Help with Complicated YTD Aggregate Formula
I need help with an aggregate formula to get sales up to the current date based on the previous sales cycle. I cannot use a basic YTD formula as my needs are a bit more complex. We run annual events and sales can overlap calendar years. Example if todays
POP and IMAP not working
I have been successfully using POP and IMAP for the last 5 years for a small NGO then suddenly on Oct 16, 2022 it stopped working for one of the email addresses in the organisation while still working for others. I am unable to access POP or IMAP through
Deleted emails, but still says that email account is 95% full?!
Hello, I am really just postponing the inevitable here, but one of our email accounts *Pam* is warning us of its 95% full status. We have gone out of our way to delete hundreds, if not thousands of emails. Also making sure that they weren't just moved
ZOHO/Google Calendar Sync issues
I started using the ZOHO/Google Calendar integration. It seemed to work fine for a few days---but this AM I went and added a few items into my Google Calendar---and it does not appear to be syncing. I reset the ZOHO settings completely. Any ideas?
Limited Google Tasks Integration
When using Flow you only have the ability to add a task name but not the Due Date or Notes (Description). It's strange because the information is clearly available from ZohoCRM but your Google Tasks integration is limited to the Task Name field only. Please fix this. A task without a due date is useless.
Zoho CRM integration with Autotask/Datto
Good day My IT Consulting firm uses Datto Autotask (PSA) for tracking tickets, contracts, customers, ets. We plan on maintaining Autotask PSA for this functionality, however we would like to sync customers and contacts from Autotask to Zoho CRM. This
Sent emails duplicating in sent folder
Has anything changed on Zoho recently ? I have Thunderbird for mty email predominantly via IMAP, and as of 30th September, whenever i send an email i end up with two copies in the sent email folder. I have unchecked the option to add a copy into the
Hide Option - Won / Lost Columns
I have found that I don't like that these columns are visible on the pipeline. I accidentally click on the cards or move them to the lost column. I think once they have gotten to that point it should not be visible in the pipeline anymore. If we need
Zoho Historical data unchanged
hi i have created funnel charts to show different stages of my B2B pipeline However, I would like my previous historical data to remain unchanged Can I have a filter for that?
Edit Profile in Cliq
Hi, is there a way to edit the profile in Cliq? The edit button only allows a limited number of fields to be edited, really looking to add work telephone but it's greyed out. Thanks
----- The following addresses had fatal errors
This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Thu, 29 Sep 2022 06:28:01 -0700 from ----- The following addresses
Domain blocked from/to Microsoft
Hi, I'm having issues with my domain bakimakelaars.nl. Everything is correct, DNS, MX, SPF DKIM etc. Not blacklisted anywhere. However if I send email from/to Office 365 or from personal hotmail > all NDR Any idea how to fix this? Thanks
Zoho CRM's V2.1 APIs!
Hello everyone! We are happy to announce the release of Zoho CRM's V2.1 APIs! Yes, that's right! While V2 is still widely used and stable, the new version includes a lot of most-requested and interesting updates. Read on to know more! Note This is just
Bing Ads import is often incorrect
We use your system to pull cost data from Bing Ads, and calculate margin. Frustratingly the Bing Ads data is often incorrect. We have reported this bug to your support team over 10 times. Sometimes the data is double or triple counted. And sometimes large
Custom field in ZOHO Analytics
Hello Zoho TReam I have a custom field in supplier invoices in ZOHO Books and I would like to use it in the reports within ZOHO Analytics but, it is not visible in the configuration of the ZOHO Analytics data source. Regards
Read value from report in Zoho Analytics
An email is sent from Zoho Flow. I would like one dollar amount to retrieve based on customer ID. This amount is available as two column (customer ID / total amount) report in Zoho Analytics. How do I retrieve the "Total Amount" and have it included in
Cannot send email recipient can't be saved to draft
Cannot send email recipient XXXXXXXX@yahoo.com can't be saved to draft. Please contact support. Email is NOT sent to the recipient It happens to other domains as well. I am using my Zoho account to send to my test email account at Yahoo.com I am using
Potential bug in Client Users
Hello, I've added some client users on Zoho Projects and I'm trying to add them to a project. Under Client Users I see there are no users assigned to the project, but when I try to add a client user I get a "All users are already added to the project"
locked out of imap and caldav
no matter what i do i cant get imap or caldav working for 3rd party apps. worked fine for years and just stopped working a week ago. zoho cant help me. we're paying $500+ a month for zoho one and this is going to push me over the edge to look for other
Quick filters in embedded report resetting on refresh
Hi, When using quick filters on any report, the browser remember the filter after refresh. It doesn't happen when the report is embedded inside a page. Any solutions for this?
Cannot send or receive emails
Hello! Emergency situation here. For the past 2 days email works VERY BAD. Incoming mail does not appear on my accounts, and outgoing mail never delivers as well. Please HELP ASAP.
Analytics Dashboard Click to Lead Record
I'm creating a dashboard (in Analytics) that shows a table of leads that is filtered based on certain criteria and shows the name of the lead. How can I set up the data so someone can click on the name of the lead and navigate directly to that lead record.
Introducing routine messages in AskZia
Dear All, Greetings! AskZia is our conversational chatbot designed to provide on-demand responses to your queries. You can prompt Zia with different messages like "leads created today" or "list of deals that closed won this quarter", or even ask for guidance
Zoho Projects: Quarterly Updates | Q3 2022
Dear Users, In the third quarter, we implemented a few new features and updates to improve user experience. Here is a summary of the most significant developments. Timesheet Settings Members of a team can now be granted access to log time for tasks or
Is there any way to set different costs using the serial number of a product?
We are a reseller, and we have different suppliers for the same product. Usually the cost will vary, and we would like to set different landed costs using the serial number to make sure our reports are accurate. Is there any way to achieve this?
Inventory in Vans, and Inventory held off-site
Starting to use Zoho inventory, We have about 6 vans on the road, all of which will have stock in them. Thanks! Should I be creating individual warehouses for each van and then using transfer orders for each? Also, we occasionally maintain inventory
Deluge or Flow expects CRM to return record id as integer
I've written a custom function in Flow to search Zoho CRM for a Contact by email address, then return the Contact id. I'm getting the following error: "Argument type mismatch - Found 'TEXT' but Expected '[BIGINT]' for the function 'get' at line number
Click Report CSVs are Blank
I have been trying to download a Click Report from a recent email campaign all day and though we have many clicks that I can see, the Excel/CSV file is always blank. This is only the case with Clicks--Opens and all other parameters download accurately.
Add Phone Number to Log a Call page
It would be helpful to add the contact's main phone number to the log a call page. It seems the logical process would be to hit "log a call" then go to dial the phone from that page. With the work flow in place now, I have to dial the number from the contact page, then while the phone is ringing, remember to hit "log a call."
Link a ticket to a (SLA) contract
Hello ! I'm currently trying Zoho Desk to see if it could fits my company's needs and I'm looking to reproduce a scenario from my current ticket software. Here is what I would like to do : In my company, we are mostly selling maintenance contracts. These contracts have 3 major information : what product(s) are covered by the contract, how much time will we working on problems and when does the contract will expire. Here is an example : The company X buy a contract of 8 hours of maintenance for their
Is it possible to change my Mail Lite subscription to a free mail account and keep all the data?
Is it possible to change my Mail Lite subscription to a free mail account and keep all the data? During the last year I have tried (with your help-thanks for that) to use the wanted paid fucntionallity (access my iCloud-account through IMAP). I did not
Tips for creating forms that convert this Halloween
From dressing up in creepy costumes to attending Halloween events, manage all your Halloween plans with online forms. Set the spooky mood and kick off the haunted holiday with some fresh out-of-the-box ideas for your online forms. With just a few changes
予定に複数の連絡先を追加できますか？
お世話になります。 予定を作成する際に、連絡先を複数追加することはできますでしょうか。 よろしくお願いいたします。
Get Zoho CRM Report content by API
I used https://www.zohoapis.com/crm/v2/Reports/<report_id> API to get reports. I only got metadata. Is there a way I can get Report content (records) by the API?
Blueprint Automatic Transition option missing
When I create a transition in my blueprint, it does not show the option to make the transition automatic. I have tried on both continuous and non-continuous blueprints. The screenshot below shows a new transition being created, with no auto option. Is
Sent folder label
As I am using only the Zoho mail from a POP mail, there's no available strategy to archive. With Outlook, I used to drop email in a subfolder that I created every year but when I don a sent folder on my own, I don't see any label showing "to" or "from"
Contributions by employee and managers
Hi We have created an application in Zoho where we have sales invoices and for every sales invoice, we have employee contributions captured. So, there are 2 tables in Zoho Creator. One table for the invoice with the a field for the associated employee
Custom Fields on Users/Teams
It would be great if the ability to add custom fields to a Portal User, Client User or Team was added much like exists for Projects, Tasks, Issues, Milestones and Timesheets. This would allow for the streamlining of a lot of user information and avoid
Tasks - Order/Group By Owner
I have a view under the "Tasks" tab of a project. I would like to be able to sort by (or group by) "Owner" so all tasks belonging to a particular user are grouped together. This seems to be one of the few columns that are not "sortable". Any ideas?
Forwarding emails from CRM
Hi there When viewing sent emails within a record, it only gives the option to reply or reply all. There is no functionality to forward a previous message to a client (together with attachments) and we are effectively having to re-create emails instead
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