Can we have Reorder Management Features ?
Can we have Reorder Management Features ?
Can we have Demand Forecasting feature ?
Can we have Demand Forecasting feature ?
How Do I put the Contact Address in the meeting address Automatically?
I am am just not able to work this out, when i create a meeting, I need it to automatically pull the address from the contact address field. I would imagine i need to use a function for this I just dont seem to be having any luck in pulling this off,
How do i merge two zoho accounts?
I have two accounts and need to consolidate. One is associated with my gmail address, on which i started using CRM and have data there. (I'd like to delete this account, but move the CRM data to the second account) The second account is my work account, we host emails with Zoho and use the mail app. Can anyone help with how best to transfer data from the first account to the second? I've tried to change gmail account primary email to match the second account email, but the system won't allow that.
Lookup field
Hi All, I want to change below field in lead modules from line to lookup fields from account modules without remove previous data entered as line.
How to style a form using CSS
I put my programmer on this task and they found a solution. Using your browser's Inspect feature, get the CSS classes of both the <label> and <span> of any element you want to style in your form. Create a page. Embed the form in the page. Add an HTML
Finding Lost Calculator
Simple question but I can't find how to make the calculator appear on the home page - it was there last week, now it is gone and I searched help and discussions already - thanks Justin Rogers
HOW TO SOLVE IT
Kaizen #105 - Functions, Integration Tasks, and API Credits - Part 1
Hello everyone! Welcome back to another week of Kaizen! In today's post, we will discuss functions, integration tasks, how they consume API and function credits. In the next post, we will discuss connections, the difference between integration tasks and
Security Survey
How can I hide the annoying security survey banner that continually shows above the Mail screen every time I open it? Apart from being an eyesore it occupies space, and it does not have a 'Do not show again' button.
Lets have NetSuite integration with Zohobooks
Lets have NetSuite integration with Zohobooks
Best way to insert an Excel chart graphic?
Trying to insert a chart from Excel into an HTML email for a campaign. Finding that saving the chart as a GIF or PNG, and then using Insert Image does not produce satisfactory results. Even tried resizing the image in Photoshop first. I notice Excel allows me to save the chart as a web page. Can I use this to insert a graphic that I can resize in an email? What do you recommend to get crisp graphics in my email?
iMocha Assessment tool is bugged, please fix!
Integración Zoho Commerce y Zoho Inventory
Hola, tengo varias tiendas creadas en zoho commerce, la idea es que cada tienda venda diferentes tipos de productos. Quiero almacenar todos los productos de mi empresa en Zoho Inventory y depende la categoría de productos mostrarlos en mi tienda correspondiente.
Is there anyway that i can use this as a template to generate my certificate?
Is there anyway to create the same template? like the one on my attachment? I wanted to generate a certificate using a customize modules.
Digital content
Hello there , how can we add gif sort of content like professional websites ?
Tax Payable
I have 2 types of taxes configured in my accounting, one is the consultancy tax 10 % and another is Service tax 10.3%. Tax payable report shows me the amount payable under both taxes. For example Consultancy Tax Payable - 20,000 INR Service Tax Payable
Backorders
When have over 100 suppliers and 10,000 inventory items. Therefore when we key a sales order multiple suppliers will be used. 1. Our issue is we cannot use the backorder function as it literally places the whole order on hold. The purchase order does
API Get list of files and folders only returns 50 folders
When I run the following GET API: https://workdrive.zoho.com/api/v1/files/abc123abc123abc123/files It only returns the first 50 folders (there are 600 folders total). How do I get results with all of the folders? I'm using postman if that helps.
How to actually use the popup
Ok, I've created a popup in Pagesense. But... how do I actually use the information? For instance, I want to have it add the information in the form to my Zoho CRM and / or Marketing Automation. There doesn't seem to be ANY way to specify that. So basically,
This does not make sense at all. I would be very greateful if this issue could be fixed.
On Client portal the preview of the document is not the pdf so it is just completely bugged. Margins are not the correct ones, sign does not appear... etc. That does not look professional at all. If a client access the client portal but the signed document
Function #23: Early payment discounts in invoices
Consider John, a retail business owner who offers discounts on invoices if customers pay before the due date. However, keeping track of the payments before the due date and adjusting invoice amounts manually can be quite a chore. If you're a business
Help Desk Users vs. Customers and Accounts
Could somebody please explain the function of two user configuration areas in Helpdesk? 1. Customers and Accounts 2. Users Thanks
Reporting issues for multi select fields - inaccurate results
I have noticed when building reports for multi-pick list field, the results are skewed. This seems to be because it is not reporting on the individual field answers, it only reports on the exact combination of selections in the field. For example, if
Customize email notifications
Hello there, It's been years since Zoho Team promises that it will be available... But I still can't see where. Please, we are a lot asking for it, tell me it's now possible !
How to add more than one contact at a time.
I'm looking to send a form to an existing customers which will enable them to register up to five members of their staff for some training. There is already a CRM Deal, Account and Contact. This form needs to be sent to the customer so that they can
Zoho Inventory and Zoho Projects Intergration
Good Day. I am a new user still in the trial phase and seriously considering implementing zoho within my organisation. I have two issue which i have not been able to figure out and would like assistance please : 1. If i create a task or project in zoho
Help Needed - Field Mapping Issue in Zoho Opportunities Module
Hello Zoho Community, I hope you're all doing well. I'm currently facing a field mapping issue in the Zoho Opportunities Module. Specifically, I'm having trouble mapping the following fields: - Client ID - Opportunity Original Owner Email - Operations
Customer Supervision tickets
We have several clients who want one of the contacts to act as supervisor and visualize all the tickets of the other users. The "Customers can view tickets of their organization" permission is not enough because in this case you do not want all contacts to see the tickets of the other contacts in the organization. For security reasons, only contacts marked as supervisors could view them (The supervisor field could be a custom field). In the event that this is not possible, what would be the most
Lets have Gmail integration with Zohobooks
Lets have Gmail integration with Zohobooks
Can we have 3PL Management Services ?
Can we have 3PL Management Services ?
Introducing Markdown support in Zoho Writer
Hello everyone! We are happy to announce the rollout of Markdown support for Zoho Writer users. Along with other new features, such as smart composing, on-the-fly formatting, and auto-correct, this addition will help make creating, formatting, and structuring
Data Snapshots
Data Snapshots allows you to capture and maintain historical data from a report. It periodically snapshots the data from a chosen report, and stores them in a table for historical report creation & analysis. Watch this video to learn more about Data
Different email signature for first email and reply emails
Hi, May i suggest the option of setting one email signature for first emails and another for reply email. When you start an email conversation or reply for the first time on an email you would often want your email signature to be rich and containing
Email sharing in Zoho MAIL
Is this a feature that only exists if Zoho is your mail host? I have several situations where I cannot find the sharing icon in the emails but in all cases these mailboxes are IMAP accounts with external mail host. One client who does use Zoho MAIL as
Let's have Shopify integration of Zohobooks
Let's have Shopify integration of Zohobooks
Pop Up notes
We have a customer who has overdue invoices requiring payment before we can proceed with processing a new sales order. Is there a Pop Up window notification available that we can be created on a customer record in Books, that will display a message (containing
Using deluge how to add a line item to Estimates
Hi, Hoping someone can help me with a deluge question, I'm trying to have zoho books create an estimate but on load i want to add a new line item. Basically i want to create an estimate but i want at the bottom to add a header and a line item that is
Allow attachments on Payment Reminders
Hello, it would be great if payment reminders could have attachments. I have checked and normal templates seem to offer the option but not payment reminders templates.
Kaizen #82 - Search Records API(V4)
Hello everyone! Welcome back to this week's Kaizen post! Today, we will discuss Search API(in version 4), the various supported operators, and how you can use these operators to search for data in different fields of a module. First off, let us discuss:
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