Recent Topics
Hide panel shadow in zoho creator
Hello, I was wondering if I could hide the shadow that appears around panels in Zoho creator stateless pages.
Can a new Zoho User (Zoho Account) be created via an API?
I am looking for a way to be able to create new Zoho users (Zoho account) from within my application. I.e. I have a process where candidates apply via a public zoho creator form. When I like the candidate, I just click a button "Accept" and I want zoho user account created for that user, the user emailed the account information and they start getting access to the relevant areas of the zoho application. I have come across two conflicting posts with replies from Zoho support regarding my query -
Star Rating - New Field Type
Hi, Just an idea, How about a Star Rating Field. Simple 5-star system. Enables User to vote/rate on Form. View also displays rating for each row. It will be a new field type that we can drag and drop in form building. Dunno if it will be useful to everyone, but I'm aware that a lot of Creator users are here to use the forms for some sort of online questionnaire. This will surely help.
Feature Request: Detailed View - Related Block Links!
Desperately need a view record link option on records displaying in the related blocks on a Detail View. For the love of god, please add this feature. Thank you!
Adjusting subform layout in custom record template (PDF)
Hi there, For one of my forms, I’m working with a custom record template (PDF) that includes a subform. The subform contains two fields per row: an image field for uploading images and a single-line text field for descriptions. When I add the subform
Changing "Current Job Title"
Hi there, A lot of our consultants manually update the candidates we have in our database when they have a new job title as some candidates we already have for years in our systems. Now the issue is with Zoho (we recently changed to Zoho) that we can not just edit that field put the title we want and save it when we working on a candidate as it is a pick list. We just want the "current job title" to be a basic text field and where wondering how w could do that? If it is not possible to change would
Assistance Required: Merging Applications in Zoho Creator
Hello, everyone, We are planning to use Zoho Creator for one of our projects. The project includes two modules: Hotel Management and Fleet Hub Management, which are both listed on this page. Currently, we need to merge these two applications into a single
Kaizen #80 - COQL API - Part I
Hi everyone! Welcome back to another week of Kaizen! This week, we will discuss the COQL Queries in detail. COQL (CRM Object Query Language) is a powerful query language based on SQL syntax that allows users to write their own queries and fetch records
Free Webinar Alert! From Inbox Chaos to Holiday Calm: Wrapping Up Work in Zoho Mail
Hello everyone! We're happy to invite you all to our upcoming webinar: From Inbox Chaos to Holiday Calm: Wrapping Up Work in Zoho Mail. Break free from email overload! Join our webinar to learn how Zoho Mail helps take control of your inbox management.
Contact Name vs First/Last Name
Hi there, why is it showing as 'First Name' & 'Last Name' when creating/editing a 'Contact' but shows as 'Contact Name' (concatenating first & last Name) together when seeing the record? I'm wanting to add a 'Middle Name' but while it first nicely in
Issues with Unrealized Gain or Loss report
My base currency is EUR. I have a USD-denominated account and some EUR accounts. When I run the Unrealized Gain or Loss report, it shows me gain or loss not only for the USD-denominated account, but also for the EUR-denominated account. It's the base currency, so how can there be a gain or loss? Is that a bug, or am I missing something?
Separate Easy Apply and Candidate Portal
I like having the candidate portal, but I do not like that I have to turn on Easy Apply in order to use it. I just realized that when I turn off Easy Apply, I am turning off the candidate portal. Some of our candidates are using Easy Apply as a way to
When will Zoho MA have a feature to filter out bot clicks from actual human clicks?
When will Zoho MA have a feature to filter out bot clicks from actual human clicks so that actual metrics aren't affected? How are we expected to differentiate it today?
Eigen velden synchroniseren niet vanuit LEADS naar CONTACTS
Potentiële leden die zich aanmelden via onze website, worden automatisch als lead opgevoerd in ZOHO. Na screening kunnen we dat omzetten naar Contacten. Dat werkt op zich goed maar de eigen gedefinieerde velden worden niet meegenomen vanuit Leads naar
Les essentiels du design pour une campagne de fêtes impactante
La période des fêtes est idéale pour établir un lien avec votre public et augmenter l'engagement grâce à des campagnes d'e-mails créatives. Avec des boîtes mail qui se remplissent rapidement, vos e-mails doivent se démarquer pour capter l'attention de
Dashboard Auto-refresh
Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support
Reporting on open pipeline value over time
I'd like to use the stage-history table to be able to look at how much our open pipeline of potentials was valued at at any given time in the past in order to compare it with the present. I don't see how to do this using the current table or how to join it to another table. Basically, I want to see a "snapshot" down to the level of the day of the value of the pipeline. This seems like it should be easy to do, but I can't figure out how to get a date column into the report. Stage history only
Set a workflow/event for when changing quoted Items on a quote?
Hello, i would like to know how i can trigger some kind of event (zoho script or function) upon adding or switching the quoted Items of a quote? My objective here is that i want to price products dynamically according to the value of a field. Our products
Zoho Sites - Product Page
How can I make my product page more comperehensive?
Create Payment Api failure { code: 57, message: 'You are not authorized to perform this operation' }
const url = 'https://www.zohoapis.in/books/v3/customerpayments?organization_id=600341085'; const token = '1000.0ecc513369f1788b6ecef06668f7835f.6b59d46c9d35621b0a33fd489f4ce320' const reqdata = await request.json() const repsonse = await fetch(url, {
Request to Add Loyalty Program Feature to Zoho Books Standard Plan
Hello Zoho Team and Community, I’m a small retailer, and I've been using Zoho Books to manage my billing and accounting. As a retailer, customer loyalty is essential to my business. Offering a loyalty program where customers earn points for their purchases
Introducing Simplified Skill Management and Secure Custom Views
We’ve introduced enhanced Skill Set interface for managing skills and improved options for securing and describing your custom views. Skill Set UI Revamp The Skill Set feature in Zoho Recruit now has an updated user interface designed for clarity and
Is the "schedule 10 mass emails/module" limit a per user or per organization limit?
For scheduling emails out of Zoho CRM, there is a 10 scheduled mass emails per module limit according to Zoho documentation (https://help.zoho.com/portal/en/kb/crm/faqs/emails/articles/how-to-schedule-mass-emails-in-zoho-crm). Is this limit per user or
Learn at your convenience with our brand new Ebooks
Equipping our customers with smart project management techniques to navigate together in an ever evolving industry is our top priority. In that context, we’ve brought in a new addition to our learning materials- Ebooks. Ebooks help you learn on the go
SMS related costs Zoho Campaigns
Hi, in my company we need to send bulk SMS but we have some questions that are a bit confusing to answer with all the information. To send SMS in USA we need to register a 10DLC according to the documentation but it's not clear at all if this is a one
Catalyst DB is insufficient for many use cases
Hi all: I've been diving deep on full stack application development inside Zoho Catalyst. I've been using catalyst for serverless compute and API gateway for a few years, but I haven't used the DB beyond simple storing of app data. As I was working through
URL for candidate to register, but not to specific job
Is there a generic URL we can give to candidates for them to fill out a generic application so we have them on file? As a temporary solution we have been giving out the URL for a specific job posting but they do not fit the job description and sometime we do now want to create a specific job to get them in the system. Thanks
Where do I change the Display Company Logo for the chat window header.
Currently the image is the default SalesIQ, I have changed the Company Logo and Favicon in the Rebranding->logo section but this does not affect the chat window.
Cost of additional Zoho Analytics Portals
All I can find in the documentation is that additional portals cost $25 Is that a one off cost of $25? $25/year? $25/month? $25/user? Please can you clarify
Custom Views, Labels, and Color-Coding in Zoho Desk
I've come across a custom view feature in other ticket management software that I would like to ask be implemented in Desk as it would fit quite nicely with Desk's fluid interface. Basically, it allows users to create custom "queue" views based on whatever
Adding Attachment to Desk Ticket via Deluge
Hello, My team has a process where some people are entering information into a workbook in Zoho Sheet, and we need to get a copy of workbook into a ticket in Desk. We currently have a 'Submit' button on the Sheet that triggers a webhook to Flow, and from
Removing To or CC Addresses from Desk Ticket
I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This
【開催報告】 ユーザー交流会 2024/11/21（木） Zoho CRM / Campaigns / SalesIQ を活用した マーケティング、営業における売上拡大・業務効率化への挑戦
皆さま、こんにちは。コミュニティチームの中野です。 11/21（木）に大阪でユーザー交流会を開催しました。本投稿では、その様子をお届けします。当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 （Zoho セッションの登壇資料については、東京開催分の開催報告で共有いたします） 今年2回目の開催となる大阪でのユーザー交流会では、船井総合研究所 加藤さんによるZoho One の事例セッションのほか、 「Zoho CRM / Zoho Desk のワークフロー」をテーマに参加者同士でZoho
Retrieve Multiple Invoices With Details In One API Call
We can bulk retrieve invoices using: https://www.zohoapis.com/books/v3/invoicesinvoices/... https://www.zoho.com/inventory/api/v1/invoices/#list-invoices However, this does not include invoice details such as line items, etc. To obtain invoice with details,
Responsive Image with Max Original Size
On Zoho Learn I see two image dimension options: "Original Size" and "Fit to Width". If I choose "Original Size" the image is not responsive to different screen sizes or devices. If I choose "Fit to Width" the image is responsive, but it can be larger
Major Zoho Meeting Issues
Since Covid-19 breakout, we have started using Zoho Meeting a lot and we are hosting webinars on it almost every week. We have found some critical issues that negatively effects the experience of participants and also for hosters. Sharing these critical issues with you, if you have a chance it would be very beneficial to have some updates about these features; At webinars We can't have multiple webcams displaying. Nearly everyone have complaints about this feature. We also can't see oursevles (as
Persmission is automatically getting revoked in "functions" of zoho cliq
Iam developing a bot integration in zoho cliq using catalyst. In the cliq.zoho.com/developer page i created a function and i assigned a form submission action event for triggering the function. Everything was fine but the function is not getting executed
Always Match Destination Formatting while Pasting
How do I always match destination formatting when pasting in Zoho sheets?
Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other
exchange rate tab switch off
Hi Team, I want to switch off exchange rate tab. When I am submitting expense in USD it's fine because my base currency is USD but when I am submitting expenses in INR or any other currencies it still says USD in report. can you help me if one user can
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