Free webinar: Passwordless authentication for cloud apps with Zoho Vault
Zoho Vault is a two-in-one solution that offers both password-based and passwordless authentication. Businesses can deliver a seamless login experience for their employees by offering a single interface to access both password-based shared accounts and
Data Dictionary code
FYI: void Utilities.Data_Dictionary() { // the following code INFOs tab-delimited form and field info for analysis in a Google or Zoho Sheet or Excel // "allcreatorscopes" is an internal connection that has access to all Creator scopes // // the delimiter
Upsert API for leads update
Hello, I'm trying to use the Upsert API for leads When i send my lead data a first time to the upsert API, it create correctly the the lead If i send the same request a second time, i get the error "the id given seems to be invalid" When i checlk on the
Zero FCY Balance, Small BCY Balance
Much like the problem below: https://help.zoho.com/portal/en/community/topic/paypal-usd-account-fcy-balance-usd-0-vs-bcy-balance-sgd-81-39 My base currency (BCY) is USD. I have several merchant services accounts that present in other currencies, including
JIRA Integration
Hello, Is the JIRA integration still one way Zoho Desk to JIRA? or has their been any progress on the 2 way integration? Many of our clients use JIRA internally to raise tickets and we want them to be able to be able to escalate tickets to us in Zoho
I want to use Desk to monitor and control contact between subcontractors and clients. I want to accomplish this by having my backend create a bcc email to sub and client.
I want to use Desk to monitor and control contact between subcontractors and clients. I want to accomplish this by having my backend create a bcc email to sub and client. That way the sub and the client don't have each other's email. Voice will be handled
Records created using Deluge by Custom Functions fail to get into Blueprints
In our Lead conversion multiple Potentials can be required, we have a Custom Function to create as many Potentials as needed. The problem is that those potentials fail to get into their Blueprints to manage the Stages. Users have to edit and save in order
ERROR CODE :550
It's been days and i still can't use my email! It says everything is verified. I need help.
Instagram insufficent permission to publish
Facebook and Instagram became unlinked. I was able to relink Facebook but Instagram is still having trouble. I have attached the alert pop up I get when I try and repost the instagram post.
Location of a parenthesis (which should be correct) causes COQL where clause to fail
This where clause fails queryMap.put({"select_query":"select In_Production, GS_Due, Stage from Production_Orders where (Stage != 'Shipped to Customer' and Stage != 'Delivered to Customer' and Stage != 'At Corporate') limit " + offset + ", 100"}); This
How to change plain text email font for viewing? (Lack of support for plaintext dev mails)
I receive emails in plaintext from dev mailing lists (say LKML), so I want to see the emails in a monospace font because otherwise it is useless to see the email since I can't see code changes properly, leading whitespace is removed, and tabs are translated
Can I remove the "Refer a Friend" button from the jobs section of Career Site?
Hey all, I want to remove the "Refer a friend" button from the jobs section of the career site.
What is COQL syntax for LIKE in a compound where clause?
This works: queryMap.put({"select_query":"select In_Production, GS_Due, Stage from Production_Orders where ((Stage = 'Preparing Order') or (Stage = 'Order In Production')) limit " + offset + ", 100"}); When I add the like condition it fails. queryMap.put({"select_query":"select
Zoho COQL: Group by with Order by
Hi I'm trying to group products by their description and then get the top selling product. My current query is: select Product_Name.Category.Name as Description, SUM(Quantity) as Total from {module} where (Created_Time between '{start_date}' and '{end_date}')
Google Sheet
Hello Zoho Team, I am aware that importing a CSV or excel can be used for bulk creation tickets. Is there a way to also sync a google sheet in zoho desk and it will automatically add a ticket based on the data in the google sheet? Thank you
Concern with the Record Template
Hi Zoho Team Do we have a way to have this alignment issue be addressed. Here's an issue when a report been generated back to Zoho Desk as an attachment on the email. On the report, if a page been added tendency is that the alignment was off on the 2nd
Add "Sales Person" as an optional place holder in email templates in Zoho Books
The "Sales Person" field is not an option to add a placeholder for. It would be helpful if there was an option to display the full name of the "Sales Person" in the email templates within Zoho Books.
SMTP error from remote mail server after RCPT TO
Dear sir, my collegue does not recevie emails. The following error appears: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. The
Pago suscripción Zoho Mail
Se ha hecho el pago por la suscripción de 6 licencias y no se han activado aun. El pago ya se hizo mediante paypal Desde el viernes 25 de agosto no he recibido respuesta
PO - Bill Increase Stock But Item "Not Received"
Hello, we issued a PO from our Head Office (all purchases for branches done here) which was converted to a Bill that was saved as Open (our stock is set to increase/decrease based on invoice/bill). The stock in Head Office increased, we transferred the
Using Cliq
We are yet to use Cliq, but would like to understand how best to use it or other communication software by Zoho. I got here. There is only one thing: the button Enable. When I press it, you display an error message. What should we do to communicate using
New ways to manage activities within a record
Greetings, Currently, within Bigin records, activities such as tasks, events, and calls are listed in chronological order under the Activities related list. While this offers a consolidated view of all activities related to that record, it's not flexible
Specify Goal Weightage percentages inside KRA
Hi Is there a way to specify goal weightage percentages within a KRA? As far as I can see, goals can be mapped to KRAs but I am unable to specify weightage percentage for that goal within the KRA. On the help module, it shows goal percentages within a
Sort subform
Anybody have code snippet to a subform on a column like this:
Control Over Pre Set Print Settings
Hi, I was wondering if theres any way to have control over the print settings. For example i have two HTML pages that require printing frequently. However they both require different printers with different settings. It becomes annoying having to set
cant use desktop signature on my mobile
Hi all When I use my phone i cant use any image inserted within the signature We created a signature with the logo on the desktop version and it works and shows up when emailing from a desktop but when trying to select it on phone, it appears blank! Help! ...going mental.. thanks.
WhatsApp integration on Business Messaging in Zoho CRM
I think it's fantastic that we now have WhatsApp integrated with Business Messaging on Zoho CRM. But it has a GRET downside! You can't initiate a message to a Lead or a Contact. So if they don't make a first contact, you can't communicate with them using
Spotlight series #17: Enhance your presentation delivery with presenter view
Hello everyone, The feature in the spotlight for this month is "Presenter view". Let's consider the example of Sonia. Sonia is preparing for her first product webinar and has a well-designed slide deck. While all her key points are covered by her slides,
What's New in Zoho Books - June 2023
Hello users, We have been bringing new updates and enhancements to Zoho Books consistently. This month, we are back with yet another set of enhancements. Let's take a quick look at what's new this June in Zoho Books: Stripe Financial Connections Stripe
Footer Error
When I click on the element of footer it says {"response_code":"400","status_code":"1","developer_message":"Incorrect format."}. What to do ?
Zoho Flow Custom Function Issue
I have a use case where I will be needing to post data to a wordpress site. Specifically to a custom post type with a bunch of ACF fields. I have setup trigger event correctly for Tookan and can receive data from the webhook. In order to post the data
Auto check-in (Attendance)
Hello, we are evaluating the "Attendance" module of Zoho People. is there a way to automatically check-in/check-out when close to/away from the office? Thank you
Renaming products in active subscriptions
I have several subscriptions that use a product that had one name when the subscription was created. Since then, I've changed the name of the product, but it still shows the old name in the customer's record. Is there a way to change that?
Admins not notified on new porjects creation
Hello, I noticed admins are not notified (via e-mail) on new projects creation (while they are automatically added to each project). Is this the expected behavior? Thank you
Bulk update to confirm delivery of shipments
Hi there. When shipping manually (not integrated), a user needs to select each shipment order and manually confirm the shipment is delivered. If you are shipping 100 orders a day this process is very tedious. Some transport companies are not integrated
Can't access Zoho People
When trying to access Zoho People, I get the following error: Your organizational account already exists. Please contact your HR Administrator un1477659331081r34id . Email address is billy@rbconsultancy.co.uk
CRM as a database
Hello, I am using ZOHO CRM Contacts as a database of customers. I have another database to create which has common fields with the list of customers. How can I separate the contacts in 2 groups as if they were 2 different databases with one field in
Zapier integration with vCRM
Is zapier integrations available with vCRMS? I was thinking it through and couldn't figure how to direct zapier to my clients instance of vCRM
Set expiry time for Workdrive share link
When creating a share link in Zoho Workdrive, I can define a specific expire date & time: When creating a share link via API, only date can be specified: https://workdrive.zoho.com/apidocs/v1/externalsharing/createsharelink Is this a documentation issue
Zoho Expense Integration with Vertical CRM
Unfortunately, I think I already know the answer, but I have to ask on behalf of my clients. Is there anyway to create Purchase Order Requisitions in Vertical Zoho Books or Vertical Zoho Inventory. I discovered that vCRM does not integrate with Zapier
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