Best way to charge a fix percentage increase instead of a fix price for an item
Hello Zoho subscription community members! Here's the situation we are trying to solve and for which we need your help/input : Some of our product's pricing is based on a fix % increase of the client's total subscription. For example, instead of charging
FLAW: Unable to assign serial numbers to Sales orders in Zoho Inventory
We use sales orders. Staff pick items and assign serial numbers to each line-item. With zInventory you can't add serial numbers to a Sales order. How can an inventory system not have such a basic feature? Serials can be added when the invoice is done... but how is accounts dept supposed to know the serial? The most efficient way to assign the serial is when the item is being picked / packed.
Updating Plan count in subscription
Im running automation where we want to to increment the quantity of a customers subscription plan by 1. Ive been testing with different update bodies but even though I get the "successfully updated" message on calling the update method, the quantity does
How to create editable tables in Notebook
I want to be able to edit the table from within Notebook rather than constantly having to import the file when I want to make changes.
Technical error and app issues.
On the app I am unable to see pictures, listen to voice notes, or send any of that. I can get GIFs though and links come in fine. When I get on my computer it's the same thing I can't see pictures or hear voice notes. It saying up at the top after I log
Is there a way to put a customer on "Hold" within the CRM App
Currently, I do not see a way within the CRM to place a customer on hold. We have run into the situation that when a customer does not renew a contract agreement in time or at all that the CRM does not prevent a sales rep from placing an order still at
Google Translate Does Not Work With All of Our Organization's Accounts.
I recently set up the Google Translate integration with SalesIQ. The integration works on all of our older Zoho accounts, but for any Zoho account that was created within the last year or so the translate feature does not work. I have tested the affected
How can I open The CRM Mobile APP with a link
is this possible? Opening an email link when a new reference alert comes in with the Mobile Apps instead of the internet browser.
Unbundle a product we purchase from a vendor
Is there any plans to be able to “unbundle” a product we buy from a vendor so that the individual items go into the inventory stock. Currently the only way to do this is to do manual stock adjustments. Thanks, Jay
Lookup field not working
Hi, I am creating a Lookup field on the Candidate record (1 of our Modules), and I want the Lookup field to be based on the Client Module (another of our modules). Setting it up seems very straight forward - simply linking data from 1 module to another.
Refresh/redirect parent page of iframe
Sooo, I'm fairly sure this is impossible, but I need to ask in case someone is much smarter than me. I have a bunch of forms/reports/pages that have workflows/functions that will either bring the user back to the homepage or refresh the current url. Those
Fetch Records From a Specified Date
Hi, I've been looking for a solution but cant find anything yet. Is it possible to fetch a record from creator using deluge for a specified date. For example i have a schedule running daily and i want it to fetch records for that day a week ago or 3 months
Time tracking not as good as Zoho Projects
Hi I use Zoho Projects for my web development projects. The time tracker (little green clock) is great. I have just started using Zoho Support for support requests. These also need to be billed, so the time tracker is essential. I therefore upgraded Zoho
update permissions on tiktok not working
I have updated our permissions a few times, still keeps asking me. Thoughts?
Notification Emails but only once!
Hi, I've been asked to create a notification email whenever a sale has been "Completed" by a contact who falls under a specific account.. That was easy, however now have been asked to only send the notification the first time, and not subsequent sales
Track Custom Module Record From Lead to Contact
Hello! I have a custom module "Applications". Applications can (should) be related through a lookup field to either a lead or a contact. If I create an application, relate it to a lead, then convert that lead to a contact Id like to relationship to transfer
How to convert a contact into a customer
Hello, I have leads that I converted to contacts. I created some opportunities. Some opportunities were accepted and the contacts became customers. My problem: I don't know how to convert these contacts into customers in Zoho. Could you please help
Time Tracking include seconds?
Hi, Is there a way for the time tracking to include seconds instead of just hours and minutes? Sometime small tasks take only a few minutes, but a bunch of small tasks adds up to many minutes and seconds.
Time Tracking API
Hi, Is there an API available for time tracking? Thanks.
Time logging issues
I am losing times tracked on tasks. The problem is that it is not clear when the time is logged, when the timer is stopped or when the task is closed? I've done both and neither works. Whats more when the task is closed, the tracked time disapperas (i guess bc it shouldve been logged) but when it's not logged you've just lost your tracked time. The bigger problem is the UN-NATURAL way this time logging is set up. On every other plat form that tracks time, it is made clear to save timer or log when
Time Tracking in Zoho Projects
Time tracking is one of the important aspects of project management. In Zoho Projects, you can schedule tasks and restrict work hours by enabling the Time Log Period Settings and Time Log Restrictions. Here are some of the timesheet settings in Zoho Projects
Assign people and time tracking in Deals?
Hi there, Is it possible to assign people to Deals? and to time track what hours they spend on that deal? (I know you'd say that all that features are in Zoho Projects but I'd like to know if I can find a way of assigning people and time track in Deals)
Introduce folders for segments
It would be nice to have folder functionality for segments like in lists ( within zoho campaigns > contatcs )
Zoho subscription webhook adding an extra & after url parameters
Webhook url to which subscription update is being posted is http://Saurav.insync.pro?agdid=ezi7BpsBsEy0D-vYohMwFQ& However, in the configuration section of the webhook, only one key value pair is added in the url parameter section. This can be found
Zoho sites public roadmap?
Hello I'd like to see future and planned improvements of Zoho Sites, where I can find the public roadmap? I've found some blog posts about Zoho Sites features, but they seems a bit out-of-date. Thanks in advance
What's New in Zoho Inventory - September 2022
Hello customers, We've been working to bring you new features and updates to help you manage your inventory more efficiently. Here's what's new this September in Zoho Inventory: Ultimate Plan We're thrilled to introduce the new Ultimate plan of Zoho
Regarding custom button creation
I have created custom button in sales order detailed view page for creating delivery order for the particular one, and the deluge script associated with it was successfully triggered but I don't know whether the record is created or not. It is not listed
Is there a way to check-in files that have been edited in Writer?
I cannot figure out how to edit a file on-line using Writer, and then check that file back in. The source is a Word doc that I uploaded. I checked it out, and saved another copy in the source folder, but cannot figure out how to merge it with the original.
How to personnalize popup push web ?
Hello, I have activate the push notifications in my website in two step, and I would like more custom the popup : Change the content to add more text (the size of the fields is very to small ) To remove the "Powered by Zoho" You don't pay your ads
Zohodesk: Andere kleuren private en openbare gesprekken in een ticketfeed
Beste mede Zoho-ers, Gisteren, op het leuke Zoholics event, zag ik op een gegeven moment een plaatje voorbij komen waarin een private gesprek een andere kleur heeft dan een openbaar gesprek in een ticketfeed. Ik vandaag zoeken of ik het ook voor elkaar
Can I block the lead timeline?
Is it possible to block my salespeople from the lead timeline? That only I can see it?
Mapping Excel Sheet And Leads section
How to map the "multiple sections" option available in Zoho CRM in excel when you are importing the excel sheet?
Gmail IMAP instead of POP into Zoho Mail
I tried search for this, but couldn't find a solution or an answer. We currently use Google Apps and Gmail to communicate, and one of the main reasons we chose to go with Zoho was because of the email integration. However, as soon as we signed up, we realized that the email add on doesn't help much. We have over 25 GB of email that we don't want to delete and keep on file, however, if we use POP that runs up the storage charges on Zoho. I was shocked to find that Zoho doesn't support IMAP functionality
Fetch a Record, Rename and Upload to WorkDrive
Hi all, We have thousands of test records and we can click the 'download button' on the report on a single record and it will rename and download, as below. It works great, nice and easy. //groupReportNo = frmGroup[ID = input.groupID].groupReportNo; //groupReportID
Showing Direct Debit Schedule in an Invoice
I'm looking for ways to display or send a direct debit schedule of dates and payments with VAT within an invoice, I've tried custom fields but don't seem to be able to find a way to make this appear within the invoice template - when I select Multi line
API call of avarage
Hi how can i obtain via api call the avarage of a field (Sales) of records from one specific day_? i know i can get this info in a snippet on a page but i want to know this value avarage of all via API also i can get this value on a pivot table but pivot
ZOHO's TIME TRACKING DOESN'T WORK!
WOW, Do I now hate zoho!!!! The time tracking functionality is so bad, it adds crazy hours that didn't take place and now its treating every second as 4 seconds. My staff were working for 7 hours and it says they are over 20hrs. THIS COSTS EMPLOYERS RIDICULOUS AMOUNTS OF MONEY, WEITHER ITS OVER PAYING STAFF OR PAYING SOMEONE TO CHECK EVERYONES TIME SHEET TRY TO FIGURE OUT ACTUAL TIME SPENT. I USED TO RECOMMEND ZOHO TO EVERYONE, NOW I WARN EVERYONE NOT TO USE IT. I WANT MY MONEY BACK AND AM ABOUT
Feature Request: Time Tracking for board tasks
Hi, It would be great (Even if it will not be fully integrated into zoho projects or finance) to be able to track time on each task. Similar to what is in ClickUp (Which is somewhat similar to some of connect's features). Thanks!
Multi-organization SAAS application
Hello, I am considering using Zoho Creator to create a large-scale business application. Since this SAAS application will have to serve several different clients (organizations), I plan to make it accessible through a Zoho portal. My question is: How
Track Time In Zoho Projects or Invoices?
Correct me if I'm mistaken, but Zoho Invoices doesn't sync time sheets with Projects, does it? That is to say, if I track some time in Projects I can't see those entries within "Time Tracking" in Invoices. And if I track some time in Invoices those entries aren't available to me within Projects. Is this correct?
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