@goldfield,

Customizing the reports wouldn't be possible. Sorry about disappointing you on this front. The 'Sales Report' (Sales By Customer) fetches the customer's name in it. But the doesn't pulls the data such as customer's country, phone number (address details), etc.

To get a detailed information on customers, you need to export the customer data as a CSV file. This includes all the customer details so that you can use it along with the sales report for manual tracking. Later, you can have their address details included to the sales report. This is just an alternate suggestion which might not be an ideal-solution for your requirement.


Best Regards
Rahul JR - Zoho Invoice Team

This does not work for me as well.  Even when I tried to add zc_HdrClr=green&zc_BdrClr=lime it didn't change the colors.  Only zc_BdrClr=#0040FF is recognized.

It is a waste of time, the features are available in the CRM and Project apps.

Hi,

Yes, the Email notification feature is available for default Contact page. Click on "Customize your form"  and select Set Email Notification from More Actions.

See attached image for your reference.




Click here to know more about set email notification.

Regards,
LJ Raajesh Kumar,
Zoho Sites Team.

Dude. I was googling for the same problem but not with calendar but with my Views. embed-perma solved it! Thanks!

Hi. I discovered a couple of problems with Zoho contact.

(1) BUG. Contact is not saved after editing. If you edit an existing contact by putting a bracket in one of the fields you get the message "Contact updated successfully" but nothing is saved. All updates (including the other fields) are lost. Steps to reproduce. Go to an existing contact and change the first name to "Robert (Bob)".

(2) In the phone number fields you can only save numeric data (0 to 9). This seems an unneccessary restriction. I often want to add text notes alongside phone numbers. eg "office", "workshop", "computer room". Zoho displays an error message saying the data can't be saved. Can this limitation to be removed, please. I notice that the restriction does not apply when data is imported into Zoho. So some of my numbers do have text notes because they were imported.

Thanks, Bob

Hi Vignesh,

Well, I've been waiting for this for months now. So I'm going to use entreprise-facile.com. I won't get the automated links I would have liked with Zoho CRM but we need deposit invoices on each and every project we sell so we're not going to adopt a solution that only suggests workarounds on this basic feature.

I am having truoble with a simple formula also...
I am trying to calculate 'Amount Due' by multiplying Hours_Worked by Basic_Wage...
So, for example: (Hours_Worked  *  Bacis_Wage) = Amount Due   -   (10  *  2.50) = 25.
However, everytime I try applying the formula I get the following message, what am i doing wrong?

Error in statement at line number 0
The template variable Hours_Worked is of type STRING. But a  Integer Expression was expected

Hi,

@ozwebworx (Hi Jenny Moffett),

That's certainly a value-added concern. We are sending your request to our development folks for consideration. We'll update this space with more news on this regard.


Good luck to you!
Rahul JR - Zoho Books Team

Hi Chris,

Again sorry for making you wait for a long time and appologize for posting the same old answer.  Unfortunately the release got delayed due to few unexpected issues that we encountered during the DOCTYPE implementation & testing. We are now very close to convergence. With the current visibility we are targeting to release this in the 2 - 4 weeks time. Will definitely keep this forum thread posted once the release is done. We thank you for all your patience. I will post a good news soon.

@andreaac76,

Thank you for posting your request.

The Zoho Books system selects "Sales" account as the default income account (Chart of Accounts) when you create items. However in the item creation screen, we allow you to select a different income account.

But while creating invoices from the projects (via 'Time Tracking' module), the system fetches the tasks/projects/staffs as items. In this case, the items would be added to the default "Sales" account. Unfortunately, there's no option to change the default (sales) account.

Note : If the item name and the project/task/staff name is same, the system will not identify & associate the items to the respective accounts. Instead, they will be associated to the default "Sales" account. You could check this by getting into the "Chart Of Accounts" >>> "Income" >>> "Sales" account.

Having said that, we've forwarded your request to our development team for further discussions. We'll keep you posted with the updates as we make progress.


Best Regards
Rahul JR - Zoho Books Team