Recurring Retainer Invoice
We are a service company that has a maintenance program for clients that invoices them in monthly amounts equal to their estimated actual annual maintenance costs. At the end of the year we "settle up" with an additional billing or issue credit depending
ZoHo Show Video Slides not paying in presenters view
Two issues lately. We are a school and have added a number of short videos to a number of slides in a Show presentation by uploading the videos to a work drive folder, then creating an embed code then adding the embed code to the slide. We then create
Anyone else having 2-4 minutes delay for new records to be searchable in Zoho CRM?
By The Grace of G-D. Hi, Anyone else having 2-4 minutes delay for new records to be searchable in Zoho CRM? If you do, please upvote. Thank you!
External CSS. Is it possible to <link> to external CSS from a HTML View?
External CSS. Is it possible to <link> to external CSS from a HTML View?
Zoho Sign - Zoho CRM Mailmerge - Prefill by you
Hello, I'm currently exploring sending a Zoho Sign from a mail merge template in Zoho CRM. I have found this resource: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/mail-merge-templates#Folders I don't see
KB article shows horizontal scroll-bar
Hi there. I've created a KB article with 2 table in it and I see that the page displays a horizontal scroll bar making it hard to see the entire content. I've resized the table to 50% width, but there's no improvement. How can I get rid of that bar? Is
Importing data CSV or Other method
Hello, I want to import data, to my contacts module (to trigger a workflow on a field update). I have a csv available which has a contact email and a list of dates in chronological order. One email could have multiple dates. When uploaded, the dates will
ModalBox doesn't work
Hi, ModalBox call initialization stopped working. I use next code: App.instance.modal({ url: '/app/modal.html', title: "Modal box" }).then(function(modalInfo) { const modalInstance = App.instance.getWidgetInstance(modalInfo.widgetID);
Help Center KB Articles - Registered users only - clarification needed please!
Hi Zoho, I have been looking through the following articles. https://help.zoho.com/portal/en/kb/desk/for-agents/articles/organizing-your-knowledge-base-content https://help.zoho.com/portal/en/kb/desk/for-agents/articles/restricting-access-to-knowledge-base
Deleted users from DESK still showing up in interface
Hello, after deleting an agent from ZOHO DESK he still shows up as a selectable agent in drop lists. How do I fix this?
How to pass dynamic parameters directly in the publish url zoho creator.
Hello I need some help. I am publishing a page. When I publish a page it ask for parameter which I had define in Page argument. When i pass Hardcore value it show its published page preview. But When I pass parameters like input.id and so on. It shows an error in preview. Please tell me how can i pass parameters value during publishing my page.
All Emails Go to Spam
Every single email I send... on multiple zoho campaign accounts, with many domains... all go to the recipient's spam/junk folder. I always receive in gmail, this message (no matter what I say in the email) "It contains content that's typically used in spam messages. " I said this years ago, and I'll say it again... I believe that the serves that zoho uses to send are blocked. I am sad to say that unless this is fixed, we MUST LEAVE ZOHO. Every single time I mention this issue and every single time
openUrl not working
I wrote a custom function that allows a user to create a quote from a potential by checking a box on the potential record. The benefit of doing this over using the Add a Quote quick link was I could pre fill many of the Quote fields with information that was already captured in the potential. Everything works perfectly, except for one statement at the end… I would like to redirect the user to the quotes list so that they see their newly created quote - I use the openUrl function, but it doesn't
Vault extension in Edge does not time out and close vault
I have noticed that the vault extension on edge is not closing out after being 'opened' for hours. Is anyone else experiencing this?
Stop Automatic Change of Status when Interview Scheduled
We have a phone interview process. We want to be able to have two seperate statuses depending on interview type (Phone and In Person). But every time we schedule the actual interview -- the status changes to the default Scheduled Appointment Status. I
How do you add individual contributors to a file within Documents?
Some of our users need to be able to edit certain documents while others don't. Can we add individual contributors to files within the documents module of Zoho CRM? I've been trying to find how to do it, but I can't seem to find the right combination
Editing a sales Order / Invoices with Deluge Script
Hello, In Books, I have Sales Order (draft) that I need to update. Depending of some parameters, I need to update the description of each line items. I wrote a simple deluge script for test purposes first. I can read the sales order and all line items
Bulk Update Of Item Pricing In Estimates
I have recently been told by one of your support people that it's not possible to bulk update pricing in estimates after updating Item pricing. How can this be so? Please advise as to whether this is the case and if so whether this ability is scheduled
How to call one Books custom function from another Books custom function?
How to call one Books custom function from another Books custom function?
Default language for articles
Hi, Is there a way to set the default language for new articles in learn? I can't find anything in the zoho learn settings. We are a German company, but we are writing everything in English. The editor for new articles always opens with German error correction,
Use more Task Layout is the same project
In the same project there are many type of works. Each one requires different fields, status or values in a drop down menu. Having the ability to choose the Task Layout for each task would be ideal. In this way in the same project there is the ability to have different kind of tasks, each one with the proper fields. Please consider this functionality Regards, Damiano
Some UTF-8 symbols are incorrectly stored in custom module, especially emoji
This is a shared problem in creating a record in custom modules over the CRM API as well as using the built in custom related list to display the data in custom modules. (Similar to this topic by @benjamin.jentsch ) Say you have a record and want to display
Kaizen#76 - Using ZDK CRM APIs in Client Script
Welcome to another week of Kaizen! In this post, let us discuss about the ZDK CRM APIs in Client Script. Client Script provides us the flexibility to use its collection of ZDK Client APIs and ZDK CRM APIs. The ZDK CRM APIs invoke the Zoho CRM APIs. Here
Custom fields in events
Hi, I'm interested in using custom fields in Events. My use case is that we have multiple events a year (3 to 4), which are of different kinds. I like to "qualify" them by a "Kind of event" field, or by an event code. Backstage events are synchronized
change to Title case
Is there a way to change the case of a field to Title case? I found the deluge functions toLowercase and to Uppercase. But I have for example a Town or Name fields that always need to start with a capital, i.e. titlecase. If not available yet, please make it a feature request. Would be very useful. Both as a deluge function and as a field feature that will auto-correct on add or update.
Why do Tasks reopen when moving Tickets?
There are instances in which we have completed a Task within a Ticket but then we need to transfer the Ticket to another department. However, the Task re-opens automatically causing the agents to think it is still outstanding when in fact it has already
Ability for super admins to add user to any cliq channel without being a member of it
There must be some option for the super admin to add user to any cliq channel without being a member of that Cliq channel. Currently, if super admin has to add user in to any cliq channel then the admin must have to be a part of that channel otherwise
Received Customer Payment - But Some Orders on BackOrder - How can I partially ship and record unearned revenue?
Dear Zoho Community- I received payment from customers, but part of the invoice is on backorder. I still ship the items I can. I try to use the backorder function in Zoho directly in the Sales Order but then I can't create a package because the Sales
Vendor Credits - Restocking Fee COGS or Expense?
Hello, I returned a few items and the vendor/supplier credited me less a 10% restocking fee. The refund was credited to my bank account, minus the restocking fee. What is generally the most accepted way for accounting for this 10% stocking fee through
Blueprint vs Workflows
Hello, I am setting up all my automation for Zoho Recruit. Is this best done in WORKFLOWS or in BLUEPRINT. I want to trigger status changes and email automation.
Charitable Donations
I'm a web developer and offer my services to a number of charitable organizations and have always used them as a tax write-off. I'm moving my bookkeeping over to Zoho Books, but I'm not seeing how to note something like labor as a charitable donation.
Generate report on Tax Deducted
Is there an option to see the total amount of tax that has been withheld by a customer for the entire year? TDS Summary report does not show anything although all the payments have been recorded with details added to Tax Deducted as Advance Tax.
New Reports Module - zCRM - Permissions Issues
(please cc to: Muthu Ganesh - Product Manager for reports, Zoho CRM) Hello, With the new Reports Module having been enabled for our company this week, we have several users with the 'Administrator' user profile who suddenly cannot access certain reports
Attach Task Owner using Zoho Functions
I'm working on a custom function, that creates a Task and attached it to the user by id (through some custom logic) planning to use that function in the workflow But have an issue attaching newly created tasks to my user, task created but attached to
Customer spotlight: Norman Australia saves substantial time and money using Zoho Analytics
Norman manages sales and marketing in Australia, and has about 500 retailers around the country. The company uses multiple apps like CRM, financing software (Xero), Aircall, and an in-house company app. Their main objective is to categorize sales data
Announcing #BiginnersClub meetups in India, Middle East & Africa, and UK
Yes, you heard it right! #BiginnersClub meetups are back. Whether you're a long-time customer looking to learn more about Bigin, or a new customer trying to explore Bigin, our in-person meetup is definitely the right place to get a deeper understanding
How to view/add individual Item's Total Weight Coloum in Item View?
How to view/add individual Item's Total Weight Coloum in Item View?
ZOHO Bookings are not working with TWO Office 365 calenders
We use two Office365 accounts, both of which we have also created in ZOHO Bookings. Unfortunately, only one account is taken into account when it comes to booking free appointments. Looking forward to feedback. Thanks.
Zoho CRM - mail (IMAP) integration to multiple addresses?
For the Zoho CRM IMAP integration, it looks like there is a one-to-one integration between individual user accounts and the CRM. For example, say we have two users on Zoho CRM: user1@aaa.com and user2@aaa.com. But we also have contact@aaa.com and info@aaa.com.
Zoho books Integration API related queries
1. When we are doing first time sync we only wish to bring only outstanding Invoices from invoices api. Which filter should we pass in API to achieve the same? In subsequent syncs we want to get new outstanding and newly closed invoices. 2. In first time
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