Shipping Confirmation Email
Is there no way to generate an email to the customer with their tracking information when their order has shipped? Been looking for this and can't find it - it's a very important feature for us and we are otherwise about ready to switch to Zoho Inventory (from Quickbooks Online) even though it seems very "new" yet.
Mass De Duplication for Contacts
Hello, I have a lot of duplicates on my CRM and would like to remove them in a mass way, but didn't seem to find the de-duplicate button even if I have the super admin access. Could you please assist with that?
Group same users with unbilled time from different projects
Zoho Invoices will allow you to group by users by project but it would be helpful it combined each user even if the time is from different projects. For example: Suzy works on five hours each on Project A and Project B Bob works one hour each on Project
Add Project Descriptions to Invoice Automatically (with return carriages instead of dashses)
Zoho Invoice templates allow you to list projects in the Transaction Details > Document Information section of the template in a comma separated list. Example on invoice with multiple projects: To make this better: Make the list show on separate lines
Different prices for different customers
Hello, I would like to be able to have a global price list in Books (e.g. marked up 100%) and then offer different customers, different discounts, e.g. Customer 1 might get 25% on product one and 20% on product 2 Customer 2 might get 20% on product one
Confirming a Sales Order
Hi, A Sales Order is created in Inventory by a Woocommerce plugin (Wordpress) . The SO is in draft, I'm currently using a zoho flow and a deluge script to update some fields and want to set the SO as confirmed. There is no approval blueprint. The SO is
how do I make selected type bold?
I can select type and make it italic, underlined or strike through, I do not see an option for bold, how do I make type bold? I also do not see any other weights available for fonts. I do not know how to edit CSS
How do I get a Workflow to trigger entry into a Blueprint?
I'm trying to get a Lead to enter a Blueprint when they change Status. If I change the status manually then the Lead correctly enters the Blueprint, but when the status is changed via a Workflow the lead doesnt enter the Blueprint, but the Status is correctly
How to Manage Customer Service across Channels - Second Webinar in the Series - Register Today
Hello all, We have successfully completed the first webinar in our series: Getting Started with Zoho Desk. Now we are gearing up for our next session. Webinar Topic: How to Manage Customer Service across Channels Date & Time (PDT): October 30, 2023, at
Linking to a local file from CRM
I have found a workaround (sort of) to be able to open files stored on a local drive from within Zoho CRM. For my use, I want to be able to access my recorded calls from within a contact record. By creating a field called "Document Path" as a text area,
zoho show not showing notes in android
the powerpoint slides had an option of adding notes in laptop. The same fille when accessed from show app of android , notes not showing up
How to correct currency errors when performing internal transfers between different currency accounts
When transferring large amounts between internal company accounts using different currencies it appears impossible to correct the actual amount posted in to the target bank account - there are not enough decimal places for the currency transfer conversion
Unable to sync Account Owner between Zoho Desk and CRM
Hi there, We use Zoho Desk and Zoho CRM as our two primary business systems. Within CRM, each account is assigned an Account Manager for day to day queries, and we use the 'Account Owner' field in CRM to achieve this. We receive a significant number of
I cannot see the candidate's resume in ZOHO Recruit. That seems to be a system problem.
I cannot see the candidate's resume in ZOHO Recruit. That seems to be a system problem.
How to retrieve information from “Trainer Central” with Deluge in “ZohoCRM”
Hi. I would like to use ZohoCRM's Deluge to retrieve Trainer Central information. Has anyone ever obtained information from Trainer Central through API integration?
The month that was at Zoho Workplace | September 2023
Hello Community, Hope you're all doing good and staying safe. The Zoho Workplace applications have quite a few new features and enhancements for the month of September. Let's take a quick look at them! Zoho Mail New languages support Zoho Mail now supports
Error sync
Hi, I have an error syncronization. Can I help me? Thanks
Sales Order
Hello I am using Woocommerce Zoho Plugin with inventory I cant send woocommerce order data to zoho sales order i am facing this error code 3008 message The Customer field can neither be blank nor be incorrect. Please enter a correct customer. Reference
Woocommerce - Zoho Inventory Native Integration
Hi Zoho team, When can we see Woocommerce - Zoho Inventory & Zoho CRM integration without using third party apps. It has been months and years of waiting now. If, Zoho can provide integration support for Shopify then why dropping Woocommerce users out
Enable search into custom field
Making custom fields searchable would be ideal. Allow users to search by values stored into custom fields could greatly reduce the time loosed to search a task/issue. This function is very usefull if custom fields are used to store additional ID (other identificators in addition to ZOHO self-generated ID).
Function for copying field
Hi, I have a field called 'Book Reference', I want to copy it to a field called Book Reference Copied. It is within a module named 'Bookings'. How do I do this please?
Edit History: Prevent data loss during collaboration
With teams moving to hybrid workplaces, remote collaboration has become routine. Zoho Sheet simplifies collaboration for distributed teams with user-specific access levels for file sharing, contextual commenting, and real-time editing tools. It also provides
Zoho Survey と Zoho Forms の違いについて
こんにちは、初めて質問します。 顧客向けのアンケート作成で、Zoho Survey かZoho Forms の利用を検討しています。 この２サービスが似ているように感じるのですが、 利用用途や機能の違いについて、ご存じの方がいたら教えていただけると嬉しいです！ よろしくお願いします。
Want to change country in Zoho Inventory
Hi, When we configuring our organization profile, we mistakenly set the country as our "Branch" location. But we are not aware of that time, the country will not be changeable at all. Invoices, Dashboard and everything in Zoho Invoice, Zoho Books and
Loading a saved draft automatically
Is it possible to improve the UX of drafts? My forms are not particularly complicated but can require my users to gather information so the save draft functionality is very nice to have. However using it can feel strange where you save a draft and your
Is it possible to show the correct answers to the quiz at the end?
I can see that Zoho Survey will show the score for each question at the end of the survey and total those answers for a value divided by 100. I would like to present the person who takes the quiz with the correct values for anything that did not match.
I need to create list and have a pick list associated with each item on the list
I need to create this type of field set up in leads and deals. The item list can be fixed but a user must be able to enter the quantity for each item. Item Type Quantity Item 1 1 Item 2 3 Item 3 2 Item 4 0 Item 5 0
Editing information on Candidate form page - Careers Website
How do I amend the information that candidates are requested to complete on the Candidate form page on the careers website?
P&L Reporting
Can anyone help please? Currently when running a P&L report on Zoho books, invoices are counting in our sales but also in our cost of goods sold which isn't correct, for the life of us we can't figure out why invoices are being summed in the cost of good
Zoho Book - P&L Reporting
Please help? Currently when running a P&L report on Zoho books, invoices are counting in our sales but also in our cost of goods sold which isn't correct, for the life of us we can't figure out why invoices are being summed in the cost of good sold and
Find replacement temps
We are excited to introduce "Find Replacement Temps," which can help you effortlessly find the perfect replacement when one of your temps can't make it to a shift. Easily find a replacement temp with the same job title, base pay, and other essential qualifications
Find matching jobs for your temps
We are thrilled to unveil a feature that will transform how you manage your workforce. With "Find Matching Jobs," your staffing operations become more efficient. What is "Find Matching Jobs"? "Find Matching Jobs" is your intuitive tool to match your temp
Sponsored Job Board - Indeed
Is it possible to link and charge sponsored job posts from Zoho recruit to an existing Indeed account? We currently do this on another ATS by adding a tag to the job post. Thanks
Allow users to edit the format of Item Headers on invoices
There doesn't seem to be any option other than Bold formatting for headers. We would like to have them as white text on a black line.
Form did not send to writer merge
Hello Issue 1 A client completed (2) form entries with in minutes of each other and only the 2nd entry was sent to writer merge. The 2nd entry process was completed perfectly and was sent to zoho writer -> then to zoho sign as normal. The 1st entry never
Zoho Campaigns and Zoho CRM automation for Opens and Clicks
I have set up both Zoho CRM and Zoho Campaigns and integrated the two. I am trying to create an automation workflow in Zoho Campaigns - when my leads open and/or clicks on an email, the Lead status / Tasks can be automatically updated in Zoho CRM. What
Multi Parent Field Dependency
Currently, Zoho CRM only supports a single parent as a field dependency. We have a use case to support multiple parent fields to find the correct child values. Without it, we would have around 40 million unique values (crazy, I know). Are there any plans
Can i create custom convert function including mapping?
i want to convert potential to product or any custom module, so can i create custom convert function including mapping?
[Upcoming Webinar] What's new in Zoho Analytics: Q3 2023
To all the data enthusiasts out there, we're back again with another power-packed webinar in the What's New series! This last quarter was marked by exciting new features and product updates focused on offering you top-notch solutions. With new data sources,
email auto-response when scanning a business card from the phone app
Hello all, How to create an email auto-response when scanning a business card from the phone app that uploads to the "Lead" in CRM?
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