Tips and Tricks #59: Share your presentations directly from the listing screen in your Show app for iOS
Hello everyone! We have enhanced the Zoho Show app for iOS to help you seamlessly create, collaborate, and deliver your slide shows. While the iOS app already made it easy to design decks on the go, it now simplifies the process of sharing your presentations.
Comment suivre des stocks depuis Zoho Inventory
Les stocks changent constamment, du fait des ventes quotidiennes, des retours, des nouvelles réceptions et des dommages, ce qui a un impact direct sur les niveaux de stock. S'il s'agit d'une tâche intimidante que de garder un suivi en temps réel, c'est
Data Migration in Recruit isnt working
During the migration process from another Zoho account (different company), I can correctly map all files, candidates, attachments, experience and educational details. But when confirming it I always get an error in the mapping of the candidate module:
Search tickets by thread conversation content in Zoho Desk
Hey there, I just tried to search a ticket and was not able to find the ticket by a text snipped from the email conversation in the ticket. Advanced search also has no option to search in email bodies or conversations. Is this really not possible? Thanks!
Entering a Cash Sale name and address without changing the customer record.
We've recently moved from Reckon. We have a large number of online cash sales and don't want to set up a separate account for each. In Reckon we had a Cash Sale customer and entered the name and address with each order and invoice without saving it to
What's New in Zoho Inventory - December 2020
With the year-end closing in on us, we hope to spread the holiday cheer with some exciting updates to Zoho Inventory. Read on to learn what's new this December. Reconcile Physical Stock for Standalone Invoices & Bills When you create a standalone invoice
Recovering a disabled layout
I accidentally disabled a custom layout. I tried to recreate the layout but get the error message that one with that name already exists. How do I recover the original layout.
Is there a way to automatically create support tickets on a recurring basis?
I have a list of tasks I'd like to make sure my team gets done on a daily basis and get credit for the work. I'd like to automatically create a ticket every day (per task) but can't seem to figure a way to do this. Any advice is appreciated.
Submit Zoho Sign Request
Hello, I am working on a creator app that triggers a workflow that gets a file and creates a document in Zoho Sign. Using that result, It adds recipient and fields and submits the request to send the document for signing. The first part works fine, I
Counts not show in All Views but present in Starred Views
Hi ZohoDesk, It would be great if the counts shown in Starred Views showed in All Views please? Regards Rich
I can't see my cards from Books in my Expense! Only Cash and Banks.
Greetings, I hope find all doing well and safe! We have Books and Expense. In Books, we have Cash, Banks and Cards. Books versus Expense integration is activated. When adding a new expense on Expense, we can see Cash and Banks, but not our Cards added
Font size on email body
Is it possible to change the font size in the body of the emails? I need that the sources are generally larger.
Unread mail after sent it
After I sent a mail I get this mail marked as unread on the sent mails folder. How is this happening? I'm using Mail app from MacOS Sierra Thanks
All Inbox emails are marked as read automatically
Dear whom it may concern, My inbox has not been shown unread emails recently and the emails were marked read. Other sub folders are totally fine. I also checked these things and still not found out what the reason is: Filter: No filter Switch to Zoho
Aliases from Various Domains vs Separate Accounts
So I have many domain names/websites, some with email accounts, some without, and some with multiple. I have been trying to find a solution so that I can have them all in one web-based app as I like to tinker and mess around with OSes and don't feel like
Getting error "Unable to connect to your account. Please Click here for more info ."
Hey guys, I've been trying to migrate my Gmail to Zoho via IMAP but I keep getting this error... The "click here" sends me to this page and I have done everything that's there to try and troubleshoot this thing but I keep getting the same error... Any
Some of my old emails can only be seen from "All Mails" box.
Hi. I just noticed all of my mails dated before April 2022 and after November 2021 are not present in my inbox but can only be seen from the "All mails" window. Is there an option to make those mails available in my Inbox? Thanks.
Help with Dashboards
*New to the creator Im trying to display weekly productivity numbers in the dashboard per region. My Form fields: #hours (billable hours) Available hours ( number of available hours per employee per week) Productivity (formula field) #hours/available
Onboarding CRM custom module WF with email WF or Zoho Campaign -How to choose
Hi In our case, certain stages of the WF of the personalized module of the CRM depend on the reactions of the recipients to the emails received. These reactions trigger value changes in the processing fields of the WF of the main module. With mail WFs
Invitee screen changes to tiled when control is shared
It is important that the process for the invitee is very simple. The problem we have happens if, after sharing the screen, we then give the customer/invitee control. Sharing control works. The problem is that at the moment we toggle to give the invitee
Add Attendee / Add to Invite Without Editing Entire Meeting w/Notification
Can you adjust the feature of the invite/add attendees in Zoho Meetings to where you can just add someone without having to Edit the entire meeting? When ever you have to add someone after the initial invite is sent, it edits the meeting which in turn
Add country prefix in cellphone numbers
Hi, I need to add +34 country prefix in all the records in my CRM that are cellphones, so I need to create a workflow rule with a function that works like: If cellphone does not start with 0034 OR If cellphone does not start with +34 AND cellphone starts
Filter Items to Show in Sales Order Item selection
Hi there, I have different types of Items in my inventory. Some item is not for sale. So, I don't want to show them in the item selection list of Sales Order page. Whenever I create a sales order, in the section of the "Select Item field" all created
Bug: Zoho CRM "Create Module Entry" for Cases does not seem to work
I'm trying to create a Case in the CRM via flow. I've set all my fields manually but when I test I get the same error "Required Field not Found, check input for Status" But my Status field is already set. Hopefully I'm not missing something obvious!
Email sent from Zoho land in Spam folder
Hi, I have configured the TXT record on my DNS settings as below but emails sent from Zoho inventory always land in my customers' spam folder which is causing us a huge problem: v=spf1 include:zoho.com include:_spf.google.com include:spf.sendinblue.com
Add PO# to Invoices and Custom Fields to Invoices & Estimates
I am at the end of my ability to continue using Zoho Books without this fix. The invoices and estimates when viewed by a client in mobile version are missing the PO and any custom fields. I cannot control what device clients use to view an invoice or
Reports needs changes (Fine tuning) Branches Introduced but reports by Branches not available.
Dear Support, Report in Zoho Inventory need some fine tuning. For example a) Warehouse report doesn't allow us to select report by Warehouse. b) Committed Stock Report doesn't give us option to club all the quantity by Item code. e.g. If I want to
Make CRM Notes have Permission levels of visbility
I would like to see NOTES have permission levels -- starting with Visibility restrictions. For example, let's say a purchaser is the Vendor Owner of say MicroSoft. He has contacts he can see and data he can see. But there is a person with higher profile: a Product Manager or Executive Level and she has a meeting with people at that Vendor. If she adds contacts to the vendor with herself as contact owner, the purchaser can't see them. But if she adds Notes from her meeting with MicroSoft, that
Note Permissions
Is it possible to assign permissions to notes? So that users cannot delete or edit them?
Backup des données Zoho One
Bonjour la communauté, Un clients me demande si il peut disposer d'un backup automatique de ses données sur un de ses serveurs ? J'ai jamais vu ce genre de fonctionnalité dans Zoho (hormis les backup à la demande dans chaque app). Des idées ? Merci.
Forms to Subscriptions
We've created a ZForm that is a member application form which includes selecting a membership plan (multiple pricing tiers). We are trying to use ZFlow to integrate into ZSubscriptions but are having issues with getting the subscriptions to flow. We
Bigin App - Files from Workdrive
Hello there, I have recently noticed that a new feature has been added to Bigin while on desktop allowing us to now add files to our contacts or events directly from Zoho Workdrive, which is great. However I have now realised that any files that I attach
Turn off feed notifications for file uploads?
Every time I upload a file in Connect, it posts a notification to the company wall. Is there a way to turn this off? The files are never interesting, but everyone feels compelled to look at them and then ask me why I wanted them to look at a video of
Bigin Mobile app is now HIPAA compliant.
Hello All, In the latest version ( v1.4.15) of the Bigin Android mobile app and in Bigin iOS app(v1.4.10) , you can secure and restrict individual's health information and stay compliant with HIPAA. Now both Bigin Android app and iOS app support the
Introducing the Free E-invoice QR Reader for Saudi Arabia (KSA)
Hello customer, As most of you know, the Zakat, Tax and Customs Authority (ZATCA) in the KSA had mandated businesses to adopt e-invoicing starting 4 December 2021. Using Zoho Books, businesses were able to stay compliant with these regulations and have
Hide ticket status after event
Hi, we have created the status "Waiting for customer registration", that sets the ticket on hold. If the registration process is completed the ticket switches to "Open - under analysis". The problem know is, that it can happen, that the customer himself
Insert module fields to xml-file and uplod to e.g. ftp
Hi, pls advise: How can I insert - e.g. using a workflow - certain fields (name, email etc.) of a custom module entry to a pre-formatted xml-file and upload it e.g. via ftp (or - if ftp isn't possible - send it to an integration that supports ftp upload)
Desktop App keeps freezing
As of this morning, the ZohoMail Windows app keeps freezing up. Shutting it down and re-opening it doesn't help, and I have to restart my computer in order to get it working again - only to have to freeze up again a short while later! I've been using
Users not moving through workflow
Hi there, I have an issue with my automation workflow that whenever I subscribe to that list, the workflow starts but the first message doesn't get sent to the user. It immediately flags as "missed". What am I doing wrong?
About zoho.cliq.postToChannel function
Hello! I have a question about using zoho.cliq.postToChannel function in CRM. Is it possible to re-notify a message notified by another bot with a reply? The message notified by another bot has a button and a function. The content I want to execute is
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