Transaction Number Series-FY Shifting
Dear Experts, if XYZ company is closing their FY 2023 on 31st December 2023 with last Journal Voucher No XYZ-JV-FY-900. Normally the same series will not be continued for next FY(Jan 2024-Dec 2024) it should be restarted with new number(XYZ-JV-FY-101)
Registration in community
Namaste I am from Shimla, But there is no option selection of shimla.
Writing and Printing or Saving in Arabic Language in Zoho
Dear Zoho Support Team, I am looking to write in the transactions in Arabic language but unfortunately I cannot see the writing made in Arabic at the time of saving as PDF or Printing. Please suggest a solution where I can make fields in Arabic and even the writing in descriptions as well.
FEEDS- ADCB PRO CASH ACCOUNT UAE
Can we connect ADCB PRO CASH account which is a kind of business/corporate account, different from personal account. I will highly appreciate your response. Regards, Laxman Singh
Petty Cash
Halo! As an accountant as well as a cashier in my company, I usually received some money as petty cash to operate on a day to day business. How do i record this on zoho books?
Split expenses with customers
We pay advertising expenses that are 50% recoverable from the customer. First, we invoice the customer for their 50% share of the expenses, and then we pay the full amount (including both the customer's and our shares) to the advertising agency. Would
Service PO Tracking - Service-Organisations
Dear Experts, Your Valuable advice required for below, If XYZ company wanted to issue service related LPO to their supplier and need to be tracked every month by posting purchase receive every month. How it can be possible in Zohobooks Elite Version
function - POST emails as a note
Hi, I connected Zoho CRM to my M365 account via the imap integration. Now I want to post a note for every incoming email from a contact. Basically my function is working fine, EXCEPT for the mail body. It seems that there is no parameter that I can map
Support client omnicanal ou multicanal : Lequel choisir ?
Il existe de plus en plus de canaux par lesquels les clients peuvent contacter les équipes de support. Et pour éviter de s'y perdre les entreprises mettent en place un système omnicanal ou multicanal. Dans cet article, nous analyserons les deux options
"Third half" in Resource Availability organization report
Hello, I see a different behavior for different leave dates in the Resource Availability report. I.e: in this first case I see the hourly leave called "Permesso" is correctly shown as "01:00 hours": In this second case, I see the hourly leave as "Third
Having issues with new API Url
Hello, I've been using Zoho Books API for 2 years. Today, I received a notification from Zoho stating that the API Base URL has changed from https://books.zoho.com/api/v3/ to https://zohoapis.com/books/v3/. After updating my system, I encountered issues
This portal URL already exists.
I am not able to Publish Jobs in Job portals. It says it already exists. No option to fix it. I have mailed you the issue but no reply. Kindly help.
How to update a Creator form record checkbox value to be true (checked) or false (unchecked)
I can't find the answer to this... I have page which is successful pulling record from a Form, and now I am making a custom function which will update a checkbox when it loads. My function is: dataMap = Map(); dataMap.put("Company_branding", true); otherParams
【Zoho CRM コンテンツ紹介】「Zoho ビジネスアカデミー」：ビジネスITツールのエキスパートを育成するオンライン研修メディア
こんにちは！コミュニティチームの鳥越です。本日の東京ユーザー会にご参加の方、お気をつけていらしてください。さて今回は、Zoho CRM の新コンテンツを紹介します。 Zoho ビジネスアカデミーは、Zoho CRM の活用法はもちろん「成果につなげるBtoBメルマガ配信」、「リードとは？」など、テーマやビジネス用語を学びながらサービスの理解を深めることができる学習シリーズです。 レベルや目的に応じて3つのテーマから学ぶことができます。 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Prepopulate a field name based upon a zipcode table
I have a created 2 forms, an application that people will enter their information. Once they enter the field zip code I want to pre populate a field in form 1 with the city information. Form 1 is the application Form 2 is the zipcode with city and county fields Pls help I am new with building scripts
"For Agent-forwarded emails, use original sender as Contact" function
Hello. I wanted to use the "For Agent-forwarded emails, use original sender as Contact" function, unfortunately it does not work.Tell me, what can I do wrong? I'm attaching screenshots.
Limit of 4 pictures/images posting on IG
I am having an issue while trying to schedule a carousel post for my ig account on zoho social. It'll only allow me to attach 4 images. 1- I can't post more than one image for a Story. 2- I did try posting through the "customize content" and still won't
How do I create a new ticket in extensions?
I'm a complete beginner trying to create a simple extension that creates a new ticket on load. Just as a test for something else I am working on. I've read the documentation guide https://www.zoho.com/desk/extensions/guide/introduction.html This guide
BigIn - Calendar view for activities/events
We are evaluating BigIn to switch from Pipedrive. One thing that is missing is a calendar/week view for your event activities. It would be very nice as a manager to have a calendar view that shows me all sales meetings me and my two sales rep have on
Do you classify "Accepts-All emails" as Bounced?
I seem to have a high percentage of bounced emails with Zoho Campaigns, even after cleaning my list with an outside service. We are in the B2B marketplace where statistics show that some 30% of B2B servers are set up to catch all. Does Zoho Campaigns classify all Accepts All emails as bounced, or only ones that truly are hard bounces? Thank you.
Creator Form - Form Submission Confirmation Popup not working
I have a form in Creator, and in the Form Properties, I have selected the checkbox for "Open form submission confirmation popup when Enter key is pressed". However it doesn't seem to work. When editing my form, if I enter a new value and press enter,
Zoho Desk
Do we have to pay for each agent managing tickets.
Breaking DKIM Alignment - ZOHO, HOW ABOUT A RESPONSE?!?!
I've emailed Zoho about this crucial issue and haven't received a response. If we can't get our Zoho email to pass DMARC alignment because Zoho is breaking DKIM by modifying our emails, and if Zoho Support won't respond in a timely manner, we'll take
No way to specify 'is empty' in searchRecords criteria
I need a custom function that iterates through a set of records that have an empty field, like this: module_records = zoho.crm.searchRecords("Leads", "(Territory Code|is empty|*)",1,200); Unfortunately the criteria doesn't work. How am I supposed to write the criteria that the field "Territory Code" IS EMPTY ? I'm also interested in to know how I can combine criteria in the above script. E.g. Territory Code is empty AND Country is not empty Thanks
User Name Suggestions and Dynamic Sub-category Creation Query
Hello Support, I have two questions regarding Zoho Forms: 1. Is it possible to provide suggestions of all users in the company when adding a name in the form? This would help users fill out the form quickly. 2. I have created a category and I want to
New System Fields in Zoho Contracts
Hello everyone, We have supported new system fields to provide more detailed meta information about a contract. New System Fields System Field Description Party Fields Party A Contact Name Party B Contact Name The names of the contracting parties' contacts.
{"code":1048,"message":"Sorry, there was an internal error. Please contact {0} for assistance."}
payload2={ "vendor_id": "1085698000001736002", "bills": [ { "bill_payment_id": "1085698000001824003", "bill_id": "1085698000001771015", "amount_applied": 5, "tax_amount_withheld": 0.1 } ], "date": "2023-10-07", "exchange_rate": 1, "amount": 5, "paid_through_account_id":
Updating Date Fields from 1 module to 2 different Modules
Hi, I have a Clients Module in which there are 4-5 date fields which gets updated by our team often shown below: Now I have 2 linked custom modules naming Egypt and Benque with the same date fields. I would like to write a custom function so that when
{"code":1048,"message":"Sorry, there was an internal error. Please contact {0} for assistance."}
couldnt reslove the error while sending data to vendor payments. Help me out
Import leads creation time/date
Hi, How can I import leads which have a creation time/date in the past? I want them to have the same creation date in CRM
How To Change Zoho Search Shortcut In Zoho CRM
When using Deluge script editor inside zoho CRM it is very annoying when i want to use the famous Ctrl + / shortcut to mark the row(s) as note and the zoho search is suddenly opens. Is there a way to change the shortcut?
How to Account for Advance payment to a Client without Invoicing
In the Health Care Industry particularly in the Capital Equipment purchased by Hospitals we follow a certain format for payment collection 1. Quote is generated for the customer. 2. PO is release on behalf of the company 3. Payment terms are 60% as advance
accounting policies for LLP
How do I setup my accounts for LLP.How do I determine the depreciation method,useful ife and other such accounting policies that I should use for LLP
Non-existent Zoho Flow support
Anyone else able to communicate with Zoho Flow support team? We have now set up over 10 supposed calls with the support team, but no representative ever turns up. We are working on a time-critical project for our client, and their patience has run out!
How to trigger workflow for Tasks created through cadence
Hello All, I have a workflow in the Task module to update task when task is created. Does anybody know how to trigger workflow when tasks are created through Cadence in Zoho CRM? Best Regards, Subhash Kumar
Cannot apply Leave
We need your help in this issue. One of my team can't apply a leave. "Date of joining is not updated for you. Hence cannot apply leave. Contact your administrator". Please check. Thank you.
Zoho Tables
Hello everyone, We're currently exploring Zoho tables as a potential alternative to traditional spreadsheets. There are a few features that caught my attention, but unfortunately, they are not yet available. However, I remain optimistic that they might
How to read large text files in GB from S3 Bucket?
We need to use an S3 Lambda function with Python or any supported language code to divide the file into small chunks that can be read by Zoho using Zoho Deluge. By doing this, all the large files can be processed and the data can be pushed into Zoho.
Different reports for different payment terms
Hi all. Can you please advise me, I need to display reports for invoices issued in Zoho Inventory. My boss wants different reports for different payment terms. We have two types of payment terms - prepayment and deferred payment 30 days. Can you tell
Another way to implement this than using subforms & possible to create chart visualisation in an Account view?
Hi, my users want to enter and visualise the following information in the CRM for each Account entry: 4 Jan 2023 1 Jul 2023 10 Dec 2023 7 Jan 2024 5 May 2024 CRL 0 1 5 6 6 TERL 7 8 9 9 9 BRL 6 7 9 9 9 ML 0 0 1 3 5 I have looked and found a way to do this
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