Adding Percentage Fees to Invoice
Is there a way to add a percentage fee to the invoices? Such as a service fee or processing fee of 20% and 35, respectively, of the subtotal that would add to the total the same way the discount percentage subtracts?
Is it possible to add a field for Tips to the invoice?
I'm wondering if it's possible to add a field to the invoice for the customer to add on to the requested payment, like a tip for example? Thanks!
ZOHO Recruit for agency
Hi, I'm fairly new with ZOHO recruit/career website. I have created a website using ZOHO Sites, how do I integrate ZOHO career site into ZOHO sites?
"Image Choices" in Zoho Forms
I'm trying to find out what "Image Choices" does under Advanced Fields? I can't find any information on it. Can anyone assist? I don't want to upgrade unless it does what I need it to do. I want my visitors to be able to see a few images and be able to select one of them. Can this be done?
Tags to track customers
Hi there. I want to track the volume of tickets per customer (by company name). There may be multiple people who reach out, but at the end of the month, I want to see how many interactions we had with Company XYZ. Is the best method to use Tags for each
How to OpenUrl to print a report that's filtered w/ a collection variable
I want to open a filtered report in print summary mode to print a series of barcode stickers for inventory, here's what I'm doing, but it's not working: stickers = myForm[Added_User = zoho.loginuser] sort by Added_Time desc range from 1 to input.Qty;
IMAP still very slow
Hallo, We are still experiencing very slow performance on imap connections from Italy. Client is unable to keep mailboxes in sync. Also the reception of attachment is really slow (20kb/s). Thank you
How to Use units of measurement??
My company is a distribution company: Let's say we got 200 different references. We sell for example potato chips. These potato chips came in different units of measurement. * Each: 1 piece * Box: 10 pieces per box * Pallet: 10 boxes/100 pieces per pallet
Different O365 email address than zoho
The o365 email address for our zoho account is different than the o365 address we use for external booking availability. There doesn't appear to be a way to authorize a different o365 account from within booking. Am I missing something?
huawei vs. zoho app
i moved from samsung to a Huawei phone. Struggling to get my push notifications enabled. Can someone assist me please
Abonnement mit Fremdfakturierung
Wie würde man in Subscriptions vorgehen, wenn man Abo‘s erfasst, die von einem Dritten in Rechnung (Fakturiert) werden? In unserem Fall gibt es Verträge die vom Software-Hersteller direkt berechnet werden.
How to store Image from a web URL as an image file in Image field?
Hi all, I'm new to Zoho Creator! I'm trying to save an image from a URL and generate public URL from creator. I've understood how to generate a URL of an Image stored in the Image field. The question is: I'm rendering an Image from "https://www.expamle.com/taskID?apikey=xyz"
Abonnement im CRM anlegen übernimmt keine Steuer
Wenn man in Zoho CRM die Integration von Subscriptions verwendet und bei einem Kunden ein neues Abonnement anlegen möchte, dann zeigt das Fenster keine Steuer! Dann wollte ich in den Einstellungen die Steuer als "Standard" vorgeben, dann meldet mir Subscriptions,
Creating a Stop Start Timer for Custom Moduel
Hello, I am trying to track Maintenance of internal Assets through Zoho CRM (I have tried the FSM, Projects, Inventory apps nothing is working the way I need it to). I have it all built in the CRM where I have internal work orders where i can keep track
Coql
I want to use Coql to get all Deals where a specific field is null, and then I want the Contact_Name like "Peter Johnson". With fields like Modified_By, Contact_Name, Created_By etc, I can access the email and id fields by using dot notation like "Contact_Name.id
Append Sorting
Hello Everyone! i have been going through how to sort or filter my DropDown based on selected DropDown in the Main Form, The DropDown works as expected where i fetched the Data from Subform of another Form and it works. my Problem now is only sorting,
Annotate PDFs within Drive?
Is it possible to annotate PDFs within Zoho WorkDrive or any other Zoho application? Different than just adding a comment. Can we do basic things like adding an arrow, or drawing a box around something? We need to point out specific things on graphic images. Like circling part of the image and asking for changes. Typical PDF editing for corrections when working with clients. We'd love to find a Zoho solution, but we haven't (yet). Thanks!
How to disable a subform field based on the input of another subform field
Hello, I have a subform within a form. I want one of the fields within that subform (Checker) to be disabled based on the input of another field (Editor) within the same subform. Editor is a lookup field that pulls from the Name field in another form (Team_Members). I want Checker to be disabled when the Status field for the relevant entry within the Team_Members form is equal to "Graduate". How do I do this?
Can you Sync from Recruit TO CRM?
I am trying to set up a sync from Recruit to CRM for Candidates and Contacts, but it seems that you can only sync FROM CRM to Recruit and the modules they want to sync from CRM to Recruit don't match what I am trying to do. Does anyone have a suggestion
How can I sent month end scheduled reports?
hi, just upgraded. Month ends are a very common requirement for any business but I can set a schedule?
How do you add buttons to a form?
Hello, I am new to zoho creator and I would like to add several buttons to the form But i can't see where buttons are for the same
Custom URL for Recruit
Has Zoho made any progress with implementing custom URLs for Zoho recruit paid members? It looks Zoho has this for their CRM, why not for recruit? Thanks!
Deal Activities Query
I found this Deal Activities query in analytic. Apparently, it ran a long time ago, but now does not find a table called "Activities." This would be a highly useful query table for me. Can it be revised to work with however CRM stores the underlying "activities"
Enrich customer support in your mobile app with the ASAP SDK
Hi everyone! We are happy to announce that we have enhanced our ASAP SDK for mobile applications with new UI and additional functionalities. Many of you have already had the opportunity to use our ASAP add-on for your web applications. If you're new to
Auto Response to Return-Path instead of From
Hi, I'm trying to have the Auto Response reply to the Return-Path instead of From email address. Can someone advice or tell me if it's even possible, please? The long story: I am receiving emails from a Blogspot blog. These are sent by no-reply@blogger.com
Workdrive for CRM Extension in CRM
We just installed the Workdrive for CRM integration and it is wonderful. I like that when you add a file to a DEAL record, it creates all the associated folders in the ACCOUNT Workdrive folder. I also like that when I create a new account it automatically
Is Zoho Desk for me or I should use another tool?
Right now we have several channels throughout we receive request, questions, orders... etc. These channels are email (we use Zoho Team Inbox here), Instagram, Facebook, phone, cell phone and mainly WhatsApp. I am looking for a Tool which can put together
Aggregate function to get all days in certain month?
Greetings I need a way or an aggregate function that would return all days in a certain month to show them in my report, is there such a way/function? i tried searching through date functions but couldn't find what i'm looking for. Thanks
Need new API to get dependency details of all views in workspace
I want to request a new API to get source tables and query tables for all the views in a workspace. Feature Request Details: There needs to be an API which gives the following details for all views in the workspace in a single request: Dashboards What
Display Logic Possible in Custom End Pages?
We are attempting to design a custom end page that displays variables within the body of the message using the same logic criteria available for the questions. (We've been able to create the dynamic page we would like to display after the form is submitted,
How to display on the invoice that a specific pricelist has been applied
My company gives bulk order discounts and it appears that this can be done using the pricelist function. However, on the invoice, there is no indication that a "price list" has been applied. I want my customer to see that they have been given the bulk
Zoho analytics mobile export
Zoho analytics mobile app does not export user filtered data like the desktop. The mobile exports the entire table.
Digitally Signed Invoices
Due to Digitilisation, Increasingly Customers want Invoices to be Digitally Signed using Digital Signature Certificate. ( Different from Digital Image of Signature - Already available in Zoho ) Please introduce the feature of Digitally signing the Invoice
Blank Page on print view and PDF when saved. Cannot print
Some of my documents become a blank page when I try to print or save as a pdf. Any ideas?
Zoho projects analytics, how to show a report of documents and files attached to a task?
Greetings As the title states i'm trying to fetch info of files/documents attached to tasks in zoho projects and include them in reports where i show details about them. is such a thing possible? if not, is there another way (like using APIs) to achieve
No.of enties in delivery options has reached threshold for free org.
i am trying to add my email route so i can do split delivery. And i get this error
Attachment in Line or Details instead of TILE Window
Hello, is their any way to add attachment in Line or Details instead of TILE Window Thanks NSR
553 relaying disallowed zoho
i cannot receive emails in my domain www.misharastera.com , i have change from hosting but in my admin zoho panel it says that everything it's ok, so i don't know which is the problem.
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.
Function-14: Get record owner details inside a record with the click of a button
Welcome back everyone! Last week, we learnt how to display grand total of Invoices in words. This week, let's look at a custom function that helps you fetch the details of a record owner inside a record with the click of a button. Business scenario: Lot of factors lead to a winning deal. Besides the obvious of being the first of the vendors to reach out to a prospect and closely following up without overwhelming the potential customer, and arranging for timely presale support, the processes followed
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