Send sales order pdf as attachment in deluge
I have tried the various deluge docs examples but none seem to work, obviously using salesorder attributes. Help please ;-) record_id = invoice_details[ID!= 0].ID; sendmail [ from: zoho.adminuserid to: input.customer_email subject: "New
Is results equal zero column not to appear.
I have a sales order, with a column for discounts. Some clients don't receive a discount. Rather than having a column that says discount with a zero, I'd prefer the whole column to be hidden. Is this possible?
ADR Stock Prices
Hello, It appears as the stock price function for ADRs is one day behind. For example BAYRY, at the close of 7/12/2021, shows $15.15 for the share price. That was the previous day's close (7/9/2021) because the current day's (7/12/2021) close is $15.08.
syncing group calendars
can I sync a group calendar to my android device?
Conversion Ratio Formula Assistance
Hello, I have a request to provide multiple time period conversion ratios on a single dashboard that can be seen at the same time, in otherwords, not using the user filters. I think I have what I need, but when I try to save the formula, I get the below
Not possible to create a custom filter with due dates
I am trying to set up a custom filter for the Problem tab. The criteria is the due date, which should be between two dates. I have set a name for this filter. All the checkboxes are disabled. When I try to save this filter, only the loading circle appears
[Product Update] Business apps integration settings edit access to account and organization administrators in Zoho Analytics
Dear Customers, We are glad to share this private beta update! Users with account administrator and organization administrator roles can edit an existing business app integration setting irrespective of the integration owner who configured it in their
Assigning Teams to Projects from CRM Function Challenge
We have a function in our CRM that creates a Zoho Project (from a Project Template) when a particular field is updated. I'd like to try and assign teams to the project at that time but I can't seem to make it work. Is this possible and if so can someone
Calendar not loading
Hi I've been using your calendar now for a while, and I've been so pleased with it until recently. I need your urgent assistance as it is not loading, so I can't reach my data. It's been since Monday. Any suggestion, please? loading stops at this pointHowever,
Can't add events to the calendar
I don't know what happened. I was editing my Zoho calendar and was adding events when all of a sudden the calendar wouldn't let me add any more events. I'm trying to click "save" but the button doesn't work. Is there an event limit in the calendar? Did
Change Topic Owner
We want to integrate Zoho forms with Zoho Desk - Community. The problem is that all requests get created with the user ID that authenticated the integration. It would be great if we can specify the topic owner in integrations, so if the topic owner submits
Dual delivery with GSuite and sent folder
Hello, we had configure the dual delivery with GSuite as primary server. The problem is, the sent folder don't show sent emails in both systems. Example: i sent email from zoho mail. I can't see it in sent folder in GSuite. I sent email from GSuite, i
Unable to edit notebook after v6.01 in Android 13
Apparently with Notebook version 6.01 in Android 13, when I try to edit an existing Notebook page, I get an offer to upgrade to Notebook Pro / Premium. I feel I don't need the features of Pro, so I don't want to upgrade. HOWEVER, after X'ing out of
Social module doesnt alert us when we receive a facebook msg
Hi. Ive connected our Facebook account with the Social module. I can see conversations/threads. However, when a Contact msgs us on Facebook, theres no alert or anything notifying us of this. We dont know a Contact has msged us unless we look at the Social
Flagging external emails in Zoho Email
Is there a way to flag that an email has come from an external domain in Zoho mail admin to protect employees from spoofing? E.g. prepending [EXT] in subject line? Office 365 has this feature so wondering whether Zoho does as well? Best Wishes,
Zoho rejected email sent from SendInBlue with 554 5.2.3 MailPolicy violation Error delivering to mailboxes
Hi, I am using Zoho email server for my SendInBlue account, to send transnational emails for my web app. Yesterday, 09-04-2020 19:47:43 my email sent by SendInBlue was rejected with 554 5.2.3 MailPolicy violation Error delivering to mailboxes. Email
Error in Create Invocie:Invalid Element product_type
Hi , This IS Rameshbabu i have One Account in Zoho book.I am Using US and Uk Organization .US Organization is working Fine.But Uk OrganizationShowing This Error Error in Create Invocie:Invalid Element product_type. Kindly Help What is Issue.Please give me Reply ASAP
Hotmail is refusing zoho mail again
Hello I've tried to send emails to two separate hotmail addresses today and both have bounced back as follows: [xxx]@hotmail.com Error, ERROR_CODE :550, ERROR_CODE :SC-004 (SNT004-MC2F40) Unfortunately, messages from 74.201.84.153 weren't sent. We recommend
Email Templates Urls/Hyperlinks
I am trying to update my email template when sending out invoices so that there's multiple URL links within the email. I see when sending an email I can insert a URL, but that just adds the url as text and doesn't provide me to name the link, so the email
I don't want my taxes to be inclusive
I am just starting with Zoho Invoice. I add a line item like so... But this is reducing my fee by the taxable amount and I don't want that to happen. I want the total to be 192.67. This seems very basic. I want the line item to be tax exclusive not inclusive
KB: Image description in articles are de-associated from image
When we add images into article of the knowledge base, we add description to them, which are displayed as a legend below the image. Image with legend after its creation: But when we edit again the article, the description is no longer associated to the
Create automation rule to remind a customer that we're waiting for their response
I'd like to create an automation rule to remind our customers that we're waiting for their response. Ideally the rule would execute once after 3 days of no response then again after 6 days of no response and then close itself after 10 days and notify
Notify additional business stakeholders based on ticket tags
I'd like to create rules to notify some of our client stakeholders of work being performed based on certain tags assigned to a ticket. How could I accomplish this within Zoho. I'm coming from Zendesk where this is very simple to do with an automation
Pre-Populated Survey Data
I have data being brought into a survey from Zoho CRM. (I love that I can do this by the way) This information is being brought in to help the survey responders by providing some information regarding the issue. However I do not want them changing
Scoring in Summary Report?
Hi, Survey is a great tool. But I can't seem to find the scoring data in the summary report. If the data for other questions can be included, why not scores? I.e average for score, and the statistical data as well like mean, median, mode and standard
IMAP Push Notifications
Does ZOHO still not support push notifications for IMAP? If so, where/how do I enable this as I cannot find it. If this is not supported, why when this is such a basic function. I've been using ZOHO to host my domain email for a relatively short period
Light agent cannot see all tickets from department
Hello, I created a light agent for a department but he cannot see all the tickets inside that department, am I missing something? Please see the images below, showing what I as admin view when I select the department (90 tickets) and what he sees when
Get Related CONTACTS Id of a list of Accounts
Hi There, I am trying to get just the id's of a related contacts from a list of accounts, I can get it to output the full Json info , but i need just the Id's. I keep getting the following error: Failed to execute function Argument type mismatch - Found
QR code app to Zoho
Is there any app to take a pic of the QR code and input the data into the zoho crm, such as a business card?
Restore deleted messages
I accidentally deleted all my messages through microsoft outlook (800+ messages). Is there a way to restore them all since this is a bussiness account? Thank you
Using deluge in report filter
I'm trying to create a report filter that looks up a value in the user profile. But when I add the function to the report filter criteria, Zoho keeps adding quotation marks to it. I enter Container_ID starts with thisapp.get_user_containers(), but when
Tip of the week #19: Chat and comment about an event in Zoho Calendar.
Communication and collaboration are necessary to boost a team's productivity. Zoho Calendar, serves as a better productivity tool in that aspect by providing you the options to chat about an event and comment on an event. Apart from scheduling a meeting
Share files externally from within your desktop sync apps
Greetings from the Zoho WorkDrive team! The ability to create external links, and share them with external users, right from your desktop apps is now available in the latest versions of WorkDrive TrueSync and Sync. Download TrueSync (version 3.6.4) Download
getRecords() error message
Here's my code: void books.Search_Contact() { organization_id = "666666666"; searchParam = {"contact_name":"Joe"}; response = zoho.books.getRecords("contacts", "666666666", searchParam, "books_all"); info response; } Here is offiical Zoho documentation:
How to generate invoices from recurring invoices in bulk
We have 300 recurring invoices each month. We generate them on a different day each month. I understand how to generate one invoice at a time from a recurring invoice. Is there a way to generate an invoice from all 300 recurring invoices at the same time?
Pull data from accounts module into meetings module
I want to pull data from the accounts module into meeting records. For example, I have a meeting with John Doe on the ABC account. I want the meeting record to pull in various fields from the account module along with contacts associated with that module.
Advice About Inventory
Hello all, I was wondering if you have any experience / advice on how to make Zoho work in a way that makes sense for us. We need an inventory module to manage our inventory. Naturally the first stop is to look at Zoho Inventory. However we cannot link
Recommandez Zoho CRM Plus à vos amis et gagnez des crédits !
Bonjour à tous, Vous aimez travailler avec Zoho CRM Plus ? Et bien vous avez maintenant la possibilité de le recommander autour de vous pour aider votre réseau à améliorer son expérience client. Et bien sur c'est gagnant-gagnant ! Comment cela fonctionne
Articles you don't want to miss!
Hello Everyone, Hope all of you are doing well! We are super excited to share our monthly blog updates with all of you! This time, we have interesting blogs and infographics on several essential HR topics including, feedback, payroll management, timesheets,
Ticket merge sends out an email
When we merge 2 tickets in Desk, there's an email send out automatically to the customer. I don't know if it's a "status update" email or a "ticket is closed" email but i suspect the first one. We have this issue with manual merge but also with automatically
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