Don't change potential owners on lost / won potentials
Hello How do we set up our rules so that when an account owner is updated the owners of closed won and closed lost potentials does not change. We don't want to change all of our historical data for closed potentials. Is there a standard rule to set up for this?
attach client/project to specific line items in PO or Bill
is it possible to attach a client or project to a specific line item in a PO or Bill. we usually buy specific products for specific jobs and would like them to automatically show up in the clients invoice when its time to invoice them. similar to how expenses work, but for PO's and Bills?
язык
Здравствуйте, можно ли изменить язык на русский всего интефейса?
Oh No. It's old Mr. Bean again ;-/
What's wrong with the following please guys, looks good to me ? .... var url = 'https://books.zoho.com/api/v3/invoices/?authtoken=' + token+'&created_time_greater_than=2018-01-24T17:00:00+0000';
Plano e Preço
Qual plano que posso adicionar vários domínios e usuário de e-mail. Sendo somente eu como usuário administrador.
Abschluss Pipeline für Crowdinvestments (Miteigentumsanteile an Immobilien)
Liebe alle, Ich habe für meinen Klienten, eine Crowdinvesting-Plattform in der Schweiz, Zoho CRM eingeführt. Jetzt bin ich dran das Pipeline-Management aufzubauen. Gibt es in der Community Nutzer die sowas ähnliches schon mal gemacht haben? Danke für jeden Hinweis. Grüsse aus Zürich, Urs
InsertRecords with Multi Select Lookup
Hello, Can anyone help me how can i insert record with multi select lookup field values? I have try like below but not working for me 'CUSTOMMODULE1_ID' => 72650000000097190, I have also try Field Label_ID but its not working for me.
Storage does not get empty
Hello, dear Zoho I got my storage filled to capacity. The problem is that deleted old emails does not free the space up. I checked archived emails but they are empty, i also clean the trash. Please, help me. Thanks.
Error Occurred message when adding a new domain "needlearts.net"
I am trying to adding a new domain to Zoho mail using own domain "needlearts.net", but I keep getting "Error occurred" message.
How to repair corrupt SharePoint Database
I would also like to share an article where you can also get simple method to recover content database, documents, list, wikis etc in safe manner. Here you can also find a way to restore your deleted records of SharePoint like: deleted sites with sub-sites. SharePoint stores data of all document libraries, site collections and lists in SQL databases. If SQL databases are damaged, you will lose important SharePoint data.However, SharePoint stores all its contents in a separate SQL Server machine.
Lead Fields Not Populating in Table for Reporting
Hi All, I'm trying to run a report on leads, but it's only showing two fields - LeadID and a boolean field (converted? yes/no) There are definitely other fields, why can I not see them when I build a table?
Bulk/Import invoices for multiple billable expenses
Hi, I have recently started using Zoho books for accounting activities. i have some data backlog that i am trying to enter as soon as possible. I have been using excel and import to do bulk entries for recording payments received and billable expenses (different customers) but i am stuck in invoicing part. it seems there is no quick way to make invoices from billable expenses for different customers. I have to do it manually one by one which is very time consuming. Currently I have about 500 billable
Can client portal host other documents?
I was wondering if or when the client portal would be able to host other documents of our choosing?
PhoneBridge doesn't work with Asterisk 13
Hi. I have an Asterisk 13.17 server configured as our PBX system. We are home office workers so the majority users are softphones installed on PCs and cellphones. I've configured PhoneBridge for my Asterisk server but doesn't work. When I make a call, it is redirected to my extension and the call connect to the destination number. However in Zoho the status remains as calling.... and never show it as connected, so when hang up the call the comments dialog is not shown. Following a capture from my
Workaround for multiple Invoice Auto Generation Numbers
Hello, While I need multiple Invoice Auto Generation Numbers for my business I used a workaround which I will very basically describe below: 1) We create a Workflow when an Invoice is created and we assign a custom function. 2) We disable the Zoho Books auto generation feature for the Invoices. 3) We create a new App in Zoho Creator with a single form which has as many fields as the auto generating numbers we need. So, its field stores the Invoice Number for the next Invoice in Zoho Books. 4)
Get transactions older than 90 days
How can i get my bank transactions that are older than 90days to my zoho books?
Error Occurred message when adding a new domain "petmovers.in"
Hello, I am trying to adding a new domain to Zoho mail using own domain "petmovers.in", but I keep getting "Error occurred" message.
Restore Deleted Organisation
Is there any way to restore a deleted organisation in zoho books?
Outgoing mail disabled for the account disintegradoramedellin@recuperacionesnaranjo.com
Greetings. Please can you help me by enabling outgoing mail for this account. It just did not appear that this account is apparently blocked in your outgoing mail and we do not know why. I appreciate if they unblock me and tell me if I should do something about it so this does not happen again. I recount the account that has the outgoing mail blocked: disintegradoramedellin@recuperacionesnaranjo.com Thank you
overwriting when importing data
Hi I seem to be having issues when I try to import a CSV file to overwrite data which has already been imported. I keep getting an error message telling me that the SKU already exists. I know that they already exist, but I am trying to overwrite them with amended data. Can you please help? Thanks Keith
Change sales order status via api
Fed up with Mr Bean yet ? A little more help with the following if not :-) .... var url = 'https://books.zoho.com/api/v3/salesorders/'+soId+"/status/open?organization_id="+orgID+"?authtoken="+token; What am I doing wrong here ? - keep getting "code":2,"message":"Invalid value passed for organization_id" ? In the wrong place maybe ? - tried every way I can think of & the ID is correct ! From api documentation - https://books.zoho.eu/api/v3/salesorders/{salesorder_id}/status/void?organization_id=1023469
Default bank acount
Hey guys, Will you please consider this ..... I have to set up a default bank account - Undeposited funds - so that all payments go to this account for normal transactions like invoice payments (invoice deposits - staff wouldn't think of changing this)... But when making payments to vendors they generally go out of a specific account & this default account has to be changed every time I make a payment to a vendor. Can we please have a "remembered" account for certain transactions ? Loving Zoho more
Send Email Statement for <Vendor>
It would be nice for the following to be rectified .... Re-size the email template text to fit the row count if under a max size. ( So that a lot of white space is reduced ) Place the "Send" & "Cancel" buttons on a fixed bar at the bottom. Pain in the a%$3 having to scroll down when using a standard monitor !
Improting CSV text shows up as ???
Hello I am importing a CSV and instead of text I get ???. Probably it's because the csv is in my native language so it has something to do with the fonts. Is there any specific font I should use to upload to Zoho books?
Quotation custom
Can I put a box with formulated field? I would like to put a box that is: total amount * differential
Import Contacts from LinkedIn
Hi, just on trial of this recruitment software and wondering if you can import contacts from LinkedIn?
Is it possible to search a field (text) with both "contains" and "not contains"?
Hello I have a field called job title and I want to search records based on this field. For example I am trying to search for CTO. The problem is when I do a searching asking for records those job title "contains" "CTO", I also find a lot of records those job title is "director of ...". What I would like to do is to search this field doing something like this: - contains "cto" - not contains "director" Any way to do that? Thanks
Invalid value passed for authtoken.","code":14}
when i am trying to create or edit custom function getting issue:- " Unable to perform this operation. Please contact support@zohobooks.com.".
Always Tax Inclusive
Why cant you consider ALWAYS TAX INCLUSIVE addition to the existing options.. Since we are doing GST invoices, It is compulsory to keep TAX Inclusive in each invoice. Now we have to update the same to tax inclusive or check and confirm the same. In the retail Invoice there is no option to select the same. so we are suppose to alter the invoice after saving/posting. Kindly help us to solve the issue.
The in why to syn coontact woth fedena school manager
I want to get the student and parent information in zoho books
Custom Invoice/Estimate Numbers
Hello there, I have a specific invoice / estimate number system which was so far based on a number of parameters: For estimates, my numbering takes on the following format: EST-YYAA-MMDD/NN.RR Where, YY is the year in which the estimate was created (e.g. 17 for 2017) AA is a alphanumeric project code (taken from a custom dropdown field called "Project Type" I created under Estimate Preferences, it's 2 or 3 characters long) MM is the month in which the estimate was created (e.g. 12 for December)
VAT KSA Implementing Regulations-Offline System
According to VAT Implementaion regulation of Saudi arabia, it is necessary to have the servers physically available in the country. to follow this rule one in KSA cannot go with zoho books as long as it is Online. Zoho should provide offline access as well. I was in the last stages of its implementation and now cannot proceed with Zoho Online Books/Inventory
How to send a file along with a statement email with cURL and Zoho Books API ?
I'm trying to add a PDF file to a POST request to the API via PHP and cURL. But I cannot find the right way to add it. Every time, I get this error message : Invalid value passed for multipart_or_formdata Here is an example PHP code : $file_path = '/location/to/file.pdf'; $file = new CurlFile($file_path, 'application/pdf', 'file'); $data = new stdClass; $data->multipart_or_formdata = $file; $post_data = array( 'JSONString' => json_encode($data), ); // POST /contacts/{:contact_id}/statements/email
Api
Is it possible to stop automations running when updating custom fields through the api ? I have an invoice delivery date custom field which gets updated quite frequently ( Google Calendar updates Zoho via api ) & I don't want automations to run because of this ! This is a workflow that notifies invoice payment so it's triggered when edited, no suitable field filters available except the statuses ! This will be obsolete when Zoho guys bring out the LONG AWAITED customer payments workflow ! :-)
Create Payment Automation Script
Hi there, I am trying to automate some routine tasks. I have integration with Shopify, all paid orders from Shopify automatically create Invoices in Zoho Books. To track the payment inside Zoho usually you need to manually track the Payment by clicking on this action – https://www.dropbox.com/s/cfkrngbsxkqc4sk/2017-12-16_18-14-45.png?dl=0 I want to automate this process for Invoices that created from Shopify. To do so I have created automation script which will be performed via Workflow Rules. Here
Square Integration - does customer data sync?
I am currently on a trial for Zoho One. I have integrated Square and sales data is syncing seamlessly. The challenge is that specific customer data is not integrating. Only a generic, "Square Customer" is coming over. Is there a way to integrate Sync specific customer information from Square into Books and there sync into Zoho CRM?
Custom functions not working properly since server problems this morning
Is it due to the work load backed up on the servers ? A few have fired up but not all !
Automations
How come the custom functions I've created in Books do not fire when docs such as purchase orders, invoices etc are created in Inventory ?
Fetching dropdown recods based on selection of another record
Hi, I am using Bills category under Purchase in Zoho Books. I need to fetch the other dropdown records based on the selection of other dropdown record value.
Pushing data from Creator to books
I am new to ZOHO. I have had the application about 4 months. I have an online customer apparel business. I would like for my customer to input data in my online form, add all the items detail and submit to Creator. From creator, I would to be able to create an estimate or invoice based a group of items. I know nothing about delug. I have spent the last 2 weeks reading and watching videos. I am more confused now than before. Please help. Where do I start? I have created a form in Creator.
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