Creating Progress Payments and Invoice Forecasts in CRM using Widgets
This is our 3rd video and one of my favorite Zoho Widgets. It's the ability to raise progress payments on Bill of Quantity Estimates and Forecast Contract Balances. We have quite a few more videos to release, so please follow me if you want to see more. We are offering these widgets to Zoho Partners and Zoho Customers, so reach out via our website if you'd like to chat further. https://sosconsulting.net.au/ Video: https://zdrive.li/Oqc63Q
Publish Zoho Creator Application to Clients
I made a zoho creator application in zoho creator itself and I want to now change the ownership of the application. However when I search for how to do so I find this answer: https://help.zoho.com/portal/en/community/topic/changing-application-owner.
Live-Schulung (Onboarding) als Meeting oder Webinar?
Als Software-Unternehmen führen wir Live-Schulungen online durch, das bedeutet das 3-8 Personen sich online mit Headset und Kamera treffen, jeweils an 2 Vormittagen von 09:00 bis 12:30 Uhr. Wenn wir Zoho Meeting verwenden würden, sollten es als Meeting
With forms for Intagrated Zoho CRM Account, how add functionalities?
Hi, We would like to change the text field for the parent account to search and select an existing account. At some point, when we use the Accounts Report to edit, we would also like to be able to navigate to parent child accounts. Maybe add kinda cards
Hide attendee email addresses from others
Hi, When the email reminder is sent out, attendees are able to see the email addresses of other attendees. Please advise how this can be prevented/hidden. Thanks
Archiving Tasks & Tasklists within a Project Board
Does ZOHO Projects have a way to archive completed task lists within a project board? We use a single project board for ongoing client tasks and would like to hide the completed (closed) task lists from the board. I understand that we can filter by Open and Closed, but it would be really nice to archive old tasks & task lists.
Where are the email templates?
I have created a form and there is an option to send an email upon completion of the form. I see a dropdown where I can select a template to use. There is an option for Template 1 and Template 2; where are these templates stored so I can see what they
How do I turn this off?
Whenever I use a hard space in my document by pressing ctrl + Shift + SPACE it doesn't only make a hard space but every single time this pops up too: How do I disable it? It's really irritating... Please help?
Send email from companies profile and from task
I discovered that is not possible send email from companies profiles or from task and it's really crazy that I have to go to the person to send an email Will be very opefull that will be make aviable send emails from company profiles and from task or,
A Forms integration field fails to load on some browsers
A form integration field fails to load on some user's browsers, and the html renders incorrectly. This is a new problem on a from that is unchanged, This is happening on external customer's machines. I Assist'ed into each computer, and replicated the
New field limits on a form (No. fields vs No. characters)
Hi guys, Wondered if anyone could help me clarify something around field limits in a form. Zoho circulated an update in November saying that if we reduce the character limit of our fields, we can squeeze more fields onto a form. See here: https://help.zoho.com/portal/en/community/topic/upcoming-updates-november-2021
Kanban View in Android App (Zoho Project)
Is it possible to enable the kanban view in android version of zoho project. Any prompt assistance will be of lot of help.
Offer Generation
Can we generate offer from ZOHO recruiter & can we attach it to ZOHO people ?
Zoho People Newsletter - February 2022
Hello Everyone! I hope all of you are doing well and staying safe! Zoho People's latest newsletter is out now! Check out our February newsletter to know everything about Zoho People's latest features, upcoming features, webinars, nifty HR tips, and many
Zoho WorkDrive TS Installation Problem
Hi am setting up a new MacBook pro M1. I had to uninstall my work drive TS app and am reinstalling it. In doing so I get this error. You have already synced this team to your computer. Please select a different team, or try logging in with a different
Introducing support for Portuguese in your Help Center
Zoho Desk offers a multilingual Help Center, and our goal is to support a multitude of languages so you can provide a well-rounded customer support experience to your customers, regardless of the language they speak. Keeping this in mind, we've introduced
Profit margins on Estimates, Sales order & Invoices
I've written a little script for a custom button if anyone is interested. Just go to "Preferences" | Sales orders | Custom Buttons, click "New" If you want it on your Invoices or estimates, then do this in the Invoices or estimates preferences & change
transactions that need to be 'split' but not completely
I am a property manager overseeing 4 different buildings right next to each other. We are one company, so I need one set of books, but we also want to be able to see how our profits look for each building separately. So for example, we have an expense
Redirecionamento de DNS
Olá, boa tarde! Tenho um Domínio no registro.br e gostaria de direcionar para um e-commerce que estou criando, porém gostaria de permanecer utilizando o serviço de hospedagem de email da zoho. Como posso fazer?
Spotlight #2 - Overview on Zoho CRM's Portals
Hello everyone, In today's post, we will give you a brief overview on Zoho CRM's Portals. Portals serve as a gateway through which you can give your customers, vendors or partners an easy access to the CRM modules and some of the associated data like products, inventory, quotes and so on. Also, based on the accessibility permission the users can create, edit or view the data in these modules. Benefits of Portal Portals can be beneficial to your organization as well as the customers in many ways.
Integration with Zoho Desk tickets
Hello, are there plans to integrate Workdrive with Zoho Desk tickets? For example, when I get a ticket with an attached document I need to download it from the Desk and then upload to Workdrive. After the work on the file is done I need to download from
Create items with identical names
Hello! I have activated and registered the missing SKUs, but after this, I keep getting the message "Some of your items have matching SKUs. Please update these items and establish a unique SKU for each of them". I have reviewed all my SKUs (about 2000)
Users that need to have items with the same item names
Unfortunately Zoho does not allow duplicate item names, which is an annoyance for users that require such functionality. I can understand that SKU should be unique but why the item name ? There are a lot of users that need to have items with same names as the stock is non-replenishing such as rolls of fabrics etc, or even where the production batch is essential. I have written some code to facilitate this by using 2 custom fields - a check box & an auto increment field. If anyone would like to have
Is Zoho Flow down for anyone else?
All of my flows just stopped working. I recalled a bunch of documents in Zoho Sign that I was using to run some tests, but I'm not sure if that's what caused the issues.
Tip #19: Protect your business from data loss
Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series helpful. For today's tip, we'll teach you how to restore deleted files and folders from the Admin Console. Data is a highly valuable resource, which businesses require to function.
Feature Request: Retainer invoices in CRM Deals
As the topic identifies, it would be rather beneficial if the Zoho Finance integration showed Retainer invoices as well. Additionally, it would be advantageous if we could have the option to "Open in Books" for all Zoho Finance related records within
zoho form integration not coming in
Hello, We made a zoho form and it's supposed to come into Enquries tab in ZOHO CMS, but it's not. https://balancemyhormones.co.uk/adam-questionnaire-for-low-testosterone/ Can anyone help? We did all the integrations we thought are necessary Thanks R
Deleting leads
Is there a way to delete more than 200 leads at a time? We are trying to remove leads who have acquired less than 100 lead score which were added in 2019-2020 to free up space for newly acquired contacts. Would be convenient if we can select the filtered
How Important is Java Spring Framework Currently?
The Java Spring Framework is a platform that provides comprehensive infrastructure support for developing Java applications. Spring handles the infrastructure so you can focus on your application. Java spring framework enables you to build applications
Show small overlay when hover over portions of text.
My site https://www.touchgram.com/ has some areas of a text block highlighted, as shown below. I'd like to have a small card or box appear when you hover over them, to provide more explanation. For mobile, I'd like to achieve something similar by tapping
COQL Quote Query and Product details
Hi I am trying to establish if it is possible to use a COQL Query to collect Quote details along with the Products on the Quote. However, I cannot see an API name for the Product Details so I am assuming I have to use the related list somehow. Unfortunately
Zoho Project Integration into Zoho People: Change in Project Manager not reflected.
Hi all, We are using the Zoho Projects integration in Zoho People. In a case, we found that after the sync, when we update the Project Manager in Zoho Projects, the change is not reflected in Zoho People. Example: We created a project in Zoho Projects
How do I vary text styles by responsive target?
On my home page https://www.touchgram.com/ I have several pieces of text where I want them to be in different font styles depending on being shown on mobile or not. The only way I have found is to duplicate them and change the visibility to be desktop+tablet
Round up a function field
Hi, Is there a way of rounding up a function field. I.E if the result of the function was £120.333 it would return £120.34. I need this to work out payment plans when spread over a number of months and it needs to round up when an odd number or recurring
How to handle multiple Leads, Contacts and Accounts on one Enquiry
How do you add many contacts and accounts to one enquiry? With the limits on look up fields in modules, it's difficult to manage customer relationships on a new business opportunities. Widgets are a great solution to handle any business process.
Banking - matching uncategorised transactions with invoices
Hi guys, I have upgraded from zoho invoice to zoho books. i feel that its such a good program that i want to pay for this and also to further ensure that my data is safe (premium service i feel should provide a little extra security). In the process of
Can we receive emails in the Zoho CRM with the free account?
Hi, we did not manage to utilize the 2 weeks of the free trial and test the platform fully, thus today we played around it and we tested some of the features. We would like to know if we are not able to receive email notifications through Zoho since the
Remove admin from a project?
Hi, We have a bunch of admin accounts, and all of these accounts are added to all new projects. How can I either make them not included in all projects or the other way around; how can I remove them from a specific projects? Thanks
CRM Sync Not Triggering Create Books Customer Events in Flow?
We're using CRM Integration to Sync Accounts & Contacts from CRM into Zoho Books. We have a Zoho flow that's triggered upon Customer creation in Books to sync to QuickBooks. IF we manually create a customer in Books then the Flow triggers. If we create
Warning - There is a bug in search engine / bulk update
Hello Everyone: There is a bug in the Zoho Recruit search engine under the following circumstances - If you perform a bulk update to a multi-picklist field, it will perform the bulk update BUT if you tried to search on those records after you perform the bulk update, it will not find them. You need to literally open each record (edit) and save it again. Then the search engine will find the records that have been updated. I have only found this problem when performing a bulk update to a multi picklist.
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