Giving clients payment plan options
So I host seminars and I want to give clients the option to pay in full or setup a payment plan of 3 installments. How Can I auto Generate an invoice that would do this?
Lead Conversion Mapping
I have had Lead Conversion Mapping working (almost) perfectly for years. Suddenly, it stopped working, and field mapping had the wrong fields for the contact to the Job "Deal." So when I convert a lead to a job, most of the fields are empty. The Lead
Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Help i can't send emails
Disastrous change in calendar behavior, organizer / calendar integration
We have been happily using a custom function in Zoho Books for over a year to create Zoho Calendar events for our field technicians. The custom function creates the event at the proper date and time, adds the necessary technicians, and creates the event
Power of Automation :: Automatically update tags on Task creation/updation.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Tip #18: Organize a group workshop in a few steps
It's the season for workshops—they're everywhere, catering to diverse interests and needs. Whether for more professional goals like leadership development or creative endeavors like painting, there's an abundance of workshops offered every day. A scheduler
Part time employee
Dear all, I am very new to Zoho Projects and we are currently evaluating it for my company. One feature I cannot find is to set working time per user. I have configured business hours between 800 and 1600 (8 hour work day) so that I get a 40-hour week which looks very nice in the Resource Utilization view, but I have employees who does not work 40-hour weeks. How can I change this on a per-user basis? Best Regards Johan
no sitemap.xml to optimize interaction with bots
My SEO app is unable to access the sitemap - the error I'm getting is " no sitemap.xml to optimize interaction with bots" All suggestions welcome, Thanks
Zoho People/Directory > Zoho Vault
Is there anyway to add/change/remove people from a Zoho Vault Group with Zoho Flow ?
Flag invoice
Is it possible to 'flag' and invoice. Sometimes we might quote for a new piece of equipment after a service call. The service call will raise an invoice which is due after the visit but we will void it if the customer goes for the new quote. We also occasionally
How do I make an API request through Node.JS?
In Zoho creator, I created a function that uses nodeJS. In the function, I'm making an API call to an outside URL using a fetch request. The problem is that whenever I run it, it says that "fetch" is not a function at module.exports. I've also tried it
Editing Pick List Values for Default Fields in Marketing Automation
Hello - I am attempting to change the existing list of "Lead Source" options in Marketing Automation. I can find where to edit the default fields and change them to alphabetical order, add the merge tag, etc, but I cannot find any place where I can edit
Badges
Hi all. Could someone explain me how I can get some badges? :) Is there a list of all available badges anywhere?
Updating status from Task via API
Hello! I have been integrating my Zoho Desk with Zoho Projects. More specifically, i’m able to create a Task on my Desk and it creates on Zoho Projects too. Now i’m trying to make the Status of the tasks reflect on the other platform as well, so if i
Merge Tag 'Tell a Friend' Missing From Options
When looking to add the 'Tell a Friend' merge tag to a new campaign, we are missing the option within the pre-defined merge tags. I can see how to add the tag as an individual component but would rather have the option to anchor to text, so as to display
Issue with TEXT Function and Displaying Day of the Week (Zoho Sheets)
Hello, I'm using the formula =TEXT(DAY(A1);"DDDD") in Zoho Sheets to display the full day of the week for a date in cell A1. However, when I enter a date like 2/7/2024 (MM/DD/YYYY), the formula doesn't return the correct day (Wednesday in this case).
Import Sales Receipt in Zoho without Admin premissions
I need to be able to provide my accountant ability to import sales receipt without Admin premissions assigned. Is this possible! Right now when i try it says the user does not have permission to import sales receipts
Item currency
I can't find how to change an item currency. There are items I sell only in specific countries, so the price is always in those countries' currencies, and not in by base accounting currency.
Automatically Capture the URL link and not only the domain name
Hi, I want to add "Request Quote" button in all my pages of the woocommerce pages. When one clicks the button, I want the page to be diverted to the ZOHO Form. Is there a possibility to capture the URL of the page from where they have been diverted?
No payment options appearing at the foot of invoices.
I have set up and activated a Stripe payment gateway, but there are no payment options appearing in invoices that I create. The words "Payment Options" appear at the foot of the invoice together with a greyed-out credit card symbol - but there are no
Notification of edited shared docs
I see how to share my documents, and I see that I can easily email the others with whom I am sharing my documents. But when they change the document, I would like one of these to happen: - Either provide a way for them to inform me that they have read and edited my document or - have the system automatically email all people on the "shared" list for a document that the document has been edited. The first option is preferable, otherwise all people might receive an email every time a doc is saved --
Not Receiving Emails
Same issue i am facing when sending message to this email it say Your message couldn't be delivered to adedotun@cartwayhq.com because the remote server is misconfigured. See technical details below for more information.
553 Relaying disallowed as <user>@<machine>
Hello, I am trying to send an email using zoho from a webapp I am building. I am using Java Spring and MailSender, everything worked fine until this morning when I started to receive this error : 553 Relaying disallowed as <user>@<machine>, where user
Tip #15- How to install Assist unattended access agent using Micosoft Azure- 'Insider Insights'
We are back with another bulk-deployment method: using Micosoft Azure. This is a rapid bulk-deployment tool, suitable fto manage devices under the Azure AD. To manage these devices, you must install your agents. Agent installation in an Azure AD environment
【オンラインユーザー会 開催決定！】Zoho CRM / Campaigns にフォーカスしたセッションを実施 5/24（金）14:00〜
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 5/24（金）14:00よりオンラインにてユーザー交流会を開催いたします。 ＊本イベントは定員に達したため、参加登録の受付を終了します。 6月にオフラインで開催するユーザー交流会へのご参加をお願いいたします。 ベテランユーザーによるCRM / Campaigns にフォーカスしたZoho サービス活用事例や、参加者からの質問に回答する相談会など、サービスの使いこなしに役立つ情報が満載です。 初参加の方も大歓迎ですので、ぜひお申し込みください！
'Motivator for Zoho CRM' will replace Zoho Motivator
Zoho Motivator was an add-on product to Zoho CRM used to improve sales activity management by reinforcing positive sales behaviors. As you know, we planned on bringing Zoho Motivator to EOL in order to bring the benefits of the product directly to Zoho
Make cells bigger
Hi I am new to ZOHO. How do I make the cells bigger in ZOHO sheet or make the cell grow when I type text into it?
Schema Builder diagram, how am I supposed to read the microtext?
I am hoping there is a way to capture and transfer the schema builder's output to a web or desktop app where it can be magnified without losing fidelity and studied accordingly. The Creator schema builder is great in concept, but limited in its visual
Enhanced Duplicate Checking for Leads in CRM
Dear Enterprise Community, We are pleased to introduce a new feature aimed at enhancing data integrity within your CRM system. You can now easily identify and prevent duplicate entries in your leads by comparing them with existing records in the Contacts
CRM integration with website
I need some help in setting up the integration of a website to our CRM. How to find or generate the ZOHO API Key & URL, we want the lead informations from the website to be directly saved to our CRM. Thanks, Reynald
Excel sheet embed in website
Sir, How to embed an interactive excel sheet into my website without displaying the other sheets like sheet 2, sheet 3 etc. I am ok with the zoho logo on the top right.
Unattended Access on Android
When trying to download the add on for Unattended Access to work on the device, I get a screen that says "Item not found" The only thing I've been able to find is that the device needs to be running Android 7 or higher. It's running Android 11 so that
Is it possible to erase everything to start over on Zoho books ?
Hi, I've started to import my accounting since 2012 that was on an different system, and i've made a lot of import mistakes. Is it possible to start on a fresh database so that the invoice numbers correspond with the original ? Kind regards, Sidney
Pass data (zoho record id) from Zoho CRM to Web tab widget
I'm developing a widget which will be hosted in zoho crm and open form button click. My question is how can i pass zoho record id (e.g. contact Id) from detail view page to a Webtab widget? I've tried using following JS SDK function which returns false. var message = { arg1:"Argument 1", arg2:"Argument 2", arg3Nested:{ subArg1:"SubArgument 1", subArg2:"SubArgument 2", subArg3:"SubArgument 3", } } ZOHO.CRM.UI.Widget.open({Entity:"WebTab1_Widget",Message:message}) .then(function(data){ console.log(data)
Dynamic Display Remote Settings & Contacts and Companies Modules Split - Bigin - iOS and macOS
Hello Everyone! In the most recent iOS (v1.8.10) and macOS (v1.6.9) updates of the Bigin app, we have included support for a list of functionalities. Here are those: Dynamic Display Remote Settings: Your Dynamic Display customisations now effortlessly
Partially Sales order to back order into purchase order by vendor wise
our sales order created as per our customer requirements after we are dispatched the order. In dispatch order in few item less to customer. for example: sales order in item 1 is 100 qty item 2 is 50 qty item 3 is 40 qty our product stock is item 1 is
Validation and required fields in code
Hi, I have a few questions in which when answered a certain way brings up a new question below. Some of these questions I would like to be required fields so they have to answer them but I don't know if that is possible? I would like to have something in the code like: ( If question = "yes" Show "new question" and "validate as required field" ) something along those lines but I'm not sure how to or if you can? Many thanks, Gill
B2B aspect of Commerce - external representative access
Hi, We use Commerce as a B2B platform for our retailers who distribute our products. They all have an account to place orders themselves on Commerce. As in every business reality, it is not all customers who will use the platform. Some still go through
From OmniAccounts.co.za to Zoho.com
Hello all. I am trying to convince a client to move from omniaccounts.co.za to zoho.com because there are features in Zoho that she needs in Zoho that are not in Omni Accounts. Could you do a comparison table, or is there a comparison table of the two
Dataprep - DateTime Field is not being exported to Zoho CRM
Hello, I'm using Zoho Dataprep to export data to Zoho CRM. All the fields, except the DateTime, are exported successfully to the CRM Module. The field i'm trying to Export is "Data_da_Posicao" and it's target is configured to the correct field in Zoho
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