How use aggregate formula form two table or use IF in Pivot view
I want use in aggregate formula from 2 table But I have this info Modified formula can be associated only to the table "Otwarte z filtrem - Support" and not to the existing table "Agents (Zoho Desk)". Changing associated table is not allowed when editing
Calculate different values based on today's date (last 30 days sales, last 60 days sales, lifetime sales...etc)
Hi everyone, I'm looking to obtain something simple like "last 30 days sales", "last 60 days sales" as a value to use it on my pivot table. I'm trying to get the following aggregate values : - Last 30 days sales - Last 60 days sales - Last 90 days sales
Multiple video feed and full-screen video
A key need for our web meetings is a requirement to see (video feed) every participant as well as choose a participant to have a full-screen video for meetings. Is there any plans to incorporate these capabilities in the Meeting application? If yes, any (ball-park) timing for release? Thanks!
How to add todays date to an invoice that updates the date with current date
Is there any way to include today’s date on an invoice?. This would show today’s date on the pdf and in Zoho Books until the invoice is sent and can no longer be edited. In other words, it would dynamically update itself with the current date until it
error 5.5.1 authentication required
DKIM authentication is done. Yet getting the error 5.5.1. How can we resolve this ?
Bulk Schedule for Posting TikTok
Hallo, We have a client whose business is a social media agency specifically TikTok. Currently they are handling 30 TikTok accounts from. I think zoho Social can handle it with Agency License + with Add on 10 Brands. Their concern is related to posting
Free webinar - Managing paperwork across the employee lifecycle using Zoho Sign with Zoho People and Zoho Recruit
Hello everyone, Getting your prospective and on-roll employees to sign documents like interview forms, NDAs, offer letters, onboarding documents, organization policies, and other employment-related paperwork is always a repetitive and cumbersome process.
Is it possible to insert a subform of a subform?
This might only apply to the CRM integration but is there a way to access subform fields within a subform? As an example let's say I have a merge template for Accounts and want to insert a subform from a related Contact, is that possible?
Zoho Commerce Product Download
While downloading the products from Zoho Commerce, in the excel file the variant image links which we are getting is something like: https://www.siaa.in/product-images/PF7197A+%281%29.jpg/1266267000002706283/200x200 But the resolution of the image is
Schedule a Zoho Meeting with a longer duration
Hi, Is it possible to schedule a Zoho Meeting longer than 3 hrs? If the meeting goes over the allocated time, does anything happen?
JS SDK - Zoho Creator - React
Hi, I am testing out the JS SDK, and wanted to load React no-build libraries. However I am not able to load React library. In the sample app I can see that JQUERY is being used in the same way that I am implementing ReactJS external libs. For reference,
Forms: control what prepopulated data a client sees when we share a form that updates crm
I have an Client Onboarding form that i've created for the client to share certain information about their business with us as part of the onboarding. This form updates custom fields in their Accounts Module in Zoho CRM. I'm using the Account Name field
Storage Space Update
October 15 2023 Greetings, I keep getting a 'pop-up' notice informing me that I have used up most of my 100GB of Premium storage. However the reported information that I see in the phone's setting has shown only 6.5GB of storage space used. Several times
deposit on invoice
how does zoho invoice handle deposits on a total invloice. we do web design work and often collect an upfront (deposit) on the work. lets say the invoice is for $6000 total, we may request $4500 to start work. How would you deal with this issue?
How can we get the bank to automatically reconcile outstanding items?
Hi, We're not just a Zoho partner; we might secretly be some of its most die-hard users. We wake up with Zoho, go to bed with it, and even sleep in Zoho pajamas. You get it; Zoho can do little wrong in our eyes... but there are some minor irritations.
Get Zoho Analytics Data from the Table by Analytics API
Hello If you are looking for a solution to get the data of Zoho Analytics Data by the API, Please have a look below email = Zoho Analytics Owner Email workspaceName = Zoho Analytics Work Space Name viewName = Table / Report Name Scope will be use:- ZohoAnalytics.data/
Deluge Script - Print multiple records, one per page
Hello Is there an openURL command that can do the same as printing a summary of chosen records? For example, if i choose three records in a report, and choose print, then print as summary. This will print each record on a different page. How can this be down with Deluge script? Thanks
Changing Card On File For Billing Renewals
We're looking to update our credit card information for our account and cannot find a place to do so.
Can I associate certain topics with ONLY one list?
Let's say I have two lists A & B. I'd like to have Topics 1, 2, & 3 associated with List A, and Topics 4, 5 & 6 associated with List B. When someone from List A decides to change their preferences, I want the topic selection page to ONLY show Topics 1,
Bulk/mass email from a filtered list
Hello, I am looking to send an email to a filtered list. I have a form called school_details that has an email field and from this form I have a filtered list report. When I create a record in form b I want it to send an email to the email addresses in
cannot be ordered
标准版本的信用卡和贝宝付款被拒绝。
Zoho Account eMails are not available to Zoho Desk eMail picker
Hi, 1. customer creates a ticket in Desk 2. Ticket gets forwarded to an agent 3. agent opens the ticket and replies to it using the build in mail function 4. agent wants to CC the reply to another Zoho user (e.g. sales) 5. the agent must type the complete
New Update - Wordpress Plugin
Hello everyone. This is an announcement for customers using SalesIQ code on their WordPress website and have chosen to hide the chat embed using the "Hide chat widget" checkbox as shown in the picture below. As per recent standardisation regulations on
Re-Sync CRM with Campaigns
I setup Leads and contacts sync in Campaigns with Zoho CRM. I deleted contact in Campaigns in error. How do I re-sync? I know we cannot delete a sync. But I need to get the contacts and lead back. Chandresh Shah
Embedded Analytics not Loading
I use Zoho Show on several TV's that are hooked up to laptops around my facilities to display KPI's. On a couple computers I am having a problem. The problem is that the embedded graphs will not load in the presentation. I have tried using various embedded
Ticket email notifications delayed
Our staff / agents have been seeing delays in times between submitting comments and the emails regarding said notification. The delays have been happening since Wednesday, and have ranged anywhere from ½ hour to 6 hours. Is there a Zoho mail server issue
Available "Open Shifts"
Instead of assigning a shift to a specific temp employee, is it possible to publish an 'open shift' to a specific group of people and allow someone to claim the open shift? For example, the manager of a restaurant assigns a work shift to his employees. Three of the employees become sick and cannot come to work. The manager can then publish those 3 open shifts through Zoho Workerly to see if any other employees can fill the shifts. This automates the shift filling process and takes the burden
ZoHo Meeting - Remove approval of video and mics
We're looking to switch to ZoHo Meetings from Zoom since we use everything else ZoHo but during our webinar tests, all of our participants do not have any option for camera or microphone. I have to go through every participant and click to allow video
Sensitive content detection and Predictive text in Instant Messaging - Zoho Desk mobile app - iOS
Hi everyone! In the latest iOS update (v2.8.1) of the Zoho Desk mobile app, we have brought in support for the below mentioned functionalities. Sensitive Content Detection: Provide a safer experience by detecting and alerting users to nudity in images
WorkDrive API - upload file
Hello Zoho Community, I am new to to Zoho one and currently working on a nodeJS / Express integration with WorkDrive. I am able to successfully ping various routes for getting teams / users / files etc but I cannot get a file upload to work correctly.
Kaizen #109 Record Locking Configuration APIs in Zoho CRM
Hello everyone! Welcome to Kaizen! In this post, we will discuss Record Locking Configuration APIs in Zoho CRM. What is Record Locking? Record Locking refers to the restrictions that you can apply to records of a module to prevent further changes to the
Getting valuefrom a field in one form to populate a field in another form
Hello, I'm fairly new to Creator, I am trying to copy the value from one field in a form to the field in another form. I have a form called Allocate_Tickets_Form and another called add_edit_schools. I want to copy the data from a radio button in the Allocated_Tickets_Form
createBulkWriteJob-method not working in Node.js SDK V5.0
Hi, I am trying to create a bulk write job using the new version of the SDK. I am getting an error that says: unable to process your request. please verify whether you have entered proper method name, parameter and parameter values. I have been using
Bankdaten | Zahlungskonditionen der Lieferanten hinterlegen
Damit Lieferanten-Rechnungen über Zoho-Books bezahlt werden können, solle man die Bankdaten | Zahlungskonditionen der Lieferanten hinterlegen können.
Data Factory - can’t fetch Zoho tables despite the Zoho connector working
I’m able to successfully create a Zoho connector but when I try to use it I get an unknown error trying to fetch Zoho tables: error details: I've tried different combinations of Zoho API scopes but without any luck. The same issue was reported in March
How can I set Email field in custom module after saving details thru Field of Lookup
To my dismay I discovered that whilst the new Field of Lookup feture does allow me to retrieve the Contact (Lookup field in my custom module) email address, it does not at this stage permit me to save it to a System field being Email. As such I can't
Trendlines
Trend Lines are used to identify the trend present in your data. Zoho Analytics can plot the past & future trends in your time series or number series data. There are five such models to derive the trend line.
Load Zoho CRM custom module to Azure SQL database using Azure Data Factory
Hi everyone, I managed to connect Zoho CRM to Azure SQL database through API using Azure Data Factory and I'm able to load most main modules and see them when preview the data I'm receiving from Zoho. I described how I managed to do that here at the end
Update existing record and not create a new one
Hi Can anyone help with my code below. On form submission, it should check if a record with the same estimate number already exist. The Estimate_Number field is a look up field to another form (Client Info). The problem is that it is creating a new quote
html signature
Hi, I would like to create a signature inserting html code instead of create the signature with the WYSIWYG editor. Could you help me? Thank you, Giordano.
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