Zoho Connect has frequent DNS issues - Zoho Connect goes offline
At least once a week Zoho Connect will go offline. I'll be in the midst of working on a Task and suddenly the website will stop working. I'll refresh and be greeted with this error message: This site can’t be reached Check if there is a typo in connect.websitesforanything.com.
Zoho Payroll Assistance Downloading Multiple Payslips
My HR Executive is looking for an option to download multiple payslips from an employee view page. As of now I guess the option is to click View in each month and then export. Is there a way the backend can help assist to save time?
Option to download all pay slips from Zoho Payroll for a person after account disabled
After a person has exited employment or their employment status is changed from FTE (Full Time Employment) to Remote Consultant as a policy we had the Payroll access to the person disabled. However now if we need to retrieve all the payslips from inception
【7/14(木)14:00〜】Zoho ワークアウト（旧オンラインもくもく会）開催！ ユーザー同士で交流をしながら、設定やカスタマイズを進めませんか？
お世話になっております。コミュニティチームです。7月開催のイベントについてお知らせします。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウト（旧オンラインもくもく会）の開催について ‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥ 2021年8月より定期開催しておりました「Zoho サービス オンラインもくもく会」ですが、「Zoho ワークアウト」に名称を変更しました。プログラムの内容については変更はなく、これまでと同様に
Moving Tickets and Maintaining Assignment
When a ticket is moved from one department to another it defaults to UnAssigned. Is it possible to maintain the ticket assignment when moving tickets between departments when the agent is assigned both departments?
Extend Field Update for date fields to include months
Currently you can only add plus 99 days. It would be nice if this included a months field so you could do a due date of 3 months or 6 months out.
Bulk action / mass update desk ticket time entries
Hello, we need to update a high number (~ 2000) of time entries on a specific date (on the first day of every month). To be more presice: Time entries contain a custom field (bool) and all time entries which have the value "true" need to be changed. How
Shopify Integration - Shipping Costs
Does anyone else have an issue with how Zoho Inventory (and therefore, Books and Analytics) are handling shipping costs? Specifically if the order originated in Shopify. I see orders come into Inventory from Shopify and sometimes shipping is an item,
invalid data provided when creating a new vendor credit
Hi. Today I received an "invalid data provided" message while I was trying to create a new Vendor Credit. It is the first time I receive this message with a vendor credit. I am sure that I am entering the correct information but because of this message
Creating Purchase Orders and Closing Sales Orders via Make.com
Does anyone use Make.com with Zoho? I'm trying to achieve two things. I want to create a purchase order via the API, but it seems that there's no Make.com module for purchase orders. And when I try to use the 'Make an API call' module, I'm being given
Presenter not starting the call on time
all 15 memebers waiting for the demo & ZOHO presenter not showing up for the demo
Export and update Data from Zoho Inventory to Excel
My company sells furnitures and I am looking for a WMS because we don't have one yet. On Zohoo Inventory, can we export data to Google spreadsheets and this last one being updated automatically ? In other words, can the stock be updated automatically
Syncing ean field in zoho inventory.
Hi, I have active integration of Zoho inventory and Zoho CRM and need to sync ean field from inventory with one custom field in CRM. However I can't find ean field in mapping fields.
Transfer Order (TO) & DC Creation For Stock Transfer
Hi All, We are using accounting method for inventory measurement. Currently whenever we have stock movement from one warehouse to another we have to prepare Transfer Order. Now the concern is, we have to parallely prepare the DC as well, as TO doesnt
On Error Actions - Great Addition!
Not sure if others have noticed this in their Flows yet (or maybe I'm the slow one), but it looks like you can now put actions right in your Flow for error handling: This is a great addition from a functional standpoint. Love it! My only feedback is that
Parent/child deals
I have run into scenarios where I might have follow-on deal to an existing sold deal and I would like to be able to consolidate them deals similar to how you can associate parent child accounts. Is there a good way to do this activity? I know you can
If I want to schedule data into Analytics from Workdrive, do I need to keep the file the same?
I'm trying to draw in data from my Workdrive from a file that is updated once a day. However the file is larger than 10MB so the only way I can see to update the file is to delete the old file and replace it with a new one in the same place, with the
Get invoice's custom fields
Getting invoice with certain invoice_id, shows custom fields. If I want to get invoice by other fields, custom fields array is empty. Any solution?
Change url / name of SalesIQ
Hi all, I would like to change the name of the SalesIQ link, which is now incorrect, but unable to find if and where I am able to change this. Any help? For your understanding, I mean the name in the url when going to salesIQ from zoho one. http://salesiq.zoho.eu/URL/liveview for
Replies from contacts in CC are created as new cases in ZohoDesk
We have escalated an issue where the replies to the cases from the contacts in “CC” are getting created as separate cases in ZohoDesk . It has initially started with one department and was later noticed across multiple departments. We are not happy with
stock issues
i have some issues with stocks. i put opening stock 40, but it shows me stock on hand 70. can you please help me out.
Checkbox Field - Candidate Application Form
Hi, How can we add the above as another field in the candidate application form? Candidate might be required to make declaration using this field regarding the information they provide, that is the info are true and understand the consequence should it
Several questions about System Fields intended purpose and how to configure
1. When setting up a new Contract Type one of the first options is to select Party A and Party B. If I select My Organization for Party A, then Party B is immediately and automatically changed to Counterparty and vice versa. Based on this behavior is
Sending scheduled reports multiple times a day
We are sending scheduled reports of tables. However, I can only send the report once a day if I choose the daily option. Since the data changes during the say, I want to send the report twice a day. Is that possible?
je cherche a changer le couriel associer a mon compte
salut a vous tous je cherche a changer le couriel associer a mon compte
Can I access shared External Links with API?
I have external links for each of my clients, and I want to notify them through my app when I uploaded new files. Is this possible? My external links asks for 1) password, and 2) email address
CRM Canvas: snap to grid?
Very simple question: is there a snap to grid option in the CRM Canvas design interface that I haven't discovered? If it doesn't exist, is Zoho planning to add such an option? I'm sure it would end a lot of aligning difficulties. For people who've never
Is there any API/option for workdrive upload status?
Dear Zoho Support Team, We are trying to get status notification after uploading files to workdrive on daily basis. We need it because we want to make it sure whether the upload is completed or not. Please help us by providing support or direction on
Focus Group webinar - Revamped reports in Zoho CRM
Any sales-based organization invests heavily in sales, which obviously translates to better revenue and overall growth. But how do we track how deals progress, or estimate how they will progress, or even how they performed? Blindly investing resources
Can I pre-fill form fields based on existing records?
I want to send an email to customers with a personalized link to a zoho form, which already contains existing data of this specific record. we're talking about closed loop marketing. my intention is, that customers can update their profiles based on their existing record. They only have to fill in the empty fields. Existing fields are pre-filled. thx qris
How do I reference/interact with data in a linked sheet
Hello, I've linked another Zoho worksheet to my project by using the Data > Link Spreadsheet function. The sheet appears to have been successfully linked, but I have no idea how to reference or interact with the data. I've tried unsuccessfully using the
wordpress - blog integration
HI, Any idea if and when wordpress integration would happen? Thanks
Is there any way to get openapi/swagger specs for ZohoCRM REST API?
I'm working on project written in language (golang) which is not among supported languages. Since REST API is basically set of CRUD operations it'd be really great to have openapi/swagger specs to be able to generate at least basic client. Is there
Zoho keeps blocking email of our employee
Good day, We have reported this numerous times. We experienced this again today. Zoho keeps blocking one of our employees who is always travelling. Zoho keeps detecting it as a suspicious login, for the nth time please take action. We do not want to
Can someone help me get a time tracking per agent per day report?
I'm trying to figure out agent productivity. In other words, if an agent is working for 8 hours a day how many of those are spent actively working on any and all tickets?
Error syncing data with Zoho Desk
Hello I am getting data synchronization error and I get the following error message. Currently the owner of Zoho analytics is the same as Zoho Desk and we are still having this issue. I need a quick fix as the issue directly affects the metrics we track.
Function Inputs in Report Filter
Is it possible to pass a field into a function in a report filter? I have a use case where employees are broken out into different branches based on geographical region, however there are certain regional managers that reside over multiple branches. I'd
Refine lookup records easily with advanced filter options in CRM
Dear All, In simple terms, a lookup field helps associate records across different modules. We've brought a couple of enhancements to the traditional lookup pop-up to make it easier for users to filter records as needed. What are the enhancements?
Let clients plan online meeting
Hi all, I'm wondering what the best solution is to have a planning system where clients can book an appointment (online) and where that booked appointment is visible in crm. Also need notifications when clients don't book within a certain time periode.
Add products from an estimate in books to the potential products related list in CRM throw a Flow
We have our items, accounts & contacts syncronised between Books and CRM. The question is, when creating or updating a new estimate om books throw Zoho Finance, how to add the items of the estimate to the zoho CRM products related list on the potentials
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