Can't sign in Android Notebook
I have a Mail Lite plan and am trying to configure Notebook on Android. I'm assuming since I have access via the web interface that I should also have Android access as well. Would be good to have confirmation on this to start with! I have tried both
migrating from Evernote --preserving the dates of notes?
I have a lot of journal entries, going back years, and I'm thinking of migrating them to Zoho Notebook. I want to preserve the dates of those entries as I migrate the data. Is that possible?
USD payment button/link for Zoho Commerce India site?
Hi, I have a Zoho COmmerce India site and my shop can only have INR as the currency. But I also have international customers who want to pay in USD. Is there a way I can use Paypal (a button or a link with product as parameter) so that I can show a button/link
updating invoice record
Is it possible to update invoice record without specifying Invoiced_Items ? If I want to just update the subject part of the invoice why should I specify Invoiced_Items records ? {"data":[{"code":"MANDATORY_NOT_FOUND","details":{"api_name":"Invoiced_Items","json_path":"$.data[0].Invoiced_Items"},"message":"required
Client script can't effect in Detail info Page
Hi Client script is very powerful for user. But It have a leak in detail info page .Because detail info page can allow modify single field .I already did client script in that field on change action In edit page (create or clone). How can I aviod user
Text Area for Channels Partially Covered
Hello! I'm fairly new to Zoho Connect and going through the different options to see if it will work for us. One problem I am having is that the text box for chat channels is covered by the bottom bar (see image), making it terrible to try to create
How to edit a timelog after timesheet rejection?
Hi, An employee has submitted a timesheet which contained an error in one of the timelogs. The manager has rejected the timesheet and asked the employee to fix the error. When the employee tries to modify the timelog to fix the problem Zoho says the timelog can not be edited because the manager rejected it. How can the employee edit a timely which was part of a rejected timesheet? Surely this is possible or are we using the system incorrectly? Thanks for any input on this. Paul
Error while payment on Zoho Form
Hi, I have created a form through which I am trying to accept payments in USD. I have integrated Stripe for that. When all details are filled and otp is entered, I get an error. Please see the attached screenshot. Please let me know how to fix this. thx,
Unusual activity detected from this IP. Please try again after some time.:Oops! Something went wrong. Try again later
Help me, I cant create emails because of the error - Unusual activity detected from this IP. Please try again after some time.:Oops! Something went wrong. Try again later Kind Regards
How to add attachments in creating record in quote module?
I want to add a file when creating a quote using php sdk version 3. how to put it in attachment?
add attachment file when creating quote module using php sdk version 3
I want to add a pdf file in the attachment of quote module when I create a quote using php sdk. But I cant find any references regarding on attachment of files using php sdk. can it be done?
Archive Policy - Do not archive
When emails are archived in Zoho Mail, they are no longer accessible with IMAP. So probably most users should not use this function when they also use an IMAP client. There is a System archive policy that cannot be changed. See here: https://mail.zoho.eu/zm/#settings/all/archivepolicy
Not able to receive email from website form submission
Hi, We are not getting emails configured with our website form http://reachmyleads.com We have added all mx records as per zoho requirement, added smtp setup in wordpress as well.
Zoho Books to Zoho Creator
My requirement is to pull the invoice from zoho books to zoho creator. The respective account manager needs to give approval for the invoice generated. What are all the possible solutions? Website
Inserting Rows in subform
Hi Can anyone see what I am doing wrong in my code? This is the the part of the form where the dates are selected This is how it is converting to the subform records: There should be 3 records under each date? But instead most of them are listed under
Invoice API create customer - response on duplicate
When trying to create an already existing customer (customer name), the API returns a Code = 1001 and Message = The customer "xxxxx" already exists. Please specify a different name. I think it would be very interesting for the API to send out also the customerID of the already existing customer, with no further need to make a new 'find a customer' API search call based on the customer name to retieve the customerID.
What is the easy way when input a lookup field can popup a select form like CRM lookup field. I don't want to use widget.
What is the easy way when input a lookup field can popup a form with data view like CRM lookup field. I don't want to use widget to do that. Does anyone can give me a advice?
Public record audit/changelog
Currently only admin have access to the changelog of records and have to do so by going to the admin/setting interface. We are building a audit platform where we need to display (to all users and inside the live app) all changes relative to the records.
Multiple locations
I have many customers (accounts) that have multiple locations, like bank branches. How can I manage them under one account?
one bank to another bank money transfer entry issue
Hi there, I have 2 diff bank account for my company, When I enter fund transfer entry from one bank transfer to another it will create another enter automatically to nullify above transfer . what would be reason
Create a new subform entry whenever a picklist field is changed.
The complete case is this: We are already tracking one picklist field history with the functionality that Zoho provides, but now I want to track another picklist field history with a workaround that came across my mind by creating a subform and writing
Zoho Mail - Unable to Connect with Server
Hello, I keep getting the message 'Unable to reach the server. Please check your network connections', this started today suddenly. I have tried: -Multiple Browsers -Other devices -Resetting router Strangely, if you leave the window open, new emails will
What are the examples of custom functions in zoho projects ?
I want to create a function where a user will be notified in his cliq and bell notification in projects (not in the email) after a task has been done. The notification will be about his task starting. Example I have a task list which have 10 tasks, right
How to set Task start time to start of business day instead of midnight?
When I'm roughing out a project plan and I get some time estimates in, I start setting when I think tasks will start. Zoho defaults to midnight instead of the start of business day (9AM in my case). I want the start time to always be start of business
Update a field in Contacts from a custom module
Hi, I have this function which works very well. It updates a date-type field in Contact from a custom module. custinfo = zoho.crm.getRecordById("Vingo_Ride",custid.toLong()); ctime = custinfo.get("Ride_date"); relcont = zoho.crm.searchRecords("Contacts","(Email:equals:"
Report for all Support contracts
HI All Is there a way to pull out a report that shows all the support contracts with start date, expiry date,Name, contract number, Account assigned to, who to notify and the amount of days before expiry
Knowing when customer has viewed ticket
Is there a way of knowing when a customer has viewed a ticket? Most other helpdesk systems show something on the ticket to say '{customer name} viewed {xx} ago'.
Beta User Group: Share your Feedback
Every now and then we release new features to our Beta community with the intent of receiving valuable feedback from you all, our end-users. Some of you have been using Zoho Desk for years, while others are newcomers to the software, and to this platform. To ensure that your feedback doesn't get lost in the crowd, we've introduced this separate Community Topic where you can contribute your experiences and feedback. Posting within this topic on our Community will not only bring all your experiences
Payments
Is it just me or does it sometimes seem that the right hand is not talking to the left? I guess I have explained at least 5 times that I was never able to use CRM because of tech issues that Zoho could not rectify and yet they refuse to refund the payment
How do I assign an Task Owner when no start date is set?
Currently when I try to assign a task owner, if there is no start date set, only admins on the project can be set. How do I configure it so I can set up a task owner for everybody, even if no start date is set?
Client email in form of calendar event
When a client books an appointment they get an email. The email includes a button to "add to outlook" or "add to google calendar" ….. BUT is it possible to send the invite as calendar invite so it is added to the client calendar automatically? Also...
Sincronización de la información del rol de contacto de Zoho CRM a Zoho Analytics
Hola, Tengo problemas para sincronizar la información de los roles de contactos de los leads a Zoho Analytics!. ¿Esto es posible? Muchas gracias
Suspicious Device Signins
Hello, I noticed a number of mail client sign-ins to my Zoho mail account. See attached screen shot below. I've never been to China so somethings not right! I've since changed my account password and enabled multiple factor authentication. I only
Externer Freigabe-Link -> Änderung verfolgen
Wenn wir Kunden bitten für eine Präsentation oder im Support uns Daten zur Verfügung zu stellen, dann richten wir einen "Externen Freigabe-Link" ein. In diesem Dialog wäre es sinnvoll, wenn mal auch gleich aktivieren könnte, die Änderungen zu Verfolgen,
I can login into Zoho - but not zoho mail
Hello, I have two accounts on zoho. For some reason, I can login into my account on zoho - but not zoho mail itself. Anybody know what is happening? Thanks. Steve H
Changing Percent Complete to 100% changes Task status to Cancelled
Working thru the Task view on a project, I changed the Percent Complete of several Tasks to 100%. The status of the Tasks changed to Cancelled. Why wouldn't it change to Completed? Is there a setting for this, or it this a bug?
How to get field literal value from CRM Integration
I've got three integrations with CRM modules. In Creator, I need a formula field that concatenates actual values from CRM, not the internal unique id. Something like this: Account + " - " + Deal + " - " + Product So that the result is: Acme Account -
Zoho Projects users get added to .eu domain, but site is on .com domain
Hi, 2 questions: 1. I paid for an extra user in Zoho Projects and asked him to register on our domain. He is forwarded automatically to the .eu domain and the site is on the .com domain. I tried the steps described in other forum posts, nothing worked...
Import subtasks from excel
How can I import tasks and it's associated sub tasks from excel file ?
Sales Tax Liability Report with Paid Through filter/colum
Starting this year the USA's IRS now requires that credit card processors (Stripe, Forte, etc) send 1099-Ks to their customers (our vendors) that receive => $600. We need a column or filter added to the report where we can see which customers we need
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