Centering a table in a dashboard / Responsive Tables
I have a pivot table spanning roughly 2/3 of a dashboard page (left to right) with a widget next to it on the right. Depending on screen size, my pivot table may have scroll bars (smaller screens) or half of the area for the pivot table may be empty
Canvas Rules - Field alignment same as a layout
In Canvas, Is there anyway of getting the alignment of the fields auto arranged instead of the fields just staying where they are but appearing and not appearing when the rules is run?, With layouts the fields just align themself up automictically so
sheets not working in certain PCs in the network
We are using Zoho sheets in our company. And suddenly for the past two weeks, we have a lot of issues and sheets don't work in many of the PCs
Using Bigin CRM - Mandatory Field: Parent ID (Map the se_module ID here)
Hi All, We're using Bigin CRM and I'm attempting to create the following Flow: When a field is updated in a Deal/Request then an automatic note gets inputted into that same Deal/Request. 1) Deal Updated 2) Add Note There is a Mandatory Field: Parent ID
Organization info not found in request
So, I have been having this issue lately. The flows were working absolutely fine before. But since this year I've been receiving this error "Zoho Marketing Automation says "Organization related information not found in request." What could be the problem?
Flow is in black down
Hi, I'm working on creating flows from scratch. But after various attempts Flow now is down. How could I reattivate?
Costume Fields in Invoice
If there a way I have aligned the custom field to the left instead of having two columns, so i cam make them wider? thanks
Dark mode is now supported in the latest version of the Bigin Android mobile app.
Hello all, In the latest version of the Bigin Android mobile app (v1.5.11), we have brought in the below enhancements. Dark Mode Support: > The addition of Dark mode means that users can now select from three different theme modes within the app: Auto:
Use Zoho CRM api from Ajax?
Hi! Does anyone know an example of how to use the Zoho CRM api from an Ajax script, if this is possible? As far as I've read (and also tried, but not with Zoho CRM as server), the cross domain prevention can be worked around (http://www.nczonline.net/blog/2010/05/25/cross-domain-ajax-with-cross-origin-resource-sharing/),
How to capture 'Score' from Zoho Survey that is used for conducting quiz based assessments, and make the number flow to other apps?
I am using Zoho Survey to build quiz based assessments. Each response is pre-assigned a score value. So assume there are 10 questions with each correct response carrying 10 marks.. totalling up to 100. Now if the quiz taker scores 80, how can I capture
Phone Number List Management
I'm trying to do a couple of things 1. Be able to set the "best phone number" by checking a box or automatically designating the newest entered number as the "best phone number." 2. Have a field that automatically tally's the number of fields with value
Activate Zoho Flow through Zoho CRM button (Webhook)
Hello, Is it possible to activate a Zoho Flow with a Zoho CRM button via Webhook? If so, would it be by using a custom function or can I just use "invoke URL" ? Thanks! Vincent
Zoho for the contractor
Do you have a Zoho for Contractors not just for sales -time tracker for a job -time checkin for other people that are on other jobs or on the same job -stock charges -fuel just a way to keep track of the day to day on the go
Searching/Filter notes based via tags
Hi, How can I search/filter notes based on multiple tags?
Push files from workdrive to google drive
Is there a way to push files within Zoho workdrive into googledrive based on create/update file triggers?
why can't i customize the "header and footer"?
I am using the "super user" privileges and still cant edit or crate a new one see the attached file
"{"code":4003,"message":"Access to view the document is denied","status":"failure"}"
We want to use embed signing. Trying to get the embed URL but it gives me this error. Was able to get action_id and request_id . $hostdomain = "remove_for_security_reasons."; $url = "https://sign.zoho.com/api/v1/requests/{$request_id}/actions/{$action_id}/embedtoken?host={$hostdomain}";
Creating new tickets from a CRM layout - Look Up contact field doesn't work
After integration of Desk and CRM, When creating a new ticket from a desk related list in a CRM contact, the lookup field for the contact name doesn't autofill and when manually searching for the contact, eventhough apears the contact to select, clicking
Tiny Tip Tuesday #56
The quota feature in Zoho Survey helps in managing survey responses and gathering reliable insights. Learn how to get accurate and organized data from your survey using different types of quotas: Survey quotas can be used to limit the number of responses
Saving Form attachments to a Shared Google Drive
Has anyone any ideas how to direct Zoho Forms to save form attachments to a Shared Google Drive? All I seem to get is My Drive and Shared with Me. Thanks Nicola
Usar proveedor de identidades Zoho en el portal del cliente de Books
Hola, Quería saber si se puede utilizar la autenticación de Zoho. (es decir, nuestro login de la cuenta Zoho) en el portal de clientes de Zoho Books. Por lo que veo, no se puede, es decir, pide una nueva clave. Creo que sería bueno vincularlo y tener
Zoho CRM Mail Merge Template - Field Font Formatting Not Working Properly
Hi all, I have a Mail Merge Template in Zoho CRM which is sent for signature in Zoho Sign. In the template there is a Text field the signer needs to complete. I have used the field form formatting interface to set the field's font to Liberation Serif 12 (the same as the rest of the document text): However when the document is then sent with Zoho sign and filled, the field ends up with a Sans-Serif font: Is this a bug? Or is there some other setting I need to adjust? Thanks! Dave
Combining Zoho Subscriptions
We currently have a Professional subscription to Zoho CRM, subscription ID: RPCW2003561301215 We are interested in moving our email campaign service over to Zoho Campaigns so we have been investigating and comparing prices. I was wondering if there were
Get CRM data center from Deluge function
Hello, I'm developing a Zoho CRM extension. This extension will be installed in multiple Zoho CRM data centers (.eu, .com etc...) I would like to know if there's a way to get the data center of the Zoho CRM where the extension has been installed in
Way to transfer or copy field contents to another field in the same module upon input?
For instance, I have a custom text field titled "estimate" and another field titled "Latest." I would like "latest" to update with whatever I put in "estimate." If I put down Estimate = 900, I wish to have 900 automatically entered on the "Latest" field
Marketing Automation and Campaign Sync to Recruit and/or CRM
Hello, Can I sync Zoho Recruit ONLY to Zoho Campaigns OR to Zoho Marketing Automation? I currently have Zoho Recruit synced to the Zoho Campaign's, but when I try to sync to Marketing Automation I get an error that I am synced already. Thanks!
Count the number of responses in an Invoke URL call
I have a qc function that is comparing data between a report I have in my Zoho Creator app, and that of an API dataset. I am using for each to iterate through a day's records by a unique ID (Appeal_ID) and calling the api by each f these ID's . So far
Request Api with Authtoken
Hi, I'm trying to get the tickets calling the API but always I'm getting 401 $ curl -X GET https://desk.zoho.com/api/v1/tickets?include=contacts,assignee,departments,team,isRead -H "orgId:$$$$$$$" -H "Authorization:Zoho-authtoken $$$$$$$$$$" % Total % Received % Xferd Average Speed Time Time Time Current Dload Upload Total Spent Left Speed 100 93 100 93 0 0 93 0 0:00:01 0:00:01 --:--:-- 93{"errorCode":"UNAUTHORIZED","message":"You
AmazonCA sales Tax sync with Inventory
Hi, We recently activated the integration with AmazonCa. We ship from our warehouse. Being in Canada, we have different provinces with different tax percentage/province. The orders coming in from Amazon shows and names the tax as followed "Amazon Sales
Automated Workflow Emails, No Attachment Option for Invoice Templates
You can send an invoice as an attachment to email recipients manually. Am I correct in saying that you can't send the same attachment when sending email templates automatically using workflow rules? Please tell me I'm wrong. I want to automatically send
Sending CRM Email from Zoho Flow
Hello, I am receiving this error when I attempt to send an email from a template in the CRM through Zoho Flow: Zoho CRM says "the related id given seems to be invalid" I am currently using the contact ID in the Entity ID field. I've also tried the Template
Tip of the Week - How Zoho Analytics' variables can be a constant handy Filter?
Want to share only selected/partial data from your chart to a particular group/users? For e.g., say you want to share a chart containing complete details of the company to the employees with access only to their department data, or say you want to share
How to convert a deal to a project
Is there a way to automatically convert a deal into a project once it is won/closed? Once we have won a deal, I would love a way to simply auto convert the won deal to a new project, so we can eliminate data entry time and decrease errors when transferring
[Update - June 2, 2021] Integration Tasks will Consume API Credits
Hi everyone! Here are a few updates to this post. Based on the feedback from the customers and partners, we have decided to postpone the inclusion of the integration tasks in API credits to August 31, 2021. We have started working on the below tool support:
How many guests are included?
Hello, but how many guests are included in zoho projects? Often I work with freelancer. Now I use clickup and I have 10 guests.
[Upcoming Webinar] 5 common data & analytics pitfalls businesses should avoid
Hi there! A study by Forbes revealed that 87% of organizations believe that data is their most underutilized asset. In order to bring down that percentage, BI vendors, analytics users, and other stakeholders are exploring many ways to enable businesses
Anyone integrate Whatsapp in zoho desk?
Hello, I'm value to integrate Whatsapp in Zoho Desk. I'm a software house and I would like to know if offers to my client a "premium package of assistance" it's a good idea. Anyone in my same business use it? Is it a good idea?
What is the proper way to reconcile an account with no change in beginning/ending balance?
Hello, I have a little used paypal account. For November, there were no transactions, and the beginning and ending balances are the same. When I attempt to reconcile, I get an error message saying "There are no transactions to reconcile. To add a transaction,
Zoho Survey > Summary Responses > Display Option > Charts — Editing Colors Charts
Issue : I have multiple charts and would like to edit the colors representing the different options. I can't seem to figure out how to edit the colors. Example : Default colors set by Zoho Option A — Blue Option B — Green Option C — Orange Would like
Is possible to stop Save onBeforeMandatoryFormSave ?
Hi Team I need to stop the Save button on Mandatory Form, my client script is: nombre = ZDK.Page.getForm().getValues(); log(JSON.stringify(nombre)); var transObj = ZDK.Page.getBlueprintTransitions(); var Transicion = transObj[0].getName(); if (Transicion
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