Zoho Flow to Zoho CRM --> Invalid Data Error
Hello everyone, 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
Template formatting when using docx files.
In a recent update, there has been changes to when you upload a word document to be used as a contract template. Font size for example changes when you upload the docx file, before it did not do that. This was an unnecessary change, for those wanting
Import data into Zoho Analytics - Part 1
Zoho Analytics provides various options to import the data that you have in local files, feeds, Cloud drives (Google Spreadsheets, Google Docs etc), Local/Cloud databases, popular business applications and from your custom applications into Zoho Analytics
Google Maps and Zoho Creator Integration
Hello everyone, I would like to ask a question about Zoho Creator. I want to calculate between how many distance between two location. Is it possible to integrate Google Maps into Zoho Creator. That's way I would choose start and end location then it
Syncing campaigns and statistics to CRM - only working on some campaigns?
Hi, I have an issue regarding the sync. I have many automations in Campaigns - where all mails individually inside these automations, are getting synced to CRM. However, I also have some mails that I can see is being sent to contacts, are NOT synced to
Quotes API for Zoho Books
Hi All, We have a use case where want to create 3 automatic quotes (Good, better, best) when the deal stage in Zoho CRM is changed to "Quoted". I have created a Zoho Books connection and can do various operations (read, update). The problem is that we
formula field in subform shows blank when record is created by deluge.
I use Deluge to create record, but the record will not calculate formula field in the subform. I have to edit and save, it will be calculated. Unbelievable. Any method to auto trigger the formula field in subform?
How to Add button for Custom Module
Hi Team, We want to incorporate a customized button into the Custom modules of our Zoho CRM account. We've observed that it's feasible to create custom buttons for both default modules and custom modules created using extensions. However, it's not possible
getRecords - Avoid duplicates
Hello community, I'm maintaining a Vendors table in creator, fetching data from Zoho Books. The vendor table can not contain duplicates for consistency in the records of my app. That's why I've checked the "No Duplicates" option on the contact_id fetched
How do I consolidate different worksheets into one?
Hello I have a Zoho Sheet which is made up of a number of different tabs of data, each with the same column titles, but each referencing a different source of data. (See screenshot for example). Is there an automated process which would consolidate these
Remove "-" from String
if(input.Full_Name.contains("-") == true) { getsuffix = Full_Name.getsuffix("-"); if(getsuffix.len() == 1) { input.New_Full_Name = Full_Name.replaceAll(getsuffix, "").replaceAll("-",""); } else { input.New_Full_Name = input.Full_Name; } } .........................................
Perceptions about Canvas
We are exploring the possibility to design our layouts with canvas. There are some aspects holding us back from it. User experience truncated between record view and list view Responsive in different screen sizes Aditional clicks for editing a field No
Kaizen #94 - PHP SDK V4 - Configuration and Initialization
Hello and welcome to another Kaizen week! In previous Kaizen posts, we have covered in detail how to configure and initialize PHP SDKs for Zoho CRM v2.1 APIs. We have since released SDKs for v4 and v5 APIs. However, starting from v4, there are some changes
Reports - display in different currency?
Hi, We have the multiple currency feature activated. I see in the documentation that in reports, "By default, the value in a report will be displayed in Home Currency.". My question is, is it possible to change this default for some reports? For example,
Présentons RouteIQ pour Zoho CRM - Économiser du temps et de l'essence avec notre solution de cartographie intelligente
Au cours de vos déplacements professionnels, vous connaissez l'évolution constante de l'emploi du temps des membres de votre équipe. Ils se déplacent souvent, rendent visite à des clients et s'occupent d'une multitude de tâches. La gestion et l'organisation
How Can I get zoho users id on deluge
Hi, I'm trying to build connection from creator to zoho projects and I want to assign user once I create new Task in deluge. and Its work fine if I assign my zoho id user to : "person_responsible". Is there any way That I can get all the users ids on
Include "IS NOT" as an available criteria selection for the Status field in custom Sales Order views
Currently, Zoho Books Sales Orders does not have a view to display only open orders (i.e. orders that are NOT closed). Unlike other module views, it is not possible to set the view criteria where STATUS IS NOT = CLOSED as the only compare option is IS.
Zoominfo integration
We are using Zoominfo for our contact data. If I look to export a contact from Zoominfo to Zoho it shows me the accounts with similar names, I click on the one I want but because the account name Zoominfo name is not the same as the account name ZohoCRM
Announcing Bigin's integration with Zoho Directory
As a Bigin admin, you play an important role in managing your organization's user accounts and ensuring secure access to important data. To streamline and enhance your user management operations, Zoho Directory can be a powerful tool. Zoho Directory offers
Calculate Margin for Deals
I would like to ask if is there any way to calculate margin for Deals? I have a custom füled in products "Buying Price". In paper it is very easy to calculate: =SUM for all Products ((Product Price-Buying Price) x Quantity) But in practice i can not find
Update Child Contacts - Do not Contact Accounts to Contacts
Hello! In my zoho accounts I have a cell that indicates that the accounts - businesses are not to be contacted. It is a cell called "Do NOT Contact" which is marked with an X. In turn, I have contacts assigned to those accounts that also have a "Not Contact"
Cost Report
Hello, I'm looking at buying a subscription for Zoho Desk and one of the requirements for my departments next ticking system is to be able to run a report that can break down costs for my team. For instance. We have 9 departments within our organization
Zoho Ticket Last Comments
Hi, Just a quick question, is it possible to get the Last Comments on each ticket when doing an export of all open tickets on the system?
Zoho Flow to Zoho CRM --> Result "invalid data"
Hello Folks, I have a flow that bring the data (TAG) from ActiveCampaign and updated the contact at Zoho CRM. However the result is Zoho CRM says "invalid data". Does anyone know how to correct that? Bellow the output of the flow from the ActiveCampaign:
Automatically updating date based on field status change
I am working on some automated date stuff and having a bit of a hard time getting the script. I have a checkout form in that I would like the "Return_Date" field to be automatically updated to the current date and time when the "Status" field is updated
Is it possible to create subform rows in a Zoho CRM object using Flow?
If so, how?
FILTRAR INFORME A PARTIR DE LA SELECCIÓN DE REGISTRO EN OTRO INFORME
Hola. Deseo filtrar un INFORME en una página de Zoho Creator (versión 6) según el registro seleccionado en otro INFORME contenido en la misma PÁGINA. En la imagen de ejemplo, os muestro una PÁGINA , donde encontramos el INFORME "Listado Cursos", además
Auto populate fields based on user selected crm integration drop-down list
I have an app that I am trying to update customer details in a form based on an integration drop-down. I would like to select a customer in the crm integration drop-down list and then based on the selected record it updates customer values on the form;
Font not changing
Changing the font and font size does not work. I have tried on both my mac and pc. Any ideas?
Stock function not working
Hello, For the last couple of days the stock function is not providing the latest stock prices. I've used this Sheets feature for quite some time and up until the last couple of days it was working. Today I converted my Sheets file over to the Workdrive,
Payment Status
Hi. I´m a Consultant (Super Admin). Sometimes i have a costumers that prefer call me to schedule a service instead of to do a schedule through web bookings application, so on this cases i need to insert a schedule manually through calendar. When it occur
Change staff for a booking/apointment
Hi! When many employees are in the same workspace and the customers cannot choose the employee, what are the rules for Zoho to attributing staff member? We are two in my team and I would like Zoho to attribute all apointments to me unless a customer asks
Daily Unknown Update Notification
I see this notification on a daily basis popping up in the middle of the screen, We’ve fine-tuned Zoho Invoice under the hood. When you find time, refresh this tab to experience the latest Zoho Invoice. When I ask for support, they say it's an "optimization
User not able to access the Zoho Calendar
We have a user who receives the following error message when he tries to access the calendar. He has been experiencing this for the past 2 days. He has ensured cookies are on and has tried switching off his wifi router and turning it back on, as well
Payment Reconciliation
Hi I need some help please. I am looking for a platform which can do the following tasks 1. Our invoicing staff get confirmation from customers that payment through bank payment has been made. The invoicing staff need to send this request to our accounting
Bloqueio IMAP da conta
Oi, Apareceu essa seguinte mensagem. O que faço? Meu administrador tambem nao consegue alterar.
Creating a rolling financial forecast in Zoho Analytics
Trying to create a Rolling Forecast Report that would include columns on a Profit and Loss Statement for the fiscal YTD Actual (Column 1) and the remaining YTD forecast (Column 2) to arrive at a revised Total (column 3) based on the 2 columns combined
Is there a way to fetch call details from Zoho Desk by ID?
I've built my custom function, which works, but I can't set "Calls" as a module. Am I missing something or is there a workaround of some kind? I need to fetch those details because the normal "Fetch Call" action does not return the starttime or the duration
Create a chart using data from different components
Hello, I'm using Zoho Creator to create an app which will be used track who's responsible for specific tasks in the company. I have the following components with the following fields: Component 1: tasks task name description employee in charge for the
Function to copy field from a Costume Module to another Module
Hi, I'm trying to write a function that copies a value from a field in a Costume Module to Potentials. I already used the same function to copy values between fields from Contacts to Potentials, and it works perfectly fine! However, for this Costume Module,
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