Automaticaly generated Purchase orders
I have tried to simulate how Sales order, Inventory and Purchase order are connected and I have noticed the following: The purchase orders are not automatically generated when I select a Vendor, based on In stock level, reorder level and Sales order qty. If the sales order qty of an item is higher than stock level, the programme should generate automatically a purchase order to respective vendor for missing qty. And that is not happening. I can not believe that I should print a sales report first
Ticket Download feature in Client's Portal
Have been using Zoho for couple of months and multiple clients have requested to provide the Ticket download feature in their portal as they share weekly/Monthly report to the internal team and everytime they raise ticket to provide ticket dump which
help.zoho.com locks up Chrome browser
Hello, Any time I try to visit an article on help.zoho.com, it completely freezes every open window in Chrome. This is a relatively new problem, as I have used help.zoho.com in the past with no problem. I tried Firefox and there is no issue with the
Confirming Forwarding to my BCC Dropbox with Gmail Forwarding Filter
I want to automatically forward emails from a company email account to my bcc dropbox, but in order to do so, I have to confirm with gmail with their emailed confirmation code. Where can I find this confirmation code?
Digest Novembre - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Un nouveau mois se termine au sein de la communauté Zoho France. Faisons le point sur cette période. Ce mois-ci, nous avons mis l'accent sur la collaboration autour des fichiers où nous avons évoqué des sujets tels que optimiser
Tracking emails when using Outlook
I like that the Hubspot Outlook plug-in has a "track email" and a "log email" button. The "log email" is easily accomplished by BCC'ing my Zoho BCC dropbox to log items to records. However, I don't have an easy way to embed a tracking pixel when created
Balance Sheet showing Accounts Recievable when payments for all entries recieved.
Accounts Recievable Account has Entries in the Accrual Balance Sheet even when all invoices paid. Why is it so?
How do I stop SalesIQ from emailing me reports.
I do not want this report being emailed to me. How do I stop it? There is no unsubscribe option nor link to take me to where I can set what I want to be emailed about. Then I go to SalesIQ and spend 5 minutes searching how to stop it and can't find a
How to add custom formula in Zoho CRM Dashboard?
Hello, I want to know how to add custom formula in Zoho CRM Dashboard? I have a component that says Number of leads. I want to calculate a formula based on this number. How to do that in Dashboard? Thank you.
Enhancements in Reports: Schedule static reports, group date and time based fields using more criteria and more
Hello everyone, We are here with some interesting enhancements in Reports. Let's take a look at each of them in detail. Scheduling static reports Up til now, you were able to schedule default and custom reports only. Now we have extended the scheduling
Update a custom field in a Deal when a task is created
Hopefully somebody can help me... I am trying to use a custom function to update a custom field in a Deal when a task is created that is related to that Deal. The function is firing ok because I have sent myself test emails but it is not updating the
Price Books: Want to combine products for total count to calculate discount
We offer multiple flavors of a product and want to add up the number sold across all versions for price book discount calculation. Currently the price book calculates the discount separately for each version of the product, even if they are just minor
Zoho Developer Community learning Initiatives
Developer Zoho User Group (ZUG) is a platform to encourage developers from the Zoho ecosystem to connect, learn, and share their expertise to find solutions for common business challenges. There are a couple of ongoing initiatives to help you get onboarded
Zoho Developer Community learning Initiatives
Developer Zoho User Group (ZUG) is a platform to encourage developers from the Zoho ecosystem to connect, learn, and share their expertise to find solutions for common business challenges. There are a couple of ongoing initiatives to help you get onboarded
Latest updates in Zoho Meeting | Introducing Zoho Webinar: The all-in-one webinar software, mirror video, original audio settings, meeting join links, and more
Hello everyone, We’re here to share a few updates and enhancements in Zoho Meeting. We've been working on Zoho's all-in-one virtual event platform - Zoho Webinar, mirror my video feature in addition to the ability to retain original audio settings
【Zoho CRM】ワークフロールール機能に関するアップデート：予定の追加、通話の予定の登録
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ このたびの機能アップデートにより、以下の「すぐに実行する処理」が導入されました。これらは、「すぐに実行する処理」内の「活動」から選択できます。 予定の追加 通話の予定の登録 今回のアップデートにより、従来のZoho
Make notes mandatory
Hi all, Is there any way to make a CRM user come back to a record that is already created and make them input notes? Example: after a meeting. I tried with a workflow, but it's not possible to use notes or description as conditional. Any ideas welcome.
Increasing Custom Fields limit for Zoho One Users?
By The Grace Of G-D. Hi, I've worked on a client's CRM and noticed that his custom fields limit is 500 and he has 10 Lookups and 5 Multi-Select Lookups. Just like it is in CRM Plus. But he is on Zoho One subscription. Is it a bug or is it going to be
Can I fetch and display Image in notes field
I have a form "Logos" which has a field "Image" which is an image field. This form allows the upload of image for each business in our database. I would like to lookup the logo for a business and display the logo in a notes field on a form. Is this possible? And if so, how would I do this? I tried using this code: Logo = Logos[Business == input.Business]; notes_field ="Logo" + Logo.Image; However all that renders is this (broken image link)
Zoho CRM Android App - LinkingModule
Hi, Is there a way to view a LinkingModule as a custom module in the Android Zoho CRM app please? I can see Custom Modules in the app but not Linking Modules. I can see a previous chat where this has been made to work in Zoho Analyticals but no mention
Order line items (deal products) not syncing to CRM
Hi all, Quite urgent as we’re planning to roll this out to all staff this Friday. The order line items (the products) are not syncing. The deals themselves are, just not the line items. If the deal is created in BIGIN, the line items will not show in
Default Exchange Rate
When transactions between base currency and foreign currency in Books are added programmatically, an exchange rate of 1 is assumed. It seems like it would make far more sense to have the default exchange rate be whatever Books already has internally for
Share snippets from Recording
Hi, Would it be possible to comment on and share snippets of the recording? It would be great to have interactivity between team members directly on the recording, as it provides even more context to the issue.
Created tickets are Automatically Assigned to ME
Hi all, good day. Just like to ask a question regarding the assignment of tickets in our Zoho Desk (Enterprise Edition). Every time a new ticket is created, it is AUTOMATICALLY assigned to me (please see the screenshot). Even if Ticket Owner is tagged
my Gmail and outlook calendars doesn't get updated with Zoho iCal link
i have followed all the steps to allow iCal connection from Zoho side and added the iCal privet link to both Gmail and outlook calendars - they are not reflecting any appointments from Zoho account. Appreciate your help.
Invoice a client in multiple currencies
I have a few clients who I bill on multiple currencies depending on the type of products I am selling them. Currently, with Zoho invoice, a contact can be of only one currency code, so for those few clients I had to create multiple clients (one for each
Multi-currency for a single customer in Zoho Books
Hello, I have a question regarding Zoho Books. We are selling products worldwide and it happens sometimes that for a specific client we use USD for a product and for another product, we use EUR. Is it possible to manage multiple currencies for a single
Sprint custom fields, drag and drop, Quick notes and Scan QR code are now supported in the latest version of the Zoho Sprints iOS app.
Hello, In the latest version (v1.2.12) of the Zoho Sprints iOS mobile app, we have brought in the below features and enhancements. Sprint custom fields are now supported in Add/Edit sprint form and also in Sprint details page. Sprint layout field
Unable to add external zoho account using mail.zoho.com or the zoho Windows desktop app
Trying to add a second zoho mailbox that exists within my zoho domain. Using Windows desktop zoho app: Settings|Mail Accounts|+ After entering the required info, the Save button is greyed. I was able to add the other mailbox as a Send As account. So,
Check For Leads That Are Already Contacts
I have many leads I need to import but also need to know if they are already existing as leads/contacts in our ZOHO CRM systems. Is there a way the program can make sure not to put redundant leads into the system. Thank you.
Upload Attachment (Resume) in Zoho Recruit in PHP code
There is a function for the upload attachment API function uploadAttachment($candidateId, $fileAttachment) { $header = [ 'Authorization: Zoho-oauthtoken '.$token->access_token, 'Content-Type: multipart/form-data',
Zoho Desk Portal - View portal from the customer's perspective (as a enduser)
Hi, In the process of setting up and the planned commissioning of the customer portal, we are faced with the following problems and challenges. Before a customer is activated as an end user and during the actual usage phase, the portal usage should be
Scheduled reports are not consistently sent
I have created scheduled reports to go out ever Friday, the reports are not doing that. When I go in to Zoho on Monday, I am unable to find the reports at all, all I see is "Try New Version" of the Report module. And only when I click that I want to try
Importing attendees and getting QR codes via tickets
Hello. I need my portal to be enabled with the feature to allow importing of attendees and to bulk generate QR code tickets so that I can email to the guests... As several guests will come in groups with only 1 email address each group, please advise
Need Help Determining Fit For Learn in External-Only Document Repository Scenario
Hello Zoho Learn community, I have a question that's been really perplexing. I hope you can help. I always have the feeling that Zoho might be the greatest business platform ever created, but then I go into the actual tools and the online information
Add Custom Signal Notification Zoho CRM
Hello All, so today we are come up with Custom Notification in ZOHo CRM by the Deluge Language. Problem Statement:- Suppose you sent a contact by the zoho sign using deluge script once it will be sent then User will be notify by the Signal which we have
lock in period for accounts
hi, i think there should be a feature to lock the financial year accounts with certain password when it gets filed with income tax department, so that there will be no accidental changes further. So this is a request from our side to add the above said
Estimate to retainer Item Description to be copied
Estimate to retainer item description is not copied currently. Either the Item Description Rows can be copied and Qty/Rate can be apportioned as per the Retainer % OR Item Description Rows can be copied alongwith the original Qty and Rate also, and somewhere
Zoho Expense: Product Updates November - December 2022
Hello customers, As we're nearing the end of 2022, we want to take this opportunity to thank you for your support and love for Zoho Expense. We promise to put together new features time and again to help you have a smooth expense reporting experience.
How to get logged in user zuid?
Greetings either in zoho creator or in other zoho apps, how can i get the currently logged in user zuid from my deluge script? i tried "zoho.loginuserid" but this returns the email of the user. Thanks
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