Recent Topics
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
Pivot Table on Campaign Members - Contacts and Contacts
see linked video https://workdrive.zohoexternal.com/external/a08bee671a33aa2bfbebe260af8a1150ff98d09fd43f7898ef5411396ba8c707
Converting XML to JSON
Hi! I need to convert a variable in XML to JSON. Can i do it without using an API on deluge? I looked into the documentation but couldn't get any answers to this. Thank you in advance!
Assigned to at task section
assigned to at task section i keep trying to assign a task but by default its assigned to me and i cant amend . could you please help on the same , and im supper admin can you please guide or solve this issue
What to do with a Contact when they Leave an Account?
I have some contacts in my CRM that have been flagged as no longer working for the Account they were associated with. What's the best way to deal with those contacts in order to preserve the history associated with them within the record. Flag them in
Quote Related List to Embed Third Party Apps
Pretty surprised to learn that this functionality doesn't exist on the Quote record. We need the ability to embed third-party apps via iFrame on the Quote record to integrate systems (https://developer.box.com/guides/embed/box-embed/). For example, we
replace all
I would like to be able to replace the quotes in a string. For example if the input for Description is 4" cap I would like to on success replace the " with (in) I have tried <variable>=Description.replaceAll(""","in") ; and receive the error Improper statement. Is there a way to replace the "
kanban view for client portal
Are kanban views an option for client portals? Access to Kanban views in the client portals would solve some mobile-compliant issues I have with the UI. Kanban functions very nicely on mobile and would be a super asset for my clients and vendors as they
COQL parsing error
Dear ZOHO support! I had a similar problem a few years ago, so I hope that you will help me. I've got an error for the following COQL query: `select $se_module, Trigger FROM Events WHERE (Created_Time >'2024-10-01T04:00:00Z') LIMIT 200`. The error response
I cannot sync Zoho Calendar with my Outlook for Mac Calendar
Hi there I have looked online everywhere, but there is a gap on instructions for how to sync the Zoho calendar with Outlook for Mac. I have connected my Zoho email through Outlook using IMAP but I cannot figure out the Calendar part! Please help!
We are experiencing slow download from Zoho Workdrive
We are experiencing slow download speeds from Zoho WorkDrive. It is downloading at 100 Kb/s... sometimes 250 Kb/s. This is not a local problem because all employees are working from different places and are experiencing the same issue. We conducted tests
Best way to fetch data from potentials using NextJS?
What is the best way to fetch data from Zoho CRM Potentials using NextJS. I would like to send the potential name and get back all data for that potential to display on our app. Thanks, Rob G.
Multiple Zoho CRM widget with NextJS
Reference: https://help.zoho.com/portal/en/community/topic/request-for-guidance-on-connecting-reactjs-to-zoho-crm-for-zoho-community-group Help us with managing multiple widgets within the same project. For example, we need URLs like https://127.0.0.1:5000/app/widget1
Connect and create Zoho CRM widget using React.js and package the widget through "zet" sdk
Hey guys, how y'all doing? I have trouble connecting zoho crm widget with react.js or other frameworks. Could you help me with CLI instructions for setting up zoho "zet" sdk and react.js and how to package the app later to be able to deploy it locally?
Zoho Campaigns cannot do Arabic
While there is no problem with non-Western languages in Zoho CRM, Campaigns does not let you create templates and notification emails in Arabic. There simply is no option to set the text direction Right-To-Left. I have asked our supplier, but heard nothing. Also submitted a service request, but again.. heard nothing. Not even an automated email. Why is this so hard for Zoho to implement? All it really takes is a wrapper div tag with style="direction: rtl;" on it. Please Zoho guys, let me know if
Create New Tasks Layout in CRM
I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!
Email Notifications on Estimate Approval?
Is it possible to for the estimate owner (or a fixed email address) to be sent an email notification when a customer approves an estimate? I have not found a way how. I created a workflow that is triggered by an estimate being edited and the status field
How do i email the primary and secondary address for a contact?
Ideally, i'd like to send a mass email to all my contacts and include their secondary addresses. but it seems to only send to their primary. how can i send to both?
Handling tenders as an opportunity / entity
Hi all We deal with lots of public service tenders. These are essentially Deals for Leads but with custom stage names (very formalised) and also custom fields and structure. Is it possible to create a new entity in the Zoho database, perhaps with Creator,
Trigger workflow or assignment rule from SDK Bulk Write
Hello, I've seen some discussion about a trigger parameter using the InsertRecord API call, however I was curious if it's possible to trigger a workflow or assignment rule using the Bulk Write calls in the SDK. Thanks
I can not save new invoice
Hello Now I am trying to save a new invoice but I can not save it because showing unpaid invoice warning which are not overdue. Please let me know how to skip unpaid invoice warning letter and save new invoice. Thank you
Sales Inbox shared mailbox - Best Practices
We have a sales & support team with 4 members. I'm trying to configure Sales Inbox in CRM Plus so that: 1) Incoming emails are shared between all members (imagine that someone is sick/out of the office, and other reps need to assist) 2) Outcoming emails
Mapping Accounts on Google Maps
Hello, Is there a way to map accounts within Zoho? I have exported to Google maps, but not ideal. Thanks, Keith
Relation name issue with getRelatedRecords
Hi, I'm puzzled because of the following. I have custom modules Participants (CustomModule5) and Departures (CustomModule1): a Contact can be a Participant in multiple Departures. Participants used to be called Passengers; it was renamed to Participants
How to automate to automatically upload resumes to zoho recruit when I download the resume to a specific folder in my windows PC?
Example: Google Drive for Desktop does the same it uploads the files downloaded in the chosen folder Is there any way that resumes download in a specific folder gets uploaded automatically in zoho recruit from windows PC??
5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (11/15)
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 11月開催のZoho ワークアウトについてお知らせします。 *今月の開催回は諸事情により中止とさせていただきます。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、
Segment is not pulling all tagged contacts
So I am trying to create a segment in campaign that pulls all the contacts with specific tags from CRM. When I create the segment it is only pulling about 80% of the contacts with that specific tag. I have isolated a few contacts that this happening for.
Inactive Items - Make Less Prominent by Default
Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically
Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module
Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,
Google Maps
How can I add google maps to Zoho. I put a new lead in and want to be able to click on a link for google maps and it takes me to that new leads address? Thanks
Cover Artwork for Notes
Hello Zoho. Similar to how we can add cover art for notebooks, it'd be cool to do the same thing towards individual notes. Maybe this can taken a step further and have it for collections too.
How to allow multiple agent to edit Knowledge Base articles in Zoho Desk?
Hi everyone, I’m currently setting up our Knowledge Base in Zoho Desk, and I’d like all members of my team to have the ability to edit articles created by me, as well as other articles within the Knowledge Base. I've tried adjusting roles and permissions
problema al cargar
hola consultame aparece el siguiente mensaje al cargar un formulario terminado no se puede cargar el archivo adjunto. pongase en contacto con el administrador del formulario. ¿A qué se refiere? ¿Cómo lo puedo solucionar?
Getting Organisation ID in Zoho Desk
Namaskaram, Check this link to know about Getting Organization ID (Org ID) in Zoho Desk. Crafted with ❤️ Zoho Gurus | Zoho Desk Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Create comment with custom zoho id
Hello, It's possible to create a comment with a custom zoho id with this endpoint : api/v1/tickets/{tickets_id}/comments ? At this time when I create a new comment by default the commenterId use the authtoken informations. It's not possible to post a body like this : { 'content' => $this->content, 'commenterId' => '142550000000184001' } Thanks
Knowledge Base - Primary Departments to Control Article Reviews and Feedback to Ticket Conversion
Hello everyone, We have an important inclusion in the Knowledge Base module: Associating a category to one or Primary Department. Up until now, a category could be associated with more than one department. This allowed the agents who were part of multiple
Does zoho have a feature that can help my sales team create a sales route?
Does zoho have a feature that can help my sales team create a sales route? This will save us time instead of having to use mapquest or google maps.
Create a Submission Form with the ability to Save and Return at a later date
Hello ZOHO Geniuses! We're trying to create a submission form that can be sent to a user which they can begin filling out, save and then return to at a later date to complete. The conditions are: 1. The same URL given to multiple people. Initially for all, the form will be blank. 2. User can create a New Submission or Continue on a previously left off one. 3. If they select New Submission, a unique FORM ID number will be given to them to write down and use for future lookup. 4. If they select Continue,
What's New in Zoho Billing - November 2024
Hello everyone, This month's what's new brings a bunch of new updates to Zoho Billing to improve your overall billing experience, ranging from Klarna payment method support to associating branch-specific logos. We have also launched our very own payment
How to reply to thread via API
We have built a webapp for our customers that uses the Zoho Desk API to enable each customer to view their full list of tickets, view individual tickets and raise new tickets. The Zoho Desk API doesn't have the ability to reply to a ticket/thread. Replies
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