Display single Record from Zoho CRM in a form based on URL parameter
Hello everyone I need to do the following. I created a form with 3 field . Based on the URL parameter which has the contactIid I need to fetch the specific record and display it in a page. https://creatorapp.zoho.jp/julien_dunes/fetch-it/#Form:OkOK?contactID=987238392832989382
Zoho Learn drip content and discussion board?
Hi- I am a Zoho One customer and a professor. I would like to use the custom portal feature of Zoho Learn to create online courses that my students can access (all external users). Many LMS have the option to drip content to customers, such as a new video
Whatsapp Integrations: not receive sms for confirm
Hello, I'm trying to configure Whatsapp Business with Zoho CRM, (I already did with zoho Form with any problems). I follow all the step but I don't receive the call or sms with code for confirmations. I try several time in the last 2 days with any s
information needed for adding my bank
· When adding the bank, Zoho asked for: o ‘Account code’ Your training module only gives the following simplistic, non-informative, unhelpful piece of info, but doesn’t tell one where to find or create it: o Account Code o A unique code used for identification
Test the if a facein a photo is alredy in my contacts
Hello, I'd like to ensure that our partners don't create duplicate accounts. Although it may seem like a niche issue, it's important to address. Can Zoho AI(Detect Face or something else) be utilized to compare a newly uploaded photo against the face
Spam process Disabled - where enable again?
Hello, I am getting message like on image - where I can again enable "Spam process"? I need block some domains and senders. https://mail.zoho.com/zm/#settings-new/antispam/emailAddress/allow-block
Tip 42: Create multiple layouts for projects
Every project you create has a unique strategy, goals, and functional requirements. To keep your projects on track, it is important to plan your project by defining the scope and requirements, specifying the deliverables, and setting deadlines. In order to do so, project layouts are extremely helpful in establishing your project plans and in capturing specific project details. With Zoho Projects, you can create multiple layouts to capture the unique details of every project. You can create project
Need more CRM Fields in Webhooks
Hello, we need more CRM fields in our webhooks. Is it somehow possible to achieve? These limitations are really disturbing.. https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/webhooks-workflow#Recognize_Unsupported_
How do I use several different Task Templates in the same project?
Hi, I have created several different tasks templates each with unique fields in the Templates section. I want to use these different task templates in the same project. However, every time I associate any of the templates with my project it changes the template for all my tasks to that one template. I need this because I require the users to input different information for each of the many different tasks in one project. Any insight helps! Thank you!
Did anyone make Zia integration with OpenAPI work in Zoho Mail
I get this error
Sales Commissions
Hello, I suggest an easy way to give a % for sales agent or people who advice service without an ecommerce.
I can't convert a Lead to an Account
Hello, I just got a trial for Zoho CRM and I am so close to being set up, and I'd love to upgrade and use this moving forward. But I cannot seem to work out how to convert a Lead to an Account. Everything looks correct from the back-end, my Leads all
ZOHO CRM integration with affiliate marketing tools
Hi, Has anyone integrated ZOHO CRM with a 3rd party affiliate marketing platform? We are on the brink of choosing ZOHO CRM as our solution, and this is an important factor for us. Recommendations? Best, David
Marketing in a post COVID-19 world!
Consumers across countries are increasingly spending more time on a wide variety of digital activities, right from online grocery shopping, to video conferencing, to tele-medicine. There is a good chance that you performed one or more of the following activities during this lockdown, thanks to COVID 19: Cooked a meal Made a TikTok Video Signed up for a remote learning session Consulted a doctor online (or ordered medicines online) Shopped for groceries online A study by Hunter, a food and beverage
Schedule a report at the end of the month
Hi I would like to schedule a report to be sent at the end of each month. If I set this to be sent on the 31st of each month what would happen for months that only have 30 days? Would this send on day 30 instead? Dan
Change user field when changing another field
Hi there! I am trying to make a user field update when a user edits an open field, For example If I, Jhonny edited field A I want field B to change automaticlly to Jhonny so I will know who changed field A without relying on the timeline becasue it doesn't
Customise Description RSS Merge Tag
Hi, The RSS merge tag DESCRIPTION is unslightly. It adds in the line The post [title] appeared first on [blog name], which is uneccessary, and it doesn't align the text against the thumbnail very well. How do I edit this particular tag? Is this possible
Zoho CRM Community Digest - April 2023
Hello everyone! We have opened our registrations for the Zoho User Group (ZUG) Q2 meetups happening this May 2023. Don't forget to check out the ZUG Meetups section for more details. Now, let's explore what awaits you in this month's digest. Announcements:
Tip of the Week: Nested If Function
Zoho Analytics allows you to define your own powerful formulas to meet your specific reporting requirements. Among the various other in-built formulas available in Zoho Analytics, this segment is about the Nested If function. The Nested If function returns different values for different conditions. They are used to test multiple criteria and take action based on the test results. For example, you can use the Nested If function to categorize: The customer ratings as detractors, passives, and promoters
How can we see the client current cart item in backend?
Hi, I am checking if there is any way to check customer current cart item in backend. Because lot of time customer say to check our cart and they need to send us Pic. If there any way to check customer current cart that will be good? Thanks, Rahul
How to automatically redirect a page to an external URL
Good day Zoho community, I need one of my site pages to automatically redirect to an external URL ( zoho forms). Today I have a button on the page that links to the external form, but wondering if there is a way to do it automatically when accessing the page? Note this is on the new UI, and using 'Add New Menu item->External link' would not work for me as I would like to keep using the page URL. So users can simply access the existing page URL (e.g mydomain.com/enrol) and be redirected to the external
Push notification message limit
Do the <message> has a limit of letters or combination of variables and text limit?
Multiple IF calculation
I'm trying to write an if statement that is fairly complex. In Excel, the formula looks like this: +IF(E2<0.2,(F2*0.05)*0.7,IF(E2<0.4,(F2*0.15)*0.7,IF(E2>0.39,(F2*0.2)*0.7))) Using the value of a specific cell (depending upon if it is lower, between or above a certain value) I am applying one of 3 mathematical operations to a different cell for the result. When trying to "map" this style over to the "IF" statements in Analytics, I am receiving errors. Here is an example of the data I'm trying
Why can't I scroll down the list of additional fonts?
Greetings, I was trying to add some fonts to my list from the ones available but I am not able to scroll down the list in any of the categories. I am only able to view the first dozen or so that are at the top of the list starting with the "A"s. I've
Zoho One Apps
Has anyone else noticed that all of the Zoho Apps lack tons of features? Zoho Creator is awesome, but all of the Zoho One apps simply don't deliver the "punch" like other software solutions designed to do the same thing. We find ourselves constantly submitting
Zoho CRM edit name of Attachments
Hi, I am looking for a way to edit the names of attachments in Zoho CRM as records are upserted from Zoho Forms. How can I edit attachment names? The way I would like to use it is to integrate Zoho Forms with Zoho CRM and have file upload fields in Zoho
Event without invitations
We use a group calendar so people can identify when they're going to be in or out of the office. These aren't events to which people are invited; they're just for information. The other day, everyone was "invited" to join one colleague on a trip to the doctor! How do we create an event that doesn't invite everyone in the group to join in? An event that doesn't ask everyone if they're going or not?
Tips and Tricks #43: Search files within a folder
Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series useful. For tips on specific topics, leave a comment below, and we'll add it to our series. Today, we're looking at an easy tip on how to search for files within a particular
Exposing Widget Node Route to front-end
I'm building a widget that needs to contain an API key. So, naturally, this needs to be in the backend side of Node so that the code cannot be viewed in the browser console. I've created an express route in the node backend, for example: expressApp.get('/api/get-key',
Adding/deleting sender address
Hi, I am having trouble adding an email address that I sent a verification email for. The contact says they never received the email and I cannot resend the verification. The email is ted@cvreps.com Also, I am trying to delete some sender addresses but I am having trouble because it says that I cannot delete emails that were added by another user. One address, bmartinez@cvreps.com, is not an active account anymore as the employee moved onto another job. The other, johnny@cvreps.com, was added by
Best method for Logging Time
I'm developing a pretty extensive app and I want to include logging time to specific jobs. I know the method for time tracking in the gallery app is to basically use text. However it is a bit clunky when it comes to summarizing time in reporting and in
Kaizen #85 - PHP SDK [Part II]
Hello everyone! Welcome to another week of Kaizen! In last week's post, we discussed in detail the configuration and initialization steps for PHP SDK. We will take you through sample codes for Record Operations this week, to help you get started with
CAN USERS SEE and EDIT EACH OTHER's ZOHO EMAIL CAMPAIGNS?
When I log in to Campaigns, I can only see mine, not any of my other colleagues' campaigns, and not our company's contacts? Can we share or link these accounts somehow to see each other's campaigns and work on the drafts together???
Receive only wildcard aliases
Hi, is it possible to use wildcard aliases allowing burner, receive only email addresses to be used by the individual user as they sign up to online services without actually creating the email address or requiring action from the admin? Conceptually it would be something like *_username@domain.com so the user could set up sign up to Netflix with netflix_username@domain.com, themselves without relying on admin help. For added security, it would be better if the username portion was not their username
Vault browser extension super annyoing
On every second website I am asked to fill in credit card information even there is nothing about credit cards on the page! How do I disable this stupid behaviour? It is so annoying
IMAPs won't sync to all platforms
My business partner and I have been having issues with our apple mail and iphone mail. Every day, we have to completely remove the zoho accounts from both platforms and re-add them and input the imap information all over again in order to be able to see
The comment are not showing on the Task page.
I can see that there is a comment on Subtask on the page of the Task. But when I click into the Subtask, I can see no comment.
Zoho needs to change this: AP / AR accounts not accepted in manual journals
Can't import journals for AR and AP accounts sent via API. How can I post a transaction to AR or AP accounts via a workflow or webhook? Is there a workaround for this? A client of mine needs to send sales data to Zbooks, if this doesn't work then switching
Best OST to Outlook PST file converter
If you're looking for the best OST to Outlook PST file converter, you've come to the right place. I have the best programs that enable you to convert free OST to PST without losing any data. It is produced by eSoftTools. This is the greatest converter
I order 1-year contract of Zoho Desk but tell me will update on Sep 7 2023
Hey Can you check I cannot use my credit?
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