Zoho Commerce Store not updating/publishing changes
Hi there, I'm trying to update some of the pages on our webstore but the changes aren't being published. I've noticed that the product pages are buggy as well and sometimes take 4or 5 times before a change gets published.
Integration with Zoho Booking & Zoho Subscription
We want to have a subscription which restrict subscriber on number of appointment per duration. Is this possible?
How do I run a fulfillment report for multiple sales orders?
Use Case: Let's suppose a Project in Zoho Books has 5 different sales orders associated with it. How would I run a report to show me in one view what items remain to be fulfilled across all sales orders for the project? Something like the view shown in
Lost Ability to Navigate to Other Zoho Apps
I feel like I'm going crazy. Normally when I'm in CRM, there is a Z icon in the upper right next to the settings icon. I could click that and then quick jump to other Zoho apps (primarily Invoice). That Z icon is now gone. How do I get to the main Zoho
CRM VoIP integration - Mac
Our company set up with a new voip provider who said that integration with Zoho CRM would be possible, until we mentioned that we run the business off Macbooks, to which they said that mac's block the integration. Is that correct?? We are UK based and
How to prevent agent action if a linked CRM date field is in the past
We have support contact dates. These dates are held in CRM and are linked into Desk. I want to prevent agents from taking action on the ticket if the support contract date is in the past. This could be by disabling a button, showing a popup, anything
Connecting Portals from different Zoho apps
Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals? It would be great if we could give our customers access to a portal in which they could
Look-up Fields from Zoho Sheet View in CRM Removed: Work around
Looks like Look-up Fields in Zoho Sheet View have been removed. Hoping this feature comes back ASAP. Now I'll need to do export and imports to mass update data, which will take a lot of time.
Auto Save when user goes to next page
Is it possible to auto-save the form when the user goes to the next page and save it as an incomplete form if the user doesn't complete subsequent pages of the forms? This would enable us to capture partial leads.
Scheduling Holiday in Zoho Projects
Is there anyway whereas we schedule holidays within Zoho projects and we will receive a warning or message whether we schedule a deadline on a holiday? I want to have a warning or message if we scheduled a deadline of the project on a holiday.
How to attach a file from zoho workdrive when i send and email
hi i have a question how can i attach a file when i send an email this is my code i made an invoke url but doesn´t work or doesnt attach the file that i have on workdrive thanks etiqueta = invokeUrl [ url: "https://workdrive.zohoexternal.com/external/52nKCovLv7b-LNLhw"
Looking for advanced support solution for support related issues
Hopefully I can explain this correctly. I'm looking for an answer on if this can be done and if so, which app should I use. I'm currently in Zoho One free trial. We are IT focused with many different types of equipment in the field. Scenario: Customer
Using grouping Total is showing wrong for one of grouping in Report .. strange
Hi, In report, based on requirement we have did grouping.. and it was working fine for last few months; but Today one of portal user send this screenshot. Check the total .. instead of 78 it is showing 128 , how ? Please suggest me how should i fix this
Transpose every x number
Can you help me with doing the following using Macros? Transpose Every X Number of Rows in the Zoho worksheet. I have one column saying 'A' with 1200 rows. Using Transpose will be time-consuming at each and every row. Once I select Column 'A', I would
Bad Performance at all applications from zoho
Hello, On 08.04.2022 we have extremely long waiting times for all applications from Zoho. For example, I waited 5 minutes for the calendar today. Please check your performance and improve it. As an IT admin, I unfortunately get many confirmations that
Timesheets for Administrative Employees
We currently use Timesheets in our Projects (with partial success), but the owners want employees to start turning in timesheets as well. My question is, how are you guys doing that For example, an employee has the daily job of answering phones, setting
Need help with B2C Workflow, Process, Fill out Form, Subform
First time posting in this Community! I've searched through this community and just stuck right now. I run a roofing company and want my reps to be able to submit orders that will automatically populate Material Order, Work Orders, populate Estimates
Cryptocurrency payment gateway
Hi, is there a roadmap to integrate a Cryptocurrency payment gateway in zoho commerce ?
Zoho Projects vs Custom CRM Module
Hello, We are looking to refine our implementation process and are open to feedback on if we should utilize Zoho projects or build a custom module within the CRM. Our desired end results are to have a system that is not only fully reportable and can assign
Zoho Project Support Does little to nothing
Are other users finding problems with Zoho Support? I'll often email a problem and they'll respond with stock answers like: "As requested we have made necessary changes, Kindly check and get back if there is any issue or query." I have received this exact
Add sales person to customer
Hello, I would like to have a feature to add a sales person to a particular customer, whenever an invoice is created by default that particular sales person should be added to that invoice. I am aware that while creating an invoice the sales person can
Relating/Associating Records
Hi There, I am having difficulty relating/associating deals to contacts when i am bulk importing deals. I have imported approximately 10,000 contacts each with a unique number (ClientNo). Email address and First/Last Name are not unique to the record.
Configuring a linked service between zoho (CRM) and Azure Data Factory
I am trying to configure a linked service in Azure Data Factory (ADF) in order to load the ZOHO data to my SQL database. I am using a REST API linked service for this which successfully connects to ZOHO. I am mainly struggling to select the proper relative
Journeys and reminder loops
Hello - I am new to Zoho Marketing Automation and have a couple of questions... 1. For the main trigger event. I want to assign an email list to a journey. Would I start with an Open Email trigger (if so, where do I assign the list?), or an On List Entry
Contacts not removed when syncing a custom view in CRM to Campaigns
I am syncing a custom view in CRM with Zoho Campaigns. The initial sync worked great. However, as customers are removed from this custom view in CRM, they are not getting removed from the list in Zoho Campaigns. These customers are not deleted from
Copy customisation - Zoho
This is regarding Zoho copy customisation. site Is there any way to prevent developers from directly making code changes in Zoho People production account? I understand that custom code are written within the deluge editor. However, for future change
What functions can be created using Workflow Rules ?
I have been trying to understand the workflow rules in projects, but there is no certain example I found knowledgeable. Please provide some real project examples so we can understand how and where we can use the workflow rules. Thanks
Can i get purchase orders list filtered by two status (open and billed) in one api request?
I am trying to get a list of purchase orders billed and open in one api request but i cant, i already tried with "https://books.zoho.com/api/v3/purchaseorders?organization_id="+str(orgid)+"&status=open&status=billed&vendor_id="+str(idVendor)" , "https://books.zoho.com/api/v3/purchaseorders?organization_id="+str(orgid)+"&status=open,billed&vendor_id="+str(idVendor)",
Postal code instead of ZIP
In CRM, Expense and certainly other locations in Zoho, there is this ZIp field. the Zone Improvement Plan Code (ZIP code) is US only, but we are in Germany. How can I have the postal code instead of the zip code instead ? Same Question for Switzerland for my next deployment. We have Postal Code, not ZIP. Here in CRM: Thank you
Is there a way to add a chat option to the webinar?
I held my first webinar yesterday, and people kept saying they couldn't see each others questions. I see the Q&A is only visible to the poster and the host. Is there a way to make it into a chat box? Most webinars I attend, people can see each other's posts so it's like a conversation. I asked for responses about whether they could see my shared screen and hear the audio, and people responded and it showed up as a question. I'd much prefer a chat box to a private Q&A during a group presentation.
Prefill data for multiple clients on one form
I am wondering if it is possible to create a form in templates (or anywhere else I can email documents from), where I can add multiple clients' names to a table, and have Zoho prepopulate the table with the client's data? I know it is possible to do
hello, is it possible to use google meet instead of Zoho meet inside BIGIN
Just wondering if there is a workaround for that... some of or customers oblige us to use google meet
Auto Complete field with Year and Day
Hi, I am looking at the functionality of when a date field is created, a custom function that will fill in two fields with a number for Year and Month. e.g Date Received 01/04/2022 it to fill in these records with this data Month - 04 Year 2022 How
Heading vs Text in Mega Menu
Hello When I choose a new menu item in the mega menu to show as 'Heading', there doesn't seem to any difference in appearance to show as 'Text'. I'm assuming there should be a visible difference between them. Is there something I'm missing? Does it
Customer ID (automatically generated)
Hello, for our customers we need a unique customer id for every company and for every private customer. So for this scenario we seen, that Zoho Books already have a integrated functionality for auto generated numbers. So first we setup a custom field
Balanced Scorecard
Has anyone tried to implement Balanced Scorecard with Performance Management module?
Integrating Data into our CRM
We are using ZoHo as a company. On the CRM there is the Accounts Module. What I would like to do is to pull data into the accounts module when the account record is viewed. Through an API we have written you can use a GET to pull back a Health Check
Add accounts-related columns to tickets view
Hi, Is it possible to add a columns to the tickets view showing a field from Accounts? 'Account name' is available as a column in tickets view, but it looks like that is the only one. More specifically, I have added a custom field to Accounts (showing
Mail box deletion
Hi i have deleted by misate on of the user account, possible to recover the same ಅಭಿನಂದನೆಗಳು / Best Regards Ramprasad K A Aarohi IT Solutions Private Limited 1065, 16th Cross, 1st Stage, 1st Phase Chandralayout Bengaluru - 560 072 Mobile +91 99
Advanced filter which support more character or excel file
Hi Team, We have the ZoHo enterprise version, and we have around 137K records in the lead module and it is increasing day by day. We have created one custom field called "Device Serial Number", Each record has a unique device serial number. as you can
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