Cannot copy from one spreadsheet file to another with formula
Hi, I am trying to copy a cell range (which has formula) from one spreadsheet file to a another, but only the values get pasted not the formula. How can I copy paste such that the formula gets copied instead of the values? Kalpa Pathum Welivitigoda http://about.me/callkalpa
Zoho writer connection to zoho people
I want to connect writer to zoho people enterprise. when writer mail merged template will be signed in zoho people I need these signed docs to be uploaded in zoho people personal records. what is the error in this function code? Error Notification: Your
Users Last Login Report
I'm a ex-salesforce user and we used to have the ability to quickly export a list of active users including the last time the logged in. If a user was not taking advantage of the system we could easily see from the report. I've been hunting around, but
Track tickets moved across departments
Hi there, I'm just wondering if there is any way to track tickets being moved to a different department through reports? We have the professional edition so we don't have access to custom functions. Thanks
Problem with CV import
Importing candidate CV's has frozen while importing and I can't undo it or start it again and I can't import anything else either.
Track Zoho CRM User Activity
Is it possible to get a report to show the user activity (logins) within Zoho CRM?
How to use Products in Accounts to map Interest / Ownership
Hello Zoho community! I would love your ideas and feedback on something that I cannot seem to understand. Deals, Accounts and Contacts have the Product related list by default. We are Zoho One user and we use the Zoho Finance integration in the CRM. I
how to switch between email accounts
I have several email accounts with zoho (the main one being admin@my_domain_here), and every time when I would access zoho mail at mail.zoho.com, it is the admin account by default. How can I switch between email accounts and access other non-primary accounts with zoho's interface ? this should be a trivial question, but I am having no luck in figuring out a way. Many thanks in advance.
Combine searchRecord and distanceBetween
Hello! I need your help. Is there a way to combine searchRecord with distanceBetween? I want to have all records that have a certain distance between an address from the record to another address. How can I manage that task?
Reorder a waiting list
Hi guys, I'm new to zoho creator and I'm struggling to find why to reorder a waiting list I have. For example I have these records: Positon, name 1, dave 2, steve 3, bob 4, clive 5, phil What I'd like to be able to do is to move Steve from position 2
Problem with SSL
Hi, Everything sems ok, but i keep an error I keep this error
Blueprint now supports Portal users
Dear All, We have an exciting announcement for blueprints; you can now add portal users as owners of blueprint transitions. Portals in CRM allow you to expand your CRM reach to external parties to access modules, web tabs, and perform permitted actions
Cannot see multiple forms when creating new report
Curious if someone can help explain. I have 3 forms in one of my databases. However, when I try to create a new report, it only lets me pull from one option. Am I missing something?
In Contacts Field Format
Hi, I added the pan card number filed in contacts but I want to give a format that by mistake I never enter the wrong data. the example format is AAAAA1111N
Query Table - trying to figure out how to pull in data from another table?
I'm trying to write a query that will pull a column from "Purchase Order Items" into my query, but I'm not sure how to link it. It has a column called "Product ID" that is the same value as the existing "Product ID" already in the query - so I'm trying
Incoming mail is not working, but no issues with outgoing mail
I can send mail from my mail box , but do not receive any email sent to my id. Updated the MX record as per suggestion already. But still now working. Please advise
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お世話になっております。Zoho コミュニティチームです。 7月開催のZoho ワークアウトについてお知らせします。今回もZoom配信 / 弊社みなとみらいオフィス会場でのハイブリッド開催です！ ▼ 6月開催の様子 6月のワークアウトは多くのユーザーの皆さんにお申し込みいただき、満員御礼で開催することができました。また、ワークアウト中に挙がった質問をその場で本社のオンラインフォーラムへ投稿いただくなど、コミュニティならではの活動が活発に行われた回となりました。 - - - - - - - - -
Task manager
When I create a task its shows on the next action window but when I completed it the task will be hidden how to hide the next action with other status also?
Trouble Searching for Hyphenated Phone Numbers in ZOHO CRM Using COQL Query and Curl Command
Hi. I’m using the ZOHO CRM API and the curl command and trying to search for contacts using the COQL Query but it is not working. Get Records through a COQL Query Below are the problems that are happening now. I created a curl command to search for hyphenated
Sending Notifications to Multiple Emails from a Multiple Choice Selection
/ Hello everyone, I am working on creating a form that requires sending email notifications to a list of recipients. What I would like to do is set up a multiple choice field in the form that contains email addresses. When the form is submitted, I need
Zoho CRM's V5 APIs
Hello everyone! We hope you all are doing great! We are thrilled to announce the release of Zoho CRM's V5 APIs! While V4 offered some exciting APIs and enhancements, V5 is also packed with some great features and enhancements. Read on for a brief of the
Error code 7049 - No record available with the specified record ID
Hi, I am working on a data migration, reading the data from the Certifications tabular section from the employee form to insert them in a new form (Certifications2). I created a record in my new form for each employee using the import. My script: ---------------------------------------------------------------------------------------------------------------------------
Just started getting an "UID COPY failed" message when I try to move to trash.
Hi! I just started seeing this error: "UID COPY failed" Whenever I try to move a message to the trash on Mac mail. Any suggestions? Thanks
Sync Notebook with CRM
Is there a plan to enable sync notebook with Zoho CRM, or at least export? Thanks
SMTP not working
Hi, I'm trying to send a mail from Zoho through Django - I keep getting 'Authentication Failed'. I've got the same settings as this post recommended: https://help.zoho.com/portal/en/community/topic/how-to-configure-django-settings Except I'm using smtppro.zoho.com
When a ticket is marked as spam, is it included in dashboard & reports, or is it filtered out automatically?
I don't see a way to filter our reports to remove tickets marked as SPAM. Since the tickets are SPAM, I'd like them removed from my core customer service reporting.
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User view or access
Is there a feature or setting to allow staff of a certain departments to only view and edit the invoices, estimates and payments that they created?
Creator form display error in Chrome
I'm having a problem with a single specific form in my app. There have been no changes to the form and I have tested by turning off any associated scripts, but nothing has changed. Through some different device I have found the issue to be that this page
Zoho mail on Outlook android app
I couldn't setup Zoho mail on the Outlook app for Android. I contacted Microsoft and after performing some test they asked that I contact Zoho to confirm that: Auto Discovery is enabled Outlook is not blocked Valid SSL certificate on server Any ideas how to verify that? Thanks
Bigin Android app can now capture the call duration of the calls made from the app
Hello All, In the latest update (v1.2.8) of the Bigin Android app, we've now provided the option to capture the call duration automatically when registering a call in the app. I have attached a GIF of Bigin app capturing the call duration for your
Remove white space
I cannot remove an unwanted gap between the header and navigation. Can someone help pls ?
HTML Snippet - Section that occupies same space but appears based on what is pressed.
Hi, I am fairly new when it comes to working with HTML script. And I know javascript isn't something that works within a HTML Snippet (at least as far as my own experiences go anyway). Something that I need to script in, is a section that appears and
API Access to Timeline
It would be great to have a GET api endpoint for the CRM timeline. My company uses a data warehouse to store and transform data for reporting. We need to be able to report our data for a filtered snapshots of time, but with the current API endpoints,
"Next action" section in Lead page
Hello, In Lead page under details sections there is automatic section named Next action. There are shown only planned tasks with the Lead, May I show there also scheduled calls, instead checking Open activities or checking in Calls tab? The same question
Writer attaching file to record
Hi, I have setup a document for the mege in writer. But I simply want it to attach to the deal record once merged and not for it to do anything else. Is there a piece of code for this? Thanks Jon
Evaluations feedback
Hi guys! Following our laws in Canada, we have to keep every interviews in our database for years. The way the system works, whenever we want to make a change in our questions, it changes every interviews in the past. My suggestion is this: when we save
answer assigned emails without access to inbox
answer assigned emails without access to inbox We want to assign emails to our employees and our employees should now be able to reply to these emails that have been assigned to them. HOWEVER, the employees should not have access to the inbox. They should
Can we have a PO number on shipment??
I am using zoho inventory to make shipments to our customers, please suggest a method to add purchase order number issued by customer to our shipments, so that customer could tally his purchases on shipment arrival. Also is there a specific reason to
Team inbox error
We are getting an error on one of our team inboxes (FP Sales Inbox) We need technical support.
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