Zoho CRM - Product - Tax Based on State/Province
Hello, In Zoho CRM, when adding a product you need to set "tax" value. However what happens when the Tax rate is dependent on the buyer/customers location. e.g. Business is located in: State A Customer is located in : State B The tax rate for customers
Disabling Two Factor Authentication
Hi How do I disable (& possibly later re-enable) Two Factor Authentication (TFA)? Thanks Ross
Before field - Schedules
Hi all, Can you guys help me understand this option, and why this accepts only the Single Line field for reference? I have not found any document talking about this.
Minimize or remove stages for specific views
Hello Zoho warriors! I am in a team where we would like to simplify the pipeline-view for specific users. We have a team of sales team who should ONLY see stage 1-5 and then we have a technician team who should ONLY see stage 6-10. I came close to what
Non-public topics for Zoho Campaigns
Hello, I would like to use Zoho Campaigns to email correspondence with investors, but I don't want our regular marketing users to receive the emails or have the ability to sign up for the topic. Is it possible to create a campaign that is outside of the
Seeking to Hire Zoho Creator Developer
Hello Zoho Creator Community, I am the VP of Operations of a service company with field engineers who work on utility-scale Renewable Energy power plants across the US. We are seeking to hire a Zoho creator developer to help us migrate to our own native mobile application built on Zoho Creator. We currently use Google forms to capture data from the front line (service reports, timecards, mileage reports, and expense reports). With each form submission, it adds the data to specific google sheets,
Ticket KPI in Zoho Desk Dashboard
Hi! I am trying to create a KPI for our tickets to show progress/decline in graphical view or something similair. More spesifically, I need to know the status of all our tickets at a speciffic time. E.g. how many tickets were open january last year, how
Is it possible to build custom fields in ZoHo Forms ?
Is it possible to build a custom field that combines some of the different aspects of the basic fields into one line (or field)? Such as... We would like a field that combine 2 questions with checkboxes as well as have a text box to be able to add a note
Block Domain
Hi How do I block the domain logopädie-beyer.de? When I add that domain Zoho says invalid input - logopädie-beyer.de Best regards, Murray
Preview is not available for this file.
I'm having a problem with two PDF files that I just upload to a notebook where I'm getting a "Sorry! Preview is not available for this file." The largest of the two files is just 2 mb I'm able to preview all other PDF files that I have loaded before today. Please see attachment
New Features rolled out on Feb 26, 2024
Advanced Analytics Connector for Pipedrive You can now seamlessly import Pipedrive data into Zoho Analytics to gain enhanced insights. Attain a comprehensive understanding of your business processes, optimize sales strategies with detailed insights, and
How to display subforms datas from zoho form in zoho crm fields ?
Problem : you can add 5 subforms in Zoho Form, but only 2 in Zoho CRM fields. How can I display the datas from my 5 subforms into my CRM fields ? Thanks in advance.
Zoho Desk: I want to allow certain CLIENT PERSON not company to view their OWN tickets
I want to allow certain CLIENT PERSON not company to view their OWN tickets. I know how to allow all and maybe to view the whole company if I enable some global settings. But would like to allow just 1 Person to view his own tickets. Is this possible???
Send WhatsApp replies depending on the keywords/Answers
Hi, When I use Buttons in a template, how can I reply based on the answer? for example if I have 2 Buttons: Sopport and Sales and the customer click on Sale, how can I configure the next answer? Thanks
Zoho Forms and Zoho Books/Payments
Is there a way for a zoho form to collect credit card info and save it to Zoho Books and/or Zoho Payments so we can charge a deposit for services? If not, there should be.
How to point Snowflake DataPrep connection to use a particular SCHEMA
Hi - how do I set the Snowflake DataPrep connection to use a particular SCHEMA in the database? I've tried appending the schema to the database name and to the table name but not working so far. Also I am getting errors on "warehouse not active" and "user
On the job Estimate
The CRM works quite well offline so I assumed Books would. I need to be able to prepare an estimate in a customers home on the iPad and in the real world we do not always have a data connection. Without data the app fails at every operation. Any ideas
Campaign sending has been disabled
Please check my account i sending two campaigns under two days so my campaigns sending is disabled please active my sending campaigns account. and i'll try to remove bounces emails so they show notification you can contact with support team.
Customer is charging commission on the invoice. How can i deduct the commission amount from that particular invoice.
Hello, We are selling on e-commerce platforms like amazon, noon etc. We are generating sales invoices on the name of these platforms. At the same time, these platforms charges us 2-3 different kind of charges on each invoice. And after deducting the charges
how to refund a deposit to a client's credit card using a stripe?
At the moment I see this way: To partially refund an invoice in Zoho Books, I need to create a credit note for the amount you want to refund and apply it to the invoice. Then, I need to go to the Stripe dashboard and find the payment I want to refund.
Checkbox and Stages
Hi. I'd like to make a rule under Deals wherein you cannot proceed to the next stage unless a specific checkbox is checked. How would I be able to do that? Thank you!
Converting Leads to only Contacts
Hi, As someone relatively new to ZohoCRM with around six months of experience, I've been exploring how to seamlessly transfer contact information from our CRM to Campaigns. One key insight I've gathered is that contact details from leads only appear in
Not only void functions in Kiosk
So, the returned result could be used in subsequents components of the Kiosk. That's it. Saludos
How do I choose/unselect some fields from Forms when integrating to Google Sheet?
When I integrate my FORMS responses with Google Sheets, all fields are mapped. I would like to unselect certain fields and not have them integrated into the Google Sheets. Eg - Responders address, phone number, amount paid etc How am I able to do th
Problem about widgets
Hey, I have a react app and I have placed my app inside of a widget. The issue is, I need to change the widget URL dynamically. Here is why: for example this is my url https://test.app. It's the homepage. But what I need is https://test.app/contacts/offers/123456789.
How do you add an external user?
We have an company with two Zoho CRM organizations/deployments. One of their marketing staff needs to have access to both CRM organizations. She's been added as a standard user to one of them. How can I add her as an external user of the other? She'll
Books VAT already included
Im creating Books estimates with the API from CRM. The item I enter via the API have prices that already include the VAT, how do I stop Books from adding VAT at the end? The setting should appear in Sales > Estimate right? Has this something to do with
IP Address of User Submitting Website Form
We are having frequent, unwanted submissions through our webform and I would like to block the IP Address of the unwanted visitors to our site. Can I get some assistance in determining the IP address of users who submit information through our website form, please? Thanks in advance!
Email & Mail-Merge tags for Contact Roles & Events on a Deal
I've been using another CRM system that was built more specific for real estate, but they have a couple of very useful merge tags that I'd really love to see Zoho make available in the (near) future. These would be great to insert into emails (including
Getting Error when Making API Call in Zoho Creator to FreightCom API
I want to make an API connection between my Zoho Creator app and the FreightCom API. Here is the code for my function: ``` string FreightComTest() { endpointUrl = "https://customer-external-api.ssd-test.freightcom.com"; apiKey = "This is my API KEY. I
Mark Files as Favorites for Quick Access
Keep all your frequently accessed files together, and view it directly under one tab. You can now mark all your important files, folders and workspaces as Favorites, and save your time of skimming through all the folders to find a file in hurry! Just click the star icon beside any file, folder, or workspace and it automatically gets added to your Favorites list. You can view all your favorite items, under the Favorites tab in the left pane. Start marking your favorites and find them easily when
Custom Ticket Number
Good Morning, We have been using Zoho Desk for a while, and we want to know. Is it possible to set the ticket number to start from a custom value? example #340 Thank you in advance for your prompt response.
Skyslope to ZOHO
Hey there! I am hitting a road block when it comes to integrations. Skyslope tells me that ZOHO is not an approved platform for them to integrate. Which, sure not a problem. But I know there have been several people I have known that say the connected
Need Help with Creating a Sales Order Form on Creator
I asked ChatGPT to write me some code for a sales order form that pulls data from Zoho Books and Zoho CRM. Essentially, I want to be able to check for duplicates using the email address, and also pull the auto-generated sales order number from Books.
What is a valid category name?
I'm trying to organize my KB and entered the name of a Sub Section as "Actions Tab" and received the following error in red: 'Please enter a valid name'. I need some direction as to what's wrong with that name. Please help.
Check API Requests rate limit current usage
Hello, According to this table, the plans have these maximum number of daily API calls in zoho desk, Free 25000 requests per organization, per day Standard Edition 50000 requests per organization, per day Professional Edition 75000 requests per organization,
can I have a search bar that looks ip Zoho forms values?
I'm working on a few zoho forms to embed on my website, but I would like to have a search bar later to query these people, is that possible do I need something else to make it work?
How can we track Source per Job Opening for a Candidate?
We need to track the source of a Candidate for each Job Opening that the Candidate is associated with. For example, a Candidate may apply to Job #1 from Indeed (source is Indeed).. Then the same Candidate may apply to Job #2 from our CareerSite (source
Add Sorting / Filtering Options on the Community Webpage
It would be helpful if you added some sorting and following options to the Zoho Community Pages, under Idea. For example, soring by Top Voted or filtering on Idea Status flags. https://help.zoho.com/portal/en/community/zoho-notebook/filter/all
Zoho Form Deactivated
Good morning, I created a form last night. This morning I opened Forms to finalize it, but it appears to be "deactivated". I can not find anything online suggesting why my form was deactivated. I sent in an email, but I have a meeting with a client about the form in less than an hour. Please help.
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