Add new line in subform via Rest API
Hi guys, I ended up recommending Zoho CRM to a client, but he wants me to add a new line to the subform via the Rest API, I didn't find anything that would help me do this via the API, could you please help? today I'm trying to add like this POST https://crm.zoho.com/crm/v2/Contacts/6001041000000461001
Why we cannot edit the booking page anymore ??
I am new to Zoho, and very dispointed with the booking app... I read online that you can Design Your Appointment Scheduling Website (https://help.zoho.com/portal/en/community/topic/a-simple-guide-to-designing-your-appointment-scheduling-website-on-zoho-bookings).
Zoho CRM and Scheduled Actions on Workflows
I have a workflow that is triggered when a certain condition is met (condition A) It has an instant action and then, 3 days later, a scheduled action. Within those three days Condition A is no longer met - does the scheduled action run anyway or not ?
Register for our Upcoming Webinar - Customize and Personalize your Customer Service Platform
Hello all, Hope you are well and safe. We are now preparing for the fifth webinar in the series. Webinar Topic: Customize and Personalize your Customer Service Platform Date & Time (PDT): November 15, 2023, at 11:00 am | Registration Link: https://zurl.co/OiqZ
How can a published page (permalink) show up as a pop up window
Hi. Is there a way for a published page (user access the page using permalink) to appear in a pop up window? Apprently zc_loadIn does not work on external link, like the permalink for a published page. How will I be able to redirect user from a zoho creator
wrong entry
hello evryone i was enter wrong due date into accounts payble , now i want to enter right due date in zoho book free version. any one guide me please
Allow Books Sync to CRM to select a view from Books to restrict what products are synced to CRM
Current functionality allows an admin to select a view from CRM to filter the product records in Books that sync with CRM. I believe this is a little backwards as the CRM system 'shouldn't be the primary source of Item Data when a Tennant is using CRM
Viewing attachment in Zoho webmail
Beginning a couple of days ago on the web version of Zoho Mail, when I click to view an attachment in either a pending e-mail or an e-mail I already sent, the document loads in an animated way, as if it's doing cartwheels, before finally stopping right
Prefilled hidden fields in form
Can someone tell me how to set a value for a hidden field in a form? I see I can set it as mandatory or not, but that seems to be the only option - there's no place to specify the value the hidden field should have.
New Features rolled out on October 20, 2023
New Chart Type - Tree Map We're thrilled to announce that Zoho Analytics now supports Tree Map visualization. Tree Map helps you to explore your data hierarchically with ease and uncover trends with precision. Click here to learn more. Chart Styling Enhancements
Appointment-Type in which two consultants are required to attend
Hello from Munich! I would like to create an appointment in which two consultants are required to attend. So Zoho Bookings should only offer appointments that are free with both consultants. At Hubspot, this was no problem. How do I do this with Zoho
Get Associated Deals via API
I only have basic skills...and hoping for any help on a problem I can get a Deal record just fine, but it doesn't return any related deals for that record (we have a custom field setup which is a link to another deal) I assume this is what the related
How to change Fisacal Year begin ?
I cannot find a tab name "Forecating" to change the Fiscal Year setting.
Desk - Finance Integration: Line Items and Default to Contact vs. Ticket
I'm using the Inventory and Books integrations with Zoho Desk, and these are very useful. There are a few things that could make this even better, though. My company manufactures durable goods and sells via e-commerce. Our support runs through Desk. We
Adding an attachment (PDF, Word doc etc) to calendar appointments
Is it possible to do this, and if so, how? Thanks!
Travel note. I
Travel card
Travel note. I tried forwarding my travel plans to add@notebook.app but nothing has appeared in my account. Email has pronounced back. Where has the info gone to. Not feeling that this is very secure or private.
Unable to send message; Reason 553 Relaying Dissallowed
G'day, I can't send emails anymore as my domain name expired, which I have since Payed for again. I can receive emails, just cant send.
Unable to Access Zoho email via Microsoft Edge
I am unable to get into my Zoho email via Microsoft Edge today. I seem to be able to get in via Firefox however, but I think I was told by Zoho over a year ago that Zoho isn't compatible with Firefox. Has this changed? I've also just sent two test emails
Lock Feature
How do i turn off the lock feature?
Zoho Mail will not load
This morning I could not get Zoho Mail to load. After entering my user/pass, I would get a "loading" notice, but it would never load up. I tried chrome and firefox on two laptops from the same IP and then on chrome and firefox from a desktop on a different IP. I submitted a request for help and after 6 hours no one has responded. I googled the issue and discovered others have been having this problem. Someone suggested they were able to load their email by opening up an incognito window. Fortunately,
Zoho mail- Blank white page
Zoho mail seems to be down for over an hour, although I can log in but I can't see my mails..just a blank white page appear
Cannot access mail via Chrome of Firefox this morning.
Earlier this morning, EST, I was met with a blank landing page trying to access Zoho Mail via Chrome from my laptop. Same with Firefox. Both browsers updated. Anyone else having this issue or seen an update from Zoho? Thanks!
如何添加多个域名邮箱？
如何添加多个域名邮箱？
What could I do to accomplish my app ?
This because the app now has nothing inside.
سلام
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Adding Additional Email Addresses
Hello I need to add more email addresses. How many email addresses do you get with the $1/month plan and do I lose my free email addresses and have to pay for 10 email addresses instead of 5 if I upgrade? Do the free users have to start all over and make another account? How does this work?
Having "List View - Each Record" buttons appear in customized views on customized homepages
Hey friends! I have a custom button that simply opens the current record in a new tab. I want to make sure this button is appearing on customized views in a customized homepage. Any way to do this? This is what I'm looking for ^^ These are the buttons
Customized Home Pages Opening Links in New Tab Instead of Current
Hello! I have a request from an executive for his team's customized home page. When his team clicks on links to Deals, it opens the deal in the current tab, but he wants them to be able to keep the home page open and work out of it. Is there any way to
Useless scroll bars with no space to scroll need to disappear
Check out the scroll bars on the right and bottom of the image. The one on the right moves the view about 1 line and there is no reason for it being there since there's another one in the pivot table that actually works. The one on the bottom hardly moves
Notebook due date
It would be great if a to do could be assigned a due date and a reminder. Can you consider implementing this feature? If both not possible, could you consider just implementing a reminder function for a to do? Thank you.
Unique ID: A little field that saves you a lot of hassle
If you go to the Zoho Forms builder and look under Advanced Fields, you'll find this field called the Unique ID. The Unique ID field is one of the most under-utilized features in Forms and one with a lot of hidden potential; literally. It's a field that remains hidden when a user fills out the form, but you can see it while viewing the form submission. How is this helpful, you ask? Ever tried to find a needle in a needle stack? When you have a bunch of orders or bookings and a customer has a query
Calculate Price based on duration and extract business hour and out of business hours.
Hello Everyone, I’m looking for some advices on how to or help to code from you. Let me introduce my request, i have an app in Zoho creator i use to track my interventions and make invoicing at the end of the month it’s a app I made myself and I’m not
I would like to keep a record every time my item gets modified in my Inventory Report
In my Zoho Creator, I currently have an inventory report that gets populated from my Receiving form. The items need to pass through a sorting form where their Container numbers/types/materials/etc may change during this process. I would like to have an
Deluge statement execution limit
Hi I try to use a function iterate all records (about 10,000 records) and revise some fields Here is the error message I got "The number of deluge statement execution limit exceeded the maximum limit." Is there any way I can easily to do the batch revise over all records Thanks Regards, Matthew
split invoice to multiple invoice
I have a case where I have to divide one invoice into 4 invoices that must be billed to customers. for example, in each period I provide an invoice of 25% is this possible to do?
Formula Field - How to count number of specific weekdays between two dates?
I'm using a formula field in a Request Time Off form to determine how many work days a person will miss if their request is approved. This part of the formula works fine using the workDaysBetween function. However, I want to determine how many regular
ZOHO API Analytics: Add new record if it not exist, else update row existing
Is possible to add a new record if it does not exist in my table, otherwise update existing record. I'm using ZOHO API Analytics V1. Thanks.
Selectable Terms and Conditions for a Quote
Hi Team, I am new to CRM and am coming from a different CRM. In the previous CRM, there was the ability to select different Ts & Cs for a quote. You may be selling hardware or software, etc, and the Ts & Cs could be different. I am looking at a picklist,
need a workflow when I convert quotes to invoices
Hello I'd like to update a field with a function, when a quotes is converting to invoice with the zoho crm builtin convert button I try with workflow rule, but there is no trigger for convert Any ideas will be appreciated Thanks
Using SMS received as a workflow trigger in Recruit?
I'm trying to set up a workflow in Recruit and need to set the trigger to be when a Candidate sends an SMS in. I can work out how to trigger on Email received (or at least on create/edit with a condition of Email) but how do I trigger a workflow on SMS
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