Extracting data from Zoho subforms
Hi, I've created a Zoho form that includes a separate subform for customers to enter article numbers and designs. My question is: how can I retrieve these article numbers and designs? Ultimately, I want to transfer the article numbers into Sales Orders
New Zoho One Search Function needs to be changed.
I have been testing out the New Zoho One before having the other folks in my organization switch over. Thus far I have noticed that the search function has been changed so it is no longer always ready for user input. The new Zoho One requires users to
Job Titles
How do we change a job title? Right now there are three catagories. We need to be able to ad in a variety of job titles. Accountants, nurses, IT, etc. How do we create new job titles?
Tip #31- Organize and manage devices like a pro with Zoho Assist’s Groups feature- 'Insider Insights'
Hello Zoho Assist Community! We’re excited to share some valuable tips and best practices to help you get the most out of Zoho Assist. This week, we’re focusing on how to enhance your unattended access sessions using the Groups feature. Imagine you’re
Finding WorkDrive Files
Hi, we are an organization that uses WorkDrive. I'm looking for my files in WorkDrive, but finding they are not where I would expect them to be. Perhaps I'm just new to the interface so not used to it - but I have very few documents of my own, which is
How can an Admin change an existing users email address in ZOHO CRM?
It will only allow me to update my email address not my users. That field is locked.
Is possible modify the field Modified_By on flow?
Hi Zoho Flow Team, there is some possibility for to modify the field Modified_By ?, ecah time i saw in the history mi name, for example: Regards, Pablo
Search in notes finds words I am not searching for and does not find the words I am trying to find.
When I search in a note using the control+F the results include words I did not enter into the search box. For example I search for the word Bottom and it finds the word Vinegar or other random words - the word bottom is not near these incorrect words.
Stocktake??
Hello! I'm new to Zoho Inventory and am trying to figure out how things work...I have been reading the help docs etc but I'm not finding anything about being able to do a stock take? Is there no feature for barcode scan stock takes on Zoho? Thanks so
Get selected contact ID dynamically or from the URL
Hello, I'm working on getting an integration done, and I need to get the selected contact information to be passed to the integration, in other words, my end goal here is to go to Zoho CRM>click contacts>click on a contact to open it>Get the ID of that
IMAP emails report
I want to be able to create a custom field or a report that will show the last email sent date in a record (leads, potentials and contacts) for emails sent by both Zoho CRM and IMAP. Zoho informed me that I cannot get this data for IMAP. Is there a workaround?
What's New in Zoho Inventory - January - May 2024
Hello, users! We are back with the latest features and enhancements we've made to Zoho Inventory in the last few months. Let's take a quick look at what's new: Customer and Vendor Portal Domain Change We are updating the Customer and Vendor Portal's default
Zoho CRM Workload
A huge thing we are missing is workload - to be able to see all records that are owned by the same person in any module. Right now this involves pulling multiple reports and comparing / merging them. Zoho is trying to solve this by adding an integration
Sync Stock Quantity between CRM to Inventory
How can this be achieved? I tried updating the product stock quantity's in the zoho inventory, but it would not change stock quantity's in the Zoho Crm, any ideas? Thanks
Change activation date on active subscription?
Hi, We charge our customers on a 12 month basis. Whenever the client (or we) wants to change something regarding their plan, pricing or amount of concurrent users we sign a new agreement. This means that we would like another activation date..this field
How to create a report, that dynamically merges data from two forms?
Hi, I have 2 forms: 1) Customer Contacts (Company Name, Email Address) 2) Customer Purchase History (Company Name, SKU) I want to generate reports dynamically so I can look up a particular SKU (from Form 2), and then a custom report will be generated
Zoho CRM Integration with Zoho Inventory - Displaying Item Group Attributes
Hello, I'm currently using Zoho Inventory and have organized my items into groups. I've utilized the group module to create unique identifiers as attributes for all of my items. This means that I have multiple items with the same name, but they are differentiated
Balance Sheet and Trial Balance in Analytics Books Sample Not Balancing
I have connected Analytics to Books and when view the TB and Balance Sheet reports they are not in balance
Make booking links expirable
Currently, candidates can book interviews any time after receiving the booking link. It would be good to make the links expirable, e.g., if they do not schedule interviews within the next n days, the link expires.
When to use Tickets instead of Tasks
Hi We have a discussion going on here that I'm hoping I can get your input on. The sales team need to interact with other parts of the business over the lifetime of a Deal. Such things as getting the solutions team to spec out the formal requirements
Agent Availability Report
I'm trying to understand how the agent availability report works. So I'm logged into zoho desk (and have been all day) and am looking at the report and my name does not show in the list. How can that be?
Zoho desk slowing down
Hi team, A number of our agents have reported that Zoho desk has been slowing down in the past week. We're seeing longer loading times for tickets and slowness when updating ticket properties/fields. Is there any known issue currently ongoing that could
How to best automate project task export to Excel?
Hi all, We are B2B SaaS company using Zoho projects for implementations. To communicate with clients we use excel, powerpoint and thinkcell. I would like to automate the export from the zoho project to Excel. What is the best way to automate this export?
Templates for Sheets and Writer
Dear Team, Can i create a template on workdrive and save it for future use.
Adding Record(s) in Zoho Creator using a widget written in JS, HTML and CSS.
Hello Guys, I recently shared a good documentation with real code on how to add records to reports in Zoho creator using a widget built in JS, CSS and HTML You can check up the article on this link or https://medium.com/@simelj/adding-record-s-in-zoho-creator-using-a-widget-written-in-js-html-and-css-2a45ba2a9bd9
Submit form within same page
Hello. I've just created a custom page and embeded a form as a component (not iframe). My problem is that when I submit the form the success message loads in a blank page instead of show the alert message within the same page. Is there a url parameter
Tip of the Week - Split Columns in Zoho Analytics Table
Want to split a column containing distinct values into multiple columns in your Zoho Analytics table? The below video demonstrates how you can split columns in a Zoho Analytics table.
Can't Add Zoom Phone Numbers to a Booking Consultation with Zoom Meetings Enabled
When using Zoom meetings for a booking consultation, there is no option to add call-in phone numbers in case a participant wants to call in.
How to create a ticket - Zoho Desk api
Hi, I have been trying to create a ticket using the Zoho api using the following directions located at: https://desk.zoho.com/DeskAPIDocument#Tickets%23Tickets_Createaticket I am passing in the orgId and Authorization toke in the header as well
The account is not active.
I am currently using 2 email accounts with zoho. One of those accounts has been apparently blocked or deactivated... Every time I try to login I get the message "The account is not active". It's quite embarrassing since I use this account to communicate with some of my clients. I am writing this using the login data corresponding to the second account which is still active. The zoho support team has been informed this afternoon. I remain attentive to your comments. Thank you.
How do add VAT to Shipping Charge?
Hi, I am currently trialing your program which has been asbolsutely excellent, However... I noticed when I finish my invoice there is no VAT added to the shipping charge? only the total of the items?.. VAT is always added to the shipping charge too with
Allocating freight costs into the item net cost in Inventory
Do we have to manually calculate the total cost for items we buy to include the cost of freight to get the items? The allocating freight feature only allows one to assign an accounting account to the freight cost. Our old system distributed the cost among
Introducing Grid View in Dispatch Console - Ideal for Quick Appointments
The Dispatch Console is the heart of Zoho FSM where the bulk of service appointment scheduling and dispatching takes place. Here, the dispatcher has at their disposal all the information required to assign the right technician to the service appointments
How do I see who committed stock is for?
On the items module, it very helpfully tells me that there are x qty of items committed, but I have absolutely no way of finding out who it is committed to? You can try search transactions list of sales orders, and filter by partially invoiced, but that
Duplicate Item Alert
I love Zoho Inventory. We are a wholesale company that uses it every day. We have it setup to integrate with our barcoded of products. We have a lot of SKUs and this workflow works great especially when working tradeshows with our customers and writing
Restricted / Tiered Access to Books and Invoicing
Hi! Is there a way to restrict access to books? For example, I'd like to have staff create and send invoices, but not have visibility on the full suite of invoices sent, etc. Anyone know a way to do this?
Create/Edit Customer Or Vendor Details/Information Page
Hello, please consider the following amendments the customer create/edit information page Customer Number Please change this wording to Customer Account Number. VAT/TAX Number We need the vat/tax number field up front, not under a customer field or via
Problem to add leave
Hello support zoho !! I'm trying to add to leave but it throws me the following message on the date The permit can not be applied without a date of incorporation. I need help please !!
Zoho analytics two column LookUp
If i have two tables that need to be joined matching two values from each table, lets say Columns 1 and 2 on both table. If i set in one table two lookups to the same table will it work? Or would I need to create a query table like so: SELECT Table1.[Columns]
API Leave Balance
Hi there, I am looking to update the employee leave balance by using the API. Is anyone already managed this? Thank you Jean-Yves
Next Page