Attendance API Token
Hi, we are currently trying to automate the Attendance Start and Stop. To do this, we need to send a request to the api with an token. The Documentation states that a User can create a token in the settings. (https://www.zoho.com/people/api/auth-token.html)
How to store my website articles on zoho docs?
Hi Zoho Community Team, I am new here, I want to store my website all articles in Zoho Docs in form of folders. Is this possible. Kindly guide me. Thanks!
[Webinar] Win with Analytics: Overcoming 5 critical sales challenges
According to a Harvard Business Review study, companies that excel in sales pipeline management witness a remarkable 28% increase in revenue growth. To clock such accelerated growth rates, sales teams must adopt a comprehensive approach that enables them
Can i use Marketing Automation to send an e-mail template?
Ive setup a Zoho CRM Campaign, but you have to send it manually. (Select all contact to be able to send an email) Also new members of a campaign dont receive the same email automaticly. It looks like it does not work as al list and automaticly send the
Calculating the average time between deals
Hey all, I am looking for some help with a deluge script that will calculate the average time between deals for an account. We create a new deal for most of our accounts (when they re-order) anywhere between 20 - 90 days. What I want to know is: Average
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
Footer and Page No not taken in Record Templates while send as PDF attachment
Hi team, We have Added Footer and Page no in HTML Page. When we access it on page and make print then it will display. but same code added for Records Template that to send as PDF through email in attachment, but the footer/page no will Not added. How we can do ? because no of pages will be there.
Item line sorting - Sales Order
Hi, I see it is possible to change the display of your items when editing an order, Example, drag an item from line 1 to line 4. Other than the way each item has been entered one after the other in an order, is their a function where you can filter the
Item and Item Group System IDs
Hello, Upon trying to perform updates in the system using the import feature, it seems that there's a definite need for the system to have a unique "system ID" for every item and item group that the system can key off of. (It seems like Item IDs are not used for this purpose, but perhaps might be something more like an internal date code?) Currently, since the system keys off of the SKU and/or item name (the rules for which are still a little murky for me) there's no way, insofar as I can tell,
Copying Calendar Entries to Bigin Calendar in Outlook
When using CTRL+C / CTRL+V to paste calendar entries from Outlook desktop app into a Bigin calendar, every event entry into Bigin starts with the word "COPY:" Is there a way to do this differently so that doesn't happen?
I cannot sort in sheets because of a 'merge' in the column
When I select the entire column and select UNMERGE, it still gives the error when I go to sort that column!
Organizing Zoho Sign documents created by Deluge based on a template
Our Deluge code in CRM uses the zoho.sign.createUsingTemplate function to send out documents to be signed. Looking in Zoho Sign All Documents, they all show up with the same document name, which is the name of the template. Question: is it possible to
Segment Not Applying Criteria Correctly
When trying to view my contact segments, the system appears to completely ignore the criteria I've set. The list of contacts shows all contacts, not just the ones that are supposed to be in the segment I'm viewing. But when I click the "Total Count" link,
Extract ticket reports with their associated attachments
Hello, is there a way to extract ticket reports including the attachment associated with the tickets?
Can't connect Messenger with SalesIQ
When I try to do an integration between SalesIQ and FB Messenger I have got a problem. I am loged-in in FB, Then on Second step, when I have to choose Company's FB Page there is the page name but with red Attention sign - see attached picture. I can't
Embedding Storylane in KB articles
We are trying to enhance our KB with demos created via Storylane. Embedding the code does look alright in the editor itself, but does not show up in either the preview nor the published version.
Preset survey close date
Is there a way we can pre-set the closing date for a survey? For example, I launch a survey on June 1st and I want it to automatically close on June 30th, so that I don't have to do it manually.
Remove ISBN field
Hello, on all the articles it appears ISBN field. No one of our articles are books or use that field. How could I remove it? I can not find the option in the configuration anywhere. Sincerely, Angel
ZOHO CRM Dashboard (Home page) Versus CRM Motivator Dashboard
Hi, understand under the Zoho CRM, there is this additional module called the "Motivator" whereby the user can add targets to their KPIs etc and build a dashboard here under the "Motivator", my question what is the difference between this dashboard versus
View another user events on calendar
I'm CEO of my CRM organization and cannot see my admistrator calendar. How can I define CRM correctly so I can see his events calendar? Thank you
HTML for email templates - where's the reference documentation????
I put HTML into a crm email template and it makes it through to gmail perfectly. Put that same HTML into Zoho Subscriptions and it severly pukes. Why the h#77! can't this "common" capability be shared between the solutions???? Why is there no HTML reference for zoho email templates. Can anyone point me to a credible reference document/guide?
Marketing Automation Lead Gen form
Hi, where I can get help with the forms? I tried to do a lead gen form from Elementor form from our Webpage. And add after submission the leads to the mailing list. But it doesn't work.
I want to use zohocliq's bot to send cliq to individuals.
I would like to use zohocliq's bot to send a cliq message to an individual. The deluge script I want to use is `zoho.cliq.postToUser`. I tried to write the code, but it does not work. Is it possible to send cliq from a bot to an individual?
Update related record in Zoho Creator
Sorry if this is an obvious question, I'm starting to work with Creator and there are things I don't understand in the docs. I have two related forms. Each record in form B has a field to connect it to a record in form A. The relationship is one-to-many:
Information Sharing in All Roles
I set our employees into roles by their position. They have different titles but all report to the CEO. Now I realize that only people in the same role can see each others data. How do I set the roles so that all users can see all data, including all
Functions does not show in Add Related List
It seems that I cannot see the functions in the "Add Related List" module in the production environment though I can see it in my Sandbox environment and I am not sure why is that. Can you help me display the Add Related List functions option in the production
Bigin Real Estate Website via Zoho Sites
Hi, I signed of for Bigin with the Real Estate configuration. This has the Property module which details info about properties that are for rent or sale. I would like to to have this property listed in a website, particularly via Zoho Sites, which will
Mass deletion of all data in Zoho CRM
I need to delete all of the data in my leads, potentials, accounts and contacts but I can only find a way to delete them 100 at a time. Is there something you can do at your end to mass delete all of the data so I can re-upload the data I need? In the
Data sources are not showing for connectors
I have created connector but I could not see any connector information while trying to connect with data source. Please refer screenshot for more details. Kindly help me.
How do you fetch a file's ID from WorkDrive in Deluge?
I need to construct a Deluge script in which I dynamically fetch a folder and then upload a set of attachments to it. Getting and uploading attachments seems to be easy, but I'm struggling to get hold of the folder ID that I need in order to upload to
is there a way to restrict user from changing deal stage until he enters a specific data ?
I changed the default deal stages, and I need the user to enter data when switching to specific stages for example, if the user changes the stage from "Negotiation" to "First Payment" he must enter the amount of the first payment received I made a workflow
Prevent record creation if Webhook return an error
Hi, I want to call a third party API from my project whenever any record is created/update in a ZohoCRM module. So I've setup a Webhook for it. I want to prevent the record creation or update in case Webhook return an error. Is it possible to trigger the Webhook at pre-create/edit the record and if webhook response returns some error than it should not allow the user to create/edit the record? Is there any other way in CRM to achieve this? Thanks Ranu
Zoho Cliq 4.0: Developer Platform
Greetings, Cliq community! We are excited to announce the latest updates in the Zoho Cliq Developer Platform as part of our Cliq 4.0 release. This release brings a host of new features and enhancements that are aimed at making the development experience
Field Formats magically displaying different formats than preset (date, time)
This is a curious but - for us - crippling issue, and it has surfaced completely out of the blue. Throughout various Modules we use date and / or time fields for related data. For example, date of birth, date of appointment and so forth. This morning,
Restore Deleted Workflow
Hi, is there a way to restore deleted workflows? One of our staff was being helpful and clearing some old templates and things but has accidentally deleted some needed workflows. Thank you
I cant add more then ten contact for my free user
I can't add more than ten contacts for my free user
Trying to create a "live" link to keep data synchronized in real time
Our company has a proprietary database that we want to integrate with Zoho CRM. Currently we are manually updating the data via the API. Is there any way to make this synchronization "Dynamic"? In other words, is there a way to automatically update both the data in Zoho CRM and in our Proprietary App whenever data in either application is updated?
How to get tickets violated and non-violated stats?
I'm trying to build my own SLA Dashboard in Zoho Analytics, as per the SLA Dashboard in Zoho Desk. However, I'm not getting the same stats as the SLA Dashboard in Zoho Desk. I would like to know how the SLA Dashboard in Zoho Desk is calculated and how
Expense Credit from Vendor
Hello! I have a transaction in Zoho Books I categorised as an Expense, as it was a one off purchase from a store. The item was not required, the store issued me with a store credit. I feel like I see a way to issue a vendor credit against a Bill, but
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