Legend colour change after filtering
Hey I have recently started using zoho reports and I made a dashboard that uses user filters to change the values for all the charts within it (very cool by the way). My problem is that when I filter using the user filters the colours of the legends change. I really need some help with this since I need the colours to remain the same even after filtering. Is this possible and how can i implement this? Thanks in advance
Record transfer to DATEV
Hi, DATEV is a very common application used by companies to do their book keeping and tax calculation. I wonder if there is an elegant way to transfer Zoho books accounting records from Zoho books to DATEV? Any idea or approach is highly appreciated.
Workflow got stuck and doesn't seem to have any errors
Hello! We recently turned on a workflow and we realized that for some reason all of our contacts are stuck after receiving the first email on the workflow and we can't figure out why. See below a screenshot of a random contact currently enrolled in the
Can't add Office 365 Users in Zoho Desk
Hi Zoho Desk support team, good day. I would like to raise this concern we have about getting an error when we are trying to add Office 365 users to our Zoho Desk. Please see attached picture for the error encountered. Thank you.
Items - can I disable the entire module?
Hello, We don't track our stock in Zoho Books as every order is bespoke so I want to find out if I can remove this module from view entirely for one or all users? Books is creating it's own list of products from every item we add to our invoices and this
Subform report not showing related fields
I have a "Notes" subform containing the following fields: Job ID Time Notes It is linked to a parent form called "Job" by the lookup field Job ID. I want to create a report that contains fields from other the parent form and the subform. Parent form fields: Job Number Invoice Number Customer Subform fields: Time Notes I created the report with the above fields, but none of the parent form fields show any data. I created the report based on the subform. I'm not sure if I linked the forms incorrectly
Logging time on tasks for external user
Hello, On some projects part of the work is done by an external company and i need to track those times too. Currently, I created a table in analytics where i enter manually the times linked to the task id. It is really painfull though. Is it possible to log time on projects for external user (only for tracking purpose, those users do not require any access to the tool). If it is not possible, can you suggest something more efficient than what i currently do with my custom table ? Thank you in
Deluge Push Notification Error
Hi, I am unable to create a push notification to mobile apps using the following deluge scripts: notification = zoho.pushNotification("myemail@email.com", "New Request", "Variable", "Report_Link", input.ID); Error return "ID" is not defined. I am not
Unearned Revenue account
Why the system uses this account?? Balance is zero. all the transactions are related with Acc. receivables, why using this account? I haven't entered any payment using this account, now I'm doing the reconciliation and instead of Acc. receivables I see
Notification of Approval Requests
In the approval process, the standard email notifications are not being sent to the account that received the approval request. Also, I cannot customize the text of the email. Therefore, please tell us how to notify the approver that the approval request
No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked
Tengo bloqueada mi cuenta, me aparece este mensaje al enviar correros: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked Y no me recibe Favor ayudar
Quote line items: "Description value exceeds maximum length"
When adding line items to a quote, we have started getting a "Description value exceeds the maximum length" on descriptions as short as 64 lines and 2330 characters. Has this restriction recently come into place? We've been using Zoho for a year and we
Custom field in Packages Preferences
Hi, I'm customizing the Packages document, for our colleague in the warehouse. I added a custom field to added specific note. However I see that, contrary to all data type, a Text box (multi line) is never displayed. There is no "show in all PDF" checkbox
Secondary email to be default or CC in mass emails when primary is blank
The ability to be able to email to a secondary email address has become more important this past year. It would be helpful if you could have the email default to the secondary if the primary email is blank or have it automatically CC the secondary email.
♥, ★, ► in estimates PDFs - Customers LOVE it!
To enrich the estimates, we used symbols (♥ ★ ► ☆ ... ) in the articels, like shown below. Our customers love it ♥ The estimates are more appealing for the decisionmaker: ___________________ ☆ Branding: the company logo is visible on the display and therefore
Having Real Difficulty with Adwords Attribution
I have followed the steps outlined here and authenticated my google adwords account. https://www.zoho.com/crm/help/google-adwords/configure.html?src=product#Hidden_Element. I've set a conversion to be Lead/Contact is created. I have auto tagging enabled. Im having real trouble with the Step 5, Tracking. I've requested multiple demo's using the "request a demo" button, but have not had anyone from Zoho contact me at the booked time. I've added the tracking code to all web pages in wordpress. This
I'm getting incomprehensible strings when fetching API endpoints
I'm getting the response as follows, just a bunch of unknown characters. Payload is custom, everything inside payload is just the raw API return. I'm getting this with all endpoints except for the Leads endpoint. I'm using API V3. This specific return
Zoho CRM
Hi, Is there a parameter that can filter out user ids of Emails in the Contact Module? ex: Ex: https://www.zohoapis.com/crm/v2/contacts/5553499000000512044/Emails
Updates regarding Twitter API support for Zoho Social
Hey everyone, Twitter recently announced that they'll discontinue free access to the Twitter API V2 and 1.1 starting February 9 and replace that with a paid basic tier. It has now been extended till February 13th. This is to prevent scammers and opinion
How to make it to display stage specific note field for each stage within pipeline in CRM
Hi, Please refer to attachment for example For example, I had a pipeline with 4 stages. I had also created 4 new fields for user to input the note for each stage. In Kanban view, how to make it to display note for the specific stage only ? From the attached
Can't access custom Field in Ordered Products subform on Purchase Order record
Does anyone know why we can't access any custom field in the Ordered Products Subform via their API name in a Deluge Script? We can do it on invoices, quotes, and sales orders. Why not Purchase Orders?
Invalid module
I am writing COQL query on LinkingModule2 table. The query is , SELECT Products_Name FROM LinkingModule2 WHERE Id != '' When I execute it, I am getting error as, {"code":"INVALID_MODULE","details":{},"message":"the module name given seems to be invalid","status":"error"}
Latest updates in Zoho Meeting | Integrating cloud meetings and business phone systems and file sharing feature in meeting
Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing the all-new Calls tab within Zoho Meeting and a file-sharing feature. Business phone system integration You can now have a unified
open url issue
Hi Everyone, Could anyone help me, please with my issue? I have three forms: Partners, Form1 and Form2. Both Form1 and Form2 has a lookup field with Partners form>>>Partner name field. If Form1 is submitted it opens Form2, and I'd like to populate Partner
Kaizen #26 - Linking module and Multi-select Lookup fields
Hello everyone! Welcome to another post in the Kaizen series! This week, we will discuss how to add/delete values to a multi-select lookup field through linking modules via API and achieve many-to-many relationships. Your data in CRM are often inter-related. For example, you may want to associate an account with contact. You can easily achieve this through a lookup field in the Contacts module that looks up to an account in the Accounts module. As you can see, this is a one-to-many relationship.
Moving Items on SO/PO/INVOICE/BILL
Hello, On SO/PO/INVOICE/BILL moving items with drag and drop is not smooth, possible to have clickable arrows? Thanks
【Zoho CRM】モチベーター機能に関するアップデート：役職に基づいた目標の公開範囲の制限とダッシュボードのUI
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 ━━━━━━━━━━━━━━━━━━━━━━━━━━ このたびの機能アップデートにより、Zoho CRM のモチベーターにおける以下の機能が追加されました。 役職に基づいた目標の表示 ダッシュボードのUIと機能変更 ━━━━━━━━━━━━━━━━━━━━━━━━━━
Exempting Someone From Payment Reminders
Is it possible to exempt someone from receiving payment reminders? If I have the payment reminders setup and I do not want a particular invoice to be setup, is it possible for me to select an invoice to not be sent reminders? For example, if I have an invoice where the client is on a payment plan, I do not want them receiving emails about reminders. Is this possible?
No permission to execute Function (with all permissions)
I've been getting the same error after executing a function, which updates the currency exchange value on Company Details via restAPI. The error is the following: {"code":"NO_PERMISSION","details":{},"message":"permission denied","status":"error"} Since
Deluge script not working for validating a single line field
Good day, I have created a function to validate a field in the contacts module. However, it doesn’t seem to be working and I can not find the reason. In South Africa, our unique identification number is a ID Number. I am using that as the unique identifier
Migrate to Creator 6????
I would like to get feedback from existing users before I migrate to Creator V6. Those of you who have migrated, do you like it? Those of you who have not, why? My use case - I am a self-employed researcher. My company is just me, so there is only one
Deleting contacts with portal accounts
Why is not possible to delete a Contact connected to an end-user account, even after deactivation? Accounts and contacts in the Desk should be something a super admin has complete control over. What is the reasoning behind this?
zoho sheet - How do I create a list of values to choose from in zoho sheet
I want users to choose only a value on a list of items (as you can do in Excel). Can I do this in zoho sheet?
Import/transform data from one application to another and preserve record ownership
I am upgrading an application, and for various reasons it has been necessary to do so by creating a parallel application with the new forms/tables, reports, pages and permissions. I now need to move data from the old application into the new one. I created
Custom function for each row
I am still new to deluge and have never made a custom function. I am creating a custom function that totals the price field in subform entries. I have tried using "for each," but I can't grasp what the arguments are supposed to be to make it work correctly.
Filtering Drop Downs in Zoho Creator
I have a very simple app. I have a table of organisations and a table of contacts. Contacts are a subform of organisations. So I can easily create contacts specific to an organisation. As you can see in my screenshot my organisation Great Orthopaedics
Sharing dashboard permissions filter criteria
Hi, I have a question on how to apply filter criteria while sharing dashboard with multiple pages and filters on those pages should be based on different tables and columns? For example, on the first page, the viewer should see and be able to select from
Execute a function or call a function as a specific user?
Since we are not able to explicitly set Added_User (record ownership) in script, is there a way to execute a function or to call a function and have it execute as if it was being executed by a specific user?
Looking for assistance
Is there any Zoho experts in Calgary that could work with our small firm to implement this CRM? We've been stuck in the dark ages with Goldmine and would like to have a expert guide us through the change. Regard Ken
Stickers on Image Editor
Is there any way to add a custom sticker to the image editor? It's a nice option, but I'd love it if I could upload a few of my own that I could use, rather than just the provided ones. Thanks!
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