Validation rules
Sales order | expected shipping date I can't find a way to ensure a shipping date is entered via the validation rules & there is no way to make it a "required" field ! Am I missing something or is this another oversight ?
How to record refund of deposit originally received into personal account but refunded from business account
Hi there everyone :) I couldn't see an 'Introductions' thread, but this is my first post. I've been using Zoho Books for my fledgling sound meditation business, very happy with it and glad to see all the support on offer in this community. I have a question
One customer with deferent branches
Hello all. I’m a new user, and four main questions. 1) can I have one customer with different branches? It will effect many things such as (each branch performance, payments at the end of each month as it will be one payment for all branches). 2) when
Zoho Books
I joined Zoho Books in April2022. I have not been able to use it because it does not sync with my credit union or capital one credit card. I asked for a refund within the first 30 days but did not receive it. I have spoken to several customer service
Are automated bank / credit card feeds permanently broken?
Hey there So I am moving from Freshbooks to Zoho books. I have moved most things and are generally happy. However, FB automated feeds worked pretty well, but one issue I found was a failure that caused me some extra manual transaction work stitching
Dates derived from now.toString produce strange reslts
I'm not whether to post this in the Deluge forum or here. I'm using a timeStamp as part of a filename that gets written to Workdrive. The timestamp string is derived with the following line: timeStamp = now.toString("yyyy-mm-dd 'at' hh:mm:ss","America/Denver");
Confirming a pending Sales Order through Flow doesn't appear to work
It appears that for the last month or so, Sales Orders are not converting to Invoices or being marked as confirmed when automated through Flow, despite the log confirming the action took pl;ace: This used to work just fine, and nothing has been changed
Zoho CRM calendar not syncing in Outlook
Hello, We have a couple of users (2 out of 59) that their "Zoho CRM Calendar" in Outlook is no longer syncing with "Zoho CRM calendar" in the CRM. In short they added their Zoho CRM celendar to Outlook where they can add an event but it's not showing
Some of my Emails Disappeared
I was using my Zoho Mail yesterday and 2-3 Emails just disappeared out of my Inbox. I only had 5-6 total in my inbox so it was obvious. All I was doing at the time was viewing the different Emails. I even checked all my other folders to see if I inadvertently moved them, but they were nowhere to be found. I also noticed today so empty Emails in my "Draft" folder, but I hadn't started any Emails and not finished them. We must have some Ghosts in the Machine. It is very strange. Also, I know you are
Auto Number field dependency
Hi Zoho! Is there a way to map an Auto Number field. I did this with text and number fields but now, when converting Quote to Invoice, I need to copy Quote number (Auto Number field) to Invoice. I tried creating a new integer and text fields in Invoices
Webhook trigger in Flow not triggering Workflow rules in CRM
Hi all, let's see if anyone can help. I created a Flow (details below) whose trigger is a webhook. That webhook is pasted to all Elementor web forms in our Website (Wordpress) . The leads get created with no problem in CRM after every submission but they
getting UnAuthenticated Connection error when executing custom functions from employee account
Greetings i'm testing a custom connection between zoho books and expenses, i created the connection from zoho books side and enabled the "use logged in user credentials" option. the custom function uses invokeUrl to add entries to zoho expense. when i
Extension pointers #15: Create blueprints to carry out business processes smoothly
When the various stages of a business process are well-planned and executed efficiently, the entire process runs smoothly and the overall functionality is efficient. Blueprint is a useful feature available in Zoho CRM that is currently supported in the
Priority Mode
Hi there I have a question in regards to Priority Mode in Desk There are 4 categories to view in this mode: High Medium Low None Is there a way to rename these categories into like, Urgent, Phone, Email, Follow-ups?
Zoho Desk rejects emails ServiceNow
Hello, We notice that customers who use Service-Now.com ticketing system can’t send tickets to Zoho. Customer creates a ticket in Service-Now.com Customer sends email to desk@ourdomain.com Email received from the customer is checked by our email security
Price List Import
I would like to import all my price list to zoho book
Modified_Time missing from Zoho CRM API Contacts, Products, and Custom Linking module response
Hi, I'm using the CRM API to GET Records method. For most of the modules the If-Modified-Since works fine and the API returns Modified_Time in the response. However, I noticed for the these modules: Contacts, Products, and Custom Linking (Contact_x_Accounts),
ZOHO CRM - Deluge & Script Client
Good morning everyone, I've a couple of questions about deluge scripts and script client. 1) How can I set - via client script - a rule that set a defined length for a specific field? Let's say i want a field A to be 11-digits length. 2) How can i set
Mercury Bank and Wise Integration
I tested pretty much all accounting software on the market and I always come to the same conclusion that zoho books seems for me to be the nicest one. However I am payed for subscription for one reason, syncing my bank feeds. Unfortunately Mercury seems
How to Sort Detail General Ledger by Account Code
I need to send a detail general ledger to our tax preparer. I have customized the report to show the account code column. However, when I click the column to sort by it, it doesn't work. The report is not organized in balance sheet/income statement order
How to change MODULE NAME to match what's "Displayed in Tab As"
I'm looking on how to change the Module name to match the Displayed in Tabs as. I've also created new modules and their Modules Names are "CustomModule1" & "CustomModule2" Thanks SC
Mass Merge Custom Module with 'Contacts' Module with attachments and notes
Hi there! In our company, we have two major departments, 'Students' and 'Migration'. The 'Student' department have always used the 'Contacts' module as their major module and kept it separated from the 'Migration' department. On the other hand, the
how to change an account into a vendor ?
Hi, In email we have the possibility to add the contact to the CRM but there is only the option to have it as a contact for an account. Is there a way to change that after so that the contact is associated to a vendor ?
Can we hide standard CLONE button from Deals record detail page?
I want to show the standard clone button only to my Administrators, but I'm not able to find any way to achieve the same. As there is no direct option to manage the access and visibility of standard buttons. Also, there isn't any way to hide it from the
Get Invoice list api does not contain line items array?
Hi Team, Â Â Â Â Â Â Â Â We are integrating our app with Zoho books via apis. We observed that in order to get invoices data we made a call to get invoice list api. We found that the response does not contain line items for each of the invoices retrieved.
What do people do with contact information for customers who are no longer at their companies?
I have many accounts/customers who have had frequent turnover and the email/contact information is old and out of date. Do people delete old contacts or are they saved/turned off elsewhere so the old emails can be viewed?
Client credential grant type support
Is client_credentials grant type supported? My use case is that I want to skip authorization grant. I want to login but dont want any manual intervention since the requirement is there will be a API to API call
Is it possible to send a email to muliple people at once
I have to notify my customers that we cannot service them during the Christmas holiday period and we need to postpone service until a date in Janurary. Is it possible to send a templated email to multiple customers at once? The current flow is to open
It is possible to assign directly the account via API?
I have a contact that is shared with multiple accounts and I would like to define also the account when creating a ticket, via API, for that contact however it is only possible to define the contact ID and not the account ID. There is any way to define
Auto Reply deny list for automated emails sent to Zoho Desk
Hi, We want to implement an auto-reply deny list for domains that send automated emails, which we direct to the helpdesk. There are a couple of posts about this, but in the workflow example below, Actions->Send Alert->Notify Contact isn't an option.Â
Enabling email second email address and forwarding
I am a new member of Zoho. I have a primary email address (my personal Gmail), and I have an admin address for our housing co-op. I am now attempting to enable an email address for outside users. That would be info@xxxx. For some reason, I can't enable
Zoho docs replacement? integration with zoho projects apps?
does the replace the zoho docs file storage we've been using and syncing on our desktops? will this sync with zoho projects at all? (upload from cloud etc).
Ticket customization / translation
Helo, How can I customized the ticket bought by a visitor to our event. I could not find any way to hide or display some fields. Events I'm managing are in the french speaking area. But ticket sent are in english. Where can I find the translation and
Inventory - no field on package slips for the sales order reference number
This is about the sales order reference number (customer's purchase order number), not the sales order number. We use Inventory for package slips - however there is no field for the sales order reference number (which is the customer purchase order number) - please add this to the package slip or the customer cannot match deliveries to orders. The field is in the sales order but not as an option to add to package slips. There is the field in Zoho Books called reference number so why not in Inventory?Â
Sales Order: export Excel file. Why miss the Packed column?
Hi Zoho, doing an export of Sales Order, with Excel file, we see that there is not the column: QuantityPacked There are QuantityOredered, QuantityInvoiced and QuantityCancelled. Can you enable the QuantityPacked too? TIA
Spam Tickets
Hi guys. We've discovered today hundreds of emails from our customers in the SPAM Tickets Folder !!! There are emails from almost all kind of domains but gmail: hotmail, outlook, customer domains, etc. Any suggestion? We have completely lost our confidence
Static Reports and Dashboard Zoho Desk - Response Times
Can you explain how you calculate the Response Times in the Static Reports please, I have attached an example report of the last 7 days. Some hours seem extremely high in comparison to others Also can you explain how you calculate the First Response Times on the dashboards, and ... Resolution Time
Sync Zoho Desk Activities module (tasks/calls/events)
Hi, Unless I'm wrong, it seems that the Activities module in Desk in not syncing as a whole. Only Tasks are. How can I integrate this?
How do you get your profile photo to appear in an email?
Hi, I'm a bit confused as to the purpose of profile photos. I've come across emails (non-zoho emails) where the sender has a small photo id. With Gmail, this was easy but I've not noticed this take effect with Zoho email. Is there a setting I've missed
Customer Spotlight💡: Zoho Analytics saves 60% labor hours for Wingman Media
Wingman Media chooses Zoho Analytics for their Unified Business Analysis! "Zoho Analytics created a tremendous amount of value for the agency and takes our relationship with clients to the next level. The preparedness to integrate the data, build alluring
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