Recent Topics
Store Google reCAPTCHA Site Keys & Secrets in Zoho Forms
Hello Zoho Forms Team, We appreciate the support for Google reCAPTCHA v2 (checkbox) and reCAPTCHA v2 (Invisible) in Zoho Forms. However, we have a significant usability concern regarding the current implementation. Current Limitation: Every time we want
Ho to restrict access to row level to Zoho Analytics users
Let me explain the scenario we are trying to achieve. We have an online system our team members work with. On it we have 6 users that manage data from different areas (North, South, East and West). We would like to transfer this information to a Zoho
CPQ - Price Rules applying to a prodcuts group
Hi Zoho Team, In Product configurator is possible to make a rule where you can select "Any product" and set an "aditional condition", thanks to this we can apply a rule to group of products. In case of Price Rules, when I make a Rule for Any product is
Zoho Creator Upcoming Updates - December 2024
Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi
Importing Attendees- Excel
I would like the ability to import attendees using an excel file. Sometimes groups, such as schools have to sign up attendees through there system and then send my organization an excel spreadsheet. Right now there doesn't seem to be a way to import those attendees. If Backstage can export to an excel file it seems like a no-brainer that one would be able to populate that template and import attendees into Backstage.
Zoho CRM Kiosk Upload Files
Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"
How to add new row in a custom SubForm using Deluge Code in Deal Module
Hi, Can someone help me with Deluge code to add a new row with data in a custom Subform in a Deal Module. Thanks, Shatakshi Misra
CASE Module - email function
HI there, I dont know if this has been asked or answered before as i couldnt find it on the forums. Issue: when a new case is raised, it goes under case tab and everything is captured. Then how do i send emails to the client who raised case with the details
How to add row numbers to Subform?
How do I add auto row number rows of a subform in CRM?
How to change contact record owner to its creator?
When I convert a lead record into a contact and a deal then a the contact record will have User AAAA as record owner, and the contact record will have User XXXX as the record creator. I don't have any workflow rules in Contact module. I use the blueprint
Function to update field in CRM Meetings from Bookings Appointment Status
Hello, We're creating some reporting in Zoho Analytics using data from CRM and Bookings. Unfortunately it looks like when Bookings Appointments are carried over to CRM Meetings, the Bookings Appointment Status is not recorded in CRM Meetings. We would
Unresponsiveness in Zoho Cliq
Time of post: 6:56 am PDT, 19 July 2023 Dear Cliq users, We have encountered an unprecedented issue in our messaging servers. The details of the issue are as follows: Impacted users : 1/4th of users in US DC (users who access cliq services through cliq.zoho.com)
Authentication details provided was rejected by Source server. Kindly provide valid username and password.
Hello, I am trying to migrate mails from old server to zoho email hosting. I have added all details correctly, including email id and its password. also tried with none and SSl setting, but still unable to connect. Authentication details provided was
Zoho Mail not fit for business
How are businesses using Zoho Mail? In Zoho Mail: You cannot create subfolders in a shared mailbox You cannot add a second email account eg. a non-Zoho account that could then provide the function of providing a shared mailbox with subfolders In the Trident
Additional step for Deleting an app
Have an additional step for deleting an app. When the popup occurs, the user needs to write "DELETE" into a text field. This is what Google does. At the moment, it is too easy to Delete, which increases risk, and this should be easy to implement.
Enhancement - P&L Statement and Balance Sheet
Hi there! Providing an option to compare financial statements from different quarters was one of the most requested features in the recent times . We're more than excited to have come up with a solution - a Comparison feature for P & L Statement and Balance Sheet. Profit and Loss Statement and Balance Sheet provide you with a clear picture of the 'hows' your company can generate more revenue or cut down on costs and what you own and owe. But, then having this year's statement compared
restrict access to user to create invoice
hi team we need to restrict particular users from accounts dept to create invoice directly from invoice module in zoho books . Rather , they can only able to create invoice is by using "convert to invoice" from "Sales Order" module . pls help us to solve
Request to Make Cheque Printing Available as an Add-On Across All Plans
Hi Zoho Team, I have been using Zoho Books and other Zoho products since 2019, and they have significantly streamlined my business operations. However, I believe there is room for improvement in terms of feature availability across different plans. One
Zoho Forms Lookups Not Accessible
I am trying to set up a sign-in form where visitors can scan the QR code onsite, select the job from the lookup field, and it attaches to the job in the CRM. It looks like external users cannot use the lookup feature. Is this correct? It seems almost
Notes Filter is not working
I am trying to filter the CRM down to specific notes that I want that'll show up all the data that has a specific keyword for example, "stocks" and it says no leads are found... Don't know how to fix. don't know if it's a system glitch. I even put a note
Customize the Date Format based on preference
Hello Everyone, We have rolled-out a new field called Date Pattern in the user layout under Locale information. Note: If you notice any change in the date format after this roll-out, please select your preferred format from the settings. Previously, the format of the date was automatically set on the basis of the country locale selected by the user. Now, the user will be able to edit the format in which the date is displayed according to their preference. The Date pattern field has around 40 patterns
Scheduled function not firing workdrive.uploadFile task
I have a creator app that takes submissions from a published form. I setup a daily scheduled function to send a record template of the form, as well as 3 different uploaded files to workdrive folders. (Initially I intended for this to happen on the submission
Automatic Email Alerts for Errors in Zoho Creator Logs
Hello, We would like to request a feature enhancement in Zoho Creator regarding error notifications. Currently, Zoho Creator allows users to view logs and errors for each application by navigating to Zoho Creator > Operations > Logs. However, there is
E-mails to suppliers
Hi, i want to upload a spread sheet every day and send an e-mail to our suppliers every day (or when triggering a button?) with info from the spreadsheet lines. The supplier e-mail would be on each line. Unfortunately, when creating a scheduled automation,
Rearrange web - hidden components
When you have a good number of forms, reports and pages, searching for one among the hidden components to add it to the menu is simply hell. Huge amounts of time are wasted.
Using Insert into to transfert a date in another form
Hi, I have an order form that creates a record in a calendar form, for managing the delivery date. My customer can change that date in the calendar form, but i need the new date to be put in the original order form. I tried the following but it doesn't
Invoice import error - duplicate customer name column - there are no duplicates
It is not allowing the importing of any rows because of a duplicate customer name problem, but there are no duplicates in the custoemr name row. Has anyone dealt with this issue before?
Migrating from Zoho to Cpanel
I would like to migrate my few of my email accounts to Cpanel, yet keeping Zoho Mail active just in case. Is there anyway to do that? As all my mail still goes to the Zoho Account instead of Cpanel
Zoho books api - sales order last ordered date
I would like to get the last ordered date for each contact in the book. How can I do this?
Pay Contractor Timesheets
I have contractors that fill out a timesheet. Each hour must be assigned to a current client. I need the easiest way to get the contracts paid. They are paid on an hourly bases. How can this be done?
Telegram -> Zoho Creator answer via API.
Hello! Did anyone work or established back connection from Telegram to Zoho Creator via API? I'm able to send notification from ZC to TG Bot successfully. (webhook is set) My notification consists of some information and inline buttons "yes" and "no".
Update a form record based on another form with same user ID
Hi, I have 2 forms linked : Customer and Subscription When a customer fills-in a subsequent subscription form, there is a automatic subscription number created in the subscription form that I want to paste in a miroir field in the customer field. What
How can I transfer data from Production to Development environment?
Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?
Issue Configuring SSO Integration with Cognito in Zoho Help Center
Dear Zoho Support Team, We have been working on configuring SSO integration for our Zoho Help Center using Amazon Cognito. While the setup appears to be completed successfully, we are encountering an issue when attempting to access the Help Center. The
Whatsapp Connection Status still "Pending" after migration
Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?
Date Time
Hi Everyone, I would seek some help about this concern that bugs me. I'm currently working using Zoho Flow to automatically plot a calendar on the Calendar Report. Whenever a ticket from Zoho Desk Field was updated this will trigger to create a plotted
Introducing Bot Filtering for Accurate Email Campaign Analytics
Update : This feature has been revamped. For the most current information and improved functionalities, please visit the updated version here. Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign
How can I make time entry mandatory for tickets?
Hi guys, I just want to make a time entry field mandatory for tickets. How can I do that? At this stage of our usage, it's not mandatory and it could be forgotten to input a time for a ticket. Thanks in advance
Zoho Workplace gets yet another security boost: The addition of Zoho Vault
Hello Community, Passwords are often the first line of defense, yet they're also one of the most common weak points. We're thrilled to announce that Zoho Vault is now integrated with Zoho Workplace! Zoho Vault Standard is now included at no extra cost
inventory removal at packing list or shipment.
currently our system is set to remove inventory at invoice. This is creating an inventory nightmare? Is it possible to change the settings to remove the item from inventory at either the packing slip stage or shipping the item.
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