How to record a deposit that includes a customer refund?
I issued a refund to a customer for $300 and recorded that as a credit note and also applied the refund. I see the refund listed in my checking account now. Here is the problem. I received a deposit today that I am trying to match with my invoices and
SSO for forms?
Is it possible to enable SSO using Entra as idp? I tried following the guide but I can't get to get it working? has anyone had a success rolling it out?
Load is too large
負載太重了。請協助確認情況。它已經造成了網站速度的延遲。
Best Sales Engagement Tool that Integrates Seamlessly with Zoho CRM (Ex. Outreach, Klenty, Reply.io, Salesloft)
We do a lot of outreach to sales prospects through a combination of emails, calls, LinkedIn messages, etc. We've developed an outreach cadence where on Day 1 we do _____, Day 3 we do ____, Day 5 we do ____, etc. but right now it's a very manual process
email sequences/Cadences
I'm curious to know how Zoho CRM users are working with email sequences/Cadences. I use Klenty which has aN integration with Zoho CRM to send out email Sequences/Cadences. But here is the problem. There are so many types of leads in my CRM and i only
Menory is full
Hello, my memory is full, see screenshot. How can I free up memory? How can I create a list of the entries that use the most memory? Thanks
Getting the same form to appear twice on the same webpage
I'm using a js iframe embed on a WP divi site. I'm using the same embed code in two code modules results in double forms in both locations. Removing the actual code and just keeping the div id section did perform as expected. How do you have two or more
help dataprep
Hello, I've started working with the "dataprep" tool from Zoho. The objective is to automate the import of customer data from our Sage ERP to Zoho CRM. The first step involves synchronizing the "ACCOUNT" data, followed by the "contact" data, and finally,
Zoho developer Hangout (ZDH) - Episode 6 | Custom XML Related Lists in Zoho CRM
Hello everyone, The related list in any CRM record not only gives a bird's eye view of all associated items to a record such as notes, open calls or meetings, quotes etc, it also allows you to add all these components easily. However, apart from the default
Image upload more than 5 images?
Is there a way to upload more than five images to the image upload field?
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Premission denied on opening integrations when editing form
Hi, A collegue of mine made a form and shared this form with me to setup the integration and logic. When I click on integrations, I get the message below. I find this strange, I have the super admin rights on forms, and I whould suspect that in that role,
Sales tracking for financial advisors
Hi everyone ! I work in a financial advisor firm and I would like to track our sales. "Product" seem to be very limited for our usage. Here are the requirements: -> We need to have a database where we can select one or multiple products in a deal. ->
Send gated content on form submission
Hi there, Hope that someone can help me. I have gated content on my website that I want to email to people after they fill in a form on my website. I've tried using the signup forms but then when someone who fills in the form, who is already in my database, it doesn't send the email. How can I set it up so that whenever someone fills in a form (as many times as they want), they will receive an email for each form submission? Thanks a lot! Ricky
What's New—Jan 2024
Hello everyone, After dedicating our efforts to some behind-the-scenes enhancements throughout January, Backstage is now running more smoothly. So here are the most recent updates from Backstage. Manage permissions pertaining to event registrations for
Map Report Pin Colour Customization
Hi, I would like to make this simple customization in Map Report. I've got a form like this: Name Address Type I would like to change map pin colour using the "Type" field, for example: Type=Hotel -> Red Type=Restaurant -> Green and so on. Is that possible? Thanks, Massimo
Cannot get the Delete client from project API to work
I'm using postman but getting "input parameter missing". What am I doing wrong?
Apple Pay Verification
I'm having issues verifying Apple Pay on our site. We are currently using the Stripe integration with Zoho Checkout & Zoho Booking. Still, we have had issues verifying Apple Pay because, as you can see in the attached screenshots, it requires the address
Addition of row based on Subform View type
Hi there, Straight to the point, if I use Subform View type List, I want the row is actually added when I click on the Done button, instead of added as soon as I click on the Add row button. My use case, I have: 1. A subform in the List view, has a field
Error merging documents
I am using a document merge from Zoho Writer, where I make a table with the articles that the user chooses from in a subform. In the document I make a table with its "value", then the name and then the quantity of the item. The problem is that when doing
Notecard viewing option as list view?
After examining Zoho Notebook, I'm so close to loving this app but I'm so reluctant to migrate from Evernote and One note yet considering this one bothering factor. 1. On the desktop apps and web, can the notecards be viewed as LIST VIEW, instead of
Applying dashboard filters to KPI widgets
Hi, Is there an option to apply the Dashboard User Filters to the KPI widgets on the dashboard. They work for charts but don't apply to KPI widgets.
Campaigns Intergration with WooCommerce Not Working
I recently signed up for Zoho Campaigns as it was recommended by a number of search results as reasonably priced option for small business. One of the features that drew me here was the integration with WooCommerce and the ability to capture customer
Payment approval
Zoho Books currently supports three levels of transaction approval for bills: Draft, Submit, and Approved. We are looking to add an additional layer of approval like bill marked for payment before initiating payment requests through HSBC Bank. Can you
Locate Nearby clients - contacts - companies
Hi I would like to leave a suggestion so that Bigin CRM help the users in locating nearby clients -contacts ou companies . As sales rep and always on the move would be great to have this feature to locate a contact nearby in which the app bigin uses location
Connecting to external SMS service
Is it possible to connect an external SMS provider to send a sign link? It's a much needed feature as we need it for flexibilty and also to be able to control the content of the SMS message and it's language. If not, is it on the roadmap? thanks Dor
Can't receive verification mail from some web services
Hello. I set up my email address with custom domain. I send mails to the address from my other addresses (gmail and protonmail) and I successfully received test messages in zoho inbox. However, I tried to register GitHub and Google with a new email address
can we edit certain things in zoho books using ZC
Greeting im new to zoho Creator we have been using books for months but we found that certain actions not available such as approval process for Journals or Payments Bill that they dont have option for super admin approve before sending can we do such
Filter incomplete email addresses using DataPrep or DataPrep + Zoho Worksheet
Hello, I have a dataset containgin hundreds of email addresses. Each "email address could be: correct: i.e. info@companyname.ext incomplete: i.e. info@companyname empty I can see Data Prep is able to recognize wrong data type: Is there a way to manually
Can I get list of user ID's at certain role using API?
Hi, I have role called 'Sales Representatives' that consist of 8 users. can I get the list of the user ID's by using role name (or role ID) as the parameter using API in Zoho CRM?
Time in Help Desk
Hello! I'm curious about how to adjust the time settings in my Help Desk. I've noticed that the timestamps on tickets don't match my current time. For instance, I received a ticket from a colleague at around 4 pm EST, but in the Help Desk, it shows as
Rumble Activation Mail
I have tried twice, and the activation email does not show up, but other email with same address is being received.
Set table dimensions
New user - I created a new sheet, but can't find any way to set the numbers of columns & rows. When I try deleting rows or columns I don't want (select, right click, select "Delete Rows/Columns"), the selected area remains (or is immediately replaced
How can I integrate Zoho form with Zoho books so that every time a form is submitted it creates an invoice
I currently have a zoho form that I have setup as a registration and payment page. When the form is submitted it also processes payroll. I'm looking to integrate the zoho form with zoho books so that every time a form is submitted and payment processes
Can I host my own custom fonts on Zoho Creator and use them in pages?
Can I host .ttf, .woff, .woff2 files somewhere in my creator app or even other zoho product and use them as fonts in my pages viewable by portal users?
How to setup forwarding email addresses
Hi, In one of my current hosting service, I can setup email adresses (using my domain name) and set it to forward any incoming email to and email address (local or external). This is unlimited feature I'm using quite a lot to redirect email to different
Placeholders from Zoho People isn't showing in organization signature
Hi, I have setup an signature for my organization, and in the organization signature in mail admin panel I inserted {{ Mobile Number }} and {{ Designation }} which are from Zoho people Placeholders, Most of the employees in the organization are missing
COX Business & ZOHO Integration through Telephony or Polycom phones? Please advise
Is there an integration of COX Business Cisco and ZOHO being released this year? How can I utilize ZOHO ONE and apps with my allready existing COX business ip phone lines? Is there a VOIP or telephony service of some kind to kelp this issue? A Work around
Sorry! I'm not yet ready to answer you.
How do I configure Zia to start answering. No matter what i do Zia just says " Sorry! I'm not yet ready to answer you."
Admin User
¡¡Hola, buenos días!! ¿Dónde puedo ver quién y en qué fecha se dio de baja una Marca del Social aparte del Registro de Auditoría? ¿Tiene usuario administrador?
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