Revenue Management: #4 What if there are uncertainties in project or service delivery?

• Topic Participants

• Hari | Zoho Billing

  

• Sticky Posts

• Community Learning Series | Digest #5 — September 2020

  Dear customers, We're happy to bring you the September edition of our #CommunityDigest! Keep track of your subscription KPIs right from your smartphone: Last month, we enhanced our Android mobile app to help our customers get daily updates on their business health. We got to know from a lot of customers that this has made their job much more easier because they no longer have to keep a reminder to manually check on the previous day's revenue or activations. If you have not downloaded it yet, here's

• Community Learning Series | Digest #4 - August 2020

  Dear customers, We hope you're staying safe and healthy. I'm happy to bring you the fourth edition of our #CommunityDigest with some brand-new updates from us. 1. Daily Business Updates (for Android users) The Zoho Subscriptions Android app has got a cool new update: You can now get a push notification to your smartphone that lets you know how many activations and cancellations have taken place, and what's the net revenue for the previous day. The best part is, you can tell the app when exactly you

• Community Learning Series | Digest #3 - July 2020

  Dear customers, We hope you're staying safe and healthy. We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here. This time, we have two major updates and three interesting topics for you: 1. Zoho Subscriptions Developer Community Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate most

• Introducing: Community Learning Series | Digest #1 - May 2020

  Dear customers, We hope you are staying safe and healthy. Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series! ​ Welcome to the first edition of our digest! Each edition of our community digest includes guides

• Recent Topics

• Multiple workspaces with in Bigin CRM

  As a freelancer working as a sales representative for two companies, each with its own email address, I would like to know if it’s possible to have two separate workspaces in Bigin. This way, I could manage each company and its contacts independently,

• Allowing subqueries in FROM clause

  When building a Query table in Zoho Reports, I encountered an error when attempting to put a subquery in the "FROM" clause of my statement.  Why isn't this currently supported?  Is there a plan to implement this functionality in the future?

• CRM for Everyone - More Actions Option to Create Record

  Please consider the option create a new record for the module from the More Actions menu. I know there is an "Add New" icon further down the menu to create a record for any module, but this just seems more intuitive and could reduce the need for the "Add

• Zoho books partners: Transferwise, Resolut

  Can anyone tell me if Transferwise and/or Resolut (payment systems) are in integrated?  I know PayPal and Google are, but in Europe we like Transferwise and Resolut is an up and coming multi-currency app. Xero and Transferwise are fully compatible. Thanks

• Getting oauth errors on bigin

  Hi Support, I'm getting oauth errors on bigin even though it works fine with CRM. I created a self client which will add contacts. I gave every permission you could and it still didn't work. What should I do. I might just switch to the standard CRM since

• Assessment Field in Custom View

  Zoho recruit finally added the ability to filter Job Applications by Assessment Answers This is a very valuable addition to the Recruit But this is currently missing from the custom view This should be added to the custom view as well

• Name Change and Delete Email ID and Alias

  Hello please i require urgent assistance, 1.) I would also like to change the name that appears when people receive my emails. I have an info@spacetraiders.com but when people receive my email its say Ronma Adedeji instead of either Info or Space Traiders..

• Feature Requests and enhancements: Subform

  By The Grace of G-D. Hi, It would make it much easier to use if we could have some more features in subforms: More Columns/Fields Set the size of a column Show the subform in Full Page Width Sorting By Column Please consider The above suggestions. T

• Unapplied AP Credits not showing up on AP Detail Aging

  I am new to using Zoho Books. I was reconciling some accounts and found differences from the GL balance and AP Aging and it came down to unapplied vendor credits. Is there an option to include that on the report, so I can pull a matching AP Aging to the

• Add Entry and Subform Record from Deluge Scripts

  Hi all,  I would like to know how do I add a new entry and also subform records from a deluge scripts.  I can use the insert into to add a new entry to a form, but how do i insert a collection into the subform of the entry? I am using a deluge script

• Finding draft ticket replies

  Is there a way to see all tickets which have draft replies?

• How to apply a tag to a ticket based on the to email address?

  I need to assign a tag to a ticket if the ticket was sent to a specific email address. For example, we have the email accounting[at]company.com forwarding into Zoho Desk. We would like all emails that were sent to this address to be tagged with an Accounting

• Engineering Change Order Process using Tickets?

  Hi Zoho Community, I'm working with my company to create an Engineering Change Order/Request (ECO/ECR) process where engineers can internally create tickets for changes in a product that must be reviewed, approved and implemented by people or teams in

• How can I move a ticket from Department A to Department B?

  Hi there, how do I move ticket from Department A to Department B? I went in the ticket and tried to scroll down the menu under the "department" but it won't let me, I am a support admin. Did I do anything wrong? or am I doing it in the wrong place?

• 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

• How to work with getFieldNames formdata functions ,Any Examples

  I don't find any example showing usage of getFieldNames. Where do i find .is there any Help documents available

• Zoho Notifications - Received two notifications for one message and none for the other

  We had a client reply to a ticket twice in one minute. The ticket owner received two emails for the second message but none for the first (which was crucial content and unfortunately was therefore missed). I'm assuming this created a race condition -

• What is the difference between "Reply" and "Public Comment" in a ticket?

  Hey, my company is thinking about switching to Zoho Desk but we do not understand the difference between the "Reply" and the "Public Comment" feature. When should we use which? And why? What is the difference between them? Thank you for your help! Kindest

• Tasks View for Opportunity/Jobs does not indicate "Related To" account

  How can ZoHo be setup so that when a task is created for an Opportunity, the subject automatically lists the underlying account? Right now, it's impossible to link the Account to the task when the task is created from the Job.  Therefore, the open task view is inadequate.  And it's a lot of maintenance to have to manually add the account to the subject...defeating the purpose of "Automated" workflow. 

• can i show alert when i finish running the function?

  how i can show alert inside the custom function or popup notification. when i use alert inside the custom function it show this error Error at line number:  2 'ALERT' task can be used only in on load, on validate and on change actions ​

• CRM calendar not syncing with Zoho Calendar

  The sync is not happening: This is my Zoho Calendar CalDAV synced with Outlook This is my Zoho CRM Calendar (sadly empty ...) I have enabled CalDAV Access. In Zoho Calendar, I have set up APP Calendar sync like this: What else can I check? Thank

• Pipeline in Custom Modules

  I love the way the Sales Pipeline looks and functions with reports. I would like to add the save pipeline features and visualization to a custom module, however, I only see that these pipelines are only available for the Deals module. Is there a way to add pipelines to custom modules?

• Cannot associate event with other objects when creating?

  I am attempting to associate an Event with one or more other objects when creating it via the API. According to the API docs, the "Related_To" property is a jsonobject even though the description says "Provide the details about the entities the event

• How to disable subform records dynamically

  Hi Everyone I have a requirement to dynamically disable or hide subform fields based on certain criteria. However, the code I tried didn't work as expected. It either disabled or hid all the fields in all subform records or none at all. What I actually

• Client Script Operate Timeout

  Hi Zoho, I have set a client script that use for ( i =1; length < i , i++) to fetch all of the product in order I have an order have 30+ products, seems this script will be stopped when it is checking rough 10 + products because of timeout (may be). May

• Why and When to Manually Regenerate Reports?

  What is the protocol for needing to regenerate reports?  It is very confusing when data in reports pulls correctly sometimes, but are inaccurate other times.   Why is report regenerating necessary at all - can the report function not read the live data as inputted into the forms?  We have built lots of reports and it is very tedious and time consuming to have to regenerate the report before each use of that data to make sure it is accurate.  Is there a way to know when a report should or shouldn't

• Import template from Zoho Writer

  I am trying to import a mail merge template - tried to import direct from my .docx file on my hard drive and the formatting went all over the place. I then imported the .docx file in my Zoho Docs and then fixed up the formatting within Zoho Writer. Can

• Button Duplication when emails forwarded or replied

  When I create a new email template in campaigns and send it out it looks fine to all the users, however if that email is then on forwarded or replied to then all buttons within the email duplicate.  See below The one on the left is the original one.

• Enhancements to Custom Connectors in Zoho Creator

  Hello everyone, At Zoho Creator, we believe in providing you with the necessary tools to achieve a well connected ecosystem of apps. Our Custom Connectors feature is a testament to this, enabling you to integrate with a wide range of external services

• AutoScan Not Working Since April -Support says it with engineering

  Hi there, Autoscan has not been working on my account since April. Without this feature, completing expenses reports is laborious and error-prone. I keep asking for updates seeing as this is a critical feature, but told that it's being looked into and

• Zoho books bulk update for invoices

  Hi Zoho team, Why only 25 invoices can be bulk update at a time. I am booking 800 to 900 invoices in a month. Please increase this limit? Please dont tell that you dont have enough request for this task. 25 limit for bulk update is too much low

• Querying CloudSQL using NodeJS?

  How can I query CloudSQL over nodejs? Are there any rest apis from which I perform Select Queries in the data of a Workspace? In the v1 we had C#, Python, Java for CloudSQL Now I only see Java? I am confused about the overall API of Analytics, there any

• Rename Record Templates in Zoho Creator

  Hi Team, I need to rename the Record Templates based on the name of the employee which i have configured in Zoho Creator Deluge Script. How to do this one? // Attachments :template:PDF_ECF:Exit_Clearance_Form input.ID as PDF

• Les Zoholics 2025 sont de retour

  Bonjour à tous, Préparez-vous pour deux jours exceptionnels au cœur de l’écosystème Zoho ! Nous avons le plaisir de vous convier à Zoholics France 2025, un événement dédié à l’innovation, à l’expertise et à la communauté Zoho. Au programme : • Présentations

• Salutation

  Hey there, I want to make an indvidual salutation. It is possible to use if statements in the email templates? For exampe: When is male then wirte "Dear Mr." else write "Dear Mrs." Thanks David

• Personal Expenses

  I have reviewed the board and found a few scenarios like mine however not exactly so sorry if this is a re-post.  I just recently joined Zoho Books and had to go through 2000 transactions manually which took FOREVER. So the dilemma that I am facing is that I have attached my personal and business checking cards to my account because it was not until half way through 2015 that I decided to open up a business account as an independent contractor.  When I first started my account I placed the opening

• Not receiving instagram verfication emails

  Hi- I'm not receiving Not receiving instagram verfication emails.  I have seen other users having the same issue and your answer was to contact instagram.  But instagram no longer has a support email.  

• Change work hours per day for employees

  Hello, Is there a way to modify the work hours per day for employees in Zoho projects? This would be helpful for resource allocation to more accurately see when an employee who works 35 hours a week vs 40 hours has a full schedule. Thanks.

• Zoho Commerce

  Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not

• PROBLEMA AL CONECTAR EL DOMINIO

  hola buenas tardes hoy estoy tratando de crear mi registro y no me deja conectar el dominio  me dice que el dominio ya está vinculado a una cuenta y la verdad no tiene conectado el dominio a ninguna cuenta  tengo acceso al hosting y cpanel que se compro pero al revisar los dns estan apuntando al mismo hosting del panel  del proveedor del domini ... como hago para poder crear la cuenta con ese dominio, incluso cree un registro pero no  me deja vincularlo el dominio es integrasoft.co agradezco me ayuden  

• Next Page