Clearing Input Fields if Ticket not Found
Hi Zoho Team, Requesting again for your insights/tips for the workflow that I have made recently here's the code: I'm still new to deluge and Zoho API so I need some help here. Since our team has multiple department and what I'm trying to achieve here
Corporate Card Integration with Multiple Card Holders
When setting up a AMEX Corporate Card direct Feed Integration, how do I limit the transactions imported to only those associated with my card. I am the Primary Card holder and we have five additional card holders whose transactions are also imported.
見積書作成時に商談名を件名に転記する方法
お世話になっております。 見積書作成時に商談名を自動で転記したいとの要望に応えるために以下の関数を作成してみました。 引数：ID＝見積書のID //見積タブのデータ取得 qDetail = zoho.crm.getRecordById("Quotes",ID); //見積書に紐づいた商談名の取得 DealName1 = qDetail.get("Deal_Name"); DealName = DealName1.get("name"); info DealName; //見積書の件名に商談名を転記
Project Invoicing Follow-up
Hi, I am new to Zoho and I am using Zoho One to handle almost everything in my company. There is something I did not manage to do on my project yet. I have a lot of Fixed price project where the invoice date is linked to the closure of some tasks or to milestones. Usually we invoiced a percentage when the milestones is achieved. Is it possible (now or in the future), to declare as "to be invoiced" the price associated to the milestones that has been reached ? The aim is to be able to have a report
コミュニティダイジェスト 2023年2月
こんにちは。Zoho コミュニティチームです。 毎月、前月に行われたフォーラム上での議論やZoho からの製品アップデート情報やイベントと情報をまとめた「コミュニティダイジェスト」を投稿しています。 2月の活動は以下のとおりです。 ディスカッション [ 開発者向け ] クライアントスクリプトを使用して項目の入力必須化を行いたい Akiさん、投稿ありがとうございます。 松井さん、Fujikawaさん、西尾さん、検証やコメントをいただき、ありがとうございます。 見積書作成時に商談名を件名に転記する方法
More Control over a Section
Hi, I would like to be able to have the options on a Section as with other fields so Rules, Hide, etc. As Sections can be used to organize sections of fields, when those fields are hidden with rules the Sections look rubbish still visible. Thanks Dan
Mark a Zoho Desk Ticket as submitted by an Agent
When an agent submits a request on behalf of a customer it makes it look like the customer submitted the request and not the agent on their behalf. Does anyone have a way to clearly indicate that the ticket was submitted by the agent and not the customer?
Assign a Ticket Notification to All Agents on a Reply
When a customer submits us a ticket to our support email address, one of our agents will then assign themselves the unassigned ticket, which will then trigger a notification to go out to all of our agents that John Smith has been asigned to ticket 123.
Remove SalesIQ module from help center page
Hello, I am setting up a basic help center portal for our clients and I would like to remove the sales IQ chat module sitting at the bottom right corner of the screen. I found no way to disable/remove it from the theme customization or anywhere else in
Zoho Forms to CRM Integration approval
Hello, I created a Form that is creating records in the CRM almost as expected, the only part I'm missing is that the CRM records get created before the form is actually approved. Is there a way to set it up to have the creation of records depend on the
What's the best way to set up an email follow up sequence in Zoho CRM?
Hi everyone, My apologies for the long and detailed post, just wanted to provide some context. I've been researching the best way to set up a sales email follow up sequence in Zoho CRM and would love to hear from the pros on how you would recommend doing this. It looks like it can be done in different ways perhaps using autoresponders or workflows but after attempting the autoresponder route, that seemed clunky so I've went ahead and set it up using tags and workflows, but I'm wondering if what I
Is Mobile App Available for Vertical CRM?
We are trying to build a vertical CRM and potential client asked this question. Anyone have Mobile App functionality for their Vertical CRM?
Help! Unable to send message Reason: 553 Relaying disallowed. Invalid Domain
Hi, I have my email Unable to send message Reason: 553 Relaying disallowed. Invalid Domain I already added the record to my dns. How can I activate the domain now?
Record a Bonus Paid to Me Without Creating a Credit for the Customer Who Paid
I need to record a single one-time payment of a holiday bonus. This is a bonus paid from a client to my accounts. I want to do this without creating a credit for that customer. How would I record this credit accurately in Books? I searched the forums
Custom Zoho CRM Fields Not Appearing in Zoho Reports
Hello, I added four custom fields to the Events module in Zoho CRM, which are important to us: When I went to Zoho Reports to build a report using this module, these fields are not available for me to select, as can be seen from this grouping of screen shots from the "Show/Hide/Reorder Columns" pop-up: I have created custom fields before and these always show up in Zoho Reporting. Please advise if there is a way to resolve this issue. Thank you, John Galich
I am unable to understand IFNULL formula
Hiii I am trying to used IFNULL formula in zoho reports Please make a formula for calculation of sales amount Greater than 100 less than 200 condition in IFNULL Formula I have Attach my screen short for Your reference Waiting for positive Response
Calendar view and .ics file in Email
Hello to the community, Using Zoho Creator with the Calendar Report posisibility, I'm wondering if someone can tell me how to send an Email containing an .ics file with the necessary data to integrate it in the recipient's calendar. I know how to send
--> *** URGENT INFORMATION FOR ALL ZOHO CAMPAIGN USERS *** <---
I have been working with my company internally, which is a global entity... we are a franchise network of over 1,000 offices worldwide and we recommend Zoho CRM to all of our owners and clients. When it comes to Zoho Campaigns, they have been very resistant to take ownership of their need to make critical improvements to their product and have continued to imply that they are not the problem and would like to know the source of inquiry. After some investigation, my company IT Department has replied
Create a Zoho Connection Not Tied to a User
Hello, While automating things, whether it's on a deluge script in the CRM or via Zoho Flow i always have to provide a connection to create / update fields in the CRM. The problem is that those connections are attached to my User and all records created
How do I set the Created By when I create a new record via custom button?
I have a custom button that allows users to create a new record in another module. When they do this, it says the Created By is me. I have tried sending the Created_By value in the map, but it does not seem to be working. What I am doing wrong? mp = Map();
Cannot Share Dashboard to Viewer Roles
Hi, We have all Zoho Analytics users set up with the "Viewer" role/profile. I'm trying to share a dashboard view to only certain users (not all), but those users don't show up in the contacts list within the share form (please see the screenshot below).
Does Auth api call in Zoho books api integration needs to be location based?
Hi Team, Recently we completed the development of api integration of our app with Zoho books api. While testing and onboarding our customers we observed that the auth call did not return back the correct account from zoho. The auth call is made by forming
API Integration filter and API limits problem statement
1. When we are doing first time sync we only wish to bring only outstanding Invoices from invoices api. Which filter should we pass in API to achieve the same? In subsequent syncs we want to get new outstanding and newly closed invoices. 2. In first time
Zoho creator updates field Zoho CRM
Hello In Zoho Creator we make a report and select an Account (that comes from the Zoho CRM) by a lookup field. We have a picklist field below with 3 options "Account Status" When we select an option in the "Account Status" it's important that this option
[New] Import from Pipedrive, Hubspot, Increased base limits in API credits and more!
Hello everyone, We are excited to announce that just one month after Bigin's major milestone, we are back with more updates, that will make your work easier and more efficient. In this post, we will walk you through the new features and recent enhancements
Hello here check my code and after call api get success message but not show in deal
Hello i need help for APi $url = 'https://www.zohoapis.com/crm/v2/deals'; $data = array( "data" => array(array( 'Deal_Name' => 'New Deal by kirti', // Replace with your own deal name 'Amount' => 1000, // Replace with your own deal amount 'Stage'=> "New
zoho.books.getRecordsByID in Zoho Flow is not working.
Hi. I am trying to use getRecordsByID in Zoho Flow but it is not working. Could you please give me any advice? I try the next code in Zoho books and it work's fine, but it is not working on Zoho Flow. response = zoho.books.getRecordsByID("contacts","MyOrgNumber","contact_ID");
Posting Expenses on basis of Accrual and Cash
Hi, I trying to view P&L on the basis of Cash and Accrual, but unfortunately it does not show the desired result. example I have to pay $6000 in advance for Office rent of 6 months I create bill for each month on different dates say 1 Jan,1 Feb and so
Estimate numbers on invoice
To whom this may concern, When converting an estimates into an invoice, how can we automatically include the estimate number on the invoice? Thank you
'Undefined' instead of a number in a chart
Hello, I have a table in one workspace (Workspace 1), which I imported in a second workspace (Workspace 2). I have created a chart from this table, however in Workspace 2, instead of numbers in the tooltip, it just shows 'undefined'. There are also no
showing popup/modal on a form
Greetings i was wondering if there was a way to create a customized popup/modal and be able to show it on a form using some sort of button triggers or so. i'm having a form where i want to include explanations and instructions on how to fill it and i
Possibility of having version control for stored records
Greetings I was wondering if it was possible to have version control for records, something similar to the version control we have over deluge functions but for stored records. basically if a user edits/updates any record they would be able to view older
Adjust Invoice Payment Received in Owners Personal Account.
Hello Sir, My client has made the payment of invoice in personal bank account. Please assist me adjusting the said payment against capital account or suggest any other appropriate method.
CRM - Automatically trigger sending bulk email templates to multiple contacts for different clients
Our CRM database tracks many different clients, each with their own contacts, and we need a way to use the Email Templates that we have set up to send emails in bulk to specific contacts for each client when that client's "Benefit Renewal Date" is 120
A Function to update a field in all contact records under an account?
I largely understanding the basics of writing functions with a 1 to 1 relationship, but I'm missing something with a one to many. I'm sure i'll need to make use of for loops, i'm just struggling to pull the information correctly. So i have 2 use cases.
Looking for sms/mms app where I can use my voip number and has a mobile app
I currently do texting through my pbx, freepbx/asterisk. I want to integrate this into my crm. But I still want to have a mobile app for texting too, I have this today. I would probably port my numbers over to twilio or similar for this. I wish there
How to mark a deal with "New customer" or "Existing customer"
Hi all! We have developed an API which imports all our deals from another system. When the deals gets imported, it checks if the linked customer already made a purchase with us before, or not. It is working somehow - but not entirely. We have two types
How to CC email addresses when sending to multiple contacts?
Hi all, When I select 1 contact and click Send Email, I am able to CC other emails addresses. If I select multiple contacts and click Send Email that option is not available! I dont know why. Is there a workaround for this? Thanks
lastname shouldnt be mandatory
Hi Guys, as we´re working with webforms for our leads, in the first webform we can just ask for FIRSTname. How can we make lastname NOT mandatory? In the modulesettings we cant change systemfields. Marco
API name history table
Hi. I have enabled the picklist option to track the history of a status field in my leads module. I want to tranfer this data to Googel BigQuery. Where can I find the module name or api name of this specific history table?
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