Is it just my U.S. company that sees these fundamental Zoho Books issues?
Hello. I am new to Zoho. I looked at it a year ago and saw fundamental shortfalls that did not allow me to proceed with implementing. I am now taking a fresh look, with the assumption that "fundamental" shortfalls would have been addressed by now. So
Payroll payments
Hi, You said the same exact thing 1 year ago. I am a new user to Zoho and losing some faith here. I need a payroll option, as many others do, that is easy to integrate into Zoho, or better yet be a Zoho option. Please, don't respond. Not worth the customer
Assign Bills to Customer
Assign Bills to Customer just like you can assign an expense to a customer currently. This would be a great feature to break up costs and see exactly what the cost is of servicing a customer.
Continuous failed Sync of a Data Source
I have had a Data Source set up in my Zoho Analytics workspace for a long time, but recently it has been failing every scheduled time. I don't remember exactly when it started, but I think it was about a month ago. The details of the failed Sync are always
Zoho Books - Important Feautures.
Hi Team, I need Zoho Projects - Zoho Books Invoices to be Automated with out Import/Export Option and Manual Entry in Books again after adding the same in Zoho Projects. I Need Custom Fields Start Date ,End Date and Client or Project Name to be in Invoice
Matching expenses and revenues on the fly
Hello. I have generally been a happy user of Zoho Books. I am astonished that your new update doesn't match expenses with customers unless a bill was made. I.e., creating an expense - or for that matter a receipt - and assigning it to a vendor on the
"Undelivered Mail Returned to Sender"??
Today I got this message: " This is the mail system at host xxx.xxx-xxx.xx. I'm sorry to have to inform you that your message could not be delivered to one or more recipients. It's attached below. For further assistance, please send mail to postmaster.
Zoho Docs Integration with Zoho Creator
Hello All Happy New Year! I have purchased Zoho Docs and Zoho Creator. I have made an application in Zoho Creator. I want to integrate Zoho Creator fields in Zoho Docs/Writer. Any idea? Thanks in advance! Best, Farzana
Kaizen #59 - Creating alerts and custom messages using Client Script
Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script and its simple use cases involving ZDK Client functions. What is Client Script?
Language settings???
I question how knows where i can find the (if there is :)) language change settings??? I prefer dutch for the tax forms. Kind regards, Art for Heaven
I can't see my cards on Expense! Only Cash and Banks.
Greetings, I hope find all doing well and safe! We have Books and Expense. In Books, we have Cash, Banks and Cards. Books versus Expense integration is activated. When adding a new expense on Expense, we can see Cash and Banks, but not our Cards added
Zoho CRM Email Parsers not working?
Hello, We have an e-mail parser set up which has worked fine for the last months. This parser receives emails and creates a contact from each email. However and without making any changes it has stopped working as of around 12 hours ago. Set up another
How to Set BCC on ZohoForms
Hello, everyone, Please tell me how to add BCC to send a confirm message on the Zoho form. Thank you.
Embedding a Zoho Survey question in Zoho CRM email template
Hello. Zoho Survey has an "inline email" option that outputs some HTML that, when pasted in an email, embeds a Zoho survey question in the email. https://help.zoho.com/portal/en/kb/survey/launch/inline-email/articles/inline-email The problem here is that,
Simplifying global interactions with cross-cultural services | Small Business Heroes E13
This episode of Small Business Heroes, a CustomersSpeak series, features an interview with Hatim Shetiah, Director at 7C Lingo. 7C Lingo started when the founder, Fathy Shetiah, took on a project of translating MEAP test in Michigan. Eventually, they
Import Data into Zoho Projects
Is there a way to import data into Zoho Projects? I've explored the app and can't find anything. I saw a posting that said there should be an import option under Setup > Data Administration but there was nothing there for me. Also, is there a way to import
Issues with Zoho
Hi all - Has any other company has some of issues listed below. Were you able to resolve them. We have had many calls with Zoho One support team and they have said these cant be achieved due to limitations so I was wondering if anyone has had a workaround
Customer equipment database - Best app to use?
Hello, Our company is a construction equipment dealer and our team is wondering what may be the best app to track the parts/equipment that we've sold to customers by serial number, product, date sold, customer account, etc. We are hoping to have a mass
Custom function to create Sales Receipts (zoho Books) from CRM
Dear all, I would like to use custom function to create a Sales Receipts in Zoho Books from CRM. I can't find any documentation for parameter and any relevant API for it. Did someone have sample code? Thank you
Deactivation of Backstage user
Hi, Please help to resolve my issue, with backstage user deactivation. When I try to deactivate user from backstage I get next error.
Pdf print 2 page
All , i am new in zoho i try to download invoice but its showing me 2 pages invoice as i attached also stamp and signature but invoice is not that big long then why its convert in 2 page after downloading in pdf
Deletion of Test Data
We are using Zoho for testing and training. Now, we want to delete all test data and start on a clean slate. Tried doing it but cannot delete expense reports that were already reimbursed. How can I delete all these test data?
Send email notification containing link to record on record creation/update
Hello, I'd like to send a notification email when a record is created or updated on a Zoho Creator App. For what I see, there's no option to do that: Any hint or workaround? Thank you
Importing subform data to Zoho Creator App
Hello, I'm trying to create my firts App using Zoho Creator and I just saw there's no option to import subform data (Import data to reports (zoho.com)) I was wondering: is there any other way to import subform data? I.e.: via custom function Thank y
No emails from Jagex/Runescape
hello i am having this issue, emails from Jagex/Runescape won't come through, trying to change password/email address but the emails just don't come through from them. Everything else seems fine. They send to my non Zoho addresses though. i paid 12 months
No me llegan correos
Puedo enviar los correos pero no me llegan
Problemas con entrada email
Adquirí mi dominio con zoho y tengo correo electrónico con ese dominio, puedo enviar correo pero no recibirlos,
Zoho Desk to CRM LEADS
Hello ALL, How can I integrate Zoho Desk to Zoho CRM LEADS using specific status? The ticket is Close it will go to CRM LEADS and ZOHO CRM LEADS will not sync any data from ZOHO Desk if the ticket is not Close. Is this Possible?
General Ledger import
Is it possible to import a general ledger into Zoho Books? I've been trying to do this with my Quickbooks data and you can download a general ledger but uploading that into the "Expenses" section seems to cause issues. Thanks, john
Permission Denied
I'm trying to test our Community Forum. I posted a test post. I'm the moderator, when I go to click "Allow Topic" it tells me "Permission Denied". Please explain.
Unable to correct error in Creator custom function
I am trying to write a custom function that will send a response email as part of a Mail filter. I keep getting the same error when I try to save it, but I'm unable to track down the actual problem. The error is Line NO: 9, Improper Statement Error might
Introducing seasonal slides in Show!
Hello everyone! It's the time of year when we send seasonal greetings to the people in our lives. To serve this purpose, Show has added Seasonal Slides to its slide template categories. These pre-designed slide templates will help you save time designing
New incoming mail not synching via IMAP
I use Zoho with eM Client via IMAP. For the last 24+ hrs new messages will only download to my eM Client inbox when I first open up the mail client. They don't download at any other time, even when I manually refresh. I haven't changed any settings at
Zoho Mail IMAP access via Outlook
Greetings, I have followed the instructions on your website to set up Outlook IMAP access, which is failing to connect. I have a paid-for account and have used your specific server settings. 2FA is also switched off on my account, and I have rechecked
Imap client
For several days now, many customers have been reporting to me problems with applications such as Outlook, Mail, and Gmail. The clients do not synchronize mail properly (missing several days) and then suddenly they come back to work, then the mail disappears
Outlook IMAP access stopped working
I can send emails from my Outlook account but not receive them (I use an ionos account to send emails although I have also tested with my zoho account and that is fine). The outlook test message says all is fine and I am not getting any errors. Before
error 550
hi I have a problem I can't send to some emails This is the error i get: 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. ,
ERROR CODE :554 - 5.2.1 Too many failures for the recipient
I just email to support@zohomail.com , but no answer and its to long, can anyone help me to fix this problem ERROR CODE :554 - 5.2.1 Too many failures for the recipient ???
All emails sent from Zoho end up in Spam/Junk folder
Hello, I have an issue with my zoho email account. Apparently all the emails that I send out to my customers end up either in the Spam or Junk folder, which is frustrating, cause nobody opens those folders. I've did several tests, with signature, without
Changing default font
Hi Im looking for a way to set a default font for every user in either the team or per Inbox. It currently defaults to Serif however we are wanting to change it to Arial. I am not looking to change how it looks for the user (which i am aware you can change
Next Page