Convert Downloaded API Backup to readable .zip file
Hello, has somebody an idea how to convert the result of an API request for an backup into the readable .zip file? I work with PowerShell and I got the API working so that I get a response from /crm/bulk/v4/backup/urls and from the corresponding URLs
Error code 550, I can not send emails
Hello I can not send emails to the address contacto@angelmunoz.com.pe Can you help me solve this problem? This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients.
Summary total Purchase orders
Hi, I am looking to see if there is a way that I can create a custom function that adds add the total value for a deal that has mulitple purchase orders raise on the one record. For a example fulfil the sale, we may need to order stock from 2 different
Zoho Flow History Export
Is there a way to export a history of all flows?
Zoho Flow - Zoho Workdrive > New Zoho Sheet > Zoho CRM
Hi, I have a Zoho workdrive that I want to keep checking to see if new sheets have been added or if previously added sheets have been updated. Once a sheet is added/updated I want to get the data from said sheet and use this data to create/update a record
Add Invoiced Products automatically to Products on Account
I'm struggling to set up a function which will be triggered when an invoice is created, to automatically add the invoiced items (products) to the Account the invoice belongs to. I'm currently trying to adapt the following code: relprod = zoho.crm.getRelatedRecords("Products","Deals",potid);
Automate business workflows with the Show-Zapier Integration
Whether you are scheduling a presentation on the results of your marketing campaign or you want to populate your presentation with data from your CRM leads, you need an effective tool for connecting your apps with Show. Introducing Zoho Show's new integration
drafts
How do I delete a draft from an email chain?
How can I pre-populate hidden fields in Typeform?
I am tyring to use hidden fields in Typeform to collect the contact's email address. I tried using the Typeform extension for Zoho, but it is requiring that I ask for the fields I'm wanting to populate via the hidden fields. (Duh. I could do that, but
How to use a dynamic value in and API call with invoke url
I am working on a form that will autofill multiple fields based off of a parameter (Case_Number) value that is passed through url. I want to append that value to the endpoint in my API as query so I can grab the corresponding data to that Case_Number
Editing User Info
Hi, I'm planning to edit the details of some users in our ZR, such as First Name, Last Name, and Email, due to misspellings and wrong info. Will it affect the user's current permissions or access to modules? Thanks in advance.
Calculate related record
Hi, I am trying to look for a way to solve this problem… I do have two custom modules "Subscriptions" and "Subscription_Issues" that are linked to the regular Invoices module in Zoho CRM. When I add a new invoice I can choose: A value in the field "Subscription_Length"
Hide convert button in lead section
Hello, Is there a way to hide the "convert" button on the lead pages. We would like to ensure this is not available for specific reasons. Thank you
How to delete shared zoho writer file from workdrive?
I set my file to be shared by link and now I do not see any option for deleting it, neither can I find an option to unshare it.
CRM WF rule based on Campaigns email behavior
Dear Z Community, Pls see below link. I'd need the same effect but with email behavior from a Zoho Campaigns workflow. In the article just IMAP email from CRM is mentioned. Can we achieve this somehow? Please advise Workflow for Emails | Online Help -
MailKit.Security.AuthenticationException: '535: Authentication Failed'
I am facing Authentication issue from MailKit with correct credentials., issue:'535: Authentication Failed'. Please find attachment which I mentioned detail code. Thanks
How do I collect single-row checkbox value in a report?
Hi Zoho Community, I would like to collect a report checkbox value and would like to execute some Deluge code based on checkbox-checked report rows. Is there any way to collect this checkbox value?
Youcanbook.me integration with Zoho CRM using Zoho Flow
I am trying to create a flow where bookings generated on Youcanbook.me then create a contact on Zoho CRM with those details stored. The flow fails due to a 'BigInt' issue which is related to the CRM contact owner field in the flow. How do I work around
No longer able to choose/pick participants in calendar invite
Last week everything worked fine. Today when creating a new calendar event I am no longer able to add/choose participants from my contacts. Previously I would start typing their name in the participants field and it would autofill from my saved contacts.
archivos protegidos
muy buenas tardes. He estado buscando en la documentacion pero no encuentro la solucion, cuando quiero descargar un archivo adjunto en uno de mis correos que tengo siempre me pide que ingrese contraseña para poder descargarlo y deseo quitar la opcion
Change the order of the Tags in the menu
I am creating an e-commerce website using the blog in Zoho, ie one product per 'post'. I use Categories to put the products into certain product lines. I use the Tags to further put the products into groups, and these will pull from the different Categories. It works very well, but the Tags are just shown in the order they were originally created, which makes no logical sense to the customer who is looking at the list of Tags. Can it be made possible for the order of the Tags to be changed, please?
【Zoho CRM】直近のアップデートまとめ＋バックアップデータに関するアップデート
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 ━━━━━━━━━━━━━━━━━━━━━━━━━━ 直近では以下3つのアップデートが行われました。今回はこの中からバックアップデータに関するアップデートをピックアップし、詳細を見ていきます。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈
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。
関数についてお伺いさせてください。 商談タブ内で新しく商談を立ち上げた際に連絡先名(ルックアップ)から新しい連絡先をかんたん作成する場合、関数を活用し、郵便番号を入力すると住所が自動で表示されるようにすることは可能でしょうか。 可能な場合、その方法をご教示いただけますと幸いです。
Zoho Analyticsの「年と月」形式を英語表記→数字に変更！
Zoho Analyticsにおいて、X軸を日付にしたグラフを作成した際に、どうしても「年と月」の月が英語表記になってしまうのが気になっていました... 下記のようにX軸の月が英語表記になってしまう... 今回は私が発見したこんな時におすすめの解決案を紹介したいと思います！ 下記手順に従って設定を行うことにより、画像のようにX軸の月を英語表記→数字に変更できました！ 【手順】 1．Zoho Analyticsのメニューバー上の「設定」を押す（歯車マークではない方） 2．形式を選択し、「年と月」の形式を下記画像のように"MM,
SMS Credits General Inquiry
Hi. How's the deduction of SMS Credits works? In my situation, I have a contact list in Zoho Campaign with a total of 1400 contacts but only 350 of them have a mobile number registered. If I select that contact list as my recipient in my SMS Campaign,
Customization of Classification
Good Day, Is is possible to customize the Classification? like I want to add "Inquiry". Thanks.
Using an Accont Alias Name for easier locating
We have a lot of customers that have either changed names or have been acquired by larger companies. Is there a quick and easy way to have an alias name for companies so if we search by a new company name or acronym they will appear in the search results?
Unable to send and receive emails
Hello, I have been unable to send or receive emails for a number of days now. I just sent a test email to myself and another user and neither of us received the email. I received an auto-email Friday about a delay; but had no idea, my email was not working
How do I create a no-reply auto acknowledgement email
Go do I create an auto Donotreply@..... email account to acknowledge receipt of email enquiry.
Multiple time zones, work weeks and holidays
We are a global company with staff across various time zones with different work weeks (Mon-Fri and Sun-Thur) and holidays. I would like to be able to assign different working profiles to different resources in order to feed back into the project plan
Using Zoho CRM Integrator (Wordpress plugin)...Form works, but does not create lead in ZoHo
I get no error message...It say's "thanks...." But I can not find the lead anywhere in my ZoHo admin screens.
IMAP issue using Apple Mail OS 12.6.3
My Mac ap is often stuck on "moving messages' and I don't seem to be able to fix it. I've tried disabling the account but it just sits there, unable to get new mail. Has been doing these for a few days now.
Resincronizar Cuentas y Contactos en integración Finance Suite
Hola a todos. Tengo la siguiente situación: Mi lista de clientes existe en INV y varían entre el subtipo Individual y Negocio. Cuando se habilitó la integración Finance Suite con CRM, en la sección de configuración para Cuentas/Contactos se habilitó el
I need a receipt
Purchased ZOHO forms reference estimate #EST-3127585. Please send me a receipt for this purchase.
LinkedIn scheduled posts appearing as posted in ZC... scared the life of out me😂
As it says in the title. I've just scheduled a LinkedIn post on LinkedIn and it's appeared in the posted area of Zoho Social. Attached some screen grabs.
Pushing Visitor data into SalesIQ?
How can I push visitor data to SalesIQ? I can't see a REST method that I could use. We have implemented a solution that tracks "offline" visitors for brick and mortar stores, I would like to push Visitor's: name email info: key, value "info" or what ever available fields to store path. "info" would be the physical area/department (offline) visited, instead of page (online). Thank you in advance. AdES
Report for Item sold by vendors
Twice a year we have to do a booking at our supplier for the next season. I would need a report that show how many I bought, sold and in stock so I know what to put on my booking. There's good report for that but I can't filter them by vendors...
Goods Received Not Invoiced
Hoping someone can help us with a challenge we face in Zoho Books (with inventory integrated) around the balance sheet and when it posts values if there is a difference between the date we receive stock vs the date we get the Bill from the vendor. We
Workflow Rule If Certain Field not changed in X time
Hi, I need help setting up a WFR for Contacts. I have a Field called AH Level with Statuses AP1-AP8. If the status is on AP1 or AP2 and the Status has NOT changed in 30 days it should Create a Task called "Contact Name has not changed Status in 30 days".
Execute a Scheduled Actions after 5 minutes
Hello Zoho, That would be great having the possibility to execute an Scheduled Actions after 5 minutes. Currently, we can choose between 10, 15, 30 or 45 minutes. I think it's a simple change for Zoho that would bring quick value for customers.
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