Cannot fetch ticket info via custom function
Hello! I'm creating a custom function on a recently created department, but when i try to fetch the tickets details using the Zoho Desk API i get the following message: {"errorCode":"FORBIDDEN","message":"You are not authorized to access this resource."}
What is an "Active Customer" in Zoho Books?
What criteria is used to determine if a customer is active or inactive, and does it automatically change over time if a customer stops buying from us?
Dual Delivery with Microsoft 365 as the primary server
Hey guys! We are looking to migrate our email service from Microsoft 365 to Zoho Mail, but first we need to make sure that emails will be 100% migrated and that the Zoho Mail solution meets the team's needs. We don't want to make Zoho Mail the main server
Leverage competitor mention in workflow rules
Dear Customers, We are happy to announce a feature enhancement that will change the way you engage with your customers and outpace your competition. With this enhancement, you can now seamlessly track competitor mentions within your email communications,
Zoho CRM tasks on dashboard
Hey all, Is there a way to have Zoho CRM tasks show up on the dashboard. It seems the task widgets only pulls the 'Connect' tasks.
Tip 1: How to paste images in Zoho Mail - Insert/ Embed images inline with email
We all add screenshots, or copy paste images in our emails. Often we rely on third party tools to annotate them, save and them embed them in our emails. No more image hassles! Just paste the screenshot you captured, annotate it, and embed the image right inside your email. Steps: Compose the email. Copy the image you want to embed, to the clipboard. In the editor, place the cursor on the exact location where you want to embed the inline image. Hit Ctrl + V to paste the image or choose Paste from
Sync Item Bill Rate With Item Field
Hello, is is possible to sync the latest bill rate of an item to a custom field of that item? Thank you
Importing Excel File With Multi-Select Value Error
Hello, I am bulk importing items back into Inventory after editing, using an excel file. All items are skipped due to the following error Invalid Values Sent For Multi Select I have tried adding a comma after each value with no success and tried a semi-colon.
"Reset All" Zoho
All of our inventory and transactions have become out of sync with the actual situation in the company. We have recently done a stock take and want to know if there is a way to delete all the data in inventory and books and start again?
Custom Related List error message
Hello, I have a custom related list in the CRM Accounts module for Parent accounts, which pulls in information on Member accounts and shows up on the Parent account. The function is built correctly and runs correctly sometimes (see screenshot)... ...but
No email notification for Comments made in Purchase Request
Currently, there is no email notification to requestor and approvers when a comment is made in a Purchase Request. During the approval process, there are always some back-and-forth discussions about the request. Without email notification, it is not possible
Identical report names
Currently when you try to add a new report with the same name as a previous report, Zoho expense gives this error: "A report with this name already exists. Please provide a different name". This applies even to archived reports. This would get pretty limiting over time. It means that you cannot have generic report titles like "New York Trip" more than once. You would instead have to title it with some sort of unique identifier like the date or report number. This seems like an unnecessary duplication
Decimal Field error: rounding off decimal places
A decimal field set to show 2 decimal places is instead rounding to the ones place (rounding off the decimals). The images below show that in spite of entering 27.64 in the Non-Taxable Reimbursement field, that field in the report is shown as 28.00. The correct 27.64 is added to the 804.25, though, in order to get 831.89.
Workflow Rule - Exit Date as a trigger
Hello! I want to create a workflow rule that sends me a email when a ex-employee Exit Date reaches 2 years. I tried to create one with the configurations attached to the print, but it doesn't trigger at all... Am i missing something? I adjusted the exit
How do I change the topic hierarchy from product to brand?
I have clicked on the contacts/manage topics - and it shows me product topics are selected - but I don't want this. Not sure how this was set up. Even when I click edit on the right side it wants me to add a product. I don't want to do this I want
Zoho Tables - Form Submit
Just like we have a SUBMIT button on a form we have to have its complement - the CANCEL button - so we can go back if we choose to not create a table entry via the form.
Combining data from Zoho Books, Zoho Projects and Zoho CRM
Hi team is it possible to generate a report with a table that contains: - From Zoho CRM: - Client name - Opportunity name - Sales stage - Amount - From Zoho Projects: - Project name - regarding client A - Project stage
Thrive
Is Thrive part of the Zoho One package?
Using the Workflow editor - move multiple elements at the same time
Is there a way to move multiple elements at the same time? Currently I have to move each element individually during editing, which is a huge pain. Any tips gratefully received!
Making a Copy of a Stateless Form
There should be a simple way to make a copy of a stateless form. The use case is to try-out some new code without disrupting any users currently on the app, for example. As of now, you have to go into the "form definition with action" and select all the code and paste it into a new empty stateless form. Even this does not fully work because you get an error Error modifying the page [Form_Button_WFlow] Column 'BUTTON_ID' cannot be null that only goes away by removing all the submit button code! Cheers,
Animated GIF
Can i use an animated GIF in Zoho Campaigns emails?
Zoho Desk tickets not visible as related list in Zoho CRM
Hi, I've set up the configuration between Zoho Desk and Zoho CRM. However, the tickets are not visible as related list in Zoho CRM. Where can I solve this problem? Moderation Update: We see that you've started another post for the same challenge. We've
Creating a Chatbott in Zoho Convaraft
Hi Everyone !! I have some questions regarding my business plan .Actually I have a created a Zoho Convakraft Chat Bot Now just want to know . 1. As per understanding their is a certain to transfer data from bot to CRM But I want to send unlimited data
Can I limit a client users access to specific milestones, task lists, documents, forums?
I am wanting to be able to restrict different client users to specific parts of our projects. For most areas we can flag the area as either internal or external, which is great when we have tasks and forums that the client doesn't need to see. On occasions
Subform details
Hi, I want to update an entry & create Writer document after an action. The action is to choose one or more entries in a subform. The entries belong to another custom module. I assume I'm collecting a list here. The next step is to add those entries that
Recurring Reainer Invoice
We are a service company that invoices our clients in 12 equal monthly payments for the expected amount of services rendered. We would generate invoices to post against the retainer, then "settle up" at year end with refund, credit, supplemental invoice, etc. I like the new Retainer module, but how to I bill a recurring retainer amount equally over the 12 months? Or can I use recurring invoices applied to the Retainer module somehow? Thanks.
Function #43: Auto-enable Customer portal
Hello everyone, and welcome back to our series! The Customer Portal in Zoho Books serves as a platform for your customers from where they can accept quotes, view sales orders, monitor shipment statuses, make invoice payments, and manage other related
Trying to Convert Lead into Contacts using Automation
Hi All - Hope you can help you. I created a new rule to convert Lead to Contact if I do not receive an email from a lead after 7 Days/1 Week. Sadly the only Instant Action I can choose is Create Record = Contact and no Convert showing. My main goal is
IF statement to join 2 first names only
I have set up on a contact layout to have a partner/spouse with secondary first and last name fields. I'm trying to set up a formula field where if the secondary name is empty, the only the first name will appear in the 'letter' formula field, but if
What is the limit of attendees in Zoho Meeting?
Hello, I want to know if exist a limit of attendees in Zoho Meeting. How many attendees can be in a webinar at the same time? I look forward for your reply. Regards.
Attention: Modification to the Get Agent API
Dear Folks, We'd like to inform you about recent updates to the Get Agent API in Zoho Desk, prompted by security considerations. If you're currently using the APIs mentioned, please take note of the changes outlined below. Existing Behavior: Currently,
Problems in time zone Argentina
Hii !! Currently in an account I have synchronized the crm with google calendar with the argentina / buenos aires time zone. In the CRM eh created an event at 12 PM but in the calendar google appears at 10 AM. In the CRM, in the "account" and in google calendar the time zone is UTC - 3:00 Argentina time Buenos Aires. Help me !!
how to update subform record on successful submission
I have 2 form 1st is Purchase Order form which subform is Order_list that containd Material_Code, Order_Qty, Received Qty, Balance_To_Receive_Qty 2nd is Receive form which subform is Receive_List that contained Material_Code, Balance_To_Receive_Qty, Receive_Qty
Tip #16: Custom labels for staff, service, and resources
Every industry uses its own jargon. Take healthcare, for example; when you visit a doctor, it's not just an appointment, it's a consultation. The people who provide consultations are the providers. Similarly, in the tranquil world of a spa, a massage
Calculate the revenue according to the number of working days
Hi, I need to calculate the number of worked days by month. We're in the consulting business so our consultants start and end their mission in the middle of the month. We have a start date and end date to the mission, and I would like the monthly revenu
Retainer Invoices ACH Payment Option Missing
I don't understand but when I create a retainer invoice for a customer deposit who pays us through ACH, there is no option to charge the ACH through the retainer invoice. How am I supposed to record this payment? If I charge it through an invoice and
Mass Update Currency Field
Greetings. We have 600+ leads and contacts that have the wrong currency. I have tried Mass update, but this appears to be a system field that can not be updated. Can this be done with ZOHO help, or is there a work around? Thanks Kindly.
How can I recover all my deleted contacts?
I delete all my contacts by error. How can I recover them?
Display Name as Customer Account aka Primary Key?
I'm new to zoho and trying to understand Display Name in the context of importing invoices. Usually, I identify a Customer Account ID as a parent primary key when importing invoices. Zoho appears to omit a customer account number or ID from the customer
Items in Purchase Orders Billed in Zoho Inventory are increasing stock in Shopify before they are received.
When I create a PO in Zoho and have it billed, the quantity of items in my Shopify store increases before the items are actually received so I end up having double the items in my Shopify store. Seems like the accounting stock and physical stock are seen
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