Is it possible to hide the product list price and total on customer quotes?
I'm looking to hide the individual product list price and total on a quote and just have the subtotal and grand total. Is this possible?
Create Proposal button
Hi guys, as a complete Zoho novice but not in code and understanding many other software packages I need guidance on where to start, what step comes first: Example: 4 sales guys who specialise in different areas. (sales guy 1) enters a new lead makes contact and converts to Account & Customer. (sales guy 1) cannot write this particular Proposal, it's not in his field of area. But wants to send it to he three other colleagues who can. I want to create a button in Zoho that will do this. Basically
Bi-Lingual (English & French) Consultant Needed
Would anyone know of a consultant, fluent in English and French, to get my organization ramped up with Zoho to where we need to be?
Better Social Management in CRM
Every time I speak of better social profile management for my clients I am referred to the social module or the feed (that doesn't work if the profile email is different from the facebook profile) and that's it. The one thing holding me back to going Zoho full time with my accounts is the severe lack of 360-degree view of my accounts social profiles. We do digital marketing and social/reputation management. Its vital to find and view all social profiles for a lead and to easily access the same profiles
Using Fetch Fields for Subform
Hello All I am new to Zoho creator and I would like to Fetch some records from Form A to update both the Main Form B and the Subform. I am finding it difficult to get the subform to update with the information Can anyone help me please thanks Amanda
INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.5.1 Server IP XXX.XX.XX.XXX listed as abusive.
I'm not able to send emails to an @address that I have always been able to (as one of my business contacts) and am given the above error code. There have been no problems in the past, and I'm simply to replying business emails sent from the exact @address that sent me the message originally. I checked the Blacklist as well to no avail as they aren't listed. Now i effectively can't communicate with this business or anyone with an @address from them. Any suggestions?
Candidate Selection
When you are associating single candidates on the system during a search it takes you away from the page and you lose anyone who may have already ticked. Maybe a good idea would be have an assoaicte tab when you are looking at them and you can just click assoicate with the job or jobs you have clicked next too and they are added as Researched From Database and then you can move onto the next person. This would both help with researching candidates and also reduce doubel work.
Remove ss from Date/Time field
I am unclear on what the formula needs to be to remove the seconds :ss from a Date/Time field. This solution is unclear https://support.zoho.com/portal/zohocorp/ShowEntityInfo.do?module=Solutions&id=677280f03da271dd1f1cd9c6123cc8de&from=listView&showpage=DetailsView&&prevModule=Solutions&TO_INDEX=10&FROM_INDEX=1¤tOption=50&selectedDept=71d0ea6e5216eb98d3e3b1cbce495042&cvid=null&recordNum=3&ct=1358056144062&isload=true Can someone provide the correct formula expression please?
Tasks Linking to Events and Calendar
Hi, I'm guessing this gets asked a lot, but I just can't seem to find anything on it: When we schedule a task, how can we turn this into a calendar event where we can invite people? If not, can we link a task to an event? Is there a timeline on improving the calendar integration?
Directing discount in record payment window to specific different account
Currently If I add a discount for credit card charges it automatically goes into my Merch Card fees expense account. On large transactions (over $1000) I offer a 1% discount for payment by check. If I enter thet discount in the record payment window, bank charges, this discount expense applies to the Merch Card fees expense account. I wish to be able to direct that discount into a different expense account specifically for the discount for payment by check. I do not know until payment time how people
How to customize your subtotals in Zoho report?
I have a table something line this ID TotalFees AdminFees A 100 10 A 100 10 B 200 10 B 200 10 I need to generate a report (table view, pivot) something like below ID TotalFees A 200 SubTotal A 200 - 10 = 190 B 400 SubTotal B 400 - 10 = 390 Can someone help please
Tips and Tricks #02: Create stunning sales chart in a minute.
Hello! We're back again with another Show tip! Let's say your company's sales performance across various countries (Japan, Russia, Canada, India, and China) is measured for the first quarter of the year. Now, you decide to plot them on a pie chart to show
Cant seem to create account as keeps saying below message
I have more then 8 characters and stil dont work Special characters in password is less than the required length
Meet the Zoho Backstage team in London - October 2018
Hello everyone, We're all set to have our first London community meetup for Zoho Backstage on Tuesday, 2nd October, 2018. Join us to network with Zoho partners, product experts, and other Backstage users from the London user group. Share and learn from each other while our experts walk you through: The features in Zoho Backstage and how to use them to run your event successfully Effective and cost-efficient ways to market your event Creating a free event on Zoho Backstage Venue: Etc Venues
Webinar on "Impact of VAT on Advance Payments Received from Customers"
Join Mayank Sawhney, a VAT expert from the UAE, who will walk you through the impact of VAT on advance payments received from customers. This webinar will deal with the: Requirement to issue Tax Invoice for receipt of Advance Payments. Time period allowed for the issuance of Tax Invoice from the date of receipt of Advance Payment. Requirement to account for VAT on Unadjusted Advances as on the date of implementation of VAT. Accounting Treatment for recording Receipt of Advance Payments in Books
Receiving Null error while sending an e-mail in Zoho
Hi , I'm trying to send an e-mail from Zoho with my G-mail address. Everything in the parameters is correct; my g-mail is added and the e-mails I send from G-mail are linked to the client in Zoho. But when I'm trying to send an e-mail from Zoho itself; I get the "Null" error. My pasword for G-mail has been changed; I think that's the problem but I don't see where to update it ! Thanks in advance!
Primetime Group Video Chat: Can all users speak at once or just two?
I want everyone in a Primetime group video chat to be able to speak and have their video shown at the same time. is this limited to the presenter and one other person or can multiple/all users simultaneously be allowed to speak and have video shown? I realize that for a presentation or large group this would be chaos but i need easy informal video chat for a small group.
Can't verify domain
Hi, I tried to verify my domain from the Zoho mail after adding TXT/CName but all efforts proved abortive. Domain is clubly.io, please check for me. Thanks
Include a survey in my campaign
I would like to include a survey directly in my campaign.... Not only a link, but so that my survey actually appears in my campaign. It is only 2 small questions.... Is it possible ?
Account blocked despite deleting emails.
Hi there, My account was blocked because it reached the limit for free account. I've gone through and removed lots of old emails, but the quota is not updating and my account remains blocked. Please help! The account in question is the one I've used to sign in to the forums. Thanks, c
Power your Self-Service with Google Analytics
Analyzing metrics related to your Help Center is crucial to maintaining a good self-service system. It's important to keep your Knowledge Base updated with relevant content, that's helpful to your customers. The Knowledge Base Dashboard available in Zoho Desk gives you limited information about existing customer interactions; like page views, popular keywords, and keyword success ratio. This is where Google Analytics can help you out. Google Analytics provides a variety of tools for everything
Cant see email account control panel
Hello i had created few email addresses few months back, i could see all of them from settings from main account. i no longer see an option to access the aliases i had created for my org. from setting. can you please help?
Add note to Contact when Stripe payment is processed.
I am trying to configure Flow to add notes to contact files when a charge is processed in Stripe. (Amount, Date, Etc). "Add Note" doesn't work as you have to choose a specific contact. I need this Flow to work with all contacts as we charge all of out contacts through Stripe. So the workflow should fetch the contact via the unique email address in Stripe/CRM and then make the note. Any ideas?
Getting Error 412 when trying to log into Chase Bank through Zoho
When I try to add my Chase Bank account to Zoho, the login gives me a Error 412. I am able to log into my account normally through the Chase site, so the credentials are ok. Here is the message I get:
Join us for the Zoho Community Meetup in Switzerland
Hello Everyone! We’re excited to announce that the Zoho One Community Meet-up will be held in Switzerland this month. Don’t miss out on this opportunity to meet the core team behind Zoho One and connect with other users. Registration is free and is open now. We will discuss some of the new and upcoming features and functions of Zoho One. Our team of experts will share tips and tricks to help you get the most out of Zoho One. If you are curious to find out how you can run your entire business on the
Copy All Agents When Responding To A Ticket
Hello, We run a very small help desk with very low traffic so we have some days where agents do not log in. It is possible via a rule or macro (or something else?) to automatically copy an agent's response to a customer to all other agents during sending? Currently, our agents have to manually type the email addresses of other agents in the CC or BCC field to keep them in copy. Any help or pointers would be appreciated. Thanks, Keith
Different forms for different departments
Hi, We are beginning to evaluate Zoho desk and I have a few questions. First, can we have a separate input form for tickets added for different departments? For example, a generic IT helpdesk ticket would include product names, versoins, etc. whereas an HR ticket would include things like new hire name, supervisor name, etc. Can we trigger a workflow based on a category? For example, if someone enters an HR ticket for a new hire, I'd want it to go to IT for account creation, then properties
Email Template Editor - Button Suggestion
I noticed that only the text is clickable on the button once the email is sent. The colored button area is not clickable. In a medium where the point is to get them to click over to something, I think this would be an important feature to have. Not to mention it doesn't work how people normally think a button should function. I can do a workaround and make the button an image, but that kind of defeats the purpose of having an easily insertable/editable button. Thanks for your time.
exclude an account from statistics
is there a way to select a company that we don't want to have the times/etc included in the statistics? we have one account that we receive emails from that is more of an auditing alert and we don't need to respond as quickly but I don't want that bringing down our averages times for responding or resolution/
Event Show (Hide) extension in bottomland postition
Hi support team, Excuse me! Because I'm not good english. I'm buiding my Extensions. When I have incomming event, i want my extension auto showing. How can I do that. I read document and not solved problem. Please support me! Many thanks. Best Regards!
Say goodbye to typos from today!
Be it in a chat with the boss or among colleagues, we've all been there—embarrassing, mortifying typos. Though we try to pass it off as a joke, it still is embarrassing. As a good smooth fix for this, the Cliq team has brought in the much requested feature— editing a sent message! Yes, you will now be able to edit the messages you have sent in one-on-one chats, group chats and channels, across Cliq web application, desktop apps and mobile apps . Just hover on the message you want to edit, choose
New Features rolled out on Sept 19, 2018
New Advanced Summarizing Functions for Pivot Table Zoho Reports new supports the following advanced summarizing functions in Pivot Table to enhance the analytical ability. % of Row in Group - Displays the data in each cell as a percentage of the total value, of each row within a group. % of Column in Group - Displays the data in each cell as a percentage of the total value, of each column within a group. Lookup Value - Displays the data in each cell by fetching value from any of Previous/Next/First/Last
Integrate Zoho Meeting with Zoho CRM (as part of Zoho One)
I am current Zoho CRM user, trying out Zoho One. Is it possible to integrate Zoho Meeting with the CRM Calendar, allowing me to create Zoho Meeting Invites from the calendar?
ZOHO CRM integration
HI IS there any plan to integrate ZOHO crm so we can see the tasks in kanban like boards within Connect. Or any plan to upgrade the tasks/activities in CRM to look as pleasant to look at as Connect?
Mail Filter to Send As Attachment
Hi all, Setting up Mail Filters is a doddle. However, my problem is somewhat difficult. My scenario is, when I get an email from, let's say, billing@smithsons.com. I would like to set up a filter that would forward this email to accounts@myemail.com as an attachment. My question is, if the condition is met for a filter, could I send the email in question, as an attachment to another address? Cheers, Mo
How do I disable SLA notifications in the slack integration?
I have a slack channel setup to notify my team of new tickets created. Problem is that we had to set up an SLA for all tickets as a workaround to reporting on tickets for business hours only. Now that the SLA is up the channel for new ticket notifications has become useless as we get Escalation alert upon Escalation alert even though I've only got the option to notify for new tickets selected in the integration. How do I turn off SLA escalation notifications?
Multiple date format
Hi, I'm trying to import and keep in sync a database with Zoho reports. I have date times and date fields, the problem is that i can't specify more than one date format so only one is being picked up as date. Is there a way to set both to the correct date type? I found an anwser in these forums but is from 6 years ago, is there a way to do this now?
Recent deterioration in spam control
I have sent multiple example headers of emails that are not being quarantined despite my blacklist rules. Support has not responded. The domain crazedeals.co.za is in the domain black list. The rule for the blacklist is quarantine. But the email still is delivered to the user. Sometimes in the inbox, sometimes in the spam folder. It should be in the domain quarantine. Here is an example: Delivered-To: [USERS-EMAIL-REMOVED] Received-SPF: pass (zoho.com: domain of bounce.graphicmail.co.za designates
Invalid client Id error
Hello Team, Hope you are doing great ! We would like to inform you that we work on API and we get few things authentication token , client ID, secret key and grant token but after that when we try to get reresh token it show invalid client id error. Kindly let us know how we resolve this ASAP Thanks
Aggregate Columns in row groups
Hi! I have a question related with Pivot Views in Zoho Reports. Since is not possible to drop a custom Aggreate Column in Rows, is there any way to fill a "row column" as an Aggreate columns using the other row columns? Let me explain with the attached image. In the image, the last row column shows 300%. This is the summatory of the same column values. But this value is useless (percentage summatory), it would be nice to have there a real % caculated with "Total Net Price" and "Margin" row columns.
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