WorkDrive Trash Folder Creating Storage Problem
Hello. Every once in a while I encounter problems with Zoho that let me wonder if all the Zoho-apps & - integrations really have been created by the same company.. and tested before release. I got a notification that I cannot upload to WorkDrive, because
Restore from Backup
I gather from the forum entries that when a backup is done manually it includes csv files with all record data as well as copies of any document attachments. Is there a way of restoring all of this data AND attached documents to reset the database to the exact state when the backup was made?
Issue when saving to Date/Time field in Deluge function
I posted this to stack overflow with little success so trying here as well: I am new to Deluge and I'm trying to write a function that is triggered by a button that makes an api request and stores details from the response into a record of a custom module.
Copy autonumber field to a single line field using deluge.
hello everyone. Silly question it might be as a basic script. but not had to do it before. I can't get the unique values up in normal update fields. How would I go about in the customers/accounts module - There is an autonumber field that I want to paste
【Foms】OGP画像の設定方法
【Foms】OGP画像の設定方法が分からず、教えてほしい。
item categorization based search
i have a carpet business with different carpet designs, and with different sizes (categories) for design A, i have 6 meter carpet, 9 and 12 meters. i have categorized them by custom field called size. for example : item number 1: A Design 6 meter, item
Confused with Zoho Connect Ultimate
Hello I see Zoho Connect offers now a new plan : Ultimate. I noticed then you moved the time tracking feature to this new plan. That's quite unfair for Enterprise plan users :( (that's why I've just added a Zoho Connect integration for Clockify on my
item categorization based search
i have a carpet business with different carpet designs, and with different sizes (categories) for design A, i have 6 meter carpet, 9 and 12 meters. i have categorized them by custom field called size. for example : item number 1: A Design 6 meter, item
How to create a new module entry based on multiselect picklist selected option?
I have a multiselect picklist with values FC1Enrolled, FC2Enrolled, FC3Enrolled.....FC10Enrolled I would like when I select one of them lets say FC1Enrolled then to create a new record in a module with name "Courses" and as "Courses Name" to be set as
Zoho Desk's ASAP announcement | Help customers find the content they need
Hi All, The expeditious Zoho Desk's in-article search for ASAP mobile SDK is here! Users can search for words or phrases within a specific article to find the most relevant content based on their circumstances and the issue they're experiencing. For example,
I don't receive the forms in my mail
Hello, I have created a form. When this form is filled in and submitted, it appears as successfully submitted. The problem is that I don't receive it in my email. I have been checking the configuration and I can't find where the error could be. Could
ZOHO Accountants
Where can we find an accountant in Cape Town SA that works with or has knowledge of the Zoho platform?
Managing en administrate prepaid hours to cusomer in zoho desk
Good day, As a Digital Agency, we have been looking for a solution for some time to administer and communicate pre-purchased hours in Zoho Desk. This is a solution where: A pre-purchased number of hours can be added to a project or organization The remaining
Massive upgrade to module data exports in Zoho CRM
Hello folks, You're going to like this one! Exporting a module's data in Zoho CRM can sometimes be a frustrating experience. For example, you can only export the oldest 3,000 records, so maybe you've had to resort to exporting reports or taking backups
Change assignment from a Team to an Agent when edited by said agent
Hello, I am trying to create a setting/workflow for the below. Tickets are created when a SalesIQ chat is missed or someone emails our mailbox. These are auto assigned to the Support Team. We would like the ticket owner to change when the ticket is edited,
Importing Scheduled Calls related to contacts
Hi I am trying to import scheduled calls asscoiated to contacts, hoiwever it says that "call duration" cannot be blank, but since the call has not been made yet, there is no value to put in there? I keep getting the follwoing error ["Invalid Data - Call
Function #17: Automatically update customer owner from Zoho Books to Zoho CRM
Today's function caters to those who use both Zoho Books and Zoho CRM. In Zoho CRM, you can pick a user to be the owner of an account or contact. Zoho Books has a similar functionality called "Customer owner" allowing you to assign a user as the owner
Feature request: Zoho Creator - Zoho Writer integration for mail merge
Hi, I've set up a purchase order template on Zoho Writer and I want to have the fields in my template linked to the fields in a report in Zoho Creator. So far I was only able to achieve this by exporting a CSV file from ZC and importing it into ZW through mail merge. Is there anyway to automate this process? Will Zoho consider integrating both apps?
Is it possible to disable add entry feature when clicking on date grid in calendar report
Hi, I am having a calendar report. The event records are added using deluge to the form associated with the calendar report. Basically, I want to use the calendar report only for viewing. But, clicking on the date grid brings up the corresponding add
Coming soon this December: A revamped setup page in Zoho CRM!
Dear Enterprise Support Clients, We're excited to announce the upcoming makeover of our Zoho CRM Setup Page. This revamp is crafted with meticulous attention to enhance the setup page's organization and visibility, aiming to boost your experience and
Make Simple Functions Standard
One of the main reasons that people use an automation tool like Zoho Flow (or Zapier / Make / etc.) is because they have no coding or scripting skills. This means that even doing something like simple arithmetic in a Flow feels out of reach to many users.
Error tying to access submission link
Hello. I have a button that when clicked, it shows me all the submissions for certain collection. If I try to access the link within the key: 'links.self' in that submission it returns an error "id":"F6016","title":"URL Rule is not configured". Now, if
Zoho form Feeding inforamtion to CRM
I have a zoho form that comes from our website that populates a contact record in the CRM. Some of the notifications are being sent to me but not getting populated in a new record in our CRM. The form asks for an email address, but if left blank it will
Can a group own a lead
We have 3 departments each with about 3 - 5 sales reps. These sales reps cold call leads based on their departments product and typically a geographic area. The areas rotate, so assigning specific leads based on area wouldn't work. In dynamics we were
UI / UX - Custom Tabs / Folders for Custom Functions
For those of us who make significant use of custom functions, it would be nice to be able to organize custom functions in the logic section. Custom tabs and/or sub tabs would be a really cool addition.
Receiving an error when trying to duplicate a dataset
Receiving this error message "Duplicate dataset has failed. The data connection Zoho Analytics which is the data source of this dataset is no longer shared with you." When resharing access, it says I already have access. So why am I getting this error
Lead conversion mapping - no options found
On lead conversion mapping if you find any fields missing it could be because of a few reasons: 1. Field types do not match in both modules 2. The field was first deleted in the linked module (Accounts/Contacts/Deals) after creating it through the Leads
Add breaks to Kiosk
Hello, we use Kiosk as a substitute of a proper badging system (we have a tablet at the entrance running the Kiosk app, so people can check-in/out) + we use Zoho People (web and mobile app) to let people check-in/out. One thing that could be useful is
Stock Prices using STOCK function
Hello, I've been using the STOCK function for over a year without any problems. Today, however, the prices are not getting updated. Might anyone know if there is a problem with this feature? Thank you
Trips (Zoho Expenses) to Zoho Books
Is there anyway, we can integrate the Trip Option - Zoho expenses (with approval matrix) to a PO and later on map it into the respective invoice. Idea is Trip (with approval matrix) -> integrate to Books through PO module -> Convert into Invoice -> and
Cart page
I want to change the text on this page...
Filter on +
Phonefields : how to filter ,if field has/has not + sign like +1-123-456789 WilliamR
Phone format updating
I have thousands of Phone fields with (as example) 0030-1234567 30234567890 145673456777 How to mass update to +30-1234567 +30-234567890 +1-456-7345677 So it should be always starting with + sign, the - is less important William R.
How do I convert an account back to a lead?
We have leads that have been converted to an acount that should not have been converted, is there a way to reverse this or convert an account back to a lead?
Add "Attention" as a column to the Sales Order Overview screen
It would be helpful to be able to include Delivery Address (or Attention) field in the Sales Order Overview screen so that you can quickly differentiate sales orders based on where they are being delivered to, not just the 'customer name'. We have many
Notebook on Mac crashes repeatedly
Hi Guys, I am very please with ZOHO Notebook. But... on my Macbook Pro with OS 10.14 it keeps crashing just after launch. I attached the crash report. best regards, Eric van der Wolk ===
Zoho Developer Creator Privately Published app, cannot remove clients?
When creating an app through the creator developer space and publishing it privately to a client, is there no way to remove clients? View clients from the developer dash shows the clients but no way to remove them? Deleting the app to effectively “remove”
500 errors all the time
am trying to build and test a cURL app connecting to the API but am hampered by continually getting a 500 error along with {"code":9039,"message":"Unable to process your request","status":"failure"} when trying to POST to the eu sign endpoint. I can GET
Update contact with a deal trigger
Hi everyone, Here is my problem : We close deals with 3 meetings : M0, M1, M2. I want that : - if my deal is in M1 stage, then create a new google drive folder and put the link of the field in the contact field. With workflow rules or Zoho Flow, I am
Remove Store Menu (category) from Home Menu
Hi, I find that Mega Menu is helpful feature and has many advantage. After using it, I need to remove the traditional default store menu from menu bar. I go to me Menus setup but there is no option to remove it. Is there any solution in this case?
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