Zoho CRM Formula field - lots of "If", "And", "Contains" and "Not"..
Hi, I have a problem with my formula code. It doesn't give me the right output. If(And(Contains(${Sager.Kundetype},'BtC'),Contains(${Sager.Type},'Ny kunde'),Not(Contains(${Sager.Kilde},'Autobutler'))),'Retail Nye', If(And(Contains(${Sager.Kundetype},'BtC'),Contains(${Sager.Type},'Eksisterende
Any idea how long it takes Zoho support to respond
Several days ago I realized my IMAP access was being blocked. Not sure why this happened or how I go about resolving it so I wrote to the support team at Zoho. I haven't received a response yet. Don't want to put in another request so they don't double
Linking drop down feild
Hello Everyone, I want to link drop down between each others. For example, I am choosing a brand the drop down field. Product drop field should show me products which belong to the brand I chose. Is it possible to do that with Zoho Creator Forms ? Thanks
Storage space in Zoho Forms: The ultimate guide to efficiently managing your data
Are you using Zoho Forms for data collection? As with any data-intensive application, understanding how storage space is calculated is essential. That's why we've created this guide— to show you everything you need to know about managing storage space
Sharing with people outside our Zoho organization
I have started using Vault, and have created a chamber for passwords my accountant might need access to. The problem is that you can't share the chamber with someone outside your organization. Am I missing something as far as organizing goes? Is there a better way to offer access to a group of passwords to an outside person?
Customizing decimals and commas across Zoho CRM
Hi, I would like to configure Zoho CRM to show numbers in crores without decimal points e.g. 1, 00, 00, 000 Zoho currently displays 100,00,000.00 I would like to make this change across the app. Not just for a field in a module. The same change should
Organize blueprint transitions
Hello, I don't see this as a very hard thing to do, but it would be very helpful. Currently, when a blueprint's transitions appear on a record there is no way to organize them. The order they appear in seems very random, and this random order changes
Permissions based on account owner
Hello, I can't wrap my head around some things regarding permissions: On the accounts tab, there is a deal section which lists all the deals made with that account. Now the problem is that I want the account owner and only him/her to see all the deals
Zoho CRM related list - embed Zoho Creator report view as a widget instead of pre-built related list integration
Hi, In my Zoho Creator app, I have a form representing Loan applications (Deals). Another form is Documents, which is linked in a many-to-many relationship with the Deals module. There is a client portal in which the client can upload their documents. My report view has a few useful buttons for the broker who reviews the documents: - Voir documents (Preview documents) - Accept - Refuse I want the report view to appear exactly as it is in Zoho Creator, in a related list in Zoho CRM. The prebuilt Zcrm-Zcreator
Free Webinar: Empowering Indian businesses with Aadhaar eSign and e-stamping in Zoho Sign
The Indian government has always been a front-runner towards building a digital economy. With the Digital India campaign launched in 2015, numerous initiatives have been taken to empower the country to become more digitally advanced. Aadhaar eSign and
How to delete multiple empty rows?
I have a list of data that has been imported, however it now has an empty row in every 1 - 2 rows. Is there a way with the new data cleaner to remove these rows? I have over 1,000 rows.
Cheque Printing in portrait mode...?
Dear Sir, I find now cheque printing is available in Zoho Books. But it print only in landscape mode. Is that possible to print in portrait mode...? Please help me. Thank you,
Zoho Creator backup and recovery.
Hello my friends, I have created a backup file from dash board, and downloaded it to my computer, it is a "ZIP" file. Now I want to recover this file to another account, but I did not find the way. Can you please help me to finish it? Thank you!
Custom Field in Shopify Order to sync on Zoho Inventory
Hi, We run a personalisation business where customers can personalise their products. The personalisation text is created as custom field on Shopify and with the shopify integration in zoho, the custom field is not syncing. Because of which our team is
SaaS :: Building a Recurring Revenue SaaS business with Zoho Creator...
HI folks, for the last 2 years I have been building SaaS apps for various hyper niche industries using ZC (Zoho Creator) I have developed a whole heap of short cuts and libraries for the development plus a number of marketing resources that you can use for actually selling the solution to multiple new clients... Is anyone interested in learning about how they could leverage their current ZC skills and projects and turn them into money making SaaS apps? Just message me if you know of someone that
Automatic delete candidates based on date
Hello, Is it possible to delete candidates based on a date and status in Recruiter app? Like when a candidate has the status Inactive and the last edit was 2 years ago they need to be removed (GDPR). Thanks in advance.
Problem tracking $0 cost inventory (items that were produced, not purchased)
Hi. As a beekeeper, I 'produce' inventory items such as honey, beeswax etc. All these items are essentially zero cost as there is no vendor I am purchasing them from. Additionally, the items have variable sale $ values - for example, 1kg block of beeswax
Zoho Books ,Zoho CRMの請求書とマネーフォワードクラウド請求書の連携
#Zoho #マネーフォワード ご要望も多かったので#ZohoBooks、#CRM とMF請求書の連携のプロトタイプを作成しました。 Zoho Books請求書からZoho CRM請求書が作成されマネーフォワードクラウド請求書に請求書を転送することができます https://youtu.be/xjiFLHRlu7I @YouTubeより 以下はZoho SocialのZia（ChatGPT）機能で変換してもらった内容です Exciting news! We have created a prototype
Cannot receive emails or email Verification code
domain: thewellnesshoney.com I have set up everything and still cannot receive emails. I have been trying to do this for a day now and cannot receive the confirmation email so i can verify my email. Any help?
zPeople vs zShifts Kiosk
I am looking at both zPeople and zShifts for implementing a time clock for my client. I would like to implement zPeople as it seems to be more value for the dollar and include the HR functions. However there seems to be a massive difference in the way
Importing from Excel - Phone Number mapping error
I'm trying to import a phone number and keep getting the mapping error : "'Number' column is mapped to a 'Phone' field" or "'Text' column is mapped to a 'Phone' field" I have refined the phone field so that the country code will automatically pull from
""a specific field" does not exist in this form" Deluge error message
Dear all I can't see what's wrong in the line 18 of this portión of code in a "on edit/on load" form action. i would appreciate any advice 1 hide ConceptosdelDM.Documento_de_medici_n; 2 disable ConceptosdelDM.Total1; 3 disable Total_Habilitaciones; 4 disable Total_DM; 5 defaultnumber="4500056465"; 6 if(input.Orden_de_Compra == null) 7 { 8 Orden_de_Compra = Orden_de_Compra[Numero == defaultnumber].ID; 9 } 10 filas = (ConceptosOC[Orden_de_Compra == input.Orden_de_Compra].Concepto_Facturable).getall();
Pivot Tables report problem
Hello, I pressed Regenertate on my pivot table report page and now it's stuck for over 2 hours. "Regeneration has been initiated for this report. You will be able to regenerate again when this process is complete" Can you help, please? Thanks,
IOS ‘Tab’ key
I’m currently building a app for customers to fill out their details and there’s a lot of fields for them to go through, they’ll be primarily be using the application on iPads using the creator or customer portal iOS app. I’ve noticed in testing that
JSONString in V3 API POST
Hi Can I just query exactly what the body of a POST in the V3 API should be? The docs seem to indicate the body itself should be JSONString='<some json>' but surely this is not the case? Surely the body should simply be json itself without the need to
Contra account
How to create Contra account A provision for depreciation allowance for bad debts
does the iOS app support blueprint?
how can an iOS user use a blueprint in the app? we are not seeing this functionality in the iOS app.
Impuestos en Facturas de Proveedores
Buenos días. Hay alguna forma de poder manipular el valor del Impuesto. en el posteo de una Facturas en COMPRAS, Esto porque en mi caso . tengo varias compras a proveedores que vienen productos o Servicios mixtos con y sin Impuestos. ( entre exentas e
Attention Indian Customers: Introducing Bigin Virtual Classroom Training
Attention Indian Customers: Introducing Bigin Virtual Classroom Training We have exciting news for all Bigin administrators! Mark your calendars for the paid training session exclusively designed for Bigin administrators, happening on 12th July 2023.
Is it possible to revert to the old calendar view for timesheets?
Recently my calendar view for timesheet data changed. This was a negative change for us. Previously I could see a list of timesheet entries and click on each entry to see the detail. We rarely have too many to be displayed on any given day. This allowed
Creator: How to add subform row to main form with deluge
We have a stateless form named "Bulk Schedule Jobs". When this form is submitted, it loops through existing account records that match the selection made in the stateless form, then it creates a new record in the system via the "Add_Job_Form". Essentially,
How to import survey from survey monkey?
We want to move from survey monkey, but we don't want to start from scratch since I don't think it would financially make sense to rebuild all our surveys in Z Survey. Is there a way to import survey from Survey monkey into Z Survey?
Update Date
I am trying to use a start date (manual entry) for a program "Start_Date" and add 6 weeks to the start date to come up with an end date "End_Date". I want this value to update all of my members in a report so I can see who's program is ending soon. I
Creating leads via JavaScript / Zoho Bookings work-around
We use Zoho Bookings extensively, but it turns out it doesn't integrate with Marketing Automation (!!!!) We need a way to get leads generated via bookings into MA, complete with tracking in place, client-side. We have a custom thank you page for bookings
Meting alerts with clients
as per my work, I have to do meetings after 20-25 days with every customer so how I can implement this in Zoho CRM.
Email blocking quota/limit
Dear zoho team, I have an issue with your system because it keeps blocking my team's emails because of the quota. We have over 800 customers that we need to communicate with weekly on product and prices updates and the limitation is causing us enormous
Pivot Tables problem
Hello, I pressed Regenertate on my pivot table report page and now it's stuck for over 2 hours. "Regeneration has been initiated for this report. You will be able to regenerate again when this process is complete" Can you help, please? Thanks,
Content Management
What suggestions does anyone have on how to manage, organize, sort, display, tag data across the Zoho One suite to include TrainerCentral?
5.7.1 : Client host rejected: The sender's mail server is blocked by this recipient
Please help me out with this issue
Mark subscription is `unpaid`
Currently, we need to mark a subscription as 'unpaid' in Zoho subscription, however I can't locate a place to do so. Can we create a new subscription with the status 'unpaid' or label an existing subscription as 'unpaid' in Zoho subscription?
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