Schedule function only takes into account invoice's from current month?
Hi, I'm working on a function that applies late fees to Invoices that are overdue in my system. I've set it up with a schedule in Zoho Books that filters for all invoices where the status is overdue and the field ''subject to late fees'' is set to Yes.
Adding deals to leads
Is there a way to add a deal to a lead that hasn't been converted to a customer? I track sales success by the value of potential deals associated to leads not customers! My workflow is as follows; Cold Lead >> Warm Lead (with quote attached) >> Hot Lead
Mobile field using Alias
Hello, In my form public link i am using alias with the "Mobile field". It works fine but the phone number appears with dashes (see screenshot) The mobile field in the Zoho campaign does not appear with dashes (see screenshot) The user cannot move on
Agent name in signature
Hi there, I have a several users in a department to answer support tickets. What I would like is to have the Agent's name added to the standard signature for the department, I have tried using template fields ${User.FirstName} however this is not parsed out. Is there any way to do this, similar to an email signature?
Bulk Write API Job - Mapping to Lookup Field
Hi, I'm new to Zoho and I am working on writing a process to automate data imports to a company's CRM. I'm using the Bulk Write API with the Python SDK. I've successfully written to one module, "Contacts", but I have not been able to write to the "Licenses"
Do we have API to find who last commented of the ticket?
I am searching for tickets via API. I want to pull who was the last commenter on the ticket. Do we have any API call or filter to find that information?
Workflow Rule is not called reliably
I have configured a very simple workflow rule: But sometimes it is simply not called, I have no idea what the reason could be. The rule has no criteria, so it should ALWAYS! run - but it does not. When I look in the ticket history, I can see that other
Mobile Task Manager
It would be interesting to have a simple task and personal task management application (Like Wunderlist), which can be installed as a separately app on the mobile. It would also be great if the app have integration with the mail and calendar. I know there are Projects, but in this case it is something simpler for people who only need to add tasks and subtasks with reminders and due dates. Would be a great alternative to Microsoft To-Do, Google Task, Todoist, Tick Tick and many others... Thank you
Accessibility improovements
I am a blind user and the site, nor any of the zoho apps are accessible to a screen reader such as NVDA, including the spreadsheets. I would like to suggest improoving access for your blind users
Using dropdown append and add functions on a dropdown field inside a dynamically generated subform row
Greetings i'm working on a subform where i will create rows dynamically and assign them values on form load. i also want to assign choices dynamically to the dropdown menus of each generated row. the issue is when i try to access the :ui of the dynamically
Export all entries of a form but export of PDF
Hi there, I would like to see if we can export all entries in a form. Every entry will be 1 line in the pdf export. I have uploaded 1 photo for every entry, The PDF export will display this photo also in the same line. Please see attached. Regards,
Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime. Learn more.
This is killing me! I'm trying to send out a press release to contacts!
How to do repeat item in pivot table
Hye, I want to do repeat item in pivot table instead of missing value. How i can do repeat item like google sheet and excel. (pivot table)
Zoho Sheet View - Deal Module
The Zoho Sheets View just got a big update. Link to update summary is here https://help.zoho.com/portal/en/kb/crm/customize-crm-account/managing-module-views/articles/using-zoho-sheet-view#How_does_Zoho_Sheet_View_help_a_sales_rep There are a few great
Zoho Sprints availability per user per sprint
I work as an Project Management Officer at a company that uses both Projects and Sprints. I've recently been focusing on my report utilization in Projects. With my Managing Partner i've been wondering if it is possible to assign users to a certain amount
API Call delay
I was creating leads or contacts via API insertRecords after creation I used searchRecords to search the recently added lead or contact and then after using searchRecords API, there is no result until 30 seconds to 1 minute passed the record now showed on the xml i also noticed that in creating lead or contact using ZohoCRM web app or using insertRecord API, the lead or contact shows immediately on the app but not when doing a searchRecords API module. now the question, is there a delay in the api
Preview of downloaded documents
Hi, I was wondering if it was possible to set up an overview of the uploaded documents for the user who fills out the form so that he can check what he put in and correct if necessary. I tried to activate the option "Review before submission" but it does
Add password to open the email's invoice PDF
Hi, is it possible to add a read (open) password to the attached pdf invoice that it is sent to the customer from Zoho Books? The idea would be to add some security to the pdf invoice file and only the person who has the password can open and read the
How do I rename "Pipelines"
Until the upgrade I had a category of "Engagements" which now seems to have been renamed "Pipelines" – which is meaningless for my business. How can I change the name of "Pipelines" please?
GA4 configuration in ZOHO Form to track form submissions
Hello there, I am incorporating GA4 on the form's thank you page to track the conversions on my Google Analytics. After following all the steps mentioned in the documentation, it is still unable to track conversions. I did incorporate tracking ID on the
re using the checkbox multiple choice question in form
Hi all, in the Zoho Forms, I am trying to let the person pick some menu options. So I have a list of 30 options, and they need to select 3-15 items on that. So checkbox style. This list should come back 4-5 times, because the form has option to select
Query That Is NOT A CASE SENSITIVE QUERY
Hi, How do you create a query that is not a case sensitive and will show all data that has the same value from the first word? For Example ================= | ID | Account Name | --------------------------- | 1 | Mike Studio | | 2
Limiting Access to Specific Tables in Analytics
I have multiple lead resources that need to create/maintain reports/dashboards for their areas. I want to limit the data tables they have access to, they should not see sensitive data, etc. from other areas. I don't want to manage multiple workspaces.
Why is notebook app so slow
I've migrated from Evernote Plus to the free version Notebook. I think there's a lot of potential to Notebook but it has to speed up when i open my personal notebooks. Maybe all the graphics and fancy cards are slowing down the loading process, i don't
Floating Cookie icon - blocking content
Not about CRM - but is about the documentation website(s) Floating Cookie is in the way - how to make it go away?! Happens on this page: (and others) https://www.zoho.com/crm/developer/docs/api/v4/modules-api.html In the Left Navigation area, scroll to
is it possible to remove the google maps integration from Zoho Backstage?
we are trying to make our event portal as compliant as possible with GDPR however it is linking with Google maps - how can we remove this?
is it possible for me to edit the text in the cookie banner and the "customize" pop up for cookie consent?
The cookie banner and customize cookie consent pop up is not comprehensive enough and I need to be clearer, how can i edit this text?
AdWords information not coming on Zoho CRM
Integrated Google Ads with Zoho CRM, sent GCLID through webform to CRM.
Zoho Creator Upcoming Updates — March 2023
Hello all! Zoho Creator continues to rapidly develop new features and functionalities to help you solve your business challenges. We'll never cease working to amaze you with incredible new updates. And today, we're announcing a neat range of features
How do I share a notebook with everyone in our company?
Posted the same question to the sharing thread but didn't receive a response. So, I'll start a new one. Looks like I can only add one person at a time. How do I share a notebook with everyone in our company? Or, at least a team/group?
Problem with workflows and Lead Conversion Automation
Hi, I tried everything I could think of on how to accomplish this with workflow automation: "When a lead is created or edited, apply some actions (such as field updates), wait and then convert". Basically, you cant delay a workflow if you plan to convert
【約4年ぶりの名古屋開催】6/9（金）Zoho ユーザー交流会（Meetup） | 中部地方のZoho ユーザー同士で情報交換して、サービスの理解と活用につなげる！
こんにちは、Zoho コミュニティチームです。 中部地方で活動されているZoho ユーザーの皆さん、お待たせしました。このたび、2019年の開催以来、約4年ぶりのユーザー交流会（Meetup）が名古屋にて開催される運びとなりました！ Zoho Japan Community の発足以来、名古屋では記念すべき第2回目の開催となる今回のユーザー交流会。テーマは「マーケティング / 営業部門におけるZoho 活用方法」です。 顧客対応やデータ分析を中心としたZoho CRM やZoho Desk 、Zoho
ZOHO Upgrade - What a mess
Since you Upgraded us automatically nothing has worked correctly. Our developer has contacted you several times but to no avail. Therefore, we have developed our own system and are cancelling our subscription. It was a great product but, as far as we are concerned, your auto upgrade is a real mess. Maybe you should, like all other software suppliers, offered the upgrade but not made it automatic. Anthony Gemmill - CEO Imagic (UK) Ltd.
Improvements to Bugs/Issues
Have a few points related to Bugs/Issues in Zoho Projects that would be of huge help if they're easy to address. The ability to tag a Bug as Billable/Non-Billable like with tasks Time/Costs spent on Bugs do not show in the Planned Cost, Actual Cost, Budget
smtp; 554 5.2.3 MailPolicy violation Error delivering to mailboxes
Getting this issue, I have read about the problem on threads in this forum already, unable to solve. Can i get help please. Action: failed Final-Recipient: rfc822;it@gardenedgingsolutions.com.au Status: 5.0.0 Remote-MTA: dns; mx.zoho.com Diagnostic-Code:
Please check for errors
We are receiving the error smtp; 554 5.2.3 MailPolicy violation Error delivering to mailboxes when sending email to our zoho hosted email from the website Contact Us form. Can someone help me understand the issue. out domain name is gardenedgingsolu
Customisation of journey based on Zoho survey response
Hi, We have a requirement to send targeted emails based on the response of the user to a particular question in a survey. Journey in marketing hub allows branching based on "Survey started" and "Survey Completed" events only. Is it possible to branch
Transfer data from one sandbox to another sandbox
We have a sandbox with test data. We have created a second Sandbox. Is there a way to transfer data from the existing sandbox to our newly created sandbox?
Contacts Who Are Buyers AND Sellers. How to track deals?
Hello, I have a list of contacts who are mostly buyers. On rare occasions, these buyers also act as sellers. I currently have all contacts saved in the Contacts module and I have a custom field named "Contact type", where the selections are either Buyer
Not getting refresh token.
Hi, I am implementing application in iOS and android, in that i am integrating ZOHO CRM. In developer console i am adding client id with "client type" mobile. I use https://accounts.zoho.com domain specific. I and redirects URIs to may iOS or android application. I use OAuth2.0 for authentication, after that i use REST API to get "refresh token" but i am only get "access token". There are in bellow code to get token self.getCodeFromCRM(client_id: Client_ID, clientSecret:
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