All forms APIs are throwing error
Hello, I wanted to find out "Erecno of the employee" to fetch leave details of an employee (I don't know why there is no flexibility of fetching details based on employee id, which would be much easier), so I tried to fetch the details using Fetch RecordFIELD_IN_CRITERIA_NOT_AVAILABLE - BULK READ API PYTHON
Hi, I'm trying to test the Bulk Read API using python by using the python native code that are available on: https://www.zoho.com/crm/developer/docs/api/v2/bulk-read/create-job.html I do have access to bulk.all but I'm havig this mensagem after tryingEmail Template to multiple "Contacts" using info located in "Potential"
I'd like to email a list of "Contacts" using details found within one specific "Potential". The contacts aren't linked to the Potential. If I setup an email template in "Potentials" then I can't email all the contacts. If I set the email template up underAccess to tables from Analytics?
I have Analytics as a white label. I am making a dashboard for a client, but do i have to give him access to the tables? It seems more logical to me to give access to reports and dashboards. what experiences can you share with me? Regards. José RodrMoving the login icons
Why would you move Invoices from a front page and easy to reach section where we click, to now having to scroll several screens just to get to the program. You grouped them in finance but it is far down the page. Can't OUR apps float to the top basedChanging margins for part of a document
Midway through a document I needed an image to fill the whole page, so I changed the margins on that page to none. Now I want to reset the margins on the following page to normal, but every time I do so it resets the previous page as well even thoughError in integrating Zoho CRM and Zoho Social
I am integrating Zoho Social in Zoho CRM. I am getting an Error - "Error while creating Brand. This portal is already mapped to another CRM account" (attached is the screenshot). Please guide how to fix this.How to convert zoho.currentdate to a Creator date field?
data_map = Map(); data_map.put("Arrived_at_GS",zoho.currentdate); info "Output from zoho.currentdate: " + zoho.currentdate; info "Output from creator.getRecordByID: " + zoho.creator.getRecordById(zoho.adminuser,zoho.appname,"All_Production_Tickets",input.ID,Loading user info to fields from Zoho Desk
We are using Zoho Forms in the HelpDesk via embedding. This is to allow for an improved UI, guided submission process. However, we would like to have contact fields (name, last name, email) automatically loaded for logged in users. Is this possible since[API] Create contact with account details when creating a ticket
Dear all, When creating a ticket through API we can set Contact Details, it creates the ticket and the contact (if the latter do not exist). However when I add accountId in the contact section it fails with the following error: { errorCode: 'UNPROCESSABLE_ENTITY',I don't understand anything of Zoho's API
Hi , I have some things to do but first PSA : I don't know anything about C# I don't know how to use Zoho API I don't understand anything about it (Zoho API) I don't know how to generate token The things I have to do is in C# : Generate token ConnectDeals - Potentials
Hi all! Somehow our url in "Deals" changed to "Potentials" and Deals don't open anymore. What can we do in order to make it work? Thank youWhere can I find my sent e-mail sent through Zoho Books?
Hi! I can send e-mails via zoho books, but where can i find and consult my sent e-mails throug Zoho books? Thanks! SandraAllow renaming of aliases in Queries
We normally need to update a query's alias and having to go through all the graphs and tables that uses that alias and deleting them from there just to rename them is quite a hassle. Hopefully, Zoho creates an update that will allow us to rename withoutTask Consolidation
Is there any way to get a consolidated view of all task from all of the Zoho Apps? My current work flow is to log into a master list to get an overview of what I have to accomplish for the day. I'd like to be able to do the same thing in Zoho. ThankHow do I sync Zoho Tasks and Zoho Projects?
I have integrated Zoho Projects into the CRM, and I can see its module. I can also add projects in accounts and deals. What I'm trying to figure out is how to see my tasks from Projects on my CRM Home Page. The box that says, "Open Tasks," will onlyUsing a form for generating a link to a form with filled field alias
Hi, I was wondering if there's a chance having a form where you fill in some "field alias data" to generate a link to a form filling those field aliases. Let's say you have a prename (p) and name (n). The form allows to send this with ...LINKTOFORM?p=...&n=...How to grant other Roles (other than admin) the right to regenerate a pivot report ?
Is there a way to grant other Roles (other than admin) the right to regenerate a pivot report? Maybe I am completely missing this in the Roles/Permissions back end.Any advice/expertise as to Sage 50 (UK) integration with Zoho One apps
Hi there; My organisation is looking at integrating Zoho Books/CRM with our Sage 50 (UK) accounting. I've been shopping around and there seemingly a range of services available. Was wondering if anyone here had experience to share with these third partyHow to add Zoho Forms into the Desk Customer Portal
Hello, We would like to prepare a special customer form ( This form will be dynamic, so I need to use Zoho form, Advanced web form inside the desk is not suitable for us ) and to integrate this form to our desk help center. 1- The customer must sign inCRM and Recruit Intergration - Converting Candidates
I am using Zoho One for my recruitment Agency. I am currently storing potential candidates and clients in the lead list on the CRM. Only candidates I have qualified personally and I have their resumes are going under candidates in recruit. Once I haveWhere to find the Custom fields limit?
Hi, I want to add custom fields in Zoho one edition but before I do that I need to know is there a way to check the allowed number of custom fields and the maximum limits for the different types of fields, especially for check-box and lookup fields? IfUSD payment button/link for Zoho Commerce India site?
Hi, I have a Zoho COmmerce India site and my shop can only have INR as the currency. But I also have international customers who want to pay in USD. Is there a way I can use Paypal (a button or a link with product as parameter) so that I can show a button/linkClient email in form of calendar event
When a client books an appointment they get an email. The email includes a button to "add to outlook" or "add to google calendar" ….. BUT is it possible to send the invite as calendar invite so it is added to the client calendar automatically? Also...Zoho One Social Facebook Groups
I get only being able to have one Brand (although I think that is silly, I am one company with 3 different websites). Anyway, but why only one GROUP. One of my brands has at least 5 groups. Perhaps instead of the brand limit, have the same number of brandMistake, pleasure ignore
not needed. I will remove the address from my list.Clean e-commerce CRM with leads & sales
Hi All, Trying to obtain the following: Leads are entering the system from various sources (SalesIQ, Website forms, Emails etc) and sales orders are entering the system directly from our e-commerce store, which is running Woocommerce. My goal is to keepRecording a fixed asset
I want to record a purchaser of a Printer. If I enter it through the Bill, there's no option of recording it as a fixed asset. If I try to make it an item, I am again not finding the option of putting the fixed asset in account. Pls helpShowing sales for a period in CRM from Books
Hi, Looking to find a way to show sales year to date (or whatever time period) on the accounts page in zoho CRM puling the data from Zoho books. The defualt section that appears shows sales over all time, but cant be limited to a resonable useable timeframe.Keep Applications under the ZOHO One UI
Hi, sometime it happens, that from the ZOHO ONE UI an app opens in its legacy (in ots own) UI. This confuses our users. Is it possible to prevent this behaviour, or if not possible, is there a easy way to get back to the ONE UI from the applicatio specificCreate a flow when an invoice gets marked as sent
We want to create a flow that runs when a Draft is Marked as Sent, but hasn't actually been sent. We have a problem where some invoices are automatically "Marked as Sent by Mike" when we look in the invoice history, and noticed that these invoices aren'tEmploy Forums with voting support
Hi, Zoho Desk comes with forums that allow voting. This is good, when Ideas you want to collect and evaluate ideas. However, these forums have a different UI when used from internal accounts. Is there anywhere else a forum, that can be used for employeesCan we fetch data from ZOHO CRM into a application under development?
I am a student and our team is given a project by a real client to develop a mobile application. The client has his data in zoho crm and want us to fetch the data (like info about his customers) in the mobile application and also push the data collectedLocation mapping with RouteIQ in Zoho CRM?
Hi there, New user to Zoho and RouteIQ here. We are trying to use RouteIQ to visualize our customers and plan our routes using our customer list that we've imported to Zoho CRM using a CSV import. We have the address listed in the account record at both#SolutionsTalk - Free live webinar on "Gateway to Great Financial Management: Balancing Cost & Growth"
Hello everyone, Zoho Books is launching an all-new "Solutions Talk" series where you get to interact with industry experts and discuss business specific use cases, trends & insights. Here's the first one: "Gateway to Great Financial Management: BalancingZoho One - Workflow trigger not working
Hello, i have a workflow Trigger that is not working. Can someone tell me what i am doing wrong or if When trigger is not working when you select two options. its seams like to me when two options are selected and "any" of above it selected it never runsHow to trigger 3 tasks on competition of a task in Zoho Projects
Problem is very simple, How to trigger 3 tasks on competition of a task in Zoho Projects User should have get an notification in projects as well as through project bot in cliq. I'm not talking about email notifications here, those can be discarded. InBuilding a system for award judging.
I need help building a system inside Zoho to judge awards. I think Zoho has all the right "plumbing" but it's hard to know how to hook the pipes together. The system I envision has 2 parts... 1. Collecting entries I want to build a form or a Creator applicationZoho People: How to disallow access to deleting a timesheet after it has been approved
A user created a timesheet. It was approved. They then deleted it and resubmitted a new one. Is there a way through access control in roles to restrict users from deleting their own timesheet?Integrate formula field in ZOHO FORMS with CRM number field
Hi everyone, I have a formula field in the form wich calculates the age of a person. The output is a number without decimals, I have a field called "age" in my CRM lead module, it is a number field. The problem is that Zoho forms doens´t allow to integrateNext Page
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Greetings to all Zoho One users out there! We're excited to inform you about the new features unveiled in the Admin Panel of Zoho One recently. Here's a brief account of each of them. Device Authentication: Manage the desktop login of your device withUpdate on the "Reset Password" flow enhancements
Greetings, Zoho One Admins! This forum post is for every admin user who signed up before March 6, concerning a couple of changes in the Reset Password flow, which are set to take effect from June 4. The current flow allows a Zoho One admin to reset theInvite to the grand workshops hosted by Zoho Finance across the USA
Greetings! This post is to apprise you, the Zoho One users, of the news of Zoho Finance's workshop scheduled for over a fortnight in the US (from 12th Oct to 24th Oct). The workshop consists of a carefully planned series of masterclasses, which containDesignation
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A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areasHow to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________Feature update: Advanced security settings
We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists
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