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• Custom Function : Copy multilookup field to text field

  Hi, I'm a newbie on function programming, I try to copy text from a multi lookup field named "societe" to a text field named "societe2". I've used this code. In deluge script it seems to work, but when I trigger this function it doesn't work (Societe2

• Zoho CRM's V8 APIs are here!

  Hello everyone!!! We hope you are all doing well. Announcing Zoho CRM's V8 APIs! Packed with powerful new features to supercharge your developer experience. Let us take a look at what's new in V8 APIs: Get Related Records Count of a Record API: Ever wondered

• How to automatically go to the bottom of a Zoho spreadsheet when opening the file

  Is there a way to open a Zoho spreadsheet and have it automatically go to the either the bottom row that contains any sort of text or formula?   It would work fine if it simply went to the "lowest" row for Column A that contains information.  I do see you can use the URL to go to a specific cell (and probably a named cell as well) but I haven't found a way to do what I'm asking.  The spreadsheets are fairly dynamic and information is added to them frequently.   Another thing that would work would

• How to overcome Zoho Deluge's time limit?

  I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries

• What are the knowledge database limit for AnswerBot and which app its integrate?

  1) Can AnswerBot be integrated in Trainer Central? 2) Can AnswerBot learn from external websites and excel spreadsheets? 3) Is there a limit size or number of documents for the knowledge based content to train AnswerBot? Thanks

• Have you checked your Email headers for DKIM Failure?

  Have you taken a look at your email headers for DKIM failures even with DKIM set up properly? I've had DKIM successfully set up for many months. My account currently shows Email Verified and Authenticated. Big green check marks. Email Relay is also showing

• Add more than 7 sender addresses in campaigns

  I need to add at least 15 sender email addresses but am currently limited to 7. Please can you increase. Thank you

• How to avoid outgoing emails from Zoho CRM from being treated as SPAM/Junk when arriving in an Outlook Inbox?

  I just upgraded to Zoho CRM paid version so I could use the Mass EMail feature using a simple email template I prepared.   When testing this feature out, I sent emails to my Yahoo, GMail and to an Outlook EMail Inboxes.   Yahoo & GMail received the messages fine.    I have attached a print screen from my Outlook "Junk Folder" that shows the error message and note that at the bottom of the screen, it is obvioius that ZohoCRM's mail server is noted in the email's header/footer.  BELOW is the last few

• Automate pushing Zoho CRM backups into Zoho WorkDrive

  Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

• Managing two books in Zoho Books

  is it possible to effectively manage two separate books within Zoho Books? My organization is considering handling accounting for two distinct subsidiaries, and we would like to understand the best way to achieve this within the Zoho Books.

• Popup or Highlight on the Form based on a comparison

  I have a field for Engine Odometer, and a field for next oil change in KM. Is it possible to generate a popup, or highlight the form, if the Engine Odometer number is larger than the next oil change in KM number?

• Remove the dot menu and + sign on sub form

  If I don't want the user to be able to add more entries on a subform, am I able to remove the dot menu and the + sign?

• Allow Zoho form to send to one of our ogranizations groups

  All emails from the form submission are being held for moderation. I have permissions set to organization members, and I think I have the forms setup in our DMARC

• Disable fields in multiple subform rows

  Hello everybody! I have an odd one here. I have a subform that collects hours of operation. It contains these fields: Days, Type, Open, and Closed. On load of the form I add 7 rows with Mon - Sun in the Days field. I then disable that field and the add/delete

• Change Last Name to not required in Leads

  I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

• to close auto payment system for renew my subscription. and get refund my deduct money.

  please consider and refund my money.

• Unified customer portal login

  As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

• Writing Checks to Employees for Reimbursable Expenses

  I couldn't find a way to write a check through books or expense to an employee for reimbursable expenses. The expense created an entry in the system with a debit (expense) credit (liability). I entered a bill and used the liability account so it would

• Best way to automate quotes in CRM

  I am trying to take specific information from prospects/clients through Zoho Forms (contact info, square footage, surface area, etc.) and auto generate quotes based on the information submitted.  Ideally, the quote would be sent immediately after the form is submitted. I know Zoho has a few different ways to achieve this and wanted to know if there was a 'best practice' for automating the quotation function within CRM. Or if there was another app that can perform this functionality better (Zoho Commerce,

• Sync Creator form submissions to WorkDrive folder

  I've made 10 Creator applications, and need to sync my each application's submissions into a WorkDrive folder. I need the form submissions to be PDF file type and sync to a specific folder for documentation purposes. I have tried to use a workflow, but

• Share passwords/secrets and folders/chambers with external users

  Currently you allow sharing passwords with internal users, internal user groups, and third parties. The third party feature gives temporary access of 30 minutes and it does not have any sign up. What we really need is to properly share secrets/passwords (and ideally folders/chambers) with Zoho Vault users that are not part of our organisation - even if they are on the free plan. If they accept the share, the password would be stored in their Zoho Vault as long as I maintain the share. If I revoke

• View Kanban tasks in "Status" layout for all projects

  Hi I'm testing Zoho Projects Express to see if it is suitable for my business. So far it looks great and seems to do everything we want (except critical path on the Gantt charts), but one thing I can't seem to figure out is this: If I go into a project, and choose "Kanban", I can select the "Status" layout which is great. I can see the status of all of the tasks in that project, and who is working on what. However, if I go to: Home > My Tasks > Kanban, then the "Status" layout isn't an option - only

• Subform dynamic fields on Edit, Load of Main form.

  Main Form: Time_Entry Sub Form (separate form): Time_Entries Time_Entries.Time_Entry_No is lookup to - Time_Entry.Time_Sheet_ID (auto number). I would like to disable some of the subform fields upon load (when edited) of the Time_Entry main form. What

• Save Draft in email bigin for desktop and mobile

  Hi any news to when we going to have the save draft for email in bigin desktop and mobile?

• Zoho Desk and Zoho Inventory

  I am hoping I am not the only one with this need but has anyone else notice the lack of integration between Zoho Desk and Zoho Inventory and eventual funneling into an Invoice in Zoho Books?  As an IT service provider we very often will sell parts (items) along with services for installing said item(s).  I have discovered that although you can integrate your Inventory Items into Desk as a "Product", it serves no real functionality.  In fact, I found the concept confusing compared to how many Service

• Including Field in email body based on answer

  I am making a form as a checklist of our mechanics. I have it setup with choice matrix. The choices are "Bad" and "Good". I would like to have only the "Bad" show up in the email body. I am not against changing how it is setup, thank you.

• Remove attachment from ticket

  Hello, When we receive e-mails from our customers, lots of those e-mails contain attachments with sensitive information, which we need to delete from the ticket after using it. It is forbidden for our company to store these attachments, due to security reasons.  Is there a possibility to delete an attachment from a ticket in any way? It is necessary for us that this possibility is available. Thanks in advance, Yorick

• Fetch function not working for CRM Contacts

  I've created a flow that checks if a contact exists in CRM (based on form input), and if it does, then it updates one of the fields for the contact. In my test, the fetch function correctly identifies that a contact exists (based on email address), but

• Zoho Bigin | Adding users to a deal in bigin

  Hi, One of our ongoing POCs required adding users to a deal in Bigin. I found that we cannot add individuals using custom fields when we have an Express license. Is there any way to do it?

• How to create Comparison across Period chart in a dashboard?

  Hi all How can I create this chart in a custom dashboard? The issue for me is that this chart is very small. The CRM module (unlike Projects module) has no ability to expand a chart. I want to make it larger, but also want to include it in a custom Forecast

• Validation Rules Trigger on Untouched Fields

  In Zoho Desk, validation rules trigger for ALL fields during an update—even fields that weren't modified in the current edit. This behavior is fundamentally different from Zoho CRM and other Zoho products, where validation rules only apply to fields actually

• Add Subform Field based on Record Field

  Hi All, I am struggling with finding a solution that can populate a subform field based on an existing field on the record. Use case is I have added Current Exchange Rate on a quote as a custom field, I then have a subform with Quoted items that include

• CREATE REPORT USING TWO FORMS

  ONE FORM CONTAINS LIST OF ALL CLIENTS WHOSE RETURN IS FILED AND OTHER FORM CONTAINS LIST OF RETURNS FILED YEARWISE. NOW I REQUIRED A REPORT OF ALL CLIENTS WHOSE RETURN ARE PENDING FOR A PARTICULAR YEAR

• Make other sub fields mandatory, if first subfield is not empty

  I am not finding an option in the rules to make other sub fields mandatory if the first sub field is not empty. I am using the name field to collect parts info, with sub fields of Part Name, Part Number, and Quantity. But I don't want these mandatory

• How to normalize CRM module when integrating with Survey?

  This question is about the problem with many-to-many relationships and Survey. One of the things our organization does is track people in our program and their jobs. We get new information from the people three times annually through Zoho Surveys. Survey

• Poor Search Results on Zoho CRM

  The search on Zoho CRM is quite poor. Salesforce has now published a new search, when will get this on Zoho? https://help.salesforce.com/s/articleView?id=data.c360_a_hybridsearch_index.htm&type=5

• Parentheses in System Path

  Zoho WorkDrive includes a mandatory parenthesis with the organization name in the desktop sync client. This adds parens to the system path. Many command-line applications do not allow for the use of parenthesis, so if you want to use a file saved on WorkDrive in a command line you cannot. Most major document syncing platforms do not allow parenthesis for this reason.

• Introducing Assemblies and Kits in Zoho Inventory

  Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

• Associating Multiple Work Orders with a Single Invoice in Zoho FSM

  Hello Everyone, Is it possible to associate multiple Work Orders with a single Invoice in Zoho FSM? Best Regards, Subhash Kumar

• Client Script Quality of Life Improvements #1

  Since I'm doing quite a bit of client scripting, I wanted to advise the Zoho Dev teams about some items I have found in client script that could be improved upon. A lot of these are minor, but I feel are important none-the-less. Show Error on Subform

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