Contacts 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 from
Copy 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 change
What 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. Thanks
Can 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 you
Is 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 do
hello, 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 meet
Auto 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 How
Heading 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 it
Customer 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 field
Balanced 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 Check
Add 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 (showing
Mail 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 99
Advanced 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 can
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 Record
FIELD_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 trying
Email 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 under
Access 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 Rodr
Moving 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 based
Changing 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 though
Error 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 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...
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