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Enable Timesheet for Client Users
In Zoho Projects, the client users can log work hours in timesheets and track the time spent on tasks and issues. This permission can be enabled only by the portal owner or the admin. For instance, If the administrator wants a client user to add the time
How to Create and Edit Advances in Zoho Expense Using Deluge?
Hi everyone, I am working with Zoho Expense and need to manage Advances (Advance Payments) using Deluge. I’ve familiarized myself with some basic functions, but I have specific questions about how to create and edit advance records: Creating Advances:
¿Cómo publicar mi pagina web zoho?
Arme una pagina web en zoho, al querer publicarla seguí los pasos y pulse en publicar, pero no se publico. Ya pasaron 2 días. podían ayudarme.
Recruit - How to Force a Job Opening out of a Blueprint
In past versions of Zoho Recruit, there was the ability to create a custom button on a record's page that would evoke a URL that would force a record out of a blueprint. What is that URL or is there a better way to force a record out of a blueprint?
Candidate portal - email templates
with candidate portal - email notifications, Is there a way to change who the email is "from"? Looks like it can only be sent by a user. so every candidate that applies, gets an invite email from the same recruiter in the organisation. We would like to
Embedding Zoho Form on Numerology Calculator Page for Lead Collection and Tracking
Dear Zoho Forms Community, I hope you are doing well. I am currently looking to enhance the user experience on my numerology calculator page by embedding a Zoho Form to collect leads. My primary objectives are: To have the collected leads automatically
Email notification is not working
Could you please check the email notification of our account, we are not receiving any email notifications after form submission, we have the email template set up and received them at the beginning going to our SPAM, after I set "Not Junk" in outlook,
Email Notification Quota
Dear Zoho Team, I understand the Basic Plan has a limit of 10,000 submissions per month. Could you clarify the quota for email notifications? Specifically, can it send up to 2,000 email notifications per day? Thanks in advance!
How manage to hardware and software contracts.
So I have been tasked with setting up on crm a way of managing our software and hardware contracts. with a filter switch, so if they are no longer on say a hardware contract but still on a software, we would like the history about the hardware contract
Introducing the Get to Know Deluge series!
Hello users, To help users unlock the potential of Deluge, the Zoho Deluge team has launched the Get to Know Deluge series. This program serves as an introduction to Deluge's foundational concepts while offering a glimpse into its advanced capabilities.
Used & Non used Inventories
I have a list of used inventories with campaign names and creation dates. I want to show the count of used and non-used inventories in a dashboard with a date filter (like last 30 days, last 3 months). I’ve written a query for the count, but the date
Gain user-based AI insights with Sheet View
Zoho Sprints is AI-ready when it comes to analyzing your organization’s users. We can process the user data available in your Zoho Sprints workspace and provide you with real-time insights, helping you understand user contribution, efficiency, and other
INVALID_TOKEN CREATING LEAD
An error occurs when create token with curl "https://www.zohoapis.com/crm/v7/Leads" -H "Authorization: Zoho-oauthtoken HIDE" -d"@Lead.json" -X POST I can read leads, but I cannot write them. The permission are: ZohoCRM.modules.leads.ALL ZohoCRM.modules.deals.ALL
Creating Custom fields controlling visible lines?
I am very new to Zoho however I do not see anything on the Multiline line field creation that lets you control how many visible lines will show after data is entered in. I would have thought there would be a setting once you go into the Edit Properties
Job Alerts for Candidates
hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can
Pageless mode needed to modernise Writer
When we switched from GSuite to Zoho, one of the easiest apps I found to give up, was Docs. In many ways, Writer has always been more powerful than Docs, especially in terms of workflows/fillable forms/etc. However, I went back into Docs because I notice
Building extensions #1: Creating and testing extensions for Zoho Finance Suite applications
Hello developers! We're excited to announce a new series called "Building extensions" to assist developers in creating efficient extensions for Zoho Finance Suite products. We'll support and guide you through the process of creating an extension and using
Live webinar: Zoho Show for SMBs
Hello everyone, We are excited to bring you to our first webinar of 2025! This time, we’re focusing on SMBs and exploring the role of presentations in pitching business ideas or solutions. We’ll also look at how Zoho Show gives you a wide range of tools
Mail Merge Document linked to Wrong Module
I've typed up a big document and realised its linked to the wrong module (Jobs). Is there a way to change this?
How do you create multiple notes? - I keep writing over same note???
APPLICATION : ZOHO NOTEBOOK (Jan2025) How do you create multiple notes? - I keep writing over same note???
How to search Locked Record?
Hi, I have script like below, however seems this cannot search those locked record. what para I can add to search locked record? var invoice_info_list = ZDK.Apps.CRM.Invoices.searchByCriteria("(Sales_Order:equals:"+ so_record_id +")");
Webhook 'when estimate is refused' is not firing
Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created
Moving contacts from one folder to different folder
I set up two folders. Uploaded CSVs and build my fields according to what I needed. My boss wanted more fields and changed the categories wants different fields added and contacts in one folder moved to the other due to reclassification. How can I do
Export multiple Invoice PDF
As part of end of year accounting a client needs to export all of their Invoices in PDF from Zoho CRM. Do they need to click into every single Invoice and click the Export to PDF button. Is there a means of either doing a mass Export to PDF of all Invoices
Power of Automation :: Automatically approve the pending timelogs at your preferred time
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
Creating a code for Task to event creation
I am looking to automate an event creation to do the following: When a task is created for a user, create an event at 530PM simply called TASKS. This will serve as a reminder that we have at least one task that needs to be addressed. We miss the task
Tip of the week #39 - Have a more organized and transparent workspace for your teams.
Struggling to keep track of all the tasks assigned to your team members? Now, easily monitor all tasks and email threads assigned to them. Stay organized and ensure that all important messages are being addressed on time. Additionally, if other team members
All Deluge environments draggy! Negatively impacting productivity
Hello, I have been using Zoho flow, CRM, Project, etc to develop custom functions, integrations. etc. for over 5 years. However, just about 3 days ago, I observed the deluge integrated environment is now acting draggy across all Zoho products using Chrome
Using LinkedIn to generate contact/company information
Hi, we are currently in the process of implementing Bigin. One thing we really miss is a functionality that automatically generates contact or company information based on an email address or name/address. Before switching to Bigin, we were using Teamleader,
Audit Log Export via API
Hello, Based on the documentation here https://www.zoho.com/crm/developer/docs/api/v7/create-export-audit-log.html I need to specify the scope ZohoCRM.settings.audit_logs.CREATE to create a log export. I've created a Self Client app but when I specify
Problem with leave API
Hi, we are unable to add a leave through "Add a Leave API" , we are receiving unauthorized and page doesn't exist. we generated the access token which is working for the other endpoints like "Cancel a leave" and "Get Leave Records", the same access token
When Email is sent, automatically have information be stored inside.
Hi there, I just wanted to know if it was feasible to make it so that when i receive an email to a specific email, all of the information or contents would be filled up inside of leads. This will help me with another side of the process that im working
Single paid user account: hosting multiple domains each with their own separate IMAP inbox?
Today, I have paid for an upgrade to the Standard 10GB plan, because I need to use multiple email domains that I own, all with IMAP. As I am a single person with multiple email domains, I paid for only a single user on the Standard plan. I need each domain to have ITS OWN INBOX; consolidating the emails from all domains into a single inbox is neither acceptable for me nor my country's business laws. As an illustration, I would like the following email folder structure: me@zoho.com (my Zoho user
Comment gérer un logo d'entreprise par webinaire ?
J'organise une série de webinaires avec plusieurs partenaires. Je voudrais que chaque landing page présente le logo de mon entreprise et celui du partenaire avec lequel j'organise ce webinaire. Or je n'ai vu que la possibilité de définir le logo de l'entreprise.
Prevent carriage returns / line breaks in multi line fields
I'm trying to connect Zoho Sheets with Zoho Creator however because some people are using carriage returns in multi-line fields the rows are not being created correctly : The values in A4 and A6 are part of a multi line field that looks to have been split
Zoho Creator HTML Snippet - Can't get list to iterate
Hi! I'm trying to create an HTML Snippet on a page in Zoho Creator and would like to create an HTML table pulled from a list of time entries that I have in a form. I have successfully pulled the collection of time entries, but the code that I have built
How can I create individual records from a subform
Hi, I am collecting subform data into a Lead record and I need to create individual records for each row associated to the account when it is converted. How can I do this?
How do you handle existing customers/contacts?
Hi, We just integrated MA 2.0 with our CRM and we chose to only import our existing customers contacts. In MA they are all "Raw leads" by default and we would like to mass update these to a stage called "already customers" but the last default stage "Sales
Quick Create popup for Lookup fields, Mailchimp related list and User lookup field!
Hello everyone, We have recently introduced some most-requested enhancements. Here are the details: Quick Create popup for Lookup fields When we create a new deal in Bigin, there is an option to create a contact/company right from the Create Deal page.
Making the Resolution Tab Mandatory
Hello Everyone! This edition is here to show you how to make the Resolution mandatory when closing a ticket. The Ticket Resolution tab helps keep a record of the solution provided for the ticket query. The resolution can serve as a quick reference to
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