Landed costs and accounts
Hello, I need to allocate the landed cost from a logistic company to a vendor bill. 1- First I create a bill from the vendor, in his currency. With all imported articles. 2- Then, I create another bill from the logistic company, with my own currency One
Hiring pipeline improvements
Hello, 1) I notice that in the column (Posting title), you've added the job opening ID in addition to the name of the client and the job title. Is there a way to delete it from there as to me, this is not useful and it makes the cell bigger, and therefore the column longer. You have to scroll much more. 2) when a role appears in the Hiring Pipeline and still does not have any associated candidates, there is an icon (person with a +) to easily associate candidate who are already into the database.
Stacked Line Graph
It might be a great idea to allow stacked lines in Analytics. Currently, this option is only available in a bar and area graph.
Attach and Send File with Unbilled Charges
Hi There, We are a phone company and we bill customers for their long distance usage each month. Long distance is post-paid so we create a one-time add-on as an unbilled charge on the 1st of every month for the previous month's usage. Our system computes the total charges and creates a PDF with all of the long distance call records. This is the file we would like to attach so it is sent automatically on the next billing cycle. We use consolidated billing for all of our subscriptions so all bills
Zoho expense: ability to paste from clipboard into receipt area
You can currently only upload files into an Expense (specifically ones that came from/sync'd from online bank statement for Credit Card), and it would be immeasurably better if you could just paste files and or screenshots
Custom Function for using one Module to create another Module entry with Subform
Hello, I'm trying to set up a Custom Function to use one Module entry to create another Module entry. I know how to do this already but I'm needing to include Subform values in the new Module entry, and I'm not sure what the code would be for that. Here's the code I'm using: create = zoho.crm.createRecord("Example_Module_1",{"Name":module2name,"Location_by_Name":module2streetaddress,"GPS":module2gps,"No_of_Signs_Dropped":module2count}); "Location_by_Name", "GPS" and "No_of_Signs_Dropped" are all
Integration of Zoho People and Expense for submission of claims
Is there an option to integrate Zoho People with Zoho Expense for submission of travel expense? I am looking for an option where clicking of "Travel Expense" in People should redirect to Zoho Expense if integration is on. Additionally, it will be helpful if employee can view and select approved "Travel Request" submitted in People while submitting a claim in Zoho Expense.
offline location
I would like to get a location, latitude, and longitude in offline mode.
Send attachments
hello there, I have a form called invoice in which i add, for every record, an invoice number, the reason of this invoice, the amount, a file upload fieldin which i add the pdf of this invoice, and a flag field called "status" Every record has a different pdf file. I'd like to send, by clicking on a button, all these files that are not "sent" to an unique mail recipient (Always the same one) Could you help me pls? Thanks
Potential Usability Bug in Spam Folder User Interface
The 'Empty Spam' link appears only when selecting the 'Check All' checkbox when there is no effective dependency between these two. Perhaps if one really wants an intelligence you can hide this link if there are no contents in the spam folder. But making it dependent on the check box does not appear to be a valid usecase.
Access Zoho Books Api with CRM SDK access Token
Hello , Im currently trying to connect to our System to Zoho Books. and i figured that the access token from CRM is the same. I also edited the scope. but while trying with Postman I only got : { "code": 57, "message": "You are not authorized to perform this operation" } Can I use the CRM SDK access token ?
CRO hack #11: A checklist for crafting a high converting website poll
Running an on-site poll is an excellent way of learning exactly what your visitors expect when they browse your website—you're essentially creating a direct communication link between the two of you. Here's a checklist you can refer to while designing your next website poll to increase submissions: Try to keep the survey a short as possible. Use conditional logic to show/hide questions based on the visitors' responses. This way your poll is only as long as it needs to be. Never ask a question that
Journal Enteries In Contacts
Need to know how Journal Entry can be passed in contacts, suppose year end adjustments are to be made in contacts , zoho books doesn't allows to pass journal entries in contacts. Another thing suppose two contacts are need to adjusted against each other
My IG keeps disconnecting, and I can't reconnect because our FB page is one I don't have access too.
This is a bit convoluted, but our Business's FB page is owned under our founders personal FB account...not a business account. Is this why our IG is constantly disconnecting? How do I get around this?
Spotlight 6: Go global with multilingual microsites
Attendees are willing to travel for the right event. With great speakers, a relevant topic, and a killer venue in an interesting city, you could attract people from all around the world to participate. How do you increase the chances of that happening?
How to set up authorization in the application through social buttons?
How to set up authorization in the application through social buttons?
User registration and authorization
Hello. Is it possible to make registration and authorization a user in zoho creator? And where to store the user ID for receiving data in the entire application with it? For example, there are sessions on sites for this.
Poor Integration with CRM and Workdrive
The integration between ZohoCRM and Workdrive is terrible at best. I'm not sure why I can't select the option under a contact's name to create and share/invite the contact to upload documents to a folder. I should be able to create the folder under a contacts name and then invite them to interact with the folder. Workdrive itself is a work in progress and should not have been released in its current form. to share links with third parties the instructions from Zoho explain how to do it but not what
Sending an automated email with quote line items
Hi there, I would like to send an email with the quote product line items within the actual email, and I would like this to be automated. Is this possible? Surely there is a custom function we can write here? Thanks Michelle
Albacross and SalesIQ
Hi We really really REALLY need some connection between a reverse IP lookup service like Leadfeeder, Leadforensic, Albacross or Jumplead and SalesIQ This is the number one wish form many SalesIQ users (ClearBit is NOT an option price wise) If only Flow could match up Its from SalesIQ and Company Names from one of these Reverse IP apps we would be there.
Can i set the Default "Paid Through" setting to be our company card instead of petty cash?
Can i set the Default Paid Through setting to be our company card instead of petty cash? our employees do not have any petty cash. Just company cards.
How to remove words in footer
Hi, How to remove words in footer. Image attached
Embedded Form Layout - Changing the Styling
Hi, I am wondering if there is ANY possible way that the automated layout for 1 or 2 column forms that are embedded in a webpage can be changed. Due to the fact that the embed code uses an iFrame I am unable to style any of the elements via css (unlike the CRM embed code for WebForms). When using the 2 column layout and the iFrame code, regardless of the fact that I can specify label widths - these seem to be completely ignored when the iframe is generated. i.e. 1st column label html: <td class="zc-labelheader"
Instant sync from CRM cannot import date/time propery to Zoho Campaigns
Hello, We have problem with instant sync of leads from zoho crm to zoho campaigns. Date from CRM to Camapigns is imported as 12/31/1969 I made several tests, and they indicated that it is problem of instant sync. When I run one time sync of all leads, date is synced properly. Any idea how to solve that. Thank you in advance, Ivan
creator related view
Just spent alot of time with support. We have recently upgraded to creator 5 and we noticed a change in the way that the forms show within crm. Let me explain. We have a related list that shows in CRM contacts. It is linked to a specific creator view that shows data in a certain order. When we click on that view it is all great but within the related view it is reversed. We have been told this is the way it is but my staff are convinced before the upgrade the related view was as the chosen report.
im not receiving any emails
I have stopped receiving emails since June 27th. can you help me? I can send but not receive.
Zoho Crm with avaya Ip office Server edition R11
hello, I am a systems manager and networks in a company that wants to install Zoho Crm on Avaya Ip office R11.
I have read your documentation which is clear but I do not find it detailed enough.
I understand that we must download a sdk to install from the dev site avaya, which is not a problem.
however i would like to have more details regarding the overall operation of your adapter and i have several questions.
I never execute scripts on a production environment without knowing exactly what
Zoho CRM Hidden Element for WPForms and Zapier
Hi Community - we are using WPForms for our leads. We integrate WPForms to Zoho CRM via Zapier. How do I integrate the API script via Zapier? Any ideas would be greatly appreciated. Thanks!
Zoho App not working
I can not access the Zoho desk app at all on multiple devices. Is the system down?
Host not reachable o host no alcanable.
Buenas tardes: -Estamos presentando inconvenientes al enviar correos al dominio (goldfieldsperu.com.pe), el cual está atrazando nuestro trabajo, espero su apoyo para resolver este problema, adjunto imagen del rebote de los correos. Al aire libre
Document not saving
I entered a great deal of information on a spreadsheet and suddenly ZOHO showed 'working' with a spinning dial. Then it returned the sheet with only the first entry. Lost all my work. How to save while working to avoid this? Any way to retrieve a version?
MX records are not pointed to Zoho Mail issues
Hello, I have a free zoho email account and it was working fine with my registrar until recently that I stopped getting emails. My registrar is not very sophisticated and provides no support. I was able to log into their panel and you can only add DNS addresses, so I added the 3 mx records zoho suggests, but that is it. I then refreshed MX records in zoho panel and still not working. What am I doing wrong or do I now need a hosting service? Thanks
TLS Error message when sending via PHPMailer
Hi Any one able to help me out here, I have a simple form on a web site which I need the contents sent via email when a visitor fills in the details. I use PHPMailer usually to do this and have no issues with other sites or accounts, I recently came across ZOHO so decided to give it a try. Problem is that I get an error with the AUTH part of the SMTP as it requires the TLS communication before it will send. I have set SMTP port to 465. Has anyone had a similar problem, or know of an alternative
US$ Price list
Hi, We are evaluating Zoho subsriptions. Can we use US$ as the base currency? we are head quartered in India but our customers are mostly outside India. best regards Mukunth
sending failed: Reason 530 5.7.0 must issue a STARTTLS command first
have rechecked configurations servers are Windows Live Servers: pop3.live.com smtp.live.com any work around is acceptable. switching domain hosting is acceptable. need this working asap. thanks,
Tracking Trends over time in Reports / Dashboard?
Having a hard time wrapping my head around how I would track the amount of Open Deals I have over time. For example, if I generate a simple report showing me all Open Deals, I want a Component on a dashboard to display the amount of open deals there were, per day, for the last seven days. Am I missing something?
Use of Functions in a Summary View
I have a calculation that uses an "IF" that I would like to use. Unfortunately, the Formula feature in the Summary View does not permit the use of Functions. Why is that?
How to find the number of API units consumed?
I am testing the Zoho Analytics API and I want to know how many API units have been consumed till now. I am not able to find this information anywhere in the UI.
registration form validation.
I have a form where I do validation with jquery. when all fields are empty it works, if I fill up only one or two fields anywhere, it is not working as I expect, I guess there is a problem around submission, by clicking on submit button, it should not submit anything until one of the fields is empty. thank you, please help me, frank
More Permission Options
As of right we only have three Permission Options we can set for profiles: Read and Write All Read Only All Don't Show All I think it would be very beneficial if these could be more versatile. For example: • Don't Show (during Edit only) • Read Only (but can still be populated with functions) Maybe others have more ideas? Cheers!
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