Error in Analytics
Please see screenshot of error for query below and assist SELECT "Union"."Date" AS "Date", "Union"."GL Number" AS "GL Number", "Union"."Value" AS "Value", SUM("Union"."Value") OVER(PARTITION BY "Union"."GL Number" ORDER BY "Union"."Date" ASC ROWS BETWEEN
Slack integration not available?
Hey there, the Slack integration that should apparently be there for soho CRM is not available for me on the marketplace. What's going wrong here? thx!
Reconciliation Screen - Sort Transactions?
Is it no longer possible to sort transactions by deposits or withdrawals during reconciliation? One used to be able to do this. While on the topic, it would be far better for reconcilation if it were possible to separate printed checks from other withdrawals
Zoho FSM - Customer feedback
We are looking to implement Zoho FSM as we already use many of the other Zoho applications and love how it integrates between platforms. We would like to customize the look of the customer report that is presented so it is a little less clunky and more
Tasks & Tasklines > config-wheel options > aligned (edit, move, create above/below, etc) + Inline editing of titles tasks/tasklines!
Hello, To have a better user-experience and logical alignment of actions on both Tasks & Tasklines, it should be logical that these actions are likewise available on both (especially when you start using Zoho Projects more and more, and also faster) :
10 Users Limit on Premium Subscription is not sufficient
Hey Zoho, 10 Users Limit on Premium Subscription is not sufficient for most of the business seems like and as we expand and grow its becomes a roadblock. Can we please increase the same to at least 15 users please ? Hoping to get a positive response
CRM Blueprint Task Due Date Calculation Issue During Sandbox to Live Environment Deployment
Whenever we push changes from the sandbox to the live environment, the Live CRM Blueprint Task Business Days selection reverts to regular days instead of remaining as business days. This results in the need to manually adjust the due date option from
How to use fetch on client script?
Not sure the correct syntax to use fetch within the client script when adding a token value. And then also saving that value to a variable to be used. Would someone be able to give me an example? What I thought it may look like is: fetch('https://zohoapis.com/crm/v5/Accounts?fields=Account_Name,Phone,Industry&per_page=1')
Need help using If formula to determine commission calculations
Hi All, We are selling a suite of products and services. Each product / service has a commission payout from our partner. The length of the term we sell (12/24,36/48, or 60 months) determines the commission multiplier for the products. Currently, in CRM,
Zoho books should provide nonprofit discounts.
Can Zoho plan to offer some discounts for non-profit organizations and probably for students in the future?
Let's have Salesforce Sales Cloud integration of Zohobooks
Let's have Salesforce Sales Cloud integration of Zohobooks
What are the security and privacy measures and practices implemented by Zohobooks?
What are the security and privacy measures and practices implemented by Zohobooks?
Lets have Dynamics 365 integration with Zohobooks
Lets have Dynamics 365 integration with Zohobooks
Can we have Barcoding/RFID integration ?
Can we have Barcoding/RFID integration ?
Sending Email to Multiple Receipient ZeptoMail
how to add multiple email address in API call. is the following example correct? "from":{ "address":"noreply@xyz.com", "name":"Sender name" }, "to":[ { "email_address":{ "address":"email1@gmail.com; email2@gmail.com" } }
Client script: using Event name from code
Hi everyone! Is it possible to get from a Client Script the name of the event that triggered it? I mean the custom name that I've assigned, not the kind of event ("onLoad", "onChange" etc) For example, given this event I'd like to get "Account-Edit-
Retries Exhausted. Read timed out
Hello. When I try to send an email to a member of my team it gives me the error "You can no longer send emails to the address for the following reason. Retries Exhausted. Read timed out". The problem is only with an email. Hola. Cuando trato de mandar
Exporting Campaign Report Information
Hi, Is it possible to export in csv format Campaign Report information such as: Recipient, Opened, Unopened, Clicked, Unsubscribed, Marked As Spam, Forwards Thanks, Guy
Zoho Developer Community Monthly Digest - September 2023
Hello everyone! As we step into the crisp and colorful month of October, it's time to take a step back to reflect on the fantastic month of September. In this month's issue, we have curated exciting updates, insightful articles, interesting community
Zoho CRM v4 COQL query: subquery always returns all results
There is a bug with subqueries that they always return all the results. They are essentially ignored. You can test with the following COQL query: { "select_query": "select id from Purchase_Orders where id in (select PO.id from Purchase_Orders AS PO where
Outbound Zoho Mail fails to get to iCloud accounts
I can outbound send emails from my zoo mail account that are received by non-iCloud accounts, but they fail to get to iCloud accounts. I've tested this multiple time with emails routed to multiple destinations. Only iCloud accounts are not receiving the emails. Please check into this.
Item Image full link in API missing.
Hi ,how to get full image URL in zoho books item API ? i only get image filename in API in https://books.zoho.com/api/v3/items?organization_id=xxxxx i need full item Image link
Deluge Script to convert timezone if required
Hi there, I have written a deluge script to convert a time string to account for timezone differences. In short, in my CRM I have 4 fields that are being referenced: 1. RH2 Appointment Time - this is a text string, that shows as "09:00 am" (or other time,
Zoho Answer Bot
Hello, We have Zoho Answerbot on our page with salesiq, however we need it to capture the details of the person prior to any engagement, e.g. name, email, phone. Before we enabled Answerbot salesiq used to do this in the chatbox when people click it,
Mapping Billing Country Field to Your Contract Template Field
In Zoho CRM, while configuring Counterparty Fields Mapping to map counterparty information in your contract type, the field 'Billing Country' doesn't have the support to be mapped due to field type mismatch. Because the Billing Country field in Zoho CRM
CRM Typescript SDK | keyValues and keyModified fields in response object are empty
Node 18 ZohoCRM Typescript SDK 7.0.0 Hi, we are trying to add the @zohocrm/typescript-sdk-2.0 to our custom application so we can retrieve Contact and Account data from our CRM instance. I've been able to successfully generate and authenticate using OAuth
A single figure showing net outstanding receivables or payables balance figure after linking the vendor and customer contacts
Despite linking the vendor and customer accounts the Zoho books it does not provide a single figure i-e net outstanding or receiving amount instead it is showing receivables and payables amounts separately. I had recorded certain payments on different
On Page Break Header content is overlapping with body.
Hi All, We are trying to create a custom template using HTML CSS in zoho books. Template has been created successfully. But on page-break content is overlapping with header rather than content starting after the header. Can someone help me with this?
Allocate Vendor Credit To Venor Opening Balance
Hello, please add a feature to allocate vendor credits to vendor opening balances. I seen a topic related to it dating back 4 years, has there been any update or is the situation still the same? I'm assuming there is no update. Thank you
Tip# 12: Private service: Hide services on booking pages
A workspace booking page is where customers choose a service from the list of services provided. An example of service can be a product demo, requirement discussion, or any kind of meeting. At times, there can be a requirement where a particular service
Closed Deals skews the Amount By Stage Graph on the Home Page
Our "closed lost" stage far exceeds the remaining pipeline categories on the "Amount By Stage" chart on the home page. It makes the other stages so small, that the whole chart is worthless. It appears that I can't delete the stage, or I have no way to
Filtering report when embedded in page
Hi Is there any way where a can filter the view of a report when it is embedded on a page in Zoho Creator? Is want to redrect my portal users to a page after submitting a form, but only show the result on the form filtered by some input from the previous
Zoho FSM Monthly Roundup: Sep '23
In the monthly roundup, we will bring you up to speed on what has been in the works at Zoho FSM. Custom Reports Zoho FSM has almost 30 in-built reports. You can now expand its scope by customizing it according to your needs. You have the flexibility to
Please Extend my free trail or please transfer my site to another account
Please Extend my free trail or please transfer my site to another account
Manage tickets more efficiently with views and filters in My Area
Greetings! We're excited to introduce a new and improved method for handling your support tickets through the My Area section in our help center. With the introduction of views and filters, we aim to simplify the process of viewing and managing the support
Accessing Custom Fields within Deluge Custom Button Script
Hello, I am just getting started in customizing the Zoho Inventory App by adding custom buttons. I am trying to access custom fields that have been setup on the Purchase Order module with the following script: //This is a sample function. It will display
calculate Date difference in summary view
Hi, I want to calculate date difference. suppose I have post_date and now I want to calculate difference between the post is publish and current date or in sql format ( datediff(now(),post_date) ) how can I achieve this in summary view.
Lets increase Zoho Sheet spreadsheet cell limit to 10 million like Google Sheets
Lets increase Zoho Sheet spreadsheet cell limit to 10 million like Google Sheets
Can not open any of the previously created dashboards / charts
Any attempt to access previously created dashboards or even stand alone charts results in Alert Message: "Sorry, an unexpected error occurred when performing this operation. The error has been logged and will be looked into. It would be of great help if you could provide us with additional information using the ''Feedback'' link at the top of this page." Tried to create a new chart - the same result. Access to Tables appears to be unaffected.
Cant find Check-in feature
Hi There I am trying to find how to use the Check-in feature of Bigin. My company are trialing it and so far its not too bad, a little unpolished but promising. Can someone please explain how do I checkin when at an event? Ross.
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