Introducing Invoice Consolidation for Offline Subscriptions
Hello Folks, Glad to announce the feature of Invoice Consolidation for Offline Subscriptions. If you are having multiple subscriptions for your customers, now, you can send a single consolidated invoice for all the Offline Subscriptions that are getting renewed on the same date. Advantage? Customers will be receiving single invoice instead of multiple invoices upon renewal. Also reduces your efforts in follow-up with your customers for payment collections. For Example: If Customer has Subscription
Edit Layout of 'Candidate Approval' page & Allow Filtering
We'd love to be able to edit the layout of the 'Candidate Approval' page to show different fields. We'd also love to be able to filter the view by certain fields like 'Clinician Type' or the job they applied for. Thanks!
Access parent record in formula field
Formula fields in CRM are very useful. While I can use various functions on record's fields, I cannot seem to be able to access parent's record. Example: - I have a custom module Transactions and then a lookup field on Deals module allowing 1:many relations
Function #44: Notify admin users when expense accounts exceed the safe limit
Hello everyone, and welcome back to our series! Are you finding yourself consistently overspending in certain areas? Do you need a system to keep track of your expenses and receive alerts when specific accounts go over their limit? Today, we bring you
Creating a Unique ID (GUID) in deluge
Hi, Is there way to create GUID in deluge? I will have to use this Creator. https://en.wikipedia.org/wiki/Universally_unique_identifier Thanks PS
Email Font Change
Hi, can you please tell me how I change the default font for all users within our company for when we are writing emails to both client contacts and candidates?
I would like to develop an installment plan
Hello, I'm inexperienced in the field, but I'm trying to develop an expense app and I would like to add the option to pay in installments, so that the expense goes automatically to the following months, if anyone could help me?
Public View of Leave
I'm asking this to the community as much as I'm asking the moderators... What i want is an ability to view all staff leave in a calendar type application so everyone knows where everyone is. Perhaps there is a mechanism that others use that you could tell me about or if there is a way in People to do so, I'd love to hear. I just want to have a view so everyone within the company can see everyone else's leave. Therefore I can know if I want to take leave in 1 month - has anyone else already got
Zoho Fraud and deceptive business practices
Like most of you, I have been unable to cancel my Zoho subscriptions. I spoke with the "sales manager", who refused to let me speak with his supervisor and could barely speak english. I have canceled my autopay through PayPal for my Project and Billing
Update Payment Method
Hi Zoho, I need to update my payment method. Where can I click to update payment method, please? Thanks, Jonah
Auto adding products to an account once an order has been placed.
Hello, Is there a way to automatically update the 'products' associated with an account once the account/client has made an order? For example, if we quote Company A a year of support and they place an order (meaning we convert the quote to a sales order), how can we make that year of support (which is already included in our product list, by the way) show up under the products that the Company owns? Would we just have to add them manually each time? Thanks!!
Wp Job Manager Zoho Recruit API
My WordPress website is powered by wp job manager plugin. I am trying to find a simple method of integrating the job applications with Zoho Recruit applicant tracking system.
focus on form field
when you click the edit button on a record the first field of the form needs to have the focus so i can type or tab to the right field without clicking again... tonythomas
Storage space almost full
Can you please offer your users a better, more efficient way to manage storage and attachments than: Step 1: Log in to your Zoho CRM account. Step 2: Navigate through the records and delete the attachments that you do not need. And I don't mean by purchasing
Leave approval: send confirmation emails to requester and additional users
Hello, I use the approval feature of Zoho People > Leaves and I need to recreate the following behaviour. Let's say I have this case: 1) Employee A is the one who's requesting the leave 2) Employee B and C are the approvers 3) Employee D and E is another
Long multi line field. Page break in template
Hello. When I have a multi line field in my report that occupies more than one page, a previous page break occurs during printing and exporting to PDF. How can it be avoided? I have inserted in the template, the value div, both "page-break-inside: avoid"
Self-client INVALID_TOKEN error
Hi, I am looking to use the v2.0 API to allow users in our system to submit tickets in Zoho. We would like to set it up as a self-client as we prefer to set it up to provide a known access token from our back end service that will submit all requests.
Introducing customizable form links in Bigin
Greetings, Forms are essential for businesses, as they provide a structured way of collecting information and engaging with customers. Bigin Forms simplifies form creation and distribution for your various business needs. Users can share forms with customers
Scheduled Maintenance not blocking dates when Service appointment template is used.
Hi When a scheduled maintenance has been booked for a Technician then the Service appointment gets created on the the scheduled date This is a problem because the Dispatchers will not remember that there is a scheduled maintenance for that technician
Sorry! We are unable to process your information. Please try again after some time. If the problem occurs again, please email to payments@zohocorp.com.
My credits have expired and i am trying to but 3 more units on zeptoMail but it was giving this error: Sorry! We are unable to process your information. Please try again after some time. If the problem occurs again, please email to payments@zohocorp.com.
Zoho Developer Hangout (ZDH) - Episode 8 | Creating Widgets Using JavaScript in Zoho Creator
Hello everyone, Widgets in Zoho Creator offer a range of capabilities to augment your application. They enable you to create and customize features specific to your app, giving you control over the front-end design, and allowing you to redefine the app's
CRM/Finance sync issue: different OWNED TRANSACTION logic
Business background: in our enterprise we have sales person with their owned customers, which is assigned and synced with account owner in CRM and customer owner in Books, so that sales person will be able to see their owned customer in Books and Accounts
Wrong TDS Deduction showing in report.
I have deducted 5% TDS under 194H but its showing 10% TDS under 194H, screenshot attached for the reference.
Announcing a change to how null values in formulas are computed in Zoho CRM
Dear All, We hope you're well! As you all know, the formula field is a versatile field that enables you to perform varied computations, from simple math to concatenation to field value comparisons. To learn more about the different capabilities of formula
Running a report for Customer Balance Inquiry for Active customers only
I want to run Summary Customere Balance Report but it includes the inactive customers as well. How can add a criteria to this report. The inactive customers are obstructing the view. Also, how can I arrange this report (according to balance owed for
Creating vendor contact via API
We are trying to create vendor contact via API, it is showing error "to enable vendor portal for organisation". Can you please help on this, as we are just trying to add contact as vendor, for which why it is required to get vendor portal for organi
How to apply payment to payables created in manual journal?
While migrating to zohobooks, I created manual journal reflecting payable to vendor. Next action was payment done via Bill payment. Total balance is zero now, but payment is unapplied (show Unused amount).
Hide option not visible in blog page
I want to hide RSS Subscribe button in blog page. but i have no edit visibility on Subscribe to RSS feed, how can solve this?
Can I create the Validation Rule using Custom Function in Zoho Books
Hello There, we need to restrict the submission of sales orders in confirm status.when the SO is Confirm Status.by using Validation rule in the SO. rules depends upon SO status.but how we restrict the submit action regarding another field values that
This Operation has been restricted. Please contact support-as@zohocorp.com
Hello, I am trying to add my domain but, It shows me error like "This Operation has been restricted. Please contact support-as@zohocorp.com ". I am trying to add domain name clickonlineresearch.com Thanks,
Low Resolution/Quality Video
Hello, I have a 1080p 60FPS web camera which works fine on Zoom, Teams, Skype etc but with Zoho Meeting the output shown to myself and colleagues is nowhere near the 1080p resolution. Frankly its all blured. Any reason for this?
Zoho One Licensing for Zoho People
Hi, We are already using Zoho One CRM and Inventory. If we adopt Zoho People, will there be an additional billing?
Zoho Invoice vs Zoho Subscriptions
Hi, I'm using Zoho Invoice to run a newspaper subscription business. I just saw the release of Zoho Subscriptions, should I migrate over? What are the benefits?
Automatic Left Aligment for Formulated Column in Pivot Table
HI, From last 3 days, all the pivot table where we created a column with formula is automatically setting left alignment and very hard to change to right aligment. some time it take morethan 10 attement to change the format in setting option to but fail
WorkDrive is slow
Our company is running into significant speed issues. Folders take up to a minute to open, menus take 30 seconds before they appear, pages take a minute to open, etc. Are there plans to increase speed to make it more useable?
How to clear all Tags from Account via Deluge
Hello, I created a function to read the status of an Account's Related List items, and then add a Tag to the Account's pre-existing Tags based on those statuses. When those items' statuses go to status terminated, I need the Account's tag to go away,
Accounting on the Go Series-27: Mastering Multi-Currency Management in Zoho Books
Hello users, Welcome back to our Zoho Books “Accounting on the Go” series, where we explore the latest features and functionalities designed to streamline your business operations. As companies expand globally, the need to transact in multiple currencies
Zoho Crm Web Form Transparent Background
Is there a way to make the background in zoho crm web forms transparent?
ZOHOLICS - AUSTIN 2024
✈️ Unleash the Power of Zoho in the Lone Star State ✈️ Greetings Enterprise Support Community! Our flagship event is BACK! Join us in the vibrant city of Austin for two days packed with innovation, inspiration, and unforgettable experiences. We're bringing
Remove documents tab from Task
I have set up the project dashboard to not show the documents link, because we are not storing files on Zoho. However, the documents tab still shows up within a task detail page. Can I remove this tab? It's causing confusion for my team.
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