Reconciled transaction(s) cannot be deleted
Hi I am trying to delete a customer payment which was entered incorrectly. We had matched it to bank statement but in order to delete it we unmatched it. But we still get the error "Reconciled transaction(s) cannot be deleted" when trying to delete the payment. Please help. Thanks Avinash
Auto Close Tickets
Hi, We are getting lot of unwanted common notifications and emails with specific subject or sender. How we can auto close such tickets.
Unable to upload a document
hello, We are having problems with uploading documents, when we want to add an document in a client it's not possible. We receive no error but the document is not uploaded. Can you please help us with this problem? thank you
Outil prévision ZOHO CRM
Bonjour, Dans l'onglet "Prévision" de zoho CRM nous nous demandons à quoi correspond la colonne nommée "réalisations prédites" --> Es une formule spécifique ou es une prévision pure basé sur les précédents résultats ? Merci d'avance, Mylene
How to get gmail to send emails from a Zoho hosted email?
Hey, any help much appreciated! I have a custom email domain and want to use gmail but not pay for it - I use a client called Mimestream for all my mail boxes together. I currently have forwarding on so I receive the mail from the custom domain into the
How to handle generic users?
Use case 1: I'm managing a project that includes sub-contractors who don't have a computer and I don't want them logging in, but I want to assign certain tasks to them, and I'll monitor them and update their progress and status Use case 2: I'm managing a project that includes a functional team with rotating, nameless users and I don't want them logging in, but I want to assign certain tasks to them, and I'll monitor them and update their progress and status In these Use cases? What should I do? (Microsoft
Resolution TIME and SLA no longer exclude the waiting time
We have noticed that total resolution time, and also the sla, no longer exclude the waiting time, is it possible to verify?
Agent resolution time vs System resolution time
What's the difference between agent resolution time and system resolution time as found on the Resolution Time static report and Resolution Time dashboard?
Responder Bouncback Loop
Is there a feature in Zoho Desk to prevent a responder bounce loop if a request comes in from another helpdesk service? Had one recently and only option was to turn off notification to contact for a new ticket in settings.
Integrate Jira with Projects
Hi I am considering integrating Jira tickets with zoho projects. For each ticket open in jira, i would like a new task to be added to the zoho project. Everytime a ticket is closed the task is marked as complete. If updates are recorded in jira, would
Microsoft Teams integration
We've recently begun using Zoho Desk for ticket tracking. Is there any plan to integrate to Microsoft Teams? We use Office for other features and it would be a big help if we could access our Zoho tickets in the same dashboard as some of the tools we use. (Microsoft Flow integration would also be great, but that's a lower priority to me) Thanks!
Collaborate with context, with Zoho Desk for Microsoft Teams.
If your organization uses Microsoft Teams to collaborate, we have great news! You can now access your customer support tickets from Zoho Desk, and act upon them, all from within Teams. Get Zoho Desk for Teams here! Work together without waiting around Customer service often requires people to come together to solve a ticket. By adding Zoho Desk ticket views as tabs in Microsoft Teams, you can easily cut down on the time it takes to get all these people on the same page. You can add different ticket
Reorder Customer Transaction Section
Hi, One of my customer suggests to improve the Customer section in the Sales menu. They would be able to reorder sections in the Transaction pane to better match ther need.
Help with KPI Widget for Stage History (CRM)
I am a Zoho Partner, and I have a client that needs an Analytics Dashboard Widget that will display all Deals that were in "Proposal Sent" stage in the last 365 days. The problem is that some of the Deals entered that stage twice and are duplicating
Bill Import - How to populate the Reference Number field
Hello, I am importing a large number of bills from a CSV file. All the fields are mapping nicely but I cannot find how to add something to the Reference Number field. Can anyone help? It simply doesn't show in the list of fields on the import screen.
ZOHO SUPPORT NO RESPONSE????
It's been two week that I can't put my account in order. I get no response from zoho support. Can someone help me? Thanks in advance
Timesheet time log sorting
The Timesheet "List View" presents time log entries in no apparent sort order. It would be very helpful to have the option to sort by start time or task name. Ideally, all views that show individual time log entries (such as the project timesheet list views) would sort by log entry start time, then by task name, by default, with the option of sorting the opposite way. Just to be clear, I mean sorting timesheet logged entries by the beginning of the time spent. For example, say I log my work on
Subform > Disable user from being able to edit price
Is there a way to disable a user from editing the price of a product added to a subform without blocking their permissions? If you block permissions that the field cannot be pulled into Templates which is still needed.
Client Script - Requested URL is not in trusted domain
Hi, While running an HTTP request, anyone faced the error of "Requested URL is not in trusted domain" This is actually a government domain, so I'm fairly positive it's "trusted". This is happening on Client Script. When running in in a function, it works
Zoho One pop up
Hello, Our web developers are currently working on setting up our Zoho CRM and unfortunately, keep getting distracted by this popup: Is there any chance you can reduce the frequency this is shown or an option to hide it permanently?
Zoho NotBook Is not Supported .txt File
First of all, thanks to Zoho Communications, this is nice software for all and me as well. I've used it the last few days. The work is very good. Some things that I'm facing I was using Notepad++ for making documents and rough work. All my files are
Zoho CRM - Connecting 2 Fields - Opt-In Type and Opt-In Date To Manage Privacy
Looking for best practices to create a section to help manage Privacy in the Canadian context. Opt-in; Yes No Opt-in type; Express Implied (if Implied) Nature of Implied: Ongoing private relationship Gave us a business card Publicly posted their email
C5 Dashboard with embeded report has strange page break
I'm just using a creator pivot report from within the same application but I can't get it to show full length on the left hand side. Instead theres a grey page break in the panel itself.. it's not the end of the panel, just seems to be the end of the
Use API functionality to check projects for 3 departments and add one if missing
I use Postman with Zoho People for my APIs (I may not be saying that correctly). I have approximately 10,000 projects. Is it possible to create some sort of API that checks each of the projects and adds all three departments to a project if it does not
Using the Rollup_the_Potential_Amount_to_Accounts function - not working
Hi I have a custom function using the above code from the Zoho automation guide (link: https://www.zoho.com/crm/help/automation/custom-functions-programming.html). However, it's not working - the amounts are not being rolled up. The only thing I can see
What's New in Zoho Books - August 2022
Hello, users! Hope you all are doing great! We are back with new features and plans to cater for your accounting needs. Let's take a quick look at what's new this August. Ultimate and Elite Plans for US, Saudi Arabia, Kuwait, Qatar, Oman, UAE and Bahrain
Collaboration autour des fichiers
S'il est aujourd'hui évident de travailler sur des outils de bureautique, la technologie a elle-même pu mettre des obstacles sur son propre chemin. En effet, bien que l'objectif ait été de simplifier les opérations et de partager l'information, de nombreux
Tip of the week #24 - Help and receive help from your team members on tasks
Steve Jobs once quoted, "Great things are never done by one person. They're done by a team of people." Every business thrives because of the combined effort of the people working there. In a typical work environment, there are several instances where
Zoho Inventory Integration - Zoho Creator app
HI , We have started on a custom app from Zoho Creator and made some customizations into it and now want to integrate it with our Zoho Inventory . Please let me know if this is posssible?
Dashboard to be sent as email attachment
Hi, I can send view in PDF format via email to users using the following code: sendmail [ from :zoho.adminuserid to :"user@email.com" subject :"Report Summary" message :"Report Summary" Attachments :view:Report_Suammary as PDF ] but is it possible
Publish/Deploy app (ROI calculator) to any visitor
I built an ROI calculator as a marketing tool for my SaaS company. It is a multi-form based app that asks users to input certain values, then the app will calculate how much new revenue my company can help drive. I want to publish/embed this app within
Custom Field is not showing in API request.
I have added a custom field for the user and it's not fetching the value for the custom field. permissions are set to R&W for everyone. if you check at the below response there is no NetoID field present. { "country": "US", "role": { "name": "Access All
Migration from One Drive to WorkDrive
See 2 attached pictures. Do I select "New Application" to search for "WorkDrive" in the Azure-Enterprise Applications? All I see is the "MyWorkDrive" which is not related to ZoHo as the publisher.
zanually categorise multiple bank statement lines
Like Xero cash-coding, how can multiple lines be selected and assigned to a single account individually? If using Multi-Select and match, the transactions get tallied and combined. Why does it seem impossible to select multiple (unrelated) lines and
HTTP 429 - Too many requests
I'm trying to add multiple rows using v2 Creator API method https://www.zoho.com/creator/help/api/v2/add-records.html Unfortunately after 100 requests (done in aprox. 20 seconds) I'm receiving response with HTTP code 429 Too many requests (which could
Holiday email tips: Boost your e-store's revenue with AI-based product recommendations
You have an online store; you have customers. What better time to engage them than the holidays! In customers, you have an audience that trusts your business. If your holiday email promotions are in line with their taste and preferences, they might
Zoho Expense: Product Updates August - October 2022
Hello customers, We've compiled a list of updates made in Zoho Expense over the past three months. These features help report expenses efficiently and, in fact, a few of them were introduced based on popular requests. Now, let's dive right in and read
CRM | Vue Kanban nombre travailleurs et chiffre d'affaires
Bonjour à toutes et tous, J'ai du "tricher" sur une zone de mes affaires afin de pouvoir afficher (et pouvoir trier) par nombre de travailleurs dans la vue Kanban (voir screens). Cela fonctionne mais pour ce faire j'ai du utiliser un champ "devise" et
Find all deals with no attachments
Is it possible to find all deals with no attachments at all or less than 2 attachments? Maybe within reports or Zoho analytics? if not with this functionality, can it be built with Deluge?
Thanksgiving 2022 - Celebrating Zoho Community SuperBuds
One of the things we love most about our Zoho User Community is how readily our users help each other out, and share their Zoho and business knowledge. Be it the community forums, the virtual and in-person meetups, or Zoholics, it's been heart-warming
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