Zoho CRM Client script: how to load an external field from Create Page onSave event?
Hi everyone, I need to keep Zoho's accounts synchronized with our internal ERP, so as a first step I'm writing a Client Script for the Account-Create-onSave event. (I have to use a Client Script because the ERP may reject Zoho's submission because of
Finance Once-Off Reducing Facility Tool for CRM
Good day, We are a financial services company and are in the process of re-designing our CRM. We want to include a function to monitor and manage active facilities with an automatic drawdown option. i.e. A client is approved for 5 assets at a facility
From address in personal inbox
Hello, I have set up a personal inbox in Teaminbox via email forwarding from my Zoho Mail account. I would like to use the email address of the team as from address in my personal inbox, but can not choose it and cannot create it as personal sender address,
Auto Update Deal Name on Create/Edit
Just coming over from Zoho from Salesforce and don't have experience with Deluge. I can't quite figure out how to write this custom function, which I know should be easy. I want the Deal Name upon edit or creation to be updated to: Account Name - ProductInterest
How to set assignment rule when creating record using API?
I have tried to find the answer, but the answer from Similar Question is no longer relevant since I can't find the larid So, we are trying to create a lead using API, using this endpoint https://www.zohoapis.com/crm/v5/Leads in Zoho CRM console, I already
Donations and sponsorships
As a not for profit, we do not currently generate invoices. How do we set up a system for tracking donations and sponsorships? I looked through CRM and didn't find anything and can only see the invoice tab in Books. Any advice would be appreciated.
Custom Connection to Xero
Has anyone been able to get a custom connect to Xero working? I've written code to manage the OATH2 connection which works fine, but it would be easier to use a connection. The problem is when authenticating Xero gives me an error of invalid uri. I have
Zeptomail API (PHP) with invoice pdf attachment
I am unable to properly make the syntax of API request via PHP to sent order invoice (PDF) in attachment. Below is my sample code API request - $file = '169242759486.pdf'; $attFile = 'https://www.example.com/secureInvoice/' . $file; $base64_attFile =
Zeptomail API with invoice attachment
I am unbale to figureout the API request (PHP) with attachment of order invoice pdf file. My code sample below - $attFile = 'https://www.udyog.one/admin/secureQCReports/Inv150920231055.pdf'; $base64_attFile = chunk_split(base64_encode(file_get_contents($attFile)));
images will no sync to phone
I paste images into the web app using windows and chrome. Some images sync to the phone, most do not. I can't find the pattern. I tries manually syncing, logging out and in, restarting the app, etc. All I get is a gray box with a broken icon with an exclamation
AMPLIAR ACCESO A ZOHO SHEET
POR FAVOR AMPLIAR MI ACCESO A ZOHO SHEET
Zoho Checkout, Zoho Books and CRM integration
I will be very grateful to anyone who can help me understand the workings with the following hypothetical situation. Settings information The integration between CRM and Books is for "Accounts and Contacts". The default Customer type in Books is "Individual"
Zoho Flow <> Typeform integration options
Hi Zoho team! Zoho Flow offers very limited options working with Typeform Only 1 Trigger option : Entry Submitted and even for this option the Variable list is very limited. Example Use case : Option to map typeform variables "Survey URL" & "Survey Title"
App menu (left side) sorting
I've noticed something new about the applications menu on the left side of the screen. It used to be that I could drag and drop a pinned app to reorder the items and it would stay that way between screen refreshes. However, not long ago that capability
Books and Square-up link problem
We set up square up to our Zoho books some weeks ago. All seemed ok until our book keeper pointed out that the invoice amounts being brought over from square are not correct. I have investigated and it would appear that an additional VAT is being added
Deleting Document
Dear Sir/Mam, I had just begun to test Zoho so as to see how can I collaborate online on documents. I uploaded a .xlsx file which I want to delete now. It begins the 'Thrashing..' process to find this "You cannot trash the locked document(s)". I tried many a times but no gain. It neither gets deleted nor do I find the option to unlock it. Please guide on this. Thanks Sayed Imran.
Desk vs FSM
Anyone using the two together? Not sure what’s the best way to make our workflow. Usually we ticket for everything we do in our company. In this case do we ticket for remote calls/services (that require no onsite visits ) and use FSM for just onsite calls.
Custom Reports
Hi, I have seen mention in other posts that customizable reporting is coming soon. When can we expect custom reports and more customisation of the system fields? We desperately need some custom reports - for example a customer statement, I'd like to add the P.O.# field which we are using as a reference. Thank you. Steve
Cerate Zoho Interview By Deluge Help or Zoho Recruit API
Hello Team Here is the sample code to create a Interview using Zoho Recruit API or Using Deluge. Sample Code:- Department_Name = Department ID Candidate_Name = Candidate Record ID Job_Opening_Name = Job Opening ID Interviewer = Zoho Recruit User ID Getrecorddetails
Utilizing Zoho Workdrive with Wix
Greetings all, I'm having trouble making requests in the Wix Editor, I was able to succesfully retrieve the access and refresh token, but not able to continue following the documentation. Not even retrieving info from an folder that already exists. Can
Terrible and useless support
I have sent countless email requests, spoken to people on chat and had lengthy sessions where I give them control of my laptop but still the problem persists. I have a workflow that is sending the same email twice. I have verified this several times.
Please Allow Us to Edit Task Field Priority Statuses
In Zoho CRM and Zoho Desk we can set the options for the pick list Priority. Just as in Zoho Bugstopper we can set them for severity, Please allow us to do the same for Zoho Projects task priority. We use (4) priorities and would like them to be consistent across our Zoho applications. Thank You
How to Re-Send Happiness Feedback to our CLOSED Tickets
Hi Zoho Desk Support, good day. I would just like to inquire if there is a way for us to RE-SEND the happiness feedback to our CLOSED tickets to our users like at least 2 months ago up to the present. Thank you.
Layout field label in Help Center
Is there a way to modify the "Layout" field label to something else using CSS? I was told it could not be changed via the English language file.
Detect success or failure of script execution when pressing a transition
Hi team I need to know the following, I have a transition button on blueprint, where in the after section I must assign a function, at the time of its execution, the function must indicate the success or failure of its execution, in the case of success
Firefox Does`nt work with zoho books why
i`m having some issue this morning with firefox i`m all log in and in get this Try our products Subscribe Discover a new way of doing business! In firefox all my cookie & cache a clean up too i`ve try in Microsoft edge everything works All apps Launch
whatsapp integraties salesiq
Hi, my whatsapp is connected but when there are no operators available, the messages don't get true to salesiq in missed conversation
Zoho Bookings input card displays timeslots in "Eastern European Summer Time (ART)" timezone
Hello, I am using the Zoho Bookings Zobot input card to have visitors book appointments with me. However, the timeslots are displayed in the "Eastern European Summer Time (ART) - GMT+3" timezone, while I'm based in France, where we have the "Central European
Consider adding an option that disallows different rates for different projects
Consider adding an option that disallows different rates for different projects. In many public accounting and law firms a user's rate is the same no matter what they are working on. We have over 10,000 projects and we have no need to set the rate by
Why is Zoho Support so bad these days?
We're loyal Zoho One customers but wow the support is beyond horrible. 1. All support tickets turn into extremely long and wacky back and forth exchanges that cover days to weeks...Even for extremely minor requests. 2. The language barrier is INSANE.
what is the limit of deluge custom function in worflow rules call per day in Zoho CRM ?
In the Zoho CRM, developer space , I have some functions written using Deluge like this and then I associate the function to workflow rules like this currently we have 10 user licenses in Zoho CRM Enterprise plan. so what is the limitation for custom
URGENT BOOKS NOT WORKING Please help
Our organization cannot login to zoho books, browser now goes to a ERROR Page
Making payments in Nigeria currency for annual subscy
Am from Nigeria and I saw one Zoho Book site quote in my currency "Naira" . And it is possible to make payment Naira or with the Zoho Book website I saw in Nigeria .
Migrar las imagenes de todos mis articulos del sistema anterior a Zoho
Es posible importar en Zoho todas las imagenes de mis articulos para no hacerlas de uno en uno?
Your message to the following recipient was not delivered.
Hi We have been occasionally receiving Undelivered Mail messages when sending invoices through Books: Bounce Details: Bounced Address : xxxxxxxxxxxxxxxxxxx Bounce Reason : uncategorized-bounce Bounced Time : Sep 13, 2023 03:49 PM GMT The bounce time matches
Create Custom Fields and Custom Buttons through API
Hello, I would like to be able to create custom fields and custom buttons through API. Though both of these are not included in the official API documentation, I found endpoints that work with both. (by adding custom fields in my browser and checking
Invoices for shipping
When I mark invoices as Paid, they go to the paid invoices and get mixed up with all the other paid invoices, and I forget to ship the invoice. Is there a way we can mark the invoice as PAID but add a tag that NEEDS SHIPPING. Or can we archive the other
Zoho CRM is very slow now
Hi, Somebody have same issue? can support team help with me.
Query regarding item details and Purchase A/c
A] Which account should be selected while creating an item? If the purchase is related to the following transactions, please guide on which account should be selected. 1) Intra-State Purchases (CGST+SGST) 2) Inter-State Purchases (IGST) As Sales Information
Zoho App for Tablets
Hi, there. It seems that Zoho version for Android has been designed for phones and not for tablets. Our Sales team has changed to use Android tablets and we need to find a viable solution. We can use Zoho thru the Android browser or Chrome but the plugins
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