Lead flow- I do not want leads/opportunities to require an account, accounts are for customers
Hi, I have a question regarding lead flow. I would like to have leads created when a form comes in (easy enough), or manually enter them when someone calls in (easy enough) Once there is an initial phone call, and the lead is qualified, and we see an
Inputs in Widgets Zoho Cliq
I need to get the single line string input from the user in Widgets in Cliq. Like, slash commands. Is it possible to get the string input from user without using the forms or any other feature. Only getting the input from the Widgets
Chatting / IM - Zoom or Microsoft Teams integration?
Is it possible to have Zoom or Teams set up as an IM option? Also, if possible, is it also possible to limit it to a department? We want one specific department to have the ability to IM (or chat) but not enable it for another department. The general
3CX and Zoho Desk
Hi, I want Zoho Desk to open the related Customer Contact Card when an advisor accepts the call on 3CX. They already manually copy the number and search Zoho Desk but surely there is a way to make it automatic? I have found https://help.zoho.com/portal/en/community/topic/contact-search-api-sends-204-every-time
SPAM - ticket numbers
Hi, We receive a load of spam tickets. Problem is each ticket coming in takes up a mass heap of unique ticket numbers. Question is, When we empty the spam folder do those same ticket numbers get reassigned?
Trigger Actions on Customer Portal Sign Up in Zoho Creator v5
When a customer signs up in the Customer Portal in Zoho Creator v5, how can I trigger actions, such as filling in a form field with their sign-up email address?
Document merge from Zoho Forms suddenly failing
We have a document merge set up for one of our Zoho Forms forms. We noticed that todays submissions were not completing the document merge and were erroring out (error 111). Upon trying to force a manual merge on those form submissions, those too failed
How many stores are included with Zoho One plan?
I was hoping to be able to have more than 1 stores as specialty sites instead of putting it all on one, how many stores are included in zoho one plan? I saw this thread, but that doesn't really specify if they are included, only that they can be created
No job boards available
Hi there, I'm not being able to see any job board on the job boards integration section. What am I doing wrong? I would also like to know if the boards are paid separately. Thanks in advance!
Beware: Formula fields not triggered when dependant value updated via script
I wanted to warn application developers of a fundamental issue with formula fields. Formula fields do not get updated when the value of fields they refer to are updated via script. Create a simple form with 3 fields: Drop Down list– ‘Drop Down 1’ - with a script on user input to increment a numeric field by 1 - input.Number_1 = (input.Number_1 + 1); Numeric field – ‘Number_1’ - with default value of 1 Formula field – ‘Formula_1’ - with expression “Number_1” setting it equal to the numeric field.
Unable to create many-to-many relation between existing subform and form
Hello, I'm trying to create a many-to-many relation between existing subform and form following this guide: Bidirectional relationship between main and sub-form | Zoho Creator Here's the structure. Form 1: Tasks - Task name (single line field) - Steps
Track Contact's Account Changes in CRM
Is there a way we can track the history of a contacts links to various accounts? As financial advisers we deal with both business and individuals...some of those individuals work at the business's we also support...when they leave we need to unlink them
API Export Dashboard as PDF with Filter Criteria from Multiple Tables
When exporting a PDF of a Dashboard using the API, it accepts ZOHO_CRITERIA which comes from a single table, but won't export when the criteria contains more than one table. For example, imagine a simple dashboard with two charts, one showing sales by
Hidden Modules Limit
Hello all, I am reaching a limit of creating subforms that I am not clear about. I know that the limit in Zoho One is 2 forms per module. However I am trying to create a form and I get the following - "You cannot create a new subform as you have reached
Disable auto-completion for a form?
Hello, Is there a way to prevent auto-completion for a form? We have a form with name, address, phone and e-mail. On mobile devices, for example, the name is entered and you can then have the other data filled in. However, these are not displayed on the
How to delete a sync?
Hi, I have 2 Sync on my Zoho Campaigns. I would like to delete ones. How can I do that? Daniel
Zoho hosted Domain and Emails not working
Dear Team, There is anissue with my Inboxes as none of them are working. Original-Recipient: rfc822; vignesh@redknox.ae Final-Recipient: rfc822; vignesh@redknox.ae Status: 421 Action: failed Last-Attempt-Date: 17 Nov 2023 13:54:25 GMT Diagnostic-Code:
Creating a report that tracks marketing leads sent to sales
Hi, I'm rather new to Zoho CRM and hoping the community can help me out with a (relatively simple?) report I'd like to setup. Our Marketing team would like to track all leads that have come through to them and passed on to our sales force. Right now all marketing leads are created under one user and once a dialogue has been established, the lead is passed on to a sales person. The lead owner is then changed from marketing to the specific sales person. Not a very complicated process. Is there
Tracking a loan from an investor - a new Bank or Credit Card
I have an investor providing money from a HELOC (Home Equity Line Of Credit). I have also turned around and loaned this money to another company. But I want to track my outstanding balance of the debt that I owe to the HELOC. Would I / should I track
Zoho Creator API - is there a way to retrieve reports of type other than List?
We are trying to sync data between Zoho creator and our dw using the below API; https://www.zoho.com/creator/help/api/v2.1/get-records.html However, we are unable to pull reports that are not of type List. The requests error out with: {"code":2930,"message":"Error
Plan Custom Fields
Hello Again, We have a need to show plans depending on size and revenue of a company. We will not be showing all plans as default. Is there a facility to maintain such logic within Zoho so we can grab plans that are appropriate to display on our web end?
Plan Content & Widget Features
Embed widget - description. None of the templates have the plan description included? This seems a very odd omission. How can I add the description to the widget output code? Embed widget - settings The settings will not save. Every time I go back to it I have to enter everything again - colours, button text, fee notation etc. Should they save? Am I missing something? Plan Clone Any method of cloning products and/or plans? Be a big timesaver for me and cloning is widely used elsewhere in Zoho.
Zoho Booking integration with Zoho CRM - Custom fields
Hello, I've created a Webinar event in Zoho Bookings. In the registration form, I've added some custom fields i.e. address, zip code etc. I've integrated Zoho Bookings with CRM and the integration works. New potential customers after registering for
Backordering/Purchase Order Work Holds
What is the recommended process within FSM to account for and process the ordering of backordered parts from an estimate? Example case: A field tech generates an estimate for a customer on-site that requires parts that are not on-hand and the customer
Need Workflow Customization
Is it possible to exclude Saturday and Sunday from Business days in Zoho campaigns? I am running one workflow with 3 days gap as follows: Starting Wednesday it should deliver on Monday Starting Thursday it should deliver on Tuesday Starting Friday it
Customer Portal - Data Access
Hi there, Is there a way to enable customer portal users to see existing records (created by non-customers app users) ? I want to create a Customer Portal to enable clients to see product catalog, create orders, and see their history (orders, payments, etc.). However, their purchases and payments will be registered by normal zoho app users. The main purpose of the customer portal is to enable clients to see their own reports which will be populated by internal users. Thanks
Help for working with Rest API and Powershell using Creator
Hi i want to start out with that i am new to Zoho Products. and have been using Power Automate and many years work with PowerShell. I am trying to figure out what the approach is to create an app that can do lookup from API calls and maybe trigger a PowerShell
Only one uploaded file getting from zoho form into webhook url
Hi, I have one Zoho form account with a basic Subscription plan, I have created one Zoho form using form builder with a webhook URL, but I got one issue of when I tried to get uploaded files from the Zoho form using $_FIELS but only one uploaded file
Export Activities
Is there a way to export the Activity logged for a Candidate in an XLS format?
Embed Forms in Custom Android Apps
Is it possible to create a web form and then embed the same in a custom android app. The form details submitted should then be available to the android app. Anyway of achieving this?
New in email relays: secure and easy integration with OAuth login
Dear all, We're pleased to inform you that email relays in Zoho CRM now have O-auth login support. This addition will streamline the setup process for email relay and improve its security. Here is a quick look at the enhancements: O-auth login for supported
Zoho Learn Upgrade
Hi there, I have been trying to upgrade the Zoho Learn to your Professional package but can't seem to find where this is, even under your FAQ's it isn't where this is advised. How can I do this?
Trying to get Zoho Marketing Automation to sync data into Zoho Analytics
Hey friends! I'm trying to use the beta data source of Zoho Marketing Automation of Zoho Analytics. Every time I click on the Zoho Marketing Automation box, I get a pop up that says, "Unexpected Error." Any ideas?
Kaizen #110 Record Locking APIs in Zoho CRM
Hello everyone! Welcome to Kaizen! In the previous Kaizen post, we discussed Record Locking Configuration APIs. In this post, we will discuss Record Locking APIs in Zoho CRM. Record locking refers to the restrictions applied to a record to prevent changes
Easy way to create task from contact page?
Is there a way to create a task or a reminder from the contact overview page or do I have to specifically go to the task tab and add the contact along with details of the task?
Circuits in Zoho CRM
Hello everyone! We hope you are all doing well. We are back with big updates to Circuits in Zoho CRM. Circuits is now opened to all users in the US, EU, and IN DCs. We have introduced a credits system for circuits and the Pay-as-you-go model to purchase
Limit Expense Categories by Role
We need to have a fairly wide category of expense accounts exposed to Zoho Expenses so that a company principal or office manager can purchase a variety of things with company credit cards. However this presents a catch 22 because for employees we want to keep it simple - the only expenses they need are about 5 - hotel, airfare, meals etc. Seeing 20 different expanse categories slows them down when entering expenses and adds unnecessary confusion. Please consider the ability to define which expense
Delete acct
How to delete my account
White Label option
Is Zoho thinking of developing a white label product? If not, would you guys consider this option?
Support for Search in WorkDrive TrueSync
Zoho WorkDrive now supports searching files and folders from within the TrueSync app in your computer. From the TrueSync tray icon menu, you can search for files and folders and double-click them to open or go to the folder location. Note: If the file
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