Discount application on tax inclusive items
Hi, I am trying to give discount on 'tax inclusive items' at line_item level and I want to show discount amount instead of discount percentage on my invoice. The issue i am facing is described below Item A rate(tax inclusive) = 500 Rs. Discount % = 10 % Discount Amount = 50 Rs. GST on Item A = 18% Case 1: Item total when Discount % is applied, Item total = 500 - (10% of 500) = 450 Case 2: Item total when Discount Amount is applied, Item total = 500 - 50 = 450(Desired value) However the actual item
ZoHo CRM for email on a shared mailbox
Hello ZoHo CRM hive mind, We are just beginning to use ZoHo CRM and have added the ZoHo CRM for email onto our Outlook accounts. When we connect as ourselves, the add-in is available, but on a shares mailbox it disappears. Does anyone know if this add-in
Automatic deleting once messages are downloaded into microsoft outlook
How do I automatically delete messages on my zoho account once I have downloaded them into my Microsoft Outlook?
{"code":57,"message":"You are not authorized to perform this operation"}
In my trial version of Zoho account, I am trying to integrate Zoho CRM Contact Module with Zoho books but when i call API it gives such type of error {"code":57,"message":"You are not authorized to perform this operation"}. I am using refreshed token
Verify email for FROM caluse in Deluge script
Hi! I'm trying to use the SendEmail function with Deluge Script in a Custom Function. I want to put a custom email address in the FROM clause. I've read that it has to be verified but I can't find the way in Zoho Books. We are already using the email
Item Search bar in Sales Order and Invoices does not search incomplete names or words
While creating Sales Order or Invoices in Books, we have to put in the exact item name to select from the dropdown. This is a big disadvantage. The search option bar should be just how it is in items module; one can type in any word from the item name
Zoho Flow and Bigin connection
Interested in hoping to set up this flow. Zoho Bigin: > Deal has been won > Project is created in Zoho Projects, with the title of the company of the deal > Each product is made into individuals tasks under that project
Multiple invoices on one packing slip
We consolidate multiple orders/invoices on one large freight shipment. Is there a way to generate packing slips by selecting invoices to go on the pack slip? Similar to receiving payment where you are presented with open invoices and you select each one
Packing / shipping
Can you Zoho guys please tell me where I can obtain the details included in a partial package (what line items are in that package) as I'm having problems using the api to pack the rest of partially packed sales orders ! We use our own packing shipping
Client Users can see posts in Feed from other Projects
Hello, I have been made aware of a recent issue where my Client Users are able to see posts on the Feed tab from Projects they have no access too. We use Zoho Projects for many Customer facing projects across our customer base and add Client users specifically
ZOHO BOOKS Portal user not able to see the company logo inside the stimate
Hello Team, Problem Statment:- i have a Customer portal for the zoho books but portal user are not able to see the company logo on their Estimates. Thanks & Regards Piyush Goyal
Removal of Unsplash integration—Zoho Campaigns
Hello everyone, We're writing to inform you that Zoho Campaigns is discontinuing the Unsplash integration on March 31, 2023. Read on for more information. What do I need to do? No action is required from users. As of March 31, 2023 the Unsplash option
Can I change a group calendar owner?
Hi. I have a few group calendars with owners that are past employees. Is there a way of re-assigning an owner for these calendars? I'm not seeing anything obvious. Thanks Shane.
More Info on Journal Entries when Matching Transaction
Issue: When attempting to match a bank feed to a transaction that was entered as a Manual Journal in Books, there is not enough information given in the dialog box, even when provided on the transaction. Example: The Journal entry has a Contact associated
Email Notification's going to spam folder
Hi there, We are having an issue where email notifications triggered by workflows are being caught in spam. These emails are going to people in our company but who are not users in zoho so are added through 'additional users'. The from address is set
Zoho CRM and Google Maps
Just wondering if there's any integration here. Trying to figure out if I can utilize Google maps with addresses for contacts, customers, etc within Z CRM? Earl Rudolfo SMBOnline 360�
Unable to filter by pipeline in Zoho Analytics
Hi there, I want to create a report that shows the expected revenue per pipeline but there is no option to do it in Analytics.
Extracting to file removes filters
Everytime i want to extract data board which i have filtered to send someone. The pdf automatically removes all filters. Please help
Grid lines for widget reshaping and placement
hi can you give grid lines in backround of in dashboard when we input widget line speedometer its size remains same for all speedometer grid line will help to keep all widgets in same size.
How do I round up a number to the nearest 1000 or round down to the nearest 1,000?
For example: Round up the number 133,768 to 134,000 (nearest 1000) Round down the number 133,768 to 133,000 (nearest 1000) Thanks
Linking a referral and referralee records together in any form (Lead, Account or Contacts)
I have a client that gives me referrals to other businesses. I need to. 1. Look at the client record that provides me with the lead and see a list of referrals I have received from them 2. Ability to click on that list and go to the refurred lead
Migrating from Workspace to Office will the IMAP email
Hello all, Currently migrating from Workspace to Office, wondering if the emails that are synced in the CRM through IMAP will stay there ? Has anyone experienced this ? Thanks!
Training / Tutorials
Is there any free training for CRM and Books available?
Method to disable auto-login? (or work better with captcha verification)
Some sites I store passwords for require captcha verification. Is there a way that vault can navigate to the site for me and fill the user name and password but not try and submit it so i can verify with captcha and then complete the login? Thanks
【Zoho CRM】直近のアップデートまとめ＋新バージョンのメール構文解析に関して
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 ━━━━━━━━━━━━━━━━━━━━━━━━━━ 直近では以下3つのアップデートが行われました。今回はこの中からメール構文解析に関するアップデートをピックアップし、詳細を見ていきます。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●【Zoho
Zoho TeamInbox: not able to send e-mails
Hi. I' am getting the attached error while trying to send e-mails from Zoho TeamInbox. What could I do to solve this problem?
Unable to get records with refresh token
Hi all, I'm using the REST APIs to generate the refresh-token (which I'm getting back successfully). However, with the access token obtained in the response, no other all are going through. I'm constantly getting the same error message as below. I don't
How to customize HTML email templates that impresses your audience: Part 3
Crafting Remarkable Email Templates In the first two parts of the series, we learnt to make text based edits, use variables, add logos and a lot more. Here are the links to the first and the second parts of the series if you've missed it. We did not exploit
Le système de téléphonie dans Zoho One
Bonjour à tous, Dans cet article nous allons voir comment le système de téléphonie intégré dans Zoho One peut maintenir la productivité de votre équipe. L'intérêt d'un système téléphonique coule de source : il donne à vos clients le moyen le plus rapide
Important emails are going to spam
Hello: We noticed today that some very important emails are being placed in the spam folder. To make it worse, the search function doesn't seem to include the spam folder. How can we change our spam filters?
How to record Security deposits received from the customers ?
Hi We are a rental company that collects a security deposit from our customers and refunds back when they exit. Earlier we were using retainer payments to easily record and refund or use against invoices when needed. But now I need t a professional plan
Ticket Ageing Report & Dashboard
Dear Team, I am trying to create a Summary report and I want Ticket AGE to be present in drop down. With this Report i'll be able to create a Component in My Dashboard which will have Ticket Owner Name in X Axis and Ageing in the Y Axis with Count showing
Can you lock due date until after ticket creation?
Hi Support, Currently testing an updated & automated build of our ticketing system on a test department. So far everything we require to streamline workflow has been possible but there is one small thing that has been annoying us. After we have created
Inventory Calculated formuls
hi there , I am trying to make a custom field/function to calulate total amount of packs based of a custom field set as a text box and data is already there. so when I make a sales order/invoice etc if I need a function to divide quantity by the "pack
Update purchase rate
Hi There, We run a consignment business and use Zoho Inventory to manage all our stock. We would like to set a custom function to automatically update the purchase rate of a product depending on the Vendor Comission rate which is a custom field we have
Recruit - Workflow Trigger historical activity?
Hello, I created a workflow today that would send a reminder email to applications to complete their screening portion of the application. The workflow rules are for the -application module -those that are still APPLIED -2 Days after their Created At
Tip of the week 67- 5 tips to make your preheader effective
Preheders are often caught between the subject line and content of an email. The importance of this section is often limited to providing details to the subject line and summary of the content. A detailed look will say otherwise. For an email marketer, a preheader is often a decider on the grounds of relevance, clarity, curiosity to name a few. Here are five ways to help you create preheaders that can connect well with your email recipients: Make use of characters Preheaders are mostly limited to
Embedding Images
Hi, Is it possible to embed images in the email campaign so that the subscriber who receives the email doesn't have to press the "Display Images" button when opening the email. Let me know if this is possible ASAP. Regards, Shoaib Hussain
Can I view my Instagram page layout after I schedule posts?
As I schedule posts for my IG page, I need to see how the whole page will look. How can I view the page as it would appear on IG?
how do I create a view in tasks "My & My Team Open Tasks"
Hi, I want to have a custom view which shows both my open tasks and my teams open tasks in one list. If you see attached I need to enter the name of the agent or team - but how do I do it for "myself" or "my teams"? Thanks
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