Invoice Item and Description Field In Zoho Reports
In Zoho books, we populate item & description fields for our invoices. See screen shot attached. We do not use invoice items, we simply write in the details of the products (we make custom products). In Zoho reports, it doesn't appear that this information is available. Ideally, these would be available as columns within the Invoice Item table. Right now "item name" exists, but it is only populated if it is linked to an invoice item. I'd love to know where these values are made available in Zoho
Enhance your CX using Zia's Next Best Experience
Dear Customers, Greetings! We are excited to present a new feature as part of Zia - Zia Next Best Experience, an intuitive tool that identifies the right means of communication and prompts you to take timely actions. Let's get into the details!
coupon not applying to subscription price & more difficulties
We have created a 50% discount coupon but it's not getting applied to the subscription price. Also, we notice that though we select the USD pricelist initially system shows the price as $<INR Price> and after a few backs and forths USD price is shown.
Add button/link to schedule Follow-up Call after Call Completed
Task have this option already. Complete a Task and immediately, the user sees a link to create another follow-up Task. I recommend a similar feature be offered for Calls.
zoho mail ip addresses
hi, I want to send mail to some companies. they ask from us to give them our mail server ip addresses to white list in their firewall rules. what is zoho ip addresses? now we get this error when sending emails: ErrorCode: 421 Diagnostic-Code: Host not
API name of a field
How can I find out what's the API name of a field and how can I change it? And also how/where do we control if field is available through API? I created a custom field that seems to be not available even though it used to be?
Zoho CRM APIs: The Ultimate Guide
Zoho CRM offers API (Application Programming Interface) that allows you to integrate CRM with third-party applications such as accounting, e-commerce, self-service portals, etc. At the time when you work with the Zoho CRM API, you must ensure that you
What's New in Zoho Books - May 2022
Hello everyone! We've kickstarted this quarter with a range of new updates that would enhance your overall Zoho Books experience. Here's the list of updates we released over the past month: Generate QR Codes for Your Credit Notes When you send credit
ID error when trying to post a new Order from Shopify via Zapier
We're trying to set up a basic integration between Shopify and Zoho CRM so that when a new paid order comes in on our Shopify site, it posts a new Sals Order into our Zoho CRM account, using Zapier. We've set up the field mapping, but when we try a test,
Anyone else missing Zoho One app switcher?
Anyone else missing the app switcher in the CRM platform? It's available in the other products (recruit, campaign, etc) just not CRM. I am pretty sure it was there yesterday. Maybe a bug, maybe not?
Warning [400] Bad Request: POST https://analytics.zoho.com/connwebhook?ZOHO_ACTION=WOOCOMMERCENOTIFY&CONNDBINFOID=
hello i am trying to integrate my woocommerce store to zoho analytics. for months now every time i tried, we are gettings thosands of: Warning [400] Bad Request: POST https://analytics.zoho.com/connwebhook?ZOHO_ACTION=WOOCOMMERCENOTIFY&CONNDBINFOID=XXXXXXXXXXXXXXXXXX
E- mail do instagram
Olá! Preciso de ajuda. Minha conta no aplicativo Instagram foi cadastrada pelo e-mail contato@sosveg.com.br. Meu instagram está temporariamente bloqueado por segurança, pedindo que eu confirme minha identidade através de um código de 6 dígitos que será
When will you ad TicTok?
It's becoming an important platform.
How to embed the same chart multiple times in a dashboard but with different filters
I have 6 machines... and a chart that shows multiple temperatures for each. I want a dashboard that shows the same chart 6 times, once for each machine. Seems like the only way is to create 6 copies of the same chart with a hard-coded filter in each.
How to import a value to clear field's value
I need to clear a fields value. Sine there are 100's of items, the import option makes sense. I am trying to import items to update with a blank value. (Specifically the description). But whatever I try to clear the field value doesn't work. (I know this
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Many zoho analytics users are on google analytics for our web sites and now internal applications. We learned that Zoho analytics has not updated their api for Google Analytics V4. Its so much more powerful and we need the Zoho analytics team to upgrade
New Feature in Zoho Sites - SSL Hosting
SSL (Secure Sockets Layer) certificates are an integral part of website security, they encrypt data exchanged between the server and the website visitor. The major benefits of enabling SSL in a website are: 1. Customer information like name, address, contact number etc., are encrypted and cannot be intercepted. 2. Customers are more likely to trust and input data in websites that use HTTPS. 3. Encrypted connections (https) is now a major criteria in Google's search ranking algorithms. Zoho Sites
Send mail to every e mail address in a subform with the respective information.
Hello, I am creating a form in order to report happenings in a company. The main form is to collect data from the person who reports the happenings and the case. There is a subform too, in which the person who reports should describe al the different happenings he found for that case and who is reponsible for it and his/her email address. I would like to send email notifications to every email address in the subform with the respective information. How can I do this?
Is there a way to alter / add Ticket Charge Types
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Recurring Bill/Fee to Customer on Invoice
I am trying to setup a recurring bill to my customers that I invoice every month. How do I do this? Meaning every month I charge my customers a bill/fee for computer backup of $50. How to I create a recurring bill/expense without having to manually add
My emails go to spam hotmail accounts
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Gmail migration questions: labels to Zoho tags
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Report based on subform entries
Can anyone help me with how to create a report which shows data from a subform please, which I can export to a spreadsheet? When I do it, it only shows that there is a subform rather than the data within it. Thanks.
Search for nested value
Please refer to the following: It is part of the Object received when I get a record from the "Contacts"-module. "Modified_By": { "name": "Admin", "id": "5197XXXXXXX0353001", "email": "testmail@email.com" } My question is: How can I do a DELUGE search
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As a user of Zoho Campaigns, you've probably seen the ecommerce module inside the product. Understanding that email marketing and ecommerce go hand-in-hand, we wanted to make Zoho Campaigns more effective for ecommerce email marketers. That's why a lot of ecommerce-centric updates were done in recent times. While our think tank and developers are invested in adding more capabilities, I thought I'd elaborate where Zoho Campaigns stands as a marketing solution for ecommerce email marketers right
all of my emails are not syncing
Since 8 am this morning, I have received ~ 26 emails. However, only 2/26 are showing up in TeamInbox. What do I need to do to fix this problem and have it sync in real time?
Trying to create a ZML snippet to show a forecast of revenue
I am trying to create a ZML snippet to show a forecast of revenue based on a count of records from a form from a different app. The app name: latxoperationslivedispatch The form name: Today_s_Truck_Assignment Date and Time: MMM dd.yyyy /12-Hour These
Ticket reference not working from different senders / internal tool
Hi, we try to do the following: Whenever a customer gets a new licence, our sales department sends a email to support with the licence details. This opens a new ticket. After everything is set up we send out an email with an internal tool, that uses an
Tags in der mobilen App Anzeigen und Bearbeiten
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Create Project Task Via Email
I'd like the ability (mostly to offer my clients) to create a task in a project via email. I don't believe this is possible? If not, is it on the roadmap?
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Set up a new POP client for an email acocunt. It only downloaded a few messages from the inbox. It APPEARS, not exactly sure that it is only downloading messages that have not been read on the web interface. Is that true? How do I change it, or how
Custom field fetch in items fails
Hey Zoho Community, I've created a custom module in Zoho books which is called "Storage Bins". I'm looking up this custom module in ITEMS under the label "Bin Number" In a custom function I want to fetch the value (Which I assume is the ID of the object
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every time we open a project we have the three zoho project administrator and the zoho project add as default in the project user list. It will be a good function if according to the group name of the project we could se a default se of users. I do
Enable Mass SMS for any Custom Module
Connect with your customers around the world using RingCentral SMS for Zoho CRM. Instantly send SMS messages using both Templated and customized SMS. Write workflows with webhooks to send automated SMS messages to clients. Get notified in Zoho CRM when
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Hello guys ! With the help of this great community I was able to pull some data from CRM "Contacts" into my Creator Form. As you can see below, it's working like a charm but I now need help to be able to fetch only the name of the owner (my "commercial"
[Blog] Powering order-management for online sellers with Analytics
Quarantines and lockdowns around the world have driven an unprecedented number of consumers to ecommerce for buying goods. Though this mass digital exodus appears to be a boon for online sales, experts have predicted a deceleration in the industry’s growth.
Zoho integration with Cisco UCCX
Hi , can we integrate Cisco UCCX with zoho ? do we require any connector for that as well ? Thanks Mansoor
Email Rejection by Cloudmark
Hi, I have received the following message: mx3.tb.ukmail.iss.as9143.net bizsmtp Connection rejected. Your IP 135.84.80.237 is in RBL. Please see http://csi.cloudmark.com/reset-request/?ip=135.84.80.237 We have had no problems sending to this email address
Easy add of Groups
Hi, I'm wondering if adding candidate Groupsmcan be streamlined. At present it's a lengthy process. Instead, would it be possible to work so when you are choosing a Group, at import checking stage, to have an oiption that lets you "add new group" if there
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Hello I have this email no-reply@findkid.org, but I can't send outgoing email. Can you please help?
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