[Upcoming Webinar] 2022 rundown: 40 key features in 40 minutes
Hi there! 2022 witnessed an exponential growth in BI and data analytics, as more and more businesses reaped the benefits of adopting analytics in their workflows. At Zoho Analytics, we added lots of exciting new features and updates this year to help
New custom fields support for Tasks and Android 13 related updates in the latest version of the Zoho Projects Android app.
Hello, In the latest version of the Projects Android mobile app (v3.6.2), we have brought in the below enhancements. Task custom fields phase 2 which includes following fields - Currency, Percentage, Checkbox, Multiselect, Multi-user Picklist, User
Dashboard is now supported in the latest version of the Bigin Android mobile app
Hello, In the latest version of the Bigin mobile app (v1.5.4), we have brought in support for Dashboard. Dashboard module is now accommodated within the Bigin mobile app. The dashboards that are configured on Bigin web application can be accessed from
Is there a way to retrive the number of API calls used, in an API call response?
Hello everyone, Is there a way to retrive the number of API calls used, in an API call response? I'm programming a process and I need to know the number of API calls used during this procedure to take some desitions in my program. Is there a code that
What was Zoho Writer up to in 2022? Join our webinar to know more!
Dear community, Whether you're a pro document creator, or a beginning trying to find your way with words, Zoho Writer has something in it for everyone! 2022 especially was a great year for Zoho Writer, as the product saw the the addition of some great
【開催報告】 12/2(金) Meetup(ユーザー交流会)
みなさま、お世話になります。コミュニティチームの中野です。 12/2(金)に、今年4回目のMeetup(ユーザー交流会)をハイブリッド形式にて開催しました! (#ZJCMeetup) リアル開催(会場:AP品川)は約3年ぶりの開催となり、大いに盛り上がったユーザー交流会の様子を共有します。 今月の開催会では、バイオクロマト 太田さまによるZoho One に関するユーザー事例セッションのほか、今年1年間Zohoコミュニティに多大な貢献をいただいた方々を表彰する「Zoho Champion
Image is not displaying in Survey End Page when i use additional languages
Hi, i have set up a survey in german with images in the normal pages and also in the Survey End Page. I can use images in the pages when I use additional languages and it works. If I use images in the Survey End page they show up in the editor, BUT when
ability to add user name
it’s better to be able to add username in case of adding a user using an email that not exist in Zoho portal. this is because, that when I’m adding a new user using his email other than Zoho email, this user's name will be presented by his email address
New Columns in Zoho Crm does not appear on Zoho Report
Hello, I have created a column "data entrega obra" inside "Potentials" table (zoho crm), however when I tried to see this new column on zoho reports, it does not appears. what can i do?
OTP Verification in Zoho Forms
In addition to our existing spam control features, Zoho Forms is now introducing OTP Verification via email and SMS. To prevent spam entries, this feature sends an OTP (one-time password) to a respondent's phone number or email address. They must enter
My cost of goods sold (COGS) is calculated twice as I purchase inventory items
Dear Zoho team, I have a coffee roastery and I buy green coffee beans (recorded as expenses/cost of goods sold) then I roast the beans and bag it (inventory tracking is on for the individual products), I adjust inventory based on the amount I roast. When
Formatting Issues
Starting today I have had an issue with creating notes with different typesetting. For instance, if I want to use the checkbox feature, I can't just check off one thing and have that one thing be checked and crossed out. It instead makes the entire note
How to schedule multiple "Bills Details" Reports with Specific criteria
I seem to have two issues with Zoho Books Reporting that I would like to better understand. This is specifically regarding scheduling the "Bills Details" report: 1. When I schedule a "Bills Details" report, it send me an email with the default criteria
Remind users to check in and check out
Is there a way to set an alert or reminder to remind users to check in and check out?
Error code 554
Hi there, I recently sent my first email since joining Zoho mail and received the following error message. I googled and apparently, it's due to poor reputation and/or being black listed. How does that happen since that was my first email sent from this
Alias does not work in Android APP
Hello We activate emails with ALIAS for our company to direct emails to a single account. It works perfect to visualize and respond by web browser, but it does not work answer or forward in the Android application. For example. If I create an email from the Zoho Mail APP on my Android phone, I can not change mail using an ALIAS assigned to the main account. How can I activate the use of ALIAS on my Android phone? Thank you and I remain attentive to your comments. Pablo
How to split an email address in data prep
I am trying to match my emails address to the accounts using domains. I am importing my contacts into data prep and would like to spilt the email address at the "@" symbol so I have the domain name, any help on how to do this and import this value back
The Power to Create Cookies
There isn't any way for Zoho programmers to create and monitor a session, except by registering and having a user log on with their own ID. This is not practical for many applications where you do not want to impose upon the user. While Zoho does issue its own cookies we developers don't have any way to read them. The below snippets can be used to create cookies on the client's computer which will allow us to create sessions, know who is returning, set preferences etc. It would not be hard to
Use of browser Cookies to track sessions
Seeing that Zoho stopped Javascript support in 2009, does anyone know how I can set and retrieve browser based cookie values in Creator?
Option needed to Invoice from single part shipment and multiple part shipments.
E.g. Currently we make sales order let save for 10000 cases of different items. Part Packaging and Shipments are made during the month. Sometimes the sales order is not closed for 2 month. To make invoice for part shipments is like manual work we have
Zoho inventory process - How to
I can not manage to understand very good the process I should follow. Right now. Estimates -> Sales Order -> Package created -> Package sent -> Package delivered Customer gets notified once the package is sent and then another time it gets delivered.
How to handle a part that we get from multiple sources
Hello, If i have a part that I can get from different vendors depending on who has it in stock, is there anything i need to do differently when putting it into inventory? For example: If we are installing an septic tee, we need an Infiltrator Septic Tee.
Attachment Sorting
Is there any way to sort attachments (Through the attachment Viewer) by size and/or by date?
INVOICE FOR ( AIR TICKET) TRAVEL AGENCY
Dear sir Pls suggest or add this in Zoho invoice Air Ticket. 5000 Inclusive Tax Service charge. 1000 GST 18%. 180 Total. 6180 But the problem in zoho not make invoice Non taxable and taxable . If one item Air Tickets GST charged Airlines by Govt Rules I only charge GST on service charge... How make invoice or pls add these featurs in Invoice templates zoho books This is v v important and urgent Pls reply ambertravels1@gmail.com Hemant chopra
Recent articles and Popular articles icons on Knowledge Base page
Hi Zoho, On Knowledge base page, is there any way we can change the briefcase icon to others? I'm able to change other articles icon but not for the Popular articles and Recent articles. Thank you so much for your support, Zoho
Error Importing number fields from an excel file
Hi I am having trouble importing number fields from an Excel file. In my form I have two Number fields, one for the ID number and the other for the phone number. In the excel file the columns are defined as number columns and they have numbers like 1144035567 for ID´s and 3155467898 for phone number´s for example. When I want to Import the file I get an error alert for this two fields saying that those are invalid numbers for numeric fields. The numbers in the excel file are not decimal numbers
Add new string to a list with custom function
Hi friends, I'm trying to insert data from a Zoho CRM text field into a multi-select field also in Zoho CRM using Zoho Flow. After spending a couple hours trying to build a proper function with no success, I'm here to ask for some help. :) Basically,
Outlook 365 Integration and Tasks
When the outlook 365 integration is enabled, all of my tasks from CRM and syncing over to outlook, however, only the title of the task is populating. There is no association of the task to the contact/lead or account. Is this how it is designed? Seems
Conditional Workflow
Hi all, I'm trying to create a workflow that if an entered PIN number matches a number on a different form, then all the records with that number are shown. I've got the conditional but sorted, but I cant find a way of getting the action to be to display
Boost Your Productivity and Agility with Zoho's Manufacturing ERP Software
Zoho Creator Zoho Creator is a user-friendly, low-code software platform enabling developers and company owners to create unique corporate apps. The platform considerably decreases coding complexity and offers a simple way to address cross-industry enterprise
Sycn more than 10,000 records to iPhone app
Hi when I sync desktop to iPhone it says I can only download 10,000 records. i have more than 10,000 records does that mean that not all records are syncing to the app?
Subscription Confirmation Emails
I have made a list in campaigns, but am using Gravity Forms to have people register to said list. I don't know how on Zoho to enable confirmation of subscription emails. I don't want to use one of the templates, they are not good. Help.
Tips for using Zoho Forms to boost your sales this holiday season
With the holiday season quickly approaching, it's time to start using your forms to drive conversions. For many small business owners, this is the most crucial time of year. Customers always look forward to this time of year with great anticipation and
Zoho projects calendar hide closed tasks
Our techs work off the calendar, but one thing that hinders them is the clutter. It would be ideal if you close a task that on calendar view, it doesn't show. Right now, it shows with a line through the text (strikethrough). Is there a way when viewing your calendar across all projects to hide the closed / completed tasks?
Can we set SLA as a default function for all projects
Hi, We are using Zoho projects for any material we receive for repair and maintenance. Our SLA is 2 days and need to escalate the project in case no action is taken in 2 days. Can we make SLA as a default feature in case we make any new projects without
Autopopulate Document File Structure for new project?
We wish to have Zoho Populate a specific Document File Structure for our projects, this structure is the same for every project, can a template or automation be setup to do this?
API V2 Won't work on AWS Lamda.
I am in the process of writing a new serverless backend for our website. Have been attempting to communicate to ZOHO CRM. I have been told by the zoho team that I must run a local mysql database to manage the tokens. This does not seem like it would work in a serverless environment as there won't be a local mysql running on lambda. I can't be the only one that has come across this. I'm hoping that there is another solution to this that someone out there is using. I could just revert to the old api
Does 2 factor authentication protect a seller from fraud or a mis-sale?
Hello all, Has anyone any thoughts on 2 factor authentication? We have had some sales denied as ever ordered by a customer recently. The credit card company jumps to the customers defence and immediately refunds the customer, without consulting us! We
ZOHO Campaigns - adding a ZOHO CRM saved Lookup and its contacts to ZOHI Campaigns
new to zoho using ZOHO CRM and am working on my first email campaign via ZOHO Campaigns target list from CRM is about 18000 contacts for a specific campaing in ZOHO campaigns can someone tell me how to get those 18000 CRM contacts in to the desired ZOHO
Zoho mail messages API - error
When calling https://mail.zoho.eu/api/accounts/<accountId>/folders/<folderid>/messages/<messageId>/details for one messageId (the first message of a thread-chainmail ) the receivedTime key has a specific datetime value. But when checking the content
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