Recent Topics
 
Create Chioces from Subform Entries
I'm sure this has been asked and answered, but I'm not a developer. I get lost trying to follow the custom scripts that have been posted. I have a main setup form. I have a sub-form where a manager can setup different job-types. The manager can give the
 
Insert fields into Record Summary from Subform
Hi, I'm trying to insert the rows of data from a subform into a record summary template. Right now it puts all the entries together separated by a comma like below (Burton, Salomon). I'd like to see all the fields for row one grouped together, then all the fields for row 2, etc. Thanks! How it is: I'd like it to look more like this: Jack McBlack - PO  Please create SKU(s) for the following product(s). Thanks! Burton                         Slipper liners             1234                           
 
Associate subforms and save templates as draft in Email and Inventory templates
Hello everyone, We are here with one of the most awaited updates in the Templates! Associate subform data to templates Fields from a Subform can be added to email and inventory templates in a tabular manner. Each subform will be displayed as an individual
 
Books generiert keine valide XRechnung/ZUGFeRD
Hallo zusammen, ich möchte hier ein Problem ansprechen, das mir aktuell bei der Nutzung von Books erhebliche Schwierigkeiten bereitet, und hoffe auf Austausch oder Lösungsansätze von anderen Nutzern. Bei der Erstellung von XRechnungen mit Books treten
 
Have the possibility to import or export codeless Zoho bots.
It would be cool if zobots could be exported and imported.
 
Published Job Boards
How can you add Job Boards to publish to?
 
Shared Inbox Help
Hello All, When we secure a deal we end up managing a lot of our projects through a shared company email inbox. We have a lot of emails so need to share them in case one of the team is off/busy, they all need picked up and actioned the same day. It is
 
Save and Return Via Zoho Forms
Zoho Forms allows to send 1 email for the save and return option. How do I send at least 3 email blasts to the applicant to return and complete their form?
 
Including Charts in Zoho Form Email Notifications
I have a form setup that has values assigned to each question. I have formulas setup to "score" those responses, and I would like to include some charts in my email notification to the submitter. I see two ways of potentially making this happen: Passing
 
View As <Profile Name> for development
It would be great if we could have the ability to view a CRM as a particular profile other than the one that's assigned to the user account. Unless this feature already exists, we could quickly switch between profiles to validate field and module permissions,
 
Kaizen #180: Automating Data Transfer from Zoho Sheets to Zoho CRM Subforms
Hello everyone! Welcome back to another exciting Kaizen post! This time, we will discuss the solution for a use case—leveraging Client Scripts and Functions to get the job done efficiently by integrating with Zoho Sheets. In this kaizen post, Handling
 
Ideas with Job Opening Synchronization and Automation Data Transfer
Job Opening Synchronization with Indeed We are facing challenges with updating job openings on Indeed when the details are modified in Zoho Recruit. Specifically: Date Update Issue: When we update a job position’s “Date Opened” in Zoho Recruit, the change
 
ticketsCountByFieldValues
Hi Zoho Team, Just to check how can I include customfields to the url string. currently I'm using this. url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?accountId=xxxxxxxxxxx&departmentId=xxxxxxxxxxxxxx&field=statusType,status" If I add customFields
 
Mrs
I have paid for a year subscription. I cannot set up my account I need help
 
Watermarking with Zoho PDF Editor
Please confirm if Zoho PDF Editor can apply a watermark automatically to all pages in the document, e.g. "Draft", or the name of the purchaser of the document in the footer of all pages?
 
Email Body as Ticket Description
Many of my customers use the support email instead of the portal to enter tickets. When this happens, the "Description" field is left blank. The email subject is automatically entered as the ticket subject when tickets are created this way - I would like
 
Ticket/email attachment automation
Is it possible for a ticket to grab any attachments included in the email chain(s) and add them as ticket attachments?  Or at least is there a better work-around than saving attachments to a workstation and then uploading them to the ticket? What is the best workflow others have found to include files sent to and from clients in tickets?
 
custom candidate status
how can I customize the candidate statuses (referenced to job opening). The default list can not be edited.
 
How to... Automatically update a field in "Contacts" that i change or add in "Accounts"
Hi There HELP ;_) I have a field in ACCOUNTS called REPS that has drop down options (Global Drop down List) I want to Update a field in CONTACT called REPS (Global Drop down List) automatically for all contacts associated to the Company in Accounts I
 
Is there a way to select all notes in a notebook at once?
I am trying to move notes into other notebooks but I can only select individually at the moment ( holding control allows adding to selection but it's tedious when there are a lot of notes and if I mis-click I have to start again.
 
Notebook freezes mobile
Hi I'm very happy to have found an alternative to Evernote! But when using Notebook on my Android mobile, it freezes. Typing gets very slow. I need to exit the app, and when I do so, my screen becomes black and need some time to give access to the phone
 
Setting Duration for Tasks
Can any one have any idea how can we set start date and end date for tasks by excluding saturday and sunday.
 
Zoho Learn Add members to a course API issues
Hello, Been having an issue with the add members to a course API for quite some time now. uids = list(); uids.add(ZUID); paramMap = {"userIds":{"" + uids + ""}}; addmember = invokeurl [ url :"https://learn.zoho.eu/learn/api/v1/portal/" + portal + "/course/"
 
Version Update in Writer Desktop Apps?
Are there plans to add the ability to check for updates within the Writer desktop apps? There seems to be no simple way of knowing if newer version are available for download.
 
Using Direct Assignment Automation for Keywords in Tickets
Hello, I'm trying to use the Direct Assignment automation to move a ticket from one department to a different one based on a keyword found in the tickets subject OR description. SAMPLE:  Ticket Create (Checked) Ticket coming to - Dept A Criteria - Subject contains keyword OR Description contains keyword Move Ticket to - Dept B Assign Ticket To - Unassigned I saved and tested this by sending emails to Dept A using the keywords, but it keeps sending it straight to Dept A. Am I doing something wrong
 
API issue: list invoices endpoint no longer returns custom fields
Hi, could anyone please advise. It looks as though the Zoho Books API has been changed, and now does not reflect the documentation. We use the list invoices endpoint (https://www.zoho.com/invoice/api/v3/invoices/#list-invoices) to return a list of invoices,
 
Add the new Home Widgets and Social channels to the signature landig page chat?
the landig page chat window does not show the new features of home widgets and social channels How can we add them to it?
 
Custom Page title
Hi how can we set a custom page title? like<title> in html Now it displays my username as the page title for dashboards and all other forms. It should be good if the user visits the dashboard page then the title is Dashboard.
 
Schedule Flow on Last Day of Month
Is there a way to schedule a flow to run on relative terms like last day of month, first Monday of month, 5th day of month, second Tuesday of month, etc?
 
Support more fonts
I am writting in Hebrew and I must have fonts that looks good in Hebrew, Such as Calibri or Arial . You don't support them and all current fonts looks very bad. Also a default of RTL (Right To Left) for the noes would be appreciated.
 
Participe dos encontros exclusivos Zoho User Groups (ZUGs)
Temos um convite especial para você! Participe dos Zoho User Groups (ZUGs), encontros presenciais que conectam usuários, especialistas e parceiros da Zoho. Esses eventos são a oportunidade perfeita para compartilhar melhores práticas e descobrir como
 
Zoho Projects connector with Zoho CRM (Related List module) features
Hi community, I use Zoho Projects connected to Zoho CRM, where we associate Projects with Deals, clients, etc.. I am looking to change/edit the fields that are available in the integration. Currently it shows Project Status, Project Completion, Milestones,
 
Task created from Email Alias
When forwarding multiple emails to project email alias, it will create a task as internal which makes a lot of "General" Task List as I've created automation to set the flag as external. Is there any way to set up the task list created from email alias
 
Meeting schedule proposal
We are currently working on creating meeting invites for Outlook through Zoho Deluge. However, we have encountered an issue when a client sends a proposal for a new meeting schedule. In this case, we are only receiving the status of whether the client
 
Is there any limit on creating stages in pipelines in Bigin
Thankyou.
 
Zoho Account's domain removal process
As part of our domain clean-up process, we plan to remove domains that have not been renewed. Why this matters Zoho handles a large number of domains added by organizations daily. However, many organizations stop renewing domains they no longer need,
 
Formatting in translated survey
Hi, I'm putting together a bilingual survey that has some basic formatting (line breaks, italics, email links) in some of the "descriptive text" boxes as well as the survey conclusion page. Unfortunately, attempting to reproduce this formatting on the
 
Matrix Grid Formatting
Is it possible with a matrix grid question to lock the columns so when the respondent scrolls to a row that is farther down the screen, the column questions are still visible?  Similar to freezing rows in Excel? Also, is it possible to make the column of row choices or columns shorter?  I'd like to have them all viewable on one screen, so the respondent doesn't need to scroll right.
 
Zoho CRM Workflow Function Not Receiving Field Data – All Values NULL
Hi Everyone, I am trying to do an automation using function and workflow. One of our client has a request that they want to get an update about all of their sales order on their application when the status of sales order change. I created a work flow
 
Lead distribution in round robin model
Hi, I would like to propose the lead distribution functionality to the sales team in a Round Robin model. The idea is to allow a sales team to receive their leads in order of entry for each salesperson. I understand that Bigin's automations are simpler than other platforms and I think they should continue to do so. But a simple adjustment can allow leads to be distributed to predefined users in a given profile. In this case the process would be: 1. Create a new user profile and associate salespeople
 
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