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Generate access token(Google OAuth 2.0) dynamically using deluge
How to generate Google OAuth 2.0 access token dynamically using deluge to Add the zoho books invoice data in google spread sheet.
Placeholders for Multi-Level Discount
I am using custom templates for Invoices and all other modules. Since i have activated multi-level discount (an early-access feature from zoho) "discount at line-item and transaction level", I need placeholders for using them in my custom templates. With
Power of Automation: Streamline status update for linked issues.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. We have
How to have two separate views for different countries
Hi there, currently i have two offices i want to add to zoho crm, one office is in singapore which i have already implemented fully. The other office being malaysia which i want to implement. One issue with this is we want the malaysia office users to
Ticket View Across Departments
I setup departments for the main clients I service, tickets inbound from specific emails go right to the departments. This helps with reporting for me. I would like a view of tickets assigned to agent, or unassigned, across ALL departments. Basically I am handling tickets across 3 departments, but I have to keep switching to see what tickets i have. I would like a view where I look and see ALL tickets across ALL departments.
Merging 2 tickets
Hi I understand how to merge 2 tickets already but find the process quite cumbersome. It is not always simple to perform a search that causes the 2 tickets in question to show up on the Ticket Screen, and this is the only place a merge can be performed. Doing a search for the customer or contact linked to the ticket displays all of their tickets which could be hundreds to sort through, you could do a custom search that only shows open tickets but doing that every time is also time consuming. Not
Emailing a document to WorkDrive
Does WorkDrive include the ability to upload a document by sending an attachment to an email address? (Books and Expenses include this functionality) If it doesn't is it under consideration? on the Road Map?
【開催報告】 東京 ユーザー交流会 2024/11/29(金) Zoho Oneを活用した社内DX推進事例の共有
皆さま、こんにちは。コミュニティチームの藤澤です。 11/29(金)に東京ユーザー交流会を開催しました。10月の開催回に引き続き、多くのユーザーさんに参加いただきました！以下に各セッションの概要と登壇資料も掲載しています。ぜひご参照ください。 Zoho活用事例セッション：Zoho Oneで決め打ちDX~導入過程からコスパ・タイパを極めて効率化~ 今回は、株式会社T h e F l o wの若林さんに登壇いただき、Zoho One を活用した社内DX推進のことや、そもそも「DXとは何か？」というようなDXの本質に迫った内容まで多岐にお話しいただきました。以下に当日の発表内容と資料を一部抜粋して記載しています。
Product Request: Send email to Secondary email
Guys, we should be able to send the campaign to the secondary email too. Is this on the plans for Zoho Campaign? It looks like I can map the secondary email from the CRM to the Campaigs, but can not send the message.
Logic for sending to a non-primary email address
Hi, I have a scenario where contacts are able to sign up for emails with 2 different email addresses (example: work, personal). I've mapped both to Campaigns from Zoho CRM, but when I go to target an email only the primary email addresses are pulling in. How can I update this to look at both of the email addresses - or specifically the secondary email address in Campaigns? Thanks, Jenny
Ticket Status Colors
Can i change the colors of Ticket Status in the admin panel? Or even change the background of the entire cell of a Critical ticket? This way its easy for my agents to see a urgent ticket when it comes in. Right now everything is black text. Here Right
Zoho Sites and CloudFlare DNS issue over HTTPS
I have a Zoho Site with a custom domain voterprotectioncorps.org NameCheap is the registrar CloudFlare is the DNS manager, using custom Nameservers (see attached) I installed the SSL cert via Zoho Sites (the "Add SSL cert" option that installs the free
How do I do a formula to join two fields together like first name and last name into full name?
Having issues with this in my custom module. In most CRM systems you would do: FIELD1 & " " & FIELD2 But it gives an error saying I'm not supposed to use double quotations so not sure what that means. I've tried to read the formula help guide but it's
workflow field update will Not triggering another workflow rule
I have a Workflow rule that is supposed to get triggered when a field is modified to certain value. This field is actually the lead status and when the lead status changes to "Client Not Responding" . I have a series of emails that go out to re-engage
[Résolu] Liste dynamique dans Creator
Bonjour, Dans Zoho Creator j'aimera pouvoir afficher une liste en fonction d'une donnée choisie dans une autre liste. Explication : J'ai un formulaire Département avec comme champ : Nom J'ai un formulaire Personnel avec comme champs : Nom et 'lookup'
PDF Document creating, editing, digital signing?
Any chance you could provide PDF creating, editing,signing? Or perhaps integrate with http://www.pdfescape.com/ ? thanks, Linda
[Zoho Writer Webinar] Learn how to simplify your HR operations: Part 2
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for July 2024: Learn how Zoho Writer can simplify your HR operations: Part 2. This webinar will focus on how Zoho Writer can help HR teams streamline and automate their entire hiring
Pay in USD
Hi, is it possible to pay in USD instead of EUR? Thanks.
Stock function not working for Brazil (Bovespa)
Hi, The STOCK function in not working for the Brazil Exchange "Bovespa". This is the syntax I´m using: =STOCK("Bovespa:BBAS3";"PRICE"). Thanks for any help. Ale
Tablet Pencil + Fillable Form
Hi There, I just started using Zoho Writer Forms for our team on iOS. I noticed that some functions support 'scribble' or tablet pens and some do not. Is there a function I am missing where any text field can support 'scribble' or handwriting/printing
Announcing new features in Trident for macOS (v.1.10.0)
Hello everyone! Trident for macOS (v.1.10.0) is here with major features and enhancements to elevate your workplace communication and productivity. Let's take a quick look at them. Create tasks from emails. In addition to creating tasks from selected
Journey : "Added to segment" trigger doesn't work automatically
Hello, I’m experiencing an issue with our Marketing Automation 2.0 integration with Zoho CRM. We have multiple segments defined in Marketing Automation, each with criteria based on field values synced from Zoho CRM. If a field value changes in Zoho CRM,
Two way sync Zoho Mail and Bookings
Hi, I know it’s possible to view Bookings appointments in Zoho Mail, but is there a way to see my Zoho Mail meetings in the Bookings calendar?
Assistance Required: Email Configuration Issues for Domain clearskyaerials.net
Dear Support Team, I am experiencing issues with my email configuration after linking my domain, clearskyaerials.net, to Zoho Mail. I followed the DKIM setup guide and successfully configured it. While I can now send emails, I am unable to receive them.
How can I bulk import product images to Zoho crm.
How can I import product images to Zoho crm within bulk imports. I am using an excel sheet or csv and want to include an image (via URL) for each product. This topic is the closest I have found to a solution but I need further help to implement it: https://help.zoho.com/portal/en/community/topic/import-file-upload-and-image
Can't send mail Reason:554 5.1.8 Email Outgoing Blocked.
I send messages to my clients for my agency to my targeted clients last night I got (Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked) this warning. Now I can't send mails. Please fix this issue.
erro 553 retransmitindo e-mails não permitidos devido ao domínio ou algo parecido
Olá, não consigo enviar ou receber e-mails, pois mostra uma mensagem de erro 553 retransmitindo e-mails não permitidos devido ao domínio ou algo parecido.. Por favor, ajude-me a corrigi-lo. Obrigado.
How do I go to new form after using deluge button?
I have (Form1) - [Report1] (Form2) - [Report2] I have created a button which appears on [Report1] which creates a new record for [Form2] using data from [Form1]. I have the script working well, it pulls the needed information from Form1 and builds a new
smtppro.zoho.como eror
En nuestras cuentas de empresa desde hace unos dias estamos experimientando problemas con los correos IMAP outlook, generando un error en el smtppro.zoho.com 465 /SSL Todo estaba trabajando bien y sin problemas. Alguien mas con el mimo problema y/o encontró
Outgoing Email blocked
Hi Support Team, My outgoing emails has been blocked, Appreciate your help to unblock it. Hartron Trade
How do I stop getting notified about upgrading to Upgrade now and save big!
How do I stop getting notified about upgrading to Upgrade now and save big! There is no way to clear this notification, and EVERY Day I get alerted to upgrade, but there is no permanent way to dismiss this alert! How can I permanently dismiss this a
Sheet view ignores layout rules / How to restrict fields in sheet view
Hi Problem 1: When editing records in sheet view, layout rules are ignored. This is a problem, because it allows users to ignore some mandatory fields (mandatory in a Layout Rule). (Mass Update does not allow updating of fields with Layout Rules, so why
Portal users embed access
So I have a page with a form, and two reports on either side. The reports are embedded as html snippets. So basically, it's set up that when I select a material from the form lookup field, it reloads the report embeds but filters the records with the
Importing Accounts with Parent Accounts
I would like to import accounts that contain parent accounts. I see a Parent Account but do not see a Parent account number in the Zoho fields and will need this to make sure the correct unique parent is imported. Can you help explain how to accomplish this?
Merge item
As a follow up on a request point raised 7 years ago I would like to submit an official request to enable a "merge item" option. Discussion: https://help.zoho.com/portal/en/community/topic/merge-items submitted by user 4001007559351 Our business has several
Canvas Fit to Screen
Hi, is it possible to have the Fit to Screen tickbox unmarked as a default?
Banking - User Roles - Access To Single Bank Account
Hi, We have different locations with each location having a specific bank account for Expenses/Etc... Can you please confirm on whether it's possible to give a user (non accountant), specific access to only a single bank account as opposed to all accounts
Zoho Account search not finding account even thought account is created
Hi Over the last week I cannot find a account on a lookup field, the account exists as when I check in the module its there. Any lookup filter, in a lookup field fails to find the appropriate account, im not sure if you have a Regex issue but its clearly
How to send an alert when there have been no leads for 2 days
Hello, I want to be alerted when there have been no new leads created for, say, 2 days. It seems like it should be a simple thing to achieve but I'm struggling. I tried asking Zia and this was the answer, but it doesn't fit what I'm seeing on the workflow
How to get bulk write to work as expected
I need to move data from our systems into Zoho. I have created a sandbox to test the usage of migrating our data to Zoho and confirmed everything worked there. When attempting to do the same with our production CRM I was met with an error saying Zoho
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