Meeting Agenda App
It would be perfect if you had an app for meeting agenda. Specially if this could be embeded in the CRM or stand alone even for inhouse real (not online meetings). We yous zoho meet with clients and we really need something like this. Check the https://meetingking.com.
Zoho Forms: Save and Resume
My form only give a link to resume but does not send an email. How do I set the link to be emailed?
crm task owner created using flow
Good Day, I created a flow that creates a task in CRM for a specific employee when someone cancels a booking. I entered her name on the field owner and got this error message: Zoho CRM says "Invalid input for Owner. The expected input type is bigint."
Slow FSM
Our first day of trying this in the field. In the office and on the app. Problems. 1. using the map on the app and using it via CarPlay Apple Maps gave an error of turn by turn not available. OK with google? 2. pressing the button to start the service
It is not possible to book a meeting without providing staff ID via API
Good morning, We need to schedule meetings based on the availability of two users. It is nor important which user, but it is always one of them who will responsible. If both are on meetings, then there should be no available slot. Via interface I fetch
Zoho Canvas review
I have recently explored the Canvas feature, and I'd like to start by discussing its pros. I'm optimistic that the list of pros will be longer than the cons. Finally, we can create a front end that looks and feels current. While I appreciate the scalability
Data Cascading
Learn how data changes cascade through reports and dashboards in the Zoho BI platform. Discover how to update and add columns to your data, and see the impact on charts and dashboards. Find out how to use "Find and Replace" to improve your word cloud
How to built workflows that create recurring tasks as long as the triggerconditions are met?
I want to built a workflow, that gives a user the task to manually check if the job opening does have all the informations another user would need to take over the responsability for this job opening without further briefings (in case of illness etc.)
Delivery Notes
How to Customize the Delivery Note Template to not to show value, as of now it's same as Invoice and only available once an order is converted to invoice. whereas it should be Packing Slip then Delivery Note & Invoice. Most of the cases we don't want
Automatically Assign Related List (Sub-Module) Records To Parent Module
I have a Custom Module called Campaign Actions, with records of Actions taken (click link, etc.) by prospects during a Campaign. It is a Related List in the Leads module. I can MANUALLY "ASSIGN" individual Campaign Action records and have them show up
Calendar invitations in different languages from CRM
Hello. I work internationally and I often have to send invitations to meetings in different languages. Is there any way to control the text of the email that goes with the calendar invitation? The fields it includes? Thanks.
Zoho Book verified email address
Hi, hoping someone from Zoho can help on this one. In Book have addded and verified an email address to be used in a custom function. However, when executing the function get banner warning of only admin, user or verified email can be set as sender address
What is the purpose of mandatory read article if the user can not find what is mandatory to read?
The mandatory read on the company wall works as it should. A user can find the mandatory read posts. But what about articles? In the 'See more/mandatory reads' section, there is an option that excludes articles. I submitted a ticket and made a bug report
FONT RTL
We are using Zoho books subscription Since we are operating from Saudi Arabia, We need Arabic Font support (We use: FONT RTL ) But once we use this Font all our page Alignment Breaks and looks unprofessional documents. For Eg: I use FONT RTL font for
Can I make an identifier in scheduled report section?
I want to delete one of scheduled report in Zoho CRM. here is the scheduled reports as you can see, three of them are identical, I need to delete one of them. I need to click and see the detail first before deleting, and it feels uncomfortable. can I
Kaizen #107 - Field Trackers in ZOHO CRM
Hey folks! Welcome to a fresh week of Kaizen. In this post, we will be looking at the Field Trackers in ZOHO CRM APIs. Currently, this support is provided to all the picklist fields (system-defined and custom) and is available by default for a picklist
SANDBOX / Analytics
Hi Zoho Team For SANDBOX, exist analytics or something method for to access the data?, i have a doubt when i created a custom module and api fieldname, when i try to access to specific fieldname using the api name for that module, deluge claims error,
Tips & Tricks/Workflow Category On Inventory Community
Hello, please create a category for Tips & Tricks/Workflows on this community chat so that we can share with others. Thank you
Charity Donations / Round Ups on invoices
We have created an ongoing partnership with a charity and one option I would like to explore is giving clients the option of adding a donation or rounding up their invoice when making a payment. Is there a way to automate this in Zoho Books as an op
Connecting Google Sheet and CRM via flow
Hello. I'd like to copy records from Zoho CRM to an online sheet (Google Sheets, but it could be Zoho Sheet if it's easier). I want the right information in Google Sheet, so the flow needs first to check if there is a row to update in the sheet, and if
Zoho Forms | Unresponsive & Slow Webform
Good afternoon everyone, I have been creating Webforms for some time, and one of those is especially large. It contains around 200 Rules and one particular page has many variables, with around 100 Fields being Hidden until certain options within the Fields
Connect Tasks - Importing
When I import a bunch of tasks, I map the date field from the csv file to the due date field in the task however it never comes through. I have changed the format of the date to many different options but nothing seems to work. May I please ask how I
Calendly One-way sync - Beta access
Hello Community, The integration of Calendly with Zoho Calendar and vice-versa have been requested by many of our customers: https://help.zoho.com/portal/community/topic/id/4003682794079 Hence, we've been tightly working to provide a two-way sync between
Video and PNG layers
why videos go always in front of another layer when projecting? i've added a video and then a transparent layer on. it works well when I'm editing, but when I present, the video moves in front. why?
Azure DevOps Extension in Zoho Sprints
Azure DevOps is a platform from Microsoft that lets users carry out DevOp operations for software production. The Azure DevOps extension for Zoho Sprints helps quicken the software development and deployment cycle. Jane's Devops team uses Azure and
I've created a custom module and want to prepopulate fields from the Account module
I'm struggling to undedr the syntax code I need in order to auto populate fields from an Account to the new Churn custom module I've created. Can someone please help with this code? Thank you!
Tasks in Zoho One are a MESS - Please Fix!!!
My team has been slowly integrating into Zoho One - we use just about every single Zoho software - Cliq, COnnect, WorkDrive, CRM, Projects, Desk, Sales IQ etc.. One thing we are quickly discovering is that tasks are a complete mess!! We have tasks from
Zoho: Sign: date field entry. Why can't I just type it in?!
Zoho: Sign: date field entry. Why can't I just type it in?! Maybe I'm missing something, but I can not figure out how to set up a date field that allows a user to simply type in the date. Currently must use the mouse to select. This is not only awkward
Monthly Release Round-up - September 2023
Hello everyone, We are happy to share a quick overview of all the features and enhancements that were released last month. Allowing agents to share Snippets Snippets are canned or templated messages that agents often use for common questions or enquiries
Cosmetic defects in upload / file collection API and terse grammar
Zoho Authorization Code from React Application
Hi team, I am to get the authorization_code but getting a CORS error every time. I am using the React application for the API. Things I've done earlier in order to fix this issue: a.) I created a server-based application from the developer console and
Zoho recruit not parsing linkedIn jobs
We have set up our resume parser and resume inbox. It works for our career site and Indeed but when we post a job on LinkedIn and add the job mail provided for us it always fails to parse, giving the error parser failed. Please we will need assistance
[Update: Feb 6,2023] Document generation for signature collection using Writer's Sign Templates will consume API credits
Hello Everyone! As mentioned earlier, we've started utilizing API credits, from Feb 4, 2023, for all bulk and automated document generation using Writer's Sign Templates for signature collection. Please let us know if you need any clarification. Original
Is audit trail tool isn’t available to customers in the U.S. or Canada ?
Is audit trail tool isn’t available to customers in the U.S. or Canada ?
adding non-pivoted columns to a pivot table
Hi Zoho, Did some searching around and I haven't found a way to add columns back to a pivot table. Currently I have a back end query table that contains contracts. For each contract ID there are and invoice date and invoice amount along side extra information
Regarding the Zoho backstage
Looking to host a conference.Was wondering whether the participants will get a mail to join before the scheduled time and should they login or can they join the conference without logging in
Advanced search on a multi-select field, possible ?
Hi, We have a multi-select field as custom field for our customer. I'm trying to look for customer having a specific entry in the that field. But in the advanced search panel, I can't find this multi select field (under the "Show More" section) How can I search for customer using that field ? (yes, the field is active) Regards, Olivier
Custom View Filter Limit Too Low!
As of now we can only create 5 filters per custom view which is far too low! I want filters for each country, a filter for Not Contacted, a filter for overdue activities, etc. May I ask, why does this need a limit anyway? I can't imagine that custom filters
Networking in Backstage - only 85 out of 235 registered people have access to networking.
Anyone else have this problem? We have the event site set up per Zoho's defaults - Exclusive Event Participants: Only selected event participants can access this page. We have ALL of the check boxes below checked so that everyone for the event is allowed.
How can I open / edit an existing record using deluge openUrl in zoho creator
Is there a way to open a specific record of a form using deluge? When trying to edit the record, the Url is the generic url for all the reports. What would be the url to open the same view (edit mode of a record) without using the same generic url for
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