Recent Topics
HELP! Trying to setup an automation for a look up field to be updated
We have a Charm EHR integration setup with Zoho. In order for the data to read to Charm from Zoho and vice versa a look up field titles facilities must be updated with the facility info. There's only one facility for all of our needs and I need to have
Paid newsletter via Zoho Campaigns
Hi, Is it possible to set up a paid newsletter via Zoho Campaigns? I would like to create a form with a link to payment gateway, then have those contacts added to a separate group to whom I can send a specific newsletter? Ideally I would like a tiered
【Zoho CRM】フィルター機能に関するアップデート:関連タブとサブフォーム内の項目でデータのフィルタリングが可能に
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中からフィルター機能に関するアップデートについて紹介します。 今回の機能アップデートにより、関連タブやサブフォーム内の項目タブで、データをフィルタリングできるようになりました。 この機能アップデートは、現在、JP(日本)、AU(オーストラリア)、CN(中国)のデータセンターに属する組織に対し適用されています。 他のデータセンターの組織に対しては、順次適用予定です。(2024年10月1日現在)
Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens.
Referencing a record's parent record
Hi I have a form Application with a subform Tools. Tools is a form in its own right, and I have a view of All Tools. However, I can't find a way to show in All Tools which Application each tools record is associated with (unless I add a lookup field for
Introducing Bin Locations In Zoho Inventory
Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature
Zoho OneAuth on Windows 11 Pro Keeps Crashing And NOT Working / TOTP Codes Generated on Android Phone Do NOT Work Consistently
There are major problems with using Zoho OneAuth on both Windows 11 and also on Android from past few days. 1. My Windows 11 computer is fully updated with all patches and security updates from Windows Updates. I have installed Zoho OneAuth on my Windows
Problem with Reply/Forward using alias
Hello, Case: I sent an email from alias and then I want to reply or forward my own message. Problem: In Zoho mail Desktop: When replying, in 'From' field by deafult appears my main e-mail address (not alias) When forwarding, in 'From' field by deafult
error using smtp
I got error when using stmp , shows "C4 NO [ALERT] The server details you are using seems incorrect" But my password is correct, any idea why?
Flows that should be triggered on "sales order update" stopped
I have two workflows that use "sales order update" as the trigger. For my sales orders, I use custom statuses. One flow is triggered when a specific sub-status is set, and the other when a sales order is closed. Both workflows stopped triggering in the
Plug Sample #3: Part 2 - Fetch the operators' available slots in Zoho Bookings.
In earlier post we covered how to design a Codeless bot to schedule an appointment/meeting on Zoho Booking using Plugs. In this post we will learn how to create a plug to fetch the operator's available timings on the visitor's preferred date in Zoho Bookings.
iCloud integration
I noticed from reading other threads that native integrations with Google Meet and Microsoft Teams are right around the corner. Are there other integrations and fixes to existing integrations coming? There are 2 things keeping me from using Zoho Bookings:
Using Zoho One to manage two (or more) businesses
We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per subscription).
How to control the # of version of files to keep?
Currently most of the WorkDrive Storage comprise of the many versions of files saved. How do I save some space and reduce the number of version of date or files saved in WorkDrive? Thanks
Reduce size of chat widget on mobile devices?
We want to trigger an auto-message when the user is on our pricing page for more than 10 seconds. This works absolutely fine on desktop devices, but is very irritating on mobile devices, because the chat window is too huge. If the user is reading something
Updating Woocommerce Variation Products Prices Via Zoho CRM
I can update product prices with this flow: But I can't update variant products. I got a code from Zoho for this, but I couldn't get it to work. It needs to find the product in the CRM from the SKU field and update the variation with the price there.
Automated SKUs
I have just started trialing ZI for a project we are running and I am hitting a problem with SKUs. I created an item group which provided automated SKUs but, with only 3 variables available, it isn't suitable to use so I am creating each item individually
Barcode
Hello All, how do i generate barcode in zoho Creator?
Zoho Docs and sheets - can they talk to each other?
Can data from a row on a sheet (ie a single data record), be integrated into a doc? And can that doc (a view if you like) be shared to a third party as commenter?
How to increase number of contacts shown in CRM Campaign ?
Hello Everybody, I can't find a way of increase the number of contacts displayed per campaign. It is limited to 10 contacts which is very distressing when I need to update the status of several contacts. What a huge waste of time and energy Is there a
Stock Count
The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important
How to remove the "disable ticket closure notification" from agents profile?
Hi May I know how to remove the "Disable Ticket closure notification" function for support agents while closing the tickets? Actually, support agents are disabling the closure notification before closing any tickets. I want to remove the disable function
Workload Report - Shift Tasks including subsequent dependent tasks
Hello, When I am reviewing the workload for my team, I sometimes want to move projects around and see the impact of rescheduling the whole project, pulling it forward/pushing it back. Is it possible, in the workload report, to move a task and have it
Permissions within a sub-folder
Hi all, I am interested to know if it is possible to remove a member from a subfolder, even if he/she is member of a folder of higher hierarchy. As an example, let's assume I add 5 members in folder X with Edit privileges and folder X has several sub-folders, let's say X1, X2, ...., X1.1, X1.2, ... In this case, all 5 members inherit the same privileges to all sub folders. Is it possible to go and change the privilege in one of the subfolders? So far, I have not managed to do it. thank you, Sofoklis
Recording Credit Card Fees when Recording Payment for Bills
It seems I am unable to record credit card fees when paying a bill. I pay close to 100% of my bills with a company credit card via online portals. I'm happy for the CC fess to be recorded as Bank Charges but it will not allow that field to be used if
Restrict end users to only one help center
We have multiple help centers, but want to define which end users can access which portal. I can't figure out how to do that. It seems that they have access to all portals, even when inviting them just from one.
Auto-reply & Out-of-office responses - where to set up a recipient in mailing campaign?
Hello, as in the subject - is it possible to set up that all Auto-reply & Out-of-office responses will go to "Reply to Address" not to "Sender's Email Address"? Thanks for the response in advance, Elling
Announcing new features in Trident for Windows (v.1.10.4.0)
Hello Community, Trident for Windows introduces exciting new features to optimise your email and multitasking experience. Let's take a quick look at what's new. Zoom eWidget Another addition to Trident's list of widgets: the Zoom eWidget. With this new
Announcing new features in Trident for Windows (v.1.5.2.0 + v.1.6.5.0)
Hello Community, Trident for Windows has some exciting new features, prioritizing security with enhancements to elevate your day-to-day communication and productivity. Let's take a quick look at them. Scrub emails Introducing the Scrub feature in Trident
Announcing new features in Trident for Windows (v.1.7.4.0)
Hello Community, Trident for Windows has new features aimed at enhancing ease of use and elevating your day-to-day communication and productivity. Let's take a quick look at them. Drag files from the WorkDrive widget to Mail Previously, with Smart Flow
Client Script also planned for Zoho Desk?
Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field
Featurecast Story 12 - Auto response
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 12 - Auto response Provide prompt, clear communication Auto response ensures that users receive an immediate confirmation of their message, setting a positive tone for their interactions
Add Knowledge Base KB Articles to multiple categories
Greetings, Love you help center system. One item that would be incredibly helpful to many of us would be able to add a single Knowledge Base KB article to multiple categories in our system. It seems it could be quite easy to use a checkbox form, instead
Client Script help for setting a listener
Hello Zoho Community, I need assistance with modifying my current client script. Current Setup I have a client script on the Quote module within CRM, which is set to run on the Edit Page. The script is triggered by a Field Event on a checkbox field called
Subform entries compare existing input values to see if a user has changed an input value
Hi Hoping this is simple, think i could do this within a normal form as you have the "old entries" feature Problem Subform where a user enters 4 entries each row is date1, date2, amount, qty, (confirmed blank text) Upon validate success, i write yes in each subform row "confirmed text field" Ok User comes along and edits any of the rows. if they change date1 or date2 or both i need to know the existing date values so i can can cancel the existing delivery dates Next if they change dates i also need
Kaizen #164 : Client Credentials
Hello everyone, Welcome back to Kaizen. In this post, we will discuss Client Credentials Flow and when it can be used. What is Client Credentials Flow? According to RFC6749, the official specification for the OAuth 2.0 authorization framework, "The client
Contextual Information when Apply Filters
Hello, Let's say I had a pivot report looking at an "Accounts" table, if I had a user filter to select a specific account. When a user hover overs an individual option in the "Accounts" user filter, is it possible to have a pop-up display with additional
Can I limit the information shown in a chart without filtering underlying data?
Hey there, this is a thing that boggled me for a while in Analytics: Can I limit what's displayed in a chart without filtering out underlying data? Example: I have a simple table with historic sales data (date - revenue) and want to create a chart to
Map chart - Can I remove the longitude, latitude and count that generated automatically in Tooltip?
Is there any way to remove this information in the Tooltip? I don't want to show the exact longitude, latitude, and Count. I just want to keep the columns I drag into Tooltip myself. Thanks!
Meeting Room Booking Software - Zoho Creator
I am trying to create a Meeting Room Booking software in Zoho Creator. I am exploring the default Conference Room Booking which is already there in Zoho Creator. I am trying to replicate the same, but I need the option to get data from the Zoho People
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