Adding Subform Row Values together
I am having a hard time figuring out how to add values from a subform together. I have a subform called - Payment_Information When people pay us, I record the payment in that sub form called - Amount_Received. If they pay in full, it's just one line and
este domínio já está associado a esta conta
Registrei pelo registro br o domínio: eluengenharia.com.br, porem acredito que antigo dono tinha feito cadastro aqui na zoho email, fica aparecendo que o domínio foi registrado já, o dono do domínio agora e o João Victor A. N., pode verificar para mim
Auto fill in fields after selected lookup dropdown menu
Hi everyone~ good evenning/morning I am a very new and beginner of Zoho creator. i have test almost a week, and created some databases and forms for users. i am started to love zoho products and i am considering to have paid version instead of trial version.
Customize toolbar
I'm hoping to move to Sheet from Excel. There are a handful of buttons I use constantly and would like on the toolbar rather than hunting for them. Is there a way to customize the toolbar to add commonly used buttons? Also, is there a way to put macro
Kaizen's Triumphs: Celebrating the Journey of 100 Posts!
Hello Developers, We are happy to inform you that we are approaching the 100th post in the Kaizen series! In our constant quest to provide the Zoho CRM developer community with the best support, we came up with the Kaizen series in 2019. Over the past
facing error 550 5.4.6 at zoho mail how to resolve it
Hello, I was trying to unblock my self in zoho mail and this screenshot tells me that I am still restricted what other ways I can do because emails are really important
zoho mail restricted
hello pls help me unblock my account: sadmin@generation-success.com I use the captcha awhile ago but did not resolve the issue
Edit a found set of records in CRM
Hi I imported a large group of contacts to my CRM Leads. But in my personal address book the country is written as UAE. But in CRM the dropdown for country is United Arab Emirates. I can search for the UAE records. But I'm looking for a way to bulk change
Quote/Quoted Products Function Issue
Hi, I have products on the CRM with a picklist field called Status that is set to Published, Draft or Pending Review. Products are added to quotes naturally with the subform Quoted_Items. I want to update a picklist field on the quotes module (called
Reports In My Area or as Widget in Help Center
Hello, We are wanting to show SLA reports to customers that are logged into the Help Center for their tickets and tickets within their Account. Is that possible today?
How to get all open tickets per account including custom fields through API?
Hi, Currently we are trying to get all the tickets through API for each account. But the challenges we are facing: The accounts endpoint is not accepting a parameter 'page' to get more than 100 tickets. Endpoint: https://desk.zoho.com/api/v1/accounts/{accountNumber}/tickets?limit=100&page=1
Zoho Writer Sign API error R8020
Hello, I am trying to send to sign a document which has been merged and stored in Zoho WorkDrive using the Merge and Store Writer API. When I run the Sign API as follows I get an "internal server error": url = "https://zohoapis.eu/writer/api/v1/documents/"
CRM Canvas Tab Container - Tab Visibility based on User Role/Profile
In CRM Canvas I want to be able to hide a specific tab in the Tab Container based on the Role/Profile of the user. Ex: Administrator vs Standard user. Is this possible to do instead of making a separate Canvas per Role/Profile?
Line 101 - GST / HST Return - Canada
With the understanding of GST / HST return from CRA, I would like to open a topic to discuss whether or not the GST / HST return produced by Zoho Books is actually in compliant with CRA reporting requirement specifically on line 101 - Sales and other
Page Parameters broken with Page Variable Release
My page parameters are coming through as empty now that page variables have been released. I am unable to use the name of the page parameter to create a new page variable and I am unable to delete the old parameter to free up the name. I have tested a
Email through CRM
I am receiving the following error when trying to email through Zoho CRM. Any help would be appreciated. Thanks
add user
I just signed up .. I would like to add my bookkeeper I saw plan i chose had 3 users ... that was included in the 180 price correct.. and where do I add the user not finding it in the settings or profile Lisa
Wechsel zu SKR 04
Hallo, wir haben Zoho Books im Moment nach englischem Standard eingerichtet, das betrifft auch den Standard Kontenrahmen. Jetzt wollen wir auf SKR 04 umstellen, und jetzt ist die grosse Frage - was passiert wenn wir den Knopf drücken? Finden wir alles
can I get converted and uncoverted leads record using one API?
Hi, In reports module, I can get converted and uncoverted leads record using filter like this can I get the same results using one Zoho CRM API / endpoint?
Create quotes and invoices - Zoho CRM and Zoho Invoice
Hi all, I am still at the beginning of the setup. 1. I have already linked Zoho CRM and Zoho Invoice. I have created the link in Zoho invoice. I have created a quote in both modules. However, the quotes are not synced with each other. I have seen that
Function #16: Copy attachments automatically from billable bill to invoice
In Zoho Books, it is possible to generate an invoice directly from a bill when the items are marked as "Billable." This feature lets you charge your customers for any applicable costs or operational expenses. If the billable bill has important attachments,
Zoho Analytics integrates with OpenAI to enhance Generative BI
Zoho Analytics integrates with OpenAI's ChatGPT, a Generative AI assistant to augment Zoho Analytics Generative AI capabilities. You can now easily generate formulas, build complex SQL queries, discover public datasets and even train Ask Zia to enhance
How i can show a Window with html message? / Client Script
Hi Team I want to show a message to the user but a html table code, similar to the following source code: const winHtml = `<!DOCTYPE html> <html> <head> <title>Compración de Datos</title> </head> <body> <style type="text/css"> .tg {border-collapse:collapse;border-spacing:0;}
Zoho Flow and Zoho CRM --> Invalid Data
Hello folks, I've created a flow at Zoho Flow to Add a tag in the contact in the Zoho CRM. The flow initiate with the creation or updated of the contact at ActiveCampaign and then the Tag will be added by the flow in the Zoho CRM. However, the flow it´s
Kaizen #95 How is a Widget used in a Blueprint?
Hey folks!! Let's continue the discussion from Kaizen #23 and focus on exploring the concept of Widgets in Blueprints. What are Widgets? Zoho CRM's widgets are custom components that you can add to your Zoho CRM system to extend its functionality, provide
Zoho Tasks deviendra Zoho ToDo : des fonctionnalités intéressantes et une toute nouvelle application mobile
S'il vous semble qu'un millier de choses se bousculent dans votre tête et que vous avez l'impression de chercher à vous souvenir de tout, alors même si vous savez qu'elles sont perdues d'avance, vous connaissez l'importance d'une liste de choses à faire
Zoho CRM iPhone update, no longer about to see closed tasks, calls etc under Accounts
Previously when using the iPhone app, I could access everything from the desktop CRM within the CRM app, but now it shows no details. I've got the same Account open on desktop & can see multiple closed Calls, Tasks + open Tasks, but the App shows no
Backstage Alternatives
We run a professional community of credit union professionals and have been hosting all of our events using Backstage for last 4-5 years However, the recent changes in Backstage, especially what is included in Zoho One version is very limiting e.g. the
Meet and Greet - Zoho Developer Community
Welcome aboard! Thank you for being a part of our community. We're truly delighted to have you join us. Zoho Developer Community is a vibrant group of developers who engage in enriching discussions and insightful exchanges. This community is all about
Using ZDK.HTTP.Request /First argument must be a String / Whats a Wrong?
Hi Team Here again with a little problem using ZDK.HTTP.Request, i need to make a http request from client script, my source code is the following: filtro = 'DocumentNumber eq '; filtro = filtro + '\'844989539\''; filtro = filtro + 'and DocumentType eq
Disable ability to add to a custom module on the Contact module only
Hi, We have a custom module that we do want users to add to from the Accounts module but not the Contact module. Is there a way to restrict the ability to add to the custom module when a user is in the Contact module only?
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お世話になっております。Zoho コミュニティチームです。 本日は、8月開催のZoho ワークアウトについてお知らせします。今回もZoom配信 / 弊社みなとみらいオフィス会場でのハイブリッド開催です。 ─────────────────────── 詳細・申し込みはこちら ▼会場参加登録： 締め切りました！（2023/08/22 13:50現在） ▼オンライン参加登録： 締め切りました！（2023/08/22 13:50現在） ─────────────────────── ▼ 7月開催の様子
Zoho Recruit - Submit CV to multiple hiring managers
I work very niche roles, and often my clients want the same candidates. Can I submit a candidate to multiple clients at the same time?
Inclusion of Email Information in Automatic Workflow-Generated Tasks
Hi, Currently, I have set up a workflow in our Zoho CRM account to automatically create tasks whenever an email is received. This workflow is functioning as expected and successfully generates tasks for each incoming email. However, I have encountered
How do I sort out all contacts who have not opened any of the last 5 campaign emails?
I would like to purge contacts who have not opened any of the last 5 campaign emails. How do I find out who those people are, and how do I purge them?
Custom fields in Zoho Invoice
Do we need to purchase Zoho membership?Do we need to make any changes in zoho settings? How to create more then 3 custom fields in Zoho Invoice.. ZOHO Invoice Example Image i can not Find it, so please help me i also contact zoho support team.
Can't create new account from quick contact create card
Hello, In the deals module for example, when we want to assign a brand new contact via the lookup field, there is an option for "Create new". However, as our Account Name in the Contact module (which is a lookup field, obviously) is mandatory and in the
Track date variable across a page
Hi I'm creating a page that has a few charts that pull data from another table. At the top of the page i have 2 buttons that allow the user to go back a month or forward a month in data that they're looking at and a text field that displays the current
Make it easier to respond while moderating
Hello, We are moderating every topic (idea) that is posted in our community. In this way, we can easily remove ideas that are already posted in our community and prevent doubles. The only thing is, that we would like to reply to the person why the idea
Zoho FSM Extension for Zoho CRM: Synergize Your Sales and Service Teams
The Zoho FSM for Zoho CRM is an extension that augments the utility of Zoho FSM and Zoho CRM and enables the sales and service teams to work closely. It is another significant addition to the diverse feature set offered by Zoho FSM. Read on to find out
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