Zoho Books and Zoho Commerce integration --> Product Specs
Hi, I am at the final step of pushing my website online but I am stuck on a step : I am not able to push on the front end all the product specs that I have in zoho books. I do not see to find the appropriate setting for it. Specs I would like to push
Auto combine same items in sales page
I would like to know, if i use a scanner to scanner every item that i need to send, is there any way to combine those items into one line. For example, there's one items "table". When i scan the bar code, it shows table on the order with 1 quantity and
Zoho Tally Integration
Hi, I am using Tally for my company's accounts purpose. I like to migrate all the details which I have in Tally to Zoho One. Once the migration is done, I need the real time integration as well because I will also be using the Tally. For Example: After
Why can't I show my data as Staked Area Graph?
Hi all, I need some help. I have a query table with 3 values. Lets call the values Red, Green and Yellow. I'd like to show these values as "Measure - Actual (Number)" values in the chart editor, I no longer have access to the stacked area charts, only
Case When with Boolean not equal
How can I write a case statement where if something does not equal something - then? Here is what I have: CASE WHEN "2024 Seth Project 1 Item Cat"."Item Cat" != 'INSTALL' THEN ("Sales Order Items"."Quantity" -"Sales Order Items"."Quantity Invoiced") *
Setting up multi-brand portals
I may have posted this twice - apologies if that's the case. We have two brands: A and B. Each brand has its own support department (department A and department B.) We have set up two portals - one for each brand. We have unique users so any one user
Emails entered workflow but not all emails sent
Hello, I created an email automation and 1107 contacts entered the workflow but after activating the email automation, its only showing 100 emails sent. Why that is so?
site24x7
regards the "www.site24x7.com" service is included in the service of zoho one If included please enable it in my zoho one service Thank you
Unique user Dashboard
Hi We are doing a proof of concept on ZoHo one and use most of the modules. We want to know if each user in Zoho can have a unique dashboard per module.
Resource within Zoho One for Community Interaction
I want to build out a community where members of our subscription program can engage with each other. Not exactly sure what options are there. These are not employees in our company. This are clients we serve and we want them to be able to interact. It
How i can upgrade from zoho crm to zoho one
Hey I have a a question . How i can upgrade from zoho crm to zoho one
Final Project
Hello good evening, My name is Lourenço Prudêncio, I'm 18 years old and I'm in my last year, technical professional course, computer equipment management at the Val Do Rio vocational school in Oeiras, Portugal . My final project consists of using the
I need to send email by Zoho Campaign to users when new subscription is created in Zoho subscription
Hi I want to make onboarding series for new clients in Zoho Subscriptions. I see there is no integration between Zoho Subscription and Zoho Campaigns What did I try: - Zoho Flow between Subscriptions and Campaigns Add workflow (When a new subscription
Creator API criteria lookup field
Im trying to filter by lookup field in criteria: criteria = 'r2l_r_id.display_value=='+ rID; routeToLocation = zoho.creator.getRecords("company","module","module_report",criteria,1,200,"crm2creator"); {"code":3330,"message":"Invalid criteria specified
sales return
how to sales return entry raise
Default font and size
Hi, I'd like to change the default (normal) font and size when I create articles. How is this done and secondly how do I find out what the current default font and size is for (normal) text.
Relationships between portals and relationship between apps
I'm working my way into the Zoho One suite of apps and I have a two-part question about the relationships between the various portals and apps in the suite. 1. Relationship between portals: I've noticed that some of the apps have a portal functionality. However, the portal created in each one seems to be separate from each of the other ones. I can create a portal in Zoho CRM and in Zoho Invoice and in Zoho Subscriptions. They each have a different URL - respectively the URLs are: https://crm.zoho.eu/portal/mybrand/crm/login.sas
error occurred when i try to do any thing
i am just subscribe to zoho one , no function work successfully i got error occurred when i try to do any thing and always direct me ti crm or another app as i am in trail version , i was deleted all organizations i was test it before buying
Can't add user to child department in Zoho People
I have entered our organization department structure, which includes Parent/Child departments, in Zoho People. When attempting to assign Users to a Department the only options are Parent Departments. The Child Departments do not populate as available
Zoho One Subscription Details
Hello Team, I have a question regarding a scenario I'd like some clarification on. Let's consider Company A, which currently has 50 employees using the Zoho One Package, priced at $45 per license, resulting in a total cost of $2250. Now, Company A wishes
need assistance in setting up Zoho One from Zoho Books
need assistance in setting up Zoho One from Zoho Books
Zoho Sheet vs Zoho Analytics for creating customized monthly financial reports as templates not included with ZBooks?
Trying to make a decision as to which app - Zoho Sheet vs Zoho Analytics is easier to use and would get the job done when trying to create some extended customized monthly financial reports with analytics for small businesses?
Downgrade der in Zoho One enthaltenen Backstage Lizenz
Wir erleben gerade ein großes Ärgernis. Seit längeren diskutieren wir mit Zoho, warum man in der Zoho One / Backstage Lizenz keine bezahlbaren Events einstellen kann. Ja, ein einmaliges Events mit der einen Lizenz ist möglich. Wir haben mehrere kleine
Devis avec PHOTOS
Bonjour à tous, Peut on réaliser un devis en incluant la photo des articles , en utilisant CRM, ou Books, ou Inventory ? Merci pour vos réponses Bonne journée Alain
New Layout Problem
Hey guys, I am experiencing an issue when trying to create a New Layout. I receive a message saying "Sorry, but you can not create a new layout as you have aleready reached the maximum limit of 3 layouts per module." I have not been able to find a solution to this anywhere.
Check the input for Product_Details and try again."
Zoho CRM says "Zoho CRM says 'required field not found'. Check the input for Product_Details and try again."
Integration of AWS RDS and Zoho Flow
Hello! I am not good at English so sorry if it is hard to read. I saw the following article and wondered if it is possible to use Zoho Flow to add new records to the AWS RDS that I use as a database for my web application when certain actions are detected
Constant refreshes
Is it just me or do all Zoho apps suffer from not dynamically updating. Across nearly all the apps, I find myself constantly questioning whether whatever item I've just added actually saved because it doesn't dynamically display and so I have to refresh
Efficient User Setup Across ZoHo One Apps (Deluge script?)
Hi - I would like to find out about options for setting up a new user in ZoHo One more efficiently. We use a large range of apps in the ZoHo One suite. At this time, a staff member will sit and manually configure the new user profile one application at
Zoho Projects - how to personalise the client invitation email with my branding?
Its really confusing and terrible, every time we send a client an invitation for the Zoho Project, its all about ZOho. there is no personalized branding. Every time, I send up with a confused client. Who has no idea why he needs to sign up on this Zoho system. How can we personalize these invites?
Sign in / Sign Up
Hello! I want to create custom sign in / sign up form How can I make it? Which zoho desk api requests should I use? How can I make forgot password?
CRITICAL [ ! ] Zoho apps do not load / not usable EU
Hello, we experience massive limitations in terms of accessibility (load times) when Zoho apps are opened. The load times are so long that it is not possible to use the apps. These limitations apply to all apps. I am asking for urgent assistance. Thank
deferred expenses
is there any option to manage deferred expenses in zoho books
Zoho One - Plan Limits and Usage
At the top of the plan details table it shows a metric of Users as Your Quota vs Used. What's the difference? When I check the Zoho One directory for Active Users it says 50, and each of those user is assigned to at least one app. So how do I identify
Add additional E-Mail Accounts
We have just switched to Zoho One. I have now bought 5 licences and added our 5 people. Everyone has an email address. But now we have the case that from time to time external employees go out with two of our pool laptops. Previously, we had configured
Does "Mark tickets as unread" work only for connected user via API?
We would like to mark a ticket as unread every time certain conditions apply. We are identifying those conditions through a flow in Zoho Flow, and an action in it which calls the Zoho Desk API Mark as unread. According to the documentation, it marks the
Paypal upgrade issue
Hi guys, after recent Paypal upgrade made in Zoho Inventory / Zoho Commerce I have this issue with Paypal. Please see screenshot in attachment. Error is show after click on Paypal button. I just opened a support ticket.
Code Snippets not publishing in blog posts
Code Snippets in my blog posts are not publishing. Where the Code Snippet should be I see a message that says "Snippet with be rendered in the published site." even though I'm on the published site. This happened a week ago and I found that if I went
Zoho LMS
It would be greate if Zoho offered a LMS product. Learning managemewnt System for managing courses and training. I have heard you are building a training and courses module to Zoho People which sounds really good for training our staff. I would also like to train our customers on how to use our products. Is this on your roadmap ? Thanks Mike
Different working hours for different consultation
Hi, I would like to know if there is a possibility to show different working hours for different consultations. For eg Imagine there are two consultations A and B For consultation A the calendar should show slots from morning 9 - 6 (our company's working
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