Community Digest - March 2022
Announcements Zoho CRM's design garage, Canvas gets a few new enhancements, including reusable components and style presets. Now, import subforms conveniently in Zoho CRM. Introducing the Wizard functionality in Sandboxes Zia notifications through different
Email Sending Failed - SMTP connect() failed. https://github.com/PHPMailer/PHPMailer/wiki/Troubleshooting
I'm trying to send mails using zoho smtp server from my WHMCS Installation but getting the error : Email Sending Failed - SMTP connect() failed. https://github.com/PHPMailer/PHPMailer/wiki/Troubleshooting. Please help.
Zoho doesn't send invite for new member
We added 4 users and the 5th doesn't receive an invitation for Zoho Team Email: - upgraded the plan so this is not an issue - checked spam, social folders on gmail Best regards, Peter
Backstage Kalender als HTML einfügen
Wie würde man am besten den HTML-Code (<iframe src="https://.......) in Commerce einfügen?
Not able to figure out from where I can get, redirect URL
I am trying to setup, zoho federated signin with Azure AD, I am following below documentation https://help.zoho.com/portal/en/kb/desk/for-administrators/user-access-and-security/articles/enabling-federated-login-for-help-center Link this documentation
Drop ship inventory throwing books off
I have Zoho Inventory synced with my Shopify website, it pulls data for stock availability for both stock we hold and stock that is held and drop shipped by the supplier. When that data syncs with Books opening balance, it is showing all the drop ship
Ability to Tab Down and Up vs Left Right.
I posted this earlier then deleted it, thinking I had found a solution but I didn't . I would like the ability in a section to designate Top Down tabbing while still retaining 2 column fields. Right now designating Top Down puts all the fields in one single column which isn't practical. Salesforce allows you to do this pretty standard feature. Would be nice if Zoho would also implement what seems to be a pretty easy alteration in code. So to reiterate. I would like to be able to tab down, then
Amazon FBA to Zoho Inventory troubles
Hi We have been working for a few months trying to move parts for our business over to Zoho (we went with Zoho One) and have been having a really hard time with getting Zoho Inventory working smoothly. Been working with support but been about a month
I can send email and can't receive. 553 Relaying disallowed
Hi, Testing from zoho to gmail -> all works testing from gmail to zoho returns the error below. May I please ask if you could assist me on this issue? The response was: 553 Relaying disallowed Final-Recipient: rfc822; info@bosphor....... Action: failed
Anyone familiar with Zoho Invoice as a plugin with Google Workspace?
I'm trying to use Zoho Invoice to send invoices to customers. I am trying to import customers from my contact list from G Suite, but on the Zoho website it will not connect and only will show this error. I do not want to have to manually add dozens of
Reports and Dashboards are now together called "Analytics"!
We have now grouped Reports and Dashboards modules under a new heading called Analytics. This is similar to the Customers module, which houses both Contacts and Accounts. So the next time when you are looking to access a report or a dashboard, you need
Aliases and imap
I want mail 10fb subscription I want simply create multy aliases such as info@example.com, support@example.com,etc with their own password to use it as imap on outlook client I cant find where can i enter extra email and set own password so i cant insert
Filtering out activites by user in Timline view
I wanted to check what our recruiter has been doing with particular job openings. I checked timeline and it shows his user activites but it can't be filtered out. So I have to look manually in between all the acitivites by applicants and him to see what
Integration with WhatsApp
To improve communication with candidates and centralize it in their registry, I see that there is no plugin or functionality that allows WhatsApp to be integrated as is the case with CRM
Candidates Section
If I log a call or submit task under each candidate, its now shows up in their Timeline card. Is possible to repair this? I guess its a mistake. Thanks Ondrej
How to forward specific incoming email to multiple email in zoho
Hell0, I would like to known how to forward specific incoming email account message to multiple email account.
Manually Entering One-Off Item into Zoho Books Estimate or Invoice
Is there a way to on-the-fly insert manually an item into an invoice, without setting it up in Items? For example: I received a free sample from a vendor. Now I give it to customer free of charge. While there is no financial transaction happening (one
create new task from email
it would be great to have an email address to send to that would create a new task. It could put the task in a generic group that could be organized later. This would allow handheld users to use it better. thanks. mw.tom
Docs Sheets very slow?
Are Sheets always this slow? We have been testing ZOHO Sheets as a replacement to Google Docs, but we keep hitting patches of the day where it grinds to a halt. It is either really slow or it will load only a few lines from a sheet and just hang and we have to log out and back in again to get it working,.... We are experiencing it on several computers on various OS and Browsers. We are in Spain, but on 100Mbps Fibre so I don't think it is an issue on our end. Any advice or solutions? Thanks Alex
Tasks & Milestones
Hi, Sorry if this is a stupid question, I'm new to this! I've started my project in the wrong order, and I've added my tasks before my milestones. Once I create a milestone, is there a way I can link an existing task to it? Thanks, Anna.
آموزش کامل و حرفه ای تمیز کاری زنجیر چرخ دوچرخه
اگر تا به حال اقدام به تمیز کردن زنجیر دوچرخه نکرده اید، حتماً اهمیت آن را نمی دانستید. حتماً می دانید زمانی که یک دوچرخه را از کارخانه خریداری می کنید، تمام قسمت های آن تمیز می باشد. روغن کاری های آن نیز کاملا پاکیزه هستند اما قرار نیست که این تمیزی
Why some of the invoices affect the Inventory Adjustment account?
In my opinion, the Inventry Adjustment account is used to post inventory quantity/value adjustment transactions. However, a bunch of my invoices post records to this account. In addition to this, I found that if I make inventory adjustment, it will affect
Allowing Special Characters In Non-Encrypted Fields
Hello, In our organization, we continue to run into situations where it would be truly helpful if Zoho Vault made it so some special characters (e.g. ( ) & / *) we’re allowed/able to be used in a password entry’s non-encrypted fields (i.e., password entry
Zoho CRM Commission Calculator
I track 5,000 potentials in Zoho CRM that each month we receive revenue on. I get a spreadsheet showing how much money we earn on each account, and I split that out to pay commissions based on the information stored in the potential record. Today, I'm processing this all in a FileMaker Pro database. Here are the steps: 1. Download all potentials from CRM 2. Import into filemaker DB 3. Import payment spreadsheets (7 sources per month right now, all excel spreadsheets in varying layouts) 4. Filemaker
Sales Commission Dashboard on GP
Hi, I want to create a dashboard for hte salesperson's to know their achieved targets and commission realtime from zoho books. The scenario is that the sales person has a minimum sales Gross Profit GP target of 20,000/- After pass 20,000 and till 30,000
Automate commission computation using the Commission Management extension for Zoho CRM
You can have great sales representatives, but if you can’t keep them motivated, you're placing a limit on the growth of your company. Meet their needs through a comprehensive compensation plan, and you’ll see how they can meet and surpass your revenue
Export Limit
Hi, I am trying to export report to XLS but there is a limit saying it's limit to 1000 records. Is this intentional? As I saw from the Known Limitation, export to PDF is limit to 5000 but it seems that everything is now limited to 1000 rows? May I know
Commission calculation for salesman
Hello, have you planned a system for the calculation of commission on sales (% correlated with a discount rate) for the sale agents? It would be great if combined with Zoho CRM.
FYI: how to show/hide subform delete entry for specific users
Create a hidden (admin only) field in your main form, e.g. Current_User Create a workflow for your form: Form > Edited (or Created or Edited) > Field Rules > name of workflow Add two actions: Action #1: Execute without condition, Set value of [Current_User]
How do you edit the basic Campaign Subscription email?
I don't see it per list under Contacts > Manage Lists > MyList > Pages and Email. It has every single thing there *except* for the one I want. This is extremely dry and I want to change it. I also want to change the Subscribe Confirm default. It is also dry. Subscription Confirmation Dear Customer, Thank you for subscribing for xxxx xxxxx Click the button below to confirm your subscription. and You are all set now! Thank you for joining our mailing list. Check your email periodically for our
Edit subscription confirmation email
Hi, I can't find where to edit the subscription confirmation email template for a list. I see several other templates for unsubscribing or updating an email address, but nothing for the subscription confirmation email. Also, is there any way to turn subscription confirmation emails off? Help!
Error 0x800CCC0F Outlook
Hello, i cannot send or receive email in outlook. can you please help. 'Sending' reported error (0x800CCC0F) : 'The connection to the server was interrupted. If this problem continues, contact your server administrator or Internet service provider (ISP).'
Show Zoho Books (invoices) in CRM
Hi there, We are trying to figure out how to show all the invoices of all our customers for all of our users. What permissions make this available? Currently we have a role that only has the permission 'View' at our 'Customers' but the users still can't
Convert Hijri to Georgian Dates in Sheets
Hi, Is there a way to convert the Hijri (Islamic) dates into Georgian dates (formula, VBA ..or any)? Thanks
How do I setup SERVICES in ZOHO Books and ZOHO Inventory
We have an Appliance business. We offer many services that do not include physical items, but we need to add them to Sales Orders. For example: -We offer Curbside/Garage Delivery Service. -We offer Delivery & Installation Service. -We offer
Zoho Inventory's 2020 Journey in a Flash
We hope you like the latest updates and would love to hear back from you. Drop a comment below or write to us at support@zoho-inventory.com. We'll be back next month with some new additions to Zoho Inventory. So here's to wishing you a safe and prosperous
Purchasing Inventory with a Credit Card
It's not uncommon to purchase some inventory with a credit card. But Zoho Expense currently appears to only allow credit card transactions to be applied to expense accounts. Is there a suggested workaround for categorizing the inventory purchase in Zoho
Export Reports MAX 5 Per Day
Hello, Why do you put a MAX limit on how many reports you do per day? I have a very growing business and some days we need more than 5 per day? Can you please explain why Zoho limits these reports? Thanks
CHAT WIDGET TO THE LEFT
Hi, is it possible for me to place the sales IQ chat widget on the left side of my website? Because I don't want my scroll-up arrow to be covered by the chat widget.
Contacts with same email id not synced between inventory and CRM
Hello, We are facing syncing issue between Inventory and CRM as some of our clients are using the same email id for contacts. So those contacts are not synched from inventory to CRM stating email id is the same. I already disable the option like said
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