Nederlandse Hulpbronnen

• Recent Topics

• UpdateRecord for contacts doesnt work from rule from another custom module

  I have a function that is triggered by an automatic rule when a record is created or edited in a custom module. The function searches for a record in the Contacts module and saves it in a lookup field of the newly created or updated record. It also updates

• Is there any workaround or method to restrict user login to a particular device

  Hi, I want to restrict my CRM user from accessing the Zoho CRM/Zoho One application to the company provided devices only. As far as I have explored there is no direct way to do this. Is there any workarounds that will allow me to do this. I want to ensure

• Zoho Analytics and Linked Workspaces

  I have a main workspace that contains all of the data for my company. I have need to allow users to build dashboards and reports for their departments, BUT I can't give them access to the main workspace as it contains all the company financial and employee

• When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory

  In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the

• Automatic Retry Mechanism for Failed Workflows in Zoho CRM

  Dear Zoho Team, I hope you're well. We would like to request a new feature for Zoho CRM workflows that introduces an automatic retry mechanism. At times, workflows fail due to temporary issues, such as "Returned error code - Socket Timeout" or other connection-related

• Invitation/reminders in CRM events using custom templates and contacts

  Hi. I'm sure you have several similar requests for something like this but I'd liek to make a suggestion for something that would surely be widely used. Our business is a service related operation that works on the basis of taking bookings for particular

• Does this count as multiple pages? Or only 1?

  Hello, I am trying to build a specific scenario within Zoho, but the trial indicates I need to upgrade to be able to test. Basically I have Zoho One and want to use Zoho CRM, Zoho Creator, and Zoho Sites. I see the limit on Zoho Sites is 50 pages. Here's

• IndiaMART Integration for Zoho CRM

  If you need to get IndiaMart leads in Zoho CRM without using Extension then this solution is for you. See step by step guide to integrate IndiaMart API quickly. Create Leads in Zoho CRM - IM ENQUIRY TIME, IM PRODUCT, IM QUERY ID, IM QUERY MCAT NAME, IM

• For Log a Call, "Call Type" menu needs more options, like "Left a message" and "Received a message".

  When logging phone calls, the "Call Type" menu is locked and only has 3 choices. Outbound, Inbound, and Missed. Since it is not limited to only IN or OUT, then it should have more useful options other than only "Missed". It is a locked system field. It

• Attachments question

  Hello, I used the zoho forms integration with zoho CRM to upload the generated PDF from zoho forms to the crm module under attachments. Is it possible to make the attachment section visible for my portal users? Thanks!

• How to add paid webinars?

  How to add paid webinars?

• Enhancement in Zoho CRM: Control who gets to participate in a forecast by customizing the user hierarchy

  Include only users from the sales function; exclude the rest Dear Customers, We hope you're well! We started this year with a series of exciting enhancements to Zoho CRM and to this list, we are thrilled to add an enhancement to forecasting. Let's talk

• portal level permissions?

  In creating my client portal using the same canvas as my employees use multiple modules and functions are missing. example: timelines, task, emails, activities. In the portal permissions tabs no option is available to turn on or off these functions. is

• When choosing custom view, load a particular Kanban view by defualt

  I have two custom views defined (say viewA, viewB) in the Leads module. I also have a Kanban views (say K1 and K2) defined in the Leads module. What I would like is that if I select viewA, it automatically loads Kanban via K1. If I select viewB, it automatically

• Zoho SalesIQのチャットボットへのcsvで作ったFAQリストのインポート方法

  上記は設定の中のどのメニューなのか、教えてください。 Chat gptに聞くと、「ナレッジベース」と言います。

• Zoho CRM - jump to section of record via a button

  HI, Is it possible to create a custom button on say the Contacts module so that when you load a contact record, the button and be pressed and it scrolls down to a certain section of the contact record to save all the scrolling each time? We have a lot

• ZOHO FSM integration with ZOHO CRM

  Hi, I run a cleaning company based in London, and we moved to Zoho CRM last summer. We have been using it ever since, with the help of an implementation partner for the initial setup. We are now trying to integrate Zoho FSM for our field technicians.

• 【Zoho Desk】問い合わせの関連付け（親子関係の設定）に関するアップデート

  本投稿は、本社のZoho Desk コミュニティに投稿された以下の記事を翻訳したものです。 Parent-Child ticketing upgrades for better efficiency and context 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。 Zoho Deskの問い合わせの関連付け（親子関係の設定）機能は、カスタマーサービスにおいて、関連する問題を紐づけることで より迅速かつ効率的に解決するのに役立ちます。 今回、本機能の３つのアップデートをご紹介します。

• Automate unzip files in WorkDrive

  I receive some emails which have attachments with password protected ZIP files, so by using filter option in Mail I simply forward it to the WorkDrive where other members can see it. But its password protected, so no option to unzip there inside Workdrive

• can't log in to app

  hi, i recently got a new phone and was in the process of transferring info when I hit a roadblock with the Writer app. I was able to log in just fine, however when it prompted me to redirect to the app it did not. When I pressed "continue" as prompted

• Can I add on-order information to the stock locations on the warehouse tab of item detail?

  We have 6 warehouse locations. Currently when you look up an item, the warehouses tab shows stock on hand, committed stock, and stock available for sale, broken down by warehouse. It would be very helpful if we could add a column that shows quantities

• Delivery method

  I don't see this returned in SO's details returned in the api so I created a custom field to be updated using %SO_DeliveryMethod%, (which works in templates) but this doesn't work though in the field update. Is this the wrong variable to use / is there

• Is it possible to have conditional pages?

  We have a Document, which consists of multiple different subdocuments. We want to have the subdocuments as pages inside a doc and only show them in specific cases. Is it possible to have conditional pages inside of a mail merge based on CRM data?

• A quicker way to provide accountants access to Zoho Books, similar to Xero and Quickbooks

  Hey guys, I'm finding the procedure to give access to an external accountant to Zoho Books less than ideal. Having to create an account by Zoho instead of myself, and then wait for it to be given a license to then pass to the accountant seems a bit time

• Add Atlassian User Management API Actions to Zoho Flow

  Hi, We would like to request the addition of new actions in Zoho Flow to support Atlassian User Management API calls. These actions would allow administrators to manage users effectively within their organization. Requested Actions: Deactivate Managed

• New to Zoho – Seeking Advice on Digitizing Course Evaluations

  My company and I are new to Zoho (less than two weeks in) and are looking for guidance on setting up a digital evaluation process for our in-person training courses. Not sure if this is a Creator solution or can keep within Zoho Forms and other components

• keep emails in CRM for a deactivated user

  Hoping someone can tell us how we can keep emails from a deactivated user available to all of our other staff within CRM and the leads and contacts modules.

• Assign CRM email template to CRM campaign record

  In my CRM, I have an 'Event' type of Camapigns record for which my system sends confirmation emails. Imagine that I use the Campaigns module to track my business events. Ideally I could have a separate email template per campaign. I'd need something like

• Invite up to 10 Guests missing from booking page

  hi I have seen it but yesterday the option is not longer on my booking form. I can not find a option other than below which is on.

• Zoho Forms - Dynamic Prefill Setup Question

  Hello, I'm very excited about this feature. So much I'm learning about webhooks. However, it seems that the webhooks I can obtain from Zoho Flow and Zoho CRM come with already parts in the URL that are put as invalid by the GET Webhook URL. Do I need

• Digest Februari 2025 - Een terugblik op de Zoho Community van Februari

  Beste Zoho Benelux Community, Elke maand brengen we de Community Digest uit om onze gebruikers te informeren over de mijlpalen en talloze updates in onze producten. Februari markeert de start van de langverwachte Zoholics kaartverkoop, de viering van

• Subform Client Script

  Good day, I have a subform where users can subscribe to various magazines. I would like to prevent the user from selecting the same magazine twice when adding a new row. Is there a way to prevent the user from doing this? (Can it be done via a client

• Unable to continue the payment of subscriptions

  Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help me

• Check-in and check-out time calculation discrepancy as shown in a screen recording

  Please see linked screen recording for my question: https://workdrive.zohoexternal.com/external/94dd0267dc877b3f827cc09b294625105627680700cec50e71d36c08e94cb257

• Make list from Workdrive Folder

  Hi, Today, my challenge is to simplify and optimize my drop-down list where I retrieve the list of files present in a WorkDrive folder. I had to create a custom function to replace and display special characters. Then, I need the file ID to open it in

• Associate expenses of an employee

  Hi, This question is for Zoho books team. We give advance amounts to employees and they spend the amount and submit the invoices for the amount. When they submit the invoices, we wish to add the expense to the respective "expense account (HR expense,

• Private message in Facebook

  How can i send a private message to a person that sent a message in a facebook Post.

• Can't sign into any of the Zoho apps on MacBook...

  I click "sign in" and it either does absolutely nothing, or it opens OneAuth and then just sits there. Can't even begin to use them 'cause I can't even login; Vault, Books, Creator

• Analytics - Opened versus Clicked?

  Good day, we have just sent out an email campaign vis the mass email option to our contacts lists and i have noticed that more recipients clicked on the email than opened the email. Can that be and can you explain the difference between the 2 statuses

• Workdrive comment links stopped working.

  I have marked a PDF file with 95 comments, they have worked for a while. When i clicked on them they brought me to the correct page and showed me the outline that i had drew on the plans. The comments included the page number of the outline, but now it

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