Recent Topics
Can I limit the information shown in a chart without filtering underlying data?
Hey there, this is a thing that boggled me for a while in Analytics: Can I limit what's displayed in a chart without filtering out underlying data? Example: I have a simple table with historic sales data (date - revenue) and want to create a chart to
Map chart - Can I remove the longitude, latitude and count that generated automatically in Tooltip?
Is there any way to remove this information in the Tooltip? I don't want to show the exact longitude, latitude, and Count. I just want to keep the columns I drag into Tooltip myself. Thanks!
Meeting Room Booking Software - Zoho Creator
I am trying to create a Meeting Room Booking software in Zoho Creator. I am exploring the default Conference Room Booking which is already there in Zoho Creator. I am trying to replicate the same, but I need the option to get data from the Zoho People
Mail sent from Journey in Marketing Automation not syncing in CRM Contact Details
Hi, I've created a module in Zoho CRM called "test module" and synced it in Zoho Marketing Automation, in a list called "test module list". Then I created just one contact in test module, and it synced correctly in the zoho marketing automation list.
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.
Territory view for custom modules?
I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories: Contacts / Accounts / Opportunities These modules don't have territories: Buildings (custom module) and
New in Writer: Enhanced Content Generation and Formatting features
We are excited to unveil these features that can enhance your content creation and formatting experience. These additions are carefully tailored to boost your productivity and unlock your full content creation potential. Get the scoop on all the fresh
[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool
[Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call
Does Thrive work with Zoho Billing (Subscriptions)?
I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you
Sales tour mapping
Hi Zoho people and users, Wouldn't be cool if one could import an itinerary say from Gmaps, specify a radius along the line and pop ! show a smattering of droplets on the maps, each representing a customer or lead ? Clicking on a droplet would open the
Envato Elements Templates w/ZoHo Commerce/Sites
Hi guys, We're currently running most of our business on ZoHo and we saw the recent launch of ZoHo Commerce that seems to leverage the Sites product and the Cart product. So with that said, my understanding is that HTML & CSS can be used to build a completely
Button for Deal Name copying from Company Name
Hi; I have prepared a function for Button while creating new - first time starting record of Deal - that team would like that name of project will be generated by clicking button after choosing company name - that button - and the mandatory system field
InteGreat 03: Integrating Zoho Creator with Zoho Books
Hi everyone, Today, we'll look at how to integrate your Zoho Creator app with Zoho Books. This is one of the most popular Zoho integrations that our customers use. You can use this integration to automate processes like: Creating quotes and invoices in Zoho Books from within Zoho Creator Accessing quotes, bills, and invoices from within Zoho Creator Linking bills and invoices to a project and performing profit calculations With Deluge, you can use the built-in integration task to connect with the
Zoho books integration with google sheet
I want to integrate the zoho books with google sheet,when I create a new invoice record in zoho books the record should automatically add in the google sheet please give me solution of this. Thanks.
Feature Requests and enhancements: Subform
By The Grace of G-D. Hi, It would make it much easier to use if we could have some more features in subforms: More Columns/Fields Set the size of a column Show the subform in Full Page Width Sorting By Column Please consider The above suggestions. T
Join us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to help
The server is unable to handle the formula cells in your spreadsheet
The above warning has come up on the top of my screen. I can't find how to find out what formula is the issue. There is a lot of data in the workbook, are there any limits to the data. I can remove rows if needs be I just need to balance the amount of
Outlook CRM Plug-in Disappearing from various users
Hi, we've been using this plugin for a while now and all of a sudden it is no longer showing in certain user's Outlook. It says that it's still installed. We've tried uninstalling and reinstalling but it still does not show. Every day it dissapears from
Zoho database
For data warehousing purpose, is it possible to access te the underlying Zoho database? If so, then how is it performed? I am very very new to to Zoho. Thanks
WhatsApp for Business
i have integrated the business whatsapp messaging in crm. i cant find any button to send a message to contact . can we i have api documentation of the same also pls find attachment
What are the formulas behind the system default dashboards?
We want to know the exact formulas especially for the "time based dashboards". For example the "First Time Closure" logic for the "First Call Resolution" dashboard is not very clear. How does the system calculate that a ticket has been closed at the first time? Please elaborate with further details.
Unable to mass update a specific field
Hi there, I want to mass update a field on zoho crm but im not able to as it doesnt show up. procurement list is a lookup field
Automatic replies clogging up our Ticketing System
Hi All, I was hoping someone might have some ideas or solutions about how to manage email autoreplies. When our marketing team send out mass emails through campaigns this can sometimes send a wave of auto replies into desk even when they use a donotreply
Inventory Barcode Creation - Add Picture of Item
Hi I am trying to set up bar code labels and include a picture of the item on the label - any idea on how to add that field to the barcode generator?
Requesting a file upload in Zoho Workplace not possible?
I’m new to Zoho Workplace and am mostly liking it. However, it seems as though collecting/requesting documents is not available in the workplace version of WorkDrive. Am I missing something, or would I need to subscribe separately to another WorkDrive
Sales by state
Hi, I need to pull a report showing our sales per US states. I have looked everywhere that I can think of in the system, but can't seem to find a way to do this. I've also searched on here for an answer, but have only come across a question about this
Pulling CRM Module Data into Zoho Form Text Fields
Hello, I’m wondering if it’s possible to pull data from a CRM module directly into the static text of a Zoho form. Specifically, I’m creating a lead form for a sales rep and would like to pre-populate the sales rep’s name on the form automatically. I
Zoho Forms and subforms
Hi I have made a Zoho form that integrates with my Zoho CRM by adding a record and the corresponding PDF I've created......part way through this form thuogh there is a question that requires me to fill out a different form if the appliance fails "So for
Page Searching
It would be great if the page forwarding that is at the bottom of each section of a customer screen, ie the invoices, payments received, sales orders, etc. could have the page forward or backwards arrows to be at the top of the list as well as at the
Creating invoice based on timesheet
Hi, i'm trying to create invoice based on my time tracked via Zoho Project. I'm trying to figure out why Zoho Books keep rounding the number to the closest hour whatever the option I choose for rounding. It's also mark all hours as "invoiced". The projects
Creating a Creation Date Field in Zoho CRM's Deals Module
Dear Zoho CRM team, I hope this message finds you well. I am writing to kindly request your assistance regarding the creation of a creation date field in the Deals module. I have attempted to add a formula field using the "now()" formula, but I am unsure
Integrate Personal Telephone number with Zoho CRM
Hi Team, We need to integrate our personal telephone number with Zoho CRM system. Is that possible? If yes, how we can do it? Any thoughts would be very helpful. Thank you!
CRM Custom function updating a module record shows the Super Admin user as the record modifier
Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful
Anyone else having auto-translate issues in Desk KB?
I submitted a ticket earlier today, but when I click "Publish and Translate", it marks only two of the many languages as "Auto-translation in progress". Just wondering if anyone else is having this issue, and if so, was there a fix? Thanks!
Function #2: Create a Deal in Zoho CRM when an Estimate is created in Zoho Books
For those who use Zoho CRM integrated with Zoho Books, here's a nifty function that helps you optimize your sales process by adding a Deal in Zoho CRM whenever an estimate is created in Zoho Books. Custom Function: To create the custom function, go to
Better UI more user friendly
Hello everyone, I think all finance apps, especially Zoho Books, would benefit from the following suggestions/ notes: 1. Grouping Fields in Zoho Books: Unlike Zoho CRM, Zoho Books does not seem to have an option to create sections or group fields. This
Generate personalized documents in bulk from your web app with the Merge APIs
Hello users, Did you know that Zoho Office Integrator offers a Merge API that allows you to generate customized business documents in bulk? Create offer letters, payslips, invoices, and more in bulk and store them in your preferred storage location in
Enhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be grouped
Working with products across modules
hello, I added the products module on related lists in the Deals and Contacts module. However, when I added products in a deal, it doesn't appear on the contact records, only under the deal. Aren't products supposed to be global across to the contacts's
Can you sell Subscriptions using Zoho Commerce?
In addition to physical products and the apparently coming soon 'Digital Products', it is possible to sell Subscriptions using Zoho Commerce?
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