Packing slip details
How do I change the company details on the packing slip? I am trying to fulfill my first order using zoho inventory and when I went to print the packing slip I saw it has way too much personal information on the top. Like my tax ID, my EIN, my home phone
Bakery Recipe
I am in the process of evaluating whether Zoho is the right fit for our soon to be opened bakery. I want to be able to track inventory of raw ingredients such as flour, sugar, butter etc. I then want to have set "recipes" for baked goods, such as a "cake",
ZOho CRM API endpoint to fetch Notes.not working.
Hello with reference to the documentations given for the notes https://www.zoho.com/crm/developer/docs/api/v5/get-notes.html The API looks pretty simple and PUT andd GET should work. i was able to create the access token and it looked fine. but when i
Notebook Annotate
I have a question. I love where Notebook is going! I'm actually using this app as our inspection app as I like how you can continue to take photos without having to click the upload button every time. My issue is on Desktop I can annotate using shapes
Multi-select field choice restrictions
Hello! I have the following question: I have a Multi-Select field in Zoho CRM and I would like to restrict the options the user choses from based on what he chose as a first value. For example: Let's say my Multi-select field contains the following values:
Set default value for Multi-Select Lookup field
Hello, I have a multi-select lookup field on my Potentials module in which I am storing who our competitors are for a project. I would like to know if it would be possible to set the default value of this field to "n/a" (not applicable). Thank you!
Scheduled Actions is disabled in my entire organization (CRM)
Hello Support, This is highly urgent I don't understand why and how the scheduled actions feature is disabled, the following photo is an example from the workflow-rule: https://crm.zoho.com/crm/org742785069/settings/workflow-rules/4782950000107177149
How to enable "Save and Create a new one" option in a Wizard
Hello Team! I am setting up a Wizard for one of our custom modules. We need to create a record associated with a contact, account and a deal. Once the Wizards finishes for the specific record, I would like to have the option to "Create a New one" but
Connect books timesheet with Projects
Hi, my issue is when I try to connect a project created by the CRM with a project in books, and then see in the timesheets (Books) all the billed and unbilled hours by users and all the data associated to create the invoices. thanks for your time. K
Zoho CRM portal access.
Hello everyone, I think I am blind and I can't find the information for some reason and it's driving me nuts. I created an portal the default one that gives access to the contacts. I invited a user and he as access and he can make changes to his data.
Custom list view: Scroll bars now appearing inside individual records
Scroll-bars now appear in one of my custom list views, at the end of every record. I've made no change to the custom list view, so this must be the result of a change on Zoho's end. How do I get rid of them? Best regards, Marcus
Became Comment on Facebook to lead
I looking for video that show how we can became Comment on Facebook to lead on ZOHO for send to customer.
Web application testing made easy with Zoho QEngine | Webinar
Zoho QEngine is our automated testing tool that improves the speed and efficiency of the testing lifecycle. With QEngine, you can: • Write test cases easily with our no-code recorder, low-code builder, and pro-code editor • Manage test cases across web,
How to see Visitor Point in Zoho CRM and how to sync it with Zoho Campaign contact score?
Hi, I am a complete beginner to Zoho CRM. I am currently an intern and I have been assigned the task of building and syncing the system from Zoho Campaign to Zoho CRM. I have pushed the contacts from Zoho Campaign to CRM and now I want to categorize them
Previous Financial Year
Hi, Can I update my data for previous financial year. If yes, how to do it.. Thanks
Display Multi-Currency in invoice
Hi Zoho Helper My Situation is, in my country, we use both currency of USD and KHR. Generally, we use USD, but for Tax purpose, and a legal issue one at that, ALL tax invoice must include/display KHR currency and exchange rate. Example We sell 2unit of
disable Windows 10 Cliq app autostart
Hi, I have installed windows 10 Cliq app. I found it will automatically start up when I log in. I cannot find any option in the settings. Is there a way to disable this autostart feature? Peter
Unattended access on Mac fails
I can get the unattended to work but if the device reboots then the Mac never reconnects unless I uninstall and reinstall the program. The private IP always changes to 127.0.0.1 on reboot in Zoho Assist even through the device has a proper IP address.
Is there a way to disable Create and Copy Sheet in external share?
Is there a way to disable Create and Copy Sheet in external share? VBA would be fine, but I'm not seeing it. For our business, large table-style data entry is a must for our orders. I've been able to push Sheets a long way, but I still need more excel-like
Add placeholders when sending an email in Books
Hi, I have updated several templates with placeholders, but I cannot find where to update the "Send Email" template which is used from the customer overview. Please see attached screenshot. Can someone point me in the right direction. Thanks.
Updates in Zoho Workplace applications | Dec 2023
Hello Workplace Community, Hope you're all doing good and staying safe. Last December, we have released quite a few new features and enhancements across the applications in Zoho Workplace. Let's take a quick look at them. Zoho Mail Subject-based email
Display "Attention" field of billing address on the account statement
Hi, I'm having trouble with the account statement in Zoho Books. On some, it seems to display the Attention field, but not on others, where it only shows the Display Name, so I'm a little confused now! I use Books for managing property communal fees.
Max Date Range Validation for Date Fields
Hello, I would like to create the following: A StartDate field and an EndDate field, the maximum date selection should be between 4 weeks. It should not be possible to select more than 4 weeks. For example: A user selects January 1st as the StartDate
Is Zoho Books ideal for my organisation?
We have spend 6 months to improve on our finance process before embarking on a cloud base ERP. Our business are construction and fitout works. Each project we bring in, are in the form of a quotation (Bill of Quantity, which can be material, supplies
Function #37: Display list of associated SO on Quote details screen
Previously, in our series, we shared a script to display the list of purchase orders within their corresponding sales order details page as a Related List. We hope you found it beneficial. Similar to that, we bring you another script that can display
Function-6: Sum up multiple quotes grand total associated to a deal.
Welcome back everyone! Last week, we learnt how to - create quotes from deals with just the click of a button. This week, let's look at a custom function that sums up total value across the quotes linked to a specific deal. Business scenario: Assume you created a deal pertaining to a particular product category that your organization is engaged. This deal is linked with all the related quote records across customers. Or another deal related to all businesses done in the current fiscal year with a
Please wait... starting support session
Windows 10 Pro 64-bit, with the desktop client and browser based, I get stuck on this message both when attempting to connect to an unattended client and when starting a remote support session.
CPQ Solution in Creator
Any solution available for a CPQ developed in Creator? We would use the CPQ for quotes and proposals and integrate with Book and CRM. Creator seems to be able to create the conditions and rules for products and exceptions for products, groups, bundles,
Deleting Chat History
I have been trying to delete chat history, but when I clear it, I can still see the conversation between myself and the other employees. How can I permanently delete the transcript?
Enhancements to List View
Greetings, We’re happy to announce a set of enhancements to the List View, which gives you more flexibility in personalizing how you view data inside Bigin. It introduces a more refined and interactive interface, optimizing the user experience for efficient
Dynamic whitelisted domains for Zohodesk
I am creating an extension for Zohodesk. In that, I need to add dynamic whitelisted domains. But unfortunately, I couldn't make it. So kindly do the needful.
Important notice: Changes in sender domains
Hello Backstage users, This is a heads-up about a major change with sender domains in Zoho Backstage. In response to Google's new guidelines for email senders, Backstage won't be able to send emails with the sender domain "gmail.com" or "googlemail.com".
Sales Return
How to add sales return in zoho books after making sales or raising invoice.
Can't add Gmail imap or pop to my Zoho mail
Can't find an option in the app. And everything I click on in zoho.com/mail just returns me to the home screen. Is this feature not available on the free plan? If so, can I get step by step instructions? If not, what tier do I need?
Gmail's new guidelines and their impact on Zoho Creator
Hello everyone, We'd like to inform you about the upcoming changes to Gmail's guidelines, set to take effect on February 1, 2024, which will have implications for Zoho Creator, especially on send mail tasks. Gmail is rolling out policy changes with the
Quelques indicateurs recommandés pour les équipes de vente
En tant que professionnel de la vente, vous portez de nombreuses responsabilités. Prospection de nouveaux clients, réunions avec les clients actuels, suivi des anciens clients potentiels, préparation des présentations - la liste est longue. Avec autant
Deluge script execution on new lead creation
I need to create a Deluge function that executes on addition of a new lead. I need the function to inspect two fields from the lead record and set a value in a third field. How do I go about accomplishing this?
How do I add employee birthdays to Zoho People?
Hello Zoho, How do I add employee birthdays to Zoho People? I am not seeing any options for adding/importing employee birthdays to Zoho People. Kindly assist. Thanks in advance. Kaniska B. | Digital Di Consultants.
Same Currency Quote and Deal
Hello !!! Is it possible to restrict the currency of a Quote to the same currency in the related Deal? If i create a Deal with a currency A, and then I create a QUOTE from the same Deal, I would like to have the same Currency between Deal and Quote. How
Zoho CRM is HIPAA Compliant now
Hello everyone, We have been overwhelmed with the increase of usage and popularity of Zoho CRM across a range of industries over the years. It is now time we expand our compliance management a notch, to provide a more secure, confidential, and rightful
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