Prevent double records from Zoho forms into Zoho CRM
Hi all, We've been using Zoho forms to receive client information. THis data is stored in Zoho CRM through the integration option. all working fine. Sometimes data from clients changes or new products are requested by filling in another form later on
How to extract Email address from string (Deluge)
The task was to extract an email address from a string variable, or any text-based field. It is usually done in javascript using regular expressions. Surprisingly, Deluge allows to replace substring using regular expression, but do not allow to search substring using regular expression. OMG. I finally came to below solution. It works. string GetEmailFromText (string Txt) { /* Extract first email address from the text Txt */ original_text = input.Txt; EMAIL_REGEX = ("[a-z0-9!#$%&'*+/=?^_`{|}~-]+(?:\.[a-z0-9!#$%&'*+/=?^_`{|}~-]+)*@(?:[a-z0-9](?:[a-z0-9-]*[a-z0-9])?\.)+[a-z0-9](?:[a-z0-9-]*[a-z0-9])?");
Zoho Desk Issue with new messages
Our team is experiencing an error when a new ticket is created. We receive the contact information but no message. It displays the message below. Any help is greatly appreciated. "Content is not available. Please try again after some time.".
Cannot print Zoho Form without hiding select fields.
I am trying to print my Zoho forms or send them as PDF to clients, which is not a problem. However, the fields that I have hidden (set to show only when certain dropdowns selections are chosen, omitted from filling etc.) are all being displayed, there
Zoho Forms , Is there a way to import data fields to my form?
I have csv file with some fields data , which I would like to import to my form. I couldn't any info about importing . Thank You Ayman
Filter Contacts by Account fields
Hi, How can I filter Contacts by Account fields? Example: Filter Contacts by Industry criteria. Thanks in adavance, Rui
Allow user to add/remove certain fields dynamically
Greetings I'm working on an app that's going to contain a form to describe acts of a story, i want the user to be able to add and remove acts as they see fit. something similar to what subform field in zoho forms offers (attachment ss) with one exception
When this will be updated by Zoho Notebook ?
I am a user of Zoho notebook for couple of years now and i had migrated the notes from Evernote, but most of the earlier TAGS which are useless and there is a need for editing the TAGS as per the customization which we did with Zoho Notebook , How we
Customizing Zoho CRM: Exploring Fields, Modules, and Workflows
Hello everyone, I'm currently exploring different CRM options for my small business, and I'm considering Zoho CRM as one of my top choices. However, I still have a few questions that I'm hoping the community can help me with. Firstly, I'm curious about
Zoho Books Offline
i would like to know if there will be a option to use zoho books offline since im a lot on the go & not always have the best connections it would be good for desktop version too
How do you create a parent item in Zoho Books
Hi, I sell several types of products which fall under Kitchenware. How can I create a parent of item of Kitchenware and then children for the various types of items that fall under it? Thanks
Zoho Mail Desktop Helper High CPU Usage
Having the issue on my Mac the last few weeks with Zoho Mail - Desktop Helper opening multiple instances using half the CPU usage on my machine. If I close out the process, the mail app won't work. About to have to change to a different platform if this
Is it possible to add custom submission buttons to creator forms?
Greetings I was wondering if it's possible to add custom buttons to my forms in zoho creator. so beside the default submit and reset buttons i'd also create a "submit and new" button that has custom action. is that possible? Thanks
A peek into Deluge's file functions
Hello everyone, Recognizing the importance of files in Zoho products, Deluge implements FILE as a unique type of data. It also comes with a set of built-in functions that operate on FILE data type to identify the properties of files, zip or unzip files, and more. In this post, we will cover Deluge file functions that let you work with your digital documents using Deluge. Files in Deluge Files in Deluge must be fetched from the web or cloud service. It doesn't operate on offline files. The following
Missed Chat Notifications in Desk
Hello, I know we can add Missed Chats to our Starred Views, However is there any way to set up notifications sent to a specific email address letting us know when a chat is missed.
Any call+SMS (as all-in-one) extension for Zoho CRM?
I've been researching this for a few days now and still have a question: is there a single plugin that integrates both calling and SMS? I see dedicated SMS extensions with no calling and I see lots of VoIP services which people use for calling via Zoho
No of records in bigin
Why is number of records limited in zoho bigin? express plan has only 50k records premiere plan has 100k records Why is it not unlimited records? What does it mean by records?
How to remove Workdrive Add-In in Microsoft Office Apps
Hello, The Workdrive Add-In on Microsoft Office apps is very frustrating in that the little dialogue bubble that pops up to let me know if anyone else is in the file, when the file was last modified, etc. is covering up parts of my document while I'm
Default Payment Method to bank trasnfer instead of Cash?
Hi All! I noticed that all the payments we have been recording are "Cash" (current default) instead of "Bank Transfer". We don't do cash payment, its ALWAYS bank transfer. Actually, all the payment we have matched to invoices, have been done through the
Why is Leads treated separately to Contacts and Companies?
We are mew to Zoho so forgive me if this is a stupid question! We are trying to understand why "Leads" is called "Leads" and this is separate to Contacts and Companies? We are used to inputting new contacts straight into the CRM system as a company but
Kaizen #73 - Portal #APIs [Part II]
Hi everyone! Welcome back to another week of Kaizen! In continuation to our previous post on Portal APIs in Zoho CRM, we will discuss more on user groups and users this week. Let us consider the case of the automobile industry. In such a case, you may
How to make Knowledge Base public so that I don't have to invite users to view
Hi, I'd like to make my KB completely public, so that my customers do not need to log in to a portal to access it and I don't have to actually invite my entire customer list to the help center. How do I accomplish this?
Hosted Payment Pages auto Email on Error
Is there a way to create an automation to alert the admin user, through email, that a customer was unable to subscribe to a plan through a hosted page with the reason that the subscription failed? Like on the Notifications>Organization: "(customer email)
Zoho Books/Invoice: Stop an invoice from being saved that does not have every item tagged? In other words, require every item to be tagged
Is there a way to require each line item on an invoice to be tagged with a project or custom tag? Ideally the invoice would not be saved until everything was tagged.
ZOHO Flow | Add Time Ticket Entry
I'm trying to build a flow which runs whenever a form is filled in. The flow makes a ticket and adds time to that ticket. But whenever I'm trying to use the "Add time ticket entry" I get this error message from the execution time field: Zoho Desk says
Fields and Fillable Fields in Zoho Learn
Hello, while editing articles Zoho Learn I can see this dialog: How can I use Fields and Fillable Fields? I wasn't able to find any guide on this. Thank you Antonio
Grouping forms by folders
Hi! My office is using Zoho Forms extensively. We currently have 90+ forms and they are becoming a bit difficult to manage. We get along using the search bar and a separate spreadsheet we have linking to all our forms, but it would be great if Zoho Forms introduced some kind of "folders" for grouping forms. Thanks again for the great product!
You are not a part of any ZohoCRM service orgs. Please remove the scope to generate the token.
I am at the very beginning of trying to access some of the Zoho info in my C# client. I have registered my app as a self-client and now I am trying to get a token generated with scope "ZohoCRM.modules.ALL". I get an error: Generate Code You are not a
Time zones issue
Hi everyone! I'm having issues in setting time zones of Meetings. The time zone in my account (now Central Europe Daylight) it is listed as GNT +2:00 (correct), while scheduling a meeting the same time zone is listed as GMT +1:00. When I schedule a meeting
Need to trigger a workfow in Accounts module when a custom module is updated
Hi hoping someone can point me in the right direction - I have an Accounts module API (Accounts) that has various custom functions running through workflows that are triggered through create and update triggers. I also have another custom module called
Deleted Posts
Is it standard practice for zoho support to delete posts you dont agree with or for requests that have been asked for tons of times your never going to implement???? I wonder if this post will get deleted as well...
Discovering Duplicate Records
Hi, Short of using Merge and De-Duplicate or running a report regularly, I am wanting the ability to be able to see if there is an existing contact record held within the CRM if the Phone number is represented elsewhere in another record within the same
Client Script addStyle - Which CSS styles can be set?
Hello I need to restrict the image size of the image on a canvas custom record page. I have set the id of the image to TestElement1 and I can hide the element using setVisibility or change it using setImage. However, when I try to use the addStyle function
How to link Expenses to projects in Books ?
Hi, We have expenses for our users available in Books. In Books we have set Project and related link Purchase and Sales. What would be the best way in Books to have the expenses also available in Books' project ? Most projects are linked with the vendor,
Merge TAGS
would like to merge tags which are similiar
Page Slider on the Builder
Hi, I would like the Page Slider like we have at the top of the live app on the builder, so you can click on a page or slide and click on a page if you have lots of pages and it jumps the builder to that page rather than having to scroll and scroll to
Unable to get emails from the a VPS.
Hi So I have a VPS which with some server software which can send out emails, such as forgoten password requests, and wordpress software which sends emails like new orders etc. However I am unable to recive any emails from the server. Customers are not able to recive the emails either for new accounts or orders or anything at all. There is no errors being genrated on the server, it just shows that the email was send sucessfully, but there is not email on the recipent side. DKIM is enabled. SPF Verification
Future of Zoho Forms
Hi. I'm been testing Zoho Forms in the last 2 weeks, and reading the post of the community in the forums. I need to know what the company's plans are with this tool in the future, since I have read that there are many requirements from customers that
Checkout can't be done
Hi guys, yesterday several customers report us that checkout can't be done. Issue is related to error: "wrong address" but we think the reason is that missing Last Name in checkout. As you can see in screenshot there is two time First Name field and missing
Numerous Contacts Show up as visitors that are actually internal users
When viewing Live View AND History - we have multiple Contacts that show up as the visitor that we know are from our own employees - I've been unable to find why/how they are linked, as the contacts aren't even currently used or active contacts. How do
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