Recent Topics
Accounting on the Go Series-56: e-Way Bill Module in the Mobile App – A Handy Solution for Indian Businesses
Hello everyone, Managing e-Way bills just got more convenient with the Zoho Books mobile app! For businesses operating under the GST regime, e-Way bills are essential for tracking the movement of goods. Previously, you had to log in to the web app to
Why Zoho Campaigns have massive more limitations like other software?`
Hello, it was a time we managed +300 zoho campaigns accounts. But after only 3 years we handle now only +70 accounts. The reason? Because other solutions integrate much faster new functions. And not only this: They do not only release a new function -
Limit tasks per due date
I am trying to figure out a way to limit the number of Tasks users can set on any given due date. But the number of tasks will differ for different users. Example - User 1234 will be permitted 100 tasks on each due date User 5678 and User 9012 will be
ZOHO CRM API changing timestamp format
I'm working on integrating ZOHO CRM API with USM anywhere. USM anywhere supports only a few timestamp formats. the current timestamp format( yyyy-MM-ddTHH:mm:ss±HH:mm) is not supported by USM. Is there a way I can change this format to for example(yyyy-MM-ddTHH:mm:ss)?
Formula field update
In a Blueprint, I have a stage called 'Plan inspection date'. At this point there is a fork, which depends on the number of days between now and the installation date. If there are less than 21 days, then the inspection should be planned urgently, if
Automating Employee Birthday Notifications in Zoho Cliq
Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
Accounting on the Go Series-55: Seamlessly Add New Vendors While Creating Transactions from Scanned Documents
Hi there! We’ve made handling documents and vendors in Zoho Books even simpler. Now, when you upload a document and scan it, if the app detects a vendor that isn’t already in your organization, you don’t have to leave the page to add them manually. With
Surpress Zoho warnings in Customer Portal
I'm experimenting with the Customer Portal. When I log in as a customer, this message shows up, completely covering the menu bar at the top. Can such messages be surpressed? I know, it is very easy to get rid of it, but when I demonstrated the portal
Default Sorting on Related Lists
Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created
Send email to all contacts related to a module
My use case: I have a module named products, the records of which contains a related list of contacts associated with subscribing to that product. In cases where i need to trigger emails manually to give specific unprecedented updates of that product,
Custom Modules Support for Zoho Creator Integration
The title says it all. We have to create custom coded widgets for every little thing because this is not supported. Zoho Creator does not support custom modules. Zoho Forms does not support Multi-select-lookups. The point of Zoho is to not have to code
C# SDK net8.0 compatibility
The NuGet packages seem to be targeting .net4.6.1 only. Are there any plans to target .net8.0, which is the current LTS version? Which package should I be using to interact with the API when targeting .net8.0, if any? If the SDK does not readily support
Notifications
I am facing a problem with notifications, the mobile crm app does not notify me at all for any mail, task, activity, ... etc., the web is slightly better as i can see a notification on the bell icon however with a delay from real time and without a sound,
Disable All
I want to disable all the fields on the form when it loads. I know there is a way to do this by listing all the fields as follows: disable Name; disable Address; disable City; ... I have over 50 fields on my form and i am wondering if there is a single command or way to just disable all fields on load. On load = disable All Thank you for any help.
Zoho Mail - CRM Widget
When I click on Associate this email to a contact within the CRM widget, I get "Oops! Something went wrong". This happen when I try to associate an email in a shared mailbox. The widget detect correctly the contact and show his informations from the CRM
Kanban View for Projects.
At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.
Feature request - export as video
Export presentation as video. I think that it would be super useful for many users. Thanks
Display Company Logos in Pipeline View
To improve deal management and enhance usability, we propose adding the option to display the associated company's logo directly in the pipeline view. Currently, users can only see the deal owner's avatar, but having the company's logo would make it easier
Attention: Scheduled Maintenance at US DC on Dec 19, 2024
Dear Bookings users, We would like to inform you that we've scheduled maintenance activity at our US data centers on Thursday, December 19th, 2024, from 5:30 PM to 5:45 PM PT. During this period, Zoho Bookings will be completely unavailable for the accounts
StatusIQ
Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten
Set Display for Numbers/Currency/etc with Client Script/Customization in Canvas List Page
Is it possible to set a display mask for a number/currency field using Client Script or customization? I have custom fields that I would like to keep the decimal places for calculation purposes, but do not need them displayed to the user. So 101.3568
Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early Access
Filter Criteria - Default Option for text fields should be "Contains" and not the current default "is"
When in a list view and filtering by an input text field it would be a lot more helpful to have the default criteria be "contains" instead of "is". The "is" criteria is too specific and I'm forever changing it to "contains" in order to use the filter
Getting email status through api
Refer to code below for getitng status of mail sent through CRM any modules. You can get the subject as a key in each response, so if you want to filter a specific email you just put an if condition for that. Note that the status will be given as a JSON
How to refresh/update module fields in
Hi, I created a Workspace for CRM years ago. Since that time I've updated the layouts in several modules in CRM but Zoho Analytics displays the previous state fields only. How to refresh the module fields to reflect the actual state in Analytics? BR
Présentation d'une nouvelle fonctionnalité de webinar à la demande
De nos jours, les gens s'attendent à un accès instantané aux informations et aux ressources, qu'il s'agisse de divertissement en continu ou d'apprentissage en ligne. Conscients de cette évolution, nous sommes ravis de vous présenter une nouvelle fonctionnalité
An accurate email totals report
DOes anyone know how to create an email totals report that actually works? I am running the outlook integration and if I count the actual total number of emails that I sent last month, it is ten times higher than what zoho reports.
Settings - Time Display 12-hour vs 24-hour
Hi All This is probably a question for developers as it only seems to be an issued on applications published from Developer account to client accounts. Usually a client would update how they want to view their time (12-hour vs 24-hour) in the Settings
AMP HTML in Email Templates on Zoho CRM?
Hello Team! Is it possible to add AMP HTML features to the email tempalte in Zoho CRM? Im using an external service to create tempaltes and they provide me with AMP HTML features, or dynamic HTML modules. But when I try to add them to the Email template
Error : Bin Locations Provided are not valid
1. We just moved our data from the US to Indian Data Center 2. Now, in one of my organisations, I am unable to save invoices or purchase bills for items and it shows an error 3. Irony is, we dont' even use Zoho Inventory. Operations are completely on
[FREE LIVE WEBINAR] Maximize the impact of your marketing campaigns using a centralized Brand Studio
Hey everyone, We're introducing a free live webinar on Zoho Marketing Plus entitled Maximize the impact of your marketing campaigns using a centralized Brand Studio. The main agenda of the webinar is to give you a complete overview of how Zoho Marketing
Trouble Creating Basic Chart for Accounts - past 6 months
We run a sports performance gym, and I want to create a chart to track member growth, by month, over the last 6 months or so. We group members under the Accounts module (e.g. a family of 4 contacts has 1 billing account). Accounts are termed "Active"
Possible to pause/control the data refresh schedule for data visualisation triggered from custom button?
In a module record view, I have created a custom button action to show a data table view from Zoho Analytics, using https://help.zoho.com/portal/en/kb/crm/customize-crm-account/custom-links-and-buttons/articles/custom-buttons. I noticed that the view
Sorting a list of record acquired from the zoho.crm.searchRecords function.
This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record. As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above contains
Creating cadences Unable to save
Hi, I'm creating a cadence for sales based on the leads module I have email templates in a folder "sales Cadence emails" when I add follow up 1 I select the email address of the user the cadence is for but it won't save....why not? Moderation Update (2nd
Tab order for custom phone fields.
Our Lead records utilize multiple custom phone fields, appearing in multiple sections. The tab order has been configured from top to bottom for each section. When users create a new record, or edit one in a way that makes a custom phone field appear for
How Can i put a form in Zobot
Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !
Sales IQ needs to capture both first and last names
Sales IQ chat only has one field for name. When this then syncs with Campaigns, the field populates the "last name" field in Campaigns. However most people fill in the "name" field of Sales IQ with either their full name or their Christian name. This
Export PDF from Zoho Books via API
Hi, I'm trying to export a PDF of all the invoices from a customer in Zoho Books via API. I'm doing it this way: $url = 'https://books.zoho.com/api/v3/invoices/pdf?'; $token = "xxxxxxxxxxxxxxxxxxxxx"; $org_ID = "xxxxxxxx"; $invoice_ids = "6289710000XXXXXXXX,62897100000YYYYYYY"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url . 'authtoken=' . $token . '&organization_id=' . $org_ID . '&invoice_ids=' . $invoice_ids); curl_setopt($ch, CURLOPT_RETURNTRANSFER, true); curl_setopt($ch, CURLOPT_HTTPHEADER,
is there a way to tag the form rule? so that the email workflow can be sent through zoho begin for that perticular response?
I have a form rule; based on which the response like a program to be sent via begin workflow. How do i do that?
Next Page