Does Zoho Books integrate with Zoho Projects
Is it possible allocate income and expenses to individual projects to so i can see the profit per project?
Custom HTML/JS on Client Portal ?
Hello Is it possible to add a custom script or custom html in the client portal ? For example a JS for tracking purposes or third party livechat ? Thank you. Joffrey
About automated emails
Hi We use offline payments for our events. We then send an automated email when a ticket purchase is made. Once the participant has completed the payment, we will change the status of the ticket to [MARK AS PAID] . Participants will receive the same
Data to be posted with sendReply in Desk or Flow with custom functions
Hello, I want to create email reminder in a ticket. I try with Flow but the preconfigured Send Email create a new ticket. I try to use invokeUrl into a customer function but i can't push the data correctly neither in Zoho Desk nor in Flow In Zoho Desk
Zoho is best for maintaining the company tasks!
I run an Ihomedental company and I want to manage tasks of employee. I hear that Zoho is best for managing the tasks. I tried clockify for managing the task, But it's not perfect working according to my company rules. Let me know, if anyone knows about
Import items - Only available for sales - Not seen in purchases
Hello Community! I'm just racking my brains trying to import items into Books and make them available for purchase. It only makes them available for sales...but I can't find them when I want to make a purchase order or a vendor invoice. I can only enable
Zoho Books API Sales Order Lisiting
I followed the documentation which require me to generate an auth token with https://accounts.zoho.com/apiauthtoken/create?SCOPE= ZohoBooks.salesorders.READ But I get invalid scope details I tried https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoBooks/booksapi
Required field before marking a lead as customer
Hey Zoho team, I have a cell of fields that are required before Sales can hand the lead over to Operations as a customer. So it is important that Sales will fill in the complete cell of fields before they can mark the Sales Qualified Lead as Customer.
Implementatio Google Sheets with ZOHO CRM
Hi, i can't find any information about the issue that i have right now in the moment. Maybe somebody from you guys could help me. I would like to have all of my customer information in my spreadsheets in google sheets, and make automaticly implemented
Sort email window by flags
Please add the ability to sort the email window by flags. Flags are very helpful in planning from priority, followup, info. If they were easier to add to your email in the window (such as clicking from priority to followup in the panel), would be helpful
CRMに追加されたCスクリプトについて
お世話になっております。 スターフォームの田中です。 先日CRMに追加されました「Cスクリプト」についての質問です。 こちらサンプルや解説記事のページなどはありますでしょうか。 またどのようなケースで利用するかなどご存知の方がいらっしゃいましたらご教示願いたく存じます。 よろしくお願いいたします。
Allow Light Agents to view the community
Is there a way to enable read only access to the community for Light Agents? i can understand that responding may require a full agent, but why is it blocked from even reading the community?
EVM in Zoho Projects
EVM or Earned Value Management allows Project Managers to measure the progress of the project in terms of costs and its schedule. Zoho Projects lets users to evaluate projects by automatically calculating key metrics such as Planned Value, Earned Value,
Contact Form
Good afternoon, We incorporate in our site, a contact form, which we cannot edit to change the text to Spanish, they could help us. Thank you Greetings
Don't substitute a perfectly correct noun with a less meaningful noun
Here is part of the Blueprint documentation. I highlight in yellow the flawed grammar. Each stage in a process is referred to as a "State" in Blueprint. For example, in the above scenario, the different stages are New Request, Check Warranty, Check Severity,
Unable to prefill CRM fields via CRM email templates/mail merge
Hi, I have a number of customer contacts I need to make to ask them to update their contact details & confirm some booking details. The easiest way to do this is to prefill a form, so they can correct only the contact details that have changed and pick dates for events (etc). However, the only way to share a prefilled form appears to be via inserting the forms link in individual emails. This is too labour intensive -- when individual emails are already able to "mail merge" variables when sending
Zoho Creator API - Get the value of the logged in user
I have an api that I wish to return a list of sites where the added user matches the zoho.loginuser. I can write the criteria: https://app.zohocreator.eu/api/v2/XXXXXX/APPNAME/report/Location_Report?criteria=Added_User="zoho_username" but is there anyway
Can members have different homepages once they are logged in?
We would like to be able to show each member a page specific to them once they are logged in. Is it possible to set this up?
stop signature when replying
How do I stop my full signature appearing when I'm replying to a message?
Assist multiple monitoring switching
Did you update the way that you switch between multiple monitors. Did you remove the keyboard shortcuts (like ctrl, alt #) to change to a monitor. If so , Put it back! The new way is very cumbersome and slow compared to the keyboard. I have to open up
changing a note password
hi! i love this app and i have one question; is there a way we can change the password of a notebook that we already have a lock on? this also reminded me of another question, can different notes have different passwords? for example, if my password for
Zoho SalesInbox: The first email client exclusively for salespeople.
Salespeople use different channels like email, telephone calls, chat, face-to-face communication, and social media to reach out to their prospects today. Making telephone calls regularly can be expensive. Face-to-face communication can be both time consuming and costly. Social media, while being instant, can lead to time wasting and is distracting. Chat, while providing instant access to help, can lead to wait times if several prospects want to chat with you at the same time. Email solves many of
Zoho Commerce Responsive
Buenos días Estoy atascado con un tema, necesito adaptar los textos de los banners para diferentes resoluciones y hacer que se vea bien en diferentes dispositivos, actualmente se ve bien en la PC, pero no en los dispositivos móviles, ¿cómo puedo hacer
Sending survey at the end of a campaign.
I'm creating a campaign in Campaigns for CRM and I need to send a survey and a participant certificate at the end. what do you recommend? how would you do it? Thanks
cut and insert
in most spreadsheet docs (Excel) when you cut the data from one area and try to put it somewhere in the same sheet the rest of the sheet is automatically moved down so that it fits in without overwriting any other information. however in Zoho any cutting moves the intended rows but overwrites other rows unless you specifically create a space of the correct size for it. this would save a lot of time if the sheet acted more like Excel in this regard. thanks.
Copying the fields from one custom module to another - Workflow + Custom Function. Request for the example
I need your help in setting up a custom function that will work as follows: 1/. In Module 1, I will select a record from Module 2, using a lookup field 2/. Module 1 has three fields: Marka, Model, Typ 3/. In Module 2 there are three fields: MARKA, MODEL,
Pulling data from external API when change field value
Hi, I have some field in my Deals module, that when I change the value of this field I want the CRM to send a request to external API, and populate the returned data in the relevant fields in the Deal module. Is this possible? Thansk
Error code 1867 | Office Integrator save to S3
I'm trying to use the Zoho Office Integrator API to edit documents saved on an S3 buckets. I can open them all right, but when pressing "save" on the frontend, this is what I get from the POST call to https://writer.zoho.eu/writer/remotesave.im: {
Creator Ver 5 Keyword Extraction and Wordcloud
I am using the new AI feature of Keyword Extraction to capture the keywords used in data entry. I then want to create a Wordcloud to visually display this data over a set of records. Zoho Sheets can generate wordclouds by requires each row to capture
Password protected form?
Is it possible? I'd like to invite outsiders to get a survey/poll. Airtable has this ability.
Recalling the recent update on deprecating a few features in Zoho Campaigns
Hello customers and partners, Hope you are fine. We had announced in our recent post that we are removing a few features as they were either redundant or had very less usage. The goal was to: Have a clear positioning of both Campaigns and MarketingHub
Purchase bill creation from Purchase order
Hi, I am fairly new to Zoho books. I have a couple of queries with regards to creation of Bills from PO's and would appreciate any guidance: 1) When a PO is converted into a bill or when a bill is created and PO is selected, I would like to have bill
Office 365 - Mails to Zoho CRM
We switched from zoho mail to Microsoft 365 Exchange Online. In CRM we configured the email integration - now when we sent an email from outlook to a customer, this email is not visible in CRM. any idea?
I just want to close my paid services
Dear Team, Last year i send to mail zoho but the didn't close kindly close my subscription because i will close my Gst Number I will reapply new gst after we login . My Email : ARENTER@gmail.com My Contact: 91+8800968053
Flow : Creating Task list with Template
Hi, I created a simple flow, the trigger works fine but, the action is halfway working : The action, which is a "Create Task List" in Zoho project, doesn't work if i put a value in the "Milestone" field or in the "Template" field. If I have anything in
Need to set value in the gender dropdown.
Hello, I have created the gender dropdown using the "Pickup List" option and set the value "Men" and "Women" but when I customer sync Magento2 to ZOHO CRM then the gender dropdown value set is 1 and 2. Please help me how to set the value when received
DOMAIN NOT RESOLVED
This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Sun, 29 Dec 2019 23:55:16 -0800 from info@capital-carbon.com [info@capital-carbon.com] ----- The following addresses had fatal errors ----- [Status: DOMAIN_NOT_RESOLVED, Address: <ambesh@rathirubber.com>, DOMAIN_NOT_RESOLVED] Message will be retried for 4 more day(s) Reporting-MTA: dns; mx.zohomail.com Arrival-Date: Mon, 30 Dec
mx records not pointing to zoho
hello, i have a shopify i trying to get it connected with zoho mail. but i cant seem to get the mx records to work right, i talked to you guys yesterday on chat about it. and he said everything was alright, but it still says in zoho email that the mx
Alternative Method for Zoho Mail
Respected Support team, I have an question that for setup Zoho E-Mail Services with my Website olansi, which is using Cloudflare Flexiable SSL, I wanna know that without Cloudflare or CNAME setup can I setup Zoho Mail for receiving Mail from the users.
ソーシャルの効果的活用について
初めて投稿をします。 本日はZoho Socialのことを質問させてください。 会社でFacebookとTwitterを運用していて、投稿の管理がスムーズにになったので助かっています。 特にレポート機能をよく見ているのですが、数を見るだけで効果的な分析ができていない気がしています。 できれば外部の業者に頼らず自分で分析してみたいなと思うのですが、「数が上がった・下がった」のほかに、具体的なレポート作成例・運用方法などについて、他のソーシャルのユーザーがいればアドバイスをいただけないでしょうか。
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