Filtering an embedded Analytics dashboard in Creator
I have an Analytics dashboard that shows key stats by organisation(s), based off two main tables synced from Creator (projects and project members). Within Analytics, it works beautifully. However, when embedding the report into Creator, I need to pre-filter
[Android App] Shows Hidden Slides of Published Decks to the General Public
I have a couple of slide decks that I publish to the world. Oftentimes, they include hidden slides. When a published deck is opened by someone using an Android device who has no privileges to the deck, the deck is opened in a browser and hidden slides
Xero Integration with Zoho CRM
Hello! Suvichar Technologies, our partner, has developed an integration utility that lets you sync your Zoho CRM accounts, contacts and invoices with Xero (a popular Accounting package). Vinay Joshi, CEO of Suvichar Technologies, has posted about this integration in our blogs. Read More. Do try this integration and let us know your feedback. Regards, Sharanya R The Team Zoho CRM
Mail - Search - Not working.
Mail - Search - Not working. I am unable to get any results when searching on "To" or "Sender". Using either the quick "Search" field or the "Advanced" search. Example: To = noisy Example: Sender = noisy Is there a wildcard character that I should be
Zoho Cliq Mobile App iOS
Hello, I have a suggested change for the Zoho Cliq iOS app. If you want to see the shared media in a chat, you first have to scroll to the right, which is very cumbersome and difficult to find. I would move the "Media" field further to the front. Best
How to integrate zoho projects with channel in zoho cliq?
hi everyone our firm has zoho projects and zoho cliq plan both they are integrated together but issues I am facing is how to integrate channels in cliq to zoho projects so that i can get project notifications directly in my channels please help its really
Adding Branch to Transaction Rules
Wanted to check if it is possible to add "branch" to transaction rules.
Issue with zoho.bigin.updateRecord function
Hi , By using this snippet to update deal status, //Delete-Update status existing Deal before creating a new (to avoid duplicate) *** info "isEmpy : " + resp0.isEmpty(); if(resp0.isEmpty() == false) { dealId = resp0.getJson("data").getJson("id"); record
Statement of Account - Customers & Vendors
Current statement of account doesn't show only the unpaid invoices. When there are lot of invoices raised for the customers who are having credit period of more than 120 days, the outstanding list shows huge and the statement of account shows the entire
GetProjectDetails Integration Task returns only 100 last projects ?
Hi Everyone, I am new to Zoho and Deluge, so this may be an easy one for the experts :). On Form load, I am populating a dropdown field with the list of all active projects. I do this using a Zoho Projects Integration Task: projects_response = zoho.projects.getProjectDetails(portal_name);
Create a conversion rate insight
I've been trying (without success) to create an insight in the analytics module of CRM to show me the conversion rate of deals in the pipeline (ideally by stage but at worse just an overall rate). I've found several posts but they are all old and (perhaps
Field of Lookup - 5 Field Association Limit.
This query relates to the post at: https://help.zoho.com/portal/en/community/topic/introducing-the-field-of-lookup-in-crm-public-early-access-2023 My simple (and common) scenario: I select an account / customer lookup and want their address pulled into
[Webinar] Learn how to create design documents, manuals, SOPs, and more with Zoho Writer
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for February 2024: Learn how to create design documents, manuals, SOPs, and more with Writer's tools. This webinar will focus on how Zoho Writer can help create complex business documents
Inaccurate vendor expense allocation across accounts in report "Expenses by Vendor"
When I run the "Expenses by Vendor" report, this is a partial result: Drilling into this expense, I see the following detail: However, this $5245 is NOT all for Certification Fees. It was actually split across three accounts when the banking transaction
It seems that my emails are being detected as spam when they are sent out. Please help!
This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. The following address(es) failed: eacademyoficial@gmail.com host prod-lbout-phx.jellyfish.systems
FSM
Can I ask where on the horizon an app that does not need network connection and can cache is please. We have decided that FSM for our company cannot yet be adopted due to this but we ae trying to understand our way ahead
I'm not receiving emails in my Zoho Desk.
Hello there, I hope you are doing well. I have a problem, I'm not receiving emails in the tickets section. I have already set up forwarding from my cpanel to my default Zoho support email, but I'm not receiving anything on Zoho desk. I've checked multiple
Social Media Simplified with Zoho Social: Let your visuals talk!
Social Media Simplified with Zoho Social is a weekly learning series that we bring to you every Monday from here on! We'll talk about some exciting insights, product how-tos, and use cases. We want to help you make the best out of your social media marketing
Tax Not Adding to Total!
Hi, Taxes are not adding to the total invoice amount. Please advise. Thank you.
How best to create tickets as an agent to request a response from the client?
In my business I have two ways of using the ticket system: 1) The "normal" way where my clients generate a ticket about some issue they have. This is the standard way all ticketing systems work. No problem here. 2) If I find an issue with the client's
Has Zoho abandoned the support live chat feature on CRM?
I used to be able to get through to support chat about 4 out of 5 times I tried. In the past 6 months, I have probably tried 15 times and not a single time have I been able to get through to a person. I know sometimes it can get busy, but 15 attempts
CPQ rules are now supported for custom sub-forms and custom modules in Zoho CRM.
Hello everyone! We are elated to inform you that CPQ's capabilities have been extended beyond the default Quotes module to all inventory modules across CRM as well as custom modules. Besides this, CPQ rules can now be run on custom sub-forms in a record.
Undoing reconciliation of a bank account
I am new and forgot to put in the correct date for reconciling one of my bank accounts. How do I delete the reconciliation?
"Invalid Scope" in the console when creating a Self-Client for a CRM
I have a sandbox CRM thingy and I need to code a rest api that will send Records and store them in a module OC-Member. For the scope in the Self-Client, when I use ZohoCRM.settings.ALL or ZohoCRM.modules.all, it works. However, when I try to use the custom
Parallel and multiple transitions limits?
Hello, I'm setting up my 3 Blueprints available for my PROFESSIONAL EDITION but since i know there are limitation for the 10 transition per Blueprint project, i have found nothing about parallel and multiple transitions limits. Can anyone enlighten me
Associate a multiple Projects Tasks or Issues to multiple Zoho Desk tickets
In some cases, one or multiple Tasks or Issues can be associated to one or multiple Zoho Desk Tickets. Example: multiple customers submitting an Issue or a feature request on an Issue or a Task already registered in Zoho Projects. Ideally we would like
Details :Mail Outgoing blocked. Reason :Mail rate exceeded limit
2 e-mail accounts of my domain: exodia.in are blocked on the following grounds: Details :Mail Outgoing blocked. Reason :Mail rate exceeded limit The blocked email addresses are: info@exodia.in abhinav@exodia.in Kindly resolve the issue at the earliest.
Update ticket status from email
Hi, Is it possible to update ticket status or other fields by sending emails? Subject: <TicketNumer> Body: @Status = "Closed"
Zoho Desk - Custom Module and Zoho Flow
Hello, Thanks for the custom modules. Great addition. Will it possible to update those modules with Zoho Flow please ? It would help a lot. Thanks
Zoho Books - Price list for manually entered price in Estimate
Hello, When we create an estimate, we use items. We then put a price on this item to be sold. We don't necessarely use a fixed pricing given by the item itself. We'd like to use price lists (%) and apply them to an item in an estimate. It works but the
Methods to assign a follower to a task automatically? API?
Hi Zoho Team + Community, We developed a method to use Zoho's Project API to create tickets in to our ticketing system automatically, it's been a great achievement for us! The only issue we have is that it centers around the API account being a "follower" to a the task, Is there a way to have an automatic follower set for all current and new tasks to have a pre-set follower? We experimented with following a Tasklist and new tasks under that Tasklist do not seem to work. Any option would be very helpful.
Logo icon assigned to sent emails
Is there a way to assign logo icon (like favicon) to sent emails? Attaching pic explaining what I meant...
Zoho Mail - Add image without editing / Directly click enter
Hello All, Is it possible to change the image picker behavior please ? When you add an image, you have to select manually with the mouse the button "End/Validate" and click to push the image. Most of the time, we don't change anything in the image and
How to downgrade from trial to the free licence
Hi! I'm trying out Zoho CRM but all I need is to see if the FREE version (the one with limited features and limited to 10 users) is enough for me, but after signing in I now have the Entreprise version in a 15 days trial. I really don't want to work in
Zoho CRM - Function to Autofill a Field based on multiple data sources
We're using the Invoices module in Zoho CRM which we're storing two sets of data that we want to autofill on Invoice create/edit. Because there's two fields we can't use the Autonumber, but we're also trying to do something a little more advanced and
How to upload attachment from NodeJs function in CRM?
Hi, I want to upload attachment from NodeJS function to custom module. Following instructions from https://www.zoho.com/crm/developer/docs/serverless-architecture/nodejs-scripting.html I was able to create, update and get a record from custom module.
Minimum units per Subscription
What's the best way to set a minimum number of units per subscription plan? Specifically for use via a hosted payment page. Example: - Plan 'Standard' needs a minimum of 4 units before checking out - Plan 'Professional' needs a minimum of 10 units before
Ideas for Getting People to Sign-Up to the Community & Tracking/Engagement Integrations
I'd love thoughts on getting people to sign up specifically to the community (since they need to create a login) and if there are other tools that integrate specifically with Zoho to help track and engage users? The current tools are a bit limiting and
How to do two fields of one column at subform?
I see the subform of module [Quote] , the fields [Product Name] and [Description] is in the same column at one row. How to do that at custom module?
Filter All tasks by tag or field
Hi, we have boards for respective groups, but we'd like to display tasks across all boards based on a filter like a group or a custom field? In our case, we're like to tag all issues as #issue and then display that from the All Tasks board. Is this possible
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