Zoho Inventory - Set status to paid
Hello I have Zoho Inventory setup to import WooCommerce orders. Now all of my orders are already paid in WooCommerce. My current workflow is (it's all automated): - Create a package - Ship package - Set status to closed But I think what is missing is
Ask the Experts - Zoho Inventory #29: 5 hours of live discussion on Client Portal for Zoho Inventory
Hello everyone, We hope you're all doing well and are having an amazing week here. Today we are back with another episode of Ask the Experts - Zoho Inventory, and would like to discuss in detail the latest feature of Zoho Inventory, the client/customer
Products filtering in inventory templates
Dear Zoho Comminity, I have a question regarding possibilities to filter / choose certain product types in templates. A quick clarification / need: We ship regularly products to clients. Currently we're using a packing slip which is based on a sales order
To be able to send candidate to an job in a contact within a diffrent structure
Hello, Right now, it's not possible to send candidates to contact if is not in the same company as the job. It's not good. We need to be able to send candidate to a contact that overview a recruitment even if is not on the same company. One more thing
Grouping data for charting
Hello Guys, I have a dataset which looks something like this: Delivery Date | Courier 01/01/2011 DHL 01/01/2011 DHL 01/01/2011 DPD 01/01/2011 FEDEX ..... I want to draw a pie chart, which gives me a percentage of deliveries carried out by each courier. The problem is that the pie chart only allows for something like 25 datapoints - in a world where we have more than 25 couriers this becomes a problem :-) What I want to achieve is a chart that shows the break down for perhaps the 10 most
Introducing Admin Tools — An Interface for Configuration Management
We are thrilled to introduce to you, Admin Tools, a new feature in Zoho CRM, that is designed to simplify CRM administration, especially when you have a myriad configurations in your account. CRM Administration is a challenging ride that primarily involves
How Can I send email Tempalte by deluge script
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Daily Email with Open Tasks
Good morning, I'm currently trying to set up a scheduled daily reminder for each member of staff to see all open tasks against their name. I've created a Report for Activities > Tasks, however I'm unable to filter this by Task Status (ie only Open Tasks)
No Reliable way to link to Invoices
I cannot find any reliable way to link to a specific invoice in Zoho Books. Yes, Zoho Books has a feature to share a public link to an invoice, but if I want to link to an invoice for another employee who has access, there doesn't seem to be a way. If
Save and continue later?
What's the best practice for working on a Mail Merge based document, not completeing edits in one go round, and then continuing edits later? As an example, we have a writer merge template that pulls CRM data and will ultimately end up in Sign to be sent
Tracking Email Opens?
I have been sending individual emails to leads using Zoho CRM, Is there a way to track if these emails have been opened?
Loading user info to fields from Zoho Desk
We are using Zoho Forms in the HelpDesk via embedding. This is to allow for an improved UI, guided submission process. However, we would like to have contact fields (name, last name, email) automatically loaded for logged in users. Is this possible since
Page number in invoices (PDF)
Hello Zoho, is there any possibility to add page numbers in multi page invoices when generating a PDF file? Generally it would be greate if there were a possibility to add a kind of a "footer" element in the invoice template, which appears on every page in the generated PDF file. Regards, Alfred
Email notifications for Open Tasks
Good morning, I'm currently trying to find out how to best use Zoho Projects for the needs of my business. What I would like ot achieve is a single email being sent to each user on a daily basis, with a list of all open tasks in their name. We have trialled
[API] Create contact with account details when creating a ticket
Dear all, When creating a ticket through API we can set Contact Details, it creates the ticket and the contact (if the latter do not exist). However when I add accountId in the contact section it fails with the following error: { errorCode: 'UNPROCESSABLE_ENTITY',
I don't understand anything of Zoho's API
Hi , I have some things to do but first PSA : I don't know anything about C# I don't know how to use Zoho API I don't understand anything about it (Zoho API) I don't know how to generate token The things I have to do is in C# : Generate token Connect
Use of Combobox in worksheet.
Combo box is very useful for set cell value from some choice. So, please Give some solution.. and thanks for your replay.
Defining a custom range for tasks older than 15 days but less than 45 days.
Hello, I am attempting to create a set of reports that will track a lead as it's tasks age past their initial due date. I would like my reports to look like this: Report 1 = Tasks due date less than 15 days (this one is easy) Report 2 = Tasks due date
Deals - Potentials
Hi all! Somehow our url in "Deals" changed to "Potentials" and Deals don't open anymore. What can we do in order to make it work? Thank you
Where can I find my sent e-mail sent through Zoho Books?
Hi! I can send e-mails via zoho books, but where can i find and consult my sent e-mails throug Zoho books? Thanks! Sandra
Tip # 21 - 2 ways to search for work items
Did you try searching for a particular work item and found it hidden? Here's the Global Search that fetches work items across the projects in your team. You can search for work items in two different ways in Zoho Sprints; either using the simple search or advanced search. The Simple search fetches work items with respect to specific projects. All you need to do is enter the work item name or #ID and select the project. Learn more. The Advanced search fetches work items based on specific criteria
Connecting Deals and Products
Hello. I have connected Deals and Products. But what I am missing is when I choose from Deals the product that I want, for the Deal to take the price of the product automatically, and then follow the whole pipeline. eg In Deal A I select product 1. That
Clickable URL in Form on Apps
Hi all, I tried to build a form that can take in QR codes for the entities in my records. I can pull the information out, but I would like to create a clickable URL link so that it can be redirect to the records I link. I try to make URL link using the
Working with EBay Managed Payments
How can I make sales in Zoho Books to match my Managed Payments entries in eBay? What entry do you make? What accounts are needed? Please a step by step tutorial would be most welcome. One of my first struggles is how to enter the Sales Tax collected
Custom Statuses / Offline / 'Leave' visibility
Since we have started using Zoho Cliq, we feel a lack of features regarding the moment when a User is Out of Office/on Leave etc. Our Users have pointed out that it would be very useful if the Custom Status would be displayed when they are offline. For
Allow renaming of aliases in Queries
We normally need to update a query's alias and having to go through all the graphs and tables that uses that alias and deleting them from there just to rename them is quite a hassle. Hopefully, Zoho creates an update that will allow us to rename without
Running Audit log for active users for more than 60 days
I am the administrator for the company account. Our management has requested a Audit log for all the active users for the last one year. We see that we can only run a report showing audit logs for the last 60 days. How can run the same report for the
Passing rich text through ZML to print using HTML code (SVG)
Hi! I'd like to pass information from a rich text field to HTML code that I have embedded into a snippet on one of my pages. I currently use a single line variable, then pass that information through a custom function that I created to wrap text (cuts
Task Consolidation
Is there any way to get a consolidated view of all task from all of the Zoho Apps? My current work flow is to log into a master list to get an overview of what I have to accomplish for the day. I'd like to be able to do the same thing in Zoho. Thank
How do I sync Zoho Tasks and Zoho Projects?
I have integrated Zoho Projects into the CRM, and I can see its module. I can also add projects in accounts and deals. What I'm trying to figure out is how to see my tasks from Projects on my CRM Home Page. The box that says, "Open Tasks," will only
How to integrate Zoho Analytics with Google Analytics?
I am new to Zoho Analytics. I wanted to set up Zoho Analytics for my site. I wanted to Integrate Zoho Analytics with Google Analytics. Can I do this?
Python SDK V2 OAuth Problem/Question
Hello there, I´m new to python, so I apologize if my questions is dumb. I also searched everywhere but I cannot find a solution or an answer. First of all: I used this documentation for CRM SDK v2: https://www.zoho.com/crm/developer/docs/python-sdk/v2/config.html
Doe mee aan de Zoho Desk Meetup op 12 April in Utrecht
Beste Community leden, Wij nodigen jullie graag uit voor de Fysieke Community Meetup voor Zoho Desk! Op 12 april komen we bij elkaar in Utrecht, samen met Fashioncheque en de Zoho Expert van Mobile XL. Onze experts zullen een live demo presenteren en
Aggregate Formula "CALCULATE"
In zoho analytics is there a similar formula to "CALCULATE" of power BI? I need to sum data from a specific year
What's New in Zoho Books – March 2022
Hello customers, Our primary focus during the last month has been to enhance Zoho Books' automation capabilities and to improve tax functionalities. Read on to catch up with all the updates we've released over the last month. Create Incoming Webhook We've
Agents are seeing notifications from everyone.
In the Notifications in the upper right of the web interface, is there a way to make it so each agent only sees notifications for tickets that pertain to them? Right now whenever an update happens to a ticket it's showing up for everyone in the Not
Email for assignment and remiders for task not showing in Zohodesk
I have not been able to receive Emails for assignment or reminders for task in Zohodesk. I can confirm that I am able to receive them on our email server but I cannot see them in ticketing system. I am able receive all other emails just fine.
Part invoicing from a Sales order
When you create a sales order for 10 items. 8 of them you have stock of, 2 are not in stock. We only want to invoice 8 and 2 can only be invoiced when the new stock arrives. How can this be automated so that the new sales order for the 2 items can be
Using a form for generating a link to a form with filled field alias
Hi, I was wondering if there's a chance having a form where you fill in some "field alias data" to generate a link to a form filling those field aliases. Let's say you have a prename (p) and name (n). The form allows to send this with ...LINKTOFORM?p=...&n=...
How to grant other Roles (other than admin) the right to regenerate a pivot report ?
Is there a way to grant other Roles (other than admin) the right to regenerate a pivot report? Maybe I am completely missing this in the Roles/Permissions back end.
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