Activity due date based on business hours?
Is there a way of creating an activity with the due date set in business hours instead of calendar hours? One of our use cases is as follows: a ticket is created for a new product order, the order gets dispatched, we need to automatically create an activity
Repetitive Tickets in Reports
Hi All, When I try to create a report, unfortunately, some of the tickets repeats in the report and I could not find the reason for it. Please see the attached picture. Did you encounter the same problem before? What could be the reason? Thank you for
New Line Charachter issue in zoho bugs api
Hi, I have created wrapper class in .net around Zoho Bugs API, To create bug . All works fine excepts Description content. Description is not showing new line characters. e.g. I want Line 1 Line 2 But it is showing Line 1 Line 2. I have tried <br>,<br/>,\n,\n\r,Environment.NewLine
Request for variable column widths
Hi. When viewing a task list, it would be helpful to have variable column widths. Particularly, the owner column is not nearly wide enough when there are two or more task owners. Thanks.
BCC Workflow Rules Email Notfications
Does anyone else find it painful not having the ability to add a BCC to workflow rules email notifications? You can only have "To" as an option with multiple email addresses but not a BCC. We use Trustpilot for reviews and need to BCC them on automated
Recieved Emails NOt Showing Up in Contacts/Leads etc
This must be something i'm doing but its bamboozled me. I have setup the mail addon. I can click the MAIL tab and the emails all show up great (i am getting them POP style from gmail). However, when I go into the relevent "contact" the emails are not
Line items of the same Item ID should not be automatically consolidated, as it fails to recognize variation in custom fields, as well as distinct items of the same ID sold in varying units of measure
It appears that Commerce will always consolidate line items of the same Item ID. This presents problems in a couple of different ways as described below... Scenario 1: Someone creates an order adding more than one item of the same Item ID, but each
Bulk Update VAT on invoices
Hello, Is it possible to add a function to Bulk Update VAT rate on all line items for invoices. My Customer requirements is that all timesheet line items for a customer need to be listed on the invoice and this means that we need to manually update the
Copying fields
Hello, I know this has been asked many times, but I can't seem to figure it out. Trying to copy info between two modules using deluge script. I'm very new to this, so apologies if I am missing something obvious. I have a "products" module, which I would
Does Zoho support AMP pages?
I am not a developer and would like to know if there is still a way to introduce AMP on my Zoho website,
Send Email API
Hi, I'm trying to test the Send Email API using Postman. The URL is http://mail.zoho.com/api/accounts/<my_account_ID>/messages Header Info Authorization: <my authorization token> Body - Raw(JSON) { "fromAddress": "my email address", "toAddress": "my gmail
Same Item, different cost
Hello There, I'm new to Zoho books, used to work on wavapp , which had a simple inventory tracking, I'm trying to enter all the data including the bills on Zoho books manually due to migration issues so it can calculate the COGS. My problem is I purchased
Unable to get 'Scores' from Leads Scoring rules in Analytics
Hello there. I want to build dashboards on Analytics considering Scores from Leads Scoring Rules I created on ZOHO CRM. How do i get the Scores from each Lead in a field to export to Analytics?
Migration DC US vers UE
Nous étions depuis le début sur un DC aux US et pour être conforme au RGPD, devons migrer vers l'UE. Nous avons reculer aussi longtemps que possible suite a plusieurs informations concernant des difficultés et perte de données possibles. Nous utilisons
How can I programmatically add an email lead to CRM?
In my app, I want to have a checkbox for gdpr consent when users create an account. If they check the box, I want to then have my app add the user's email to Zoho CRM. How can I do this? All I found was an OAUTH flow that gives my app access to the CRM,
Mark down price on MRP & GST
Hi, While setting the price list as zoho books has the MRP & GST details of the item whill it auto calculate the pre gst price for that item and separately show the gst amount in order & invoice. Secondly will it give me a variance amount which i need
Tax liability to be collected from client - What is the accounting practice to follow in Zoho books
I do administration work for a client. I am going to pay their monthly employee Insurance to Government department. Which on actual I am going to bill to client. I do not want this to be part of my turn over since this is a take and give. So if I bill
Add Gocardless Payment
Hello, can you add gocardless payment?
Kaizen #65 - Features of Client Script in Zoho CRM
Welcome back to another exciting Kaizen post! In this week's post let us see the key features of Client Script in Zoho CRM. 1. Get instant response 2. Developer-friendly Client Script IDE A. Code Editor B. Review C. Revision D. Run 3. Available for multiple
How to switch Zoho CRM to Ultimate in a Zoho One subscription ?
Hello, We currently have a Zoho One subscription. This comes with a Zoho CRM Enterprise subscription. according to several documentations we can bump it to the Ultimate version by buying an addon: https://help.zoho.com/portal/en/kb/one/admin-guide/managing-zoho-one-subscription/articles/zohoone-add-ons#Purchase_recurring_and_non-recurring_add-ons
How to pull data from Sheet into Show?
Hi, We want to create a display that alternates between slides that provide approximate wait times for our service and slides that provide helpful information about our organisation. We want staff to be able to quickly and easily update a broadcast presentation in realtime. Ideally we want the wait time slides to repeat after each information/promotional slide BUT only need staff to update the wait times on one slide/location. I thought one way of doing this would be to have staff update a Google
Zoho Sign in 2022 - A recap of product updates
CRM: Associate emails with a record in Outlook
We have introduced an option to Associate Emails of Leads or Contacts with their records in CRM using the Microsoft Outlook Plug-in. When an email is received, an option called "Associate Email" will be displayed in the Outlook account. By clicking on it you can associate the email with the record that will be displayed in the related list in CRM. An email can be associated with only one record at a time. However, a record can have multiple emails associated with it: from the same or different email
Can my use case be a REFERENCE IMPLEMENTATION in my country?
Hi there, I have been investigating ZOHO ONE as the “Back office” system for Shopify, and there are not a lot of information regarding Zoho operating in Brazil (and just like other countries, we also have some specific requirements). I am still learning
Any one using Zoho one in Brazil?
Hi there, I would like to find someone using Zoho One in Brazil. Can Zoho generate Brazil invoices (NF-e)? Can Zoho intregrate with Shipping service Correios Log+ Is it easy to reliably call external APIs in a consistent and fault tolerant way (Retries,
How can we copy/clone a custom module?
I have a question from my client if it is possible to clone a custom module like "Car Offers" with the exact same fields. They would like to have custom modules like Moto Offers, Boat Offers etc. The logic of using Layouts under one module does not work
Custom mail reject message
Hi We configured a catch-all email for our domain and add individual emails from users that left our company to the recipients blocked list, so they bounce back to the sender instead of being delivered to catch-all. This works great and the emails get
File Types - External Share Link
Is there any way to set the allowed file types that can uploaded via the external share link? I had a customer upload .mhtml files and wanted to prevent that from happening again.
Where can I find tutorials on how to create custom snipets in Zoho Creator for HTML or ZML? Or Custom Dashboards?
Where can I find tutorials on how to create custom snipets in Zoho Creator for HTML or ZML? I've create a custom application and how I'm running in to issues of having the content displayed the way I want through the Dashboard. The issue I'm running into is that there are nearly no tutorials or guides on how to properly use the markup language or how to combine Zoho Creator's variables with HTML. Are there any tutorials, guides or other services that can assist with this? SC
Email Rejected By Mail Server
I recently changed hosts for the domain and had to enter all the new zoho information into the hosts MX records. It appears most emails are coming through but I have had at least one person contact us to say their email bounced back. They sent the following about the rejection: Reporting-MTA: dns; googlemail.com Received-From-MTA: dns; k************@gmail.com Arrival-Date: Mon, 04 Dec 2017 08:44:55 -0800 (PST) X-Original-Message-ID: <D07EE5F9-2993-4B5F-A95A-29369198A24A@gmail.com> Final-Recipient:
Signing more than one document at a time
Is it just my ignorance, is it not possible to sign more than one document at a time? If not, how do I deal with an addendum to a document?
Changing Milestone Due Dates
I'm unable to change my milestone due dates, which all defaulted to the day I created them. I need to change these. Is there something I'm missing? When I click on the edit feature to change the calendar date the box disappears and won't actually update the due date.
Project Templates and Start/End Date for Tasks
Hello, I have created a project template in Zoho Projects. In that template I have not populated any of the start after dates but some of them have a value of "0 days" and some have a null value. I believe the tasks that have a non-null value "start after"
Update Radio Button using workflow based on lookup field
I have a field that I use to determine the status of a customer order. The three selections are: "HEDGE" (If I'm putting an order into my system based on historic order patterns but not an actual order from the customer (i.e. a blank in the [Customer
Please stop asking me to enable notifications
I've disabled all website notifications via my browser. Every 24-48 hours Zoho Desk decides that it wants to pop up a javascript widget asking me if I want to enable notifications. Please fix this so that Zoho Desk remembers the users browser notification
Support for inventory template programming logic?
Dear Zoho CRM Team, Just an idea... It would be nice to use a invoice aka inventory template with logic associated with it, written with in the templates. If this is possible now please advise. Otherwise, it would be nice to be able to do the following
Have an html form that updates a specific Deal
Hi, We need the ability for a Deal's Contact to update 2 fields in the Deals module. Can we do this without using Zoho Forms? We cant justify the £7.50pm (Zoho Forms basic package) just so a Deal's Contact can update 2 fields. Perhaps theres a way programattically
Zoho Flow - How can I get ticket (DESK) from task (PROJECTS)
I am doing a integration from Projects to Desk. I need close ticket when I close task on Zoho projects. I try Zoho Flow, but I cant yet. Anybody help me? Thank you!
ZohoDocs Desktop application doesn't work with latest UbuntuMATE LTS 22.04
Dear Sir/Madam, I have downloaded the latest tar.gz, extracted the contents and tried to install both by running the "zohodocs_installer.desktop" file or running the command "./.setup" as suggested in this post: https://help.zoho.com/portal/en/community/topic/ubuntu-20-04
sale invoice (inventory) reflect in purchase account
Hi please refer the screen short . we have raised inventory sales invoice and it reflects in purchase account. kindly help on this.
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