Webhooks - capture "Response" in a Custom Field
It would be very useful to be able to get the return response from a Webhook and capture/record the response within a Custom Field. The main reason I would welcome this, is that most of the time I wish to use a Webhook, I end up writing a Custom Function
How to edit the mobile view of my templates?
Hello, I have created various templates to use from Zoho, but the mobile view is completely distorting and I am not sure how to edit it, or if it is even possible. I would appreciate any help. Thank you.
Email in folders can’t get notifications in IMAP
Hi, there I’m using iOS default email app as IMAP client. I found that email which filtered to some specific folder can’t get notification. which means, if a email will going to Inbox folder, the notification can be pushed normally. But if a email will
Closing out a lead
How do you close a lead so it does not show up in sales reps lead list?
Currency Exchange rates for Items
We have a very specific need with respect to currencies. I'll try to explain it as below 1. We are selling imported software Products in India. 2. We import from Europe and US. 3. The suggested price is in USD/Euro 4. We want to give Quote/Invoice in
Matching dates of 2 columns (fields)
Hello, I want to make a table with the number of visit reports created per person (counted number of visit reports created in a custom module in CRM) and a second column with the target visits (this is filled in a field on a report on each month created
Working with functional currency different than local currency (fiscal books)
Hi, what is the best solution if you have a functional currency different than local currency. We have USD as functional, so we need it as base currency for all the reports in Zoho. But we also need a local set of books in Pesos for fiscal purposes. How
Zoho Commerce Mobile Version not working
today Many option in Zoho Commerce Mobile not working like Sign-in, Signup, Menu etc. Please look into the matter urgently.
List US state tax rates via Books API
Hi there, Our Zoho account is hooked up to Avalara. I was wondering if it is possible to pull current US state tax rates via the Books API? I'm using API (GET) endpoint: https://www.zohoapis.com/books/v3/settings/taxes?organization_id=xxx But am returning
Zoho Books Update Estimate API Error 400
Im trying to update an estimate using python and the request library. I made a PUT request to: PUT https://www.zohoapis.com/books/v3/estimates/{estimate_id}?organization_id={id} with the following payload: { "customer_id": "3408460000000075126", "date":
Bloqueo de Correo Saliente
Buenas Tardes el correo notificaciones@servicioportal.com, tiene bloqueo de correo saliente Agradeceria su ayuda para desbloquear Muchas Gracias
Zoho CRM User Experience is so bad
I feel that strongly about how badly designed Zoho CRM is, the user experience is just shocking. Compared to the other CRM systems out there Zoho was last on my list. If they give a crap about their software they need to chat to whoever designed Zoho Invoice and apply those principles.
Using dynamic parameters at a request body of connector API
I am trying to connect ZOHO CRM with a 3rd party app. I created the connector and authorized it. I want to add any new ZOHO CRM accounts to my app directly. Request Body of API is as below: { "data": { "id": "string", "type": "contacts", "attributes":
Access to all users to Zoho Surveys moudle in Zoho CRM
Hi, I am trying to give access to all the profiles I have in Zoho CRM, The Moudle have data from a survey made from Zoho Surveys, Only administartors can access this moudle for some reason, tried to give access to the moudle but it didn't work, I there
Payment Reminder - No contacts for the customer
I create my invoices and then send them using the API. I also have reminders set up. I make sure that each customer has a primary contact, also with the API. But for about half the invoices I send I get an error message mailed to me because a contact
How do I enter the 2FA authentication application-specific password in Samsung's email client on Android?
I have enabled 2FA in Zoho. How do I enter the generated application-specific password in Samsung's email client?
What will happen if my license expired? How long my data will be accessible ?
Hi, I have 7 licenses active in my bigin CRM which will expire soon. I would like to know in case I have to delay my renewal what will be the consequences? How long my data will be kept and who can access it?
Dynamic Drop Down Population
I have found this useful and assume others will as well. For this activity, I have a form that allows the user to select a sport, which is a lookup field to my sports form. Once a sport is selected, I have two drop down fields that are for event types
Chart of Accounts
Dear Sir, While we entered some entries, we want change that particular accounts type can't be change i need a help to how to change this
Receipt of Customer Payment with Multi Branches.
We are billing to a client from our 4 branches to their respective branches nationally. but the client manages all the accounting of our 4 branches into one ledger only. Hence even while making the payment to us, they pay for multi branches into one voucher.
Updating Account record from information in another module
I have a field in one module that shows products using a lookup field. I would like to add functionality so that when this lookup field is populated, it automatically adds the product to the Account record. Does this need to be done using a Function?
Invoice/Estimate Auto Creation in Zoho Books From Deals
When we integrate CRM with Books, we know that we can automate Estimate/Invoice creation depending on what stage of the Deal we're at. This is a welcomed feature. But like many things in Zoho applications, things are left at 90% completion. This is a
Update: Removal of Social Page Campaigns from Zoho Marketing Automation
Note: This post is relevant only for existing users of Zoho Marketing Automation and not for the beta version users. Dear Marketers, We would like to bring to your notice the removal of "Social Page Campaigns" from Zoho Marketing Automation. As per the
JQuery Forums
What has happened to the jQuery forums on jQuery.com? Is this now it? What happened to the historical forum threads? Is there a separate "forum" on Zoho with nothing but jQuery questions? How to find it? Thanks,
Auto-Reply in Social Channels (Twitter)
Is it possible to automate sending an auto-reply to social channels?
Zoho Inventory Integration With Xero
Hi all, We're just trying to sort out our Xero Integration with Zoho. I've used Xero for several years, but we've never had to deal with stock/inventory before, so I'm on a bit of a learning curve. My problem at the moment is that when I receive inventory
Unable to log in to accounts after DNS transfer.
I'm looking for some advice regarding email accounts that were hosted with Zoho, that now appear to have disappeared. I work for a charitable organisation that used Zoho Mail, but has recently transferred their domain to a new registrar. We've updated
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你好，我已经在网站防止了代码，但是发现服务器一直反应非法的widgetcode ，我已经反复核对，没发现问题，请帮我查询下问题 widgetcode c2f8ec0xD3a6445C8Bf5F1A20210910B3390148E2937e4EADnPeUvb577f956bc <script type="text/javascript" id="zsiqchat">var $zoho=$zoho || {};$zoho.salesiq = $zoho.salesiq || {widgetcode:
Email data to a form
Hey everyone, I set this up per the instructions here: https://www.zoho.com/creator/newhelp/forms/email-data.html The emails are not generating records in Zoho Creator. I BCC'd the "Form Email Address" when sending the test email. My test email is a
How to setup round robin rule?
Hello, I want to know how to setup round robin rule? Also I need to know how can we see that the round robin rule is working? Looking forward for your response ASAP! Thanks
Extracting data from signed Zoho Sign documents
Hi, We have a few Zoho Sign templates, and there are a number of fields within the document that the customer needs to complete, how can I extract these please, I've looked at the API, Backstage and still cant find a way - can anyone help? Thanks Ant
Editing Realted list Inside Module Deals
Hi guys, i want to check up if there is any option to edit Related List inside module deals Actually, my intention is that if there is an entry on the Related List that is linked to me for Module Deals Can I change any data in the deal screen? I am attaching
Getting Custom Task Statuses to be seen as Completed/Closed
Under CRM > Modules & Fields > Tasks Template > 'Status' Picklist... If I add a custom status (ex: 'Expired' or 'Junk') How can I tell Zoho to treat that status the same as 'Complete'? Currently, if I open the Contact (tied to the task) and look under
Exporting more than 3000 Account records from Zoho CRM
My client's Zohz CRM contains more than 3000 records. However, for development purpose, I need the accounts list to be imported into a development CRM account. When I try to export from the target zoho CRM account (enterprise version), I only get 3000 records in my export. Is there any means by which the number of exported records be increased by another thousand or so? Would zoho provide a cloning service to create a staging environment by cloning a production zoho CRM account to another Zoho CRM
Creator Subforms: How to loop through subform and calculate sum total of timestamps?
We have a subform that tracks Clock-In/Clock-Out for our service technicians. One of the fields in the subform (Job_Time) calculates the difference between the Clock-In Time and the Clock-Out Time, leaving it in minutes format, see attached image. How
Tagging a Writer document from within Writer and not Workdrive
I have successfully tagged documents in Workdrive. I'm using most of the Zoho apps (Writer, Sheets, Show etc). Is it possible to change, create Tags from Writer and have them up[dated in Workdrive or are they a seperate DBase? If it's not possible, is
How To Get The Data From One Form To Another Form
EX ; 1.I have enter details in Powerreading From 2. when i open report and i enter data values and dropdown values then autoplate next two fields 3. can help me 4. Add Attached Both Form Also can check it and tell me
Misclassified emails
All emails with tracking signatures have been classified as spam since last week. Could you please provide more information on this change and why users were not notified beforehand? It would be helpful if users could be notified of such changes in advance
lead assignemt
Hi, We have a lead assignment rule setup for one of our products and it assigns leads to users in a group in a round-robin manner. The issue is that it resets every day and due to this people lower in group order do not get an equal number of leads. For
EMAIL DE ZOHO COMPAIGN N'ARRIVE PAS 0 LA BOITE DE Reception, MAIS PLUTOT A LA RUBRIQUE PROMOTION
LES EMAILS ENVOYES PAR ZOHO COMPAIGN N'ARRIVE PAS a LA BOITE DE récéption PROMOTION MAIS PLUTOT A LA RUBRIQUE promotion, donc ils ne sont pas affichés chez nos cibles, qu'est ce qu'on peut faire, pour resoudre ce probleme
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