Correct way to add attachment to a ticket
I do not forward emails to Desk, but I have a middleware processing specific mailboxes and adding these tickets through the Create Ticket API. I am not sure what the correct way is to create the attachments. I see you have attachment linked to tickets,
Zoho Book Integration - Actions not usable in new UI
Hello, unfortunately the new Desk UI is not realy usable, because essential functionalities are missing in the official Zoho Book Integration! For example, for accepted estimates only the option to "clone" is offered, in the old user interface the actions
My email still can't send error message 554 5.8.1 and all messages go to spam. please double check my email: @greenfieldoil.com
My email still can't send error message 554 5.8.1 and all messages go to spam. please double check my email: @greenfieldoil.com
Zoho Forms Manage Attachments
Hi, I save zoho forms uploads to onedrive and rename using something like this ${zf:ADDED_TIME} ${zf:Name.Last}, ${zf:Name.First} - dob ${zf:Date1} - Attachment ${zf:UniqueId} and get something like this 01-Jun-2023 09_44_17 Lastname, Firstname - dob
Dashboard widget for same day last week
Hi, Just wondering if it was possible to have a dashboard widget that would get the data of a sales amount from yesterday, say Wednesday in this case, and compare it to the same day, Wednesday, from the previous week only? Thanks
Embeded sign Frame-Options issue.
Hi guys, we are testing the zohosign embedded signing feature, where we display a pdf in an iframe that a user can sign. This all works well and good, but we are running into a problem whenever the user clicks something like "download signed document",
Identifying IP address
Hi, We received an email today which might contain malicious scripts from one of the internal employee and it seems that email address of the employee is compromised. We need to trace the location of the sender by using IP address so that we can confirm
HTML links in column
I am importing this date from a Zoho Creator view via a CSV feed. The Link column is from a field in the Creator view that is of "URL" type. How do I get the column to display the link as a HTML clickable link? I do not see an option to set a column to 'Link' type.
Your Zoho CRM account has been disabled and you will not be able to access it. Please contact your Zoho CRM administrator for access.
Your Zoho CRM account has been disabled and you will not be able to access it. Please contact your Zoho CRM administrator for access.
Zoho Sheet View 'Account Name' column locked
This has changed recently... We used to be able to update a list of 12 records' Account Name in sheet view. We have been doing this for 2 or 3 years. Suddenly that field is locked and I have no way of unlocking it. Can anybody help this has slowed down
Date change issue with function. HELP!
Hi all, I am having an issues that I want a date field to automatically update to be 5 days before another date field that I have created but although in the deluge console it is coming out as the correct date when I run the function all it does is copy
Fetch function not working for Zoho CRM
I have a simple flow setup from Zoho forms to Zoho CRM. Upon submission, the form creates a record and the flow creates another record. I implemented a delay, and then created a Flow to fetch the record created on form submission. However, Flow cannot
Input fields in HTML or ZML snippets
I'm trying to design a html search-result list report page. I used the search option to add one field on the page but i need to add more fields. Is there an option to add input fields on the pages?
Is it possible set up multiple organisations in Zoho Contracts?
Hi all! I am currently trialing and assessing Zoho Contracts for our organisation. However, I am hoping to find a way to add multiple organisations within the one Zoho Contract account. Our business has two different divisions and we have just recently
[HELP] How to create an invoice using a sales order / Detail of books.zoho.com/api/v3/invoices/fromsalesorder API
Hi, I found the books.zoho.com/api/v3/invoices/fromsalesorder API to create an invoice using a sales order. I tried it but the result is not my expectation. The statuses of the sales order used by the API are CLOSED, Invoiced, Paid, and Fulfilled. My
I want to support multi-DC with PHP SDK
I'm sorry that my English is not very good. I would like to use the PHP SDK to support multi-DC, but I get the following error and cannot do it. invalid_code I understand that the cause is location differences. For example, an EU account is authenticating
Edit or Delete "Groups" in Sprints
I cannot locate how to edit or delete "Groups" in Sprints Project section Default Section. Where is this list stored? New user and I created a duplicate Group with an identical name, and want to revise the name of another Group. It is not under Custom
Changing API Name secretly appends __C
When I edit the API Name for a custom field, it displays correctly, but when I refresh the page I see that the system actually appended __C to the name. For Example: In API names I edit the name of a field to be Plantango_Id When I click on Save the screen
What's New—April 2023
Hello everyone, We spent April working on a couple of under-the-hood improvements and squashing quite a few bugs. The result? Backstage runs a lot more smoothly now. And in the midst of all this, we also rolled out a new feature that we're sure you'll
OAUTH_SCOPE_MISMATCH in Postman
Hello everyone, I ran into a problem when making an api request in postman. The API I'm calling will be "https://www.zohoapis.com/crm/v3/settings/modules" The error itself is the "OAUTH_SCOPE_MISMATCH: invalid oauth scope to access this URL" error. The
What's New in Zoho Books - May 2023
Hello users, We are back with a couple of enhancements and updates to help you ease your accounting needs. Let's take a quick look at what's new in Zoho Books: Customize Payment Number Zoho Books now allows you to customize payment numbers manually in
How to Create Recurring Tasks/Calls using deluge Script
Hello Everyone, Zoho CRM has an option to create an recurring tasks manually, Is there a way to do the same using deluge? I have a blueprint in place , so when the leads reached a stage - I want my sales to follow up with them every week. So I want system
Function-9: Concatenate two fields into a single one.
Welcome back everyone! Last week, we learnt how to assign leads based on your sales reps' shift timings. This week, let's look at a custom function that allows you to combine the information in two fields and present them in a single field. Business scenario: Leads are acquired from a variety of sources. Trade fairs, web-forms, referrals, etc are some of the sources. However, you don't get the complete information about a lead at the start. That aside, how will you fill up fields when you don't have
KEYWORD HIT COUNT (advanced search)
hello I was wondering if ZH recruit has a hit count feature on the advance search so for example: lets just say I want to find a experienced business consultant, I will search the keyword "business consultant" The more it appears in the CV the likelyhood
【Zoho CRM】ユーザー項目に関するアップデート：ユーザーのアクセス権の変更
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ 今回は、ユーザー項目に関するアップデート情報を紹介します。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●【Zoho CRM】ユーザー項目に関するアップデートのお知らせ ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈
How to get a Daily Average for the Total Sum of Each Group in my data table
I am working with a rather large data set (aprox 50k data points per day), where each row is a record that has a VOLUME and a GROUP identified within each record. Approximately 10 groups in total, and the dataset is 90 days of info. I am needing to display
Aggregate Formula for rolling 12 months
Hi I'm trying to change this YTD formula to be for the last rolling 12 months. I though that I could use a calculation on the Fiscal Month Number parameter but I can't find the right formula: YTD(count_if("Tasks (Zoho Projects)"."Status" = 'Closed' AND
How to filter Related lists
Hello I would like to get filters on related list e.g. if you see accounts, the related list are sales orders or opportunities. I would like to place filters here like (sales orders last month, all opportunities without status lost). The lists can get
Faced Two type Issue!
Hey team, I have faced 2 types of issues with my account. 1) Unusual activity detected from this IP. Please try again after some time 2) Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Please help me understand why I encountered that problem
Basic Set-up guidance please!
Hi, I was wondering if maybe I could get a little push to get me going in the right direction as far as my workflow, as my business process is unique. I broker (buy/sell) used construction equipment. I would mostly like my CRM to track the activity flow
CRM | Create a connection to service: Zoho CRM -- scopes -- duplicate?
Also - is the the proper forum to submit potential issues/defects? In Zoho CRM Settings / Developer Space / Connections Create a new connection to Service: Zoho CRM Choose Scopes: filter .ALL Notice these two redundant scopes which I assume are a minor
I can´t activate my Journey - I keep getting this message - Create content for the "message"
I´m trying to activate one of my Journeys and I can´t seem to get though. I get this message : Create content for the "message" I've tried everything I could think off, but I can´t get pass this point. Any suggestions?
CRM | Create a connection to service: Zoho CRM -- missing scope? -- ZohoCRM.crmapi.ALL
From within Zoho CRM Settings / Developer Space / Connections / System Connections Open the Zoho OAuth predefined connection: Note that the scope is: ZohoCRM.crmapi.ALL Next - Use My Connections to create a new connection: Choose Service: Zoho OAuth Choose
Show each sales order's total when multiple are invoiced at once?
I want to invoice several sales orders at one time, but be able to show totals under each sales order's items. I am able to add multiple sales orders to the single invoice and create a header above each grouping of items, but want each grouping's (sales
Exported Knowledge Base Article - Change Font
Hello, it is possible to change the font which is used to generate the PDF files?
How to edit active workflow
Let's say, for example, that I have a workflow of 12 emails going out 1 a week and it's now week 4. I just realized I spelled something wrong in the email for week 8. How do I edit that email? If I edit the active workflow and a new draft workflow is
What do you think is the best way to connect with your customers?
Hi Zoho SalesIQ user, Connecting with your customers via Calls is one of the more effective ways of engaging with your prospects and customers. Most businesses use PBX systems and VoIP to connect with customers who are online on your website, even without
Enhancement Suggestion: Tabular View Report Adj Header Row Height, Text Wrapping
The Tabular View Report is incredibly useful. However, even if you adjust a query to display a shorter version of the field name at the top of the column using the "As" statement, often the width of the field name is much wider than the data in the column. So it would be really helpful if you could have either adjustable row height for the top row or text wrapping with an automatic top row height adjustment that would allow for the field name to be displayed at any column width. This way you
iDeal integration
As has been brought up repeatedly over the last couple of years by many users, iDeal integration is essential for European users! All financial modules (and the ones that integrate with them), like Invoice, Subscriptions, Checkout, etc. are practically rendered useless without iDeal integration. Some years ago it was announced that iDeal integration was in the pipeline, but no news has been released regarding this highly needed, eagerly awaited integration - that is why I am bringing it up again.
Emailed links vanishing
Does anyone else get complaints from some of their portal users that emails are losing links? This is happening on really core emails like password resets. Most users will receive a perfectly good link, but some just see plain text instead. And when
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