Zoho Books Payments Made Report - Allow for Filtering/Customization on Bills Details
When we run the "Payments Made" report, we can select to have a column that displays the Bill #: However, when we try to filter the same report based on Bill #, that does not exist. There is a disconnect here. Clearly, Zoho Books is keeping track of Bills
EU VAT One Stop Shop Expanding 1st of July. How to prepare?
Hi, EU's VAT One Stop Shop system is expanding significantly on 1st of July. It will not cover only services but also e.g. physical goods sold to consumers within the EU area. More info here: https://ec.europa.eu/taxation_customs/business/vat/modernising-vat-cross-border-ecommerce_en
Permissons for branches
Hi, I am setting up multiple branches, to which i would like to assign different managers and accountants. It is critical that while the accountant and manager can manage the branch financials, such as load expenses, link bank accounts, they should not
Need help with B2C Workflow, Process, Fill out Form, Subform
First time posting in this Community! I've searched through this community and just stuck right now. I run a roofing company and want my reps to be able to submit orders that will automatically populate Material Order, Work Orders, populate Estimates
Data Transfer - Obtaining Contacts and Accounts from another Zoho Account/Admin Owner, Not a User of ours.
Hello! We recently bought the Assets from another company and the agreement included the entire Zoho CRM built by the seller. This include all Accounts, Contacts, Details, etc. How do we obtain that information from his (the seller's) account and then
How do I validate email using web to lead forms in Zoho CRM?
I have been trying to make sure that users have to enter a valid email address when completing a lead form but can't get anything to work. Has anybody implemented this previously? Thanks
Cryptocurrency payment gateway
Hi, is there a roadmap to integrate a Cryptocurrency payment gateway in zoho commerce ?
Zoho Projects vs Custom CRM Module
Hello, We are looking to refine our implementation process and are open to feedback on if we should utilize Zoho projects or build a custom module within the CRM. Our desired end results are to have a system that is not only fully reportable and can assign
Zoho Contracts API Documentation
Greetings! The API documentation of Zoho Contracts is now available. Please access it from the below link. https://www.zoho.com/contracts/api/introduction.html You can post your queries and problems relating to Zoho Contracts API in this developer forum.
Zoho Project Support Does little to nothing
Are other users finding problems with Zoho Support? I'll often email a problem and they'll respond with stock answers like: "As requested we have made necessary changes, Kindly check and get back if there is any issue or query." I have received this exact
Linking Zoho Social (Facebook) to Zoho CRM
We use Zoho Social's Facebook ads, which are linked to Zoho CRM. If the required fields in the prospect layout in Zoho CRM are not included in the Facebook ads form, we get a sync error. Is there a way to sync with Facebook Ads while keeping the fields
How to apply lead assignment rules for the lead submissions from the ZOHO forms
I have a ZOHO form embedded in a web page and it collects and sends its submissions to ZOHO CRM as leads. ZOHO CRM has been configured with a lead assignment rule. The issue is that the lead assignment rule doesn't apply to the leads generated by the
Réinitialisation 2FA ?
Bonjour, Je m'occupe depuis peu d'un extranet pro sous Zoho Connect et plusieurs membres ne peuvent plus accéder car ils ont mis en service le 2FA au démarrage, puis sont resté une longue période sans se connecter, ont entre temps changé d'équipement
Automatically add tax to invoice?
Hi there, I'm trying Zoho Invoice. It seems pretty functional so far. However, when I create an invoice it doesn't automatically include taxes. I've defined one, and I can select it against a task while creating the invoice but that leaves me open to making mistakes and forgetting to add the tax. Which I'm prone to do. So far I haven't seen a way to define default tax for a customer, project, or task. Is there a way? Thanks, Andrew
Invalid Entries Found on Hidden Required Fields
When I submit a new record a warning appears that says "Invalid Entries Found" on a hidden required field. When a required field is hidden an error should not appear. And it hasn't for me in the past. How can I fix this problem?
Engage and support visitors better with all new Zoho SalesIQ V2.0!
By Addressing more than 120+ customer requests, adding 23 new features, 27 feature enhancements, and including 4 custom tools; we are finally ready and thrilled to introduce our new version of Zoho SalesIQ that takes your visitor engagement, sales, support
Merge profiles in this Help Portal (help.zoho.com)
Hello! Is it possible for someone at Zoho who supports this help portal to merge accounts? I have 2-3 accounts that I'd like to merge into one. Thank you!
Other Current Asset Account Included in VAT return
We regularly make purchases (via purchase orders for non-inventory items) that are part of work in progress. Once the sale is complete then these amounts will be moved to cost of sales. So, I need to create an asset account that is included in the VAT
Gradient Coloring for Conditional Formatting
It would be a good addition if for pivot tables (and other types of data tables) you added a conditional formatting option so that you can apply gradient color formatting based on the value being high to low
Australian GST Yearly (Not Available ???)
I've just been told by your support team that Australian GST reporting yearly is not available. Only Monthly / Quarterly Quote: https://www.zoho.com/au/books/help/australia-tax/bas-report.html Reporting Period: You can choose your Reporting Period as
Send email notification when someone fill a Facebook Lead Form
Hello, is there a way to get an email notification when someone fill a Facebook Lead Form? I can see there's an option to send it directly to Zoho CRM. Anyway, I'd like to evaluate the contact before doing it, as some requests come from people who are
Keep Planned Work Hours while increasing duration (start/due date) from GANTT view
Hello, I'm mainly using Projects to manage my personal projects and avoid missing deadlines. I usually run several projects in parallel and I apply this process: I start by creating some task lists containing tasks for each project for each task, I set
Code Highlighting
Hello, We are looking at add Code Highlighting on some pages of our KB that have code in the articles. Is this a functionality that exists already? Would someone be able to guide me to some documentation on this? Thanks!
Status of: 1) Font Size, 2) Font Color, 3) resizing of Images, 4) custom cover for Notebook tiles
Dear ZOHO Notebook team, Today I spent some time going through the ZOHO Notebook forum, searching for the topics that will make great usability strides in the Notebook applications once they appear. What I found is that the above mentioned 4 topics had
Imap password per email
I have a premium mail 10gb and in trying to add for example two different aliases in a email like support@.. And info@... In imap client app like outlook but i cant find where i create aliases and also where i set password
Zoho CRM Unsubscribe link hosted on website - how do we default email address?
We are currently hosting the Zoho CRM unsubscribe link on our website, per the below directions: When a customer clicks on the "Unsubscribe" link from the email, they are taken to the website appropriately with the form displayed. Is there any way that
Can't log in to Android Zoho Mail app
When I open the app, I have options Sign In, Sign in with Google and Sign Up. Clicking on any of them results in infinite waiting
last 90 days vs the 90 days before - widget
Hi, How do I add a widget that shows the sum of sales for example of the previous/last 90 days vs the 90 days before those days. So, last 90 days vs last 91-180 days? Kind Regards, Robin
Add sales person to customer
Hello, I would like to have a feature to add a sales person to a particular customer, whenever an invoice is created by default that particular sales person should be added to that invoice. I am aware that while creating an invoice the sales person can
Relating/Associating Records
Hi There, I am having difficulty relating/associating deals to contacts when i am bulk importing deals. I have imported approximately 10,000 contacts each with a unique number (ClientNo). Email address and First/Last Name are not unique to the record.
Displaying Account Deal info on all Account Contact records using Canvas
We would like to show what DEALS are attached to an account on ALL Contact records for the Account. Can we show this somehow using CRM Canvas tool? I know you can assign a Deal to multiple contacts on the account but we don't want to make our sales team
Daily Report to find leads who have been called but have no open or closed tasks corresponding
Trying every way to figure this one out. I'm hoping to create a report that will tell me any lead that has been called today but has no tasks open or closed with today date. We automatically track calls but want tasks corresponded with each call as
Users can now select the template while signing up for Bigin from within the mobile app
Hello All, In the latest version of the Bigin Android mobile app (v1.4.8) and Bigin iOS mobile app (v.1.4.9), we have brought in support for Template selection and basic information filling feature from within the app. Choose Template: Now users can
my email is blocked
Good afternoon!One of the emails we use (contato@big10.com.br) is blocked. We tried to unlock it, but received a message to contact support. How shall we proceed?
Quarterly Update 2022- Zoho Sprints
The first quarter of Zoho Sprints has been filled with some amazing features and enhancements. Here's a quick rundown. Bug Viewer The Bug Viewer lets you view all the bugs filed across multiple sprints and projects. You can view them in general or based
No puedo desbloquear cuentas de correo
Buenas tardes. No estos pudiendo desbloquear mis cuentas: lucasgiustini@estudiocontablegp.com.ar info@estudiocontablegp.com.ar Se bloquearon por uso sospechoso, lo que sucede es que estaba cambiando al IP de mi computadora probando las funciones de AVASt. Seguí las instrucciones, de soporte. Fui a panes de control / soluciones de problemas / desbloquear cuentas / restaure contraseñas. Y nada... Necesito solución los antes posible. Saludos.
Adding Further days to an existing date
Hi, Im looking at a function that when a blueprint is pressed I want to add a further 30 days to an existing date field, now I know how to add currentdate+30days but that isnt what Im intending to do e.g Date field is 01/05/2022 but once this blueprint
Using API V2 create notes with user mention?
Hi, In API doc for Notes: https://www.zoho.com/crm/help/api/v2/#notes-api I would like to create a Note with a mention to a user ... using UI we text @user and Zoho adds a mention to the user, inclue in feeds, send an email ... perfect Is possible
Move blueprint that uses a widget in the 'During' transition on to 'After' transition and next State
Here's the example of a widget used in a blueprint During transition step as shown in Zoho's documentation at https://help.zoho.com/portal/en/kb/crm/process-management/blueprint/articles/design-a-blueprint#During_Transition For that example picture, how
Task sync for Zoho People and Mail.
Hi, I am using zoho mail as well as people or my team and both the platforms have a module where I can define and delegate tasks to team members. But the problem is both the tasks module are unique in the way they handle things and both are good in their
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