THEME
Hello, How do i change THEME to fully DARK. all in black background colour also how should i add more colours in theme. as of now only 4colours are available.
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I am trying to develop a subform that loads Account Data from the CRM into the subform line. The issue I am encountering is that records not visible to other users inside the CRM are viewable in the Integration Field. Example: userA cannot view Records
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Hi team, I'm trying to upload a set of leads into Zoho but the system keeps on giving me the below error. Note that I have already changed the format and all columns and rows have data. Some of the fields you have selected do not have correctly chosen
Why messenger-first approach will transform your customer engagement and improve trust
Many competent businesses fail to thrive because of poor customer engagement strategies. They have an innovative team, excellent products, and services to offer. But without engaging with their customers, it gets difficult to know what the customers want;
Ability To Transfer Credits Between Branches
Hello, right now I have customers, who we owe credits under branch A, and suppliers, who are holding credits for us under branch C. I can't transfer the customers credit to a transaction made at a branch B, and I can't transfer credit owed to us by supplier
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Hello! I have this problem with Formulas in my forms. They take values of different and calculate them but as the user changes values of those field and logic kicks in (hiding and unhiding different fields), formula doesn't update. I hear there's an Auto
Posting on Linkedin
Hello all, I am investigating the possibilities of posting from MH directly on Social media. We have a company page on Facebook and we can directly post on this page from MH. For LinkedIn I expect the same, my post should be shown on my company. This does not work and the reply from one of the Zoho employees is: Thank you for contacting Zoho MarketingHub. Kindly note that there is no provision to post on the Page from LinkedIn. When you do a post campaign, it will be posted in your Wall. Hope this
This domain is already associated with this account
Hello Zoho, Can you reset my domain coz may domain www.inovasi.cc * This domain is already associated with this account "r*****i@i*****". i cant add my website inovasi.cc because already added.
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Essentially I am trying to change the deal blueprint stage whenever the associated estimate for the deal is changed to accepted. I got this setup in Flow but responded with 'Stage cannot be updated as it is in blueprint'. Does anyone have any ideas on
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Hello, Sync stock qty of 2 items - in the motor industry you might have a part that fits 2 different vehicles but the name of the item is important to the customer. For example a Hyundai D4BH cylinder head and a Mitsubishi 4D56T cylinder head are the
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Hello, There is one thing that annoys me in life and it is stupidity. I have spent days configuring zoho bookings, transferring everything from a system to an other, to finally see that it is lacking basic common tools. First, to all the geek programmers,
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Hi, I'm looking to answer some predefined answer to a ticket, send the reply out and change the ticket status. What I found so far is you can send an "Alert" from a template, but this is not really a reply (it will send an email with a predefined subject
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Greetings, everyone. My company is growing and now I am at space where I absolutely need to have a bit of automation introduced on the client side. My needs for management is basically Client --> Client Project --> Tasks. I somewhat achieve this by creating a client under Projects and creating Tasks as individual projects (if there's a better way, by all means let me know!), but now I am somewhat at a lost. When a task is marked completed, I would like the ability to have an automatically e-mail
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I have all my employees using an American Express Card(not corporate, just small business). Very little reimbursement is happening but I still want them using expense so that we can track category spend and receipt capture more easily, not to mention easy reconciliation in books. However, every time they submit an expense there are so many paid through accounts, petty cash, all the cards we use at the company, other bank accounts, etc.. Is there a way to only show them the amex account and make
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The Knowledgebase says that I can add a task status to a project via email. But it does not give any instructions regarding syntax, how to format the subject line, etc. There are several other "to add a xxx" items in the article that do include all the
Paid through accounts
"Other Current Liability" type accounts are not available in Expense at Setting>>Customization>>Modules>>Paid throught accounts. I understand that they should show up here and I want to use one but cannot. Suggestions?
Export planned for the dataset to Zoho Analytics failed.
Hello, Despite the corrections made to the currencies as indicated in the messages. I still get the same error messages. Can you guide me to solve these bugs? So far, I still don't have a good experience with dataPrep which is a very good tool. Too many
How do I post to youtube shorts?
It doesn't show an option to select youtube shorts so how do I make sure my video uploads to youtube shorts and not standard youtube?
Zoho Analytics integration with new Google Analytics 4
Hi, We recently migrated our website to a new ecommerce platform and started using the new Google Analytics 4 service (the new ID is G-xxx instead of UA-xxx). When we tried to add the data source of Google Analytics, it is only displaying our old UA-xxx
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Hi, I am not getting approval process on my Development Portal. Is it a problem with Creator Version or something else. Please help. Thanks, Milind Manohar
Removing time from a date fields
I need to remove the time from these date fields. It is in the pivot table (please see attachments) Thanks in advance. Annette
Kaizen #72 - Portal #APIs [Part I]
Welcome back to another week of Kaizen everyone! This week, we will be discussing the Portals API in Zoho CRM. What are Portals in Zoho CRM? Portals in Zoho CRM allow businesses to extend access to their CRM to external stakeholders, such as customers,
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For my business, I have email folders set up for each project and sort them accordingly when an email comes in. Today, I had a few emails in my inbox for 1 project so I dragged the emails into the appropriate folder. 10 seconds later, I click into the
Stripe自体の決済をZoho CRM, Desk等と連携できますか？
Zoho Invoice, Subscriptionがありますが大きな弱点として下記への未対応があります。 ログイン不要なカスタマーポータルURLの発行 口座振替による定期決済の利用 お客様の中には口座振替を希望される方もいるので、そうなるとZoho上の決済管理とStripe上の決済管理の2つが必要で、カードはZoho経由のStripe、口座振替はStripeと管理手間が増えてしまいます。 もし決済にそのままStripeを利用して、決済情報をCRMやDeskと連携する事ができれば助かるのですがZoho
'Resource booking feature' is available with which paid plans?
Hi calendar experts, may i know what is the paid plan to subscribe to have this resource booking feature? https://www.zoho.com/calendar/help/booking-criteria.html best regards, espen
Manual Journal for Expenses with Input VAT
I have some expenses where I have paid VAT. This VAT is our input VAT and we have to claim this VAT in our VAT file return. Now Please inform me how I post this expenses manual journal entry with input VAT. Example: I buy petrol full month for vehicles
Need to edit message field in zoho salesiq contact form but didn't get it under it
No tabs or field is there to change or edit the placeholder of message filed, is there any ways to make it change.
Spotlight 36: Custom sections for your microsite
An easy way to add more elements or information to your event microsite is to use custom sections. Custom sections provide you with a space to plug in, embed, or replace existing content all the while staying in line with your selected design or theme
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Warum können wir den "Zoho Backstage" Hinweis nicht aus dem Footer nehmen? Bisher haben wir alle Events geklont und die Sprachtabelle importiert, das Zoho Backstage Logo erscheint nicht. Nun haben wir ein neues Events angelegt, ohne eine Kopie zu machen,
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Hello everyone! We hope your 2023 had an amazing start! As excited as we are for the opportunities and challenges that await us this year, we wanted to properly bid farewell to 2022. Our team at Zoho Invoice has been keeping busy this past year with constant
Custom Button to create a new module entry for the same account
HI, from the Deals module i'm trying to create a new module entry into a custom module called "production" This would have the same account and contact details as the deal while also linking back to the deal. I have been referring to them as jobs, and
Zoho Project and Books Integration Invoice Error
Hello, Please any help on this would be appreciated. I am trying to create an invoice on a project on Zoho Books but I keep getting an error that "You cannot create an invoice as there is no timesheet associated with this project". Please what might be
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Hello, My Zoho Projects is integrated with Zoho Books, and I want to trigger a custom function/automation whenever an invoice is created that's associated with a project. I would think you'd be able to start this whenever an invoice is created in Projects,
How to Convert EML into PDF Directly
CubexSoft EML to PDF Converter will help you in converting multiple files of EML into PDF format in a single round. Also, it will not damage the originality and the data structure. It is a Windows OS-supported application that can be operable on all of
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Beste Community leden, Wij nodigen jullie graag uit voor de Community Meetup voor Zoho Desk! Op 16 februari komen we bij elkaar in Utrecht, samen met Fleetkennis en de Zoho Expert van Mobile XL. Onze experts zullen een live demo presenteren en jouw vragen
Inward carriage charges
Hi, I'd be grateful if you could give me an update on an ongoing issue you said you'd be addressing shortly, it's to do with incoming shipping charges. Some of our suppliers bill us a shipping charge for sending goods to us and Zoho Books/Inventory doesn't seem to provide a direct way of handling this. The shipping charge will vary and we often don't know what it will be until the bill turns up. For purchase orders that are manually created, we add an additional product line and charge it to a
Scopes for endpoints
Hi can i know the scope for this endpoint https://www.zohoapis.com/crm/v2/Emails?
Meetups de Español Zoho Community - febrero de 2023
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How to use button to mass/bulk update field values in picklists
Hello, I want to create a button with a function that will mass/bulk update field values in picklists. So I created this function… mp = Map(); mp.put("Name_Of_Picklist1","NEWVALUE1"); mp.put("Name_Of_Picklist2","NEWVALUE2"); update = zoho.crm.updateRecord("Contacts",contactID,mp);
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