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
Article https://www.zoho.com/fr/one/guides/building-your-website.html de haut niveau intéressant , mais
Bonjour Bonne idée cet article qui permet de voir tout ce qu'il est possible de faire. Enfin presque :) Nous avons une partie récurrent( subscription) mais aussi vente d'article(commerce) et nous sommes en cours de mise en place de landing page avec
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
Password history and change every 30 days
Hi Zoho Desk team, In zoho one or zoho directory security policy, How far back does zoho remember the passwords and not let user recycle the past passwords?
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
Update ticket Field in zoho desk
I'm a beginner at using Custom Function on the Zoho desk; I'm trying to update a field in the ticket template. I have 2 fields in the ticket template [KM, COST]. The cost should equal 2*KM. For example, if KM = 100, then Cost = 200. I created a workflow
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
A starter issue
Hi, i don't know if i can make this kind of question here, but, i almost start to using Zoho Analitics then i'm struggling on some point to use functions. I'm trying to use an agregate function that not work for some reason: count_if("VENDAS OI"."DATA
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
Zoho One: Go From Apps To Operating System
We've planned a series of free online workshops for our APAC customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. In our next
SAML authentication with Keycloak IDP fails
Hi team! We have configured SAML on Zoho and our Keycloak according to instructions: https://help.zoho.com/portal/en/kb/desk/for-administrators/user-access-and-security/articles/setting-up-saml-single-signon-for-help-center#Keycloak_IDP After clicking
Common Questions Raised by Recognized Entrepeneurs about Zoho One | Encaptechno
After having helped so many organizations & individuals with Zoho One, I have prepared a basic set of FAQs for anyone starting their journey with Zoho One. Q. What's included in Zoho One? A. Zoho One comprises more than 40 enterprise-level online applications
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
Automation of generation of grant token
My application which is developed in python requires me to use the Zoho books to create payment links, invoices and others whenever there is a requirement. I have gone through the entire docs of the Zoho books and there is grant token that needs to be
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
Timesheet field layout rules
Is there a way to control the ability to view fields on Timesheets based on Roles, or with a layout rule? We want to display a field for Timesheet Approvers only, without the user entering time seeing the field.
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
Pivoting a table of survey data in SQL without PIVOT
I have a table called Responses which contains survey responses using the following structure. RespondentID | QuestionID | Text gzolehana
----------------+------------+--------------------
745000000144003 | 1 | 424847508003102140
745000000144003
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
Zoho Desk profiles disabled in strange case !
Hi All We have been customers of Zoho for more than a year, we had many problems and they were resolved by Zoho support teams. This time a strange problem occurred, which is as follows: We use Zoho Desk to manage our customer support tickets. A month
(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.
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