Custom View with placeholders
I want a view for my agents. The tickets are asigned to them or a their team is there a possibility for a custom view state is open AND (Ticket owner is $current user OR Team is $user teammember)
Update production data from development environment C6
Hi guys, I am using C6 and one of my struggles is that I want to update some production data without needing to create a function and transfer this to the production environment to update some data. Little bit of elaboration: I have invoice lines in Creator
Zoho email address not found
People with other domains when they try to send emails to me or anyone under my domain they get an error 550, while I can't send an email to other recipients outside my domain other than Gmail and users under my domain gogagaexp.com
Events in calendar Missing since about 3 weeks ago
I have my calendar mostly full, but now it shows almost empty for the past 3 weeks. All the events still show OK on my phone and other mobile devices, but on the WEB interface, the calendar is mostly empty... I have tried both Google Chrome and Firefox
Common_Status field COQL query
Hi, What is correct way to query data by Common_Status filed? For example what is correct COQL expression for this criteria: "criteria":{ "group_operator":"AND", "group":[ { "comparator":"contains", "field":{ "api_name":"Common_Status", "id":"4233330000000002"
Spell Check
Hi I can see in the compose message there's an option to change the langauge for spell check. However, it doesn't seem to make a difference. I'm getting 'American' English spell check suggestions but I've changed the language to 'UK' English - or 'English'
Running Workflow when record Created or Edited using Custom Function
How can we enable triggering the workflows of we create or update a record ( invoice, estimation, etc.. ) from a custom function, in CRM this is applicable using wfTrigger=true, but in Zoho Books we can't do the same
Material Reconciliation in Zoho Creator
I have created a Zoho Creator app for my purchase and production. Now I want to create ledger for material code that is Receipt and Consumption and Balance for a particular period. I don't know how to achieve this.
Can't add email alias - error AS101
I'm helping a friend set up their new Zoho Workplace account. I have added domains, users and aliases - but I am unable to add 2 aliases (facebook@ and appleadmin@). Could you advise please? Thank you
Showing Certain information from leads/accounts on an external website
Hi, So I'd like to know if there is a way of showing certain information from our leads and/or accounts on an external website so they can verify that the information that we have in CRM is correct?
How to Schedule Bulk Update The Latest Modified Items
Hello , I need to schedule a task to bulk update latest modified items (last day , or last 20 items) to update tax field to specifiec one. I found automation & custom functions but no experience with coding
Introducing Cloud Functions
Hello App Creators, Greetings from Zoho Creator! We are happy to inform you about a new feature in Zoho Creator called Cloud Functions . They are functions which are executed serverless, supported only by Creator's infrastructure, and hence the name Cloud Functions. The new cloud functions support two languages: Java and Node.js. This feature will be available under the Functions section of the Workflows module. Once these functions have been configured and written, they can be called from any of
Customer onboarding
Is there a way to have customer onboarding happen once a deal is won? For instance, once a deal is selected as won, An email is sent to customer to start an onboarding process. 1. Forms 2. Uploads 3. Billing update 4. Product/upsell selections. I need
Zoho Payroll's Latest Updates : March 2023
At the heart of our work is our customers. We aim to provide payroll software that not only fulfills your needs but also surpasses your expectations. We believe in constantly challenging ourselves to create functional and appealing software, providing
Tax inclusive discounts
Good morning, I don't understand the way you apply discounts on invoices. I have an item at 6700 yen, I'm giving a discount of 2500 yen. So it should become 4200. But it becomes 4000yen... I understand why we come to that result, you consider the discount
Age in Days and Due In Days
Hi, I was wondering can someone explain how to convert Age In Days and Due In Days criteria to valid COQL expressions for all available operators? Thanks.
How to Change Maildir into PST Format
Download CubexSoft Maildir to PST Converter, it will allow you to convert the Maildir directory into PST format. And users may select multiple Maildir files at a time to convert them into PST format. The software is compatible with Windows OS, hence supports
Convert Estimate to Sales Order in Zoho Books
I am trying to set up a flow to convert an estimate to a sales order automatically in Zoho Books, but I do not see a "convert estimate to sales" order action like the "convert sales order to invoice" action. What is the best way to create a sales order
Recording values in different currencies
I have a creator form that we use for survey recommendations and, at the moment, the value saved is set up as £GBP. However we have some clients from other countries and would like to save a value as a different currency. It doesn't need to make any exchange
Custom file name on file Download - automated
Guys you need to put the following options in Zoho. 1)File name - I want to customise the file name when the invoice is downloaded. Please start working on the changes and be assured these are really good changes.
Webinar: 5 HR strategies for managing dynamic career trends with analytics
Hi there! As we move further into 2023, we can look back on the roller coaster that was the past few years, where businesses saw the peak of success as well as crushing lows. As a result of massive global events, businesses are witnessing an ever-evolving
The month that was at Zoho Workplace | February 2023
Hello Community, Hope you're all doing good and staying safe. The applications in Zoho Workplace had few enhancements and feature releases in the month of February. Let's take a look at them! Zoho Mail Adapting to Zoho Mail made easier Are you someone
breadcrumb placement in Sites / Commerce
hello I am wanting to be able to move the default location of the breadcrumb to place it under a specific section rather than the default location ( below the hero and above the page content) Has anyone got any ideas on how to do this? Any suggestions
Update: Removal of Unsplash integration - Zoho Marketing Automation
Hello there, We have an update for Zoho Marketing Automation on the way. We are removing Unsplash integration from Zoho Marketing Automation—a decision made in light of some recent changes to Unsplash's policy. We are removing the integration on March
Remove Signature on the Reply and Forward
How can I remove the signature when replying or forwarding, short of manually deleting it every time. I do not want my signature to be included in every reply. Is there a settings to change this ?
Possible to only allow Unique Account Names?
Currently my users can create accounts with the exact same name which causes problems. Is there a way to make the account name field unique? Thanks!
Organising contracts by status and renaming Termination Letter
Besides departments, are there ways to organise active and "terminated" contracts. We would like to keep a log of all the Letter of Engagements we are currently working on and have completed. Secondly, can we rename the Termination Letter or send a different
Window tablet native app
Hi Zoho, With windows based tablets are becoming more popular and starting to gain market share from Android and Apple it would be nice to see Zoho publish the Creator app for larger devices. We are moving all of users off the ipad onto the Microsoft Surface line this year and would like to use it as a native app. I would assume this would be very useful for many businesses... Windows phone version is already created and published, why not make it available for tablets? Thanks for your consideration.
Comparator in Analytics
I would like to create a Comparator in Zoho Analytics, similar to that in Zoho CRM (see the attached screenshot). Any idea how I can go about doing that?
Not all "Deposit To" accounts are showing up in Books Record Payment module
When attempting to create a new payment in Books using Flow, not all of the "Deposit To" accounts are showing up that I have in Books. In particular, the one I have setup for Venmo fails to show, despite being perfectly accessible from the UI. Others
Zoho Form utm tracking for direct visits
Hello, I've set UTM tracking for a Zoho Form. The form is embedded via iframe on my website. When navigating directly to the the site and submitting a form, I see the following parameters are tracked: Where utm_source: is the domain of the website (not
Zoho assist invite emails not going out?
Email invites that go out with "Join now" link from noreply@zohoassist.com have stopped going out to the invitees. This has been going on for couple days now. Same issue experienced on enterprise/corporate account and a personal account.
Knowledge Base article views
Within the KB, each article shows how many views the article has gotten, but I'm interested in which users have viewed a specific article. Because users have to register and sign-in to use the Support Site, I thought it would be possible to track the
Formula field Calculation Used in another formula
Hello! I' m having issues trying to show the price after date selection. * I have to dates ( arrival and departure ) * I have a formula field (total days) that calculate the days difference ( everything working so far) * I want to have another field(Price total) that shows the price depending on how many days in (total days) I tried to go to workflow and add a new action that says If total days is 1, set field value (Price toal) to 590. It didn't work, so I tried to do this with another field
How to delete a bill when from the Free plan
Hello - During my introductory trial period of Zoho Books I explored many options, including creating bills. Now that the trial has expired and I opted for the Free plan I no longer have an option to view Bills, but (at least) one of the bills I created
API For Zoho Inventory
We need to connect Zoho Inventory with our accounting system and would like to write an API for this but we can't seem to get an API key for Zoho Inventory to connect to the modules. Do you know when this will become available? Thanks K
Where do I find the postman collection for ZohoCRM?
I just watched this video: https://www.youtube.com/watch?v=ETlhFkx47rg where the presenter downloads a postman collection to demonstrate the new api. The URL he provides to find the collection does not have a link to download it. Where can it be found?
Share your forms with multiple groups
Sharing a form with groups in an organization can help you eliminate the tedious task of sending forms individually or sharing them with the whole organization. When working in an enterprise and when there are many departments in play, it is more efficient
How add multiple record line in excel file using toFile funtion in deluge script??
How add multiple record line in excel file using toFile funtion in deluge script?? this function add only on record in excel any solution to add or edit excel file with deluge script. csv_file = "Name,Age,Azmat,25".tofile("sample1.csv"); zoho.crm.attachFile("Contacts",4813270000000437033,csv_file);
Find most recent date in related records
Hi, I'm slowly learning how to use custom functions to expand our use of Zoho, but am not experienced in this type of script. I have a Custom Module (eg Items). It has a related Custom Module (eg Visits). Each Visit is a separate record, with a date applied.
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