What is the "Modules" field in Zoho Projects Issues and how is it used
I can find no documentation on this. It appears to be a relational/lookup field that lists projects and templates and relates to an issue, but is not necessarily linked to the project where that issue resides. What exactly is it and what is the use
How to get Zoho CRM product identity [product_id] on Zoho Books After integration
Zoho CRM product is Sync to zoho Books using the zoho setting I want to Zoho CRM product id into Zoho Book products. How can i get Zoho CRM product id into Zoho Book ?
[Blog] Delivering embedded analytics for ISVs with Zoho Analytics
When it comes to independent software vendors (ISVs) providing analytics to their customers, the question of “build vs. buy” isn’t as relevant as it was before. A recent study shows that 75% of ISVs prefer to embed an analytics platform rather than building
Improve data sources/Data model diagram
It would be nice to have an exportable version of the data model diagram, either in PDF or in some tool like visual paradigm. ¿Why? When I have meetings with my developers/management, we find the model really useful, however, we keep taking screenshots for making notes or to highlight new ideas. Are there any plans to enhance this?
Hurry! Your last call to migrate from Docs to WorkDrive.
Hello Workplace users, Howdy! If you are still using Zoho Docs and still have all your users and data in Docs, then this post is for you. As most of you would already know, Zoho Docs is soon to be discontinued. We have extended the EOL date till 15th
Reason 554 5.1.8 Outgoing Email blocked
I can receive but not send any email
Zoho Inventory and Shopify sync items
Hi All, I signed up for Zoho inventory for one purpose and one purpose only is to track my online store from shopify. My understanding of how the two platform sync together is that you can add the item in the zoho inventory and it will sync up to the shopify product page, vise versa the other way around. However; I have found that it seems to be only syncing one way which is from shopify first and then sync to the zoho inventory. Is this how its designed? Am I missing something here? Hopefully someone
Search not working
Search engine for Zoho mail returns no matches for any search, anybody else experiencing this problem?
Find the top talent from the Gulf region with Naukri Gulf
Hello there, We're excited to announce Zoho Recruit's integration with Naukri Gulf, the fastest emerging job board in the Gulf region. Post your jobs using a FREE or PREMIUM posting and find top talent from the UAE, Saudi Arabia, Bahrain, Kuwait, Oman,
List all portal users
Hello ! Is it any possibilitie to list all portal user by application in Deluge task ? Thanks Aurélien
Download HTML email in Zoho Campaigns is not working
Howdy! I am desperately trying to download an email in campaigns to get the HTML so I can share it with our partners for them to email their customers on our behalf. I click the download HTML. It says you will be notified. Nothing ever happens. I have
Sorting the records using a date Field
Hello all, I have an income expense application and I am trying to show the last 15 days spending in my page. While trying to fetch the records from my expense report I am trying to sort the records based on the date field. I am trying to set the range
Custom Function - Transfer from Credit Card to Bank Account
I am trying to set up a workflow and custom function that will automatically make a transfer from a credit card account to a bank account in Zoho Books (the "bank" account is representing Plastiq, which is a payment service that will take a credit card
How to set email reminder in Task?
Hello, when I create a new task, and activate the reminder I can only choose PopUp, but I would like to choose E-mail reminder. What do I need to do to get this working? Regards, Peter
Flat Zoho Books invoice view in Zoho Analytics with "Skonto" and "Storno" detection (cash discount/cancellation)
if you are trying to compile and analyze Zoho Finance invoice data in Zoho Analtics, we at CEYOND are sure this SQL query snippet can help you. It will collate the invoices, payments, credit notes and sales. It is important that the tables from Zoho Finance
Zoho CRM/Products slow loading time ...
Hi, We notice the Zoho CRM loading time is very slow, even with just 10 products it takes more than 5 minutes to load the quote/invoice. Is there any maintenance being done?
Update published report
Hello! I have a component of the Analytics module, embedded in a web. To feed a report, as we have. The query is, what is the option so that the analysis information can be updated from time to time? Every 10, 20 or 30 minutes, etc. The following link
Currency field using Java SDK
Hello we are using a currency field and the Java SDK to work with the Zoho CRM. When inserting an object the field requires a Double object. However when we get the field back from the a QueryOperations request the field is suddenly a BigDecimal. I tried
Optimiser le dossier d'équipe au sein de Work Drive - 1ère partie
Au cours du dernier article, nous avons découvert l'une des fonctions les plus utilisées et les plus recherchées de Zoho Work Drive, le dossier d'équipe. Dans cet article, nous allons explorer les différentes particularités d'un dossier d'équipe. Créer
Can't receive emails.
I am unable to receive emails on my subscribed username. If, there is a subscription issue please guide me how to get it done quickly.
Which workflow / action / template(s) relate to the notifications out of Continuous Reviews
I am trying to find the content that is sent out as an email notification to the reviewee and the reviewer per the notifications you can set in Continuous Reviews. Can anyone point out which apply as I can't find anything in the list of existing system
FORM in edit mode not visible?!
Any idea what can cause the FORM for which I have a VIEW not to be visible in the edit mode but can be seen in the Data Entry mode? Thank you.
Zoho send mail with attachments. Unable to send attachments
Hi, I am unable to send / view attachments using zoho mail API. These are the postman calls I made to upload an attachment and send mail UPLOAD Request url: " https://mail.zoho.com/api/accounts/xxxxxxxxxxxxxxxxxxx/messages/attachments?fileName=C:/node/latestioc/ioc/ioc-backend/simdata.xlsx"
Estimate, SO and Invoice Mapping
As we all know Estimates can be converted into SO then Invoices or to Invoices directly. However, the custom field values from Estimates are not reflected in SO or Invoice, even though the same custom fields are present in both documents. I understand
Need to collect information from an external user (probably via Forms) and update a specific record in CRM.
I need to collect information from an external user (via Forms) and update a specific record in CRM. I want the Zoho Form to be sent via a Button in the module. I don't want to use a Workflow. I appreciate your ideas.
Custom value in lead status
Where can i add custom values in the "lead status" drop down?
INVALID_OAUTHSCOPE on calling https://accounts.zoho.com/oauth/user/info
I followed the guide at https://www.zoho.com/mail/help/api/using-oauth-2.html . Everything works fine except when I make an API call to https://accounts.zoho.com/oauth/user/info to get the authenticated user, I get a 401 Unauthorized error with the response:
Tight integration with other Zoho Apps
After so long, Zoho One still does not have tight integration with the new UI's like Zoho CRM Plus. I tried to find a previous post but I could not find it, but I remember the answer was we're only a few weeks away but I am sure that was close to 6 months ago, what is Zoho doing to make them look the same so the UI/UE is the same. Please, no canned responses, maybe you could find out for sure and come back to us, thanks. SEAN.
one user with multiple domains--how do I set this up?
According to the information I found it is possible to be just one user with multiple domains.I have a paid subscription, which allows me one user for multiple domains. Let's say I have Cindy@red.com is my first email address. I'd also like to receive
No possibility to work with ZOHO atm
For 3 years now we have been using Zoho as a company, for a long time we were always very satisfied with the functionality and stability with which we could use Zoho. But since about 1 1/2 months working with Zoho is an absolute disaster. Tabs and leads
ZohoCRM and Microsoft Exchange
Hello, We use microsoft Exchange emails and would like to know whether a) it is possible to integrate exchange emails with Zoho CRM just like it is possible for POP emails. b) if (a) is possible, can there be full synchronisation of emails that will
Light Agents can't edit their own comments
It appears light agents can't edit their own comments. This seems crippling. What happens if they accidentally comment something they shouldn't or a major typo? Please allow light agents to edit their own comments.
Integration Zoho CRM With Salesforce
Hi, I have a requirement to integrate Zoho CRM with salesforce but I don`t know how to achieve this requirement anyone help me with Salesforce integration with Zoho.
Cant succed to create a contract from the api ! [Closed]
Hi by following the api guide online here : I try to create a contrat on fly for my commercial to have a base of work, but i have an empty contrat arry for response with no more information can you help me find what im doing wrong ? For this test i have
Error
We have added one custom function and running that in the workflow but following errors we are getting please look into this and suggest what we should update in the code. Task: - If any record is Created/Edited in the Contact Module contact's account
New role, new permissions
A customer requested to change one of the user's profile and role of the company from 'Salesperson' to 'Head of Sales'. And so I did. The user can now access some more modules and actions and follow some opportunities of their now subordinates. Problem
Linking Call Logs to Accounts on Import
Hi, I need to import 1500 new accounts and their associated call logs from the past 12 months into our exisiting Zoho CRM. Each call log record has an 'Account Name' field and an 'ERP Code' field that corresponds to the same fields in the Account record.
Zoho creator + zoho books integration
So been given this recent task, create a form for new customers and integrate it with zoho books. I know almost nothing about Deluge or zoho platform. anyway this is what i have achieved so far: 1-Create the form ✅ 2-On form submission->create new contact
Thanksgiving ideas for a successful holiday and boost in business
Thanksgiving is quickly approaching, and it's not just an occasion to express thanks to your loved ones but also the beginning of one of the busiest holiday shopping season of the year in the United States starting from Thanksgiving day, Black Friday
Removing Fields
Hi Is it possible to remove fields. e.g. we don't need a "Quantity" nor "Rate" as we don't deal really deal with item products nor charge on a time and material basis. Thanks Eugin
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