Contract termination API
Hi there, is there an API to terminate the contract? I didn't find any at the documentation API REgards Ary
"No Zoho Creator permalinks were found" error message
Hello, I'm trying to add a Zoho Creator app to a CRM Web tab following this guide: Linking Zoho Creator Apps with CRM | Online Help - Zoho CRM When clicking on the link icon, I get the following error message: No Zoho Creator permalinks were found. I'm
Display Company Names for Leads in the Activity Module
I would like to propose giving us the option of viewing the name of the company our Leads are associated with when viewing tasks in the Activity Module. This is such a basic need I am at a loss as to why this isn't available already.
How Often does Zoho Project sync with Zoho Invoices?
After the initial integration set up, how often does Zoho Project sync with Zoho Invoices? Do I need to set up the Client/Customer info in Zoho Invoices if I set them up in Zoho Projects? Thanks.
Zoho Recruit to Zoho Creator
I have been working on an application in Zoho Creator and created a form. But I am only stuck with this one problem. What I can't do is that I want the integration to happen this way that when the user inputs the Candidate ID which is an auto number field
Single User Subscription
Hi Everyone, I am working as freelancer. I am exploring ZOHO Creator. I am thinking for purchasing single user for my self for practicing. Please guide me whether I can purchase single user for ZOHO Creator.
Where is reconciliation History?
I looked for help on how to unreconcile a Bank Statement. This is what I think is the latest. The steps to undo a reconciliation are as follows:- Open the bank account in Zoho Books under the Banking tab. Click the Gear icon next to Import Statement button.
SMTP Error: Could not connect to SMTP host
Hi All, I am trying to connect to zoho via swift mailer using laravel but I got error : Connection could not be established with host smtp.zoho.com [ #0] what will be the problem ? MAIL_DRIVER=smtp MAIL_HOST=smtp.zoho.com MAIL_PORT=465 MAIL_USERNAME=*********** MAIL_PASSWORD=************* MAIL_ENCRYPTION=ssl my ip is: 18.136.85.51
Lead and Activity Reports
Is it possible to run relational reports across multiple modules. I want to run a report that filters particular leads by status and source that have particular words in an activity or a particular priority on an activity. I have tons of uses for filtering
Not able to change organisation name
I'm not able to save the changes made to the organisation name. Is there any other solution? I'm changing it under control panel>dashboard. Thanks
Zoho Desk Extension config parameters
Hi, I would like to know if there is a way to view or edit the values defined inside the plugin-manifest.json in the section config while you are developing. I have set up some parameters that I need to use inside my code, but while running a Zet run,
Change super admin
I can't find the answer, how can I change the super admin?
send mail
I want to send emails to multiple user but I do not want all emalis to appear to the user . How i do this ?
Cannot receive mails
I could not get any mail from external account. Can you help me ?
what are the recommended steps and strategies to ensure the protection of sensitive data
Hi, there my name is Sanjana Om Tiwari and I am a manager at Kanak Metals and Alloys. My question is regarding security on Zoho, what are the recommended steps and strategies to ensure the protection of sensitive data and safeguard against potential security
How to: Fine grained access
Hi, I'd like to give users access only to certain records based on specific conditions. ie: if Field1 is a picklist and has a specific value, give access to all users of a certain "group" Or if that user is chosen on a specific User lookup field. I'd
All of my scheduled posts are gone
I logged in this morning to find my scheduled posts list and calendar empty. It's been a couple of days since I logged in and I see that posts have been published through yesterday so I'm not sure if this is a glitch or if my posts are actually gone.
Zoho Social now supports publishing on LinkedIn and Google+ Profiles!
Hello everyone! This is Elizabeth. I recently joined the Zoho Social team as a content writer :) Just a few days in, and I already have some thrilling news to share with you all. We know that you've been waiting for this moment eagerly. And, it's finally here! Zoho Social now supports publishing on LinkedIn and Google+ profiles. This is in addition to managing your Facebook Page, Google+ Page, LinkedIn Company Page, Twitter Profile, and Instagram Profile. Yay! So, what does this mean for you? As
Sum If from Picklist
I am seeking assistance on how to capture the sum in one column based on the column of picklist? Also, can date be added as a filter? Example: Column 1 is date Column 2 is sale Column 3 is picklist (item A, Item B) Sum if = Item A Sum if = Item B Sum
Charts in Embedded Docs Not Visible
Hello- Been experimenting with embedding a Zoho Sheet document within a web page. But I'm finding charts are not published when I publish a worksheet. Did a search and found this from 10 years ago: https://help.zoho.com/portal/en/community/topic/charts-are-not-showing-in-html-view
Changing Developers
Hi! How hard is it for one coder in Creator to take over for another coder in Creator? We have someone who created some complex code for us and isn't finished the project. We need someone to take over the project without having to start from scratch.
Bookings and locations
We wish to implement bookings We are an organization with branches in 7 cities One city has 3 branches I need for our clients to be able when booking to decide the City - then if that city is the one with the 3 branches decide which branch to get the
Where are the Data Fields located in Zoho Show?
Not seeing the Data Fields inside my Zoho Show Account. Do I need to do something to get them activated?
How can we filter dashboard reports to show year up to date? or filter more than 30 days?
Attaching different attachment to each customer in campagins
We want to create an automated mail campaign that has 1st mail and 3 follow-ups and this is clear and straightforward using zoho automation campaign. We have following requirement: First mail should contain quotation for customer and flw-up mail would
Local development workflow for Zoho widgets.
I am working on a creator widget using the Zoho ZET CLI. I can import the JS SDK, and initialize it using ZOHO.CREATOR.init() However I am only able to access the SDK functions by deploying the widget. Running the development server using "zet run" shows
subform tooltips
tooltips of subforms don't show up after setup:
Stone & Pounds minus Stone & Pounds
Hello everyone, I've made a formula to calculate the difference between two decimal fields for example: 12.13 = 12 stones and 13 pounds Now I would like to calculate the difference between two stone & pounds decimal fields. The script I've written is below. The problem is 0.14 pounds is 1 stone. So in the below formula I got a problem with the following outcome: 1.15. Actually this has to be 2 stone and 0,01 pounds. How could I resolve this? //Calculatie today's weight loss in stones and lbs //Stones&LBS
How do you disassociate contacts from an opportunity in the opportunity module?
Working in the Opportunity module within CRM, I have several contacts associated with an opportunity. A couple have left the company or moved departments and I want to disassociate them and add their replacements. Adding new folks isn't an issue, but
Purchase order status
When we create and send a PO the status is automatically set to Received, must be doing something wrong just cant figure it out, Thanks all
Sign API Radiogroup
How can I define a radio group using the Sign API? The documentation doesn't provide details for the payload.
Tips and Tricks #23: Six ways to quickly transfer all your files to WorkDrive
Hello everyone! In today's post, we'll show you how you can easily move your files to WorkDrive. In case you haven't read our previous articles in the Tips and Trick series, you can find them here. New to WorkDrive and wondering how to move your existing
zoho.ai.recognizeText(my_pdf_file) returns 2 to 4 repetitions of the text
I have tested this function to convert pdf files to text and have found that it works, but in very many cases (almost all) it returns the same text over and over again repeatedly. This of course is not the original text, but a massive rewrite that causes
Importing Opening Balance Credit Notes
I am importing balances from my old accounting systems into Zoho books. I have successfully imported all receivable and payable opening balances. But for contacts with debit and credit notes, I am unable to import them in the opening balance set-up Would
Adding Products to Cart with Customizable Quantity Slots
Description: I would like to suggest an enhancement for Zoho Commerce that would allow users to add products to the cart using customizable quantity slots. Currently, when a product has a specified packaging quantity, such as 10 pieces, and I want to
Please display ALL emails of an account per default (CRM emails + IMAP)
Hi, i simply don't understand why ZOHO CRM is designed like this: if you open an account an scroll down to the emails, you just see the emails that have been sent from ZOHO CRM. Why?? Per default everybody wants to see ALL EMAILS that have been received
Pull Incidents Data from 3rd party(XDR) to Zoho Desk
Hi team, We have a question about integrating Zoho with third party apps for automation purpose. General scenario is: We have Palo Alto XDR software and this software is generating some incidents. Our goal is to automatically create a ticket in Zoho as
Zoho Social Losing Scheduled Posts
It started a few months ago where a scheduled post would come up missing here and there. At first I thought it was me when I was scheduling because I do schedule a bunch all at once. So I became extra vigilant on double-checking my lists to the point of printing the Zoho scheduled list. I scheduled a weeks worth of posts yesterday and this morning went in and Zoho had lost a full weeks worth of Instagram posts for one of my brands!? I've been so paranoid about it, I went back in and checked it again
How to get user zoho id
Hi, I'm trying to assign user on creator to zoho projects, I didn't found a way to get the zoho user id (not the email and username) using deluge to assign a user using the "person_responsible". Is there any way That I can get all the users ids or at
Portal Permissions not Publishing to Stage
I am having difficulty getting portal permission sets to publish to the stage environment. We've updated the portal permission sets, granting access to different reports/modules and they show up as changes when we go to publish, don't throw any errors
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