Help to accounting in Zoho Books
For months I have been struggling with ho to enter invoices as required by the tax office. I receive an amount for a purchase from a portal (multiple). I will call this X. I then have to invoice part of this amount to our customer (Y) (who is not the
Edit, Onload workflow to Clear Field
Hello, I'm trying to figure out how to add this to a work flow. I want to be able to clear a multi line field on load of the record when it is edited. I want to require this so that the user has to input new details/comments on why the record is being
customize
I added a "weight" in Custom Fields for Items and I would like to change the calculation of the Amount in the invoice For example; product A has 10kg and product A has 10$ per kg so the amount is 1 item x 10$ x 10kg = 100$ Can I custom like this
Running total skipping blank days
Hello, I have a graph in analytics where I have a goal field for how many sales I want to make each day. The problem is when there are no sales made on a day it is left blank and the running total field that is adding the goal values together each day
Spotlight #12: Manage Members
An organization is nothing without its people, which is why managing resources for your employees is key to running a stable work environment. With the power of WorkDrive’s admin console, you can easily adjust your members’ permissions in response to
Report of the Week - What-If Analysis (Influence of Discount over Sales)
When an archer is aiming to hit the bullseye (or a sniper, her target), she has to consider external factors like gravity, wind direction and wind speed. Similarly, when running your business, you will have to ask various questions. Have you aligned yourself
crm desk integration - tickets associated to accounts
when crm desk integration is enabled, the tickets are displayed in crm under accounts and contacts. What parameter is used to associate tickets with accounts contacts? Is it email of the contact in the ticket in Desk? if yes, can it be changed?
Duplicate Values
Hi, I am trying to update our internal contact's email address as we recently changed our emial domain from thinklogicmarketing.com to thinklogicmediagroup.com. Some of the leads I am trying to update are prompting that there is a duplicate value. Though
Sales Leadership Webinar: Handling customer experience challenges for a new workforce
Over the past several months, the pandemic has changed the way we do business forcing companies to rethink how they manage employees and how they engage with and service customers. Many organizations define and document the customer and buyer journeys to identify and understand pain points better and create a smoother customer experience. Join us for the latest in our Sales Leadership webinar series where guest speaker Reza Kamran, Senior Director, Product Marketing at Intermedia discusses how companies
Auto Create Meeting based on Date/Time Field and follow record change.
We have a set of information that we would need a meeting created off of. This is a screenshot of the data types that our zaps pull in. This would be specifically for the lead module. The important meeting title would be named something like (meeting
currency symbol position
Hi, how can I change currency symbol position? currently it shows as kn1.000,00 but I need 1.000,00 kn as is croatian standard Goran
Exclude max values for column
Hi, I want to find a list of who needs their software upgraded. So basically I want to find the 'installed version' and exclude everyone who has the latest version. This seems to have the best clue, but I can't get it to work- https://stackoverflow
Google fonts
Hello, I would like to know how to embed thse google fonts. When I do it in my normal way it gets "stripped" when I send a test mail. https://fonts.google.com/specimen/Sanchez https://fonts.google.com/specimen/Roboto+Condensed Thank you Hans
I can connect to the Unattended machine but the keyboard won't type.
Hi. I had been using Assist for the past week and it has been inconsistent for me. After a whole 4 days of no problems, now I can connect to the workstation (Centos 7) but the keyboard won't type anything in the remote box. The mouse responds flawlessly,
Zoho webinar recordings
I often see the advertisements for the Zoho Webinars while using our programs, and they all look really good. Unfortunately in my time zone, these webinars take place at 3am. Are these recorded and uploaded anywhere to watch at a later time?
How often does Zoho CRM mobile app sync with the desktop site?
How often is the Zoho CRM mobile app updated and synced to the desktop site? Is there a way to force a sync to the desktop site instead of waiting around for it to automatically sync? I found some information in another post below but it doesn't answer
Resource Utilization Report access requirements
Reviewing user profiles it appears that the Resource Utilization report should be accessible to our Employee profiles. The Global Reports setting is enabled, and module permission on tasks is set to All. Yet our staff with the Employee profile are not
Automate your custom functions using Schedules
Custom functions are a useful tool when you want to simplify complex business processes that take time to execute. Schedules in Zoho Desk can help you automate these custom functions. You can choose to execute schedules at a particular time, or on a recurring basis. For example, using schedules, you can create a new ticket or task on a recurring basis or send agents reminders about a weekly meeting. For support team leads or managers, Schedules can help you streamline operations in a variety of
Ringcentral and Zoho - Calls logged multiple times
Hello, We're in the process of migrating to Zoho and have migrated over to Ringcentral as part of that process. We require some assistance regarding the setup and call logging for a multi user office environment. What we tried: We first tried setting up Ringcentral with a Call Queue. The main number would call the other extensions in the queue What the problem is: 1. The problem with this configuration is the Zoho logs the incoming call as a call to each extension. Since only 1 person answers the
Do Not Disturb in Cliq
One of the best feature of slack is the DND . Do not disturb. you can set DND for 30 minutes and when a user send you something he gets a message that you are in DND mode and if something urgent can bypass the DND and send you the message. I think that it is a very good feature for cliq
Cannot use message buttons in Cliq 1.5.1
Hello, After the last upgrade to version 1.5.1 I cannot use message actions like 'thumbs up' or 'reply' or 'thread' or 'more' (three dots). They do appear, but when I click on a button, the bar disappears and no action happens. Using Linux version packaged
admin can see other user's chat hitory
My IT Department focus on keeping our startup team obeying on our company policy. Recently, My other staff reported that 2 of my staffs misuse the chat history. Selling stuffs which is unrelated on their work. saying bad words or backstabbing to co officemate. Since, we cannot check the chat history. We had difficulties on finding the solution on this case.
Associated Job Openings is NOT _____________
It would be very helpful if you guys added a feature to allow us to filter out people that are associated with a certain job. Right now, you have "Associated Job Openings Is ____" and "Associated Job Openings Is Not Associate", but I would like to have
caant recive the Emil
Hello Everyone I'm the employ of Sagae Steel Corporation and dont recive themail whenever i creat an account sp please give me suggestion
Auto Number fields broken?
Trying to add Auto-Number fields in multiple accounts across .com and .eu domains.
Getting extra information from candidates which i can also implement in formatted CV's
Hi all, i want to send a Assessment/questionair to mine Candidates which they have to fill in (and prefferably i can adjust a few things after they filled it in). Those Assesments/questionairs also need to go to my Clients and i would like to intergrate
Need to look up the "Account Manager" when scheduling an invite, so both the Account Manager and the Candidate's Owner get an invite.
Hi. I need to be able to look up the "Account Manager" of the client when scheduling an interview between a candidate and my client. This is because both the Candidate Owner AND the Account Manager need a calendar invite when the candidate is interviewing.
Can't use $ as dollar sign before amount since Zoho Flow thinks I'm pulling from value
Hi Zoho Desk, For my GMAIL Send Email Action. In the body, I want to pull the amount (number) from the trigger record, but I want to preface it with the "$" sign. So I specify in the Body of that Send Email action: Payout Amount: $${trigger.Total_zf_Amount_zf_ACTUALLY_zf_PAID_customFields} Notice that because of the dollar amount, there are now 2 $ next to each other. This is causing problems. When the email gets sent, all the other values get pulled in but for this part in the email it says: Payout
How can I search all projects anything with a specific tag?
I'd like to be able to give to team members a single link that shows them all tasks that are tagged with a particular tag. How can I search across all projects for a particular tag please?
Best source for learning Creator
Can anyone share a source that is a good resource for learning all things Creator? I've been learning on my own as I build and expand our companies application. Every time I need to figure something out, finding solutions can be quite the task. Often
Possible to open new form and populate fields with a report action??
I have a custom report action that sets the status of a record to "Approved". Is it possible to add the following functionality to this action: - Open a new window with another form (I actually know this part can be done with OpenURL) - Populate
Request Control
Is there the possibility to include the function of taking control of the host machine in future updates of Zoho Meetings? It is a very useful feature and most other tools for presentations / meetings include this functionality.
Are there any API in Zoho Expenses to extract report and/or expenses approved?
My company is using a specific software to prepare files to be sent to the bank to pay to employees the travel expenses they have to develop the projects, when they travel to the customers sure. Are there any API (like Zoho Projects has to extract timesheet)
Error en API de facturas de proveedor de Zoho Books
Hola buen día, Estamos intentando hacer una integración entre un portal de proveedores interno que tenemos en la empresa y las facturas de proveedor de Zoho Books, para lo cual hemos encontrado un inconveniente: En el caso de que una orden de compra
Repeat Data Rows based on Start and End Date
I want to create a capacity heat map in ZOHO. The first step was to develop this query (below) to determine the "Capacity Start Date" , "Hours p/Day Remaining", and "Scheduled End Date." Now that I have all that, I want to create a new query that will
Zoho Contracts
Is there the option to choose more than 1 clause at a time? At the moment there is a default clause and you can only have one selected at a time.
Zoho Invoice: A complete tutorial
Hi everyone, Having an invoicing tool that takes care of your estimates, invoices, expenses, payments, and more can really simplify the life of a freelancer or a small business owner! Zoho Invoice is a powerful invoicing platform that helps you craft
Zoho CRM: Automatically add emails sent to an email address as leads?
Hi, I'm trying to add any emails sent to one of my aliases on my Zoho Mail email as leads in Zoho CRM automatically. This email address is only for incoming potential leads from some ads I have placed online. I couldn't find anything in CRM itself and
Auto-Linking Emails by Deal Prediction Mechanism - Unable to Disable Feature
Hello, Our team is experiencing consistent frustration with the email association feature within Zoho CRM. The email association model works well when we only have one deal per customer, but fails miserably when we have multiple deals in progress with
Each 15 days send mail
I have a contact lsit and I want to send them mails. Case:Each 15 day send them a mail but not send to mail who was in the list which are in the first 15 day list. Example :Today I have 45 contact and I send 45 contact email after 16th day I have 54
Next Page