COGS not shown in P&L
Hello, my name is Lucas. I have a wholesale phone case company. I import products from China to my country. The issue I was havaing is to have my Cost Of Good Solds in P&L, because when I run the report they only show me how much I spend in goods, shipping
Importing (Customers & Vendors )
hi zoho team , how can i add opening balance date for vendors and customers if i got new system but i want record transaction with last 3 months. i tried to import or add the customer manually but opening balance start with this month thanks
How to Maintain Column Order When Exporting DataSets from DataPrep
I have a daily scheduled export of a Dataset that absolutely must maintain a consistent column order. However, I'm finding that the exported column order changes from time to time which breaks the pipeline upstream. Is there some method of ensuring that
Marketer's Space: Smarter Marketing with CRM Integration
Hello Marketers! Welcome back to another deep dive into smart marketing strategies at Marketers' Space! Today, we’re kicking off an exciting series focused on how Zoho CRM and Zoho Marketing Automation (ZMA) when integrated can transform your marketing
Zoho Payroll: Product Updates | October 2024
October is here, and so are the latest Zoho Payroll updates.This month, we’ve rolled out features that simplify your processes and provide valuable insights—so you can focus on growing your business, not just running it. Quarterly Pay Schedule: Make paying
Power of Automation: Streamline Deal creation in Zoho CRM automatically when a Project is created in Zoho Projects.
Hello Everyone, Here we are again with another requirement that was fulfilled utilizing the Project Custom Functions. A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger
Unlocking customer insights everywhere: Voice of the Customer (VoC) feature is now open to all
We are pleased to inform you that our Voice of the Customer (VoC) feature is now available for public access. This marks a significant milestone in our journey to provide solutions for understanding and analyzing customer feedback. If you are hearing
How to transfer uploaded file from one module to another
Hi there, I have made it so that when an enquiry is created, an estimate will be created using workflow. I want to be able to copy the file uploaded from enquiry to estimate module is there a way to do so? Enquiry estimate Moderation Update: We are locking
Add Headlines/Paragraphs/Text to Layouts
It would be extremely beneficial if we could create Headlines, Paragraphs, or other Text in module Layouts (specifically leads and deals). This would be extremely helpful with written instructions for the users, such as outlining a qualification process
SOC1 Bridge Letter
Hi, Can you please provide a bridge letter cover periods 12/1/2023-2/29/2024 for Soc1 compliance report? Thanks!
Page variable do not show decimals
I have a variable in a page for a currency amount. The original data is from a form in currency with 2 decimals, and the page variable is indeed a decimal type. But the decimals do not show in the page. The script is : input.FactureDecimal = Administration[Courriel_client
【Zoho CRM】入力規則機能に関するアップデートのお知らせ
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 「CRM アップデート情報」の中から入力規則機能に関するアップデートのお知らせをご紹介します。 今回のアップデートでは入力規則機能に新たな設定オプションが追加され、以下が可能になりました。 項目を検証してから保存 注意メッセージの表示／確認後にデータを保存 エラーメッセージの表示場所の指定 以下より詳細を確認していきましょう。 1. 項目を検証してから保存 アップデート前： 「保存する」ボタンをクリックしたときのみ項目の検証が可能でした。
Cannot edit some items, get error that transaction has been reconciled
Im posting this here as i hope someone knows how to handle, as i opened a few suppport tickets with no clear response what to do. We have some items that we have to edit the beginning balance or value on. These are items with no associated transactions
Add a Report Standard Filter that isn't time based
The current limits of reports requires a time based filter but in some cases we need to know everything from the beginning of time so these are not helpful. Please expand this to include all time or allow the standard filter for reports to be a non time
Formatting changes don't trigger a save in Knowledge base and Save As Draft doesn't actually save anything
Recently came across this issue While going through some documents and fixing some formatting issues like bolding some words, changing the list options such as bullets or numbering doesn't trigger a "change" and thus the document doesn't auto save. The
Google's Announcement on Deprecation of Less Secure Apps
Google has announced the Deprecation of Less Secure Apps (LSAs/Basic authentication) in Google accounts, requesting all app users to transition to OAuth for enhanced security and to prevent hacking of accounts and information. What does this mean for
Customer Data Integration between CRM and BOOKS not working
A new contact is created via WEB-TO-CONTACT and the information is not always available in BOOKS. Why is that?
Web Tab - New "Minimize" Banner Covers Up Website Functionality
The new "minimize" banner for websites opened in a Web Tab covers up any functionality of the website opened in the Web Tab that happens to fall underneath that banner. This is a real problem in some cases. For example, one of my Creator apps has an interstitial
Warehouses!!!
I have Zoho Books Premium, allowing me 1 warehouse only, why on earth I need to subscribe to Zoho Inventory Professional plan for ~950 USD just to get another warehouse!!!!!!! OR.. to subscribe to Standard plan for ~350 USD and buy 1 warehouse for 90
Subforms are great but... not available on mobile devices & other issues
Subforms are a great addition however there are some major issues with them. 1. They do not show on the mobile app. We have a team of sales people who can't access... causes big issues. 2. You can't filter by items on a subform. EG: Contacts with a subform of courses. I'd like to view all contacts and filter by a course name. Not possible. 3. Relating one subform to another subform and syncing is very difficult. It can be done when adding a subform row but unknown if it can be done when removing
Zoho text editor sucks.
I've been in charge of managing and maintaining all Zoho products across all departments in our organization and everything for the most part is fine but one thing I can't stand is the text editor. Everytime I try to edit text, I get weird glitches and
Discourse integration with Zoho Desk
Hi, We want two-way integration between Discourse forum with Zoho Desk, Any topic created on the forum will create a corresponding ticket on Zoho Desk. Any subsequent posts on the forum should appear as a customer reply on the same Zoho Desk ticket. Any
Creating and working with reports - Knowledge Base
Hi ZOHO Teams Here is missing an article I think. Knowledge Base CRM Analytics and Dashboards Reports Create/Edit reports Ropic: Creating and working with reports Regards, Kochnik
Preserve metadata info of images
Hi everyone, is there a way to preserve metadata info of an image taken or uploaded to an image field?
Is it possible to add a note on a record in the Quotes Module directy from Cliq?
I know Zoho Cliq allow us to add notes to the existing records in Leads, Accounts, and Contacts module directly from the Cliq chat or channel by clicking on the More icon. But is it possible to add a note on a record in the Quotes Module? If yes, how
Test for people joining Zoho meeting
Is there a way for people who will be joining a Zoho meeting in the future, able to go in ahead of time to test that there microphone, camera, screen sharing etc is working? Spending so much time trying to help people with these issues in a meeting, would
Remove currency sign from fields
Hey, how are you? I'm new managing zoho desk, and I'm trying to remove the currency sign from their field. Do you know if it's possible? Because I'm not finding any option to let me do this. Thanks!
Zoho meeting API Integration
While calling Authorization Grant api for code, we got as invalid auth scope error. We are using the below link to get code https://accounts.zoho.in/oauth/v2/auth?response_type=code&client_id=1000.CF3633Y1FKCSAGRXSZE7M210RUKVVP&scope=ZohoMeeting.mee
CRM Canvas detail view now includes tasks, calls, meetings, services, and appointments!
We're excited to introduce the latest update for Zoho CRM—Canvas! With Canvas, you now have the power to personalize how you view and interact with your CRM data. Whether you're customizing record detail pages, list views, or redesigning how you collect
Champ texte disponible sur Firefox mais pas sur Chrome
Bonjour, Dans mon application Creator, j'ai ajouté un blueprint me permettant de changer le statut d'un ticket, lors de ce changement, on peut ajouter un message personnalisé qui sera envoyé par mail à la personne ayant ouvert le ticket. Or, cette option
Zoho CRM Joined Report is limited to 2000 rows
Exporting a Joined report is limited to 2000 rows. How do i export if I have more than the limit?
Major Confidentiality and Data Management Issues in Zoho Recruit Client Portal
Hello everyone, We've encountered some significant security and functionality concerns with Zoho Recruit's Client Portal, specifically due to its reliance on the Candidate module rather than the Application module. Here's a summary of the issues we've
Variable in a link in a email doesn't fully work
Hi, I want to use the {{signInEventLink}} variable inside an email (since it’s a template we copy twice a week and the link changes every time). I want to embed the link in the text like this: Sign in to change you ticket. However, if I add the variable
Webform
Hello Zoho developers 💻 I just went through the Webforms functionality in Zoho CRM. 🔹Webforms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of data
How to delete collectors?
Hi Collectors in surveys are useful and I knwo how to create and use them. But how can I delete a collector from a survey that for instance was created by mistake no longer necessary cause it's a remainder of an old survey I used to create a new one Thanks for claryfying
Create an alias for multiple users
Hi there, You've been of great help for all my issues so far. And I'm grateful for that. I hope you can help me with one more issue. I want to create an alias for more than one user. The reason for this is so that multiple users can see, reply to and store incoming and outgoing messages to that alias in such a way that all actions made by one of the users can be seen by all the users of that alias. Is this possible? Thank you! Kind regards, Hashim
Generate Revision Number in Format 1.0.3
Hi all, I am trying to implement an automatic version number for our management system, so when we make a change, it will go from 1.0.3 -> 1.0.4 and so forth. Can anyone help me with this, please? Many thanks Nick
Join our free webinar! Stay ahead of email threats with Zoho Mail in Zoho One
Hello, Zoho Mail Community! We’re thrilled to invite you to our upcoming webinar, "From Detection to Protection: Stay Ahead of Threats in Zoho Mail within Zoho One!" Email threats are everywhere — phishing, malware, spam — you name it! But don’t worry;
Bilder der Formen | Kontakte exportieren
In den Firmen haben wir Logos (Bild) und bei den Kontakten Fotos (Bild) je Datensatz hinterlegt. Wenn wir die Datensätze exportieren wollen, dann werden die Bilder nicht mit exportiert. Bei Artikeln ist es ebenso. Wir exportiert man die CRM-Daten mit
Best Power Dialer for Zoho?
We’ve been using Power Dialer AI with Pipedrive for a while now, and honestly, it’s been a great tool for us. The integration is seamless, call logs are automatically synced, and it helps us stay on top of follow-ups. The analytics and efficiency have
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