Member Portal > Invite User > Add member(s) directly to groups
Hi This feature doesn't seem to be working? Whenever I add an address in (either method). Email is sent to request sign up, and when it's completed they are sent to a no permissions message, when they should have permissions because they've been added
[Newbie] Integrate local Shipping services to Zoho Inventory
Hi guys, I am newbie with Zoho, I come from Vietnam I am getting a request from my customer. He want to integrate some Vietnamese Shipping Vendors to Zoho Inventory for some purposes. So, please help me some advices to do this. (*) Assumption our Shipping
Sending emails are not delivered to clients.
We are sending emails and got message that emails successfully sent, but nothing is delivered. Been sending emails for a long time and just got this problem. How can we fix it? Thank you
Formula Field for Date
My products are duration based. I am working in Quotes. I have a product that lasts 30 days, 90 days, or 365 Days i have created a duration field where the 30, 90, or 365 will go I have a Start Date field where the product start date will be entered
Associate Multiple Mailing Lists to 1 Signup Form
Hi there. I'm wondering if there is a way to associate a single sign-up form with multiple mailing lists. We have lists for our different stakeholder groups, but some people are a part of multiple groups. I would like them to be able to sign up for as
Limit default associations
Hi all, Newbie alert. Please be gentle :) We'd like to limit the options of "linked to". For example: By default, a call can be linked to either a lead, contact, account or other modules. We'd like to limit these links to specific module. i.e. not allow
The file will be parsed using the character set
how do I delete what has been uploaded and start again? I dont know what parsed to choose Your file has been uploaded successfully. The file will be parsed using the character set UTF-8 (Unicode)
Unable to add billing address in zoho crm which is integrated with zoho books -sales order
I can't push the uploaded image from the app zoho creator to crm
How can i push the uploaded image to crm? I already created the code for it but its not working. newEmployeeInfo = Map(); newEmployeeInfo.put("Name",input.Name); newEmployeeInfo.put("License_or_ID",input.ID1); response = zoho.crm.createRecord("Employees",newEmployeeInfo);
Desk API - List all tickets
Hi, I am using https://desk.zoho.com/api/v1/tickets?include=contacts to pull back a list of tickets, but it never seems to pull back all tickets just around 20 at a time, and using the limit function only works if you know exactly how many tickets you
Auto Reply Subjetc
I have a pertinent question about Auto-Reply. I want to reply with the same subject as I received the email and I don't know how to do that. For example: (My customer sends me an email with the subject "Purchase", how do I Auto-Reply with the same subject?
When does archiving process run?
I've created a custom archiving policy that should archive emails older than 2 months and assigned the policy to selected folders. 1 day later, none of the emails to which the policy should have been applied got archived. I understand that the emails
Parent Child Form
I want to calculate Job Count but I didnt Pls help me
New in Zoho Sprints: Release Management
Hello all,   We are excited to launch the next big feature on our roadmap - The all-new 'Release Management'. We can hear your 'WOW' and yes we're also happy to hit our next milestone. Agile as a concept strives in delivering a qualified outcome at the end of each iteration. This process will not only help hasten your delivery but can also stand as a potential to plan your next phase accordingly. Do you think these iterations are sufficient to run your projects?  For instance, if you have a big
Incorrect Article Titles
The article´s titles are showing the title of the previous article I visited. This doesn´t happen on all browsers/computers. Only happened for one visitor out of 6 visitors. This happened on Chrome.
Zoho Learn Learners
Hi, do Zoho Learners all need to be 'users'. When I try and add learners it says we are limited to 5 which is no good to us. Thank you.
How to get URL for hosted page (Payment Update Page)
I am showing the hosted page called "Checkout Page" and this is working. I want to add the hosted page (Payment Update Page) for customers who need to change their card details. I can find the URL for the Checkout Page from the "View Plan URL" link in
Void an Invoice in Dunning
Hello, I am seeking your advice as to how to Void an Invoice that is in dunning. When I try to Void the invoice, I get the error message "Cannot void the invoice when the subscription/recurring invoice is in dunning state". However, on-screen is also
Google Address Validation API (JSON issue)
Hello, I am trying to build address verification with Google API as per instructions here - Validate an address  | Address Validation API  | Google Developers I am required to pass JSON body as follows: curl -X POST -d '{  "address": {   "regionCode":
Email Templates for Appoval process
Is there a way to update the approval notification email? The email that comes through doesn't include enough metadata, and it would be nice if it supported smart fields like in the email template setup.
How do I change my 1-column form to a 2-column form?
I tried to drag the fields in my form into two columns so the form isn't so long, but that didn't work. How do I change my one-column form to a 2-column form without having to use a pre-built form theme?
Failing to Book Appointments
Failing to books appointments in Zoho Bookings for at least 24hrs. The system freezes after adding all the booking information (customer, date etc.) and then trying to save the appointment.Â
Did anyone else have the department assignments removed from most of their projects
All the sudden the department assignments for Projects/Jobs in Zoho People have been removed. There are no longer departments assigned..... Has this happened to anyone else?
Modify subject thread during a reply
I receive a reply email from another ticketing system which contains an ID. I would like my reply to this message to contain this new and external ID in the subject. I tried to do this with a custom function that a user kindly shared here: https://help.zoho.com/portal/en/community/topic/change-subject-after-reply-two-ticket-systems
COQL Looking for id in a List variable
Hello, I'm using a COQL query to retrieve the Deal_Name from the Deals module where it matches a particular Account Id and has 1 of 4 ids in a lookup field. I've created a list variable with the ids I'm wanting to match the lookup field to, but am failing
File conversion PDF to Image file JPG/PNG
Hi, I have a question did anyone every tried using custom function to convert a PDF file to JPG/PNG format? Any possibility by using the custom function to achieve this within zoho apps. I do know there are many third parties API provide this with cost
Zoho MVP Batch of 2022
Image: Zoho MVP Batch of 2022 Zoho MVPs are passionate customers and partners who go out of their way in helping the community members. With their significant contributions in the community forums, they help cut short the learning curve of the members,
Zoho Books Automatic Exchange Rate Calculation based on Currency Amounts
Hello, I have a request about Zoho Books bank transfer function. My base currency is GBP on the system and when I exchange currency on my bank I record it to Books. For example, according to my attached record; I have exchanged 47.08 GBP to 1.000 TRY
Add Related Items in Estimates, Sales Orders, Invoices
We have many items that are related to one another, where when a particular item is being added to an order, we need to see a list of all related items that could potentially go with it to quickly add them to the order as needed. First, when editing a
Tips & Tricks #09 Automatiseren met Zoho Desk Deel 1
Beste Community leden, Zoals jullie weten hebben we in Nederland een woningtekort. Een oplossing hiervoor is de hoogbouw. Echter, om de de hoogte in te gaan moet er ook voor de juiste faciliteiten in flats worden gezorgd. Problemen kunnen we allemaal
The Slots Input Block in code less bot builder does not work
I tried adding the Slots input block in the code less bot builder and it doesn't seem to work. When I add the control, and input some information, and click on the Save button, nothing happens and it doesn't actually get saved.
SalesIQ's Native Screen Share Feature - Seamless Customer Support #1
Hello everyone! We are presenting a series of posts on making your customer support experience with SalesIQ, seamless and extremely effective. The first of the many features we will be discussing is the Native Screen share option, a favourite of many
📢[Analyst Talk]: Zoho Analytics continues to be a leader in BARC Research's latest survey
BARC Research's latest BI & Analytics Survey 23 is based on findings from the world‘s largest and most comprehensive survey of business intelligence end users. The BI & Analytics Survey 23 examines user feedback on BI product selection and usage across
Please can someone signpost any Zoho content related to UK MTD ITSA?
This is specific to the United Kingdom -Â I'm struggling to find any MTD related detail that goes beyond MTD VAT. https://www.gov.uk/government/collections/making-tax-digital-for-income-tax It's a huge topic in the Financial Management Software space and
Updating Account Codes in Zoho Books
Hi I need to update all the account codes in my chart of accounts in Zoho Books. I could edit each account separately and add the new account code - but is there a quicker way ? eg Could import via a spreadsheet? Thanks in advance Susan
Screen Resolution and Scrolling Issues
I have 5 servers that are all physically identical in terms of hardware (CPU, OS, software, memory). The only difference being the storage space. On 4 of them I unable to scroll lists, or see things clearly. The servers are running Windows 10 Enterprise
Save Writer Document to ZOHO Workdrive
Hi, i just switched my organization from ZOHO Docs to ZOHO Workdrive. Problem: When opening a blank Writer (or Sheet) Document i cannot save it to ZOHO Workdrive, but only to ZOHO Docs or to other Cloud Drives like Dropbox,..... any idea? kind regards Lambert
Cursor alignment
On zoho assist, the cursor is not aligned on the remote machine. We have to try to restart zoho to repair the problem, but the issue still comes back.
Switching calendar
Can I switch a calendar once I've accepted an invitation? I cannot find the way to do it. Also all invitations go to my default calendar automatically and I may not want that. Please share some knowledge about this :)
Firma de tickets en Desk
Se sabe si esta planificado que Zoho Desk tenga la opcion de firmar? Al final, un cliente que esta interesado en dar soporte a sus clientes, en muchas ocasiones, tiene tecnicos en la calle y necesita que el cliente final pueda firmar como se ha terminado el trabajo. Una opcion de firma desde el movil ayudaria mucho a lanzar este producto.
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