related lists in reports
i need to creat a report that filters out which deal has a related record in another custom module. but the look up field I use to connect them is in the other module, not the deals module. is this possible?
Work Orders and POs
In the normal workflow we have here (small manufacturing shop), after a quote is sent, it might or might not be accepted by the client. If it is accepted, he sends us a Purchase Order. At this point, we get the job going by issuing a Work Order (internal paperwork) which describes the work, has the client PO number, and delivery date, among other things. When the job is completed, we then make an invoice and send it to the client. I was wondering if it would benefit other users to have the ability
Masking of Numbers
How do I mask contact numbers of clients so that the full contact number is not visible.
How to Create an invoice using Include Unbilled Items through API
Hello, i,m trying to create a new invoice using API but i cannot fine how to get the Unbilled Items and use them to create the invoice
Best way to integrate Zoho Suite (CRM, DESK, ANALYTICS, Meeting etc.) with data from ERP/USER/Install base data system (App)
Hi All Zoho Fans, I been trying to understand the data structure of Zoho CRM in order to import data properly from our Application and USER/INSTALLED base system. All our users (customers) log into an application, and from this system we maintain their
Community Digest: un resumen de abril de 2021
Community Digest de abril de 2021 ¡Hola, comunidad! Como cada mes, hoy vamos a hacer un pequeño resumen de lo que ha sucedido en Español Zoho Community el mes de abril de 2021. En el subforo de Zoho CRM y Zoho CRM Plus nos encontramos con dos consultas.
Add line breaks to this formula
Hey Everyone, I'm having a hard time trying to figure out how to add line breaks to this formula. input.Notes = "Sets = " + SingleWorkout.Sets + "<br>" + "Reps = " + SingleWorkout.Reps + "<br>" + "Instructions = " + SingleWorkout.Instructions; It should look like this... Sets = XXX Reps = XXX Instructions = XXX but instead it just inputs the values as one line and the <br> as text. Any help would be great. Thanks!
Serial number tracking with composite item
Same as topic. Is it possible to add an item with serial number tracking to a composite item?
My Account has been blocked due to security reasons.
Hi, can you please unblock my account?i really have no idea why my account blocked and I cant get to unblock this..can you help me please ??
Pushing Values to Picklists & Multi-Select Picklists through CSV Uploads or API
My question is in regards to pushing values to either Picklist fields or Multi-select Picklist fields through a CSV upload or API. Do the values you push need to match exactly the selectable values you've setup within these fields, or can you push other
Actualizar tablas de Zoho Analitycs importadas desde ZOHO CRM
Saludos Necesito que las tablas importadas desde el zoho CRM a zoho analytics se actualicen Tengo transacciones hsta la fecha de esta consulta y solo aparecen en la tabla hasta la fecha del 15 de Marzo Que debo hacer?
HOW CAN SEE DELETED INVOICE IN ZOHO BOOKS
HOW CAN I SEE DELETED INVOICE IN ZOHO BOOKS NUMBER OF INVOICE DELETED
Does ZOHO Desk log all incoming calls?
We are currently using desk only for email support, with plans to implement Twillio integration. We've been doing some testing but I'm uncertain of a few things. I know that zoho desk will log all incoming calls which for us includes those answered by
Zoho CRM Sub-Form Add a line using Custom Function
I want to use a sub-form as a way for my team to track progress and leave notes. My goal is to use the sub-form for most transitions in the blueprint so each transition with have a during note and then an after action with a custom function. So the custom
Pre Chat Questions
Hi Is there any way that we can customise the chat widget so we can gather more information from our members. It currently looks like we can only capture Name, Email Address and Department. However, we might want to also ask which team the member would
WorkDrive True Sync not working on MacOS 11 Big Sur
Since updating to macOS Big Sur, I've been unable to use WorkDrive True Sync. This seems to be a common issue with Desktop sync applications for cloud storage, Google Drive Backup and Sync had a similar issue (https://support.google.com/drive/thread/55040500?hl=en)
Ignore certain emails & Question about auto-assign
Hello Forum! We're currently on a trial for Zoho Desk hoping to purchase a full one soon, I have a couple of questions. 1. Daily, we receive technical-updates from a specific email address to our support inbox. We don't want to create a ticket for any
Product Churn in CRM
Hi guys, We're using products, deals and Quotes for accounts in CRM. Here's our workflow: Account Manager creates a deal And then, create a quote including products and their list prices inside Deal When deal is closed won, products are inserted to
Matching exported attachments with accounts?
I have a need to export all the attachments from my CRM and then match them to accounts. Is this possible? The attachments have a string appended to the file name, so they look like this: 2xzfz6925f0c086d74118bda59a23dab14671_FileName.JPG Does that string
Modifying default text styles
I'm trying to customize the WYSIWYG style dropdown for my email campaign. I would like to make style changes to the heading and default body content to match our company colours and fonts. Is there an easy way to change the attributes of the text styles it applies when using the WYSIWYG. I'd like to avoid changing styles manually or in the HTML in every instance.
Is it possible to create unique records in a form with multiple dropdown fields?
I have created a form which includes 3 dropdown fields. This form allows me to enter the selection combinations of these dropdown fields more than one time into it. I'm trying to create unique values (combinations) on this form which will then be used as a subform and each unique value (combination) will be assigned to multiple records on the main form. How can I achieve this task?
Missing Emails, Urgent!
I have a client who recently found a gap within their emails. Most emails from March until today are missing, as well as some before February . These emails contain crucial information and we need help retrieving them. We've done everything we can from
No encuentro el panel de control de administrador en mi cuenta
Hola, ayuda por favor, ya revise todas las opciones y al parecer han cambiado de un tiempo aca ya que necesito configurar mis correos (25) para mi equipo de ventas y no encuentro la opción de Panel de control de administrador para hacerlo. Pueden indicarme por favor donde lo localizo? Saludos!
Zoho Campaign - Image Dimensions
Hi support, Can you tell me how to find out the dimensions of the images within the basic templates that are in Zoho Campaign. I need to let the graphic designer know the sizes but I can't find them. Thank you
I am trying to add multiple sales iq chatbots on multiple page through GTM
how can I disable the previous chatbot if a user is coming from another page? It shows two chatbots if a user is coming from different page where another chotbot is active
How to specify Digest Authentication in HTTP Header for POST Request?
I can't tell what the requirements are to establish Digest Authentication session with the creator Post URL function. I see a number of examples for basic, but none for digest.
Download saved image
In the web version, there is not even a "download" button for saved images. Only "mail" and "public link" are available. In the mac version there is a "download" in the menu by the right button, but the system does not load anything, but hangs. it should
Every word with a capital letter!
Why is it so invented that when writing the name of a note or a group of notes on the iPad, the keyboard after the space bar is switched to the beginning of the line mode and every word is trying to write with a capital letter?
Two accounts on same machine
Is it possible to have two accounts on my iPad?
I have 2 organizations and want to merge expenses from both in one table
Hello, I merged Expense Tables from 2 organizations using UNION ALL functions. However, I want to see which rows are from which organization. How do I do? This is my SQL query: SELECT Account ID","Expense Category","Expense ID","Total (BCY)","Created
How to use Writer's Credit Points Add-on for document automation
Updated on 4th June 2021 to add new flexible pricing plans, bring better clarity on who gets 1000 credits vs 200 credits, and CRM Plus changes. A large number of businesses on the Zoho platform use Writer's document merge options to create, design, and
Modificar Plano
Prezados, Prezados boa tarde. Atualmente temos acesso ao Zoho pelo e-mail comercial@centrimoveis.com.br e gostaria de verificar as condições comerciais para: Opções de Plano de Acesso Opções de pagamento
Dudas
Buenas noches,tengo varias dudas¿ me podéis ayudar? Quiero crear una copia de seguridad de todos los posibles clientes y así poder limpiar nuestra base de datos. Cuando quiero exportar los registros solo me deja hacerlo con 3000 de los mas de 70.000 que
Receive notifications on my mobile device
How do I receive notifications on my mobile device any time my client views or even signs an estimate (or Invoice)?
Pricing for our specific company?
1) Best plan pricing route. 2) How difficult to transfer from google?
Ayuda
Tengo una campaña creada y quiero que cuando un comercial llame a un posible cliente de esa campaña lo ponga automáticamente al final de la campaña
Reports
Could you provide a description or definition of what a Backlog tickect means in the report ciew?
Signup Process
Hi There, I am trying to produce a process flow which would need cross module integration and was hoping someone could help. The process will be that someone signs up via a Zoho form which subsequently creates a contact in CRM. Once they are a contact
Subform recording data but not sending via email
Hi, I have a form set up for inspections and I have added a SubForm for logging faults. This Sub Form when completed on its own will automatically send an email notification to the pre-set addresses however when used as a SubForm in another Form it does
Syncing specific types of contact i.e. Customers only
I want to create different lists within Zoho Campaign and sync from Zoho CRM based on account type, so I can segregate customers from suppliers for example. Is this possible? Taking that one stage further, can I set a custom field in Zoho CRM for customers
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