Insert snippet content in the same line
Hello, I would like to insert the snippet content in the same line. Example: Let's assume there is a snippet with the name "XXX" and contains a short text in a line like "Product name ABC 123". I write some text: lorem ipsumNow I input a snippet name:
How to copy/put values to subform?
Hello, I am trying to copy/put a value from a picklist to a picklist in a subform. How can I solve this with a function? So in the Invoice module I want to choose a value from Picklist A (a custom module "Products") and I need to be copied/put automatically
Two way Google Contacts and Calendar sync
Please explain if Bigin does a 2 way synch of Calendar and Contact items... I added some new contacts in my Google Contacts and label it as BIGIN, but I do not see it appearing on my Bigin contacts. Please clarify. Thanks
Showing unlinked data within a record
Good afternoon, I'm trialling an idea for our CRM and want to know whether something along the lines of the following would be possible. We currently use a Custom Module named Leads for potential new business. Ideally, in a scenario where we know a rep
How to change button background color in Desk Portal Email Templates
Hello, is it possible to change the color of the following element in Desk settings > Help Center > Email Templates?
How to ensure email is retained within Bigin CRM Client record and / or Deal history if the user leaves.
Hi I have read the link below for Zoho CRM. Is the same email setup required (POP3) if emails must be retained in the Bigin records after the user has left the business? Some current users have only gmail, is this still possible and if so, how? Many thanks
Translate Zoho Desk Fields
Hello, how can I translate ticket fields and custom fields? I mean, the following: Thank you
Streamlining Sales Processes: Tips and Best Practices
Dear fellow Zoho community members, As a sales professional, I'm always looking for ways to improve my sales processes and make them more efficient. I'm sure many of you feel the same way. That's why I wanted to start a discussion about streamlining sales
Doe mee aan de Zoho Desk Meetup op 7 maart in Antwerpen
Beste Community leden, Wij nodigen jullie graag uit voor de Community Meetup van Zoho Desk! Op 7 maart komen we bij elkaar in Antwerpen, samen met een klant en de Zoho Experts van Brainsolutions. Onze experts zullen een live demo presenteren en jouw vragen
"Zoho Cares" is not true
When I Googled the issue related to limited api calls per minute to learn of the arbitrary rate of 100 calls Zoho has applied, I learned that Zoho in fact does not care. I am basically told, "Sorry, this is the way it is." I could easily do more than
Data Prep Suddenly Replacing Dates with Blanks in Tables upon Scheduled Import
This report is setup on a scheduled import I have not changed any settings, and the import has worked fine for weeks until today. All the date columns are being imported as blanks into the tables, but inside the data prep there is data. How do I fix?
The word "lunch" is banned ?!?
I'm putting in my zoho mail an appointement called "Lunch and learn with...." First the word lunch dissapear from the title and when I re-enter it, it siad "unable to save the appointement??? What's up with that?
How do you setup different Zobots for different pages?
I have setup two zobots that I'd like to appear on different pages. They work - but not reliably. They seem to interfere with each other. They're both scripted Zobots. Zobot Bridget is only meant to appear on our brand page https://www.forbesbaxter.co.uk/brand-marketing/.
Issue will call icon on online chat
When a customer presses the call button on the online chat the call does not come through to my number please can you tell me how I can fix this so it comes through to the correct number.
Zoho Creator - [Free Webinar] Creator Tech Connect - JavaScript Widgets in Zoho Creator - An Extensive Outlook
Hello Everyone! Gear up for our next session in Creator Tech Connect Series ! About Creator Tech Connect Series In Creator, when we have to handle a complex business logic, we go for the combination of workflow and deluge scripting. To develop those business
Zoho Creator - [Free Webinar] Learning Table Series for Retail
Hello everyone! The most pivotal part of building any application is to understand the industry, business operations and standard features/functionalities that are required to get the operations going. Industry is the key here and every feature that we
Sync with Zoho CRM stopped working and deactivates by itself
Hi, why do I have this sync job inactive: Sync Description Ports and Line General Mapped List Name Sea Side Crane Executor Last Sync Time 25 Aug 2016, 01:00 AM I can't sync it manually, it gets discarded. Every time I activate it then it deactivates by itself, so I have no contacts synced from for 3+ months by now. What should I do different? Evgeny Drokov
Can you delay subscription payment for 1 week after setup fee is charged?
Hi Team, Here is my challenge: 1. We charge customers' a setup fee, however the product take approx 7 days to deliver to the client. 2. After the initial 7 days they we start their subscription, which gets automatically renewed every 30 days till the client decides to cancel. So we basically want the customer the fill out their details once on the Hosted Payment Page with their Credit Card details. Then charge them then for the setup fee, and then start the monthly subscription 7 days after. Is this
Download Manuals?
Is it possible for users to download manuals as a PDF?
Do I have access to custom fields in SQL queries?
Hi all, Quick question hopefully: I have a custom field in Zoho Books: Credit Notes. The custom field is called "RMA". I'd like to create a simple SQL query that shows all credit notes that have "false" in that field. Query below: SELECT "Credit Notes"."Credit
Zoho Commerce and Zoho creator customer portal
hi, is it possible to integrate Zoho Commerce and Zoho creator sharing the customer id? I.e. as if Zoho Commerce provides an alternative to customer portal autentication process? Or else how can I bring a customer from commerce to creator without having to authenticate twice? What would be the subscriptions required for this to be possible? thanks Luis
Is it possible export information to Ms Excel or Ms Project format?
Hello All, I would like to know if it is possible export to Ms Excel or Ms Project my Zoho projects information? Regards
How to remove the Total Payable Amount line on top of the online payment screen for customer
I work with a few large Clients that have multiple departments, the total payment amount confuses some people when they see totals that are not related to their department. This field was not there until recently and I cannot find out how to remove
Creating a Task with Custom Fields via Deluge Function
Hi all, I'm trying to create a task in Connect via a custom function I wrote as part of a Flow. The function works perfectly to create the task according to the documentation here: https://www.zoho.com/connect/api/create-task.html I am using invokeurl.
Client Portal Customization
Hi, We would LOVE to be able to customize the Client Portal by adding additional buttons to the portal dashboard with our own unique links outside of Zoho. We have other client portals and want the ability to house all our client's links within the Zoho
XL Lookup Function in Zoho Analytics
Hi I have a sales table and a fee structure table. The fee structure table sets out a monthly charge based on the volume of sales for a given customer. So, for example, I have: Fee Structure Table Customer Name Sales From Sales To Charge Customer 1 0
Data Source fields with Zoho People
I am trying to change the fields which my Zoho People data source pulls in, however, it doesn’t allow me to change this. I can change fields for other Data Sources such as CRM and Desk. But the Data Source for Zoho People is fixed. I cant add or remove
Named ranges will disappear from the sheet
I encounter this when attempting to delete one or more named ranged from the defined names in the management box. It's hit or miss; some range names that I deleted several times, keep reappearing and others that I wanted to keep will be deleted. When
How do I change a Zoho Creator Form's styling with CSS?
Hi there, I have built a form with zoho creator. I'd like to change the field labels to be consistent with the website to which it will be embedded. What's the process for specifying web fonts and changing sizing, colours etc? Thanks
Multi-Select Lookup
Hi, I have a multi-select field in Deals that links to a custom module "Devices". I'm trying to write a function that updates all devices related by this lookup field, however, I have no way of getting record IDs or other identifying info for all the
Send values from one field to another
Hi! I have a somewhat complicated situation on my hands. For a very specific situation, I need to save in a field, the phases through which a budget goes through, discarding certain phases. Field 1 to field 2. This so that later, with another field 2
Desk FAQ Article views in Analytics
Hi, I am trying to report on the success of various FAQ (Knowledge Base) articles we have created in Zoho Desk. One of the metrics we wanted to track was the view count for each article. I can't see view count as a default option in the FAQ table in the
Having Trouble with usign Alias with one Table
Hello, Recently I have started having trouble using Alias with a table. Even when using the most basic of Alias, I still get an error
Report to Switch Columns and Rows
Hi, I am struggling to figure out how to put my data into a specific layout as I would like one row per question. So for example my data comes through per entry: Date Added Qu1 Qu2 Qu3 etc 14/01/23 3 5 7 15/01/23 1 2 4 16/01/23 4 5 7 etc I would like
Is it possible to make certain axis on charts ignore filters?
Greetings I was wondering if there was a way to make certain columns on axis ignore filter? i'm looking for something that is similar to the aggregate function "ignore filter" but it would be applied to column inserted on the chart, is there such a thing?
Nested if
Hello, I'm trying to use a nested if as an agregate formula with an existing agregate formula, however I´m getting a message the specified formula is invalid if("SETTLEMENTS_ENC"."Testing" >= 600,1500,if("SETTLEMENTS_ENC"."Testing">=525,1000,500))
Are there page rules in zoho creator to hide/show elements?
Greetings i'm looking for a functionality similar to what we have in the creator forms where we show/hide certain fields based on actions/conditions. for example i have an HTML snippet in my page and button, when i click the button i want to toggle the
Print Using Record Template
Hi, I can use the record template using the Report Properties->Print & PDF options. However, I want to create a button to print my custom template on the same report. I want to maintain 2 different report format, one for the Detail View, and one custom
Fill a related field in a lookup field
Hello, I have an "order" form with a lookup field "client" that select a client in a client form. The lookup field search the client by it's name an shows the name in the lookup field. I also would like to pick the telephone and email in the "client"
Sub-Tags in ZOHO Mail?
Is there a way to add sub-tags in Zoho Mail. GMAIL provides the ability to Group Tags at multiple levels. Having one level is unwieldy when using more than a dozen tags.
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