Adding Multiples of the same Product to an Account
Hello I have added all of the products I sell, I do not wish to add each individual product with a serial number because I will not be able to report all accounts who have Product 1 etc. My accounts may have 5 x 'Product 1', 3 x 'Product 2' etc. I cannot
Integration with Zoho Books - Item Selection
Is there a way to specify the item in Books when creating an invoice from Desk? Right now it puts in the ticket number and subject in the item field. It would be much nicer to specify an item, for example "Help Desk", which has a price list for each customer
'Stuck' Function
I created this function and associated it with a workflow rule - which has since been deleted - but the function still says associated and won't let me remove it? Any ideas?
What's New in Zoho Invoice - December 2022
Hello everyone! This month, we bring you feature enhancements and some interesting iOS app updates. Here's what's new in December: Customize Reports with Multiple Parameters Customize reports based on multiple parameters by adding up to 3 parameters in
Sort by Created Time Not Being Set
Am I missing something, but when I order my leads by created time (desc) it only works until a new lead is added and then it returns to the default state of order by asc. Is that normal behaviour?
Function to Map a Text Field to Pick List Within Same Module
OK, so following on from this post - https://help.zoho.com/portal/en/community/topic/simple-function-for-field-equals-another-field-within-the-same-module - I kind of have it 'half' working. My scenario is I have a Gravity Form select field that a lead
Customized Coding for SalesIQ AutoPilot Block
Hi We need a Customized Coding for SalesIQ AutoPilot Block. We need a Developer and a Quote for the project. We will conduct the meeting on GMeet or Zoom Thanks
How to delete or disable the default fields
Hi, i create a custom fields in my Zoho Campaign and i dont need the default fields, like Name, Country, city or any other, how can i delete the default fields?
Campaign shortcodes
Are there any shortcodes we can use in a campaign? We're switching from MailChimp, and, for example, they have a shortcode *|EMAIL|* that will show the email the campaign is being sent to. This has helped us in the past, and wish to maintain the capability
Specific Email from Outlook to Zoho Desk Ticket
Hi All, Can anyone help me please? I am trying to forward or automatic send an zoho desk tickets from my outlook if I received email, but with specific email address only.
Zoho Crm App - group by/sorting has gone
While trying to group by and sort primary, and secondary through the Zoho CRM application on my iPad the options have disappeared. with the latest update they have gone/disappeared. where can I find these? they help out with my sales employees so much
Saving Form inputs as PDFs in Workdrive
Hi, I work for a logistics company and we're trying to implement a daily form for our drivers to do vehicle inspections at the beginning and end of the day. We have created a custom module "Trucks" where we have a vehicle profile and a workdrive folder
Zoho Creator and Zoho Subscriptions Connection: How to show Customer Portal User their order information upon first login?
We have Zoho Subscriptions connected to Zoho Creator via Zoho Flow. When a person purchases a new subscription on our website, via Zoho Subscriptions Hosted Payment Page, two things happen: 1. Zoho Flow: When a new subscription is added in Zoho Subscriptions,
Multi page note
Please add new function of multi pages note I'm using zoho app on ipad pro and many times the idea spread out more than one single page. Right now it collect many single pages in one notebook but it would be easier to be able to add many pages in one note and be able to flip through the pages. Pls considering it
Enhancements to Motivator: Hierarchy-based targets, dashboard reordering, and more
Dear All, Hope you had a great start to this new year! Motivator is a great tool for motivating your team to achieve target goals and rewarding them with points or badges as they reach different milestones. You can define your own KPIs, set sales targets,
Contacts Count in the account field
Hi, I need some help here. I cannot seem to find the option to count the number of contacts in the account. I'm trying to automate this feature to ensure that we can segment out companies with 50 or more employees, etc. Is there an option somewhere where
ZOHO CAMPAIGNS - Active subscribers
Hello, Since the last update, we are experiencing several issues with our newsletter subscriptions. For our daily newsletter, Zoho CRM has 10405 subscribers (excluding unsubscribes). In the Campaign list associated with this newsletter, there are only
Multiple Estimates in one Invoice
Is there a way to group a bunch of Estimates into a single Invoice? For instance, I have EST-1 with a 3 USD of a service fee, EST-2 with 5 USD and EST-3 with 4 USD, all belonging to the same customer. I would love to turn each Estimate on a item line of a one single invoice for a total of 12 USD. Thanks!
Custom URL/Page for the Reschedule and Cancel Pages
Is it possible to have these pages redirect to a custom URL like we can with the booking confirmation page itself? Or, at least, embed this somewhere?
Update a Customer Field based On Estimate
Hi, I want to classify customers based on the estimate provided to them E.g. if a customer is not given any estimate for say 6 months ., It should be marked as silent And if customer is given quotation in last 2 months ,then it is active How can we do
Kiosk mode for Creator on Android
Hi, I was wondering here is a kiosk mode or if anyone had found a work around to set up a kiosk mode in Creator on an android device?
Can't change project owner on some (not all) projects.
I've added a new user (Admin/Mgr) to ZOHO, but when I attempt to assign them as owner on a number of existing projects, the user's name does not show up in the list of available users on some, not all projects. I can assign them to 3/10 projects, but they do not show up on the list for the other 7... Seems very buggy to me... Also, I can not change User Profile settings on anyone.
Add image to item via API
Hi, trying to add image to item via the API....this is not detailed in the Zoho Books api...Here's what I've got: <? $url = 'https://books.zoho.com/api/v3/items/{ITEM-ID}/image'; $data = array( 'authtoken' => '{AUTH-TOKEN}', 'organization_id' => '{ORGANIZATION-ID}',
Why can't I add an event to my calendar in Zoho Creator/Deluge?
I am trying to build a script using Deluge in Zoho Creator which will create a calendar event in Zoho Calendar when a new form is submitted or an existing form is updated. I am using the Zoho Calendar connection with the following code: response = zoho.calendar.createEvent("<calendar-uid>",
Things I believe should be added.
* Warehouse organization tool: I believe it is already in development. * SMS notifications for shipments/deliveries * Giving clients the possibility of signing delivery notes digitally. Ex: Trucker always needs to ask the clients to sign the invoices
Target meter on dashboard - different users, different targets
I've created a dashboard that all of my users share but their targets are individual. I can set them individually if they all see the entire list of users but with ~40 people this isn't practical. I want them to be able to see their target on the gauge
Projected expenses in quote
Apologies if this questions is answered elsewhere, but couldn't find a similar question in the forum. Context I'm a current QuickBooks user and evaluating Zoho Books, so I might be approaching this problem with the QB mindset. Our estimates/quotes are
Two lead Forms connected to different Modules
Hi, I need my differnt ads mapped with differnt modules in CRM. As a Digital Marketing Agency I need website leads in different module and Training Leads In differnt Module. Please suggest the way to do it
Material Received Signature from Customer in Invoice
I run a distribution business for hardware products where I deliver materials to the customer. After delivering the material we just get the duplicate/triplicate signed and bring it back. The customers usually signs any where on the duplicate/triplicate
Add Data In ZOHO Books Custom Module
Hello All, So there is the Map of Create new record in custom module of ZOHO Books. Updatemap = Ma(); Updatemap.put("Field_API_NAME",Value); Updatemap.put("Field_API_NAME",Value); Updatemap.put("Field_API_NAME",Value); resvp = zoho.books.createRecord(<module_name>,
Extension pointers #6: Working with widgets to power up extension capabilities (Part-3)
Widgets are useful for exchanging data between the third-party applications and Zoho CRM, as well as for displaying the data on a customized basis within Zoho CRM. They let you create customized UI interfaces that allow the data to be showcased through
Tip of the week #32 - Manage customer support activities within your inbox using the Zoho Desk extension
Zoho Desk is a customer service help desk software to manage customer support activities effectively. The Zoho Desk extension in Zoho TeamInbox lets you perform the following activities. View assigned and unassigned tickets - You can view all the open
Default Value for Pick List doesn't work
I have a custom pick list on the Jobs/Potentials pages. It is set with the default value as one of the choices from the list. If you create (or clone) a Job/Potential, that pick list shows the correct default value on the initial setup/edit page. As soon
CRM Dashboard - Today's Leads - Change Date Range
Is it possible to create a dashboard widget/module that shows, for example, this weeks/months leads rather than just open leads or today's leads? I'd like to have a module that shows all leads for the last 7 days.
Update field to capture user that last updated a specific field
Novice here. Looking for guidance on a script that would help me find out who the last person that modified a specific field. Example: We have a custom module and I want to capture which person manually updates a specific field. Whenever 'Custom Field
Custom Module with WorkDrive Integration
Is there a way to have a custom module that has a Zoho Workrive related list? I have a custom module that is managing Legal Cases and need to store case files with custom fields.
Bulk Markup on Selling Price
Hi, So, we want to markup all of our prices 10% for this upcoming year. I tried the price list option, but it only applies to certain documents or clients that you select. Is it possible for me to update the prices in bulk by exporting all of my products,
How to reverse a Zoho Inventory invoice completely
Been doing some testing with the Zoho API (works great) and I was able to create an Invoice in DRAFT mode, then I went and record the payment to verify that the stock was reduced. Again, worked great. Now I want to delete that test invoice, what's the
What can be done with the Button element in CRM Canvas?
Creating deal's schedules on CRM calendar automatically
Hi there, I'm trying to create a custom function by referring to this topic. https://help.zoho.com/portal/en/community/topic/can-you-create-an-event-based-on-the-dates-of-a-deal but, somehow it didn't work. We are running a photo studio business and trying
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