Third Party Application Access
Every day I get about 3-5 emails notifying me that some device has logged into my account from a third party IMAP client. The locations are registered all around the united states in very random locations. I try removing all the devices manually, but
SaaS advanced payment accounting
I have seen this asked multiple times in forums on Zoho and never answered. I have a SaaS company and charge for my services annually in advance. I invoice for the full year ahead of offering service. The system won't let me choose unearned revenue for my account, only a revenue account. Right now the only way I can see how to do this is through manual entries, which will not work well in a high volume environment. I would appreciate some help. Thank you
Reminder even after Due date
It's noted that the reminder does not happen after the Due date is crossed even though the task is not completed yet.. I think it's essential that the reminder still works & it shows as "overdue" Kindly activate this feature urgently else essential tasks would get missed. Await your actions. Thanks, Deepak
Job Openings
Is there a way to only show open positions in job openings at the top and not all jobs (such as ones filled). It would be good to be able to see open positions first and other positions after that (without having to delete the closed job). The only sort
New enhancements in the latest version of the Zoho Projects iOS mobile app.
Hello All, In the latest version of the Zoho Projects iOS app (v3.5.6), we have brought in support for the below enhancements. Users can now mention the portal users in the description of Projects, Tasks, Bugs and Forums. We have enabled drag and drop
Zoho Flow Not Triggering as Expected // Support Unresponsive
Hello, I've set up a flow that's supposed to trigger based on tagging an email within Zoho Mail. The flow works fine in Test and Debug mode, however, it does not get triggered when someone tags an email. This seems to be a common theme given what I'm
Urgent!! Zoho Flow Latency Issue
What is the extreme latency issue that Zoho Flow is experiencing today? Records have been queued for over 30 minutes. What time will this be resolved today?
Sorry, you seem to have submitted this form too many times.
Hello, getting this error but have the basic subscription. Any ideas?
Can't open zoho-mail-desktop-installer-v1.0.17.pkg
Hi, I wanted to install Desktop Lite on my Mac (currently with macOS Catalina). I downloaded zoho-mail-desktop-installer-v1.0.17.pkg but I can't open it. My mac informed me that it cant check whether this file contains malicious software and suggest it should be upgraded and I should contact developer. Can You suggest me what should I do? Best K.
best solution for email hosting (one email account only)
Hi i am freelancer web developer (and Linux sysadmin) i get domain for me for business use (by my name unlike other domains i have) i already have email server for installed in my server but here the question: Is hosting the mail server on google or outlook
Time Tracker Reports
When large numbers of jobs & people are applied in a report, the graphs become unreadable. It would be nice if there was some level of scaling available.
Zoho Flow: Trello > Zoho CRM - Entry Id*
Hallo, thanks to Zoho Flow I created a flow bethween Trello and Zoho CRM. Now I need to create a flow which update my record in a custom module when a Trello card is moved. My problem is related to the field Entry Id* If I fill it with the record ID it runs perfectly, but I need this flow works for every record of my custom module. How can I fill the field Entry Id* to make the flow work with all records...???? Please check attached files... Carlo Carniel
Query Assistance
I am trying to do the following within a query but am getting a bit stuck, can you help me please? I want to round these 2 datapoints below to the nearest 15 minute interval from Leads (ZOHO CRM) and Deals (ZOHO CRM) Leads.”Created Time” Deals.”Created
The lookup column dropdown menu is a major pain point
This is in the screen called 'Change to Lookup Column'. To get to this screen, go to any table, right-click on a column, click on 'Change to Lookup Column'. There is a dropdown menu under the header 'Column to Lookup'. See screenshot below. Try doing
Zoho Analytics is rated as an overall leader in Dresner's latest survey
Dresner Advisory Services is an independent industry resource which provides an alternative perspective on information management, business intelligence, analytics, performance management and related markets through the objective, non-sponsored and crowd-sourced
Set Quote Expiration date to be 30 days from create date
I would like to setup the Valid Till field for quotes to be 30 days from quote created date or the date entered manually. Is this possible with tools available in CRM?
How to share Workbook with External user, but prohibit "Unhide" sheet
I need to programmatically create an External share link, which allows a user to enter data in cell(s) but not unhide hidden sheets. I was hoping that role_id 33 (View and Share) would do this but it's not working that way. Are the structural permissions
SSO using keycloak not working
HI I used this link: https://help.zoho.com/portal/en/kb/desk/for-administrators/user-access-and-security/articles/setting-up-saml-single-signon-for-help-center#Keycloak_IDP In my application, I and using keycloak as the identity provider, and I want to
Missing backup data for the entire month of April.
My biggest app is missing backup data for the month of April. I have had a weekly backup scheduled since inception. I went back to look through some historic data and learned that all of my backup data is missing for the month of April. Has this happened
Custom unsubscribe action: deactivate custom field
We are currently implementing ZOHO campaign for a client with the following scenario: - Users are synced from ZOHO CRM to Campaigns twice a day and added to mailing list - Users from ZOHO CRM carry custom fields "Newsletter" and "Auto Responder" depending if they signed up for one of the two options - The custom fields are used to divide 1 list into 2 segments - 1 segment is for a regular newsletter - 1 segment is an auto responder based on a custom date field Our objective is: - users should be
How do I delete child records in Deluge?
I'm trying to use the sample code at https://www.zoho.com/deluge/help/data-access/delete-records.html to delete child records when the parent is deleted. The parent module is System_Summary and the child module is System_Summary. Here is my code: subforms_ids
Custom field in Potentials not showing up in Zoho Sheet View
Hi, I hope to explain myself properly. I have created a Custom view for my potentials to only show me: Potential Name, Amount, Type, Contact Name, Campaigns... (see attachment "potential-display") Contact Name and Campaign are Custom Lookup fields that I have created under the potential Customization Fields/Layouts Now when I press the "Zoho Sheet view" or "Print Mailing Labels" the "contact name" does not show (see attachments "zoho-sheet-view" and "print-mailing-labels") On the other hand if I
Archive projects on Zoho Project
Hello, is there a way to archive projects in Zoho Projects? Thank you
What's New—May 2022
Dear Backstage users, At Backstage, we believe it's the small things that make the big picture, and this month's been about just that. Our existing features have undergone a few updates and enhancements, and we hope you can see the difference in how
Please Fix Error Message Locators for 'IF' statements
As you can see from my screenshot attached, the error message says there is an "Error at line number: 1". This is incorrect. The error ACTUALLY exists on line 82. I've noticed this miscommunication often occurs when there are 'IF' statements involved. Whenever
Send a notification when moving a ticket between departments
How do I create a rule to send a notification to the ticket author when the ticket is moved from one department to another?
Configure SAML Single Logout for Zoho Desk - Help center
Hello , we configure the SAML authentification sucessfully for Zoho Desk helfcenter and everything is working fine . But as soon the user try to logout , there is an error from our identity provider (Bad request - No Saml request send). we have severals
Zoho Creator Roadshow 2022 | We're coming to a city near you!
Hi everyone, Hope everybody's having a great week! We're excited to announce the launch of our Global Roadshow 2022 in 13 cities around the world and we'd love for you to be part of it! Whether you're a long-time customer looking to explore the
Tip #28: Pin the top row of a table as a header
Hello! When you're viewing and analyzing data in tables, it can be challenging to remember which data each column contains or represents. This is especially true when your table takes up multiple pages. You have to scroll to the top of the table every
Milestones - How to Complete
We need to understand how to complete our milestones when all tasks within the Milestone are completed. When I pull up the Milestonre the only two choices I have are Move and Delete when I click the check box next to my Milestones. Please advise so we can better track the closing rate of our Milestones. Kurt
Restrict Previous Date Calendar Booking
Hi All. I am facing diffculty in implementing the functionality. When User click on Previous Date on calendar , System should Alert "Booking Not Allowed in Previous Dates" and system should not open Booking form for previous dates. Same functionality
Need help with Deluge syntax for invoice item_custom_fields
I need to set the value of an Invoice item_custom_fields The api_name is "cf_logo" and the value is from a custom picklist. 1. How can I get a list of all the "selected_option_id" values for the custom field "cf_logo"? 2. What is the complete PUT syntax
Report on Event Participants
Hi all, How do I report on event participants? Our events are actual training courses which are chargeable so it would be good to have this level of detail in reports. We currently get around this by not using the Participants field, instead we use a custom text field....YUK!
Please, advise me the best way to show salary in accordance with requirement of my manager.
I use Zoho Books from 6 of October, so I'm a begginer The problem is that my manager wants me to show salary through Bills or Expenses or Recurring Expenses. He also wants those wage costs (approximate amount) were seen in the report, even if it hasn't been paid. And then, when the wages will be paid to staff, just to adjust the amount (sick-list, vacation bonus etc). Do you have an ideas to do it in the best way? Thanks!
After Hours and Weekends Responder
I recently had to set regular work hours of 8:30am-5pm Mon-Fri and off weekends due to mental health / suicide issues. While I have communicated my work hours to my clients and released the ones who weren't on board with them - I could still use an after
Associating Multiple Tickets To A Forum Post
Hi, everyone! Thank you all, heartily, for posting feature and enhancement requests across all modules on the community forums. We are grateful for your synergy, support, and suggestions right from the get-go. After much deliberation, we have decided
Zoho workdrive app is hanging
i cant access both Zoho workrdive and zoho docs apps, they hang after installing them i cant put my email and password to login
Co-working
Hi. How to add my managers to this crm and work together???
To disable a client from adding task
We would like to add clients to our projects, however we would like to disable them from adding task. How can i do this? Regards
Conditional Layout - Add Buttons, Link, and Related List
Is it possible to control the visibility of link buttons and related lists with conditional layout rules? I'd like to make certain buttons, links, and related lists visible depending on field values and layout options. My users like the ease of use of the buttons, however, I am having issues with them activating the wrong button at the wrong time. If i could hide the button/link until it is ready to be used, I believe it can solve this issue.
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