Format Books item text via API creation
Im creating estimates with the API, is it possible to format the text of the items in the Quote?
Tip #29- Enhancing remote support with Locale Settings in Zoho Assist- 'Insider Insights'
Hello Zoho Assist Community! We love helping you make the most of Zoho Assist by sharing valuable tips and best practices. This week, we’re focusing on enhancing the effectiveness of your remote support sessions with our Locale Settings feature. Say you
Company splitted into 2 legal entities - and has now to to split our Zoho One installation into 2 instances
Hi all, We are looking into the company will be split into 2 legal entities and has now - as-well to split our Zoho One instance into 2. 2 clones would work - with some after data cleaning - like user removal, some customer data removal - but not accounts
Last sync time of a data source.
Hello, Is there a way to show last sync time of a data source in a report or a dashboard? also, is anyone facing shopify sync issue constantly.
Admin operation
Hi Team, I am trying to deactivate an employee, as the employee is been given the MDM access and also Backstage access we are unable to deactivate her login credentials. Could you please guide us in resolving this problem. Regards Shilpa Gopal HR Specialist
Remove Zoho Invoice banner from footer on payment page when customer clicks to view invoice
When we email customers an invoice, they can click to "View Invoice" and are taken to the https://zohosecurepay.com/books/........ where they see the invoice. On the bottom of that page is this message: How can we remove this message in the footer?
Free Webinar Alert! Maximizing your Zoho Mail experience with insider tips and tricks
Warmest greetings to our Zoho Workplace family! We're happy to invite you to our upcoming session on Maximizing your Zoho Mail experience with insider tips and tricks. Join us to discover expert strategies that will help you streamline your workflow and
Partial Delivery note and partial Invoice from Bulk invoice
Hi, Is there any way I can make a partials delivery note and partials invoice for that delivered item from a master invoice created?
Free Webinar Alert! Maximizing your Zoho Mail experience with insider tips and tricks
Warmest greetings to our Zoho Mail family! We're happy to invite you to our upcoming session on Maximizing your Zoho Mail experience with insider tips and tricks. Join us to discover expert strategies that will help you streamline your workflow and boost
Wrong retail price of items - zoho books
When i add an item to an invoice, the retail price is doubling for some reason. please see screenshot and assist? as you can see in the box, the retail price of the Printer is is R3495 but once its added to the invoice (above in image) the price is now
Zoho Recruit Webforms Beta - is there a single use case for this feature as implemented today?
I have just found the Zoho Recruit Webforms Beta and I think it has great potential. We will use both the Zoho Recruit Webforms Beta and the Zoho Forms with Zoho Recruit integration. The later offers more general flexibility which we find suitable for
Single Zoho Analytics connection to multiple QB Online Accounts
We have a requirement from Bookkeeping firm using Zoho Analytics to fetch data from multiple client QB Online accounts using single Zoho Analytics Account. Can you please confirm if single Zoho Analytics Account datasource can connect to multiple QB Online
Zoholics Japan 2024 開催のお知らせ
ユーザーの皆さま こんにちは、Zoho コミュニティチームの中野です。 年に一度の自社最大イベント、「Zoholics Japan 2024」（ゾーホリクス）の開催が決定しましたので、こちらでお知らせします。 今年で16回目を迎える今回のテーマは「Think DX with Zoho」。 特別ゲストやエキスパートが、最新のDX事情や皆さまのビジネスプロセス改善や業績アップのヒントとなる情報をお届けします。 Zoho Champion のCommunication 岡安さん（@岡安裕一（Yuichi）
Zoho People <-> Microsoft Azure AD
Hi I would like HR to post a new user in Zoho people in zoho preboarding which they convert to a "real" user. When this is done, I would like Microsoft Azure AD to receive the same information and create a user in Azure AD. Can this be solved in any way
Display Profit Margin in Item Details Based on Unit Cost
Dear Zoho, We are interested in having a feature where the item details include a display of the profit margin for each product. Specifically, we would like this feature to automatically calculate and show the profit margin percentage, based on the unit
Unable to write GCLID via UPSERT API call
We are trying to add the Google Adwords integration to our existing custom web forms, which requires us to write the GCLID value to the Leads we create. All of our webforms use Zoho's UPSERT API, but it does not seem like this API is capable of writing
Error Zohodesk, 1 Ticket contain 3/4/5 Different email
Dear Zoho Team, We have a problem, there is 1 Ticket with/contain 3/4/5 different emails. This problem does not occur in all tickets, but it is very disruptive to our operations I have tried to connect to ZohoDesk Technical Support but none of them provide
How to disable free text input for Zoho SalesIQ Codeless Chatbot.
Hello! We have integrated the Zoho SalesIQ chat widget on our website (https://www.mcneiladvantage.com/) and are currently using the Codeless Zobot bot to communicate with our clients. When configuring our chatbot, we utilized the button feature to allow
can I possible get the deal owner name in converted leads record?
Hi, can I possible get the deal owner name in converted leads record? I need to access the deal owner of converted leads using Restful API, but I confused how to get the appropriate field regarding this
Why is there no "n days from today"?
(Same would go for months/years). There's: last n days, next n days, and n days ago; but there's not "n days from now" or "n days from today" (opposite of "n days ago"). If I'm wanting to pull up how many service tickets I have 5 days from today, I'm
Adding resource reservation to Zoho CRM
Hi, I'd like to extend Zoho CRM functionality. Currently I hire 10 reps who call customers but sometimes they meet them in person in Home Office. We have only three rooms for meetings. Sometimes customer needs to wait because there is no room avialable. I'd like to extend Zoho CRM Calendar feature and add room reservation to CRM events. Other suggestions welcomed. Maybe someone will take existing app like i.e. "Resource Booking" from Zoho Marketplace and will add connection to Z CRM. It will work
Is it possible to hide Blueprint Transition Buttons on the Mobile App using client script?
Questions: 1. Is it possible to hide Blueprint Transition Buttons on the Mobile App? 2. Or is it possible to check if the CRM Mobile app is the current device (using client script) and go from there? Scenario I'm using clientscript with a Blueprint beforeTransition
X New followers showing wrong calculation
Hi I was about to export a report for a client but noticed the new followers for X (twitter) is showing the wrong calculation. My followers had increased by 7 and decreased by one since the previous month but it seems on 20th July the calculation has
InvokeUrl API Call failing from Deluge Script in ZOHO Flow
Hello, I have been wrestling with an API call placed from a ZOHO Flow via a Deluge Script. For some reason, only calls that contain nested JSON structures seem to be failing. When I say fail, I get a response saying that API parameters are missing when
Resizing Images
Can we resize images when attaching them to an email? This would be handy as there is a limit to the attachment size. If there were an option to choose a resolution when attaching an image that would make composing an email very easy.
Is Client Script IDE not working now?
I'm only seeing the "loading" progress UI now when I want to access the Client Script code I had made a few days ago. See attached screenshot. Is the IDE down?
Time sheet reminder and Leaves
Good day everyone, We are having 2 issues with the time sheet reminder option. Issue number 1. We are not allowed to change the message that is being sent via email. This is bad because it's in english and we live in a french province. Also would be very
Update an field with contents of other fields
I have an Enquiry Number field in the deal( enquiries ) module and have quote related list so when I add/assign a new quote to deal(enquiry )enquiry number field value should be updated in the Enquiry number field of the quote module. I have a Subscription
Can't Submit Form
I try to submit my form but it said Error occurred while submitting Form. Please contact your form administrator for further assistance. how to fix it? form link : https://forms.zohopublic.com/binus/form/KuesionerPenelitianOptimalitasInvestasiPasarModern/formperma/3FB1H5b3KD1h2C_M6fB22674_
Select Multiple Email in Shared Inbox
Can someone please tell me the secret to selecting more than one email in the shared inbox? I have multiples that migrated and i want to tag and archive more without having to click on one at time and right clicking.
Quick Wins #2 - How to Reorder Blueprint Transitions
Hi all Have you ever created a blueprint and noticed that the transition buttons on the record aren't in the order you want? Watch this video to learn a neat little trick to always get the buttons in the order you want. Reorder Blueprint Transitions — Watch Video If you have any questions about this or need help with setting up your blueprint please email us: zoho(at)s2s(dot)services We will be bring you a new Quick Win every Tuesday and Thursday. Stay turned for our next one!
rear camera on ipad in zoho
good morning - when my client accesses the camera in the app forms to take pictures on intake of a repair case of customer bicycles
Dashboard dates not sorting
Hi When we click thru/ drill down on the dashboard sections, the resulting table dates are not sorting per the settings in the report. Is there any way to do this? I can manually sort the drill down table on the desktop to fix the sorting issue, but on
Form crashes - Too many fields? Is there a quicker way?
I seem to be having an issue with a form that I have created. It freezes up and crashes more or less every time I attempt to use it. Is it because I am using to many fields perhaps? https://zfrmz.eu/3ZU9uw5Ii8bhZf2tYGvO On page 3 all of the form fields
Zoho Landing page and Zoho form not generated leads in facebook
Dear Sir, I m created landing pages and also using zoho forms with google sheet integrated and published successfully but leads not showing in facebook account and not generated proper leads so what is the issue from zoho landing page i cant understand
How to add ( show ) the "Send Email" button for Deals module ?
Hello, I need the send Email button to be shown in Deal Module. any idea how to do this ? thanks
Using Zoho Flow with pulling data from the body of an email and put the data into Sheets.
I am interested in the Zoho Flow program in which we can implement a process to automate pulling data from emails and put it the data into Sheets. The flow of the program is essentially consisted of the following: Grab the body of the email from a particular label (or sender if required). Parse the data to separate the pieces of data (5 criteria within the body of the email). Put each piece of data from the email into it's own column. I understand defining these things are more complex within the
Zoho Forms that worked before are now blocked behind a paywall!
Since today my Zoho Forms that have been used every day for the past year are blocked from use because they use a subform and advanced fields. Simply because it is now a premium function instead of a free one! I was not even warned in advance causing
Drag to reorder
I would like the ability to drag notebooks and notes around to manually reorder them.
Dynamic timeline display
I'm looking for a way to jump to a specific date in the timeline view using Deluge. I don't think this is currently possible, unless anyone has any ideas for a workaround? If this isn't currently possible, to me it would make sense to add parameter to
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