Can't Delete Old Customers
How do we delete canceled customer accounts? Zoho doesn't appear to have an archive feature, and it won't allow us to delete accounts that have transactions in Books. Considering all the accounts have transactions, we're getting a bit of a build-up of
Zoho Integration With Wordpress
How we can integrate zoho crm with wordpress. which plugins are useful?
Can't View Embedded Sheet From Mobile Devices
I've embedded a portion of a sheet as an iframe to html. It works perfectly on my computer. But when I try to pull up the same page on my phone, regardless of browser, a message comes up that says "Sorry! There's a problem with the server. Please try
Priority inbox?
Just wondering if there was something like "priority inbox" on Zoho, or "star" mail's similar to Gmail. I find it very useful. I only see the old little flag icon to mark as important.
Ebay, UPS, Newegg, Amazon, Bigcommerce.com, Shopify.com, Volusion Real Time Integration Now Available
We have an integration that may help you. Just a brief description: - You can connect zohobooks to ebay, sears.com, buy.com, bigcommerce, shopify, amazon, 3d Cart, volusion and MANY more. - You will in realtime see tracking information, payment information, stock information, and also be able to do RMA, paypal integration for payments, and just so much more. - Also you can print shipping labels, manage inventory, and manage listings on all the above channels; meaning that when one item runs out
Search Option into Wordpress Site
Hello, I would like to see and if someone could assist me in installing a search function on my Wordpress Website so that when a candidate searcheas for a job that they get the jobs I am able to provide. I would like to have this on my home page (the
CUSTOMER PAYMENT DISCOUNT AT TIME OF COLLECTION
Hello, In our region customers have a habit of rounding down the cents when paying for the invoices, when we try and go through the options there appears to be no way to close this difference without issuing a credit note to the customer, which to be
Item update VAT on creation
Hi all, I'm looking to auto update the VAT field upon creation of a new item, I've written the following Custom Function, however it doesn't appear to work... Any ideas appreciated! itemID = item.get("item_id"); organizationID = organization.get("organization_id");
Adding Data to Subform via Node.js API in Zoho Creator.
I hope you're doing well. I'm currently working on a project in Zoho Creator and facing a challenge with adding data to a subform using the Node.js API. While I've succeeded in updating data within the subform, I'm unable to find a solution for adding
"Check to add budget" option missing when creating a new project
Hi, I need to add a $ budget to a new project and then track the spend (timesheet logged) for that project so I don't exceed the budget. In the documentation (https://www.zoho.com/in/invoice/help/timesheet/timesheet-create.html) it says there is a checkbox
ZOHO Extension
Dear Team, I would like to create the custom ZOHO extension/plugin to show our page as iframe when click the some icon. Here, how can we create the own extension for ZOHO CRM. could you please share the tutorial? Thank you!
Using Bit Integrations from bitapps - data not coming in
We have added the paid version plugin Bit Integrations and the setup is very easy, but when we submit a form the data doesn't show up in contacts where i mapped it. I have tested it with another default zoho account and it works great but when I try to
Adding Departments in Multi-brand Customer Support
Hi, I would like to know if is possible add more than one department for each help center when I'm using Multi-brand ?
Update Record via Report Workflow not Triggering Zoho Flow - Workarounds?
According to Zoho Creator support, when a Creator record is updated via Deluge, it will not trigger the "Record Updated" Zoho Flow trigger. Has anyone else here ever run into this? Is there a workaround that doesn't involve me maintaining two separate
Public fields: Make certain fields visible for everyone in your Zoho CRM
Hello Enterprise Community, We are back with an exciting enhancement: Public Fields. This new feature ensures that specific fields in your Zoho CRM are visible to everyone, facilitating better collaboration and transparency across your team. Stay tuned
Accounts Receivable Opening Balances and VAT
I'm currently in the process of migrating to Zoho Books. I've entered all my customers opening balances in the Accounts Receivable section however I'm not sure how to deal with the VAT for the outstanding invoices. I know I can add an opening balance
Sorting
Does anyone know how to resort notebooks? They were sorted alphabetically but then I changed some of the names. They are now out of order and I don’t know how to put them back into order.
Can you use variables in Desk specific views
I would like to add a specific view to Desk that uses the loginuser variable. Is that possible?
Not All Emails Sent
Hi I have a list of 113 email, but when I sent the campaign only 77 were delivered, 1 bounced, why did it only send out 77 of the 113? Thanks
Button to change stage of Potential
Hello, I would like to place a button on the edit page of a potential so that when someone clicked the button it moved the potential stage to the stage 'Job Complete' Is this possible? Any help would be great, thanks.
How to remove sharing chamber for specific users by using Zoho Vault API?
Dear, Everyone. I have tried to remove sharing chambers for specific users by using Zoho Vault API. This is what I tried. - These are parameters and endpoint. apiUrl = "https://vault.zoho.com/api/rest/json/v1/sharing/chamber/user" { INPUT_DATA : "{"chamberids":
How to add Zoho users in Zoho Learn Portal
Hi I have created a portal in Zoho Learn with several manuals to create a knowledge base. I was able to invite users directly by their email address, but I can't add users who already have a Zoho account. If I launch the invitation with their email address,
Best way to deal with product change on active subscription?
Hi, We are currently replacing a lot of old product types/subscriptions on our customer base. How do we handle this the best way in Billings? I do not want to Cancel current subscription because it will be treated as Churn. I just want to change the product
Add/Enable @mention from of a user in Zoho Project to @mention in Cliq
Current State: - We have Zoho Projects and Cliq integrated, and notifications and comments from Zoho Projects flows into respective project - cliq channel. However, we observed that when a user is @mentioned in Zoho Projects, the user is not tagged/@mentioned
Use Custom Fields in email template with merge fields
Hello, I'm hopeful that someone here has an answer or possibly even a fix for my issue. My company has customized Bigin a decent bit with custom fields tracking different things. We are trying to create an email template on a pipeline that auto fills
customizing the Inventory dashboard
Hey, everybody. I am dealing with Zoho Inventory right now. In the dashboard of the application, there is a report of top selling products. Is there any way to customize the appearance of the report? If for example I want to view it in tabular form? I
Flow Extension in Wordpress triggers every time user browse page
Hi, We have a wordpress used for our members. Zoho Flow Extension for wordpress is installed. When a user log in the website, Zoho Flow is triggered every time the user visit a page. This is way too much. Flow receives the user profile for nothing. and
Export/import portal users - names not preserved (or exported), only email address -- can't match to imported ownership
I am trying to transfer data to a new application. When I export portal users only the email address is exported. When I import them in the target portal, the name that is associated with the user does not match the name in the original portal. Unfortunately,
CRM Client Script not running anything after function.execute
Inside my client script im calling a function; var response2 = ZDK.Apps.CRM.Functions.execute("Books_send_quote", parameters); The function is working, doing everything it should. The function logs also show successfull runs with the correct output. But
Don't able to transfer admin privilege
Hello, I'm not able to transfer admin privilege from hu********@******* to ka*********e@t*******.***. Moderation Update: We've removed Personally Identifiable Information (PII) details from your post and attachments for security purposes. The required
CHANGE LABEL NAME OF THE FIELD
Can I change the label name of the field using Trial Account?
Announcing New Features in Trident for macOS (V.1.4.0)
Hello Community, Trident for macOS (V.1.4.0) is here with new features that will enhance your email experience and productivity. Let's take a quick look at them. Configuring out-of-office replies When you're away from the office, like on a vacation or
How to raise a debit note to vendor for an specific bill
Hi, I want to raise an debit note to one of my vendors in his specific bill, as the rates charges by him was higher than normal. how to create this in zoho book?
GST E-Invoice Custom Function
@1_Hari Prasad Kunchapu @Anand Prakash B Require Custom function codes to generate gst e-invoice and update to IRN and QR to invoices
Einvoice custom function
@Nandhini Require Custom function codes to generate gst e-invoice and update the IRN and QR to invoices @Pheranda Nongpiur
Status Change of Purchase Order via Workflow
Hello i have created a workflow where an approved Purchase Order automatically releases Purchase Order to respective vendor. I need a function to change the status of that PO to be marked as Sent.
How to Pay Vendors from Zoho Books with Deal/Potential Tracking
BACKGROUND I use Zoho One with CRM - Books - Expense integration. I have several contractors(Vendors) that provide services for my Deals/Potentials. The cost of the services are accrued for approximately one month, and then the Vendor invoices me for payment. I can add these accrued services as Expenses from Zoho CRM and associate them with the Clients - Deals/Potentials. I can also add these accrued services as Expenses in Zoho Books and associate it with a Client and Potential/Deal. Once
Adjustments between two accounts
Hello, I have a car rental business. One of my clients has to pay 15,000 as overdue rent. And he submitted a bill of 5,000, which occurred by changing spare parts by himself. How to record this expense by showing it as deducted from overdue? Can you help
Bulk Print Invoice API from Zoho Creator
Hi Guys, I'm trying to Bulk Print Invoice API from Zoho Creator. But PDF Print is not working on zoho Books. I will share you the code. Can you guys tell me where I'm doing wrong. response = invokeurl [ url :"https://www.zohoapis.in/books/v3/invoices/print?organization_id=12345678910&invoice_ids=735245789521020102"
Dive into GC Flow Metrics
GC metrics offers detailed insights into every step of the customer journey and help businesses identify necessary adjustments for optimal bot performance. Dive into conversational metrics for your bots and unlock the full potential of your automated
Next Page