Disable old contacts
Hi :) I would like to mark old contacts as obsolete that are no longer employed by the corresponding company or similar. It is not spam and I do not want to delete the contacts/tickets as they might contain valuable information. I don't want users to
Send an email to a specific ticket
Based on an option we had in a different system - we could generate an email address that's specific to a particular ticket, so when we send an email with this address in BCC, the message also pops up in that ticket. The issue is that Zoho doesn't support
[Free Webinar] Build an online store and boost your sales with Zoho
Good day, everyone! We're hosting a free webinar that will walk you through the ecommerce business cycle and showcase how Zoho Commerce and Zoho Inventory bring efficiency and innovation to your business at every stage from start to sale. Don't miss out
Accurate out-of-the-box human translation
Hello, I've been using the CRM for about a year, and as a French user, I've had to do a lot of manual translation because the current translations are rarely correct out of the box. I believe that having proper translations done by a real human would
How to cancel an invoice
In Spain when we need to cancel an invoice we have to make another one with the same amount in negative. We cannot delete any invoice as we have to mantain all the correlative invoice numbers. How can I solve this problem?
Allow Tables to be used as Web Tabs
Can you PLEASE allow Zoho Tables to be integrated into CRM, Connect, etc as Web Tabs. It is really difficult to introduce your users to yet another Zoho One app, but if we can embed tables into the apps they already use to solve particular use-cases this
Zoho outage/bug? Unable to merge documents today
Hi Is anyone else experiencing this problem? When we try to merge a document from a custom module, we get get this error "We ran into a problem while trying to initiate a Mail Merge." No explanation. Just try again later. Zoho Support has been unable
Cursor shape
Hi. Quick question. Can I change the shape of the cursor in Zoho Writer? It's too narrow for my fading eyes. I would love something like a block cursor. Can this be done? Thanks.
Custom button update for delivery date
In our case, I want to update the delivery date by choosing the date when clicking the custom button and also send a delivery confirming message to the customer using WhatsApp i need this invoice area
Preview Layout as a Standard User
Is there a way to see what a module layout will be (what fields will be visible) for a standard user if I am an admin? Basically, I have some fields where I set the permissions of certain fields as hidden, but I want to see what the layout will look like
How to record Inventory template export history
Hi, Is there any method to record the Inventory module PDF Template export history? Because we need to keep the same if we would like to send twice template
BANK NAME
Dear Team, I Couldn't find my Bank name in Zoho kindly do the needfull.
Changing the Customer Portal header color
Dear Zoho team, I'm trying to change the customer portal color because my logo is in white and when i click on Sign in, the portal has a gray background and I can barely see my logo. I'm trying the following custom CSS which works in the inspector but
Performing calculations with data in widgets
Hi there, I would like to know if it is possible to create custom summary widgets that rely on aggregate data from columns. For example, I want to calculate the ratio of qualified leads to sales, so if I have 40 sales and 400 qualified leads, the ratio
Unified View for Folders
I think it would make sense to have a unified view for all modules under a folder. This is a feature that ClickUp has, which is quite helpful. Our use case is as follows We have a workshop department that has different modules that they are using: repairing,
Published Landing page is not secure
Hello I have just published my first landing page on custom domain with SSL certificate via the Zoho free service. When I follow the link in my web browser it shows the page as not being secure. What have I missed? The customer domain is verified and
Function #26: Automatically update deal stage in Zoho CRM when invoice is paid in Zoho Books
Hello everyone! It's Friday, and you know what that means – it's time for a Custom Function! Let's jump right in. The Deals section in Zoho CRM, is a valuable tool for tracking the different stages of a business opportunity, starting from its initial
Can someone please confirm the Invoice API works to get these fields?
I am following the API documentation (https://www.zoho.com/books/api/v3/invoices/#get-an-invoice) to write a custom function. I am able to get a lot of fields but having a problem with the following two: invoice.get("payment_made");//returning null but
Is there a way to filter contacts by which email templates they were sent?
I want to send a mass email to all who received a specific email through a specific workflow. I can see the list of contacts after I created a report looking at emails sent by template. However I can not find a way to create a list or filter by parameters
Invoice address not updating
Hi there. No matter how many times I update a client's address, the invoice is never updated. I also check the box that says "update all estimates, invoices etc". Still no luck :( I changed the address in Books directly on the contact, nothing...the address
Feature Request - Zoho Project Invoice Integration with Zoho Books Sales Orders
When a client signs up to my services, sometimes a sales order is raised to itemise the work and hours for the project. I then partially invoice the Sales Order until it is complete. This doesn't really work at the moment in Zoho Projects and I need to
Issues when taking a booking backoffice admin for in person booking for a known existing customer.
We are having some problems, with back office bookings. When existing customers return in person to book, we cannot find them, MOST of the time. We search in CRM & Bookings database. Even when the dropdown list shows a name, it says it cannot find them?
Subject: Custom Function Request - Adding a Free Item to Estimates for a Limited Time
Dear Zoho Inventory Team, I would like to request a custom function that allows me to automatically add a specific free item to estimates for a defined period. Currently, I have to manually add this item to each estimate, which is time-consuming and prone
[Free Webinar] Learning Table Series - Creator for the Food Industry
Hello Everyone! We welcome you all to the upcoming Learning Table webinar series. The Learning Table Series is a free monthly webinar that runs for around 45 minutes. It's offered to our Community users and aims to provide a dynamic learning experience
How can I fix: Domain already exists error?
Hi every one, I know this question is not new, but I did not see any full answer or solution, so I post it here. I created an account in zoho, registered my own domain to enable email accounts with tha domain. One day after created the account, I can
Minutes / Hours DELAY IN ALL OUTGOING MAIL
All my outgoing mail has been lagging by minutes / hours (randomly) or sometime 12-14 hours delay. and i can receive some email as normal (receive 1-2 minute after the script sent email) It's not very certain. When will there be a problem. Some days there
Field-level conditional formatting
It is currently possible to set a colored marker on each record in the table, based on conditions. It would be helpful if I could conditionally format individual fields, either their content or their background fill. For example, I am creating a task
Google Tag Manager does not trigger events.
I installed Google tag manager on my form. If you look at the contact form at the address below, its own GTM is installed. But when I type dataLayer in the console, I can't see the events. What could be the reason for this? Website: https://t.ly/Ty1J9
I have a query about zoho crm
i found "Failed to execute function UnParsable date Line Number:29"this type of error due to my date time field data = zoho.crm.getRecordById("ticket_reservations",6319382000000936046); // info data; creator_ID = data.get("id"); ticketName = data.get("Name");
Parse words in a string
I need to parse out the individual words in a string using deluge script custom function, but can't figure out how this can be done. For example, I need to get "555", "234" and "5678" from the string "(555) 234-5678". Can you assist? Oliver
Darshan Hiranandani : What Is the Maximum Number of Attendees Allowed in a Zoho Meeting Session?
Hi everyone, I’m Darshan Hiranandani, trying to determine the maximum number of attendees allowed in a Zoho Meeting session and would appreciate your help. Specifically, I’m looking to understand: What Is the Maximum Number of Attendees Allowed in a Zoho
SERIAL NUMBERING
I AM HAVING DIFFERENT ITEMS TO SALE B2B MOSTLY, I WANT DIFFERENT SERIES NUMBERING FOR EACH ITEM WHILE PREPARING SALE INVOICE, CREDIT NOTE & CUSTOMER DEBIT NOTE.
Multiple GSTIN for single contact
As we are aware that one company may have multiple GSTIN for separated state. Is there a way to add multiple GSTIN and place of supply to a single contact for creating invoices. ?
Fetch invoice data from zoho books to zoho creator form
Hi, I have made commission calculator application in zoho creator in which I calculate commission based on amount of zoho invoice for sales persons. I want to fetch invoices from zoho books through deluge task in to zoho creator when user submits date
Convert approved bill back to Draft or Rejected State
Is it possible to convert an approved bill back to draft or rejected state in Zoho books?
JSON not well formed error
Hi, can anyone tell me why I always get JSON is not well formed error message if I try to create a new contact in Zoho Books with the following code? Error message: {"message":"JSON is not well formed","code":1038} response = zoho.books.createRecord("contacts", "123456", { "contact_name" : input.first_name, "company_name" : input.account_name_company, "contact_persons" : {{ "salutation" : input.salutation, "first_name" : input.first_name, "last_name" : input.last_name, "email" : input.email, "phone"
Payments made to vendors without invoicing not showing as payments in reports or summaries
I have recently moved to Zoho and have a lot of old data to move in. I tracked my vendor invoices in a different way and do not want to move them into Zoho this first year. However, I do need to track how much money I paid to each vendor. I tried categorizing this as payments to the specific vendor, but its getting recorded as unused credits and thus not showing up in any of the reports or on the summary page. How do I do this? I need these to show up as real payments, but cannot enter in 9 months
Is are any possible to disassociate Bill from Purchase Order
hello Team, We made incorrect creation of payment made with PO to Bill. So , we need to disassociate bill from PO. Thank in Advance, Thisai Moorthy.
How to Track Purchases through Zoho Thrive
Hello I have a travel website and it is made in wordpress. When someone wants to book a trip , it takes to 3rd party platform for now and later I will have my own booking system. How can i track purchases given through affiliates ?
Iterative logic for conditional multiple choice.
I am wanting to build a survey where a user starts the survey by selecting in a multiple choice (many) question, which items they own. From there, I want for conditional logic to lead the user to a page for EACH item that was selected in question 1. Right
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