Item profitability
Hi, I want to calculate my item profitability. I haven’t tag facilities related to free trial for 1 year. Is there any I can calculate my item profitability?
Integrating Big Commerce with Zoho CRM
Does anyone have experience syncing customer orders from Big Commerce to Zoho CRM? Which app is best? Does anyone use Zoho Flow?
How to create a feedback form linked to a training application form
Hi, I am trying to create forms for training/course application. How can I create a feedback form automatically after someone submit a training request and ties it to the training form number?
How to fetch data from Zoho Books to Zoho Creator? 200+ records
I need to fetch Data from Zoho Books to Zoho Creator. How to get Invoice, Estimate, Customer data? How to fetch 200+ records? unionwells Through single API call we will get only 200 records.
Community Digest - Un résumé de juin 2021
Bonjour à tous, Découvrons ensemble un résumé de l'activité du mois de juin sur notre page Community France. En plus de notre série Trucs & Astuces, à laquelle vous avez été nombreux à réagir, notre communauté à pu vous aider à résoudre certains de vos
Community Digest: un resumen de junio de 2021
Community Digest de junio de 2021 ¡Buenas, comunidad! El mes de junio nos ha traído un meet-up virtual, consultas en el foro, tips and tricks y algunas noticias en Zoho. ¡Un mes muy completo! Pero, no nos adelantemos. En nuestro Community Digest de hoy
Copy values from one module to another
Hello, I am looking for a way to copy values from one module to the corresponding fields of another module. I know there are a few articles out there and I found this snippet (I am new to Delug). So the thing is… I do have a few custom fields (input
Deluge Webhook: Exception - 'SSLException'
Hello, Can you please help with invokeurl function. We try to inform our server about new massages posted from Cliq with Webhook, so this is our Deluge code: response = Map(); datas = Map(); datas.put("user",user); datas.put("data",data); app = invokeurl
Converting an expense in to a bill
A feature to convert a recorded expense in to a bill would be great. A recorded expense may later become a bill may be because the expense is very large or it was recorded as an expense and given a bill later. Then this option would make it seamless
Export Itinerary Items to include Cost Price
Hello, I would like to export a list of all inventory items to include the cost price. Currently, when a report is generated in Zoho Books > Items, the following information is included: ItemCode ItemName PurchasesDescription PurchasesUnitPrice PurchasesAccount
How to set metric system instead of imperial ?
Hi, In Zoho Books, when editing estimate templates, measurement are in inches, not centimetres. How to use the metric system, as we are in Europe ? Thanks
The domain which you have entered belongs to another deployment/region.
Hi, I am trying to add a user with their email address to our Zoho One organization but keep getting the error message: The domain which you have entered belongs to another deployment/region. I have users with the same domain added, but this particular
Candidate Portal
Hallo Recruit, Have you been able to add the feature where a candidate can know the status of their application from the portal?
Can you use segments within segments?
I'm pretty certain this isn't possible but I'm asking to check! Is it possible to use segments within segments e.g. you use an "Industry" segment to select leads working in Construction then, within that segment, you apply a second segment to select leads
Customizable Product Layouts
It would be great to see products become a fully fledged module, like contacts and tickets that allowed for customizable layouts
Ticket time to problem/project time
Hey, is there a possibility to automatically add the recorded time to a ticket to the recorded times of an issue from zoho project? If a ticket is already associated with an issue, the time should run directly into the time of the issue when booking in the Helpdesk. If time has already been booked on a ticket and the ticket is now linked to a issue that the time is transferred automatically. This would be very important because we need evaluations per customer and this best in an overview like zoho
DROP DOWN DEPENDENT
Hello, I have days with this problem, could you help me? I want to have a drop down that shows information according to what was selected in a first drop down. Example: Select EU, and in the second drop down that only US cities appear, Select Europe and
how export my date to google sheet?(REAL TIME)
how export my date to google sheet? well, i know that there is a way to export (to excel/csv) then upload the file to my gdrive and open it to gsheet but, I need this real time. When new data appear of my CRM the data will also automatically update to my google sheet. I know there is an ad-don already(googlesheet by jivrus tech.) but i prefer not to spend. any way to do it? thanks!
Is Zoho Mail down today ?
I can´t access my Zoho Account today. Neither our employees. After login page it keeps running, running but nothing happens. Any clue ?
Remote Support Session Copy / Paste Default Note
Hi Team Finally it appears this feature is no longer implemented in remote support sessions, i have completed 2 sessions today & the copy / paste note was not nagging, if this has been permanently deactivated in my personal opinion this is a great move
How to handle auto-lunch via breaks
I've setup shifts to separate salaried employees. Setup present by default. setup the break to do a one-hour non-paid auto-lunch. however, when i look at the attendance time it shows a 2 hour deviation. When i remote/disable the auto-lunch it shows 1
Can you purge data in zohopeople to start a fresh implementation
We are starting to setup zohopeople for possible deployment in our organization but would like to purge old data as its not relavent.
Incoming emails sent to more than 1 email address - how to disable
Hi, Any incoming emails that are sent to me are also sent to another colleague's email address so that nothing important would get missed. I want to disable this now so only I receive the emails but I cant see anything on the settings to remove my colleagues
Abiity for Department Head to Approve JD Requests
Hello Team, We have approval processes present in Job Openings Module. Can we send the approval to the department head for any Jobs that have more than 5 vacancies? But currently, we don't have a role named department head present in the approval process
Workflow automation: every/other week Deal
Hello, I have a Standard subscription for Zoho CRM. I have a program that I deliver every other week. I want to set up a 'recurring deal' workflow automation that represents this scenario. Zoho support tells me only once a month or once a year is possible
Tip of the week #15 - Send email replies from any sender address
Let us start with a small scenario: the Zylker legal team has a shared inbox for legal@zylker.com. All the company queries and requests are sent to this address. Now the Zylker legal team wants to reply to these requests based on regions from their region-specific
Weird Bug in Reviews
I've hit this same bug numerous times, this is just the first time I'm reporting it. When doing a performance review and using a number scale for competency assessments, the input field won't take numbers entered on the 10-key pad, only numbers from the
Ratings from Previous Reviews?
Is it possible to see and/or publish ratings from the previous performance review? For supervisors, having both the rating and comments would help when preparing new performance reviews. For reviewees, having the ratings from their previous reviews immediately
1 Parent 2 Brands - Zoho One
I am going crazy trying to find an answer to my question. Can I have 1 parent company and manage 2 brands under the one Zoho One subscription? I have contacted Zoho Customer Support numerous times, each time a different answer, googled far and wide and
Workflow rules not firing for second time in the past week
In CRM our workflow rules just stopped executing. This is causing all of our third party lead delivery to fail. Chat support is not responding. What is going on Zoho?
User Desktop Shortcut
My wife and I are using Zoho Mail desktop app. Is it possible to create a shortcut for each user so the app launches whichever account is selected?
List of followed tickets
Hi, Just wondering, is there a way to get a list/report of all the tickets you are following on Zoho Desk?
Can I send email in zoho campaign choosing contacts from one brand among three brands that I have?
In my company, we have 3 brands. We have set up brand custom fields in sale orders already. But we want to send different email (zoho campaign for email marketing) to each brands' customers. For example, we want to send Birthday Wish to my customers
Não estou recebendo email
Prezado (a), boa tarde! Estou com problema no meu e-mail, consigo enviar e-mails normalmente, mas, não estou recebendo nada, nem resposta de email já enviado. Conseguem me ajudar? Obrigado.
can i download individual survey responses without respondent variables"
can i download individual survey responses without respondent variables? the client wants to see the individual responses but i can't find a way to omit the personal data
{"code":6024,"message":"This user belongs to multiple organizations, hence the parameter CompanyID/CompanyName
Hi I have multiple organizations and im trying to list the contacts of a certain organization using the below api request: curl https://invoice.zoho.com/api/v3/contacts?authtoken=XXXXXXXXXX&organization_id=YYYYYYYY but im recieving the below error:
Community Learning Webinar: Delve deep into the core concepts of Zoho Creator | 17th June, 2021
Dear developers, Every customer has unique business needs and unique problems to solve. To be able to give solutions to these problems, to get over any stumbling blocks and to be able to build applications expeditiously that tailor to specific needs,
Failed Imap integration
I am trying to integrate emails using the IMAP Integration. I keep on getting the message that a previous deactivation is still in progress and cannot continue the integration. I have been getting this message for a couple of days. Could you please help
Export Contact
Is there a way to export all contact from the CRM into an spread sheet (excel file) and download it onto the computer
I want to add industry field in contacts ?
Industry field is there in leads but not in contacts.....how can i add there as i want to trigger some rules based on that....i want to use same industry set as in leads
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