Remove permanently field on invoice pdf
Hi I would like to remove or disable a permanently field in Zoho Books on the pdf invoice. The field is locked in the preferences-> invoice settings. See image. Thanks!ments. Anyone any idea?
Accounts near me filter
I think it would be a good idea if on the mobile version there was a filter you could set on the accounts near me display to filter the pins by says since last check in date, type of accounts, industry etc... would also like like to see different coloured
Accounts in map
Is there any way to see all accounts on a map? As it happens in the cell phone, they are all on the map
Map features
Why not to have the field coordinate for each lead with embedded map on the lead page with possibility, in territory to see where are located all the leads?
How am I getting double posts to Twitter and Google My Business?
I get an error daily on my scheduled posts from Twitter that it could not post my "second" tweet because it already posted the first one (I only submit one) ...I also see double posts on Google My Business (that I have to remove the duplicate daily) Any
Why zoho's deluge platform does not include any asymmetric encryption functions?
Asymmetric Encryption uses two distinct, yet related keys. One key, the Public Key, is used for encryption and the other, the Private Key, is for decryption.The Private Key is intended to be private so that only the authenticated recipient can decrypt the message.As of now zoho only allows developers to encrypt the data with only one key with AES encrypt function which is symmetric Encryption which intern uses only one key but when dealing with banking and other service's the providers expect their
Zoho Chat Notifications through Creator or API
Any thoughts of having Creator send notifications through Zoho Chat? I think this would be a very helpful feature.
Option to add a Link as an attachment is now supported in Bigin iOS mobile app.
Hello Everyone! In the latest version of the Bigin iOS app v1.4.7, we have brought in the option to add a Link as an attachment. Users can now easily add link as an attachment to records in all modules. URL will be verified by the server and the name
Remote Assist link at the bottom of the ticket missing when blueprint is active
We normally have the Remote Assist link at the bottom of the ticket but since we have been experimenting with using blueprints I've noticed that the Remote Assist link is gone when the blueprint is active. Is there any way to get the Remote Assist link
I have reached the maximum number of aliases and I need more in order to keep my email organised
Hi there, I was creating an email alias today and was informed that I have reached the maximum number of aliases. Until this point, I had not seen any mention of there being a limit. I can understand why there would be one, but given I have paid for this
How to reconcile paypal bank feed when only net amount is imported?
Hello, I can't figure out how to reconcile my Paypal bank account, as only the "net" amount is imported. For clarity: The sale occurs via my website, which is not connected to Books. I create an invoice manually. (I'll use $500 for example.) I have set
Current User inside a Widget
Is there any way to get the current user inside a widget? We are currently in the process of setting up a Customer Portal where our client's customers will be able to log in to view the bookings that have been made for them. We are currently saving the
Zoho forms and Zoho CRM
Does zoho crm really consider zoho forms to be a third party product? https://help.zoho.com/portal/en/kb/crm/integrations/google/google-ads/articles/configure-google-ads-crm-integration#Step_2_Add_hidden_element_in_your_web_forms Why are integration instructions
I want to translate the form of Verification Code
Hello! Is it possible to code something, or otherwise translate this part: I want to translate the form of Verification Code (enter the characters you see in the picture Above) PIC: Is this possible? Can not add system CAPTCHA code system? It would be easier and easier to understand ...
Introducing multi-account support for premium job boards
Dear Customers, We are excited to announce Multi-Account Support for Premium Job Boards. This feature provides a new level of flexibility for hiring teams and recruiters, making it easier for them to manage their recruitment efforts and streamline their
How can I filter Contacts (in Writer) according to data from a crm subform?
Hi folks, How can I filter contacts (in Writer) with the parameter from a crm subform? For example only contacts who took part on exam on 15.01.2022? I cant use tags for that (in case someone wants to advise it) thanks! KR, Victoria
Zoho CRM: Mail Merge: Filter related list by date
Is there a way to filter the related list/sub form in Mail Merge from CRM by date?
Zoho Sign Api - Document Status and uploading certificate and completed document
We are currently developing a zoho sign API feature to replace the standard extension as the mapping of custom fields has to be done each time we create a new sales order. However, whilst we can create the document all ok, we don't seem to be able to
Please make it possible to add "Blank space" field to page layout
There is currently no way to separate visible fields in page layout other than to create a new section
Drag/drop attachments images into email
When sending emails from Zoho CRM, it would be great if users could drag and drop files or pictures into emails. Also a copy/paste of inline images into emails would be fantastic. I feel these are the only limitations that are keeping me from going 100%
My Actipons page
In the screen for SOW approval, instead of the 2nd column of Module, can we have requester name please. and may be instead of Approvals which just says SOWJD Approval – can we have Description of the SoW – means why it is needed. Because we would have
How to remove inserted line in email?
L.S. Good day everyone, I know it is not the most urgent question, but still, I'd like to know how I can remove an inserted horizontal rule in emails. I use the horizontal lines sometimes in order to organize the content of longer emails, but I have also regretted inserting the line, only to find I am unable to remove it. How does one do this? Thanks in advance for your kind replies!
View all Transactions included in a GST Report?
Really this is a 2 pronged question... Can anyone tell me how to back out old transactions after a gst report has been filed (Canada)? Also how do I view all transactions included in a Quarterly GST Report? Thanks for any help on this topic. :)
Retrieve multiple items in one request
We are building a CF to retrieve the vendor information of every item in an invoice. Loading the invoice, and the associated item list, is working. Unfortunately, the items retrieved do not include custom fields or preferred vendor data. We have considered
An Overview of Process Management in Zoho CRM
If you are running a company or are a part of one, you would know the importance of defining business process strategies that lead to success. Various business processes run simultaneously. Let’s take sales, for example. When we talk about sales and
What's New—January 2022
Hello everyone, We spent January rolling out some new features and working on some improvements. In case you missed them, here are the latest updates from Backstage. Registration pre-approval You can now enable pre-approval for ticket registrations in
https://www.zohoapis.eu/crm/ is down??
https://www.zohoapis.eu/crm/ is down? I can't reach this domain at all and all my connectors are not working?
Zoho Inventory Community Digest December 2021 - a monthly rundown
Hello all! We hope you are all having an amazing holiday season this year. We see the pressure you are under as your sales go up and your customer bases get bigger and better. We're thrilled to bring you the last edition of Community Digest for Zoho
Tip of the week 76 - Email marketing strategies to grow in 2021
2020 is the year that made us believe strongly that email communication, is effective for B2B as well as B2C companies, even during the unprecedented times. Once you've a list of contacts to send emails, you can try a variety of things to engage with
Blue Print Auto Transition with a field update or condition
Is there a way to Auto Transition by either; By time only if a field is a certain condition? or By field update?
Sent using Zoho Mail
Hello, Is there a setting to remove Sent using Zoho Mail that shows up on new emails? or is that basically advertising for Zoho that you can't remove?
Notebook does not show all notes in grid view
Hello, I am using android version of this app in both my galaxy phone and galaxy tablet. However, when I have many notes in one notebook, the app doesn't show me all notes in the notebook when it is grid view. It does show all notes when it is list view,
Can you combine 2 credit cards?
Hi, I have two credit cards that essentially tie to the same credit card account. when Zoho books syncs it brings in the transactions for each card but then shows the combined balance in "Amount in Bank" for each card line item on the Account details
how to create popup in Zoho CRM sales order module by deluge?
how can I create popup by another module in Zoho CRM using deluge like this: openUrl("#Form:Popup?
Outlook Calendar to Timesheet
I am looking for a better way to move my calendar entries to ZohoBooks-Timesheets. We do consultant work for clients all over So.Texas and currently We have Projects setup for each client and as work gets done during the week we enter the work details
How do I add or reference an article from a manual in a lesson?
We have created an extensive knowledge base full of articles. Now we would like to develop a course and lessons for new employees based on the content of the articles. I am not seeing how I add the articles to a lesson. I know we can copy/paste but
Problema con la api de crm
Buenas, Quisiera saber si algún problema con al api de CRM. Tengo varias funcionalidades realizadas y me una vez consigo el token no me devuelve ninguna información ningún método. Estoy utilizando php Gracias.
Create dynamic rich text field labels based on form answers
Hello fellow form builders, A great form-filling experience is so smooth that it feels effortless to the form filler, which means it's also likely to result in more form conversions. To help you with this we are making field labeling better! The enhancement we're rolling out is an additional setting to personalize the naming of form fields. This means you'll be able to incorporate form answers into the field labels as you name them. To break it down to you, here are a few examples: Hi Richard,
Invalid credentials (failure)
On my Android phone, IMAP stopped working for my Zoho account with the error "User name or password incorrect" and "Invalid credentials (failure)" however I was able to access via web with the same credentials. I double-checked all the settings on the desktop and on the phone, and all seems to be in order, yet I still keep getting that error. What gives?
How do I stop using https://workplace.zoho.com/#dashboard/
How do I stop being redirected to workplace.zoho.com so that I can use this: Mail Assistant to make your work easier and hassle free. (zoho.com)
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