Deluge Code to Create A Purchase Order from Sales Order via Button
Hello community, I need a Deluge code to create a Purchase Order from Sales Order. I want to use a Button for this, so when we hit the button, the PO is created and fields are mapped and the PO is linked to the Sales Order and the Deal. I would be extremely
Add the ability to search among all passwords from the contextual Vault Extensione dialog
Hello, I'm using Zoho Vault Edge Extension and I see the following behavior when trying to fill a login field using this feature: Basically: if the page URL is present in one of the URL of a password: I can access the credentials directly from the contextual
What's new in Zoho Vault - 2023
Hello everyone, Ever since we launched Zoho Vault, we've been actively gathering feedback from our customers, including their appreciations, concerns, pain points, and valuable constructive criticisms. We deeply value this input and remain committed to
手机客户端zoho wirter应该带分隔符和引用，并优化，有点卡。
手机客户端zoho wirter应该带分隔符和引用，并优化，有点卡。
Can I specify which fields I want in a response?
When I get a list of customers with https://books.zoho.com/api/v3/contacts?organization_id=org_id, is there a way to specify which fields I want in the response? I don't need to receive every field. I know it's just a matter of only reading the fields
Explore Bigin APIs in Postman
Hello all! We're thrilled to introduce our new Bigin API Postman collection, tailored to make your API testing experience smoother than ever. If you're already familiar with Postman, you know it's a widely used tool in the API ecosystem that provides
Default value of custom field not showing
I have made a custom field "PO number" under Sales Order. I have made the same custom field under Invoices and set the default value to ${salesorder.cf_po} so that when I make an invoice the PO number from the sales order is automatically filled in. This
Getting error while configuring SSO with ZOHO Vault and AWS Identity Center
Hello Team, I have configured the ZOHO Vault with AWS Identity center as per this blog: https://help.zoho.com/portal/en/kb/vault/admin-guide/articles/vault-configure-single-sign-on-sso but after that I am started getting error as An error occurred An
Turn off Smart Sign-In
Hi, I have inadvertently enabled Smart Sign-In when setting up a user. This means the user has to launch OneAuth app, tap "Smart Sign-In" and take a picture of a QR code: Before being presented with: Which just requires clicking on the OneAuth logo, click
Cost of goods sold and Inventory Asset account not reflecting Sales Transactions
Hi I have enabled inventory and also enabled inventory tracking for all items when a purchase is made, Inventory asset account increases. But when sales is made Inventory asset remains the same and cost of goods sold is not debited at all. So Cost of
Cost of Goods sold not calculated
Hello I just started a demo version of Zoho Books and have a question on Cost of Goods Sold caluation Step 1 Created item A - Recorded purchase through bill including the qty. 200pc @ $100 per pc. After making the purchase, the item is correctly shown
WP Contact Form 7 to Zoho CRM (Attribution0
Hi, is there a way to capture UTMs from Contact Form 7 to Zoho CRM so we can attribute leads coming from paid ads? Appreciate the advice, thank you!
How do we move a service to different workspace in Zoho Bookings?
We have services that were created years ago in workspaces that are no longer relevant to the company structure. We need to move some services to different or new workspaces. It doesn't appear there is a way to do that but it doesn't make sense that a
Accessing Vault API with Self Client: INVALID_OAUTHTOKEN
Hi, I'm struggling to access the Vault API using the Self Client app. What I have done: 1. Created a Self Client app. 2. Generated the code using a. Scope: ZohoVault.secrets.ALL,ZohoVault.user.ALL b. Time duration: 10 minutes c. Scope description: Test
domain buying problem from zoho
I want to buy a domain from zoho, from the mail tab. I have inputted the domain name i want and it was available, filled in the required details, but proceeding to where i'm to make payment, but im stuck with this error. Kindly help zoho\x2Dinputstr
google domain
Hello, i need to set up mail in google, but google says no more operating domains, so were to put MX SPF?
Zoho for Coaching Business - Client Portal
Anyone using @zoho for their Coaching Business? Would love to speak to others about how they are using it to track calls, meetings, share documents, client portal etc. Not getting much support from their technical team. With so many apps, trying get one that can do all I need is difficult. Not even sure if creator can help. Would like to see how people have set up client portal especially to share documents, log calls, book appointments etc. Thanks
using projects for business coaching
has anyone set up projects for coaching clients? Ideally, I want to be able to give my clients a log in to a portal where they can update goals, tasks etc.
Function with lookup field to update a field
Hi, I want to update the name of a record based on 2 lookup field in this record. It's working : I have a workflow with this function : resp = zoho.crm.getRecordById("Referencement_expert",Referencement_expert_ID); Er = resp.get("Expert_refere"); Cr =
Integrating Zoho with Turbolinks
Hi there, I'm trying to integrate Zoho SalesIQ with TurboLinks and could do with some help. Turbolinks means that instead of loading a new page, sections of the html are just update, giving you a SPA looks and feel. The problem is that means the zoho script doesn't reload. Theoretically, you should be able to move the code snippet to inside an event listener which is triggered when someone follows a link. But that doesn't work (it think due to the fact that the script needs access to the DOM). Any
Set delas as priority in stage of pipeline
Is there way to set a priority stage for a for deal in certain pipeline deals. For example I have pipeline stage for example " client received email deal" and I want to choose some deals that are more important to stay always on first plan for when I
Can no longer invite attendees to a calendar event
I use Apple Mac, and I could always invite attendees within the calendar invite. The option is now gone. In the video you'll first see an old event which has invitees and then i'll show you a new event and I cannot select invitees: https://capture.d
Customizing attendees list columns
Hi, We are using Backstage to manage our multiple events. One users need to work on the attendee list for every events and exporting requires a bit of work. only 4 columns are relevant for her, and one of them (company) is hidden under the "include order
This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, safiamarine.com I got the error message that is the subject of this Topic.
How to sign out from all devices?
As a super admin how can i sign a user out of every device?
Mail is not deliveing due to 550 Spamhaus blacklist
I'm currently encountering a critical issue with my email delivery system. Specifically, emails sent to outlook.com and other external email addresses are bouncing back and are unable to be delivered. While sending email to outook or other domains i'm
Generate an App-specific Password
The reason people are rating that help article negatively is not what you think. It is because they are in https://mail.zoho.com/zm/ and can't find the security tab. Nowhere in the article does it say as of 12/9/2023 that the requisite security tab is
Email Signature at Organisation Level
Hi, I would like to suggest an feature with many organisation may like. Their should be facility to set email signature at organisation level, so that consistent signature will go through out organisation level. This is because i have organisation with
How can I avtivate the sync logic between inventiory and CRM?
Hi , May I know why the sync logic is avtive but last sync date is 18 Oct? How can I avtivate the sync logic between inventiory and CRM?
How to get API key for external access
How do I get an API key to configure my own system to connect to the CRM ? The only key I can seem to find is the ZSC key
Syncing OS calendar to Zoho calendar
Hello, I've tried to use the search before posting, unfortunately I didn't find a solution. I want to sync my icloud calendar to my Zoho calendar. I know there is an integration of Zoho via CalDAV to my apple calendar, but I have several calendars on
Zoho Bookings ePHI option unavailable
Hello! While customizing my booking form in Zoho Bookings, it seems I am unable to delete preloaded fields and replace info like name, email, and contact number with fields that have the ePHI tag activated. I tried changing the field description, but
Zoho Portal upgrade option
I have just seen this Portal Users upgrade. I've been using portals and its free. Does this give you any additional options?
Gérer une campagne via Zoho Survey -> Zoho CRM -> Zoho Campagain
Bonjour, Je suis nouvelle sur Zoho. Ma demande est assez simple mais j'ai l'impression que Zoho ne permet pas de le faire. Je dois faire partir plusieurs enquêtes à nos clients via deux manières : - Certaines enquêtes seront envoyées à la clôture d'une
Zoho CRM Other User's Activities
How do I add others to the "other users' views" part of Activities?
Zoho Motivator - Adding KPIs to Dashboard
Hi all, I've set up some KPIs and Targets and I'm trying to add the KPIs to a Motivator Dashboard within CRM. This works fine when based on an individual user, but if I try to add a Company KPI it fails - is there something I'm missing here? Kind Regards,
Include Address Information in CRM when Customer books appointment
I have the bookings app setup with some additional fields to capture the customer's address. I need this as we are a service company that performs service at their location. I want this information to be included in a contact record that gets created
Where is the Client tab in ZoHo Recruit
I'm using the paid edition. I'm a Recruiter Admin, but I don't have a Client tab. What am I missing? I have Dashboard, Job openings, Candidates, Interviews, Emails, Calendar, Users, Reports, and Settings. Doug
Get the User Filter value in the Dashboard
Hi team, I have a dashboard with different reports, tables, and widgets in it. The dashboard has one user filter and it's a date filter. I need to be able to get the date value in the user filter. Please let me know how I can do that whether I should
Free Trial Activation Issues
Hello, I tried to found in vain the possibility to get the 15 days trial for ZohoSocial Profesionnal plan. Could you give me directely the link to access this page and test the features of that Plan before puropose it to my Organization ? Regards,
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