Recent Topics
Pull Price Book and Product info in a single report
i want to be able to produce price books for my engineers. If i could produce a report with the retail price as an option that would be great. This seems to be an old issue to please what are the plans. Moderation Update (16th Feb 2024): The option to
Custom TaskList and Tasks creation based on project custom field
Hello, I'm trying to configure Zoho Project for a specific use. I have created a custom multiselection field in project template and I would like to create one tasklist with multiple tasks in it depending on the multiselection field on each project. For
Zoho Creator to Zoho Books
Hi, I use Zoho Creator and Zoho Books. I use Creator to produce and send invoices (for specific reasons) but want to create a corresponding invoice in Books. Has anyone done this and if so, how? I have the following documentation but can't make sense
Subform Zoho Form to Creator
Hi, I would like to be able to retrieve the values of a Zoho Form subform to create an entry for each in Zoho Creator. To send from Form to Creator, I use Zoho Flow. I have a custom function, which should normally retrieve each field value then create
Multi Select Between Modules
Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Multi Select Field of "Enrolled Services" I also have a Module "Services" with
Firebase Functions integration
Hello Zoho Team, Please advise how I can configure SMTP in my account to facilitate Firebase-triggered email functions. Please note that I desire to send an email with a JSON object collected from Firebase Firestore and included in my mail to forward
Doesn't Catch Duplicate Accounts
Zoho is very bad at catching duplicate accounts. If we have an account in Zoho, and we import the same account but with "Inc." or "LLC", it doesn't catch it, it just duplicates it. When importing from another app (like ZoomInfo) I set it to catch duplicates
email Signature from Contact page not working
Hey guys, I just set up my signature for the email i integrated with ZOHO. It works when I'm using the email client but when I send an email from the contact or lead page it doesn't add the signature. problem on my end or ZOHO's? thanks for the help!
Create Quote does not show the "Product Description" entered as part of the Product setup.
The product description created as part of the product setup page, does not show in the Create Quote module; The module allows for an additional description to be added but without access to the original stored description. By selecting the product from the "Product Name Lookup" pop-up, the "Product Description" part should be populated from the product record where the user is allowed to further modify it.
554 5.2.3 MailPolicy violation Error, help?
This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. 554 5.2.3 MailPolicy violation Error delivering to mailboxes I am not sure why i am getting this, please
New Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
Créer un second centre d'aide dans Desk
Bonjour, je souhaiterai pouvoir créer un second centre d'aide dans Desk afin d'avoir un service complètement indépendant du premier. Le premier fonctionne bien, il est pour notre service client. Mais j'aimerai maintenant pouvoir créer un nouveau service
Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales order but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.
Email Campaigns overview page is missing SENT DATE and # people sent to!
I would like to see the date the email campaign was sent, so I can understand and track when each email campaign was sent. Right now, unless you go to a contact who received a campaign, you cannot see when the campaign was sent (!!!!!!). So, if my boss
Create an event from mail
From mail I can create a task but I cannot create an event. What am I missing?
How to customize Check Out form, process & design
Hi Just set up my first shop and changed the design quite a bit. Like it so far! However, did not manage to change either Design, nor Content, nor Process of the Check Out. Where can I change this? E.g. - change the font of the check out forms - change
How do I use Deluge to search a Ticket by its Account?
Usecase: with Zoho Flow, my task is to filter Tickets in Zoho Desk based on a few criteria and then use that information to edit and invoice in Zoho Billing. To achieve that, I'm using the Deluge search API to get all tickets from each Account (our clients)
Leistungsdatum in Rechnungen (Zoho Books)
Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks
Issue with bulk importing into commerce (updating existing products)
Hello All, I'm struggling to bulk update my existing products within my shop. I have exported all the products and appended the image url (copied from another product within the file) and then important back into commerce. The file is accepted but flags
Option to Re-order from past orders
Customers would like to place a repeat order with the business entity. Currently there is no option to support this and everytime the customer has to check out following the same process. Can a option be given to reorder from the past orders?
Coupons are not being accepted. (Saying expired)
I am putting together a coupon for our company's store. When I went to test it, I received a notification that the coupon is expired. (the date range should be fine though) I've tested different options for the coupon along with one of my other colleagues
Issues with Agent Forwarding Card in Zobot
I implemented an Agent Forwarding Card in a Zobot that I created. There are a few issues with the way the card functions in an actual chat. The way it is designed right now is not easy to use and is not intuitive. Here are a few of the issues I have with
Drop Shipping
We have manufacturers drop ship all of the items in our ecommerce store. that means that each item needs to have its own unique zip code to acquire real time shipping rates from that zip code. and then the manufacturer of that item gets an automatic email
apple pay
if a customer is accessing via an iphone etc and we are taking payments via stripe would they be able to use apple pay?
ZDC Hackathon 2024 Category-wise Winners !
Zoho CRM Client Script Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1:
is Zoho eCommerce dead?
Hello, we have Zoho eCommerce in our Zoho One Suite. After a year's break, we took a look at Zoho eCommerce this week. Very little has been developed. The normal eCommerce 2023 standard features are missing. Ok, Zoho eCommerce cannot be compared with
Issue with Cart API Implementation - Products Not Being Added to Cart
I am writing to report an issue I'm experiencing with the Cart API implementation. I have tried multiple approaches to add products to a customer's cart programmatically, but I'm encountering difficulties. API Request Approach I am making a POST request
Pre-orders at Zoho Commerce
We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will
Zoho Desk Onboarding Assistance - How to do bulk taging
Hi How to apply a particular tag to multiple tickets in one go.
Time Zone Sending in Marketing Automation
Good day...can anyone share if they have been able to get sending via Time Zones to actually work? Our data is 99% perfect, with all the time zone criteria met, yet the results are completely off target when we try to use it. We've had varied results
wishlist
I need to know where to find the wishlist function in Zoho Commerce
single user access to the CRM suits
I am currently using Zoho CRM Plus, where the pricing for a single user is ₹3,500 INR, and it includes access to multiple applications. However, I would like to add an additional user but restrict their access to only two specific applications within
Zoho Commerce / Zoho Inventory Integration
How can I remove products in my Zoho Commerce products section? I have a big list of products here that are linked to our Zoho Inventory and some are published on our site and some aren't, but I'm wondering how we can remove these products from this list
Pinterest's "Claim website" requirement
Hi, I need to get Pinterest and my Zoho website to shake-hands. For this, Pinterest needs me to 'claim my website' by adding a piece of HTML code to the <head> section. But is this the same as "Header and footer" sections in the settings? If yes, then
Agents can manage the Tasks on the go, now with Zoho Desk mobile app
Hello, Everyone! We are elated to announce one of our most asked for features 'Tasks' in the Zoho Desk app. Agents can now create and associate tasks with a ticket and the tasks will be listed within the corresponding tickets. Steps to access the tasks from the app: 1. Go to a particular ticket in the app. 2. Click the Tasks icon in the 'Related Information' section. 3. List of all the tasks will be displayed. Refer to the screenshots (Android & iOS) attached below for your better understanding:
Quickly delete items in email builder?
When deleting items in the email builder, it requires two clicks: one to hit the trash icon on the item, and then another click to confirm the delete. Is there anyway to skip the confirm deletion? Some kind of hot key like the Command button on the mac
How to Customize the Member Portal Login Page?
Hi everyone, I am currently using the default member portal login page for Zoho Commerce, but I feel it looks quite plain and doesn’t align well with my brand's style. I would like to make it more visually appealing, possibly by: Adding custom colors
Introducing WhatsApp Marketing with Zoho Marketing Automation
Dear Marketers, In the world of marketing, personalizing engagements with customers is often exhaustive but—thanks to WhatsApp—not exactly mysterious. WhatsApp has evolved from a simple messaging platform to a sophisticated tool for sending out marketing
Separating Inventory for Online Shop and Other Customers in Zoho Commerce & Inventory
Hello everyone, We are using Zoho Commerce and are facing a challenge in managing our stock for different types of customers. Specifically, we want to ensure that our online shop pulls stock only from a specific warehouse, while other customers (e.g.,
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