Back up of all Zoho data
Good day I wish to have a back up of all files stored in the Workdrive. I would also like copies of all my emails but I seem to recall that's not possible. if you could tel me, step by step, how to do the Workdrive back up I'd appreciate it. Cheers Doug
Enhancement: Pre-buffer
Hello Bookings Community, Greetings from the Bookings Team! We're delighted to announce one of the most-awaited features, Pre-buffer, which allows you to add buffer time before the appointment time. What is buffer time? Buffer time is additional time
Report of the Week - Warehouse wise Inventory Aging Report over Finance Data
Slow moving stocks may lead to issues like expiry (in case of food items), obsolescence, and high holding costs. That's why you need the Inventory Aging Report. It helps you maintain a healthy business by tracking how quickly your inventory moves. It
Original transactions Description in Accrual Transaction Data in Analytics
In Accrual Transaction report, in description column, fourmula is transaction no in that line item, instead we need actual description as per that particular transaction like invoice/CN/Payment etc. Can you create a query table for the same ?
What is full syntax for Delulge add attachment to an invoice?
Here is yet another example of unfinished documentation: Invoices | Zoho Invoice | API Documentation How is the "attachment" parameter specified? Is it a resource id? Is it a fully-qualified url, such as a permalink or external share link? https://
Attachments for "Write" note type
I have many notes that include attachments. But: I can't write text when I choose "Attach" note type. I can't attach files when I choose "Write" note type. I can't attach multiple files when I choose "Attach" note type. I can't include/link/connect note(s)
HOW HOW HOW Does one access the zoho image library?
I have uploaed a boatload of images, yet everytime i wish to insert an image into mail - i get two options... from desktop and add URL. Obviously THERE IS a way to access the library/ Perhaps it is a hidden icon, or maybe a pressure sensitive screen corner.
How to sort leads based on Lead Status?
I used to be able to sort the leads in my sales module based on the Lead Status, but several months ago the sort function became messed up. Previously, new leads with a blank Lead Status would be at the top of the page, then Lead Status with a number
Gocardless submitted payment request have no reference
Hi, I'm using the Gocardless integration but submitted payment requests do not contain a reference. Is it possible to customise this? Including the invoice reference would be ideal. Even a fixed text string would be better than no reference at all. Regards,
Billable Expenses for Project cause Incorrect reporting of Income and Expense in Profit and Loss report
The "billable expense" function breaks the Profit and Loss reporting for project expenses that should be reported as both income and expenses. The example: A matching grant reimburses a percent of specific expenses for a project, but it is not considered
FETCH DATA FROM SUBFORM TO FORM
Hello, I have the form named "Loan application", and another form "Client's transactions" hosting sub form named "Group members." Loan application form has the field called "Account Number" and a sub form "Group Members" has the field called "Account."
All users view All Entries
I just recently subscribed to Zoho Forms, and I'm already starting to question if I made the right choice in this platform. My account will have approximately 7 users to it. Aside from the Super Admin, there will be 3 admins and 3 users. I want to limit
Is it possible to automate member status?
A couple of years back I asked my then Zoho consultant if it was possible to include the field "member status" in automations, Zoho Flow, etc. They said the field wasn't available for that. Is this information still true? "Member status" is the field
Instant Actions: merge fields with drop-down options
Hi there, I would like to set up a workflow where a new Deal is created when the status is live and the closing date is coming up to a year. This would be a renewal opportunity for the deal. I've set up instant action: Create Record Type = Opportunity
Cloning Leads Results in Loss of Data
Hello! We like to keep our leads in "Leads" since it is likely that the Lead will have multiple deals. As lead conversion removes a lead from "Leads" and becomes a deal and/or contact, Zoho tech during orientation recommended I simply clone the lead and
question about meeting module to associate in diferrent modules
Hi, i wanted to ask about Meeting Module a question, when i adding a new meeting and i choose in field "Related To" the module Student i can associate the meeting to module Student and also to choose more module here is the picture - but, when i choose
A Huge Update to Custom Functions
We're thrilled to announce a significant update to custom functions in Zoho Recruit, enriching your recruitment experience with a range of enhancements and a revamped interface. Your feedback has been instrumental in shaping these improvements, ensuring
How to fetch record with multi condition and sort by desc
I would like to create a serial number; the code is by year and month: [YYMMXXXX], XXXX is from 0001 to 9999. I create two fields as condition of filter, the Deluge code is: if(SerialNo == "") { CurrentYear = zoho.currentdate.getYear(); CurrentMonth =
Merge via API endpoint?
Hi Zoho team, I'm pretty sure this doesn't exist but I wanted to make sure. I'm creating a duplicate cleansing integration and need to know if there's a merge endpoint in Zoho CRM API. Looking at the docs there is nothing like this but is there any undocumented
How can I allow my users to choose a currency for a dashboard?
We have created a revenue dashboard with many charts for displaying various looks at historical revenue. The dataset hosts 3 different currency fields reflecting our global footprint. Typically, revenue is used as the y-axis in the collection of charts.
Sum - Running Total
I am having trouble creating a nice "Running Total" graph in Zoho Analytics. The problem is the source data doesn't necessarily have an entry for each month. The code below is how I create a Query Table which I use for the Graph. But for example they
Zoho extensions 101: Build, test, and publish extensions
We are excited to announce that we are hosting a webinar series on extensions! Sessions Date Status Day 1 February 21st, 2023 Recording Day 2 March 14th, 2023 Recording Day 3 April 4th, 2023 Recording Day 4 April 25th, 2023 Recording Day 5 May 16th, 2023
Interopérabilité des calendriers : intégration entre différentes plateformes
Imaginez qu'une agence utilise plusieurs plateformes de calendrier : Zoho Calendar pour l'équipe marketing, Exchange Calendar pour les ventes et un système interne personnalisé pour la gestion des projets. Bien que chaque plateforme ait ses propres atouts,
Welcome to Zoho Bookings
Hello everyone! We are excited to increase our interaction with Zoho Bookings users through the Community. In case you are not aware of it, Zoho Bookings is the appointment scheduling software from Zoho. Anyone who needs to manage their schedule/calendar needs Zoho Bookings... to get their online/offline meetings booked to get registrations for their class (recurring group events to rent out an asset like meeting halls or audio equipment Some of the major features of the product are: Email and
Color Picker for text is BROKEN after update
On both Windows 11 desktop and in the Chrome browser, I can no longer use the Color Picker to change text color or highlight color. I can select from colors shown with "Colors" selected, but if I select "Picker" then it instantly changes the color to
How do I update a record on bigin from a webhook configured on the developer console?
Hello, On zoho flow , there are webhook and url poolling triggers that allow you to update a record in bigin. Is there an equivalent on the developer console?
Old email disappearing
Hello, I realise older emails in my folders are disappearing and i can't find them back anywhere. What should i do to : - Get back my old emails on display ? - Avoid this automatic archive Thanks
Unable to change hosting services
Hello, I recently switched hosting to Godaddy from another server. I am unable to set up Zoho there despite moving all my mx and spf records over there. As I read somewhere, I believe I don't need to reverify the domain on the new hosting. So I have not
How to remove a contact from a workflow after booking a Zoho Bookings meeting?
Hi, We want to use a Zoho Campaigns workflow to try to move middle of the funnel leads to take the next step and book a meeting with us. We also want to use a Zoho Survey as a way to gather information to qualify them. We sell Business English courses
how to assign credit cards to individual users
I have been unable to figure out how to assign corporate cards to individual users, and it doesn't seem like it should be as difficult as it has been for me. Our company uses Capital one credit cards. Upon syncing our account to Zoho expense by adding
Make a link between 2 reports
Hello, I have 2 search values in my report, one is linked with the target (customer) but the other search value (offer) is not linked with his target. Is there is something special to do to make a link on all the search values ? Thx
Accounting on the Go Series-16: Seamless Customer Communication: Sending Statements on the Fly with Zoho Books Mobile App
Hello users, In our ongoing "Accounting On-the-Go" series, we would like to introduce yet another handy feature in the Zoho Books mobile app – sending customer statements directly from their profiles. Let's dive into a real-time scenario. You're meeting
Gmail or Zoho Mail or Outlook (and which extension for Zoho Recruit)
In a perfect world the Zoho Recruit extension for Gmail would be as good as the Zoho Recruit extension for Zoho Mail. But.. it's not. Either get Gmail and a 'not so great' extension -- OR -- give zoho mail a go for the stronger zoho recruit extension.
Idea to improve the Information Design of "My Flows"
how do I update fields based on campaign member status ?
Hi I want to set up automation rule for whenever a "member status" is changed due to a campaign. But I cant find is a valid "field" so cannot find a way to set up rules Anyone can help ?
How can I make my zoho calendar public?
I want to make my calendar public so that anyone from my company can see all my booked slots
Select multiple options in a dropdown?
Hello! I am trying to create a column in which you can choose from multiple options. In this case, it's venue categories as an example (weddings, social events, concerts, corporate). I may wish to choose both "social events" and "weddings." I used the picklist for other columns, but I can only choose one. Thoughts on how best to incorporate this (or another way I could set up this information)? Thank you!
Using exchange server in forms
I want to send out emails when someone submits a form in zoho. How do i do this so that it the sent items are also stored in my microsoft 365 account. I have set up the email so they appear to come from my m365 domain but cant get them to sync in the
custom pdf
So I can customize the pdf that goes out with the email when a form submission is submitted. Can i use that custom pdf any other time - to export or print a entry later or anything?
We are facing a data loss problem while using Zoho Drive
Hello, We are facing a data loss problem while using Zoho Drive. We use WorkDrive True Sync. I will try to explain it step by step; Two different users open a file at the same time. Let's say an excel file or a txt file. They make a different type of update on the same file. Like entering their first names on the different cells in an excel file. They save and close the file. Synchronizing starts and ends for both users. And we open the excel file again. And see that one of the user's first name
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