Recent Topics
Execution failure when fetching a Name field from another app
In creator I have one app [Employee Directory] with a form [Employees]. One of the fields is a name field called [Name]. Here is a sample that works, if executed from the Employees app: test_Employee = Employees[Name.first_name == "Alex"]; info test_Employee.Name;
Countries and Towns - Lookup Multi Select
Hi, Sorry I'm new with Zoho Creator and Deluge. ---------------------------- Form A = Countries Form B = Countries and Towns (with relation) in a Form C, i have a lookup field "Country" and after user input, i would like to auto populate the lookup multi
Software Integration
Good day, I trust this message finds you well. I would like to find out how I can integrate Zoho Expense, Zoho inventory, email and collaboration, Human Resources and marketing onto our current plan with Zoho Books.
Zoho Survey - Respondent User Portal - RealTime & Response Access
Hello everyone, I have two questions which I would appreciate your guidence on. 1. I have written to Zoho and they tell me no REAL TIME API access is available against completed surveys. From what I gather the only way to get these in real time is to
Search bar in portals
Is there a way to add a search bar in portals for finding Contacts or Deals in the list?
Approval Processes Issue
Hello, I have a significant issue that could potentially cause serious problems for our company. We have developed a new module that we use as a payment request module. In short, payment requests are made through this module and are approved by different
Associate Potential with Purchase Order
Dear Zoho Team I'm looking at associating a Potential with the various Purchase Orders that are issued to Vendors for that specific Potential. This would be of tremendous use at a later stage. Is this possible? I have tried looking at mapping dependency fields, but couldn't find a solution. Please advise.
PRICE INCLUSIVE OR EXCLUSIVE IN ITEM MASTER CHECK BOX
please provide checkbox or tick box to specify price mentioned in item master is inclusive or exclusive of taxes for better information. The feature is available in odoo and its very helpful.
Zoho Books - Organize view in sections
Hello, Is it possible to organize the basic or custom fields in Zoho Books (estimates, invoices...) views ? Did not find a way to do it. With many fields you obtain a long list of unstructured/unorganized fields. If it is not possible, is it planned please
Zoho Books - Cloud file picker storage solution order
Hello, Is it possible to determine the order of the 3rd party storage solutions in the cloud file picker. We use Workdrive and the first one is Zoho Docs. It forces us to click every time on the Workdrive icon to reach the files. We'd like to position
Zoho Applications - What's New Alerts
Hello, Sorry if I haven't checked enough, but is there a way to have email alerts on the "What's new" pages of each application please ? Correct me if I'm wrong, but today you have to go every day on each what's new page to know what has changed. By the
ASAP widget broken?
Hello, i've only just recently signed up and finding the whole set up a bit of a minefield. I've created and embedded the ASAP widget onto my website and a couple of things seem to be broken. 1. The launcher icon is missing 2. The form to submit tickets
Tickets associated with my service contract are not subtracted from the pool of hours configured in contracts in Zoho Desk
Hello community, I hope you can help me with this query. I have set up contracts in Zoho Desk, and it is associated with a client that has a quota of 30 requests per month. In my client I have 4 email accounts associated that can make requests and these
I am unable to view a client's related information within their account, a lock appears in Zoho Desk
Hello community, I have a problem that I can't solve, I have a client with a related contract and I can't see their associated tickets, it tells me that I don't have permissions, I've already checked the permissions everywhere, but I can't fix the problem.
How to Map SalesIQ Visit Data to a Custom Module (Job Seekers) in Zoho CRM?
My Company’s Current Workflow For my company, when a SalesIQ session is completed: SalesIQ searches the Contacts and the Leads modules for a matching record (based on the visitor’s email or other identifiers). If a match is found: The Visit Summary is
Issues hosting Zoho Desk Web Form on SharePoint and/or Power BI
Zoho Desk onboarding support has no experience with embedding their web form in either SharePoint or Power BI. Microsoft states that SharePoint and Power BI only support iframe HTML. And unfortunately, the web form embed code that Zoho generates is not
Send email to customer in blueprint and show it in thread
Hi there, We have a blueprint that sends an email to the ticket contact whenever the ticket changes status. On every transition, "after" the transition an email alert is sent to the customer. The problem is, that the email is not shown in the ticket thread,
How do I add page breaks to Sales Order templates?
I would like our Terms and Conditions to start on a new page of the resulting PDF. How do I do this? I tried adding <div style="break-after:page"></div>, but this did not work.
How to create knowledge article base on ticket?
How to create knowledge article base on the tickets? For example: There is a ticket and several conversations. Finally, the ticket is solved. How to make an article to include all the content of conversation in this ticket. I know there is Resolution,
first contact resolution
interested to know how others are dealing with first contact resolution (fcr). i cannot find any articles on this subject.
Share a form to external group
Hi, I would like to share a form with a controlled number (3 at the moment) of people, external to my organisation. Is this possible to do? If so, how? Would I need to set up a group or could I set logins to the form? Thanks.
Elevating Email Security on Zoho Desk: DKIM Now Mandatory
Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for
Lead Automation Issue with PageSense Tracking
We recently implemented lead automation in our company and are using Zoho PageSense to track lead details. As part of this, we created an Element Click Goal to capture leads from our landing page. However, we discovered that the PageSense tracking code
Missing users in CRM workflow notification and "share with zoho cliq"
Hi, I'm creating a workflow that should send a notification to a Zoho Cliq user when a Lead with specific lead source enters the CRM. The problem is that not all users are showing up in the select menu, when I choose "Notify to Zoho Cliq - Users". As
Possible to delete the "Big Deal Alert" in Zoho CRM?
Hi, Is it possible to delete the "Big Deal Alert" in Zoho CRM? My company has no need for it and I want to remove it to clean up my email templates list. Thank you.
Taxes... again.
After reading the recent addition to the knowledge-base article at https://help.zoho.com/portal/en/kb/commerce/user-guide/settings/general-settings/articles/types-of-taxes, I feel compelled for the fourth year now to reiterate the glaring omission in
Shipstation Flow
Hi, I use Shipstation for my shipping needs. Because Zoho doesn't connect to WooCommerce and Walmart, I don't have records of these orders in Zoho Inventory. Can I have the orders from these two marketplaces be sent to Zoho Inventory once they are shipped
COQL equivalent to zoho.crm.getRelatedRecords
Hello i add a standalone function, that i call from my js app with ZOHO.CRM.CONNECTION.invoke etc in the function i fetch with something like this AllContacts = zoho.crm.getRelatedRecords("relation_name","parent_module_name",recordid); it works great
Zoho Billing in 2024 : A Year of Growth
You asked! We listened! 2024 saw a lot of updates in Zoho Billing to improve your overall billing management experience. Let us take a look back at some of the major updates in 2024. New Features & Enhancements Sales Enhancements Create One-Time Invoice
How to Remove CRM Links from Referral Fields in Zoho Creator Report?
Hello, I’m building a customer portal for a Creator app integrated with Zoho CRM. In the portal, customers can select their referrer from a list of Zoho CRM contacts linked to the deals they own. They can then view a report that lists all their deals,
Document Approval Workflow for Non-Users
Our organisation has not added client users yet to Zoho but we are currently exploring how we can use the document Review and Approval Workflow to send out project updates to clients. While testing, we found that we can only pick users as approvers. Is
Calculate hours and minutes between two time field
Hi I have following fields - 1. Start Time - Time Field 2. End Time - Time Field 3. Total Hours Worked - Single Line Field I want to calculate End Time LESS Start Time and get output in Total Hours Worked. Please help me. Urgent.
How to pass a collection to a function?
Can't seem to figure out how to pass a collection of records to a function. Here's what I have so far. What am I missing? // This successfully retrieves all IDs and stores them into what I think is a collection variable defaultRecords = Data_Types[is_default
2024 recap: Key updates to Zoho CRM's mobile app
Hello everyone, 2024 has come to an end, and as we welcome 2025, let's take a moment to look back at the updates that made Zoho CRM's mobile app even better last year. Here's a quick feature recap! Share record URL (Android) Users can now easily copy
Different content per social media account..
Is there a way to add different content per social media account on one post?
Custom Alert Messages
Does anyone have any experience creating custom alert messages in Creator? I'm able to create a zml page with params for alert Title and Message, and I'm able to trigger it from a report button, but I can't seem to trigger it as part of an On Validate
Print template in list view
Hi, is there any special way to use a template when printing in list view? I have followed the online examples, but can only get it to work in summary view so far, which is no good at all.
How to populate a dropdown in zoho creator with data from zoho crm contacts
I tried this code, but I can see al my contacts in debug that is a multiline debug field I created to check and debug but the dropdown (named crm) is empty. Where is my error? many thanks Paolo clear crm; // Recupera fino a 200 contatti da Zoho CRM response
Reporting Tags for Zoho Books Integration
When adding or updating a customer in Zoho Books via Flow, I cannot see how to add/update the reporting tags for said customer. Is this a shortcoming in Flow, or am I missing something. If it's not currently a feature, I would propose adding it. Flow
Introducing new options for more flexible validation rules in CRM
Editions: Professional and above DCs: All Release plan: We've started rolling out this enhancement to customers. It is being released in a phased manner and will soon be available to all customers in all DCs. [Update | 26 Sep 2024] This enhancement has
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