Change colour of accept button
Is it possible to change the colour of the accept button on estimates only?
Ticket Self Service Submit Button Missing/Invisible
When creating a ticket on our self-service portal, the only visible button is "Discard". Submit is present if you select the text by highlighting it with your mouse, but is otherwise impossible to be seen.
Feature Request: Please allow mapping of fields in tickets to Contact and Account fields
When I create a ticket in Zoho Desk and select a contact, some of the fields are auto populated (email, phone and account for example). However, if I add a Mobile Phone field there is no way to map it to the Mobile field in the Contact record, and it
Show Zoho Meetings created in any Zoho app in the Zoho Meetings calendar
I understand from Zoho support that only Zoho meetings created in Zoho Meeting or Zoho Calendar will who in the Zoho Meeting's calendar. So if you create a Zoho Meeting from within Zoho CRM, Projects or any other capable app it will not show in the Zoho
Feature Request: Customise module visibility in Zoho Billing / Subscriptions portal (without affecting Zoho Books portal)
If you are using Zoho Books for your day to day invoicing and Zoho Billing to manage your customer's subscriptions, you will notice that users of the Subscriptions customer portal can see unrelated modules such as Estimates and Sales Orders if they are
Warranty & Service Plan tracking
Hi Zoho Community! Does anyone use any of the Zoho Products for Warranty and Service Plan tracking? I know I can track batches and serial numbers in Zoho Inventory... but I'm trying to find a way that I can track which serial numbers & clients are tied
Using variables in the filter look up option
Instead of text, I want to insert a variable in the filter lookup field option under module settings. I have attached a picture to demonstrate the setting I am referencing. Use Case: I want to filter records shown to the customer by the contact id variable
how to add a custom button to zoho crm ?
how to add a custom button that when I click on it , i can open a form that includes custom fields that when one of our team add information to custom fields he can call an api that i add in the backend to zoho crm to be able to call a 3rd party api to
Approval from none agents
Is there a way to send a ticket for approval to someone who is not an agent? We have several processes that need approval from various department managers. These managers are in Zoho as a contact, and one is a lite agent. It would be great if we could
Function #54: Auto-populate date and time of invoice creation in custom field
Hello everyone, and welcome back to our series! Zoho Books maintains a detailed log of every action performed within the application, whether it's creating, updating, or deleting records. The Audit Trail provides information on how, when, and by whom
Creating a page as a user dashboard
I'm looking for some help to create a user dashboard that will display specific information and records based on the users who is signed in. I did see something similar to what I'm looking for in one of the training videos (https://www.zoho.com/creator/videos/creating-pages.html
Help request for a deluge script that checks for incoming email from a contact.
Hello, I would like to please request a script for my Enterprise edition CRM. It is really a simple script; but it needs a little bit of an introduction. So first let me describe what I am trying to accomplish, and then I will describe what I would like
CRM - Leads vs. Contacts
Will someone who is using CRM now please comment on the practicality of using both leads and contacts. I am assuming that "leads" are the original people contacted and "contacts" are all the other people involved in the sales cycle. The descriptions are not incredibly clear. What is the suggested hierarchy for setting up the CRM to start with? Thank you!
Leads vs. Contacts - where would you start?
New to Zoho. New start-up company. New everything. We pulled data (accounts & contact records) from multiple sources to begin prospecting. Should we import the data as Contacts or as Leads? If the answer is Leads, I have already imported as Contacts,
What does it mean the letter X in Zoho Analytics
I am translating a document about the use of dashboards in Zoho Analytics , and I found these sentences : Tap any where to select corresponding X entries Tap on X-axis label to select all entries for the X Swipe down to filter all data points for any
How to automatically copy field content from one field into another
Hello, I have a form with a billing address and shipping address. I'd like like the billing address to be the same as the shipping address unless the client chooses different. So when the client enters the shipping address, I would like the the contents
Feature Enhancement Request for Vendor Management and Purchase Product Codes
Zoho Books Development Team, I hope this message finds you well. I am writing to request an enhancement in Zoho Books that would greatly benefit our inventory and purchasing management process. Our company manages an extensive product line with over 2000
Not able to access to zoho books
When ever im trying to login the zoho books page getting crashed and not able to access to the books of accounts please do the needfull.
Edit Created time
Hi, I need to edit the "created time" field from the lead module. How can i do this ? Thanks
Associating ALL emails without having to manually associate with Gmail add-on
We are new to Zoho and I'm not having any luck searching for an answer. I am able to associate individual emails manually using our Gmail add-on. Is there a way to automatically associate the emails to contacts? I have a chain of emails with a client,
How to display an image from a report in Creator to the widgets?
How to fetch value of an image field in a Zoho Creator's report and display that image in a Widget? Is there a way to also replace this image through the widget and update the changes back in the report?
Importing Account Numbers to Pre-Existing acocunts
Good day, I was wondering if you could help me with something that I tried to do but failed misserably. We have accounts on our system that did not have any Account numbers assigned to them. After our company has grown we now have use for these company
Changing transaction type
I made a few business transactions with my personal checking account and transferred the money to or from my business checking account. After importing from my bank accounts, in Zoho Books, the transactions are listed as "Undeposited Funds". How do I
Looking for a low cost Creator developer
Hi, We're a very small company (a staff of 4) and are looking for a low cost CRM/Creator portal implementation. We have a good understanding of what we want. We also have fairly good experience of Zoho products and implementing them, but there are gaps
Address autocompletion?
One of the features that's standard in almost every crm i've demo'ed, or previously used, is to have auto completion for addresses using google api or similar as you are typing the address in. This saves both type and acts as a type of address verification.
2024 Contact relationships, many to many
I'd like to create reciprocal relationships between father - child - grandchild - referrer - Beneficiary of life insurance etc - so many to many. How do I do that? My research shows me that I should be looking for a subform or multi-lookup. However, my
Introducing Zoho Sprints 2.0 - User Experience Redefined
Greetings sprinters! Get ready to upgrade to a better version of project management today as we proudly unveil Zoho Sprints 2.0 - an extraordinary leap towards a more intuitive and delightful user experience. The core of this release lies in a complete
Not able to import item with track inventory
I am trying to import few items in zoho books. I can manually add items with inventory tracking as yes and it shows the field for opening stock and opening stock rate. However when item is imported these fields are not populated Find attached the fi
Create Item Zoho API
I am trying to create an item to generate an invoice using Zoho books API. Passed the payload and received the following error. { "code": 1002, "message": "Account does not exist." } Payload: { "name": "Chicken Tikka", "rate": 120, "description": "yum",
Add data in Zoho Analytics after setting it up
Hello, I have a question regarding Zoho Analytics and its integration with the CRM: Zoho CRM data was set up with Zoho Analytics a while ago, but in the meantime there were some custom fields added in the CRM and now I want to be able to see those fields
Calculate percentage
Hi, in the formula field I need to calculate a percentage of some amount, I am trying field1+field2-27% but is not accepting the expression, it says is invalid. How can I calculate this in the right way? thank you.
Client user not able to view all comment in work item
Hi, the default (unchangeable!) permission settings in the Client profile in Zoho Sprints does not permit clients to see comments threads fully. Clients only see there own comments wich is really contreproductive in a collaboration mode. Could you please
Creating a bar chart to compare positives for 2 different yes/no fields
Here's the goal: We have multiple fields that are simple Yes/No in our Deals. I want to produce a bar chart with the number of YES for 2 of those fields. As 2 bars. i.e. X=21 Y=7 Something simple like that I currently do them from a pivot table in Excel
Edit CRM Report Related Module
when creating a CRM report I am asked to to 1/ choose primary module 2/ and related modules (blue and green + icons represent UI for adding child and parent related modules): when editing a report after creation, I do not have the the option to change
A way to dynamically pull form field api names within Zoho Creator fucntions?
I want to give my clients the option to create Task Templates themselves without me having to hard code unique scripts for each individual client. They create the templates, I create the master function, and we now have a scaleable system. The one thing
【開催報告】オンライン ユーザー交流会 2024/5/24（金）
皆さま、こんにちは。コミュニティチームの中野です。 5/24（金）に、ユーザー交流会を約2年ぶりにオンラインで開催しました。本投稿では、その様子をお届けします。当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 ＊開催前に定員に達したため、ご参加をお断りした方々申し訳ございませんでした。また、本投稿の最後に来月開催のユーザー交流会について記載しておりますのでご確認ください。 約2年ぶりにオンラインで開催したユーザー交流会は、インプルーブ 鈴田さん、Zotion 松井さん、西尾システムコンサルタント
Vendor Bill and Banking Issues
Hello Zoho, Vendor Bill and Bill Payment Issues needs to be solved. When we create an invoice as on 1st of Jan 2024 for example and also post a payment of the same on the same day but later if we change the date of the invoice to lets say to 15th of Jan
Cloud picker does not show search bar for attaching docs from Google folder shared with Me
In Zoho books, I have been attaching docs from the Google folder shared with me by others. suddenly on the cloud picker page, I do not see the folder "Shared with Me.. ". it only allows me to attach files from my Google Drive. Though I am unable to see
How to make a user to conclude the survey when they answer a question
Hi! How can I configure if a person for example answer NO, to conclude the survey? I don't find the way to apply a logic that meet the criteria: If the person answer "This" conclude the survey. Thanks
Transformer des données brutes en informations exploitables grâce à la visualisation des données
La visualisation des données est une fonctionnalité clé de l'analyse, qui transforme les données brutes en informations exploitables et permet aux entreprises de repérer facilement les tendances, les modèles et les anomalies. Ces informations présentées
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