Locking is not working on Windows version
Windows' version of the Zoho Notebook does not lock the app. I have set up lock password to "immediate", after closing and reopening of the app, it still does not ask for password. I have tried to set "1 minute" after closing, but still. Have tested both
Need help with Join function in Zoho reports
Team, I have 2 tables - and I need to get ALL matching results in one cell.. Ex: Table 1 contains a Pin code Table 2 contains many addresses corresponding to that Pin code How do i get a query result where for each unique pin code I can get all addresses in one cell.
Collaborating with temporary freelancers and clients
L.S. I have several businesses but no personnel. Sometimes I collaborate with others on certain projects for clients. Would it be possible to grand temporary permissions/access to certain modules within ZOHO-One (like Projects, Documents) to these collaborators and clients? Do they need (paid) ZOHO accounts? Would I need to pay extra for this?
What is the criteria to get a test organisation ?
Hi, What is the process / criteria to get a test organisation in Zoho Books ? There is very little documentation and clarity about when does Zoho enable this feature. We are integrating our application with Zoho Books and wanted to create 2 organisations
Bulk deleting contacts
By importing my contacts into ZOHO-Connect I unintended send everybody(!) an invitation to join ZOHO-Connect! I was not aware that this would be the consequence of importing the contacts and I think there should have been a warning/notification prior to sending everybody (EV-ER-Y-BO-DY!!!) a ZOHO invitation in my name! I feel very bad and embarrassed by this! Now I have to quickly delete all these "pending contacts" one by one. This costs several clicks per contact and also Connect shows error messages
Custom modules not showing
I have the Enterprise edition and I have created several custom modules in the desktop version. When I use the mobile CRM, all the modules show up (leads, Contacts, Transactions, Tasks, Calls, Events, Companies) but not the custom ones. Is this normal or should they show up ? I would like to have access to them on my mobile phone if possible. Thanks
How to programmatically create a Published Range link with Allow Interaction enabled?
I have a very complicated data entry use case for which, (unfortunately) a spreadsheet is the best solution. I have a Named Range in a "master" workbook that needs to be Published to the external world with "Allow Interaction" enabled. I copy the workbook,
Focus Group : Functions 101 - A webinar series
A lot of businesses require their CRM to perform activities that are out-of-the-box. And dynamic as Zoho CRM is, a lot of these scenarios can be achieved by running simple functions. They help you update data in CRM modules or in third-party applications and automate most of your business processes. We're organizing a four part webinar series to help you build your own functions from scratch. This series breaks down the myth that functions are complex. Follow this link to register. Note - If
how to sign up for partner program
i tried calling the toll free number but for more than 20 mins no response is there any specific timezone for sales enquiries over phone call ?
How to import 12 months of past data/records into Zoho Books?
Hi I am new to Zoho Books and want to import my last 12 months of data into the system, and then reconcile with my bank feeds. What is the best way to do this? I was going to: Import all my customer records Import all my vendors Then import all my products
Open Zoho iPhone App from a weblink?
Anyone know if it's possible to open the zoho iPhone app from within an email? Scenario: - A case is updated and owner notified via email - within the email I have a link to the specific case... clicking link opens safari and goes to case page I'd like
Articles you don't want to miss!
Hello Everyone, I hope all of you are doing well! We are delighted to share our monthly blog updates with all of you! This time, we have interesting blogs and infographics on a variety of essential HR topics including, time off management, employee management,
CRM : La validation des données
Soyons honnête : il est difficile d'avoir un CRM parfaitement organisé. Le garder dénué d'erreur demande du temps et de l'organisation. La bonne nouvelle est qu'avec une méthode adaptée, vous pouvez arriver à tout et sans trop de difficulté. En l'occurence,
Unable to perform partial Item Name searches in Sales Orders and Invoices
Hello, One of the things I sometimes find myself aggravated by is that I typically want to find all of the sales orders or invoices for which a particular *type* of item is listed. In its current form, I can select a specific item from a drop down list
Deleting "Unused Fields" from layout doesn't allow us to create new fields of the same type
Right now I'm adding fields to some of our layouts. At first, some field types were used up to their limits, so I've started finding and deleting some unused fields from the past. The total available field number in the "Custom Fields Left" list title
Several problems with draft and sent mails
Context : I Have 2 emails accounts configured in zoho mail with 2 differents domain names and 1 alias. 1 office 365 mail connexion 1 imap connexion 1 pop3 connexion. I created my customer account with a bulky domain name and switched to my main domain
how to send email or sms for all customers ?
Hi, This is like i am thinking ; let me know if it is possible like this or is there other solution for the same. first form lookup field may be - for all customers which has name -- so we can take email , phone then message - we willl put message in
Zoho Desk Private Thread
Hi, we are using the private thread function by forwarding emails for internal purposes. But, we are not getting a reply if we are CC'ed in the email instead. For example, I received an email ticket from a customer. I forwarded the email to Department
Unable to list invoices with self client
I am obtaining authorization token using self client as follows: I get the token which I then use with curl to call the API as follows: curl --request GET 'https://invoice.zoho.com/api/v3/invoices' \ --header 'Authorization: Zoho-oauthtoken 1000.xxxxxxxxxxxxxx'
IMAP/SMTP Connections
Can somebody tell me why there is no IMAP/SMTP connection on my new PERSONAL email account? I read quite clearly that IMAP/SMTP is available on Personal Email Accounts so I decided to create a new account with a very long username and very secure password.
Block email
Hello, There is a block image related to the email contato@ciadascapinhas.com.br. Could not send message; Reason: 554 5.1.8 Blocked Sender Address. Could you help me, please. Att Cia das Capinhas
Zoho Desk x Alcatel Rainbow Enterprise Integration
Hi, Good day! As the title says, is there any integration available for ZDesk and Alcatel Rainbow?
Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked
my mail info<dot>shwenoteapp<dot>com is outgoing block. I cannot sent other mail. Please ublock me. I want to sent other mail
Screenshot Notes
I just started using notebook. When I take a screenshot on my iPhone I have the option to share. I use this to send my screenshot to my desired notebook. Is there a way to add a note when sending or to add a tag from there? Or, do I have to go back into
Webhooks fired twice
Hi everyone, We integrated Zoho with Stripe successfully 3 years ago and we did not have any issues so far. We are pretty happy so far. Only this month, we saw the following webhook /webhook/invoice/paid being triggered twice for two customers. Our code
Zoho Analytics "Bulk API - Import Data". MORE_THAN_MAX_LENGTH
I have encountered a problem with "Bulk API - Import Data", it return { "status": "failure", "summary": "MORE_THAN_MAX_LENGTH", "data": { "errorCode": 8507, "errorMessage": "The length of the parameter FILE is more than required
Old Zoho Sign integrate into Zoho CRM
Hi Ive got some old Zoho Sign documents in Zoho Sign that I created before we started using the full integration with ZOHO CRM. I want the early oho sign Documents/events to be in the account repository attached to the correct account. Can this be done.
Build an extension on the standard Lead Conversion functionality
I am currently looking to create my own convert function and button. The reason is that I have a connected custom module, which is - at first connected to the lead, but all custom module records should be moved to the contact. While creating and testing,
Cannot configure via thunderbird or apple mail
Hello, It keeps stating that I've inputted the wrong password, however it is the correct password The mail settings are correct and was found, but the user is not found. Can you please advise?
Why does Zoho not cross-populate features between it's various products?
Hello. As a new user to Zoho CRM, I can appreciate that I might not 'get' everything yet as I explore the many features within the CRM. However, with that said, I am continually astounded (and concerned) by the (apparent) lack of continuity of features between the Zoho family of products. For example, today I decided to enter our Holiday Schedule into our business calendar for our holidays here in the US. I Google'd this to see if I could find some helpful hints and discovered a very thorough fact
Embedding dashboard for mobile browsing
Hello folks, i successfully embedded my dashboard in my website via iframe, and works fine from desktop but is stuck from mobile. We cannot scroll the iframe and the reports are very heavy for the browser. Does anyone have a workaround that doesn't involve using the Zoho mobile app?
IMAP/SMTP Servers
I think ZOHO should update its documents to reflect what the current state is as far as IMAP/SMTP servers are concerned in the EU. For example, people living and working in the EU (including the UK) are generally given a .eu personal email account and
Feature Req - add "Webhook" action for Bigin Workflows
It would be great if you could trigger a webhook to external service, e.g. zapier or zoho flow, as part of a Workflow in Bigin. There are many limitations when using Zapier or Zoho Flow e.g. if you want to have some automation performed only when a specific
Fiscal Year
How do I configure the fiscal year for my organization in Bigin?
New Features rolled out on July 26, 2022
Advanced Analytics for Teamwork CRM Advanced Analytics for Teamwork CRM empowers you by providing deep sales analytics over your CRM data. This integration helps you to keep track of your key sales performance metrics and optimize your sales team's execution.
Last comment before week
Hi, I'm trying to build a View or a Report where i can make a list of all tickets which haven't had an update in the comments for over a week. When i try to make a Report i can fill in the Criteria but i choose "is before" i can only choose from "Current
Multiple accounts - Synology Cloud Sync
Hi, I have multiple work drive accounts because and support multiple businesses and groups. Is it possible to sync more that one accounts at a time? Or is there any possibility of a addin to the synology cloud sync app? Thanks, Dean
What's new in Zoho Expense - March 2022
Hello customers, This month we've come up with new features to provide you with a better expense reporting experience. Read about the features we’ve released and learn how you can use them in your organization. Tax Support for Oman Edition You can now
415 Unsupported Media Type
I keep getting a 415 error when trying to enable notifications. cURL: curl 'http://localhost:3001/v1/zoho/enable-notifications' \ -X 'POST' \ -H 'Accept: application/vnd.api+json' \ -H 'Accept-Language: en-US,en;q=0.9' \ -H 'Authorization: Bearer
Timeline feature not grouping messages together
I just started a trial of TeamInbox. I composed a new email in TeamInbox and sent it to my personal gmail account. I received it in gmail successfully, and it was properly delivered from the shared inbox email address. So far, so good! I then replied
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