Recent Topics
way to change the interface language (e.g. to English) in the whole Zoho One ecosystem at once
Hi everyone. I had a need to create a new Zoho One account for a new company. However, since I did it from Germany, I have defaulted to German language in Zoho One interface (in all apps). Can you please tell me if there is a way to change the interface
Holidays and celebrations: Unveiling SalesIQ's seasonal theme!
The holiday season is upon us, and we are feeling all the more merrier at SalesIQ while we unveil this seasonal update. Get ready to sprinkle some holiday magic onto your websites with SalesIQ's new seasonal theme. This new festive theme will provide
Allocate emails to user in a shared mailbox
Hi, This might be obvious, but I cannot find the answer. I have 3 shared mailboxes so any team member can see the emails. Is there a way of allocating a specific email to a user so that it is their responsibility to deal with it? Thanks in advance.
Function not working if more then 1 Record is selected
Hi there! I have a function like this: string button.PCS_TempDruck_Rechnungen(string Modul, int ID) { //Do some stuff here return "finish" } I linked this function to a button in the List View and Mass/Multi-Action of the Quote Module. Arguments: Module
Assistance with Setting Default Values for Zoho Chat Custom Fields
I am currently using the Zoho Chat JavaScript API to successfully add custom fields to the chat interface. While the implementation of these fields has been smooth, I am now looking to set default values for these custom fields. However, I couldn't find
Unable to delete Junk Lead and Not Qualified from the Lead Status field
Are Junk Lead and Not Qualified default fields or something that cannot be deleted? I have gone into the Leads module and made sure there are no records using these values. Other values have a minus sign that allows me to remove them, but these two fields do not have that option.
Customer Happiness not clickable when using API
Is there a way to automatically add the Customer Feedback links when generating email drafts via the API? Currently, the feedback links are only added when generating an email draft using the UI. I tried using the endpoint described in https://desk.zoho.com/DeskAPIDocument#CustomerFeedback#CustomerFeedback_Getthecustomerfeedbackplaceholderlink
Email Alerts for New Audit Log Entries in Zoho Desk
Dear Zoho Desk Team, The Audit Log feature in Zoho Desk is a fantastic tool for tracking changes and ensuring transparency in the helpdesk. However, to make this tool even more effective, I’d like to request an enhancement. Currently, there is no option
Free user licenses across all Portal user types
Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore
Length of Call
Whenever we place a call from the CRM and we click to log it, the duration / length is not automatically populated. Can you set this up to occur? Thanks!
Tip #10: Automatically add tags to Zoho CRM records using form responses
You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include a
Using AVG in SQL Query
My current SQL Query is: SELECT "Client Info", avg("Revenue") FROM "Funded Deals" GROUP BY "Client Info" The current table that this is creating: Client Info avg(Revenue) Previous 4175 1st - New 3411 1st - Old 3013 Renew 3069 While this works as I had
OAuth with Bubble.io API Connector does not work although it is working in Postman
Hi, I am new to API programming but have successfully connected Google and Asana with the Bubble.io API connector. Also I have setup Postman and can access Zoho APIs successfully e.g. Projects. Scope used is: ZohoProjects.tasks.CREATE ZohoProjects.tasks.READ
Foreign Currency Bank Account
I have a bank account in USD zero balance but when i run the bank ledger in my company currency in AED it was shown small balance 1.31 AED , how to make it zero also ,Thanks
Notes from Custom Modules linked to Account Modules
The way our ZOHO CRM is set up at the moment, whenever a note is entered under a Task or Event the note is visible under both the Task or Event as well as in the notes section under the Account the Task or Event is associated or related to. I have a couple
UI / UX Suggestion: Allow Users to Set Colors of Flow Steps
For those of us who set up complex Flows, it would be nice to be able to color-code different paths / branches for easier future interpretation or troubleshooting. This could take a variety of forms, either highlighting the textual name of the step or
Storage Space Issue
I made a few Header templates in the CRM email that adds some fields ( 2 fields to be exact ) to the subject line, however I ran out of "storage Space" when I need to add it to 3 more members of my team. How do I solve this ? If I need to upgrade , which
Server responds internal server error when requesting token
I am trying to request for token through this url https://accounts.zoho.com/oauth/v2/token I use postman to do this, but everytime I send a request it gives me a 500 response with no messages in it. Below is the screenshot of what i am trying to do. PLease
Task Timer is missing
Hi, new here to Zoho... just discovered it yesterday and it looks like a really excellent application!! I signed up but seem to have actually lost some functionality since I did ?! The handy little way to update your timesheets by mousing over the task and clicking on the green clock is no longer there for me. I am talking about what is described in this post: http://forums.zoho.com/forumHome.do?forumGroupId=2266000000002001&forumTopicId=2266000000027532# Now the green clock icon does not appear.
Chronicles of 2024: The Year in Retrospect
As we close out 2024, let’s take a moment to highlight the new features and updates that have enhanced Zoho Invoice in 2024. Among the exciting enhancements, we have launched a new AI-powered chatbot designed to assist you in understanding the app's features
Zoho CRM v2.1 deprecation or sunset plans ?
Hi Team Wanted to know if there is any plan to deprecate v2.1 CRM apis https://www.zoho.com/crm/developer/docs/api/v2.1/ and if yes by when
Hide recent projects section?
Is there a way to hide the recent projects section? It's not that useful to us and never gets looked at, but takes up valuable screen real estate. Can't see an option or any button to close it. Can we do this? If not can it be added? Chris.
project profitability
I would love to be able to see my costs for non-billable tasks without that impacting my revenue budget. My project budget type is based on project and my billing method is based on staff hours. if I turn on the option to include non-billable hours in
Move data from any fields or upload files to the attachment section in Deluge.
LeadId = 4857358000014515001; resp = zoho.crm.getRecordById("Leads",LeadId); file = resp.get("Upload_Test"); filelist = List(); if(file != null) { file_Id = resp.get("Upload_Test").get(0).get("file_Id"); getFile = invokeurl [ url :"https://www.zohoapis.com/crm/v7/files?id="
How to shortlist a lead's open tasks in ascending or descending order, close all open tasks from oldest to newest, and create new tasks using Deluge?
//LeadId = 4857358000014515001; optionalMp = Map(); optionalMp.put("sort_by","Due_Date"); optionalMp.put("sort_order","asc"); related_tasks = zoho.crm.getRelatedRecords("Tasks","Leads",LeadId,1,200,optionalMp); for each task in related_tasks { // info
Kaizen #124 - Manipulating Subform using Zoho CRM APIs
Hello everyone! Welcome back to another post in our Kaizen series. In this post, we will discuss how to manipulate the Subform data using Zoho CRM APIs. Subforms A Subform is a data section embedded in the primary form to collect details related to the
not able to accept the Invitation
not able to accept the Invitation
Credit note
By mistake I issued credit note in Jan 2025 for the invoice related to Dec 2024. Now I want to delete this credit note but anable to do so. Need help in this
Announcing a significant enhancement for Zia Presentation: Personalize the data and distribution of your sales deck
Dear Customers, We hope you're well! There are two aspects to being a salesperson: Selling and reporting. While the former is the job itself, the latter helps salespeople evaluate their performance from time to time. This evaluation doesn't just help
Client script: Can not choose a date field for an onChange field event
Hi Zoho Team Why can't I choose one of my date fields to trigger an onChange event? Is this a client script limitation, or something wrong with my instance? If it is a limitation, is this mentioned in the documentation anywhere? Thanks. Marcus
How I can add customized Invoice
Hi, I wanna use a customized Invoice, how i can add that
Need help with KPI Widget on Dashboard
What I am trying to accomplish seems simple, but I cannot figure it out. Please help. I would like to show in a KPI Comparison Widget: Number of Meetings (CRM) Held in Last 30 Days compared to Number of Meetings Held the previous 30 days (from the date
Explication sur comment mettre en place des règles d'affichage ou "layout Rules"
J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un cas
Zoho Learn - Public Courses
Hi guys, How can a non Zoho user enroll for a public course? cheers
[Free Webinar] Building intuitive UI/UX with HTML & ZML in Zoho Creator - Creator Tech Connect
Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
Add Ability to Designate Decision Branches as "Error Branches"
Zoho Flow gives the ability to track down, troubleshoot, and fix errors with the Status and Filter dropdowns in the History tab. This works well for when a "normal" Flow action registers with an error. However, there are other times where it would be
Need to send message to slack channel from zoho people form
- I have setup slack connection in zoho people, it is successfully showing connected - I am using connection name to send message view custom function, but it is not working: response = invokeurl [ url :"https://app.slack.com/client/T78002gHF/C089773324"
Depreciating the assets in books
How can I record the depreciation of assets using zoho books? For example, I purchased laptop for 1200 $ and paid it through my bank account. 1000 $ asset gets added under laptop category. I judge the life of laptop as 2 years, which means my laptop value
Possible to change Deal Stage via Deluge function in a Workflow automation when there's a Blueprint implemented for the pipeline?
I've configured a Blueprint for my Deals module pipeline. I want to change the Stage value for a Deals module record through a Deluge function in a Workflow Rule, but I get this error message: "Deals record update response = {"code":"RECORD_IN_BLUEPRINT","details":{"api_name":"Stage"},"message":"Stage
Darshan Hiranandani : Feature Request: Allow Uploading Edited Meeting Recordings for Attendees
Hello everyone, I'm Darshan Hiranandani, wanted to propose a feature that could be useful for meeting organizers. Would it be possible to allow meeting organizers to upload an edited version of the meeting recording? Here’s the use case: many of us tend
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