Zoho Analytics - An Overview
The video gives you a comprehensive overview of Zoho Analytics. Zoho Analytics allows business users to visualize any data easily. Users can create reports and dashboards using the drag-and-drop interface in seconds. Zoho Analytics features the AI powered
Digest Juin - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Avant d'accueillir les beaux jours estivaux, découvrons ce qui s'est passé en juin sur notre Community France. Nous avons évoqué différents cas d'utilisation de Zoho Forms, au-delà de la collecte de données. Nous avons pu découvrir
Managing manual templates
Where do I manage my templates within manuals? I created a new template to replace the previous, but I can't find where to delete the old one?
How to set up a report on "related list"?
Hi there, when you open up a record, such as a lead, on the left, you can see the related list part, it contains the open activities and so on, can we set up a report to count " how many leads which contains 1 or 2 or 3 open activies and so on"? tha
Undo button for Gantt charts
Hi, I really need an undo button in the Gantt chart view, specifically for when we're moving task dates, create/editing dependency. How hard would it be to add this?
Change Task Owner (Bulk)
Hi, A user has left the company and we have approx. 1000 tasks spread across 100's of projects. How can we bulk reassign everything that is open for the inactive user to a valid active user? Is there a workflow/rule like 'where task owner is xxx and status
Message module Zoho CRM doesn't display old messages
Hello, I have a problem with the message module in CRM. I have an integration with WhatsApp and since yesterday, we can't view old messages. As you can see in the picture, when I navigate, it doesn't show more than 10 chats.
Zoom Voice/VOIP integration EU Release
Hello, I can see this was released a few weeks ago - however we were told the EU versions would release in a week or so. Do you have an ETA on this please?
Live Webinar: Automate business workflows with Zoho Show integrations
Hello everyone! We are excited to invite you to our upcoming webinar, Automate business workflows with Zoho Show integrations. Automating a business workflow improves organizational efficiency and eliminates repetitive tasks. With Zoho Show's integrations,
Mark CRM Deal as win after Books Estimate is approved
Is it possible to mark CRM Deal as won automatically after the estimate in Books is approved?
unique / duplicate value if condition - how to?
I have a custom field in the customer menu what has a limitation to unique values. Now i need to link that unique value to another field. Field 1: has 3 options to select from Field 2 (unique value): can only have one unique value for each option from
United States - Issues with Sales & Use Tax
Anyone else in the U.S. or anywhere else have the same issues I describe below? How did you resolve them? What is the best way to go about presenting, collecting and categorizing sales & use tax transactions? The way it works is we have state tax and
Edit Page Break in Record Template (defaults to breaking every new line in table)
Hello! I see that this question has been asked several years ago as well as recently, but did not find a satisfactory workaround, so was wondering if someone could help. In the Record Template, Zoho places the default page break at the end of one cell of the table (see pic below). Whereas it would be much more natural to let the table fill up the page, then to insert a page break so that none of the cells are cut off. Is there a workaround that anyone has found to accomplish this? Currently looking
Multi Page Form
How do I create a multi page form? I am trying to create a web input form that has many fields per record, and I would like to create categories which represent separate pages and have the record persist from page to page until they reach the end of the multi page form and submit it all at once. So for example, I would create a form for "Hotels", and it would include: "General Information" which would include the following fields: Name Location Description Address "Amenities" Pool Spa "Rooms" etc.
Profit and loss report does not show sales invoices
Dear Team, If i have a customer X and i am recording a bill for him and while invoicing the customer X i am syncing the same bill here. In this case this sales is not shown in the P&L report and only profit or loss is added
Zoho Assist is not working
All remote PCs are being prompted for Proxy setup. We can't access any remote PCs. Even customers selected "Dont show this again", we can't remotely login. Zoho, please help
Returning label parameters via webhook
As above is this possible? I can receive the payload but it does not contain the most details(like custom field for the signer)
Zoho Mail Won't Load
I've been having a problem for the last month or so where Zoho Mail on web will not load without clearing cache/cookies each time. I'm running on Windows 11 (ARM) using Microsoft Edge. I've attached the console errors.
IFRS
dear, I want to know whether the reports meet the IFRS and whether there is work for the purpose of creating an option in IFRS lik export data. http://public.sheet.zoho.com/public/uktaxandaccounts.com/ifrs-for-sme-s-financial-statements-template zé
ZOHO creatorの選択肢の集計について
ZOHOcreatorで簡易発注アプリを作成しています。 商品は1種類のみ、週間発注で1日あたり最大1つしか注文しない想定のため、数量入力ではなく曜日選択式にしたいと思っています。 例えば月曜日と水曜日に商品が必要な場合、 ・複数選択フィールドで月曜日と水曜日を選択してもらう ・ラジオボタンやチェックボックスで月～金まで用意し、必要な曜日のみ選択してもらう など、細かいUIは何でも構わないのですが、1ユーザーが週にいくつ注文したのかを集計し、数字として出力したいです。 （月曜日と水曜日が選択されたなら【2】を出力したい）
Zoho Scheduler Glitch
I used to be able to drag and drop content items from my file folder to the zoho scheduler. that isn't working. Even when I try using the "attach" icon, the png isn't loading. I have to log off and log back in between each post I'm scheduling and it is
Community Digest - junio de 2023
Community Digest de junio de 2023, por Alejandro Mora ¡Hola a todos! Una vez más, como todos los años cerramos el primer mes de una de las épocas favoritas de mucha gente, el verano. Que verano sea sinónimo de vacaciones y relax no ha aplicado para nuestra
Convert Sales Order to Invoice in custom function (code)
Hi.. I have tried to run this code Unfortunately it didn't work I am trying to convert a sales order into an invoice on the same date as the sales order This is done when updating a specific field of the sales order respMap = zoho.books.getRecordById("Sales_Orders",
Mail merge will not work
Good afternoon, Whne attempting a mail merge from our lead within the CRM the page loads as it its going to run the merge but MIcrosoft Word never opens. Is the problem with the website today/ Regards
Zoho expense no longer auto categorize invoices
Hi, For the last couple of months none of the transactions I autoscan are auto categorized. These are from the same merchants I use all the time. Every single transaction I have to manually edit and supply a category. Thanks for any help.
Canvas - add number of elements in a bullet
In the left panel of a contact in CRM, there the "associate list" (name could be different in english) with a number in a bullet which represent the number of element in it. In my screenshot, we can see most are empty except "dossier repreneur". Great
Error calling macro module from Workbook_NewSheet
For several years I've used a sheet that calls a macro in a macro module from the ThisWorkbook module under Spreadsheet objects. Earlier this week I adjusted an unrelated part of the macro module, and the call from the ThisWorkbook module stopped working.
Automating Process for Customer Purchase Orders
Hello I have a large client that emails multiple purchase orders per day as PDF attachments. Every attachment uses the same PDF template. But each order is drop shipped to a different location. Is there a way that I can upload the purchase order PDF from
What's New—June 2023
Hello everyone, We spent June working on a couple of under-the-hood improvements to make your event planning experience smoother. Here are the latest updates from Backstage. Export the list of attendees who bookmarked a particular session. Access this
What is the erecno?
Someone knows what means erecno? This term appears in various examples of code on help center. Stela Wacunzo.
Zohomail shared mailboxes
How do shared mailboxes work in Mail? Can we migrate shared mailboxes from GoDaddy?
Sending Info to Custom Module Using Function
Hi, I have set up a custom module called "Entities" in Zoho CRM. Each Entity record can be linked to several Product Records. I want to write a function which will sum the "Amount" fields from every Product record associated with the Entity and then update
Date Time Format setting according to region wise
Hi i am facing issue of date time format setting in zoho sheet. By default there is american date time setting how can i change my regional setting
Sharing and an removing a user from a shared secret using the API
Hi We need to do some automation so that we can share secrets with users and also remove users from already shared secret. Looking at the documentation I find very confusing on how to do it. First, the request example in the documentation has a lot of
CRM 'Created Time'
Hi, Am I going crazy. On certain modules such as Quotes, Sales Orders, etc there used by a specific field called 'Created Time'. I used to see this on the layout. Now I cannot see the field on layout, but it is displayed as small text beneath 'Created
Power of Automation:: Streamlining Task Status Synchronisation with Custom Functions in Zoho Project
Hello Everyone! I wanted to share a custom function that we recently implemented to address a specific customer requirement. The customer needed a way to automatically update the status of one task based on the status of another task. After some experimentation,
Partner's Current Account
Hello, I am handling bookkeeping for a partnership company. How shall I do the opening balance for a new financial year for Partner's Current Account? This is a sample from the 2019 audit report (added the amount in the opening balance during migration)
Event invitation response emails
A co-worker created a test event in his calendar (on a non-Zoho system) and sent me an invitation by email. I accepted the invitation in my email client (Thunderbird) and it properly added it to my Zoho calendar. However, he never got a response, indicating that I had accepted it. We run our own mail server so I was able to check and see that there was no incoming mail from zoho(anything).com to him, nor was there one sent from my email address. This is kind of important, letting people using
How to get zoho inventory Sales Order sale channel Store Name?
I need to get the Store Name from inventory under Sales Order API. how is possible?
Zoho Goals : "unknown" identified visitors
Hello. I identify website visitors coming from Active Campaign by adding the SalesIQ URL parameter in the emails links. It then creates a new lead in Zoho CRM. - in Zoho SalesIQ / CRM : I can see the identified visitors, and also their page visits in the CRM module - in Zoho MH : When an identified visitor hits a goal, the goal is registered, but the visitor is reported as "unknown" (although the visitor appears as identified in the Zoho MH leads list witch is in sync with Zoho CRM) Can you help
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