Zoho WorkDrive API’s Get All Teams of User endpoint does not work
Hello, I am a user of Zoho WorkDrive and I need some help with using its API. I have followed the Zoho WorkDrive API Documentation and I am trying to use the Get All Teams of User endpoint, but it is not working for me. What am I doing wrong? I have successfully
Subforms limit
Hello, I have a form with 30 questions. Each question if answered yes has its own additional questionnaire. How could I implement this in Zoho Forms? Unfortunately subforms are limited to 5. Why? Can this be extended? This would be a perfect way to implement
sections and descriptions not selectable
Hello, why are sections and descriptions not selectable in subforms form fields. Best regards Jörg
How do i post a payment against a long term liability account?
Hi guys can anyone help with this, I have created a long term liability account (Business loan more than 1 year) and I can't find a way to record the payment on that loan made from my cheque account.
Create a dashboard that shows how many sold in each month.
Is it possible to create a report/dashboard that shows me how much has been sold in each month? I know how to do it for the individual months, but I want 1 report that shows all months as a chart. Thanks
Customer Portal - Custom Tab Add - URL not recognized
Anyone know why I keep getting this error when I try to add a Custom Tab in the Customer Portal? I did it before but now it won't connect to this link Help. I am just trying to make it so on the Customer Portal if a customer wants to create a new sales
Change Field Type & Preserve Data, Workflows, Layout
I would like a feature in ZohoCRM that would allow me to change a field from one type to another, and preserve the data, workflows, layouts for that field. Essentially the same effect that "renaming" a field has where nothing really changes but the name.
Upload Excel Template into Zoho Sheets and Use for Creating Quotes/Sales Orders
I use an Excel workbook template to create quotes/sales orders. Is there a way for me to upload the template into Zoho CRM and map the customers contact fields into it from within the CRM? Thanks so much! Kelly
Monotonic stream ID's in notifications API
Can you add stream ID's? If I lose a message incoming from a stream, or there is some issue in the Zoho sending a notification, that notification is lost. When I reconnect I'd like the ability to replay or start at my last observed notification. This
Is there a way to add columns to the Row Total Formula in Zoho Books/Invoice?
By The Grace of G-D. Hi, How are you? As you might know, in Zoho CRM, A user can edit the Formula of the Row Total so one can add a field to the Subform and add it to the calculation so it will affect the final price. Can you do such a thing in Zoho Books?
Use single sign-on for end customers to manage Help Desk access
Hello, imagine this use case: the customer login into our e-commerce using single sing-on as he's logged in using SSO, he will also be automatically logged in the Customer Portal hosted on Zoho Desk I see there's this app (https://www.zoho.com/identity-management/
What’s New in Zoho Payroll (US & India) - July 2023
Zoho Payroll is back with fresh updates for July, catering to our users in India and the US. Whether you are operating in India or the United States, we have tailored our updates to meet your specific needs. Let's dive deeper into the exciting updates.
How do I access my custom email address added as users
So as a free zoho user I added mycustomdomain.com and I added users we@mycustomdomain.com and support@mycustomdomain.com from the mail admin console. How do I access these users account to see incoming emails and also send emails. Or how do I login to
No etag's
Can you add etag support for optimistic concurrency control when writing via the API?
Leads from SalesIQ > WebSite Visit
Hi there, SalesIQ directly creates leads, with "WebSite Visit" as the lead source. We never chatted with them, they were not in our CRM before, they are not in destination lists in Zoho Campaigns. I've read the page explaning how SalesIQ track data, but I can't figure out how they find these data, with professional email address... Can someone help ?
Ability to identify anonymous visitors to your website.
Get anonymous visitors Organisation Name based on Reverse IP Lookup from ICANN / RIPE / ARIN's IP ownership database. Use case: You send a tracked link via email or in a newsletter, the Lead/Contact clicks on the link to visit your website and from there
Tip #1: Cómo importar tus contactos a Bigin
Tips and Tricks #1 para Bigin by Zoho CRM, por Alejandro Mora ¡Hola usuarios! Hoy iniciamos una nueva serie de Tips and Tricks, esta vez sobre uno de nuestros productos más intuitivos, Bigin. ¡Bienvenidos a los Tips and Tricks de Bigin by Zoho CRM! El
Target vs actual chart
I am trying to create a line chart in Analytics to show our forecasted lead targets per month vs the actual number of leads, for example: Please can someone let me know the best way to do this? Thank you
Filter dashboards on logged in user
Hello, I have a dashboard with several reports and widges. We want that these data is filtered and is correctly showed only to the logged in person. We use this : Variable X =${system.login.fullname} which is working and filtering report X perfectly to
Can Send Emails But I am not Receiving emails in Zoho Account
Hi there How do I fix it? tf@tu-cs.com
Ability to split a field into ROWS based on a delimiter
Hi folks. I have a spreadsheet from a client that has several (about 10!) different fields containing multiple values separated by commas. Each field represents a multiple-choice field option is a survey. For example: Field Name: "Priority Tech Investment"
Is there any way to create an issue in Projects from ticket in Desk?
Is there any way to create an issue in Projects from ticket in Desk? It would be useful to just reply to a ticket and create an issue from the original message at the same time... I am currently having to manually create an issue in Projects and copy
Export as PDF option for all Modules
Hello, We're able to see how many times user sent e-mail to contact but we don't know how many times PDF export link/button clicked. Sometimes, I'd like to be sure about the user has sent quotation to customer or not. Upon I have sent this request to
Inventory templates for Products
We require printing the products we have with special formatting but currently it is not possible to create or select an inventory template to do so. Inventory templates exist for invoices, etc, but not for the Products module. Is it possible for Zoho
Error: Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
My outgoing messages are blocked. Kindly mention the reason and unblock my email id financeiro@giacomini.ind.br. Error: Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
text fields side by side or create multi-column forms
Hello, is there any way to display text fields side by side or create multi-column forms? Best regards Jörg
Report Running From Different Time Zones
We have found an interesting problem today. If I view a report on one of the dashboards we have setup which limits the records to 'Activities Todays' then the report looks different for me where in New York than it does for our Sales Rep in Singapore.
ZohoCRM DealOwner to ZohoBooks Customer Owner
Hello everyone, I have a specific requirement to synchronize the Deal owner with the customer-owner in Zoho Books. In order to accomplish this, I have developed a deluge script that is currently functioning correctly. However, I have a concern regarding
Status: Error, ResponseCode 421, Host not reachable.
Hello, I'm having issues with one of my zoho accounts which is not sending or receiving e-mails. I got this message instead: This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR
How to customize the Zoho Books Payment Link email template?
Hi, how to customize the Zoho Books Payment Link email template? The purple one : Can't find it anywhere!! thanks
Re-ordering cards in Kanban view
I can't seem to be able to reorder the cards in Kanban view within a column (IE, I want to put the more important "Open" things on the top). Every time I try to drag and drop, it just yells at me "Moving Bugs within the same board will not change their order in list view." I thought I was able to do this at one point, but maybe not.
code: 4, message: 'Invalid value passed for zsm.plans.api.PlanID'
I am trying to make a request in order to create the subscription, I have sent the customer_id and the plan details but I am getting this error data: { code: 4, message: 'Invalid value passed for zsm.plans.api.PlanID' }
Tidak Dapat Melakukan Perpanjangan Zoho Form
Mau nanya kok akun saya tidak bisa melakukan perpanjangan bulanan ya? padahal pakai paket Standart?
Forms link provides a redirection message and link
Hi, i have created a public form, that took on 8 entries and has not worked since. the link to the form is https://forms.zohopublic.com/virtualoffice22555/form/KickStartCrewExpressionofInterest/formperma/EOuTJevvggUyPeMN3XgMiGwgW-dLz2hn9UmZCuk1zok I have
Is there an integration with SalesIQ?
I've added the tracking code to my website and can see visitor activity. However, it doesn't recognise previous visitors that are tracked through SalesIQ. Is there a way to integrate SalesIQ so I can reuse the data already captured there?
CRM User's Last Login
Hi all, I would like to request a feature that logs the last login of users. I'm aware that there are two other topics about this, but in each of those topics we are asked to refer to the other topic and they're both locked, which doesn't seem right:
Perform Count of another column based on another column date range
Hi, I would like to count distinct "Deals.ID" column based on "Deals.Created Time" column, any inputs, I tried existing threads I didn't find any reference. I am trying to use this in Pivot Table (formula)
Can I hide report based on user profile and or group?
Hi, I want to create a report, but I want to hide it for certain users based on their group and profile, can I do that? because when I create a report, it will always appear on all my users, even though they only see nothing after they click the report
How Can I Add Date Suffixes in Zoho Writer Fillable Fields
Good day, My company uses Zoho Writer to create templates for many of our business-to-business contracts. One of our contract types, in our state, legally requires the date to be expressed as "THIS AGREEMENT entered into this 9th day of July, 2023. When
What is wrong with my Include_GroupBy Code
AVG(include_groupby(avg(count_if(MONTH("Opp+paymentinfo+users"."Opportunities.Closing Date") = MONTH('2023-06-06') and ("Opp+paymentinfo+users"."Opportunities.Stage" = 'Deal Won') and ("Opp+paymentinfo+users"."Opportunities.Deal Type" = 'New Deal'))
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