[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 Connect
Deals - 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 you
Where 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! Sandra
Allow 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 without
Task 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. Thank
How 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 only
Using 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 party
How 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 in
CRM 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 have
Where 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? If
USD 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/link
Client 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 brand
Mistake, 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 keep
Recording 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 help
Showing 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 specific
Create 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't
Employ 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 employees
Can 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 collected
Location 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: Balancing
Zoho 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 runs
How 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. In
Building 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 application
Zoho 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 integrate
Careers Site & Jobs
Hi, Is it possible to categorize job advertisements in the careers site into two categories? E.g. at the top of the page we have 'Active Jobs' then at the bottom we have 'Past Jobs' or something similar. Instead of inactive or past jobs being removed
I charge customer a "shipping charge", carrier charges me that total. How do I correctly journal...
As the title mentions, for example: I charge the customer $100 for shipping on the "shipping charge" box on the invoice. I receive a UPS bill for $100 that I mark under the postage account in expense. In the journal, I will see the $100 which will be
Can't delete recurring task in Zoho CRM
We have a few monthly tasks that neither the task owner or me (admin) can delete or prevent from recurring. This happens with a couple of different users. Here's what is happening when I try to edit the recurring task: I turn it off: I get this message,
404 Error
Hi, I am getting a 404 error from a site I've just created on Zoho and am hosting on afrihost. Please urgently assist
How to assign different products to different users?
Hi Guys, We have a demand that only certain products are visible to certain users. The rest of products are not available to choose in the quotes and sales orders modules. Any idea to work this around? Thank you very much in advance.
Getting data from zoho reports with api
I want to get zohocrm report data with api and send mail. I am asking is there any document or way to getting data from zoho crm reports with api
Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.12
Hi, "JunkMail rejected - sender4-op-o12.zoho.com [136.143.188.12]:17271 is in an RBL: Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.12"
Unable to Add Email Alias
I have a ZohoOne account, but the system gives me an "Unable to Process Request" when I'm trying to add an alias. I want to add an alias for each Department, but it looks like it's limiting me to 2 only even though I have a ZohoOne account.
Conversion Rate
Hi, Looking for some assistance... Im looking at a pivot table, whereby I have lead types (eg website, Phone, email etc) grouped into the related deal stages now what I want to understand is out of all of these what the conversion % of these specific
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