How can I access balance sheet using ZohoBooks rest API?
In the REST API, I am not seeing any reports category. How can I get balance sheet report using the API? Thanks
Horizontal preview reverts to Vertical preview on page refresh
I can't seem to get Horizontal preview to 'stick'. I have this issue in multiple browsers on multiple computers. Steps to reproduce: Settings > All > Mail > Mail View Options > Select 'Open Message in Horizontal preview' Select message in inbox and Horizontal
Automate zoho grant token generation or code generation, without using self client code directly
I am using this url https://accounts.zoho.in/oauth/v2/auth?scope=ZohoInvoice.invoices.CREATE&client_id=1000.G1NT1HEKCZB7TACFBW7TRD3PX0WHxxX&state=testing&response_type=code&access_type=offline&prompt=ConsentSpain as mentioned in this docs, but this is
Error while connecting to GSTN
Hi Whenever recently I was trying to file my gstr-2B I was trying to fetch the summary I got following error message "There was an error while connecting to GSTN" Kindly help regarding the same Best regards Sharad Agarwal
Repeating or recurring calendar events
Hey Everyone, I have been searching the forums for a couple of weeks now and have not found a definitive answer to this question. I know this question has been asked many times but there never seems to be an actual answer in the thread. I have created an employee schedule for and a calendar report. I have a Start Date and an End Date and the entries show up on the calendar report successfully. BUT, how do we make events/tasks on a calendar repeat or recurring? Example, if I create a schedule for
Form Names not showing / showing in bad places
Hi all, I'm currently experiencing two phenomena I really don't want to. Firstly, when I try to navigate to a module in a separate section that is grouped behind the three dots. When clicking the section however, the extended navigation area appears somewhat
zoho creator on Custom Domain for both Staff and Students
Can you please tell me the process of how I can use the Education management System or any other custom build app in zoho creator on Custom Domain for both Staff and Students? one Question. Is the Zoho Creator flexible to build similar LMS like Zoho
Stacked bar chart - display the % value of the bar segment as a percentage of the bar total.
Hi, I'm trying to figure out if it is possible to create a stacked bar chart where we can display the % value of the bar segment as a percentage of the bar total. Please refer to the attached image "ZA_Stacked_bar" of what i mean. I would like this information
Expense payment mode
Enter expense entry screen has no "Payment mode" ? All expense payments default to the payment mode used in invoice payments, so all expenses entered have no choice but to accept this mode. I've used a custom field for this selection but it should not
Notify Followed List when Community Forum Topic Status Changes
When a user adds a feature request to a forum and follows the topic, the user should be notified by email when the status of the topic changes. For example, a feature may get released on a sprint and I go through and mark the sprint items as released/solved.
Concat with punctuation
I have a formula field on a contact record to Concat: Concat(${Contacts.First Name},${Contacts.Last Name},${Contacts.Account Name}) Is there a way to insert punctuation, like an underscore, between ${Contacts.Last Name} and ${Contacts.Account Name}
sizing your company logo on the email templates
On the default email templates, like sending invoices, my logo appears very small and left justified. I want it larger and centered. How should "%OrgLogo%" be written in the HTML? I really don't know HTML, but am good at copying and pasting.
Issue while inviting users
Hi, I am trying to invite portal users ; but it gives me error . For some of emails it is working ; but for some of emails it is not. emails which are working - priyankamehta12797@gmail.com yibeci8643@runchet.com emails which are not working - mpriyanka@gkblabs.com , k.ganesh@gkblabs.com
CRM and Books Integration - Customer's Paid Balance
Hello, I wonder if anyone can help. I need to access payment info from Books and display it in CRM. The info I need is the amount paid towards a 'Potential' (as it is referred to in Books) or Deal in CRM. Staff using the CRM basically need to know what
Unable to send message; Reason:553 Relaying disallowed. Invalid Domain
Não consigo enviar e-mails, aparece erro 553. O domínio foi renovado recentemente. contato@impactafrio.com.br
When searching All Contacts view I can see record but Administrator cannot.
zcrm_1353144000019982104 I can see this record on All Contacts search but another User cannot find the record. We are both searching on mobile #. We had this non-visibility issue resolved last week, but this now sounds similiar issue. Please advise. Thanks.
How to void check from a previous period
Hi, my client printed a check a few months ago and now needs to void it, it was lost. Since the previous period is closed, when trying to void the check, there is an error message saying transactions are locked, Which is ok, I don't want to change previous balance sheet result. How can I void a check in a current period?
What are linked accounts
Hello, I'm new to Zoho - I'm testing it out with a view to bringing my email over to it - using my own domain with the 'Mail Free plan'. As I understand it, I won't have access to IMAP on this plan, so can't use any other email clients other than the
Authorization Request for Access Token Problem
I have been trying to create a request for an authorization so I could get an access token but whenever I go to the site, I am greeted by this, and this, even though I have my cookies enabled on both my Chrome browser and Mozilla Firefox browser. I followed
Contact macros in email template related to Calls module
I have a following scenario when a (scheduled) call is being created: 1. the call is assigned to a Contact (call to) 2. the call is also assigned to a particular Deal 4. a custom Zoho CRM workflow sends an internal email notification 4. the email template
Extension Pointers - Simple yet significant pointers #2: Connectors
Updating a published connector and the associated API details with the extension Updating a published connector Once a connector is published, any changes made in the connector, such as adding a new API, editing an existing API, or making changes
Unable to read data from the transport connection: net_io_connectionclosed
I'm getting this error when I send email using C#. My code is below, for reference. I am able to send email using Windows Live Mail from the same machine, though. What am I doing wrong? Thanks for your help! ERROR: Unable to read data from the transport
Business hours and lunch break
In our company (like in many others) business hours include a lunch break of 1 hour. We work from 9:00 am to 1:00 pm and again from 2:00 pm to 6:00 pm. Currently there's no way to make Zoho Project exclude this hour from the daily business hours and that's make it very difficult to use (compared to other solutions). Can you please consider adding a way to customize business hours including one or more breaks? Thanks in advance, Gabriele
Creator & Flow - Fetching a lookup record.
Hi, I have a simple Creator application that has a customer and order table, there's a lookup on the order form to the customer form and I'm trying to create a flow so when an order is created it then fetches the customers email address and passes it
go through a journey more than one time, possible?
Hello, I am thinking about tracking multiple link clicks. Is it possible to use Start: email options -> link click? e.g. A lead clicks on a link in an email -> journey starts -> sends a notification -> journey ends. Lead clicks second, third, fourth time
Confused about Domain and email migration from Google Workspace
So I decided to make the move out of google workspace. It's just too much and too expensive for my needs. After I do the migration with the domain verification and user/email/calendar etc... can i delete all of my dealings with Google Workspace or is
Mai : Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Un nouveau mois se termine au sein de la communauté Zoho France. Découvrons ensemble un résumé des activités du mois de mai. Nous avons traité des sujets notamment le nouvel URL du domaine du centre d'aide qui sera une
i can't reciveing messages from any sender
when i try to send message from another mail to this email i get that reply : Message not delivered Your message couldn't be delivered to R.samih@valeursegy.com because the remote server is misconfigured. See technical details below for more information.
Total 37 Tickets on Zoho Desk but getting only 16 while fetching from API
On the Zoho Desk App (https://desk.zoho.in/support), in total there are 37 Tickets for a particular user. But when we try to fetch those tickets via API, we receive only a few results in response. Please find the details of the API used to fetch tickets
Invoice notification not displayed correctly outlook clients
Hi All, Small question i like the invoice notification thats standard in zoho books. But its displayed wrong in all versions of outlook ? I tried some diffrent things and settings but nothing helps See attached image. Sincerly Marvin
Is there a limit of 100 characters in line_items custom_fileds ?
When I'm trying to add custom_fields information for line_items (when creating estimate) I get this error whenever the data is bit too long: Please ensure that the custom_fields has less than 100 characters. This seems extremely weird as I don't have
Can Admin access email messages from other user accounts
As the administrator, I am responsible for managing all user email accounts within our startup. Is there a way for me to retrieve/search for an email that is either received or sent by a user without having to log in to that user's account. Thanks, Bindu
Community Digest: Samenvatting van Mei 2022
Beste Community leden, De zomer is begonnen, het is alweer Juni, en dat betekent dat het tijd is om terug te kijken op wat er in de afgelopen maand is gebeurd binnen de Zoho Dutch Community. In Mei hebben we weer verschillende Tips & Tricks mogen delen.
About API Integration
Hello Team Is this possible , if there generate a lead in salesiq zoho then it will automatically save in our CRM
I can't send mails
I can't send mails to gmail, or another account. The emails return like this: " This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error.
Taxable amount
Dear Team Zoho, The taxable values comes middle of every column. I need the amount is in top of every columns. can you help us pls..
Quoting Subscriptions
Has anyone had any luck quoting subscriptions using any Zoho product?
Can not deactivate mail from zoho one
I am trying to deactivate the user completely but as you can see in the screen shot its not throwing an error "error occurred!" but doesn't say why the error occurred. I have attached the screenshot. Can you please check
Docs for Create Public wiki don't match site?
I was trying to find a way to create a publicly accessible wiki, and ran into some dead ends. https://zohowikihelp.wiki.zoho.com/Create-New-Wiki.html explains how to create a wiki and set it to public. However, when I tried it, the page I saw at step 2 (the first screen cap on the indicated page), didn't have a Permissions section. The site that got created was Private. Next, I tried to find the settings to change a private site to public, following instructions here: https://help.zoho.com/portal/en/community/topic/making-my-zoho-wiki-public-for-viewing
Zoho Desk KB display permissions update
hi all, i’m editing kb articles and I’ve noticed that the display permission is now missing ‘agents only’ Is there a setting that controls this? I’ve got a lot of adops-only facing documentation in the KB that can be easily misunderstood or misconstrued
Next Page