Zoho desk authtoken generation
i use express edition of zoho, i followed all the steps correctly to generate authtoken but it is giving me error 'invalid client", please give me any suggestions or solutions. Thank you.
Mass Update Assigned Recruiters
I have requested this feature a while back. We break our job board up and have our recruiters focus on recruiting on only a few jobs, rather than the entire job board. We then rotate these recruiting teams frequently. We currently use a spreadsheet to
Project template
Hi I created a project template with all milestones, tasks and tasklists. When I create a new project using this template, the dates are not automatically updated.
Recruit Candidate CSV Import
Hello. I am trying to import a CSV from Indeed.com and keep getting "Choose a unique field to identify existing candidates. This will help you update the existing records from the file." I can not find any instructions or help about this. I choose a tag
Celebrating 1 million installs on Zoho Marketplace
We're elated that Zoho users have trusted Marketplace extensions 1 million times to simplify their everyday work. It has taken us six and half years to get here, and, beyond those numbers, we've also built a thriving ecosystem of 500+ partners who've
Project Template : Schedule, Gant, Start date
Hi I created a project template with all the tasks, milestones and tasklists. When creating a new project from this template, the dates are not automatically update for my project. All tasks are as "unscheduled tasks". Only dates for milestones are indicated.
Is there any workdrive api that return blob object?
Hi, Can anybody help me to get the blob object through API from workdrive?
How to auto update purchase price and sales price?
Hi I need a custom function to update the purchase price of an item whenever a bill with an updated price is received (price different from the system price) and also the sales prices as 1.35 times the new purchase price.I found one but it does not updatte
Update account on inventory bundle
Could someone please give me the deluge code needed to change one of the account numbers on the accounting transaction that's created when you create a bundle? Specifically, the entry is: DR Finished Goods CR Uncategorized expense And I want Deluge code
Subform details in a email
I have read the following: https://www.zoho.com/creator/help/forms/creating-subforms.html#To_send_subform_details_in_an_email and tried putting this into my form: message=""; for each item in Progress { message=message + item.Progress + "<br />"; } But this is getting ALL the items in progress, but I just want the ones that have been added as subforms to just the current form. How do I do this? Is there a way to identify in the subform what mainform ID is associated with it?
Dynamic Population of Subform Dropdown
On the user input of a field in the main form, I want to auto create subform rows (based on records in another form) and populate a dropdown field in each based on a third form. I've been able to dynamically populate subform row dropdown fields on the
Zoho Creator : Changing owner of esablished app
We have several apps and analytics dashboards/datasources that were created by the owner of our company. He now longer has the time to maintain the system and wishes to hand ownership over to the head developer. I believe that several elements of creator
Reschedule today's open calls to the next business day
Does someone has a Deluge script to reschedule the non-executed calls of today (at the end of the day) to the next business day ? The calls may be related to leads, potentials, contacts, ... it's just to be sure that those calls are replanned for the
What does the customer click on their end to allow the remote support session?
What exactly does the customer click to finalize joining the support session? She's installed the run-time. On my end it shows "[name] has joined. Waiting for session confirmation". The problem: She doesn't know what to click to confirm the session. She
Need a function to update a custom field in Deals upon deal creation based on custom field in associated Contact
Hello, I have a custom field in my deals module that is a single select dropdown list. I would like this field to be automatically upon new deal creation based on the value of a custom field in my Contacts module for the associated contact. Example: Contacts
C
Hi. I'm having problems with client script and sales orders ordered items subform. I need to check each product for a specific flag, and I would like to do it when user save a new order or after modifying an exisitng one. I can't get newer added items:
Zoho Sign: Request for FDA’s 21 CFR Part 11 regulatory requirements pertaining to electronic signatures
We have a potential client in the pharmaceutical industry who need to have their digital signature solution to be compliant to FDA’s 21 CFR Part 11 regulatory requirements pertaining to electronic signatures. Zoho Support confirmed that they are working
Announcing Zoho CRM virtual classroom training 2023
Hello, everyone! Greetings from the Training and Certification team! Another great year, another great set of training schedules and goals ahead of us. We're excited to announce that we've started the virtual classroom sessions for the year and completed
API V2 searchRecordsByCriteria doesn't return all records
I've got an issue with results returned by api. I'm using php sdk atm. $bulkAPIResponse = $zcrmModuleIns->searchRecordsByCriteria("Lead_Type:equals:My Customer"); This returns only 7 records, when in Zoho UI I clearly see 8 records. Moreover, when I change the criteria to match that missing customer name $bulkAPIResponse = $zcrmModuleIns->searchRecordsByCriteria("Account_Name:equals:Dr Anakie"); I can get that record via api and I can see that specific field ["Lead_Type"]=> "My Customer" Can somebody
GCC VAT
Dear Sir, We are Bahrain using Zoho Books, In Purchase of local we enter VAT 10% it is ok but, Some Items We buy from Saudi, Dubai... We have to enter GCC VAT but it is not working in Bills entering. Please can you guide for this. How to enter GCC VAT
Can't copy mails to sent folder
I have 2 accounts in zoho, set in thunderbird, but with one i habe problem. Every time I send mail I get message: can't copy mail to sent folder. I removed this account, and then added again and still doesn't work! With second account I don't have such problem. What is solution for this case?
Zoho Docs Migration Not Working
I login to docs.zoho.com and see the migration message, with the MIGRATE NOW button. But when I click on that button, it redirects me to the admin portal of zoho mail ( https://mailadmin.zoho.com/cpanel/home.do#dashboard ) and the migration doesn't start.
pulling record from zoho sheets with deluge, dates are getting malformed
I have an xlsx file i uploaded to drive, and am viewing in sheets. In sheets it shows the correct address format, in the US we us "M/D/YYYY" in this case it's "2/1/2023" I read in the records suing zoho.sheet.getRecords(resource_ID (of the file in workdrive)
Tip #2: Learn more about your customer
Anyone booking an appointment with you can turn into a long-term customer for your business. Booking forms can help you take a small step in this process. Apart from the name, email, and contact number, you can add your questions of your choice to the
【Zoho CRM】キャンバス機能に関するアップデート：別のZoho CRM の組織へテンプレートの共有が可能に
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 ━━━━━━━━━━━━━━━━━━━━━━━━━━ Zoho CRM のキャンバスは、Zoho CRM のUIを再構築できる機能です。従来、Zoho CRM 内でカスタマイズできるのはタブのリストビューのみでしたが、こちらの機能により、詳細ビューもカスタマイズできるようになりました。
Minimize to Tray in Linux App
Is it possible to minimize the Zoho Mail for Linux app to the tray as can be done in the Windows version? I know SalesIQ and Cliq do this.
Parallel Transitions in Zoho Projects
In a Blueprint, a transition refers to the link between two statuses. Often, tasks require inputs from multiple teams or people before they are completed or moved to the next stage. In Zoho Projects, a user can execute two or more transitions in parallel.
campainsのフォームをレスポンシブル対応にする方法について
昨日質問を投稿させていただきましたが うまく投稿できていないので再度投稿させていただきます。 campainsのフォームをwordpressにプラグインを使って貼り付けています。 その際の表示がPCの表示画面に合わせてフォームの大きさを作っていますが スマホで表示すると、PCの表示サイズがリサイズされずに スマホ画面上ではフォームが切れてしまいます。 wordpressのページ自体はスマホ画面に合わせて表示されていますが フォームだけはレスポンシブル対応にならないようです。 このような場合どのようにすればスマホ画面にあわせて表示されるように
Allowing customers to add tags without enabling full edit permissions
Hello! I am trying to understand whether there is a way to allow portal customers to have the ability to edit a single property (i.e., not enabling full edit permissions for a given object). I would like to allow our users to create and assign their own
No notifications or delayed notifications
I can't seem to find any support details anywhere but all of sudden Zoho Bookings has stopped sending notifications or they are extremely delayed in being sent. Also we have Bookings connected via Zoho Flow - these flow's do not seem to be working either.
Zoho Project - How to modify/delete Log Hours after Approval ?
Hi In Zoho Project, how to modify/delete Log Hours after his Approval? I'm not able to proceed at all . It's like I'm forced to delete the Task and create Task and log hours... Sounds strange, no?
How to Make a Data Connection between a Visitor's Info in Zoho Sales IQ and a Contact's Info in Zoho CRM Manually
Does anyone have an idea?
I am looking for a way to make a data connection between a visitor's info in Zoho Sales IQ and a contact's info in Zoho CRM manually.
Because, I found out that some visitors in Zoho SalesIQ are the same people as some contacts
Não recebo e-mails mesmo com tudo configurado corretamente
Consigo enviar e-mails mas não recebo no meu e-mail corporativo criado no zoho mail Já configurei e está tudo correto, mas ainda sim não é possível receber
Tasks are created on the wrong day
When I create a task (using the app, not on the browser) sometimes the task created "today" is assigned yesterday's date. A task that I created today (10/03) is automatically given the date 09/03.
Issues with "Connections" panel
Hello, I have summarized a couple of issues that i think should be fixed with the connections panel (in Zoho Books, Zoho Inventory, etc.). 1. Please don't translate to my browser language. It is completely redundant and and makes it very hard to understand
I can't get NFC tag info.
Hi Support, The following tag is my NFG tag read result. My Page set up like following After I execute Creator APP to detect NFC tag. APP already detected the NFC and jump to Form.But got nothing in AssetID field. Please give me a advice .
Schedule Email
Hi Guys, What happened to schedule emails from Zoho Recruit? My schedule button seems to have disappeared. Any ideas or doid I miss an update? Lee
I am having an issue with Zoho CRM handshake field in Zoho Form
I have created a form using Zoho Forms to collect information from clients wanting to submit blog post requests from my team (form is named "Photo Blog Submission"). The first field is a Zoho CRM handshake where the client could input their email address,
Function seems to runs properly without an error but the function has not been executed
Hello, I do have an issue with a complex script. The script used to work without any problems but for some reason the function stopped working. The console says "Function successfully executed" but the function did not run (or there was an error but the
Contacts and Calendar from Zoho Mail account to to sync with Android native contacts and calendar apps
I've been having this difficulty for the longest time. I've tried using some third-party apps that Zoho has recommended on syncing my Zoho Mail account for my contacts and my Calendar to sync with my Android phone's native Contacts and calendar with no
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