Recent Topics
Use result of one formula field for another formula field
Can I pull data from one formula field as one of the values for another formula field? I tried doing it and it's returning an "invalid formula" error so I'm not sure if I made the formula incorrectly or if it's just really not possible to do that. Also,
Can't create task programmatically using deluge
I have a Date/Time field like this when it is edited, I want to create a task using deluge function. I use the code below to create a task. but unfortunately, the task is never created even I run it using 'execute' button on function editor. what went
Windows Desktop App - request to add minimization/startup options
Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus
My IMAP mail suddenly stopped working
On my iPhone and iPad, IMAP stopped working for my Zoho account with the error "User name or password incorrect" and "Invalid credentials failure" however I was able to access via web with the same credentials. Also stopped working on Apple Mail client.
Export all Zoho desk tickets for past 3 months
Hi I need to export ticket data from Zoho Desk. Specifically, I'm looking to: Export the last 3 months of tickets include ticket categories, timestamps, resolutions, agent responses (basically as much data as possible) the ticket content being the most
Zoho Calendar (Refresh Rate)
Why don't the calendars refresh more than every 12 hours? That is crazy. I cannot be the only user who wants to see this change? I see and understand that I can MANUALLY update them, but need them to auto refresh either (1) whenever there is a change
Unattended Sessions - Groups and Access
I would like to see Groups to organize Unattended Computers (what is currently labeled "My Computers") and a way to restrict access to individual users to specific groups.
No Hope for Zoho Meeting
Zoho Meeting is just the poorest meeting app I've come across in a long time. The support sucks too. I called to see if there was anything that could be done on the backend and while I was on a test meeting with support the video was lagging and freezing
Add clients without needing a client company
I, like many people, deal directly with individual clients rather than companies. It's really obnoxious to have to add a client company and treat my client, who is an individual person, as a company. Zoho - can you please build in a way to bypass the need for the client to be part of a company? This is a problem in cliq as well - I want to invite my clients to channels in Cliq but needing to create a company is confusing for them and makes them feel as if they don't belong on the app. But that's
Client reminders
Hi Is there anyway to send automatic client reminders when we are pending a response from them? For instance, in a blueprint, say you have a transition that asks them for some additional information... They may take a while to reply, so is there a way
Add Image Upload Field to Zoho Bookings Registration Form
Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but
Current Year Merge Tag
I am looking for a way to add the current year dynamically to email campaigns. For example "Copyright 2024", so that templates are always up to date and this would also really help with automations. Another example could be a Happy New Year email which
Blueprints: Create Global Transitions
Dear Zoho Team, it would be nice we could create global transitions for blueprints. The use case would be the following: We have 4 different processes with the same transitions in different orders. We could create 4 different blueprints, but whenever
Check-in and check-out time calculation discrepancy as shown in a screen recording
Please see linked screen recording for my question: https://workdrive.zohoexternal.com/external/94dd0267dc877b3f827cc09b294625105627680700cec50e71d36c08e94cb257
Zoho marketing hub integration with WordPress WooCommerce
Hello All, I am a Zoho One User and we are using Zoho Marketing Hub we also have a website on Wordpress and we use Woo Commerce as our store. im looking to find out if Zoho Marketing Hub Integrates with WooCommerce ideally we would like to create Journeys or campaigns series based on customer behavior such as buying or already have purchased specific products. or if they go to the store but don't buy (abandon cart follow) i saw that there is a wordpress plugin for Zoho Campaigns https://wordpress.org/plugins/zoho-campaigns/ but
Need help in search with formula culums in reports
Hello, I do not know where to start with this one : I have a customer report with all that was bought and paid by my customers. It can be many records for one specific customer. Ex. Customer A has 1 record for a purchase of 1000 $, and 2 records of payments
how to send recurring estimates instead of recurring invoices
Hello, Is it possible to use the recurring invoice functionality to send recurring estimate to our customers ? We first need to send them an invoice in order to receive their purchase order and then send them the invoice with their purchase order number
AS101
I'm having issue while adding email alies to an email. Please help.
Tracking UTM Campaign information in CRM
Hi All, We have had this questions asked a few times lately so thought it would be a great idea to post it here for others benefit. Many have asked this: How can I track campaign information in CRM from my online campaigns and report on UTM tracking details? Below is what we have set up for other businesses who are using UTM Codes for all their campaigns. Follow the 4 steps below to set this up for your CRM: 1. Create Fields in CRM Leads Module Add a field in the Leads module called 'Referrer
Adding fields to campaign members
Is it possible to add fields to campaign members? I want to be able to insert a date that certain actions happened as we progress a client, but can't see where or how I might be able to do that
Amazon Integration
Hi, I am seller on Amazon , & I would like to sign up for Zoho books. However my question is can we automate/integrate invoicing, charges and returns in amazon with Zoho using API? Do you have a developer for this? I did take a look at zapier however it just has a create Invoice function nothing else.
Remove Zoho contract upsell at customer sign completion page
Hello, I am going through testing for a zoho contract for my organization and I noticed that after the customer signs the contract they are forwarded to a completion page that tries to sell them on using zoho contracts. I find that very unprofessional
Retain Jira Ticket When Merging Tickets in Zoho Desk
Hi, We would like to request a feature enhancement for Zoho Desk's ticket merging process regarding Jira ticket retention. Current Behavior: When merging two tickets (manually via the interface or through the API), we can select the "master" ticket into
Workdrive comment links stopped working.
I have marked a PDF file with 95 comments, they have worked for a while. When i clicked on them they brought me to the correct page and showed me the outline that i had drew on the plans. The comments included the page number of the outline, but now it
Kiosk Page Refresh
We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when
Generate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
Zoho Signing embedded with iframe is moved out of view when navigating to focus signature on mobile devices
Dear Zoho team, I'm having difficulty embedding the signing url into a website for users to sign on their phones, it's not working perfectly. The problem occurs after the user accepts and continues to sign, or the user clicks to redirect to any of the
Deletion of CRM rows giving error
Hi, I am exporting data from a module into excel workbook. THis works fine... until...I export the same data 10 minutes later and I get duplicates in my sheet. There is code to "delete" the previous sheet but it is giving errors. The DELETION of records
How to hide tax Rate in the Sales invoice print-out
Hello everyone, Can I get an enlightment for my issue that relate to the tax rate in the Sales invoice print-out?
Created delayed alerts
We have a custom alert & rule that notifies our service alerts email address when new tickets are created but these alerts are sent out immediately when a ticket is created, is there a way to set the alerts to be sent out 15 minutes after the ticket is
Make list from Workdrive Folder
Hi, Today, my challenge is to simplify and optimize my drop-down list where I retrieve the list of files present in a WorkDrive folder. I had to create a custom function to replace and display special characters. Then, I need the file ID to open it in
One Contact with Multiple Accounts with Portal enabled
I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
[Resolved] Add rows in subform with Excel / Sheet datas
Hi! I'm trying to build an application where I can choose an Excel / Sheet file from a Workdrive folder, and for each data in the file, I create a row of a subform. But I can't do it, here is the code I have: inputString = input.choose_xls_file; separatorIndex
Allow Itemization for Recurring Expenses
For whatever reason, one cannot itemize a Recurring Expense. This capability should be added. The use cases to support this are largely the same as what they were to allow for itemization in Expenses. Anything that would need to be itemized for a regular
zoho vault api create secret need crypto files and documentation
Hi zoho vault api - I am trying to create secret.But the documentation i snot complete.Can you please help with the crypto files for encrypting decrytping the scecrets and also make password policies/category..Appreciate your help Thank you Subin Ba
Refreshing screen collapses Starred Views and Expands All Views
Just in the past few weeks I've noticed that when I refresh my screen, it now collapses my Starred Views section and Expands the All Views section. This is not how it used to work in the past. It is frustrating.
Desk Contact Name > split to First and Last name
I am new to Zoho and while setting up the Desk and Help Center, I saw that new tickets created or submitted from the Help Center used the Contact Name field. This would create a new Contact but put the person's name in the Last Name field only. The First
UpdateRecord for contacts doesnt work from rule from another custom module
I have a function that is triggered by an automatic rule when a record is created or edited in a custom module. The function searches for a record in the Contacts module and saves it in a lookup field of the newly created or updated record. It also updates
Having a Secure website instead of HTTP it is HTTPS
I just purchased a website address, but when I am on the site, it says my website is not secure. How can I get my site secure?
Zoho Cliq not working on airplanes
Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly
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