Recent Topics
importing invoices from woocommerce to Zoho Books
Hi, I am using Zoho Books as part of Zoho One and am struggling enormously. I have been trying for months to migrate/add all my WooCommerce invoices to Zoho Books without success. I tried the CRMPerks plugin, but it never worked, and the customer service
Embed Props data value not available in the Search across team folder API call response data
Issue I used the "Search across team folder" API to get a specific folder's data in a team folder even though the folder is shared. However, the response data from the search call does not contain "embed props" value for the folder whereas when I used
Write off bad debt
Anyone know how to write-off bad debt in Zoho Books? I keep reading that there's a write-off option, but I don't see that option. Is there any other way to do this?
How to merge data from Zoho CRM to Zoho Sheet
Hello! A few months ago, I made a Zoho sheet with the ability to bring in data from Zoho CRM. It worked by adding the email of a Contact to the sheet, and then it would fill in the rest of the information in the row with information that was stored in
Radar In Focus: Using Siri For Customer Support
Hello dear users, Welcome to the 6th installment of the Radar In Focus series. In today's issue, we'll explore a Radar IOS exclusive that is a must-have to provide support on-the-go. Just say the magic word 🪄 Computers make our lives easier by automating
disable auto-save
While testing a new sheet I often want to quit without saving if a new idea does not work out, but with autosave, I keep getting stuck with mods I don't want. Can I disable autosave?
Function #34: Automatically add a free item to the invoice based on the purchase amount
Hello, everyone! Welcome back to our series. It's the holiday season, marking a time when businesses witness increased demand for products and services, leading to a significant boost in sales. This also presents an opportunity for businesses to engage
Disabling OneAuth
Hi. I want my users to only use the option OTP-Authenticator. However, I am not able to disable the option OneAuth. How can I do this?
SalesIQ Chatbots are now available for Telegram!
Hi everyone! We are expanding our Chatbot's support on IM Channels. Happy to launch SalesIQ's chatbot support on the Telegram channel. Our chatbots are already supported on Facebook, whatsapp, instagram and now Telegram joins the party! This means that
Zoho Projects Android app update - Access subtasks on the task listing screen
Hello everyone! In the latest Android version(v3.9.22) of the Zoho Projects app, we have brought in support to display the subtasks on the List view of tasks, within the Projects and Home module as well. Please update the app to the latest version directly
Zoho one CRM - linking xero
Hi Guys, new to Zoho but not having luck with premium support so thought I'd reach out here - I cant find the xero app on marketplace and needing some guidance how to link xero to our zoho one CRM. Also we have 3 users, one of which emails arnt linking
一括メール送信について
すべての連絡先 を設定し一括送信を行ったのですが250件しか送信できていないようです。 なぜでしょうか?プランの問題ですか?設定の問題ですか?
Cliq Channels - Permissions
Hello All, As said in my previous post, I'm going to detail Permissions - set of actions one can perform in the channel. In more simple words it is the power that one wields in a channel to perform certain actions. You can go to Permissions through Channel Preview i.e. hover over the channel in LHS and click on info icon. There are total of 8 actions that constitute the Permissions. They are: Edit Channel info: Permission to edit the Channel title and description This info will be displayed in Channel
not letting add
im trying to add people with the add user + or whatever on my cliq little conversation chats for some reason when i add my fellows, or they add me it is not goin through and we are not able to add eachother i was only able to add two people
Help upgrading from Zoho Workplace
Is anyone able to assist with upgrading from Zoho Workplace to Zoho One? There appears to be no clear upgrade path. Thanks.
So I am trying to get a button to open a form with specific data, basically goods we haven't received yet.
So the column is Date_received and I want to pull the all the ones that haven't had the date received added as =isnull. Is this right way of doing this or do I need add more to it?
How to associate email with record?
Is there a way in Deluge or with the API to associate an email to a custom module record? I'm using the v2.1 Send Email method so I have the message_id of the email but don't see a way to add that to the Emails section of the custom module record because
Private Project
Hi, I would like to know if a user can create a Private project that only he's able to see it. Not even the ADMIN user. Thanks
The Social Wall: January 2025
We're excited to get started with this year's monthly product updates through The Social Wall. Let's make 2025 a year filled with excited things to learn and explore. This month, we made some product enhancements in Zoho Social: Publish images on TikTok
Cannot Forward an email to a New contact
Hello, As the title says, I Cannot forward any email to a new contact. In fact the autocomplete feature brings old or even deleted contacts and simply does not recognize the newly added contact. Those new contacts have definitely already been added to
The dark mode in CRM is here!!!
Just by accident, I discovered that CRM now has the dark mode! I'm sooooo stoked! I tried so hard with various dark-mode Chrome extensions to make the huge database that I'm staring at all day look easier on the eye! Some work ok, but there were always
Is there anyway to get the columns to auto resize to the screen width?
Hi, Is there a way of getting the columns to fit on one page in a creator app so it is easy to follow for the user.
Migration not working
I cannot set up a new email migration, this is the message: Oops! Something went wrong. Please contact support@eu.zohomail.com Can someone please suggest a fix?
[ADMIN CONSOLE BUG]: Selected users cannot be unblocked + cannot change user password
Refer attachments: 1. Select users > click Unblock button > message keeps appearing at the top 2. Change user password > Click Change button > nothing happens
When an app is in stage, is any imported data save when its then published
Hi, so I am just checking that any imported data during the stage part of app development wont be added when the app is published? Thanks.
Issue: Sales Order Not Closing After Converting to Invoice
I am facing an issue while converting a Sales Order into an Invoice. Instead of using the original item from the Sales Order, I am removing it and adding it again from "Include Unbilled Items." However, after generating the invoice, the Sales Order status
Why are these pages marked "restricted"?
Access is denied with these pages saying "Sorry, this page is restricted". Why? https://help.zoho.com/portal/en/kb/projects/tasks/task-operations7-0/articles/log-hours-for-tasks-old https://help.zoho.com/portal/en/kb/projects/tasks/task-roll-up-7-0/
Deleting a single occurrence of an event leads to the deletion of the entire series
As the title says: When I delete an event and click "this event", it deletes the entire series.
Custom CRM to close task when lead lost
Hello, I am currently trying to create a workflow rule to close the tasks still opens of the lost leads. I tried the workflowrule and update the field but it does not work because they come from 2 different modules (task and lead). So I tried to write
Deluge Script In CRM To Deal With More Than 200 Records
Hi, I have a Deluge script, which works perfectly. We have a custom field in the Campaigns module called Total_Raised which looks at the Donation_Amount field in the custom module, Donations. The idea is to sum up the total of all donation amounts. However,
Email Behavior in CRM
At what level can you see recipient behavior when sending emails from Zoho CRM? We thought there was a way to see what links were clicked, how many opens, etc but can't seem to find that info now.
Detail Profit & Loss, how to do in Zoho Books?
Is there any way to generate a detail profit & loss (Income Statement) from Zoho Books like the one in QuickBooks? I have 2 clients looking to jump from QB but this 1 report is the deal breaker if not available. They both audit their books from the detailed
Knowledge Base article lists
Is it possible to adjust the number of articles that are visible under a category of the Knowledge Base portal? Currently it looks like by default it populates about 5 articles before it puts the "more" option at the bottom. Looking to see if I can extend
can we add all the SC ticket folder for all of the tickets to sellers past and present?
Hi. How can we add tickets to a folder for organizing tickets
Rejected forward emails
I am currently trying to set up a Desk system, and the issue which I am stuck on is that when I have a set a rule from the previous email domain to forward all emails to the new ZohoDesk One - I get a bounce back. The bounce back reads that the recipient
Setting Up Direct Mail Campaigns
If I need to set up a 5 step direct mail campaign is that possible? Basically every week I upload names from a CSV to Zoho and then would need to mail them every 45 days for about 6 months. I would want to be able to take names off the list when they say their house is sold or that they don't want to be contacted. I don't necessarily need to have it integrated with click2mail or anything but would at least need to be able to export the file in a CSV/excel for each mailing. Does anyone know if that's
New ZOHO Mail Setup for my Website
Respected Team, I need to know that Can I create a Zoho Mail for my that website Apkqad.com that already have ZOHO Mail setup, actually I have forgot my gmail account on which I created zoho setup for my website, But is it any possibilities that I can
Why does only the first itemized description appear in reports?
I've noticed when I itemize an expense and there are several lines, only the first itemized line description appears in reporting. So for example, let's say I have a $525 expense that comes in on my bank account where I bought a $25 keyboard and a $500
Annoying Social Messaging Auto-Prompts
Hello! I love the idea of integrating SalesIQ with messaging channels like Facebook Messenger and Instagram. However, the way the SIQ throws the initial prompts feels annoying and too robotic. I'm attaching a few screenshot samples, just the resent ones.
zoho mail adds RE: in subject
Hi, In Zoho mail every time I reply to an email it puts a RE: in the subject line. So after a few replies on same email the subject line looks like RE: RE: RE: RE:RE: RE: RE: Order Details Can I stop Zoho mail from doing this bug? Les
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