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5 powerful ways to boost e-commerce customer engagement with Zobot
E-commerce has been a game changer for the past decade. It has drastically influenced the way people purchase. This pandemic broke all the existing rules by embracing automation and making the customer experience more personalized. Chatbots play a crucial
Progressive Discounts
We need to be able to apply more than one discount after the sub total. How would we go about doing that in zoho books and zoho inventory?
How to select alternate invoice email notification template
When we reissue an invoice, we want to send a different notification email. I am able to set up the alternate email body using Email Notifications/Invoice Notification settings, but I can't figure out how to attach that template to a specific invoice.
Create/Update Query Tables through API
We need an API to edit the query tables. Currently if columns are added/removed from a normal table, we have to edit the query tables made on top of that table manually to reflect the changes. We want to automate this task to automatically update the
Is there a way to programmatically open the zoho business chat?
I'm integrating business chat into my website. Is there a way to programmatically trigger opening the chat?
Mass Change Start Date in Recurring Invoice
Need a way to update start date for large number of recurring invoices. Either bulk update option for that field or an import function with the ability to set "duplicate handling logic" (like when importing customers) so that one (or more) field can be
Zoho Books Invoices Templates
It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in
Backup & Restore
We need a better tool for comprehensive data back-up and restore. We are investing in Zoho Books as a tool to run our business and the data we input into the system is vital so having comprehensive and regular backups is not only key but a fundamental requirement for any responsible business. The current backup system does not provide complete data backup and the process to import the data is also flawed. Exported files size are larger than the allowable import size Some exported files have different
Zoho Books Custom Views do not allow "Empty" and "Not Empty" to be evaluated in criteria
In Zoho Books, we can create a custom view for most modules (like Invoices and Bills), and we can try to specify a criteria. However, we cannot evaluate in criteria whether a field is empty or not. This is very bizarre! Every type of criteria across all
Allow Option to Modify Check Voucher. Need Additional Columns from Bill
We really want to add a custom field/value from a Bill to the check Voucher. Is this possible? If not, why is there such a restriction? We are having an admin hand write information on all the vouchers, even though the information already exists on the
Zeptomail Support
My zeptomail was blocked and i was notified to contact support. I have opened five tickets and no one is responding to my queries. I went through possibilities of the block and discovered the issue was due to suspicious mails sent through one of the mailagents.
How to export customer contacts from Zoho desk
How to export customer contacts from Zoho desk
How can I disable Zoho Business chat from spamming Chrome's console logs?
I don't want Zoho logging to console. Here's what it's logging: STOP! vendor.bd5618bc1416dabeac98_.js:45 This is a browser feature intended for developers. Do not enter or paste code which you don't understand. It may allow attackers to steal your information
Delay Function
Hello, I would like to emphasize the importance of incorporating a delay functionality within custom functions, particularly in the context of integrating multiple platforms. As I understand, a delay function is not available by default in Zoho. However,
SalesIQ Channel Icons for Ease of Reference
Hi, team! It would be neat if on the mobile SalesIQ app, similar to its web counterpart, we could see the unobtrusive icons for social media channels for all chats. Now that I have multiple such channels (so cool!), it helps visually separate them, seeing
How to configure Zoho for multiple email addresses, on multiple domains, so all mail is received in a single Zoho paid account
I have four email domains and each of those domains has one or more email addresses. I want to point any received mail from all four of the domains, for all users, to a single mailbox, and if possible to only subscribe to that one mailbox. How would I
can not receive or send email through POP
Hello, I have not been able to receive or send email over POP from my zoho account since the Jan 29. New email is still visible through the web view, the POP shows ssl error code 5, it is wired that I have not made any changes with my POP settings, the
we can assign ticket to offline users
we can assign ticket to offline users
Sort table using GROUP BY.
Hello guys usually I sort a table with sort option and it works fine. But for my need I use GROUP BY feature and I try to sort my table by GROUP BY and inside the GROUP BY to sort on specific column. It seems that the option to sort TABLE is disable when
Problem (again) with Answer bot card in Zobot
Hello, I'm building the Zobot for my company and I meet some issues using the Answer bot card. The main one is that even if the question is clear and related with a FAQ or an Article, the chat bot doesn't recognize the question and can not answer. This
I cant recieve emails help
my email address is support@rootify.in
A decade together - Thank you for being a part of the journey with Zoho Social!
A decade ago, we started Zoho Social with a simple vision: to make social media management easier, smarter, and more impactful for your business. What began as a small idea has grown to a powerful platform that helps businesses across the globe reach
Duplicate entries / Erratic entries in Bookings. No resolution for months now. Ticket Numbers 111467277 and 110557136
Hi, To whoever is actually listening at Zoho, I am beyond frustrated with the persistent issue in Zoho Bookings where calendar entries keep getting duplicated from the CRM and Google calendars. This problem has been going on for far too long, and despite
Exciting News: WhatsApp Templates is now available on Zoho SalesIQ!
We are excited to announce the launch of WhatsApp Templates on SalesIQ, a highly awaited feature that will take your business messaging game to an all-new level. This is going to help you enhance your communication patterns, while also allowing you to
Generate a QR code from Form data
Hi everyone, Simple function from which I can't seem to find other people in the same case. I want to create a form with a few fields (client name, product name, date). Whenever the form is filed up, a QR code is automatically generated from the data filled in and available for printing. Is that not possible? Looking much forward for your help! Cheers.
How do I check when a date field in Zoho Projects has been changed from a flow?
I am trying to create events in a shared Outlook calendar based on a custom date field in Zoho Projects. And I have a trigger to create the event with the date from this field when the project is created. But if this date changes in Zoho Projects, I need
Spreading Love, One Ticket at a Time
At Zylker Techfix, customer service wasn't just about solving issues, it was about creating meaningful human connections. The team believed that every interaction was an opportunity to understand their customers better and offer solutions that truly made
Can you increase/decrease the font-size of all messages?
The size of text for all the messages I get are too big. I want to know if I have control over this?
Zoho Creator Get Records Integration Task
Trying to use Zoho Creator's Get Records integration task to fetch records from a specified report in Zoho Creator: https://www.zoho.com/deluge/help/creator/get-records.html However, I continue to receive a code 2894 error saying that the report is not
Where can I transalte Next/Prev button in Card mode?
Hi, I can't find a way to translate Next/Prev button in my form displayed in Card mode. I know it is possible to do that in standard form but how to do that in the card mode? Best regards Pawel
Half Up Front... Half On Delivery
I have a service business, in which I ask my customers for half of total payment up front, and then the second half once we've finished the project. Would be great if Zoho Invoice could automatically create two invoices, each for 50% of total. Currently,
Possible to use REST API without a user to perform the interactive login?
Hi, I am hoping to use the CRM API to push data into ZOHO CRM from our enterprise application. This may need to happen at any time of day and there could be a long interval between calls to the API. Also, there will not be a user triggering the request
How do I visibly display the Contact Unique ID on the Contact page?
We've used Zoho's API to connect it to our website. The website keys off of the Zoho Unique ID for the contact. Because of this, it's important when merging duplicates to know what the unique ID is for the contact. Is there a way to display the Unique
One editable subform entry to more than one parent record (of the same parent type)
Is it possible for two records of Form A to share a subform B record? As in the subform B record shows up and is editable in both of the Form A records and when I create a form A record I can associate it with other form A records through deluge. I'm
How to add royalties in Zoho Books?
Hello, I am a bit thick at the moment, but how do I add royalties I receive from, for example, Amazon? I do not invoice them obvs; they just pay (sometimes only pennies :-( ) How do I categorize them when trying to categorize the transactions? I really
Overview on users IMAP settings
We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to update
Create Dashboard with information pulled from multiple modules?
I am looking to create an overview dashboard for each account we have within the CRM. This will need to include information from Books, Bookings, Analytics (want to see the graphs). I am new to using Zoho but am trying to help streamline our processes
BUG ALERT: Client Script + Commands -> $Page contextual data is not updated
When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the following
Issue with TrialDays Disappearing When Editing Subscription
Dear Zoho Support Team, I encountered an issue while editing a subscription in Zoho Billing, and I would appreciate your assistance in resolving it. Issue Description: I created a subscription with a future StartDate and set TrialDays > 0. The activation
Email > "IMAP - Inactive" notification: Notify Admin when disconnected
Is there a way for an admin to get automatically notified when a connected email account becomes disconnected? For example: We use gApps for email and have connected it to the CRM. Sometimes, these email connections need to be re-authorised and the connection
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