Vendor credit
can someone explain to me the transactions that take place after a vendor credit is created? I don't understand why sometimes the purchase account is affected and others the inventory account is affected even tho both items have inventory track enab
Need help sending images to Zoho CRM sent from Typeform using Zapier
Hi everyone. I have been struggling to integrate images submitted by users who complete a Typeform via Zapier. Right now Zapier is sending all text-based responses completed on Typeform to Zoho CRM, however, it does not send or recognise the images uploaded
Tips and Tricks #03: Create flowcharts quickly using continuous draw mode
Hi everyone! We're back with another exciting tip for Zoho Show! In our previous post, we learned how to Create a stunning sales chart in a minute . Today, let's look at how to create flowcharts with Continuous Draw Mode. Flowcharts are helpful when
Is it possible to join Users and Accounts using Query API
Is it possible to join Users and Accounts using query API For example: { "select_query":"select Users.first_name, Users.last_name, Accounts.Email from Accounts where id is not null" }
Invoice Template
Why is it not possible to use custom invoice templates? The current templates are not adjustable to our needs, even the most simple invoicing solution lets you create your own templates.
OTP recovery address
When I use the "login using OTP" feature I receive a temporary code at the same address used for signing in. Therefore, the recovery email of my account is the same as the email address used for signing in. Is there a way to disable this feature or possibly
Zoho Mail Bookmark Import/Export Problem
Hi, There is a problem/bug with Zoho mail Bookmarks. I have created bookmarks in Zoho Mail App where I am able to add Web URL, Title and Description. But when I export these bookmarks I don't see Description in exported file. Also when I am trying to
Customer Portal Can access Company Canvas
A very very very major issue with the customer portal, please do not use / I created 2 canvases, one canvas for the customer portal and my regular canvas that I use myself / well the big big big big big issue is that I found that my customers also have
How to Extract all Attachments from Outlook?
Check out Xtraxtor tool for Windows. This software is specially designed to extract attachments from Outlook. The tool will automatically detect Outlook data file from its software interface. You can have preview of your emails and choose the email files or folders to extract attachments. Xtraxtor is powerful enough to extract Outlook attachments in no time. In addition, you can extract Outlook Phone Numbers, Calendar data and emails using the same wizard. Key Highlights of Outlook Attachment Extractor
How Zoho will help me manage my business
hi.. we are imported chocolates and snacks seller in India. our website is https://www.chocoliz.com/ please explain us which of your product will be helpful to us to manage our business. please contact us as soon as possibe. Thanks & Regards, Chocol
Client expenses - reimbursement - accounting
Hello, I do few expenses on behalf of client which I mark "Billable" and add some "markup". I maintain a separate account as "Billable Expenses" to track these client expenses. With current setup all these expenses appear in invoices and gets credited
Zoho Books - Account Transaction API & Excel Query
I have been trying to export the account transaction from Zoho Books for some time. I was able to get the data based on Postman by following the API Docs by Zoho. My requirement is to import the Account Transaction Report from Zoho Books to Excel using
Look up country code
Hi, I'm using a pick list in Accounts for countries. In our enterprise software we use a 2 digit country code. I'd like to be able to pull up the country code automatically - it's easy in excel, access etc, the only way I can think of doing it in Zoho
I want to add a line feed code to the message returned by the button.
I would like to put a line feed code in the message displayed after pressing a button in CRM. If I put a line feed code, it will be replaced by a space. How can I get the message returned from the button to break lines?
Bar graph with PieChart
I was reading a Zoho Analytics release from the following link https://www.zoho.com/blog/analytics/powerful-end-to-end-marketing-analytics-with-zohos-modern-bi-analytics-platform.html The Image below came from the Zoho Analytics Marketing release and
Related List Duplications
Hi there, When I assign a product to an account and vice versa, in their respective modules, it creates a duplicate related list. Any ideas on how I can fix that? As well as, the pre-set related lists show no records found and render it unable to find
Zoho Inventory // Lineitems from sales order
Hi There, Hope I haven't missed something obvious (as a newbie). When a sales order is created, I am trying to loop through the line_items and then trigger a fetch product to search for item (based off the line_item_id) and see if it is a composite
Run custom function prior to using email template
Hello, I have a custom function that queries a related list and populates a field called "Assets" in the Contact, e.g., gathers the serial numbers of the owned Assets by the Contact and populates a field called "Owned Assets" which is a string. I also
Not enough permissions to add attachment to Invoice
Hey, I have been trying to automate some attachment processing and hit an unexpected permissions issue. My goal is to automate the upload of some files as attachments of Invoices. My steps were the following: Created a new self-client through the Developer
Third Party App Connectivity
Hallo i am new to zoho crm and i am interesting to "connect" it to another app that i have.What i really want to do is to bring a field value (custom field ) that i added to the users tab ,and get the value of it for each user.In other words i want to
What does the option "All bills associated with the project" mean/do when adding a project to an invoice?
What does the option "All bills associated with the project" mean/do when adding a project to an invoice? I wasn't able to find any documentation on this option.
Handle group of companies in Zoho Books
I would like to learn how we can handle a group of companies in Zoho Books. For example, we may have a case where we invoice a company but the client decides to pay from another company belonging to the same group and vice versa. Is this possible?
null vs ""
I was checking for null and the logic failed. I then checked for "" (the empty string) and it worked. So what is the difference between null and the empty string?
How to check for an empty field
I want to set a custom filter to search for records where a certain field is not empty. Effectively, "Field does not contain [blank]" Can someone tell me the syntax for empty or blank please?
Reports - Criteria with is null not working
I have a form with an approval date field (Type Date) and an approved by field (Type text) which is populated using a stateless approval form through a custom action. To create a pending for approval report that lists only the records where approval date is null, I have created a report and set the criteria where approval date is null. The report shows no records even though records exist. Alternately I tried using the approved by field and set the criteria to where approved_by = "" (the option
Conditionally mandatory field??
Hi, Ive seen similar threads on this but none of the examples shown have worked for me. Say I have text fields “Name” and “Description”; and a drop down called “Status” that has 2 choices: “Save” and “Ready”. My Name field is always Mandatory, that’s
API for Books Report and Zoho Deluge Lines of Execution limit
Hi , I have two questions 1. We need to pull the data from Reports created in Zoho Books using API similar to Zoho Analytics? I dont find anything in the API documentation, can you please share a link if it is available or any other suggestions without
Is it possible to match credit note with specific invoice in zoho books?
Is it possible to match credit note with specific invoice in zoho books? I want the number of the invoice to be shown on the credit note template.
Trigger a workflow when Quote is converted to Sales Order
I have a Quote and I click the "Convert" button to create a sales order. This is great, but a few things are left behind to be cleaned up: 1. The Quote is still open even though it has been converted 2. The Deal that the Quote is part of is still open
CREDIT NOTES NOT APPLYING TO PROJECTS
Hello, I am having issues with credit notes not applying back to projects. If I apply a credit note to an invoice that was sent to a customer it does not show in the category under that particular project. I have applied the credit and it just shows the
how do I unlock my email account?
how do I unlock my email account? I'm not getting email as well as when trying to send the email the following message appears ... Não foi possível enviar a mensagem;Razão:554 5.1.8 Email Outgoing Blocked. Learn more.
Is there a way to use Python as a middle layer between the database and Zoho Analytics?
So my company has been using Zoho for everything now for a while. We have a database connected to Zoho Analytics and I always use the query editor to write sql to join tables, do aggregations, or any necessary steps to prepare the data for analysis and
Community Digest: Samenvatting van Augustus 2022
Beste Community leden, De maand Augustus is alweer voorbij en dat betekent dat het tijd is om terug te kijken op wat er in afgelopen maand is gebeurd binnen de Zoho Dutch Community. In Augustus hebben we weer verschillende Tips & Tricks mogen delen.
Integrated Payroll for UK
Hello, Is there any integrated payroll system for Zoho for the UK yet?
How to view TeamInbox email in CRM Deal?
TeamInbox has option for Lead & Contact but not Deal. Is there a workaround?
Query API . Expose all fields that that require a join for lookup
From Query API documentation it seems that there is a limitation according to which we can only use only two relation join in the select query column. https://www.zoho.com/crm/developer/docs/api/v3/COQL-Limitations.html However I wanted to know if there
Not able to access multiple apps
I am unable to add following applications: Books, Expense, Payroll 1) When I tried to add the application "Expense", the following error occurred: "ZohoOneException: UNKNOWN_ERROR: The organization you are trying to join is deleted. Please contact support@zohoexpense.com for
Updates not deployed for trial users
I am testing out my Vertical App with my production instance. I made some changes and proceeded to perform an upgrade. I received an error that user account exceeded the allowed amount of custom fields. I can only assume this is because they (me)
Import error
Hi, How to resolve these errors . I have exported from same report and now i was making import - then i am getting error Regards, Sidhant A.
Zoho Analytics | Quarterly Newsletter | Q3 2022
Hello Everyone! We hope all of you are safe and well! Zoho Analytics - Q3 Quarterly Newsletter is out! Check out the newsletter (attachment) to know all about our new features, recognitions, webinars, blogs, and many more exciting things. Do let us know
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