Importing number in decimal from excel file shows nothing.
I created new field named "Annual Return" and in my excel file there is the same column name "Annual Return", which is automatically matched. I tried to import data from excel file and everything seemed fine. However the result was not showing the number
Option to make a Checkbox work like a Radio
Hi, I would like to keep the look of the checkbox, so square boxes with the ticks when checked and side by side for example and enter Min & Max Choice limit, BUT when set to Min & Max 1 have another option to choose between Manual/just give a message
Help with Multiple IF Statements with IFNULL and age_months functions included
This is not working, and I need help fixing it, please. if("Commission Type"='MRC',age_months(ifnull("MRC End Date",now()),"Closing Date"*-1,if("Commission Type"='Both',age_months(ifnull("MRC End Date",now()),"Closing Date","")))) Basically, if "Commission
Sales Tender and Payment Details
We actively use Zoho CRM in our engagement processes. In price offering / tender stage, we create a firm profile and record the information of the tender in tender section under firms menu. When the tender is accepted by a customer and engagement process
Zoho CRM: get invoice PDF from custom button function
Hello, I'm developing an extension for Zoho CRM to sign documents via an external service. I have a custom connector which calls the external service and submits a PDF to be signed. I have a custom button in the Invoice Details page which triggers the
Deleting a Webhook
Hello, I am trying to delete a webhook with in our CRM. The webhook is between CRM and Flow. I have removed all CRM connections within Flow, but when I try to delete the webhook I get this message: "Sorry! You cannot delete this Webhook as it has been
Bug: can not access workdrive
After changing the zoho workplace from STANDARD to PROFESSIONAL Plan, I can no longer access WorkDrive. How did this happen? I can't change subscriptions, and deleting teams doesn't work either. my subscriptions
Attach an inventory template to an email template
Is there a way to configure an emails sent for a workflow to attach an inventory template already in Zoho? The email template doesn't have an inventory template merge? Is this possible? Or is there a way to change the default to address on an email template? Leah Edwards
Amount round off
I have a two fields : 1. Total Amout[Single Line],which will fetch from master as "INR 300" 2. Paying Amount[Decimal line],which the user will enter in form. I can validate if both the values or not same. But I can't validate the decimal amount in Total
Sales order as a service and forced for won deals
Hi all! I am a service company, and provide services to my clients. So, whenever I win a deal, I would like to force the user (seller) to create a sales order with the detailed estimation for this service. On the other hand, some of the "items (products?)"
Auto associate with ZOHO CRM.
Hello. TIL that I can click "Associate with Zoho CRM" and once I do, the event will be shown also under my ZOHO CRM. Is there any way I can get this setting to be "ticked" by default? Thank you.
Filter Tasklist vs Task vs Subtasks in Dashboard Report
Hello, In project Dashboard/Report, it doesn't show Tasklists, Tasks and Subtasks seperately. In Widgets, it says Task Status, but the values are included of Tasklists, Tasks and Subtasks. For example: If I have 2 tasklists, 10 tasks and 100 subtasks
Shopify and Zoho Desk
How can we integrate Shopify with Zoho Desk, so we can see customer sales order history in the ticket view?
Filter Tasklist vs Task vs Subtasks in Dashboard Report
Hello, In project Dashboard/Report, it doesn't show Tasklists, Tasks and Subtasks seperately. In Widgets, it says Task Status, but the values are included of Tasklists, Tasks and Subtasks. For example: If I have2 Phases 4 tasklists, 10 tasks and 100 subtasks
Free webinar: Getting business documents digitally signed on your mobile devices with Zoho Sign
Hello everyone, Do you often conduct business on the go? With the Zoho Sign mobile app, you can carry all your business documents with you to close deals and sign digital agreements! As more and more businesses adopt electronic signature workflows, we're
Is it possible to make a contact kanban based on campaign member status?
All our activity is organized around campaigns. We put a number of contacts in a campaign, email them, call them and move them through different stages with the field member status. We must use member status insted of contact status because different
Changes in lookup field column headers
Hello everyone, This post serves to inform you about a minor change we've made to data backup files, wherein we've modified lookup field column headers for consistency. Previously, these headers were formulated to end with "space Id", whereas they're
Zoho books - Send Mail and Reminder Emails are not logged in the journal
We have a problem where in Zoho Books, the invoice/estimate when send to email via the platform or when sending reminders via the platform they are not logged in the journal under that invoice/estimate. i would want to see the history of when and frequency
Naming form elements
When I deal with Zoho Form content in Zoho Flow, I have to reference the form elements by names such as "SingleLine1", "Multiline", "Dropdown", etc. How can I rename these within the form so I can reference them outside of the form in a more sensible
Automatically create a Project that appears in Zoho Books when a deal is won.
Hello Zoho community! I have been trying to set this up by myself but I cannot seem to find a way to automatically create a Project once a deal is signed with basic info like: custom project code project length in weeks start date end date budget (deal
Export contacts INCLUDING account name
Hi How can I export my Contacts WITH their associated Company/Account included. The monthly Data Backup exports Contacts and Accounts as separate spreadsheets. I need the Company/Account field included in the Contacts sheet. eg. the exported spreadsheet
How to manage subforms layout within the Quotes module?
Hello, We are using Zoho CRM to build our quotations and therefore we have added a subform in the Quote module: a table "Quoted Items" with the products information. I have 2 concerns related to the layout: 1. the layout is not "responsive" to the webpage
Reminders not showing up in reminder window
I had a reminder set for 3/1/23 7am - I've not "completed" this reminder. Reminders that are not complete should still show up in the reminder sidebar, yet it doesn't. When I view the note, it does show the reminder not completed. There is one other previous
Call Result from Calls Module
The " Call Result " from the calls module does not show up under the tables, everything else does, is there a way to recitfy this?
Deleting unused webhook
Hello, I am trying to delete a webhook with in our CRM. The webhook is between CRM and Flow. I have removed all CRM connections within Flow, but when I try to delete the webhook I get this message: "Sorry! You cannot delete this Webhook as it has been
integrate the zoho calendar in zobot
I have integrate the zoho calendar in zobot and created the connection but the booking is not displayed in the zoho calendar i need help in handling the script
How can I associate client account from CRM to a new project using deluge
Hi, I am using zoho one product an i am having a little issue in associating the client account information with the new project using the deluge in custom function when I execute the script it creates the project as is intended to be, but when I check
Zoho Desk | KB Article
Good day Zoho Team! From the KB Module, if we publish an article these are the 3 options to whom can view the article: Agents, Registered users, All users Is there an option that both Registered users/customers and Helpdesk Agents can view the KB Articles
Contacts (Zoho CRM) table not showing up in Lookup menu from Accounts (Zoho CRM) Table
I am trying to create a lookup column using the Zoho CRM tables. In our CRM we have added a field to the Accounts module that is a Contact lookup field. That data is imported into the analytics table via the ID of the contact that was selected for the
Cannot Reorder Columns in Pivot View
Hi, I've created a Pivot View with a few columns, including formula columns that reference each other. Now I need to change the order of the columns (that is, I need to rearrange their order so that the first column on the left becomes the third column
Number of Days calculation between two dates
Hi, In Zoho analytics I want to make a custom function to calculate the number of days between the current day (today's date) and the created time date of a lead. Purpose is to track leads that haven't been converted in a long time in a pivot table. What
Replicate Zoho Books Customer Balance report into Analytics
Hello Zoho Team, I am trying to replicate Zoho Books' "Customer Balance" report into analytics using Query Tables. I have written queries to achieve the expected result but have not been able to replicate it fully. 3 queries I wrote contain: 1. Query
Sales plan vs realisation
Hi! I have 2 tables, one with sales plan per person per product per month and second one with realisation of sales. To keep it simple: Sales plan Month Seller ID Item ID Target Value Sales realisation Date Seller ID Item ID Target Value Is there any way
Incorrect Grand Summary
In the above picture I have a table of lead conversions sorted by lead source. The 'Total Cost of Leads' and 'Profit' columns are report formula columns. The data in the column is correct but the grand summary at the bottom is applying the formula to
Assign Color/Category to Data & Get Cumulative Count
Hello! I have a graph that shows a Lead Source, and I'd like to be able to color code these to show whether we consider the Lead "Warm" or "Cold". Is there a way to say "If Lead Source = X Y Z, show as blue" and "If Lead Source = X Y Z, show as orange",
Is it possible?
Is it possible to have a signer/approver enter email addresses after they approve the document? Here is the scenario: Realtor has a couple of home buyers, buyer #1 and buyer #2. Realtor fills out an offer to purchase contract and sends it to buyer #1
How does everyone utilize the member portal?
How has everyone been using the member portal? I ask because I have been unsure about how I like it. However, it may be because of how I am using it. My user signs in, but then is not re-directed to a member page. This is “confusing” as every member page I have ever used has automatically re-directed me to members only page. What I did was put a link in the footer of my site “User Portal”. That takes my user to a “Members” page I created which has a few buttons for my user to chose from: Client
Export Zoho Desk Tickets to s3 or a database Warehouse?
Is there any automated way or integration using which i can export all Tickets information in Zoho Desk to Aws S3 Bucket or any Datawarehouse like Snowflake, Google BigQuery or Redshift ??
Any Suggestion about email forwarding?
We're hard at work customizing our Zoho Desk portal. I was asked a question: After configuring the mail panel and related Dkim etc, is it possible to use the support mail example@enterprise for the automatic opening of tickets without enabling automatic
Expected data type BIGINT found dataType STRING
I have an application where i have a drop down field where the options are numbers 1 to 5, a current date field and a return date field, what i want to do is add the number of days selected plus the current date field and set them as the return date date field. I had success using the addDay function and a static number This works: ReturnDate = input.Delivery_Date.addDay(3); input.Return_Date = ReturnDate.toDate(); However because i need to use a dynamic number based off a field what i actually
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