Can you create an email distribution list in Zoho Desk?
When replying to tickets in Zoho Desk is there a way to create a distribution list? So I could reply to a ticket with a single email address and have that go to multiple people? So I don't have to put in each email address individually.
Tip #35 - On using Kanban View in Zoho CRM
Hi folks, It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here. Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filter
How to update decision box field based on two criteria
Hi, I am trying to update a decision box field which will show an assessment record as "overdue" if it has not been marked. I want this to be based on if the due date is before the current date and the marked box is false. I am trying to use this code
Need to hire a Zoho Contractor
Hi All: I am new to this group, so apologies for posting this in the wrong area (if that's the case). I am in need of a Zoho hire to help me with the following: *Go through our platform (we are Zoho clients) and help identify which of the apps we have
Pre-filling Client Data in Zoho Sign Without Editing the PDF
Hello! I've been using a contract generator created with Zoho Forms, and it's been fantastic. The template has a designated area at the top for client data, which is typically left blank for clients to fill in before they sign the document. On this occasion,
Zoho creator form confirm success show message for multi language
https://help.zoho.com/portal/en/kb/creator/developer-guide/forms/manage-forms/articles/understand-showing-success-message#Understand_showing_a_message_on_form_submission How can I setup different language message ?
Reported Issue in Zoho CRM - Getting error while accessing Modules, Custom Views
Hey Enterprise Community, We have identified that we are encountering an error message stating "Internal error has occurred" when trying to access modules and custom views in Zoho CRM. Additionally, actions such as record creations via API and WorkFlow
Nouvelle version V2.7.1
Depuis la nouvelle version j'ai un problème à imprimer à distance.
What's the difference between Directory Departments and People Departments and how they integrate in Cliq?
In the Remote Work section of Cliq, you can filter Cliq users by Department. However, none of the Departments I have created in Directory show up here. Instead, it's only the Departments from People. Should the Departments in People be in sync with the
How to record monthly accruals for Air fare, leave salary and gratuity in Zoho books?
I am trying to book accruals for Annual leave salary, gratuity and air fare for the employees in Zoho books. Can you please explain how these are recorded?
What SME products does Zoho offer, and how can I access more detailed information about them?
Would like to attend the webinar to learn more about the products Zoho One: Zoho CRM: Zoho Books: Zoho Projects: Zoho Desk: Zoho Analytics: Zoho Campaigns: Zoho Creator:
Journal entry need to charge against project
We have several expenses that go to a project and then are distributed a few months later to other projects. This is a typical process for us on a quarterly basis. Usually, we make a journal entry to 'move' the amounts from one fund to another but in Zoho Books we are not able to move amounts from project to project--the field is not available. ?
SPF record not found. Contact your domain provider. Not able to authenticate email in Godaddy from zoho books
Hello team, The authentication is keeping fail because SPF record not found. while DKIM record configured. Attached are some screenshot for reference Please advise ASAP
change font colour of certain items in lookup list.
Is it possible to change the colour of the font of certain items in a lookup list? I have form that allocates tickets. Once a school has recieved tickets, a field called 'Received tickets' in another form(Add/Edit schools) has its value changed to yes.
Zoho CRM: Inserting Zoho Survey Link
Hello, I am trying to make a template using my survey link, but it does not appear in the dropdown list despite being launched and active. I am new to Zoho, so I would like to know how I can fix this. Thank you.
Translate some words
Hello, in my calendar almost everything has been translated but the words consultation and consultant are not translated. How can I translate them? Thanks
Warranty Replacement Fulfillments
Hello, what is the best method for tracking warranty fulfillments? Currently I just create a new sales order/invoice and zero out the total. This doesn't allow me to track defect rate very effectively. Is there a better way?
Date Time field not reading api input correctly
I've run into a strange issue which probably has a simple solution. When I am inserting a record, I have a field that maps to a date time field. When I look at the xml before it is sent it has a value of 08/22/2015 11:59 AM. The insert processes fine
Function #45: Automatically convert billable expense to invoice
Hello everyone, and welcome back to our series! Zoho Books allows you to easily charge your customers for expenses that you have incurred on their behalf. You can achieve this by marking the relevant expense as billable and then manually converting it
Is there anyway to restrict the "Bill up to" date to a specific date when creating or editing a new invoice?
Is there anyway to restrict the "Bill up to" date to a specific date when creating or editing a new invoice? Use case: In order to standardize monthly reporting we restrict the time periods that may show up on an invoice. This is common for CPA firms.
Why are some reports not available for scheduling?
I know I have asked about this years ago, but I can't understand why only some reports are able to be scheduled while others are not. I need a monthly report generated and emailed for my sales tax liability.
How to cronJob for async between Zoho and my ERP.
I am going to implement the async. And I wanna get access_token without user interaction, so I can set cronJob. If you have any experience and idea, please help me. Thank you.
Map Fields from Accounts Module to Contacts Module via Custom Function
Hi Zoho Community, I need a Code Snippet please because my Deluge skills are pretty poor..... I have the following Fields in Accounts module. FBA Cashback Amazon Repricing eBay Repricing Buy Box Booster Nachfrage Optimierung The API Names are FBA_Cashback
Availability of the Custom Sort Order feature for Windows and Mac platforms??
Notebook Team, I hope this message finds you well. I am reaching out to inquire about the current status and planned updates for the Custom sort order feature within your application. A year ago, it was mentioned that this feature is supported on iOS,
,PDF in notebooks don't automatically show picture
ALl of my .pdf's inside notebooks show up (when you open a notebook) as a red .pdf. Then when I open the file, it downloads and the picture appears (the first one in the .pdf.). Can we download all the data so the .pdf does not have to be opened to see
Zoho Books minimal Inventory Opening Stock accounting
When an Opening Stock quantity and rate are set in Zoho Books minimal Inventory, are these values recorded as an expense and thus reduce operating profit? Also, would these values be added as a current asset and thus show on the statutory balance sh
Plot a count of records during a date range
Hi all, I am far from a SQL expert, but this feels doable and I just don't know how. If I had a table that looked something like Stage History.. Record Id Start Date End Date Stage Duration (Days) 11111 10/01/2020 10/21/2020 Needs Analysis 20 11112 09/20/2020
Getting an error on saving code that there is an error connecting to the service
While working on some bug fixes this morning we are running into an the attached error message. "Error occurred while saving the script. Could not establish a connection to the service." This is while saving the script for a Page
How to invoice 1 sale to 2 different parties.
Dear Sir/Madam How do I build a billing system that makes it possible to invoice 1 sale to 2 different parties in zoho Books. Both parties pay part of the cost. It is intended that both parties see the full amount invoiced. The invoice must state how
Sales by Item total not equal to Payments received
I'm running reports on my Zoho invoice account for the previous year. The total showed for the "Sales by Item" report is LOWER than the total showed for "Payments Received" Can someone explain why? I'd understand if the Payments Received were lower than
Handling Duplicates in Zoho CRM
Find and Merge Duplicates is a great facility. However, it works only within modules. It works within Leads and in Contacts. Instead, when I invoke Find and Merge from Leads or Contacts, if it shows the duplicate across modules it would be great.
Tables - Additional Feature List
A few things I am missing as a Monday partner that I am hoping will make it on the roadmap: Status fields & rollup (very important for team project management) Conditions for status fields - so base owner can set a number of columns as "mandatory" before
Zoho Books - Your Subscription is cancelled
Dear Zohobooks team, I hope this message finds you well. We are writing to bring to your attention a pressing issue regarding our Books account. While we made the payment on 23-02-24, we were dismayed to discover that our account has been cancelled due
Getting "Inventory tracking cannot be enabled or disabled for items that have transactions." on items on Zoho. How do I track inventory on items that have already been added?
I want to track inventory for some items which were added earlier and orders have been placed for them. Whenever I click on "Track Inventory" I get the error - "Inventory tracking cannot be enabled or disabled for items that have transactions.". How do
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Add custom view Option Disappeared
We observed add custom view option has been disappeared in our panel, Can you please fix that soon.
PRTG monitoring to open tickets with Zoho Desk
Has anyone built an API that allows PRTG to open a ticket in Zoho when a sensor is down for a set amount of time? Thanks
Can I post a blog post via ZOHO Social to ZOHO Site or WordPress?
I like to post all my content out of one hand via ZOHO Social and also want to post blog posts to blog on ZOHO Site or my blog on WordPress. Is that possible? I don't find any information about posting to blog via any ZOHO Apps! Thanks!
Salesforce Integration doesn't seem to be working
I connected Salesforce and mapped a few basic fields but after more than 36 hours, no accounts or contacts seem to have synced - why might this be?
On Premise Solution
I have had some difficulty finding info for the 'On Premise' version 1) Where can I find pricing info 2) Will this version receive regular updates and patches 3) Is the functionality the same as the 'On demand' solution 4) Is there a customer portal. Regards Toby
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