Create the same task daily
Hello All, Can you help me with the script for the issue as follows, please? I'd like to create a recurring task in a task management app. I have a starting date, and have a frequency field. If I create a new task I'd like to see this task from the starting
Trying to create a Bill from creator (Deluge) in Zoho Books.
Can anyone give me an example of Deluge code to create a Bill in zoho books from a deluge script. Thanks.
Autonumber missing values?
Hello, I have added an auto number field that is to generate and identify a new purchase and sale upon form submission. The number does not show in any report ... or anywhere. Yes I have tested by submitting forms... Is this a bug? Is there a fix? It
Agent queue does not display account
When I am viewing an agents queue in Desk I cannot see the account the ticket is assigned to as I can when I am viewing from the ticket view. Is there a way to have the account displayed from the agent queue?
Zoho Subscriptions and Apple/Google App Store Payments
Hi there. I want to know the best way to build a native integration between Zoho Subscriptions, and the Apple app store payment infrastructure or the Google Play infrastructure. This has to be a common enough use case that there is already a ready-built
I am getting invalid data entry when i use zoho sign api i didnt get detail information
I am getting invalid data entry errror when i use zoho sign api i didnt get detail information
Doe mee aan de Zoho Creator Meetup op 9 mei in Utrecht
Beste Community leden, Wij nodigen jullie graag uit voor de Community Meetup van Zoho Creator! Op 9 mei komen we bij elkaar in Utrecht, samen met onze gebruikers en de Zoho Experts van Prosolic. Onze experts zullen een live demo presenteren en jouw vragen
Cannot create a new user or send an email [Unusual activity detected from this IP. Please try again after some time.]
Hello support. I couldn't create a new user. I'm trying to work around an ongoing problem, basically I was blocked from sending new emails which I'm dependent on it for the moment as I'm out reaching for collaborations with professionals. In need for
AI: Zoho needs to keep up
Hey there I am quite worried if Zoho is able to keep up with all the AI development which is absolutely wild right now. I have always thought, that Zia is ahead of its time, but with Microsoft Copilot coming up Zoho really needs to implement new AI Featues
Void Invoice doesn't change status of Sales Order
When we void any invoice, the respective sales order status remains unchanged. The items status show as 'invoiced' and the sales order status also shows as 'closed'. It doesn't even come up in views like Shipped & Invoice Pending. Basically zoho considers
Blank Ticket Owner
I'm trying to figure out why the Ticket Owner is blank, but the Ticket Owner Name isn't. Referring to the attachments: 1st Screenshot: Zoho Desk Ticket Owner is unassigned, but an agent has interacted with the ticket. 2nd screenshot: Zoho Analytics >
See all occurencies of repeating task in Task list
Hello, I created a recurring task to keep track of Social Media Post creation for a Facebook Page. Tasks settings are the following: task name: "Create 2x social media posts" recurring frequency: weekly Once every: 1 week end after: infinite occurencies
FREEZ Tasks in Zoho project
NEED - Create a FREEZE TASK function to able you to freeze a task that needs to be completed later. Presently in ZHO you either complete a TASK or DELETE it! What happens f there is a delay but the task may resume an importance in the Project management. Plus on the DASHBOARD the FROZEN tasks could be part of project analysis .... NEW Functionality FREEZE TASK
How to filter lookup field from parent lookup field
Hi, I've set 2 forms which are depended. Form A : list of materials (singletext field Materials) Form B : list of all colours (singletext field colour, singletext field material) the singletext field material in Form B, is for now a comma separated list
Delete Top and Bottom Rows from Excel
Hi, I am importing an Excel spreadsheet from another system into DataPrep. Unfortunately, that system exports the spreadsheet with 2 rows above the row that contains the column names. It also adds some rows to the bottom of the data set, with some totals.
Zoho Connect | Quarterly product updates | Q1
Dear customers! Hope you are all doing well. In the past few months, we've added new features and updates to provide you with the best user experience possible. And here's a quick rundown of features we released from Jan 2023 to April 2023. 1. Starter
How can show Organization Name in a deal card?
Hello, right now just a contact name it´s showing in the deal card, i hope there someway to show the organization name and/or contact name there, is more descriptive and helpfull to my work. I hope someone can help me, thanks in advance Peter
How to remove files in a record in Zoho CRM with Zapier?
Hello, I am looking for a way to remove/delete files in Zoho CRM that have been previously uploaded with Zapier. I am using a regular “file field” in a custom module in Zoho CRM. Is that possible with Zapier? Thanks, M.
Measure your audience response - The ShowTime Way.
Raising one's hand was the ancient style of getting people to acknowledge a speaker. People clapped to show their appreciation and booed to show their disapproval since the Roman times. Even today, in many senates and parliaments 'yays' and 'nays' are registered verbally. But, how can one genuinely measure audience response? The solution was in the form of an Audience Response System (ARS). An ARS is a tool that is used to connect speakers to their participants. This helped in measuring audience
Payment subscription failed
We have registered with company name PT.Dari Visi Teknologi. We have try for 7 days, and now we want to subsciption to 1 year. But the payment unsuccesfull and i got I got the alert message saying "Payment subscription failed". what is going on ?
Visitor Summary Not Populating in CRM leads
I have integrated Zoho SalesIQ with the Zoho CRM leads for visitor tracking as well as added the Javascript API onto the website. I am currently using jotform forms that have the Zoho CRM integration setup, but when a new lead comes in via form submission
PO Receive: Save as "In Transit" - Consequences?
My bookkeeper brought to my attention that the new default for saving a purchase receive is to "Save as In Transit". I realize that one can use the arrow to save as received, but I'm wondering: a) What does this new option mean? When would one use it,
Using a button to run a workflow?
Hey everyone, Googled this and found reference to it but no guides or details on how. Just wondering, if I have a workflow that is set to update fields and send an email, can that be triggered with a button? Right now there's a dropdown that when the
Does anyone have a suggestion for Calendar view for tasks
Hi most of my sales team use the Zoho CRM app on their phone and have a daily calendar so they can see, amongst other things, their Tasks for the day (see pic attached) however this option is not available on the desktop version. Has anyone set something
Keyboard shortcuts in browser
Really need keyboard shortcuts for Zoho Vault browser extension (especially Chrome). Top requirements: 1. Ctrl + Alt + H to open the vault. 2. When in a username or password field in a website, pressing the down arrow key should open a popup with the suggested matching auto-fill secrets for that website.
Zoho Mail is really bad
Zoho mail service is really bad and their support team is not helpful. I posted about sending blocked issue on our 200 Zoho mail accounts a week ago. They asked some questions and wanted me to send the answers over the Zoho support email knowing that
Contact picture
Is it possible to create filter for Contacts with or without Picture ? WImR
Zoho CRM Onboarding Support for Standard Subscription
How can we request Onboarding Support after we purchase a yearly Standard subscription? Is it free, and how much will it cost if there are any charges? Our team had previously used Zoho CRM a few years ago and we need help to customize the template to
ChatGPT in Zoho Cliq!
Hello everyone! We are excited to announce that we've released a new extension for Zoho Cliq we think you're going to love - ChatGPT! This extension leverages the power of GPT-3.5 and GPT-3 architecture to provide you with instant answers to your questions
"Valuation Exceeds the Operation Limit" Error
I'm trying to make some Inventory Adjustments and do some Bundling operations for January 2023 (it's April 2023 as I write this), and I'm getting an error I've never encountered before: 80678643 What's the deal here? I need to be able to make these sorts
【Zoho CRM】ポータル機能に関するアップデート：ウィザードに対応
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 ━━━━━━━━━━━━━━━━━━━━━━━━━━ 今回は、ポータル機能のウィザード対応に関するアップデート情報をご紹介します。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●【Zoho CRM】ポータル機能に関するアップデートのお知らせ：ウィザードに対応しました。
How to count ticket passages through a transition in Blueprint?
I've recently added a new field to my ticket layout where the agent has to inform the reason the ticket is on hold. Today, as my blueprint set up, a ticket may leave and re-enter the On Hold status several times, and I would like to count how many times
How to add an article to the category and not to the subcategory
Hi, I have a KB for my app with one "Advanced Search" section. There I have 2 subsections (companies and People). How do I associate an article with the "Advances Search" main category? The tree is: Advanced Search | ---Article | --- Companies (Subsection)
Weird code in emails
So when we gan email from the ticket system we seem too get this weird stuff at the top (changed our domain in the url) { "@context": "http://schema.org", "@type": "EmailMessage", "potentialAction": { "@type": "ViewAction", "target": "https://desk.zoho.eu/support/mydomain/ShowHomePage.do#Cases/dv/131010000000368025",
Yearly & Monthly Report functionality
Hi Team, Can we download campaign reports yearly & monthly wise? Let me know if this functionality is available on zoho.
Mileage Tracking for Zoho Books
Hi there, Has anyone come up with a solution for simply keeping a log of miles (or kilometers) driven or flown for tax purposes? I would be happy just to keep the record alone, if a calculation is not possible.
Disable "Import data" for a report
Hi, By default there are menu options to Import data (see screenshot) which I want to disable on a report, but I can't find how to do this? It must be really easy? Thanks
Dynamically filter page content based on User
I am trying to build a page inside of which goes 3 different reports. However, I don't want the user to be able to view all the records in each report. Is there a way to automatically filter the data in the reports on the page so that when a user logs in, they see a filtered view based on their log in? I can create different pages for each of the 15 users I am building this for, but that would cause a lot of work whenever I change the look of one of the pages, I would need to then go to the other
Zoho Bookings Integrations: See meetings in Zoho CRM
Hi, I would really appreciate a good integration between Zoho Bookings and Zoho CRM at the Account Level. I would like to see what meetings I've had with various client accounts, have the recordings available, and what representatives were invited and
Accidentally deleted two email lists
Hello, I accidentally deleted two email campaigns lists from my account. Could you please help with providing instructions or support to restore? List names: Adam Shapiro Email List Tim Hodgkins Email List
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