Zoho Recruit - Offer letter - empty "Sent on" field
Hi, In our offer letter, we use the "Sent on" merge field. We noticed that this field remain empty on the first version of the offer letter. Only when we revise it, the field get populated with the correct date. What are we missing? Any setting to be
Encountering Decimal Place Issues in Inventory Sales Orders
Hello, We are experiencing issues with our inventory sales orders. When we create a sales order, some of our products are sold in square meters, and we need to specify two decimal places, such as 9.36. However, the system rounds this value to 9.4 upon
Bulk invoicing
Can we create bulk invoices in zoho books through an excel or csv?
Free webinar: A walkthrough of Zoho Vault mobile and desktop apps
Hi everyone! In today's hybrid work environment, we use multiple devices such as laptops, smartphones, iPads, and even Apple Watches to stay productive. As we juggle between these devices, securing access to our apps becomes crucial. That's where Zoho
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.
Multi piece shipment
We are new to Zoho and appreciate the help in advance! I am working with several multi piece shipments through Fed Ex and UPS. Does anyone have the process for how this is done or a setting I may be missing?
ADP Integration
Has anyone integrated ZOHO Recruit (applicant) to ADP Workforce (new hire)?
Push All Stock Feature
Hello, I've noticed that my stock does not sync with Shopify so I have to, periodically, push the stock. The issue is that I can only bulk select 200 items at a time and I have 2450 plus items and more being added, now I have to keep moving to the next
Workdrive Option
HOw can i see this workdrive option as shared in the screenshot. (In video it is saying that- added extension of workdrive , how ? -here is the link of same - https://www.youtube.com/watch?v=4O3YSagZ8os) at time 0.16 please check. Moderation Update (27th
Why editing icon is not display for footer on Zoho Marketing Automation?
Hi There I'd like to editing own footer on Zoho Marketing Automation, however icon for editing (pencil) is not display although mouse over (Please check attached video capture). Please let me know how display editing icon. Best, Kunio
Setup page changes: Regrouping and categorization of features
Dear Desk Users, We're pleased to announce an upcoming revamp of the Desk setup page. These changes are intended to improve the organization and visibility of features on the setup page. Why are we making these changes? Simplified navigation Our primary
Edit the order of items in Picklist
I am looking edit the order of items on a picklist and I can't find an efficient way to do this. The only way I see is to delete items and re-add them. This would take a lot of time to edit. Something that I can either make a customer order, predetermined
Problem in zoho cliq call recording
When we try to record the zoho cliq calls , the audio device or microphone suddenly get stop working and screen start lagging (slow down) . This is happening for all the users in our company and we are facing this problem since starting. Can you please
Stock Count - Assign to Role(s) and/or Multiple Users
I've just started to play around with the Stock Count module. Nicely done by the Zoho Inventory team. One piece of feedback that immediately occurred to me is that the idea of administratively assigning individual items to individual team members during
Bring Estimates/Quotes To Inventory
Hello, please bring estimates/quotes to Inventory, why is it only in Books? Thank you
Trigger an automation when Stock on Hand changes
We need to run a custom function when the stock level of an item changes - specifically when it goes out of stock or comes into stock, but it wouldn't matter if it was triggered by any change. At the moment, it's triggered when any field in the item is
Why does font keep defaulting to Avenir Next?
I use the Chalkduster font for all my notes. At least twice a month, sometimes weekly, I'll open my notebook to find everything has defaulted to Avenir Next. I go back into settings, I change it back to Chalkduster, and guaranteed, I'll be doing it again
Cliq Android App - User Status Not Updating
In the Android app, when I click on a contact's name, the chat window shows an inaccurate/outdated status. Often, for instance, it indicates they are available because they were available the last time I chatted with them. If I click the name several
Weekend status removal +how to show no shift
As I defined the schedule from Mon to friday starting from 21st Aug (as you can see in attached screenshot 'defined schedule') but on attendance summary view 'weekend' status is still showing. Also is there any way that I can show 'no shift' when there
Warranty renewal for multiple serial numbers under one account
Hi Community, We sell products that come with a warranty. We have added a "warranty expiration" field. When a warranty is about to expire, we contact the customer to offer a renewal. This works great if one customer, has one product from us. In many cases
Zoho Inventory - Consignment
I am interested in using Zoho Inventory for one of my businesses.We do accept goods on consignment from vendors. We pay for these items when the item sells. Does Zoho Inventory offer a way for me to handle consignments? If so, please describe as I am
Serial Number Tracking
- A Serial Number is a Unique Identification assigned to a particular Item. - When a serial Number of an item is out of stock, the present system is allowing to generate a same serial number for that particular item which is wrong.
Shipping Method
Our business is handling warehousing and shipping for a business with a Shopify web store. In our testing, it appears when an order comes through - we get all the information except for the selected shipping method. We need to be able to capture the customer's
How to remove zero value sales from direct sales report?
My business offers a number of gift products to corporate houses and other businesses that we maintain by including zero value invoice while creating an order. The inventory gets adjusted after creating a package and shipment as intended, but the direct
Cannot authenticate domain because SPF records not found
Hi, I am trying to authenticate my domain name, however, Zoho Inventory cannot find the SPF records. I have tried adding "v=spf1 include:eu-sender.zoho-inventory.com" then "include:eu-sender.zoho-inventory.com" as it mentions to try if you already have
WhatsApp Link Generator On Customer/Vendor Contact Numbers
Hello, please add a WhatsApp link generator feature to easily open a chat with a customer via WhatsApp. The customer module has a Skype option, I'm sure it could have a WhatsApp option, even in the vendor module. It would be especially handy if the WhatsApp
reply to email not working
I can receive and send email but can not reply either in the normal format or quick reply. I do get the little hand that looks like it wants to work but when I click on "reply" nothing happens. help! I just upgraded my windows tablet to 8.1. These functions
Read receipts in Cliq is here!
This has been long pending! But it's finally here :) We're thrilled to announce that Read receipts for Cliq is here for you all to use. Read receipts allow you to know whether your message is read by the receiver. You'll be visually informed with a double tick when someone has read your message. A quick tap on the double tick will display the message read info in channels and group conversations. Read receipts in channels and group conversations In case of channels and group conversations,
A way to "bulk clear existing data fields" when cloning a page?
Is there an implementation option where I can easily clear the data in a page when the user presses on the "Clone" button on a page? My current thought is to implement a Client Script that gets triggered by onLoad event for Clone Page and call ZDK.Page.getField(<field
Ewaybill Split and Ewaybill Extension
Please suggest when will Ewaybill Split and Ewaybill Extension be made available in Zohobooks. Both are very very important. Example Ewaybill Split is used when materials do not fit in one vehicle and the consignment is split in multiple vehicles Ewaybill
Zoho Inventory to Xero Integration
Hi we are planning to embark into Zoho inventory, however need an integration to Xero. Does anyone know a solution Regards Team Axeze
Single Payment received to be applied to 2 client accounts
Client A has made a payment of ₹ 1,00,000/- to us, And says client B paid me ₹50000/- to pay you. Now when i am trying to pass debit/credit entry in UNEARNED REVENUE account by crediting A account and Debiting B account through Manual Journals, its not
Previous Week in Analytics widgets
Hi Is there a way to show items from Previous Week in Analytics widgets? I want a widget to show Revenue from Deals closed in the previous week. This isn't the same as Last Week which seems to actually show the last 7 days, rather than the period of "Last
Keyboard Shortcut for Saving Notes
I am typing in Notes all day every day, and up until recently, I was able to quickly save a note without touching my mouse. I used to be able to hit TAB then ENTER. This would essentially cycle to the selection using the TAB button, and SAVE was the first
[Client Script] Any method to get Purchase Order Line Item Id
Hi, I would like to auto populate purchase order record ordered item in create new record page. And line item id is necessary. However , there is no line item id including when I use fetch by Id ZDK. Am I used wrong way to get record details?
Can I save NOTES on Zoho Vault
Hi guys, I have recently moved across from MYKI password manager. One of the features they allowed for was simple and secure note storage. Been looking over your free version before signing myself and my family up to the paid service to see if we would
how do I retrieve files that I have shared with someone on ZOHO work drive
how do I retrieve files that I have shared with someone on ZOHO work drive
Zoho Books GL issue/question with Invoice from AP Bill
Hello All. We have been using Zoho books for the last several months. One thing that we use extensively is during the bill entry in Accounts Payable we enter the customer in the line item section so when we bill the customer we can click on "bills" and
SMS Integration
Is anyone here using SMS integration with their campaigns? I’m trying to determine the best third-party app for this and would appreciate any recommendations, especially from those who have experience in Australia. Specifically, I’m looking for a solution
Weekly columns needed in Zoho Desk Countdown mode / Kanban view
The Kanban view in the Countdown Mode of Zoho Projects (in Kanban) needs to be able to custimzie the categories beyond the two day limit. Please add "1 week", "2 weeks", "1 month" "over 1 month"
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