Working with Products that are non-tangible
How does one create a 'service' in products? Is there a way to disable inventory functions for things like Sofware as a service? The services module doesn't look to be much help either. Not sure how to do this in CRM
ePOD Devices
Has anyone tried and tested and devices that deliver ePOD (electronic proof of delivery)? We would like our drivers to use an ePOD device to get the customer signature The app should then be capable of updating the sales order to show delivery.
Remind/Recall Document API
When I recall a document through the Sign API, I would like to be able to specify the reason that gets sent in the user notification email. Same with including a unique message when sending a document reminder through the API. Is there a way to include
Zoho Books API Creating Invoice and Address API
I'm trying to create an invoice with zoho books api and i get the following error: Error creating invoice in Zoho Books: { message: 'Request failed with status code 400', details: { code: 15, message: 'Please ensure that the "billing_address" has less
Convert Multiple PO in 1 Bill
Does anyone know how to convert multiple POs in 1 Bill? Thank you
merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory
HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .
Assistance Required: Displaying Dynamic HTML Table in Zoho Creator Dashboard Page
I am currently stuck while creating a custom dashboard page in Zoho Creator. I want to display a designed HTML table showing Teacher Registration data with this condition: If Total Allowed Leaves < 10, display those teachers in the table. Page Scripts
Visibility of Custom Questions in the Question Pool
A colleague is adding our own questions in the question pool for our Employee Engagement survey, but I can't see the questions she has entered, even after refreshing the webpage. Are the custom questions in the question pool only visible to the one who
campaigns contact lists not exporting
I'm trying to export a specific lead source from my contract list in 'campaigns'. Every time I have to do this the contacts won't export. I have done a search and selected the specific contacts I want to export. The box appears to choose the file type,
Recipient Field on replies doesn't update with Contact change
Some emails that come into our system come from an online form and the sender address is a noreply@whateverthedomainis.org So in order to reply to the original sender, we need to update/change the contact for the tickets. However, after we change the
Migrating Email Content to a Shared Mailbox Address
I am moving my email to Zoho Mail (currently hosted through GoDaddy). I have created a user (me) and I have also created a "Shared Mailbox" Group (through the admin panel) with an email address I will be using as an organization address. My personal email
Zoho Analytics Embed - Zoomed Right In?
Hey all, I am using the Zoho Show app on an android TV and cannot figure out why, but the Zoho Analytics embed is zoomed right in. When I preview on my laptop it looks fine, when I go in and edit the code, it looks zoomed? Then when it displays on the
Assistance with Image File Upload in Zoho Creator
Hi , I'm building an application for storyboard creation using Zoho Creator, integrating Gemini AI for automated image generation. In the "Generate Frame" form, user inputs are collected to construct image prompts. Current Workflow: On Validation (Form
Migrating all email accounts from cpanel shared hosting and email boxes to zoho
I have already read previous articles posted on this forum but none of them suit my needs.So i am currently working for a small company. The company website runs on cPanel shared hosting and the company page is a WordPress website. I recently redesigned
Domain Change from apkbark.com to apkbark.io – Do I Need to Setup Zoho Mail Again?
I recently migrated my website from the old domain https://apkbark.com to the new domain https://apkbark.io. The Zoho Mail setup was previously configured and working perfectly on the old domain. Now I would like to know: Will my Zoho Mail setup automatically
How to add different type of revenue under sales ?
How to add different type of revenue under sales ?
Types of Revenue
i have different types of revenue , I want to see under sales in different categories , while preparing invoice I want to allocated if possible
Payments calendar for receivables and liabilities by due dates
Hello guys! What method can you recommend for tracking and planning future payments against expected income? We operate on the principle - we expect some income this month, then we look at what expenses are due this month and pay accordingly. I've seen
how i can update client_secret or refresh_token in case if my was stolen?
i want to know how i can protect my data on this case
custom fields not populating from deluge script into invoice
Hello, I've created some Deluge script that is meant to take a few inputted invoice custom fields and calculate a few others. I can see when I execute the function that my inputted custom fields are being passed, yet im still ending up with all "null"
Description column in the "all expenses" overview page?
Hi! I'm new to Zoho Books and accounting. I'm surprised there doesn't seem to have a proper "description" field for the expenses, only "notes", and that I can't have such a description visible on the overview page. So that I can quickly visualize my expenses...
Is there a way to pass the source of the chat from SalesIQ to the CRM lead creation?
Currently when I update the values of the visitor and the lead is automatically generated in the CRM it says that the lead source is Chat, but in reality it was from either Facebook, Instagram or WhatsApp. Is there a way to make sure that the correct
Imported tasks
Good afternoon, I have recently setup a test instance of Zoho CRM and am currently working through a data migration from Hubspot usine the API migration tool. I needed to get a feel for how seamless this process was but I am running into an issue. It
Migration of emails from Yandex to Zoho
I am trying to migrate an yandex mail account to zoho mail account. I am confused with all the related articles/informations in the net. Could someone please outline the process to do it, just thinking about me as a novice with limited knowledge or experience. A couple of questions from the knowledge gained. 1. I believe we have to delete the yandex current MX from the website records and add Zoho MX. What happens to the emails as we remove the mail exchange record. Yandex stops updating emails and
Zoho Sheets working offline
Hi, I am looking for the ability to work offline in Zoho Sheets, but currently I cannot find the process to complete this. Does someone have any ideas or steps I might have missed? Also does Zoho Sheets have the "Format as Tables" function as is currently
reCAPTCHA
Is the Bookings form protected by reCAPTCHA, or some mechanism to ensure submission of the appointment request form is made by a human vs. bot?
Zoho Survey Goes to Junk Folder
Hello, My company is wanting to use Zoho Survey to send out a customer satisfaction survey, and we were wondering if Zoho Campaigns allows the emails to not go into their junk folder. We sent out a test email campaign to our team and for some people it went to their inbox and for others it went to their junk folder. Is there a way to eliminate this from happening? Hope to hear from you soon! Thanks!
need a formula to return value as shown (zoho sheet)
Dear folks, What should be the formula in cell B3 to get that output, based on input sheet data.
How do I synchronize a quote to an opportunity?
Hi everyone, We don't quote anything via Zoho but we use it to track services/products so that I can see what was actually sold, vs an opportunity with just shows an amount. We use the quotes for other purposes, mostly to request a quote from Salesforce but we don't invoice or do sales orders or anything. (Basically a user makes a quick quote in Zoho, adds items and pricing, and then exports to PDF which gets emailed to our Quote Desk who then enters the request into Salesforce). Just wondering
Zoho CRM Webhooks - Dynamic URL
Hi Zoho, We've noted a gap in the webhooks function that if improved would increase use cases significantly. The "URL to Notify" field in "Create a Webhook" only supports static information. We have a number of use cases where we could use webhooks more
Will a campaign send duplicates is same email is on two separate lists
Hi I have two lists to which I want to send campaign. One list is ALL leads and other is list of opportunities and current students. There is overlap between the two lists My question is if I send one campaign to all, will zoho automatically know only to send the email once to the duplicate email?
Time Based Report / Dashboard
We measure our support agent's KPI based on their response time and resolution time from the time the ticket is assigned to them The time based dashboard should provide this information however there is a problem with us referring to this dashboard We
Zoho Learn API Access?
We love using Zoho Learn to manage our internal trainings and knowledge base. What we'd really love is to be able to query Learn via API so that in Zoho Projects, Zoho Creator, or Zoho Desk, we can recommend relevant Learn articles and manuals to team
Two Problems with the Description Field
Our ticket workflow is often like this. Client calls or emails (to a personal email address) reporting a problem. We create a ticket and enter a description. Problems: 1. By my way of thinking when we enter a description, that is an internal comment (unless we mark it public). Yet it seems there is no way to mark it internal, and Desk just starts inserting it into communications. 2. Additionally, in the conversation view it makes it appear it was emailed by the customer and inserts their name on
"Improper Statement" Error on Deluge Loops (while/for) when Processing a Date Range
Hello, Zoho Community, I'm facing a very specific issue with a Deluge script and would appreciate any insights from the community. The Goal: I have a form (ausencia_visitadoras) where a user inputs a start date and an end date for a period of absence.
issues with manually shipping sales orders - advise needed please
we are new to zoho inventory. we are going to roll the program out to our company within a couple of weeks and during the implementation process we have come into a roadblock with manually packaging and shipping sales orders. its important to note important
I do not see the “Lead Forms” option under Integrations
Hi, I’m using Zoho Social on a Premium plan. I’ve connected LinkedIn Company Page and have a valid LinkedIn Ad Account with Lead Gen Forms. However, I do not see the “Lead Forms” option under Integrations, so I can’t enable LinkedIn Lead Generation. Please
What’s the Correct Integration Flow Between Zoho Inventory, ShipStation, and Multi-Channel Sales Platforms?
Hi Zoho Community, I’m currently implementing Zoho One to manage all of my business processes, and I’d appreciate some guidance on the correct integration flow for the tools I’m using. Here’s my current setup: Zoho Inventory is my central system for managing
Different Canvas for Different account type
I would like to have a separate canvas for Customers and Resellers that auto-applies when I enter an ACCOUNT. Is this do-able?
IMAP sync issues in Zoho CRM
We are using the Zoho CRM for a while, and we sync (via IMAP) our Google Apps email system. The sync works properly when looking at emails per account, contact or deal, etc. However, it does not function well in the "Messages" and "SalesSigns" features.
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