Zoho projects API - logs
Hi I am able to retrieve time logs for a specific month via the API but when a try to use a date range I get a "BadRequest" error. I am sure there is a problem with the GET syntax. Please can you provide some guidance? Below is the GET request I am sending.
sent mass emails
I've sent mass email with wrong data in it and I need to recall the sent email or to know who did received it so I can resend the write one to them
Zoho Sign email template variables
Currently, the variable for Zoho Sign Template name is $DOCUMENT_NAME$ for email templates. Is there a way to create a variable for the actual document name? These two names are very different and we would like to use this data. Maybe a global varia
Bulk Update (via Bank Transactions) and 'Searching'
It's awkward enough, one can only reveal the transaction selection boxes when 'Categorized Transactions' is selected. However, if I then use Zoho's 'Search' box, the selection boxes disappear. Ultimately, one can only bulk update by scrolling through
"Zoho CRM says 'required field not found'. Check the input for Product_Details and try again."
Has anyone else, randomly stated having this issue with the Quotes module today in Zoho Flow. Suddenly all my Quote-related flow's have stopped working with this error : Zoho CRM says "Zoho CRM says 'required field not found'. Check the input for Product_Details
Merge field connundrum
I'm looking for some assistance with an issue we have currently please. The example is. We have a deal with a picklist value to enable a choice of different websites - eg google.com, websitecom, madeupwebsite.com there are 20 choices in total. We also
Using for each to iterate through a collection of records and invoke url for each record
I am trying to set up a scheduled function to compare and quality control check between 2 sets of data. One of these is within a creator app that I built, and the other I am calling from a 3rd party API. My planned workflow involves selecting all of the
Can I add a file download section to a client login portal?
Hi. We need to create a client login portal which has a file download section for participants on our training courses. Is it possible to do this in a Zoho Creator App? Can anyone point me in the direction of a tutorial or even better, a prebuilt app that can already do this? (Preferably a free one.) Thanks a lot. Damien.
My Team not able to access all contacts
Hi, My team has been given access to view all contacts available in Zoho CRM, but they are not able to view them. They are getting the message that (the record you are trying to access is not available), yesterday only we gave access to view all contacts
trigger Workflow to update field when other field is changed on Create
Hi! I'm trying to write a function to update "project id" field in Deals module. This id consists of such parts: year; group( which is q field value); index (will take the latest by the existing records); I wrote the function, which works fine in a debugger.
New enhancements in the latest version of the Zoho Sprints Android mobile app.
Hello, In the latest version of the Zoho Sprints Android mobile app (v1.2.3), we have brought in the below enhancements. - Support for Signup from within the mobile app. - Support for Release field in add/edit workitem and in item’s details screen. -
Focus Group Webinar: Zoho CRM Mobile App - A Walkthrough.
Hello everyone! Imagine how efficiently you could operate your business when you can access and manage customer information, initiate conversations via multiple channels and track them in CRM, while staying updated on important metrics in your CRM on
Accounts module is now supported in the latest version of Zoho Desk iOS mobile app.
Hello, In the latest version of the Zoho Desk iOS mobile app (v2.7), we have brought in support for Accounts module. Also, the Contacts module has been revamped with a refreshing new UI. Users can now view all the web-based contacts within the mobile
Career Site (Beta) Improvement Suggestions
Hello, I am a big fan of the new careers site. However, it is not usable for my firm yet for several reasons. I hope to see a few more tweaks prior to switching to this new layout. 1: Search: The search bar in the old layout is more comprehensive and
Single Purchase Order with different warehouses in Zoho Inventory
It is strange that Zoho Inventory dose not allow multiple Warehouses for a single PO record. Though there is a Warehouse field on the record header details area and that gets propagated across all the line items. However, this is not practical to receive all the items to just one warehouse. It shows the warehouses and their stock levels but as greyed. Alternatively there is no confirmation too on Purchase Receives that the goods are delivered on which warehouse, it is just blindly goods received
Provident fund contribution 12% and restricted to 1800/- p.m. i.e. 12% of 15000/-
Hi , Can we set up two kinds of Provident fund contributions for employee and employer contribution in Zoho for certain employees restricted to 12% of 15000/- and for other employees as 12% of basic salary?
Campaigns Background Uses Office Color, not Campaigns Color
My e-mail background in Campaigns is set to white #fffff. However, when the e-mail is sent, the background color adopts the Office theme, which I have set to Black. Is there a way to ensure the background remains white, regardless of the Office sett
Lay out rules Mobile App
Hi I created some lay-out rules on a custom module to only show certain sections if a checkbox is selected. This works on ZOHO CRM computer but not on mobile device, how is that possible ? The mobile device app shows all the fields and sections all the
Notes not saving
Ok so I really want to give this app 5 stars but there is one problem. I noticed when I exit out of a certain note that it doesn’t save. I tried merging the note with a couple of other notes but the other notes wouldn’t show up... it would just stay the
Increase Image Upload File Size
Currently the limit is only 10mb, it would be great if this could be increased to at least 20mb. It is often requested.
unintentional deletion of checklist item
I tap an item on my checklist in order to edit the item, but the tap deletes it completely. I have to quickly hit undo or re-type the entry entirely. Is there a way to turn this off? I can't find that option. 🤔
Zoho NotBook Is not Supported .txt File is good?
First of all, thanks to Zoho Communications, this is nice software for all and me as well. I've used it the last few days. The work is very good. Some things that I'm facing I was using Notepad++ for making documents and rough work. All my files are
Help with my unattended records through time-tracking filters
Dear Zoho Support Team, I hope this email finds you well. I am writing to seek assistance in creating a new field in my Zoho CRM account that auto-calculates the time a lead spends unattended Currently, I have a sales cycle with 10 stages:The first two
【Zoho CRM】直近のアップデートまとめ＋ルックアップ項目に関するアップデート
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 ━━━━━━━━━━━━━━━━━━━━━━━━━━ 直近では以下のアップデートが行われました。今回はこの中からルックアップ項目に関するアップデートをピックアップし、詳細を見ていきます。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●【Zoho
What is the difference of Zoho Forms and Zoho Survey?
Hello! I've been trying to search everywhere but I still don't understand the difference between Zoho Forms and Zoho Survey. When do we use them? What are the advantages of Forms or Survey? Are they interchangeable?
If I close my Zoho account, will my zurl.co shortened links stop working?
If I close my Zoho account, will my zurl.co shortened links stop working?
Won / Lost Amount not showing
Hi there, No figures show up for won amount / lost amount even though there is data in the won / lost swimlanes in the CRM. We have an auto sync every 3 hours. Regards, Sarah
Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
my email purchase@divesat.com thank you
Can I customize the fields shown in the ticket list with table view?
I would like to show some fields like Priority and Classification and hide the Due Date field but it seems that these views are fixed. Is there a way to customize my view and not just using filters?
Is there a way to assign a ticket by the support email address used?
We have 2 support email address: support@mydomain.com and orders@mydomain.com that forward to corresponding support email addresses in zoho desk (support@mydomain.zohodesk.com and orders@mydomain.zohodesk.com). The email forwarding is working perfectly.
Zoho Forms Pre-Fill Fields Limit
Hi, I am looking to create 2 Zoho Forms that will differ by one signing field (around 30 identical standard text fields in each) I want to create a process that would use field aliases to pre-fill every answer from Form 1 to Form 2 and send the link to
Double posts appearing on Facebook page
Just started testing Zoho Social. I'm getting duplicates of posts on our company's Facebook page. They are not exactly identical - one contains a shortened URL, and one contains the full URL of the linked content. They are otherwise the same and I've
Integrate Zoho login button with third party application
Hello, I'm having a problem with connecting an API to a third party application. Currently I'm trying to generate the authorization code for a CRM API but I'm struggling to figure out how to put the "Login with Zoho" button on the website that the documentation
How Zoho One Can Revolutionize Your Business Processes
Zoho One is a comprehensive suite of business applications that can revolutionize the way you run your business. With over 45 integrated applications, Zoho One offers a complete set of tools for everything from accounting to HR to marketing and more.
Bigin - Deleted user recreated but cannot be invited
I deleted a user from Bigin and later had to recreate the account using the same email address.. I was able to create the account but the invitation is not being sent. I have tried this several times. With a different user, I can create, delete and recreate
Time Zone per user, not per Account
Is it possible to set time zones per user rather than just at the account level? I have employees all over the world. Thanks
Amazon fba orders
Hi there , we have an account that does 300+ amazon orders a day currently we have been told there is no workflow to automatically confirm and ship fba orders, this is not good at all and very time consuming
Candidates' Linkedin URL
1. I add a candidate's Linkedin URL to a field I designate for that purpose. I prefer it as a field (instead of the button next to twitter etc) I can search or view it or search buy it more easily. I also import a lot of csv files including this Linkedin
Scheduling Monthly Revenue
How do you schedule monthly revenue for a single sales Opportunity/Potential? Ex. The Total Opportunity/Potential is $90k and the revenue will be earned/recognized over the next 3 months...$30k for October, $30k for November, $30k for December.
Hide Team Feeds,The Headquartes,Agent Queue.
Is possible to hide the left bar of Hide Team Feeds,The Headquartes,Agent Queue. I only want to keep Views on the left bar. Thank you.
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