Product with different prices
If I want to add a product and it has different prices, can I have the one product and 2-3 different prices depending on the size they would like to purchase? I would like to be able to send them a quote with the prices added inside the quote or do I
Automobile Expense and Fuel/Mileage Expense for same car and employee
I have used the Record Mileage feature in Purchases > Expenses > + New. I have entered two separate journeys by the same employee in the same vehicle. Both journeys are inputted using odometer readings. When I look at my expenses, one of the journeys
[Product Update] Zoho Projects and BugTracker Data Model Changes in Zoho Analytics Integration
Dear Zoho Projects and BugTracker integration users, As a continuous effort of enhancing our product with latest API versions, we are updating Zoho Projects and BugTracker APIs in the Zoho Analytics integration framework. As a part of this upgrade, the
Syncing Organizational Emails
In my vCRM, I see that we can sync our emails in the Email Configuration Settings. It appears we can only sync our individual emails. The problem is the CRM get's swamped with all the email even if they don't have anything to do with things that should
Introducing the Iconfinder add-on for Zoho Show
Content is undoubtedly the king, but the visual aspects of your slide deck also play a key role in delivering a successful presentation. This includes organizing content in a logical hierarchy and using easy-to-read font styles and color. Another great
Incomplete extraction of deals based on a single criteria
Hello, Using the query below, I expected to retrieve all the deals in the sandbox But the sandbox tests were inconclusive. I only retrieve the deal installed by default (Zylker), and the other eligible deals I've created are not extracted. Any idea what
Domain Issues
I have been unable to access my domain in the console to manage it. I need assistance as soon as possible. I need to access it to connect to website. Thank you
CRMの設定
お世話になります。 CRMの設定をしようとしたら、ポップアップで18の説明画面が出たままになっています。 これの解消方法はありますか？
Reply From Group Email That Received By Default
Hello, how do we set the default reply email to be the group email that received the email? At the moment, whenever I click reply to any email sent to hr@coemail.com the software will make the from email me@coemail.com when I would prefer for it to be
Support for syncing multiple accounts to your computer in TrueSync
WorkDrive TrueSync app now supports syncing multiple accounts to a computer. If you are part of multiple teams, and you also have an individual account, you can sync all these accounts to your computer. You can add a maximum of 3 WorkDrive accounts to
Assign contact based on email?
Hello. In Deals Module each deal has its own unique field named "Deal Email". Im looking for a way to search and find the same emails in "Contacts" and if "Deal email" and "Contact email" is a match, then I want the contact to be added as a "Contact"
Re Email IP changing
Hi team, I need to change IP of website so is there any changes happened in Zoho Mail app ah ?
How to connect a domain from GoDaddy to DigitalOcean droplet and Zoho Mail?
Hello, I have a question I would like to ask. I have a domain on GoDaddy; I want to connect the domain to DigitalOcean Droplet. But I also want to use Zoho Mail for the domain’s mail server. Is this possible? If possible, how to do it? Thanks
We experienced an error in saving your recent edit
When trying to edit a document I get the following error: We experienced an error in saving your recent edit . Continue to edit on the page without refreshing will lead to some loss of your work. I am using Chrome browser
Using Zoho Forms is useless
We integrated a form from Zoho Forms into Landing Page and looks good. Unfortunately submitting this form is not visible to Landing Pages, despite the "integration" which is just an iFrame it would seem. So we needed the submission of the form to trigger
trigger a draft invoice creation
Hello, Context: Zoho Inventory is used to manage orders, invoices and payments. Sales channels are: -Zoho Form that triggers unpaid sales orders creation in Zoho Inventory -Zoho Commerce that triggers paid sales orders creation in Zoho Inventory -Manual
How to delete bounced email contacts
How to delete bounced email contacts
📢 : Rewind with us – Zoho Analytics in 2023🗓️
As we wrap up 2023 and step into 2024, we at Zoho Analytics are grateful for all the customers who journeyed with us this year. While we look forward to continuously evolving and enriching your analytics experience, here's a glimpse back at some of our
Leave
How does the leave settings work? how do you set up accruals? I guess I'm looking for some detailed instructions on how to set it up, as the interface is not that intuitive.
ZOHO Bookings, change email template .
Regarding the email that it is sent to a customer, how can I edit the text. thanks
New in WorkDrive: Introducing WorkDrive Snap
Consider this: Your team works from multiple locations and employee training is an integral part of your company ethos. However, onboarding every new member can put a strain on critical resources—especially when you're training members across time zones.
Revaluation of foreign currencies at future dates
Am I right in saying that Zoho doesn;t have the functionality to revalue foreign currencies in the base currency at future balance sheet dates? So as an example (FX rates not accurate just for an example): My base currency is £ but I have several bank
Autogenerate unique usernames for Community Forum
Hi, we are a 2 sided marketplace like Airbnb and we use Zoho Desk's Community Forum. However, we do not promote it to our customers because it does not autogenerate unique usernames. Zoho's software allows people to use their full name, which we don't
Zoho Mail notifications settings problem
I have an alias for the domain I own which is connected to all the emails related to shoping. I need no notifications for it. I setup the filter that whenever email comes to SHOPING@myemail.com everything is moved to folder "Shoping" and notifications
SEND MAIL ISSUE
ZOHO CRM - CUSTOM FUNCTION - SEND MAIL When sending mail with the custom function in zoho crm - mails are not always sent. It sends email ONLY through the zoho deluge mail server and I cant even know through script if mail is sent!! On gmail mainly mails are not sent at all... we added a bcc and to check if mails are sent. However in SEND MAIL function you can use a template and this send email through your custom mail server but the issue here is that you are completely limited in the way to design
Are Releases and Epics really different?
Yes, they are! We encounter this question quite often in our support tickets and so here's something that will let you differentiate these features and put them to best use. Going by the standard definition, an epic is a collection of user stories that have to be executed to achieve a particular goal. Release Management helps you to manage the large scale activities of your projects. Epics do not have any time frames but Releases do. Any bigger part of your project that has to release within a specified
Where can i get zoho code
may i request zoho code for my shopify account.
Converting numbers to text
Dear all, I was trying to convert such an amount to a text string but I couldnt figure it out. Can you please guide me step by step how to handle it? Regards, Nafe
sub-reports
I would love to have a full sub-reporting fetaure that allows me to join two reports in one and have headers and footer for sections. For example: - master header with document number, client, date - details with products, quantity - master footer with document total
Possible to populate help center user phone number through SAML login?
We are using MS Entra ID (formerly AAD) as our IdP. I want to be able to populate the phone number in the user's help center profile using SAML claims. Is this doable?
Zoho Inventory API v1 - Get Sales Orders using custom fields filter
Hi! Can I filter sales orders based on a custom field? This is what I'm currently using and I want to add a filter to only retrieve orders with a custom field value of "X". https://inventory.zoho.com/api/v1/salesorders?page=1&per_page=20&organizatio
Back in Time: A Recap of Zoho Marketing Plus in 2023
Hey everyone, 2023 was filled with a lot of important updates for Marketing Plus to help make marketing simple. With just a few days left, let's revisit some of the popular updates to Marketing Plus and welcome 2024, on a high note! Manage marketing budgets
Better User/customer interface for our business.
Hi, anyone? So far, how I have set up the system works just about OK and has done so for the last few years, but we are getting some customers who seem to get confused and we agree. Can anyone guide me how to set up the following scenario or let me know
WorkDrive TrueSync for Mac with the Apple M1 Chip
Hello everyone, Apple recently introduced the M1 chip for its Mac computers. WorkDrive's TrueSync app now supports Mac OS with the Apple M1 Chip. If your Mac has the M1 chip, you must follow these steps in order to use the TrueSync app: Upgrade your Mac
Payment Gateways in Africa (Nigeria, Ghana etc)
Hi Zoho, There is currently no way for businesses in countries like Nigeria, Ghana, and a lot of other African countries to accept payments on your platform. The biggest platforms used in these countries are not integrated into Zoho Books, and they are
Data Reports from Zoho Social and CRM interaction, from lead to sales
Can Zoho ´Social interact with CRM in an way that can generate automated reports about the leads, how long they take to convert into sales ? Also I would like to know it we can set period of times (including previews digital marketing campaigns) not only
Zoho One Commerce Site
Our site has been inoperable since at least November 10th. I have made numerous calls to technical support to get an update. EVERY time I call, I am being told the same thing...they are working on it. Give us one or two more days. It has almost been a
Error message - Something went wrong with authorization
Has anyone encountered the error in the Contact record in CRM for the WorkDrive folders? The section that previously showed folders and files in WorkDrive for the contact no longer show. There is just an error message “Something went wrong with the Authorization.
Date and time of Sync on X axis
I need a simple graph that will show me on certain values on Y axis for each day of the year. That could be for instance total amount of deals having a certain stage. Calculating that amount is not a problem. The problem is to have it show for every single
How to validate a tabular section field
Good morning, I have a form with a "Tabular Section", which contains a data that I need to validate. The data of the "Tabular Section" are: Course Name, Progress, Start Date, End Date. What I need to validate is that the Progress is set to 100, when the
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