Recent Topics
Gamescope is leveling upto Motivator for Zoho CRM
Hello, As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
Get Zoho Signed Document - Conditions
Sample Code datamap = Map(); datamap.put("row_count", 100); datamap.put("start_index", 150); datamap.put("sort_column", "recipient_email"); datamap.put("sort_order", "DESC"); finalmap = Map(); finalmap.put("page_context", datamap); GetAllDocument = invokeurl
Conditional formatting based on another cell value
I am looking for an option to highlight cells which is greater than value in another cell. For example, I have planned completion dates and actual completion dates in different columns, I want to highlight cells whose actual completion dates are greater
Introducing Color Coding of Picklist Values
Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.
Calculate service cost, ticket age, and other metrics using Formula Fields
Hello everyone, Formula Field is currently available on Early Access. Kindly fill out this Registration Form to request early access. We have made an important update to the fields and layouts in Zoho Desk that will allow users to compute values within
Importing MAC files - pages, numbers, keynote
Hi we are a company of mac users - so now looking to use Zoho but it looks like we can't import any of our MAC files unless we convert them first? Is there any way we can do this?
Marketer’s Space: Supercharged Journeys with Zoho CRM Integration
Hello Marketers! Welcome back to another post in Marketer’s Space! Today, we’ll explore how integrating Zoho CRM with Zoho Marketing Automation (ZMA) can take Journeys to the next level. In this post, we’ll look at a specific use case to demonstrate how
Does ZOHO Books Support foreign accounting?
Hi everybody, I'm from Israel and have many Qs regarding using ZOHO Books and tax regulations, etc. My main concerns currently are: * Do you know if ZOHO Books provide full support according to the Israeli regulation when it comes to invoices, receipts,
[WEBINAR] Accounting streamlined for CONSULTING SERVICES with Zoho Books (GCC editions)
Hello there, If you run a consulting service-based business in the GCC, this webinar is for you! Join us as we walk you through the essential modules and features to streamline your accounting. Learn how to set up a consultancy organization in Zoho Books,
Zoho CRM Quotes module or Zoho Books quotes As a Data Source
Hi, Since there has not been any improvement in Zoho CRM or Books Line items management, i wonder if i Zoho Writer is going to add the following feature : - zoho books data source - zoho crm Quotes source
Performance Management
I exported the employee-wise KRA and competency details, I observed that some employees details were not exported. Also, those who are on non-users data are not showing under appraisal
Is it possible to DISABLE emailing invoices?
My husband's not real computer-savy. I've set up Zoho so that he can enter invoices for his customers, but I don't ever want him to accidentally send an invoice before he's reviewed it. Up until recently, emailing an invoice would send it to me (I don't
Zoho form calculate date
Hi, which formula can I use so when guest select move in date is Monday 1/Jan/2024 and select 28 days, zoho will return move out date is Monday 29/Jan/2024
Embedding a Zoho Learn portal into a Zoho Creator app
Does anyone know how to embed a Zoho Learn portal into a page in a Zoho Creator app please? My portal URL works fine when I just paste it into a new browser window. But when I put it into an HTML snippet in a page, it says it "refused to connect". The
Questions about file size limits
I'm looking at the limits published on this article: https://help.zoho.com/portal/en/kb/zoho-learn/general-1/image-and-file-sizes/articles/file-upload-sizes#Knowledge_module. I want to clarify my understanding of the limits. 1) Example: if my course has
Where do I get/create the API Key for my zoho app to talk to zoho calendar
So I manage to cobble some code together, but how I sort out the API side things to get the app and zoho calendar to communicate with each other.
Changing Default Email view
Hello! In the CRM, the default view of Emails in Deals its the Deals itself. It is handy that one can change it to see Emails associated to the Contact associated to the Deal. This is the way we will mostly operate. Is there a way to set this behaviour
signature on PDF too large
Hello, I've set up a record template for my form so that I can print PDFs in the format that I need. My forms need a couple of signatures from our internal staff - BUT the staff do not sign the form directly... Instead, I have a separate form that each staff person signs (one record per staff person) so that their signature is readily available for their regular reports. So, this means that on the form (the one that I create a PDF from) there is a look-up field where the staff person selects their
Problem passing map to function
Sry for the long post. Including all documentation. Zoho is triggering the following error when I try to pass a map to a function, and I can't figure out why: Error during validation: Error at line : 14, Function specified in criteria has returned null
Api Integration
We are not able to do twilio WhatsApp call or SMS with Zoho.
custom module in crm be linked to desk ticket
we have an asset custom module i would like all assets assigned to an account to be seen by the contacts on desk so the can link a ticket to an asset that linked to the contact or the account say a laptop assigned to them or a communal asset like a projector
Now connect your existing WhatsApp business account with SalesIQ
We had a great response from our customers for our SalesIQ - WhatsApp channel that we released a while back. The WhatsApp channel used Twilio, a third-party app, to connect your SalesIQ portal to WhatsApp. However, there were a few limitations, and one
Create a standard Vendors module and integrate it with Zoho CRM
I'm aware that Desk was initially developed to handle support communications processes where ticketing is needed. However, through many client deployments, my experience with Desk is that it can be effectively utilized for almost any communication process
Zoho Desk Custom Module Sync with Zoho CRM Custom Module
It is great to see the new Zoho Desk custom module feature, thanks for this enhancement. My questions is that if there is a same custom module in Zoho CRM, can I map that custom module from Zoho CRM to Zoho Desk? Just like account/contact/product, the
Link Zoho Desk tickets to custom module on Zoho CRM
Hi, We are currently using Zoho Tasks on CRM as Zoho Desk doesn't let us link tickets to specific site records on Zoho CRM based on a custom module. It can match to Zoho CRM based on an email address but this is not of use to us in our setup as the email
Undo the recent mass update done
Hi My last action is a mass update done to 500 deals , which was done erroneously as the filters weren't selected correctly. Can the last log be undone urgently
Does Workflow Critera support multiple values when using contains?
I'm trying to set up some advanced routing/assignment workflows based on product and would also like it to assign based on keywords in original emails/description. When using the criteria in workflow, I noticed the operator includes contains and then
Power of Automation :: Automatically schedule a Zoho Meeting when a Task is created in Zoho Projects.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
How to show related lists of a field in another look up field
Hi team, We currently have lookup fields of accounts in deals and products module. This creates related lists in account for deals and products. I also have another module - company, the accounts module has a look up in accounts. which has created a related
【Zoho CRM】集計項目のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から集計項目のアップデートをご紹介します。 (集計項目機能の概要が知りたい方はこちらよりご確認ください) Zoho CRMの集計項目は、データを手軽にまとめるための便利な機能です。 今回のアップデートにより、業界ごとのニーズに合わせたサマリーをより簡単にカスタマイズして作成できるようになりました。 【目次】 本アップデート概要 集計要件のカスタマイズについて 1.本アップデート概要 以下キャプチャでは、例として「見込み客」の項目の作成画面を開いています。
Disabled button until field workflow executed finish in mobile
Hi In stateless form I change value in one field and this field have a workflow execute a lot of code. but before workflow finish if I click the button . Creator will cause a error. Cloud you Disabled button until field workflow executed finish in mobile
How can I add an element to a specific array position in a list of arrays?
I have a list of event records that I am de-duplicating. Each record contains a title, a date, and an alphanumeric ID (needed for an external function). I wish to deduplicate records based on the combo of Title and Date only, because the ID will always
Self Client Authorization Issue
Hi. Trying to test the api integration for Zoho Desk with the Self Client - Client Credintials flow method. I've created the self client, obtained the client id and secret, inputted "Desk.tickets.ALL" as my scope, and "ZohoDesk.[My Zoho Desk Org ID]"
More suggestions to the Ticket History Tab
Rather than this relative time, it would be great to see the timestamp on items like this. Using the history to try and figure out issues is tough when you have to calculate the time in your head. Additionally, it would be great if you could click on
See more information of records of related lists
Hey, we need a way to see more information for every record inside of a related list. Only columns are not enough. We need a section for every connected record where we can show data, maybe even subforms.
Poor Email Delivery
Our company used Zoho about 2 years ago and always had trouble understanding why a great deal of our emails from Zoho CRM and Zoho Marketing Automation ended up in the recipient's spam folder regardless of the email content and despite having our domain
How to add sort order to API
Hi, I have tried using the parameter ?sortBy=createdTime on this api https://desk.zoho.com/api/v1/tickets/xxxxxxxx/conversations?sortBy=createdTime but its saying its an invalid parameter. Is there a parameter to sort on this API? Dane
Bold Keyboard Shortcuts Not Working
Formatting Shortcuts like Crtl + B, Crtl + I, Crtl + U, are not working. Is there a setting to get these reactivated? I can still do things like cut, copy, and paste.
Update project dates
Hi, I was wondering if there is a way to shift dates of the whole project or a task list without changing each task start date? Thanks, Saman
Collaborators are not able to upload images
Good afternoon, We have a sheet with 2 current collaborators and when they try to upload an image , a pop up comes up ' server error, there was a problem saving your last edit. Please try again' Can you kindly assist?. Thanks, Annrica
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