Taxable - Non Taxable Items
I'm having trouble using the Taxable non taxable feature. Mainly because in the US Tax is set by region, not by product. The way im trying to add Tax is by using the the Tax field in the Sub Total Section. I do this because the Tax should be applied to all products in the sales order, except the non- taxable items. What I'm finding is that I'm supposed to add the tax individually to each product, (which the system is actually not allowing me to do saying "There is no Tax Associated with this
How to invite to users for ZOHO One account
How to invite to users for ZOHO One account : First of all , You need to sign in to the ZOHO One Admin Panel. After that follow following below steps to invite single OR multiple users in your Admin Portal.
Display data from multiple modules
Hi, I’m new to Zoho and I’m struggling with a concept. I’m trying to create a screen that consolidates info from multiple modules together. I’m hoping to be able have a single work screen for my leads. the challenge I’m struggling with is that I can only have 5 lookup fields in a module. I would need a lot more than 5 to be able to get everything to display in a module. The screen that I want to build would allow me to see the important data and open the corresponding module to add/modify additional
Unable to process your request
When I try to add fields to Analytics integration with Zoho CRM, I get this error. Our organization id is org20060445563
Contract / CRM Parent Company
Hi, When we create accounts with multiple addresses one being a parent, Is it possible for the parent to have a contract within the desk and all the child records honor that contract? We have some customers with around 20 locations, but the contract is with the parent. Otherwise we are managing multiple contracts per same customer location and becomes difficult. Thanks Dave
Use a function to access the Contacts "Account Name" field from a Webhook?
We are trying to sync contact and account records with an external system. Unfortunately, I discovered the contact record lookup field 'Account Name' which associates the contact to an account is not one of the available fields in webhooks. I'm not sure why, but I know it has to do with it being a lookup field. It contains a value when set so I'm not sure why you can't access that fields value!? So what are the workarounds? Being new to Zoho and the functions and API capabilities I feel a bit
Quote Templates
Our company has been using Quote and Invoicing templates for years and we need to import the HTML code to create templates with the same look and feel to which our customers are accustomed. We have tried the templates supplied with Zoho but our customers are complaining as its confuing for their staff. How can I import HTML code to create our own templates.
How create new organization tab in ZOHO One
How create new organization tab in ZOHO One : It is used to organize all apps in convenient way for users and it help you to keep your apps organized, identify and pick apps easily. And apps placed in Organization Tabs will be visible to all users who have access to it. Follow below steps to create Organization Tabs... First, You need to login in ZOHO One account/portal and after that please follow below screenshots steps.
How create new Personal Tabs in ZOHO One
How create new Personal Tabs in ZOHO One : It help users organize apps based on their own preference and convenience. Follow below steps to create Personal Tabs... First, You need to login in ZOHO One account/portal and after that please follow below screenshots steps.
KPI's
hello, 1.- in which Zoho application can you enter and measure the different KPIs, get reports and others? 2.- there is some application of zoho where the processes can be mapped?
permission leads
Hi I have a large database. I have 13,000 leads and I have 20 employees I want to add permission for each employee to work on a leads number of clients. Depending on customer's state Means I own a status field in the leads page I want every employee to work on specific leads and not see the remaining leads
Using Zoho for Education / Coaching / Training - external log in for clients/students
has anyone experience of using zoho for education/training/coaching for students or clients outside of their company? What I'd like to do is set up a way we can upload documents and resources for different student types but with so many products available from zoho - crm, projects, surveys etc it seems difficult to get an answer from their support team as they each only work with one product. I need advice on how to do this so we can streamline what we are doing where our students can get a log in
Change region where zoho stores its data
Might not be the right forum category but I do not know where to put it. I am from The Netherlands and a long time ago added an account. Now I read that if you sign up through zoho.eu all your data is stored in Europe. Which is what I want. Is there a way to apply this change when you initially signed up through zoho.com? Or is deleting and signing up the only way to do it. I like to hear what is possible.
Adding a component to Dashboard error message
I am trying to add a component to my dashboard but keep getting the error message: "You do not have permission to view this dashboard because: 1. The corresponding module or field may have been disabled in your profile settings, OR 2. The module could be listed in the Unselected Tabs section in Setup > Customization > Modules > Organize Tabs." I have organized my tabs, tried everything but cannot get the component added. But last week it let me add one! So very frustrating. Any ideas?
coaching management systems
I was wondering if anyone is a coaching company or has implemented a coaching management system? Does zoho have a solution for this in-house or integrations with vendors that offer this solution? I am looking to providing a portal to clients (and coaches) with videos, homework, etc. I see Kajabi and others are out there, but wondering if something exists within Zoho or other experiences
Deal Closing Date Automated to 30 Days Out
Hi, its a little annoying when every time I create a deal I have to predict a closing date. This is especially frustrating when I would preffer to set it 30 days out and there is no easy way to do it. Can something be created to resolve this issue?
How to create custom function script for autonumber in Zoho CRM ?
hello, this is my used case: When the DEAL is WON, I want to generate automatic number which will be saved in the custom field I created. The custom Field Name is ProjNum. I cannot use the Zoho autonumber field because I only want to have autonumber when the DEAL is WON. Autonumber should be activated only when Close Won.
LMS Platform Needed
Hi, We are looking to build a LMS system with the following components: video content boxes to review what was learned in the video post section quiz possible some copy or pdf support docs We have a Zoho One subscription and use Desk and CRM in addition to several other apps, but would love to integrate those. Can anyone suggest the best platform? I may also post this in the Creator community, but on first glance it doesn't check the boxes. On what platform is Zohospark developed? Thanks!
Parent Member Account Broken (FIXED)
When I click on the +Assign link for the Parent Item related list, the Assign contacts form comes up! Following these instructions: https://help.zoho.com/portal/kb/articles/set-up-parent-child-relationship-between-accounts
What´s recommended or best practices for those who upgraded to zoho one?
I have recently upgraded from Zoho CRM to Zoho One, and now that i a got access to a lot of new apps, i got some doubt about what are the best practices for my type of business. My first doubt is regarding revenue, here how my business works (SaaS): 1. Client closes a deal paying a initial fee per item contracted. 2. Client pays a recurring value per item contracted. My billing considers from the 1st to last day of the month, with invoice payment due to the 10th day of the following month, so when
Data Binding Between Central CRM Database and Other Zoho Apps
For anyone that's used Zoho Inventory and Zoho Books together (or, honestly, used any of the Zoho Financial Suite), you know that the integration between the two is fantastic. They're essentially two sides of the same coin, and all updates in one are instantly reflected in the other, because they draw on the central Zoho Finance Suite database. Is it in Zoho's roadmap to create similarly well-connected systems between other parts of the Zoho One suite? CRM-Financial Suite immediately jumps to mind.
Checkbox select and deselect in script
Hi there, I am writing a function that will check if a field is empty and in that case select a checkbox from another field. Looking like this: void checkMissingData() { for each Adult_Record in Register { if(Adult_Record.Date_of_Birth == null) { if Adult_Record.Missing_Data.size() > 0 { oldSelections = Adult_Record.Missing_Data; if (!oldSelections.contains("No DOB")) { oldSelections.add("No DOB"); Adult_Record.Missing_Data = oldSelections; } } else { Adult_Record.Missing_Data =
Critical Error in Zoho Forums
i was trying to paste a screen capture in Zoho forums textbox. It takes the image but wipes out immediately with a broken image placeholder. So I am forced to adopt a circuitous route of saving to local disk and attaching it wasting 15 to 25 seconds of my time.
Automated On-Boarding Process
Hi All, I'm looking to create an automated on-boarding process and was looking for advice for the best way to go about it. I believe there are several ways I could do it, but I'll list out what I'm looking to do below: 1. Send offer letter via Zoho Sign and configure field for the offer letter based on agreement (I.e. fillable fields such as starting pay or milestone based commission tiers). 2. Once user signs letter, trigger a series of actions: a. Run custom script to (1) Create Gmail Account
Zoho One Consultant - Plano, TX
Where can I find a Consultant for Zoho One for our company and current rates? We are located in Plano, TX. Thank you!
Keeping track of domain name assets
Hi all, What is the best app to use in Zoho One (core or marketplace) to keep track of a large number of domains - ie, name, registrar, status (live/dormant etc), expiry date etc? Thanks John
Where do you get timely support?
My company is evaluating Zoho One and this community forum has helped a little but where can we get timely support during the evaluation period? I have sent questions to support and not had answers within a week. This creates an issue as we're trying to complete an evaluation within the 1 month trial period but already a week with little progress. My concern is that whilst the Zoho One offering seems great value, will we be required to spend vast amounts of money for adequate support? Thank you
Social Media linking
Hi, can anyone tell me the best extension for being able to see the Social Media Accounts of EXISTING contacts that I have on Social Media, so that we can invite them to like our platforms? Thanks.
How Many Domains Can I Add?
I set up one domain with four addresses. I have a handful of other domains needing two user mailboxes each. How many may I add before there is a charge? The handful will rarely get emails but my main domain will get daily email after the first of the year. I just want to be sure I'm not breaking rules!
Case Studies of Mature Implementations
Hi guys! This is an idea for the Zoho Community team to consider adding webinars/videos of case studies of top-flight Zoho implementations. I'm a new Zoho customer and CRM Admin. I do not have a great understanding of the how the full suite of Zoho products can come together in a fully integrated, mature deployment. I don't know what's possible, if that makes sense. What would be super helpful to me (as a new user) would be anyone who would be willing to share case study of how they have implemented
Start Trial from Scratch
Hi, We've reviewed functions to get a feel but now would like to start from scratch to start implementing our actual setup. How can our trial be restarted? TIA
Portal em meu próprio SUBDOMINIO ou DOMINO
E possivel eu por o meu portal zoho com um endereço proprio ou seja em meu proprio dominio ou sub dominio?
E possível personalizar a aparecia de entrada do meu portal ZOHO
Coloque um botão de direcionamento para clientes no meu site que leva direto ao meu portal zoho one. Eu gostaria de saber se tem como personalizar com a minha logo e slogan
Zoho One: Which Version of the apps do I get?
I am considering buying Zoho. I primarily want Zoho Recruit, Invoice, and Zoho Assist. My question is: which version of the apps do I get? If I get Zoho One, do I get access to the Enterprise version of Recruit, Assist, as well as unlimited invoices through Invoice?
Zoho community forum UX sucks
Zoho community forum UX sucks unable to logout - that's normal in the XIX century, folks??? wiswyg editor has no spellcheck wiswyg editornot working with FF FF dev ed, latest build
New UI and Custom Apps
liking the new UI however our custom creator apps will not show up on the new tab. We have tried creating new tabs and it just won’t show. Any ideas???
Cloning line items
Line items can now be "Cloned" I've just discovered ! Thank you Zoho guys - a valuable addition requested a while back, but no mention of it being implemented anywhere ? Image attached for those that may find it useful !....
Zoholics Experience ?
Hello everyone :D What do you all think about the Zoholics events? I attended the event in Utrecht, Netherlands and I was pretty happy with everything, all the presentations and people I met, and also impressed by the dedication of Zoho Agents, they were so cool to help with everything. Even though we had some issues in the past few weeks, it was honestly an honor to meet all the agents from Zoho that I've been working with for the success of our platform for 3 months now. Let me know about your
How to I get my contacts into Zoho Campaigns?
Do I do a sync for Zoho CRM or Zoho Contacts? What is the difference? I tried to sync my list of 7000+ contacts into contacts in the campaign app but only 2 came over. Please help
MS Outlook Plug-in (Mac)
Hi, I've downloaded the app but if I enter my email and password it doesn't recognise it, I've tried too many times now and I'm locked out, what do I do? Thanks Philip
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