month end closing
1) May i know how to define an accounting period in zoho? I did not see the configuration in zoho books. Generally we close accounts on a date earlier than month end. So our accounting period is, for instance, June 26-July 24. How can i define each accounting
Concat more than two values
I want to concat more than 2 elements. For example --------------------- variable = 5; Message = concat("you have", variable, "days left"); --------------------- The above code doesn't work. Any advice? Sorry for this noob question.
Overseas bank account
Hello I have a Singapore bank account in S$ which I have connected to my Zoho book. How do I reflect the equivalent balance of that account in my base USD currency? Thank you
Can't add a user to an existing voice call.
How do you add a user to an existing voice call? I see help documentation where there is supposed to be an "add users" button under the (...) more options but it isn't there.
Deleted First Project
I am currently using a Zoho free account. I clicked the wrong option when creating a project and went to delete my project and now I can't create a new one.
Add the new Instant Bank Pay feature to GoCardless integration
Hello, GoCardless has just launched a new feature to collect one-time payments called Instant Bank Pay. This new feature will revolutionize the collection of payments as it is based on Open Banking. Customers who used to pay by credit card, wire transfer
Issue: "Upload files count is greater than 50,000."
I got this message today: Upload files count is greater than 50,000. To upload large number of files, please use Zoho Workdrive Sync. I am not trying to upload 50,000 files in one go. But I must have done 50,000 over a series of uploads over a few days/weeks.
Want to 'detach' workspace from my account and start over with just email - I only need (and only ever needed) pro email
Hello : Everything seems so laborious and complex with Zoho; although I only ever need pro email, I somehow became tied in with a workspace under my main account, and I only want mail. When I try to upgrade my mail to the pro plan with bigger allotment,
Problem for receiving mail from Locaweb
Hello, We have one domain using Zoho Mail (competengenharia.com.br), but for 3 days we are not receiving e-mails from server on Locaweb (Brazil). Example, if we send e-mail from domain competengenharia.com or zorpe.net to our Zoho Mail, nothing was
Where do I log agent in Zoho desk
Just started using Zoho desk, and currently only have myself as an agent. I am showing agent offline, but having spent a considerable time looking and can not find a means to put myself online!? Come across this article, but with 15 thumbs down its probably
How to use Help center users (frontend users) as SSO provider
Hello, I want to implement something like the SAML option in Zoho Desk, but backwards - I want to use the Help center (frontend) users in Zoho to log them in to another system - thus my Zoho portal would be the identity provider and the other system would
Quick access to the ticket description
Hello, I would like to get an overview of all tickets. However, I am not interested in the e-mail conversations or other stuff. I only want to see for example the ID, description and contact of the ticket. Therefore, I thought I would create a report.
[Upcoming Webinar] Unified data management and analytics - An essential need for today's businesses.
Hi there! BI and analytics enable businesses to gain deep insights, drive strategic growth, and sustain their competitive edge in dynamic market conditions. Having become imperative, BI and analytics are being adopted by more and more businesses across
ZOHO IS A SCAM! DO NOT GET IN BUSINESS WITH THESE CRIMINALS!
I opted out of their auto-renew when I signed up. Then all of a sudden (11 months later), I see that my account gets charged; and has a pending charge. I emailed and called them, which got me nowhere until I threatened to call my bank. Then foolishness
Sharing calendars
I have shared 2 calendars with a colleague but only one is visible to her under the 'My Calendars' heading in the lefthand toolbar. How can she access the second one?
Can't send email, why no one reply?
发不了邮件，怎么没人回复？
ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked.
I´ve created a zoho account but when I try to send email appears the next message: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked. I guess my account is blocked. Could you help me to unblocked? Please
need help.
Can anyone reply?
Publishing an extension across multiple DCs in one go
Are you going through the long-yet-important process of publishing an extension in multiple data centers (DCs) one by one? Then this post is for you. Previously, you had to log in to individual DCs to publish an extension and its associated functions,
Connect Zoho One/CRM to Vontage dialer
Hello, Unable to get ZohnOne/CRM to connect to Vonage phone dialer. Zoho tech support no help. Has anyone made it work? Using Zoho Via Chrome.
Contact Roles from multiple Accounts
In more complex sales situations there may be Contact Roles with Potentials that come from more than one Account. For example we may be working with an outsourcing partner. In that case we need to assign Contact Roles to Potentials from both the end user Account and from the outsourcing company Account. I tried to establish relationships by using Member Accounts and Parent Accounts, but this did not expand the available Contacts to multiple accounts when in the Contact Roles. Is there another way
Show/hide fields based on a pipeline stage?
H, I´ve created a blueprint to make fields mandatory based on the stage of the sales processes, the thing is that some fields are only needed if a deal has reached a certain stage of a pipeline, for example the "Closing price" field is only requiered
Populating a Zoho Sign template from multiple CRM modules
Hello, I hope someone can help me with this one. We have a document (an agreement) for clients to sign and I'm using the Zoho Sign templates integration with Zoho CRM to populate its fields. The problem is that the information we need in the document
What time zone is Zoho CRM desktop set to?
Hello, I cross times zones and when I use my phone Zoho sets to the current time zone. Then when I return to my home time zone and log into Zoho via the Web I need to know which Time Zone it is using. It mucks up scheduling meeting in other time zones.
Can’t receive any emails
I can send emails but can’t receive emails @pacificplayalogistics.com
On creation invoice and selectiong Customer, update custom field "Transporter"
we have made a custom field in customer "Transporter" ,When new invoice is created and a customer is selected, i wish to fetch transporter and put it in notes, please reply with the script as soon as possible
Inconsistent payload in payment api when writing custom function
Dear support team, I'm having trouble writing and testing the custom function for payment module. I want to retrive the subscription record involved with the payment in the Customer Payment module Custom Function. For some reason, the payload I retrieve
Clean data from webhook
I need to create a lead from the result of a webhook. In Create or update Lead, I can map the values. However, some values have additional ';' characters. I need to remove them first, otherwise some fields are not accepted (like "person@mail.com;") .
Introducing advanced Find and Replace options in Writer
We've enhanced the Find and Replace tool with more options to make it more useful. You can now set the search scope, specify the type of objects to search for, search using "wildcards," and more. These capabilities provide you with greater granularity
Field dependency in subform
Is there a way to use field dependencies in subforms?
Automation: Create a Project Automatically and Assign Project Owner Based on Account Owner
I have found a function that automatically creates a project when triggered, however the issue is that i want not only to create the project but also assign the project owner or tasks owner to the same user who is responsible for that account in the CRM.
Import data from Zoho Analytics to CRM
Hello, we are connecting several data source to Zoho Analytics. Is there a way to import these data inside the CRM? Example: import data from multiple Campaigns portals to Analytics and then import them from Analytics to Zoho CRM contacts (so we can see
How to properly integrate Multi Brand
Having a bit of trouble trying to figure out how to configure multi-brand in MA. From what i was told, we do multi-brand config with the Products and Topics Features, where each product is actually a brand, and topics related to each. The issue comes
Zoho Creator | Upcoming Updates — Sep 2022
Hi all, Greetings from the Zoho Creator team! We've got some interesting updates for you today—and rest assured, there’s more to come! In this post, we'll be going over the upcoming features and improvements for this month. A few of these will be available
Enrich your E-Commerce Customer's Journey with SalesIQ Integrations
The booming of the E-Commerce industry is one of the major transformations we saw after the life-changing year 2020. The pandemic brought about this e-commerce explosion and it is certain with the recent trends, that this transformation is here to stay.
Zoho - Commits Fraud - Charging Credit Cards without Permission
Hi, Two months ago I unsubscribed from Zoho CRM. To my surprise I now discover that somehow someone re-instated my subscription and my credit card has been charged for last 2 months without permission. Worse still, when Zoho advised - they ignored my
Problem Connecting Google Analytics Data Source.
Hi, all. So I am trying to connect Google Analytics data source to Zoho Analytics workspace. The problem I am facing is that when I authenticate Google Analytics on Zoho, it only shows me the red-circled view. It does not show the other properties, this
Update a field to "today's date"
Currently, you can only update a field (using workflows) to a "selected date". How about adding the ability to update to "todays date", based on when the workflow rule is triggered? Greater flexibility in this area & customization would be welcomed. Thanks, David Corcoran Batipi / Zoho Partner http://www.batipi.com
Managing Multi Retail Store
I am trying to use Zoho since a long time ,,, and I faced a lot of troubles some of them solved ,,, some still not I need to track two stores ,, I need to track the sales and the stock also I need restriction that each user can access only his store
Zoho Mail calendar to CRM Calendar
Okay, I had the worst Customer Service experience with Zoho so I am reaching out to the community for help. The problem: I have standing meetings that are on my Zoho Mail Calendar (zoho calendar) which I need to be on my Zoho CRM Calendar. The reason
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