How can I add a serial in zBooks if I do not have the BILL but I have the item and packing slip with serial
So my warehouse receive in Stock (in zInventory) by selecting "Receive All" on the PO. BUT... My accounts team have not received a BILL so we can't ADD a serial number because SERIALS can only be added on BILLs. However... My accounts team using zBooks can't convert the PO into a BILL because the PO was created in zInventory (so says zSupport email to me) So... We want to invoice an item which shows stock of one BUT... I can't invoice because I don't have a serial number against the item so my Accounts
Actual projects within Books not related/synced with Projects
We're finding it difficult to wrap our minds around the methodology of why the project tracking in Zoho Books is not synced/part of/related to the Zoho Projects app. The Projects app is so much more robust: Milestones, Task List, etc. (not avail in the Books projects section) are very helpful for clients to see and collaborate on. Any idea if this is on the roadmap to link these two apps? Any suggestions on ways around having to get clients to "log in to view your estimates/invoices/projects/tasks
Importing data from Zoho to Solarwinds Web Help Desk
I need to know how to extract our information from Zoho Help Desk so I can import it in to Solarwinds Web Help Desk. Does anyone have experience with this or may be able to provide some direction? Thanks in advance.
Sharing secure notes with Vault
HI, I'm wondering how I can share secure notes with someone (mostly other admins) over Vault. How is it possible? If not, what other secured sharing would be possible? Thanks
Import "solutions" in bulk for Zoho Support?
Hi, We're migrating to Z Support from another system, and we have a CSV/Excel file with all our frequently asked questions ("solutions" in ZS). There must be a way to import all of these at once, right? There are hundreds, and I dread entering them individually.
Tip #15: Align your text accurately by setting your own tab stops
Ever been in a situation when you almost had a panic attack after seeing how your document content has been completely misaligned while on printing? I think we all have. That's why in today's tip, I'm going to talk about how you can use your own Tab Stops
Transfer account from zoho.com to zoho.eu
Hi, is it possible to transfer my data from zoho.com to zoho.eu ?
Zia for Zoho CRM
From watching Zoholics videos, I though Zia would intelligently answer chat questions based on keywords. I chatted with support and they mentioned that for Zia to answer questions, we need to pre configure it with questions from the setup page. If that is the case, it would be better to run reports that pre configure Zia with tons of questions. I really thought that Zia was an intelligent AI that can answer chat questions based on keywords without any need for configuration.
Workaround for discount issues in Quotes?
Like every business imaginable, we offer discounts to our customers. The Quote form enables you to add a line item discount using either a flat discount or a % discount (which then automatically calculates the discount amount). Wonderful. However, Quotes does not automatically calculate the total discount under Sub Total by adding all of the line item discounts. In addition, when exporting the Quote to PDF, there is no way to show the line item discounts (either by their dollar amount or %). Quotes
Ability to share ratings and reviews to candidate portal, employee portal(Zoho people), client portal and vendor portal
It will be nice if there is an option to have the candidate look at his ratings and reviews from the candidate portal. Also once the employee or contractor joins they might be looking for a next client. It will be good if feedback can be shared seamlessly. Candidates not hearing back is a major reason why they won't apply to the jobs at company. Will be nice if they can have that feature in candidate portal
Add sections as tabs inside candidates module and other module
It will be good to have option to make tabular sections and other new sections added as tabs with in the module instead of scrolling down every time. Also if the tabs can display color (for example) for the mandatory data that has not been completed
How do I import tickets which are currently at JitBit helpdesk into Zoha?
We have to import all our tickets from JitBit helpdesk into Zoha; currently all of our tickets are segragated under differnt categories as well as they all are having chatting and comment posted by clients as well as by developers. They also are updated with status as the ticket progressed. Is there a solution for this such that we can import all our tickets which are currently at JitBit helpdesk into Zoha, along with entire ticket thread as well as current ticket status? Will there be any specific
Zoho CRM to Zoho Campaigns filter using Contact and Account fields
I'm new to Zoho CRM and Zoho Campaigns, headed over from the Mailchimp world. Question for you experts .. Is there a way to use both Contact & Account fields in Zoho CRM to create a mailing list in Zoho Campaigns? The Contact Sync feature only seem to allow for Contact fields to be used as filter criteria. I'm trying to pull together a mailing list of all Contacts belonging to Accounts with a certain Status (Status is a custom field against each Account - example values are Fit, Repeat Customer,
Are Smart Cards saved from web clipper working as intended right now?
Hi, I just discovered your app this morning, while searching for some alternative to a bookmark manager. I downloaded the web clipper for Firefox and tried to save some links to my notebook, by clicking the "Create Link Card" button on the add-on, which generated these on my notebook: Is this how it is intended to work? Just the url on a default image? The feature page for "Smart Cards" led me to believe it would at least store it with the page title and a main image. Also, the youtube one is the
Leads are not showing up.
Leads that are created when a new user fills out our registrations are no longer showing up in today's leads, lead lists, or even when we search for them by email address or name. The only place we can see them is in the audit trail. all leads view- still not there Please advise
Adding the Sales Notes field to the layout
When I edit the fields to shwo on my Leads tab I can see all the other fields e.g Lead Source etc but the one I really need to see - the Notes field does not show in the 'edit Tabular View' so I can't see it at a glance on the client Tab View - I'm very new to this so please excuse my very rough terminology! If you see the image I show then that hopefully will explain the question I am asking - I am sure I'm missing a trick here! Manyt hanks all who may pay attention to this in advance.
Update Quote stage when email are send
Hi Just finished some Custom Functions for updating various records in CRM but stuck on this last one. We are using the built in button to send a PDF of Quotes based on a template I can however not find a way to update the Quote Stage automatically to
Formula
Hello Im trying to use a formule in a module from zoho CRM to calculate the profit from a trip. The trip profit is the client cost - hotel cost - transfer cost. The formula I am using is the following: Tonumber(${Itineraries.Cost to Client}-${Itineraries.Lodge Cost}-${Itineraries.Travel Costs}-${Itineraries.Additional Costs}) This doesn't seems to work as nothing is being calculated and the field just remains empty even after I have added all the number for this calculation. any help as to the correct
ユーザー（社員）向けマニュアルについて
現在60ライセンスを利用しているZohoONEユーザーです。 ユーザー（社員）向けマニュアルについて質問と要望です。 ZohoCRMの管理者パネルからアカウントを追加した際に、招待されたユーザー側に表示される画面やログイン方法などの手順を記載したマニュアルを作成しようと、Zohoが用意しているマニュアル参照していますが、管理者側のものはありますが、ユーザー側の手順を記載したものが見当たりません。 ユーザー向けのマニュアルって皆さんどうされていますでしょうか？ 自社用にカスタマイズした機能については別途作成していますが、上記のような基本的な動作については既存のマニュアルで流用できればありがたいと思います。 ZohoONEに招待されてからサインイン・セキュリティ設定（2段階認証等）・ZohoCRMへのログイン等、ユーザー側が最初に行う手順について、記載されているマニュアル等ありましたら共有いただけませんでしょうか？なければ、上記一連の手順のユーザー側の画面キャプチャ等ありましたら共有いただければありがたいです。
Contract Management
I would like to know if among Zoho's products there is module to manage contracts. The key requirements I am looking for are: (1) to have ability to create contract template (add new fields), (2) to customize contract flow (3 or 4 confirmation steps with providing rights to accept or reject contract), and (3) to attach documents. Does Zoho offer anything like this? Thanks in advance Gvantsa Kvlividze
ZOHO-One not as useful as one might think (for "Solo-preneurs")!
For single accounts it is not possible to collaborate with free-lancers, or clients on projects (or other ZOHO modules that are included in the ZOHO-One bundle). This is a statement by ZOHO: Based on this we can proceed with the licensing of 1 employee for your company, however please note that a single Zoho One license will give you access to only yourself for all Zoho Apps. So if you need any other person apart from yourself to access any Zoho Apps within your Zoho One account, then you will also
Using RingCentral with the zohoCRM iPhone & iPad app
I have moved my business over to using RingCentral as our main phone service strictly because of it's "Premier" Integration with ZohoCRM. After buying my team LTE enabled iPads to use in the field (figure its cheaper than adding new phones and cellphone lines) I have found that the app doesn't seem to integrate at all with RingCentral. I was hoping we would be able to call out of zoho and see who is calling if they are calling in. I am now stuck with 2 stand alone apps that won't even share contacts
Bcc in Templates
Is there a way to include a Bcc on different templates? (each template would be bcc'ing a different colleague).
CRM Sales Order
Hi Support, I need to add an 18% service charge to taxable product items on the CRM Sales Order as well as the sales tax. What is the best way to do this? Thank you in advance for your help. Pam
Zoho One Groups
What is the difference between Zoho One Group and Zoho CRM Group?
How can i remove specific application like ZOHO Desk from ZOHO one ?
Hi i am unable to access zoho desk. and "404 page not found" error display on screen while try to access the app. so i want to remove it and re-install/add it to my account .
do resumes uploaded via API go through the parsing engine?
The majority of our applications come through our custom API integration and seems like rarely/ever does tabular data for Experience & Education get parsed. I'm wondering if resumes go through parsing with that method or if parsing only applies to candidate records created by other methods? Thanks!
API version 1 Fail from 21th may
Hello, I have a problem with the operation of the API, since May 21 I can not make queries or update users. By making a POST to get a user by email, the response obtained is an HTML page instead of the XML. The strange thing is that by copying the URL and executing it in the browser, it returns an attach with the XML file ok. My programming code was working for two years, and here is: WebRequest request = WebRequest.Create(url); request.Method = "POST"; byte[] byteArray =
Crowdfunding
Please tell me we want create Crowdfunding system. Can we set up crowdfunding using by zoho apps? For example zoho sites and zoho sign? Any ideas or still using by zoho apps, we want. Thanks a lot.
Zoho CRM using click to call with Vonage
We currently use Zoho CRM with Vonage Web based PBX and the click to call function is no longer working properly using Vonages Vocalocity product. Can Zoho Phonebrdge help us?
Integrate Zoho with voice based applications google assitant, Microsoft Cortona and Apple Siri
Are there any plans for Zoho to with voice based applications google assistant, Microsoft Cortona and Apple Siri? Sudheer
Click to call action not working
Hi, We are using zoho since one week. We have a major issue : all the click to call boutons are not working. We are using "Skype for Business" (the executable is lync.exe and not skype.exe). And I cannot understand why you are using this protocol in Zoho : "skype:0000000000?call" ?? Why are you NOT using the worldwide used terms "call:000000" or "dial:0000000" ? It's crazy, even with skype for business (again skype for business using lync not skype) we cannot use this basic fonctionnaly ? Why not
Zoho CRM Embedded JS SDK
I am super excited that our Telephony widget has finally made its way to the main app, and no longer requires accessing it from 'crmplugins.zoho.com'. Thanks Zoho Developer Team. On to my questions, first, our telephony widget has been working great for nearly a year now I think, and I am planning to update the Embedded JS SDK version to 1.0 but was wondering if there are any breaking changes I need to be aware of? Second, I was hoping to start logging the outgoing calls and SMS and was wondering
How do we get the Report generated of the Forms which are submitted for the Apporval
How do we get the Report generated of the Forms which are submitted for the Apporval. I have created approval Process. i wanted to create a Report stating these approved and these are pending ...kindly let me know
Record Visibility in Customer Portal with Hierarchy
Hi, I had develop an order management apps with customer portal. Our customer has hierarchy i.e: Company A with Agent A1,A2,A3 and Company B with Agent B1,B2,B3. Please refer to attachment for the overview. Record entry is via API, customer portal apps or sometimes record is entered by our staff (zoho user) on behalf of agent via apps. Every record will always refer to a specific Company and Agent via record lookup and customer portal lookup (zoho.loginuserid). Hence an order form will have 2 record
PBX Mexico CRM Integration
Hi, Do you know any PBX service on Mexico that can be easily integrated with Zoho CRM? Thanks.
not receiving emails
A while back, I realized I'm not getting emails!
Can't cc additional contact when sending invoice. Why?
I am trying to send an invoice to my client but also want to CC their boss. I do have both persons in my contacts but for some reason when I start typing the boss' email into the CC field, it doesn't give me the suggestion as it normally does. Is this
account blocked
I have been trying to unblock my account anamaria@riograndeescuela.com but it is impossible. I already erased a lot of mails and the I check the enabled mail hosting. Here I send the report
Problmen with nodemailer
I have a problem integrating zoho with Nodemailer: let transporter = nodemailer.createTransport({ hostname: 'smtp.zoho.com', secure: true, port: 465, auth: { user: 'email@ mydomain.email', pass: 'pass for app' } }); I'm getting always the same error and I try with smtp.zoho.eu too I don't know what it's happening. Error: queryA EREFUSED localhost
at QueryReqWrap.onresolve [as oncomplete] (dns.js:213:19)
errno: 'EREFUSED',
code: 'EDNS',
syscall: 'queryA',
hostname: 'smpt.zoho.com',
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