CRM - Books / Facturacion
Hola, como hago un factura en Books con origen en una estimación creada en Zoho CRM ? De ante mano Gracias !!
Adding Appointment for Customer marks it as 'paid'
Hello, I currently have Zoho Bookings set up so that my customers can book appointments and pay now or later with the paypal integration. This is great because I can keep track of what has and hasn't been paid for by the customer. I would like to sometimes
Tip #23: Sobre la Vista de Kanban en Zoho CRM
Tips and tricks #23, adaptado de Aishwarya EK ¡Hola usuarios! Una semana más presentamos un nuevo consejo para Zoho CRM, con el objetivo de que podáis aprender cómo usar mejor el software, de acuerdo a vuestras necesidades. Para ver los anteriores, haz clic aquí, y para no perderte ninguno, no olvides seguir a Español Zoho Community. Tip #23: Sobre la Vista de Kanban en Zoho CRM. La cantidad de registros que una empresa puede llegar a tener en su CRM puede ser abrumadora. Por ejemplo, si estás en
The best way to migrate data to Zoho CRM and link them all together?
Hello, I am about to migrate date from a CSV file to Zoho CRM. The CSV file contains several data: Contacts: This should go into the regular "Contacts" module Companies: This should go into the regular "Accounts" module Subscriptions: This should go into
Creation de site wix formulaire mot de passe zoho
Bonjour à tous, Je crée actuellement un site via wix et je rencontre un probleme pour creer un formulaire d'inscription via zoho form afin qu il soit visible sous wix. 1 - Impossible pour moi de creer un champ mot de passe afin que l'utilisateur puisse
Leads were sent but are not in ZOHO CRM
We sent emails but they didn't reach Zoho CRM. Changed password from account recently, API key changed as well. We are in need of those leads. They are vital for us because we lost a lot of money on advertisement.
What is the framework the Zoho CRM built on?
Hi, I would like to understand the technology stack and the framework that Zoho CRM is built on? Thanks in advance!
Zoho Bookings integration with Google Meet guide
Zoho Bookings Zoho Bookings, at its core, is an online tool your clients can use to book appointments with you. Any service, such as a salon or clinic, requires a mutually agreed upon time with a client. Clients will be able to access this information
Possible to add a custom currency?
I need to add a variety of currencies to Books that aren't listed when trying to add a new currency in the Currency settings. How can I add additional custom currencies? I'm okay with the need to enter exchange rates myself whenever needed. This is specifically
Zoho Payroll: Product Updates For India & US - April 2023
As the energy of a new financial year continues to surge through India, we're thrilled to keep the momentum going by sharing the latest updates with you this month. This time, we have expanded our focus to cater to the needs of our users in both the US
Add a client field in the Assessment tool
I would like the ability to add a client to the Assessment tool so I can build different assessments for different clients and being able to filter them. This is through the Staffing Edition.
Can we enhance news website by using zoho ?
I have just created a website tvblaze a month ago how can we promote website using zoho platform.
Woodpecker won't connect to Zohomail
Hello, I'm having an issue trying to connect woodpecker to zohomail. I have enabled IMAP/SMTP settings. Configured it and for some reason it still doesn't connect. How do I fix this ?
Parts - Order Statuses & Tracking
We have been using FSM for the past week. I see that it's missing a VERY important area when dealing with On-Site installations\Service. Part Tracking & even statuses. Most of the times we need to order equipment for the workorder. Based on when the equipment
Erro Razão 553
Bom dia; Estou com Erro 553 e não consigo enviar nenhum email, como proceder? Desde já, agradeço!
Monthly Release Round-up - April 2023
Hello everyone, We are happy to share a quick overview of the features and enhancements we released last month. Option to make default comment type public Until now the default comment to a ticket was always set as private, which allowed only the agents
Error 550 No Such User Here Sender verify failed
Hello , my domain and zoho were working just fine, but i have this issue with one sender email that im trying to send an email, how can i solve this issue? This message was created automatically by mail delivery software. A message that you sent could
Customer Statements
Hi, Is there a way to exclude paid invoices from the customer statements?
I forgot the email that is associated with my domain
good day I have a domain (nodigcontracting.com) I forgot what admin mail is associated with it Kindly help
Embed code for inserting Youtube doesn't do anything
Hi there, I am using the Zoho Mail app. I would like to insert a Youtube video at the end of some of my emails. I have tried the insert html button and pasted the embed code (not the url) from Youtube, but nothing happens - the cursor just keeps on flashing at me. Is there a way to embed videos into Zoho Mail? Thanks, Daniel
'Convert' Button
I have set up a number of leads and would like to be able to turn these into contacts and/or accounts. When I follow the instructions here https://help.zoho.com/portal/en/kb/crm/sales-force-automation/leads/articles/convert-leads#Creation_of_contacts_and_accounts_upon_lead_conversion
What's New in Zoho Books - February 2023
Hello users, We're back with a new set of updates and enhancements to meet your accounting needs. Let's take a look at what's new in Zoho Books this month. Auto-Categorize Transactions Using Transaction Rules We introduced Categorized Transactions for
What's New in Zoho Expense: April 2023
Hello customers, We're thrilled to bring you the latest scoop on what's new with Zoho Expense this month. We have worked on a slew of exciting features and updates to make expense management even more powerful and user friendly. So, let's get started
Using "NOT IN" in WHERE clause
I'm trying to exclude records from a query by using a "NOT IN" clause, but it's not giving me what I want. I even tried "NOT LIKE" I need to exclude the string 'Dev or internal testing' from a column with a mixture of blank cells, but when I run the query
error code 57 - when trying to use api to buy addon
Creating a way for people to buy addons through an embeded app and the post request is returning permission error, however according to the api documentation I have the required permissions. Scope: {"scope":["ZohoCRM.modules.ALL","ZohoSubscriptions.plans.READ","ZohoSubscriptions.products.READ","ZohoSubscriptions.addons.READ","ZohoSubscriptions.hostedpages.READ","ZohoSubscriptions.subscriptions.READ","ZohoSubscriptions.subscriptions.CREATE"],
Custom button in list view - how to get selected rows in custom function?
I want to create a custom button in the contact list view. The user will be select one or more contacts and take action through custom button. I would like to know how to get selected rows in the custom function associated with the the button.
Zoho and FreePBX integration with CRM Link commercial module
Hi Zoho Team, We have recently purchased the FreePBX CRM Link module for Zoho running Asterisk 13. API is connected and user are been synced but call are not working. We have followed this guide: https://wiki.freepbx.org/display/FPG/Setup+for+ZohoCRM,
Import date into leads
Good morning, I am currently evaluating Zoho CRM. I have a custom field in my Leads module. The field is for a date. Trying to import data into this field from a csv file has been very troublesome. I have tried all the formats that have been documented. I should be able to import a date (ie: 01/01/2017) but the only format that as worked is when I manually added a time value to the field data (ie: 01/01/2017 00:00:00). This is very frustrating. I should not have to alter my date data in such a manner
Hoop jullie te zien bij de Zoho CRM Plus Community Meetup! ZUG Benelux op 14 Juni
Beste Community leden, Wij nodigen jullie graag uit voor de Community Meetup van Zoho CRM Plus op 14 Juni in Utrecht! Naast dat wij vanuit Grey Rhino IT Solutions ervaringen delen, zijn we benieuwd naar jullie verhaal: Hoe zijn jullie gestart ? Waar lopen
Can CRM portal users change the Deal stage (or any other field associated with a blueprint)?
Hi, My company is hoping to use a CRM portal to give our sales partners (i.e. people from outside my company) access to Leads and Deals so that they can carry out negotiations to sell my company's product. When our sales partners use the portal to access
my notes are coming up blank when I open
How do I fix this issue. I am unable to see any info on the note once I click on it to open. I even tried printing and it's completely blank. When I just open that particular notebook, I can see some of the info showing partially and then it disappears
コミュニティダイジェスト 2023年4月
こんにちは。Zoho コミュニティチームです。 毎月、前月に行われたフォーラム上での議論やZoho からの製品アップデート情報やイベントと情報をまとめた「コミュニティダイジェスト」を投稿しています。 4月の活動は以下のとおりです。 ディスカッション [ Zoho Analytics ] Zoho Analytics の「年と月」形式を英語表記→数字に変更！ 松尾さん、知見共有をいただき大変ありがとうございます。 西尾さん、コメントをいただきありがとうございます。 複合グラフでの2軸のグラフ作成または別手段の表現方法について
How to keep track on cancelled meetings.
Hello. Our organization books meetings. Sometimes the lead never doesn’t come on the first meeting booked. We would like to keep track on all of our cancelled/unattended meetings. Any thoughts ?
Email action based automation in Zoho CRM
Currently, in Zoho CRM there is no such option to create an Email action-based automation. For example, through the workflow function, we can auto-send pre-defined email templates to leads, contacts, and deals but what about if we want to take the automation
Get ContactID when a Contact is updated
I'm using this code from a previous question to update a field in a Contact whenever a Contact receives an email: //access the emails field from the Contact emailInfo = zoho.crm.getRelatedRecords("Emails", "Contacts", --yourcontactID--); //create a list
Report to Show Items billed but not yet received and Items Sold but not yet shipped?
Dear All- Is their a report that can show what we have purchased and been billed for but not received? As what has been sold on a Sales Order, but not yet shipped?
[API] Uploading file via API to existing record by ID
Hello, I'm trying to uploasd a PDF to an existing record using its ID via API as written in the instructions (https://www.zoho.com/creator/help/api/v2/upload-file.html ). I succefuly created records on the form in my app. Then I took the record ID from
Zoho Mail Disable Hardware Acceleration
How can I disable Hardware Acceleration in Zoho Mail - Desktop for Windows?
How To Update a custom field on an invoice
Hello Zoho, For integration with a payment provided I need to pass an amount in cents without currency. To accomplish this I have done the following steps. 1. Create a new custom field "totalcents" under Preferences >> Invoices >> Custom Field with default
Introducing the #Kenya edition of Zoho Inventory
Hey everyone, Hope you are all safe and well. On behalf of Zoho, I am happy to introduce a brand new #VAT compliant edition of Zoho Inventory for businesses in Kenya. This edition will have its own tailor-made tax module, integrations, and Kenya-specific
Next Page