Error 504 in Zapier, when trying to update an existing record in Zoho CRM
Hello, today and for any reason a Zap in Zapier stopped working. I am updating an existing record in Zoho CRM (Invoices) in a Zapier step that is now causing the issue. The error is: 504 Gateway Time-out. I already re-connected the Zoho CRM account and
NOT SYNCING ORGANIZATIONS-ZOHO BOOKS AND ZOHO INVENTORY
I purchased the zoho books before and again i purchased zoho inventory after 2 day while syncing the orzaniazation i deleted the trial account of inventory and started the new organization on same user. The problem is that the new inventory organization
get current record
hello I'm trying to add a list in Zoho crm product (part of the code) Productid = 133994; productList = zoho.crm.searchRecords("Products","(Product_Code:equals:" + Productid + ")"); what I'm trying to to is to get the value of a custom field in the current
Call Stripe API from Function on Flow
I have this code one flow to call API from Stripe: string CreateStripePayementLink() { datas = "{'line_items':{0:{price:'plan_OLTYHRPZl4t6EO',quantity:1}}}"; response = invokeurl [ url :"https://api.stripe.com/v1/payment_links" type :POST parameters:datas.toMap()
Embedded Zoho forms showing only as Referral medium for Events/Conversions in GA 4
Hi, I have embedded Zoho forms on the website and followed this instruction https://help.zoho.com/portal/en/kb/forms/user-guide/tracking-in-zoho-forms/google-tag-manager/articles/google-tag-manager-configuration-with-google-analytics-4-property#Installing_Google_Tag_Manager_in_your_form
Adding a Barcode to Invoices, Package Slips
It would be good if we could add a custom field to print on Invoices and Package Slips that allow us to print a barcode. With our current ERP we have set it up so that it prints a barcode on the Invoices/Package Slips so that we can scan it into our Fedex machine and it automatically brings up all the shipping details on the Fedex machine. Here's and example:
Landed Cost Allocation / Custom Duty manual data entry
My client is an import business. They must manually enter the duty for each item with landed cost allocation in Bill. This is because customs duties cannot be allocated based on Quantity, Value, Weight, and Dimensions. Manual data entry is highly time-consuming
Update field in module with field from same module
Hello, I'm trying to update a field with API name "Animal_Name" in my "Complaints" module to reflect the data submitted in the field with API name "Name" in the same module upon creation of the record. Can someone help me write a custom function for that,
Zoho Assist User Guide in PDF File
User Guide in PDF File Will support please provide me with a user-guide in pdf format so that I may download and search it in a reasonable manner of time and mark it up to use as a reference?
Data bundling for sending quote to customer
I would to like to ask that if there is a feature of sending a quote to the customer in which I can bundle multiple products and make them visible as bundle of product names, total bundle price. Basic purpose is to hide the quantity of the products and
554 5.1.8 Sender Address Blocked
I cant send emails from my zoho mail. it says its blocked and giving the error message: 554 5.1.8 Sender Address Blocked
UID FETCH failed on IMAP access
Since today, I can't fetch any emails over IMAP. It seems like only the email fetching is affected (empty directories show up in the client). Client complains about the "UID FETCH failed" server response. Other features still work, as in: - The directory
Using Google Font's with Zoho Desk's Helpcenter
Hi, How do I use Google Fonts with Zoho Desk's Helpcenter? I've added the tags into both Header and Footer, as well as via the CSS as a CSS import, but none are working. Thanks for your help,
SHIFT MANAGEMENT
As per this link, shift management allows for shift rotation but the current configuration for shifts DO NOT reflect on a calendar on the desktop when that SHIFT day is considered an OFF day. According to SHIFT setup, we can only create a weekend setting
Customer Related List
Hello! I have 3 modules connected to each other: Agents Doctors Patients Each Doctor has a (unique) related agent; each Patient has a (unique) related Doctor. Fig. a - Doctor Module Doctor module with related Agent Fig. b - Patient Module Patient module
No atricles in customer portal knowledge base
When I go to the customer Portal and select knowledge base no articles can be found. Even though I have created articles in the help centre.
Send Email Notif after Alloted Support Exhausted
Hi Zoho Team, Requesting for your kind assistance if this use-case is possible as Function in Desk.
Join tables using Lookup
Joining multiple tables using lookup can provide several benefits in relational database management systems. By joining multiple tables using lookup, you can consolidate data from different sources into a single, comprehensive dataset. This can simplify
Google Search Results returning a tag page
One of the google search results that we are getting when users search for "Payroll" is a page from the KB, but it isn't an article, it's a tags page: https://url.com/portal/kb/tags/<tagname> <---in that format. The payroll keyword isn't included on any
Formatting date for Books Recurring Invoice
Hello, I am writing a function to create a Recurring Invoice from CRM, but am getting an error when trying to set up the Start Date. In the function, I'm getting a particular date field from the opp > find the next month > get the first day of that month;
Retroactively apply bills to PO
Hello, We have some bills that have been created and paid within Zoho, but were not linked to the POs they were associated with (during a transition time). We now want to be able to accurately calculate profit per order, but can't because these expenses
Email Replies Are Not Detected In Workflow Automation Even With Reply Tracking On
Hey I have a workflow automation setup. I put my own personal email through the workflow to see how it would show my replies. I replied to the email yesterday and haven't seen anything come through. The email arrived in the other Gmail inbox. But Zoho
Número de semana no coincide
El día de hoy se observa el número de semana a un lado de la fecha de la hoja de horas. Sin embargo este número de semana no coincide con el número de semana del Calendario.
Zoho Flow trying to Fetch record from Zoho Creator
Hello, I am trying to (search) fetch a Creator record from within Zoho Flow. Later I want to update that Record using the Record ID I am trying to obtain through this search. How do I parameterize the "Zoho Creator - Fetch record" node correctly to lookup
Web forms in New Career Site
Hi, Can we have different webforms for new Career site as we had in the old career site. For different clients and countries, we need different set of information to be captured from the candidates. Like in India, most of the employers wants to know the
Create groups based on a deal
Hello there, Is there any way to creat groups on a deal? for example, on a deal I need a support team made out of a few members of the entire support team and when one of the members of the team assigned to work on the deal closes a task, all of the other
BUG: Code Editor Not Working in Chrome Browser
Just wondering if anyone else is experiencing this issue. Since earlier this week, when I click to edit a deluge script in chrome, the editor doesn't appear. Specifically, the issue is that the "wf-slider" <div> is being given a style of "display: none;"
Sheet not loading preset validations
My team and I share a zoho sheet and this week all of us are running into delayed issues regarding the preset data validation options. The sheet is not picking up what we are entering and this has been an ongoing issue all day today. I sent in a help
Zoho CRM is so slow here in China
Sometimes I enter a record or try to load a module list. Need around 10 seconds. No issue when I enter another website. Not an internet issue as we are at 1000MB speed.
Vault for payment information & credit card
hi, would you consider supporting credit card & payment information in Vault in addition to passwords? something like https://www.lastpass.com/solutions/digital-wallet
How to check if contact has a relation to custom module record (related list record)?
Hello, I do have contacts (in the regular contacts module) in Zoho CRM that can be related to a custom module "Subscriptions". The Subscriptions will be displayed in a related list in each contact. So if I create a new subscription I can choose the contact
New feature: Microsoft Teams integration
Hello all, Greetings from Zoho Bookings! We are thrilled to announce a game-changing integration that brings together the exceptional scheduling capabilities of Zoho Bookings and the collaborative strength of Microsoft Teams. You can now meet your customers
Bug fixing
I gave delete column instead of delete row for a selected row which led to the deletion of everything. When i clicked the left arrow,to return to the previous step the data that was lost was left as it is.i Lost all my data and have lost all my efforts.
Fixing the Bug and getting the datas back
By choosing a specific row,i clicked on "Delete column" instead of "Delete Row" which ultimately led to the deletion of everything. When i clicked on the left arrow button to get to the previous step,the data that was lost never returned and left as an
Optimiser votre CRM en intégrant votre plateforme de gestion de service client, Zoho Desk
Dans l'article précédent, nous avons vu comment l'intégration entre Zoho CRM et Zoho Analytics permet aux équipes des ventes et du marketing de découper les données afin de prendre de meilleures décisions commerciales. Cette fois-ci, nous découvrons comment
how to assign a task using a custom function
Hi there, I am using a custom function to assign leads in a round-robin manner. Now I have a workflow that creates and assigns a "Contact Lead" task to the lead owner. But now that I am using a custom function to assign a lead, this workflow assigns this
How to Enable Password Sharing for Users with 'View' permissions
Is it possible for users with 'view' permissions for a given password to share the password with a third party? They are unable to do so unless their permission is elevated to 'Modify' or 'Manage.'
Navigating to views of related records from within detail view.
Suppose I have forms A and B such that records of B are related to records of A via a lookup field (i.e. there is a one-to-many relation between A and B). Within the detail view of a report for A I can display the related records in form B as a related
Notice: Undefined offset: 1 - ERROR while searching for records
Hi I'm currently integrating our plattform (php ecommerce) with zoho crm for a client. I've successfully installed the php sdk and got it working by obtaining access and refresh tokens. Now i'm trying a simple request and it's returning me this error:
Filter LookUp for Records Created via Workflow
Hello according to this zoho article (https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/lookup-filters#Business_scenarios), the look up field filter does not search records created via a workflow. I would like to
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