Delete a user defined module
I have a user defined module that I cannot delete. It gives the error 'this section cannot be removed'
Inventory Asset Value in Inventory Valuation Summary report
Hi, I would like to know how is the value for column Inventory Asset Value calculated in Inventory Valuation Summary report in Zoho Books? If answer to this question is - (unit cost) * (stock on hand); then my next question is - From where do you get
Setting your own font
Hello. We have our own font (F37 Ginger) for sending emails to customers. At the moment you can choose from a limited number of standard fonts in Teaminbox. Is it possible to set or upload our own font in Teaminbox?
Remove limitation to import only up to 100 fields from a single Zoho CRM module
Zoho CRM supports creating of over 300 fields per module. Zoho Analytics supports import of only 100 fields per Zoho CRM module. Please consider removing this limitation. Best regards, Mladen Svraka Zoho Consultant and Authorized Partner www.mladen-
Unable to write from imap since sunday 4 september
Hello, This yesteday it seems that imap connexion doesn't allow write. on my two accounts imappro.zoho.eu connection timeout when I try to save a mail in draft or sent folder. but draft can be save from the web interface, and I see it in thunderbird (and
Forms assignment rules VS CRM assignment rules
Hello, I see I can choose to trigger assignment rules from Zoho Forms: on the other hand, I see I can set assignment rules on CRM: In case of conflicts, which one wins? Thank you
Add support for logo icon mark for use in invoice, payment screens and all other screens where logos are featured
This is a customer complaint. While a minor issue, the fact that Zoho does not allow users to upload both a standard landscape-oriented logo and a square/portrait oriented icon logo annoys me. Because in Zoho, you have various places where you display
to send opened-contacts monthly in Zoho Campaign
Hello, I'm trying to test how we can send opened contacts monthly in the Zoho campaign. As far as I know, we can use a chained campaign based on the recipient's activities. Here is the thing 1) we will first send the campaign_A 2) for every contact
Mail merge (letters) option disapppears if my list is more than 100
hi, from contact list you can choose 10, 20...1000 per page. When you do select all you can mail merge those on the page. When I setup a filter which give me 317 (basically all) and select all the option disappears? Another limit? I'm using professional.
Training Calendar in ZOHO People LMS
Hi, we like to download the Training Calendar based on the courses defined. Please help us how we can download the training calendar from ZOHO People LMS.
API calls work fine in Postman, but I get a security error when running the same call in my Zet CLI widget
As the title suggests, I can successfully use API calls through Postman, but when I try to use my local widget (running locally with zet cli - I copied the javaScript Fetch code snippet from Postman and inserted it into my extension.js file in the widget)
Variables in a the multiple choice options
Is there a way to use url parameter variables in the multiple choice options? As in, I create a url that says https://survey.zohopublic.com/zs/12345?d1=apple&d2=pear&d3=orange And when they click, they see the multiple choice question: What is your favorite
error
{'code': 1048, 'message': 'Sorry, there was an internal error. Please contact {0} for assistance.'} 400
How to create entries for customer refunds?
Hi, I received some amount from a customer and later refunded it 100%. It shows as 2 entries in my bank account (credit & debit). Please advise how I should show it in Zoho Books while matching uncategorized transactions. Gaurav
How do I properly charge a customer for a product?
Hello, I am new to zohobooks and its been a good while since I had an accounting class. I run a small auto repair business, and am having trouble billing customers. For example, lets say I am doing a job with only 2 line items. Line 1 is labor, line 2
How do I get the spell check to work?
I see in my notebook settings that the spell check is active, but it does not work. How do I get it to work?
Pipeline conversion insights extension
Hi Team! I'm trying to replicate pipeline conversion insights so my rejects will be divided into groups, like rejected after HR, after offer, etc. Not only total amount of rejects. Ive made report in analytics using pivot report and based on activity
Is it possible to lock the subform so a new row cannot be created?
I am wanting to create a table for each month being a new row. I don't want other users to have the ability to create a new row - only to fill. Is there a way to lock the rows in subform or create some sort of "do not allow duplicates" ?
【9/16(金) 開催】オンラインMeetup｜複数サービスの組み合わせ・連携強化で活用の幅を広げるための事例セッションなど、ここでしか聞けない事例や情報が満載のユーザー交流会
こんにちは、Zoho コミュニティチームの今成です。 9月16日（金）16:00より、Zoho コミュニティのMeetup（ユーザー交流会）を開催いたします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼詳細はこちら：https://zoho.to/Meetup2022vol3_forum ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 今回のテーマは「複数サービスの組み合わせ・連携強化で活用の幅を広げよう」。毎回大好評のユーザー事例では、ベテランのZoho
Help with the creation of a report
Hello, We need a report "Hours by projects" with a way to reduce the hours by 20% if the employee is a junior. I would like to see the last column with the adjustments and the previous one with the real hours. I've tried with a customizes field in Staff
Monthly Report - List of employees part of the next evaluation cycle
Every month we send an email to the assessors' email addresses, announcing that a new assessment cycle has started. At the moment, we export from a list we have and HR sends the email. Recently, we created a new field in Zoho that contains the information
Server switcher not working on android app
I am testing Zoho Writer and Sheet to using them for my businesses. I have both an account on Europe server and China. The server switcher icon on Android app, in the right upper corner of sign in page doesn't work. It keeps directing to the European
Sorting Simple Repeat Fields Writer Mail Merge
Is there a way to sort the data for simple repeat fields in Mail Merge w/ Writer? I can see you can sort if data is in rows, but I can't find an option for Repeat Fields. I am merging data from a subform.
Separation Portal For Ex-Employees
Is Zoho Planning to add a Seperation Portal for Ex-Employees in Zoho People or any other HRMS tool? Its a
Calculate the coverage ratio of fields
How can I calculate the coverage ratio of specific fields? I want to know whether some fields are always filled with information or not.
Blocked incoming email addresses - what do senders see?
Hi I am blocking several incoming email addresses so they can't send emails to my zoho accounts. What will blocked senders experience if they try to send an email to one of these addresses? Will they get a message of some kind telling them their message
How can I display a formula field directly in the "Create customer" form view?
Hi, how can I display a formula field result directly in the "Create customer" form view and not only after I have clicked on save? Thanks, Arti
Direct Assignment Rules not assigning correctly to designated persons
I have set up direct assignment rules for account name, written exactly as per the CRM data. But tickets are not assigned, newly incoming tickets from registered accounts remain "Un-Assigned".
Approval Process Reporting
I know from the My Jobs Module that you can view Approval History. My question is, is it possible to run a report on the date a records was submitted via the approval process and the date the record was actually approved - w/o having to add custom fields
Performance Management - Documents
Hi, We are using Performance Management. Do we have 1) A place for Managers to record performance notes / conversations / action points that are timestamped and secure (can't be seen by the employee? ) 2) The notes can be accessed by HR / Talent ? Thank
Outlook Emails All Being Shown As Read.
Hi, we’re a relatively new recruitment service and have just started using Zoho in the last few months. We’re having an ongoing problem with all emails in our Outlook inboxes being shown as read dealing not having opened them. This has only started since
ZOHO Mail INBOX NO Sender, NO Subject
Hello, some Mails in my INBOX lost the Sender and Subject. Has anyone an Idea how to solve this ?
Qoute product grouping
We have the need to separate products into 2 categories on a quote - One-time and Recurring. Ideally we'd like to have them each in a separate section with its own subtotals. Is this possible?
Contact Limit Campaigns
Dear Zoho Team, What is the price for upgrading the contact limit in Campaigns, when I have purchased the CRM Plus package? Is it this one? Best wishes.
Serial number tracking
Good morning, We have some problem that we don't know how can be solved by ZOHO. We sell a type of product where we need to track its serial number. I know that such a function is in ZOHO INVENTORY. However, we need a specific serial number to be visible
Include Uploaded files from submitted forms in Notification Email
Hello, I hope you all can help. We have a form that includes the option to upload a file, I would like any files submitted to be included with the email notification. I have tried adding the appropriate field label to the notification email but this only
Zoho Finance DELETE Scopes in Flow Connections
When creating Flows related to Zoho Finance data, a big, missing piece of API Connections is the DELETE scope. I cannot use Deluge to delete anything—records, attachments, etc. I am "not authorized" to perform that operation, even when I select "all triggers/actions"
Want to categorize your tickets by topics as soon as an agent responds? Here's how…
We really needed to group our Zoho Desk tickets to categories to analyze them in Zoho Analytics. This custom functions does it for you. Thanks to Zoho employee John and his colleagues who gave me the idea at Zoholics 2022 in Frankfurt. This custom function
Moving form entries to another form
Hello, is there a way to move the form entries of a form in the form entries of another form? By mistake, one of the sales rep used the wrong form and I'd like to move the entries to the main form. Thank you Antonio
SMTP ACCOUNT
please provide me guide of for zepto smtp account
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