payment received and supplier bill payment migration from quickbook to zohobook
Dear sir , Can anyone please tell the complete process(tips & tricks too if any) of migration payment received and supplier bill payment(specially these 2 reports only) from QuickBooks to zohobook. as there is no report in QuickBooks (as per my research)
Fetch and Fill from Lookup
All I have found are 11 year old answers to this.. I have a 2 forms (Locations and Load). When entering a new Load form I want to Lookup a Location Name. When that Location Name is selected in the Lookup I would like it to also auto populate other fields
[Blog] Driving Insights & Decision Making with Augmented Analytics
In today’s highly competitive market, the case for augmented analytics arises from the need to obtain business intelligence in real time. From an operational point of view, it enables automation of manual workflows that were highly tedious and error-prone.
Email not showing in module and not syncing/showing emails in contact page.
1. There is not option to click on email in the modules on top and view my inbox. 2. emails being sent to the contacts in gmail is not showing in the contact page email section.
OpenUrl with new window
When I run OpenUrl with "new window" option for a record in a report (https://app.zohocreator.com.au/user/appname/#Form:Extrusion?recLinkID=1234567890&viewLinkName=Extrusion_Report), it opens in a new tab which is fine. When I again run this script step for another record, it replaces previous record's window. If there are 10 records in a report and I want to open 10 new tabs. Is there a way to open new tab instead of replacing the previous tab? PS: I tried with a generic url like www.google.com.
Email Merge adding all contacts to one letter?
hi We are using Accounts list to create a filtered list to mail merge and send contacts a email. Using sub-form in merge tool for contacts Full name. This account has two contacts??? I want it to produce separate letters. Private & Confidential Mr. Richard
Unable to send email.
Hi Zoho Teaminbox was working without any issue yesterday but when we try to send a email today we get the following error: Error while processing the request! javax.mail.AuthenticationFailedException: 535 5.7.139 Authentication unsuccessful, the user
Job Opening & Draft
Hello, It would be good to have the draft feature and option in the job opening section when posting a job opening. This way, Recruiter can save the job requisition as draft and continue with it on a later date/time. Regards, Snyder
Enhancing the Information Displayed for Contacts within Accounts
I would like to change what Information is listed in the columns below. When I view an Account and scroll down to view the multiple contacts at that Account, the below view is what I can see. If I want to see more information, such as the person's Title
Zoho CRM php SDK error
Hello, I've been getting this error with the zohocrm/php-sdk and i'm not sure how to resolve it. PHP Fatal error: Type of zcrmsdk\oauth\exception\ZohoOAuthException::$file must be string (as in class Exception) in ... ^ How would I resolve this error?
Lead Conversion - Make Company Mandatory
I do not want to have Company as a mandatory field in Leads as in our business we do not always have the company name when we get a new lead. BUT I do want company to be mandatory on conversion to contact. Does anyone know a work around for this?
problem with the price lists and quantity decimal
Hello, we have a problem with the price lists! The problem is that we have quantities with decimals (5.45 km, 3.61 m). But price lists do not support commas between quantities. Ex: from 1 to 3 = 20€ / from 4 to 6 = 18€ / from 7 to 10 = 15€ the problem
Can't Get "For Each" action to work through my list of Project milestones
I have created a function in the CRM that will update project details and all the milestones and tasks associated with that project when a particular trigger is actioned. I am trying to work through a list of milestones associated with a particular project
Scatter vs Bubble Visualisation (Text Labels)
Hi everyone Is there a way to add text labels to bubble plots? It seems there is a character limitation on bubble plots, but not so on scatter plots? I'm trying to create a bubble plot graph that uses the size function but still allows me add the text
[Webinar] Hidden gems in Zoho Writer that enhance your productivity
Hi, We're excited to announce Writer's upcoming webinar for February month: Hidden gems that enhance your productivity. Learn about the various tools that can accelerate your content creation and review process in Writer by joining this webinar. This
Inventory Doesn't Match Up to Physical Stock
I noticed this issue several times where my inventory doesn't actually match up to the physical stock we're supposed to have In the Fifo Cost Lot Tracking repot - For a specific SKU item in the report it shows for a specific invoice I sold 88 units of
【Zoho CRM】複数のスコアリングルール機能に関するアップデート
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 ━━━━━━━━━━━━━━━━━━━━━━━━━━ 昨年に複数のスコアリングルール機能が導入されて以来、見込み客、取引先、連絡先、商談、カスタムタブで、複数のスコアリングルールをレイアウトに追加できるようになりました。これにより、見込み客や顧客の行動、インタラクションなどの特徴に基づいて、データをランク付けすることができます。
Deluge Function to create a custom module is only working sporadically...
Hi I hope someone can help we have a Deluge function to create a custom module record when a Deal is created. recently this has only been working sporadically. I've also tried to recreate the function as a button to allow me to "manually" create the record
I want search which sales order line have specific product ?
Hi all, I want search which sales order line have specific product ? How can I do that via deluge?
Company Details
Hi, I tried to set up my portal but I was asked to complete my company verification process to gain access to the Portal and its features. However, a pop up shows "Your company particulars don't match. Please verify." Please refer to the attached image.
Zoho PHP SDK issues after updating environment to PHP 8.2 - dynamic properties depreciated
In addition to "zcrmsdk\crm\exception\ZCRMException::$file must be string (as in class Exception)" addressed here: https://help.zoho.com/portal/en/community/topic/type-of-zcrmsdk-crm-exception-zcrmexception-file-must-be-string-as-in-class-exception There
open new message in default email client
Hi, We often have to send mails to participants of courses, that are unique. Therefore we need to be able to open a new message in the default mail client of the pc and have the selected emails inserted. Presently we do this by having a custom action in the report, that creates a comma separated list with the selected emails. This list is then passed to a Page where it is formatted as mailto link: htmlpage Mailadressen(emails) <%{%> <a href='mailto:<%=emails%>'>Hier klicken um Mail zu erstellen</a><%}%>
Not possible to mass deploy. App gets installed to appdata folder rather than program files. Is this a bug?
We have a problem deploying the ZohoWorkDrive.msi installation file for our windows users. It seems the app installs to the folder: c:\Users\username\AppData\Roaming\ZohoWorkDrive and then places a shortcut to this path on the desktop for all users. So if we give say "Jane" admin rights to install it, then "Billy" logs in the shortcut on the desktop wont work as Billy has no access to Janes profile. 1. Why does it not install to C:\program files\ZohoWorkDrive rather than c:\Users\username\AppData\Roaming\ZohoWorkDrive?
Can't move a Contact to a different Customer
I have a Client/Customer that has two Contacts. One of the Contacts has changed jobs and moved to a different Company. That Company is also a Client/Customer in my account. It seems that there is no way to move a Contact from one Client/Customer to another.
Zoho Projects Resource Allocation & Sick Leave
Hi there, I've assigned a task to a user, putting in a start date of Wed 1st Feb to the Wed 8th Feb and assigned that user 20 hrs to do in that timeframe. The user has put in sick leave for Fri 3rd Feb in Zoho people (Therefore unable to do the no. of
Ability to create forum posts from ticket replies
Some users that I have as customers have sent in feedback that I wanted to post to the forums. Desk should have the feature where you can create a forum from a email or ticket reply. This way it can be shown to the rest of the community for voting and comments especially for feature requests. When creating the forum post from the ticket, it should be created under the customers name and profile Hope some other users like this feature request Looking forward to reading comments and updates
Is it possible to call a CRM standalone function from within Books?
Is it possible to call a CRM standalone function from within Books? What is the syntax?
Disable download, Save As and copy option in sheets
Hi I am a free tier user. I was just testing out Zoho sheets for my use case. I wish to move my data from Google sheets to Zoho sheets. The problem is when I share a sheet with view access only to other user who has a private email like gmail, hotmail
DKIM verification not working
Hi Team, As per the zoho article, we have adding the DKIM record and tried to verify the same but we are getting an error as " verification failed " Can you please help us in fixing this issue. Please find the screen shot below of DKIM page verification. Below is the TXT record added in the DNS
Next button start at top of next page
In Zoho Forms, when you have multiple pages, how can you have each page start at the top? Currently when you are at the bottom of a page and hit the "next" button you are transferred to the middle of the next page and have to scroll upwards to start filling
Signed forms to multiple users
Hi. We are just testing Zoho one and the sign feature is perfect for us. We would like a completed form to be sent to multiple users rather than just the owner. How do we get this too works as can't seem to find anything that works
Emails to Hotmail not being delivered
For the last 2 days, every hotmail and MSN email have not been delivered. Anyone else having this issue?
Synchronise Zoho contacts with Android phone.
Is it possible to synchronise Zoho contacts with your mobile phone, in my case a Samsung Galaxy Android device? If so, how? I'm planning on switching from Google Apps. I can not find any references in the help documents regarding this issue. I do not
How to save a webclip for offline use.
In my Food notebook I had a saved recipe from Jack Monroe's site - cookingonabootstrap.com When I clicked that saved article in the notebook it loaded the website and gave a 404 (as her site has problems) What I expected to happen was that my notebook
what is the best app for this customer facing portal
Hi long time user but i need to pick your brains. We have a new business that requires a customer portal. I need for them to be able to access the following. 1. See old orders and reorder 2. Equipment we are renting to them. 3. see as catalogue of products related to them. 4. payments made and due 5. personalised messages and offers 6. colourful reports. So my first thought was crm but then i am stuck using the built in invoicing which will upset the book keeper plus no ordering etc. Then i looked
Offline Editing and Access
I can't seem to find how saving your sheets offline works. I don't see a button for it anywhere.
Test-User within the Zoho One License
Hi, we recently subscribed Zoho One. I agreed to license Zoho for all employees. I need an account to test the functionality of Zoho, before rolling it out to the teams or departments. As we are planning to have colleagues in certain geographical regions,
Unable to add new task via API - Input Parameter Missing
I'm following the spec at http://www.zoho.com/projects/developers/tasklists-api.html#7 to Add a new task to a Project Task list - I think I have all of the required form items populated based on the provided sample,but I'm getting an error: {"code":6831,"message":"Input Parameter missing"} https://projectsapi.zoho.com/portal/{PortalName}/api/private/xml/task/add?apikey={ApiKey}&ticket={Ticket} projId=f8044dc4a76d2d98e298090ee4ab5d05b3711e3d6848763c, personresponsible=aee2293d0f655f48, listId=f8044dc4a76d2d986e2974ab7fd72a8b6755b1c1035e80e0,
Add value On Load from most recent record
I have a form that holds a Stock Count Value in a sub form against a product name. When I load the form I am populating the product names in the sub form but I want to populate a field in the new form with the Stock Count Value from the last record created.
Get and Update ZOHO Inventory Category by API
#Tips of the Day 15 - Feb - 2023 We can GET the ZOHO Inventory Category by the API inventorydata = invokeurl [ url :"https://inventory.zoho.com/api/v1/categories?organization_id=" + organizationID type :GET connection:"zohoinventory" ]; info inventorydata;
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