24 hours clocks
Hi, I would suggest to add a setting to be able to set Events hours in 24 hour format, specifically for non english speaking events. In the event below, in french, am and pm has no meaning in french. Kind regards
Customizing Portal page
Hi, As we have a lot of events, the custom domain is really usefull to see all current & future events. Our events are limied to 12 people. However I've a request to display events that have still tickets (ie, less that 12 people bought the tickets).
Zoho Bookings integration with Zoho Books guide
Zoho Bookings Zoho Bookings, at its core online tool your clients can use to book appointments with you. It gives you complete control over managing those scheduled events. Clients will be able to access this information any time online, choose a required
Add custom button to form or detail view
Is there a way to add a custom button to either the form or the detail view from a report? I have a function I'd like to execute when the button is clicked that needs the record ID of the item being viewed. I'm not asking about adding a button to each
External API in widgets
Hi, Can we use external APIs inside widgets in Zoho creator?
Custom View - Customer Name
In Custom View Filter there is no way to list all invoices except particular Company. When i define the criteria- Csutomer Name - i get only "is" can you also add filter "except" or "is not"
Is posible to submit a form through deluge ?
Hi ! Im trying to submit a form through deluge. I need to save/ write the form state and then proceed to open other related forms modify them and comeback. Is this posible ?
Is Zoho compliant with new EU legilastion on GDPR?
Hello, I would like to ask if Zoho is compliant with the new EU legislation on GDPR (General Data Protection Regulation). Have you already started preparing for this? Will you provide us with any kind of a certificate in order to be able to prove it for our legal entities? I am asking because in case Zoho was not undertaking any steps in this area, we would not be allowed to use it from 2018. Actually any of your EU customers would be. Thank you very much Miroslava Barcova
Spa Salons: How to Create Amazing Appointment Scheduling Sites
Understanding why you need to have an amazing appointment scheduling site is the most important and crucial first step that you need to do. For that, let us imagine a scenario where a prospective customer is looking for a spa salon. As with everyone today, the first place that he or she would look for such an establishment is the internet. The usual route that most people would take is that they will find a couple of spa salons initially and then go through their websites one by one to see which
Trying to Query All Records in Module and Perform Update Hourly
I am trying to write a scheduled function to run hourly that will query all records in a custom module and write to a datetime field called "Todays Date". I am doing this to kick off a function within a Workflow since you can't set Workflows to run on
I am sending a "To" column in request but I get the following error "Validation failed : SYNTAX_ERROR => error occurred while parsing the query [ To1203 ]"
I am trying to get data from a Custom Module by using the following query: Select * From CustomModule Every time I execute this query I get the following error: "Validation failed : SYNTAX_ERROR => error occurred while parsing the query [ To1203]" In
How can I remove double quote from a string in a formula field ?
Thank You.
Parallel Transitions, Widgets Support and more! A heads up on upcoming Blueprint Enhancements
Hello everyone, We would like to offer you a heads up on a set of useful updates that will be rolled out shortly in Zoho CRM's Blueprint. The updates are: a) Introducing Parallel Transitions b) Enhancements in During transition. Widgets support. Multi
Cloning orders - Ship too address
Hi, Is there a specific reason why the SHIP TOO address does not follow when cloning an order. If not, can this be added to your updates? Thank you!
Zoho CRM's V4 APIs are here!
Hello everyone! We hope you are all gearing up for Christmas and New Year. To make this season sweeter, we are thrilled to announce the release of Zoho CRM's V4 APIs! With every version, we offer something new to satisfy your business needs. V4 is no
New Features rolled out on Dec 23, 2022
Advanced Analytics for Freshdesk We're happy to release the Advanced Analytics connector for Freshdesk. This helps you monitor and improve your help desk productivity. It enables you to gain a complete view about the ticket trends and keep track of key
Reloading the draft page loads the live page
Hi, As I'm preparing on a lot of draft events, I'm constantly on the events draft page. Sometimes I need to reload that page. But everytime, Backstage reloads the live page instead. In fact, it seems there is a redirection to the live page from the draft
Configure scheduled mail
Normally my e-mails were always centred. Now I have the problem that all my mails are left-aligned and I have no possibility to change this. Is there a possibility that I am overlooking?
COGs vs Inventory Asset
Hello Zoho, While entering certain items , the account details are automatically fetched as Cost of Goods sold while for some items it fetches Inventory Asset. Can you help me understand this ?
how to book various type of expenses in zoho
how to book various type of expenses voucher i.e -salary voucher/expenses/reimbursement etc. like we create in Tally ERP.
How to autofill City information based on Zip Code
I would like to know if there is a formula to autofill in City and State information if the Zip Code is entered into a New Lead.
Zoho CRM is a mess
Why is it so complicated to do the simplest things? I am super frustrated by this platform. They suck you in with what looks like a good deal for the software without telling you you have to invest 10s of thousands of dollars for the software to do anything
Spotlight 35: Curate your event gallery
The event gallery on the microsite gives your attendees a space to share their experience through pictures. These pictures can show other attendees what transpired at the event. If you have a theme or criteria for what pictures should be showcased for
Mobile App Doesnt Show Images in Reports
Images aren’t shown for image choice questions and accessing the desktop site on mobile looks like this
Configure separate sender email addresses for staff and customer notifications
Hello everyone! We have made an enhancement to improve your scheduling experience. You can now configure sender email addresses separately for staff and customer email notifications. It may be a good idea to CC a Super Admin on staff emails, but not on
Zoho Mail in Zoho books somehow?
When I go to a contact and then goto mails I only see the option to integrate with gmail or outlook. You mean we can't integrate our Zoho mails with Zoho books like CRM does? How odd, its the same company. Can I get the same thing setting up Outlook operating
Discount per item on purchase bill
How can I give a discount to an item in purchase invoice. My supplier gives a discount per item not on overall bill
Permissions based on conditions / groups
I have 2 new users who need limited access to CRM because they are contractors. We've never had contractors in the system before and the permissions are getting a bit confusing for our use case. Both new users support the same 5 Customers, so they should
Entering a loan repayment with interest
How exactly do I enter a loan with interest on a repayment schedule?
Allow 2 type of auto-generating invoice numbers
Dear ZOHO Team, Kindly allow 2 type of auto-generating invoice numbers Because I am air Ticketing agent & I have created 2 type of invoice for example, Tax invoice start with INV-000001 Out of scope invoice start with DM-000001 So it most important for
Filtering Receivables through select customers
We have our own sales persons visiting different areas on daily basis. For each day, they need the report of receivables only for the customers in that particular area. It is possible in Quickbooks. How is this possible in zoho books?
Parent/Child Dependency is not working properly.
Our Parent/Child Dependency is not working... This is a requirement for us. Please assist. Map dependency fields Add dependency field Parent field Child field Resume status Reason for No Interest View Delete
PhoneBridge Integration Desktop Notifications (Browser, or Softphone)
Hi there, I try to implement a new Sales and Support process, which includes as well Zoho PhoneBridge using Twilio. Everything works fne so far, but there is one major problem. How will my support & sales representatives be notified, when they neither
Deluge function to compose email and associate to a record
Hi, I successfully wrote a deluge function that sends emails with attachments, using built-in fields "primary" and "secondary" emails of a custom module. As I need to keep track of sent email, I would like to know if it is possible with a deluge function:
Cant get a schedule function to run correctly
Hello I have a custom function that I have written and I know works as I have tested it in a workflow, I need the function to run every morning at 6am so have created a schedule but when I create the function in the schedule I cannot associate the argument
Get emails sent to a module entry in Zoho CRM
Hello, we would like to use the API to get the emails (and their contents) sent to a module entry, but we don't know whether this is possible. Any ideas? Your help is greatly appreciated
連絡先からのメールに配信で敬称をつける方法
いつもお世話になっております。 ZohoCRMの連絡先に登録されている顧客に、連絡先タブからメールを送ってみました。 テンプレートも設定できて簡単に送信されますし、開封したかどうかもわかるので便利ですね。 しかし、送信先の宛名に敬称「様」がついていませんでした。 《連絡先の画面》 連絡先の画面では「様」がついています ※弊社では連絡先タブの名称を取引先責任者に変更しています。 《メール送信先》 連絡先には敬称が表示されません。 送信先に敬称なしで送られてしまう結果となっております。 また、カスタムタブからもメールが送れるので顧客の納品情報屋契約情報などカスタムタブに登録した内容を記載して送れるのでこれも便利だと思います。
Feature Announcement: Enhanced recipient customization settings
Hi Zoho Sign Community, We are happy to announce that we've made enhancements to the Send for Signature option in Zoho Sign to facilitate a better signing experience. These enhancements are readily available across all editions. Key benefits Users can
Discontinuing 'Customer Saved Search' module support in Shopify - Zoho Analytics integration
Dear Customers, As per the recent changes in Shopify APIs, 'Customer Saved Search' module will be discontinued in Zoho Analytics integration from 22-Dec-2022. The relevant table and old data would remain in the Zoho Analytics workspace along with the
Check email immediately
When I'm expecting an urgent email, can I check email immediately? The shortest setting I found to check time is 3 minutes.
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