Sticky Posts
Tip: How to print the Gantt View
Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
Project Management via Emails in Zoho Projects
We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more
Four types of task dependencies
"Nothing is particularly hard if you divide it into small jobs." - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
Task and Project numbering
Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs. Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
Task Inline Editing Enhancement
Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.
Recent Topics
ZOHO DESK ヘルプセンターの言語選択メニューの表示方法
ZOHO DESK のヘルプセンターを構築し、多言語化設定をしました。 顧客のヘルプセンター画面右上に言語選択メニューが表示されないため、弊社の契約先会社に問い合わせましたが、「通常は多言語化をオンにすると表示するためCSS を触り過ぎではないか」 という指摘のみでした。 試行中ですが表示できません。 何か要因となる情報をお持ちの方がいましたらご教授いただけますと幸いです。 ↓の赤枠を表示したいのですが、表示できません。
CRM email sync with 365 - app passwords
Hi We have synced users crm account with hosted 365 email accounts. 365 has MFA enforced across the tenant. Now encountering issues with 365 sync failing due to password errors after some time. Advised that will need to use app passwords from 365 in order
how to Add a TXT record in the DNS
hi everyone, i am using https://pradairways.weebly.com domain for practice purpose, now a Domain Verification - pradairways.weebly.com is required ,how to add txt reocrd in dns and complete the process. thanks in advanced
How can I reduce the size of the lightbox?
Hello - I want to reduce the size of the lightbox overlay function on my site. Currently it occupies the WHOLE screen when activated, which I'm not a huge fan of. Is there anyway I can reduce the size of the lightbox overlay? Say, it only takes up 75%
Items attribute questions
Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the
Update multi-select lookup via API? Or allow for import of multi-select Lookups?
When will the ability to update a multi-select lookup via API be available? Also when will we be able to import a record with multi-select lookups? I understand a linking module can help with this, but linking modules in our scenario would only be used
Would like to create a bounce-back for incoming emails
Hi all, I have a catch-all address, now from this I would like Zohomail to bounce back specific email addresses to the sender. Would like the server to send back an email from zoho servers stating that the intended addresse is no longer valid. while retaining
Cambiar nombre de usuario
Hola. Tengo una cuenta en zoho, por ejemplo Minombre @ midominio.es Y quiero cambiarlo a Miotronombre @ midominio.es Se puede cambiar??? Con la cuenta gratuita de zoho, cuantos nombres puedo tener en un dominio??? Gracias y buen dia
Undelivered Mail Returned to Sender
Hello I set up Zoho with the the correct MX and TXT records and outgoing mails are workingfine, where as all incoming mail is getting blocked with the error message 550 What is the way to fix this? I am at a point where I don't know that to do. Would
Circuite fail because www.zohoapis.com:443 refuse conection
Is anyone else experiencing this issue? A few weeks ago, I started having issues with circuits failing due to www.zohoapis.com:443 refusing the connection. The error message is quite clear and points to a problem on Zoho's API server, rather than with
Error in connecting to WorkDrive
I'm trying to write a script to look in a specific WorkDrive folder and if there is a csv or xslx file, copy it to a different folder with a modified filename. That gave me the error: {"errors":[{"id":"F6016","title":"URL Rule is not configured"}]} So
Help with Zoho Books Deluge code error
I have this deluge code im writing for Zoho Books button, it throws an error: Check and update the code in line 12 as there is a Exception : Error at line :14 Improper Statement Error might be due to missing ';' at end of the line or incomplete expression
Add additional field to quick search results
IN the advanced search, we can add any field to the columns. In the regular search results (before you press enter, there is no option to modify the results. It would be super useful to include a custom field where it currently displays the pipleine
Problem - cant add Users (i.e. Zoho one / CRM Users) to BCC or CC in email, i.e. Sales orders or Retainers
I can go to zoho books email templates, and select any email template, and automatically include any Zoho One user, i.e. member of staff. However in the context of sending an email, it will not let us add a member of staff from the user list, instead
Cannot read properties of null (reading 'className')
Hello, I'm attempting to integrate the Zoho desk chat widget. It loads visually on most pages, but at some point, it throws this error and it never appears: Cannot read properties of null (reading 'className') Here is the full trace: floatbutton1_hXdnKUp…f6FPihRNT_T47_.js:1
Is there a way to show contact emails in the Account?
I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
Referring to Zoho user groups in Deluge?
Hello, I am wondering whether it is possible to refer to Zoho user groups (with whom the application is shared) in Deluge. I currently restrict records to be viewable only if the login user created the record, but I would also like to make all records viewable if the login user belongs to group X. Thank you.
Zoho Books CREDIT LIMIT is completely USELESS due to a BUG!!! Please fix it ASAP!!
Credit Limit should not be taken into account if payment terms on the Invoice are without credit. If selected Credit 0 days (Prepayment) why in this world would a notification pop up saying credit limit is exceeded and not allowing to create an invoice?
Mail Merge - unable to send more than 50 email
Hi, I've subscribed to the pay email service because of the Mail Merge feature. However, I've found that this feature only allow to send up to 50 emails. I've to attach a screenshot for your reference. This limitation is not mentioned anywhere in service.
Auto-sync field of lookup value
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
Records not showing immediately.
Hi, I keep coming across a problem when records are inserted, updated or deleted via deluge, the changes / new records or deletions aren't visible in the form's report. (Even after refreshing and clearing browser cache). I am experiencing this issue in both Google Chrome and Firefox. The records will eventually show up, but the delay can vary wildly. Below screenshot shows the report still showing a record which has been deleted via deluge. When clicking "edit" on the record, Zoho displays a single
Email signature duplicate
Hi, For a few weeks, opening the email writer would show an error. After clicking ok, the signature would change slighty (font size, I believe). After that it worked fine, so we thought nothing of it. However, now it no longer shows the error puts the
I can't auto-scheduling calls down - the code does not change anything
Hi, I was trying to set a function that auto-schedules calls based on their call result; i.e "Requested more info". I had also included a reminder to send an email in the code. I logged a test call and nothing changed. Is there anything wrong with the
Generate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
customers enter orders?
Anyway we can let a customer into CRM and enter their own orders , no access to anything else except history reports, no access to any other contacts. Greg Aanes 2109 Queen Street Bellingha WA USA
Can I associate a lead with an account?
Hello, Can I associate a lead with an account? The only way I can do this at the moment is if I convert them from a lead. But we have a situation where we have multiple leads for one customer so I will need to see both leads when I am viewing this customer. Thanks. Jason
404 error for sites
I'm getting a 404 error for all the sites that I created...they were working just 4-5 hours ago....
Default view to Gantt
Greetings How does one set the default view to Gantt?
How to add two columns in Zoho forms
I would like to have two columns in Zoho forms. How can i enable two columns?
Condition in templates
Is it possible for me to add merge field conditionally in my templates. For example Dear ${Leads.Gender == "Male" ? "Sir" : "Ma"},
Group Sales Inbox with subfolders
I am looking for the most effective way to create a group inbox. I am exploring Zoho coming from a CRM where we have a group sales inbox, which is divided into 3 subfolders depending on which language the sender is sending the mail to. We have an English, Spanish and French email address where,each message is going to one of the subfolders in the main sales inbox. I have only been using the Zoho system for a few days and am trying to set it up the most appropriately and would like to know how this
Zoho Support / Microsoft Outlook integration
Is there integration between Microsoft Outlook and Zoho Support? If so, can you point me to the related documentation? I'm trying to understand how that would work.
Why cant I add users to my Portal, Workspace or Base?
When trying to add users a view within my base, the users arent appearing. They are part of my organisation user list and should be available for selection when sharing a view within a base, but they arent popping up to select. What could the issue
Zoho Desk Invite
I'm trying to send an invite via Zoho Desk to the email nwc.hd@telecare.com.sa using my account in Zoho desk rmsh7777.rs@gmail.com but the invitation or email is no received. I need your kindness to activate the account, please.
How can I make a part of a form be divided into two columns?
Hi, i have a form, and i want to have 2 columns in the form but not completely, so, the first part of the form have 1 column but in the bottom of the form, i want 2 columns, how can i do? Thank you.
Get a realistic picture of your revenue with Forecast Adjustments in Zoho CRM
#crm25q1 Dear Customers, We hope you're doing well! Today, we're here with an important enhancement for business decision makers: forecast adjustments. Let's get straight to it! With technology on the rise and CX at its core, businesses are constantly
Filter timesheet by log title
Hello, is there a way to filter timesheets by log title (or to group by log title). Thank you
We are being told that emails sent to us bounce back on first attempt, then go through upon the second attempt. How do we fix this?
As the title suggests, when interacting with another business today (one that is also using their own domain emails) we were told that each time they sent an email to us, it would bounce back upon the first attempt, only to go through successfully upon
MA 2.0 Email Footer
Good day, I recently went through the nightmare of upgrading from MA 1.0 to MA 2.0 and continue to experience more problems or missing features and settings. In this particular case, I am trying to find where and how to edit the Email Footer in MA 2.0.
Show both Vendor and Customers in contact statement
Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer,
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