How Change the Position of Logo's in invoice of Zoho Books using Template Customization
We need to change the logo position in invoice of Zoho Books both organization and customer company logo .it's means change the left and right position.for example please refer following Screenshot is attached below...
Sort CRM Dash board list
It would be great if we could sort the CRM Dashboard list either alphabetically or manually. I would also like to be able to delete the standard dashboards that come pre-installed. Is there a way to do this that maybe I am over looking? Thanks!
Contact associated with multiple accounts
We are trying to send surveys prefilled with information from CRM such as contact name and the account they are taking the survey on. We have contacts that are associated with multiple accounts. Is there a way to prefill, like a drop down, for them to
API: How to use the Record_Image field
Hey, I'm looking to download the image from a specific record. I know I can use the api as follows: https://www.zohoapis.com/crm/v2/{module_api_name}/{record_id}/photo But I want to avoid making two calls to the CRM API. I know the record comes with a
CRM Issue Find and Merge
Greetings, Enterprise Community! We wanted to connect with you regarding a recent issue concerning our Zoho CRM Find and Merge. It has come to our attention that upon attempting to search for duplicate records using a criteria, the page loads indefinitely.
delete inactive users
Hi, can you delete all 14 inactive users in the data base? thanks sixtine
Return Merchandise Authorization (RMA) Module
Hello, please add a returns module where we as the purchaser will create a return from Inventory that is emailed to the supplier and/or displayed in the supplier portal for them to login for further details/notes. They will approve or deny and provide
Writer - merge Document Fonts broken
Since last Weekend the automatically created Merge Document from Flow via the Build-In Writer-Function is no longer working as before. Most of our Users are no longer able to read the Documents. We investigated, that the Font (Robot) is no longer stored
Creating URL in deluge/HTML
Having difficulty adding target=“_BLANK” to a URL I’m creating. I have dispLnk = "<a href='" + i.URL + "'>" + i.Title_Name + "</a>" + " - " + i.Description; where i.URL is a companies site, i.Title_Name is the company name and i.Description is their tag
Zoho People employe information.
So, starting to play more with Zoho People and I was wondering something. So, the employes we add in Zoho People are taken straight from Zoho ONE in our case. We set all the information in Zoho People, but this information is not being populated in other
CRM pictures and file upload
Sometimes you can go around in circles . We want to take photos of jobs on a module on our crm via a phone or tablet. Apparently images are not supported so you use a file upload. Brilliant. Love it. Later we are working on a template to mail merge a
Passing a value to an "+ add new entries" form
I want to pass a value to an "add new entries" form. Take for instance the forms in the Zoho help example app "Dynamically adding items to a picklist" Back when that example was created it wasn't possible but now we can configure a look-up field to allow the addition of new entries. Let's say I didn't find the state I wanted for the selected country and wanted to add it. Since the "State" form in the example has a "Country" field, I wouldn't want to have to select the Country in the State form when
Passing data to a form invoked by clicking the "create new" button in a lookup field.
Here is the scenario... I have a form called "order". In this form I have a lookup field called "ticket" which creates a relationship with a ticket form. In this lookup field I have turned on the ability to add new entries. What I'd like to have happen is that when a user is creating a new order (using the order form) if they click "add new" to create a new related ticket, I'd like to populate some of the fields in the ticket form from data the user has entered in the order form. Is this possible?
Passing parameters to "add new add entries" form
Hello, It will be great to have possibility to have property for each field in form (checkbox) "pass this to add new entries forms". For example: Form "Clients_Requests" Lookup_field: "Client_ID". Checked "Pass this to add new entries" Lookup_field: "Contact_Person" with checked "Show a link to add new entries in Contact_Persons" property. When you click "Add new" for Contact_Person, new form is loaded and Client_ID is setted to "Client_ID" from "Clients_Requests" parent form "Contact_Persons"
How to make salutation a required field?
Our customer communication uses the last name. So, our emails and letters start with Dear [salutation] [last name], e.g "Dear Ms. Johnson." We constantly forget to set up a salutation and the result does not look good: "Dear Johnson." How can I make the
Content of note missing
Without deleting content in a note, all the content saved for years have disappeared. Need help asap, please!
Image field pan, zoom and crop feature
It would be nice to let users arrange the images they input in image fields by allowing them to pan, zoom the image. Nowadays this is a standard input method used in most applications, so I think it will be very useful.
Is there a way to trigger a Zoho Books workflow when time is imported from Zoho Projects
All of our time comes from Zoho Projects. We are working on automatically creating an invoice usign Deluge/API/Zoho Flow when time is imported into Zoho Books from Zoho Projects. Is there anyway to trigger a workflow when this happens?
How to use to invoice validation to check that no line item date exceeds a specified date
How to use to invoice validation to check that no line item date exceeds a specified date 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. We will bill through
Zoho Meeting App Logs out every time i close it
Hi, I have reached out multiple times to say how annoying this is. I use Zoho Meeting app all the time on my windows PC and every time I close the app and reopen it, it asks to sign in again. Dont have time logging in every single time why doesnt it stay
authenication failed
I sent a campaign out. My dkim and spf are authenticated according to the domain verification on settings page of zoho. However, my own zoho email account which is a subscriber warned me this was a spoofed email. Protonmail (test account) also said it
Creator to Writer Template Merge - Image field not visible for mapping
I have a Creator form field that holds an image. I made a flow that works when a new Creator record is created. I add Writer to the Flow and specify a Writer Merge Template that has Image fields. These image fields will capture the image coming from Creator
Late fee custom script in Zoho Books
Hi New to Zoho and trying to set everything up. I want to add a late fee on my invoices. I found this script: https://www.accountexnetwork.com/blog/2016/08/zoho-books-continues-automate-custom-functions/ //create a variable to get invoice total and add a 5% discount
latefee = invoice.get("total").toDecimal() * 0.05;
//display the value stored in the latefee variable
info latefee ;
//add late fee and adjustment and store the total amount in the variable 'adjustment'
adjustment = invoice.get("adjustment").toDecimal()+
Late fee custom function
I am currently using the following custom function to execute a 1.5% late fee on invoices that are past due. //create a variable to get invoice total and add a 1.5% fee latefee = invoice.get("total").toDecimal() * 0.015; orgID = organization.get("organization_id").toString(); invoiceID = invoice.get("invoice_id").toLong(); //display the value stored in the latefee variable info latefee; //add late fee and adjustment and store the total amount in the variable 'adjustment' adjustment = invoice.get("adjustment").toDecimal()
Late fee customization
I would like to set up late fees. I have searched and cannot figure out how to accomplish this. Also, on the app I am unable to select the "terms" while creating an invoice. I just have to select the due date I want. This is disappointing because I use the app 99% of the time. Any help is greatly appreciated.
Automatic Late fee on some invoices, but not others.
Hello, I was wondering if there is a way to set the automatic late payment fee on only the invoices I choose. All my clients have recurring profiles that invoice them monthly for our services. These have a late payment fee if they do not pay by the 15th of the month. However, we also sell an occasional product to our clients also. These invoices I do not wish to have a late payment fee for. Thanks, Chuck
Late Fees in Zoho Books
How do I apply late fees to invoices in Zoho Books? I used to do this in Zoho Invoice by using a drop-down box to choose the late fee to associate with the terms on my invoice. In Books I cannot find a way to do the same thing. I have successfully migrated
Late Fee customization on Invoices
We just switched from Freshbooks to Zoho Book since we integrated Zoho One across the company, however, I'm having a difficult time figuring out how to automatically add our late fee? We send invoices out on the first of every month. We have Net 30 day terms so usually expect payment by the last day of the month or a few days later at most. We charge a late fee of 1.5% of the invoice per month if payment is not received by the 15th of the following month. So if we issue an invoice on July 1st and
Re-enable Connect integrations by March 30 to avoid disruptions
Hello, At Zoho Connect, we're committed to ensuring the utmost security for your interactions with our integrations. To align with our recent security enhancements, we kindly request you to re-enable certain integrations associated with your Connect account
Client Script | Update #5 - Supporting Dynamic Lookup Filters, Flyouts, Widgets, List & Detail Page (Standard) and much more!
Hello everyone! We are immensely delighted to introduce the most-anticipated and enchanting features on Client Script to empower you to fulfill sophisticated functionalities in Zoho CRM, thereby providing a rich experience to your users. Let us walk through
Help with workflow not recognizing condition
Hi, I've set up a workflow so that when a new vendor record is created with a specific service it will create a matching record in a different custom module. However, when it runs it says that the "condition is not met" so is not a failure, but does not
CC at Desk create uncomplete Contacts on CRM
Hello everyone! I'm encountering an issue with contact synchronization between Zoho CRM and Zoho Desk. Once the feature to add secondary contacts to tickets in CC is enabled, I notice that it's creating Contacts in Zoho CRM for all the emails that are
Hotel management software
Hi, I am looking for a hotel management software for my small business. i have come across your pre-built application and was wanting to know more about it.
Late fees in Zoho Books
I am looking for the way to set up late fees on invoices in Zoho Books. I did this in Zoho Invoice by using a drop-down box while editing an invoice but I don't see this option in Zoho Books. Nor do I see any options in invoice settings to set up late fees. I have migrated all of my data from Zoho Invoice to my paid version of Zoho Books and absolutely love the double-entry accounting set up in Books. All of my set up went very smoothly except these late fees. I have some customers with late fees
Updates?
is notebook getting any love? its been since september of 2023 since anything was updated?
Macbook app always requires signin, logged as multiple sessions
Hi, as the title says - the Macbook app frequently seems to kick me out and prompts a login again. It has been annoying, but manageable. However, today after signing in I received an error message about too many sessions - it seems that although the app
Can i create in app inbox with zoho?
I'm using zoho desk and soon zoho crm as well, I was wondering as a saas b2b2b company if I could somehow utilize zoho and create some sort of in app msging between the initial client of my to his end client (who is a client of mine as well) Example:
Edit Display of Fields on Create & Edit Screens
Hello, I've encountered a problem and would appreciate advice on possible solutions. Thank you in advance! I've been customizing Record Detail View pages using Canvas and setting up workflows to show only essential fields unless certain selections prompt
Delete Zoho Mail
How do I delete my primary email from zoho mail? NOT my account email!!! The emails I've added from my domain to be used for zoho apps. Zoho mail has single handedly destroyed all communication within my business and I'm seeing nothing but huge problems
Problem in the email authentication step
;Hi When i am in the email authentication process, i am able to verify my domain, however not able to validate the records. After clicking on "validate the records", i am copying the DKIM and pasting it in a new TXT in the DNS setting in my shopify domain. Then i go back to Zoho and click validate records and i receive the message below: Syntax error found at the start of the SPF record and Syntax error found in the DKIM record Kindly assist me. Thank you
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