Change Entry Date; Backdate
Hello! How can I change the entry date on an entry? Sometimes I need to backward an entry instead of using the current date. Please explain how I can do this. Thanks!
Zohobooks duplicate contacts with same email address
This appears to be a bug in Zohobooks. It wrongly allows for the existence of multiple contacts with the same email address, and it wrongly uses case-sensitive comparisons for email-addresses when looking up contacts, email addresses should always be
Category searching
I believe category searching could be improved in several ways. It would be great if like when creating categories there was an option to organize products following a tree scheme instead of just indicating the category in the column.
Images optimizer
Hi. I want to use something like TwicPics to optimize the images at my website. https://www.twicpics.com/docs/tutorials/quick-start Unfortunately, it works by adding an attribute to the img html codes. How to do that on Zoho Sites? If not possible, do
mapping account field to sales order
We are trying to map some simple fields from the account record to a sales order in Zoho. Specifially, we are trying to map customer name, email address and phone number. is there a simple way to do this? Thanks
Zoho Support
How does one get attention to a support request if no response has been received?
Editing a Product Price at Deal Level and Keep Master Product Price
Hi, We are planning to use Zoho CRM for managing sales/events and PandaDoc for sending proposals. How PandaDoc works: - we create the deal in Zoho CRM. - we add Products to the deal in Zoho CRM. - we press "Send to PandaDoc" button (part of the PandaDoc
Import invoices. Status "Draft", but I want it to be "Sent"
I have imported customers, no problem I am now importing open, unpaid invoices. In the import file I have set the status to "Sent", but they are still imported as "Draft". How can I import invoices and have the status set to Sent? There have been no payment to these invoices. - What should I set in the Status filed of the import file?
Errors on Email Tab
Just paid for and setup a pop account as my default email account in zoho CRM. Every time I click on the email tab in zoho CRM i get error messages and the email app does not load. the email app is fine when i log into mail.zoho.com, but I would really like to be able to access my email from CRM. See images for specific error messages.
Field not appearing on field mapping with CRM
I am trying to create a form for employees to fill out what services were done to a vehicle. But for some reason the vehicle field is not appearing on the CRM field mapping options. CRM Field Mapping Options not showing the Vehicle Field The fields on
Drop Shipping
I noticed that Zoho Inventory has Drop Shipping. Since Zoho Commerce integrates with Zoho Inventory, how does one use Drop Shipping within Zoho Commerce?
Create a ZML component/snippet that can be used on multiple pages?
According to Zoho's docs, "Snippets are stand-alone, re-usable code pieces." Is there a way to create a ZML component that can be used in multiple pages?
Separate Buttons for Public and Private Ticket Comments
Instead of hovering over the Comment button to toggle between Private & Public, it would be nice to have separate, always visible buttons of different colors for each type of comment. Something like:
Is there a "Change Log" in Zoho Desk?
Hi Zoho Desk support. I would like to inqire if there is a change log in Zoho Desk. Thank you.
We are experiencing an error when we try to update our ticket.
Please see below error message we receive while updating our ticket.
Zoho Creator 6 in Zoho One
Hello, Is there any ETA when Zoho One users will have Creator v6? Thanks!
How to Do a List in a Zoho SIGN Drop Down Field with 50 Options?
I need to frequently add a dropdown field in Zoho Sign that has all 50 states in the US. Is there a way to copy/paste a list easily, rather than clicking the "+" 48 times and typing in each state? When I try to paste the list of states, they all just
I Can't Reconnect to Facebook Page
I Am trying to reconnect my Facebook Account. I'm not sure why it got disconnected. I resubmitted the permissions page and checked off all the permissions but when I submitted it I received an error message. Now everytime I try to reconnect I am not getting
Does anyone experiencing issues with downloading uploaded files?
My clients (different accounts and apps) getting this error when trying to download uploaded files.
How to see Zoho Project Task List Table in Analytics
I have connected Z Project to Z Anlytics, but am not able to view the task list table
Is it possible to have members of the same team/group with different levels of subscription to Zoho CRM?
I have just started a FREE trial of Zoho CRM and am determining the levels of subscription needed by my team. For the sales team, a basic member is fine; but for our marketing team, I would like them to have a higher level subscription with the Social
Customer and Vendor - Deduct the payment of vendor fro received ammount
Hello Everyone, I'm around this question for more then a day, and no clue how to get it done. I have googled for everything, and the only solution that would supposelly work, it is not. I have customer A, which pays me 10.000 USD for an invoice of 11.000
Editable sheet but can not distribute, save or email or etc...
Is this possible? I want the file to save in its existing location. But not for the user to be able to save a copy etc... this is disastrous. Is this possible? I can see that this has been asked in various forms up to 9 years ago and as far as I can tell
Getting Reminder Fail Notification No contacts for the customer
Hello Team If you facing the Issue with Reminder Email Like "No contacts for the customer" , so there is the solution above of this By the API or Custom or Dynamic Here. Answer:- we are getting this email because there is No Email has been sent for the
I would like to ask about API credits.
I would like to ask about API credits. Are api credits consumed when communicating with the PHP SDK?
Zoho Canvas Layout Rule, Show and Hide Fields
Hello Team, Problem Statement:- We are using Canvas inside the zoho CRM & also using the layout rule, we are not able to Show and Hide Section according to condition. so anyone can help me for the same like who have the knowledge of zoho crm canvas view
Zoho is not loading on Safari
Within the past couple of days, I can not access Zoho from Safari on my Mac. I will get a page loading screen and then nothing more. It loads just fine on Firefox. Any suggestions?
Project and Task reports don't include archived projects
Am trying to do some "Year in Review" reporting, such as a graph of Task volume by status for all projects. But archived projects aren't included in reports. Is there a way to access that data without keeping every project active?
Using Dynamic Content to get data from Zoho Creator does not work
I have gone through the PDF for creating Dynamic Content in Zoho Sites that Zoho has provided, and I'm trying to set up a very simple Dynamic Content function on my Zoho Sites website to get records from our Zoho Creator app. In Settings-->Connections
Sync Contacts between CRM and Campaigns
Hello, I see a number of answer to this but I still do not get it. I am trying to sync between the Zoho CRM and the Zoho Campaigns to create a list. When I take the steps, I am being told first the connection is not active, then when I make the connection
Unattended Access: Linux (Debian Stable) host (with GDM3 GNOME GUI) + no monitor, won't display
As the subject says, I am running into an issue where the log files are saying that ZohoUA can't find a monitor (because there isn't one connected). I still need a virtual adapter of sorts so I can see the screen at a client's remote site. Here is what
Project Manager view Budget Hours not Budget $$
We want to use the Budgeting functionality of Projects, but our Project Managers don't need to see the Budgets in terms of Amounts ($), only in terms of Hours. Our Management Team need to see Project budgets in terms of Amounts ($) and not Hours. Is
Display Popup Window in zoho Crm
On Created record the popup displays with some message. I need a source code or any ideas
Cannot associate accounts to products
Hi there, In the products module, I am unable to associate accounts using the related list. It comes up with "new." However, in the accounts module, I can associate products using the related lists. Please help. Kind regards Sarah
Bug in Create an Estimate API
Just in case the ZohoBooks API is still supported: Using the API for 'Create an Estimate', as documented at https://www.zoho.com/books/api/v3/estimates/#create-an-estimate , often results in the undocumented error code 1002: Statement of Accounts does
2022 - A look back at Zoho Sprints
Greetings from Zoho Sprints! A new year is lingering on the horizon and we're looking forward to all the new changes it will bring. At the same time, we can't help looking back at all the wonderful accomplishments from this past year. We are glad to share
Zoho Workdrive
Dear Team, Please I want to delete a workdrive I created. I am meant to be part of a company's workdrive. Kindly guide me on the procedure to delete the workdrive I created. Meanwhile, I couldn't join the the company's workdrive and the superadmin have
Como agregar CIF de los clientes a las facturas
Buenos días, Necesito poder agregar el CIF del cliente en la creación de las facturas, pero siempre me sale vacio, algo estoy haciendo mal y no se que puede ser. Tengo creado el campo CIF tanto para los clientes como para las facturas. Alguien me puede
Need to know the attachment date when searching resumes (otherwise there is no way to avoid looking at old resumes)
When I do a resume search there is no way to know the date of the attachment. In my opinion, this is critical. If a resume is 10+ years old it is not useful to review. I have tried searching recently modified candidates but these records might still have
Auto Document Number based on Dropdown Input
Hi Guys, I am a newbie and I am trying to automate document numbering based on user input from a dropdown or lookup input. For now, I used a long dropdown list and was following some youtube videos to create this code. The code seems to work, but it keeps
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