Canvas not in Sandbox
We're trying to implement Canvas views into an existing implementation but seem unable to do so from Sandbox, so we can't test. Does anyone have a workaround, as we can't deploy direct to production. Please help. Moderation update on 27th Oct 2023: The
CRM Client Script cant get Data
Im trying to get my Subform with 'ZDK.Page.getField("subform");' inside a detail page client script but it only returns null, .getValue() also returns null. The same line of code inside an editing page client script works flawlessly. I want to do some
Voici Cliq 5.0 : une solution pilotée par l'IA et adaptée aux entreprises
Zoho Cliq s'efforce constamment de remodeler la communication et la collaboration au sein des équipes, en particulier avec les équipes à distance et hybrides. Nous nous efforçons toujours d'être à la pointe des tendances actuelles, ce qui permet à Cliq
New task button in Zoho CRM Canvas
According to the Canvas FAQ: By default, the actions New Task, New Meeting, and New Call are found under the ellipsis (the three dot menu) that is available in the right corner of the Activities related list. If you want to place these actions separately
Creating several contacts and associating with an account when converting a lead
Is there some way to still tie in to the Convert Lead button in the CRM UI? It seems once the Lead is converted that I can no longer access the secondary contacts information that only lives there and putting that on the account or the other contact to
Published and embedded Zoho Sheet not getting updated
Hi. I have used the Publish option in a Zoho Sheet to embed it into Zoho CRM's dashboard. The part I'm embedding is a dynamic table. After adding data, the dynamic table is updated. However, the published page has remained the same as when it was published,
I want to cancel the service and I want a refund
Hello, I want to cancel the plan, they have just charged me the monthly amount but I will no longer use it this month, please I would like to know what steps I should take to cancel and receive the refund corresponding to this month, since I am not going
Zoho charges for storage that cannot be cleared, simply a Scam
Storage keeps increasing in your CRM with no possible way of cleaning it. I had a chat with support today and this was their answer "We are sorry for that, as we have mentioned the user might have attached attachment to any record or he might have files
Name Ranges Disappeared
Is there a data limit in what Zoho Sheets can handle? I have build several tabs within a sheet, some of the tabs having several thousand rows with formulas pulling different pieces of information. After spending nearly a whole day working on a template
Non-Profit Needing Help Sharing Data
We are a small non-profit and don't have a budget (or need) for multiple users or portals or paying developers for customization. I am the only user, but I want to share a subset of the data with one other person. I've created a report and I'd like them
Zoho FSM for Bigin Topping: Unify Your Sales and Service Operations
Previously, we had introduced the Zoho FSM Extension for Zoho CRM. Adding to that umbrella of tools to unify your sales and service operations is the Zoho FSM for Bigin topping. The Zoho FSM for Bigin topping is essential for enhancing collaboration between
Books API item_total doesnt work
I am trying to set the item_total manually with the API. Im creating Estimates from a function in CRM but "item_total":100 in the parameters doesnt do anything, the price will instead be created automatically including taxes and ignoring custom fields.
Shipping address Purchase Orders
Hi there, Hope you can help us out with below. Here's our process: 1. We receive a Purchase Order from our client; 2. We manually create a Sales Order in Zoho Books (incl. invoice address and Shipping address); 3. We create several Purchase Orders (for
Announcing the New and Improved Article Editor
KBase articles are known to help customers, find solutions to problems on their own and set the stage for ticket deflection. That said, the way you present your KBase content is the clinching factor that ensures your customers stick around to consume it. We took it upon ourselves to build an editor that allows you to publish articles without delving into the code. Well, at least for the most part. With more options and a redefined interface, the article editor in Zoho Desk is now better than ever!
How to display Knowledge Base Categories on my Home page of KB?
Dear, Instead of Showing up two sections only such as Knowledge Base and Ticket, how can we display only KB Categories on home screen, here is the url: https://orantneon7197.zohodesk.com/portal/en/home
Layout field in Help Center
When I have multiple layouts available in the Help Center for users to choose from, the layout field is on the form after they have already picked it. How do I hide this field from a the user form when they are creating a new ticket via the help center?
Help Request: Custom Function to Update Contact Type in Zoho Desk
Hello, Can't seem to make this work and hoping I can get some help. I want to update the Contact Type for every new Contact created in Zoho Desk. For one department I need the type to be End User and for another department I need this to be Contact. Has anyone written a Deluge script that can handle this? I have this script but I cannot get it to work because Contact Type is not a custom field and any modifications to the field names in the script have not been successful. zohoSupportAuthtoken =
On a candidate- phone icon linking to the CRM
Hello, For a couple of weeks now, I have a new phone icon next to our candidate's telephone number. When I click on it if the candidate exists in the CRM (with the same telephone number), recruit opens a pop-up box at the bottom of the page that show
Possibility to create pivot view like in excel. KPI
I would like to calculate KPI for employees. I have several goals, each with a different importance, but I would like an example of at least 1. Is it possible to get something like this at Zoho analytics? I have Data Sources form Zoho Desk. I would like
using javamail to send email in java
final String username = ""; // email address by which registered on zoho (another domain based) final String password = ""; Properties props = new Properties(); props.put("mail.smtp.auth", "true"); props.put("mail.smtp.starttls.enable", "true"); props.put("mail.smtp.host",
Data sources not pulling dates
Recently several data sources pulled from Google Sheets have not been syncing properly and leaving the date column empty. I have tried fixing the formatting for the column to make the format of the date the same between the data in Zoho and the format
CFK file
We tried everything as you said but in our case these files are not supported
Delivery to gmail addresses keep failing ERROR CODE :550 - 5.7.1 [136.143.188.52 12]
All our emails to gmail based addresses keep failing. We use our email strictly for business communication. This is a huge issue for us as we are now unable to reply to our customers. Please help with this issue ASAP.
CRM Mobile - Default fields shown when editing a Lead
Good morning, I'm trying to optimise the CRM mobile app for our field agents. They frequently need to update a large number of Leads whilst out in the field. They have a minor complaint, that when they click to Edit a Lead they need to click 'Show all
Analytics Sync Stuck In Queue Again
The sync into Zoho Analytics from our AWS tables has been showing as 'In Queue' for a long time again. Last time they had to do something on the backend to get it to work again
O365 authentication error
How do we associate the shared email address, with the zoho user id? we cannot get o365 authentication to be approved due to error "authentication failed due to selected emaild is not matched with registered emaild" all is good on office side, so am
Help pls !!!!
I want to perform calculations on the amounts in my 'table_faits' table, multiplying them by the corresponding coefficients. However, it's essential that this is done sequentially, starting with a specific movement type, for example 'MAT', where the amounts
Signature Logo is sent as attachment
Is there a way to keep my signatures logo from sending and receiving as an attachment? Thanks
Experiences using Zoho Books/Finance Plus in place of QBO
Hello, Looking for any experiences or notes from anyone that has migrated from QBO to Zoho Books/Finance Plus. Looking at getting away from QBO based on the consistent bugs in their software as well as the fees that seem to keep popping up at every contact
Zoho CRM integration is broken need help ASAP
The new CRM plugin is broken. It does not create a new contact or meeting in CRM if the email field does not match a contact email in CRM. People can book meetings nothing shows up in CRM unless an email match is found in CRM. It works correctly if an
INFORME POR FECHA DE CREACIÓN Y FUENTE DE CLIENTE
Estimados, estaba tratando de crear un informe de cuentas nuevas creadas durante la semana y de donde provenían estas cuentas, cual fue la fuente. Neuesito saber uomo urear este tipo de informe, en teoria debería ser sencillo, pero no ubicu la forma de
Fastest and easiest way to test / interact with deluge scripting?
I have a background in ruby / JS so the actual programming logic of deluge is obviously no trouble but the main struggle is trying to actually see what information I have available where and how things are working and I haven't found any great test environments
[New] Enhancements in Duplicates Cleanup and transferring ownership before deleting users.
Greetings, I hope all of you are doing well. We're delighted to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Duplicates cleanup enhancement The Duplicate Cleanup feature enables users to identify duplicate
Using blueprints with Zoho Sign or Zoho Books
My question: Can a Blueprint include Zoho Books and Zoho Sign items when each of those is integrated into the CRM? (Zoho ONE) Examples: -A Potential cannot go to the next stage until a customer has paid an invoice. -A Potential moves to the next
Free version & accounts payble
Hi, since I don't have the option to create bills on the free version, does this mean that I don't have any accounts payable?
Daily Mail Count Exceeds Limit [Mail Count=130]
I received this message from you, and now I can't send anymore emails as my account is blocked. Why was it blocked? I was told that the daily mail count limit is 250/ day. And I only have 130 as you can see. please help. thanks.
Masreq - Zoho books
hi I have a proble form Masreq Account cannot connect with the app to ge them done. It's connected and when I click the access to zoho in the account, it takes me to the app So the single sign on is working I've tried to connect it but I think something
Automated Workflow Emails to Meeting Participants
I have a custom template for my email reminders for Meetings. I do not use the default template. I am trying to set up an automated workflow to send out my custom email template to Meeting Participants, but when I choose "Instant Actions/Email Notification/Create
Zoho Analytics access is down or very slow
We've tried various browsers and incognito etc but the Analytics instance we are on clearly has a big problem. Simple reports are taking multiple minutes to open and be viewable in a browser. Other reports and activities like sync are failing entirely.
Zoho Projects / Forms: Input Parameter Exceeds Maximum Length
I have created a content briefing form with Zoho forms, which I want to integrate with Zoho projects. Depending on what type of content, the team intends to brief me on, it has to fill in text in the input field which sometimes exceeds 1000 characters.
Next Page