Email message (default)
Hello, When I send a client a receipt the email message they receive automatically says "Dear [customer], Thank you for your payment. It was a pleasure doing business with you. We look forward to work together again!" I need to change this text to something
Cancel last modification
Could you please cancel, roll-back our modification on today?
New field doesnt show in Report Filter
I created a "on hold date" that gets populated when a deal stage is set to "On Hold". I want to have a weekly report sent to me every friday night with all the deals that were put on hold that week, I think the best way to do is filter by "on hold date"
Owner's transactions & Journal Entries In Zoho
Journal Entry Issues I think Zoho has great features, however I am kind of desapointed by the way I have to record owner's transactions in Zoho. I can't record checks to owners out of the bank account because when I try to record the expense the equity account is not listed in the "expense account drop down list" and I can't make a journal entry to record the transaction because the bank account is not listed in the "account drop down list" in the journal entry form. the only way to do it is recording
Integrate form in zoho campaign
As a developer, I am currently facing challenges while integrating the Zoho campaign form into my React app. There are two methods for integrating external HTML: using JSX and dangerouslySetInnerHTML. However, despite trying both approaches, I have not
How find phone number in search inside deals module
Hi, i have thousands of deals, inside them, there is a phone field called "whatsapp" I want to seach phone number and see deals related, but when i try search for example: +5522999221132, it not found anything. How to solve it? thanks
Integrating Zoho Sheets to Zoho Canvas view
Hello, My team and I would like to add the Zoho Sheets view as a section in the Zoho Canvas view for the lead module. Is this possible to do?
Using Macros to Open URLs
Hi there, Currently, I am trying to use the Macros tool on Desk tickets to provide more information outside of our Zoho Desk environment. Is it possible to open say, a Zoho Creator form from pressing a macro button on the ticket? I've tried using "openURL"
TimeOut when getting account emails
I'm encountering timeouts when making multiple calls to the "Get Emails by Record" endpoint, specifically while using the Account module. Despite each account having only one email, retrieving emails from ten accounts triggers timeouts. Here's the example
Unable to Process your Request
Guys, I am having the following issue in all the workstations
Hyperlink
How can I convert plain text to a hyperlink in a Zoho Cliq response from slash commands/bots? I know if you return the actual link, you will be able to open it in a new tab, but how can I do that with any string of text?
Client Script on Deal Stage Change from Detail page, not Edit page
I understand that I can run a client script “on change” from the Edit page of a record. The script needs to act on the default Deal Stage field. The Deal Stage can be changed from Edit mode or Detail view. Is it possible to disable the Deal Stage “button”
Introducing Stage Automation - an easier way to automate actions on stage transitions.
Greetings, Previously, if you wanted to trigger any automated actions for stage transitions, you had to use Bigin's workflows. With this new feature, you can now create automations for stage transitions in just a few easy steps. If you want to trigger
How to replace a file via API/Integrationtask?
Hi, hope may you help me. I want to know how can I replace a file that is part of a request via integration task or via API call. The use case: I've created a request (identified with a request_id) with two pdf files (every one with a document_id), both
Merging Books customer, what about their CRM accounts?
Hi, I've noticed that I have multiple customer that are in fact the same. They can be merged in Books. But they are synchronized with CRM Accounts and contacts. What happens to the CRM Accounts, when I merge Books customers ? Example: Books customers
Daily User Activity Reminder Email/report
I'm trying to create a report that we can send every user which will show their individual "Todays Tasks and Events". Currently, we have a lot of workflows and schedules set up which send individual "Task Reminder Notification" emails throughout the
Function Question: Open activities triggering deal stage
hi there, i need help with a function. i'm trying to dom the following: when a new open activity, specifically a meeting is added to a deal in the deals module, set the deal stage to "scheduled" is that possible? thanks a lot for the support!
Tracking Transactions by Custom Categories (Department, Class, Location etc.)
Hello, The report tags is very useful but I noticed that it is not shown in the general ledger or detailed ledger report line by line. Is there a work-around or a functionality within Zoho to achieve this or maybe add a new column in between? Thank
JavaScript SDK doesn't match RelatedLists REST API
I've raise a github ticket https://github.com/zoho/zohocrm-javascript-sdk-6.0/issues/4
Deal Currencies in parentheses
Hello! I could not find an explanation in the knowledge Base, what does the currency in parenthesis mean in Deals? For example: $8000 (CNY 8000). It is very confusing. Also, is it possible to have a custom currency per account and an overall currency
Please add Cliq integration in Blueprints
Please add Cliq integration in Blueprints
Finding offline files on computer in case Truesync doesn't start
Hi, I have a very specific use case, I like to discuss : I've installed TrueSync, set some file to be available offline. I'm travelling and need to access these files. There is no internet access (I'm often in trains in regions with poor connections).
CRM - Quote Module, List Price
Is there a way to make the List Price Locked, and not editable in the quote module? Example image below. The List Price is not a greyed out field and therefore can be edited by an estimator. I would prefer that this not be editable, since it is a standard
From Bigin to ZohoCRM
I have been using Bigin for quite sometime and few other Zoho app so i eventually purchased the Zoho one and I believe migrating to Zoho CRM would give me more integration among the many functions and apps, the question is what is the best process to
Line Spacing in Note
I am brand new to zoho notebook . I come from One Note and Evernote. Each one as eventually disappointed me. One Note unreliability and Evernote, well its everything for the cost was not worth it. I need something aesthetically pleasing etc. I put in
Listing files "Shared by me"?
Hello, There is a "Shared with me" feature, but there does not appear to be a "Shared by Me" feature. Could someone explain how to see which personal files I have shared with other members of the team?
Changing the From address of Email
Hi, I'm trying to change the "From" address of an Email notification in Zoho Forms. According to the help page, I should be able to change the address to notification@zohoforms.com, but the "From" field in template dosen't display that address. Instead,
Search Function not working
We cannot look anything up using the magnified glass or within the project to connect contact with payments etc. Please help!!
Hiding the win_close minimize button.
We are framing the widget into a Winform app and don't want to allow customers to minimize the floating chat window. Is there anyway to hide the button that minimizes/collapes the chat window? Thanks.
Deals module field " new business" or existing business"
Could you explain what "existing business" and "new business" in Deals module?
How run post api json request using function
Hi, i want to send whatsapp message using z-api service, they provide api to send messages. I whant execute it in workflow rule, inside functions. They have api code example in javascript: var settings = { "async": true, "crossDomain": true, "url": "https://api.z-api.io/instances/MY_WHATSAPP/token/MY_TOKEN/send-text",
Function #43: Transfer record information from one module to another with subform datas.
Welcome back everyone! Last week, we learnt how to Organize Contacts based on the Deal Stages. This week, let's look at a custom function that lets you transfer data captured from one module to the other along with the subform data. Business scenario: The standard sales process involves entering the leads acquired through various channels to the CRM followed by lead qualification and conversion. The process is quite linear - create a lead --> qualify the lead --> convert it to contact -->
On-Charge Transaction Fees to Customers
We use stripe to accept credit card payments and they charge 1.75% + $0.30 for domestic cards 2.9% + $0.30 for International cards. Many of the other apps we used to use before changing to Zoho (Xero, Quickbooks, ServiceM8) allow us to choose to automatically
Important announcement: IPv6 support in Inbound gateway
Greetings from Zoho Mail team. We are happy to announce the support of IPv6 support for receiving emails in Zoho Mail. This post mainly addresses the admins who have configured inbound gateway for their organisation. As a part of the changes related to
Import historic cost of goods sold per item
Hello, I am importing historic sales wherein the standard cost of goods sold per unit varies over time. Zoho is computing cost of sales based on the current cgs per unit, which is incorrect. I want to import the Item cost applicate at the date of sale.
Zoho Tables Integration
I'd love to see Tables as a tab in Projects. I know people have asked to add Tables as a web tab. And, maybe that will work. But, I'd like the link to be specific to one (project) Base, not to Tables in general. So, that would be a lot of Web Tabs to
Refresh Token Missing
The refresh token is missing from the token response. https://accounts.zoho.com/oauth/v2/token?code=1000.17affa9&grant_type=authorization_code&redirect_uri=http://localhost Responce is {"access_token":"1000.59a","expires_in_sec":3600,"api_domain":"https://www.zohoapis.com","token_type":"Bearer","expires_in":3600000} You will notice that the refresh_token is missing.
Planning non-staff costs
What is the intended method for planning non-staff costs such as travel disbursements etc.? I can link zoho projects to zoho expenses, but that only tracks expenses once they've occured. We have projects with significant travel costs that I need to plan
Zobot Integration Cards for Zoho Creator and Zoho Flow
Dear Zoho SalesIQ Team, I'm writing to request a new feature for Zobot: integration cards that enable two-way data exchange between Zobot, Zoho Creator, and Zoho Flow. Current Limitations: Zobot currently offers integration with external services, but
Zoho Mail - Not auto-refreshing in Chrome
Hello, I use mail.zoho.com dashboard to receive alerts for incoming mail. Up until a few days ago the mailbox was working fine and would auto-refresh new emails in realtime as they come through. However, now I can't get new messages to shoq up unless
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