Change from Estimates to Quotes
Hello - In our business, we rarely provide Quotes - we mostly do Estimates. I already have Zoho set up the way I want for the Estimates and Quotes. I will not be changing the name from Estimates. Is there a way to get the little megaphone to disappear
Marketer's Space: Exploring ZMA's Role In Driving Revenue
Hello Marketers! Welcome back to another post in Marketers Space! This week, we'll delve into how Zoho Marketing Automation helps you boost your revenue. Driving revenue is crucial for the success of any business. It fuels growth, innovation, and ultimately,
Getting URL_ROLLING_THROTTLES_LIMIT_EXCEEDED for some requests
Hello. I'm trying to retrieve the documents list and then get fillable fields information for each signed document. To do this, after retrieving documents list, I'm sending a GET request for each document to this url 'https://sign.zoho.com/api/v1/requests/'
Identifying historical payments
We are suffering the damnations of our own folly. We started as a small NGO and used the bank journal as our accounting, along with "please send Bob 25 EUR for such and such" messages to the volunteer who sent out the money. We're growing up and making
Quantity available not matching up with Physical Stock
I'm unable to make an inventory adjustment to have the actual adjusted amount reflect under physical and accounting stock The physical stock is 155.08 and I tried to make an inventory adjustment to 208. It shows under Quantity Available that it is 208
Email notification if line items are added or changed in Zoho Books Sales Order
Anybody knows how to setup an email notification if an agent updates or adds a line item on a Sales Order? For example, original Sales Order contains SKU #1 but agent changes it to SKU #2, is there any way to send email notification that the line item
Trying to Setup Email via IMAP on Zoho
When I try to configure my IMAP email on Zoho CRM it keeps coming back with the undefined error message at the tope so please advise how I can rectify this please.
Inquiry About Lead Score Calculation
I have a question regarding the calculation of lead scores in Zoho Marketing Automation, and I would appreciate your clarification on the method being used. Evergreen Lead Score: Does the lead score continue to accumulate indefinitely? For example, if
How do we notify project members of comments on task lists?
So I've just added a comment on a task list and can't see anywhere how to notify anyone of it... How can we notify members by email of the comment? If this isn't possible, one asks what the hell is the point of adding a comment as I will literally have
Zoho Surveyで複数回答の選択件数を限定する方法
初めて投稿します。Zoho Surveyで多岐選択（複数回答）の選択件数を限定したいです。過去、そのような設定ができたと記憶しておりますが、詳細設定をクリックしても、選択件数を限定する設定がでてきません。機能がなくなったのでしょうか？ もし、機能がなくなった場合、皆さんはどのような代替方法を活用していますか？ご教授ください。
Urgent: Assistance Required with VAT Return Filing on Zoho Books [ Im stuck, need assistance ]
Dear All, Our previous accountant utilized Zoho Books to submit UAE VAT returns for the following periods: - Q2: April 2022 to June 2022 - Q3: July 2022 to September 2022 - Q4: October 2022 to December 2022 However, our accountant failed to utilize the
receivables
Hello, There is some issue regarding the receivables the amount of receivables does not reflect the payment received or the invoices marked as paid. Is there any bug or am i missing something? please help & solve this. Thanks.
Manually Excluded transactions
How can Manually Excluded Transactions in Bank statements be deleted without deleting bank account itself. Because all the time it shows that in order to eliminate manually excluded transactions, bank account should be totally deleted. Please give your
Urgent Request for Proforma Invoice & Transaction Level Discount Features in Zoho Books UAE version
Dear Zoho Books Team, Our business has been a user of Zoho Books for the past four years, and during this time, we have consistently requested the inclusion of Proforma Invoice and Transaction Level Discount features. These functionalities are crucial
Access User Photo via CRM API
Hello, we are using the Zoho CRM API to get some basic information for our logged in user through https://www.zoho.com/crm/developer/docs/api/v2/get-users.html This works fine but we also need to get access to the user's profile picture set through the
Can we take item/Brand/ Group/customer wise ROI report in zoho books
Can we take item/Brand/ Group/customer wise ROI report in zoho books
USD payment into WIO bank
How can I do USD payment into WIO bank?
Zoho Payroll: Product Updates - July 2024
At Zoho Payroll, we’re committed to continually improving our software to meet your needs better. We strive to innovate, ensuring our payroll solutions are functional and user-friendly, providing you with an unparalleled experience. This July, we are
Turn Off Confirmation Dialogue Boxes
Is there a way to turn on/off confirmation dialogue boxes? For example, "Are you sure you want to mark this task completed?" The extra mouse clicking is tedious, time consuming and slows down the process. I can understand wanting to have a confirmation
Lead Fields
Good morning, Currently for LEADS we have a field that is "Lead status" and we have another field which is "Decline Reason". When a user selects the Lead Status to be "Declined" it will prompt a required field for "Decline Reason" so they can select the
How to change a table's Data Source (ex: from MariaDb to MongoDb)?
Hi, I have a table that receives it's data through a Custom Query performed on a MariaDb database and I would like to change the data source to a MongoDb collection (with the exact same columns/fields), but I can't find the option to do this (creating
Zoho Desk - Is it possible to build an approval workflow that keeps track of changes?
Hello, I have a requirement that I need to work on that is an approval workflow. Basically it's for negotiations and an agreed upon prices goes for approval. If rejected, the price would need to change but we'd also like to see the old prices/iterations.
Apparent bug
Good day. On a custom module, the value does not update the first photo; is the value it shows while editing in the edit layout. The second view is from the same layout but in view mode. Field Value from the Edit Screen Field value after saved
Browser information through ticket submission
Morning all, I'm part of a businesss looking at potentially using Zoho, and before we further consider making the switch, I'd like to know if it's possible for us to know what browser that a client is using when they are submitting a ticket. This is incredibly
Wrong Data Types and Decisions
I was trying to use a Decision to test whether the current value of an item was greater than a newly-calculated value, and I discovered that the Decision box didn't give that type of comparison as an option. I presume the issue is that the variables coming
Projects Automation No Longer Works
Hello, I had an automation in Zoho Projects set up as follows: 1. When a Project is updated (Status) 2. Criteria: Status Is Invoiced Update Field Project Type: Archive This was working in the past but suddenly it no longer works. Please advise Thank you,
How can I access associated form data using JS (trying to build a widget)?
I have a widget page that offers a detailed view of a record of my Projects form. I have other forms associated with the Projects form and I wanted to display their data as well. I have tried doing it like this: document.getElementById("Assessment_Date").textContent
Automatically populate Meeting fields based on recipients
Hi there, We're looking at using the integration with Office 365 to automatically sync meeting invitations sent to us by our clients, or sent by our team members through Outlook into the Meetings module in Zoho. This will save us time, as we won't have
DMARC compression format
Is it possible to get DMARC aggregate report in ZIP format rather than GZIP?
Tip: #14 Save words and phrases in Writer for faster writing!
As you start working with more documents everyday, you'd find yourself using certain words and phrases across documents quite often. In this week's tip, let's discuss two easy ways to train Writer to remember your commonly used words—equipping you to
Plug Sample #1 : Fetch ticket status from Zoho Desk on Codeless bot builder!
Hi everyone, Good to see you. Are you using the Codeless bot platform for building your bot? Did you know that plugs are exclusively made for performing customized actions on Codeless bot? Here is a simple plug for fetching the status of the ticket from
Zobot queue time or customer wait time
is there are zobot card that can be used to say if we are forwarding the chat to a customer, then the customer will see their wait list number or queue number before an operator can accept the chat?
Unable to Change Sales IQ Auto Response in FB Messenger
Hi all, I admit to being a bit overwhelmed with all of the overlapping functionality of Zoho One, specifically where to change settings. I am assuming that Facebook Messenger auto responses are handled through SalesIQ. My problem is that somewhere, somehow,
添加域名时显示无法添加邮箱
Hello, 我在 Zoho 购买了新邮箱地址后遇到两个问题，1.添加域名时提示无法添加新邮箱地址。请告诉我该怎么办以及下一步该怎么做。2.要我验证新的邮箱（andy.hu@altop-pdc.com）但我到哪里去登录我的新邮箱？
Thunderbird Can't Authenticate After TFA
Hello Zoho, I decided to try TFA, so I switched it on. I couldn't figure out how to use it so I turned it off. Now my Thunderbird mail client (Linux) keeps asking for a password because it is not accepting my original password even though it works to
Zoho Expense Report API CORS problem
Hello, In my project where I use Angular 16, I want to use the Zoho Expense APIs, specifically the expense report API. Since I am using Angular, I created a client-based application and obtained my Client ID, from which I generated an access token. Using
New calendar for Android
The new calendar update is great, the only question I have is: Will there be a separate calendar app for Android tablets? thanks!
Vendor Status Comments Visibility
The additional feature we have in mind is to allow vendors to see the comments associated with each updated status on the candidate's hiring progress in Zoho. This feature may help us expedite updates for both our team and the vendors when processing
How to copy fields based on condition?
Hi, I am creating a form for customer details. I have both the Billing address and Shipping address and I have created a condition to hide the shipping address if both the billing address and shipping address are the same. However, how do I copy data
Gagal dalam proses berlangganan
Halo, mau nanya, tadi saya sudah mencoba beberapa kali untuk berlangganan paket basic, tapi selalu gagal padahal sudah memasukkan data yang benar. bagaimana kira-kira solusinya ? terima kasih
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