Recent Topics
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
Custom function inside a CUSTOM BUTTON - BOOKS CUSTOM MODULE
I am trying to upload the attachment in a custom module(Books) to a work drive. One module is working, but another module(New) is not giving me the desired result as it is also giving an error. Of course, I changed the module etc. Attaching the script
Nested Sub-forms (Subform within subform)
Hi Team, Whether there is any possibilities to add sub-form with in another sub-form like Main Form -> Sub form A ->Sub form B If we tried this, only one level of sub form only working. Any one having any idea about this? Thanks Selvamuthukumar R
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
Zoho Meeting very bad video quality
Hello, I need 1080p HD on my Zoho Meeting as explained here: Low Resolution/Quality Video (zoho.com) Currently, video quality is lagging with 400mb internet which is not acceptable for my business. My 1080p 60FPS webcam performs well on platforms like
How to Initiate WhatsApp Message on SalesIQ?
I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.
Multi Day booking for resources
I have following business-case: Rental for Tablets. Customer should be able to select how many device for how many days he'd like to rent. Same as a car rental for multiple days. Is this possible with Bookings on the current version?
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
Set Mandatory Lookup Fields in Ticket Layout
I added a custom module called 'Site' in the desk. I also added a lookup field 'Site' in the ticket layout. Now, I want the 'Site' field to be mandatory in the blueprint transition. How can I do that?
When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory
In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the
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
Announcing new features in Trident for Windows (v.1.20.4.0)
Hello Community, Trident for Windows is here with some new features to elevate your work experience. Let's take a quick look at what's new. Export emails. You can now export emails in the .eml file format as compressed zipped files to create a secure
Best Carding Forum 2025 | Trusted Hacking Forum | Verified Carder Forum | Carder Forums 2025
Best Carding Forum 2024 | Trusted Hacking Forum | Verified Carder Forum Welcome to Legitcarding.net , the #1 Trusted Carder Forum of 2024! Whether you're a seasoned carder or just starting out, our platform offers everything you need to succeed in the
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
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
Quickbooks Online Customer Creation Code
Hi! I'm looking for code that will automatically create a quickbooks customer account when clicking on a button located directly within Zoho CRM - Contacts Module. Here's what I have and I can't seem to figure it out. xxxxx is our company id which we
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"
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,
Customers would like to add tips when paying in Client Portal
I am happy with the clean interface of the Client Portal. However, I am running into a challenge: my customers would like to be able to add tips/gratuities when making payments. Currently, this is very clunky because they have to 1) manually over-pay,
Multi-currency in Zoho CRM Forecast and Reports
As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales
Change to copy/paste functionality in Deluge code editor
Recently there was a change to the Deluge code etidor where it now inserts backslashes into strings automatically when copying/pasting strings with double quotes, it's a nightmare to have to go delete all these. Is it possible to toggle this on or off?
CRM portal users can now log in using their mobile phone numbers
Hello everyone! You can now invite portal users using their mobile phone numbers. These portal users will be able to log in using their mobile number and OTP. Templates for these portal-related SMS can be customized as per your needs. This enhancement
Clear a date field?
I've got a date field, let's call it Returned_date. I'd like to write a script that clears the values from another date field called Expected_date upon a successful entry. I know where to put the expression, but I'm having trouble building the expression. Any assistance from anyone for a newb question would be appreciated. Thanks in advance!
Integrating ChatGPT with Zoho Creator for Automated Report Generation: Is It Possible?
Hi everyone, I’m currently working on an application in Zoho Creator and would like to know if it’s possible to integrate ChatGPT to automate the generation of reports based on the data captured within the application. Has anyone successfully implemented
There anyway to change a creator app Back to DEV thats not got a back up?
As above, is it possible? Thanks.
Feature Request: Search in the PC client. Some thoughts about the search.
Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to use
Issue Saving Workflow Rule – "Unable to Process Your Request" Error
Dear Zoho Recruit Support Team, I am experiencing an issue while trying to integrate a new rule into a workflow. Specifically, I am setting up a Follow-Up workflow for applicants, where a user is assigned based on specific requirements. However, when
Transaction Rules & Customer Payments
So I have a situation as follows. We have many clients who are all invoiced on the 1st of each month on a recurring invoice for 1 of 10 plans. This means that almost all payment dates are the same (some people pay late) and that a lot of the amounts are
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
Cross-Posting to a Telegram Channel
We don't have a native way to cross-post to Telegram channels. Did anyone find a way around it? I checked Zoho Flow - but Telegram isn't there. Maybe some 3rd party integrations connecting Facebook, IG, etc., bypassing SalesIQ altogether?
Marking a Desk ticket as Unread after merge
We have a custom script that runs against every new ticket and auto-merges it with any existing ticket that matches our criteria. That works fine but there is no functionality that reverts the newly-updated ticket back to an "unread" state. I found the
How to connect the Squarespace website with Zoho Thrive
Our website is created using Squarespace. To boost our sales, I planned to do the affiliate program and I thought to integrate our website store with Thrive. but I don't see the Squarespace platform. if I choose the custom build, I have to generate the
Error when trying to categorize bank transactions
I am trying to categorize my bank transactions. It was going fine, I categorized 50 or so transaction and suddenly I started getting an error that reads: "Transactions cannot be matched as the account you are trying to match it to, is different.". I select
Calendar item appears twice for Group Calendar Owner when a group member accepts the invitation
How to change this behavior? Please see screen recording here: https://workdrive.zohoexternal.com/external/eace5023938b52118ab0246dc28f208de6a091f0f77c023b0beb3862d572c694
Possibility of Recording CookieConsent in a Hidden Field in Zoho Forms
Dear Zoho Forms Team, We are using Zoho Forms on our website and have encountered a technical question related to GDPR compliance. Currently, we have Google Tag Manager installed, along with a script that tracks UTM parameters and GCLID. To comply with
Snapshot of totals
Hi, I'm more familiar with Creator so it's taking me a while to wrap my headaround the CRM. I've been asked to produce a metric that takes a snapshot total of ceratin fields everyday when they meet certain conditions : Total Average Value for example.
Bulk change color of selected notes
When I select several notes, I want to change their color, but there is no such function. I miss it.
Notebook does not remember the window size and position
Hello am using MS store version 3.3.0 It's not a big issue just a bit of annoying. App starts all the time on max size, after resizing, closing and reopening back to same state as the beginning. any way to fix it please?
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
Simple Deluge Script
Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like to convert it to Wednesday, February 5, 8:00 AM. My Date field is the API Name
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