CRM and Workdrive integration
While looking for a way to link the CRM attachments to Workdrive i discovered this post. I was just wondering if the integration mentioned has now been released? https://help.zoho.com/portal/en/community/topic/integration-between-zoho-crm-workdrive Moderation
How to generate report from project milestones
Dear Concerns, Regarding to Zoho Project, I currently use milestone to plan the key activities with expected revenue. I would like to generate report to see revenue forecast base on milestone date and revenue. please suggest how to create that report
Tabelas
Olá estou com dificuldade ao criar tabelas pois ou a última linha ou a última coluna a direita não permite preencher e ao criar novas linhas e colunas tambem não . Tem como corrigir isso ?
Pivot chart - Formula (customisable) rows
Currently, the Pivot chart has a "grand total" bottom row that adds the values in the chart. However, I need this row to perform a different calculation. Specifically, I'm building a multi-dimensional income statement which need to subtract expenses from
Digest Mars - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Découvrez les dernières mises à jour et les échanges intéressantes qui se sont déroulées tout au long du mois de mars. Nouveautés Zoho a le plaisir de vous annoncer le lancement de la version 2.0 de Zoho Sprints, qui présente
Kaizen #132 - Manipulating Subforms from third-party Application using Functions
Hey folks! Welcome to a fresh week of Kaizen. In this post, we will see how to work with subforms and external fields in a module through CRM functions. Consider a scenario where a High School utilizes Zoho CRM to manage student records, academic performance,
Timesheet Lock Module and Request to Unlock Module
Dear Zoho Team, I have Product Designer and I have many times used to zoho project applicaiton. I have here to idea share about Timesheet Lock Module and Request to Unlock Module. Many people fill timesheets daily but do you realize that back timesheets
UTM tracking for Telegram in SalesIQ
Hi! I am the owner of the company. Now I'm choosing a CRM solution. You have created a very interesting product ZOHO ONE! I have the following situation. Many of my clients don’t want to chat on my website page because they view the site from their phone.
Time-to-fill
Hi, We need to find a way of monitoring via ZohoRecruit all the delays that are not directly related to recruitment but which have an impact on the time it takes to fill a position. This time to fill an opening is calculated as the difference between
Univerge Blue Voice Recording field in the calls module locked or empty.
Hi I have been trying to implement the Voice call recording with NEC Univerge Blue Connect phone system AND zoho One. I have been able to make all the key features in red work with no issues. My only issue is the 4th feature and bullet point below in
Cannot install integrations or use Collections in paid version of Notebook
Cannot install integrations please explain in detail.
Bank Charges on payments made to suppliers
By default, there is no bank charges field while making payments to suppliers against bills. So I created a custom field in the payment made section to input the bank charges. Is there a way to have Zoho books also make journal entry including the bank
Email-related enhancements in Accounts and Deals modules in CRM
Hello folks, We've some updates related to emails in the Accounts and Deals modules. Running a successful business requires constant communication. In Zoho CRM, the records of contacts, leads, vendors, and other stakeholders are stored in different modules.
New in WorkDrive: Introducing TrueSync for Windows
With WorkDrive's TrueSync, you no longer have to worry about your hard drive storage limit. You can access all your team files without downloading them onto your desktop. Let's say you have 250GB of hard disk space and about 2TB of files stored on WorkDrive. With
Retrieve full file path
Hello, For files stored in WorkDrive, is it possible to get the full file path (filename and extension included) via Deluge or the api? So instead of.. https://workdrive.zoho.com/file/jdfi38******lewif we're trying to get.. https://workdrive.zoho.com/file/jdfi38******lewif/document.pdf
No COQL query for emails
I was searching for an api call, COQL queries to fetch emails from a specific module and id. I want to fetch the emails after a certain datetime (eg: 2nd February, 2024), but unable to find any such queries. Please add any solution if any.
Editing data sources as workspace admin?
Hi there, is there any way to allow workspace admins to edit data sources? I am a primary user of the account (across two workspaces), but not the account admin, so whenever I need to change import settings for data sources, I need to contact the account admin first and wait until they make the changes I asked for. This is very frustrating and time consuming. Please advise! Thanks, Gericke
Broken Images in Email Templates
I have just created a new email template & added two images (via the image upload from my pc). These show up as broken crosses when the email is delivered. I then tested another template I had previously created, and the images are broken on that one too. Am I doing something wrong, or has something broken? Thanks
Exporting Analytics Dashboards as PDF Reports
I am trying export PDF reports from analytics reports/dashboards that are aesthetically pleasing enough to send to clients. The native export has been a clunky process for me and the formatting has been inconsistent. Is there a 3rd party app that I can
How to settle an entry in Zoho books if payable and receivable from same person
We wanted to fix an entry in zoho books where payment is receivable and payable from same person. If anyone know please suggest the way forward.
How to fetch Invoice data from ZOHO books to Zoho sheet?
I used to export all invoices from zoho books and import those datas in excel sheet for my analysis. i need to automate this. Like can i get data directly from zoho sheet ?. i tried zoho connection, but it doesnt shows all the datas.
What kind of SQL uses Analytics?
Hello, I find confusing how the SQL queries work in Zoho Analytics. Coming from other platforms, these queries have sometimes different results with the same query. Does Zoho Analytics use personalize SQL? Also, some queries fail without any kind of information,
Add column with logic function
Hello, Please, i need help for the following function in Analytics I have a column TIME with difrent numbers from 0 to 23. I have other 2 colums DAY and NIGHT with random numbers I nead an other column with following conditions. If the value in the TIME
Get Sales Order Template (PDF) and send to printer via Custom Button
Hi, I'm trying to click a custom button which sends a specific PDF template to a printer but I'm stuck! The API documentation says it's possible but I'm unsure how to implement. Any help appreciated ----------- Code I have for the PDF after I've set the
Unlimited Space in Whiteboards
I have been using whiteboard in Zoho Notebook and Meetings. Coming from Google workspace (Miro) and MS365, something i miss a lot is having unlimited space in the whiteboard like Miro and MS Whiteboard offer. I hope Zoho also adds this feature.
New notebooks
How do you add new notebooks? I’ve done it before but now I cannot remember how I added them. SBG
How does one record Partner remuneration for an LLP in India
Can someone walk me through booking Partner remuneration at an LLP - which is different from regular payroll? Does it go through Vendor payment or otherwise?
Setting default filter in 'My Open Tickets' view
Hello, Is it possible to set a default filter in Desk for the 'My Open Tickets' view? Either for everyone or just an individual user? I have to keep manually setting the filter to 'Due Date' | 'Today + Overdue' but it would be useful if this was set by
Need customizable dashboard for Zoho Inventory
Hi, The current Inventory dashboard content is of little use for us. We like to put other information on it. Are there plans to have a customizable dashboard?
Crack The Zoho Code: A Game
Goal: Decipher the encrypted Zoho product names based on the clues provided. The encryption replaces each letter with another letter from the alphabet, following a consistent pattern. How to Play: Map the encrypted letters (bold and underlined) to the
I can connect to the Unattended machine but the keyboard won't type.
From time to time I access my other computer via ZoHo Assist remotely and can use mouse but it doesn't respond when I try to click Desktop Folder. What is causing this? Both computers are PC.
Create a event and make it related to custom module
Hi Zoho Experts, I am having an issue that I am hoping for a soultion too. What I am trying do: Create an event using a workflow on Status that runs a deluge script (Below) that adds a event to the assigned user in their calendar. When creating the event I would like to add the Related To field and The ID of Custom Module in the event. I am using a custom module (Service Request) that has start and end time fields. Problem: The script below works great at creating the event by does not set the
formula for calculating boxes into unit of meassure
hi ... i need help on how to do the following : We sell tiles.... and invoices, quotes, etc.... are sold in Boxes. We want to show customer how many square meter is the total of the boxes purchased. Example ..... 1 box contains 1.44 square meter.......
Deleted Folder
I accidentaly deleted a folder called "Newsletter" that I received emails in since I opened the account. Not sure why the emails went there rather than to mail inbox. But I need to re-establish or the possibility of those emails getting bounced back can
Marketing Automation upgrade was supposed to be Q1 2022
When will we receive the long needed upgrade(s) to Marketing Automation? The last time a date was promised, we were told Q1 2022. But that has come and gone. It's getting increasingly hard for me to stay with Zoho and recommend it to my own clients,
Can we specify multiple currencies in Zoho Contracts?
I work with clients from different countries. Is there a way to specify the financial information in different currencies? Currently, it defaults to INR and does not let me select any other currency. Thanks for looking into this. - Vishal Bhardwaj
【5名限定】Zohoワークアウト参加者募集開始 ユーザー同士で運用の相談やサービスの設定作業が可能
ユーザーの皆さま、こんにちは。Zoho コミュニティチームの中野です。 4月開催のZoho ワークアウトについてお知らせします。 参加登録はこちら： https://us02web.zoom.us/meeting/register/tZYrc-ytpzwiHdwihPChf07B61ZRq0jnOIoK ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。
Create Invoice with Multiple products
I have a trigger action of Create New Deal. When it is created, in Zoho Flows, I evaluate to see item A in the deal is true. If it is TRUE I want to add two specific items/products to the Zoho Invoice instead of 1. The two that I need is a combination
Zoho Creator Widget readFile API is Responding with the Outdated File (cached file)
What is the issue: - The download API is responding with an outdated version of the file (cached file). How to replicate this issue: In a form with a file input, upload a CSV file. Download the file using readFile method. Replace the file of the same
Experience Migrating form Reckon Hosted to Zoho Finance
Hey All We currently use Reckon Hosted (I believe this is a modified version of Quickbooks) I wish to migrate to Zoho Finance (Books & Inventory) - as part of my Zoho One Subscription (I already have Books and CRM working) I need someone who has an accounting
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