Deluge and creator integration - creator connection does not exists
Hello, i've made a simple app in Zoho Creator, with a form and a report. Filled some records in the form and created the connection microservice (with read privileges on creator). Then in my CRM i wanna make a connection between my customers and the data
Search Using Contain
Hello, enable "contains" behavior for search rather than "begins with" behavior as default, instead of having to request the feature via support. Credit @Donald Love Thank you
Total amount in Campaigns
Hi, How can I have a field in Campaigns that sums the total amount of potentials that are in relation with that campaign? Now i get the total amount of all potentials linked to a campaign by a report, and i want the sum in Campaigns module I tried to
Display image upload field in our website
Hi， Our company is developing a new website and we would like to display a image upload field or a file upload field in our website. Is CRM allow generate an outside chain for display purpose ?(or base64 whatever) Thank you.
Regarding data import
We are planning to purchase zoho books. We have datas from 2020 onwards and we need to import them all in this software so please let us know if it is possible.
Windows Desktop App For Notebook
Are you still planning on releasing a desktop version of Notebook for Windows or has that been scrapped? Time frame? Web app is okay, but I prefer native apps over the browser. Thanks!
Email send from external apps
We have a lot of applications in our onpremises that use email server to send reports etc. Now after we moved to Zoho mail we have to change the credentials on this apps to be able to still send their emails . If i use and user zoho email account credentials
Bigin Form with reCAPTCHA not working
I created a form in Bigin and added Google's reCAPTCHA and all looks good until I insert it into my webpage. I have added both my domain and the crm.zohopublic.com domain to the reCAPTCHA domain settings, but on my webpage it gives the following error:
Delete sent invoices
I have tested some functions in Books which created invoices for 0,00€ that were instantly sent. I tried deleting them after my tests but even though they are 0,00€ i cant delete them. How can I delete them, or can I change the numbers of those so i can
Hide "Delete" Button
Good morning, I hope you are well! I wanted to know if there is any way to hide the "Delete" button, I was looking for information but I couldn't find anything that tells me how to hide it. Thank you so much!
Deleting emails from a contact's email history
How do I delete specific emails from under the email tab in a contact? Outlook is synched to Bigin and the emails we want to delete from the Bigin contacts have now been deleted from the outlook inbox. The reason we want to do this is because we had quite
Strengthen the use of reminders in Cliq
It would be very useful to enhance the reminders option in Cliq. Right now, its use is not so intuitive and there should, for example, be the option to create Reminders per channel. Also include it in the sidebar. Thank you!
Price Cost - Discount limit
Hi team, there is one issue that is: In quote products subform, it is not possible to access a custom field from Products with ClientScript. Therefore, I would like to find a workaround for this: - I have COST price field on each product - If that product
Charge Customer - Decline to show in Comments & History
We use retainer invoices to charge a customer to their card on file in Books which is linked to Authorize.net. When in a team member is in a retainer invoice, when they click [Charge a Customer] and select their card on file and the transaction does not
Pagination in Zoho Analytics V2 bulk API
Dear Zoho Analytics developers! I am trying to get Zoho Analytics reports asynchronously using the Zoo Analytics V2 Bulk API I am creating a job, then I use the link "https://<ZohoAnalytics_Server_URI>/restapi/v2/bulk/workspaces/<workspace-id>/exportjobs/<job-id>/data"
Search within PDFs
One of the best features of Evernote is that I can upload a PDF and it will index it and then I can search across all notes which includes text within PDF files.
Send invoice for appointments in Zoho Bookings
In this post, we'll see how to automate invoices to the customer when an appointment is made in Zoho Bookings. We've made a workflow template in Zoho Flow that integrates Zoho Bookings and Zoho Books for easy customer invoicing. You can set up this integration
Weird inconsistency with linking URLs
It's a very small difference and it may be hard to notice unless you look closely, but for some reason setting a URL link causes the link on desktop to always have a / at the end, and removing it and saving it and then returning to the note causes the
Multiple currency support for trial editions, profile-based permissions to manage currencies, action logs and more!
The feature is now available for all users in all DCs. Dear Customers, We're here to announce the enhanced currency feature in Zoho CRM, which allows you to manage currencies in your CRM, giving you greater flexibility and control over your transactions.
Hyperlinks in notes
Hi is there anyway to post hyperlinks within the notes section of a contact Moderation Update: We will start work on supporting Rich Text formatting for Notes. The post capturing votes for the same is below, https://help.zoho.com/portal/en/community
Floating button in web page
Is it possible to add a floating button in certain pages of zoho site and upon clicking the button, it will navigate to a specific page?
ZOHO Support has gone from 10 down to a 1 within the past year
I am not understanding what is taking place at Zoho. This is a company, I used to sing their praises. Now it is like support is non-existent. There is zero follow through on tickets. The person doing the testing isn't listening for the root cause of the
Client Script setCriteria does not work with multiple filters
Hey Team, I'm trying Client Script and I've found a possible bug. Please could you confirm/correct me? I have a client script in Quotes to filter the Product Items in the Product SubForm, therefor I have these lines: var Product = ZDK.Page.getSubform("Quoted_Items").getField("Product_Name");
COGS on P&L after Creating Sales Receipt
After I create a sales receipt, I want to have associated COGS (I specified the unit cost when I created the items) to be reflected on the P&L. Is there a way to do this? I understand this only works when we create invoice, not sales receipt
Accounting for Advances
Most of the small & medium size organizations still demand advance monies from customers to manage the working capital as the credit periods still vary from 30-90 days period. To show the true figures & facts, advances to be received should be reflected
Getting Error "Sorry, you cannot record transactions prior to the migration date."
I am new to using Zoho Books, while adding a new invoice and saving it I am getting the below error. Sorry, you cannot record transactions prior to the migration date. Need help to understand on how to go about it.
Turn off Update notification?
I tried turning this message off in the settings but didn't manage to. The app is being updated quite often which is great. But I don't need to see the information that the app got updated and needs to restart every time the update is installed. How do
Amount paid including upgrade but subscription renewal unsuccessful
Amount paid for subscription renewal and upgrade but still not reflecting and unsuccessful.
How to launch another wizard from one wizard
Hello, Is there a way to launch a different wizard after clicking the save button in the wizard? After creating a deal using the wizard, I would like to immediately display the invoice creation screen.
Not sure who is signing your document? Not anymore with dynamic knowledge-based recipient authentication!
Hi Zoho Signers! Zoho Sign partners with IDology to provide dynamic knowledge-based authentication (KBA) for recipient authentication. Dynamic KBA generates questions to which ONLY the signer would know the answers. The questions are sourced from public
Automating appointment status and customer feedback collection
Hello community members, In the spirit of elevating your scheduling game for 2024, we're bringing you a couple of useful workarounds that can enhance your overall Bookings experience. We have divided the community post into two halves. In the first half,
Request one more image upload field
Hi, Our organization using two image upload field for daily operation. Now I get a new request that shows image to our client. And now I need one more image upload field to achieve this. Could you upgrade for me or guide me how to buy an additional one
Validate at least one Quote related to Deal
For my internal process porpoise, I would like to add a rule that no Deal is won without at least one quote related. Could that be possible ?
Create account from contact record
Hello, I was wondering if anybody knows of a way to create an account from a contact record and pre-populate the address fields and automatically create a link between the contact and account? The way we will be working is to take an existing contact and create an account for that contact. At the moment, I must first create an account, and then go back to the contact and edit it to link it to the new account. I hope that makes sense! Thanks, Phil
Map Showing Accounts/Organizations
The map function obviously changed how it populates accounts unfortunately. When I clicked on the map, when using the Zoho CRM app on my iphone, each account of mine would show up individually in a red marker. I could tap on each individual marker to
Updating Lookup Fields via Workflow
Good evening, We currently have an "Opportunities" module which creates a deal between Tenants in our Contact Module (Contact type is 'Tenant') and our "Properties" & "Units" module. The units are apartments within a property, so they are linked too.
Community Digest - Enero 2024
¡Hola Comunidad! Enero empieza a tocar su fin y con él va el primer mes de un nuevo año que esperamos sea igual de emocionante que el 2023. Los propósitos, retos y desafíos que aceptamos afrontar en este nuevo año empiezan a formar parte de nuestra realidad
Populate Account billing address with existing Contact mailing address
I am a new Zoho One trial user trying to learn the ropes and fully anticipating to become a subscriber at the end of my trial. I would like to be able to take a contact record and generate an account record that looks up and populates the associated contact
Auto reference population
Hi community, Please can someone help me with writing a fucntion? I need the auto reference number to only populate once a deal has been marked WON. Thanks in advance!
Est-il possible de lier son répertoire téléphonique à ZOHO CRM ?
Bonjour, J'aimerais savoir si c'est possible de lier le répertoire téléphonique de son téléphone mobile à ZOHO. Example: Quand je reçoit un appel de quelqu'un renseigné sur ZOHO sur mon téléphone j'ai son nom comme sur la fiche ZOHO. Merci
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