Edit Sales order subject field
The subject field in Zoho CRM Sales Orders is mandatory. Therefor we use it for customer's order numbers. As this field cannot be edited, there is no check, when the order is created or modified, if the customer's order number already exists. I want this
TDS Deduction Reminder at Vendor Bill
We request TDS Reminder at Vendor Bill so that accidentally we should not miss out on deducting TDS for that transaction. Typically it happens when the Vendor is new and you have missed out on configuring the same at Vendor Master. If there is a general
Feature Request: item groups
Hello. I use Zoho Books to run a video production company and I think other industries would benefit from this idea: I need to group different kind of items and services into the same estimate to help me and my clients understand better my proposal and allow me to have more control over the overall estimate. For example, first group would be: PREPRODUCTION, where I'll stack items such as Location Scouting, Casting, Some travel and set design. The second group will be PRODUCTION, which will be populated
Is there a way to edit the default Merge Criterias?
In the find & Merge Duplicate for Lead/Accounts/Contacts, is there a way to edit the default Search criterias? or even remove some of them, like it shows Fax on mine. I have to go and set them up to none all the time, because all I'm looking for is the
Reduce the height of banner/ hero-slider and header using custom CSS Editor
How can we reduce the height of banner and header using custom css Editor ?
Zoho Finance Limitations 2.0 #22: Sales Return RMA does not show the related Sales Order on the RMA screen (non list view)
This is a very small issue but might be an easy one for Zoho to fix so I'll present it just in case! Sales Returns RMA's are great. However when you click into an an RMA there's no way to see what Sales Order it is related to. Although, the related Sales
How do I disable ZOHO spell check & allow External functionality
ZOHO's spell check widget SUCKS! It is the opposite of spell checking feature on EVERY OTHER APPLICATION! For instance Id rather use Googles spell checking How?
Webhook triggers for Item Groups
Is there a webhook trigger I can use that can be triggered when an item group is deleted or is set to inactive? Thanks Chris
Zoho Inventory - language setting per user
Hi, Will Zoho be working on a feature where you can set the language per user and not only per organisation. Let me know, Thank you
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
I have this email info@sportgeni.com, but I couldnt send outgoing email. Keep getting this error. Can you help me please?
Savings Email Attachments in ZOHO CRM and also Docs Folder -- will it delete from Attachments Tab?
If we get an email with attachments from a contact that is in ZOHO CRM and we then save the attachments to a Docs Folder --- will the documents still be seen in attachments tab under the ZOHO CRM contact record? We are going to get about 500 emails from contacts -- all with attachments -- and we want to save them to a Docs Folder but also still want them available under the attachments tab in the contact record. Will saving them to Docs Folder break the link in the attachments tab? We are just starting
Upload large files cloud-to-cloud via URL
I have large file url that I wish to upload on my WorkDrive. Can this be possible without having to download from internet to my PC & then to upload back to Zoho WorkDrive cloud? Is there a webform (or how to setup one) to upload files directly to specified
Zoho Vault Database Structure
I absolutely do not understand why it is impossible to have the same password name (NAME!) within the vault. We don't talk about an ID. It is absolutely common to have same naming in different folders and I have dozens of examples for that: Having 2 bank
How to access account subscription billing/invoice/payment info?
While logged in to a wiki with an account having permission to do so, or maybe the account owning that wiki, how do you navigate to invoice and payment info for that wiki? On a wiki's Settings page, there is a Subscription panel, but it just shows the
Meet the Zoho People experts in your city!
Dear users, We are delighted to invite you to the Zoho People's user community meetup. We are stoked to visit our users in their cities and help them with all things Zoho People. Join us for a day of insightful Zoho sessions, interactions with other
Can you adjust the hero banner container height?
I think the title says it all. For me the hero banner container is rather deep. Is it possible to change the size of the hero banner container so its not as high? Any advice would be most welcome
Zoho CRM Tips & Tricks #5 | Responsive e-mailsjablonen in CRM
Beste Dutch Community, Wist je dat e-mailsjablonen in Zoho CRM ontwerpvriendelijk en volledig responsive zijn voor alle desktops en mobiele apparaten. Responsive design verwijst naar een methode waarmee pagina's zijn ontworpen om correct te worden
Instant Sync between Stages of Marketing Automation and Leads Module of Zoho CRM
Hello Community, I am looking for ways to instantly sync data from my Marketing Automation Stages to Leads Module of CRM. Scenarions: 1) if a score is added to my leads in Marketing Automation and they went to certain stage I want to send their Score
Sharing my calendar with people outside of my organisation
Hi, I'm looking for a way to be able to share my calendar to someone who isn't employed directly by our company and doesn't use Zoho. I have tried numerous methods but no luck so far. It needs to be: - Live information - Accessible preferably via web
Unusual activity detected. Your account is locked from sending emails.
Honestly, I do not know what is going on. I only have one email unable to send in outbox. I've enabled 2FA. How do I resolve this? This is the message I got when I visit https://mail.zoho.com/UnblockMe Account block information Your account has been blocked
What is action_id?
I am trying to integrate between Zoho Creator and Zoho Sign. I am facing an issue when running the code it shows the error: {"code":9008,"error_param":"action_id","message":"action_id occurs less than minimum occurance of 1","status":"failure"} I want
How to create Debit Note for a Vendor?
How to create Debit Note for a Vendor?
Auto complete does not work - get error "your master password has been cleared"
Hi, Im having an issue with the auto complete function when trying to login into websites with credentials that are stored in vault. If I click on the zoho icon in the login or password field of a website i get this message. "your master password has
Zoho CRM to Bubble.io API connection
I'm wondering if anyone has had success with setting up a Zoho CRM to Bubble API connection through the Bubble API connector plugin? We are trying to create a customer front end website through Bubble with back end data feeding in from Zoho CRM. The
IP Ranges
My email address is through Zoho Mail. I have configured in Microsoft Outlook. I have been getting alot of "Undelivered Mail Returned to Sender". Zoho said to resolve the issue, is to "contact your external provider support and get the IP ranges from
Undeliverable
I have sent a few emails with no response. I am trying to figure out why I am getting all of these undelivered emails. Also, I need to see what email address that my messages keep getting bounced back. Normally when you get bounced emails it will
What is "vault" in step 2 for the Zoho Vault API?
Here is the code snippet provided in the documentation: var masterKey = null; var passphrase = "user_passphrase"; if(LOGINTYPE == "PBKDF2_AES"){ var masterKey = Vault.PBKDF2_key(passphrase, SALT, ITERATION); }else{ var masterKey = Vault.hash(passphrase);
Zoho Vault API - Step 2 confusion.
I try to use the Zoho Vault API for an upcoming project of mine. I managed to create the 0auth access_token with my acount, which is required according the api reference: https://www.zoho.com/vault/api/#step-1---using-oauth: But I dont understand the second step: https://www.zoho.com/vault/api/#step-2---accessing-zoho-vault-with-oauth-&-identifying-the-type-of-user-account: Since if I try to use the GET_LOGIN API URI, Ill only receive an error.
About Zoho Inventory API and Creating a Shipment
Hello, I’m currently trying to create a Shipment for a Sales Order using Zoho Inventory API and I’m having an issue with the API docs and the actual API. In Zoho Inventory API docs, while creating a shipment, there are no arguments such as package_ids
Anyone else having IMAP issues?
Unable to load messages in Outlook, iPhone, etc. but can see them on mail.zoho.com.. Task 'Synchronizing subscribed folders for Kevin@Soldby2Kevins.com.' reported error (0x800CCC0E) : 'Outlook cannot synchronize subscribed folders for Kevin@Soldby2Kevins.com. Error: Cannot connect to the server. If you continue to receive this message, contact your server administrator or Internet service provider (ISP).'
Invalid Credentials Error
Getting an ”invalid credentials” error in outlook from the zoho imap server even though I’ve changed nothing. It started yesterday. What do I need to do to get it working again?
Prevent notifications to a certain contact
Is there a way to prevent notices for one contact? It seems two systems are getting a feedback loop and creating a bunch of tickets back and forth.
CRM Quotes - 10th subform field
I am trying to add a user field to a sub form on my quote template But I am getting an error saying that I have already used 10, when I have only used 9
Android 13
The current version of notebook 6.0.3 doesn't appear to be 100% compatible with Android 13 or maybe Samsung UI 5. The app runs, but is missing a permission request. It will ask to be granted permission but the app doesn't have the correct request. It
Fax and email questions
Does Zoho offer faxing capability? If so, how to do it? And, why is has my email inbox stopped in 2019? There are no more emails since then. Also if I delete all of those emails, will they delete it from my gmail account (I'm linked to a gmail email address).
Can not sign in "Member Portal"
I can not sign in Member Portal. The sign in option in portal shows nothing from google chrome and from firefox i get this information "Your connection is not secure The owner of www.successvirtualservices.com has configured their website improperly. To protect your information from being stolen, Firefox has not connected to this website. www.successvirtualservices.com uses an invalid security certificate. The certificate is only valid for the following names: *.zohosites.com, zohosites.com Error
Can we make the values of unselected options greyed out when applying user filter?
I'm trying to compare the costs of different products. When I apply user filter to choose one product, only the cost of the selected product keeps. I can't just exempt the filter because I have hundreds of products and I have to set a upper limitation
How to link site name/logo to homepage ?
Hello zoho team I request you to please share the procedure of making website logo/sitename as hyperlink means whenever I click on my website logo then it redirects to particular page like homepage of website. I want to enable this option as early as
Execute Submit-to-Client without sending the resume?
Several of our recruiters send resumes using their corp. email account, rather than the submit-to-client function in the system. The result is that their past actions will not be reflected in Zoho reporting and in their evaluations. We need a mechanism to record a submission, after it has been submitted using other means. Or, at least prevent the email being sent to the client. Just changing the candidate's status will not make it appear in the correct reports. btw we have the same problem with
Looking to move back over to Zoho Assist
Hi All Hope all is well? our license for Anydesk is set to expire very soon 05/12/22 now before we may renew with Anydesk we are thinking of migrating back to Zoho Assist, pricing comparison is not much difference has any improvements been implemented
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