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• Kinjal Lodaya

  

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• Collaboration sans faille avec Zoho One

  Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

• Recent Topics

• Numeric options in Decision

  Zoho really needs to add options for numeric comparisons in the Decision action. These are the ones that should be implemented: Greater than Less than Greater than or equal to Less than or equal to Equal to (although this is actually handled already)

• Supercharge your VoC analyses with data from anywhere: Modules are now sources for VoC

  Dear customers, We hope you're well! Your customers talk about your brand, praise your service, criticize your offerings, or promote your business—literally from anywhere on the internet—and it has become strategically necessary to factor in all possible

• Nouveautés Zoho Flow - Intégration SAP S/4HANA et SAP HANA

  Bonne nouvelle! Deux applications très attendues dans la galerie d’intégrations de Zoho Flow sont désormais disponibles : ✨ SAP S/4HANA ✨ SAP HANA Que vous gériez des opérations d’entreprise ou des systèmes de données, ces intégrations vous permettent

• Record/edit view to pop-up simultaneously with button click from report of a different form

  I have two forms: Form A & Form B. Form B contains all of the same fields of Form A, plus a few additional fields. I've created a button in the report view of Form A that creates a new record in Form B and populates all the applicable fields, (I've posted the code I used below), but visually nothing happens on the screen. If I want to finish filling out the remaining fields in Form B, I have to navigate to the report and open the record. How do I get this new record to just pop-up when I click the

• How to get NSE/BSE Stock Prices in Zoho sheets?

  I've been looking for a function that provides me with the NSE/BSE listed stocks price in Zoho Sheets like GOOGLEFINANCE in Google sheets, but I found none. Please help if there is any way to het stock prices?

• INVOICE DONT HAVE AN INCOME ACCOUNT FIELD TO POST TRANSACTIONS

  INVOICE DON'T HAVE AN INCOME ACCOUNT LIKE THE EXPENSE ACCOUNT FIELD IN THE EXPENSE MODULE. PLEASE CAN YOU TELL ME WHAT TO DO TO ADD THIS FIELD AND FUNCTION TO POST IT TO THE RIGHT INCOME ACCOUNT. THANK YOU VERY MUCH

• Error in Deluge script, but all should be OK

  I get an error when using the following deluge script (sensitive info changed with ***). This script should parse a projectnumber out of the subject or body text and put it in a custom field of the ticket. The error: Validation failed for the condition

• Problems with clipboard paste into ticket comments

  Problem as title. Using Chrome get to paste contents of clipboard but submit gives 'you've exceeded the character limit of 30,000 for this comment' irrelevant of actual number of characters. Edge just pastes txt 'undefined' irrelevant of actual contents of clipboard All other areas of Zoho desk work fine with clipboard paste (i.e. new ticket description) it's just comments on existing tickets that seem to have problem. Was all working fine until early yesterday (14th) Client is Windows 10 Pro 1803

• Mapping Issue

  since, Tickets are already mapped with the Requestors and when we map Requestors with Organization, then Tickets are not visible under that Organization. Kindly solve this issue.

• New features and improvements in Desk's integration with Zia powered by GPT 

  Hi everyone, We’re pleased to announce several new enhancements in Zia Powered by GPT integration. These updates bring more customization options, improved response generation, and additional language support. Below is an overview of the enhancements

• Painéis do Zoho CRM ajudam na Gestão Comercial?

  A gestão do departamento comercial é uma questão fundamental para qualquer empresa. Uma boa gestão proporciona previsibilidade, alinhamento e melhores resultados. Acredito que todos que adquirem uma plataforma de CRM buscam uma gestão ágil e eficiente

• Adding transferwise.com as an online payment method

  Hi, I am not a fan of using Paypal or google pay, can we look at introducing transferwise.com as a payment method as i think it will work better in the corporate world. https://transferwise.com/ Cheers

• How to Bulk-Update Sales Orders in CRM

  Hi - I need to bulk update existing sales orders with dates from our ERP of when the sales orders were created. I made a date field on the Sales Order module where I want to insert that data. I can't Mass Update because I am not updating the fields to

• How do mass change start date and end date?

  You can mass do everything else, so maybe I'm missing something. But if I have a bunch of tasks and want to assign multiple tasks within a date set, how do I do that without doing them one by one?

• Announcing New Features in Trident for macOS (v.1.2.0)

  Hello Community, Trident for macOS has quite a few new features that will improve your business email communication. Let's take a quick look at them. Creating templates Earlier, you could save email drafts as templates in Trident. With the current update,

• Products in time entry

  Morning, Is there a way to add the product field to the time entry layout? Giving us the ability to identify a product per time entry. Thanks Rudy

• Zoho.eu and U.S. Cloud Act? Can U.S. request Zoho.eu data?

  Given the current political situation in the U.S. and possible near future implications for data privacy and security, I am curious about Zoho’s obligation to comply with the U.S. cloud act or other U.S. requests for private customer information from

• Zoholics Europe Awards

  We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! This is your chance to shout about the amazing things you've created, connected, or achieved with Zoho's developer application!

• Why "balance due" for the VOIDED INVOICE is not zero?

  We wonder why the "balance due" for the VOIDED INVOICE is not zero? For example our case, we issued invoice for a client for MYR1000, then after client request for cancellation. Client haven't make payment yet. So we marked the invoice as void. We think

• Format handling error

  Hi, I'm having an issue when merging a document using a custom function when with decimal numbers. In my template preview, it's seems correct ,but when I do the merge and attach the file to a record, all types of docs aren't displaying the number correctly.

• Announcing New Features in Trident for macOS (v.1.20.0)

  Hello everyone! Trident for macOS is here with interesting features and enhancements to elevate your workplace communication and productivity. Let's take a quick look at them. Change the "From" email address easily. When composing or replying to an email,

• Announcing new features in Trident for Windows (v.1.27.6.0)

  Hello Community, Trident for Windows is here with exciting new features to elevate your email communication. Let’s dive into what’s new! View and manage .pst files. A .pst (Personal Storage Table) file is an Outlook Data Storage file format for storing

• Email limit reached

  I'm assessing whether zoho crm will work for our startup, however I tried to send emails to my leads and after 12 emails got the notification that email limit has been reached. That is ridiculously low. Whats wrong and how can you fix that. I am still

• Importing Into Zoho CRM

  Do you have a list in Excel that you would like to import into Zoho CRM? If your administrator has not restricted your ability to import, the process is fairly easy to accomplish, but understanding the options can make everything go smoother. First you may need to prepare the spreadsheet Remove any extra rows from the top of the spreadsheet, like titles or blank lines. Row 1 should be the column headers. Row 2 should be where the data starts. Make sure that there is a column for any required fields

• Analyze the Name of the Deal Owner and Created by

  I need to display the Name of the User who created a deal and the Deal Owner. Since both fields are lookups to the same table (Users), it defaults to the user record of the Deal Owner and I cannot display the name of who created it. I can generate the

• Date Import Problems

  I'm trying to import products from csv/xls files, but I can't get the Sales Start Date field to import. I know the import is working because all the other information is imported, but the Sales Start Date field is left empty. I think it must be a format

• Canvas and Related lists

  Hi, As much as I like canvas, when adding in a asection with related lists,it doesnt mimic the same functionality as the standard view within the CRM e.g left hand panel will show the module and total number of records. Is there a way of indicating this

• New Search Function

  Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which

• Problem with the "Search" function

  Hi, I've been using Workdrive for a few days and lately, the files I added in Workdrive don't appear in the search. It looks like my latest files aren't indexed. Are you aware of this issue ? 

• Getting error "invalid warehouse_id" when trying to update any transaction in Zoho books

  I got a message from Zoho saying that the Warehouse and Branch has been merged into one category "Locations" Once I migrated to this setup I was no longer able to edit any invoice / create creadit notes - got an error saying "invalid warehouse_id" I never

• Return "kit_quantity" when fetching Kit items via "List all the items" API call

  I have been appreciating the new Kits feature quite a bit, it is exactly what we were looking for in Zoho to solve many pain points. However, there is 1 problem I am running into and that is the fact there is no stock information that can be pulled for

• Automating Pricing in Zoho Inventory Based on Brandline Quantity

  I am currently setting up my Zoho Inventory system and would like to implement an automatic pricing feature for sales orders. We have created a custom field called "brandline" for our items. All products with the same brandline value should have the same

• Tags with Zapier

  Maybe I'm missing something....I hope so... Using tags for triggers is a key need.  This prevents us from having a ton of different lists. I am trying to find out how to add a tag using zapier when someone makes a purchase....but it doesn't seem to be

• Print & PDF Support for Composite items

  There needs to be a way to print a composite item showing all the components, qty & images.

• Build custom AI solutions with Catalyst’s QuickML capabilities in CRM

  Hello everyone, We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM. As you may already know, Zia, Zoho CRM’s AI-powered assistant, offers

• We cant create a custom function

• Live webinar: Power-up your business presentations with Show's add-ons

  We all spend a good amount of time building presentations for meetings, reports, and pitches. But even with good content, slides can sometimes feel basic or less engaging. That’s where having the right tools helps. With Zoho Show’s add-ons, you can embed

• Contractor recruitment

  We mainly supply contract staff, so there is an end point to when they are 'Hired'.  The problem we have is that once we have marked the candidate as 'Hired' there is no way that we can change their status afterwards without 'unhiring' them against the job. We need to be able to hire people for a fixed period of time, after which they would become 'available' again.  How do we go about doing this?

• Writer very buggy and glitchy after only a few minutes of use... oh my.

  I am finding Writer to be very buggy and glitchy while using it. I've tried it in Firefox, Chrome, Safari... all Mac. Complete words get deleted on backspace (probably a feature, but disconcerting and bad design, esp. if you just want to delete a couple

• How can I use the API to add a drop-shipping address to a sales order for one-time use?

  I need to be able to add a drop-shipping address for one-time use to a sales order via the API. Adding every such address to the contact (customer), then feeding the shippingaddress_id into the sales order, is not an acceptable approach; we have some

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