Issues with Automation Scheduling and Live Chat Unavailability
Some issues we are currently facing with the Zoho Campaign platform today. It seems that the automation scheduling is not working as intended again, and we are experiencing a recurrence of a previous problem last (November 2023). Firstly, the automation
Cliq to User in Flow
Flow/Cliq presents only Cliq OrgAdmin users as valid recipients of Flow-initiated Cliq message. Flow presents an incomplete list of Cliq Users. We have 30+ One licenses and all of them use Cliq on a daily basis. I need any/all to be valid. How do I get
Zoho payroll cant create tax forms automatically (941, W2, 904, DE9, etc)?
Is it really true that we have manually input the data output the data from zoho payroll "tax forms" section into pdfs for each and every employee? Zoho payroll cannot output into a 941, 904, W2, DE9, etc pdf directly for filing?
Urgent: Continued Issues with WooCommerce Sync - Need Assistance
I am writing to bring to your attention an ongoing issue I have been facing with the WooCommerce Sync feature in Zoho Analytics. Initially, the integration worked seamlessly during the first import; however, subsequent autosync attempts have consistently
Seemingly Valid Phone number is throwing an error in deluge
{"code":"INVALID_DATA","details":{"expected_data_type":"phone","api_name":"Phone"},"message":"invalid data","status":"error"} The above response is give when updating a contact with a valid UK phone number using deluge When I manually add the same number
URL under info from clipping
Hello, is it possible to also include the source (url) of a web clipping in the info of the note?
Commenting report records
Hello, I have a request I don't exactly know how to answer it, and may be not with analytics. I'm getting daily 3 emails with excel sheets attached and inserted in tables. I built a new SQL table aggregating all 3 tables (3 SELECT). Then a report is build
How to add new row immediately below the current row and not in the last.
My current script is adding new row at the end of the subform but I want to add row next to or just below the current row. Can anyone help? Current Script: // Extract the numeric quantity from the 'Quantity added' string addedQtyText = row.Quantity_Added.toString();
Filtering for a specific date range....
Hello, Trying to set a filter for agenda items by Start Date. This report goes out every Sunday and the Start Date is the following Sunday (1 week ahead). The duration is 1 week, Sunday thru Saturday. Using the operator "next n weeks" where n=2 gets me
Zoho CRM: sandbox-aware Webhook
Hi everyone! I need to configure a Webhook that somehow changes if it's being called in a production environment or in a sandbox. Is there a way to do this? For example, definining "URL to notify" as "https://my.company.com/$environment" I'd like to do
Issue Adding New Task List Via API
One of the required parameters for a new task list is Milestone ID. I can easily look up any existing milestone and pass its ID through the add task list method. However, I want to create new task lists under the "None" milestone (default value when creating a new task list manually), but I cannot find a way to retrieve the associated Milestone ID for "None". This can be found indirectly if you already have a task list with "None" as the related milestone, then return a list of task lists for
Standardize Phone Numbers?
On the web forms, some people enter their phone numbers differently. Is there a way to require a standard format or can Zoho reformat the number correctly? For instance some people enter: 4445551212 444.555.1212 (444)555-1212 (444) 555-1212 444-555-1212
Exporting / Printing Price Books
Since most of the main partners / customers likes to receive their own price list / book, it is important to be able to at least have a proper printing format of the price books. Currently then only printing option gives only first 10 lines of each price
CSV Exported data includes $ symbol for currency column
Hi, When I export a table or view (query) to a CSV file and the table contains a column that is of currency type, the "$" symbol is included in the export. Can this be removed? The CSV file feeds into a database and short of writing a script to remove
Gmail's new guidelines and their impact on Deluge
Hello everyone, We'd like to inform you about the upcoming changes to Gmail's guidelines, set to take effect on February 1, 2024, which will have implications for send mail Deluge tasks across Zoho services. Gmail is rolling out policy changes with the
Criteria for KPI & Dashboard on Contact & Pipeline automatically overwritten on editing
Hi, I have set up a KPI based on module Contacts and on a specific Pipeline. When I just edit the builded KPI, by default my criterias are overwritten automatically without I do any change. The specific Pipeline is replaced by "All Pipelines" and this
Link multiple documents, headings and more—the many ways to use links in Writer.
Apart from inserting links to specific webpages, you can also use links in Writer to navigate to other Writer documents, specific pages of a document, a comment, a particular part of a document or even headings. Here's a quick rundown of the different
Zoho Projects - Zoho Deals Portal configuration
Using: Zoho One In Zoho CRM I want to associate (and auto-populate) some fields in the Deals module automatically by the associated project in Zoho projects. I did the field mapping and associated the fields that I wanted to auto populate in Deals (CRM).
Creator API criteria lookup field
Im trying to filter by lookup field in criteria: criteria = 'r2l_r_id.display_value=='+ rID; routeToLocation = zoho.creator.getRecords("company","module","module_report",criteria,1,200,"crm2creator"); {"code":3330,"message":"Invalid criteria specified
Image signature in sendmail task
Is there a way to have an image of my organization's logo at the foot of emails sent with the sendmail task? I have attempted uploading the image to a form and trying to fetch the actual image itself in my workflow that send the email, but I'm not having
Free webinar: Digital signatures for digital-first businesses in 2024
Hi all, With paperwork increasingly growing paperless, new challenges have emerged in using technologies like digital signatures. This raises questions like: How do we verify a signer's identity and authenticate access to documents? How do we expand Zoho
Showing only logged in portal users data in reports.
Have multiple portal users. Need to display data only relevant to them identified by their email ID which is an field in the form. User A should see only their records and User B should see only their records. As of now the portal is not showing any data
How do you turn a Customer contact into a Vendor contact?
In Books, is there as way to turn a Customer contact into a Vendor contact? I don't understand how to quickly turn a customer contact (one button click, or drop down menu) into a Vendor contact. When you import a contact record from CRM they automatically come into Books as a Customer, even if they are a Vendor in CRM. Doesn't it duplicate contacts to import a contact CRM as a Customer and then have to input the information all over again to make it a Vendor? Please help.
Wizard Client Scripts Don't work on Mobile App
I have created client scripts for a Wizard create page. The scripts work fine on the browser, but on the mobile app they don't work. Client scripts on standard create pages, and edit pages work as expected on the mobile app. It's just wizard pages that
Trigger a workflow when contact updates Topics preference
Is there a way to trigger a workflow when a contact updates Topics preference?
Zoho Inventory really should have a means of auto-generating simple numeric SKUs for new items.
Hello, Zoho Inventory should have a means of auto-generating simple numeric SKUs for any newly created item (or items if generated from the instantiation of an Item Group) based on the next available number SKU. And while I was happy to see that item groups now allow has a SKU generator, as it is a step in the right direction, it's unfortunately unusable if you’re needing to maintain a link to legacy systems that use numeric-only SKUs - which probably account the majority of retail POS systems.
sales return
how to sales return entry raise
Zoho Creator Upcoming Updates - September 2023
Hello all! Zoho Creator is on a journey of perpetual improvement, consistently adding new features and enhancements to enrich our platform. Today, we're excited to bring you the latest updates and enhancements for this month: Global variables New default
Styling UI components for Widgets
Hi everyone! We're building a Widget that should ask the user for some information. Is there a recommended way to style UI components so that they look similar to the ones used by Zoho?
Microsoft Teams integration with Zoho Bookings
Following the integration of Bookings with Zoom, Google Meet and GoTo Meetings, are you guys planning an integration with MS Teams? Having the MS Teams meeting link directly in the meeting invite send to the client would be amazing. So far Zoho Bookings
ユーザ事例：オンプレサーバーよりZoho Workdriveへの移行
ユーザ事例：オンプレサーバーよりZoho Workdriveへの移行がうまくいった事例のご報告です ユーザー：とある公共工事の多い会社 社員層50代が多い ITリテラシー低い 経緯：O商会よりWindowsサーバーの期限切れに伴って買い替えを勧められた。100万円以上 現状はファイルサーバーとしか使っていない、しかし２TB中1.8TB利用中 ZohoWorkDriveへの移行を検討 約1年かけての移行を計画 導入：当初スモールスタートで管理部数名で試用後、契約 ITリテラシーの高めの方に使い始めてもらう
Splitting bank transaction into Personal and Business (i.e. Mobile Phone Bill)
Hi everyone, I'm new to Zoho books after migrating from Wave. I'd like to know how to manage a bank transaction that is part business part personal. In Wave it was as simple as splitting the transaction and deleting the personal part but I can't figure
In Bookings, Can I Limit Access to Contacts Only?
We are a members-only business and would be interested in using Bookings as our scheduling app IF we could limit the ability to book an appointment to customers who are already in our (Zoho CRM) Contacts module as members or associates. Is this poss
Night mode and batch edit note color
I'm in the process of trying out Zoho notebook as a replacement for Google Keep. So far it's great, but I wanted to ask about a possible feature. In Google Keep, if i set everything to night mode, all white/default color notes invert to white text on
invalid DATA : error maximum decimal place
Hello, When creating a Deal with associated products, I have a technical error with the Amount data, but I don't understand what the problem is. Any help would be appreciated. request : {"Deal_Name":"FC24-10","Stage":"A régler","Sub_Pipeline":"Echeancier
IMAP server not responding
I have been using zoho mail through an IMAP client for some time now. It appears that access was lost on 1/1/24, but a trouble ticket hasn't been responded to. I can access mail through webmail or the Zoho app, but my IMAP clients just report that the
Can't sign in
Hi, I can't sign or access my accout. The support email doesn't work. I need to cancel everything tied to terrence.wagner@zoho.com Thank you, Terrence Wagner (470) 494-4112 twagner495@yahoo.com
Can't share, no response
Hello, I emailed sheet, writer, email & WD over 12 hours ago because other than email, nothing is working & I can't work. NO ONE has responded back to me. What is going on???
How to remove the change of time zone reminders when sign in?
I move between countries with timezones regularly GMT+8, GMT+7, GMT+9, but I want to work on my home time zone GMT+8 all the time. However each time I sign into Zoho mail it keeps prompting me to change timezone. Is there a way to stop this reminder?
Set default Ulaa profile to open URLs from Trident
I am using the Ulaa browser. In Windows 10 it is set as the default browser. I use two profiles, Personal and Work. How do I set Trident to open all URLs with the Work profile of Ulaa? It currently opens in the Personal profile. Both profiles need to
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