Recent Topics
Data migration Limits
We are in the process of migration from Global version to Mexico. We have downloaded all the information ( 5 years) and are stopped with the transtaction limits. We have over 30,000 Sales orders. and we can only upload 7,500 in the zoho finance plus verison.
Field Updated based off Call Status
I'm trying to create a Field Update where: When Call Status is Completed Lead/Contact/Account Description field with the information in the "Outcome Of Outgoing Call" Description field. Once our sales team finishes their calls and they add a description
Zoho CRM function invoked by REST API Key does not receive a POSTed payload from Zoho Sign's webhook feature
Posting a payload to the URL of the API Key invokes my function, but I can't access the POSTed payload data inside my function. I have confirmed that a payload is being POSTed correctly by testing with my own hosted webhook. I have tried receiving the
Connect Google Voice?
Hi! I have a personal Google Voice number, and I'd love to connect that to Bigin for comm's with leads/clients. Is that possible? I'm brand new, trying to figure my way around everything!
Whats App Automation
It would be nice to be able to send out an automated whats app message template on moving stages or creation of a ticket (same as you can do for automated emails). Currently only automated emails can be sent. Also, if whats app could be used more effectively
Should I Add Leads in Bigin?
ok, first off I'm new here. I just started using Bigin. I'm debating if it's appropriate to enter leads. by leads I mean a list of contacts that I have not yet reached out to...it's a cold calling list. if I enter them I can track them (I understand
Articles page into Moodle as an iframe
I would like to integrate my Zoho Desk articles page into Moodle as an iframe. My goal is to add it to the Moodle navigation and display the articles within a dedicated page without redirecting users outside Moodle. Could you please guide me on the best
Tip 3: How to dynamically filter reports using URL parameters
Hi folks, As part of Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on how to use URL parameters to filter reports. You don't always have to play with filters to drill down reports. Yes, that's right. You can pass URL parameters to set filter values and view only the required data. This technique is quite useful while linking reports in an email, a document, or when bookmarking an important report that you would like to view on a regular basis. For example,
Zoho Flow custom functions "Error occurred while processing this request. Contact support for more details"
Any ideas why this is happening? Zoho Flow custom function...
Custom Function for a new Field (combination of two existing fields)
I have a custom module Eurotax API Eurotax This module contains 2 fields: 1: EUROTAX, API Name EUROTAX, Data Type Number 2: ROK, API Name ROK, Data Type Pick List I need to add a new field (for example Field3) that will be the combination of the values
Amazon purchase Integration
Hi all, This may be a stretch, but I have to ask anyway. I am a reseller; most of my purchases are from Amazon, SHEIN, and TEMU. Is there a way I can enter the Amazon invoice\order number in Books and retrieve the Amazon order detail order?
Find form by inline subform criteria
Is it possible to filter down to a form using inline subform fields? For example, I have a Contact form with an inline subform "Phone_Numbers" that has a "Phone_Number" field. I'd like to be able to get contacts by their phone number, but I'm not sure
Trying to setup a record to automatically create on a weekly basis
Hello all, I need multiple records to be automatically created on a weekly basis. What I'm trying to accomplish is, I have a maintenance database where I track when I work on IT related systems. Every week on the same days I perform backups on systems
Chatbot for Urdu language
Hello, I have successfully set up Zoho Desk and integrated it with Moodle using ASAP. I am now looking for a chatbot that supports the Urdu language to enhance student support. My goal is to enable the chatbot within ASAP so that students can ask questions,
Disabled virtual keyboard in handheld device with barcode reader.
Hi I created a APP try to scan barcode by barcode reader bulid in handheld device. But creator will jump virtual keyboard. Could you provide a setting to disable virtual keyboard for single line or number field in Creator android and Iphone.
Want to use Zoho Books in Switzerland. CHF support planned?
Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy
Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
Zoho CRM Kiosk issues
Firstly this is for a system on the AU servers if that makes a difference. Issues are as follows (For Kiosk): 1. Re-ordering fields in the screen builder is broken. The fields seem to be re-ordering themselves, unless you order everything by moving the
Migration not working
I cannot set up a new email migration, this is the message: Oops! Something went wrong. Please contact support@eu.zohomail.com Can someone please suggest a fix?
Free webinar: Simplifying small business paperwork with Bigin and Zoho Sign
As a Zoho Sign user, you already know the value of digital signatures. But did you know you can improve your document signing and management by integrating with Bigin, the easiest CRM for your business? We're hosting a free webinar on Jan 29, 2025 (Wednesday)
Submitting candidates to clients when there is no Vacancy
Hi I am working in a niche sector so when I register a candidate I want to immediately send their CV to relevant clients/contacts. They will not have Vacancies on the system so what's the quickest way of sending/submitting their CV quickly to a list of clients in a particular area without just using an email and attachment? Should be easy to just send out "speculatively" CV's to qualified clients but I cant find a quick way to do this !
Error 0x800CCC0F Sending and Receiving
This seldom used XP PC using Outlook Express has been using this Zoho email account for years with no problems. It just started getting this error when sending and receiving email. Nothing has been changed, upgraded, etc. No change with completely disabled
Why is Zoho Meeting quality so poor?
I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
Deluge - mobile app learning
Hi, I am currently learning another programming language using a mobile app (Mimo), which works really well, sets out things like error handling standards, variable naming standards etc. I came into learning Deluge with some minimal history of C++ and
Sorting Grouped Records by Last Opened
So, I have a form. For simplicity, lets say that this form only has a job_name field, a room_name field, and a order_number field. (the order_number field is to input a number for sorting purposes) On the report, I have it set to group by job_name, and
Mind Mapping
Will Zoho consider a mind mapping application? I have seen some discussions that are some 10 years old. What is the status now?
Batch Tracking Enhancements In Zoho Inventory
Hello users, We’re excited to announce that we’ve taken batch tracking to a whole new level in Zoho Inventory! We’ve made it more accessible and easier to use than ever. Here’s a quick look at the improvements: 1) A New Way To Create or Modify Batches
how to sync shopify orders to zoho inventory instantaneously?
hi, Is it possible to sync shopify orders to zoho inventory sales orders instantaneously using zoho flow? if so can anyone give me a step by step guide as im not too tech savvy. currently i have set up sync at 15 min intervals but thats too long for me.
Inventory Valuation Method Feature
Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumed
Connecteur Zoho vers Dolibarr
Bonjour, Contexte : * j'utilise Crm et Campaign pour gérer ma prospection et mon pipeline. * nous venons de prendre une franchise de commercialisation de services qui nous oblige à utiliser leur Erp développé Dolibarr Besoin : Continuer à utiliser Crm
How to Send Interview Schedule on Email by Deluge
Hi Zoho Users. I am vishal kumar and working as a Zoho Developer. some of the User is faces the Problem about workflow for sending the invitation to candidate interview link. like that I can help you. Step1:- Get attachment of interview when you create
Global "Search" in FSM
I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,
Stopping Scheduled Actions From Workflows
Any idea who this can be done? Is it done automatically? I can't find anything in Zoho explaining.
Bar Charts in Zoho CRM
Hello, We are using the Analytics section in Zoho CRM (not Zoho Analytics). We created two bar charts using a workaround with LinkMatch: each time we send a message to a lead/contact on LinkedIn (not on Sales Navigator but the “normal” LinkedIn”), a new
Multi-currency in Zoho CRM Forecast and Reports
As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales
Zoho CRM - Create Report out of a Graph
Hello, I created two graphs that measure the weekly sales activities on the basis of messages send on LinkedIn (we are using a third party tool that saves all LinkedIn messages automatically as a note). The graphs and the corresponding settings look like
Directly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
POS Integration with Inventory
Hello! I'm looking for a good option for Point of Sale that integrates with ZOHO Books, including INVENTORY. Or maybe a different, easier way of doing things. Currently I am using Square for POS. While I was able to integrate the transactions (cash
Edit / Modify system generated emails
Hi, System generated emails are great and are very helpful (tasks, etc). Why not allow us the ability to edit them? add/remove/reorder/reposition fields? I'm referring to emails sent from systemgenerated@zohocrm.com BTW - There's an old thread about this
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