Updating Subform Record from other Form

• Topic Participants

• Israel Notario

  

• Damien Cregan

  

• Zoho

• Recent Topics

• Tip of the week #42- Filter out suspected spam emails before they reach your team's inboxes.

  Are unwanted emails cluttering your inboxes and exposing you to potential threats like phishing and malicious content? The antispam feature in Zoho TeamInbox gives you the perfect solution to keep your inbox organized and secure. By adding trusted email

• Questions about ZohoCRM's portal features

  thanks for the care from you every time. I have a question about ZohoCRM's portal feature. Products are displayed to the customers invited in the standard portal, but the products and prices to be displayed differ depending on the segment of the customer.

• Contact details when no answer in Chat

  Hello, it would be great to have a feature that when no one is answering in the chat for lets say 60 seconds ... the user gets a meesage to enter his email and we can follow up later. Now we can have only prechat forms ... which can loose potential clients

• Customer Display Name

  The Customer Display Name defaults to only the first name.  Is there a setting to make it default to display both the first and last name? Thanks, Bryan

• Introducing LinkedIn Apply Connect for Zoho Recruit

  Attract up to 3x more qualified candidates and hire more efficiently with LinkedIn Apply Connect. Let candidates fill-in job applications without any redirections, gain deeper insights with applicant highlights within Zoho Recruit, and keep candidates

• How Good Is Mail Search?

  I am thinking of switching to Zoho hosted mail. I have approx. 1.3G of mail in many hundreds of folders organized hierarchically. It goes up to 7 layers deep. I have to often pull up messages from previous years. Would I be able to search the entire content by using Zoho search? Right now I use an IMAP account. My desktop client is Thunderbird, the server is MailXchange hosted by 1and1. The server allows a multi layer structure, but the search function is useless. Because of that I have to use TB

• Problem when condition with lookup field in Zoho Creator

  this is my code: if input.promotions1 != null { info input.promotions1; } And this my result: when i info input.promotion1 (which is a lookup field), it turn back nothing, so what type of this field is? normally i use the condition: if lookup_field ==

• Integrate WordPress site as a Knowledge Base for Zoho Desk Suggested Articles

  Dear Zoho Desk Support Team, We'd like to propose a feature enhancement for the Suggested Articles system within Zoho Desk. This feature would allow seamless integration with a WordPress knowledge base, enabling relevant article suggestions for agents

• Error 403 (forbidden) when using get ticket API on a ticket in a new department

  Hi We use get ticket API and it works well. We created a new department and when we try to use the same API on the tickets from this department, it fails with the error: b'{"errorCode":"FORBIDDEN","message":"You are not authorized to access this resource."}'

• Calculation of depreciation

  Can we add the feature of calculating the depreciation on assets as the year-end and mark a journal once done?

• The current Account Name is amt-lubricatingoil.com, and I would like to change it.

  Hello, my current Account Name is a***********l.com, and I would like to change it to w*******x.com. Thank you!

• Zoho Analytics - CRM Sync Failure

  We have experienced consistent sync failures between our Zoho CRM and Analytics apps, but there aren't any details provided as to why this failure might be occuring. Please advise on troubleshooting steps so we can figure out how to restore the sync.

• Select Invoices by Date Range

  Is there anyway to select invoices by date range then print them in bulk?   Now I have to go and click on each invoice I want print and usually it opens up an invoice (because my cursor in wrong place) .   I would like to select only invoices for April and then print them in bulk.  YOu need this feature in most of the areas

• "Reply to" email address issue

  On the New campaign page, you select or add a reply to email address.  It sends a verification email to that email address. But my recipient had a filter on and never go tthe email.  Now he removed the filter, but campaigns says verification email already was sent.

• [Client Script] How to get selected related record Id

  Hi Zoho, I set an client script button in related record list. We would like to fetch the selected record id/field for further action. But I don't know how to get the selected id. If there is not possible to get related record info, then what does the

• SalesIQ and Zoho CRM integration - stop real time contact creation

  Hello everyone, I am facing a lot of problems when a salesiq chat goes to zoho crm. As the chat answers travel in real time to the CRM, the automations doesnt work well as they pick the first answers recieved, not the final form in the chat. Is there

• Now Indian Businesses can start accepting online payments with Zoho and Razorpay

  Hello Everyone, At Zoho, we have always ensured a hassle-free online payment experience for our customers. Today, with our integration with Razorpay, Zoho's customers from India can now offer a seamless checkout experience for one-time and recurring payments, with a host of payment options including card payments, multiple wallet offerings, and net banking with over 50 banks. With Zoho and Razorpay, help your customers pay their way. Whether it's with debit cards, credit cards, wallets, or net banking,

• Duplicate Column Data with Individual Filters

  Is it possible to create a report using the Zoho Desk Connector which would look something like this: | Account Name | Ticket Count (filtered by department 1) | Ticket Count (filtered by department 2) | For Example: Where Dept. 1 = Support Tickets, and

• External E-Mail to approve Form

  I am currently setting up a form to apply for a member discount. To do this, the entry must be confirmed by the external partner of which the person completing the form is a member. Is it possible to enter an external email address as approval or is this

• Job Opening Fields - Rich Text

  I migrated to the new version (4?) of ZoHo Recruit.  I am trying to add a new field to my Job Openings layout and I want it to be a rich text field (just like the field I am typing in right now) so I can format the text, instead of just entering plain text.  I know the rich text field exists because one of my existing fields (Job Description) migrated over as a rich text field.  But I don't see rich text as a choice in the field type menu.  Or, I would like to change the field type on an existing

• Access of Activities Module in CRM to Client Portal?

  I want to enable access of Activities Module in Client Portal of my CRM to my Clients but not getting option to choose the module. By doing this I aim to give the access to the clients to their realtime status of the work going on and they can track the

• Is there a quick way to copy the contact details for a Zoho CRM contact?

  This has probably been asked lots of times before, but I couldn't find an answer anywhere - Is there a simple 'one-click' way to copy a contacts details from Zoho CRM, so that you can paste it into an email or word document? All I need is to grab 'business

• ZOHO Expense API Documentation - Can't see anything about Purchase Requests

  Hello, I am reading the API Documentation for Zoho Expense but can't see anything about Purchase Requests - This is one of the modules we use the most. Has anyone had any luck getting Purchase Requests data from Zoho Expense via API? Thanks,

• KPI Widget - last month sales vs same period last year

  I would like a KPI Widget that might compare data with the following date ranges: This month to date (meaning all of February through the current date, for example the 14th, if today was the 14th. So Feb 1-14th 2018)vs. last year this month to date (Showing

• Restrict Past Date in Zoho CRM Module

  How can I restrict from selecting a previous Date? I want only future dates to be selectable

• Pushing GCLID info from Gravity Forms to ZohoCRM

  We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the

• Add tasklist from a template to Zoho Project using Deluge

  I have some tasklist templates that I want to be able to add to a project under certain circumstances. So if a project meets Condition A, add the tasklist from Template B to that project. If it meets condition C, add tasklist from Template D, and so on.

• Zoho Flow custom functions "Error occurred while processing this request. Contact support for more details"

  Any ideas why this is happening? Zoho Flow custom function...

• I need to add difference for Average Row at the end

  (Confidential data hidden here) Guys, hello! I have this graph, it calculates the averages of Retention and then shows the delta (2024 - 2023). In the 3rd column with delta Churn %, I want to show the difference between averages too, which would be (16.99

• No encuentro la opción para crear una orden de compra

  No encuentro la opción para crear una orden de compra, soy nuevo, ya busqué tutoriales, pero no me aparecen dichas opciones.

• Post on behalf of employees as well as business socials

  Is there a way to give our sales team access to social to add their own LinkedIn accounts, so that when we schedule business posts, we can also post on behalf of them at the same time so they don't have to repost etc.

• Alignment of Company Information Page Structure in Zoho One and Zoho Desk

  Hello Zoho One Support, We appreciate the continuous improvements across Zoho products. Recently, Zoho Desk restructured the Company Information page into three distinct sections: Company Profile – Includes Company Name, Logo, Alias, Description, Website,

• Trying to setup a record to automatically create on a weekly basis

  Hello all, I need multiple records to be automatically created on a weekly basis. What I'm trying to accomplish is, I have a maintenance database where I track when I work on IT related systems. Every week on the same days I perform backups on systems

• Sheet Access

  How do you set a spreadsheet to only allow certain people to access certain sheets? Like if I wanted to have someone view one sheet that pertains only to them, they can't see the other sheets on the spreadsheet while allowing someone else to view theirs but not others.

• Automate posting to job site boards via Deluge/ or Schedule

  Hi Zoho Recruit Community, I'm working on automating a recurring job posting for a long-standing labor hire role that we update monthly. Right now, I can automate the creation of the job opening using scheduled tasks and Deluge scripts. However, the challenge

• How To Sync 'Deals' data To The Related Contact In The 'Contacts' Module

  Hi there! I'm looking to be able to sync Deals and Contacts. Basically, when someone places an order we have it syncing the order data to Deals, complete with the customer's name and email. Is there any way to have that Deal synced to the matching contact in the Contacts module? Presumably matching by email address. I'm familiar with Workflows, however it doesn't seem that Workflows work across different modules. We're looking to be able to run reports based on what the customer bought, but can't

• Zoho CRM Appointments and Services

  The Appointments and Services modules are nice but very limited. Is there any chance that Zoho will make these more customizable or expand the fuctionality? Appointments Allow "Appointment For" lookup to the Deals module. For us and I'm guessing others

• How to upload image from Creator field to CRM File Upload Field or Module Notes section

  Hello,  How can I upload an image from Creator Image Upload Field to CRM Module Image field (or Notes section).  The file upload field type would also work. I just cannot seem to find a way to upload the images from one application to another. Case: Field record requires images as part of the report. I would like the image from the field record form in Creator to be uploaded in the CRM as well as.  All of the other fields from the Creator Field Record Report work perfectly. Thank you very much for

• Write-Off multiple invoices and tax calculation

  Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

• Unable to pay bill from Prepaid Expense account

  Our transport vendor requires us to use their prepaid system.  We have paid R1150 upfront into the Prepaid Expenses account: As we use their services, we get billed.  These bills must obviously be settled by from our prepaid account.  I am unable to record

• Next Page