How to assign user who presses button as newly created record owner
Hello, I have a Button/Function on the Opportunity module that creates a custom record called "Pro Forma". I would like for the Owner field on the newly created Pro Forma record to be the user that initiated the creation via clicking the Button. Here
Zoho Desk - Make all ticket replies come from one email
Current when an agent replies to a ticket it shows there name. For our setup I would like it to only show our support account and not the agent that replied, how do I set this up?
Converting Estimates to Sales Orders -> Need option to copy over the Estimate Reference Number
When converting a Sales Order to an Invoice, in Settings -> Preferences -> Invoice, we have the option to automatically copy the Sales Order Reference Number over to the Invoice Order Number field as shown in the image below. This is an excellent option,
Add shipping cost to purchase order
Hi, I was wondering if it was possible to add a line for shipping cost in the Purchase Order section ? When i thick this option in parameter, this field shows up only in invoice (not Purchase Order). Could you please tell me how to handle this ? Thanks,
Analytics + Reporting for Zoho Books Custom Modules
I don't see an option for creating reports with Zoho Books custom module data, either in the Books 'Reports' tab itself or in the sync with Zoho Analytics. I know that Books custom modules is still in 'Beta'. Is this something that will be available in
embed vcard in email signature
Simple enough. What is the best way to do this other than attaching it each time?
Bulk write Job Status: FAILED
Hi! I am trying to update records in a custom module with the BulkWriteJob-method in the Zoho CRM Node SDK V2. I tested the method successfully with a much smaller file with 4 records to update. Then, when I try to use the method for the actual records,
Command Line install options or MSI for Intune deployment
I would like to deploy Zoho Assist using Intune but cannot find documentation on the switches/options available to the command line installer. I noticed the "-s" in the deployment toolkit but that switch doesn't seem to work for a silent install using
Single Entry for Credit note Refund
Dear Team, there are 4 lines of credit notes in a customer account. When i tried to refund the whole amount I'm not able to do so. if at all i need to that i have to pass 4 separate entries for the same. Why can't it be a simple one entry for multiple
Unable to Sync Bank automatically
hi, I have raised a compliant that past one month I am not able to sync automatically my bank " Union Bank of India " account. every time I am downloading the data manually and uploading in Zoho books, it highly time consuming and few errors are happening.
Ein Kunde hat mehrere Abo´s - Was ist ein Kunde?
Wir benutzen mittlerweile Zoho Subscriptiosn für unsere Software-Pflegeverträge. Bevor wir loslegten, mussten wir noch die Wahl zwischen Subscriptions. periodische Rechnung oder eine mit Creator entwickelte App entscheiden. Da in Subscriptions "durchdachte
Sending proofs to CRM clients w Zsign
I need to send 150 different PDFs to 150 of my CRM clients. The cover letter would be basically the same but may vary in 30% of the sends. Can I use my CRM contacts last to send each of them attached or cloud based PDFs for their review. Then get feedback/modify/resend
Add Record with info from separate form
Hello. I've looked through some of the documentation and other posts but need some help. Please see the info below and I've also created a 1 minute video of the process. Thanks for your help! Video: https://www.loom.com/share/665825740aad46d5993172e6ec6c0c49
Weighting Survey Scores
Is there a way to score forms with weighting and criteria in the background that automatically calculate a result based on entries?
Notebook Files Appear In The Old Zoho Docs, Why?
Hi, I have a paid subscription for Notebook. When I add an attachment to it, the file ends up appearing in my old Zoho Docs which will be discontinued next month. Please see these pics. Why does this happen? And should I be concerned about my data when
How can I enable show in store all at once?
I want to enable the option show in store all at once, instead of each product individually
Weird glitch that happends randomly on some hours
This issue has occured on two or three occasions and I can´t grasp as to why this would happened? Anyone know why this happens or how to prevent or solve the issue?
Portuguese
I would like Zoho Learn to support Portuguese language. Especially because my knowledge base will be shared with my customers, and they don´t speak English. Some of the words I would like to be in Portuguese are: "Search" on the search bar; "Collapse
Zoho Meeting with a location
Hi. I simply want to create a meeting at a specific location that also has a Online link. Right now I am creating 2 events... 1 Online and 1 with location. Any help will be greatly appreciated. Thank you.
Webhooks - 10 CRM Field Limitiation
The 10 field limitation for webhooks is pretty limiting. Is that true for all levels? I've added more than 10 and I don't get an error message but it doesn't seem to be functioning. Is the help documentation current that there truly is this 10 field
How to Shrink PST file without Microsoft Outlook?
Compress PST Tool is used to decrease Outlook PST files and minimize PST with the Shrink PST file Tool is useful in removing junk/unhealthy file space and compacting Outlook PST effortlessly with PST compressor Functions. This software enhances storage
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
i have the same problem i can't send emails
Notes column in Tasks module
Hi, I would like to have a column showing the last note for each tasks, how is it possible? Thanks
Meet Zoho Sign experts at Zoholics Australia
Hello, We're glad to share that we're bringing Zoholics A/NZ, our annual user conference, back to Sydney and Auckland this year. Come and meet our Zoho experts to learn how Zoho solutions can make your business more successful! Zoholics - Australia Location:
Free Trial
I'm using the free trial to see how it will work for me, but what I'd like to see is what's available in the free plan only. Is there a way to get out of the free trial and downgrade to a free account?
Cleaning Services: Creating Amazing Appointment Scheduling Sites
In industries like the cleaning industry, it is relatively difficult to portray the quality and performance of a company through its websites. Often, many companies overlook the importance of having a very good website and appointment scheduling site, simply because this is something that is new to this industry. Therefore, in the eyes of the customer, a company who has a very attractive website and appointment scheduling site is far more likely to be trusted than one that looks lacking when compared
Import data to Quote Module
Hello, I need your help. I have to import Quotes to ma CRM. As i noticed i need 2 source filer: Quote, Quoted Items with csv. I prepared files and i have tried to import. All of my tries had finished with 0 imported records. When i mapping fields i have
Permissions Issue When Using Integration Action in Deluge
Hey! Having issues with the zoho.crm.getRelatedRecords function in Deluge. Trying to get a Zoho project ID providing a Deal ID, but I get either an oAuth scope mismatch or an error regarding the method. Seeing as it is an integration in deluge, I shouldn't
Leasing sale invoices record
Hi everybody, in our company we usually only send direct invoices with 100% product price invoiced, but we're starting to lease our products and we can find a way to close the SO and then create all the invoices for the lease period, does any one have
Matching transactions in the bank when 500+ transactions
Hi, We are facing difficulties when matching bank transactions for transactions deposited with Forte or Authorize.net with 500+ transactions in a single deposit. Currently, we are matching each transaction individually, and so it is very long for daily
Failed To Post Comment
Hi, my team and me are having this issue, Desk don´t allow us to reply Fb tickets, with no reasons aparently, whe are answering new tickets (open), Could someone please guide me to fix it? Kindly asking Alvaro!
Print Ticket Content
Is it possible to print the content of a ticket. My client is requesting this.
How can I redirect in form without choose department?
Hello, in portal when client click on "send ticket" open a page where need to select departmend. After choose department, show the form and open ticket. Is there a way to go directly on form and in the form choose department?
Differences between Books and Analytics that make a client go crazy
see linked video https://workdrive.zohoexternal.com/external/8e09b8a34e3bccbdebc9a92bf9bbd07eaccb4fbf13e4c2298ccbca38ce1aa96b
How Do I Completely Erase Hard Drive Data?
The CubexSoft Data Wipe Tool is the highly suggested solution by experts for users who are looking for a query like “how do I completely erase hard drive data?” It helps all types of users including professionals and non-professionals. The tool is able
CANT ADD USERS
Hello, I have Zoho mail paired with my e-commerce store, where I want customers to reach out to me. However, I want a separate email within my Zoho, which is my personal business email, that I can use for business purposes outside customer service on
TIPS AND TRICKS #8 - Collecting online payments for multiple invoices at once
Sometimes your clients will have multiple invoices due and it will be a hassle for them to get all the invoices in order to pay online. With the tips mentioned below your clients will be able to pay for multiple invoices at once online. How does it work?
How To Prevent User from Adding or Deleting a Row in a Subform?
Is there any way to prevent a user from adding or deleting rows in a subform? I preload the subform tables with just the rows I want the user to update and I don't want them to add or delete any of the rows. The number of rows in the subform will depend on data in the parent, so I cannot use the feature that limits the number of rows (and that feature doesn't help me in preventing the user from deleting rows). Jon
hierarchy of Accounts with divisions
There's a feature in Contacts to see a hierarchy. I want to do something like this with accounts. Any ideas on how to custom code something like this?
~2s Lag in Group Calls
Hi, we are having regular team calls with 3-5 participans on Cliq. The audio quality is very good. But the latency is not. There is always some delay, which leads to people talking over each other. When one person is talking, there is no problem. But
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