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• Recent Topics

• Reporting on open pipeline value over time

  I'd like to use the stage-history table to be able to look at how much our open pipeline of potentials was valued at at any given time in the past in order to compare it with the present.  I don't see how to do this using the current table or how to join it to another table.  Basically, I want to see a "snapshot" down to the level of the day of the value of the pipeline.  This seems like it should be easy to do, but I can't figure out how to get a date column into the report.  Stage history only

• Set a workflow/event for when changing quoted Items on a quote?

  Hello, i would like to know how i can trigger some kind of event (zoho script or function) upon adding or switching the quoted Items of a quote? My objective here is that i want to price products dynamically according to the value of a field. Our products

• Zoho Sites - Product Page

  How can I make my product page more comperehensive?

• Create Payment Api failure { code: 57, message: 'You are not authorized to perform this operation' }

  const url = 'https://www.zohoapis.in/books/v3/customerpayments?organization_id=600341085'; const token = '1000.0ecc513369f1788b6ecef06668f7835f.6b59d46c9d35621b0a33fd489f4ce320' const reqdata = await request.json() const repsonse = await fetch(url, {

• Request to Add Loyalty Program Feature to Zoho Books Standard Plan

  Hello Zoho Team and Community, I’m a small retailer, and I've been using Zoho Books to manage my billing and accounting. As a retailer, customer loyalty is essential to my business. Offering a loyalty program where customers earn points for their purchases

• Introducing Simplified Skill Management and Secure Custom Views

  We’ve introduced enhanced Skill Set interface for managing skills and improved options for securing and describing your custom views. Skill Set UI Revamp The Skill Set feature in Zoho Recruit now has an updated user interface designed for clarity and

• Is the "schedule 10 mass emails/module" limit a per user or per organization limit?

  For scheduling emails out of Zoho CRM, there is a 10 scheduled mass emails per module limit according to Zoho documentation (https://help.zoho.com/portal/en/kb/crm/faqs/emails/articles/how-to-schedule-mass-emails-in-zoho-crm). Is this limit per user or

• Learn at your convenience with our brand new Ebooks

  Equipping our customers with smart project management techniques to navigate together in an ever evolving industry is our top priority. In that context, we’ve brought in a new addition to our learning materials- Ebooks. Ebooks help you learn on the go

• SMS related costs Zoho Campaigns

  Hi, in my company we need to send bulk SMS but we have some questions that are a bit confusing to answer with all the information. To send SMS in USA we need to register a 10DLC according to the documentation but it's not clear at all if this is a one

• Catalyst DB is insufficient for many use cases

  Hi all: I've been diving deep on full stack application development inside Zoho Catalyst. I've been using catalyst for serverless compute and API gateway for a few years, but I haven't used the DB beyond simple storing of app data. As I was working through

• URL for candidate to register, but not to specific job

  Is there a generic URL we can give to candidates for them to fill out a generic application so we have them on file? As a temporary solution we have been giving out the URL for a specific job posting but they do not fit the job description and sometime we do now want to create a specific job to get them in the system. Thanks

• Where do I change the Display Company Logo for the chat window header.

  Currently the image is the default SalesIQ, I have changed the Company Logo and Favicon in the Rebranding->logo section but this does not affect the chat window.

• Cost of additional Zoho Analytics Portals

  All I can find in the documentation is that additional portals cost $25 Is that a one off cost of $25? $25/year? $25/month? $25/user? Please can you clarify

• Custom Views, Labels, and Color-Coding in Zoho Desk

  I've come across a custom view feature in other ticket management software that I would like to ask be implemented in Desk as it would fit quite nicely with Desk's fluid interface. Basically, it allows users to create custom "queue" views based on whatever

• Adding Attachment to Desk Ticket via Deluge

  Hello, My team has a process where some people are entering information into a workbook in Zoho Sheet, and we need to get a copy of workbook into a ticket in Desk. We currently have a 'Submit' button on the Sheet that triggers a webhook to Flow, and from

• Removing To or CC Addresses from Desk Ticket

  I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email.  For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This

• 【開催報告】 ユーザー交流会 2024/11/21（木） Zoho CRM / Campaigns / SalesIQ を活用した マーケティング、営業における売上拡大・業務効率化への挑戦

  皆さま、こんにちは。コミュニティチームの中野です。 11/21（木）に大阪でユーザー交流会を開催しました。本投稿では、その様子をお届けします。当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 （Zoho セッションの登壇資料については、東京開催分の開催報告で共有いたします） 今年2回目の開催となる大阪でのユーザー交流会では、船井総合研究所 加藤さんによるZoho One の事例セッションのほか、 「Zoho CRM / Zoho Desk のワークフロー」をテーマに参加者同士でZoho

• Retrieve Multiple Invoices With Details In One API Call

  We can bulk retrieve invoices using: https://www.zohoapis.com/books/v3/invoicesinvoices/... https://www.zoho.com/inventory/api/v1/invoices/#list-invoices However, this does not include invoice details such as line items, etc. To obtain invoice with details,

• Responsive Image with Max Original Size

  On Zoho Learn I see two image dimension options: "Original Size" and "Fit to Width". If I choose "Original Size" the image is not responsive to different screen sizes or devices. If I choose "Fit to Width" the image is responsive, but it can be larger

• Major Zoho Meeting Issues

  Since Covid-19 breakout, we have started using Zoho Meeting a lot and we are hosting webinars on it almost every week. We have found some critical issues that negatively effects the experience of participants and also for hosters. Sharing these critical issues with you, if you have a chance it would be very beneficial to have some updates about these features; At webinars We can't have multiple webcams displaying. Nearly everyone have complaints about this feature. We also can't see oursevles (as

• Persmission is automatically getting revoked in "functions" of zoho cliq

  Iam developing a bot integration in zoho cliq using catalyst. In the cliq.zoho.com/developer page i created a function and i assigned a form submission action event for triggering the function. Everything was fine but the function is not getting executed

• Always Match Destination Formatting while Pasting

  How do I always match destination formatting when pasting in Zoho sheets?

• Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

  We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other

• exchange rate tab switch off

  Hi Team, I want to switch off exchange rate tab. When I am submitting expense in USD it's fine because my base currency is USD but when I am submitting expenses in INR or any other currencies it still says USD in report. can you help me if one user can

• Exchange Rate Updates

  Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!

• Is it possible to schedule in ZohoDesk Extenstion

  Hi Team, I have a use case where I need to schedule an action at a specific time. For example, closing a ticket at a certain date and time. Is it possible to accomplish this in the Zoho Desk extension? According to the documentation, it seems that this

• Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato

  " Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato" Hi need to send email, how can fix this? Thanks, Alice

• IMAP bcc emails from my Gmail account to CRM

  I noticed that emails that I BCC to a customer using Gmail, do not come into Zoho CRM via the IMAP. Is there a way to configure that so that we can keep the history on BCC emails?

• Email Scheduling / Send Later

  @Zoho, I would like to be able to Schedule Emails to send later like in Zoho Mail and Zoho CRM, any plans to have this added?

• How can I have the value of one Custom module's field automatically pasted into a submodule's field?

  Hi there, I tried and start from a function I created before (to copy/paste adress details from Account into Contact) to have the content of a currency field pasted into a another currency field within the module's submodule: rec = zoho.crm.getRecordById("CustomModule4",ImpiantiId);

• Client Script | Update - Introducing Commands in Client Script!

  Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands

• Automation#23: Automate Guided Conversations in Zoho Desk with Business Hours

  Hello Everyone, This week's edition introduces a custom function designed to automate Guided Conversations in Zoho Desk, based on your business hours. With this feature, you can align the bot's behavior with your business schedule, ensuring a smooth and

• Ability to add multiple Stripe accounts for payments?

  We have two streams of revenue under our business.  Is is possible to add two stripe accounts (it’s under our main business in stripe). And assign that to the each of our customers ?  We want the the credit card statement or descriptor to reflex what

• Zoho books auto deletion happened because of inactivity - any options to get it restored?

  It was a shocker to see a mail with the subject like "your organization ---- has been deleted". We were in free plan for couple of years because of no business and Covid 19 pandemic. Even mail servers were down due to some issues. But after restoring

• Latest update in Zoho Webinar | On-demand webinars

  Hello everyone,We’re excited to introduce our new on-demand webinar feature, you can now provide pre-recorded sessions that your audience can access immediately, no need to wait for scheduled sessions. Benefits of On-demand webinars : Scheduling flexibility

• Cash Basis VAT RETURN REPORT Required in Saudi Arabia

  Zoho Books in Saudi Arabia are not showing TAX RETURNS report on CASH Basis.. It only showing accrual basis. Oforur requirement is both reports (Cash Basis and Accrual Basis ) , same like indian Edition of Zoho Books showing. CASH BASIS RETURN is our

• UAE TRN - I have a TRN But not registered for VAT Can't display my TRN on Invoice

  I am registered for Corporate Tax. But I am below the 375'000 threshold so not registered for VAT. I cant display my TRN unless I turn on "is your business registered for VAT" Can anybody advise please

• Team Inbox Offline in Australia

  This is impacting all agents across all our sites. I cannot find a log for TeamInbox on https://zohostatus.com - where does one track TeamInbox outages? Does Zoho have a rapid response page to report outages? With no phone number to call, one cannot rely

• ZOHO API / KEYYO API

  Dear All   I am located in France , I would like to find someone who have developed already  a connecting process  between  ZOHO API  and  KEYYO PI    KEYYO  is  a phone IP provider.   I would like to  get some one  which have already done  or  which is interesting to develop all together.   thank's for you news.   You can  exchange by mail : jleveille@msccocept.com or Phone : +33 6 78 80 90 16 best regards.

• Hide Form Pages

  We are working to convert our forms from Jotform to Zoho forms as we are able to save and continue with Zoho forms. One aspect I am unable to replicate is the ability to hide an entire page in a form based on the answers at the beginning of the form. We have 13 pages in this form and based on those yes/no questions we could cut the length of the form down considerably. It seems the only thing I can do is skip to a different page rather than completely hide a page. Is there a way to hide a page instead

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