Scheduling Holiday in Zoho Projects
Is there anyway whereas we schedule holidays within Zoho projects and we will receive a warning or message whether we schedule a deadline on a holiday? I want to have a warning or message if we scheduled a deadline of the project on a holiday.How to attach a file from zoho workdrive when i send and email
hi i have a question how can i attach a file when i send an email this is my code i made an invoke url but doesn´t work or doesnt attach the file that i have on workdrive thanks etiqueta = invokeUrl [ url: "https://workdrive.zohoexternal.com/external/52nKCovLv7b-LNLhw"Looking for advanced support solution for support related issues
Hopefully I can explain this correctly. I'm looking for an answer on if this can be done and if so, which app should I use. I'm currently in Zoho One free trial. We are IT focused with many different types of equipment in the field. Scenario: CustomerUsing grouping Total is showing wrong for one of grouping in Report .. strange
Hi, In report, based on requirement we have did grouping.. and it was working fine for last few months; but Today one of portal user send this screenshot. Check the total .. instead of 78 it is showing 128 , how ? Please suggest me how should i fix thisTranspose every x number
Can you help me with doing the following using Macros? Transpose Every X Number of Rows in the Zoho worksheet. I have one column saying 'A' with 1200 rows. Using Transpose will be time-consuming at each and every row. Once I select Column 'A', I wouldBad Performance at all applications from zoho
Hello, On 08.04.2022 we have extremely long waiting times for all applications from Zoho. For example, I waited 5 minutes for the calendar today. Please check your performance and improve it. As an IT admin, I unfortunately get many confirmations thatTimesheets for Administrative Employees
We currently use Timesheets in our Projects (with partial success), but the owners want employees to start turning in timesheets as well. My question is, how are you guys doing that For example, an employee has the daily job of answering phones, settingNeed help with B2C Workflow, Process, Fill out Form, Subform
First time posting in this Community! I've searched through this community and just stuck right now. I run a roofing company and want my reps to be able to submit orders that will automatically populate Material Order, Work Orders, populate EstimatesCryptocurrency payment gateway
Hi, is there a roadmap to integrate a Cryptocurrency payment gateway in zoho commerce ?Zoho Projects vs Custom CRM Module
Hello, We are looking to refine our implementation process and are open to feedback on if we should utilize Zoho projects or build a custom module within the CRM. Our desired end results are to have a system that is not only fully reportable and can assignZoho Project Support Does little to nothing
Are other users finding problems with Zoho Support? I'll often email a problem and they'll respond with stock answers like: "As requested we have made necessary changes, Kindly check and get back if there is any issue or query." I have received this exactAdd sales person to customer
Hello, I would like to have a feature to add a sales person to a particular customer, whenever an invoice is created by default that particular sales person should be added to that invoice. I am aware that while creating an invoice the sales person canRelating/Associating Records
Hi There, I am having difficulty relating/associating deals to contacts when i am bulk importing deals. I have imported approximately 10,000 contacts each with a unique number (ClientNo). Email address and First/Last Name are not unique to the record.Configuring a linked service between zoho (CRM) and Azure Data Factory
I am trying to configure a linked service in Azure Data Factory (ADF) in order to load the ZOHO data to my SQL database. I am using a REST API linked service for this which successfully connects to ZOHO. I am mainly struggling to select the proper relativeJourneys and reminder loops
Hello - I am new to Zoho Marketing Automation and have a couple of questions... 1. For the main trigger event. I want to assign an email list to a journey. Would I start with an Open Email trigger (if so, where do I assign the list?), or an On List EntryContacts not removed when syncing a custom view in CRM to Campaigns
I am syncing a custom view in CRM with Zoho Campaigns. The initial sync worked great. However, as customers are removed from this custom view in CRM, they are not getting removed from the list in Zoho Campaigns. These customers are not deleted fromCopy customisation - Zoho
This is regarding Zoho copy customisation. site Is there any way to prevent developers from directly making code changes in Zoho People production account? I understand that custom code are written within the deluge editor. However, for future changeWhat functions can be created using Workflow Rules ?
I have been trying to understand the workflow rules in projects, but there is no certain example I found knowledgeable. Please provide some real project examples so we can understand how and where we can use the workflow rules. ThanksCan i get purchase orders list filtered by two status (open and billed) in one api request?
I am trying to get a list of purchase orders billed and open in one api request but i cant, i already tried with "https://books.zoho.com/api/v3/purchaseorders?organization_id="+str(orgid)+"&status=open&status=billed&vendor_id="+str(idVendor)" , "https://books.zoho.com/api/v3/purchaseorders?organization_id="+str(orgid)+"&status=open,billed&vendor_id="+str(idVendor)",Postal code instead of ZIP
In CRM, Expense and certainly other locations in Zoho, there is this ZIp field. the Zone Improvement Plan Code (ZIP code) is US only, but we are in Germany. How can I have the postal code instead of the zip code instead ? Same Question for Switzerland for my next deployment. We have Postal Code, not ZIP. Here in CRM: Thank youIs there a way to add a chat option to the webinar?
I held my first webinar yesterday, and people kept saying they couldn't see each others questions. I see the Q&A is only visible to the poster and the host. Is there a way to make it into a chat box? Most webinars I attend, people can see each other's posts so it's like a conversation. I asked for responses about whether they could see my shared screen and hear the audio, and people responded and it showed up as a question. I'd much prefer a chat box to a private Q&A during a group presentation.Prefill data for multiple clients on one form
I am wondering if it is possible to create a form in templates (or anywhere else I can email documents from), where I can add multiple clients' names to a table, and have Zoho prepopulate the table with the client's data? I know it is possible to dohello, is it possible to use google meet instead of Zoho meet inside BIGIN
Just wondering if there is a workaround for that... some of or customers oblige us to use google meetAuto Complete field with Year and Day
Hi, I am looking at the functionality of when a date field is created, a custom function that will fill in two fields with a number for Year and Month. e.g Date Received 01/04/2022 it to fill in these records with this data Month - 04 Year 2022 HowHeading vs Text in Mega Menu
Hello When I choose a new menu item in the mega menu to show as 'Heading', there doesn't seem to any difference in appearance to show as 'Text'. I'm assuming there should be a visible difference between them. Is there something I'm missing? Does itCustomer ID (automatically generated)
Hello, for our customers we need a unique customer id for every company and for every private customer. So for this scenario we seen, that Zoho Books already have a integrated functionality for auto generated numbers. So first we setup a custom fieldBalanced Scorecard
Has anyone tried to implement Balanced Scorecard with Performance Management module?Integrating Data into our CRM
We are using ZoHo as a company. On the CRM there is the Accounts Module. What I would like to do is to pull data into the accounts module when the account record is viewed. Through an API we have written you can use a GET to pull back a Health CheckAdd accounts-related columns to tickets view
Hi, Is it possible to add a columns to the tickets view showing a field from Accounts? 'Account name' is available as a column in tickets view, but it looks like that is the only one. More specifically, I have added a custom field to Accounts (showingMail box deletion
Hi i have deleted by misate on of the user account, possible to recover the same ಅಭಿನಂದನೆಗಳು / Best Regards Ramprasad K A Aarohi IT Solutions Private Limited 1065, 16th Cross, 1st Stage, 1st Phase Chandralayout Bengaluru - 560 072 Mobile +91 99Advanced filter which support more character or excel file
Hi Team, We have the ZoHo enterprise version, and we have around 137K records in the lead module and it is increasing day by day. We have created one custom field called "Device Serial Number", Each record has a unique device serial number. as you canAll 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 sinceNext 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
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Python Code: Calling "Deals" API results in 404 Error.
Good evening, I wrote a small python code to scrape the data from a selected record and then copy the information I need into another website. We have renamed the "Deals" module to "Opportunities", however the API name remains as "Deals" which is fine.Track client progress and reminder
Hi I would like to use Zoho CRM to track my client progress and also send reminders such as assignment reminder due and schedule as well as reminder to sign Soho sign reports. I have read a bit about workflow and blueprints however I'm confused on whichHelp upgrading from Zoho Workplace
Is anyone able to assist with upgrading from Zoho Workplace to Zoho One? There appears to be no clear upgrade path. Thanks.Audit Log for Zoho One Admin Panel
Dear Zoho One Team, We would like to request the addition of an Audit Log feature in the Zoho One Admin Panel. This log should provide visibility into any changes made within the Zoho One admin panel and directory, including but not limited to: Adding,Zoho DataPrep and File Pattern configuration
I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
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Connect with Zoho users from your industry, virtually!
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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