Zoho User Group (ZUG) In-person Meetups - UK region
Hello everyone!
We are delighted to inform you that registration is now open for the UK Meetups taking place in May. Join us for an engaging day of learning, networking, and sharing. During this meetup, we will be exploring the nuances of customizing
Connection name is getting updated
I have used connection in custom function. The connection name is "fdconnect". now the connection name is changed. Please refer below screenshot. When business rule is triggered, its throwing "Invalid connection".
Zoho Books - Vendors - Bill not found
I am using the Free version (small volunteer organisation). I am trying to find the Journal Entries for a Bill I entered via Zoho Inventory. In Zoho books I click on the Vendor name - the bill added "View details" and it comes back with 'page not found'.
Problema al crear orden de compra en Zoho Books
Hola, a ver si alguien nos puede ayudar con esto: Al crear órdenes de compra en Books, algunas veces nos sale automáticamente que los artículos se han recibido (ver imagen adjunta), pero nosotros no hemos registrado la recepción, y en realidad si pinchas
Best tool for tracking services
I'm using Zoho One and currently everything I do through CRM and books is manually calculated and entered for the cost of a service drone survey for example as they vary based on time. I'd like a better way to manage and streamline the billing. I was
Chart from Zoho Survey
Hi Zoho Team I have integrated Zoho Survey with Zoho Analytics, some of the surveys have scoring enabled I need to get that information from Zoho Analytics, I have checked individual responses an I found the information how ever I need to create a chart and some KPI's eventually Regards,
How to get Stage history in zoho report
I am trying to create a report in zoho advance analytical that fetches all the potentials which had a change in Stage during the past year but we can’t find any formula to get potentials whose Stage were changed past Year. Could you please help me to find formula available in the Reports section in Zoho CRM?
Tiny Tip Tuesday #60
When a survey is posted on social media, its goal is to garner valuable responses. Let's look at essential survey preview customizations for better audience engagement. Title: The survey's title conveys its purpose to the audience. You can either use
Pre-Sale Question about Views
Is it possible see a list of all open Jobs with a list of applicants displayed under each job title? Like this:
Auto Add Subform in Zoho Creator
Hello, Could you please help me with how to auto create subform in Zoho Creator? Here is an example: Mainform Start Date is 14.11.2017 End Date is 17.11.2017 No.of Overnights is 3 nights. Is that possible to auto create 3 subform (based No.of Overnights). First one "Date (Overnight)" is 14.11.2017 (the same as "Start Date") Second one "Date (Overnight)" is 15.11.2017 Third one "Date (Overnight)" is 16.11.2017 Please check the below photo. Thank you in advance for your help!
Deluge code error in crm function
function getProductsByCategory() { products = zoho.crm.getRecords("Products"); categories = {}; for each product in products { category = product.get("Product Category"); if (categories.containsKey(category)) { categories.get(category).add(product); }
Automate and schedule data export CSV to a fisical folder
Greetings, I need to plan to export a table to a folder to synchronize with another software. At the moment I manually export from the settings screen of my "companies" table and save the csv in a specific folder on the physical server accessed by the
How to share Live View visitor tracking to other users?
Hello, I am the admin of my account so I can see my website visitors in real time, however any other user in my team sees an empty ring or list, how can I have them see the same live visitors view ? Also, if I create a custom view can I share it with
Retarget your past mobile users and engage with them using Push Notifications
Missed a chat request from your mobile app user, who didn't provide any contact information such as Email or phone number while initiating the chat? And, wondering how to reach out to them? Push notifications are here to save you. Push notifications are the fastest and easiest way to grab your users' attention and encourage them to engage with you. How to do that? In the SalesIQ dashboard, navigate to Visitor History, select the missed visitor chat, and click on the Mobile icon on the Visitor info
Error en los filtros
Saludos. Al intentar ingresar en los filtro de los gráficos que he realizado, y con los que he trabajado sin problemas hasta el presente, me aparece de manera intempestiva el siguiente mensaje: "El parámetro COLPARENTVIEWID no es apropiado (no se ha enviado o es menor que el recuento necesario)" Impidiendome continuar trabajando en los referidos graficos. Agradeceria su apoyo para solucionar la presente situación. Gracias.
Countif contains a certain text string
I'm trying to create an aggregate formula that counts all the rows in a column if it contains a certain text string. I can easily create the formula if it equals a certain test string, see below. countif("Table"."Column"='xyz') The formula above will count the row if the cell only contains "xyz". it will not count the row if the cell contains "xyz pdq". How do I change the formula to count the rows in a column if it a cell contains a "xyz" along with any other string?
Community Digest - abril de 2023
Community Digest de abril de 2023 ¡Hola! con el fin del mes llega también un momento para reflexionar sobre las actividades que nos vieron partícipes durante el mes de abril. La comunidad sigue creciendo y estamos muy contentos de poder dar respuesta
Get requestHeader value
Hi guys, I need to get requestHeader value from third party API. Now I'm getting only response, responseHeader, and status by using below request. let <variable> = { url : <url>, type :"GET", data : {}, postBody : {}, headers : {"Content-Type" :"application/json"},
Email in Zoho CRM stuck in "Sent" Status
We sent an email today directly from CRM (not IMAP). Usually, when we send our emails, we see a few different Statuses, such as "Delivered," "Opened," "Clicked" or "Bounced." But today we sent an email 8 hours ago and the status just keeps saying "Sent" (yes, I refreshed multiple times). Did the customer receive this email? We need to know. What does a Status of "Sent" mean in this case. Any help would be much appreciated.
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
Agents Available But Chats Missed
We have missed chats set up to send to Desk and it all word fine until last week when suddenly we started getting missed chat notifications when agents are sat waiting. We also notice on these notifications it shows us which agents were engaged, not available
ZOHO Books: Is it possible to increase the limit of 25 records, when updating record status
Hi, Can we ask if ZOHO is able to increase the limit of 25 records, when updating record status(or make batch field update) to 50 records? I am referring to the below screen shot. Thanks
Mandatory note when updating invoice
Is there a way to disable to mandatory notes when an invoice is updated? We update about 10 custom fields on the invoices throughout the sales process. It gets annoying having to enter a reason for an update every time. Is there is a way to disable this
fields should be enable in a particular time
Hi, i have a form with 3 time fields,start time end time and shift time.and i added some data into it.Another form with shift time as lookup and some other fields.if start time<shift time<end time the forms fileds should be enable.otherwise fileds should
Event Notification Timing
Multiple employees are reporting receiving reminder notifications of events (meetings, etc.) after the start time of that event, rather than 15/30/etc. minutes before the event begins. What would be causing this and how do we fix it?
Mail forwarding does not work correctly
Hi, we use the external contact solution: MS Exchange 2016 with distribution group and the external zoho contact included. Internal messages will forwarded correctly. external messages does not work really. Some mails get reach zoho desk some mails does
Reoccuring expense issue
I'm having difficulty making one of my expenses a reoccuring expense. Is it possible to make an itemized expense reoccuring or is this something that Zoho Books doesn't allow for, and if not any suggestions on how to get around this?
can't create report with connected datasource Form
Am I correct that in creator can't create report with connected datasource Form (or even add record from another form) I connected my form with zoho sheet and can't do anything more than send data to the sheet Is there any other option?
How to Sync Data in Account Field to Contacts Field
Hi, I am trying to synch a field in the account module to a field in the contacts module. However, without success. It seems like I have to write a code and place it in 'custom functions'. So from this field To this field How would I be able to do so?
Projects in CRM
I need to be able to report on projects from inside CRM - for example I need to be able to Report on a Project and see the associated contacts or I need to report projects and see the associated potential/account. Conversely I need to associate contacts
Managing rules for Lead Conversion to Contact
Where can I manage the rules for what data is combined if I convert a lead and combine it with an existing contact? I recently received an inquiry from a lead Ray Blanks, with a message/inquiry in the Description field. I converted the lead to a contact
Very Low Open Rates -
Hi there , Often facing this problems now a days . It is showing that mails are delivered . But not . Even if the campaign has been sent to spam , only 36 opens out of 78500 is nowhere . Kindly check and revert back ..
An important update to the Zoho Campaigns-Shopify integration users
Note: This post is only aimed at those who connected their Shopify store with Zoho Campaigns on or before October 1, 2022. On October 1, 2022 Shopify upgraded the APIs that we've used to build your current Shopify-Zoho Campaigns integration. The APIs
Zoho CRM - Creating Branches
Hello, How can I create sperate Branches in CRM in order to separate my Sales? Thanks!
Zoho and e-conomic
Hi, I'm considering implementing Zoho CRM and other apps in our company. We do however already have an accounting system, e-conomic, which is used by our accountant and I would like to keep that. I couldn't find anyone talking about integrations there,
Please add ability to click and drag items in bulleted lists to re-sort items
This notebook program is *almost* perfect. If developers could add the capability to easily click and drag items in a bulleted to-do list to easily change the order, then I would toss out Microsoft OneNote and only use Zoho. Thank you for designing a very nice notebook app!
Copy Customization cannot be initiated
Hello , as you can see in the attachment below that I can't copy Customization because of this error , can you please explain to me more about this? "You cannot copy the lookup fields linked to the custom modules as hidden."
Updating Subscription Custom Field with invokeurl Not Working
I'm trying to follow the API instructions as per this documentation: https://www.zoho.com/subscriptions/api/v1/subscription/#update-custom-fields // Copy reference number to the PBX Domain custom field params = '{"label":"PBX Domain","value":"string"}';
Get time entry for Account?
I was looking into a way to get the time entry pet account for report/billing purposes. But using a custom function to get the Account information.Using this for the time being: response = zoho.desk.getRecordById(orgid,"Accounts",accountid); It doesn't
Due date disappearing for tasks and not able to filter on month May
Hi, There seems to be a bug in the activities/tasks module. We are not able to filter on tasks with a due date in May and the due date of tasks are disappearing out of nothing
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