Recent Topics
Getting the Record Id to appeal in the Deals Module
Hi, I am looking to get the record ID to appear on a deal record. I need to get recrod ID to appear on a document so when they are returned they can be match up with the record we hold in a seperate case management system. The record ID is uploaded to
Increasing column width in Zoho CRM search result
My company names are long, and when I search them in the Zoho CRM search, I'm not able to view the entire full name which makes it hard to select the correct item quickly. I tried reducing the amount of columns to just 1, but still the company name column
Create CRM Notes from Creator using Deluge
I sync our CRM with information from a Creator application using the zoho.crm.create and zoho.crm.updateRecord functions, passing in the appropriate Map variables. This is working fine. However, I'd like to be able to create Notes associated to CRM modules
Solution to Import PST File into Office 365.
MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users
Recording inventory purchase as an expense
Hi, Currently Zoho only allows you to enter inventory purchase as a bill and make a payment for that bill. This is a two-step process which can end up taking quite a long time to record entries. As opposed to this, QuickBooks has a feature that allows
Problem during switching between accounts
Hello, We have a problem during switching between "accounts" and "delegata accounts" in zoho mail desktop. Quite often while doing it, zoho mail app shows "Opps... A problem has occurred. Try again." It's quite annoying during everyday work. What can
Zoho Survey | Get Signature as Image/PDF
Hi All, Is there a way to get the signature as image/pdf, we currently have the Zoho Survey connect to Zapier as webhook, but the signature question field doesn't return an image/pdf value. Is there a workaround for this?
Cannot Send Email to a Gmail Account
Hello, I have a zoho-hosted email account, alex@chirochannelnetwork.com that has trouble sending to gmail accounts. But not all gmail accounts, only some of them. I've tried to figure this out with clients, and they don't appear to be going into their
Automation steps defined by embedded quiz or survey answers.
I'd like to define a user's automation workflow based on how they interact with an embedded ZOHO quiz or survey in the first email. While I can easily define steps based on users clicking a link in an email I feel like I'm missing something more robust
Automation#28 Notify Agents on Article Expiry
Hello Everyone! This week, we’re bringing you a feature that notifies your team when articles in the Knowledge Base are set to expire to keep your content relevant and helpful for customers. The Zoho Desk's Knowledge Base is an asset for customers to
Formula to calculate working days
How can this formula that calculates working days from ANYDATEFIELD to TODAY() be adjusted to Zoho CRM formula functions? CASE(MOD( ANYDATEFIELD - DATE(1985,6,24),7), 0 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,1,2,2,3,3,4,4,5,4,6,4,0), 1 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,1,2,2,3,3,4,3,5,3,6,4,0), 2 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,1,2,2,3,2,4,2,5,3,6,4,0), 3 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,1,2,1,3,1,4,2,5,3,6,4,0), 4 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,0,2,0,3,1,4,2,5,3,6,4,0),
Zoho Analytics - CRM Sync Failure
We have experienced consistent sync failures between our Zoho CRM and Analytics apps, but there aren't any details provided as to why this failure might be occuring. Please advise on troubleshooting steps so we can figure out how to restore the sync.
Zoho Desk : Field for 'Layout'
I have many different layouts on my helpdesks and I want to be able to identify the stats for each one, however I can not find the field in the raw data from the Zoho Desk datasource. I thought it might be in the "Tickets" table but there is nothing.
Possible for "Specify URL Criteria" in URL/Permalink settings to be assigned to a variable?
I want to embed a Zoho Analytics chart view as a Related List item in the Zoho CRM Accounts module, such that when one is viewing a CRM Accounts module record for an Account, the user will see the chart for that specific company. Is it possible to set
Whats App Automation
It would be nice to be able to send out an automated whats app message template on moving stages or creation of a ticket (same as you can do for automated emails). Currently only automated emails can be sent. Also, if whats app could be used more effectively
proceed with ssl certificate to use my domain
hi there i have completed the steps of creating and editing CNAME i want to use my domain.
Report inaccuracies
I just generated an Expense by Category report in Zoho Books, expecting to get the expenses as reported in the Profit & Loss statement. No so! Specific expense categories that I had added in the chart of accounts were not included in the report, and some Cost of Goods Sold categories that should not have appeared were included. The Profit & Loss statement appears to be correctly reflecting all expenses, and the Expense by Category report is not. it is all over the place! From what I can tell, the
Initiate data import using Deluge script
Is it possible to open the screen to begin the importing of new records using Deluge? So for example, my users would click a button on a form that starts a workflow action. This action would then open the screen to "Import Data for Current User Projects".
Default value from global set not working if leads comes Whatsapp
I have field called 'Marketer' and I have set default value from global set like this if it is created manually by pressing 'Create Lead' button it works without problem, but the leads created automatically from Whatsapp (Business Messaging) the 'Marketer'
Function deleted after releasing connection in Kiosk
Hi Everyone I create a Function (Automation) and link it in a Kiosk Workflow. Later, I decide not to use this function from Kios anymore, so I delete the entry in the Kiosk Workflow and publish the new Version. Problem 1: The Function remains linked until
Assistance with Survey Consent and Anonymization
Hello, I am conducting a survey that requires both the minor’s consent and their parent’s consent prior to participation. As part of the consent process, I am required to collect the names of both the participant and their parent. I want to ensure that
Execution failure when fetching a Name field from another app
In creator I have one app [Employee Directory] with a form [Employees]. One of the fields is a name field called [Name]. Here is a sample that works, if executed from the Employees app: test_Employee = Employees[Name.first_name == "Alex"]; info test_Employee.Name;
Countries and Towns - Lookup Multi Select
Hi, Sorry I'm new with Zoho Creator and Deluge. ---------------------------- Form A = Countries Form B = Countries and Towns (with relation) in a Form C, i have a lookup field "Country" and after user input, i would like to auto populate the lookup multi
Deluge Script In CRM To Deal With More Than 200 Records
Hi, I have a Deluge script, which works perfectly. We have a custom field in the Campaigns module called Total_Raised which looks at the Donation_Amount field in the custom module, Donations. The idea is to sum up the total of all donation amounts. However,
Software Integration
Good day, I trust this message finds you well. I would like to find out how I can integrate Zoho Expense, Zoho inventory, email and collaboration, Human Resources and marketing onto our current plan with Zoho Books.
Zoho Survey - Respondent User Portal - RealTime & Response Access
Hello everyone, I have two questions which I would appreciate your guidence on. 1. I have written to Zoho and they tell me no REAL TIME API access is available against completed surveys. From what I gather the only way to get these in real time is to
Zoho Sheet View
Hello, Is there a way to either customize the columns that appear in Zoho Sheet View, or else show all columns?
Email alias to create task in a specific task list
How do you create a task by emailing the email alias to a specific task list? I just tested this, and it just created the task in a 'General' task list - 'General' did not exist before so it has created this. A project might have multiple task lists and
Mapping a custom picklist to another picklist when creating a connected record with a workflow
Hi, I have some workflows that move records between pipelines, the issue is that when setting up the workflow that creates the connected record, there is no option to map the value from a picklist in one pipeline to another. Please watch: https://www.loom.com/share/4e5fa969b21043748414154c036cdd47?sid=dca0fd16-73f2-4fe6-a9d3-7a4c0c40c2e6
Automatic Portal invite
We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?
Search bar in portals
Is there a way to add a search bar in portals for finding Contacts or Deals in the list?
Announcing Multi-language Support in Zoho FSM
Zoho FSM now speaks your language. The much-awaited multi-language support is now available in Zoho FSM. The following languages are supported in Zoho FSM: Dutch (Nederlands) English - United Kingdom English - United States French (français) French -
Workdrive Oauth2 Token Isn't Refreshing
I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so
Approval Processes Issue
Hello, I have a significant issue that could potentially cause serious problems for our company. We have developed a new module that we use as a payment request module. In short, payment requests are made through this module and are approved by different
Does Zoho Sheet "Save as PDF" support Thai font?
Hi I want to download Zoho sheet as PDF Document. In the preview it looking good but when I dowload it the font is look different. I use "Cordia New" but the result look like it swtich to "calibri". I try to use "Print" then select printing destination
how to create view in leads module to that will show all leads + converted leads?
is it possible to make custom view that combine all leads + converted leads? how to do that
Global Subforms
Hey 👋🏼 We have a few subforms to calculate detailed offers for customers of car dealerships. These subforms are used in different modules and we need to create snapshots of them in different cases for documentation reasons. For example, an approved
Guidance on Making Zoho Desk Connections Available for All Data Centers
Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on
Associate Potential with Purchase Order
Dear Zoho Team I'm looking at associating a Potential with the various Purchase Orders that are issued to Vendors for that specific Potential. This would be of tremendous use at a later stage. Is this possible? I have tried looking at mapping dependency fields, but couldn't find a solution. Please advise.
Issue with Zoho Books /Zoho Inventory Support Team
Oh my goss! This ticket just got closed without a solution/response?! (attached screenshot) That is so pathetic. I thought I could keep impartially all tickets tracked in your help website. Do I need to track issues raised to zoho support team in a separate
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