Can a bundled product once added to invoice split into its component products
Hi, Our business case requires we show the bundled product as a part and service separately in the invoice. Currently the bundled product is shown as 1 product. Can the component products be shown separately once the bundle is added in the invoice.
Zoho CRM to Zoho Cal Flows Getting 404 Errors
Is it just me or does every flow with Zoho Cal at the moment get a 404 error with the inability to save flows? Flows that previously were working are now broken. {"code":"INVALID_URL_PATTERN","details":{},"message":"Please check if the URL trying to access
Problem reconciling payments from Stripe and GoCardless for online orders (Sales Without Invoices)
I recently moved from Xero to Zoho Books. My company sells some products online and payment is taken via Stripe. We also have subscription schemes which are paid via GoCardless. In Xero, these payments appeared in the clearing accounts as individual transactions
Android App, avtivities Cloning a task and events
Hi how to clone a task and event in the bigin crm android app? This option is available on browser option on pc.
How can I get opening balance of a particular contact?
I am trying to fetch the opening balance query but in that I didn't get opening balance of contacts, instead it returns the total of opening balance of all contacts as Account Receivables?
Booking Page Not Showing Available Dates
Our booking page isn't showing the available time and dates to schedule an appointment. The dates are all greyed in the calendar and I can't click on it to see the time. I've tried configuring it with the working hours, but then it only shows two dates
Bigin.CRM offline mode without internet connection
Hi Is it normal that the app Bigin does not work offline when there is no internet connection or wifi connection. If you travel normally the airline does not have internet wifi connection and you need to work on your Bigin or maybe other situation and
Bulk edit lookup field
Im my form (MONEY) i have one old field CURRENCY (type string) with several pre-choices (usd, eur, lkr, etc). I have created new form (currencies) and report with these choices (usd, eur, lkr etc) to use it like lookup. I have there such fields as: Country, currency code. In my MONEY form i have created new lookup field NEW_CURRENCY (Bigint) witch takes data from new form (currencies) with specified criteria (country). But bulk edit do not allow me to edit this lookup field in old entries. What should
Can email be used as an MFA method with ZC?
Hi guys, it doesn't seem to be an option but does anyone know if email can be used as an MFA method with Zoho Creator? For various reasons, we can't use auth apps, SMS, YubiKey. Thanks!
Zoho CRM integration with Constant Contact
Hi All, I am looking for integration between the zoho CRM and marketing automation tool "Constant Contact" but I am unable to find it in the marketplace. When I see the Zoho CRM's website -> marketing section, it displays the section where I can see the
Creating a report by location
Hi all, I am trying to figure out how many shoots (I am a photographer) I did in my home town rather than in a nearby city in 2022 for tax reasons. Is there any way I can do such a thing? Every gig I add as a meeting and includes an address. I THINK that's
How to get a one to many field in custom fields?
Can this be done? If so how?
Tip #2: Gestiona tus oportunidades de venta con Bigin
Tips and Tricks #2 para Bigin by Zoho CRM, por Alejandro Mora ¡Hola usuarios! Continuamos con nuestros Tips and Tricks de Bigin, esta vez con la segunda edición. En la última publicación, nos encontrábamos en un escenario en el que acabábamos de empezar
Projects mobile app timer doesn't work for team tasks
I'm assigning tasks to teams so I don't have to make everyone owners of every task. Projects is configured to allow timers for all project members, and the timer works fine in a browser. The mobile app doesn't offer a timer for tasks assigned to a team.
Feature Questions? Thinking of switching to Zoho Meeting
I am currently using GoToMeeting / GotoWebinar and Instant Presenter. Each has features the other doesn't. I would like to switch to Zoho Meeting as I use many of Zoho's application. My questions are: 1) I hold 4 weekly webinars on the same days and I advertise those meetings with a Static Meeting Id and all my prospective clients can always click on the same link for all 4 meetings anytime in the future. Is there a way to set that up. 2) Can I send out one meeting login ID to my database of
Notification after reaction
Is there a way to receive notifications on your device when someone reacts to a message? Ie: someone leaves a "thumbs up" on a message, so I would like to know that it happened without having to open the chat again.
Request: Ability to clone templates
It would be a great feature and a huge time saver to have the ability to clone templates to other departments. It becomes very cumbersome when you manage over 12+ departments. Thank you!
Export or migrate from Cliq to slack or similar service
Anyone have experience exporting chats to a competing service? Google chat, slack, teams, etc.
Can we custom Trigger ASAP
My company has a web app and are exploring the ASAP functionality. The problem that we have is that the floating button does not work with our app as it will cover CTA's and other points of information. I am wondering if we can custom/manually trigger
Introducing Bigin's Sheet View
We are thrilled to announce the launch of "Sheet View" in Bigin. With Sheet View, you can now view and update Bigin's data in a spreadsheet-like format, providing a seamless and efficient experience. In Bigin's Sheet View, tabular presentation of records
profile picture not showing in Zoho CRM
Hi, Our users have added a profile picture in their own Zoho CRM account, but me as super admin can't see their profile picture like this am I doing something wrong?
Move JotForm to Zoho Forms
Is it possilbeor is there any way to transfer current JotForms to Zoho Forms.
Subforms and field rules
Hello, is it possible to use field rules in subforms as well? Alternatively is there a way to show or hide whole pages using a field rule? Best regards Jörg
Zoho Books API Authorisation - Registering as self client
Hi All, Please can someone advise me on how Books API authorisation works for Self client. Can it work? I don't want to build an application, but rather want to just read data for reporting purposes. The issue i'm facing specifically is around the redirect
Send for Signature via CRM
Hi All, I am trying to trigger a Zoho Sign Signature request custom function when a specific tag is added to a deal. I am having trouble with the Zoho Sign Request on line 57 - undefined variable recordmap.put("zohosign__Account",accountid); I tried looking
Sent emails CC with my knowledge
Hi, I have emails that are sent with my knowledge with my email in the CC option in the email address? Because I have a lot of emails that my Office sends to my clients with my email in the "CC" and also the clientes send to the office with my email in
Account Blocked due to Suspicious Activity.
Hello, Trying to get access to my account, I have found this message above in the subject of this message. I am unable to log back to my account (see err. mess. below.) and thus cannot get rif of this following the Zoho procedure : I followed the step
Aggregate Formula Help
Hi - I'm trying to convert a working Aggregate formula in analytics to pull the data from CRM versus a data table. Here is my scenario - we need to pull sales numbers up to today's current date based on a previous sales cycle. I cannot use a basic YTD
Can you mass email based on related list records?
If we use the Zoho example of a school with a custom module for classes, is there a way to email all the students of a particular class? In my example, the student contact record would have a multi-select lookup field to the classes module, but I can’t
Google Chrome is labeling mail.zoho.com as Dangerous
As the title says, Google chrome is warning me about accessing zoho and sometime blocks loading an email. Check attachement!
Question regarding Twilio deluge task
I am using the deluge twilio.sms.send to send SMS to clients. https://www.zoho.com/deluge/help/twilio/send-sms.html Is there any way to setup the below somehow? 1) I would like when a client receive an SMS the FROM to show a name like 'Transfer' and not
2 Modules combined
Hello, We have 2 modules : 1. Visit Reports 2. Hits I would like to make charts and widgets to see how many visits are done per hit and this ideally per user over the months. How can I do this because when I create "add aggregate formula" in the table
How do I trigger an email notification when a form is submitted?
We've recently set up a new form on Zoho, and we'd like it to trigger an email notification to a manager when someone submits it. We have an old form which did this, but I can't see how to set it up - what do I need to do?
Can I get stock prices in Creator
Is there a way for me to get current stock prices, DayHigh, And DayLow into Zoho Creator the same way as in Zoho Sheet?
Calendar Embed - JS Errors, can no longer view events
Zoho Calendar embed has worked fine for months. As of last week, it's no longer possible to view Event details and there are JS errors logged in the console. browser-tab-page-loader.js:1 ReferenceError: getThemeClass is not defined at A.render (embed-tab-page.js:14:478)
Strange bug when edit
Hi, I would like to report an issue with the inventory module's grand total amount. Recently every time record is updated, grand total will show strange changes as below. What is the root cause of it? Thank you.
Bank feeds - still a problem
I'm really frustrated that the bank feeds only "sometimes" work. I raised this problem once before and was advised that Zoho used Yodlee and feeds were only updated once a day. That's fine but it only "sometimes" seems to work. Eventually transactions appear but they sometimes seem to take days. I know of other programs (Xero) that another business I am involved with uses Yodlee and they do not have this issue. My bank feeds are active, I tried to manually refresh however Zoho tells me that
ZOHO desk Not working - Onlinesales.ai
Zoho Desk is not working since today morning?
Can't add a domain
My domain is odhome.in i cannot add it an get the following error.
Knowledge Base document access only if URL is shared.
Hey all, There is a knowledge base document that I would like to publish it but only have accessible to the users that I am sharing the link with, meanining the document needs to be hidden from the rest of registered customers and viewable only the ones
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