Syntax to create Books Package via API?
I want to create a Package from an existing Sales Order https://www.zoho.com/inventory/api/v1/packages/#creating-a-package I pass to the Packages Create function items_list the output from the Create Sales order. Here is the JSON. https://workdrive.zohoexternal.com/external/66bb923956e10db1cec007464d814fc05465c85001d1c5d467016f0ed1c70f29
Is bulk create's response guaranteed in the same order as the request?
I am integrating a creator app with zoho CRM and it would save a lot of API calls to use bulk create but I need to associate the CRM IDs with the individual creator records so this won't work if the response isn't in the exact same order as the List used
Zoho Admin Access
Hello, We have a concern that we need help with. Previously, we had a single admin access account that was shared among three users. Recently, we decided to grant individual admin access to each user. However, we are worried that some data may not be
Office 365 shared maiblox
Hello everyone, So we plan to use shared mailbox for certain address like this. So let's take 3 users that are part of a sales team. User1 connect is office 365 mailbox using POP3 to the CRM. User2 and User3 do the same thing. So now every email they
Syncing Opening Balances Issues
Got a situation where Opening Balance syncing has to be done on a number of occasions because of the way a client set up the Opening Balances. Numerous transactions were entered prior to the migration dates in terms of Bills and Invoices. So, whenever
How to change Item Table titles from "Task & Description"
When editing a custom invoice template using a custom layout. How do I change the columns and/or the titles of those columns for unbilled time that has been added to the invoice. Below is a screen shot of what I would like to change. The use case: We
Setting up hierarchy at client company level
Hi, I'm struggling to get my head around what (IMHO) should be a really simple part of Zoho Projects, the ability to view things at a Client Company level. My employer regularly runs multiple, multi year projects for our clients and would need to see
Client Script does not work on view page/mode
Client Script does not work on view page/mode: It can only be triggered on create/edit pages. this makes client script useless as mostly Zoho CRM users prefer to edit the record using view mode. Are you planning on enabling this for the view page/mo
Search Filters in new CRM UI need old feature option as well
Surely I'm not the only person who has noticed how the new filter options on the left hand panel is missing a basic broad string match. One field where I can enter "John M" and it will return all results for contacts with first name John and last name
Change database settings
Hello, I recently created a new database and created some queries. However when I'm trying to change one of the queries, I get the following error message: Performed changes in the query is not allowed due to following reason(s): Column 'totaltransactions'
How do I add an item that's not a product to a quote?
Hi there, How do I add an item (for example a standard handling fee of $25) to a quote and have that value added to the Grand total? Thanks, Peter
filter candidates from assessment answers
is there any method to filter the candidates by using assessment answers ?
How to retain Currency formatting in the concatenated the column
Hi Support Team, I would like to keep the Thousand Separator for the " Refund Amt" column. This " Refund Amt" column has been concatenated with the "Bill no" Column. The Table is generated via SQL Query. SELECT DISTINCT (VC."Vendor Credit Number") as
Power of Automation :: Automatic removal of the associated team folder once the Project is Archived.
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:-
User not appearing in Add Participants list
I am the super admin for our company, and I am trying to add a new employee to our private Cliq channels. This user has an active Zoho Mail account, but they do not appear in the "Add Participants" list. I've also been able to add new users in Cliq by
Home page spaceship
I am customizing my ZOHO Crm but the home page I have the spaceship landing page and I cannot remove it. Can someone please help
Enable spell check but disable intrusive grammar and thesaurus
Hi, I don't mind the spell check when I am composing mail. It is useful for identifying typos. I find the grammar checker REALLY annoying. I am a native English speaker and know exactly what I mean to write. That is not as annoying as the absurd suggestions
Request to add an easier way to delete CRM Module List Views (Public or User Created)
I would like to request an easier way to mass delete CRM Module List Views that are not needed or used anymore. Our organization is large and User Created List Views become dated or reference to something we do not need anymore. Currently the only way
Different registration fields per ticket class?
I saw on this post that 3 years ago it was not possible to have different registration forms or fields per ticket class, but an agent replied that it is on the roadmap. I'm wondering if this is possible yet. If not, does anyone have suggestions. We want
Address not found
Address not found Your message wasn't delivered to admin@cakedindia.com because the address couldn't be found. Check for typos or unnecessary spaces and try again. Please help, what could be the issues.
Stripe Alipay options available?
I have customer in China and it's a pain to get paid online....impossible...should I say. Stripe is working on integrating Alipay as a payment option with their service. Will Alipay be available for Zohobooks as a payment option with the stripe-zohobooks
I don't receive CRM notifications by mail
Hi, I have a problem with some users in my organization. All users receive an email notification when a task is assigned to you or you are mentioned in a ZohoCRM comment (image). These users do not receive this notification by email. I have checked the
Zoho Campaign SignUp Form - Embedded Code in Next.js
Hello everyone, Anyone here knows how to get the embedded code for the "Zoho Campaign SignUp form" in next.js/typescript? Thank you very in advance!
DOMAIN MANAGER manage.opensrs.net NOT COMPATIBLE WITH ZOHO
HELP ME Please please someone help me!! There are NO FIELDS IN manage.opensrs.net for Ahost and CNames! Just need nameserver. I also have a domain authorization code for ZOHO... no field/place for that in ZOHO.. I just want to publish my website. I paid 20$ to Vista Print for my domain and $10 to GoDaddy and $50 to ZOHO for the website and I HAVE NOTHING TO SHOW FOR IT. I just want to cry!! And to make matters worse.. ZOHO has NO real people to talk to....
コミュニティユーザー Q&A #1 見積・請求管理編
こんにちは！ Zoho コミュニティチームの中野です。 今回スタートする新企画「コミュニティユーザーQ&A」では、イベントで取り上げたユーザーさんからの質問とそれに対して行われたディスカッションをコミュニティチームの独断と偏見でピックアップし、関連する情報とともにこちらで共有していきます。 第1回目の投稿では、「見積書・契約書・請求書をZoho でどう管理しているか」という内容を紹介します。 質問：見積書や契約書、請求書の管理はZoho サービスで実現していますか？ それとも他のシステムと連携させていますか？
Endless loop after open a report on successful form submission
Hi there, I usually add records by clicking the "+" button from a report view. On successful form submission, I can open a report at my preference (example "openUrl("#View:Sales_Closed","same window")"). It works well. However, when I add a record directly
Add Zoho Meeting link into Google Calendar events
Hello, Is it possible to add Zoho Meeting link and description into Google Calendar events? Just like it works with Google Meet or Zoom. Thanks, Andrey
I save throughout editing my campaign and then save and close. When I go back in, nothing is saved! Has anyone else had this issue?
Help! This is so frustrating. I shouldn't have to rebuild each time.
Has anyone had success linking Wix Form submissions to Zoho CRM using Flow?
Although it works flawlessly with Zapier, Zoho flow does not have Wix or Wix Automations. I'm tired of paying for extra services like Zapier for things like this when I pay for ALL of Zoho services. I've tried using a webhook through Flow but it has
Zobot Codeless Bot Builder - Basic Contact Info Collection
I have noticed a bug or issue in collecting contact information via the Zobot. When setting up the codeless bot builder app, after the initial welcome card, I prompt the user using the name card to enter their name. During the testing process within the
Zoho Vault API: Create Secret ERROR 500
We are unable to create new secret with api as defined on documentation: https://www.zoho.com/vault/api/#create-a-new-secret The response is always: Sorry, we are unable to process your request. Please try again The json is: { "secretname": "Sample 1",
You are not authorized to perform this operation
I am trying to create an invoice from postman by following steps mentioned in postman collection. But I got struck with the following message { "code": 57, "message": "You are not authorized to perform this operation" } I have entered organization
Customize Pipeline Stages
How can I customize my pipeline stages; change the name and probability % associated with it?
Problemas de sincronización de Zoho
Cuando el cliente se da de alta en Zoho Survey la información que ingresa no se sincroniza con Zoho CRM, ya hay varios clientes que se tienen que hacer de manera manual, urge de favor su ayuda para la pronta solución de este problema. Quedo atenta.
Starting y axis at 0 on line graph
Hi, Is it possible to change the default start point of a y axis on a line graph to 0 and not the minimum detected value? I can see that you can manually define the start and end of the range but this means that if I manually define the start as 0 then I also have to continually update the upper range limit when the data is refreshed. Cheers, James
Inbox not automatically updating
Hello! I am a technician who is looking for some guidance on an issue I am experiencing with a few users. It seems that emails are sending and receiving just fine, no hang ups or major delays, but the inbox folder is not updating whenever a new email
Custom Domain Verification with File Option
Hi - I'm trying to set up a custom domain to use with Bookings. I've found the Share Booking page and entered a Custom Domain of bookings.mydomain.com (not my actual domain, obviously!). Then - Step 1 says to add a CNAME record pointing to (in my case)
Writer: Displaying a table from containing multiple comma-separated lists sent through flow
Hi All, I am in the process of creating a template in Zoho Writer that will be filled with data coming from zoho Creator. At the moment, I have a workflow in Creator sending some data from multiple records as comma-separated lists to a flow webhook. Here
Artikeltypen: Alternativ, Optional, Zwischensumme, Gruppensumme
Für die Belegerstellung (Angebot, Auftrag, Lieferschein, Bestellung, Rechnung,...) fehlt Zoho Books grundlegende Eigenschaften. In jedem von unserem Unternehmen verwendeten und bis dato getesteten ERP-System, Warenwirtschaftsprogramm, etc, gab es diese
email notifications in zoho connect
Hi, I have not been receiving email notifications for a few days now, even if the reminder is set in a specific task. I think the problem is that for some reason the email notifications in the general tab are turned off and there is no way to turn them
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