How to configure zoho mail when hosting at hostgator or domain registered at godaddy
I have a site hosted on Hostgator or a domain that is registered with GoDaddy. I am able send emails from zoho mail but not able to send email to zoho account
List Conversation API is not returning full content
I've been using this one GET https://desk.zoho.com/api/v1/tickets/{ticketID}/conversations But it only returns a summary of the content and not the full reply. Is there any additional endpoint or parameter that allows returning the full reply content?
Gamescope for Zoho Desk
Hi, wondering if there are plans to implement Gamescope features for Zoho Desk?
how to create a pick list
Hello, In sheets, how do I create a pick list? I see it's an option when right-clicking on a cell, but can't see how to edit the choices.
Due Date Reminder Email
I have tickets that come in that I want agents to set a due date of the ticket manually. This is because its a low priority tickets and needs to be completed at a later date. Is there a way to have the system email the agent a day or 2 before the due
Unable to verify email for a new (free) account
I am trying to set up a new account - email and password entered - then onto OTP - ask for it to be sent. It ALWAYS takes well over 15 minutes to arrive, therefore it is always expired when it gets to me - I then have to refresh the OTP page and go through
Function with multiple iterations won't run - too large
Hi, I've created a function that is meant to pull all 4200 records I have in a custom module and update each record nightly with changes made to the Account it is tied to. The function works -- I have 22 iterations built in to pull 200 records at a time
Figma Screen Import Procedure
Hi, How can I import and build functionality in screens imported from Figma and build logic above that.
Form-Style Properties
Hi, Is it possible to customize the style properties (height, margin) of the form fields?
Timer function in Creator
Zoho Projects and Zoho Desk make use of a little timer gadget. The user manually starts/stops it. I have a need for this type of control in Creator. Any plans to add it?
Updating cases using outlook plugin
Say I've created a case in CRM, if I receive an email related to that case, how do I update the case using outlook plugin
Custom Query: Get last weekday (Sunday) of month in timestamp
Hello, I need to select the last sunday of the month of a given timestamp: Example: - Input: '1991-03-12' - Output: '1991-03-31' How can I do this? Regards, Sven
Created at Month (Relative) Filter
Hi, I'm having an issue with the 'Created at: Month' filter when it is set to relative. Instead of pulling data that has been created this month (April 2023) it is showing me data created in April 2022 when this filter is used. I assumed that this filter
Visual time counter in each costummer/contacts record
I will break down the different parts in case someone only can help me with different parts. 1. In Zoho crm is it possible to create a visual window that shows remaining time left? For example the costumer has 5 hour free costumer service so somewhere
Ability to lock/freezee user header on Zoho Projects
Hello, please evaluate the possibility to give users the ability to lock/freeze user headers in Resource utilization report. Example: It makes easier to see how daily workload changes when moving tasks within the report, especially when a user has many
Undelivered Mail Returned to Sender
Dear team, Today i have this isuss. i still can recive few mails. i canot send mail or recive mail of others please help This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of
Dont require meeting password
Hello, How do I remove the meeting password. I dont want my attendees to have to enter with a password.
Week numbers
I can see that this basic feature was proposed a couple of years ago. For a lot of people in Europe planning by means of week numbering is an essential calendar feature. It should not be difficult to implement; and there is even an ISO standard for this. Erik
Google Drive or Zoho Work Drive Integration
Hello, Is there a way for me to store all my documents inside zoho work drive or google drive and only view them inside Bigin without using the Bigin storage space of 1 GB ?
HTTP Code : 400. The selected document type does not exist
my code is this ``` $templateObject = new TemplateObject(); $actions = new Actions(); $actions->setActionType(Actions::SIGNER); $actions->setPrivateNotes($request->input('template_name','')); $actions->setRole(Actions::SIGNER); $actions->setSigningOrder(0);
Add a row in Analytics
I've been trying to add a row in Analytics using the below code. orgId = "-----"; workspaceId = "----"; viewId = "----"; headersMap = Map(); headersMap.put("ZANALYTICS-ORGID",orgId); columnsMap = Map(); columnsMap.put("User ID","Hello"); columnsMap.put("User
Record cash in hand
How to record cash in hand of ₹100000 in zoho books at the beginning of accounting year. And this amount is not from sale. It is injecting funds in business.
CRM Webforms on Zoho Sites
Is there a limit to the number of CRM webforms you can link to a site built in Zoho Sites? I've successfully gotten two to sync to the site but when I go to add a third the site builder buffers and buffers but never successfully loads. Any other ideas
How do I get the sum of a field in a sub-form
I am completely new to Zoho Creator. Using the SUM documentation below, I attempted to use a formula field to sum a single numeric field in a sub-form. I could never get it to work. I then tried with all fields in a db with only one form. Still no go, and I got the same errors. Should sum() work in the Expression property of a Formula field? If not, where do I use it to get a total for a field? If the sum function is not the way to go, what is? Here are results of various entries in Expression
Web Tab Widget Open
I have tried the code you have given us to open a web tab widget from another Button widget but no name I put opens a web tab widget. How do you find the "webtab_api_name" of the widget you're trying to open? ZOHO.CRM.UI.WebTab.open({Entity:"webtab_
Order in Invoice Line Items
We have written a script where we are adding some items in the invoice if custom function is initiated. Fo example: Items Qty A 3 B 2 Will look like Items Qty(Desired Format) A 3 X 3 Y 3 B 2 X 2 Y 2 But while running the script the invoice is uptated
Zia Predictions - Lookup Fields
I've setup a few Zia predictions and the accuracy level makes them pretty pointless - it's getting around 10%! The reason they are so inaccurate is that Zia seems to be ignoring lookup fields, which are absolutely fundamental. Does anyone else's Zia
Zoho Books in Restuarants
Please I would love a suggestion on how customers would be recorded on Zoho Books since a restaurant might not have the same customer coming in every week or day. When creating an invoice, which category or name should be included to track the sales of
How to
Dear Sir /mam, In Inventory summary report -"available for sale " entry comes from "stock on hand" qty- "committed Stock" qty. committed stock data entry is coming from sale order till date . -I just want to remove all sale order entry till date now (for
Cannot Update Credentials of Zoho crm in Zoho books
Greetings, We've made an integration between zoho crm and zoho books.. By mistake.. I've generated a new ZSC Key in zoho crm The problem is I cannot update the credentials in zoho books.. I only have (Disable integration) option.. How can I update
What are your use cases for standard layouts?
What are your use cases for standard layouts? I subscribe to ZohoOne, but the number of additional layouts I can create is very limited. I am wondering if this is really a good choice since the standard status will no longer be known. What are your thoughts
Populate the Amount field of a Deal by calculating the number of related products and its unit price
I am trying to use this code:
RelatedPotential = zoho.crm.getRelatedRecords("Products", "Deals", potId.toLong());
//info RelatedPotential;
unitprice = 0.0 ;
for each ele in RelatedPotential
{
unit = ifnull(ele.get("Unit_Price"),"0.0").toDecimal();
unitprice
Is there any work-around to show/ hide formula fields?
Hi, how do I dynamically show/ hide formula fields? The straight-forward way ('show/ hide [formulafield]') doesn't work. Is there any credible work-around?
Integrate zohocrm with our application.That does not require clientID,clientSecret and Code.
We are in the process of building a Zoho CRM extension and our requirement is to integrate our application with Zoho CRM. Our goal is for our extension to automatically retrieve the client ID, client secret, and client code upon installation on Zoho CRM.
Zoho Creator Sub Forms as Popups
I saw somewhere that we could now make subforms view as popups instead of the left to right list used currently...Is this true? How can I get this? Thanks!
Tip 23: How to create a custom page using HTML
Hi folks, Reports and dashboards help you analyze your data better and make meaningful decisions. And while Creator handles most reporting right out of the box, it's not uncommon for a business to have its own particular reporting needs. That's when custom reports or pages come in handy. So this month, we wanted to cover a simple use case to show you how you can create a customized page using HTML snippets in Zoho Creator. Use case: Employee details are collected using the Employee Details form,
Form Workflow Action Order and Dependency
I'm trying to wrap my head around how the Creator workflow actions handle order. Is it expected behavior that the downstream actions do not have access to the upstream actions' input changes? And do downstream actions only start after the completion of
Filter on created by
Hi. Why is it not possible to filter on the person who have created a record? For example. you can see 'created by ' in the timeline of a lead. However, I can not filter on this field.
How to show deals associated to a contact on each deal
I am supposed to show all deals on each deal related to a contact. Let suppose, when we open a deal associated to a contact, we should be able to see all other deals as well associated to the ( parent ) contact.
Invalid collection string
Hi, I created a function in CRM and it worked perfectly fine. I saved it and when checked it again the next day I got this error. What are the possible causes of this error? This error message is not mentioned in the documentation I found. Any kind of
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