Product/Quotes with a Setup AND a Recurring (monthly) Fee.

• Topic Participants

• Maarten van Heeren

• benjamin.bernard-bouissieres

• Wow Technologies

• Kevin Flynn

  

• zoho

• Sticky Posts

• How to Add Users to your Organization in ZohoMail?

  A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________

• Recent Topics

• Use arbitrary images in deluge

  I am sending emails from my deluge code and I would like to be able to include a few images in the email template. While I know that I could put the on a website somewhere and link to them in the HTML, that is not what I want due to email client security

• Report Sales by Customer Location

  Hi, Is there a way to run a report by customer location? I want to be able to see sales by state: Order Number -  Order Date - Customer Name - Customer Ship State  Thank you, Allison

• PDF TO HTML/FORM ENTRY

  Hi i am looking at some solution for PDF processing i receive many sales order in pdf formats I has 2 sections 1st part with all basic details 2nd part with product wise details now i am looking at auto entry of data into a zoho creator form based on

• Capture location upon submit

  Hi guys, just got to know that zoho creator is now deprecated the Address Line 1 and Address Line 2 subfields from the Added Location and Modified Location. and i need the address 1 and 2 to know exactly where my employee submit the form (attendance).  i used creator only for a year and i found they keep on removing good features which makes me think of migrate away from creator. anyway, any suggestion or workaround that i can do to get back the address 1 and address 2? thanks guys. Jeff

• Tip #70 - Exploring Technician Console: Clipboard Sync - 'Insider Insights'

  Hello Zoho Assist Community! Imagine you are a technician helping a customer troubleshoot a complex server configuration issue. The fix requires running a series of precise commands, entering long file paths, and copying error logs from the remote machine

• Automation Series #4: Workflow vs Supervisor Rule in Zoho Desk

  This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused automations through real scenarios and business processes, so you can clearly

• Zoho Trident Windows - Streams Not Visible

  Namaste We’re having an issue with Streams not being visible in Trident (Windows), which is important for us as we share many emails internally. It appears that the feature to show Streams above the Inbox folder, as seen in the default mailbox view, is

• Data Sync

  Hello Team, Super admin enabled the sync between Zoho FSM (Org ID: 170000078905) and Zoho Invoice (Org ID: 170000079301). I checked the sync progress for Customers, Contacts, Services, and Parts, and I noticed an issue with the Services and Parts modules.

• Introducing Product Catalog in Bigin

  Greetings, I hope all of you are doing well. For many small businesses, sharing products and collecting customer interest often involves multiple tools, manual follow-ups, or even building a full ecommerce website. To address this challenge, we're excited

• Enable integration of CRM CPQ functionality for ZohoOne customers using Zoho Finance application

  Hi there. I can't believe I'm needing to launch this idea as I would have thought this was a little obvious. Following a number of conversations with the technical team it's become evident that the CPQ functionality within CRM cannot integrate with Zoho

• Gain deeper insights with Stage History and Associated Products in Bigin Dashboards

  Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin' Dashboard. We'll go over each one in detail. Format Numbers with Ease Previously, dashboards displayed raw numbers like €53,670.06 or €93,034.40,

• Add Color Coding Support for Severity Field in Issues (Parity with Task Priority)

  Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding field consistency and visual prioritization in Zoho Projects, specifically for the Severity field in Issues. Current Behavior: In the Tasks module,

• since the new interface of ZOHO writer can't turn of automatic reminder option for merge documents

  Since the new interface of ZOHO writer I have this problem. I have a large set of templates that I use to send documents to ZOHO Sign. But now in all those templates the box for Sending reminders is ticked, which i don't want. But even if I untick the

• Fix the video flickering!!!!! Please

  All my team members and clients are experiencing video flickering in their meetings. this was not happening with other meeting tools (Teams) so it's not an internet issue. Please we need a fix for this.

• How to set custom Sales Order numbers

  I am trying to create Sales Orders with data from Jotform submissions. Auto number generation is disabled within Books. Whereas the flow Input recognizes the number (40732 in this example), the Output does not. How can I fix this? I'd like the number

• Execute automation and other processes during import

  Hello everyone, We have now introduced the option to execute automation and process management actions on records right when they are been imported to your CRM account. Yes, until now records were not allowed to undergo any automation when they are imported,

• Zoho CRM Note @Mention → Zoho Cliq Notification

  Hi all, Just sharing a custom function that I created in case it's useful to others. I wanted a way for users to receive a Zoho Cliq notification whenever they are @mentioned in a CRM note, while keeping all communication inside CRM. Users are already

• Importing Deals with e-mails

  When I import Deals, I am unable to pick e-mail as selection for Deal Owner ID. If I pick Zoho User ID or Migration ID all the deals still are assigned to me (the user who imported the data). I have the option when assigning Account Owner ID. It looks

• Linking ZOHO API with ICICI Bank api

  has any one tried using ICICI Bank API with zoho creator for making Payments directly from Zoho and also fetching Fast tag details if so please let me know

• Territories as filters

  The territory function within the CRM is great for controlling record access and managing a sales organization however, territories are not available as a filter options within the CRM when creating reports or dashboard components. Adding the ability

• Syncing zoho books into zoho crm

  I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? Thanks

• Reporting Tags as Mandatory Fields on Transactions for Enforced Cost Centre Tracking

  Zoho Books has a Reporting Tags feature which is excellent for segmenting financial data by cost centre, department, region, or project. However, tags are entirely optional. There is no way to make a reporting tag mandatory on specific transaction types.

• Enable Sorting by All Fields in Tasks and Issues (Not Just Limited Columns)

  Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding sorting capabilities in Tasks and Issues lists within Zoho Projects. Current Behavior: At the moment: In the Issues module, sorting is limited to

• Automatically Populating Account Name in Desk from CRM

  Good day, I have a field in Desk called Account Name which is linked to CRM. Whenever a contact name is added the account name looks up the account based on that name, if the contact name is empty then the Account Name field displays nothing, however

• Aggregate & Analyze data using Summary field

  Zoho Project's new custom field is designed to simplify how you track, analyze, and understand your project information. With smarter aggregation, the Summary field instantly calculates an aggregate values like sum, min, max, count, record count, unique

• How to not display decimals

  I need the get rid of the the decimals on deals, price, dashboard and everywhere.. See attached screenshot. Thank you

• Zoho Practice Roadmap

  Hi - interested to understand the roadmap for this product. I think a number of people are watching to see if this is receiving investment prior to exploring more - but it appears to be very quiet on the development front.

• Integration Multiple WooCommerce Stores

  Currently, Zoho Marketing Automation supports connecting only one WooCommerce store per account. For businesses managing multiple brands or stores, this creates operational challenges, as they are forced to maintain separate accounts for each store. Suggested

• Email from CRM being Blocked or Marked as Spam by Google (and maybe more)

  In the past 24 hours we’ve noticed that emails sent via Zoho CRM are being blocked or flagged as phishing, particularly by Google. The issue seems to occur specifically when emails contain links. URLs like www.domain.com or www.example.com are automatically

• Mail Not Working

  Hey. Our mail ID is not working. I’m able to send emails. But if there are any replies that come towards us, I can’t find anything in the inbox. How do I fix this?

• Email adding to existing ticket

  hello Is there some syntax i can add e.g. to the subject line / body of my email that when it reaches the Zoho portal will add the request to an existing ticket. e.g {123} Currently if i have an open ticket and a customer emails me direct, i then forward

• Has anyone integrated Zoho with Go High Level (GHL)? Looking for guidance

  Hi everyone, I’m exploring the possibility of integrating Zoho applications with Go High Level (GHL) and wanted to check if anyone in the community has experience with this. Specifically, I’m interested in understanding: Whether a direct integration is

• Let us view and export the full price books data from CRM

  I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for

• How to use Picklist values language in email templates

  Hello, I'm using multi-language in Zoho CRM and I've prepared separate email templates for each language. My question: how do I make sure the picklist field values in each template are rendered in the language that matches the template itself? This is

• Enable Accessibility Features in Zoho Projects for Zoho One Users (Direct Access First)

  Hi Zoho Projects Team, I hope you are doing well. I would like to submit a feature request regarding accessibility support in Zoho Projects, specifically in the context of Zoho One users. Current Limitation: Accessibility features (such as font controls

• Kaizen #121 : Customize List Views using Client Script

  Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is

• Products in Email Template

  I’m a little confused as to how to add the listed products, from within a specific deal, to an email template. I want to generate said email template when a deal reaches a specific stage and include the products that have been selected for the deal in

• sync two zoho crm

  Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.

• Move a file from one File Upload Field to another

  Hey All, Can anyone help me solve a problem i'm having where I move a document from one File Upload Field, and another. I figured it would be as simple as trying to change the File_ID on the 2nd File Field with the data from the 1st File Field, but it

• Allow Font Size 11 in Editors...

  That is basic functionality...

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