Form completion CRM tags
Hi, When I set my Forms/CRM integration up to add a tag to the Contact in question upon completing a form, it overwrites any other tag(s). I can't find an option on the Forms/CRM integration to turn off overwrite existing tags. Any assistance would
I would like to hear from the community
HI, I would like to hear from THE COMMUNITY of ZOHO users: I am *THINKING* about coming back to ZOHO. The company I am with is only giving me 5 gigs of storage where I can get 10 with ZOHO. But, What is making me reluctant to coming back is.. I see a
Mail-Templates: Configuring Image-Padding
Hey there, I'm kind of lost because I'm not able to add a padding area to my images within the mail template editor. Back in Zoho Campaigns you could choose whatever image section you want to customize and configure the padding in the left sidebar. In
Leads v Potentials
How are people using leads vs. potentials? Is "potential" a qualified lead? Otherwise they seem the same to me. Also, when I close a lead (won or lost) how do I disposition it so it no longer shows on the leads page? Thx!
iam-security-error
A button function, previously working just fine, has suddenly stopped working. The function fetches and opens the url of a related record in a new window. Syntax is; rec = zoho.crm.getRecordById("Deals",recId); relRecId = rec.get("Lender").get("id");
How to automatically send an email to a contact when a contact is created or updated?
Hello, After searching for 2 hours and not finding a clear, straight answer, I thought I would ask : How do I start a workflow that sends an email when a contact is create or a certain field is updated? I can't seem to find a solution that does something
Auto Fetch Disabled for your account
This has been a issue for several weeks now, i noticed on the forum it was posted you said the problem was your side and it should be fixed now. But im still having the same issue. I have re-enabled password etc but its still happening. We would like
You can now attach files from cloud services!
Hello everyone! We are back with another exciting update. Gone are the days when we stored files only on our computer hard drive. In recent times, most of our documents are stored on Cloud services so that we can access them anytime, anywhere. The Files
Frustrating integration between EBAY_US and Zoho Books through Zapier
Hi, I'm having a hard time binding ebay_us and Zoho Books through Zapier. Create Customer doesn't provide a currency field. It just assumes it's EUR. 100% of ebay_us sales are made in $ Create Invoice: Purchase order isn't listed, I'd like to populate
Ability to edit task templates - subtask order
Hello, For task templates you can reorder the tasks themselves but you cannot reorder the subtasks. For Example: If I want to add a task between "requirements walkthrough" and "build data model" I am not able to do that unless I delete or rename all the
User-defined value to start auto-generated PO numbering
Hello, I need resolution on this ASAP so I can start using POs in Zoho. I would like to start creating POs on Monday, October 11 (just 2 days from now). To avoid conflict with an preexisting series of numbered POs in our system, I am wondering if my Zoho
SKU generator
Hi, Would it be possible to create a custom function that automatically generate the SKU during the article creation procedure In our company the SKU code (K ***) consists of 3 fields: -an alphanumeric field consisting of a character always present and
PHP API creating Sales Order
Can someone please help me with creating a Sales Order using API? I can provide code and response. I tried a lot of things but nothing works for me. Thank you! Code: $access_token = access_token_value(); $data = array( "customer_id" => "1481060XXXXXXXXXXXXX",
Is there a forumula to create calendar in spreadsheet?
I'm looking to create my own 2011 calendar to print but I am looking for a way for Sheet to create the calendar for me so I can then just format, design and print. Is this possible here?
Online Checkwriter Integration
I recently signed up with Online Checkwriter to print my own checks on my printer. Under the integrations tab in Online Checkwriter, it claims that it integrates with Zoho Books. I even went through their process and "connected" it to my Zoho Books.
Import Projects from excel
I have thousands of old projects from an old crm, and I need to import them all to Zoho Projects, then associated them to the Deals in CRM. How do I so? I don't see a way to import projects from xls file.
Using supplier Stock on hand report
I am a retailer and have a shop front and online sales channels. I buy and keep stock on hand which i use for all sales channels. I get provide a stock on hand reports from my suppliers that i purchase from and would like to see there stock on hand against
serialised products
Hi We need to add products with serial numbers to our client accounts but the products module does not support serialised items. I understand we can create an autonumber field but this will mean we have to re-create the same products over and over again, which is not a workable solution when you are talking about 1000's of products We need the ability to use the same product type and just add the serial number to create a unique record. Is there no way that CRM can support this! Been told the usual
Item description not showing on Order template
Hello, This is the first time I'm using Zoho Inventory and so far everything is looking great. Now I'm wondering why the Item description is not showing up on my Orders. I've tried te modify the basic template and while doing that the example is showing
free version
We have opened Zoho books for a small company. I see the pricing is free. However it says that the free version is expiring? How do we use the free version?
Zoho Sonderwebinar: Das brandneue Zoho ONE 2021
Wir freuen uns Ihnen endlich das bisher größte und leistungsstärkste Update der All-in-One-Lösung Zoho vorstellen zu dürfen! Erleben Sie ab sofort eine einheitliche Benutzeroberfläche, anpassbare Dashboards, neue Apps, verbesserte Services, neue Funktionen
The All-New Unified Operating System for Business- Zoho One
Dear Community, The all-new Unified User Interface of Zoho One has been released globally on October 19, 2021. One of the most significant and much-awaited release of Zoho One is now yours to explore! Here is a list of all the new features and updates
Zoho Desk | Disable Revoke Blueprint Option
Good day Zoho Team! Is there a way to disable Revoke Blueprint option? If yes, please let me know how to disable this option. Any help would be greatly appreciated. Thank you. Best regards, Lizz
Databridge Error / Please Help
I get a pop up error message that says "Login Failed" (image attached) when attempting to execute a query in the databridge. However, this cannot be true because I can see all the tables available to me, via the login. I have attached an image. Please
Should Territory be assigned to a new account created via the API?
If I create an account manually, the territory rules are run automatically and the new account is assigned to a territory. However, if I create an account via the Zoho API, the territory rules are not run automatically. Is there any way to specify that
Phone Number Search is too Limited
Hello there, Every now and then, we need to search for customers by phone number. However, due to inconsistent data entry across multiple applications, searching for phone numbers is very difficult/impossible. For example, phone numbers in the USA can
Sms to Italy
Hello, I can't find services to send and receive sms from Italy. Can you help us? Thank you!
Adding additional information to invoice
Hello, Has anyone figured out a way to add any notes that are written under conversation, resolution or time entries note that can carry over to the invoice? We do service work and write up what we do on our tickets. The only place to have this carry
Picklist field maximum number of values
Hi, Would like to inquire on what is the maximum number of values that can be added to a picklist field?
Create Support Article from Existing HTML and Images
I need to 'import' dozens of existing support articles into Zoho. Each existing HTML support document has many images both large and small. The images and the text content all need to move to Zoho. The images cannot be hosted separately. Is there any way of importing both the HTML AND the images into a Zoho support article? It would be a huge amount of work to do the images one at a time with the 'add image' button.
Switched to NewZohoOne -> can't read emails in CRM
Hi, switched to the new version 2 days ago and since then I can't open any sent or received emails within CRM. I can send a new mail within CRM. I've connected my gmail account. So the mail will be sent out, but as soon as I try to open the previously
Checks From customers, How to manage?
Hi, In vendors payment one could use the checks method to stay on top of cash flow, What about a Customer Payment Via Checks and what about Offline Checks Received from customers?
Serarated userfilters in dashboard
Hello, I know it's possible to create a user filter on a Chart A or on a separate Pivot Table B But when I make a dashboard with Chart A and Pivot table B, those 2 user filters are on tap of the Dashboard and are applicable for both Chart A and Pivot
Workflow Breaking
I am making some workflows and ended up with the following problem. Every time I want to make a workflow based on certain trigger - it breaks. Trigger is Date / Time - Change Log Time Set up is On Change Log Time Condition is Last Activity is Age > 30
MX verification failure but records are correct
I renewed my domain name after it expired so had to re-setup my email info. The only error I'm getting now is for the MX records. (I've changed the SPF and TXT records, no problems there.) I've tried the Zoho template given by my domain provider, I've
リンクの添付時に名前がつかられるようになったようです。
本日、ZohoCRMの取引先タブにリンクの添付を行ったところ、ファイル名に名前が付けられるようになっているようです。 今までは、「ZohoAccounts]や「Untitle」といった表示で編集できず何のリンクか開かないとわからない状態だったのでとても便利になりました！ ちなみにこのような変更が事前にわかるとありがたいのですが、どこか通知されている箇所はありますでしょうか？
Renaming Report - Report Title doesn't "stick"/save
Does anyone else have this problem? When renaming a report, a report title change doesn't stick/get saved. The report link name "sticks" more often, but that process's reliability isn't 100% either.
SKU Validation on Sales Order
Hello everyone, Is there a way to set a SKU validation when creating a sales order? Example, I have SKU 1 that when added to a SO, needs to be followed by SKU 2 (I cannot bundle them because they often ship separately). Some of my employees often forget
widget setting to a cutoff date
I need to configure a widgets so that it compares information to the cut of a date, for example the sale of this month accumulated to today 10/12/2021 vs. the accumulated sale of the previous month accumulated as of 09/12/2021?
notebook en francais
Est-il possible d'avoir notebook en français car je n'y comprend rien.? merci
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