Devis avec PHOTOS
Bonjour à tous, Peut on réaliser un devis en incluant la photo des articles , en utilisant CRM, ou Books, ou Inventory ? Merci pour vos réponses Bonne journée Alain
Formula Field that outputs a URL
How do I create a formula field that will take the constant http://www.mywebsite.com/ShipmentStatus.aspx?SearchId=Zero&BolNo= and add our custom field ${PurchaseOrders.customnumberfield} to the end of it? Example: http://www.mywebsite.com/ShipmentStatus.aspx?SearchId=Zero&BolNo=555241
Associate Teams with a Group in Zoho Projects
Hi, Analysing the table Groups in Zoho Projects I noticed that there is a field named Associated Teams and I would like to know if is possible to link a Team with a existing group. If possible, how can i do that as I didn't find a way to access the field
On Load Action
Hi Everyone., I hope you are well I have a subform that has a "Total" Field that gets filled in on Load of the form. I have a "profit" field that calculates "Total" less "Deductions" . I have tried adding the formula for "Profit" on Load as wll but it
integration with teachable
Hi there - we use teachable for course delivery, please make a flow to integrate with them!
New Layout Problem
Hey guys, I am experiencing an issue when trying to create a New Layout. I receive a message saying "Sorry, but you can not create a new layout as you have aleready reached the maximum limit of 3 layouts per module." I have not been able to find a solution to this anywhere.
Issue Status Timeline in Zoho Projects
Issue Status Timeline is a visual display of your issue's status updates. You can track the status of your issue by knowing when and who made the updates. Depending on your preference, these updates can be viewed either as a timeline or a list view. For
[WEBINAR] Zoho Books : A Guided Tour (Australia Edition)
Hi all! The Australian edition of Zoho Books: A guided tour is here! This webinar will help you get started with Zoho Books. Hop in to start exploring its functionalities that make your accounting hassle-free. You can learn everything from setting up
"CUSTOMER HAS VIEWED THIS INVOICE" - PLEASE SPECIFY *WHICH EMAIL ADDRESS* IT WAS VIEWED BY
Please allow us to see when a specific email recipient views an invoice/estimate/etc. Sometimes, I like to CC myself when I send invoices to customers. If I open the email, Zoho Invoice then tells me "Customer has viewed invoice", which is not technically
How to see Zoho Campaigns mailing list subscription status for contacts in CRM?
Is there a way to see Zoho Campaigns mailing list subscription status in the CRM Contacts list? I have Zoho Campaigns and CRM syncing so I wonder if I get a quick idea of one's subscription status without switching to Zoho Campaigns and looking for that client there.
List or segment based on bought products.
I have a question and looking for the best way to make it happen. So, this customer is using a third-party e-commerce website. Using webhooks when some one buys something we look to see if it’s a contact in Zoho CRM and if not, we create it. After we
PROFORMA INVOICE FOR ZOHO BOOKS UAE EDITION
Hi, Please add a Proforma invoice module for ZOHO BOOKS UAE EDITION. I have been requesting the Zoho support team since long ago but didn't receive any reply. Proforma invoice Is a mandatory & important feature that is missing in the Zoho UAE edition.
Email Notification for an Estimate Accepted via Public Link??
Hello All, I could've sworn I read in the documentation for Zoho Books that when an estimate is accepted via the public link, an email notification is supposed to go out, However, my team is not receiving any email notifications and I can't find a spot
Monitoring the Operational Health of an E-commerce Platform
In the dynamic landscape of e-commerce, ensuring the seamless operation of an online platform is paramount for sustained success. Watch this video to know about critical aspects of Operational Health.
Favicon state change (dot) when timer is running or paused
For Zoho Books, it would be immensely helpful as a user reminder if there was a dot added to the favicon to reflect the timer state. See the attached image for an example of the various states. This would provide users of the timer module a visual reminder,
How to create a filter that moves incoming emails with no subject to a specified folder?
What should I enter in the condition field? I've tried: Empty field -> result is: "Provide some criteria" "" -> result is: filter is not created at all, and clicking the "Save" button has no effect nor raises any errors '' -> result is: filter is not
We need a packing list Template to be added just like an invoice
Kindly consider adding a packing list Template to be added on the system may be at packing stage before delivery stuff. also if you can add Nigerian banks for receivable of payments. Regards
Directing users to the Zoho login screen to use Zoho Books REST APIs
Hello, We have a Zoho books membership, and we aim to use Zoho Books' Customers, Items and Invoices REST APIs in our ASP.NET MVC application. For example, when a new user is added to our system, in order to ensure that user appears as Customer in Zoho
Implementing Oauth 2.0 for google API
I'm trying to access a Google API and need to use Oauth 2.0 to do so. I think I can use posturl to request the authorization code, but Oauth 2.0 requires a Callback url to send it to. How can I do this? Thanks Joe
How do I insert a record with an external ID?
Request header: X-EXTERNAL: Potentials.Subscription_Id Request body: { "data": [ { "id": "385551000026301022", "Subscription_Id": "cc49c2cf-dc69-4ae7-a42e-c8c3a0d59fa2_1" } ] } (I've omitted some other fields for confidentiality) Response body: { "code":
Default field that is present when searching Zoho Invoices is not present when pulling an invoice directly using ID
So when I just pull a list of all records, lets say from the past 7 days. It lists the records in a JSON as expected with data for each. One of the fields listed is "transaction_type". This is generally "renewal", "new", etc. The problem is, when I use
Adding Tags to Bigin through a CSV
Hello, Is there a way in Bigin to add tags to multiple records through a CSV file? So, I have a bunch of emails in a CSV and all I want is - add a certain tag in bulk to all those emails in Bigin. No other updates. Doesn't look like there is a category
Change Default Mandatory Fields
Is there any way to change the default mandatory fields to a non mandatory field, or remove the default fields from the page layout? While customizing several of the modules to fit our business needs, Cases for example, we do not need fields such as Case Origin - that have been labeled as mandatory, and have little ability to further customize the fields to fit our business needs. We have created several other fields and identified them as Mandatory, but we are unable to save a new record, because
Can I use CRM email templates in Zoho Mail?
No, email templates in Zoho CRM cannot be used in Zoho Mail. Zoho Mail uses different email templates, and these cannot be used to populate data from CRM.
Announcing ZUG New Zealand Meet-ups in Auckland, Wellington & Brisbane - Meet, Talk, and Learn from Workplace Experts!
Hello Everyone! Our Workplace experts are visiting the top cities in New Zealand to meet you all in person and help you boost the productivity of your organisation. Come and meet us at Auckland, Wellington or Christchurch - whichever is nearer to you.
Découvrons Zoho Projects 8.0 : Rapprocher les fonctionnalités et l'expérience utilisateur
La nouvelle version de Zoho Projects a été conçue avec la mission de rapprocher les fonctionnalités et l'expérience utilisateur, afin de créer une plateforme sur laquelle il est agréable de travailler. Nous croyons fortement que Zoho Projects 8.0 peut
Announcing ZUG Australia Meet-ups in Melbourne, Sydney & Brisbane - Meet, Talk, and Learn from Workplace Experts!
Hello Everyone! Our Workplace experts are visiting the top cities in Australia to meet you all in person and help you boost the productivity of your organisation. Come and meet us at Melbourne, Sydney or Brisbane - whichever is nearer to you. Find our
Creating Vendor payment with tax deducted
Hello i would like to create a function in zoho deluge to create automtically vendor payment with tax deducted. There is no problem creating a vendor payement without taxes for the bills. I dont see the input of the account of the tax and the amount I
Ability to colour code (or shade) appointments
I would like the ability to be able to differentiate different types of appointments on my own calendar. For example, I have appointments where I am out of the office, In the office,some are fixed, others tentative, and I also like to set aside time for
I cannot find the recycle bin in Zoho Projects
Hi, I have just spent two hours looking for the Recycle Bin in Zoho Project (I need to free some space in the Project Wiki in order to upload new documents), but I cannot find it anywhere... How frustrating. Where should I look for it? Thanks a lot in advance!
Updating Related Records
Hi, Im looking at creating a button or a blueprint function, that when selected it will change the status off all assocated records within a particular related record section for example. Sales Order Module Payment Status is changed to Refunded Related
Customize the predefined Views (View By Group) under Projects
Hi, How do we customize the Predefined views (View By Group) under projects? https://i.imgur.com/cnExhPw.png In the screenshot, when we click into "Projects" on the left panel, it enables use to select from a predefined view lists, this include "View
can we add print feature in the button by page?
Hello, I'm trying to generate barcodes in Zoho Creator using an external API, and it's generating successfully. However, when I attempt to print it, the predefined process in Zoho Creator seems complex. Is it possible to integrate printing features into
The site cant be reached
Hi, my zoho form cant be accessed using telco line but no problem with wifi. The problems only happened recently. What should i do? Please help me with this.
Function #3: Assign a mandatory reporting tag to invoices
At Zoho Books, we receive numerous inquiries about the option to mark reporting tags as mandatory in transactions. We do acknowledge the usefulness of this functionality and we plan to include it as a default option in the future. In the meantime, we
Purchase Requisition
I want to understand if Zoho Books is having the following workflow: PR ( Purchase Requisition ) >> PO ( Purchase order) >> Bill Can you please reach out to katesiri@eecl.co.th for PR demo. I need to integrate the PR add-on to our ZB account.
Update a Checkbox
I created a Flow that triggers when we transition a Deal to an Onboarding stage. The purpose of the Flow is to make sure the Account and Point of Contact exist in Desk and create them if they do not. It also creates a Desk ticket and a Project in Zoho
Problem with Workflow meetings showing up in My Meetings.
Hello, I created a workflow when a field was updated, a meeting was created (among other things). Emails worked, tasks were created, and the meeting shows up in the Meetings Tab, but it does not show up in "My Meetings" widget, nor does it show up in
Contacts Have Been Duplicated and Associated with Incorrect Accounts
I have approx 365 contacts that are now duplicates; Of each duplicate, 1 is associated with an account that is INCORRECT. When I opened a chat, I was told that I did this, however there is no way this was done by me. I need someone from Zoho to contact
Check the input for Product_Details and try again."
Zoho CRM says "Zoho CRM says 'required field not found'. Check the input for Product_Details and try again."
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