Zoho Cliq to Slack
Hello, I'm a big fan of Zoho CRM & Books. I tried Zoho Cliq which is good, love the other Zoho apps integration. But I still prefer Slack. I would like to send all incoming messages from Zoho Cliq to Slack. So I stay on Slack for messages and I'm notified when new messages in Cliq where I can continue the conversation. In Zapier it's only the other way. I installed the Slack connection into Cliq but don't understand how it works ? Where do I configure the forwarding Cliq => Slack ? Thank you,
Zoho Issues
i have 230 issues in the exisiting project and i wanted to move all the issues to another project in bulk. Please suggest
Send time tracking from Zoho over to Gusto for payroll.
Simple question. Do we have the ability to send time tracking from Zoho over to Gusto for payroll?
Posting the value of an html textarea to CRM's Multi Line field
Hi all I have an html form on a webpage. Im using cURL PHP to get the value of a textarea field and insert it into a Multi Line field in the CRM. Ive realised I cant have line breaks in the textarea field becuase it breaks the json. Id like to be able
Demo Clips
for the Zoho desk, are there any Tamil demo clips?
Plan for LINE and WhatsApp chat setup
Hi, Just Subscription ID: RPCW2003587282904 Express Plan for 1 agent. But still can not setup for LINE and WhatsApp chat. My boss want to feel and know about this, before we purchase Please help Stanley Mobile: 9889 3983
Social | Instagram
Hello as shown in the below picture there's private messages section for FB & there's Twitter direct messages but there isn't one for Instagram, is there a fix for this issue?
Recurring Invoices and Snail Mail
I know how to create a recurring invoice that is emailed, but, how do I create a recurring invoice that is sent via snail mail?
Handle Payment failure in hosted pages
We have integrated Zoho hosted pages api for payment gateway and where we have scenario to handle the payment failed cases. So how do we handle the payment failed in webhook for new subscriptions.
Change price/add discount based on a product custom field
Greetings I'm looking for a dynamic way to change a product's price (or add a discount) based on a custom field the product has, is there any dynamic way or any automation rules that would help me do that? Thanks
Is it possible to allow my accountant access specific files in Zoho CRM
My accountant would like access to specific files in Zoho CRM. Is there a way to do this without creating a separate module? Thank you, Ron
Created webhook response is 403 forbidden
I have created a webhook for Payment Success event in test organisation. First of all i was not able to provide my https url in the url part, it showing the message like We were unable to connect with the given URL. Please enter the correct URL and try
Tip of the week #30 - Manage who can use their personal sender address for a specific inbox
Consider this example. John is the head of the finance team at Zylker. The Zylker finance team has four inboxes to manage their financial business processes - "Financial analysis", "Travel management", "Inventory management", and "Payroll". John feels
Unbilled charges response code when trying to access new subscriptions in test org
When trying to access hosted page subscription in my test org account, intially it was working fine as we are getting the checkout url. But now these days when we create a new subscription we are getting the response code as "You cannot create a hosted
Hot Keys
Hi i want to know whether do you have short cut key facility?
Connecting one zoho crm account to several zbooks companies
I'm evaluating using ZCRM in connection to ZBOOKS, but need to get clarity of how to set up the connection in our case. We have one sales force, separated into groups for different countries/markets, they will use ZCRM, that far all is good. The sales
MONEY IN >>ESTIMATE STATUS
it is not possible to change the estimate status to overdue or not accepted by the client. it would be great to have to status added to list of possible ones
Vendor invoice attachment
When I receive an invoice from vendor, I'd like to record the bill in Zoho Books, and AT THE SAME TIME, attach the PDF image of the vendor invoice to the Zoho Books invoice object...... can this be implemented? This is for audit and informational pu
Vendor currency issue
I set up a Contact as both Vendor and Customer. The Customer currency is fine, for CNY. When I generate a vendor report, the currency is not current. The Contact currency is CNY, and it's not copied over. The Vendor report still shows USD. Also I am waiting
BOOKS
Hello, I sync Books with CRM. The thing is, can I asignated one fix discount in an account for the invoices and estimates. It should be convennient, cause different clients use to have a special discount. Thanks
Zoho Books: payment reference ID
If I record a credit to a customer or vendor, there is a credit note #. But if I record a payment from a vendor, the payment reference # is not generated. How nice would it be to have a payment reference ID, so for future audits and for book keeping,
Clone time-sheet entries
I am using Zoho Books to manage my project. So I enter hours worked per day. For a month I need to enter 30 rows!!! I wonder if I can clone each row, and then just change the date on each row??? Please add this feature, thanks!!!
need new feature in zoho book
Xero & API-EZ (when compare to these product I feel zoho book is so flexible & impressive) has a new feature i.e photo/picture of bills we spend can be uploaded with the expense detail when we feed,so no need to safe guard the bills/receipts of miscellaneous
tip: open all reports in new tab as ZohoBooks does not provide a way to access last used custom reports
When looking at reports, esp reports with custom dates, be sure to open the reports in a new tab. If you don't open the report in a new tab then you'll have to reset your custom search patterns over and over again. TIP: OPEN ALL REPORTS IN A NEW TAB and
zoho mail body sheet is not open
In zoho mail body any sheet not open as the box come ," something went wrong ,please try opening file again ".
How do I remove Zoho CRM Contextual Gadget?
A little group of my staff is using Zoho CRM but everyone else get to see the Zoho CRM Contextual Gadget in Gmail as well. I've tried to find a way to disable this since it cause a lot of annoyance and buzz among the employees but so far I've been unsuccessful. What should I do to disable this widget in Gmail? I think you should re consider adding add-ons like that by default.
How can I add link to the cart in Zoho MA cart abandonment
In cart abandonment, send email action, I need to attach the link to the WooCommerce cart page that has the items that the customer left in the email template. Is there a way to get the link and attach it to the email template?
Zia Search in Books -> Support the Purchase Orders Module
When using Zia Search to search for something relating to a Purchase Order, Zia does not currently support searching the Purchase Orders Module. This request is to add the Purchase Orders Module within Books for Zia Search, exactly as Zia Search supports
Add condition to only fetch active items from Zoho Books
Hi, how would you modify the following Deluge code to only fetch Items from Zoho Books that are "active" status: response = zoho.books.getRecords("Items","111222333444"); itemList = response.get("items").toJSONList(); for each item in itemList { input.Items:ui.add(item.getJSON("item_name"));
Where in the world is the data stored
Hi, I am evaluating this for my company, but we need to ensure the data is stored within the UK, for our data compliance, can you confirm this is possible please? Thanks James
cURL PHP - how to get a Deal's contact roles?
Hi I need to get access to a Deal's contact roles. (I assume the contact roles is a related list of the Deal). My code so far: curl_setopt_array($curl, array( CURLOPT_URL => 'https://www.zohoapis.eu/crm/v3/Deals/' . $_POST['dealID'], CURLOPT_RETURNTRANSFER
Can the "Application (Deal)" name be auto-number?
Hi, My current "Application (Deal)" name is required to key in something and the properties is marked as "system-defined field and cannot be modified". Can it be changed to auto-number? Thanks, Br, Andy
UI/UX problem on time
HI, I'm editing a lot of date and bumped into a UI/UX problem. Hours can have one or two digits and depending of what is displayed, you need to enter the correct amount of digits that is diaplyed, or the cursor will mess up. The major problem is when
Zoho Assist - Not able to run on Windows 11
Good Morning, I am having issues with getting Zoho Assist to run on Windows 11. Everytime i run the app, it states that "the item zaservice.exe" shortcut has been changed or removed. i copied the installer from 'my department', put it on the desktop
Changing "CREDENTIALS OF LOGIN USER?" of current connection
Hi, Our partner set up custom function scripts based on a connection which has CREDENTIALS OF LOGIN USER? Yes So the scripts run only on entities created by them. Is there a way to change it? Rather than create a new one and change all the scripts?
VAT filing Other Countries
Hi am wondering if you can consider adding the VAT filing module to customers who are based outside UK as even though the tax reports are great but would be very helpful but I don't think they highlight what transactions haven't been returned as they
How to Reset QuickBooks Password with QuickBooks Password Reset Tool?
Popular accounting software for small and medium-sized businesses is QuickBooks. It saves all financial information in the company file, Invoices, payroll, tax returns, and other reports stored in these folders. However, users occasionally need to remember
Track every email sent to client?
Can Zoho Mail/CRM capture and store any email sent to customers? Hi here, I am planing on using both Shopify and Zoho One (campaigns, mail, CRM, etc) and some Shopify apps will fire emails to customers (that exist in both Shopify and Zoho) automatically
Wrapping text in Gantt Chart
it's much better to wrap extra long text into multible lines so you can see all of it and be printable when the report exported to PDF
How To See Email Open Notification For Subsequent Opens?
Hi folks! When I send out an email from the CRM, I can see the email open notification from the signals bell icon at the top right corner of the screen. However I believe this is only for the initial open? Subsequently I have to go to the contacts details
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