Trying to automate some logged calls association with the correct deals
Hello, I have a Deluge function set up that properly uses a deal's ID to search for calls related to an account and return the most recent call's ID. I'm able to update any field in this call with zoho.crm.updateRecord. The one field I'm having issues
Please share few Reactjs projects that you have been used zoho crm Api inside it
Hello dear developers, please if is possible can you share few Reactjs with me that you have been used ZOHO CRM Api inside it. thank you so much
Where is the Service Description displayed?
When we set up a service in Zoho Bookings, there's a "Description" field where we provide more details about the service and what to expect. But going through the booking flow I can't find that description anywhere. We need to provide that description to the client when they are booking. Where does that description display, and is there a way to get it to show at some point during the booking process (before it is completed)?
Zoho Commerce hangs at checkout
Zoho commerce hangs on checkout at the first page when contact details are entered into the first screen making it unusable. Anyone else have this issue? Any fixes?
email from client did not create ticket
We have had this happen a couple of times in the past and them it seemed to clear up but today it happened twice. A client will send an email into our support address but it will not create a ticket. We know that the email came because we have it copy
Tickets mail blocked. Service unavailable; Client host [sender4-zs8.zoho.com] blocked by dnsbl.sorbs.net; Currently Sending Spam See: http://www.sorbs.net/lookup.shtml?136.143.188.8
Hello, our Zoho Desk emails are being blocked with the message: Service unavailable; Client host [sender4-zs8.zoho.com] blocked by dnsbl.sorbs.net; Currently Sending Spam See: http://www.sorbs.net/lookup.shtml?136.143.188.8 Can you please get this r
Zoho Desk and Jira integration - Can I connect multiple Jira accounts? If yes, how?
Hi, We already using the Jira integration with one Jira Atlassian account, and it is working well. My question that, is it possible to connect to multiple Jira Accounts as we're working with multiple dev teams and the new team has their own Jira account?
What's New in Zoho Books - September 2023
Hello users! With the onset of a new month, we're delighted to bring you new feature updates and enhancements which will elevate your accounting experience. Read on to learn more about what's new in Zoho Books this September. Tax Automation Using Tax
React Native Build Error with ZOHO sdk
Hi All, We are getting error while building our react native app with ZOHO react-native-zohodesk-portal-sdk (Screenshot attached). Please let us know if its a known issue. or if you have any ideas.
BLUE HOST CANNOT FIX MY MOD_SECURITY ISSUE
I have numerous websites with Bluehost (first issue). I ALWAYS have to go through the process of getting them to whitelist the ZOHO plugin, usually it takes several attempts to get them to figure it out. I have now been in communication with Bluehost
Referring to a Jira User in a Zoho Flow
When using Jira as an action in Zoho Flow, how does one refer to a specific Jira User when configuring fields? Is it the email address, name or what?
Limits of images file in per record
Hi Community, Could you help me out with this. Is there a limit on the number of image files per record in Zoho Creator? Regards, Utkarsha Gupta
Multi tenant in Zoho
Can I do multi tenant in Zoho and add subscribers to use my zoho with a diffrent permissions?
Examples of Zoho Sites
I am considering switching my site to Zoho site. So, I'm wondering if there are others here who have built their websites on for clients using Zoho Sites and are willing to share their experiences or url links to the sites they have created. I did see
Group your Zia Strategy Influencer's contributing factors into segments in Zoho CRM
Dear all, We're thrilled to introduce a couple of enhancements to Zia Strategy Influencer's Target Contributors and Anomaly Finder components—providing details in segments to help you prioritize your goals better. Read along to know the benefits of these
Power of Automation::Automatically update a project's custom picklist field in accordance with changes in the task status.
Hello Everyone, Here we are again thrilled to share another requirement that has been accomplished through the implementation of custom functions. A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions
Canvas View for Zoho Recruit
We urgently require Canvas view for Zoho recruit. Please add this functionality. Thanks, Miriam - Business Owner
Struggling with Zoho Flow Webhook Configuration
Hello! I'm currently facing a challenge in configuring a webhook within Zoho Flow. I am trying to map data to a Fetch module entry, but during testing, it appears that the information is not being transmitted to the Fetch module entry as intended. Specifically,
Email Blocked. Please unblock asap
Hi my client hasn't had access to his email for 3 days now. I've upgraded his storage and still says it is blocked. I've tried to unblock it and it doesn't work. can you fix this asap please. I've already made contact about this twice to the support email
Minor editing to locked system or default items in chart of accounts
I am an accountant for a nonprofit, and we handle our chart of accounts slightly differently, We would like to be able to make minor edits to some system accounts. This reflects the fact that we define above and below the line differently. For example:
Background changing when using Image field in zoho signs
Hi Team, We have create a merge sign document in Zoho writer and triggering it from Zoho flow. Everything is working properly but the background in the image upload field is changing. which making the document looking little odd. Can anyone suggest to
Update field based on roll up summary update
Hi there, I'm fairly new to Zoho and am hoping someone can point me in the right direction. I have created a roll up summary field on the Company module to summarize the total invoices on that account. I would like to update the account status once this
Client script: storing data between events
Hi everyone! I'd like to write a Client Script for a "Page onLoad" event that stores a value somewhere in the browser and then use that value from a "Page onSave" event. Is this possible? How could I store the value? I've tried using "window" and "document"
account migration to Canada DC
Hi, how can we request an account migration from US Datacentre to Canada, please?
Feedback about Income & Expense data analytics.
Hello Zoho. Your accounting tools are great! I have a recommendation for you. Income & Expense data is very important for any business. So, If you ad a filter like Previous Month & Current Month, i think it will make ZOHO BOOKS more Convenient and User
Seeking recommendations for SMS / CRM Integration...cannot be app-based integration
Requirements: Ability to use physical cell phone for both voice and sms. I need to be able to tell my customer "you can call me or text me using this phone number which is my business cell phone". Unacceptable to use ONLY a stand-alone "sms app". SMS
Use of Calendar groups
Hi guys, I am new to using some Zoho services. I have created an email for my company and I've created 2 group emails (info and booking). I want to use the booking email to send users a confirmation mail after they've booked, and I want it to be the email
OneDrive not triggering
Please, I'm in the flow https://flow.zoho.com/#/workspace/default/flows/new_pdf/history. It should trigger whenever a new file is added to One Drive. The connections seems to be ok, but many files already added to the specified folder, and no trigger
Invite Contact / Vendor By Zoho API - Zoho Books
Please see the sample code vendorID = vendor.get("contact_id"); companyName = vendor.get("company_name"); organizationID = organization.get("organization_id"); contactlist = List(); mp = Map(); //contact_person_id will be save in Zoho Books record JSON.
I suddenly cannot receive or send emails
All of a sudden this morning, I suddenly cannot receive or send emails from/to outside of my domain. The problem exists on my mobile phone, PC using MS Outlook and PC using your email web client. I have not changed anything. Email has been working well
Mail "Proccesing" and won´t send
Whenever I send an email it goes directly to my sent folder and says "Processing" if I refresh the page the message dissapears and the email doesnt have any indicator of it being "In line" or "Sent correctly". Need help because I alredy sent an email
Does Bounce Contacts count towards my contacts limit?
If you have a 25,000 contacts limit and 20,000 contacts in your marketing list with 5,000 contacts in the bounce list (which were moved automatically by the Zoho system), your current contact count is 5,000 out of 25,000. I want to know whether this count
not receiving emails
hi. i have 5 email addresses for my company registered by Zoho, since Thursday 12 oct 2023 i am not receiving any emails to all my company emails. my domain name is Altarjuman.com
zoho maiil down
Zoho mail seems not to work for over an hour, although you can log in at your account our emails are not send and we cannot receive as well
Create a task in Zoho CRM directly from Zoho Cliq
Components used : Slash command, message action. Slash Command: To create a task in Zoho CRM directly from a chat window in Zoho Cliq, follow the steps below: Step 1: Create a command The first step is to create a command in Zoho Cliq that allows users
filter in Reports with "Search and Auto-Complete" ability
It will be perfect, if users can use search and autocomplete (as for Lookup fields in Forms) in Filters in Report headers
Not Receiving Incoming SMS. Twillio is Integration
Not Receiving Incoming SMS. Twillio is Integration. Re-configured and still nothing. We can send but we cant receive.
Help Center Best Practice for formatting PDF Articles to the KB
I am part of an organization that migrated from a different CRM system and we are trying to upload our existing Articles (which are PDFs) into the Knowledge Base. I have tried uploading with the below two methods: 1- Convert .pdf to a .docx and use the
Add Dynamic Charts in Writer's Merge
We've built a way for you to dynamically generate a chart that can be embedded in your document during merge. Popular types of charts like column charts, bar charts, pie charts, doughnut charts, and line charts are supported. How to create chart during
Canvas Scroll Bars Query - How To Hide Them?
I've just started playing with Zoho Creator's Canvas Feature to create a Job overview screen. Can anyone advise how to get rid of the scroll bars on the table/subform inserts? I've tried reducing the number of fields shown, adjusted width of various containers,
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