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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.
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
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
Mail sent from Journey in Marketing Automation not syncing in CRM Contact Details
Hi, I've created a module in Zoho CRM called "test module" and synced it in Zoho Marketing Automation, in a list called "test module list". Then I created just one contact in test module, and it synced correctly in the zoho marketing automation list.
Need to bundle based on inventory stock not accounting stock
Cannot create a bundle / composite item until a bill has been received, even if there is available stock due to an item receipt. This should be changed as it is required to make a bundle and invoice the customer before the vendor has billed us.
Territory view for custom modules?
I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories: Contacts / Accounts / Opportunities These modules don't have territories: Buildings (custom module) and
New in Writer: Enhanced Content Generation and Formatting features
We are excited to unveil these features that can enhance your content creation and formatting experience. These additions are carefully tailored to boost your productivity and unlock your full content creation potential. Get the scoop on all the fresh
[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool
[Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call
Does Thrive work with Zoho Billing (Subscriptions)?
I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you
Sales tour mapping
Hi Zoho people and users, Wouldn't be cool if one could import an itinerary say from Gmaps, specify a radius along the line and pop ! show a smattering of droplets on the maps, each representing a customer or lead ? Clicking on a droplet would open the
Envato Elements Templates w/ZoHo Commerce/Sites
Hi guys, We're currently running most of our business on ZoHo and we saw the recent launch of ZoHo Commerce that seems to leverage the Sites product and the Cart product. So with that said, my understanding is that HTML & CSS can be used to build a completely
Button for Deal Name copying from Company Name
Hi; I have prepared a function for Button while creating new - first time starting record of Deal - that team would like that name of project will be generated by clicking button after choosing company name - that button - and the mandatory system field
InteGreat 03: Integrating Zoho Creator with Zoho Books
Hi everyone, Today, we'll look at how to integrate your Zoho Creator app with Zoho Books. This is one of the most popular Zoho integrations that our customers use. You can use this integration to automate processes like: Creating quotes and invoices in Zoho Books from within Zoho Creator Accessing quotes, bills, and invoices from within Zoho Creator Linking bills and invoices to a project and performing profit calculations With Deluge, you can use the built-in integration task to connect with the
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