What's New in Zoho Books - June 2022
Hello users, We hope you are doing well. We at Zoho Books are constantly trying to enhance the app and bring in new features to meet your accounting needs. To achieve this, we are back with yet another set of updates to Zoho Books. Before we dive in
incoming mail not receive
Please clear error of Incoming Mail
Getting Calls dialled number on zoho crm
I have this flow developed for a customer in which based on the dialled number of calls on zoho crm, they were able to get the Lead Source automatically. It's a flow that saved a lot of time to them for reporting. All was done reading the calls related
Shopify store email issues- Not getting emails
Hi We have migrated from Microsoft outlook to Zoho back in March, we have a shopify store, the domain is hosted on namesilo, not shopify, I have seen some people here complaining about not getting emails from customers who fill out the contact form on
Shopify store email issues- Not getting emails
Hi We have migrated from Microsoft outlook to Zoho back in March, we have a shopify store, the domain is hosted on namesilo, not shopify, I have seen some people here complaining about not getting emails from customers who fill out the contact form on
Updating a Project's Email Alias via API
Good Morning, I'm looking to update a Zoho Project's Email Alias through the API, but cannot find mention of that field specifically. Is this a custom field I need to build, or is there a specific parameter I can pass through? Thanks!
Improvement Idea - sort of search field columns
A feature that would be very useful to making the search function more powerful would be the ability to sort the results of a search by the column headers. Say I search for "Stapler" under products. I see a list of all staplers, but how is it sorted? What if I know I am looking for the cheapest stapler? If I could sort by the column "Unit Price" then this would be an easy task. Please add for consideration in future improvements.
Zoho Sign & Mail Merge - Template appears blank
I have a template for our contract that pulls data from the CRM, and when I preview it in the Mail Merge section, everything is fine. However, if go through "Send with Zoho Sign" and select it there as a Mail Merge template, it attaches a blank, single
PATTERN_NOT_MATCHED when scheduling email using API
Hi, Right now, I am trying to schedule an email using the API. While options 1-5 work, whenever I try option 6 (custom time) and provide a datetime in the requested format, I simply get this as an error: { "data": { "errorCode": "PATTERN_NOT_MATCHED",
Zoho client portal "name already taken"
While attempting to create a Zoho books account and to start off the 2-week trial. I was sent to a "let's get started page" where I am to enter my organizational details. All is fine except that I was given an error that a portal with our organization's
Fetch All Records From A Module In Zoho CRM Without Limits (1, 200).
Connection Scope: Scope = ZohoSearch.securesearch.READ (and) ZohoCRM.modules.{module_name}.READ Pass Module's API Name As Function's Argument. ///////////////////////////////// Counting how many page of records exist in a module (Per Page 200 is limit)
What's New in Zoho Books - April 2022
Hello, We hope all of you, and your loved ones are doing well. At Zoho Books, we try to make your accounting experience better with the latest features and updates that we add. Here's a quick look at what's new in April: Item Barcode Scanning Initially
Layout and Field Permissions are not working.
I've set one of my Layouts to only be viewable by "Administrator" profile, but all profiles are able to access that Layout. I've also changed the setting on certain fields to "Don't Show" for certain profiles, but they still show up for those profiles.
Zoho One Apps - einheitliche Oberfläche, Design, Schriftart, Schriftgröße
ONE sollte one sein, also alle Zoho one Apps eine einheitliche Oberfläche, Design, Schriftart, Schriftgröße intern sowie extern. Das sollte ein Manager vorgeben und alle Zoho-Teams müssten sich daran orientieren. In CRM sieht die Oberfläche anders aus
How to configure Django.settings
Hi. For someone who uses django framework, how can I configure the settings.py to send email with the Zoho? Thanks. Cleo Batista
Notes won’t sync and app is frozen
I just got a new iPhone 13. When I log into Notebook, I can’t get my notes to sync. The app sits there frozen for hours with no change and without loading. I need help because very important work information is in the app and none of it will load.
Feature Request: Web page title in email subject
Is it possible to add the web page title to the subject of an email when the zoho mail app is chosen as the share with app option in iOS? Right now it only adds the web page address/link in the email body. The Apple Mail app does both the link in the
New mailbox or user in my account
I cannot find the OTP message sent - confirming new email to new email address just added to my account: Please help Jane Merrow
Cannot use ticket age in hours for scheduled report
Hello, I created a scheduled report in Desk to send a report for tickets over 13 hours old that are not yet assigned to an agent or team. However, the "hours" selection keeps reverting to "days" every time I save the schedule. I do not receive an error
OneDrive for Zoho Projects in Australia
I'm currently using Zoho Projects to run my Architectural Design business and loving all the features however, i would love to be able to link it to my OneDrive which is where i store everything. I know there is a OneDrive plugin on the marketplace however,
Automatically add / create a new milestone every month
Greetings, I hope find all doing well and safe! I have a project used to control recurring services. I need to add / create automatically a new milestone every month. Any idea on how to achieve that? Thanks in advance.
CANVAS en ZOHO Creator
Hola, ¿alguien sabe si está disponible la funcionalidad CANVAS en ZOHO CREATOR? o ¿estará en algún momento?. La verdad es que viendo actuar esta funcionalidad en ZOHO CRM, quedan unas vistas muy chulas....! Gracias
How to Modify the Permission of the Last Name?
Can we remove the Mark As Required from the Last Name as some nationality do not have Last Name or Surname/Family Name.
Can Send Email, but not receive.
I've seen this issue on the forum, but there doesn't seem to be a resolution aside from Zoho staff reviewing the account. I'll try anyway: I've just signed up for the email hosting through Zoho. I already had a domain from GoDaddy. Following the
Date-based Workflow After Date is Updated
Hello! If I have a date-based workflow, and the date is updated after initial trigger, does (or can) the workflow be triggered again? USE CASE: Each piece of equipment has three important dates: Last Maintenance Date: Maintenance Interval in Days: Next
Convert Custom Field
Can I carry over the values in a Custom field in Sales Orders to a Custom field in the Invoice when the Sales Order is converted to an Invoice?
Query Parameters for "Today"
How do I put Query Parameters equals to "Today" for date field in page when we put Open Report as action?
Gantt Chart group by Client or Group
Is there a way to view a Gantt Chart in the REPORTS tab, grouped by something else rather than projects or tasks or milestones?
How can I duplicate a request in zoho?
Is there an option to duplicate a request that I already have in Zoho? If there is I can't find it. This would be extremely helpful when adding requests where most of the information is the same and we just need to change a few details. Would save
Why do some Lookups show up for report filters and not others?
I have two Account Lookups on the Deal object and want to filter a report based on the value in one of them, however that field does not show up in the field drop down when creating the filters. The other Account lookup that I do not need to filter DOES
Display Project Name in the top of the project detail view
No, the project name is only be visible in the sidebar, but when beeing long it is not readable. Would be nice if the project name would also be displayed at the top of the page.
CRM Cases Create Button
Hi I gave a question for CRM Cases. We use the Zoho One and our product supplier uses Sales force. The specification is From CRM create a case If the case needs to be escalated to our supplier id like to be able to forward the case information automatically
"Composite API" - How do I tie responses to the request
In the composite API, I see the ability to batch requests, and tag then with ids ("sub_request_id": 1). In the batch response, I do not see a reference to the sub_request_id. How do I tie a response to the specific request in the case? I see the ability
Header Line in Quote product rows
I believe this is an essential feature that Zoho should provide us, when adding products we want the ability to add titles for our product, in quotes: The Solution/Category Title Product1 Product2..... and then it would show the sub-total of that title
Group "Tasks" & "Events" do not share across Zoho platforms, and properly on Calenders for users?
Our company currently uses Zoho (Creator, Projects, Surveys, Connect, Reports, Mail). In trying give our users a single way to manage their tasks and Calenders, it seems the information across platforms does not flow as one would think. Also assigned tasks are not easily viewable in one place for as single user, who may have been assigned tasks by others, either from within a group context or just by another individual in the organization. In using the tasks and calenders from within the mail
Show the notifications tab in the Projects view
When browsing through the CRM > Projects module, the essential notifications tab does not show. Given the importance of this panel for Projects users, it is definitely needed to achieve a one-place-to-go setup.
Send file from WordPress form to Zoho CRM
Hi, I'm having an issue sending files to Zoho CRM when a user submits form data on my WordPress site. I'm currently using WP Fusion on my WordPress site. When a user submits form data on the frontend, WP Fusion updates the Zoho CRM record successfully
Anyone else having a sorting problem in reporting?
Right now my reports sorting doesn't work - Asc or Desc in the column headers just doesn't do the right thing. It essentially scrambles the whole list of items. Zoho told me to just "make a new report" so I did that and the same problem continues to exist.
Options to re-filter report
Greetings, I hope find all doing well and safe. I have a report that list All Customers. There is a field "status" with values Active or Inactive. The report is filtered to load only with Active status. I would like to get an option to the user see the
Books Price Lists API
Hi, I notice that in the API documentation the Price Lists API is noticeably missing and sure enough if you try to reach the api at /pricelists/ it fails with 404. Why is this not available. I mean, it's not very useful to be able to get items but not
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