Customer Statement of Account
can anyone help is it possible if PDC Cheques are segregated in SOA or showing Payment Mode and Cheque number in SOa.
Unable to create Hour based web traffic report
Hi Team, I am trying to create a report that will display hourly user traffic by date from Google Analytics but I can see only 00:00 hour in my report as I synchronized data from Google Analytics at 12:00 a.m everyday and the date for all data is with
Record Successfully added
I am trying to add bulk records in zoho people using deluge The response i get is "Successfully added" however the records don't actually get populated in the view.
Time Zone Issue
We have had a few issues of late...that maybe unusual, but irritating, operationally. Several customers have booked a session with us to come and visit us, while they were on holiday, so were in another time zone. They get confirmation of the time they
ZOHO SUBSCRIPTION TERMS AND CONDITIONS
How is it possible that there is no option to add the TERMS & CONDITIONS link. This is a website, we collect customer's data and credit cards. There should be an option to add PRIVACY terms. It is not legal to ask for a customer credit card and not to
Migrating data from Contacts to Accounts
I have created my companies database of customers as contacts with attached accounts to represent the company they belong to. Now my boss wants to have the information which i already placed on the Contacts, to be available in Accounts. This means adress,
Using Credits
My client has an $800 credit which expires in October. We recently changed oursubscription from 21 people on CRMPlust to Zoho One and renewed an annual license for 26 people During that switch, my client (super-admin and business owner) spoke with a
Deal that stopped payment
What kind of stage or solution would you come up with when a certain deal stopped paying? our industry sometimes have customers that disappear somewhere in the deal process. Would you mark it as lost?
Showtime & Meeting: functions, use, limitations, users experiences
Hello there, I am about to start teaching a year long online course. In order to promote the course I'd like to do promotional webinars. Once the course has begun I'd like to do Q&A's every week, a few days each time after I have published the lessons.
Las herramientas de Zoho, impresionantes, como siempre. Consulta: ¿Con qué herramienta o aplicación puedo transmitir en vivo un evento digital programado con Zoho Backstage? ¿Con Zoho Meetings, ShowTime u otro? ¿Como funciona esto? (Somos usuarios de
Quotes: Use bill and ship address from account rather than contact.
For quotes, is it possible for the billing and shipping address to use the billing and shipping address from the account rather than the contact? Currently, if a quote is entered without a contact, it uses the billing and shipping address from the account.
Zoho One licensing and employee size variability
All employees need a Zoho One licence. If number of employees changes in the middle of the contract what happens? Are summer students, temp staff etc. counted as employees? Regards, Glenn
Zoho One UI != Zoho CRM Plus UI
I love the new UI you guys have created for CRM Plus, please tell me you guys are going to roll the same kind of update out to One?!
No Calendar App Link
Hello, I noticed that there is no direct link to the calendar page when on the home page or any app page. It would help a lot to get to that page if there was actually an app button.
New mail won't pop up using external IMAP account
I'm having trouble receiving new mail using my external IMAP account: 1. I don't see any settings that allow me to configure the retrieving interval 2. New mail won't show up until I click "Unread" or refresh the webpage. Appreciate your help! :)
Automatic Approvals for Social Media
Is there a way to send a social media post to team members for approval but automatically approve it if the scheduled time on the post is about to elapse?
Connect Prestashop with Zoho CRM
Hello, we need to conect Prestashop Store with Zoho CRM. How we can do that? thank you
only selected Item type values must be shown in Item names in subform
Hi Guys, I have created a sub-form with field names - Items (lookupfield) and Item names (lookup field) . Now my Question is If i selected any name in Items Field then whats are the names present under that items name only that items name only it should
Enrich Data Function
Hi Everyone, Hope you are all well in these strange times! I wnated to reach out to see if anyone has got any feedback on the enrich data function. We are only using the free version at the moment but are getting some good results but also a mix. We
Zoho Sign Webhook - Receiving Response Using PHP
I'm creating a script that will receive response from Zoho Sign Webhook. I use the following condition to trigger the Webhook : greenuptown I am able to receive the hit into the Callback URL by saving every response into the database. I'm using a simple
How to import a PDF file as a template in Mail Merge
Hello, I am trying to import a PDF file as a template and it does not permit me to do so. It's a fillable form. I converted it into a .docx file using Zoho Writer and when I tried to import it, the formatting went for a toss. Can one of you please suggest
NPS scores for Candidates, Employees, recruiters, clients, company and vendor in various Zoho products
It will be great if NPS scores can be captured in various modules. It will provide great customer, client, employee, recruiter and customer experiences
Why is my Zoho One trial limited to 100GB storage on WorkDrive?
I'm currently on the Zoho One 30 day trial. My organisation consists of only me. One person. On the pricing page of Zoho One it says the storage limit for up to 10 employees is 5TB per organization. So I should have access to 5TB. But I just set up WorkDrive
SMS App for Zoho CRM
Just curious has anyone used any of the SMS integration apps with CRM? Just wanted to get some feedback on which ones are better and which ones to avoid.
Zia data enrichment for Australia
I want to sign up for Zoho One and get access to Zia data enrichment. On this support page it says "Data enrichment by Zia is available for Europe, US, and India users". Is that information outdated? I am in Australia, and I just signed up for a Zoho
Unique Identifier Number
Hello - We're trying to substitute our intranet which generates proposal ID numbers numerically in our required format. Is there a way to mirror this when creating a new deal that will automatically generate a unique ID number? Any assistance on this
ADDING THE MULTIPLE EVENTS ON THE SAME DAY ?.
Hello, I am new to Zoho calendar but use Google calendar and can see it's similar. I have created a group with whom to share events/appointments but when I try to enter the 2nd appointment on the same day it's not showing on the calendar. https://myhrkp.online
Customer wants to API integrate to place orders
We have a large customer who wants to use a custom API integration into our Zoho ordering system to place orders rather than using a customer portal. We are currently using a custom order form in Zoho Creator that pushes through to Zoho Inventory. My
Pipeline in calendar view
Hi We currently have our pipeline in a report for the service team. The view is in a chart. Is it possible to view that in a calendar view so we can see when deals are expected to close and there by schedule resources. Thank you
How can I import updates to existing records in Zoho CRM?
I am evaluating Zoho One with a trial account, and trying to figure out how I would go about importing a list that would include some existing accounts/contacts as well as some new ones. The instructions I saw in the documentation (https://help.zoho.com/portal/en/kb/crm/data-administration/import-data/articles/import-data#Import_Data_to_a_Module)
RTL support - email templates
hi i am developing in zoho CRM through zoho one. on creating email templates i do not see that RTL (right to left) text is supported. how do i create nice looking templates with RTL text?
ZOHO Calendar Time Zones
I'm in New York. Zoho forces us to choose Eastern Daylight. That is absurd because it should do it on its own. My colleagues are in Texas CT time. My boss shared his schedule with me so I could see when he is busy but everything I do seems to schedule
Exclude option for "status" and also modify header in Timesheet Details report in Zoho Books
Hi, is it possible somehow to exclude the status from above mentioned report? I would like to create a timesheet and attach to invoices where customers don´t use their client portal for details. When I create the timesheet report before invoice creation
Connecting forms and campaigns
I created a form in Zoho Forms and turned on the integration in Zoho Campaigns. It goes to the correct list but it doesnt trigger the workflow (it's not sending a confirmation email). The only email I got is a subscription confirmation (I actually want
Ken's Interface Insights
Much of the Zoho UI is excellent; sparse and orderly and I'm grateful for that! No matter how large our monitors get, screen real estate is always at a premium and vertical space is especially precious., One of the great boons of "canvas" is the ability
Inactive user is created when time entries are synced from Zoho People to books
Hello, Do we need to pay extra license fees for inactive users in books? When colleagues enter time entries to jobs in Zoho People, the time entries are synced to books. But what happens is a new "timesheet-staff user" is created in books as inactive
fetching image from form to page
Hi Guys, Can anyone help i have one doubt, I tried to fetch the details from one form to page , I have created a page and written an html code for it is fecthing the details but near Image i am not able to get image but instead of displaying image i
(month) Calendar view to focus on this week
I'm needing a calendar view that focuses on (this week) at top and then weeks to follow below. I use calendar view on screens in our office for employees to reference tasks ahead. The problem is, we get about 2 or so weeks before the screen cuts off and
Calendar - Can't Edit appointment
Group calendar entries can't be edited.
Zoho Admin Panel
The app Bookings has recently been enabled on our Zoho One Admin Panel. When I try to assign users, the user I want to assign Pamela England returns and error. The error states "User is already present in another account." I have reached out to Pamela
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