Cannot see Milestones or Phases in Projects
We are on Zoho One. I am in Projects and entering Tasks, but cannot see Milestones or Phases in the tab or anywhere to add them. Anyone know how to set this up?
lettering styles
Notify the contact when a new request is created for them
We've enhanced our Zoho CRM and Zoho Projects integration – here’s what’s new
Hello all, We've enhanced our Zoho CRM integration with Zoho Projects to make managing your projects even smoother and more intuitive. This update expands upon our existing setup, which has already made it easier to manage projects by linking them directly
One standard Consultant Profile
I am new to Zoho One. I am adding Bookings, but I want to have 1 "consultant" called "Scheduling". We provide repair services and dont need my customers to try and figure out which technician they need to consult with. I am set up as the super admin and
Help with related records
Hi I have a function where I have Clients (accounts) and Deals (potentials). I want to search my deals that are related to each client and then select a particular deal based on criteria (for example here I am going to use "Deal_Number". As below I am
Resending Email Blast to Unopened Subscribers
I am wondering how you can filter the unsubscribed and opened emails out of an existing email list so that you can resend the email to the unopened subscribers. I don't see how you can perform filter functions besides to manual removal for list. Any ideas?
Issue using UPS with Zoho
I am writing to find out if anyone can recommend a good shipping app that works well with Zoho. We ship many small items typically the same dimensions. Using UPS with Zoho takes a very long time to get through the fields regardless of the fact that most,
Client Script limits per Event?
Is there a limit to the number of Client Script functions that can be attached to an Event? I have a module where 94 fields can be modified in the Detail Page (Standard) view and each field value change should trigger different calculation updates in
My Zoho Flows are not running
Hi Team, Do you have any issues with Zoho Flow now? None of my Zoho Flows are running. It runs when I go to the Builder and I do a test. However, when I exit the builder and do edits to trigger a flow, it does not run. I have Books, Inventory and CRM
Projects no linking to Deals - "No Company/Account or Contact associated with this Job
I can start a Project in Projects and connect it to the Job (Deal) and it works. However, if I go into Deals and start a new project is says "No Company/Account or Contact associated with this Job"". I have linked Accounts to Jobs with a Lookup but it
Jira - Zoho Desk Integration: Allow for Flexible User Attribution
Dear Zoho Desk Support Team, We are writing to request an enhancement to the Jira integration within Zoho Desk. Currently, comments added to Zoho Desk tickets from Jira are automatically attributed to the user who created the integration. This can be
Selling by weight in variations - how to set up?
Hi, I am trying to figure out on how to set it up so that it will work in Books and Inventory We buy tea in 1000g bags. So the units could be either g or kg In my wooocommerce shop I have the product with 4 different variations, eg., 50g, 100g, 250g and
📢 Exciting News: Our ZUG Meet-up is making its return across USA!
We’re delighted to announce that our highly anticipated ZUG meet-up is back and coming to various cities across the US. This is a unique opportunity for Zoho enthusiasts professionals, and innovators to connect, share insights, and elevate skills together.
ZOHO CRM Client Script Disable Save Button
Hello Team, 1. by the client script we can now Disable and enable the save & save and new button. 2. We can also apply the condition on button. 3. Show the message Code:- //..............Button Save............... var buttonObj1 = ZDK.Page.getButtons();
workflow between CRM and Projects
I am investigating whether to move to Zoho as a new CRM and Project Management solution I would like to know whether it is possible to automate the creation of a new project once a sale marked as won in the CRM It does not appear that you can do it. Is
Does the webhook support sending a pdf file?
We are trying to clean up a process and it would be great if we could send a file (pdf) via webhook to our server. I noticed that within the webhook all parameters are available except our "file upload" field name. Is there another way to pull this
Modify Report Template to Allow 1 Expense / Receipt per page
It would be great to have a way to modify the current reporting template to export an expense and corresponding receipt(s) on individual pages.
Tracking History of Picklist Values - how to get data in Zoho Analytics
Hello! I've read that now I can Enable picklist history tracking in Zoho CRM (https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/picklist-history) That is exactly what I need to monitor leads status changing. However
composite items and associate items
Hi, I had some struggles to set up the composite items properly, which resulted in many items that were originally part of a bundle now being inactive. So, now I have set up the items and composite items correctly, and I also managed to create a bundle
Appending PDF's to a merge template
Hi there, I have created an advice document that is a merge template in Zoho CRM, I need to attach a couple of PDF's at the end of the document (Insurance product fact sheets) Is there any way I can do this and have a hyperlink link to them as a reference
The Social Wall: August 2024
Hi everyone, We're thrilled to bring you the latest updates, features, and improvements to help you get the most out of Zoho Social. Let's see what was new for us at Social in August. Post documents on LinkedIn You can now reach a lot more people and
Is there a way to change the "Payment Has Already Been Initiated" Message?
I REALLY wish Zoho would change the wording on this. It's confusing to customers because if they somehow get interrupted while trying to connect to PayPal or whatever payment platform and have to come back, they get the Payment Already Initiated message.
No DID number is assigned to this agent.
No DID number is assigned to this agent.
Zoho Creator - Using Connection to create an entry in another application
Hi there I want to add a record into another Creator application. Both applications fall under the same superadmin/company. Now, I have the following system-generated connection, which I have authorised. My line of code is this: record = zoho.creator.createRecord(zoho.adminuser,
Adding a link to Notes
I want to use the API to add a link to my website in the notes to each invoice. is there a way I can make it clickable? thanks
Auto-Follow Rules do not show up in Feeds
I want to see a log of ALL activity for all 3 users under my Feeds. I have it configured the Auto-Follow rules correctly according to the instructions, but only my activities show up in Feeds. (BTW, I am the SuperAdmin). Any idea what I could be missing?
Sharing Account related data without showing ALL records
Imagine having an Account associated with Owner A. That Account has a bunch of Sales Orders also owned by Owner A. Now, that Account changes ownership to Owner B, and some new Sales Orders are now also created and they are now owned by Owner B. Well,
Improve client and vendor portal email notifications
When a client or a vendor leaves a comment in the client or vendor portal email notifications are only being sent to the primary Books organization administrator. Other Books users just get the notifications on the bell icon in the top right corner of
Get live insights on business performance with the SalesIQ TV App - Now available for Apple and Android TVs!
Hello everyone! Let's start with a question - What do you think is the key to a thriving business? Yes, I hear you. It's all about the customers. Success in business often starts with understanding customer needs. But wouldn't you agree that achieving
SPF verification problem
Added the SPF record v=spf1 include:zoho.com ~all as a txt record on my dns provider ukrnames.com, but still can't validate in zoho (2 days past), what can be wrong?
Mapping 1 employee to 2 different shifts
Hi, We have 5 different shifts for employees: Shift1. 7pm- 02:30 am Shift2. 02:30 am - 9am Shift3. 9am-5pm Shift4.5pm-01:00am Shift5. 1am- 9am And these are the hourly rate rules: Day shift - 1 hourly rate: 07am-9am 09 pm-5pm 5 pm- 11 pm Night shift - different hourly rate: 11 pm-01am 01am-07 am 02:30am-07 am The rate per hour is different in day shift and night shift, and as you can see, one shift starts with hours from the day shift and extends into the hours from the night shift. For example,
Time Tracking Account number when converted to invoice
Hello All. We use Time Tracking in Zoho Books and it works well for us. However, when we enter an invoice for a customer and select "Project" to pull in hours to be invoiced, the GL Account number is blank. And when we save the invoice it then defaults
Quote screen email
Is it possible to send an email from quote screen without an attachment? I would like to send the information from the quote in the body of an email instead of a PDF. Thanks David
I want to change this scrip to delugue
Hi. I want to change the following scrip to delugue The code does this: I have an application where entry and exit times are recorded. I want to calculate which hours are daytime and which are nighttime, with nighttime hours being from 9 PM to 6 AM. For
Frishay.com Stylish Top Quality Kitchen Products
Discover top-quality home electronics at Frishay, your one-stop shop for the latest gadgets and appliances. Elevate your home experience with cutting-edge technology and unbeatable prices. Explore our curated collection designed to meet all your electronic
Account not audited :( :( :(
We review each new account created in ZeptoMail to ensure that its use is compatible with our services. Your account is still in the review stage, which may take up to 2-3 business days (from the time you submit the appropriate information). If you need
ZOHO EMAIL ALIIES AS101 ERROR
Hi zoho team, I am having this issue AS101:Internal Error occurs when creating under USER TAB - email allies. please guide me and can you help me to fix issue from your side. ASAPÂ
Adobe PDF Services API
Hello, Big stretch here, but I'm wondering if anyone here can point me in the right direction. I'm attempting to connect to an Adobe api to manipulate a pdf I have in WorkDrive. I'm able to get the Bearer token, but the next piece is to get the upload
Need Suggestions for how to Develop a Fitness Tracker that Tracks and Emails Progress
Alright, I just wanted to run this question by you guys because I have been trying to develop a database application for people to enter in just fitness numbers like number of pushups, height, weight, etc. They would use a person number so that the people interfacing with the database will not see the data (but that's trivial, and I can figure that out). What has been challenging is making it so that people can enter data at several times, and having the databse email them the percent change from
adding a sister company into the same account
Dear Team, i hope this email finds you well, Im writing you to inquire regarding if we have a sister company that we share the same stock and prices can we have them booth working on the Same Zoho Account, if yes how can we implement that, if not what
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