Automatically Shipment Costs &MORE..
1. When I enter the customer's name, if they are not registered, it should display an alert that the customer is not registered. 2. If I find the customer when I select them, it should check if they have any other orders for the current week. If they
How to get all user data list from Zoho Books
I am facing issue to get Zoho Books user list in deluge, there is no direct get record method in zoho books for "User" module (just a thought). However, i have tried it using the below script, the script worked but it is only showing current user even
Whatsapp Business
HOW CAN WE NOT SEND MESSAGES TO OUR CUSTOMERS VIA WHATSAPP BUSINESS IN ZOHO?
Emails not going thru
Image below I am not getting automated emails from ZOHO CRM to a my inbox anymore. The error below I just noticed today. These emails do however go to other email accounts I have tested with. Not even sure where to begin to fix this
Report print view deletes last rows
Hello, We are having a recurring problem in the report's print view. When we try to print in A4 a report with more that 30 rows, the view DELETES de last rows, eliminating our employees info. It only happens when we try to print in PDF. If we print in
Is it possible to convert regular pick-list to multi-select pick list?
I have a regular drop-down pick-list and we realized that we need this info as a multi-select pick-list. I don't think there is a way to convert from one type to the other, but what is the simplest way of moving the data over? Meaning, whatever value
【Zoho CRM】モチベーター機能に関するアップデート：ディスプレイ用チャンネルのお知らせの追加など
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ 今回は、モチベーター機能に関するアップデート情報を紹介します。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●【Zoho CRM】モチベーター機能に関するアップデートのお知らせ ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈
Power of Automation::Automate the process of cloning a Task on specific status update.
Hello Everyone, Here we are again, filled with excitement to share yet another requirement that has been accomplished through the implementation of custom functions. In general, a custom function is a user-written set of code to achieve a specific requirement.
Default Task Owner
@angiemeeker @zohoprojects Can I set a default task owner?
Issue with Receiving Email Open Notifications for Emails Sent via ZOHO CRM API
Hello, I'm a ZOHO CRM user, and I've been using ZOHO CRM along with the ZOHO CRM API and the curl command to send emails successfully. However, I'm facing an issue with receiving email open notifications. Can you please help me with this? Let me explain
Issue with Receiving Email Open Notifications for Emails Sent via ZOHO CRM API
Hello, I am a user of ZOHO CRM. I have been able to send emails using ZOHO CRM API and the curl command, but I am unable to receive email open notifications. Please assist me with this issue. I will provide a detailed description of the problem I am currently
Product Images on PDFs
Please allow for product images to be shown/hidden on some PDFs and not all PDFs. For example: Show product images on Estimates and Sales Orders, but not on Invoices. Thank You
Adding income without invoicing
I want to add income items to my account but it won't show in the Dashboard as there is no invoice assigned to it. The income I want to add never had an invoice issued as it was ticket sales to my events. I want to add this income so that it shows on
Knowledgebase Article Permissions
Hi, Goal- I want knowledgebase articles in the Category 'General' to be available to 'Registered Users' but not to public. This article https://help.zoho.com/portal/en/kb/desk/self-service/knowledge-base/articles/organizing-your-knowledge-base-content#1_None
Designation
Designations play an important role in today's business world. Most organizations have a hierarchical structure, while some others follow a flat structure. In a hierarchical organization structure, the chain of command starts at the top-level management, and the career advancement path for such structures is clear. On the other hand, a flat organization structure has very few or no levels of organization structure with less levels in the decision making process. No matter the structure, you can
How can I include custom Account fields on the ticket?
I've created a cuistom Account field and I'll like that to display on the ticket. how do I achieve this?
Spelling error squiggles are all over the place
Is there any way to make the squiggles that denote a spelling error sit underneath the words they relate to? If you take a look at the screenshot, you'll see that they're all over the place.
Drip Campaign Email Reply All for Subsequent Reminder Emails - Zoho Campaigns
We have successfully set up an email campaign using Zoho Campaigns that has timed conditions to send additional messages if there is no response from the previous messages in the thread. What I'd like to accomplish is have the 2nd and 3rd "reminder" messages be "reply-all" emails to the previous messages in the thread following this logic: Send 1st Email If Response, end workflow. If No Response to 1st Email within "x" time, then "Reply All" to 1st Email with content for 2nd Email If Response to
Unified what's new section
Personally, as a consultant for some clients who use Zoho One, I find the way I receive information about updates for individual Zoho applications to be quite convoluted. In some cases, the link is within the application, while other times I need to do
Mass stage update
I want to update every deal i have that has a stage of X to a stage of Y. After using zoho for a while i realize i have some duplicate/unnecessary stages in the system. What is the best way to go about doing this? If i go to deals and tried to select
Email Automation
Hi I just created an Automation Flow for the first time and saw that you have to create the emails (messages) in the flow itself. Is it possible to attach existing drafts from Zoho Campaigns as the email in the automation flow? I wasn't aware I had to
How to Add Task using Deluge?
I have two questions. Given these values from my Board, One: What is the complete syntax for this call? params = Map(); params.put("scopedID",463204000000002002); params.put("boardID", 463204000000380003); response = invokeurl [ url :"https://connect.zoho.com/pulse/api/addTask"
Push field from Billing to CRM?
In z Billing, in the payment page I have 2 checkmarks : "accept the terms and condition" and "subscribe to receive email". Is there a way to push those checkmarks into CRM? I need them as a proof. Yes they can't really register if they didn't check the
Zoho Writer desktop app: Your creative companion on and offline
Imagine a world where you can create and edit documents uninterrupted, even when the internet decides to take a coffee break. With our brand-new desktop app, you can continue working whether or not you have a stable connection. Download the all-new Zoho
Server Issue for Zoho Sheets
Unable to access zoho sheets (constant loading status)
Zoho Sheet is "temporarily unavailable"
My system is showing that Zoho Sheet is temporarily unavailable. Is there a time frame for when it will be restored?
New feature: Collective Booking
Hi Bookings community, Greetings from Zoho Bookings! We're excited to announce the much-awaited feature Collective Booking, a new service type for handling a new type of appointment. Through this feature, you can now involve multiple staff members in
I hate the latest interface change - can I have the old one back
Your new interface change is a horror for my workflow. I used the Customers page to track which customer was relevant for which specific service. I used browser search and found it one. I have over 20 customers and now I have to guess where the details are by clicking through one at a time.There's no way I can get temporary staff to find anything either. Invoices used to be easy to reconcile because I could do a search on the same page. Now I have to separately click a search button. Why? Why was
Zia language posting
Hello, I am trying to understand how to get Spanish posting suggestions with Zia. I cannot find the way.
URL print record in customer portal
What is the url to print a record from the customer portal? If I put this it doesn't work because it takes me to the user login page laurl = "https://app.zohocreator.com" + zoho.appuri + "record-print/Intervenciones_T1/" + t.ID + "/"; openUrl(laurl,"new
Overview tab
The current Widget tab on the Project Dashboard doesn't really do what I would like it to do. What I want to see is a quick at-a-glance overview of everything within the project. So I would like to see my tasks, issues, milestones, comments, activity
Zoho Docs Mobile App no longer functions with Camera
Since upgrading to iOS 11, whenever I try to add a photo of a document via Zoho Docs mobile app, the Camera link sends me to Photos and not the Camera. I checked to ensure that the app still had access to the camera in settings -- it does. I also tried rebooting the phone, quitting Zoho Docs via double Home key and swipe, and the problem still exists. I thought this was me just not touching the menu in the correct spot (Photos option is located just below Camera on the + menu) but the Camera function
Custom function fails because of "maximum number of requests per minute"
Hi, I have a simple workflow - when a new SO is created, a simple custom function copies a value from the customer's custom field (let's call it DEP) to the SO's custom field. Recently, a person doing purchasing noticed that some SOs don't have DEP even
Graphic Reports (Charts)
It would be really nice to have a graphic report section within Books where I can see charts and diagrams for previous fiscal years and custom periods. The dashboard does a nice job for the current and past year, but the feature is missing for previous years. I used to be a user of Quickbooks Online and they do a really nice job on this feature. So I hope you guys can forward this request to your developers and I hopes I to see this feature in a future release. Thank you
What is Forecast Category used for?
When editing a stage there are three options under Forecast Category and I have no idea what should be selected. The options are Pipeline, Closed and Omitted. What are the impacts of selecting either option?
Email migration: Importing groups after importing users or importing users after importing groups?
In what order should you import groups and users for email migration? Should you import the users and then mention which of the users belong to which groups in the CSV file for importing the groups or should you import the groups first and then mention
Oops! An error occurred.
i trying to backup some of my files because i already blocked, i export the files and it happen.
Unable to send out email.
Hi... We have had this problem with most of our email accounts where we cannot send the email. So I was wondering if is there a way to fix this? Thanks TK
As of September 2023, what version of Zoho Creator powers Custom Apps in Zoho Connect?
As of September 2023, what version of Zoho Creator powers Custom Apps in Zoho Connect?
Introducing Academy 🎉: your go-to hub for all things payroll
Hello! We're thrilled to launch our newest payroll resource hub - Academy by Zoho Payroll [for India] - the information repository where you can go to learn everything about payroll. Introducing Academy by Zoho Payroll Why did we build Academy? Payroll
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