Need help with Square
Hello, I've read the Square integration documentation as well as old threads here on this topic and am still confused. We have enabled both Square integration and Square payment gateway, but from reading the forum I think we only want Square payment gateway.
I am alone ?
Good day, I ask the question because I find customizing Zoho Desk extremely cumbersome and complicated, and when contacting support all the do is point you to a link. For the life of me i can't figure out how to implement a basic way for users to submit
How to add List Price as a display column in the related list of pricebook
Hi I would like to add the list price as a column in the product related list of Pricebooks. I dont see it as an option in the drop down. I can only see the unit price as an optiont to select. Since the list price is specific to that pricebook, I would
APAC Online Workshops - Automating Repetitive Sales Processes With Blueprint
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. A workshop
This Week in Zoho News - CRM Zen Show Episode 135
Click HERE to listen to the podcast. Zoho News PageSense Palooza A TON of new updates and features added to Zoho PageSense: Introducing Pop-Ups and Banners Collect Visitor Feedback with Polls Re-Engage With Visitors Using Push Notification Deliver Contextual
Zoho Mail Vs Google??
I currently subscribe to Zoho One and overall I am very Happy. I came from Office 365 and feel that Zoho is better for my needs. I do use many of the apps but as construction company I find myself using WorkDrive, Projects, Cliq & CRM extensively. I
Using the same Journey on several Lead Lists
I have 1 journey that I would like to use for several email lists. What is the best way to do this? Should I duplicate the Journey, then link the new Lead list and Activate or is there an easier way to do this? Thansk
How to search for related records in Zoho Books?
Hello, Deluge reference documentation here: https://www.zoho.com/deluge/help/books/fetch-records.html Note: This is in a Zoho Creator function I'm having some difficulty writing a function in Deluge which will search for related records in Zoho Books.
Create blueprint
Hi, I'm a zoho one customer. I create a survey to integred some leads on my CRM. Today I am stuck. Cannot match a field of the survey to create my blueprint. has anyone ever encountered this problem? I tried to create a pick list but it doesn't match
Must be connected to the Internet to access (any) passwords?
Last week I was on an airplane and needed to access my Gogo In Flight password so I could get on the Internet. So I attempted to open Vault on my Android phone. But it would not allow me to open Vault because I was not connected to the Internet. A bit
ZUG Virtual Zoho One Meetups - March 2021
We have opened up registrations for the Virtual ZUG Meetups for March 2021. In these meetups, our Zoho experts will discuss basics of Zoho One - an overview of the unified One console, an outline on custom fields, tabs and more. Here are the details of
Trigger Invoice Creation based on custom field?
Can anyone help me with a function to create the below scenario: I would like an invoice to be created automatically based on a change in a field value in the Contact Module. For example, let's i have a custom field in the "Contact" Module called "Status".
Emails sent from ZOho CRM
Hi colleagues, I am sending an email to a contact in ZOHO CRM and adding 1, 2 other contacts (also recorded in CRM) in cc. I then want to go into the record of each person cc'd on my email and see the email there. This however doesn't seem possible.
Select specific contacts from email campaign to follow up after opened or clicked on campaign
Is it possible from the campaign area(or any area for that matter) to send a follow up to select contacts that have opened or clicked on the campaign vs sending to everyone who opened it??
Mail Failures
Hi all, I am having difficulties. I am a local Neighbourhood watch co-ordinator and I tried to send a group mail to my neighbours today and all were rejected. Each rejection was accompanied by the following comment. XXX Family on 25/02/2021 09:12
Real Login ID
I am really scared that you expect the (real) userid by functions, but there's no option to read the real user id. What do I mean: Having the option within several functions to add "createdBy":"userid", there's no option read this. https://www.zoho.com/deluge/help/system-variables.html
how to manage independent sales agents in CRM?
I close a significant share of deals through independent sales agents, i.e. people or companies that are not part of my organization. They get me in contact with possible customers and once my invoice is paid they receive their share. Or, sometimes I
Zoho One, recruit and CRM sync
We have just migrated to Zoho One and were reassured that there would be no disruption to service, that we could continue accessing apps as we were pre migration. Unfortunately, this doesn't appear to be the case. I no longer have clients in recruit,
End users exporting dashboards as PDFs
Hi, I have recently created individual clinician dashboards and given our paramedics and doctors links to show them things around clinical exposure and skills when they attend patients. I know i can print the dashboards to PDF as a workspace admin but
SIncro Bigin/Books
HI ! We have try to synchronize Z.Books con Z.Bigin, we get this error message "This Zoho Books Organization has already integrated with another bigin / Zoho CRM organization. PLease contact your zoho books admin" Books we have it attached to Z.CRM with
Adding products to quotes / sales orders quirk in the new Zoho CRM UI 2021
I must have missed the memo or something, but as an admin, I didn't know there was going to be a facelift to Zoho CRM. Anyway, I actually like it! aside from wanting to know in advance of these types of changes, a user reported funky behavior. When
I cannot change a certain channel logo :(
I currently cannot replace the image in the screenshot below. An error comes up: "Unable to process your request". The above is a screenshot of the developer tools showing the response to the image upload request. What should I do??? Cheers, Aline
Zoho One- for Customer Success
Hi Zoho community! We're relatively new with Zoho One solutions. As the Manager, Client Success I'm looking to speak with other leadership individuals who have leaned on Zoho One products to streamline and simplify your workflows while leveraging all
APAC Online Workshops - Managing Your Customer Pipelines With Bigin
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. We'll be
Zono one and email accounts
At the moment i am using the free edition for mail. will soon be upgrading to zoho one. How do i create department emails (e.g affiliates, accounting). Each user has their own licence, but what about department emails. I can add them as alias in my own
Missing data/database/application
Good day, I created an application with Zoho a few years ago. When I log into my existing account, I am unable to find my application, or any of my entered data. The name of my tool is called Suministe. Thanks.
Automatically close a survey on a Date/Time
Hello, Sometimes (often) investigations are planned and have a deadline. Not wishing to forget to close it, I wanted to know if there was a way to automatically close a survey on a certain date and time ? If yes, can we configure it and how ? Regards
Looking for web developer for our company website using Zoho sites
Hi Looking for web developer for our company website using Zoho sites Contact me on Skype : mifiji.com.fj or email on phillipb@mifiji.com.fj
Cost of Goods Sold Report
Is there an available report that will display this information on an SKU level: Invoice Number - Sales (Selling price per SKU) - COGS (per SKU)? My current view only allows me to see the Journals based on totals per account.
Cannot connect Godaddy domain to the email
I did everything CNAME and TXT it wont connect?
Pictures/presentation on iPad
Hello, Is it possible to upload a catalogue/pictures or a presentation on the Zoho CRM for iPad use ? The purpose would be that we can show to prospects and customers pictures of our products, projects, ... I have tried to upload an image in the Documents
how can people outside the organization view and modify bugs?
Hi! I'm new to Zoho bug tracker and I was checking out how it works. how do people from outside my organization see the bugs and modify them? are they "client users" and I give them access? should they make an account or is it more convenient than t
Zoho Books and 2Checkout integration, Error message after payment!
Hi, I am having problems with my integration of 2Checkout and Zoho Books and the Zoho Books support team just does not respond. Is there anyone else who has this integration setup successfully? If so, perhaps you can help me. We are using 2Checkout as
Shipment Order/label
Hey, I simply need a shipping label with my address and the address the parcel is going to - it's for something I'm hand delivering myself (which is fairly common for my business) but leaving it with a business centre receptionist - so, it's useful to
The CRM sales orders are not synchronized with the Books
Hi, We have a problem, the CRM sales orders are not synchronized with the Books sales orders and we need them. What could be the problem? We have synchronized all these orders between within the CRM and the CRM does not send the sales orders to Books:
Bug between Zoho Analytics and Zoho Projects - Duration shows in days in Analytics and Hours in Projects
Is anyone else seeing that Zoho Analytics does not accurately show the budgeted hours for projects. It is changing everything days and setting the duration field (which I believe is related to "Work Hours" in Zoho Projects to "1" for everything. Here
How to add subform product details into quote template
Hi Zoho Community, I'm exploring the quotation module. We sell trips therefore I have created a list of products that are packaged tours that contains sub forms which are itineraries details. Issue is : when I send a quote only the product line is shown on the template, I would like to add the subform as well in the quote . Is that possible ? Any work around suggested ?
Cliq
Hi I am a huge fan of the family of apps and love the fact they mostly all integrate with each other, But sad at the fact that I am still having to use SLACK for my communications platform. We are a recruitment agency that deals in large volume recruitment
Test emails are not sent
Good evening, I've been trying to send test emails to test my campaign to a few emails. Every time, I got the message that the test campaign was sent successfully but no email is received at all. It's not even in the spam folder. I tried to change the
Exposing Leave Module to Analytics of Zoho People
Hello Team, It would be really great if we can expose the leave module to analytics(Both Standalone as well as Inbuilt in Zoho People). There are many requests for this from our clients. Hope this gets released soon
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