Hi, I am looking at Utilising Zoho CRM and other Zoho products to develop Education Consultancy CRM and a portal for B2B
Hi Friends I am looking for suggestions for Zoho development company who can modify Zoho CRM as per our requirements. We are in the field of Education consultancy and want to design Education CRM for our B2B network. Along with that, we want to use IQ
WhatsApp + SalesIQ Integration- An eternally long wait -
Hi folks, Why does the WhatsApp integration in SalesIQ still not work after years? That should be state of the art in 2022. Shouldn't it? We have been waiting forever So we still have to use Meesagebird (Messegabird is great as a stand alone). Does anyone
HOW TO POST PETTY CASH ENTRIES
Question 1-I don't understand what's in my cash flow chart. I have entered an amount of 200,000 naira into the opening balance of my petty cash, but it's showing 245,550. I don't know where I have made mistake. Question 2- The amount I have in the outgoing
Create Zoho Writer Merge Document with data from 2 modules
Is it possible to map fields from multiple modules and create a merge that I send for signing? I'm creating a contract using Merge Fields. I'd like to include fields from my Opportunities module and also include my Companies module. I can access and
Brokers commissions and accounting entries
Hello, We are brokers, so each broker gets a commission on each invoice we issue through zoho books. The commission % differs from one broker to another broker, it differs based on the invoice, Example: - Invoice A, 30%commission for Mike - Invoice B,
Field validation/limitation
Hi, I am new to Zoho CRM. I would like to limit the entry of certain characters in certain fields and I would also like to receive a notification when importing a contacts in bunch that a certain field does not have the specified format. If the second
Zoho CRM - Il y a du nouveau chez les modèles d'e-mails
Bonjour à tous, Nous sommes ravis d'annoncer que les modèles d'email dans Zoho CRM sont désormais adaptés au design pour tous les ordinateurs et mobiles. Le responsive design désigne une méthode selon laquelle les pages sont conçues pour s'afficher
When same function called at the same time twice, on of them doesn't update field
Let's say whenever a record is created, your workflow reduces the "Quantity in Stock" field for one product. Your WF is associated with a function, which takes the Qty in Stock number, reduces it by one, and then updates it again. Simple. What happens
How to integrate Zoho Webform to React Application?
Hi All, We are using Zoho CRM plus and using Zoho webform on our WordPress Website, here's the link for reference: https://www.dynamicssquare.co.uk/ But we are migrating from WordPress to React Application. And when we are trying to embed the source
Email account IMAP blocked
I am using VPN, my IP address is not fixed and can change. today I got message saying my account was blocked, can you please help to remove the security check policy on my email account? I need access with proxy.
Privacy concern: Users can see other Users through CLIQ
Privacy concern: Users can see other Users through CLIQ We wish to use Zoho mail only, and the ability of one Zoho mail user to see the rest of the other Zoho users has created a privacy issue in my company. We don't want the user to see and know who
Inherited sharing
Hi. I have a business requirement that I don't know how to make work in Zoho CRM. I have a Record data structure something like this: Project Stage (Custom Module 1) House (Custom Module 2 - one-to-many) Linking Module Contact (many-to-many) Then I have
How do I duplicate this component in my dashboard?
I wanted to duplicate this custom component view in my dashboard. How can I do it?
when I open my sheet ,it always start at "A1" despite I left it at "N234"
when I open my sheet ,it always start at "A1" despite I left it at "N234" Is it possible to make the sheet start where I left it, by default?
Displaying Missed Messages
If I haven’t been online for a few days and log in, I don’t see which chats/threads/channels I missed messages on while I was offline. Some time ago there were still points with numbers, how many messages I missed or are unread in which chats. Now I have
Multiple Reports in a Digest
If all reports are scheduled on the same time frame, is there a way to get them all in one email so the recipient isn't receiving several report emails at once? Like a digest on the two week schedule
Custom Functions for Creating Records from CRM to Books? (Basically same records in both apps)
Hi, Does anybody have custom functions (preferably deluge) that can create (and if possible update) records, for example an Invoice in both Zoho CRM and Zoho Books, trying to simulate a two way sync through custom functions between the two apps but if it is not possible just creating a record in both apps could help us. I know they have different modules for Invoice, Sales Order etc., but we would like to use CRM for creating and Books for managing the finance part. Also trying to do the same for
Zoho Desk. Custom field max multiline length Issue.
Hello. I have an issue with a Zoho Desk Custom field. I created a custom multiline field. I tried to insert some text more than 5000 characters, and i got this error. Insufficient Privileges to perform this operation. Contact your Administrator. I tried
Admin reports - User incoming traffic data does not reflect correct number
Hi, I noticed that User incoming traffic data in Admin reports doesn't show correct number, it just doesn't add up. For example let's say for that particular day, Incoming mail to my domain was 12(for all member), if I look under "User incoming traffic
"deliveredto:" filter for Zoho mail?
Hi there. I have a Gmail account which forwards everything that drops there to my Zoho Mail. No way of changing Gmail for now. Also, i don't want to check this Gmail via pop, i want it to forward every mail to my zoho account. So, my question is this: Is there a way to label every forwarded message and have it under a specific folder rather than in my inbox? A filter for every message that has my gmail account as the recipient won't work, because there are many messages that have a different recipient
Rounding does not fix character limit validation
Following this update ("Announcing strict validation for the max character length field property"), I have been working to fix character limits in my forms. I have introduced this code: input.Actual_Work_Time = input.Actual_Work_Time.round(11); The code
Employee Expenses split under multiple accounts
Our accounts record expenses by employees under heads like Travel / Fuel Meals Site expenses How can we make one voucher for all three and credit the employee for the expenses incurred? Currently we are making three vouchers, one for each head. We need
Zoho CRM for the Legal Profession
Just wondered if anyone here has successfully set up Zoho CRM for lawyers? I'm in the process of doing this along with integrating an online accounting app. Would be interested in hearing from others on this.
Code not working
Hello, I met a strange issue today, never seen this before. Last time (a month ago) when I used this part of the code, it was working fine. I am the admin, and did not change anything in the code. The flow is, that production form is opened from an order
Bank feed issues becoming unmanageable
I've really liked using Zoho Books and other Zoho apps since starting my own consulting business 2 years ago. But I don't see how I can continue to use it though when the most fundamental and critical functionality of any accounting software - banking
Why have booking IDs changed overnight
Hi there - up until yesterday, I was able to specify the format of my Booking IDs - and I had them organised, with follow-on actions in CRM based on the ID. eg: But from today - this option seems to have disappeared, and all my booking IDs are now looking
keep google workspace and use zoho mail
I need google drive/google workspace to collaborate with people outside of my business. I am using zoho books and starting to use projects. Wondering if there is a way to keep my google workspace account but have zoho mail manage my domains email? I
Discuss
Discuss
Increasing upper limit for daily api requests
Can I Increase the upper limit of api request per day? Is their a product offering to purchase more than the limit of 15,000 requests per day
Anzeige von Projekt-Budget-Stunden im Kunden-Portal von Books
Business-Case: Ein Kunde fragt nach einem Dienstleistungspaket an und bekommt ein Angebot, aus dem dann ein Projekt in Books erstellt wird. In diesem Projekt werden die angebotenen Dienstleistungen als Budget-Stunden vorgegeben. Im Kunden-Portal sind
how to host Zoho static files on CDN
Hi there, my websites speed metrics shows that zoho sales IQ CSS and JS are loaded from 2 different domains, is there any way for me to host those files on a CDN instead since i am trying to reduce the number of requests the client has to make.
Keep track of your website visitors and chats and manage them efficiently with Tags
After a long day of excellent customer engagement, everyone like to have a quick run-through of the day's stats. But have you felt like after a good day of customer engagement, your chats look cluttered, and everything is a mess? So, how do we fix this?
Zoho Subscriptions Custom Module lookup field modules do not match. 'Items' should be 'Products' in subscriptions
Hello, Im building a custom module that will manage our assets, and I wanted to link the Assets to the Products module via a lookup field, but there is no Plans field available, only the 'Items' Field from zoho books. Shouldnt we be able to access Products instead
Email Parser Email Issue
I use the email parser for many clients and myself for lead generation. The only issue I have with it is there is no longer an error message showing why certain emails don't parse through. I remember there used to be this error message to help figure
User Audit Trail
I don't see this functionality, so here it is: It would be nice to run a report of all users and by type (Admin, Agent, Light) and their last login so we can tell if licensed users are still logging in. This way we can send targeted emails to users
Should it take 8-18 seconds to open a "Deal" or "Lead" record?
In chrome, incognito mode, no extensions loaded, it takes me anywhere from 8-18 seconds to open the details of any individual deal. At night, it goes down to about 8 seconds and during the day it's 18 seconds. My expectation was that it would take 2-3
Custom categories in 'Add' button
I've added a bunch of custom secret types as 'Categories' in Zoho Vault. Visibility is set to 'Visible' However these categories do not appear when I click the 'Add' button How can I get my custom categories to appear in the 'Add' pop up list?
Zoho Vault Icon missing on Opera
Hi, just realised that on my installation of Opera (Version:90.0.4480.54 / Windows 10) the Zoho fill icon icon that appears on the right in text boxes is not visible. I can still click it as I know where to find it, juts not visible. Anyone else noticed
Anyone having issues confirming Facebook page in the Instagram App?
Not an issue with Zoho Social but been trying to confirm a Facebook page in the Instagram app so I can connect with ZS. For 4 days I've had an error that there's an issue and their working on it - this is when I click CONFIRM in the Instagram app under
Shared materials ( video ) not in recording
Is it normal behaviour that a shared material video played in a webinar isn't visible in the recording.
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