I want to cancel @mention group in the notes in Zoho CRM
Hi Everybody, I want to prevent people from mentioning a specific group in notes in Zoho CRM. We have one group called Team Sales, and although we've asked users not to mention groups, they still mention the group name. My workaround is to change the
are there Url parameters to group records in the report/view?
There are URL parameters to filter records in target report. Is there any way to group records in report by certain field, using URL parameters or embed report parameters? Or any other workaround, apart from creating second report for dofferent grouping? Aim: I want to provide user a quick link to re-group embed report by different fields.
Setvalue() client script not working
I have created a client script on the load the record(detail view page). I wanted to populate some default information in the single line field. for that I created the client script. below is the script: var field_obj = ZDK.Page.getField( 'Designation'
Zoho Flow triggers not working
Hi , I have set up a flow which triggers when a new record is created in a Zoho Creator app. This flow works great when I initiate the flow with "test and debug". However the flow does not trigger in live mode. I have tested all the connections used
How to track salesiq on google analytics without GTM
Hello! We had to move the installation of the SalesIQ widget from GTM to directly do it in our wordpress site. The SalesIQ widget was being blocked by Adblockers which caused a lot of our visitors to not be able to see it. This issue was fixed from deleting
Custom Module Count
We are on Zoho One. CRM says that the three modules which support Zoho Sign integration are "custom modules." Do these count against the 200 custom modules permitted by the One access to "enterprise-level" CRM features?
Sending an email from contacts does not display the recipient's name correctly
When I select a contact or group of contacts and then click the envelope to send mail, the contacts are added to the To section of a new email. Unfortunately, their First and last names are not displayed. The part of the email address before the @ sign
Autofill Zoho form with Zoho campaign data
Hello, I send campaigns and we have set a button called "Demo" in that campaign. This button leads to a form. Since we have the data in Zoho Campaign, would it be possible that some fields of the form (first+last name, email, company) are automatically filled when our readers click on this button? If yes, how could I do that? Thanks Aurélie Leyendecker
Need to be Amount Adjusted with same Group Comany
Dear Sir/ Madam, Good Day, Example wise i write my quire Below A B C & D E F Bothe are Same Group Companies We Paid 50000 AED to ABC Company but we received Invoice 48000 AED worth of material Balance 2000 AED invoice i received from D E F. I Need to
Transfer between 2 accounts in forein currency
Hello, While abroad, I have exchanged some money in a money exchange service from a foreign currency (MYR) to another foreign currency (USD) without passing through my base currency (CHF). How do I record this transaction in Zoho Books? When I try to
Issue with Missing Scope for Creating Service Report via Zoho FSM API
Hello @Latha Velu , I am currently working on creating a connection to create a Service Report in Zoho FSM using the API. However, while configuring the required scopes, I noticed that the scope ZohoFSM.modules.ServiceReports.CREATE which
Imap Support?
Does Zoho Books support IMAP? I have enabled outlook integration from settings in Zoho Books Yet the emails I send from Zoho Books for example if I email a purchase order or an invoice I dont see them in it in my sent box in outlook Is there a problem
ADDING FUEL SURCHARGE & HST
Hello I need to invoice the customer showing both Fuel Surcharge & ON HST separately. The FSC should be 20% of the subtotal. The HST should be applied to sum of Subtotal + FSC So it should be like: SUBTOTAL: 100.00 FSC (20%): 20.00 HST (13%): $15.60 How
Zoho Project API search?
Good day, i would like to search our entire portal for a task using the API. We have over 20k tasks so I dont to search for all tasks and then do a for each as it would take way to long and also would need to go over the limit of 200 records per query.
Handling Deposits to Vendors and how to book this
Our scenario: 1. We rent equipment from a renting company for a project (Vendor "Eurorent") 2. We receive an order confirmation with a request to pay a deposit of € 1500. (this is not a Bill) 3. We pay a deposit of € 1500 for the equipment. 4. After using
Vertical Solution Zoho One
Hello, is it possible to create a vertical solution for Zoho One? Just like it is possible for Zoho CRM?
Multiple workspaces with in Bigin CRM
As a freelancer working as a sales representative for two companies, each with its own email address, I would like to know if it’s possible to have two separate workspaces in Bigin. This way, I could manage each company and its contacts independently,
Zoho books partners: Transferwise, Resolut
Can anyone tell me if Transferwise and/or Resolut (payment systems) are in integrated? I know PayPal and Google are, but in Europe we like Transferwise and Resolut is an up and coming multi-currency app. Xero and Transferwise are fully compatible. Thanks
Name Change and Delete Email ID and Alias
Hello please i require urgent assistance, 1.) I would also like to change the name that appears when people receive my emails. I have an info@spacetraiders.com but when people receive my email its say Ronma Adedeji instead of either Info or Space Traiders..
Unapplied AP Credits not showing up on AP Detail Aging
I am new to using Zoho Books. I was reconciling some accounts and found differences from the GL balance and AP Aging and it came down to unapplied vendor credits. Is there an option to include that on the report, so I can pull a matching AP Aging to the
Add Entry and Subform Record from Deluge Scripts
Hi all, I would like to know how do I add a new entry and also subform records from a deluge scripts. I can use the insert into to add a new entry to a form, but how do i insert a collection into the subform of the entry? I am using a deluge script
How to apply a tag to a ticket based on the to email address?
I need to assign a tag to a ticket if the ticket was sent to a specific email address. For example, we have the email accounting[at]company.com forwarding into Zoho Desk. We would like all emails that were sent to this address to be tagged with an Accounting
Engineering Change Order Process using Tickets?
Hi Zoho Community, I'm working with my company to create an Engineering Change Order/Request (ECO/ECR) process where engineers can internally create tickets for changes in a product that must be reviewed, approved and implemented by people or teams in
How can I move a ticket from Department A to Department B?
Hi there, how do I move ticket from Department A to Department B? I went in the ticket and tried to scroll down the menu under the "department" but it won't let me, I am a support admin. Did I do anything wrong? or am I doing it in the wrong place?
What is the difference between "Reply" and "Public Comment" in a ticket?
Hey, my company is thinking about switching to Zoho Desk but we do not understand the difference between the "Reply" and the "Public Comment" feature. When should we use which? And why? What is the difference between them? Thank you for your help! Kindest
can i show alert when i finish running the function?
how i can show alert inside the custom function or popup notification. when i use alert inside the custom function it show this error Error at line number: 2 'ALERT' task can be used only in on load, on validate and on change actions
How to disable subform records dynamically
Hi Everyone I have a requirement to dynamically disable or hide subform fields based on certain criteria. However, the code I tried didn't work as expected. It either disabled or hid all the fields in all subform records or none at all. What I actually
Client Script Operate Timeout
Hi Zoho, I have set a client script that use for ( i =1; length < i , i++) to fetch all of the product in order I have an order have 30+ products, seems this script will be stopped when it is checking rough 10 + products because of timeout (may be). May
Import template from Zoho Writer
I am trying to import a mail merge template - tried to import direct from my .docx file on my hard drive and the formatting went all over the place. I then imported the .docx file in my Zoho Docs and then fixed up the formatting within Zoho Writer. Can
Querying CloudSQL using NodeJS?
How can I query CloudSQL over nodejs? Are there any rest apis from which I perform Select Queries in the data of a Workspace? In the v1 we had C#, Python, Java for CloudSQL Now I only see Java? I am confused about the overall API of Analytics, there any
Rename Record Templates in Zoho Creator
Hi Team, I need to rename the Record Templates based on the name of the employee which i have configured in Zoho Creator Deluge Script. How to do this one? // Attachments :template:PDF_ECF:Exit_Clearance_Form input.ID as PDF
Salutation
Hey there, I want to make an indvidual salutation. It is possible to use if statements in the email templates? For exampe: When is male then wirte "Dear Mr." else write "Dear Mrs." Thanks David
Personal Expenses
I have reviewed the board and found a few scenarios like mine however not exactly so sorry if this is a re-post. I just recently joined Zoho Books and had to go through 2000 transactions manually which took FOREVER. So the dilemma that I am facing is that I have attached my personal and business checking cards to my account because it was not until half way through 2015 that I decided to open up a business account as an independent contractor. When I first started my account I placed the opening
Not receiving instagram verfication emails
Hi- I'm not receiving Not receiving instagram verfication emails. I have seen other users having the same issue and your answer was to contact instagram. But instagram no longer has a support email.
Change work hours per day for employees
Hello, Is there a way to modify the work hours per day for employees in Zoho projects? This would be helpful for resource allocation to more accurately see when an employee who works 35 hours a week vs 40 hours has a full schedule. Thanks.
PROBLEMA AL CONECTAR EL DOMINIO
hola buenas tardes hoy estoy tratando de crear mi registro y no me deja conectar el dominio me dice que el dominio ya está vinculado a una cuenta y la verdad no tiene conectado el dominio a ninguna cuenta tengo acceso al hosting y cpanel que se compro pero al revisar los dns estan apuntando al mismo hosting del panel del proveedor del domini ... como hago para poder crear la cuenta con ese dominio, incluso cree un registro pero no me deja vincularlo el dominio es integrasoft.co agradezco me ayuden
Zoho Mail not working. Constant OTP
Firstly, my emails have been playing up for over a year. They are struggling to send and I have to press Send a few time to make them going. They mostly hover with a loading note saying Sending. I emailed Zoho and they got it working, but now it is doing
What Is ZOHO-Workplace? Why was I charged?
Hi, Today my PayPal account was charged $12.72 for ZOHO-Workplace. The transaction ID is 15S32484H3826544W. What is this charge for? It is the first time I am seeing it.
Building a custom site
do we have an option in Zoho to build custom sites like adding custom functionalities? want to make a site like https://trackscourier.com/jnt-tracking-ph/. Is it doable? Please assist.
Missing Payload Details
Hi All, Does anyone know how to fix missing webhook payload data in the next step of the flow? Payload comes into the webhook -- All details here When i go to use the webhook data in the next step -- the majority of the payload data is missing
Next Page