Apple iOS 17 and iPadOS 17 updates for Zoho Desk users
Hello Zoho Desk users! Apple recently announced the release of iOS 17 and iPad OS 17. These latest OS updates will help you stay productive and efficient, through interactive and seamless user experiences. Zoho Desk has incorporated the updates to help
How to set sub forms to only show related records
Good Afternoon, I am relatively new to Zoho Creator but have some experience previously with other databases which may be confusing the terms I am using etc. I was hoping that adding a sub-form would enable me to view records related by two linked fields on each form / table but this doesn't appear to be the case? Is there a way to do this as I cannot find any options within the subform field settings. Many thanks John
Desk - Finance Integration - Can't 'Mark as Confirmed' Sales Order
When a Sales Order is created from the Desk interface, there is no way to get it out of the 'draft' status without actually emailing it to the customer. There are many, many, many, many cases where this isn't the workflow. In the regular Books / Inventory
Password not accepted when logging in with IMAP from Thunderbird 3
Hi, I have just set up my Zoho Mail account in Thunderbird 3 as per your instructions, using IMAP. but when I check my emails with Thunderbird I get the following message: "Login to server imap.zoho.com failed". However, the same password works just fine
Gantt Chart
I created columns for job content, start time, end time, actual working time (minutes, formula) in the subform. Is there a function to create a Gantt chart from the data entered in this subform? If it doesn't exist, are there any plans to implement
Speech to Text conversion after recording Audio in a form
Hi, I have been trying to achieve a speech-to-text conversion of recorded audio (from an audio input field). I tried using Google Cloud Speech-to-Text API, but I am not getting a proper API response from that. I also tried doing this through a python
This side menu is just Awful!
Why should an employee have this side menu displayed in the side menu? It does not make sense at all! IT confuses them and displays information that is completely irrelevant.
Is there a way to hide an created email address from contact?
The current user can see all the created email address in zoho from Contacts/My Organization contacts My question is, is there a way to hide some particular email address, like sercetly_hired_agent@domain.com from this contact list? So the employee does not know that this secret agent's email address unless they received mail from them. Thanks! Andrew
Get Old Owner of zoho crm record
Hello Team Sample code:- Getrecord = invokeurl [ url: "https://www.zohoapis.com/crm/v5/Leads/"+Lead_ID+"/__timeline" type: GET connection: "zcrm" ]; if(Getrecord.get("__timeline").size() > 0) { for each rec in Getrecord.get("__timeline") { if(rec.get("field_history")
Google Doc is not saving to Notebook
I open an existing document in Google Docs and then go through the process of adding it to an existing Zoho Notebook. However, when I open the notebook, where I expect the text in the Google Doc to now be on the notecard, all I see is a message that reads
Formula in Deal Layout Based on the Current Stage
On our deals we recieved three bits of revenue: - A fee at the start - A fee in the middle - A commision at the end When cases are in 'Onboarding' the 'Total Potential Reveune' will be all three figures added together. When cases are in 'Submitted' the
Canvas is now supported in sandboxes
Hello folks, A lot of us have grown to love the freshness that Canvas injects into our standard detail pages and list views. This freshness isn't just limited to looking prettier. By building an interface around users' work, Canvas goes a long way in
Create a Sales Return Receive. Can not create sales return recive
POST /salesreturnreceives {{Books_Base_URL}}/api/v3/salesreturnreceives?organization_id={{Organization.Organization_ID}}&salesreturn_id=188922000008266525 { "date": "2022-01-28", "line_items": [ { "line_item_id": 188922000004095887, "quantity": 1, },
Featurecast Story 4 - Embeddable message button (click-to-chat)
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 4 - Embeddable message button (click-to-chat) What are the benefits of using a message button in 2023? Use click-to-chat (message buttons) to boost customer engagement on your website With
We sync CRM Contacts to Campaigns; not all fields map correctly?
We recently sent a campaign to a contact list that contains inactive users. These clients were marked inactive in the CRM but synced as active as a Campaign's contact. Will all contact lists always be sent to inactive clients regardless of the synci
Zoho Campaigns iOS and Android app update - Workspace
Hi, everyone! In the latest update to the Zoho Campaigns mobile app for both iOS (v2.0.24) and Android (v2.0.17), we have included support for Workspace functionality. What is a Workspace? A workspace is an environment within an organisation's portal,
CRM Custom Function
Is this possible in Zoho CRM Lead Record --> Click Custom Button --> Custom Function --> Fill Out Custom Field --> Press Save --> Function Completes
Update campaign member status
I'm trying to find a way to automatically update Zoho campaign member status. Here's the scenario: I use Campaign Monitor to send emails. I connect Campaign Monitor to Zoho using Zapier. When someone opens an email in Campaign Monitor, I want to change
Unable to get Comments data via API call
I am currently implement system to retrieve ticket and its comment from Zoho Desk to Data warehouse using python. I was able to get Tickets but comments data for each tickets is empty but on the Dashboard, there are couples of conversations logged. We
support(at)zohoaccounts(dot)com how long do they take to respond
I contacted support(at)zohoaccounts(dot)com today at 16:03 (GMT+1) because I am unable to add a new domain to my zoho account and the error message said to contact this email address. Three hours later and I have received no response whatsoever, not even
Whatsapp Mass Messaging
Hi, please can someone advise on the best and free or cheapest way to send a large amount of Whatsapp messages through Zoho CRM.
Search Data from Company Module and Display in the Details View
I have created a field in the company module called "Parent Company". Now I want to display all the companies that have the parent company mentioned- in the details of the parent company. For Example: I have mentioned Company A and B both have value of
Create Campaign using API: 1007errorUnauthorized request
Hi there, I'm trying to create a campaign using the APIs and following step by step this documentation https://www.zoho.com/campaigns/help/developers/create-campaign.html, but I have an 1007 error Unauthorized request. I created (I'm using PHP) the code to find access token and the refresh token as documentation said with POST request; after that I used the getmailinglists GET request to find the JSON for the 'list_details' parameter (mandatory to create the campaign). Now I'd like to create the
Zoho CRM Community Digest - August 2023
Hello everyone! August slipped away into a moment in time, so let's take a moment to catch up on all the interesting discussions and exciting announcements that unfolded in the Zoho CRM Community during this past month. We have a few product updates and
Change Error Message to give customers clarity
Zoho, When a customer tries to sign up through a hosted payment page and their credit card gets declined, they get the most ambiguous message: "There was a problem processing the request. Please try again later or contact us at {admin email address} for
Contact score in Zoho Analytics
Hi there, I am trying to build a dashboard in Zoho Analytics that brings together data from different platforms we use. One of those platforms is Zoho Campaigns. I've set up the data import using the built in options but when the Contacts, and other tables,
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Unable to send mail, ticketing (at) borlindo.com, it shows below error Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Adding multiple recipients while sending out document for signature
Hi all, I would just like to know whether it is possible to send a document for signature to multiple users at the same time using the API endpoint https://sign.zoho.com/api/v1/templates/[template_id]/createdocument If yes, then how I can add multiple
Get responses for KRA
Good day, I am trying to get the responses to KRA in a self appraisal in Deluge. When I get the data from the self appraisal form, it does not include any data for KRAs that were answered. The simple code I used to get the self appraisal data is as follows:
Adding a user - error - Invalid Invitation. Invitation was not sent to this user
I struggled figuring out this cryptic Zoho Desk error message that apparently is not documented anywhere. I finally figured it out but wanted to add it here so no one else has to struggle to find it. Kudos to the ZD team for making error messages easy
Can't open desk from Zoho one left menu
Desk won't open from the left menu, I also tried open in a new tab. Desk does open as an individual module like the old singles app.
Showing Variale Not Defined
I Have Two Modules One Is Vendor And Another Is Vendor Reservations. So I Want That When I Add Reservations In Vendor Reservations And Select Vendor It Should Automatically Fetch Vendor address details automatically from vendors. i wrote following code
Hebrew characters imported from a CSV file are not displayed right
I have imported a CSV file with fields containing a mixture of English and Hebrew characters. The English is displayed fine while the Hebrew characters are replaced by funny black squares with a question mark at the center. The character coding is Unicode 8 as is my browser font settings. Does anyone have an idea? I suspect that there is no easy fix for this one.
Need to integrate my website with ZOHO Email for automatic emailing.
Hi! I'm facing some issues with ZOHO web mail. I wanna integrate my website with ZOHO web mail for automation. Here is my website address "https://refrigeratedtruckrental.pk/". Kindly let me know how can i over come this issue. Thanks
How do I pass data from one form to another form?
hi Zoho creator has 2 forms. First form have name and email. Go to second form after submission. How to view name and email in second form?
Best practice to save a form submission to workdrive as PDF with any attachments
Hunting around I saw several ways that looked like they could work either publishing a report with a private key and then accessing that with the single ID to save it to work drive or creating a record template and emailing it to myself on form submission
How do I disable the edit button for specific condition in Zoho Creator
Hi, as question above, how do we achieve this? My idea is that if the record is in certain status such "completed" , can we disable teh edit button for the record in report action as well as detail view?
Integration with Zoho Books and Team Inbox
Hello, now with the new release of Whatsapp inside Zoho Team Inbox it makes more sense than ever to be able to sync contacts between Zoho Team Inbox and Zoho Books. For our organization Zoho Team Inbox Contacts module is completely useless due to not
Zoho Creator - [Free Webinar] Creator Tech Connect - Page Variables and Scripts - Session 5
Hello Everyone, As a continuation to our technical series, we will be deep diving into page variables and scripts, their creation and subsequent usage inside the page component in our next Creator tech connect session. What should you expect during this
personal inbox with zoho one
personal inbox with zoho one We are not able to create personal inboxes :( We get this error: "With your current subscription you cannot create private inboxes." We use Zoho One... How can we upgrade our subscription and use personal inboxes?
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