How to size a QR image in a report PDF?
I've created a report template for a client record which has a QR code field. I've tried inserting the field into a paragraph element and also as a field element that I have resized. The QR code is shown at the same, large size on the page either way.
Creating a report for a subform child record and show parent data
I have a Client form (Name, Address) under which I can add a child Appointment (Date, Time, Location, SalesRep) in a subform. Now I want to set up a report where I can view an Appointment and send it to a Sales rep for their records. I want to automatically
Leistungsdatum in Rechnungen (Zoho Books)
Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks
Tip #73 - Exploring Technician Console: Diagnostics - 'Insider Insights'
Hello Zoho Assist Community! Say you're remotely supporting a client whose machine is behaving erratically. Applications are freezing, services keep stopping on their own, and the user has no idea what's going wrong under the hood. You need to dig deeper,
A way to create kits (groups of items) that do not require bundling and are added to an order as the individual items
We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group of
How to prevent users from switching price lists in an order?
Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, other
Invoice emails repeatedly "Bounced back" from perfectly good email address of clients.
Hi For a couple of months now I am getting tens of invoice email invoices "bounced back" from perfectly sound email addresses when they are sent via Zoho Books. (see attached or an example) (the common theme seems to be that the emails are going to either
Paying a credit card
When you move money from your operating account to the credit card account to pay the balance does you select "Pay Credit Card" or "Transfer". Doers it matter? Also I seem to be doing transfers and sometimes I get a list of possible matches and I select
Proforma Invoice
Is there an option to create proforma and advance invoices in professional
Restrict Ticket Movement to Specific Departments in Zoho Desk
Hello Zoho Desk Team, Greetings, and hope you are doing well. We would like to submit a feature request regarding the ability to control ticket movement between departments in Zoho Desk. Current Limitation: At present, Zoho Desk allows agents to move
Bounced Contacts
We recently started using Zoho and hadn’t sent out campaigns in quite some time. With our first campaign, we saw a high number of bounce backs, which we expected due to the age of some contacts in our database. After doing some research, I understood
DYK 5 - Soft and Hard Links in Task Dependency
Did You Know you can manage dependent task schedules with Zoho Projects? In a project, some tasks are linked while others progress on their own. When a task is hard linked to another, its schedule is automatically adjusted when the predecessor moves.
No Ability to Rename Record Template PDFs in SendMail Task
As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and
Global/Overall Reports & Dashboards in Zoho Sprints
Hi, Do we have an option to refer Global Level Reports & Dashboards in Zoho Sprints? We could see that we have Project specific Reports & Dashboards inside every Project. However, for a management level we want Reports & Dashboards visibility at a Global
Direct URL to "View Record"
I would like to create a button (Deluge Script) to jump to the "view record" without passing by the record menu, but I can not aford to find the right url. I don't want the "view record" as a single page. I want the "view record" in the application like the picture below: Thanks in advance for your help
Zoho recruit's blueprint configuration is not functioning as mapped
Current Status: Zoho Blueprint is not functioning as configured. Issue: We are moving a Candidate status in Zoho Recruit "for active file" but we encountered: "Status cannot be changed for records involved in Blueprint." This happens to various client
Interview Notes and Feedback
We hold panel interviews and would like an option for all panel members to leave independent interview feedback and notes. At present, we can only see an option for a single person to do that. Is there a way multiple people can leave centralised feedback
site24x7
regards the "www.site24x7.com" service is included in the service of zoho one If included please enable it in my zoho one service Thank you
UK MTD -- do we really need to map accounts every time we finalise a quarterly report?
Hi, I've been using Books for years as a sole trader in the UK and been very happy with it overall. I was expecting that their implementation of features for MTD was going to be seamless and helpful. Unfortunately, it seems very bare bones and unclear.
How do I remove a data source from Zoho Analytics?
I am unable to find a delte option on a datasource that i put in the system as an error. On teh web it refers to a setup icon but I do not see that on my interface?
Zoho Calendar Appointment Booking
Hello, Community! We've all been there — the endless "Does Tuesday work?" → "How about 3pm?" → "Actually, can we do Thursday?" loop. Not anymore. Stop playing scheduling tag. Let your Calendar do it. Zoho Calendar's new Appointment Booking feature hands
Integrating Custom Zia Agents with Bigin
Hello Biginners! With the introduction of Zoho's Zia Agents, automation in Bigin has moved beyond predefined rules into something much more dynamic and intelligent. Instead of building rigid workflows, you can now create custom Zia Agents that understand
Consider Making Printing Easier (UI)
I'm using Zoho Analytics in much the way that it was intended when it was "Zoho Reports" - as a way to pull together information across several apps in the ecosystem. I have a dashboard that I need to run each week for every employee (change the filter
Introducing Built-in Telephony in Zoho Recruit
We’re excited to introduce Built-in Telephony in Zoho Recruit, designed to make recruiter–candidate communication faster, simpler, and fully traceable. These capabilities help you reduce app switching, handle inbound calls efficiently, and keep every
Allowed IP Addresses: Manage where users access your organization's email from
Securing organizational email takes more than strong passwords and multi-factor authentication. The location from which a user signs in is just as important as the credentials they use, especially when the account holds sensitive business information.
How to set up on-demand badge printing?
Hello, on the introduction page (https://www.zoho.com/backstage/check-in-and-badging.html), it is stated that on-demand badge printing is possible, i.e. printing the corresponding badge after check in via scanning the attendee's QR code. How can I set
Enhance Barcode/QR Code scanner with bulk scanning or continuously scanning
Dear Zoho Creator, As we all know, after each scan, the scanning frame closes. Imagine having 100 items; we would need to tap 100 times and wait roughly 1 second each time for the scanning frame to reopen on mobile web. It's not just about wasting time;
Block opening tickets vía email DESK
Hello, I want to block the functionality of opening tickets when someone send an email to our support email address. Actually everybody in the world can open a ticket in our systen just sending an email to our support email address I don´t want this feature!!!!
Autocomplete by email address
Hi, Is it possible to add contacts via autocomplete using the email address? I have tried a number of contact option variations and cannot seem to get it to work, having this as an option would speed up composing an email greatly. thanks Ben
Subscriptions for service call
So we install products and we want to offer a service contract for the customers yearly service calls to be billed monthly. So ideally at some point we want to email them a quote for their needs. WE will choice it our end based on the equipment. It would
PHPMailer "Connection refused (111)" Error Despite Outbound Ports Being Open
Hello everyone, I'm trying to send emails via Zoho SMTP using PHPMailer on my shared hosting environment. I've tried both port 465 (ssl) and 587 (tls), and I even added SMTPOptions to bypass SSL verification just in case it was an SSL certificate issue.
email address autocomplete
Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. Thanks
What happens to my current site SEO if i opt for zoho creator?
I have an existing website and I need to use Zoho creators for the rapid creation of my webpage creation. Currently, my IT team is creating the web pages, but I am concerned about the SEO of my current website if I shift to zoho will i loose it all?
Big Time HELP
I am old, disabled and need to speak to a person. I needed to use a service to copy my zoom contacts to. I think I signed up for a security service, which I do not need. I don't know enough to choose from your many lists or how to see what I have and
#4 Setting Up Your Client the Right Way
Creating invoices without properly setting up the customer can quickly lead to several inconsistencies, such as duplicate records, missing billing details, and poor customer management. This becomes even more important for businesses that use a connected
Functionality based URL to find records due today or in the next week
I need to construct a URL to filter a view to records where the evaluation is due soon (i.e. in the next 7 days). To me, that includes today, but Zoho has a different opinion. Zoho defines 39 as NEXT_7_DAYS but this gives unexpected results. https://creatorapp.zoho.eu/...#Report:My_Evaluations?Evaluation_due_by_op=39
Email Parameter in Create Lead API
In the Create Lead API , the email parameter as mandatory. This is creating issues because many leads only have mobile numbers and no email address. This is especially a problem for businesses focusing on WhatsApp marketing in Zoho Marketing Automation,
Automatic Email Alerts for Errors in Zoho Creator Logs
Hello, We would like to request a feature enhancement in Zoho Creator regarding error notifications. Currently, Zoho Creator allows users to view logs and errors for each application by navigating to Zoho Creator > Operations > Logs. However, there is
Improve Zoho Vault search
Hello, we started using Zoho Vault and we really appreciate the app. At the moment, when searching passwords, the search query only targets the password name. I think having the query search among Name, User name, URL, Notes and Tag would be a better
Ask the Experts 29: Knowledge Base, Community, and AI for smarter user education
Hi Everyone, Welcome to Ask the Experts (ATE) 29, a live panel discussion. After the engaging text-based discussions in ATE 27 on onboarding and managing agents and ATE 28 on handling customer support with AI, we’re bringing you the next round of ATE
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