Adding discount on line items via API
I've been trying to create invoices via API from my system. For some reason the item level discount column isn't getting created, following is the payload: { "payment_terms": 0, "is_discount_before_tax": true, "discount_type": "entity_level", "customer_id":
Create TO from the Item
Hello, we can create adjustments from the item page but have to create TO from the toolbar. Would be nice to be able to do it from the item page. Thank you
Codejudge for Zoho Recruit
If you have a Codejudge account, integrating it with Zoho Recruit enables your team members to send assessments to applicants directly from Zoho Recruit. There’s no need to leave Zoho Recruit to select and send a test or view the results. Everything can
Selenium and Javascript SDK
Hello, I would like to know if using Selenium (web app automation tool) with a javascript widget is possible. https://help.zwidgets.com/help/latest/index.html Thank you in advance, and I remain at your disposal! Kind regards, Ioannis Tsirovasilis
Kaizen #77 - Multi-select Lookup Fields in API V4
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss how to add data to multi-select lookup fields using the insert records API. Note that this support is available only from CRM API version 2.1 and up. We have
Between Dates update field
Hi, I have a series of dates ranging over the next 3 years within the contacts module, and have a picklist for each month for example April 2023, May 2023, June 2023, I can do a workflow for this, however it will mean I have a few in place as I can only
Portal SSO without setting up SAML IDP
I see that custom SAML integration is available for letting customers access their portal in Subscriptions. That's nice, but a lot more complicated than it needs to be. All that's required for secure customer portal access would be an API endpoint that
Getting 554 5.2.3 MailPolicy violation Error delivering to mailboxes
I am getting high number of this errors in mail delivery service when it attempts to send an email to any of my email accounts hosted at zoho. Can you please check if there is an issue with the account? The sender service is SendGrid. The receiving email
Sorting A to Z not working
Hi, I've moved from Evernote and I'm enjoying Zoho Notebook. I am wishing that navigation and display options were a little more robust, but overall am satisfied. Following a suggestion on this forum, I am using cover notes to help clean up the display
Create More Than 3 Branches in Zoho Inventory
Good day, I am trying to set up some branches in Zoho Inventory in an organisation I am a part of. Unfortunately, I am only able to create three branches. When trying to create another, I am shown an error saying that I have exhausted the maximum number
i can't send emails with my acount
every time i try to send an email i get this a Message failed: 554 5.1.8 Email Outgoing Blocked. <a href=https://www.zoho.com/mail/help/usage-policy.html target=_blank>Learn more.</a> and that's for all my emails olivia@theviralshort.com emma@theviralshort.com
Performance Module
Good day Zoho People Team, Is there a limit in adding of Goals and Competencies in Performance Module?
GET all items with item_type = inventory
Hello, I'm trying to get all items with item type = inventory. I need all stockitems. When I use the search criteria, this is not working. critMap = Map(); critMap.put("status","active"); critMap.put("item_type", "inventory") //Get all stock data resp
Problem while importing Deals
Hi, I am trying to import deal via data migration option. All the fields are mapped. But Acount ID field always shows up the error "Could not find a matching parent record for this lookup field" Account ID is being mapped to Existing Account Name. Am i doing anything wrong over here ?
EN UNA SECCIÓN PUEDO OCULTAR SUS PREGUNTAS
Actualmente cree un formulario con varias secciones y preguntas en cada una quisiera por orden y vista que se oculten las preguntas en cada sección, asi al darle click a la sesión se desplieguen las preguntas pero no lo he logrado.
Saving Custom Bug List Views
I'd like to create my own view of bugs/issues when viewing across all projects. For instance I want to only see Issues with a certain status and certain fields. I see that I can create a Custom List within a single project but I can't find a way to do
Bookings: phone call + 1day only
is there a way to schedule in Zoho Bookings for a staff to only be available for calls only on a particular day and not zoom calls? But have other staff to be as normal on that same day?
Different Units
Hi Team, How to make an invoice if i purchased Items in cartoon and i want to sell the items in dozen, Please advise me on this. Regards, J Jason
Parent and Child Products/items
So I would think this is quite straightforward, but it's turning out to be a bit more complicated than I expected. What I am looking for is to simply have Parent and Child Products. For example the parent product/item is a car and the child product/item
How to get my email unblocked
My email has been blocked because I exceeded my limit yesterday but it is still blocked today. How do I get this unblocked?
Voice-based forecast analysis in Zoho CRM | Public Early Access 2023
Hello Everyone! We are happy to introduce you to yet another exciting update from Zoho CRM. This time, it's about the addition of a valuable dashboard component in Voice of the Customer called "Voice based forecast analysis" This feature is a sequel to
download all attachments uploaded via form
When I download the form entries the images that were uploaded do not download. Can I find these a folder somewhere like you have in google forms?
Proportional payments
Hiya Team, I am currently working with Zoho subscriptions to manage a monthly subscription. These subscriptions need to all be invoiced on the same day, namely the first of the month. This poses a problem however, since a customer can activate their
Age Banded Pricing
I am trying to setup a way to price a membership based on age banding and household size. Example: Ages 18-29/30-49/50-64 single, married, family will all have different pricing variable. I do not think it can be done in subscriptions alone. Is there
Larger Sales Volume Users
Greetings all, I have used Books and CRM for several years, but I was running a fairly small operation. I now work with a larger organization with 100+ employees. Are there any users out there of a similar size using Books? There is some concern from
Can Zoho Form generate shortcode for Wordpress?
Everything I find is the editor on pages and posts on Wordpress containing the ability to embed the form. I am using a "slider" plugin on Zoho and I need a shortcode from Zoho Form. Is it possible?
Zoho Desk [ How client or user filter status]
Hi Zoho, How do we customise or add more filter status for client to filtered the ticket status in their view?
How can I insert a row into one sheet automatically when a row is crated in another sheet?
I use a sheet to keep track of service requests that are entered via a public form. One of my customers wants to use an API from their system instead of filling out my public form. They want to directly create rows in my sheet from their system, and we
How to share edit rights of a form with others via Zoho Form
I would like to allow multiple people have rights for editing the form. However, I find that the share permission is read-only. Grateful if you could help provide the procedure of delegating edit rights to specific people.
Zoho Docs EOL extended to March 15, 2023. Migrate to WorkDrive now!
Update: Zoho Docs access will be blocked for all users. Read this official post to know more. Most Zoho Docs individual and org users (including Workplace and Zoho One users) have already migrated their data and users to Zoho WorkDrive in response to
In an iframe, how to append a field alias to the relative Zoho Form URL in the default "Add another response" button
Using javascript I can initially load the ZOHO form on my site in an iframe by populating a field alias and appending to the ZOHO form URL. On the "Thank You" page that appears in the iframe after a successful submit, and in the default button "Add another
Coupon Code Field Pre-Populated with New Sign-Up Offer
My intent was to offer a 33% discount for the first-time subscribers and would like the coupon code to be pre-populated on the sign-up page to avoid reworking of applying the code following a customer complaint if they fail to enter it on sign-up.
I Can send email, but can't receive any mail?
Hi Team, I have successfully created Zoho Mail using my own URL advika.org.in from Godaddy I can send a mail, but i can't receive any mails. I have already added MX Records in Godaddy. Please find the attached image. Please help me, Thank you
Customising Cards
Hi, I love the new cards feature within Forms, is it possible to set a theme/style to each "page"? Thanks Ant
Email can't be sent using this address from CRM API
I am using the CRM send mail API https://www.zoho.com/crm/developer/docs/api/v2.1/send-mail.html. I am receiving this error: { "data": [ { "code": "INVALID_DATA", "details": { "api_name": "email", "json_path": "$.data[0].from.email" }, "message": "Email
A few questions as i investigate zoho voice.
Soft phones are great, but some of my users still like to use desk phones. I currently solve this by having a voip phone connected to the sip interface of my voip provider. Is this an option? Is there a mobile device soft phone? android/iphone? Does zoho
Build readable, reusable custom functions with LAMBDA()
LAMBDA, the new addition to Zoho Sheet's function gallery, has the potential to change the way you work with formulas in your spreadsheet. The function helps make your formulas more readable and reusable. You can create custom functions that fit your
Creating A New List
How do I create a New List and Sync it, this will include Prospects in Leads and some in Contacts & Deals. Also, how can I create a list that includes only specific targeted prospects in both Leads and Contacts? How to make sure that all new inquiries
Instant message
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Update on MultiLookUp field does not work using API
Hello, I found an issue with the Update Records method: https://www.zoho.com/crm/developer/docs/api/v2/update-records.html I copied the sample code (NodeJS Native) from the link I mentioned and added a MultiLookUp field to the configuration object, which
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