Tip #66 - Exploring Technician Console: Network Statistics - 'Insider Insights'

• Topic Participants

• Amali Steffi Raj J

  

• Recent Topics

• Include Notes in email templates for task

  Hi there,  I am setting up some automated email reminders via "setup-automation-workflow" to be send out when a task is being edited. I would like to include the "task notes" in the email. Is that possible? I do not find that field in the dropdown table when setting up the email template. Is it also possible to trigger the workflow rule when a new note is added to the task? In my opinion that should be quite essential, since a task update is often done by adding a new note to the task.... Also i

• [Free webinar] Custom domains for portals in Zoho Creator - Creator Tech Connect

  Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,

• Marking a meeting 'done'.

  I would like to somehow mark a meeting 'done' and placed under the contact's page rather than deleting it and having no record of it. Am I missing a button that does this?

• Partial payments for retainer invoices

  When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.

• Can I export to PDF in Zoho Learn

  I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manuals

• Sending emails via Books

  Anyone else getting similar problems recently ??..... Hi, Your message to the following recipient was not delivered. Please find the details below.  Bounce Details: Bounced Address : someone@google.com Bounce Reason : other ; Status : 5.0.0 (undefined status) ; Daignostic-Code : smtp;542 someone@google.com Rejected ; Bounced Time : Sep 05, 2017 06:37 PM BST Regards, Zoho Team The email addresses were fine only a few days ago but are now being rejected ?

• PDF Generator Upgrade

  Hi Team, What will happen if I don't make any changes for existing template. Zoho just ask us upgrade but haven't tell the benefit. Zoho Corporation

• No Need To Fix Something That Is Working

  Zoho Books is a great financial tool which helps businesses to become more efficient and productive with day-to-day operations. As such, every change, upgrade, improvement needs to be carefully thought before implemented in the software and I'm sure Zoho

• Total Cost in reports showing zero

  The image below shows my issue. The column Total Cost should show the cost to our company based on hours logged and the employee's rate. For instance, if the person working on Subtask 1 is paid 20/hr, then Total Cost should display $160 ($20x8 logged

• Zoho Books (and other finance suite apps) - Retrospective Linking of Invoice and Sales Orders to Quotes.

  In some cases, Quotes and Invoies may be created sperately instead of using the convert feature. In this feature request I am asking for the Finance Suite team to consider adding a lookup field to reference the quote on Invoices and Sales Orders, or some

• Bring real app analytics into Zoho Creator apps with Zoho Apptics

  We’re kicking off the year with a release we’ve been looking forward to for a long time. After being in the works for a while, Zoho Creator and Zoho Apptics are now officially integrated, bringing in-depth product analytics directly into the Zoho Creator

• Early Access: Check Printing in Zoho Books

  Hello Everyone,   Are you constantly writing checks to pay your vendors?   We've got a great news to share with you! You can now pay your vendors by writing and printing a check directly from Zoho Books. The feature is ready and we'll be rolling it out to our customers in phases.  It is available in the  US Edition of Zoho Books and also in the Global edition, where the country is selected as USA and the currency is USD.   Here’s a summary of what’s possible:   1. Write and print a check. 2. Make

• ZohoMail's outbound webhook sends incorrect folderId and messageId

  I used a webhook (outbound) from within ZohoMail to send message details when a new message arrives that meets specific criteria. I received this data correctly. Now I want to get the attachment from this email message. When I made an api call using folder

• Use URL field to populate Image in a Email Template

  We have two records Record 1: Appointments (with a Lookup to Doctors module) Related Record 2: Doctors (with a URL field that is an image of the doctor) We would like to populate a CRM email template with the image of the URL field for the related doctor

• Ability to add VAT to Retainer Invoices

  Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes

• Zoho Bookings Forge: A hands-on workshop series

  Hello all! We’re hosting a five-part, hands-on workshop series to help you optimize Zoho Bookings for your business. In these sessions, we’ll cover key features, practical use cases, and clear steps to get started or improve your current setup. Here are

• Delete button

  Hi, The delete button were hide into the three dot button. Can I display outside? why Zoho make this update?

• Zoho Vault CLI for Developers and Automations

  Hi everyone, If you're managing credentials in scripts, CI/CD pipelines, or automation workflows, Zoho Vault's Command Line Interface (CLI) can help you securely access and manage secrets directly from your terminal. Zoho Vault was launched in 2013 as

• Zoho Subscriptions -- Zoho Commerce integration

  Is there integration between Zoho Subscriptions and Zoho Commerce? I would like to create subscription plans in Zoho Subscritpions and list them for on my Zoho Commerce store.

• Synching changes to Stripe when changes are made in Zoho Billing

  We have a situation where we have merged customers in Zoho BIlling and then found out later that the payment in Stripe was not updated and still associated with the old customer record. The card gets updated and billed, but that payment is still associated

• How can I link Products in a Deal Subform to the Products Module

  Hello, I have a pricing subform on our Deals page and use a lookup field to associate a product with each line. I want to be able to look at a product page within the Products module and see a list of the deals connected to that product. I have this working

• Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?

  First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the

• Business Hours with lunch break

  Our business hours are: mon - fri 08:30 - 13:00, 15:00 - 18:30. How can I handle the lunch break? If I use 8:30 - 18:30 it obviously breaks SLA. Thanks

• Enable Free External Collaboration on Notecards in Zoho Notebook

  Hi Zoho Notebook Team, I would like to suggest a feature enhancement regarding external collaboration in Zoho Notebook. Currently, we can share notes with external users, and they are able to view the content without any issue. However, when these external

• 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

• Multi-currency in Zoho CRM Forecast and Reports

  As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales

• Zoho Projects Android and iOS app update: Conditional layout rules for Tasks

  Hello everyone! Task conditional layout rules configured on the web app(projects.zoho.com) are now applied on the Zoho Projects Android and iOS app. Conditional layout rules can be set for the Add/ edit task form and it allows you to change the property

• How to account for vat with postponed VAT accounting

  Hi everyone, looking for some help with postponed VAT accounting, I use DHL express for my imports and they used to pay the VAT for me and then invoice me. I could then log this as a bill and the VAT element from import was recorded as input VAT, all

• Zoho CRM WooCommerce Integrtation

  Looking for a solution for my 50 client to show detailed analytics on source of traffic that led to events, leads, conversions. Hi all, I have not been able to find a workable guide or solution to how exactly step by step integrate the Zoho CRM with WooCommerce

• 500 internal server error on opening an iframe through a deluge script

  Hi Team I am trying to open an external url in an iframe through my deluge script which is associated to a custom button . By doing this i am getting an "Internal Server Error" . Please can you help me with this.

• Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

  Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom related

• Filter button in the Zoho Sheet Android App doesn't toggle on

  I am a new Zoho Sheets user and experiencing a specific issue with the filter functionality in the Android mobile application. Detailed Issue Description: The filter icon appears correctly in the toolbar. Upon tapping the filter icon/button, the toggle

• Project Notifcatiion Emails - Milestone

  Hello: I cannot get myself, or most importantly my portal client user to recieve an email upon completion of a milestone. I have set up our 1st project. I have set up a test client user. (accepted the invitation and is listed in the system as a client

• Zoho Forms - Feature Request - Year Field

  Hi Zoho Forms Team, You currently have the following date and time fields: Date Time Date and Time Year and Month It would be useful if you could include a "Year" field For example a recent application I completed said "What year was your house built?"

• Integrate Excel or Zoho Sheet functions / calculations to CRM product module

  Hello Community, I hope someone more experienced can help me with this question. Our price / payment plan calculations are in an Excel spreadsheet and I would like to use all those functions / calculations in my Products module. So when we send a quote

• Sync CRM Contacts to USER'S contacts on Office 365

  I can see that the O365 sync is transferring contacts backwards and forwards between Zoho CRM and Office365. But it has created a separate address book in Office 365 called "Zoho CRM Contacts". This address book is not used by Office/Outlook's email function

• Manage Every Customer Conversation from Every Channel inside Zoho SalesIQ

  Your customers message you from everywhere. But are you really able to track, manage, and follow through on every conversation, without missing anything? With interactions coming in from websites, mobile apps, and messaging platforms like WhatsApp and

• This project could not be synced because it is not associated with a primary client

  When I go to ProjectName->Finance I receive a "This project could not be synced because it is not associated with a primary client" error. The project has been associated in ZohoCRM with the client. How can I set the primary client for this project. Other

• Update latitude & longitude address field API

  How do I update the coordinates of an address field from a widget? I can't modify the latitude and longitude of the address field. I think the problem is how I'm writing formdata variable. zoho_init.then(function (data) { var queryParams = ZOHO.CREATOR.UTIL.getQueryParams();

• Zoho Forms - Feature Request - Past Into Scanning/OCR Field

  Hi Zoho Forms Team, You recently introduced the OCR/Scanning field which I have found great use for with one client who receives work orders as a screenshot from one customer. I want to raise a feature request here which would make that field even more

• Next Page