Employee Engagement
Just wanted to say I love the new Employee Engagement feature and I'm looking forward to seeing it built up and improved upon. Right now, it's limited because you must schedule a (multiple) single questions from each category manually. It would be nice
Location searching - how to?
I need to allow users to search by zip code (we have many house listings with addresses), but I want to expand beyond the zip code they enter by X miles. What would be the best way to build something like that out?
German Accounting SKR03 / SKR04 needed / Datev Kontenplan
Dear Team, for German accounting its necessary to have the DATEV Based account plan called SKR03 or SKR04, bases on this account plan everything ist manged in German accounting and most important with the tax office. We need an integration of SKR03 and
Introducing Zillum by Zoho—your secure family cloud
Dear user, Greetings from Zoho Mail! We hope you are safe and in good health. For 15 years, we have been striving to provide a clean, and fast email service for businesses with a keen focus on top-notch security, keeping your data safe from prying
Automatic Bank Feed Triodos Netherlands
When trying to setup an automatic bank feed for a Triodos NL bank account in Zoho Books I noticed that Triodos Germany is an option but not the Netherlands, does this mean that Triodos NL will be supported in the future? Is this being worked on?
Correo truncado en CRM
Hola, Estoy teniendo problemas con el envío de correos electrónicos a mis clientes de miportal (TERAPIA DE NEGOCIOS - TDN) del cual soy SUPERADMINISTRADOR, por otro lado, he sido invitado como "gestor" al CRM de la empresa CHEF Con rol Estándar y desde
Zoho Flow - need to format the System Variable -> Current Date
Hi, I am unable to format the System Variable --> Current Date in Zoho Flow. Please let me know how can I format that date. Currently the System Variable --> Current Date appears as e.g. : 2020-12-31 I need to show that date (in subject line of emails,
New Zoho Books Action "Update Invoice" is BROKEN
Zoho flow recently implemented new Zoho Books actions that required us to update all of the flows with new actions where we previously used "Zoho Books." Now the "Update Invoice" Action is broken. Every time we try to update a Sent Invoice using "Update Invoice" action we get the following error: Zoho Books says "Please enter the reason for updating a sent invoice." But the action doesn't have a field to enter "Reason" like it used to before we were forced to update. Literally the Zoho Flow updates
Zoho Flow Connection Error
I have set up two flows that connects two projects from Asana to Azure Devops. The process needs to create a workitem in devops the moment a task is created in Asana. It failes saying Azure DevOps says "null". Please help.
Booking agency working with roster of artists wanting to incorporate these artists ("clients") in the CRM workflow.
I'm wondering what the best way would be to include our roster of clients into the CRM. These artists are the "products" our booking agency is selling, but we are not sure if re-naming the Products module to "Clients" is the most elegant solution here.
Zoho IP blocked by SpamCop
After send e-mail, message return: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. destination@domain.com, ERROR CODE :554 -
How to Open an OST File in Outlook 2019?
Are you searching for an instant solution for how to open an OST file in Outlook 2019? Do you want to take backup of the Exchange OST file in Outlook PST? Don’t need to bother more as we are here to solve your problem. Here we will provide you complete
Need HSN code, rate and item name in invoice details report section
Need HSN code, rate and item name in invoice details report section Please add this which is required during filing of GSTR 9 return
Custom Function in Invoices for a Feild
Hi Everyone, Can someone please help me the function code to update the custom field (cf_delivery_date) value of the invoice using a button. After clicking button custom field should updated with the current date. Rregards, Sirish
How unblock mail account
Hi, We have a blocked email account. We can not send messages. The account is contacto[at]tuminoticias[dot]pe. We would also like to know the reason and how we can prevent it from happening again. Nicolas Nicolás
Configure SPF
SPF entries in your domains DNS are not configured to match with Zoho. Configure SPF for better email deliverability. Hello Zoho I got this notification few days ago ,now my email domain can't receive massage anymore, I will be very much glad if you can
Ticketbai en zoho books y zoho invoice
Hola a toda la comunidad, Parece que zoho no tiene idea de momento de implementar las obligaciones de ticketbai en zoho books y zoho invoice. Obligatorio para facturar en el país vasco en 2.022, para cualquier pyme o autónomo. Esto nos supone un gran
Create contracts through a request form in Zoho Forms
Usually, the need for a contract will be raised by other department people, such as your colleagues in Business Development, Sales, Procurement, Department Heads, etc., through email or other forms of communication. Your contract managers or legal associates
Timer App for Chrome Resets entries when switching between Timer to Log Time
I have noticed that the Time App for Chrome clears my entered project, task, and notes when switching between Timer to Log Time. For example, if I start in the default mode (Timer) and enter my project, tsk and notes and then switch to Log Time, I have
Free Webinar: Zoho Show Libraries: A collection of templates, fonts, and slides for distributed teams.
Happy New Year, everyone! We are excited to invite you to our first webinar of the year, which will focus on Show's Libraries feature. Every company needs a central storage space for their organization's slides, templates, and fonts, which can be easily
Support for Personal Group Contacts is ending soon. Please export those contacts now to avoid losing them..
Ok, is anyone else confused by what this means? I have a few GROUPS under my personal contacts - will the GROUPING disappear? The "export those contacts now to avoid losing them" sounds like the CONTACTS will be gone. What's the point in doing this? "Personal"
Account locked from sending Email.
Hi, My zoho mail has locked from sending email and it shows message "unusual activity detected. Your account is locked from sending emails". So what can i do to unlock my mail ?
Forwarding non existing accounts
I am looking to migrate an organization from their existing POP3 email accounts with their website hosting provider to Zoho. They are currently using a work-around for the number of email accounts they have by using forwarders. Let me explain. Let's say that they need an email account of 1234@example.com. Well, since there is a space limit for email storage, the user of that email address asks for it to be forwarded to his personal email account. With a web hosting account, email forwarders can be
Adding a Lead through Map view like Zoho CRM
How can I add a lead in Creator in Map View like Zoho CRM? I want to click on the Map and add a pin where it automatically finds location and address then can add a lead. Photo below from Zoho CRM. If it's not possible how can I add the CRM Lead Creation
Parsing problem with a gmail account
Hey, I want to use the parsing functionality. My main email account is a gmail account. From there I want to forward my incoming emails to the parsing adresse. But when I want to add the parsing adresse in gmail, gmail is sending a verification code to
Whatsapp
Hi I have been using Ulgebra will discontinue WhatCetra for sending whatsapp messages and I think its been great until now as they are discontinuing it for whatsapp Business API, which is fine but you can't have whatsapp on your phone and can only use
How connect Elementor form to Flow
Hi Guys, I am trying to integrate elementor forms with FLow to acquire leads and pass them to ZOHO CRM. So what I have put into "choose form" field? (check the attached file). thanks Walter
Mail sender name is incorrect and Not able to receive mails in the inbox
There are two problems km facing here 1. The profile nick name is "Coach Nachiketh" and full name is "Coach Nachiketh Shetty". But when I send a mail through the Zoho app, the receiver still receives it as a mail sent from "nachiketh275" 2. I'm unable
Color Code Formula Field
Is there a way to color code formula fields? I have a string formula that returns one of three values based on an if function. Is there a way to color code the formula field the same way you color code a pick list field?
Change name of Installed by user OR what is the consequence of uninstall and reinstall?
We use the workdrive extension third-party extension: Zoho Workdrive For CRM Is it possible to change the name associated with the "Installed User"? If not, can I uninstall it and reinstall it as SuperAdmin? Can I do this without breaking the already
The subDay() Deluge function appears to produce erroneous results when back-traversing across a year boundary
Hello, I'm assuming that this bug will manifest in Deluge code across all of Zoho's product line, but since I don't know that for certain, I'm just posting about it in the Flow forum, since this mirrors the environment in which the problem was exposed.
Add Creation time to an accountpage
Hi, When i try to add a creation date on a account page i get an error I go to setup > Modules and Fields > Account page > Add Formula > add : Newdate(${Accountpaginas.Created Time}) > Error: "Given field label does not exist" But i cant add this label
Consolidated view of emails for all contacts under an Account Record
Hi team, A client of mine has raised a valid idea. They would like to be able to open an Account record and be able to view all the emails for all the contacts associated with that account. Similar to the way you currently can see all the notes under the Account Record across all the associated records under that Account. This is very important as they have lots of contacts which they are working with as a team under each account and it is difficult to sort through and find a tread of communication
Workflow Rule edited field trigger - Is there a way to exclude a field as a trigger?
I have a Workflow Rule set to send an email when a Closed won deal has been edited. Theres some fields that are periodically updated via functions (automatically), and i dont want the rule to trigger when this specific field is edited since it floods
Adding Tags via workflows - not working
Hey, my idea is to add a tag to every single lead that has been created. Quite easy actually. But the one I have built is not working at all. I have tried several times. Any tipps here? Thank you so much!
System keeps locking up when I go to send an email to a contact
What is going on with the platform lately, you can't work because the system locks up on certain functions. As a small user you can't even purchase 24/7 support So here is a question do they have a BB that you can go to you to see what issues they are
Workflow for using the API to Upgrade a Subscription
Hi, I need to automate package changes and upgrades in Zoho Subscriptions. Browsing the forums I see there is an endpoint that is not in the API documentation https://subscriptions.zoho.com/api/v3/subscriptions/compute Do you have any tutorials or articles
Need more lookup fields
Zoho CRM currently allows for 5 lookup fields. Linking information from modules is critical. We need more lookup field options. Moderation Update I'm locking this post as we have increased the limit of adding a lookup field based on the edition. Professional
Custom redirect URL on confirmation with API subscription
If a user is added via the ListSubscribe API call and then clicks through the confirmation email they receive, they are redirected to a generic thank you page even if a custom URL thank you page is defined for the list's default mailing list. This didn't use to behave this way. In fact, one of our 5 lists still works properly and uses the custom redirect URL while the rest all use the generic Zoho page when subscribing through the API. Has anyone else had this problem? Any idea how to fix it?
Giving guest access to all our employee listed in zoho People
I'd request some could help us integrating the zoho people contact with Zoho recruit . Please reach us between 9 PM IST to 2 AM IST (Mon- Fri) Contact - 9789022046
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