Commerce Site and Products UNIQUE from Existing Books/Finance Products
I have ZOHO one and use CRM integration to Finance/Books to generate quotes from our product table. Working on Inventory integration (not 100%), but also wanted to create an online store mainly for existing customers to order pack and ship consumable
What's New in Zoho Inventory - April 2022
Hello customers! This month, we're glad to announce a bunch of major enhancements to Zoho Inventory. Let's take a look at what's new in April: Introducing the Client Portal The Client Portal is a self-service portal for your customers to view and
Create a task containing the list of all contacts related to a Deal for whom a specific field = false
Hello, in our sale process we have the following steps: a Lead arrives in the CRM. Sales rep call the lead. Then, if the lead is in target, he clicks on a "Request credentials" transition of the blueprint the lead is converted into a Deal, an Account
Consent portal for multibrands
Hello, we manage 2 brands using a single Zoho CRM organization. Is there a way to customize the GDPR compliance Consent Portal to show 2 different Privacy Policy depending on the brand? Thank you
Search bar Hidden in Zoho Books inside Zoho One
Searching in Zoho Books is a pain. It already takes several clicks to search. You have to select what you are searching. This was an livable inconvenience after switching from Xero, they just know how to search. In order to do a general search (more
Zoho Desk Portal - Hide Tickets
Hi, In the process of setting up and the planned commissioning of the customer portal, we are faced with the following problems and challenges. How can a ticket be protected from access by the customer via the portal? In general, the client should see
Inability to download all data in separate pdf forms
How can I download the entries in pdf format so that each entry is in a separate file without having to select each entry individually?
Web chart - change fill colour?
Hi I have a web chart which is perfect for what I want to show but I can't see any way to change the colour of the fill from default blue. Am I missing something?
Building Extensions #14: Creating widgets with the JS SDK bundle in Zoho Desk - Hooks API
This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace. Hello developers! In our previous post, we explained the use of the resources API and provided an example of
BI & Analytics in Zoho Creator 6.0
An online database called Zoho Creator was first proposed 15 years ago. Its most recent version, Zoho Creator Platform, Zoho Creator 6.0, released on March 3, 2022, seeks to allow everyone to develop application solutions on a unified platform swiftly.
Copying one field to another?
Hey all, I'm just on a trial with Zoho Desk and want to copy the data from a custom field I created called "Scheduled Date" into a standard Zoho field called 'Due Date'. Does anybody know if this is possible?
Cumulative stacked bar grouped by status
Hello, I did that chart: Its almost what I want, but when I try yo color by status, I got that: So, I'm having trouble to group my status and get a cumulative stackedbar, like that: Any idea how to manage that? Thanks in advance!
Alternative to Decomposition Tree in Zoho Analytics
Does Zoho Analytics provide a view/chart that has the ability to drill down across multiple dimensions at once, similar to Power BI's Decomposition Tree? Any suggestions/tips would be appreciated. Thanks!
Make a field (including its values) available in another module
Hello, is it possible to make an already existing field from a specific module available in another module? Here's an example: I have a multipick list field in my Lead module - Standard Layout (i.e.: Favourite Football Team) I'd like to add the same field,
Placeholder for Item
Hi Could someone please advise what the placeholder is for Item on email templates. Thanks!
Can you create an Event based on the dates of a Deal?
I would like to automatically add an Event to the Zoho CRM calendar (or Google Calendar) when a new Deal is created. We have added a Start Date and End Date to each Deal, and those would be the parameters used to add an Event to the calendar ideally.
Instant Actions on Workflow create a Scheduled Call Activity
Hi, I am able to create a task based on an instant action, but unable to do this to schedule a call in the next 5 days, any ideas of how I can implement this please? _ I am using the Potentials module
Domain already exist problem
Hello bros and sis I have created a Zoho main account using google Then I successfully connected to a domain called "sclf.org.hk" Under this main account, I have created a domain email address I go to the control panel in this domain email address, and
Check In/Check Out - Workdrive says I can't save because I have it checked out!
Hello, I have just encouraged my team to start using Workdrive instead of an in-house network server. We have a lot of documents which are updated by multiple people so I thought the Check in/Check out functionality would be perfect to stop the overlap
Tip of the week #22: Sync Zoho App Calendars with Zoho Calendar.
Zoho Calendar allows you to sync calendars from other Zoho applications and manage them all from a single calendar interface. This gives you an unified platform where you can access calendars from other Zoho apps, edit and manage events on those calendars,
create merge field for Candidate id
I just noticed that when you build a custom link, there's two candidate id fields that can be inserted. The lowercase version is the number from the URL and is SUPER useful. Please, please make it possible to insert that number into email templates! Or
Accounts to all associated Contacts
Hi, Im looking at updating some fields I have within both the accounts and contacts module, so that whenever an account is editted it will update all the associated contacts for that account. I've tried to see if I can do this via a workflow and dont
Popups for Commerce site
Is it possible to create a website popup within Commerce? I'm thinking - currently - of a notice about Covid-19 arrangements, and would like a 'click to close' banner that would be shown to visitors. Ideally it would be superimposed over the normal
How to delegate a mailbox access rights in zohomail
Hi, From long time i am looking for thing function . In zoho mail Is there any option to delegate a mailbox access of one user to another user within the same organization. For example we have a employee who left the organization few days back so now
Create a segments on Campaigns with all users where last e-commerce access date is less than today minus N days
Hello, we use a custom field in our CRM called "E-commerce last access" which records the date of contact last access to our e-commerce. Is it possible to create a Segment in Zoho Campaigns containing all users where last access date is minor than today
How to calculate the running average over the last x days?
Hello, I have a spreadsheet with a header row and two columns - date (A:A) and measurement (B:B), see example below. The rows are sorted by date but not always sequential - on some dates there is no measure and hence no corresponding row. I use the formula
Last Opened Date
Hi, within campaigns, I am looking at being able to capture the "last opened time" within the CRM based on emails that are sent which will allow me to pull off a report based on that field - e.g contacts that havent opened an email in the last 3 months
Dates on reports does not match Facebook/Instagram insights
I noticed the dates on the Zoho reports are one day off from the Facebook insights. Does anyone know why this is and why this would be happening? The Zoho reports are one day ahead of the FB reports. For example the data for 8/12 on Zoho will match the
WHERE IS THE LINK TO COMPOSE AN EMAIL??
ASTONISHED I CANNOT FIND THIS SO I CAN COMPOSE AND SEND AN EMAIL.
CRM Picklist export
Is there anyway to export a pick list? 1. Sometimes we use this data for surveys and need to be able to get it out and use it elsewhere, instead of having to manually output 2. We edit our pick lists from time to time and it would be good to be able to export then re-import
Recycling Leads After Initial Blueprint is completed
Hello, I need help implementing a process for recycling leads after a set # days. In our current setup, we use a "New Lead" blueprint for sales seps to follow up and work leads that enter our CRM in a consistent manner. Once they reach the end of the
Milestone gantt chart chronology
The milestone Gantt view does not reflect in chronological order by default. Milestones need to be manually reordered. The chronology Gantt view doesn't help as it leaves out the milestones and task lists. Please add an option for the milestone view to
Zoho Desk Slow and Unresponsive
We have been using Zoho Desk as our ticketing system since 2018, mostly on Windows OSs using browsers like Chrome, Opera and Edge. In the past couple of months we have been experiencing performance issues where the UI freezes every time we need to access
ZOHO Book Access+Refresh Token
Hi, I have written PHP code to generate oAuth token for zohobook (india region) for offline access and this process working perfectly fine. Whenever I try to create refresh token and access token, it is always giving me access token only, and there is
Automatically assign lead to task owner
Hello, I have a Form on Zoho Forms which is integrated with the Lead Module on Zoho CRM. I'd like to automatically assign the lead to the Task Owner. How can I do that? Thank you
Drive-up sales by managing your contacts right inside SalesIQ
Zoho SalesIQ now lets you segment your contacts from your visitors and store them in the contacts module. This eliminates the need for external customer data management tools and makes SalesIQ a complete stand-alone app that can identify and store the
Introducing Data Fields in Zoho Show
Data fields allow users to enter values and display variable data. They are presentation-specific, constant variables that can be used across a given presentation. With the Show app, you can define both String and Numeric data. Say you are pitching a
Client user cannot see milestones or tasks
I have created a project and a client user but the client user cannot see any of the details of the project. They can see the name of the project but it says that there are no milestones or tasks. Also, I would like to make it so they can view only and not add anything.
Zoho Books Invoicing
By default Zoho Invoicing two fields are used in calculation ( Quantity x Rate ) ie A x B = C. But i would like to add one more Custom Field, ie ( Quantity x Rate x Persons ), How this is possible
My Account page doesn't render
When I click on the My Account link from my profile picture, nothing is rendering on the page. I've tried with multiple computers (both Windows 11), multiple browsers (Edge, Firefox). I've disabled adblockers and done a hard refresh. blank account page
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