Filter Based On Related Module's Value
Not sure if anyone here has solved this problem, but I have difficulties to filter/create a view based on the value of other module. I have a custom module called 'Subscriptions', in which there's a lookup field to 'Contact'. So if we see the respective
Early Pay Discount Terms
Does anyone here have early pay discount terms with customers/suppliers? I'm really hoping there is enough critical mass to get Zoho to recognize and automatically account for payment discounts. As it stands, it's a pain in the butt.
Zoho Bookings to CRM - Multiple Modules
Hello, We have different departments in our business using Zoho CRM and bookings. We have different modules set up for different sales funnels and departments. With this we have the issue where with Zoho bookings, when a customer books an appointment,
Enable attendees to connect to a meeting without the organizer
in Zoom/Ringcentral meetings, you can enable invited attendees to join the meeting early. This is especially useful for in-house meetings, where attendees have no need to, or are not willing to, wait, especially if based in different time zones, and/or
Direct assignments route tickets to specific layouts so you don't lose any field values
When using direct assignment, the tickets will always be redirected to the default layout of the department. It would be very nice to select to WHICH LAYOUT you would redirect the ticket, so when the ticket is created with custom fields with information
Need help making a report and possibly a dashboard about First Response
I would love a dashboard that showed how our first response time is on average, and the number of first responses within SLA per agent in another chart.
UK VAT
Ive been comparing Zoho Books to Quickbooks. One clear difference is Quickbooks handles UK VAT and can even prepare a VAT Return for submission to HMRC electronically. Is this something thats coming soon to Zoho Books and if so what are the timescales for delivery of VAT functionality in Zoho?
Kostenfreies Zoho Webinar über Zoho Books in deutscher Sprache!
Sie möchten die Zoho Books besser kennenlernen oder Ihr Wissen auffrischen? Dann melden Sie sich für unser kostenfreies Zoho Webinar über Zoho Books an & unsere Claudia wird Sie durch die ersten Schritte der Online-Buchhaltungssoftware führen! Zur Anmeldung: https://soell-vertrieb.zohobackstage.com/ZohoBooksErsteSchritte1 Viele Grüße Mai-Vi Phan
Zoho Sonderwebinar am 25.02.2021: "Digitale Buchhaltung - gemeinsam mit Ihrem Steuerberater"
In diesem kostenfreien ZOHO Sonderwebinar zeigen wir Ihnen, wie Sie Ihre Buchhaltung mit den Zoho Finance Apps digitalisieren können - aber auch wie Sie insbesondere durch die Digitalisierung Ihrer Buchhaltung die Zusammenarbeit mit Ihrem Steuerberater
Widgets
How i can change the ticket category in widgets , the available only is the My ticket stats ?? I want to change it to another one.
Open Ticket reminder to customer
I want to use the supervise rules, I think, in order to send out reminders to customers with open tickets saying something like - "You have an open ticket, we hope it has been resolved. If wee don't hear from you within 2 days we will close the ticket".
Search Records within last 7 days based on email address
Hi There, In workflow I am trying to create a script that checks if new records have matching email address fields with any other lead record created in the last 7 days and then apply a tag to any records found. Search Records does not seem to support
Spotlight #04: Mobile apps for Zoho WorkDrive
Hello everyone, We are back again highlighting another valuable feature in the Spotlight Series for Zoho WorkDrive. Zoho WorkDrive is an online file storage and content collaboration platform that helps modern teams work together. In this article, we'll
Talent Pool
I can see screen shots with a Talent Pool option as part of the hiring pipeline. Can you tell me where I can find this , as I dont seem to have this functionality in my instance
Restricting with IP Address
I restrictes access to Zoho Apps insider my server with Static IP. But this caused restriction on Zoho Cliq mobile applications also. Users are not able to access Zoho Cliq from their mobile network (having dynamic IP). How can i allow users to access
Case When with Boolean not equal
How can I write a case statement where if something does not equal something - then? Here is what I have: CASE WHEN "2024 Seth Project 1 Item Cat"."Item Cat" != 'INSTALL' THEN ("Sales Order Items"."Quantity" -"Sales Order Items"."Quantity Invoiced") *
Auto sorting tickets into folders/views
Hi. I've tried looking for a solution to my question, but haven't found anything that quite answers what I'm trying to do. It's possible that it's not possible. See below... Info: Is there a way to have tickets go into folders/inboxes/views based on rules,
When creating contact Lookup County based on State Field
When my reps create a contact or account. I would like for them to pick a STATE (example IDAHO) from drop down. Then If they select IDAHO another field will show County Name (ie. Bonneville, Freemont, Madison) See Photo of Table. So Field County
Script to add value to a ticket's multi-select field if it is not already there
Here's the scenario: Ticket layout has a multi-select field cf_resources_used with these options available as a start: L3, Cloud, Specialist. Its purpose is to help us track the resource(s) we consult with on a ticket. To consult with a resource, the
How do I reference a custom Desk field in a PUT statement
This works for any OOTB Desk field I try, such as "priority": resourceMap = map(); resourceMap.put("priority","Low"); zoho.desk.update(ORGID, "tickets",TicketID,resourceMap); But it doesn't work if I use this or any other custom field: resourceMap.put("cf_resources_used","L3");
Display a list of recent @mentions made from the CRM Notes field
Hi All, One of our customers would like to see a list of records in the CRM, that they were recently @mentioned on. (in one of the Notes fields on a CRM record). Each @mention will generate an email notification to the mentioned user, but there does not
Function #39: Schedule Vendor Statements
Hello everyone! As we continue our series, today we bring you a function that automatically sends vendor statements at scheduled intervals, similar to the function we previously shared for sending customer statements. By minimizing the need for manual
Accrued Expenses Payment
Please advise how to book payment of accrued expenses. For example at the month end I created accrual for salaries using Manual Journal. Next month when I will pay salaries how to book the transaction in Zoho Books? I would debit Salaries Payable and
Does Load Balancing (Ticket Assignment) includes the number of closed tickets for the day?
Hi, Just want to see if the load-based assignment counts the number of tickets closed by the agent for the day? Or does it only count the current open tickets the agent has?
Remove Default Email Header / Footer in Email Template - Zoho Campaigns 2020
Hi Zoho Team, I have searched the community and only find outdated support on how to remove the default email header / footer from Zoho campaign emails. Not much related the latest 2020 Zoho One version. I created an email template with the built in widget builder and included the proper unsubscribe / update profile / and all required compliance links. When I send a regular campaign the mail has both the custom header / footer I created + the default header / footer too. I saw no option to remove
Zoho Desk : Reports - Tickets count metrics not getting the total # in a day
Is there a workaround to get a final count of a ticket in a day regardless it was escalated aand move to other department per say that a ticket was escalated to a different team. Also if its on hold and moved to different department, the first dept. address
Low Open Rate
For some reason, our last 3 email sends have a had a very low open rate. Our first campaign had 1 open and the next 2 had zero opens. All three were sent with the same list, but the email addresses have shown opens previously. Is anyone else experiencing a low open rate lately?
Interface Issues
Hi! There is a issue by scheduling a remote session with the Time Zone drop down. See the screenshot.s It's sometimes annoying when changes are made under the hood and features break or no longer work as usual. BR
Is there anyway to fetch all projects associated with a contact using Deluge or APIs
Is there anyway to fetch all projects associated with a contact using Deluge or APIs
Concerns about the announcement of the new Gmail guidelines.
1. Starting in February, will portal users or Administrators not be allowed to add Gmail email accounts? 2. Do the email addresses of the super administrators' accounts that are already active with Gmail have to be changed? 3. Is there also a problem
Speaker invitations not sent
I have added 2 Speakers to test how the invitation process works in Backstage but neither email address added has any email in spam nor inbox from Zoho. Why would Backstage not send the invitation?
Kaizen #122 - Data Synchronization using Bulk Read and Notification APIs
Hello everyone! Welcome back to yet another insightful post in our Kaizen series. Consider that your organization is involved in selling laptops. Your sales team uses Zoho CRM for their daily activities, managing Leads, Deals, and inventory modules, whereas
Accounts
Hello! Can you confirm how we are supposed to be using 'Accounts'? I read the help like its supposed to be a company/organization not individual user accounts. However, when we check it appears with test users and our accounts. So that's how we are going
Zoho desk ticket unassignment notification
When a ticket is assigned to a person in charge, the system can send a notification, but is it possible to send a notification when the ticket is no longer assigned?
Zoho desk mail channel
Zoho desk can create tickets from routes such as web and mail, but is it possible to disable only the mail route?
Standard Work Instructions
Is there a place to store standard work instructions for regular/preventive maintenance? Example: A maintenance tech is to perform regular maintenance on a forklift every 6 months. There are specific instructions/checklist that must be followed each time.
Can I Compile Mobile app for Zoho Commerce
I am creating a online portal for my business using Zoho Commerce. I have a doubt tht i can able to compile my Zoho commerce online site as Android App and place it in play store. Please reply asap. This is standing as stopper in the development.
Zoho Contracts
When building Clauses in Zoho Contracts, how do I add a hyperlink?
BUG! Loading new instance of CRM inside existing CRM Window
I have attached an image which is a screenshot of what's happening. We have tested on multiple machines with the same results. Follow these directions to reproduce the behavior: [list=1:8d1e6de7c2] *  Search for a term in the right hand search field (make sure the term exists in a "quote" category. *  When the results show, scroll down to the "matching quotes" results group. *  Click on the "Potential Name" of one of the matching quotes. *  It should then try to load an entirely new
Save and Send using WYSIWYG Editor
Hey Troops, I'm not sure if we are missing something or if we can make a configuration change to make this happen of if something else needs to be done. Working in Books, when I finished creating an estimate and I hit the Save and Send, it bring up an
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