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Weekly Tips: Clean Your Inbox Using Email Scrubbing
We all know the struggle of an overstuffed inbox—those unwanted newsletters, outdated notifications, and repetitive messages that clutter our inbox and slow down our productivity. Over time, these distractions pile up, making it harder to find the messages
Show Contact ID on Reports
I cannot get the Contact ID to show on report that is displaying a list of contacts. I need this information to be able to run reports, clean them up, then upload back to the contact record.
Restrict Sales Order creation if Account Type is a certain value
I'd like to restrict a sales order creation if AccountType on Account is a certain value - what is the best way to accomplish this?
Zoho Creator Page, how to display detail view of a record
Hello, i am not that knowledgeable in coding and am trying to figure things out as i go. but i am trying to get it so that when a user clicks on a "Page" i have in zoho creator, i would like it to display the detail view of a record assigned to the logged
Zoho One subscription
we have got Zoho CRM for 3 users and we paid for the app , and we have still 9 months to go , but if we join Zoho one , does it mean the payment for that subscription would be a waste? Please help. Thanks.
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Lookup or Formula Field, which to use?
I have a field in called Primary Business in the Accounts Module and I want the contents of that field to populate in a field in the Contacts Module called Accounts Primary Business. My preference is that it populates right away. I've tried both lookup
Cannot add IMAP account to "new" Outlook
Hi, I am attempting to add an IMAP account to my copy of the "new" Outlook on my desktop computer. I have tried using the default password when MFA was disabled and an app password when MFA was enabled. But neither attempt worked. My Windows 11 OS number
Restrict ability to create Sales Order for an account if accountType is not set
I'd like to restrict the ability to create a Sales Order for an account if the AccountType ='prospect' - what is the best way to do this?
Automation in Zoho Sprints
Hi. I have a Sprints board with the following statuses: ToDo, InProgress, CodeReview, Testing, Preprod, Live When a ticket is moved from e.g. Testing to Preprod, the following tags should be modified: remove 'tested OK' remove 'ready for Preprod' add
Invalid SupportPlan ID Create Contract error Zoho Flow to Zoho Desk
I get the following when trying to create a contract in Zoho Desk from a webhook from Zoho Flow. "Zoho Desk says "Validation failed for the condition : Invalid SupportPlan ID""
Where can I find the API names of Items in Zoho Books?
I am trying to use the Production Information -> "COST PRICE" in a Zoho Creator Deluge Script but can't find the API name of this field. Thanks for your help!
Saving slide elements
I have created grouped items including text and animation that I want to use in later slides. (Like an animated logo) Is there a way to save these grouped elements in my library?
Planned time in sprints
Hi. In our sprint planing, we usually set estimated times to do tasks. In the sprint's dashboard we can see the number of tickets assigned to the team members. Ho would I show the estimated load on the team members - time wise?
Email is in queue, waiting to be processed zoho mail
Email is in queue, waiting to be processed zoho mail
Update PDF without changing permalink URL
Hi there, I would like to be able to update pdf files on work drive without the permalink URL changing. Is there a way to update pdf versions while retaining the same url link? Alternatively, if the URL points to a Zoho writer document, that it is viewed
Unable to add organization consultants and contractors in Zoho People
Hello Team: I am unable to add my few consultants and contractors in Zoho People. How to add these people as Users?
How long until received item is visable as in stock when creating bundle?
We just moved to zoho, and we notice when an item is received from a PO, it is not yet available to be used in a bundle. Is there a time delay, or some other reason it will show in stock, but not show in stock in the bundle?
How can we update the Inline Tax in a Purchase Item using deluge?
Dear All, I am trying to update a Purchase Order using deluge. I can update all the fields except of the Line Tax. I would like to put 0% on it using deluge. I have tried the below but it does not work. What I have to change? Is the problem the field
Filter a Zoho Creator main report by a field and display other related reports in sections on a Zoho Creator page
Hi, How can I filter a Zoho Creator main report by a field and display other related reports in sections on a Zoho Creator page? Part of what I was given below is setting up sub-reports, but the subform field prompted me to link a form, not a report.
Is Reverse Sync a Thing? (Zoho Campaign to Zoho CRM)
ChatGPT said I could do a reverse sync to ensure that engagement data such as opens, clicks, bounces and unsubscribes are automatically sent back to Zoho CRM from a Zoho Campaign. I can't see where I can sync something like this. I have the other Zoho
Display an uploaded pdf in zoho creator record template
Is there a way to display an uploaded pdf in a record template? Functionally I'd like it to work like the image field does. Not sure if there is a way to utilize a rich text field to do this or not.
View Ticket history without login
Hi, I have integrated a ticketing system in Moodle where our users can submit tickets. They receive email notifications for replies and can respond to tickets directly from their email. However, when we add a resolution and notify the user, they receive
Generating Reports with Data from Unlinked Forms in Zoho Creator
Hello Zoho Creator Community, I'm facing a challenge in creating a comprehensive report. I have multiple forms in my application, but they are not directly linked through lookup relationships. I need to generate a report that includes data from these
How to get data from a file that is saved on zoho work drive to then update creator app.
So we have a few machines, and they have a consumables. There usage is tracked in a file, I would like to pull that data from the .ini file and import it into the zoho app so we can keep track of usage, is this possible with flows and how would the data
Modify the name of an item with Month variable
Hello, I am using Zoho books as a Point of Sale. I am trying to change my old system, to do that I need help with the next: 1. If there is a way to have a formula in the name of the item, For example I have an item with the name of "Mensualidad" that
Can not edit/update lists - save/update button doesn't work
Hello So I have a custom field in subscriber list. If I nere the email click on endit (pencil) and change the custom value to the new one, pressing SAVE button does not do anything. Also if i select multiple emails and then use the mass update feature where I change this custom value, pressing PROCEED also does not do anything. What is the matter, does it just not working, or am I doing something wrong? Browser: Chrome 65.0.3325.181
All Inbox emails are marked as read automatically
Hello friends! I have and issue that all new emails in Inbox are been marked automatically as read. Plase how can I fix this??
Uploads API Body samples & request method
Hi, Hope you are fine. I am request UPLOAD Api from post man its totally working fine but how could i pass all that body and headers via JS code.I am attaching images what i got in response please have a look into it. In this image i am showing the console
Desk Round Robin manually trigger
Situation: During office hours I have a round robin rule to assign new tickets to specific agents. However, over the weekend and in the evening when the agents are offline the tickets are placed in the other priority. This means we have to manually assign
Set a different table column heading label instead of name of custom task field label
Can we have the ability to set a different column label for task fields? See the below example, these will automatically show the same as the task field label but it would be useful for the benefit of table columns to just be able to display a different
How do you re-order (sort) the order of articles in a chapter?
So you can re-order Chapters but I cannot see where and how to re-order the Articles within each Chapter... Surely this is possible?
Receive items from PO that has already been billed
Rarely manufacturers bill for items before we receive the goods, but when this occurs.... {"code":36510,"message":"The purchase order(s) have bill(s) without receive(s). Hence, you cannot add receive(s)."} There is no documentation on this. Please advise
Auto Payment
Hi. Is there a way to automatically take payment from the preferred payment gateway upon invoice's due date? I cant see a tick box for that, but wondering if there's some sort of Deluge wizardry that can be done?
Can I export a TXF (TurboTax exchange format) file out of Zoho Books?
Hello, I'm trying to do my US Small Business Taxes using Intuit's Turbo Tax. Can I export my expenses from Zoho Books to a TXF format file, so that it can then be imported into Turbo Tax? Thanks, Rajnesh
🔍 How to effectively organize data in a CRM? – My approach and questions for you
Dear ZOHOssians! While working on organizing data in a CRM, I decided to use the native modules: Leads, Deals, Contacts, and Accounts as a solid foundation for managing processes. However, I’m now exploring the next steps and considering various options
Change an existing email name
Can you change the name of an existing email address I have under my account?
Request for Assistance with Script for Updating a Custom Field in Accounts
Dear Zoho Support Team, I have created the following script, intended to automate the update of a custom field called kontrolka in the Accounts module based on data from the Leads module. Below is the script: // Get the account ID from the Lead var accountId
Zoho CRM - How to get Lead Timezone ?
We are connecting Zoho CRM to our Website lead form (Wordpress JetBuilder). We have field for Date/Time selection to book a Free session with our Business. We need a way to get the lead timezone, so we are able to set the free session time correctly on
Default value from global set not working if leads comes from Whatsapp
I have field called 'Marketer' and I have set default value from global set like this if it is created manually by pressing 'Create Lead' button it works without problem, but the leads created automatically from Whatsapp (Business Messaging) the 'Marketer'
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