Reporting tags for chart of accounts: P&L reports
Please add to the chart of accounts (Add & Edit account) reporting tags so that we can use the P&L/Income Statement report filters appropriately.
Reporting Tag: assign to an expense account
We have expenses that are always assigned to one of our departments --would it be possible to add reporting tags to the chart of account items? This would save us mucho time when categorizing transactions. TIA! -Gina
I CAN'T CREATE A NEW TASK ON THE DATE I WANT.
Good morning, I have been using connect for a year now to schedule various tasks and today for the first time I am facing a problem: when I enter a task on a specific day it automatically moves it to the next day, or the day before. I have also tried
Zoho Connect - Zoho Classes (As web link within menu)
Has anyone figured out how to create a Zoho class & add it to Zoho connect group? Help
Can not add colleagues from Czech Republic
Hi, Can you please fix this problem with adding members with email adresses ending on .cz ?? See below screenshot
Data base
Hello, I would like to know if the Zoho Creator platform can be used to create a system only for the administrative part of my company and I need a database that can be interconnected between different areas, and I would like to know what benefits and
Customise home dashboard based on group or user
Hey Zoho, Is it possible to have conditional elements display / hide on the home screen dashboard based on either the user or the group? for example, I am currently displaying KPI’s as an embedded element from Analytics. I have 2x teams, Team A and Team
Create Product, Quantity
How we achieve this? Task 1: Create form to store the products Task 2: Whenever the product is purchased, the stock should be increased Task 3: Whenever the product is sold, the stock should reduce
Tip of the week #23 - Connect to 5000+ web applications with Zapier integration
The integration of Zoho TeamInbox with Zapier allows for smooth data flow with other applications and lets you automate crucial processes. To move data seamlessly between applications, you can build new workflows by creating Zaps. In Zapier, a 'Zap' is
Dispatch Track Integration?
Has anyone been able to integrate Dispatch track with zoho? I want the 2 programs to "talk " with each other.
What's new on Zoho Marketplace in October 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in October 2022. Extensions for Zoho CRM Official Bouncify Email Validator for Zoho CRM Easily validate your email
Unauthenticated email from dumaxst.com is not accepted due to 550-5.7.26 domain's DMARC policy.
Hi,
We use the mail to send automatic emails through the SMTP server, we use the following configuration:
We realize that most emails are being rejected.
Could you support us? <miguel.ventas@tmgr.com.mx>: host ASPMX.L.GOOGLE.COM[108.177.127.26]
554 5.1.8 Email Outgoing Blocked
Our mail server got blocked. We have development, test and production instances that rely on this mail server. Can you please unblock us from sending outgoing emails?
Unwanted Automatic Text Tampering Of Notes!
Hi 👋 So... I posted about this earlier today... & now my post has vanished!!! 😠 Unimpressed by that, to say the very least 😠 Everytime I open an already created note in the Notebook App, it's fine for a couple of seconds before changing ALL the text
Can't create an email account because Zoho thinks it already exists
Hi! I'm trying to create the e-mail " ventas@planeco.com.ec" but it keep saying this account already exists. Well, it does not... What happened is that when i first entered Zoho, i typed this email at the Sign Up screen (i messed it up, i know)... Then
Now that's magic!!!
Hi, My posts vanish when I send them. I can't find them. This is my 3rd post. Anyone ang idea's as to what's going on? Hrmmm, -BIG J
Zoho Consultant in Atlanta, Georgia.
I am interested in finding a Zoho CRM Developer / Consultant in Atlanta, Georgia. If you can do light development work within Zoho, please contact me. Thank you. Pete Franetovich trastos@comcast.net
Tags in journal entry
Hi, I use tags to split revenues and expenses by branchs. But when I do manual journal entry, we cannot add tags. For those who use tags, do you have the same problem? How are you able to get a P&L by branch? I use manuel journal entry to post payroll
Einheit im Frontend anzeigen
Warum wird die Mengeneinheit (Unit) im Frontend nicht angezeigt bzw. dargestellt? Wie kann man dieses einrichten?
Biginb or CRM for Solo Business
Hi! I have just started using Zoho One and want to try and integrate my businesses all into one system. At the moment it is just me and I have several sub-micro busiensses. At the moment it works just by categorising in Books and Inventory, as I want
Log Incoming Calls on Mobile App (Zoho CRM does it)
The title says it all. If Zoho CRM logs incoming calls, why doesn't Bigin? It has the option to log outgoing calls but not incoming.
Simple custom function for field validation
Hi all, I am new to Zoho CRM and Deluge. I would like to set validation rule for the filed let's call it "Emails". I would like to allow users to type in that field all characters that can appear in email addresses + comma, space is not allowed (in that
Workdrive extension no longer loading
Not sure when it started (was out of office last week) however the Zoho Workdrive extension integration is no longer loading up Workdrive within CRM to create folders automatically nor manage files within CRM. Tried uninstalling and reinstalling the extension
For medical representative ( field force)
How can i take the best use of crm , for the purpose of my salesperson ( medical representative) in the market, 1) gps location tracking 2) daily report 3) Order booking 4) tour program 5) Customer view 6) territory management 7) doctors activity
Problem with Account searching while creating Deals
Hi, Recently some of our users reported problem with creating new Deals. The used to type few first letters of the company name in the Account field and it was finding the right Account. Now some users type the whole company name and system finds no Accounts
Problems With Zoho Mail
Hey, Anyone else experiencing server issues this morning with Zoho mail? I seem to be receiving a variety of error codes, such as "Problem in sending email in IO operation" and "Error connecting to server," among others. Are these problems limited to
Add query string parameters with record redirect action
Greetings I have a page that displays dynamic content based on record id sent in query string parameter in the url. i need to access this page via record actions from report..so i have a report that contains many records, i defined my redirect action
Zoho Creator - Customer Portal API Access
Is it possible to create new customers in the customer portal through and API? I've been looking through the documentation and don't see anything.
Export form and subform data into spreadsheet
Hi How do i export my data from a form with subform into spreadsheet where the subform with multiple rows are exported into individual rows and columns? If i do a normal export, it join all the subform data into a column seperated by space/comma. I need
CAPTCHA issue
One of my users is getting a CAPTCHA when he selects an email through the web interface. No one else is having the problem, but it is annoying that he is getting this on the first email he views every time he logs in. Any idea why this is happening?
Reply within Ticket
I'm sure this has been asked before but I cannot find any threads on this. So when we are working on a ticket and need more information from the user for example, we reply to the ticket asking for that, and they then reply back to us, why does it create
Calendar dark mode needs improvement badly
Hi, I wish I could understand the logic behind modifying a user interface that worked perfectly well. Things are so bad that I'm considering switching to another calendar provider. I complained a while ago about the lack of contrast for past events, which
Tiny Tip Tuesday #55
We’ve been discussing various ways to improve the response rate of surveys and subtly, using effective terms and conditions is an essential factor in it. When a customer receives a survey from someone, the immediate questions that pop up in their mind
Unable to download Mail for Mac
Unable to download Mail for Mac, the link for the button is just a # url so it just refreshes the page. The download options for Windows and Linux are still available but just not for Mac. Is there a direct link to get the PKG?
Community Digest - October 2022
Hello, Everybody! We have seen a lot of conversations here on the forums where users go above and beyond to help others, a hallmark of a thriving community. Don't they deserve a token of appreciation? We'd like to honor those who take that extra step,
Recover accidentally deleted mail account
Email account was accidentally deleted from admin console.
Zoho assist managing group members
As far as I can tell when adding unattended access computers to groups it must be done individually. You can filter list but not "select all" once the filter is applied. Am I missing something? We have 400+ machines to add to a group and it is time
Bank Feeds: Multi-Factor Authentication, Auto vs. Manual, Wrong Update Dates
From what I can divine from support here in the forums, it looks like post-update, bank feeds that require MFA (multi-factor authentication) cannot be updated automatically, and need to be refreshed manually. Is this correct? If so, that doesn't feel
Enhancements in Bigin
Hello everyone, We have released a bunch of enhancements this month. Here is a small introduction to each of them. Increase in maximum record count for Express edition The maximum number of records that can be added to the Express edition has been increased from 25,000 to 50,000. This limit is also applicable for the Zoho One users. Refer to the feature availability page for more information. Integration with Zoho Meeting Bigin can now be integrated with Zoho Meeting. You can conduct virtual
Invalid Secret Key with Wordpress Plugin
Hi, I set up all the fields well and it says "Invalid Secret Key", I can send emails from my account but if I send an email from my gmail they do not arrive and I get an error message. Can you help me? I use a plugin in my wordpress called Hide Login
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