Profit Margin
Is there a way to track profit margin on quotes and orders? My company resells products. Below is what I am trying to do. Is this possible? When I load an item into the Price Book, I would like the ability to load my acquisition cost as the baseline cost. When I create a quote, I would like to have see the acquisition cost, and have a seperate field where I can enter the cost I will sell the product for. Then, I would like Zoho to auto calculate the $ profit and profit margin for each quote.
Unsuscribes Leads
If a lead unsubscribes and later gets deleted do they enter some kind of durable unsubscribe status within Zoho? In case they get reentered in the future? We know a lead will only use our product in a very short time window while a certain life event
Activities deprecation
Once the Activities module is deprecated, what will the layout in other modules like Accounts and Contacts show as related lists? Currently I see Open and Closed Activities. Will these related list remain or will there be separate related lists for Calls,
Field type limitations in Zoho Projects
I have hit my limit on some types of fields (single-line, picklist, phone, email etc.) as I am trying to create a custom layout using the Standard Layout template. Will I have higher limits if I create a non standard template or is this a result of the
[Client Script] Module: Quotes, Field: 'Quoted_Items' | setValue() --> internal API error
Hello there, I would like to use an client script to validate line items in quotes. So basically I get the value: let quotedItems = ZDK.Page.getField('Quoted_Items').getValue(); do my logic and on the end I set the value: ZDK.Page.getField('Quoted_Items').setValue(quotedItems);
Function #12: Approve purchase orders automatically
The transaction approval feature in Zoho Books helps establish an authorization process, allowing business owners to closely monitor transactions created by their employees. This process ensures that all transactions created by employees undergo a thorough
Different behaviour when saving record depending on how I open the record editing page
Hello, I've created an app on Zoho Creator and I see a different behaviour depending on how I open the record. 1) If I open the record by navigating the app, edit it and save it: I see a "Data updated successfully" pop-up on the top of the screen and
I am so tired of hitting this arrow.
When I'm in the middle of editing an element in the campaign's editor, and I'm ready to close the editing pane, I am constantly clicking the arrow at the top of the editing window which takes me back to the campaign overview screen. The button to "save"
Accessing Customer Module Data from a Invoice Custom Function
Hello everyone, I'm currently working on custom functions in the Zoho Books Invoice module with Deluge language. Zoho provides arguments for these functions, such as a Map of the invoice, organization, and user. However, I'm trying to figure out how to
Sending mass emails in the accounts module
Hi, I created about 6,000 records in the accounts module and would like to send emails to them. Just from looking at that module there is no way of doing that, is it possible to move all of those records to the contacts module (so I can send mass email).
DKIM setup
I need help with configuring DNS records for DKIM
How do I transfer Unearned Revenue to a different account?
I am using zoho to track my real estate rental business. I received a payment, and Zoho classified it as "unearned revenue". I want to transfer that to "Security Deposits", which is a current liability. I made a journal entry to clear out the "unearned
Landed Cost Allocation Per Item
Hello, when allocating landed cost, the system spreads it over qty or value, problem is, we import goods, so we had only a few items where duty was applicable, but the system allocated it to all 30 plus items. I had to manually set each to 0 and update
Introducing Our New "Building Extensions" Series!
We are excited to kickoff our brand-new series, "Building Extensions," where we will empower developers to design effective extensions using the Zoho Projects Sigma platform. This series is designed to assist and guide developers who are creating extensions
CRM Activity message us blocking access to CRM.
Cannot access CRM. Message about ZOHO change to activities is blocking access. Clicks anywhere on CRM screen don't do anything. The click is rejected. ZOHO CRM Support told me I don't have a problem. This is after I sent them screen shot of problem. ZOHO
Conditional Formatting Date parameters
I have a date field that is used for a deadline. I'm using conditional formatting to color the date text red if the date is in the current week. The problem is if the date is past due over a week, the color does not stay red. It reverts back to the normal color if the date is post-dated over a week ago. Is there a condition that says, "if the date is after the deadline, keep it red." I've tried using the "after" condition but there isn't a way to tell it "after" the field date. It only allows a string.
Web access blocked. Suspicious login activity.
My Account giovane@atecs.com.br has been blocked. Please unblock.
Is it possible to remove 'Help Desk Software by Zoho Support' footer from the Customer Portal
Hi, Just wondering if it's possible to remove this footer from the Portal. I'm doing my best to make the Portal fit with the rest of our website, and the footer looks out of place. Many thanks, Chris
Email parser
Hello, We are currently using ZAPIER and would like to move to FLOW. Our work requires the email parser which extracts data from the email and then parse it to GOOGLE SHEETS. The scenario in which it works is as follows: 1) Our application generates a mail on every action. 2) That email contains specific information which has to be parsed to a Google Sheet 3) That email is forwarded to a parser email created on PARSER.ZAPIER.COM, from there variables are extracted and passed on to the google sheet.
Featurecast Story 6 - Workflows
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 6 - Workflows Make it easy with workflows Zoho Desk's instant messaging functionality includes the ability to automate and simplify the customer support process. Workflows allow you to
No Output from Custom Function
Hi Guys, This is my first ever attempt to write in deluge so please go easy. I needed to create a custom function in Zoho Flow - to turn a full name string like "Ian Robert Smith" in to a separate output of First Name and Last Name i.e. "Ian" and "Smith"
Send Email bug
Hi, Would like to report a bug since this morning. If I click "Send Email", it should auto tag email address of supplier. but this morning it won't. All of our staff have this issue.
How to create Quarterly, Yearly report in zoho sheets?
Hi, I have a list of invoices in a Zoho sheet, and I want to link it to other sheets showing quarterly, and yearly report. Please help me in how to do that.
Sharing tags
Does Zoho Notebook allow sharing of tags along with notes? If so, how can this be done? If not, is such a feature under consideration?
Sharing Noteboard
Is it possible to share a Noteboard in Zoho Notebook?
Email bounce back in Creator
Hi guys, trying to figure out if I can receive email bounce back notifications in Creator when sending emails? I can see topics about this in CRM but not in Creator. Anyone know if it's possible? Quite important for our booking system that we've built
Wrong card opening
When I tap a card to read, a diffeent one opens. This is happening on both my iphone and ipad. Doesnt matter if its in portrait or landscape mode.
Is there a more "businesslike" UI/theme for Notebook?
I'm rather old fashioned (and old) and I had great hopes for Zoho Notebook, but after importing all my Evernote notes and notebooks I just can't deal with this UI with it's cards and pretty pictures. Are there plans to offer a theme more suited to a business
REST API enable notification for notes of other module
Dear Zoho CRM team, I want my external web service to subscribe and react to new notes in Zoho CRM lead module. Usually, the service enables the notification (via the REST API) and receives events about the lead module. However, when a note is added to
Does Search Work?
I'm not able to find results using the search on Zoho Notebooks. Here is a video to help explain. https://www.loom.com/share/9ea2468bb4504c8cbdf58e75a473cb36 What am I doing wrong?
Adding a Custom Field for Can Deposit on Zoho Invoices
I'm currently facing an issue with Zoho Invoices and I'm seeking your assistance. Here's what I'm looking to achieve: I need to incorporate a custom field to account for can deposits on my invoices. These deposits are additional charges added to beverage
Updating Sales Order "Ordered Items" values with Quotes "Quoted Items" via custom function
Hi! I'm updating a custom function that populates the Sales Order fields with values from the Quotes module. I'm trying to add a conditional statement that, when a certain field is X value i also bring all Products inside the Quote to the Sales Order.
Task Timer and task status update
Is there a way to automatically change task status when its timer is stopped?
Need Custom Fields for Subscriptions
Hello, We really need to be able to add custom fields to subscriptions like on most other modules within the Zoho Finance suite. Presently it appears you can add custom fields to invoices, customers, products, payments and credit notes, yet there appears to be absolutely no way to add custom fields to a subscription. Unfortunately, this is the only field we actually need custom fields for! The use case for our particular business (phone company) is multi-fold: 1) We need to add enter a unique required
Archive Email Accounts
I have two separate Zoho accounts, and I am wanting to do a complete archive of each. I figured out how to export folders within an account, but I want to archive the entire account. What is the the process for doing this? v/r Jon
Zoho CRM Community Digest - September 2023
Hello everyone! Ready for a quick September roundup? We've got all the exciting announcements and engaging discussions neatly packed in this digest. Let's dive in! Spotlight: Every year, we recognize the top community contributors by conferring the MVP
Kaizen #106 - Functions and Invoke URLs - Part 2
Hello everyone! Welcome to Kaizen #106. In continuation to our last post, today, we will discuss invoke URLs in functions, how they are different from integration tasks, and how authentication works for them. What are invokeURL tasks? invokeUrl task is
What is the best way to connect Zoho CRM to Zoho bookings
I have been having issues connecting Zoho bookings and Zoho CRM I know there is a plug-in but it doesn't work for what I want I want to be able to update deal stage based on the booking appointment Please what is the best way to go about it For example
How to change module Mandatory field
We have a custom module called Parents/Guardians. When it was set up the field called "Parent/Guardian Name" was made mandatory. However, when I create a Form, this field cannot be taken out of the form. I want separate fields for "First Name" and "Last
zoho.projects.getProjectDetails Doesn't Show All Records
Hi, in Zoho Creator Deluge function, I use the following to get all projects from Zoho Projects. zoho.projects.getProjectDetails("maveninsightssolutions171","active","creator_projects_connection") It works fine but I realized that it only returns the
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