Expense by warehouse
We sell our products directly from our houses located in different cities. There are different sorts of expenses occur for each warehouse. For example, Rent, food, automobile, electricity and internet bills. Is there any way to know the expenses generated
How to record a vehicle purchased on finance
This is for the US side. Example scenario: Bought a $40k vehicle. Put a down payment of $5000. How can I record this in zoho books? How is everyone else doing it?
Unable To Receive Email from GoDaddy & SendGrid
I am unable to receive emails from two email providers/services: SendGrid GoDaddy The only time I get an email is when using localhost/my laptop but that's the same code I use on a GoDaddy site. The code used for localhost/my laptop and on GoDaddy is
Unable to Send Email/SMTP connect() failed
I have tried to send emails using the information provided here https://mail.zoho.com/zm/#settings/all/mailaccounts and here https://www.zoho.com/mail/help/zoho-smtp.html. However, I keep getting the same error: SMTP connect() failed. Any help would
Getting thread content in bulk?
With the Desk API, do you have to get each thread individually with a separate API call in order to retrieve the content of a thread, or is there a way to get the content back when listing the threads?
Open Ticket Reminder
Greetings, Is there a way for Zoho to auto-generate emails reminding us of open tickets? We are a two-man band and all too often I forget about open tickets. It would be great to get a daily email summarizing open tickets so they are less likely to be
Flow - Merge Writer Document (not mail!) / Which settings in Flow??
Hi, I have created a flow CRM - Writer. In the output I get en error. Zoho Writer says "Invalid parameter values found. Please try again with supported values." I cant figur out what I did wrong. In the settings for writer I dont know which paramter I
[Minor bug UI langauge selection] Bug in organization account (Zoho books)
When selecting language for user interface, many languages are not starting with a capital letter. English, Dutch are fine but some like italian, espanol etc. should be capitalized as well. This should be an easy database update.
CRM App integration with Books
We want to allow our salespeople to use the CRM app to take and place orders and estimates for customers, this works within the App but that information does not migrate into the finance connection with books... this means that the salesperson can work
Building Extensions #10: Creating widgets with the JS SDK bundle in Zoho Desk - Data Storage API
This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace. In our previous post, we discussed Request APIs, what they're used for in extensions, and how to use them in
Forms - Using Forms the comes with CRM+ vs. paying for Forms and integrating with CRM+
Hello, I'm new to Zoho CRM+. We are moving over from a different CRM where I had a lot of forms created and imbedded in my website and I'm looking to do the same with Zoho. The forms included in the CRM+ seem very limited as far as customization in comparison
Create an automation for Web Whatsapp in webhook
Hi all, may i know how to create a proper working webhook / worklfow to send a whatsapp using https://api.whatsapp.com/send/?phone&text ? I mange to create with button without problem. But not in Webhook. Thanks
MRP display on Invoice template in Zoho Books
Dear Zoho community, Can someone help me in designing a Invoice template in Zoho books where I can display MRP on face of the invoice? This is a requirement in the industry for which I am working. Don't see any field to store MRP in ITEM definition.
Recovering from data loss / Backups
Does Zoho's support team maintain their own backups of customer data? Lets say tomorrow that a disgruntled employee of mine decides to delete a large amount of data and vandalize my Zoho CRM account - they insert junk data / nasty comments into random account records, they wipe out notes that we made, they edit records and put junk into the text boxes, they delete records etc. Or... lets say that me or somebody I hire to administer the CRM mis-clicks and accidentally deletes an entire custom module
Getting data from zoho reports with api
I want to get zohocrm report data with api and send mail. I am asking is there any document or way to getting data from zoho crm reports with api
Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.12
Hi, "JunkMail rejected - sender4-op-o12.zoho.com [136.143.188.12]:17271 is in an RBL: Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.12"
Exception in Monitoring Server? Outage?
Hello, It looks like some of our Canvas features and our Calendly extension directly communicates with https://tipengine.zoho.com/. This component isn't listed on the Status page for all the other Zoho operations. Do we have an ETA of when it will be
Free webinar: Integrating Zoho Sign with Vtiger CRM to eliminate tedious paperwork in customer relationship management
Hello! As businesses around the world go digital at a rapid pace, a CRM or customer relationship management software is often one of the first tools that contributes to their digital journey and growth. CRM software helps businesses run their operations
AUTOMATICALLY add the photos
" Is there any way to AUTOMATICALLY add the photos to the leads? It would be OK even if we had to import them and update the records. This one-at-a-time system is archaic. " Hi, is there anything new on this topic?
How long is Zoho books going to be down?
Zoho Books has been down since yesteday, any idea as to when it will be back on line?
Zoho Forms - Save and return
Hi, Can I change the email address that the save a resume goes to? I have clicked the allow email link and gone into template. There is nowhere to edit the to address. I have attempted to save and waited for link on my account address and have still not
postUrl: request parameter results in internal error -1
When the request parameter is used, this code throws a Creator internal error -1. If the request parameter is not used, this code communicates with the web service OK. I feel like I just need another set of eyes looking at this code. Can anyone spot what is wrong with the request? Thanks. response = map(); url = "https://domain.com/api/pas/agencies/" + "1234"; header = map(); header.put("Content-Type", "application/xml"); request = "<?xml version=\"1.0\" encoding=\"UTF-8\"?>";
Relay configuration issue
We are receiving the attached message. Please help us resolve this issue. I noted the text in the sceenshot here as well in case you can't open in. Hello, The Relay Configuration for the domain staffleasing-peo.com and feature Mass_Email has failed
Lookup Field in Timesheet Layout
Lookup field associates an existing task/issue field with a timesheet entry. By creating the lookup field you will be able to use the task/bug fields directly in the timesheet. Let us assume that you are the project owner and you want to see the work
Internal exception when using postUrl.
Hi, we are triying to make a POST request using a custom function. We have the url, encoded with encodeUrl() and a map with the header parameters (including the access token). Our function takes some information about a lead as parameters. So, we have something like: hdr=map(); hdr.put("key1","parameter1"); hdr.put("key2","parameter2"); url = "https://something.com"; url = encodeUrl(url); response=postUrl(url,hdr); text = response.get("responseText").toJSONList(); info text; We Error at line number:
Reports on Zoho Recruit
How do I access standard reports on Zoho recruit. I belive they come in the Standard edition of Zoho recruit.
Bug in send for review
Hello, I have created and prepared new campaign and have the following message , impossible to send for review - nothing happens while clicked... What is the problem?
Counting the number of times a given transition in a blueprint has been performed
Hello. Is it possible to make graphic in Zoho Analytics of the number of times a given transition in a blueprint in CRM has been performed? In this case, I want to know the number of times the transition 'Offerte verstuurd' has been performed. CRM offers
Including {"trigger" : ["workflow"]}) into your function
Hello. I want a field which is updated by a custom function to trigger a workflow. I've read that I should include {"trigger" : ["workflow"]}) into the function. Where should I put this line the following function? Should it be placed at the last line?
Dynamic drop down field in submit ticket form
Hello, I'm working on change the submit ticket form of my ZOHO Desk and i want to categorize my services by category of service, for example: If the customer select "Support" on the category field, the service field must display only options related
New ticket is being created as duplicate if someone that was cc'd in original replies
When someone that was cc in original ticket replies to it, in Desk it creates a new ticket instead of appending their reply to the existing ticket... Surely this should not be happening?
Best way to have contact update their own info AND control the update.
Best way contacts can update their own information? I understand I can email them a link to a form. I'm really asking about the approval process after. Once they've updated, how should we set up checking the updated info before it goes into the system?
.ics inviation via Deluge
Hi Zoho Community. I would like to be able to trigger a calendar invitation to from the Leads module using the information within the Lead (Email, Date/Time etc). I've already created a workflow so that it sends an email to the Lead and pulls the Date,
Push notification 2 steps opt in settings not applying?
Site detail: CMS: Shopify Site: Theramart.com I set up the push notification in PROJECT SETTINGS with 2 step opt in. I am seeing this one on my end but my colleagues are seeing this why is that?
Can someone please explain why this function is not working?
This worked previously, but suddenly stopped. i can't figure out why it is the exact same script that we use on two other fields. but for some reason it won't work on this field What it does is grab the total money owed for a certain product type and
Integration with zoho Projects
I just read through your ZS guide. it mentioned creating projects in Zoho Books. that's great, It really is. But not everyone uses Zoho books. Some of us use QuickBooks Online for accounting and Zoho Projects. So can we deploy the same projects connection into ZP? How wonderful will that be? I sign up a client from Zoho subscriptions, and their service registers a project with timeline and start date in my zoho projects.
Unable to Add Email Alias
I have a ZohoOne account, but the system gives me an "Unable to Process Request" when I'm trying to add an alias. I want to add an alias for each Department, but it looks like it's limiting me to 2 only even though I have a ZohoOne account.
Calendar no longer works in NAVER Whale
In South Korea the Whale browser is more popular than Edge and Firefox. It is chromium based and regularly updated. But Calendar now shows a "not supported update your version" message, which doesn't appear to make sense. Are the checks being done for
ZOHO Desk - All tickets have this as their content. "Content is not available. Please try again after some time."
Currently, all tickets have the same content, "Content is not available. Please try again after some time." Is this an outage from ZOHO or something else?
Is there currently an issue connecting to Instagram?
All our clients' Instagram posts are getting errors, but when we post manually they're working fine. Is there a connection issue from Zoho today?
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