Total Record Count display?
Hi, New to ZOHO and so far I love it. I would like to display the total record count on the Leads page all the time. I know how to click and see the number but I am hoping there is a way to have the number on all the time. Thanks
Estimate Template
Any idea who to add a one time and a monthly recurring fields to the table? Basically I want to show customers a onetime amount cost of implementation and a monthly recurring for Support and Maintenance. The other option would be 2 tables, one for the
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Zoho Cliq not working on Desktop
Is anybody else having this issue? I can't find any reports of the program being down. Recieving messages on my phone but not through the desktop.
Zoho CRM Widget is not working
I have tried to make widget for Zoho CRM but its not working. I found some sample widget app in github and I have tried that. But still I can't make widget to Zoho CRM its shows error "Parentwindow reference not found ". Please guide me to make the widget and if available send me the sample code.
Reporting tags not created on invoice/customer payments for prepaid invoices
I have a discrepancy on my balance sheet for a bank account when running with vs. without reporting tags. I traced this to invoice/customer payments where the invoice was paid in advance of the invoice date (prepaid invoices). Zoho automatically books
Facebook Groups is only for People who created a group and been a admin?
Hi I am a member of many Facebook groups, I do not own any group or have been an admin in any group. Is it possible to post in all Facebook groups that I have been a part of? Thanks
Upload Document task issue
https://www.zoho.com/deluge/help/writer/upload-document.html in the documentation it is saying to write the folder id of the folder in Docs, but Docs has been discontinued. what do i do in this case?
Where is the documentation for For, while loop implementation?
Folks, According to the roadmap http://help.creator.zoho.com/Roadmap.html, this feature is implemented already. However, I am not finding any documentation that talks about this. So is there any documentation about this? Any update will be appreciated. Thanks.
Custom Buttons in Stateless forms - how to bypass form validation criteria
Hi I have a number of stateless forms that have mandatory fields which are required to perform an action (e.g. insert records into another form or send an email) I want to create a custom cancel button with the only action: openUrl("#Script:dialog.close", "same window"); However, when I click this button, I'm prompted to fill in all of the required fields on the form. Of course I want to be prompted to fill in the required fields if I'm clicking my 'Submit' or 'send mail' button, but - how can I
How to Delete a Contact <-> Product relationship?
How can I, with the API, remove a relationship between a Contact and a Product? This is needed for example, when a customer has returned a product and we want to update Zoho to reflect that. Basically what I am looking for is the exact opposite of https://help.zoho.com/portal/en/community/topic/adding-a-product-to-a-contact-via-api
Zoho Mail paid domain limit?
I read on another thread for Zoho One that it was 30 domains for paid users, is this also the case for Zoho Mail subscribers?
Formatting question text in survey editor?
I only see that as an option for a descriptive heading, but not for actual questions. I'd like to be able to make parts of a question bold and other parts in a smaller font. Is that possible?
Integration between Analytics and Marketing Automation
Dear Team, I would like to create dashboards email marketing performance of Marketing Automation in Zoho Analytics but I cannot find the connection. Is it possible to integrate those 2 apps? Please advise me. Many thanks in advance. Regards!
How do I add more than one email address to the Sales Inbox?
I'm trying to add more than one email address to the Sales Inbox on Zoho CRM similar to the feature that GMail allows. I'm trying to figure out a way but nothing seems to work. Can someone help me please? Thanks. Moderation Update: I'm locking this post
What analytics pricing plan is provided to Zoho One users?
Hi all, Can anyone make it clear please, that what analytics pricing plan is provided in a Zoho One account? I imported data from my Creator applications to Analytics for testing purposes. It happened about 10 days ago (I guess), because I received a
Custom function to update a filed in a lead
I have some leads that come in with Not Provided in the Company field. This is due to the company field not being required. Not everyone who fills out our form is a company, hence the reason for not making the field required. This has caused another issue
'Pay Now' link in e-mail not working
Hi, I have a trial subscription to Zoho One and I'm using Billing to try if it will work for my company. I love the features it offers, however stumbled upon a problem. When I send out an e-mail with an invoice, the 'Pay Now' link directs me to the home
Why behavior of Layout Rule on Zoho People is different with other Zoho Solution, like Zoho Desk, Zoho CRM?
Dear All I'm wondering why the behavior of Layout Rule on Zoho People is different from other Zoho Solutions, like Zoho Desk, Zoho CRM? [Layout] - Set 1 select (Pull Down) : OP1, OP2 (Pick list) - Set 2 Text fields (Label for each: 'Text14OP1', 'Text4OP2')
Partner vs Customer Records in ZOHO CRM
Hello, what is the best practice when setting up Partner modules in ZOHO CRM? We don't need a different layout as it is very similar to the Customer modules. Is a Partner checkbox good enough or is there a better way? For example, we want to be able to
Correct procedure when a contact leaves an account/vendor
Hi there community. Can anybody tell me what the correct procedure is when a contact leaves an account or vendor? For example, if a contact retires or quits and goes to a different employer, I don't want to 'delete' the contact because all the information
Attach Record PDF to Email
Hi, We send test reports to clients via email and attach the pdf report for that record. This is currently done in Access. We have nearly finished our App in Zoho, however, hit a snag. We have created a button to download the record as a pdf as below, which works well. https://app.zohocreator.eu/zohoapp/app/record-pdf/reported/15794000002731111/test-report-123 How can we attach the record as a pdf attachment to an email? We have the email all set up ready, just not sure how to attach. Many thanks
Problem setting up with K9
I've been trying to setup all of my email accounts with K9 and I'm having issues with getting K9 and Zoho to talk to each other. The first error it gives is: "Setup could not finish username or password incorrect. (invalid credentials(Failure))" with
Obtain address fields from contacts in ticket
I need to be able to filter tickets by customer address. I have a Desk - CRM integration and can see from within Desk the address data from both contacts a accounts. I have created new address fields in Desk and would like this fields to be populated
Adding a mark up to a supplier cost
Hello, Bigin allows you to enter a discount to a supplier cost but I cannot see there is an option to add a mark up, can you confirm whether there is a way to do this? Thank you Hayley
IF/THEN Statement
I am trying to write an IF/THEN statement in a formula field. when I use the conditional formula builder it returns the script below. if(Current_Odometer>=(Last_Oil_Change_Mileage+Oil_Change_Interval), “Due”, “Coming Due”) I then get the message below.
Converting a Ticket from Desk to Projects, without creating a Task in Desk
Hi, we have Zoho Desk and Zoho Projects in place. Customers submit tickets on Zoho Desk, after reviewing they are to be converted to a Task in Zoho Projects, and associated to the relevant project. We dont use tasks in Zoho Desk, and unfortunately cant
Ticket layout ID in Zoho Analytics ticket table
Hello there, in Zoho Desk directly, you can use the "Layout" column under Analytics: If you have activated data synchronisation to Zoho Analytics, you will lose this information. There is no column for the layout ID in the ticket table in the standalone
Are there step by step instructions with pictures for Zoho Assist Client download, install, init, start-up on Android?
These steps are many and confusing for many users. Downloading from play store. Open. Many, many security warnings screens. That tiny play button on the top.
Accured Expenses
Hi, how should I handle the update of expense/bill for the following scenario in Zoho Books (and express it on accrual)? 1. I record an expense on 1st Jun, for my usage for the previous month May. (accrue expense where invoice date != usage date) 2. I record an expense on 5th Jun for my email subscription for my (accrue expense where invoice date = usage date) 3. I invoiced a customer for $120 in January, for the calendar year. (revenue accrue) 4. I purchased an annual subscription of $120 for a
Zoho CRM to Books Integration (Payment Terms)
Has anyone figured out a way to get payment terms to successfully integrate from Zoho CRM to Zoho Books via the built in integration?
problem with dollar sign replacement
Hi, I am trying to avoid users from entering the dollar sign in a string field So I want to check if the dollar sign is in the string and if so replace it with nothing if (input.invoer.indexOf("%") >= 0){ input.invoer = (input.invoer).replaceAll("%","");} This works other characters. If I do this for # or & it works. But only not for the dollar sign Please let me know how to solve this? Rob
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How do I update my billing/payment details?
This needs to be added. They want to get paid don't they? I've changed other details for my profile, but I can't find this one.
Facebook Leads Ads/forms status issue
Hello Team, I've noticed that one of my Facebook lead forms is currently showing a status of 'Not Delivering.' I'm seeking clarification on the reason behind this and how to reactivate it. This particular form is integral to my Facebook Ads strategy as
Sendmail function- customise Attachments ?
Hi, I have the following creator sendmail function working- sendmail [ from :zoho.adminuserid to :EmailTo subject :emailSubject message :"" Attachments :template:Staff_Setup_Template:Employee_Setup_Forms recordid as inline ] But I want this function to
Zoho books canadfa
Bonjour, J’ai tenté d’ajouter le module Zoho Books sans succès, en ajoutant une région géographique une fenêtre indique que le fuseau horaire est invalide. J’ai corrigé les paramètres du compte à l’heure de l’Amérique du nord (GMT 05 :00 heure normale
Sent files
To whom this may concern, could we receive the files to our sent box after we have sent them to the client, right now we have to cc ourselves to receive the files, thank you so much.
Authorization for rest api
I dont see the india dc in client settings thats whya the code generated shows invalid client
Zoho Creator Performance - Slow
Since 10:00am AEST, the response time in Zoho Creator is around 35 seconds. Has anyone else experienced this in the same time period?
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