Error message when uploading a ticket attachment via custom function | Deluge | Workflow
Hello there, I would like to have the email attachments moved to the separate attachment section of the ticket when sending an email from a ticket or when receiving a customer email. For this I have created a custom function as seen below. This also works
Hotel reservation system
Application for a small-medium sized hotel to manage reservations, generate free/busy view, calculate and print invoices and store/retrieve guest data for promotional mailings. Budget : to be discussed | Duration : 2-3 weeks To leave a private message, please click the link for private response in post Action section.
Would any other Zoho users benefit from filtering by Groups and Roles for workflows and analytics in CRM?
It would be tremendously helpful to filter by Groups and Roles for the Owner field in Zoho CRM analytics and in workflows. Right now you can only select multiple Owners (users), however, if an employee ever joins or leaves the department at hand, many
Zoho CRM and MA2.0 - How is the new sync working and what is best practice?
Hello, can someone please clarify how the sync is working. As I understand it: All Leads in a module are synced to MA, Changes in CRM are instantly synced to MA Changes in MA must be pushed to CRM Lead-Score, OptOut and Lead-Stage are pushed automatically,
Zoho Creator - [Free Webinar] Creator Tech Connect - Release Update Series - Part 2 - 2023
Hello Everyone, Creator's Release updates - Part 2 - 2023 Frequent product updates continually enhance the overall performance and functionality of the platform, ultimately improving the ease of using Zoho Creator and making it more efficient for businesses
Zoho Books horrendously Slow
Please assist me. I had my IT guy check what the reason is for zoho being so slow (buffering) and he said that it is not by pc or the internet buy from zoho books itself. What can be done to make it faster? Please advise.
Are buttons possible in custom related lists?
Hello, We recently discovered the Zoho resource about Custom Related Lists, and Square Labs fantastic article about implementing them. I couldn't find a complete list of display options when establishing a custom related list. For example, in the V2 Example
Make 1 daily leave = 1.22 daily leave (mantain proportion between employess with 6 days workweek and 5 days workweek)
Hello, in Italy, for some type of contracts, leave are calculated with a kind-of-weird mechanis. As per national contract, each employee has a 6 days workweek. When he takes a daily leave, then 1 day is subtracted from his available leaves. In the case
Google spreadsheet =importdata or =importhtml
I'm trying to import data into a google spreadsheet from a published URL / Permalink of a table from Zoho Reports. I'm attempting to use the Google spreadsheet =importdata or the =importhtml functions. I can't get either to work. Is what I'm attempting possible?
Full screen mode on a tablet
Hello! I created a dashboard Id like to permanently show on a tablet. I noticed you have two android apps to view dashboards on the phone/tablet. Zoho Dashboards shows dashboards properly but doesn't maintain colors and doesn't show a lot of important
Gallery Function for Updating Project Status
A custom function is a software code that can be used to automate a process. Gallery functions are a set of pre-defined custom functions in Zoho Projects. Users can automate these functions by establishing a Connection and by associating it with a Workflow.
Make contain fields in Spanish take into account the "´" accent mark.
Lets say for example I search the client "Ramón". If I type "Ramon" nothing will display as I will have to type "Ramón" with the accent mark displayed in order to have it displayed. Zoho is the first software I have seen that does it that way. It should
Printing or downloading Zoho Social Scheduled Posts
New to Zoho Social. Does anyone know if you can print or download your social calendar scheduled posts? Either as a spreadsheet or PDF? Would be great for meeting presentations. Just don't know if this can be done.
Why aren't all my conversions showing up?
I am using Page Sense to run an A/B test off ads on FB and the conversions showing up in Pagesense are way lower than what FB is showing? My trigger for conversion is the user going to the confirmation page but it might happen a few minutes/hours later - for e..g, if they pay via PayPal, they might not go to the confirmation page until they get an email later. Is it a session issue i.e. it's only recording conversions for a particular visitor for a certain time? I need to figure this out ASAP otherwise
[Webinar] Learn how to visualize and summarize data in Writer's mail merge
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for November 2023: Learn how to group and aggregate data in Writer's mail merge. This webinar will focus on how to use the Group by feature in Zoho Writer's mail merge template to
Custom Function to Auto Populate text fields from module to module
Hello All, I have two modules. Opportunity and Project Status. I want to create a new project for each new client in project status but, currently we are manually typing all the data instead of pulling it in from the Opportunity module where the existing
Can I limit the Number Choices for Multiple Choice Questions?
I need to create a multiple choice answer question where the respondent can select up to 3 total answers. How can I limit the respondent to 3 answers max?
Reports set up - want to remove an unneed module associated with the report
I have a report set up and I would like to remove the Task module from the report since I am not using those fields. How do I do that?
Import articles as pdf
I think it is an irony that zoho learn exports articles as pdf but does not support importing the same.
EMail not reaching the recepient
Reporting-MTA: dns; mx.zohomail.com Arrival-Date: Fri, 17 Nov 2023 19:14:41 +0400 Original-Recipient: rfc822; sales@redknox.ae Final-Recipient: rfc822; sales@redknox.ae Status: 421 Action: failed Last-Attempt-Date: 17 Nov 2023 16:00:38 GMT Diagnostic-Code:
Will Zoho CRM blueprints be coming to Sigma?
I am interested in building an extension for Zoho CRM, but would require including a blueprint as part of the extension. Any plans for this? If not, I guess my only option is a custom widget that would mimic the functionality. But that sounds like a lot
Search Functionality within the email Tab
Hi team, I'd like to request a search function to have a search box whenever in the Emails tab of a record in Bigin, so that you could type a search entry and it would show relevant emails that contain that term. Often, we have some records with a large
Error: Sorry!! Unable to display this page
Is Zoho Analytics down?
Have Bigin have the ability to read file format .msg to quickly preview attached emails to a post (without needing to download file)
Hi there, I'd like to request a feature update which would allow Bigin to be able to read .msg (downloaded email files) from the notes preview section. Often, we would attach emails that are linked to a note, so it would help productivity to be able to
SELECT with UNION ALL and LIMITS
Hi, I have a query I'm trying to run that has a UNION ALL but I need different limits on each SELECT. See below: (SELECT "Users"."User ID" as "User ID", "Users"."Employee ID" as "Employee ID", "Users"."Role" as "Role", "Users"."First Name" as "First Name", "Users"."Last Name" as "Last Name", "UserProduct"."Product ID" as "Product ID" FROM "Users", "UserProduct" WHERE ("Users"."User ID" = "UserProduct"."User ID" AND "Users"."Role" = 'Child') LIMIT 1 OFFSET 2) UNION ALL (SELECT "Users"."User
SKU Run rate in zoho analytics
How do i create a run rate
Hyper-V VMs slow after Unattended Remote Access Install
I just did a test install of Zoho Assist on a Windows 10 VM and noticed immediately that the machine has slowed to almost unresponsive. Zoho Assist will not connect, but the machine does show up in Unattended Access. I installed it on a physical machine
Plain text column loses leading zero when exported to csv
I have opened using notepad as per this old post https://help.zoho.com/portal/en/community/topic/leading-zero-for-zip-code-disappears and the leading zero is still there. However I cannot access the recommended solution (I guess because the post is so
Voici Zoho Marketing Automation 2.0
Nous sommes ravis d'annoncer la sortie de Zoho Marketing Automation 2.0. Cette version permet aux spécialistes du marketing de planifier, d'exécuter et de mesurer leurs efforts de marketing à partir d'un seul et même endroit. Que signifie Zoho Marketing
New features rolled out?
What is the best way to be notified of any new features rolled out? or any early access feature? Thanks
Update: Streamlining the file attachment functionality on SalesIQ
Dear SalesIQ users, We're introducing a new update to the file attachment feature of SalesIQ live chat, which is not only in response to the valuable feedback from our customers but also aimed at enhancing the overall security of your data. What's New?
Format for module field in argument mapping - workflow automation
I can't seem to find any documentation on how to format a module field in the argument mapping for a custom function in my Instant Action. I would like to send the lead id to the function. I have tried every possible version that I think of, and there
How to setup a homepage showing Recent and Most Read Articles
Hi, We are using the knowledge module extensively. We want to set up a homepage which includes cards for: Top Recent Articles Top Read Articles Top Followed Articles Top Helpful Articles How can we set such a page? We are open to any suggestions offering
Hide a text in a spoiler
Has Notebook app a way to hide a text in a spoiler?
Important updates regarding X, publishing calendar on Zoho Social, and new data centers in Canada
Hi everyone, We have some important information about recent updates and enhancements. X discontinues support for post location tagging through API We're migrating to the next version of the X(formerly Twitter) API. X recently announced that, with this
Zoho CRM connection: missing COQL scope
The ZOHO CRM connection does not include the COQL scope, which prevents from running COQL requests in custom functions. The Zoho CRM COQL API documentation states the required scopes for COQL requests: scope=ZohoCRM.coql.READ (and) scope=ZohoCRM.modules.all
Calling Functions using REST APIs
Hi, I'm trying to create a new standalone function to integrate my external system and Zoho CRM. I want to use the function as an incoming webhook, I need to create new Lead into Zoho CRM and this approach may be works, but I'm facing an issue when running the function script. I'm following the same steps described in this article: https://www.zoho.com/crm/developer/docs/functions/set-up-functions.html#Function_REST-API The point is: When I run the script, I get the following error: Failed to save
Sync Crm with Zoho marketing automation.
I have Zoho one. When I am in marketing automation, I go in leads, sync and crm is not linked, I do add new account and it says organization is already integrated and on the same it says account not associated. What is wrong with zoho? It is sunday evening
File upload (Zoho Forms) not working
Hi, The past days the file upload functionality in my Form hasn't been working. The image files are added/uploaded fine but when the user tries to submit the form an error is reported by Zoho Forms. This hasn't happened before, it has worked just fine for 18 months, and I haven't changed a thing lately in the Form - please advise.
Search- and Filter-Function
Dear Zoho Recruits Team, I hope we can help each other. They already provide a good career website. The candidate can look at vacancies and register on the career page. In addition, the matching job offer can be placed on the watch list. What I personally
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