Archive button is unconventionally awkward, inconsistent and confusing.
Hi, I'm relatively new to Zoho Mail and I really like it so far, however, there is one major problem that I have encountered that I find awfully confusing: The Archive button. Traditionally, the Archive button (in every mail service that I have ever used
How to transform file Content-Type from Multipart/form-data to application/pdf ?
Hi, I have a big issue with file content-type during uploading the files into Messagebird server. After successful uploaded into Messagebird server, but the file content-type always in Multipart/form data. But the requirement from Messagebird the Content-Type
Create Deal Workdrive Folder
Hello, I have linked Zoho WorkDrive to Zoho CRM and have turned on the pre-set workflows entitled Change_Workdrive_Folder_Name and Create_Deal_Workdrive_Folder. I would like to create a similar workflow rule using the function in the rule, but since it
Mass Email
Hi Team, Unable to sent bulk emails to all customers together. provide bulk email facility.
Salesinbox no es funcional
Después de varios chat con el departamento de soporte, con múltiples pruebas y un sin fin de acciones para resolver los problemas de Salesinbox, nuestra organización ha decidido des habilitarlo. No es funcional, es una versión de prematura de un cliente de correo con muchas posibilidades pero que lamentablemente no funciona bien. Correos salientes que no se mandan, correos salientes que no aparecen después en ningún sitio, errores de conexión y un montón de otros problemas que el servicio de atención
Projects & Analytics - Recreating Planned and Forecast Costs
The dashboards in Projects are useful to an extent, however I have been tasked to build reports and dashboards in Zoho Analytics that more meet specific needs. I am trying to create a pivot to show : Project Name - Status - Budget Cost - Forecast Cost
Zoho Mail: Stream don't show answer as new Mail (Bold)
Hey, so i created a few Groups for our company in ZMail to work as a Team on the correspondence with our Customers through the ZMail Stream feature. Examples for Groups: -Sales for Company 1 -Sales for Company 2 -Sales for Company 3 -Social Media -Marketing
Multiple Organizations with Common Customer Base
Hello Does anyone know if it is possible to share a customer base between multiple organizations inside Zoho Books? We have an existing company with a couple hundred current customers. We are in the process of starting a new organization and would like
View Project Name on Task Detail View
It would be excellent if we could view the project name on the task detail screen. Currently we have to hover over the ( i ) icon to view the project name. We have many projects and many tasks so it is very common to have many tabs open and to lose track
Allow multiple currencies per client
Why do we need to set up a different client, should our client request to pay different invoices in different currencies? I didn't find the right solution from the internet. References https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/7167702-allow-multiple-currencies-per-client Business Explainer Video Examples
Is there a way to create invoices in multiple currencies with 1 customer? base currency vs foreign currency
In Zbooks only one currency can be mapped to one customer. So you will have 2 customers with the same info except the currency. e.g. original customer daryl K - SRD and second customer daryl K usd - USD (foreign currency). The problem is that almost
I want to create Deals with a specified layout in the PHP SDK.
I am trying to create Deals with the PHP SDK. I'm trying to create a Deals using the PHP SDK. I'm trying to create a Deals from multiple layouts by specifying the most recently created layout, but it's created as Standard. I have just recently developed
Include button to perform custom function in sendmail
Greetings i have a sendmail function where i want to include a custom button in the html of the message, when that button is clicked i want to invoke deluge code to update a record in my app. how would that be possible? something similar to this is zoho
bank transaction charges
How can i enter the transaction charges for cash withdraw or transfer of amount from one bank to other of our own company? EXAMPLE:IN MY HDFC ACCOUNT 2006 RUPEES TRANSFERED TO ICICI, BUT IN ICICI I GET ONLY 2000,HOW CAN I ACCOUNT THE 6 RUPEES AS BANK
Ability to save report parameters for Zoho Books reports
Hello, I was just told by a support representative that Zoho Books currently does not have the ability to save customized report parameters into a custom report. It is very cumbersome to have to reenter custom report parameters every time for frequently
Different Customer Address Formats for different invoice templates?
We're using different invoice templates for international customers and would like to customize the Customer Address Format to each region (e.g. Dutch formatting is zipcode - city whereas US formatting is city - state - zipcode). Every change I make in
Credit notes
I have a false 'credit note applies to this invoice' notification when there has been no credit note issued or created and the phantom notes do not appear in my list of credit notes so cannot be deleted. We would like to understand why this is happening
Text to Hyperlink in templates
How do I change text to a hyperlink in the templates on zoho? When I copy and paste it from our company website, its not allowing it to be a link. Please help :)
Daily leads amount report
Looking for a way to receive a numeric value summing the amount of leads created yesterday. via API or any other method is appericated. Thanks!
WHMCS invoices to Zoho Books
Anyone here know of an easy way to transfer my WHMCS invoices to Zoho books. Have there been any integrations built or alternatively what is the most efficient way to do this manually? ANy help will be appriciated.
Template Ticket
How do i change the template fields. Each template looks a like. I want to add fields and delete some fields. For instance, Template A should fields A Template B should have fields B Right now Template A have all the fields.
I don't understand why I get this error?
I don't understand why I get this error? In my mind both fields are TEXT.
Automatic drop down custom fields
It would be great if we could create a drop down custom field or reporting tag that could automatically include all customer names or vendor names or items etc.. This could be useful for recording/reporting which customer certain items on a PO are being
Set a filter criteria to limit the records available to users in the lookup field
Presently in ZOHO CRM, the "Lookup" field say "Vendors" in the "Purchase order" module, and displays the name of all the vendors in the drop-down or in the lookup window. If we want to restrict these values of the lookup field, there are two issues in
Einheitliche Schriftarten - open sans
Auch in dieser Zoho App gibt es keine einheitlichen Schriftarten! In unserem Newsletter benutzen wir "open sans". Wenn wir jedoch den Kopf- oder die Fußzeile bearbeiten wollen, gibt es dort kein "open sans". Das gleiche wäre mit der Schriftart "Mont
Zoho CRM Reports module throws error when Filter applied as "Logged in user"
In the "New Version" of Reports, existing default/standard reports like "My Overdue Activities" (or any "My" related report for that matter) throw an error and will not run when a filter exists for "logged in user". If you remove the "logged in user"
ERROR CODE :554 - 554 5.2.3 MailPolicy violation Error delivering to mailboxes
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. (email here), ERROR CODE :554 - 554 5.2.3 MailPolicy violation Error delivering
limits for user specific event type notification mails
i am building an app in which users can sign up for a mail notification system that sends emails based on specific events linked to each user's account and i was testing using zoho's mail along with nodejs (nodemailer) for the automation, i noticed when
Feature request: upload more than 4 photos per post
Please implement the ability to upload more than 4 photos per post on Zoho Social. Thank you
Related email doesn't match email with association article.
Related email doesn't match email with association article. https://help.zoho.com/portal/en/kb/crm/connect-with-customers/email/articles/email-association-with-deal#Link_Unlink_or_Change_Deal_Manually It would be great if we could also associate the email
Bulk change in Template Style
Guys you need to put the following options in Zoho. 1)Change in Template Style - I do not want to goto every invoice and change the template style for the invoice. Please give me an option where i can change the template style for 42 invoices with a few
Zoho Books Projects need Sales Orders!
The Zoho Books Projects section is great except that at least for us, the lack of sales orders makes the entire section useless. What is a project if not something that gets fulfilled over time? And what's the one Zoho entity that supports tracking fulfillment
Z Books Accountant/Bookkeeper Needed
We are looking for a qualified firm or individual to "fix" our Zbooks and continue with us to provide standard accounting and bookkeeping services. We are located in Texas and we do about 1M in revenue. Our books were not professionally setup to begin
Adding RATIO ANALYSIS On Reports
Generating reports based on RATIO ANALYSIS.
Payroll Software
Hi, I am already using your ZOHO books and ZOHO expanse software. Do you have the payroll software?
Customer with two branches one local and one abroad with different names.
We have created a customer with two office. One abroad and one local. Both have different names but same company. Now we have invoices against both different names but the payment/cheque is received from local office for both offices. How to record in
Insufficient System Resources error
Hi, I am trying to copy a file to my workdrive with the True Sync app, but get this error. I restarted Windows (with no other apps open) and tried again two more times, but the file won't copy into the Z: folder. I am using Win10 64bit with 16GB of memory.
Help needed - "Invalid input for invalid data. The expected input type is jsonobject."
Hi guys, need your help again... I'm using Zoho Flow to create a sales order from our third part ecommerce app. However, I'm getting the error message: Zoho CRM says "Invalid input for invalid data. The expected input type is jsonobject." Can you help
1 acct can't log in from apps, only browser
I have a set of accounts with a custom domain name. ONE of them can't log in from an app (phone mail app, mac mail app) only the browser. What could be wrong? I did have a whole range of DNS problems with my provider overwriting my mx records. I fixed
Lead Status Report associated with number of days (age) in a particular status
Hi, We want, a lead status report to be generated saying that how many days has been passed in a particular status. Then, if the number of days are morethan 14 days, an auto generated escalation should go to manager. is it possible in Zoho CRM ?
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