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GoCardless- Mandate Sync.
We are more than happy to announce an important update to our GoCardless integration. The latest update will automatically fetch the direct debit mandates of the existing GoCardless users to Zoho Invoice accounts, and you can start collecting payments
Zoho Creator Upcoming Updates - October 2024
Hello all! We continuously strive to enhance and improve Zoho Creator with new capabilities. Continuing with this journey, we're excited to share the latest developments and progress with you. Now, let's dive into the updates for this month: Widget JS
MX records are correct, however MX verification fails
Our MX records are configured correctly, however the MX verification step fails. Please see the attached screenshot. The domain is framer.ly We know the configuration is correct because we have been using Zoho for a number of years, however we accidentally
IMAP not syncing
Since yesterday (at least that's when I first noticed it) my IMAP clients on my MacBook and iPhone aren't syncing properly with Zoho. Looking on webmail I see messages from today that are just not appearing in my mail client on my devices. It just seems
Thunderbird no longer receiving emails
Since 8.15 am yesterday. Three machines all running Thunderbird. Three different ISP's. Emails in inbox are no longer downloading (sporadically they do then stop again). I can send but messages do not appear in the sent folder. Webmail working OK. Android
Creator Simplified #8: Calculate business hours between date-time fields in Zoho Creator
Hey Creators!It's time to learn something new and simplify your app development journey with Zoho Creator. Requirement Calculate business hours between two chosen date-time inputs. Sample Use-case In a Project Tracker application, the team lead selects
Video streaming on Zoho Creator
I used the video upload field in my form for my public users. Upon recording and uploading their video, I am able to view the videos in my apps. The issue I am currently facing is that the playback of the video is very slow. Every few secs, the playback video would pause and a circular image would appear suggesting that the video is still being downloaded. My video file is only 1 min long and is about 20MB. My connection to the internet at the point of testing is around 32Mbps (download speed).
Webinar - Holiday Marketing Hacks | Zoho LandingPage
As the holiday season approaches, it’s the perfect time to refine your marketing strategies and prepare for the influx of shoppers looking for the best deals and offers. To help you navigate this bustling time of year, we’re hosting a special webinar
Lay-out rules without a blueprint
Is it possible to implement lay-out rules within a blueprint? I want that the field 'Intermediair' only appears when the value of 'Type klant' = 'X'. Besides, I want that a new record in the 'Onboarding' module should be created ONLY when 'Type klant'
Power of Automation: Seamless Task and Issue Id Prefix Alignment with Project Prefix Id.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Money Lending Operation - Simple CRM with Action calls
Please check the attached PDF. Please provide a timeframe, proposal and rough sketch on what you can do. You're welcome to remote into our PC to get a look at the current CRM structure and see what needs to be done. Thanks! Budget : TBD | Duration : One week To leave a private message, please click the link for private response in post Action section. Download Attachments
Not able to add custom fields data in zoho books contacts with deluge script
Hey here i have written the deluge script in zoho crm to send data of contacts in zoho books but only contact_name is getting entered in zoho data vendor_data = Map(); vendor_data.put("contact_name",beneficiary_record.get("Name")); vendor_data.put("email",beneficiary_record.get("Email"));
Zoho books reporting API
How to get the Zoho books reports using API. I need to get various zoho books reports.
How to refund for multiple Credit Notes to a Customer.
I have a situation where in there are multiple credit Notes for a customer. How can i select all the credit notes and do a single refund.
Zoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.
One form, two modules
I want to create a form for Zoho CRM that will retrieve information from two modules - Contact and Deals. Is this possible? If so, how can I accomplish this? Thanks
Modify the way a phone number is shown in footer on ZOHO Booking Page
The default display of the phone number field in the footer is not customer friendly - See image below. We would like it to use the accepted standards of phone number display: +61 (0)2 88545440, or allow us to choose. At the moment ZOHO Booking sets how
Show ordered quantity on packing slips and invoices
Hello Is there any way possible to show the original ordered quantity of an item (as recorded in the sales order) on subsequent package slips and sales invoices, so that these documents can show the customer the ordered qty vs the qty being currently
Project Statuses
Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them
Zoho Inventory making changes to previous Fiscal Year Trial Balance
I'm running into an issue with Zoho Inventory syncing to QuickBooks and making edits now to journal entries made in our previous fiscal year. Fiscal Year End reporting has been completed, but our balances keep changing. If we make purchases or credits/returns
How to know account verification mobile number
How to know account verification mobile number
Native Barcode Generation in Creator
Hi all, I saw somewhere in a release announcement that Creator was going to add native Barcode/QR code generation, which was suppose to happen earlier this year. Anyone out there have any insight into how much further out this is? Thanks!
Saved Searches and Tags
Hello. Perhaps I am overlooking this, but it would be very helpful if the saved searches permitted 'negative' values (e.g. "Does Not Have). For example, I have a saved search where emails that have a certain tag (Client Tag) are presented in a saved search.
Accounts Receivable Balances Differs in Balance Sheet, Customer Balance Report, AR Ageing Summary, and AR Ageing Details.
Hello Zoho Accounts Receivable Balances Differs in Balance Sheet, Customer Balance Report, AR Ageing Summary, and AR Ageing Details. Please clarify and fix the issues here. Thanks
Sharing Newsletter from Past Campaign when I don't have a list
I have created and sent a campaign (i.e. a newsletter about my blog-articles). The campaign was sent to "segments" I'm trying to post a link to past newsletters, but as best as I can tell, to create an "Archive Link" you must select a "List" I got to
POP/SMTP access authentication failed
I am unable to log setup outlook for my zoho mail account. I am using these settings pop.zoho.com port 995 SSL poppro.zoho.com port 995 SSL smtp.zoho.com port 587(tls)/465(ssl) username/password works on mail.zoho.com but not with POP access. Can you
Workflow for a whitepaper
Hi, I would like to set up a workflow for sending a white paper. First, the user should register using a form. They should then receive an e-mail confirming their e-mail address and consenting to their data being used (double opt-in). If they confirm
Add the possibility to reorder rules
Right now rules are automatically ordered as they are added and they cannot be reordered. An example scenario where I find this is often needed is when working on more complex forms that have many fields and rules. As the form gets created and even after
Zoho Recruit: Time to Step Up Your AI Game!
I've been using Zoho Recruit for many years and I love it. But let's be honest, it's starting to feel a bit like a relic from the pre-ai era. I recently tried out new systems that have ai resume screening and ai interviewing capabilities, these systems
Deluge Script with Google Drive Connection
Hi, I am trying to find a file usine file name in a specic Folder Id in google drive but unable to figure out how to use the connection in google drive. We have created a connection in google deluge script in the name of "gdrive" response = invokeUrl
Windows Desktop Application for Bigin
I'm finding the need for a standalone Bigin desktop app for Windows users. Most of my daily work is done through a browser, so I often have several open tabs while working with customers and checking product information, etc. With Bigin currently only
how to make a downloaded file has file name + file extension in its name?
I want to download the file from 'File Upload' Field in Zoho CRM, after download the file then I will upload it to our own image server to create a download URL link. I wrote the code below. but the problem is, the file name doesnt have file extension
Setting for Warning on Customer Email Address When Creating a Lead
Hello, I wanted to check if anyone knows if there’s a setting for this: When I create a new lead, I would like the system to warn me if the person already exists as a customer under that email address. Just to clarify: I’m not talking about being warned
Zoho CRM email formatting issues
I have been having a hard time with formatting email templates. It feels like Zoho email is "fighting my edits." It refuses to change size, font, etc. Sometimes, the template looks great, then when the email gets sent, it looks completely different- some
Get the body of an email from the Email module using a workflow
Hello Folks, I've created a workflow that works on the "Emails" module, this workflow sends the email information to a function. My Question is: How I can obtain the body of these emails? Since there is way to get the body from the fields of the Emails
Reporting Tags as a column on custom reports
Hi support team, Is there any option to view the reporting tags added to the transactions as a column in the cutom reports? At the moment, we are able to see only the default columns when we try to create a custom report, but will be great to have information
Unable to send email from PHP using smtp with PHPMailer
<!DOCTYPE html> <!-- To change this license header, choose License Headers in Project Properties. To change this template file, choose Tools | Templates and open the template in the editor. --> <html> <head> <meta charset="UTF-8"> <title></title> </head>
Reassigning Admin User
I need to reassign an admin user to a new employee. If I transfer the admin user data to another admin user and then delete the old admin user, will this impact any workflows, automation, campaigns, that were created by the old admin user?
How to concatenate to make clickable url?
Hello, When I type url in cell it automatically creates hyperlink. Now, if I CONCATENATE two cells like this A1:http://www.domain.com/ B1:blog to make C1: http://www.domain.com/blog it doesn't create a clickable link. Why not?
Custom Multi-Line Field Email Checker ?
I see there is on the Marketplace great extensions for both the phone checker and email. Unfortunately neither are a good use-case for how we operate. I am looking to create a custom function (whether this be through Button or Kiosk) where once clicked,
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