Using Subform in Invoices
Hi there; In a billing project in Zoho creator, within a form, I use a Subform for the items, which is very normal. The problem is that for Zoho record consumption purposes, Zoho considers each rows of the subform as a record. And causes consumption of
First day of week [FIX IT PLEASE]
@Zoho, how many of your users use Sunday as first day of week? I mean, you have a whole feature about localisation/translation and date formats... how hard would it be to allow for user based "first day of week" variable? Currently, filtering reports
Kaizen #27 - Layouts in Zoho CRM
Hello everyone! Welcome back to another week of Kaizen! In this post, we will discuss the Layouts in Zoho CRM. 1. What are Layouts? Layouts allow you to organize various fields of a module into sections. They also allow you to set layout-specific properties such as mandatory, unique, default, etc, to various fields. Every module has a default layout named "Standard". You can also create your own layouts for each module. 2. Adding a new layout to a module Go to Setup > Customization > Modules and
Zoho People Weekend and Holiday in Hour view of Employee present/absent status Report
Hello, we are a relatively small company so we don't validate entry to work with badges so we activated the Present by Default policy for all employees. We defined weekends and holidays for our locations and shifts and this looks like it's going to work
How to move a Stage on automatically within a Blueprint?
Hi, I have a blueprint for Deals. If a Deal gets to the stage "Quality Lead", how can it be moved on automatically to a stage called "Contact Lead" after 30 days? I cant use an Automatic transition because there will be times when I still need the transition
Zoho Flow Custom Function - Collection Error
I have setup a custom function that takes a string value I receive from a webhook which is the full address provided by a user. I want to break this address into it's pieces so as to map each piece to Zoho CRM fields (ie. street, city etc). This function
Is it Possible to Add Another module create form within another?
I have been playing around with client scripts trying to see if it was possible. I read through all the docs and it looks like it isn't. Here's what I am looking to do: Whenever we create a contact they are ALWAYS associated with a deal. So instead needing
Send Outlook calendar INTO Zoho CRM calendar
Is there any way to synchronize the default Outlook calendar with Zoho CRM's calendar? We have new users that already have many months' worth of meetings on their Outlook calendar and they want to see them when they look at the Zoho CRM calendar. Am I
Function error "HTTP Status 400 – Bad Request"
I have a function in a workflow that trigger when lead is created, the function is working fine for more than 2 years but recently we're having this issue were it fails and the reason for failure is HTTP Status 400 – Bad Request. However when I execute
Change CSS styling of .fieldupdate-highlight class on Canvas view
We have been setting up Canvas views for users. One of the biggest issues we have is unreadable text when a field is updated. CRM refreshes the area where the update occurred and adds light colored background that makes the white text unreadable. The
Problem with Reports
Hi, I have a couple of reports for Won & Closed deals and when I add in an aggregated column it is duplicating the entry. It hasn't done this in the past, only the past 4 weeks. Is this a known bug?
Filter by Date where Date is NOT EMPTY or blank
I'm trying to filter a chart but I need to return results where the date is NOT EMPTY or blank. I can select all the years like 2022, 2023 etc., but future dates might get added in which case I will need to edit the filter again to include those dates.
Is Zoho One Phone Support at 888-900-9646 no longer available?
Is Zoho One Phone Support at 888-900-9646 no longer available? I've called multiple times but it goes a recording that says it is only open Monday through Friday (today is Monday).
Can't Delete Organization
Here's what I'm doing... 1. On the Dashboard, I click on "Delete Organization" 2. The Delete Organization screen appears and I click on [Delete] 3. In an orange box above the Dashboard, text reads "Please delete domain(s) before deleting the Organization" 4. So I go to Domains. I see Add Domain | Buy Domain. I don't see "Delete Domain" 5. I click on the domain and two tabs appear: Sub Domains and Details. Sub Domains is active. No where on this tab do I see "Delete Domain". 6. I click on Details
Enable to interact multiple graph at time
We have observed that while creating dashboard we could not find the interaction options with multiple graphs at a time
Automatically mark yourself as unavailable in your CRM calendar via Google Calendar synchronization
Dear All, We have a quick enhancement related to the Google Calendar synchronization feature: Now you can automatically block your Zoho CRM calendar based on any non-sales meetings scheduled in your Google Calendar. This synchronization enables you to
コミュニティダイジェスト 2023年3月
こんにちは。Zoho コミュニティチームです。 毎月、前月に行われたフォーラム上でのディスカッションやZoho からの製品アップデート情報やイベント情報をまとめた「コミュニティダイジェスト」を投稿しています。 3月の活動は以下のとおりです。 ディスカッション [ 開発者向け ] 商談タブ内のルックアップの項目から連絡先をかんたん作成する場合に、郵便番号を入力すると自動で住所が反映されるようなことは関数を活用すれば可能でしょうか。 kyさん、松尾さん、質問とコメントをいただきありがとうございます。
Excels
Sant internette
Daily Agenda Email
Hi, I've recently discovered Zoho and I'm really impressed. I run a small business and your facilities are great! There is one feature in Google Calendar which would be extremely useful here: the daily agenda email. Currently in Google Calendar, you can receive an email summary of your day's agenda at 05:00AM, which is not useful to many people. For me, it would be much more useful to receive it the night before, for example. There is a lot of dissatisfaction amongst Google Calendar users about
Ability for admin to transfer the ownership of the zoho sheet file
Currently, in Zoho sheet, there is no option for the super admin to transfer the ownership of the Zoho sheet file to a different user. Suppose if an employee has left the organization then in that scenario we can not access the Zoho sheet files created
Create a new ticket from a link in my site's footer?
Hello group. Is it possible to create a new ticket from clicking the 'Contact Us' link on my site's footer? I'm trying to use Zoho Desk as an email replacement for customers. My site is based on Ghost.io platform. Thank you,
SUBFOLDER SHARING
Hi everyone! I have to ask a solution concerning the feature of "folder sharing". I read the instruction about folder sharing here, but there are nothing about subfolders. Within my organization, the folder sharing works well, but we have problems about subfolders. I explain as a table. "User 1" has these folder and subfolder tree in his Inbox: - Folder A: - Subfolder 1 - Subfolder 2 If User 1 shares the Folder A with "User 2", User 2 sees: - Folder A with no subfolders. User 2 can't see the mails
When will standard Theme fonts be supported in Pages?
First of all, great to see the new options to customize Theme fonts and color options, all though a little change, it makes a huge difference to the perceived value from the perspective of the end user. However, what seems very much out if sync is, that
¿Cómo envío desde contactos de regreso a posibles clientes?
Saludos, me gustaría saber lo siguiente: Si tengo un grupo de posibles clientes que por error avancé a contactos ¿cómo puedo regresarlos a posibles clientes? Muchas gracias
Client Users Permissions/Restrictions
Is it possible to restrict what my client users see or have access to within a project? For example: There is no reason for my client users to have access to the marketplace. I would like to them to not see it in the setup menu. Same with the blueprint.
Zoho Desk Ticket Sync to Zoho CRM Cases
I want to sync Zoho Desk Tickets into Zoho CRM Cases with all attributes. Is it possible? Use Case: I should be able to see all the tickets created/modified in Zoho Tickets to be visible in Zoho CRM as individual tickets / new tickets with details of
Recurring events disappear in Zoho Calendar
Since this week, recurring calendar entries have disappeared from Zoho Calendar in the browser. ( I can still see the entries in the Zoho Calendar mobile app). This is causing a real nuisance at work. Please fix, thanks!
What's New—March 2023
Hello Backstage users, We're always looking to improve the Backstage experience, so we've worked on some enhancements to the ticketing and exhibitor features. We've also made a few other general updates as well. We hope that this will help you organize
Create custom script to extract specific data from Email
Hello, can you help me set up my workflow? I need some specific function to parse data from email ZOHO to Bigin, I need to extract specific data from the body and put into Bigin . Or maybe you can help me to convert this Javascript to Deluge? if (trimmedInnerHTML.startsWith("Nome:"))
Export Ticket information
Hello, I am wondering if there is a way to export ticket data to an excel/word/pdf document? It would be very convenient, if when the ticket is closed, to be able to press a button and send the: ticket number ticket problem ticket resolution ticket client
Change Task Owner Using API
How can i change the task owner using c# ou node api ? I tried this: RecordOperations recordOperations = new RecordOperations(); BodyWrapper request = new BodyWrapper(); List<Com.Zoho.Crm.API.Record.Record> records = new List<Com.Zoho.Crm.API.Record.Record>();
UNdo import not visible
Zoho Enterprise In the Import History I see several last 30 days imports. BUT I cannot see: undo import Import History > Hover over an import and click "undo import". Why?
How to assign values from lookup field depending on picklist value?
Hello, I am looking for a way to do this… In the Invoices module there is a lookup field with the name "Textmodule_Introtext" that links to a custom module with the name "Textmodules". And there is also a picklist called "Subscription_Type" in the Invoices
How can I get rid of the `My Folders` on my local PC?
I am not a big fan for the WorkDrive, I admit it, the previous Drive was better for my workflow. There are 2 extremely annoying things to me. The first is the lack of customization on the local directory name, where we moved from the Zoho Docs to the
How To Pass Parameters To Filter Report By Address Subfields?
I have an Address field with Subfields...I am trying to pass parameters to filter by State or Zip Code in a report. Can this be done? state = "CA"; For example: report_url + "?Address.state_province=" + state; ...does not work.
About Custom Fields in Card Scanner.
I have a question about Custom Fields in Card Scanner. The API name is displayed in the custom item selection. How can I display the item name?
Cases - Make them similar to zoho desk tickets
It will be good if there can be email interaction straight from the case and is visible to people with set access permissions. Zoho mail and people integration will be nice. Incases on certain case an external email should be copied it will be easy to CC other email and have all the data under cases
How to create an automation for tickets in Zoho Desk?
Hello, I need to create an automation for tickets in Zoho Desk. I would like to have one field (integer) which will be updated every 100 days, for example, the field number is 0, and every 100 days it will be +1. How it's possible to do like this? Best
Zoho People Integration in Zoho Creator Through Deluge
Hello , I am doing zoho integration in zoho creator through deluge , I got the records when i am doing this: zoho.people.getRecords("P_Task") ; , zoho.people.getRecords("P_Employee"); etc. but i am stuck here when i want to get the LMS data which is a
Free webinar - Getting started with Zoho Sign
Thank you for taking the first step toward digitizing your paperwork. Join us on our upcoming interactive webinar session to know more about how Zoho Sign can help your business streamline your document signing process and make most out of your Zoho Sign
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