Pay invoice using bank account in foreign currency
We have a bill in USD, which we've made a few partial payments towards. Today we transferred payment to the vendor from a bank account that is not USD. How do I record that payment against the bill in Zoho Books? When I choose "Record Payment" only bank
Multi Select list as new report
I have a form in Zoho Creator with a multi-select field named Software. For example: Task: Task A Software: Software 1, Software 2, Software 3 I need to create a new form called TaskSoftware that will store each Software entry as a separate record along
Make signature field larger Zoho creator
Dears, I'd like to make the signature fied larger on PC web. How do I achieve this? Any help would be appreciated!
We have a problema in our website with jQuery Cookie 1.4.1 and other elements.
In our company we are constantly undergoing audits, for this reason and for security reasons we need to keep everything up to date. In our most recent security test there are several important security alerts like the jQuery Cookie 1.4.1 that we need
Can a customer create a critical ticket by emailing?
Is there anyway a user can send an email to create a new ticket and force the priority to Critical? I did add a priority on my helpdesk called Critical. The only way i see to do this is by filling out the form but i am trying to avoid doing this for
Project Management via Emails in Zoho Projects
We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some
Filter time logs by date in Zoho Desk
It would be great if there was an option to filter time logs by date in Zoho desk, so you could bill for a specific period or analyse you work completed.
How can I use the ASAP chrome extension for multiple sites?
I have an APP that uses subdomains to create customer accounts. For example one client subscribes to our platform. He creates an account hosted on companyname.myapp.com Then another client subscribes to our platform. His account is othercompanyname.myapp.com
Add attachment to custom modules
It would be great to be able to add attachments to a custom module. Thanks Rudy
Solution of the Week : Consolidated Balance Sheet for Multiple Organizations with different base currencies
In the previous solution, we discussed in detail about creating a Multiple Organizations Setup with the same base currency. In this solution, we will be addressing the process of creating consolidated financial reports, such as a Balance sheet, for multiple
Configure postUrl() to follow redirects
I am trying to request JSON data from a Google Apps Script (GAS) I've developed. As the GAS ContentService does not serve content from the script URL i need to configure the postUrl() in Zoho Creator to follow redirects. Is this possible?
how to import from notebooks/notes other applications?
Hello all, I switched from evernote to joplin using my SOHO nas and I'm pretty fine. But joplin usage is more intended for developers: who can write the markdown for a table on a android phone whithout wasting lots of time? Now I would like to try Zoho
I want to use Submission Module while candidate is already in blue print stage
Hi, I have a blue print set up for candidates where stages are from screening to offer. But with this blue print, I am unable to show the history within candidate profiles where was the candidate submitted earlier like to which clients. So if my recruiter
Dúvidas Zoho Analytics
Tópico criado para dúvidas e resoluções referentes ao aplicativo Zoho Analytics.
Hiding Agent Sign-In on Customer Portal
Does Zoho Desk plan to introduce a feature to disable the Agent Sign-In Functionality on the Customer Portal? I don't really want my customers to know what platforms I am using. It looks unprofessional to me Also its called the customer portal for a reason,
Opening and reading a file in Deluge for use in a sort of bulk update
I want to be able to update a large number of projects, and the tasks contained in them, by using a file. The use case would be that i would have a record per project and data that would apply to various tasks in columns in the file. The file would be
Introducing multiple location URLs and date picker in Webforms
Hello everyone, Webforms simplify the process of gathering prospect information by hosting forms on the website. The interested visitors fill the details and submit the form that lands into the CRM system giving the company an interested lead to follow-up
Checkbox not displaying correctly in subform
Greetings: I have shared my app (wv) with support. I am having problems with a checkbox field not displaying correctly in a subform. The main form is called volunteers and the subform is called volunteers_subform. The field in question is called roles. When you access the subform by itself the checkbox lookup displays as checkboxes. But when you view it in the main volunteers form, it displays as a multi-select dropdown instead. I have attached jpegs showing the difference. Any thoughts?
Kaizen #141 - Zoho CRM's API Collection in Postman
Hello everyone! Welcome back to another week of Kaizen! In today's post, we will discuss: What is Postman? Zoho CRM's API Collection in Postman Where is it available? Prerequisites for using the collection Forking the API Collection from Zoho CRM Developer
Facebook Not Seeing Pages
When trying to connect to my facebook business pages, it gives an error saying "Uh Oh! No Pages". I have three business pages that I am the admin of. None of them are appearing. Any ideas?
plans for calling
I want to call clients from Zoho with private number can you send me the plans
Zoho Services are experiencing slowness.!
Hello Enterprise Community, It has been brought to our attention that our Zoho services are experiencing slowness in some parts of the US. A few users have reported the same issue. Our developers have identified the problem and are working on it with
Nested collections
I am expreimenting with the recently addedd feature of "Collections". I am using Zoho Notebook (free version) and like it a lot. Hopwever I am getting an error message saying that that I have reached the limit of "Sub-Collections" and it will not me add
Dynamic individual targets on CRM analytics for salespeople
Hello, Following this thread https://help.zoho.com/portal/en/community/topic/zoho-crm-sales-targets-for-individual-salespeople There is no option today to set a salespeople dashboard template because components' targets are not dynamical. As answered
The Zoho forms that i bought always have problem to be used by my customers. Why?
I buy a ZOHO forms to be used for 1 month. Currently i have contest on going and people are scanning QR code to fill up the form. Anyway, every day, some customer will face a problem in submitting their participations. The error message appears are "
Attachments Section Workflow
Hi there, Is there a way we can setup workflow notification trigger every time any attachment is uploaded or removed into the attachments section: I would like to make sure that our Managers get notified whenever a document or file is uploaded for our
You can now import data into the Calls module
Hello Enterprise Community, We are excited to announce a new feature in CRM. You can now import data into the Calls module. This helps you create and update many call records instead of having to create or update them individually. This feature will be
Labels in Custom Layout Report Quick View + Report bg colour
Hello, Actually two questions, slightly related. 1. I make pleasantly use of the custom layout feature for Report Quick Views. It's easy to add fields, however can't find a way to add labels to the field. Either the form field label or a custom label. I would be happy even with a custom text element, but even that does not seem to be there. See screenshot attached. Eg field Date of Birth has no label option. 2. And can we give a custom colour background to reports? I tried this in a page, you can
=COUNTIF - formula issues - when value shows in one cell, show certain value in another cell
Hello, I have used "=IF(COUNTIF)" formula successfully in one workbook to look to see if cell D15 contains "plasterboard - 2.4m" and if it does to show "2.88" in cell E15. I then managed to add additional keywords to look for which would display different
Review Request within BluePrint
Hi, related to the question and answer here: https://help.zoho.com/portal/en/community/topic/approval-request-within-blueprint Now I can run the approval request within blueprint by separate the stage into several blueprints. However, when I tried to
How to copy and paste into sites
Oh my god, I'm trying to migrate my site over, I need to copy the content into zoho sites. Im click control+v several times and nothing. I'm hoping it's just some technical error because If copy & paste isn't available, I'm just done with zoho. There are just endless instances where zoho fails to provide easy fixes and copy and paste is even easier a fix and too common now to be missed, and just excruciating to have to point out the most obvious things. So I need to know how do I copy and paste
HIGH CPU AND RAM USAGE
Hello, I'm using the Trident application, because I can no longer connect using the cliq application, despite the more complete Trident consuming excessive machine resources. How to resolve this?
Zoho Thrive has a new look!
Hello Zoho Thrive Users! We are delighted to announce the debut of Zoho Thrive’s new and enhanced user interface. With the revamped design, we have focused on delivering a quicker experience to set up and run the affiliate and customer loyalty programs.
Digest Mai - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour à tous, Le mois de mai se termine au sein de la communauté Zoho France. Il est donc temps de revenir sur les faits et activités qui se sont déroulés tout au long de ce mois. Les événements physiques reprennent sont toujours ausi nombreux et les
How to Use Zoho with Website to automate the procces
Can i know How Zoho can help me in managing my store products. I have more than 300 products on my website which takes a lot of time to manage. i want some automation there and I'm curious how Zoho can help me.
Our pivot tables just had a pivotal update!
A pivot table can help you summarize rows and rows of data in a single table. This means you are readily provided with the insights that you need from your data. Zoho Sheet has now made this process a little more easy with the new pivot table enhancements like auto-refresh, auto-expand and has made it possible to experiment a little as you create your pivot tables. Keep working on the data; we'll keep up with you! Here's a classic issue with the traditional pivot tables. You'll have to keep refreshing
Hyperlink images in text blocks?
Hello, so it is possible to hyperlink an image, which is inserted as a element. Is it also possible to hyperlink an image, which just copy and paste into a text block element? It seems there is no possible way to change settings for this image or adding
Taxes on Shipping rate
Hello, I have a question regarding Zoho Commerce. I would like to apply taxes on shipping fees. I have turned on the setting "Taxes will be applied to your shipping rates." Despite this change, the taxes are not being applied. What should I do? Thank
Is there a way to sort the collections randomly?
Hi, Everytime I load my zoho website the sort order in collections is fixed and the products are displayed alphabetically. Is there a way to make this sort order random or customizable so that the users can see a different set of products everytime they
Add full name to email recipient on emails sent to candidates/contacts
In order to improve our sending score to email providers, it would be great to have the full name of the candidate/contact in the recipient field, and not only the email address. It should be pretty straightforward to implement. What do you think?
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