Adding Landed Costs to a Purchase order
hello, I'm purchasing items from china and importing them the Ghana. My vendor is charging me for items and shipping cost in the same INV. I'm aware of the "landed cost" option, but i dont see how i can really use it, as i cant add it to the PO but only to internal records on the recorded bill. I need to send a purchase order to my vendor with that cost, but then i will have a dabble line of shipping cost. is there something i'm missing? Thanks.
Zoho Checkout email notifications using different fonts
When setting up the email responses in Zoho Checkout, I noticed that although "normal" is chosen, in some emails it's a serif font and in others it's a sans serif. How do we make them all sans serif? I'd like my customers to have a consistent exper
how can i remove powered by zoho from my payment page
how can i remove powered by zoho from my payment page
Populating Account ID when importing contacts
I am moving records from zoho to another zoho. We are using our accounts in the new zoho which are being imported from quickbooks. I need to export contact from the old zoho and have them imported AND linked to the accounts in the new zoho. Is there a
Projects visibility in Recent Project list for admins
Hello, every time someone is creating a projects on our Projects portal, Admins are added to default to the projects. Is there a way to avoid this behavior? We simply don't want to find all org users projects in our "Recent Projects" list Thank you
Zoho CRM creating useless leads on FB ad like
Hi all. I've been running a very simple ad on FB. Pretty basic, done from the actual social rather than from the ads manager. Everybody who likes the actual post gets saved as a lead to zoho crm. We've only got zoho social and woztell connected to our
Users managing different timezones
We have suddenly run into a limitation of Zoho CRM, and we are seriously considering searching for another CRM where we can solve this. Zoho CRM makes the following assumption: that users manage meetings between themselves and an external lead. So, Zoho
Recent Activities - not detailed enough
See attached screenshot. These are the recent activities for one of my subscriptions. I appreciate knowing the "who" and "when", but I still need to know "what" happened. This is a step in the right direction, but not finished. A very common recent activity
Subtasks in CRM
Can you do subtasks in Zoho CRM? If so, how?
WhatsApp messages not landing in Desk
We have been receiving all our support tickets from WhatsApp on our Desk dashboard. But for 2-3 hours any of the messages sent to our WhatsApp support number are not landing on the dashboard. We have enrolled for the IM beta access. I expect the earliest
Recover deleted contacts in mail app
Hi, I have accidentaly deleted all my contacts in mail app. Is there any way, how to recover them?
Display timesheets entries used for a given Invoice
All of our invoices are based on Projects & timesheets. Once an invoice has been created, how can I see all the timesheet entries that made up that invoice? If I use the current Timesheet view, it only shows Invoice numbers when I hover over a timesheet
Find and sort contacts by date created
Hi Me again. I have 6000 contacts in my crm, they all have scheduled calls against them thanks to help i have recieved here on the forums. I need to ask more though, I want to cycle through my current contacts and schedule calls for the sales guys to
Create report for number of leads assigned in CRM
We need to manually assign leads in our CRM. Is there a way for me to keep track and report the number of leads assigned to each salesperson is equal?
Translation of the ENglish pages
Hi, I have 2 questions : 1- The "Subscribe", "Unsubscribe", "Update my Profile" and "Tell a friend" pages are in English. How can I translate these pages to Turkish language? 2- Infact; there must be a language setting for each contact; and these pages should come up for that specific contact with their selected language profile. ( An english contact should see these pages in English, a Turkish contact in Turkish, etc. ) Is this possible?
how to add a link to campaign email?
There are many undocumented options to simply add a link in an email message? The links does not work. why is not documented https://goo.gl/JJi6T5 in zoho campaign documentation: https://www.zoho.com/campaigns/help/create-campaign.html#Basic_Details I am sure it is my error for not being a mind reader. Why make a simple concept for the casual user to difficult>? anyone else know how to add a link to a zoho campaign email? ty
Beleg-Scan: Vorgabe der enthaltenen USt. (tax)
Nach jedem Beleg-Scan muss der Schaltung gesetzt werden, das der Betrag eine USt. (tax) enthält. Wie kann man das vorgeben?
SnapeEngage Chat and Zoho CRM integration
Hi, Does Zoho and SnapeEngage have integration so that leads can be created from chat session? -Eric
Mail Sending Failed, when I try test send mail
I use the Zoho mail plugin to send mail from my WordPress site. Since months ago everything was good, until today I realize I didn't receive email notifications for my WordPress form anymore. So I tried to test sending mail from the Zoho mail plugin.
Celebrating our Zoho Community SuperBuds!
The SuperBud Program recognizes the efforts Zoho users put in to help the rest of the community thrive and grow in their individual Zoho journeys. Be it the ZUG meetups or these forums, several Zoho users including our MVPs and ZUG leaders, have stepped
Community Digest - septiembre de 2022
Community Digest de septiembre de 2022 ¡Hola a todos! Os damos la bienvenida (o bienvenida de vuelta) a nuestro foro, un espacio en el que compartimos nuestros aprendizajes y experiencias con otros usuarios Zoho de habla hispana. En el día de hoy me gustaría
create a dynamic page with customer details
Hi there, we would like to create a (landing page) with some customer details (from Zoho CRM), at the minimum with salutation, pre- and lastname. In the best case we can include that page in a workflow in Zoho CRM. The logic behind is quite similar to
Prepaid Expenses Account Automatic Entries from Customer Invoices
I just started using Zoho Books a few months ago and while checking my balance sheet I noticed that there are entries to the Prepaid Expenses account from Customer Invoices. They are seemingly random amounts and I'm trying to figure out why this is happening
Zoho Package not showing custom items
Hi, I have been trying to setup the package side of books, how ever alot of our items are custom and not in inventory, When I try and create a package the line item is missing. Is there a setting we can turn on to show custom items? in the images attached
Zoho CRM Apis
Hello, I have to do a Hello world program , that transfers data to/from my Java Spring web application into Zoho CRM, using Zoho CRM apis. Can you please guide me from where i can start.
Komende updates - roadmap
Goedendag, Kleine vraag: Nog los van de mooie, tijdens ZOHOLICS aangekondigde updates zijn wij in afwachting van een aantal aanpassingen waarvan bijv ZOHO support heeft aangegeven dat ze zijn geaccordeerd en in behandeling zijn voor realisatie, maw,
Oauth: Check authentication status
Hi there. I am developng an integration module for open source SMS. I need to check if generated auth tokens is still valid. What REST endpoint can I ping for that? The problem here is that I do not know for what scopes provided tokens was created.
Where to find decent video tutorials on Creator customer portals
Hi Does anyone know any basic tutorials on how to create a customer portal and how to create a form that updates a module record in CRM? The few videos Ive found are tortuous to watch with mistakes happening during the video! I need professionally produced
Zoho CRM Android App
Any plans on making Zoho CRM an Android app as well as an iPhone App??
Tiny Tip Tuesday #54
In this article, we'll be seeing why it's important to set up survey preferences and how to do it. To begin with, it's important to set up survey preferences for a survey because doing so directly affects the respondent. Survey preferences add a minute
How to import custom module records and assign the owner as the owner of the account?
Hi, I need to import a number of records into a custom module. The imported data does not contain a record owner column, so I need set the owner of the imported record to that of the account owner that the record is linked to (The imported file has an
Zoho Recruit Currently Down; Unable to Access Status Page
Is anyone else unable to access Zoho Recruit today? Getting an error message? Do we know how long it will be down? I tried to access the Zoho Status page and even that was blank! (https://status.zoho.com/) Perhaps someone has a different URL? Thanks!
@SUPPORT STOP EVERYTHING YOU NEED TO FIX THESES FIRST!!!
Now that I have your attention, let's make this thread a recap of BUGS and IMMEDIATE redesign/feature needed for Zoho Creator to be somewhat more user friendly for devs and users alike. Yes this is a spamming thread intended to get Support's attention,
Is it possible to have the dialog to schedule an appointment within the lead conversion page?
We are a contracting company and we do a free estimate for each deal/potential. Every single time a lead is converted to a deal we need to schedule the first appointment with them. Having to convert the lead first then go in after and schedule the appointment
Risk Mangement
Zoho is best project management tool i have seen till date but still one thing which i feel is missing that is risk management So i request to zoho administrator, please also include risk management in Zoho so that it will become complete in all aspect.
Can't delete function that are not related to workflow
Hello, I have functions that are marked as used in Workflow, but the workflows have been removed. However, the functions used have not been released. How can I remove the functions that I no longer need.
Email parse function - improvements
Wow - I am impressed by the new email parse function in Zoho. https://www.zoho.com/crm/help/email/email-parser.html I have a request for an enhancement - please allow us to map to "Picklist" or "Multi-Select" fields.
Zoho Bookings Calculate Travel Times
Hi. I run a photography business that means I travel to homes to shoot photos/videos for Real Estate agents. One big reason I can't use bookings is that I need it to calculate travel time from a location and automatically block out travel time when a client books. So the client would input the address on the bookings page, and then the travel time would be marked off the calendar. This would be a useful feature for any type of services business that travels to locations when a client books.
Month to view printing with too much white space showing on each day
Ive just gone to print out my usual month to view calender and in the print preview there is extra white space showing on the separate days. Shown by the red line on the attached image. I print in landscape view and scale down to fit on A4. But now the
Help - Zoho CRM and Forms integration
Hello, I hope someone can help me with this one... After converting a Lead into a Contact, I would like to send him/her an email template with a link/QR code to a Form with: Pre-populated basic fields that come from the Lead profile Many other fields
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