A search function for dummies
I see from the forum discussions that this subject is a recurring topic. I need a simple search interface to allow users to search a list of publications by keyword. I've seen the form at https://creator.zoho.com/sampleapps/search-records-in-a-form/# which is where responders usually point people asking this question. I understand how to copy the search form to my account. I cannot however figure out how to modify it to return the results I need. I can't 'follow the logic of the form' because I don't
IMAP Blocked
I get a banner in web zoho that my IMAP has been blocked. I use the Zoho app on some devices as well as imap in Apple's mail app on some. I use VPN across all devices and, esp. on iphones and the ipad, I can't exactly sync all the locations or even control
Data Migration - Importing with Different Module Layouts
Hi, I am trying to migrate using the Setup > Data Migration utility. We have 3 different layouts that we want to import data to, however I can't work out what format we need to have the layout field in. I have tried the following which has not worked.
Introducing Collections
Create collection links to easily request any number of users to upload files to a particular folder. Once users upload their files, you will be able to view their submissions and manage their files effortlessly. Users don't need a WorkDrive account to
Date and datetime fields formatting and wrong data type issue when update or create
Hello, I'm trying to update a field in the Potentials module;update a datetime field with a date field value. But, I'm getting the error below. Code below: // get Deal records dealDetails = zoho.crm.getRecordById("Potentials",dealID); // get site survey
How to change the Corporate HR option Staffing agency
I would like to know how can I change our version to staffing agency, since I've tried the corporate HR version and now I don't know how to change again to staffing agency.
Sandbox deployment error
I have a Creator app which I'm modifying in Sandbox. But when i tried to publish the changes to live it pops an "Error in publishing" without any description attached. When does this error occur and can someone explain how to fix it? Thanks
Item sync did not work because of similar SKU exists
Hello, I initiated a manual item fetch from shopify to zoho inventory but majority of the items did not sync. Majority of the errors are showing the following error- "SKU already exists". The items were previously created in Zoho and shopify manually
What's new coming to Zoho Recruit ?
Hello Zoho Team, Long time no talk. What can we expect as new features in the coming months, something already in development? I am contacted by new ATS every week, that's crazy. The new ones are really well connected with Linkedin Talent Solutions, allowing
Expanded Information in Export View to CSV file.
I export a csv file the days bookings into a spreadsheet, that I manipulate into a Gantt type printed page. This works quite well. It gives us automatic count of the number of tables booked, the times they are booked and therefore shows peak periods in
Mark Ticket Unassigned during certain time frames
Hello, We work in a very time sensitive industry and we have agents who work different shift times through out the day. An agent may be working on a ticket during their shift that may not be resolved before they leave for the day. the customer may respond
I deleted fields permanently and I don't know how to get them back
I was testing mapping fields on zoho crm to zoho form and I deleted a few fields permanently. The dropdown field doesn't appear anymore and others that now I can't map to Zoho forms. Please tell me how I can recover all the fields again. Thanks
Unable to connect Zoho Campaign to Wordpress Website
I have been trying to connect Zoho campaign plugin to our wordpress website so we can streamline our newsletter distribution and get all the subscribers to our distributor list. After clicking on the "Connect" button, it takes me to login page and after
Almost all leads are being ignored
Hi there, We've put a journey live, but almost all leads are being ignored in the journey. I was reading into adding them to 'topics' like the help article suggests, but it doesn't help. Can you reach out to us, so we can understand what is going wr
Several agents work on one ticket. Need permanent BCC.
Hello, After the migration from another popular support system we are generally happy but there are some things we really miss, which do not let us think that we completely migrated. One of those things is the possibility to keep agents informed about the progress in tickets (and not revealing to clients we track it). As soon as the ticket is assigned to an agent, the other agents lose control on it. Yes, I know that you have a "Followers" feature. It notifies me on my mobile (without any details
Adding 2nd agent to a ticket
Is there a way to add a 2nd agent to a ticket if they are working together on the ticket? Or can you only do it by @ mentioning them in a private comment?
Credit deduction for function calls
Good morning, As I understand, there is a limit to the number of function calls you are allowed to make in a Deluge application. So for every function call, there will be a credit deducted. Does this only apply to calling a custom function, like this:
Custom Fields
God knows I am trying to make Books work for my business. I am even looking for a freelancer developer who can make changes for me. Something as simple as being able to; 1- Use custom fields between modules. It is the same order across. Why can't I carry
Sending mail from Zoho address using Gmail?
I'm trying to send mail from Zoho using gmail. I have attempted all of the ports and put my user name and password and i changed the Smtp to smtp.zoho.com I'm still getting a message that it authentication failed. I know all of the information is correct. Can someone help me??
Una vez creado un trato ¿cómo agrego contactos si ya están en contactos?
Saludos, me gustaría saber lo siguiente: Si tengo un grupo de contactos ya creados y quiero agregarlos a una cuenta o a un trato ya creado ¿cómo puedo hacerlo?
Change Links to Open Directly in Preferred Browser on Notebook App for Android
Is there a way to have all web links open in a preferred browser instead of opening in the default Android Notebook app browser first?
Best way to create and email a table of filtered records?
Hey All, Not sure if anyone can help me; I'm trying to figure out the best way to email a list of records from a filtered custom list. I'm able to successfully get the records I need to display: records = zoho.crm.getRecords("House_Certification",1,200,{"cvid":289407000008968015});
Make scheduling appointments seamless with Zoho SalesIQ and Zoho Bookings integration
You have streamlined your business’s engagement and customer communication by implementing versatile engagement software like Zoho SalesIQ. And now, you have your customer relationships, engagement, analytics, and more overseen from a single dashboard.
Inline Invoice Email
Is there anyway to get the invoice to show in the invoice email. I know that I can attach it. I've got customers looking at the email on their phone and they really like being able to see the breakdown of charges without the hassle of opening the attached
Invoices: Save as "Sent"
Not all of us need to send off invoices as we are bricks & mortar companies - lots of us have sales that don't require this feature but also some sales that do. Please add the option to "Save as Sent" to the invoice module ! Perhaps a hidden field could
Enhancements to make your portals more powerful
Greetings from Zoho Creator! We're happy to announce the rollout of some exciting enhancements to the Portal. We've designed these enhancements to ensure compatibility with new upcoming features that we're working on, which will be available later. The
Community Digest - marzo de 2023
Community Digest de marzo de 2023 ¡Hola a todos! ¿Qué tal? Parece que la primavera nos ha dado un extra de energía para afrontar los nuevos proyectos en los que estamos trabajando (y que vamos a desvelar muy pronto). ¡Espero que a vosotros también os
How to have multiple contacts follow a lead when it is converted
Hello - We have an issue where we have several leads that belong to the same company - as we can get introduced at various levels. When the one lead is converted to an account - all the remaining leads / contacts do not convert with it. Only the 1 contact
how to add new industry
Please some one can help us adding new industry in new leads tab.
Sending email to Zendesk portal
Hi Support, I want to be able to send an email to a vendor's system which is using Zendesk.. To send an email to a particular ticket in Zendesk we send it to support+id<zendeskticketid>@xxx.zendesk.com These emails were received in Zendesk, but they were
Yearly Income Tax Report - Which Report is Best To Use?
Which report is the best to use when to help prepare for yearly income taxes? It looks like the "Profit and Loss" report has all of yearly expenses and totals in one place. Is this a good report to use?
Project Dashboard is now made available in Zoho Projects mobile app
Hello folks, Here's to the users who were looking to get a comprehensive overview of your projects with our neat and elegant dashboard widgets. I am glad to inform you that we have brought in support for 'Dashboards' in the latest version (v3.3) of the Zoho Projects Android app. To view the Dashboard in the Zoho Projects mobile app, follow the steps mentioned below: 1. Go to Zoho Projects mobile app. 2. Click the hamburger icon (3 lines at the top left corner). 3. Select 'Projects'. 4. Go
Basic questions about creating a vertical crm
I'm brand new to this and have a few questions: I want to use the vertical i am building for myself to test it and use it in my day to day, so i can refine it. If the app is not published is this possible outside of a sandbox which would no be ideal for
Zoho Query API return always 202 ( No Content ) when fetching data.
Hi! Im using Zoho Query API to fetch Zoho Purchase data. Recently I've been getting 204 ( No Content ) responses every time when trying to fetch "Purchase Data". Zoho Purchase : This is a custom module. Has anyone faced this issue before, and are there
[Upcoming Webinar] What's new in Zoho Analytics: Q1 2023
Hi there! Are you looking to level up your BI game and stay ahead of the analytics curve? Look no further, as we are back with another webinar on What's new in Zoho Analytics for Q1 2023! Register now In this webinar, our analytics experts will discuss
Last update not showing
The last update changes are not showing. They have disappeared. It may be a bug. "More statuses for shipments We've added more statuses to the shipments module to help you track your shipments efficiently. Now, shipment statuses are split into two status
Composition graph combined with a line graph
I want to build a combo graph with a stacked bar and a line graph together but for some reasons zoho analytics won't let me do it. It would be nice to have this feature in future.
Input tracking number when creating package
I would like to input tracking number when I create package. I can know the trackig # before shipping, so I would like to input it when I get the number not waitng shipment. This tracking# is for the shipping bill to use returning som items, so I'll pack
Tip #4: Usa el check-in de Zoho CRM app para geo-localizar las visitas de cliente de forma instantánea
Tips and tricks #04, adaptado de Aishwarya EK ¡Hola a todos! Bienvenidos a un nuevo capítulo de la serie de Tips and Tricks en español. Esta semana te traigo una característica muy práctica para aquellos usuarios que usan Zoho CRM en campo y que realizan visitas de forma habitual. Sí, hablamos de los comerciales y representantes que suelen encontrarse fuera de la oficina pero que aun así pueden conectarse con su empresa desde cualquier lugar gracias a la aplicación de Zoho CRM para móviles. Hoy,
Mac OS 13.2.1 IMAP issue
After upgrading to Mac OS 13.2.1 from 13.1, im facing IMAP issues with Apple Mail app. sync is not working properly and it get stuck communicating with the server, it even stops getting new mail, stops marking emails as read too. On my iPhone all works
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