Zoho Bookings has a new pricing - Pay per user
Dear customers, Businesses around the world use Zoho Bookings. Customers have booked 1.5 million appointments and over 200K online meetings using Bookings. We are only set to cross more milestones, thanks to your support. We are excited to introduce to
[Help Center] Impossible to edit categories in multiple languages
Hello, I cannot manage to edit categories in multiple languages. Have you encountered the same issue? When I click on other language different ofthe main language (FR), e.g. in English, I should seen the title put in French with '(en)' at the end. Thank
Deleting account deletes associated contacts
I have noticed that if an account is deleted, then all associated contacts are automatically deleted. This is too bad. I would like to keep the contacts but have the link to the account dissapear for example. This would be safer. thks Christian
Deluge Debugger??
Are there any support or plans for a more sophisticated/powerful Deluge debugger to be developed? Or is there an existing Deluge debugger only for Certified Deluge Developers? A powerful debugger that would allow breakpoints to examine and change variable
Basic Flaw: Unable to add item MPN number to purchase orders!
I've been testing Zoho books for a migration from Quickbooks. Not going well so far!! I've found a such a basic flaw that it beggars belief. All items have a system field called "MPN" which is the manufacturer part number. However it's not possible to
Bulk downloading of documents
Is it possible to download multiple documents at once, or even a whole folder? Am I missing this somewhere? Thanks.
Importing From Linkedin
Is their a document or KB that shows how to import my contact from linkedin to Bigin ? Jay
sitemap xml
Hello, is there no option in Zoho sites to generate a site map? I see the option to upload the xml file, but looking for a plug in to generate a new site map. thanks, Hans
Atraso no envio de campanhas de marketing
Bom dia, estou a ter um atraso de 4/5 dias de entrega das campanhas de e-mail marketing. Qual a razão? Obrigada!
Domain redirect with HTTPS enabled
Hi, We currently have our domain in Google Domains and have created a redirect in the Google Domains DNSfor our zoho site from astroeight.com to www.astroeight.com The problem is, this is an e-commerce site so we enabled SSL certificate. Therefore, we
Zoho Form no longer allows me to upload Japanese file names.
Since around 7/20/2021, the file upload function of Zoho Form has been unable to complete the upload of files with Japanese names, and the files cannot be sent. If I change the file name to alphanumeric, the file is uploaded without any problem. I'm experiencing
Support for auto-upgrade in TrueSync (for Mac)
Last month, we released the auto-upgrade feature in the TrueSync app for Windows users. (Read the announcement post here) WorkDrive TrueSync app now supports auto-upgrading to the latest version for Mac OS. Download and install the latest TrueSync app
Is there a way to check who is visiting our Survey but not Responding?
Our survey is minimal and designed to be taken in less than a minute, but we're seeing only around 19% of those who click the link to check our survey actually provide feedback, and those that click the link are approx 20% of all outbound survey links
External request takes too long
When make an external requests inside a function using the geturl(), requests takes way too long. It was taking a minute and half to process 13 records. The same amount of records processing in less than 1 second. The delay has a major impact on our Real-Time
How to calculate the distance between two addresses?
Hello!! Is there any way to calculate a distance in km between 2 addresses and add the km result in a field? I think that there is a way using the Google API Distance Matrix (which is paid if I am not wrong) but I am asking you if you know a more easier
Getting data into Contacts list
Hi How can we scan in data from business cards and QR codes into the Contacts module? Thanks
On Edit Record - Two separate Forms with Attached Sub Form Record Need Record update
On Edit -(Successful form Submission ) In Form A and From B both Sub Form Record would be Match on Edit some Record in Form A ( Sub Form ) Also Create Unique ID in Both Sub From but the Issue is Who to write Script Part
Add (related) record(s) to Campaign programmatically
Hi, how can I add Contacts (or Activities) to a campaign (in Zoho CRM) programmatically (using Deluge script)? I can retrive the related records once they are already there (getRelatedRecords), but how can I add them? Thanks
Time Log Report in Zoho Analytics
I need to create a time log report from where we can get the time log report but i am running the SQL query and used the joins properly but it's not showing the null data. is there a bug in Zoho analytics regarding joins?
Tips & Tricks #1: Reduce customer debts by setting credit limits in Zoho Books
Hello, Selling goods on credit is a common business practice. Some businesses choose cash sales while some choose both cash and credit sales. Though cash sales might mean immediate inflow of cash, credit sales can be helpful for retaining customers and their goodwill. As important as providing credit sales can be, it is necessary to have control over overdue balances. Here's where the credit limit feature in Zoho Books comes into play. Why set credit limits? Though selling goods on credit can help
Introducing new features and enhancements to Analytics and Social in CRM Plus
Hello everyone, We've recently introduced various features and enhancements to Analytics and Social in Zoho CRM Plus. Here's a brief rundown on what you'll see in the updates: Analytics AI-powered data preparation Zoho DataPrep is an advanced self-service
Unable to remove Junk Leads from All Open Leads
Hi, I'm trying to change the criteria of the "All Open Leads" view so it ignores leads I've marked as "junk", but when I enter the "edit" section I get the "choose columns" options (where you can add or remove fields from the view), but there is no option to add criteria to the view. Am I missing something or is there a problem? Thanks for reading, hope someone can help! David
How to sync a lead to CRM when, in CRM, it converts from Lead to Contact
When you sync a ZMA Lead to a Lead in ZCRM, the process works nicely. But when a ZCRM user converts the Lead to become a Contact, the sync stops. That's sort-of understandable because the ZMA sync is setup to talk the the Leads module in ZCRM. But what's
Partition BY for running totals
Does Zoho SQL support any version of PARTITION BY? I see that SUM(VALUE) OVER (ORDER BY Column1 DESC) works, but not anything that includes a partition before the Order By clause. I know you can get a running total in pivot tables, but I need a column
How to use Rest API with nodejs for Zoho CRM
Hi I am new to Zoho CRM. I can't make a connection with Rest API , please explain me how to use it with step by step.
Work planned/Resource Utilization
Hi There I want to view my teams entire pipeline of work - I want to clearly see the "work Planned" Hours for each task and each team member with a total number of Hours assigned for each team member for that week. It looks as though the resource utilization feature is the best way to do this, However why doesn't "total work allocated hours" include the "work planned" for over due tasks? If something isn't completed and its overdue, obviously the pipeline should allow for those hours of work in
Kaizen #36 - Tasks #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss adding, updating, and deleting Tasks. A task is a specific piece of work that is usually time-bound. In Zoho CRM, tasks are listed in the record's Home page,
Desk Astuce #6 : Ajouter plusieurs comptes réseaux sociaux
Bonjour à tous, Découvrons dans cet article comment vous pouvez ajouter plusieurs pages d'un meme réseau social dans Zoho Desk. Pour cela suivez les étapes suivantes : Connectez-vous à Zoho Desk avec les privilèges d'administrateur. Cliquez sur les paramètres
Loosing Tasks, meetings and calls when converting lead to contact
I have a lead funnel that it attached to a blueprint that has tasks associated with it, plus we use calls to log calls to the prospect. I have just started to convert the leads to contacts and noticed that I've lost the tasks, and calls. Do i have to
How to debug ASAP add-on with JWT
Hello, I'm creating ASAP add-on with JWT authentication. I'm putting screenshots of my settings page and code of JWT endpoint for your review. My question is how can I see and ensure that plug-in works? What should I see? How can I debug JWT communication?
Quote Grand Total in DEAL amount Field
I have been trying to get the grand total of Quotes associated with Deals to populate into the AMOUTN fields in DEALS. Been at this for 5 hours, no luck. Any help woudl be appreciated. THanks
Data import: custom fields to map if field names match
Hi An idea about data import into ZMA. In future releases, it would be helpful if the field mapping function would automatically map input fields to custom fields as well as standard fields if the field names match. At the moment, input fields only automatically
Restore function not working, Search & Filters in Pages behaving differently.
Hi, I am unable to restore my backup from last week. My pages with the search and report filters are behaving differently which prompted me to restore last weeks backup when it was working then. I notice there seem to be some changes to ZC since last
Zoho CRM Tasks included in Calendar view
Currently only Meetings and Calls are viewable in the calendar. This post: https://help.zoho.com/portal/en/community/topic/view-tasks-activities-in-zoho-crm-calendar is locked saying that it's on the roadmap. Is there an update on this? Really strange
Deleting a word deletes the previous space.
Noticed a bug in Zoho Projects, when a user selects and deleted an entire word. Then the previous space also gets deleted. For example if we write the following description: This is an example If I select the entire word "example", then the text would
Picklist field maximum values
Hi, How many values can a picklist handle, or what is the maximum values that can be added to a picklist?
disabled closing notification on hold status
i want when from on hold status is changed to closed status then customer can't receive closing notification. like the function below, but this function only exists when the status is open, so I want when the status is on hold this feature also exis
CRM Blueprint #2: Créer un Blueprint
Bonjour à tous, Découvrons comment créer un Blueprint en 3 étapes : 1. Saisir les informations de base 2. Définir le flux du processus 3. Configurer les paramètres de transition ETAPE 1 : SAISIR LES INFORMATIONS DE BASE Allez dans les Paramètres > Gestion
Blacklist?
Is it possible to create a blacklist? I have some individuals (competitors) that occasionally try to register onto my lists, I'd like to prevent them from doing so. It would be great if they could be blocked by domain - *@domain.com - or by individual email address. Upon someone entering in a blacklisted email or domain, what should happen is - nothing. No confirmation email, no error message. Just accept the entry and discard it (and increment an 'attempt to register' counter in the blacklist table
Integrate ASAP into a React Native Application
Hi I am trying to integrate the Zoho Desk ASAP into my REACT NATIVE application. I am able to do so for Android. However, for IOS the build and upload are failing because of the below error. Most of the zoho libraries being added to podfile.lock are showing
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