Instagram not linking
Okay, so I am doing social media managing for someone. They have made me a full admin on their FB page which is a business page, I have logged into my FB page (which is a personal page) and have connected their business page to their Insta. I have also
Books custom HTML template variable issue.
Ok I have a little issue and I think I need the help of an expert. I have also opened a support ticket but while I wait to see if they can find the issue maybe a Books expert has an idea for me. So we are based in Quebec and here we have customers who
How To Display Zoho Forms in CRM Leads
Hi, Is it possible to see forms under the related lead. For instance, while my lead fills a form, I would like to trace all forms as a list under the related lead? Thanks in advance.
Scheduled Report - Pivot Table as XLS Attachment
Hi Guys, I was wondering if anyone had a workaround to this problem I am having. Currently, pivot table reports are only allowed as PDF attachments when added as an attachment in the SendMail function (https://www.zoho.com/deluge/help/misc-statements/send-mail.html).
Email remittance notification
Hello, How can I easily email remittance notifications to suppliers? Surely I don't have to create a pdf, download it, create an email, attach the pdf, and send it to the supplier? Sometimes we pay multiple invoices at the same time, so would like to send a bulk remittance notification, too. Here's how Xero handle this : https://help.xero.com/uk/Remittance$BK_rightaway All help and suggestions welcome - how do other users do this?
18-26 seconds to Open a a Deal or Lead in ZohoCRM. Is this Normal?
I'm curious how long it takes others in the community to open a "Deal" or a "Lead" and have the page load fully? When opening the details of a Deal or a Lead, it takes anywhere between 18-26 seconds to open, and about the same after pressing "Edit". My
How can I set/insert text to the Reply Editor.
I am building an extension that can generate the response for the ticket and I want to insert the response into the ReplyEditor of user. However, check on this document I can only set the response to the ticket.comment. Is there any API that can help
iPad Widget only Displaying Favorite Notes?
Can this be done? Now all recent notes are displayed.
isuues
When i tap to open a note that was created with scan engine the app crashes
Sum of various formula-fields
Hello there, Im currently creating a new page layout for a CRM-module which has been set up. In my layout I used several formula-fields, which I would like to sum up at the end of the page-layout to receive a final score. Each formula-field refers to
Pushing leads from CRM to Campaigns when certain criteria are met
I want to be able to enter a lead into the CRM, and - if the lead source is something specific - to push it into a list in Campaigns so that it runs the workflow associated with that list. Can't quite figure out how to do this.
Lost documents
I just logged into my writer app and for some reason, some of the documents I have arent loading.
URGENT - Images not showing/broken in inline emails
ZOHO email inline images are broken! Not showing inline! I encounter this problem since August 2018 and made contact with support{at}zohomail{dot}com and its not resolved since. I'm forced to download the images 1-by-1 to be able to view it, and its really
Carousal Colum Display in Mobile
I have created a Carousel with 4 different pictures (in a row). Though it displays well in desktop, but in mobile, it shows vertically, Can you please help us in making the rows in Carousal in horizontally in mobile view
JIRA status in Zoho Desk workflow
Are there any simple ways to update Zoho Desk Ticket status when JIRA task status was changed? I can't find it in "Workflow" menu in Zoho Desk Thanks!
Can Google Analytics GA4 be connected to Zoho Analytics?
Hi Team, I am trying to connect to GA4 (Google Analytics) but I am not able to find it in the list. Can you please advise me where I can connect? Many thanks in advance for your support. Best Regards!
Offline Payment Collection - Display Store QR
Team: If we opt to not use the payment gateway and choose offline payment process, on the order confirmation screen can the store QR code be displayed? This will make it easier for the customer to complete the ordering process.
【Zoho CRM】ブループリント機能に関するアップデート：ポータルユーザーに対応
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、ブループリント機能のポータルユーザー対応に関するアップデート情報を紹介します。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●【Zoho CRM】ブループリント機能に関するアップデートのお知らせ：ポータルユーザーに対応しました。
SLA Config - Priority not available
Hello, I am setting up an SLA in one of our departments but when I go to set the Priority in the Escalation portion of the SLA, the dropdown list is missing the priority I am wanting to use. Please see the screenshots below. As you can see, the priority
Failed to create unattended service
I have a client that when I try to install the unattended access software I am getting the error "Failed to create unattended service." Any ideas how to fix this? Thanks!
Automatic reminder for contacting lead
I want to add a company/contact, hit them up with a cold email and then have an automatic '2 week followup reminder' generated. Is this possible? If so, I'd also like to do a '1 month followup' and then a '1 year followup.' Can I do something like this
Update Field in Contact Details
Is adding / setting a job in contact details obtainable? I have been running around loop's around setting a custom field created in Zoho CRM Contact Details. The field is called "Field Jobs" field jobs is assigning the "Job" in the Jobs area to the contact
Can we add HTML tags in Zoho CRM using API
I have a query that I need to store user formatted profile at Zoho CRM, can I store html tags like <p> <strong> and I am pushing the data on Zoho using Zoho CRM API
Simple Function Help Needed for vCRM
I have a vCRM with a module called Time_Entries I have a field (called Actual_Time) that uses a formula to capture the date/time the record was created. I want to use workflows based on this information but, zoho does not allow this functionality for
Map within a map - backslash (\) issue
I have a map and as one of the key values, it holds another map. When I pass this via an invokeUrl, it passes: {"normalField1":3,"normalField2":"Blah Blah Blah","normalField3":69,"subMap":"{\"subMapField1\":\"value\",\"subMapField2\":null}","normalField3":"More
Unlock Application - As Hired
Hello, I have a candiate that initially accepted the offer, I then marked as Hired (in Zoho Recruit Applications Module) and has since changed their mind. However they are still marked as hired in recruit as it is locked. How do I fix this?
Text field length validation rules can't be defined
The "Basics of Validation Rules" section in the "Creating Validation Rules" help page reads as : Basics of Validation Rules A validation rule for a field can consist of conditions like whether a value needs to be filled in, a specific expression it shouldn't
535 Authentication Failed code when using SMTP
Hi there I have an email account called support@duogeek.com. The user wants to set SMTP in his gmail account, but always he is getting 535 Authentication Failed code error. This is the full error: Authentication failed. Please check your username/password. [Server response: 535 Authentication Failed code(535) ] I can confirm the username and password is correct.
Annual Price Lists
Hi, I am trying to determine the best way to manage annual price increases. We have a standard list of products (items), am I best to set up a new item for each year i.e License A for 2022 License A for 2023 License A for 2024 and so on or am I best to
Creator: How to fetch images attached to a record
Our technicians submit a Form before and after each job they work (see attached Form). Once the form is submitted, I want to do other things with the attached items. How can I make workflows with the attached items upon submit of the form? Can someone
Google url Shortning API call with Deluge
I am attempting to shorten an url using the Google url Shortning API. However the scripting is returning an error Below is how I have scripted the API call in deluge: headerMap = {"Content-type" : "application/json"}; requestBody = {"longUrl":"http://www.google.com"}; response11 = postUrl("https://www.googleapis.com/urlshortener/v1/url?key=AIzaSyCXSvaYtT2Yr3TxKcesN9OU2FXNVvzM3tQ",requestBody , headerMap,false); Here is the error return in the response: {"responseCode":"400","responseText":"The request
Opening Balance
Help, please! I'm reviewing my P&L and my expenses are not accurately shown so I clicked into each line item and I see an opening balance that's being credited toward my expenses. How can I correct this so I can have accurate expense totals?
Rounding problems on Zoho Books
Hello, I am currently working with ZohoBooks API, and I have some problems, when I try to add a bill. The total including tax is not equal to what I would like to have. I have an amount at 577.09 excluding tax and tax at 20%. I should get 692.50 in total
Email segmentation
hi, how does one segment their existing mailing list (using IP address) into geographical segments?
Adding a Comment in the Cases module using deluge
Hello, I have created a workflow and associated a function that adds a comment to the identified cases module entry. However the comment appears to be entered by the system admin user and not myself. I was told that there is an update coming on this.
How to add more than 5 tasks to a workflow?
I am new to workflow and have a process that requires more than 5 tasks. Can I do that or do I have to break it down into smaller workflows? I see all of the tasks listed in the tasks tab of workflow. However, when I click on the work flow rule and try to add another task I get a pop-up that says I can only have 5. I'm confused. Thanks Susan Landreth
Image attachment
How to send image from in php form using curl php $newaccess_token = generate_access_token(); $post = [ 'data' => [ [ "Account_Name" => "$fname", "Date_Of_Birth" => "$dob", "Gender" => "$gender", "Email" => "$email", "Mobile_No" => "$phone", "Alternate_number"
Zoho Books Projects Report
Good morning. My boss wants me to create a report on Zoho Books regarding the projects; he wants to be able to filter the projects by unbilled amount, then see all of the projects and their unbilled amount. Exp. Project 1 Unbilled Amount Billed Amount
Image upload
how upload image with some data in zoho crm api using php curl
Filters Not Working Correctly With Branches
Hello, since I have different branches each with their own expenses, when reconciling transactions in the bank feeds I made sure to select the correct branch and create a filter to automatically recognize future transactions automatic allocation. The
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