How to assign a campaign name.
I have leads. My only data. They are in 1 industry, but do not have a name. They are just leads which I access by clicking "Leads" at top. I need them to be in a campaign now in order to eventually have multiple industries separate in CRM. For telemarketing
How to summarize quantities of sold products by grouping by category
Hi, I have a list of sold products and quantities. Product Name = Category+Suffix I want to summarize the sold quantities by Category. Is there a function Deluge to do this ? From : {"productName":"CategoryA_suffix1","quantity":"QA1"}, {"productName":"CategoryA_suffix2","quantity":"QA2"},
Integration of AWS RDS and Zoho Flow
Hello! I am not good at English so sorry if it is hard to read. I saw the following article and wondered if it is possible to use Zoho Flow to add new records to the AWS RDS that I use as a database for my web application when certain actions are detected
Mass Update Assigned Recruiters
Hello All, Our Firm has many recruiters. We often rotate the jobs we would like each of them to work on, so that they do not get worn out on working the same jobs over and over. The assigned recruiter field in the job order would be a great help for this.
zoho assist remote support on mac
I tried to get my customer to download, install, and run zoho assist on their mac, but they were not able to. Are there instructions I can give to mac on-demand remote support users on how to download, install, and run (and change settings to run) the
Create Function to Move Case Status to Closed
I am trying to write a function for a button that can move a case to closed status when the button is clicked, but I have no idea where to start. Any help would be appreciated!
Amex Card Integration with Zoho Expense (India)
Hi, I'm trying to add my Amex card to Zoho Expense. When I sign into Amex I get a message that integration is not available for "my region" (Bangalore). Is there a fix to this?
Trouble Reporting on Active Policies on dates in the past
I have tried unsuccessfully multiple times with CRM support to solve this issue and I do not have a budget to work with a Zoho Partner. I can't seem to figure out a way to explain the problem or figure out why it is a problem. I am hoping someone out
contacts editing/updating their own information
Is it possible to include a link in my emails to my contacts, allowing them to see their information and edit/update it?
Populate lookup field in Leads module by matching a reference number....
Good afternoon, We currently have a custom module (Properties) which contains all of the properties we look after. Each property has a unique reference field that is used when advertising. When a new enquiry comes in as a lead, they enter the advert reference
Accounting on the Go Series-19: Flexible Invoicing- Tailoring Transactions with changeable Templates in Zoho Books
Hello Zoho Books users! We are back with another 'Accounting On-the-Go' series and this time, we will talk about a feature that adds a touch of personalisation to your invoicing journey. Zoho Books mobile app enables you to select different templates
How to create a deal for a lead when he books a meeting ?
Hi everyone, I get Leads in my CRM, and if they book a "Type1" Meeting through my Zoho Booking link, I want to convert this lead into a Contact and Create a new Deal. I've explored Zoho Flow, but I am unable to achieve my goal. Any advice ? Thanks in
Required Date Format dd-mm-yyyy
Hi I have a requirment where i need to send date format in API , and the format is dd-mm-yyyy. Is there any default date function which can give the date exactly in this format, i couldnt find any. Instead i tried to get date, month, year separately and
Migration From SAP B1 To Zoho Books
Hello, Wondered if anyone can help. We have configured Zoho One and now are ready to migrate all of our historical transactions from SAP B1 to Zoho Books. All Cusomters, Vendors, Items and pricing has already been done. So we need to migrate everything
How to record electricity expenses, office expenses and miscellaneous expenses in the software.?
ow to record electricity expenses, office expenses and miscellaneous expenses in the software.?
Zoho Flow API
Hi, are there an api for Zoho Flow? We would like to integrate Audit Logs, Flow settings and the list of Flows into our systems.
Zoho Desk does not take me to my company after logging in
I have came across this issue twice now. The first time was when I was doing a trial. After the trial expired, I went to logon and Desk was acting like I never setup a company before and when I put in my company, it said it already existed. Long story
Support Arabic numerals in writer
Is it possible to assign numbers to the Arabic language within the document?
Unable to bulk update tickets - INVALID_DATA /fieldName
Hi, I'm having issues trying to bulk-update tickets using the API. I'm trying to update the contact owning the records, therefore I'm trying to change the "contactId" value for a given list of tickets. Here's the request I sent and its body (values have
Starting From Scratch
I took over the service desk that uses zoho desk, I notice that there are lots of tickets that are garbage which affects the overall ticket metrics such as average response time and 1st response time. Is there a way to start from clean slate like a reset
Unveiling the SalesIQ Desktop Apps! Now available for Mac & Windows
Hello SalesIQ users! We are happy to reveal the official launch of the SalesIQ Desktop apps to the App Store on Mac as well as the Microsoft store on Windows! Yes, these apps are now available for you to download right from the stores on Mac and Windows,
Cannot create a Lead because the email address was once used in CRM but has been deleted
We are trying to add a Lead record but keep getting the following error: "Duplicate values are not allowed. An existing lead with the same Email has been found." That's not usually a problem. We just merge the two records, if they are the same person,
Side Menu Bar Hide / Show Option
Hi, How to hide/ show side Menu Bar??
Field properties grayed out
Hi, I'm wondering why i can't update these field properties for number of characters?
Zoho Developer Community Monthly Digest - December 2023
Hello everyone, As we close out 2023's eventful journey, we're here to wrap up the latest news, updates, and inspirations from the Zoho Developer Community and peek ahead at the exciting possibilities in the new year. Let's dive right in. December Highlights
Documentation for ZDK.Client.navigateTo()
Where can I find the documentation for this feature?
Timeout in invoke URL SOAP request
I have a quite big XML to send through a SOAP request. Initially, this works fine when starting small (30 orderlines instead of 100 orderlines) but when scaling up, I get a timeout because the timeout limit of the API call is 40 seconds in Zoho deluge.
Zoho Phone Bridge with AWS Connect access to custom apps / modules
Hi, We want to setup the Zoho CRM and AWS Connect phone bridge integration for a client. There are 3 basic requirements - 1. Each user in the zoho org should get their own specific phone number from connect, 2. Along with inbound & outbound calling the
Including addresses in contacts API
When I invoke the Zoho Books API to retrieve a specific contact (https://books.zoho.com/api/v3/contacts/2888473000000074161) the response is a single contact with all details including billing_address, shipping_address, etc. When I retrieve all contacts
How to get the billing address for a Zoho Books contact using Deluge
I'm trying to get the ATTENTION value from billing address for a contact using Deluge. When I use the below code I don't get any address related information. Is that because the contact comes from Zoho CRM? zoho.books.getRecords("Contacts",organizationId,customerSearchParam)
Using Lookup fields - Zoho Forms & CRM Integration
Hello, Is there any option/workaround to use the LookUp field on a Subform from my CRM Module on Zoho Forms? All the fields in the Subform are able to map on Zoho Forms, but the LookUp field is not showing. Thank you.
What steps to take for user manual?
Where is it?
Change admin for ZOHO
Hello ZOHO support, **Urgent Help Needed** We have a super-user account for our organization (ZOHO) that is no longer with the company and we need to reassign the privilege(s) We are unable to reset the password for this user as there appears to be an
How to Report Number of Active Policies on any Given Day in the Past
I have tried unsuccessfully multiple times with CRM support to solve this issue and I do not have a budget to work with a Zoho Partner. I can't seem to figure out a way to explain the problem or figure out why it is a problem. I am hoping someone out
Composite items in Zoho while creating an estimate
Certainly! Here's a refined version: I intend to create a bundle featuring multiple products sourced from Zoho Inventory. When generating an estimate or quotation in Zoho Books, my goal is to seamlessly utilize this bundle to automatically populate all
How Do I Integrate IndiaMart with Bigin?
I want to integrate my IndiaMart business profile with Bigin. How Can I do that? I want each and every lead coming from IndiaMart into the Bigin Contacts.
Shipping address on sales orders / invoicesf
How do we add shipping addresses to sales orders, without having them auto attach to the contact. For example we dropship for a certain customer, about 1000 different orders per quarter. All these addresses are getting saved, and its driving sales people
【Zoho CRM】設定画面が大幅に刷新されました。
こんにちは！本投稿では、サポートチームが作成した「Zoho CRM のアップデート情報」の記事を紹介します。 【Zoho CRM】設定画面に関するアップデートのお知らせ：設定画面が大幅に刷新されました。 *当アップデートは、全てのデータセンターに適用されています。 *表示される設定メニューやセクションは、利用中のプランによって異なります。 Zoho CRM の設定画面において、セクション名・メニュー名の変更や配置などが変更されました。 設定画面を開くと以下のようなガイドが表示されるため、既にご存じの方も多いかもしれませんが、変更点を何点か紹介します。
Zoho Finance Limitations 2.0: How to HIDE item COST to set of users / role
Is it possible to hide item COSTS to a set of uers? I do not want users viewing cost of items. I currently use zCRM and this is possible. I don't see where it's possible with the "more advanced" zoho books! I've been doing lots of testing on a migration
There is some Analytic table for functions logs on CRM?
Hi Team I would to know if there is some table accessible by Zoho Analytics , for make some query about functions running inside Zoho CRM. Now in CRM, if i want to know the functions logs, i need to access Settings -> Developers -> Functions search the
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