Product AddOn and Linking
How do I link other products to a product in Commerce? If a User views an item, I want to display the Service Warranty proruct and other items. How do I link Zoho Subscriptions to an item? I want to display them as an additional add-on. Thank You
Zoho Finance - Desk Integration - RMAs?
It's currently not possible to initiate the Inventory sales return process through the extension on Desk. As one might imagine, most return requests are handled by customer service agents who live in Desk. This seems like it would be a good addition to
Responders Printing Their Results
Hello, How do we add the function for people who take the survey to print their result after submitting the survey? I see the option to email each person but is there an option to print from the end page? Thank you
Update: Introducing Right to left (RTL) support for a seamless SalesIQ experience
The awaited Right-to-Left (RTL) interface support is now available on SalesIQ. This enhancement will make the SalesIQ experience very much effective for RTL users, i.e. your SalesIQ operators as well as your website visitors. Arabic is currently supported
Edit Option not Working for Certain Profiles
I have a profile setup for profile "Data Entry / Estimation" For this profile, I want them to have read access for all Accounts, so they can reference them when setting up deals; However, I also want them to have Read and Write Access for one specific
How to avoid reopening ticket only from a sender.
Two support services, both using Zoho Desk, both configured to automatically send email on closing ticket . These two services collaborate each other and each ticket closing corresponds to an opening ticket (or reopening closed ticket) on the other. How
Formatting CSV Import Column for a Multi-line Field
How do I format data in a CSV file I wish to import for a Multi-line Field? What character do I use to separate each line?
Make record in subform clickable
Hello, I'm creating an app to keep track of the procedures used in the company. For each task run in the company there's a "Task" record containing some information + a sequence of steps (procedure) needed to perform the step. Is there a way to make each
API Error when trying to send email to a contact. Please help
Here is my setup (bubble.io api connector) when trying to send an email to a contact: authorization code is correct and I receive this error: Status code 400 {"data":[{"code":"INVALID_DATA","details":{"expected_data_type":"jsonarray","api_name":"to","json_path":"$.data[0].to"},"message":"invalid
Interview invites automatically sending
We arrange interviews for our clients and track them within Recruit. We don't send interview confirmations via Recruit because we can't add external interviewers. When I save the interview, it asks if we want to send a confirmation... we click Do Not
Zoho Survey and ServiceDesk Plus Integration
I enabled Zoho Survey in ServiceDesk Plus. But there are no instructions for how to specify the survey to link to or if information from the ticket can be added to the survey to track responses.
Webhook not firing on merged accounts
When a user merges two accounts in Zoho CRM we're not getting any webhooks related to either the deleted account or the account the data was merged into. Can you please advise the steps required to set up that webhook. Our external application needs to
extension to import automatic contact
Does anyone know how I can synchronize my phone calendar automatically?
Zoho Creator - [Free Webinar] Creator Tech Connect - Cloud Functions in Zoho Creator - Session 6
Hello Everyone! Technologies like Java and node JS has an extensive user base and has an enduring demand amongst the developer community. Zoho Creator as a platform has revolutionized the solution building/application development process with minimal
Prevent duplicates in single-line custom fields in tickets
Right now it is possible to add duplicate entries in custom fields in tickets. My specific requirement is related to the single-line field. A few of my clients are using Desk to manage communications regarding incoming bills from their vendors. One client
Renamed a module, reverted back to original. Tried to create a custom module, says name already exists.
I've seen another solution with a similar issue but it didn't solve it for me. I renamed Products to Policies. I decided to make a custom module so I reverted the name back to Products and tried to create a custom module name Policies. It continues to
How to Add and Delete Events in a My Calendar in Zoho Calendar from CRM
Hello, I want to add and delete Events in a My Calendar that is under the Zoho Calendar, from a Workflow in our CRM. I don't want those Events in the CRM Calendar. I have been trying the Webhook approach, using the Calendar ID and Calendar UID that can
photo with annotations do not sync
Hi, I have captured a photo with my android device, then applied some handdrawings on it. The photo syncs up to the web, but the handdrawings do not, the sync icon never stops in the android app. This also affects team sync, only photo syncs but not the
What version comes with Zoho One?
Our Zoho One portal owner does not have the "Become a Pro" link at the top right of Notebooks. But, the rest of us do. What version comes with Zoho One?
Reporting tags in Zoho Analytics
Hello, I associated reporting tags to my expenses. My tags are e.g. "Department" - Development - Marketing - Management I want to see all expenses grouped by these tags. I looked at the data model and it seems that Reporting Tags table is standalone.
Workflow Reminding Staff To Close Open SO
Hello, can someone assist me in making a workflow to inform staff to close open SO after 48 hours? Thank you
Zoho CRM & Zoho Desk
I am looking to setup ZoHo CRM to track my business partners/dealers as well as the end users who get the product. I will also be using Zoho desk as we provide technical support to all of our end users but we want to know the selling dealer, original
How to delete ZoHo CRM Free Edition
Information says to go into settings > General > Company Details and then click on the delete link. This link is not showing in the free edition. I and another person in the company was working on this at the same time and we set one up as an Enterprise
Just why
WHYY???? WHY???????????
how to make a role can see a record from other role in the Report Module?
I have two user roles working in Leads Module 1. Customer Service 2. Lead Nurturer We get leads from advertising. The first person to receive the leads is 'Customer Service'. When the customer service thinks that the lead need to be nurtured/educated,
New Invoice: Getting Please configure tax for the selected contact
I 'm trying to create a new invoice for a client that I have previously invoiced many times before without an issue, but now getting the following message when attempting to save a Draft invoice for review: Please configure tax for the selected contact
WhatsApp template creation failed
Hi, I haven't been able to create WhatsApp templates for a few days now, they always appear as "failed". However, by entering the meta business account the templates are approved. What could it depend on?
OTP Verification not received
When trying to verify my email address, an OTP is sent, but it's not received in my inbox Email is working well, but the OTP email, is the only one not received.
Page parameters - Button custom colors
Page parameters can be configured to pass values to pages and display them inside page elements such as panels, charts, gauges, forms, reports and so on. I have a page and buttons to activate these filters. Is it possible to configure them like this?
Let's have WooCommerce integration of Zohobooks
Let's have WooCommerce integration of Zohobooks
Notebook Not Syncing
Notebook isn't syncing properly. Notes taken on the Mac are appearing in the iPad and iPhone app. New notebooks created in the iPad app are showing u properly in the iPhone app. However, new notebooks created on the iPad are NOT showing up on the Mac, despite repeated syncing of the Mac.
Can we scan our ZohoDrive files for Virus via some third-party online services?
Can we scan our ZohoDrive files for Virus via some third-party online services?
Septembre - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Un nouveau mois se termine au sein de la communauté Zoho France. Découvrons ensemble un résumé des activités du mois de septembre. Ce mois-ci, nous avons mis l'accent sur les nouveautés. Zoho vous apporte une nouvelle façon
Is ZohoOne capable of sharing documents / files with external non-team members?
Hello, I'm a new user to ZohoOne and I want to know if there is an element with it that allows me to share documents or audio files with my clients, who are not part of my ZohoOne account. Is there a way for me to have a collection of files that external
Images not showing in outlook
Hello, im the campaign "Vstup VGK" the images are not showing up in outlook (I tried it on different computers), although other images in other e-mails doesn't seem to have that problem. I don't have this problem on my own mac... What can I do? Best regards Erik
Zoho Analytics: Email schedule - dynamic filename
Hello, we have to send reports to our customers every day. The file names must therefore be dynamically structured (name including date) so that they can be easily saved, otherwise the customer has to rename them - not acceptable. Is there a solution
SMTP Authentication Failed
Could not send email to requester, error message is "Mail sending failed, Authentication failed" All outgoing configuration parameters are accurate. Regards
Submit Evaluation button on interview page should not be inactive.
The Submit Evaluation button on the interview page is inactive until the starting time of the interview. This does not let the user open the page prior to the interview to start preparing ahead of time. It also does not let the user review questions or
HIPAA Encrypt Outgoing emails or require all users to sign in
Hello, TLS security is no longer considered strong enough for HIPAA compliance. This means Zoho Desk isn't compliant enough under the laws which we're needing to use. I wanted to use a new department, to be able to set up potentially another 40 users
Get min and max value from subform
Hi, I would like to show the min and max values of the subform within the parent form e.g. Parent Form = Products Subform = Variations Variation entry 1 - price =$200 Variation entry 2 - price =$300 Variation entry 3 - price =$400 Variation entry 4 - price =$500 The parent form would show "Price $200 to $500" Please can someone advise on the deluge script I could use in the parent form to calculate this Many thanks
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