Add project name in ZOHO Books invoice
I really like the custom template feature you offer in ZOHO Books. One question: How do I add the name of the project just under the word "Invoice" at the top of invoices. I have tried adding %ItemName% to the table that has Invoice Date and Invoice #, but it comes out blank. Yet it works for the email subject line. Please tell me what placeholder to use in this situation. Thank you very much.
Change currency type of currency textbox dynamically
Hello group I have a dropdown box on a form populated with country names from another form. When the user selects a country, I would like to change the currency type of a another currency textbox to show the corresponding currency type associated with the country. Is this possible? Appreciate if you could you give me an example of how to do this! Regards Martin
Controlling the order of events in a blueprint
I have a blueprint that send an email (from a template in zoho desk) to the user. The template uses the value from a custom field that is set during save via a workflow rule, also in the blueprint (both are in the "After" section of the transition)
sender get message address not found aspmx.l.google, but the reciver got the email
before i move to zoho i target it to google, and now im fully move to zoho mail and target the mx record to zoho but after i move it to zoho when i sent mail from xxx@gmail.com / anything to aaa@companydomain.co.id outside to the mail that registered
Zoho Inventory to Zoho CRM - Option to either link by SKU or Product Name
We have multiple Shopify sites we want to link to inventory, but the product names we have on the sites are different although the SKU is the same. We need to be able to link by SKU not product name into the CRM for our CS agents to see product inventory
Command to open ticket counts?
Hi! I'm new to this but I'm wondering of there's a way to get just the count of tickets by certain status (in my case, I just want the count of open tickets... The command I'm currently using is: curl -X GET https://desk.zoho.com/api/v1/ticketsCountByFieldValues?field=status
Change subform name on Creator export report
Hi. Is it possible to change the name of the subform tab? Ex. standard ZC_SUBFORM_90_Report to ZC_SUBFORM_Hotels_Report.
Upcoming Updates - March-April, 2021
Hi all, We will be rolling out the following feature updates: Improving import data in the live application Enhancing print and export settings Providing file preview support to text files in reports Upgrading to v2 of Microsoft Power BI Providing Bulk
Expense/Trips Question
I am the system administrator for Zoho, and I need to be able to add Trip requests for our CEO and CFO. They like many other CEOs just don't document things well, or at all in Zoho. Is this a possibility? We like using Trips for our field staff, but not
Recuperating a Deleted Journey
Hey Zoho! I need help restoring a delete journey. Could you help me with this? If not at least send me the results and reporting. It's name goes as something like email blasts 04212022
Tip #2.1 Auto-updating shipment charges from multiple shipment records to sales orders in Zoho Inventory
Hello, Hope you are doing good today. Last week we saw how we could convert our online sales orders into invoices automatically. This week, we will see how we can automate the process of adding up shipment charges from across multiple shipment orders and add the total shipment cost to a sales order or an invoice using custom functions. To make it easy on the reader, we have split this post into two parts. Part 1, or in other words this post will tell you how to apply this custom function to sales
Bi-Directional sync across two or more Zoho subscriptions
I am working toward the Glorious State of having a single-source-of-truth for my calendar management. My client uses a Zoho One subscription. I use a Zoho One subscription. I use Bookings in this subscription. In each account, I subscribe to the calendar
Is there a way to force a write commit?
I have Deluge code, triggered by a workflow, that creates a Workdrive folder structure. There are times when the workflow must be getting triggered in quick succession, because two folders get created. My code properly checks for the existence of the
Add the ability to Export a PDF and CSV from Milestones
It would be awesome to be able to export this page as a PDF: Additionally being able to export this exact view as a CSV would be an added bonus!
Auto-populate contact mailing address to a custom module
I have created a custom module for Sample Orders. When I select a Contact within the custom module, I'd like to auto-populate the Contact's mailing address into my address fields, including street address, street address 2, city, state, zip, country.
Project API Get Task Comment Email Address
Is there an API that would allow us to retrieve a task's comment email address? We would like to be able to retrieve the task email addresses in bulk so we can have them handy when creating emails that we want to also document as a comment in a task.
Error al enviar correo
Me es imposible enviar correos ; no me abre la opcion Como puedo solucionar?
Zoho CommandCenter Early Access is here!
Welcome to the exclusive Zoho CommandCenter Early Access group! Hello Community! Thank you all for joining Zoho CommandCenter's Early Access program. Happy to welcome you all to this exclusive private group, a closed network of a few of our active,
Tip #27: Keeping your notes private in Writer documents
Hello, While creating a document, you would have often felt the need to add notes that you wished should be visible only to you. For example, you would have wanted to add a note to add more details to a section, to quote the source of a data, to verify
Deleting Record with ExternalID Dosent delete internally
I deleted the record containing ExternalID But when I add the record again with same external ID it gives error Response {"data":[{"code":"DUPLICATE_DATA","details":{"api_name":"Code","id":"4342876000009687028"},"message":"duplicate data","status":"error"}]}
Does API Insert ignore fields not on the layout?
I'm inserting a Contact using the API. I'm specifying the Layout on the new Contact. I have a custom field called "Expiration_Date" that is not on the specified Layout (but it is on other layouts). After I insert the Contact, the "Expiration_Date"
Zoho Inventory - Les premiers pas de la configuration
Le contrôle des stocks permet une visibilité de tous les produits qu'une entreprise possède à un moment donné. Le contrôle des stocks comprend la gestion des nouveaux stocks et ceux vendus. Lorsqu'une entreprise a une vue d'ensemble plus détaillée, elle
Billing
Is there anyone to contact for merchant billing questions?
How to handle big attachments in Zoho Desk
Hi, in our daily business it can be, that we have to deal with files bigger than 20 MB. Is there a easy way to implement Zoho Workdrive or OneDrive in Zoho Desk and give the end customer without big effort the possibility to upload their files. E.g. if
Instagram Business Posting Error
Hello! We have been receiving the following error message when posting to Instagram on Zoho Social for the past two days (and on and off for the past week). We have successfully posted on Facebook and Twitter. Instagram Business Profile: Uh oh! This
codeigniter application with smtp
$config = array( 'smtp_host' =>'smtp.zeptomail.com', 'smtp_port' =>587, 'smtp_user' =>'user, 'smtp_pass' =>'password', 'protocol' => 'mail', 'mailtype' => 'html', 'charset' => 'iso-8859-1',
Using a date as a dropdown
Hi I've got a dataset with expected completion dates, I've made a formula to extract the Month and year from this and now would like to convert this into a drop down list so I can group my dataset on Kanban view. Any ideas on how to do this?
List View - Mass Action Menu Buttons Gone from All Views
All of our List View - Mass Action Menu buttons are gone from all views and won't show up no matter what permission are set. This correlated directly with when we started using the new canvas views. But even when we switch back to standard views the buttons
Knowledge Base Document Storage in Zoho One ?
Question for experienced Zoho One users. We have technical information associated with individual products, we need to make available across the organization. The information is in the form of drawings, data sheets, FAQs, articles we have written, etc...
Send email via Deluge
Hello everyone! I'm struggling with deluge in Zoho Desk. I'm trying to send an email using sendmail function, but I'm getting this response: Line 77 refers to "From:" sendmail [ from: "suporten2@ideris.zohodesk.com" to: emailseller subject: 'Seu ticket
Scheduling an interview for a candidate within a blueprint
Hello. How can I schedule an interview for a candidate within a blueprint? Or a candidate which is involved within a blueprint?
Round Robin Lead Assignment
Hi, I'm looking to use the round robin assignment feature, and I'd like to use the bit where it allocates to online only employees. My question is, if none of my users are online, what happens?
Announcing "Business Hours" and "Calendar Booking" - Zoho Recruit
Dear customers, It is indeed challenging at these difficult times to communicate with teams whose families and themselves are affected by the current covid-19 crisis in India. However, the notion to help our customers with all the best ways possible has
Connecting Linkedin Recruiter to Zoho
Are there plans for the ATS connection between Linkedin Recruiter and Zoho recruit (candidates)? https://business.linkedin.com/talent-solutions/linkedin-ats-integrations#all
Healthcare enrollment platforms that are integrated with zoho
Our organization sells health insurance. We use a couple different enrollment platforms for the bulk of our clients. One of those enrollment platforms is Messer. The other is Health Sherpa. The issue is that once we enter a ton of data into those enrollment
Add script to Wordpress
Hello, I am integrating Zoho CRM with Google Ads and I have to add the code <script type="text/javascript" src='https://crm.zoho.eu/crm/javascript/zcga.js'> </script> in the pages but I use Wordprees. How do I add it? thanks
Zoho Form or Survey when Deal Stage updated.
Has anyone automated a Zoho Form or Zoho Survey to be sent when a Deal is changed to a certain stage?
Duplicating pivot tables
I've been doing loads of pivot tables recently and have noticed a quirk that might need to be fixed. If you try to duplicate a table with special characters in the title () - & it doesn't duplicate. The main one that causes the problem is & but sometimes
Lead Conversion Mapping - Matching Field Length Error
I'm trying to map new fields in Leads to Potentials and Contacts. I'm getting an error message that says, "Parent field No of Employees of length 9 should be less than or equal to Potential's field No. Employees of length 5." When I go into Potentials
No Reporting for SLA Violation tickets based on SLA Violation date & time
We've struggled significantly with this over the last week so I wanted to share in the hopes of saving others the same aggravations. Maybe Zoho might even see to fixing this or someone might come up with a brilliant solution! We use various SLAs to specify required response and resolution times for Tickets. The total number of tickets that have violated SLAs in a specified time period can be viewed in the Zoho Desk provided (thus unedittable) SLA Dashboard in the Report module of Zoho Desk. Of note,
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