Copy SLA
Hi, Is that possible to copy SLA in zoho support ? Julien Julien Grandjean Founder iDAYit www.idayit.com
Kaizen# 83: Get input via pop-up and show/hide fields in Client Script
Hello everyone! Welcome back to another Kaizen post. In this post, let us discuss the following use cases. A. How to get input via a pop-up B. How to show/hide fields using Client Script A. How to get input via a pop-up 1. Requirement Consider that the
Can bugs be changed to tasks?
Sometimes bugs posted will be Change Request (CR). Is there way to convert the posted bugs into Task in the Task list? If not, this is the useful feature, please provide at the earliest. Thanks, Anand
Member Portal Sign up form
Hello, My team and I are experimenting with the zoho ecosystem to implement it in our business, and so far everything has been working great so far but we have some little hiccups and i would like to see if someone here has knowledge in that area or has figured out a solution. Right now in our website we need a members portal which that is easy to add with the zoho members portal. the issue is with the sign up form, there is plenty of useful fields but we would like to add customized fields, Example
The Contains Function Fails for a List Due to BIGINT Error
Finding is a list of integers (ID values assigned by ZC). In attempting to run an aggregate counting, I requested to count how many times an ID number was in this list and it throws the error. I feel this is yet another example of how the new lookup requirement to only reference ID numbers is causing issues.
Check for "similar" Account Names
Is there a way to use DataPrep to compare the Account_Name in CRM Accounts to a column in a spreadsheet? Account Name in CRM is unique. I want to try to catch, before import, Account names which might be duplicates that a human could recognize, but which
POP messages downloaded multiple times
All messages in my inbox on the Zoho server are being downloaded as many as 7 times with POP to my email client (Thunderbird). It is one copy of every existing (new and old), inbox message when the email client requests new messages, repeated each request
Placeholder only work in items not in regular fields
I want to add the current month to my recurring invoices. The placeholders %(M)% only work in the items, but i need to add the current month to a regular field outside the items. Can you enable placeholders outside of items, or is there another way to
Kaizen #123 Data Synchronization from a third party application
Welcome back to the Kaizen series! In last week's post in the Kaizen series, we discussed one-way data synchronization from Zoho CRM to a legacy application, utilizing Zoho CRM's Bulk Read API and Notification API. This week, we will discuss data synchronization
Filter in progress tasks where starting date is after {today}
Hello, is it possible to create a custom view which filters all in progress tasks assign to an user where starting date is after {today}? Thank you
Assign owner actions in workflows
Greetings, Previously, in Bigin, you could assign owners by updating the appropriate field. However, this method only allowed you to choose one owner at a time. To enhance this process, we've introduced a new Assign Owner action, which enables you to
Is there any wait to mass import meetings record for leads at ZOHO?
I have some personal meetings record which I wish to store over ZOHO under meetings tab and mass import those records but can not find an option to do the same at CRM.
Zoho Projects as part of Zoho CRM Plus - function to create new project when Deal status changes
Hi there, This is my first post on this forum so bear with me :-). I have created a Function to create a new project in Zoho Projects that I will associate to workflow automation to trigger this function when a deal stage changes. Being new to Deluge
Zoho Forms - App Not Displaying the Visual Design
I'm fairly new to Zoho Forms - it's a very powerful tool and I've managed to automate and create rules to do everything I need. However, the form I've designed when the Engineers are opening the Form on the Zoho Forms App all the fields are present and
electronic medical record for clinic
I need an electronic record for inputting patient's data - for as many consultations as I want - ability to attach files, to bill patients for each test/consultation, to send requests to a laboratory and to link with zoho invoices for billing. it would need multiple users - one for each added doctor with different administrator rights. See http://www.vertikalsystems.com/en/products/pm/overview.htm and also Simple EMR http://www.digitalcairo.com/simple_emr.aspx. It does not have to be as complex as
ZOHO Creator just hangs when i try and install a template.
Hi As the title suggest, when I try and install a template it just hangs on the below screen.
Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Hello Zoho Team, My account is blocked the same reason 554 5.1.8 Could you please remove us from the list? The address is sushan@sushantiwari.com.np
Callback function to CRM resulting in multiple downloads of the same documents
I was able to successfully create a callback from our CRM by following the instructions shown HERE. Everything works correctly, however I'm seeing that the document and completion report are downloaded and attached to the CRM record for all signers in
Reserved field link name (identifier) - "requestType"
For the benefit of others - don't name your field link "requestType", will result in a form submit error.
Is it possible to share a calendar only with Project's milestones?
Hello. I want to see a calendar that includes only Zoho Project's milestones, not tasks. I know I can filter that within Projects, in fact I already have that. But I would like to have that kind of filtered calendar externally. My users have Zoho Calendar
Mail being wrongly labelled as JunkRecorded
Hi The label JunkRecorded is being added to some of the mail in my Inbox when viewed in Zoho Mail in the Safari browser. The affected mail has not been retrieved from Spam - it has came straight into my Inbox but the messages do all seem to be ones that
Schedule Import
Hi I want to import the data on daily schedule basis ,how do it In zoho reports also there, i want to same is it possible ,i refer forums https://help.zoho.com/portal/en/community/topic/importing-data-with-a-schedule But i cant find it how do it Please explain Thanks Satya NHM
Almacenamiento del buzón excedido
En la seccion de Administracion de almacenamiento dice: Cuando el buzón excede el almacenamiento asignado, los correos electrónicos entrantes a las cuentas se bloquean y las cuentas con POP se deshabilitan temporalmente. Puede eliminar correos electrónicos
GeoTracking Or Tracking system through google
I am developing an Application related to delivery management . So i need to implement geoTracking so that the customer can track the product through geo tracking .For example , In zomato we can see the delivery boy through google map where he is arriving , in which route he is comming etc. So i need to implement those features in my application. So is there any solution to implement
ottenere un url
Salve, stiamo valutando di utilizzare un software che ci automatizza l'invio di messaggi tramite WhatsApp web(bot). Il software in questione, tramite l'utilizzo di api e a seguito dell'inserimento di una mia URL permette la gestione dei contatti del mio
Streamline healthcare processes with Zoho Writer's mail merge and fillable forms
Attention healthcare professionals! Struggling with manual data entry and inefficient communication? What if you could automate tasks, reduce errors, and improve patient experience—all at once? Zoho Writer's mail merge and fillable forms can help! Here's
Website Alarm Monitoring
Watch this video to learn about the importance of aligning the alarms metric with your business goals, and how it can be achieved using Zoho Analytics and Site 24X7 integration
Zoho ONE and Zoho Commerce
I am a Zoho One enterprise license holder and am interested to know if Zoho Commerce is included with my Zoho One subscription? Please tell me what version I get with my membership and what are the limitations?
Zoho Notebook next update Wishlist!
I'm Evernote user for 10 years and move from Evernote after 50 notes limitation update and high pricing plans like many Evernote users. searching for new app I found Zoho Notebook is very useful and easy to use so I decided to use it, but I have some
Check Contacts for scheduled calls
HI guys! I really hope sonmeone can help, I am battling with the logic of my code. Here is the use case scenarion, we heavily use the call smodule in ZOHO, i have a workflow that triggers and schedules calls dependinf on the outcome of a call. We have
POP Mail Download Failing
Environment: Apple Mail v16.0 (3774.300.61.1.2) MacBook Air w/ M1 chip macOS v14.2.1 (23C71) "Sonoma" Background: -- I access several email accounts via POP to download/receive incoming messages; I upload/send via SMTP. I do this for several different
Compliance - ITAR
I was just reviewing your compliances, and noticed you do not have ITAR certification. Is this a certification you plan to get, if so what's the timeline? We currently use ZOHO for analytics, but some of your apps we cannot use due to your lack of ITAR
Australian support
What has happened to support during AU business hours? It used to be available from 8am but now at 10am they are apparently offline?
Mail Merge Saving vs Synchronous
We've started having a problem recently when creating a Mail Merge from Zoho CRM that when selecting anything over about 50 records instead of 'Synchronous Merge (Download/Store/New)' we end up getting 'Merge & Save as files' instead. Nothing has changed
The value entered violates data validation rules set in cell E6
Hi, I was trying to shift a data from sheet 1 to auto paste into sheet 2 by press from row and colume at = 'e6' from page 1 and press enter then there have an error pop up said: The value entered violates data validation rules set in cell E6. Please advice what is the solution and what is going on?
Ordering and Organising Dashboard Quick Links
Unless I am missing something, I see no way to re-order quick links on the Zoho People Dashboard. When we have something important for our staff to access, we add it as a quick link for them on the dashboard, which all of our staff view every day. This
how to delete attachments to free up our File Storage?
how to delete attachments to free up our File Storage?
Error: External Members are Restricted When tryin to add new Member
I tryin to add new member on email Group, but when tryin to add new external member it result in error: External Members are Restricted How can I fixed these error? An screenshot attached
Default Candidate Status after Candidate Applies for a Job
Is there a way to set the default Candidate Status as something other than "Associated" when they apply for a job? The Associated status throws the applied candidates into the mix with candidates who have been added by account managers. Applied candidates
GET /api/v1/tickets/{ticket_id} not working
I've a custom function which is perfectly working when I add a specific ticket id in the url: orgid = 2XXXXXXX; resp = invokeurl [ url :"https://desk.zoho.eu/api/v1/tickets/1XXXXXXXXXXXX" type :GET connection:"deskXXXX" ]; info resp; gcon = resp.getJson("description");
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