Sales by Customer by Month
Hello, I need to generate a Sales by Customer report over a five month period with totals for each month. Is that possible? I don't see an option to total by month in the Sales by Customer report? See attached for an example of what I'm trying to do.
Zoho CRM connected with Sipgate VOIP
Hey there, we are using Zoho CRM and a VOIP webbased telekommuncation system called Sipgate. Is there a possibility to couple those systems? For example to open automatically the contact as soon as he is calling me. Or realizing a one click dial from
Ask the Experts #14: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We're hosting the online community event Ask the Experts #14 on 21 October 2020 between 05:00 AM - 10:00 AM PDT. If you've had any questions about the Zoho Analytics features or prefer to learn more, join the discussion with our product experts.
Auto-fill a text field to a quote on Zoho CRM?
Hi, How can I Auto-fill a text field to a quote on Zoho CRM? For example, the field 'Terms and Conditions', I wouldn't want the users to have to fill it out every time, we have a standard text for that field. How can I do that?
Issues in receiving emails from a form on my website.
Hello, I have a contact form on my 2 websites which visitors can use to contact me. I am using sendgrid, and everything worked fine until 2-3 weeks ago. Then messages from that form started going to the Spam folder, and some of them were apparently not
Linux installer file fails to download
Trying to install Notebook on Linux. The installer file fails to download either in Linux itself or in Mac OS. The message is "Failed" on Linux and "Server timed out" on MacOS. Is there another download location?
WFH Tip : 31 How to end chats handled by the Zobot?
Greetings from Zoho SalesIQ! Zoho SalesIQ's Zobot has been designed to handle conversations with your visitors in the absence of your operators. They can understand the intent of what the visitor says and respond contextually. To end a conversation when
Customer Reply not seen on Zoho Desk, but is seen in email id
When we reply to a customer after creating ticket, he gets the reply when he replies we do not see the customer's reply. We have to refer to the email id on which we get the reply. Thank you.
Radar for Zoho Desk Blocking Close Button
Please fix this issue.
Can we post a comment to a ticket using API?
Is it possible to post a comment to a ticket using API?
Searching by Lookup Field Stopped Working
Hello, I have code that has been working for years suddenly stop working a few days ago, around 2020-Dec-03. The lookup field used to have Field Name "HH ID", Deluge Name "HH_ID" and Field ID of "HH_ID_ID". Despite the awkwardness it worked for years.
Configuration - Zoho CRM / Xero Accounts link
Hi All, Understand that this question may have been asked multiple times before however I'm looking for some basic guidelines on how one would setup integration between the Zoho CRM / Xero applications. We'd be looking for it to serve the functions of
Zoho Mail - New login activity
Emails with this subject seem to occur when our ISP changes our IP address. Its most annoying since users get told "Your account user.name@domain.com was recently accessed via IMAP. The Time, IP and location details of the activity are available below:
How to deal with cash back from vendors
Hi Guys, Facing below problem, request help: I use a logistics service provider to ship my stuff. Services are pre-paid (done through recharge). Tax invoices are issued at month end as per usage and deductions from wallet and tax paid is claimed as input.
How to update a debit balance as opening balance in vendor account
How to update a debit balance as opening balance in vendor account,
Unable to locate inventory reports in report section
I'm unable to locate the inventory report in report section can anyone help. Even search option is unable to help me out.
moving expense to bill section
I have a ton of data added to expenses that should have been added to the bill section. Is there a way to convert the expenses to the bill section without re-typing it all.
Zoho inventory/Shopify integrate with Xero
hi I am currently using Zoho inventory to control my warehouse sales order/ invoice/ purchase orders to supplier. when i have sales in the warehouse, we create an invoice in zoho inventory and the updated qty is reflected in zoho, and then push sync to shopify. when i have a sale in shopify, this gets pushed over to zoho inventory as a sales order, which i will convert it to an invoice when the order has been shipped and fulfilled. i would like to know if there is an API for xero to sync to both
invalid client secret
It has been impossible to setup the zoho mail plugin due to the 'invalid client secret' error. There are many other posts where exactly the same problem is discussed in none there is an fix for this problem. I have already contacted you at support@zohomail.com with all the screenshots you require ( plugin screenshot, connected app screenshot and configure account screenshot) FYI, I have activated and deactivated the plugin several times and even reinstalled it. Client Id and secret have been carefully
Community Post - Why is it a ticket?
I am evaluating using Zoho Desk, but I am experiencing unexpected behaviour. Why when a user (not an agent) posts something in the Community section that it becomes a ticket? Have I not configured something correctly. Becoming a ticket, means I need to
Home Dashboard Graphs turned Orange
Hi, Recently the graphs / charts on our homepage have turned orange. It looks awful and we'd really like the multi-coloured charts back if possible. All orange is just not nice to look at, yet in the Reports module they're still multi-coloured! Thanks
Zoho Creator to Zoho CRM - Create new record with attachments
I am trying to create a new record in our CRM when a new record is created in Zoho Creator. This works well with simple fields, but I am having trouble figuring out how to pass out an attachment. link1 = "https://creatorexport.zoho.com/paulina108/dev-app/View_All_Visits/"; recordid = input.ID; link2 = "/patientAttachments&privatelink=9C2k9U29NCUwF7XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX"; attachmentURL = link1 + recordid + link2; I would then use this URL with zoho.crm.attachfiles as the file object along
Can ACH Payments to Vendors only be done using Forte?
I was reading another users poor experience with Forte and them charging additional fees after the fact for PCI compliance. Is Forte the only integration that can be used to make payments to vendors via ach, or are there other integrations in the works
No way to adjust an order after it is placed
When will we be able to adjust an order on the backend in case something was out of stock or there was a problem?
Integrate with MYOB
Hello There! I can see all the integration with accounting software, but is that can integrate with MYOB? hope you reply soon
Zoho Mail API sends messages as 'info' instead of the real sender name.
Hi, When I try to send an email using the API it sends well but the sender name is 'info' but when I send directly from mail.zoho.com it sends using the exact nickname I want. WHY? Thanks
Zoho Connect - Zoho One - what's included
Hi, What is the licence type of zoho connect that is included in zoho one? How many extrnal guests can one invite etc?
On New Record in Zoho People not handling text values correctly
Create a Flow set to trigger on New Record in a Zoho People form. (Noticed that this seems to auto-create a Webhook in Zoho People that handles this trigger) The Flow triggers correctly when a new People record is created, but one of the fields being
Why can't I create today's task?
I can't select today in "Due date" calendar.
Counting the Open Deals / Opportunities Attached to your Accounts
The follow code will help you Count the Open Opportunities connected to your Accounts. You need to use Custom Function under setting then follow the steps below: Create a new field in the Accounts Module such a Open Deals. Use Number type. Check the API Name given by Zoho CRM for that field. This is under Settings, API, then switch to API Names and locate the module then field name. The API names will be displayed. Open Deals will properly be called Open_Deals but you need to always check. Create
UpdateRelatedRecords Method in CRM custom function
Hi everyone, I am trying to use UpdateRelatedRecords method inside custom function in CRM and I keep getting message errors.Can someone please check what I am doing wrong here. Here is the piece of code: mp=map(); mp.put("authtoken","exxxxxxxxxxxxxxxxxxxxxxxxx");
Online donations: Encourage your audience to give back this holiday season
Hello fellow form builders, The holiday season isn't just about shopping and festivities. There's a special zeal to give back to the community as a gesture of gratitude. While donation boxes are still around, many businesses are focused on their online
Recover deleted emails from trash
Hello, I accidently deleted an important Mail from my customer from the trash (or spam, i'm not sure) Can you please recover the spam and trash folder of my mail account for the last days? Thank you very much O. Jung post@digitalisierungsprofis.de
Workflow & function to update secondary email field based on a contact lookup in a custom module
Hi everyone, I'm new to writing functions so I need some help. I have created a custom module with the display name of "License manager" Module Name "CustomModule1" I have a contact lookup field in this module and I would like to create a function that
Zoho Recruit Product Updates - December 2020
We've brought in the following updates along with a couple of improvements to Zoho Recruit this week. Read on to know more. #1 Apply with Seek (Beta): Zoho Recruit’s integration with Seek makes it easy for you to get your job openings in front of millions
ZOHO BOOKS - importation and exportation features - working with MS Excel or Zoho Sheet extensions
Do you intend to improve ther working with MS Excel or Zoho Sheet extensions to import and export files from and to Zoho Books. It is much more easier to work with this files instead of csv files. Other issue: is it possible to enter new data and save when we are using the Zoho Sheet View? Thanks! Best, Renato
Is there a way to manually apply a blueprint to a ticket which isn't controlled by a blueprint?
One of our agents did manually create a ticket on the helpdesk department because the customer did contact him directly over his personal email. The manually created ticket somehow didn't trigger the default blueprint and the agent did not become aware
How to customize product details on invoices and sales orders?
We have the need include a custom field for weight of the products, related to the quantity. How can I include this field in the product details when creating invoices or sales orders?
Can I POST file content with invokeURL to a webhook?
Hi, As in the docs is not very specific of posting file upload to external webhook with invokeURL. Am I able to send the file content of a file attachment from a Creator form to an external webhook with POST request? Thanks
Bookings Custom URL
Hello, My Website - presymec.com I am trying to get Bookings on Custom URL, booking.presymec.com It did verify but it is not working i guess. Says 403 Forbidden https://prnt.sc/vv3zj6 Can someone please help me out in this!
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