Payments Recieved - API Error (The amount entered is more than the balance due for the selected invoices.)
I would like to enquire regarding pushing payments to Books using API. We have this scenario where Invoice Amount to be Paid: $42.79 Actual Payment Received Amount: $42.80 Using your Payment API Endpoint (https://www.zoho.com/books/api/v3/#Customer-Payments_Create_a_payment)
Not able to Record TDS when Applying credits to offset an Invoice
Hi, I am a Landlord and I have rented out my building to a couple of Tenants. The life cycle of a client would be as follows - 1. They would give me 6 Months Rent as Security Deposit 2. I deposit the money into my account and create a Fixed Deposit.
Zoho CRM Integrating Google AdWords with zoho creator forms
Hi I would add to my forms created with Zoho Creator the Google Adwords tracking for Zoho CRM. I followed this guide https://www.zoho.com/crm/help/google-adwords/configure.html It's not clear where I can put the follow code in Zoho Creator forms: <input type = 'hidden' id = "zc_gad" name = "zc_gad" value = "" /> In the guide I have to put it in <form>...</form>, but I have not the entire code of form from Zoho Creator. Please could you help me? Thank you
Tax as line item but not reflected in total
See screenshot: the subtotal before tax (249.00) is the same as the total, despite there being a $14.09 tax charge. How can we make this tax reflected in the total?
Staying in the vendor
If I am looking at a particular vendor and I open one of their bills, when I close the bill it takes me to a list of bills for all vendors. It would be better if I were returned to the particular vendor I was is.
Potential amount to be automatically set by Zoho
In CRM, the Potential has an Amount of revenue, which in Zoho you must enter and update manually as your potential is refined. But in our case, we don't want to manage it manually. We would like it to be updated directly by the system, based on the Products (and units) associated with the Potential. Or to come from a selected Quote for the Potential. However, we have not found a way to do this. Salesforce and other CRMs can be configured in this way. We have seen others request this same functionality
Tiny Tip Tuesday #32
Response Bias in Surveys - V Over the past few months, we've discussed various kinds of response bias that are common in surveys. The last item in the series is the opposite of neutral responses: extreme responses. The tendency of respondents to choose
New in WorkDrive: Device management and app permissions
With the new Device Management feature in Zoho WorkDrive, Admins can now view and manage their team members' WorkDrive app-connected devices. This feature allows Admins to do the following: View connected devices Manage app permissions Disconnect devices,
Blueprint Transition - During Action - Request user input for fields from other modules.
Use case: A potential may have inventory records associated with it, such as a quote, a sales order, a purchase order, and invoice etc. Potential record as a stage field used for pipeline / forecasting etc. Likewise, other modules may also have a stage field in it to track the exact position of it in the sales cycle or any other business process. For e.g. Quotes may have a stage / status field with values such as “Draft”, “Draft Pending Approval”, “Sent” etc. Now when a Quote has been “Sent”, the
Move webinar - email template
where and how can I change the webinar postponement email template? Is this the standard template that cannot be changed
Is Subscriptions missing automatic billing after credit card updated on the 3rd retry attempt?
Zoho Subscriptions has Retry Settings that works in many cases. For example, if the payment fails, Zoho Subscriptions will send out the first failure notification and then give the customer X days to update their credit card before automatically trying
The worst customer experience ever from Zoho customer support
We have been using Zoho for some time. I used to recommend Zoho to others. We have ten (10) users, and we started to add 30 more users one by one. While adding one user due to poor design in user on-boarding. I have been on the chat and phone for hours. The response I get from support is someone will call you back. Summary for last five days of issues: 1. Reports missing activities. No response to my ticket. Fixed by deleting and recreating spent hours of my time. 2. The user when registering
Working with multple companies
Hi there. I'm working as a support agent for one company and I'm using my email to login into Zoho Desk. Now, I'm going to be hired by another different company also as an agent and they also use Zoho Desk, can I use my same email account to login on
Is there other options for Remote Access besides SAML?
Hi, our application is currently configured based off this document as described in this document, Remote Authentication - Zoho Desk Knowledgebase, to SSO users from our application to zoho Help Center homepage. Our application is not currently configured
Total an agent's time in Online status?
We can see how much time agents spent in calls, but we need something different: their total time spent in Online status. Can't find this anywhere in help or this forum! What are we missing?? And/or, are there standard reports for agent activity, or
Contact Import "stuck" on Scheduled
Hello, I have a few imports from .csv files which have been stuck as Scheduled for HOURS. It normally works for me without any issues. I have even done smaller imports after I did these and those went through. Just these larger ones seem to be the problem.
[Webinar] Introduction to Zoho Books & Migrating Accounting Systems
Hello folks! If you are new to Zoho Books and looking for a hands-on guide to getting around the product and migrating data from your old accounting software, we've got you covered. The Zoho team will be hosting a live webinar, Introduction to Zoho
Email Sequence
Hello! We have a bunch of leads we want to offer our services to. We want to send the 1st follow up email 5 days after the initial email was sent. And then send the 2nd follow up 1 week after the 1st follow up Can someone help me set this up?
Access associated accounts with a single COQL call
I have a module named "Online_Profiles", and another module named "Accounts". I am trying to make a COQL call to request data form various fields that are in the Accounts module based on a field that is in the Online_Profiles module. Accounts has a "associated
I can´t update field like Lead Status or tasks form Zoho Campaings to Zoho CRM
Good morning everyone!! I am trying to create a campaign for some customers and I would like it when they do click in a link actualized the Lead Status or create a task,. I try some man times but this doesn´t work How you can see in the past 2 pictures,
Attribute budget to specific users/teams
Hello there, Our company needs to attribute various budgets according to different users/teams. So far I didn't manage to have it done. I was told that it is not possible to do in Zoho expense. But I was also told that I might be able to attribute budgets
This Week in Zoho News - CRM Zen Show Episode 122
Click here to listen to the podcast. Zoho News Zoho Meeting Security Update You can no longer "Restart" an old meet by clicking on the old link. Going forward, meeting IDs will expire after use. This is a small but necessary update. I don't think it
Bigin email integration
Hi, My company and i have recently settled on using Bigin as our CRM/Pipeline system. We have a challenge however, where we would like to integrate our emails, in the following way; When an email is send/recieved in Outlook, from/to an email that is
Time Clock for logging hours
Does Projects have the ability to have a clock that can be clicked when I start working on a project, and then a stop clock. The results of which would be logged in as time / date worked on that project? It would be really inconvenient if the only way
Task List Templates - Why bother?
Am I missing something? I created a task list template... but when I go to use it it's missing some critical components.. Including adjusting the due dates to start and end according to the new supplied date, not to mention all of the dependencies and
Moving InspireXT Subscriptions to .COM domains
Hi, We have bought Zoho products for UK and India. I am told that due to some restriction, Indian bank account cannot be accessed from .EU domains unless we change owners. I also understood that we are hosted on .COM domain, then we can achieve what we
Convert hh: mm: ss (STRING) to second in Zoho Analytics
Hi, I have a variable of type STRING containing information hh: mm: ss, is there any formula to transform this STRING into seconds of type INT in Analytics?
Microsoft Dynamics CRM connector. Issues.
Hello. We are trying to establish connection with Microsoft Dynamics CRM and experienced issues. Our version is: Microsoft Dynamics 365 Version 1612 (8.2.5.4) (DB 8.2.5.4) on-premises. After entering of login credentials to Microsoft auth form we get
Searching records which has empty values in API v2
Hi, I want to search records where field value is empty/null using API V2 to include multiple criteria Is it possible in API v2 to search records which have a field with empty/null value? something like this: https://www.zohoapis.com/crm/v2/Leads/search?criteria=((Lead_Source:equals:null)) How do we filter the null values then? Thanks.
Not receiving mail from a contact form on site due to SMTP error
This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. The following address(es) failed: enquiries@holtonlodge.co.uk: SMTP error from
Indentation Shortcut for Desktop
It would be great to get an indentation shortcut for the Desktop App, such as Ctrl + [ and Ctrl + ]
Twilio Integration Doesn't Work
Could someone let me know when this is fixed? I've starred out my keys for privacy. It looks like a javascript bug in the console inspector.
T'is the season for joy - Happy Holidays with Zoho Recruit
Dear User, 2020 has been tough on many fronts. With the pandemic impacting life across, things came to a standstill, pushing us all into a remote work lifestyle. While we quickly adapted and transitioned But, we won't let it dampen our holiday spirit.
Outlook plug in hard coded to Internet Explorer
Hi, When I click a link in the outlook plug in for CRM it always tries to open the link in Internet Explorer, even though my default browser is Chrome. I even disabled Internet Explorer altogether in the Windows features and when I click the link nothing happens. I take it that this is hard coded in? Is there any way to get the links to work for a different browser or is there plans to be able to do this? Thanks Adrian
Happy Thanksgiving!
2020 is a year that none of us would forget. What started off as another year of opportunities and learning, perhaps transformed into a social setting that none of us could adapt into. Fast forward to today, most of us across the globe, have learnt to
What is the Projects hierarchy for non-development work?
I am a marketing manager attempting to use Zoho Projects to keep track of content creation, design, website, and campaign projects. I'd like to understand the hierarchy of the following components: - Project - Task - Subtask - Issue - Task list - Milestone
Mapping customer data by Indian Zip Code
I have a large customer base from India, and as part of their KYC, collect their zip codes. I would like to get a visual map of where my customer concentration is, and other customer related stats. Is it possible to use zip code to create a spatial
Display Devices
Some time ago when trying to sync, I received an error message which said that I had too many devices connected and asked that I delete one which I did. That cured the problem, but I'd like to check what devices I still have connected to allow me to control
Screen Resolution
Hello there, I'm new to Zoho, actually I just installed the trial version today... I ran some tests and I find the screen resolution a bit low, is there anyway I can increase the quality? I run a small graphic design company and sometimes I travel but still need to be able to access my work computer and do some work, but I need to see my full screen resolution in order to be able to design the best graphics possible. Please let me know, I'm currently a TeamViewer user and I'm planning on switching
I want to test some payment subscription with a test credit card from stripe
I have a test customer and place https://stripe.com/docs/testing#international-cards test credit card number to the Add New Card in subscription.zoho customer page. After I added, the test card was declined. Am I missing something?
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