Zoho Analytics Balance Sheet Opening Balance
I have recently linked our Zoho Analytics account to Xero however I have found that all the standard balance sheet reports in Zoho Analytics along with any new ones I try to create are incorrect as Zoho Analytics does not import an opening balance. How
How to Automatically add a related deal to logged calls
Update: I put updated working code at the bottom of the post In my crm I always have a deal for every contact. I usually am referencing the deal and rarely the contact. So if there isn't a log called in the deal module i usually miss it. That wasn't too
Add Custom Task Fields in Cadence Task Creation (Without Setting Them as Mandatory)
Dear Zoho Team, I hope you are well. We would like to request an enhancement to the task creation process within Zoho CRM Cadences. Currently, when creating a task as part of a cadence, only the default task fields and those set as mandatory in the task
Create a new ticket in Desk from CRM
I want to Create a new ticket in Desk when Stage is set to On-boarding in CRM and don't know the best way to do it. First I created a Rule that will call createOnboardingTicket_Test Then in the function I use this with my actual Organisation ID as ORGID
Introducing call transcription and intelligence
Dear All, We're thrilled to introduce Call Transcription and Call Intelligence—new features under Zia. You can now get transcribed audio recordings of your phone conversations, and together with Zia's intelligent analysis, you can derive call-related
Can't see team folder to associate with project
Hello, I want to associate a folder in WorkDrive Team Folders (a subfolder in fact) with a project, but when I click on associate workdrive folder, I don't see anything at all. I've tried the following: I followed the workdrive integration article, but
We can generate arabic language invoice?
Hi, is it possible to generate arabic language invoice?
How to create a system to track the order quantity of goods, showing how many have already been issued in delivery orders (DO) and how many are still pending for delivery.
I want to be able to create a system that tracks the order quantity of goods, showing how many have already been issued in delivery orders (DO) and how many are still pending for delivery. An example of what Im looking for: under sales order module below
Ability to Open a Zoho Desk Ticket from Zoho CRM Cadence
Dear Zoho Team, I hope you are doing well. We would like to request an enhancement to the Cadence feature in Zoho CRM. Currently, when creating a Cadence, we can select actions such as sending an email, creating a task, or logging a phone call. We would
Asign price list/price book through the api to a contact
I want to assign a price list through the api to a contact. How do i do that as i can't find it in the api documentation
How do I make the Employee Engagement Survey actually anonymous?
I've just set up a test employee annual engagement survey and set it to 'maintain anonymity'. I can't review the reports until 5 responses have been received, which is great. However once 5 responses have been received, I can very easily see the responses
How to Bulk update item categories
I try to bulk update my items sub and main category. For that I exported all items as xlsx file and updated the cells with the existing names. While importing the edited xlsx file the error-message "Illegal value specified for a Dropdown field: A-1A"
How to handle customer that only buy once
In Zoho Books, every few months there will be a case where we will sell 1 thing to a new customer and never again after that. Because these one-time sells are worth only a few euros, the effort of creating the customer in books takes more time than the
Revenue this month
Why revenue this month doesn't show information but Revenue by user gives the information?
Clone a Deal when I change the stage to Closed Won
Hi There, We want to automate cloning a deal when the stage is changed to closed won - this is because all our deals will have a renewal in 12mths so we generate another deal with a closing date of 12mths hence. We have tried to use workflows or layout
Blurry images when exported into excel
Hi there, I have an issue with some photos being blurry when exported to excel. Is there anyway to fix this?
Announcing new features in Trident for Windows (v.1.16.5.0)
Hello Community, Trident for Windows is here with some new features to elevate your workplace communication and productivity. Let's take a quick look at what's new. View your out-of-office status in Calendar You can now view your entire out-of-office
Will Stripe integration also work if I take payments using a stripe card reader?
Before I commit to Zoho (from QBO), I need to know this very important question. I do have two questions though: 1. If customer John Doe has an invoice in Zoho which he pays electronically using the Stripe integration, I realize Zoho will place the
Stripe Terminal with Invoice/books
Is there a way to integrate Invoice/books with a device such as the stripe terminal if you are already using their payment processing? Looking to setup a retail shop with a way to take cards on the spot.
【開催報告】 東京 ユーザー交流会 2024/10/18(金) Zoho CRM のプロダクトロードマップや、最新アップデート情報を参加者の方に特別公開！
皆さま、こんにちは。コミュニティチームの藤澤です。 10/18(金)に東京ユーザー交流会を開始しました。過去最高の30名のユーザーさんが出席してくれました！ 本投稿では、その様子をお届けします ！当日の各セッションの様子に加え、当日使用した投影資料は以下になります。 ※セッションによっては、当日会場のみ限定公開の資料を使用しております。ご了承ください。 今回は、インド本社からZoho CRMにプロダクトマネージャーであるDilip Nagarajanが本イベントに初参加しました。 ⚫️Zoho 社員セッション：CX
Set Lookup Field to Top Option
I'm trying to set the lookup field to the top option, but I get this error... Is there any way to get around this?
CRM integration error - "Record Id not available to update the record."
Hi, I am trying to synchronise my Survey with the records in my CRM but when I look at the CRM sync status it shows me that none of the records are successful with the cause of failure to be "Record Id not available to update the record." - Screenshot
Responder WhatsApp en Zoho Marketing Automation
Hola Comunidad! Hemos migrado una cuenta de Zoho Marketing Automation v1 a v2. La nueva versión tiene muy buena pinta, sobre todo porque ahora que incluye campañas a través de WhatsApp. Lo he probado y todo muy bien, pero no veo en la opción para gestionar
Multiple products Subforms on a Quote
OH that would be great zoho, Yes multiple subforms (or at least two) on th Quote and please the ability to search for e new product thru a Category field. The use case is obvious, a subform for each product categories.... and then on top of that could
Workaround for Workflow Triggered by Workflow
I've been told by Zoho Support that a Workflow that is triggered by a field update will not be triggered if that field update is done by another Workflow. I'm hoping that someone has found a workaround for this. Let me explain my use case and maybe someone has a better idea: Our application upserts new accounts when they become a customer via API. It will update the Account Status field to Customer as well as some other important fields having to do with our customer journey. I then have a workflow
Enhance Email Communication with Zia's Writing Assistant in Zoho CRM
Good afternoon to my Enterprise Support people! I hope everyone is having a great Zoho day! Zoho CRM now features Writer's Blue Pencil Integration, a powerful writing assistant powered by Zia. This tool helps users craft clear, concise and polished emails
We are unable to integrate Zoho MA with Zoho CRM due to an error message being displayed
We are using the Zoho One version and would like to integrate both tools. However, during the integration process, an error message appears stating 'This account is already integrated,' although we do not have Zoho CRM integrated with Marketing Automation.
Workflow auto-assigns ticket without being asked to
To prevent ALL tickets from being replied to on create, we have disabled that notification, and replaced it with a workflow. The workflow criteria checks the sender, and then sends an auto-reply that the ticket was created. However, we have 2 huge issues
Support for FULL OUTER JOIN in Query Tables
That's all. Thanks in advance, Eduardo
Tracking a Franchise Setup Fee in Zoho Books
I have just paid an amount of money to a Franchise Company in the UK (Im in the UK too). It is the initial fee and the agreement runs for 5 years and then 3 months on a rolling basis. This is how Im approaching recording the transaction and need to know
Nested picklist. Showing only top level in report
Hi, We have a ticket field that contains a nested list category field. I'm looking for a way to create a report that shows the number of tickets in that list. But I only want to display the top level category. With a sum of all underlaying nested chosen
true and false invertion in my script ?!
In the following script to send emails, the true and false condition seem to work inverted. The emails with "false" condition receive email when "true" is in the script, vice versa. Any explanation ? CourrielFerme = "info@fermerondine.com"; Demain = zoho.currentdate.addDay(0);
mother company expenses, and subsidiary expenses
Hi, I have a few subsidiary companies which has different currencies- Israeli shekels, GBP, and Euro. how do I build it for separate expense reports in Zoho expenses? Thanks!
No confirmation email after signing up for Help Center
We have set up a help center for our customers and want to enable them to sign up themselves. I tested this a while back and it worked fine. However, now there is no confirmation email being sent after signing up and getting to the following screen: However,
Types of Zoho Projects Users
When managing your Zoho Projects Subsription to add "users", there are 5 options: Additional Users Client Users Add-On Support Add-on Readonly Users Add-On Resources Add-On No where that I have found clearly describes the differences between these 5 types
Zoho Projects App Inaccessible for Over 5 Days
For over five days, I have been unable to access the application, and despite reaching out to Zoho support, the problem remains unresolved. Ticket ## 107098157 ## This situation has significantly impacted my productivity, as I rely on the app for managing
Gantt Chart in Zoho Creator
Is it possible to create a gantt chart in Zoho Creator? There is one old posting which does not quite answer my question. Here is an example of a Gantt Chart:
Zoho CRM says "invalid data. Check the input for Who_Id and try again."
What is Who_ID? Is it the OWNER or the LEAD or something else? I'm trying to add a Call module entry to a Lead in CRM.
Updates to Analyse Sentiment task
Hi there, The Deluge team continuously strives to improve the performance of the various Deluge tasks, and as part of these efforts, we have made significant backend changes to one of our AI tasks, Analyse Sentiment (zoho.ai.analyseSentiment). What is
Can't connect to the API
I'm very familiar with API integration / coding / etc. But I seem to be unable to get past the first step of connecting to the Zoho API. I believe I've taken the necessary steps as per: https://www.zoho.com/accounts/protocol/oauth/self-client/authorization-code-flow.html
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