Warehouse -> Locations Transition Causing Errors
After saying "okay" to the transition from 'warehouses' to 'locations', I've now got shipped Sales Orders that I cannot invoice. How does one proceed?
I have a requirement to integrate Zoho Books with Zoho Projects at both project and task levels.
Currently, when i create transactions in Zoho Books (Expenses, Invoices, Bills), we can only map them at the project level. However, our requirement is to: Map records at both project and task levels Sync these transactions back to Zoho Projects under
You cannot send this email campaign as it doesn't have any eligible contacts in the selected mailing list. You can try adding contacts or choose other mailing lists.
please help
Não consigo enviar e receber e-mail
Estou tendo problema de envio e recebimento de e-mail (meu e-mail é ands....lisi.com.br) Esta mensagem foi criada automaticamente pelo software de entrega de e-mails. Uma mensagem que você enviou não pôde ser entregue a um ou mais destinatários. Este
Blueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)
I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automatically
Ticket Status
HI, Any idea on how to create other options for this header??? I want to add an "Ordered" status. Its under "tickets" in Overview, I need a new status created (see second picture)
Turning off the recorded welcome in Zoho Webinar
Is there a way to turn off the recorded voice that comes up at the beginning of every webinar session? It devalues the experience for attendees from feedback, interrupting their connection with our brand and delaying webinar start unnecessarily.
"Track Inventory for this item" is forced checked by default for goods items (eTims issue?)
Hello, Since connecting our Zoho books to eTims (Kenya) the "Track Inventory for this item" is forced checked by default (eTims issue?) in the Item creation page for any type of goods. So when purchasing anything that the company does not intend to sale,
إلغاء الإشتراك
أريد إلغاء الإشتراك نهائياً.
Related list view for Assets
We first set up all our parent assets in FSM and now we are adding child assets which are the parts for the parent assets. When under the customer related list, since it only displays 5 rows of data, I have to click through many assets to locate the parent
Vorrei disdire l'abbonamento
Vorrei disdire l'abbonamento, ma non trovo il modo. Mi assistete?
In wiki editor, dragging an image fails
Expected behavior: Within the WYSIWYG editor, we have been able to select and drag an image (that is already inserted in the page) to move it to a different position on the page. Current behavior: For a few days recently (possibly longer and I didn't
Not able to see appointements when the territory permission is activated
Hello, I created different territories to separate the various departments within the company that will be working on different projects. The issue I am currently experiencing is that when I enable territory-based permissions, I can see the work order
IMAP/POP3 Email Fetching Issues
Hi, I’m having ongoing issues with external mail (siteground) fetching in Zoho Mail. IMAP accounts show as connected, but new messages don’t arrive consistently. POP3 fetch also works only intermittently, and the polling interval doesn’t seem to run on
Zoho projects dependancies is a joke
About to cancel our Zoho One subscription because Zoho Projects is a mess. Can't build a proper progream in it because the dependancies doesn't work properly. Can't believe this software is promoter as a project program when one can't even build a proper
Need Native Support for docx files in Zoho Writer
Absolutely love Zoho Writer, but often need to share files by email with people who are in the Office ecosystem. Downloading a file as docx, then sending it by email, getting the comments back, converting it to Zoho format, editing it, then converting
**IMAP fetch unreliable + POP3 not polling on schedule — ongoing issue**
Hi all, I've been dealing with persistent incoming mail fetch problems in Zoho Mail and wanted to post here in case others are experiencing the same, and to get some visibility from the Zoho team. As proof that this is Zoho specific issues, I setup up
パスワード
ログインするためのパスワード取得したい。
Client Script Button in Related List become invalid
Hi, I am the admin of our organization. And I setup a client script button in related list to raise payment refund request While this button become non selectable recently. I believe there is something wrong from zoho as this button had run for a year.
Issue with payments on invoices
Hello, I’m having the following issue. When I create an invoice and try to apply a partial payment in a single transaction, the system does not allow it — it only allows full payment. Is this the expected behavior, or am I missing some configuration?
Sent email stuck on processing
My sent emails are stuck on processing, whats going on?
Images not showing up in Desk tickets
Customers are trying to send us screenshots to diagnose their issues. But Desk seems to be stopping the images/breaking the link when the ticket comes in. (We can see them in an email box getting cc'd on all tickets...so it's not our mail system). Help!
Zoho HTML editor is removing MSO (Outlook) specific code.
The ability to add in custom HTML is great. We are using MJML to generate our wonderfully cross platform and responsive email code that works on Act-On, Salesforce, Hubspot, Active Campaign, and lead liaison. The way it supports MSO (Outlook) is it included
Custom Portal URL causing SAMEORIGIN error with embedded Page snippet
In my app, I have a page that embeds another page. The URL that I have for the embedded page starts with https://creatorapp.zoho.com but the custom domain I have set up is https://kors.kerndell.com. Because the user logged into the app at https://kors.kerndell.com,
Pasting images is a mess
I’m trying to paste images into my tickets, in the comments field. But when I paste images, they end up in the wrong order or behind the text.
Zoho Finance Limitations 2.0 #5: Can't select "Account Id" if creating Custom Links in Related Panel (but it's available for Custom Buttons)
When creating a custom link within the Zoho Finance module there is no option to select the "Account Id". If creating a Custom Button, it's available. Any plans to make this available within a reasonable timeframe? ======== Perspective: using Zoho finance
Alterar número de telefone para receber o código OTP
Boa tarde! Como posso alterar o número de telefone da minha conta para aceder ao meu email corporativo? Estou tentando logar, mas não consigo, pois está sendo enviado o código OTP para o número antigo, preciso aceder urgente meu email, porque e de trabalho.
Can't delete shared mailbox emails from mobile app
I have the mobile app on iOS and cannot seem to find a way to delete an email from a shared mailbox. Is there something I'm missing here? Michael
OAuth integration issues
I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'
URGENT ESCALATION — Unresolved Datacenter Conflict: Zoho Recruit .in vs Zoho Apps .com | Business-Critical Issue
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ISSUE SUMMARY ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Our organisation has existing Zoho accounts registered under the US datacenter (.com). We have onboarded Zoho Recruit under the India datacenter (.in) at https://recruit.zoho.in/
Forms cannot be accessed.
https://forms.zoho.com/ is not available, please help to fix
[URGENT] Cannot access Functions tab in CRM
Navigating to /settings/functions/myFunctions gives this error message: "Sorry, something went wrong. Please try again later." I raised this issue with Zoho Support on Monday (3 days ago) but have not heard back. I'm sure it's clear how important it is
Workflow Assistance in Zoho CRM
Our client's sales team visits customers on-site and currently fills a physical paper form to capture customer details, and then separately re-enters the same data into Zoho CRM via the mobile app — resulting in double data entry. We want the salesperson
Pasting Images in Zoho Desk ignores cursor location
My team has reported an issue which started recently where when we paste an image into a new or existing reply or comment, the pasted image seems to ignore the current cursor location instead paste itself at the last character present in the reply/comment,
Unable to attach Fillable File Upload field to Merge Template ever since UI update
Ever since the new UI update, the field for Attachments for sending document for Signing in Writer has had an issue where trying to add a Fillable item in the Attachment field ends up always becoming a "Choose a File From Drive" option instead. No matter
Zoho Finance Limitations 2.0 #19: Books Statement layout can't be customized to fit standard US windowed envelope
Another small limitation. We do monthly statement runs and mail (in addition to email) out several hundred statements each month. For the previous 15 years we've used windowed envelopes and quickbooks. However Zoho books places the sender address on the
Problem with CRM Connection not Refreshing Token
I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to
Kiosk waiting for completion breaks previous field updates from occurring, yet timeline of record show changes
hi 1) I set to statuses on a Get record . 2) Next i run a function and capture the result i.e. wait for completion 3) Then a Screen The record's timeline show the status changes. Yet the record has not changed. I can repeat this. I had another route in
Simple Custom Function to Update Candidate status
Hi folks, We are currently using Zoho Recruit and have sources from where candidates are applying. Currently all candidates are being set to 'Associated' when they apply via 3rd party sources but that is not useful for us under our business process. I
Zoho FSM Work Order Creation Failure
Hello FSM team and Latha, This automation is built in Zoho Creator and is triggered when a “New Repair Order” is created or updated through form submission. Once the form is submitted, the script automatically retrieves the related customer and company
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