Recent Topics
Customer/item(s) bought view
Hello In Inventory/Customers/Transactions tab, how do I see what it is the customer actually ordered/bought without having to open each SO? Our customers buy a number of items thoughout the year. I've look at each transactions drop down, and no-where
ERROR: Product type cannot be changed for Items having transactions.
I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message Product
Inventory Asset vs Finish Goods vs Work in Progress please explain or help me choose
New to this so please if you can help in any way I would really appreciate it. So here we go. I make and sell and item which is made out of bunch of other items. (Composite Item). Now one of the parts that the item is made from is also a composite item.
WorkFlow to Update Custom Field in Sales Order with Tracking Information from Shipment of that Sales Order
Hello All- I'd like to update the sales orders with the tracking information I enter in the shipping document. What is the proper variable to get the tracking information out of the shipping document? See attached.
ZOHO Desk-Enable Ticket Notification sound
Hi, I answer the helpdesk tickets for Sevenstar. How can I enable the Ticket Notification sound when I receive a new ticket?
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
Workflow not triggered by custom function field update
I have a simple workflow that triggers when a field is updated on a Deal page. It works fine when I "manually" update the field via "edit" on that Deal page. It does NOT however work or trigger when that same field is updated with a custom function. I
Version history for Zoho CRM Functions
Hi Zoho Support, I am wondering, there is no topics been posted for requesting the Zoho CRM Custom Functions Version history. It would be great to have mandatorily needed feature in Zoho CRM custom functions. Is there any work going on for this feature.
Creator portal user do not accept user password upon creation
I placed a request at Zoho and they are working on it, but I try here too in case somebody has already the answer: Today, sudently, my customers that tried to join the portal were not abble to enter a valid password, even if the password had all the necessery
CRM Campaign -> Create Campaign ->Zoho Campaign. Add to Sender Address dropdown options (2024/08/01)
I'm trying to add different Sender Address and Reply-to Address options to a new campaign created through Zoho CRM. There is one sender and reply-to address available and it is not the account I'm logged in with. The dropdown options do not match what
Create new ticket when another specific ticket is closed
Hi. How can I create a ticket when another specific ticket is closed? So I have a ticket with subject 'Create agreement' connected to the contact of a customer. As soon as I close this ticket, I want that a new ticket is created (connected to the same
How can a Zoho Desk Admin access restricted files?
How can a Zoho Desk Admin access restricted files from Zoho Desk that are not displayed to agents on tickets due to file type restrictions?
Need to bundle based on inventory stock not accounting stock
Cannot create a bundle / composite item until a bill has been received, even if there is available stock due to an item receipt. This should be changed as it is required to make a bundle and invoice the customer before the vendor has billed us.
Can we make Transfer Orders based on Physical Stock?
We are a manufacturing company and prefer to manage stock in "Physical Stock" mode. But if we don't have enough available quantity in "Accounting Stock", we couldn't make Transfer Orders, right? Is there any work around with this issue?
Why is my Lookup field not being set through Desk's API?
Hello, I'm having trouble setting a custom field when creating a Ticket in Zoho Desk. The endpoint I'm consulting is "https://desk.zoho.com/api/v1/tickets" and even though my payload has the right format, with a "cf" key dedicated to all custom fields,
Ticket template - Send email to multiple contacts
Is it possible to set up a ticket template with multiple contacts selected to receive an email, rather than just one contact as the default? We use Zoho Desk to send an email report to a group of contacts every day, and have to manually add each email
Zoho desk domain mapping not working
Hi, I have followed this knowledge base support from your zoho site: https://help.zoho.com/portal/kb/articles/support-customers-from-your-own-domain-domain-host-mapping . First created a sub-domain(support.website.com), then went to zone editor to point "support.website.com" to cname desk.cs.zohohost.com . But it won't work out. What did I lack? Please I need it very much. Please see images below of the result: Please see below images of what I did: 1.) 2.) 3.) Hope to hear from you soon.
Zoho Analytics pulling data from Zoho Sheets and Zoho Forms
It would be smart to have Analytics import data from Zoho Sheets or Forms.
Exporting Presentations with Embedded Integrations
I am embedding Zoho Analytics charts and tables - how can I export the presentations so that the embedded images show ? At the moment it just shows broken images . *note* I do not need the exports to have the live data or links - just a snapshot of what
Embedding Zoho Analytics - is the data always 'live' ?
When embedding "live" Zoho Analytics data into a template with the intention of creating a monthly presentation - how are the embedded filters saved ? When a filter is applied to a presentation from a template is it then fixed for sharing or will it always
Zoho Flow Doesn't Detect Desk Ticket Custom Field Change
I have a Flow that is configured to be triggered when a custom field on a ticket changes. I also have a Schedule in Desk that runs a script that changes the custom field. When I change the custom field manually in the Desk interface, the Flow runs as
Weekly Tips: Track Email Engagement with Read Receipts in Zoho Mail
While email is a convenient and widely used way to communicate, it doesn't offer the immediate feedback you get from face-to-face conversations or phone calls. When we send an email, there is no way to know for sure if the recipient has acknowledged its
Reusable Variables
I’d like to know if there’s a way to store variables in Zoho Analytics that I can use in metrics or calculations. For example, I have a Currencies table that stores the value of different currencies over time. I’d like to use the value of the US dollar
HTML Code + Writer Documents
Hello, I am in the process of writing a couple of documents in Writer. Both document will have 2 versions each. One version being a freebee that perspective clients can download from my website. The other version will be a paid version, and additional
Audit Log: Detailed View and Export for Better Tracking
Audit log tracks all the events or actions performed by the users and displays them in a sequential order. By default, all users who have admin access can view the audit log. We have added new features to the audit log that will enhance the user experience
Display All Admin Roles in Zoho One Admin Panel
Hi Zoho One Team, I hope you're doing well. Currently, in the Zoho One Admin Panel, we can see Org Admins and Service Admins assigned to specific applications. However, admins assigned at the organization level for various Zoho apps (such as Mail, Cliq,
Enable users to create and edit presentations in your web app using Zoho Office Integrator
Hi users, Did you know that your users can create, edit, and collaborate on presentations from within your web app? With Zoho Office Integrator's embeddable presentation editor, you can easily add these capabilities. Here are the highlights: Create presentations:
Forced Logouts - Daily and More Frequent
In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.
I can buy a Domine
I need assistance with an issue I'm experiencing. Whenever I attempt to purchase a domain, I receive a message that says, "We ran into some trouble. Please try again later." I would greatly appreciate any help you can provide. Thank you. Please refer
Zoho Customer Statements open item and NOT balance brought forward
How do I set my customer statements to open item and NOT just the balance brought forward. I would like the customer to see all the invoices outstanding
Free Webinar! From click to doorstep delivery | Enhance your ecommerce fulfillment process
Free Webinar! From click to doorstep delivery | Enhance your ecommerce fulfillment process April 24, 2025, 12 p.m. EDT As your business grows into the ecommerce sector, so do the complexities of fulfillment. From managing real-time inventory to handling
Zoho Books Invoice Enable Payment Gateway with Deluge
I am using this to create an invoice record in zoho books from zoho crm invoices. I want to add the ability to enable online payment gateway for "stripe". I can not seem to find one article online on how to do this. Can someone help? invoice = zoho.crm.getRecordById("Invoices",id);
Calculating Project Margins and Revenue per Hour in Zoho Analytics Using Data from Zoho Projects and Zoho Expense
Hello, I would like to know if it's possible to use Zoho Analytics to calculate taxes and margins for the projects available in Zoho Projects, while also including the expenses recorded in Zoho Expense. I’m looking to build a dashboard that calculates
Having issue adding email account
Hi Sir/Madam, I having an issue adding an email account (user and group). We have two organization but I am getting an error while adding the account in both User and group. Yet the account is not there. See attached.
UNEXPECTED RESPONSE CODE: 400"
Getting this on all new flows created with a Zoho Campaigns connection
Suburb Categorisation/value
Hi All, I have a list of suburbs that my company services, they are categorised by value to the business using a letter grade (A,B,C,D). When a lead is created I want the workflow to check the project suburb and then assign the related grade to a new
Launching AI-backed product recommendations for ecommerce stores
As Zoho Campaigns steps into its 11th year, we're taking our first step towards artificial intelligence as part of our ecommerce module. Your emails—be they regular or automated— are equipped to carry unique and targeted product recommendations based
Add Custom Text Fields as a component in Dashboards
Hi Team Idea: Adding custom text fields as components in dashboards. This will allow those of us creating the dashboards to better segment the dashboard into sections allowing a better front user experience where we are showing different categories of
FSM API ERROR Code "OAUTH_SCOPE_MISMATCH"
I am trying to create a contact via the ZOHO FSM API https://fsm.zoho.com/fsm/v1/Contacts I have followed the instructions of the API documentation to Authenticate and Create a contact but I cant figure out what I am doing wrong. Bellow are the steps
Important Features Missing
Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargeting
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