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How to do the equivalent of object.Parent.Grandparent.Field in Creator?
I have a form with a parent form and I frequently want to access the parent form data from the UI. One concrete example is an Inventory report. The Inventory has a Product and the product has a classification. I would like to display inventory.Product.Classification
how to get the status of customer in the customer portal using deluge script
From the knowledge I knew, thisapp.portal.profileForUser(); This script able to get the permission of the customer. But, how to get the status of customer (the status I referred is Approved Customer, Pending Customer and Unconfirmed Customer) using the
Zoho Finance Workshop 2025 is Happening Now!
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take
Zoho Inventory: Get Items with sotck on hand in different warehouses in a single shot
Hello, Is there a way to get all the items with their stock properties per warehouse in a single API call? I'm trying to use this: https://inventory.zoho.com/api/v1/items?organization_id=organizationId it's returning: "item_id": "2767260000000074112",
Social Selling: LinkedIn Unified Inbox within SalesInbox
Can you add LinkedIn Unified Inbox to CRM SalesInbox - this would enable managing LinkedIn Connections Messaging Directly from SalesInbox - adding leads, creating contacts and or potentials within CRM from Linkedin conversations Examples of LinkedIn inbox
Unable to integrate Whatsapp Messaging into Zoho CRM - Business Messaging
Hello, I want to set up Business Messaging in our Zoho CRM and am struggling to set it up. I have logged into the account and our facebook business page, our business shows in the dropdown for WhatsApp Business Account but does not for WhatsApp Business
Automatic field update for Date field with current date + 5 business days?
I have a custom module which has several stages, and each stage has a deadline. How can I go about updating the "Deadline Date" field to be the current date + 5 business days? Cant find a way to do this with Flow or Blueprints
How Come Deals/Potentials records retrieved using deluge integration functions don't contain 'Pipeline' value but API Get Recrods request DOES return Pipeline
Hello, Seems like several places this question can be asked so I'll give it a shot here. When using zoho.crm.getRecordById() deluge function and retrieving a record from the Deals/Potentials module the returned data does not include any info about the
How to track email open/clicks/bounces in campaigns in Zoho CRM
I have sent out a mass email to contacts in my campaign on Zoho CRM. I get a signal notification every time an email is opened, clicked or bounced, but this does not automatically update the Campaign Member Status to the appropriate value. Is there a
[Resolved] Bug Subform delete row ?
Hi, I noticed that there was a delay when deleting a row from a subform. I have a script that updates price fields, but when I delete a row, the first row isn't updated, but it is updated on the second row deleted. Here's a video, as well as my script.
What's New in Zoho Analytics - March 2025
Hello Users, We're back with the latest set of enhancements and improvements aimed at improving your analytics experience. Common Query Table Expression (CTE) support in Query Tables We’ve added support for Common Table Expressions (CTE) in Query Tables,
Free Webinar Alert! Transforming Enterprise Workflows with Zoho Workplace and Projects
Hello everyone! We have exciting news on our webinar front. Our next Workplace webinar is here, and this time, we're collaborating with Zoho Projects. We'll showcase how this powerful integration can be the perfect solution for your seamless project management
Client Script $Crm.user.role returning undefined
Hey all! I have a client script I'm trying to run based off of the user's role. I'm able to use the following: var fname = $Crm.user.first_name; To properly return a first name when logging in the console, but whenever I try the same with $Crm.user.role
brackets to be used in COQL's Where.
I use version 7 COQL to get Deals. It seems that I need to properly enclose the criteria in brackets in the Where, but I don't know the criteria to enclose them. I need to specify quite a few criteria in Where, so I would like a clear explanation. I am
Once again, Zoho Tables downloads are failing
We have a table from which we must download monthly. The downloads have failed in the past, and they are failing again today. Our preferred format is CSV, but we can, if necessary, take an Excel file and convert it to CSV. Unfortunately neither download
Zoho Finance Workshop 2025 is Happening Now!
Hello everyone! We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take
how to check total number of customers utilized (Is totality, not per application)
Hi all, How to check total number of customers utilized (Is totality, not per application) For example, I have two applications Application A (10 customers are using) and Application B (5 customers are using) I wish to get the value of 15 customers. I
Grouping Forecast Achievement by Month
Hi all I have the Forecast setup in CRM and I now want to create a dashboard widget on my manager dashboard to show our achievement against target by month. I can't see a way to group by forecast period or by forecast month in the settings for the dashboard.
Cannot Access Admin Console
Hello, After I upgrade from free mail to Lite Mail I can't access Admin Console. Always stuck like that. Please help, thank you. Regards, Arman
Automatically Update Amount Field in Deals
After a Sales Order is assigned to a Deal, I want the grand total of all associated Sales Orders to be automatically summed and written to the Deal's Amount field. The idea is to prevent users from manually changing the Amount. I'm finding it hard to
Zoho Meeting vs. Zoom Meetings
Where are apart of Zoho One, we currently use Zoom meeting for our weekly sales meeting. Would Zoho meeting have the same capabilities?
Does Zoho Offer a Product Similar to SwaggerHub for API Documentation Sharing
Hi, Maybe it's relevant to the zoho sprints community. We are looking for a solution within the Zoho ecosystem that allows us to share APIs with clients over the web, similar to what SwaggerHub offers. Something like this: Is there such a product in the
Zoho Meeting functionality like zoom.us
I think Zoho meeting is very immature. Please consider functionality similar to Zoom which has numbers in Australia and can allow up to 100 participants to connect with Video and screen sharing.
Meeting vs Zoom and why we are moving
Dear Meeting team, I want to share my thoughts on Meeting vs Zoom and explain why we are moving back to Zoom for all our video conferencing, even though it is part of our Zoho One Subscription. 1). Video & Audio quality - We see a significant downgrade in video quality when using Meeting vs Zoom, even when using the same internet connections. Meeting video is blurry and not sharp compared to Zoom. Audio is also hit and miss on Meeting with frequent drop outs and
Recording Control - start/stop functionality + local saving
We are currently exploring Zoho Assist as an alternative to our current unattended access software. One feature that would allow us to look at the professional version of Assist vs standard is the recording feature. However, there are a couple of options
Introducing Screening Bot for pre-screening automation
We’ve transformed the chatbot experience in Zoho Recruit! What was once a general Chatbot for sourcing is now a streamlined system with dedicated tools. The original chatbot has evolved into the Sourcing Bot, while the newly introduced Screening Bot simplifies
How to generate separate statements for each branch of a customer with multiple branches.
We have a single client who has 5 branches. We need to submit the Quotes, Invoice, and statement for each branch individually. How can I do that? For now, I have created 1 Customer with multiple addresses for sending the quotes, But We are not able to
Zoho Books | Product Updates | November 2024
Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to Invoices
Cliq Showing "couldn't connect your microphone" or "your microphone is muted"
Hi - Wondering if anybody else is experiencing this issue. We have Zoho one and use Cliq as our main form of communication between employees as we are a 100% remote company. We also have a VOIP phone system we use. Randomly, my employees will get an error
Is it posible to add deal via API
Hello! I'm a little bit confused, what should I refer to if I want to add a deal (succes deal) via API? We register deals in separate app, I would like to integrate it into bigin.
Where is the customization and extendibility of zoho inventory?
After delving into zoho one subscription to test out systems we need for our business, I'm really disappointed after working in Zoho Inventory. Its features and customizability are extremely lacking compared to the other tools like CRM. In our case we
Power of Automation:: Automatically sync the highest completion percentage from subtasks to the main task.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Any way to Associate a Recurring Invoice with Deal/Potential in Zoho CRM
When we create an Invoice in Zoho Books, we have the option to associate that invoice with a Potential/Deal that is tied to that same customer. Can we do the same thing with Recurring Invoices? When creating a Recurring Invoice, I want to be able to Associate
Introducing the Egnyte extension for Zoho CRM
Hello Zoho CRM Community, How often do you find yourself switching between platforms just to find and share the right document? Is your team dealing with a lot of documents, making customer-related file management a constant hassle that slows down your
自動メールが送信されない
ZohoSurveyの 編集→自動処理→メール送信 でアンケートに回答があったら、その内容がメールで届くよう設定しています。 3/5(水)までは自動メールが届いていたのですが、3/6(木)以降届かなくなっています。 弊社システム管理に確認してもらったところ、弊社のメールサーバーに到達していないとのことで、弊社の問題ではなさそうです。 ちなみに、自動メールの差出人をnotification@mail.zohosurvey.jp に設定しても、自分のメールアドレスに設定しても、メールが届きません。 何かご存じの方がいらっしゃいましたら、ご教示いただけると幸いです。
Extension: Send reply to customer, with attachment
Is there an API call available for extensions to send a reply to the customer with an attachment attached? We have created an extension that generates an RMA sheet based on custom fields from the ticket and makes a PDF file out of it. It would be great
Involved Account Types Not Applicable
I am getting an error while trying to record a bill. I use zoho for multiple companies and this is the first time and error of this instance has occurred. Any assistance would appreciated.
API in E-Invoice/GST portal
Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.
How to record income tax refund?
I am not clear on how to record income tax refund in Zoho Books. It is not really taxable income, so how to I record it correctly?
Send Twitter Reply with Image
Hello, I'm using this api right now and it's work great for sending a text. But I wonder if there is a way to reply with attachment/image to twitter via API/agent dashboard. As I see no button to upload media
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