Swiss amount format
Hi, I like to import my bank statement into books. However, there is a problem in the amount format suported by Books. The swiss amount format uses single quote as thousands separator. This quote is not available in the format list. Is there a preferences
Zobot-DialogFlow: Is there any way to ask (and save) user for his Name, Email or Phone number during an active chat-bot session?
Hi, During the chat session I want my bot to ask user for his contacts be inputed in a form and then this contacts to be saved to SalesIQ and moved to CRM as fields. Is it possible by some scripting or settings? Thanks
Autofill custom module issues
Hello, I want to set up a function that populates fields in a custom module called Leases with data from another module. Leases has a lookup field called Contact which connects to the Contacts module. We would like to have a function that pulls the email,
how to change "thank you for your business" text in invoice before sending out to customer
Where can in the Zoho Invoice template setting and change "Thank you for your business" text to my preferred statement in invoice before sending out to customer?
Sync Zoho Sign with Quote in CRM
Hi guys, I kindly have two questions to ask. I basically want to integrate Zoho Sign with CRM and when my prospects fills the Zoho Sign document, asking Zoho Sign to autofill some of the fields in CRM. This is the first one. Here's images: I am asking
No mobile notifications are being sent if desktop has been notified.
Hello Zoho, we have a serious problem with notifications in the following scenario: I have the desktop client open on my computer, and I leave my desk. I receive a message and the desktop client receives a notification. I do not read the message on desktop, but my mobile client never receives a notification. As a result, I keep missing important messages when I am away from my desk. Other chat applications, like Facebook Messenger, Skype, or Slack would send a notification to mobile clients if the
Build Bot as per requirements
Hi We are looking for a developer who can build zoho bot by using/ updating script of basic template available from sales iq, (ZOBOT) - SHOP - TRACK ORDER - HAVE A QUERY - JUST BROWSING - Under SHOP, we want, -> Question-
Telephony issue affecting certain users only
Hello, We have been using Zoho for our company and have an issue with Telephony. Although integrated, the user gets an error message when trying to troubleshoot by trying to access "Telephony" in Zoho. When test calls are placed through the CRM to a
Zoho Flow Create Books Customer associated to Zoho CRM contact
I have a flow that creates a Zoho CRM contact and then I would like to add a Zoho Books Customer with the same information to create an invoice. Because m y CRM and my Books are in sync, how can I add the Books Customer and join that customer to the Zoho
Zoho sheets not loading
When I try to open certain sheets from the list of zoho sheets I have few that will work perfectly whilw others will end up in a blank white screen.
Searching for Leads by Company Name
We sell B2B and need to search leads by company name. Is there a way to set that as a find lead search option?
Problem with login into zoho bigin for new paid user
Hi! Yesterday we bought lisenes of zoho bigin and started inviting new users. No one of our managers could not login into the system. When they log in, the program writes that they should try after some time or write to support zoho. Please help!
Which contenttypes can we use in the sendReply api?
Hello? are there any other than plain text Content types that we can use in the sendReply api I'm trying to send the following content but i'm getting an invalid data type error "<p><strong>Dit is <em>een</em></strong></p>
<ul>
<li><strong><em>test</em></strong></li>
Help with Security Deposits
I can't find a way to deal with security deposits correctly. I need to be able to categorize money that comes in as a security deposit so it doesn't show up as income. I need to be able to move money at a later time frame from that deposit into a category
accounts mapped to "Shipping Charges", "Adjustment," "Shipping Cost," and "Discount" fields
I wish we were allowed to choose which Chart of Account accounts were mapped to the "Shipping Charges" and "Adjustment" fields on Invoices and to the "Shipping Cost" and "Discount" fields on Bills. Currently all of these fields are hardcoded to either
Zoho Books PCI Certification - Stripe
Has anyone been able to achieve PCI compliance with Zoho books and Stripe as the payment gateway and merchant account provider? We have received notification directly from Stripe that Zoho has not completed their requirements in regards to being a service
Zoho Flow custom function to get the "reason" a Zoho Sign document was declined.
Hello, I need help creating a custom function in Zoho Flow to return the "reason" a Zoho Sign document was declined. Currently, when a Sign document is declined, the owner of the document is notified by email of the reason the document was declined, but
Problem with custom views of the Deals and Accounts Module
HI, From what I've seen, apparently it is not possible to sync a custom view of the Deals and Accounts module (which is exactly what I need). Do you know how can I solve this problem? Thank you in advance,
Opening Balance sales
Helo, How can i edit sales opening balance? I have migrated from wave to zohobooks last month. i have manually inputted other opening balances such as bank but can seem to do same for sales. i only see the opening balance in my Profit and loss .
Problem sending email - message is "Your Server does not support the Connection Encryption Type Specified"
For the past few days unable to send e:mails, using Microsoft Outlook on multiple computers. Error message " Your Server does not support the Connection Encryption Type Specified. No-one has changed any settings on machines. Any assistance would be appreciated.
Restaurer une sauvegarde Zoho CRM dans ... Zoho CRM
bonjour, commenter Restaurer une sauvegarde Zoho CRM dans ... Zoho CRM, lorsque je v dans configuration pour importer les fichiers de sauvegarde que je viens de faire on me propose de migrer des données que depuis un autre crm ??? merci
failed to create unattached service
failed to create unattached service Found! How do we need to solve it?
Bulk Schedule - With link shortener and queue
Hello, I normally schedule my posts manually by adding the hyperlink to a queue that I setup earlier. The hyperlink is shortened as well. Is it possible to bulk upload my posts, but - The Hyperlinks get shortened with Zurl - The posts get added to my queue (without having to set it up) Thanks,
Creator - Integrate with Zoho Subscriptions or direct with payment gateway?
Hi, I'm really interested to hear your experiences of setting up customer monthly billing (i.e. subscriptions) with Creator? As a relatively new user I've looked at 2 options... 1. Integrate Creator directly into a payment gateway. It looks like Creator
Zoho creator users
I have a basic zoho creator account currently with no additional users. I use this admin account to create and edit the app. However, I would also like to be able to use the app myself as a 'user'. Running the app as the admin is clumsy as it shows too
New Stage Overview
In my CRM Deals Module, there is a new Green Thumbs up and Red Thumbs down for Closing Won/Closing Lost. This is a new feature I have never seen before. Does this replace these two stages already on the Overview steps? Should I do modify my layout?
Comparar datos de un mes respecto el mes del año anterior.
Me gustaría comparar los datos de un mes en concreto respecto los datos del mismo mes del año anterior y cuando cambie el mes natural, automáticamente se actualice solo. Por ejemplo: Ahora me gustaría ver las ventas del mes de marzo respecto a las ventas
Filtro por fechas de diferentes tablas.
Hola, Me gustaría saber si en un gráfico tengo dos valores en el eje Y que provienen de diferentes hojas de datos ¿cómo puedo poner de filtro la misma fecha? El campo fecha está en cada una de las tablas de datos.
Synchronize Products from Zoho CRM with Zoho Desk
Hi, We have configured Zoho Desk for Customer Support and we would like to allow customers to specify the product while creating a ticket from the portal. We already maintaining 18000+ products in CRM and it will be dynamically updated every day. So we need the same list of products in Zoho Desk also. Whether there is any possibilities to sync the products from CRM to Zoho Desk? Thanks, Selvamuthukumar R
Can we arrange Deal stages in the order we want?
Hello, I want to create a report where I would like to rearrange the order of deal stages the way I want. When I tried it in CRM, it is automatically arranging and giving numbers based on that. What could be the solution for the same?
Workflow rule are not triggered by Webform?
Hi, Our webform "creates" new leads. And I have a workflow rule that is set to act upon creation of a lead. Works when I manually create a lead, but not on webform submission. Workflow rule are not triggered by Webform? Thanks
What happened to event calendar in connect?
prior to today, the events were all different colors under all events, the different colors were the different groups, now they are all blue. what happened?
Control Panel?
I cannot locate the control panel to access and manage user emails within my org.
Sync Quote in CRM with Zoho Sign
Hi guys, I create quotes in CRM and send them to my prospects. When they accept my quote - in other way of saying offers -, I write all these quote information to the contract and asking them to sign it via Zoho Sign. Here're the images: This is the
MX Record On VPS
I have a vps .. but I'm confused .. how to settings Zoho mx record on my vps? I use bind9 for my dns .. Ramya A.. Please Help Me ...
Print template issue with dropdown on form
I am trying to setup a print template based on a form that includes lookups to populate dropdown options in several fields. When I try to add these fields, the text "ID" is added instead of the expected field link. The issue is best explained by referring
Didn't get Multiple User Field in Creator using zoho.crm.getRecordById
Hello, i have a Custom Module in CRM with one User field and one MultiUser field. If i fetch the Data in Zoho Creator via zoho.crm.getRecordById, i get the User field, but not the MultiUser field. Need help with that. thanks Klaus Brandt
Zoho vault not saving settings and is signing out all the time
Hello, I recently installed Zoho onto my Chrome browser and imported my information from Lastpass. Every time I log into my computer after it's been shut down and I open chrome I need to provide my email and master password pressing the Zoho button in
Site can't be reached on our office network
https://support.digitaloptometrics.com/ Site can't be reached on our internal business network. Any ideas?
Zoho Desk Virtual Meetups: United States, August and September 2020
We hope that you and your family are safe and healthy. While COVID-19 may have forced us to take a hiatus from meeting in person, we'd still like to offer our user community opportunities for continuous learning through Zoho User Group (ZUG) Virtual meetups.
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