How to import invoices with multiple taxes
I need to import invocies generated before switching to Zoho Invoice. My invoices show 2 taxes (Federal and provincial taxes). In the provided samle of csv files, we can see 2 taxes (tax1 and Tax2). However, when I run the invoice import wizard, I am only able to map Tax1. Could you please help me with that ? Thanks
Imported contacts getting ignored.
Hey, Whenever I am creating a new mailing list and importing contacts from .csv file, all the contacts are getting ignored. This is happening with all the contact files I have been uploading. Need a fix for this. Any and all guidance is much appr
Any quick/simple way to share multiple notes with a zoho member?
I'm trying to share many notes I created with some classmates, is there a simple & quick way to share multiple notes with multiple people who are members of Zoho?
Multiple Contacts Per Lead
Hello, In the Lead stage, we begin to Contact the lead before moving them to a potential. IN the process, we create multiple contacts per lead. When we convert it to a potential and Contact, we want multiple contact records to be created per account/company. How can we do this? If its only in Creator, can someone point me in the right direction of variable/values to use? Thank you
accessing zoho's student reports in moodle
Hi all, I want to track my students progress. I am having all students data in zoho. Now i want to fetch that data in Moodle for preparing reports. How can i achive this ?? can anybody tell me is it possible?? is possible then what steps do i need to take??
Disconnect Zoho Inventory and Zoho Books
This may be an uncommon request, but is there a way to disconnect our Zoho Books and Zoho Inventory accounts, so that invoices in Zoho Inventory do not automatically get created in Zoho Books? I cannot find any way to disconnect them from the integration
Cookies in ASAP (anonymous KB only)
Hey Zoho, We want to use the zoho ASAP widget as a plain knowledge base access tool. No other functionalities should be accessible by the widget. During testing, we have found the following cookies: Can you explain: what each cookie does if it is necessary,
Localisation is extremely difficult (and frustrating) to work with
I've been working with the localisation in Zoho Creator 2-3 years now, and the thing which is really a time waster is that the labels to be translated under Localisation are not listed in any particular order (see attached graphic). A useful grouping,
Thunderbird desktop client does not delete email off Zoho POP server
My strategy has always been to clear mail from the Zoho server once it was downloaded to my Thunderbird client on my desktop computer; hence I'm using Mail as a POP server, and my Thunderbird server configuration specifies: X Leave messages on server
Desk App - Show Account Name on Ticket List
In the Desk App Ticket List, the account name is not displayed; you can only see the account name if you go into the ticket and press the 3 horizontal lines to display 'ticket details'. For our business the contact is less relevant than the account name,
Table 2 different data sources
Hello, When I create a table there are 2 columns: A column for Application A (based on visit report owner which is full name of user, example: Jonas Hardy). This column shows achieved number of visits. A column of another Application B (based on selected
Unable to connect to smtppro.zoho.eu or imappro.zoho.eu
Hi, I've configured zohomail with our domain "emergilab.eu", to host our mails. I've given authorization to each users of the organization to use IMAP, POP and Exchange. Yet, I'm unable to access my mailbox (damien.vasse@) from outside, using Outlook
CANT RECEIVE MAILS
Hello, I had a severe problem and this is I cannot receive email to my zoho accounts and I dont know what happened but this is affecting my job and tasks. Please help!
Check Zohomail using Gmail
I'm confused about what I should be setting up. I just set up a domain name to use ZohoMail. Now I would like to add this to my current Gmail interface. I set up an STMP but not sure that is what I need. thanks
Send later feature is now supported in the latest version of the Zoho Mail iOS app.
Hello All, In the latest version of the Zoho Mail iOS app (v2.7), users can now schedule mails to be sent at a chosen time and also set recurring mails using the 'Send Later' feature. You can update the app either from the App Store or from the link
add SQL Function
Hi Can you add the SQL function EXISTS please. As one thing I need to do quite often is set pivots up for people that HAVEN'T done something. and because they haven't done it, the record does not exist in that module. therefor i can provide a count
How to Create a Lookup from a Query
I have a Query, I would like to lookup a column to a table in another report. Now for tables, it is easy enough you just select Edit > Lookups and then Join the two tables. Problem is I need the query's column to be the "Column from current table" and
Can you actually allow tagging in this community forum and replies to each comment?
Using this community forum is quite difficult. The nested comments isn't obvious enough, and I actually have to scroll through every post hovering over each to see if I can comment to the reply - can't you just allow comments to any comment and can you
What is the notification to actually receive an email notification when there is a new ticket/email in a department?
Can't believe I am having to ask this but I am not receiving an email notification when there is new tickets in a specific department even though I have every notification enabled under 'Agent Notifications' for this department. It's really frustrating
Zoho Campaign Workflow Waiting
I have a Campaign Workflow setup to execute over approximately 40 weeks as a client plans an event. If they come to me "later" in their planning, is there a way for me to speed their process up or skip wait times for them?
Workflow doesn't detect update from custom function
Hi, I am trying to apply a tag to a Contact based on a field that is updated through a function that captures data from a custom module. I created this workflow but nothing is happening. It looks like Zoho doesn’t know that the Contact is edited when
alert banner prompt/exit pop up as options to select on automated trigger creation
it would be very helpful if in Zoho SalesIQ we will be able to select banner exit/welcome pop up or alert prompt as an option for an automated trigger when visitors access or leave specific web pages (no-code development as an options to set up)
WhatsApp messaging channel on Zoho SalesIQ
I think will be necessary to include WhatsApp as messaging channel on Zoho SalesIQ in order to be a complet omnichanel solution
Copy one zoho organization data and configuration to another
Hi, I am using zoho-subscription and zoho-invoice for my application. Right now application is deployed and being used by some customers. Now I have a requirement like I need to copy all data(subscription and invoice) and configuration to a newly created zoho organization. How can I achieve this by not losing any existing customer data. I knew that we can copy configuration of one organization to another while creating new one. Any suggestion on how to copy both data and configuration? Please help.
New 'Tag' enhancements introduced in both Zoho Projects and Bug Tracker Android mobile app.
Hello, In the latest version of the Projects Android mobile app (v3.4.5) and Bug Tracker Android mobile app (v1.3.4), we have brought in the below enhancements. Tags module is now available on the home page of both Zoho Projects and Bug tracker app.
Messaging Channel Instagram Direct on Zoho SalesIQ
I think will be necessary to include Instagram Direct as messaging channel on Zoho SalesIQ in order to be a complet omnichanel solution
Removing the ticket ID from email notification subjects
How do we remove the ID from the subject of email notifications to the customer like "[## 786 ##]" ?
Sent and Inbox folder missing from the views
Hi, How to retrieve back the send and inbox word under the view column instead of "All Messages"? It's hard to check which is the email I receive and which that's sent.
Submenus Now Height-limited (Scroll)
Anyone else not a fan of the new "feature" of having the submenus max-height set at 290px? So now for longer submenus you have to scroll up and down to see all the selections. What is worse is if you scroll down and then come back to the submenu it
Zoho Group Calendar
Hi there I had created a Group Calender and invited a few people to join in. When we view the events using PC, we can only view others input (cannot modify or delete others input) but if we view the group calendar via Zoho App (andriod), we are able to
CRM integration & sync of 2 CRM accounts
Once I have set up an Integration/Data migration between 2 separate CRM accounts, as outlined in the instructions provided at the link below, is it possible to set up a 1 way sync as well - to push new data from the parent to child CRM account such as
Uploading Contacts within Accounts
I am new to Zoho CRM. Slowly but surely I've been uploading all of our customers into the Accounts section. However, at the same time, I'd really like to upload the contacts for those accounts. I don't see any fields for this though in the mass upload section. am I missing something? Or does anyone know of a way to do this? The only way I can think of now is to separately upload my contacts, then manually go through them and assign a company. Thanks, Arthur
Follow up emails purchase by product
Hi, i want to create a Flow in Zoho Campaign, by per product. Example: If Someone purchase a wallet in my store, in 3 days sent a email with discount for belt. I can see i can do it per store, but i cant find per product, how can i do that? Thanks.
Zoho One - Workflow trigger not working
Hello, i have a workflow Trigger that is not working. Can someone tell me what i am doing wrong or if When trigger is not working when you select two options. its seams like to me when two options are selected and "any" of above it selected it never runs
Block/Allow Access on unattended machines not working.
Hello, I am running into an issue on MacOS 11.5.1 where the Unattended Access feature always allows a remote connection, regardless of if Block Access or Allow Access is selected in the Menu Bar item. Has anyone run into this, and if so, was there a fix?
Introducing Twilio SMS Extension for Zoho CRM
SMS marketing is a promotional technique that helps you connect with your customers by sending them text messages related to your marketing efforts. Customers can access this information from their mobile inbox. SMS marketing is a direct and personal
Meetup 2022 vol.1 開催報告（ユーザー事例スライドと集合写真の共有）
みなさま、こんにちは。コミュニティチームです。 先週3/18（金）に、Meetup（ユーザー交流会）を開催しました。当日は40名近くのZoho ユーザーさまにご参加いただきました。Zoho サービスに関するユーザー事例のほか、連携・カスタマイズに重点を置いたお悩み相談会やZoho Campaigns のグループディスカッション、事例のご登壇者によるアフタートークなど、ユーザーさま同士で活発に情報交換が行われる場となりました。 ご登壇いただいた中山さま、松井さま、相談会の講師として質問にお答えいただいた伊藤さま、そしてご参加いただいたZoho
Member Portal For Other Zoho Apps
Is there any way or plan to be able to include member access to their Projects, Support, or Books portals through the new member portal? This would be great to have it all in one place! Also, does the member signup have any connection to adding/updating information in CRM? Bruce Letterle Red Lab Media
Zoho Books Cannot create debit notes for customers from API
I'm trying to use the Zoho Books API to create a debit note against a customer. But I can't find any endpoints for that. Looks like there's a DebitNote scope but it's used to create credit notes for vendors. Can someone explain how I can implement
GoToMeeting Organizer and Co-Organizers, no way to specify without custom function?
So, my problem is that I am the developer for the company, I never attend meetings. The Flow for bookings/gotomeeting assigns me as the organizer for every single meeting it creates. There is no way to assign an organizer and the option to add co-organizers
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