Auto login user by Remote authentication feature
Currently, I am looking to integrate our hosted applications with the Zoho help center. The requirement is as follows, a specific set of users will be logged into our application (authentications done at our end), and once the users are logged in, in
How to book a sales entry in vendor account and have a single ledger/statement of debit / credit ?
Dear Zoho Team, We have vendors who are our customers also for some goods. We need to record the sale made to them so we created a customer account for them too and linked both customer and vendor account to each other, but unfortunately there is no provision
Octobre - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour à tous, Zoho s'efforce constamment d'améliorer les capacités de ses produits afin d'aider les clients à gérer leur entreprise sans accroc. Découvons les nouvelles fonctionnalités et produits de ce mois-ci. Pour améliorer la communication, la collaboration
Effect of changing Department name
Hello, We have a department in Desk that we would like to change the name of. I am reluctant to do this due to being unaware of how this might effect current tickets in the queue, assignment rules, agents assigned etc. Can someone please let me know what
ZOHO User Usage Report?
Hello! Is there a simple way for an admin in ZOHO to pull a usage report by 'Active Users'? We are identifying users in the organization that do not utilize ZOHO as frequently, but I cannot seem to find a simple way to run any analytics on this at all.
400 Bad Request Error Received with DELETE Method in Webhook
Greetings, I'm encountering an issue with Zoho Inventory Automation Webhooks. When I use an outgoing webhook with the DELETE method, I receive a 400 Bad Request error. The response in the zoho logs shows that all the JSON data is included in the URL.
ZB: Thank You for Custom reporting Account Transactions!
This has been a request for many many years finally now we are able to report Account Transactions with a custom view that includes filters by Account--thank you Zoho!! 10+ years Books subscription, it has been fun to see this software grow. Best. -
How to Remove Uploaded File of File Upload Field using Deluge
Hello All, here is example: File Upload Field Name: Unsigned PDF File Name: XYZ.PDF Sample Code: data = zoho.crm.getRecordById("Custom_Function_API",id); pdf = data.get("Unsigned_PDF"); //info pdf; //------------Get Old PDF---------------- for each rec
Filtering table data
Filtering table data enhances data analysis and allows users to focus more on the relevant information for their specific needs and objectives. Watch this video to learn how to filter data.
Subform at custom PDF template
Hello together, I would like to create a custom PDF template. Now I have a subform which contains 15 fields. In the PDF template, a maximum of 10 columns are displayed. How can I output the remaining 5 fields? Is it possible to display the table of the
Problem by passing values in Zoho CRM through Flow custom function
I am trying to write a custom function which updates a field with a value in zoho CRM I have written the below void Remove_Tags_GTP(int dealID) { getDeal = zoho.crm.getRecordById("Contacts_x_Products",dealID,"crm_sandbox_v2"); contactId = getDeal.get("Contacts").get("id");
Last Activity Time does not update when emails are sent via an email client outside Zoho CRM
Hey guys, I'm among many people that uses Office 365 as the working horse for the company, as much as my clients also do. CRM seems to ignore the emails sent to customers via Outlook for example and does not update the last activity time in CRM, which
Zoho CRM calls integration with the RingCentral plugin for MS Teams
Hello All -- We have integrated RingCentral with MS Teams via the RC plugin. Has anyone determined a way for Zoho CRM to use the plugin instead of using the RC app? Having both Teams w/ RC and RC app running causes multiple prompts when receiving calls.
You do not have sufficient stock to create out-transactions
Greetings, I did a stock update of all my items, however some of them threw me the error of "You do not have enough stock to create external transactions", and I do not understand exactly, none is a composite item. Someone who can help me correct it
Available to Sell Inventory
I am hoping someone from the community can help me out because at the moment, it doesn't seem like inventory/books/CRM system can actually show items availability to sell information quickly and I am a bit baffled. I am new to Zoho, tech-aware but like
ZOHO CRM API fetch data slowly
Hello everyone, I am using zoho crm api to build my widget for my crm, but zoho crm api is very slow and fetch data from server slowly. Do you have any idea where what should I do to solve this problem ?
Remote Login: Zoho Help Center / Portal (Customer)
Hello, I would like to open the Help Center https://<customName>.zohodesk.eu/portal/en/signin and authenticate the customer directly so that they are automatically logged in. This is not about the internal employees / agents but about the portal users.
Booking Integration doesn't work
Hi, I added the Bockig integration and activated it following the guide. However, the option to propose a visitor in the chat to book an appointment is not available in my backend
What's New—October 2023
Hello everyone, We're always working to improve the Backstage experience for you. This time, we've rolled out some updates to make your event planning a little easier. Here's everything that's happened the past few months in a nutshell. You can now edit
Macro or function to display each unique value in a column and the count of occurrences
Hi I've been tearing my hair out a bit with this one. I've got a set of data, which I'm applying filters to, but I then need to be able to quickly see how many unique values there are in a given column and the count of each. My initial plan was a VBA
CRM EMail not updating
This was working a few days ago after I configured it, was getting my GMAIL email in the CRM and the little mail icon would update, but now it is not working anymore...Please let me know how to fix this...I did not change any settings, and am hesitant
Adding of Quantity of Duplicate Items Name
@Daniel Christopher J @Pheranda Nongpiur How to add quantity of duplicate item names retrieved from list of packages which are not shipped packages = invokeurl [ url :"https://www.zohoapis.in/inventory/v1/packages?status=not_shipped&organization_id=60000744969"
Note field does not show value on mobile app
Hi there, has anyone noticed that the Note field no longer shows value on the mobile app? I am using the latest version 6.13.8 for Android.
Canvas View for Zoho Recruit
Hi, We urgently need Canvas view for Zoho recruit. Could someone let me me know the go live date for this?
Unable to Authorize and authenticate calls.
I was trying to consume Zoho APIs but it seems that the authentication is not working and we are unable to get the access token. I have followed all the steps as mentioned in the below documentation , but the postman call is not returning the access token.
Switching Tabs Results in Loss of Cell Position
This might be a bug report or a feature request, depending on one's interpretation. Using the following scenario: Create a new Zoho Sheet spreadsheet; On the first tab, enter enough data in the first column to force the sheet to scroll vertically; Switch to the second tab; Switch back to the first tab Instead of maintaining my cell location on the first tab, Zoho Spread returns me to the top row of that tab. If I am switching back and forth between tabs, having to scroll every time to recover my
Can I share a course for external users to complete?
We are an insurance broker and want to create a course for onboarding new agents. Our agents are contractors in a way and do NOT get a Zoho One subscription. Can we share these courses somehow with them? Thanks
Purchase vs Consumption Unit of Measure Conversions
I'm new to Zoho but I'm not new to ERP systems and I have a new small business i'd like to use Zoho for CRM and Inventory primarily. I'm piloting some initial master & transactional data to see how the system works and I'm having trouble mapping a few
Zoho Developer Hangout (ZDH) - Episode 3 | Building Custom Functions and Automation Designs
We're happy to introduce the third episode of Zoho Developer Hangout, where our developer community members come together to discuss the automation capabilities and integration between Zoho applications and other third-party applications. In this episode,
Adding Subscriptions Data to CRM, in Fields which can be used in Campaigns
We are launching SaaS services. The products are built in Billing, they synchronise correctly to CRM, and can be created from CRM. However, the data displayed in CRM about the subscriptions cannot be synchronized to Campaigns, which we need to manage
Pick a light agent as ticket owner
My collegae is a light agent within ZohoDesk. I would like to set him as a ticket owner, so I can monitor the progress of this ticket. But I don't see his name/profile when i want to set the ticket owner.
A $15,000 Problem: Emojis.
So to some, this is not very major, to me, it's absolutely critical to my business and I am ending up paying $15,000+ per year for this. Emojis. I need to be able to use all Apple Emoji within the CRM Text fields. My business is an advertising agency
Can't access voice recordings in Calls Module
Hi! We are integrated with Jive telephony and can't access voice recordings. About a month ago during testing, we were able to access one such recording, but since then, no call has been accessible. The field is empty and when I hover over it, a "locked"
How create a report showing what tasks are scheduled to be done but are not started in a specific duration?
Suppose I have a table with following data: Sample task history table We need a pivot report which shows what are the tasks which were scheduled to be done but are not started in a specific duration. For example, if max allowed delay to start a task is
How can I submit a form through deluge?
I have a form that has records which include information on each unique product we sell. Each of these products have their information updated frequently, and thus need new reports printed out each time they're updated. Currently we have to edit the record, submit the update, reopen the record, and click the link that sends us to the report to print. Is there a way that I can click a decision box, have everything in the form update, and then have an openURL pull up the report with updated information
Unable to add contacts in Campaigns
I've already submitted a ticket for this, but this is urgent and I've not gotten a response all day. I cannot add any contacts to a contact list in Campaigns. I've tried uploading a .xlsx file, a .csv file, and just now, I gave up on waiting for a response
Importing/transferring WP site to Zoho Sites
Trying to find out if it's possible to transfer a WordPress Site to Zoho Sites based on export files available? Is this a service that Zoho Sites support can perform? If so, I am prepared to pay for this service.
Restrict some Agents access to some Accounts & Contacts
I have two agent types: Full Agent Customer-Specific Agent I want Full Agents to be able to access all tickets, contacts and accounts - I can get this working fine. I want Customer-Specific agents to only access tickets and contacts specific to ONE account.
[Blog] Democratize decision-making with powerful data storytelling
Decision makers at all levels, especially C-level executives, mandate hard data before they make their moves—and it’s in this context that data storytelling finds its place and utility. Today, data-driven decision-making isn’t just a buzzword. Rather,
Zoho Books same Items choices of sale account on invoice?
Hello everyone, I was wondering I have this customer (first time I get a customer that does B2B and B2C) that have the following structure for is charter of account. Sales and under sales he as sales - residential and sales commercial. What I would like
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