Opening Balance for VAT returns
For the VAT returns, we cannot access the opening balances from the previous quarter. So kindly help to resolve this issue.
integration between ZOHO Desk and 3CX v18
Hello, In the v18 release of 3cx, the variable for contactid has changed. This has changed to EntityId and EntityType. Can you provide a new version of the XML file needed for the 3cx extension for Zoho desk? thanks Ted
Embed KB in WordPress
How can we embed our KB into a WordPress site? do you have any documentation that can help us accomplish this?
Zoho Support: Automate your way to Productivity using Time based Actions
To avoid pitfalls in customer support leading to lower customer satisfaction, longer response cycles, increased support cost, automation and productivity improvements become a must have. In this endeavor we at Zoho Support have bolstered the existing automation options with Time bases Actions and Macros. Time based actions are used to monitor your help-desk for pre-defined actions every one hour. So the next time when you see a massive pile-up of tickets in your help-desk queue, don't fret. Setup
Can;t post to Instagram. Zoho says account is blocked but its fine on phone?
Hi I cant post to instagram anymore, Zoho Social says: Sorry, Your post failed due to following reason: Instagram seems to have blocked your account from publishing content. Request them to unblock your account and try again. But ive checked the account
If you are having problems with business process, then try Zoho Widgets.
When Zoho One launched in 2017, we identified several gaps in Zoho's processes and integrations. Gaps that created the same problems businesses have today with data duplication and manual data entry, preventing businesses from completing the end-to-end
Why is my chat widget showing offline??
Richard is a Sales Executive of leading online shopping website. On a fine Monday morning, Richard was about to begin his work and finds the chat widget offline on his website. Richard started wondering why??? Do you face the same problem? Here are some common reasons why your chat widget goes offline on your website. Get familiar and expertise in SalesIQ. Activated Business Hours In Settings -> Company -> Business Hours, you may have enabled the business hours, if you login to your SalesIQ after
Merge
When i merge pictures it keeps closing
Button Invoke url to Zoho forms and prepopulated answer
Hi, I have a button in CRM Deals module to invoke a Form in Zoho Forms. When I click this button, I go to the form, but what I would like to do is that this form automatically prepopulate the answers from the Deal. How should I edit the url to get this?
Email is going to the receiver multiple times
I use Outlook android app on my phone to access my Zoho email account. When I send any email from that account, the email is sent multiple times. This happened multiple times. Please have a look at this problem and solve the issue as soon as possibl
Utiliser Writer comme éditeur pour les templates de tous les modules Zoho
Pour simplifier, Zoho pourrait connecter les multiples apps directement à Writer ? Cela permettrait d'avoir en un seul point l'ensemble des templates et documents pour CRM, Desk, Bookings etc.. Bien mieux comme expérience utilisateurs; non ?
Integration with ZOOM
Hello, Has anyone done ZOOM integration? I want to schedule /modify ZOOM meetings from within ZOHO creator by using API calls. Need help if anyone has already done it. Thanks in advance for helping me out. Thanks, Milind Manohar
point of sale
Hi, Can Zoho creator make POS (point of sale) system ? if yes from where I should start ? Thanks
553 Relaying disallowed
I cannot receive emails but send them. This are my DNS settings: can someone help me out pls?
Introducing Show's centralized library to help you create consistent slides, organization-wide
Hi All! Most organizations have their own brand identity and follow a standard style guide that includes fonts, colors, and themes for their presentations. As a result, you often end up drafting the same slides to use them within your team or organization.
Dashboards not visible
Hello, I have shared a dashboard with 2 non admin users with the exactly same filter to only see their own data. They also use the applications exactly the sames way. How is it possible that one of them has 0 data in Analytics ? see attachments tha
forward email confirmation not received
I have set up email forwarding and have not received the "confirm verification" email with multiple tries. I can send and email from the zoho account to the forward address and it is received just fine. Nothing in spam filters, etc.... Help!
Mail Client Sign-In from Another State
In the account menu, under security>device sign-ins, includes a "Mail Client Sign-In." It shows a "mail client sign-in" from another state I don't reside at. However, there is nothing suspicious under "Sessions" so it doesn't seem like someone has actually
Have there been issues with Zoho Mail over the last few days?
Hi I am Mohammad Bhatkar From Trimac Piping solution https://trimacpiping.com/ Have there been issues with Zoho Mail over the last few days?
My business emails are being rejected when they are sent to gmail accounts.
Hi, I am Nisha from Gasco Inc, all emails from my business email to any gmail account are now being rejected for authorization issues. this has never happened. Our business is run through a microsoft exchange email system. I cannot reply to clients or
How to generate Zoho Invoice from time tracked in Zoho Projects?
I'm still learning this system so apologies if this is a silly question, but I've checked the documentation and can't find anything. I am using the timesheets to track time on project tasks in Zoho Projects. But I can't see any way to then generate an
Permanent registration links for webinars
Wanting to post my registrations links online and not have to worry about changing them when I have to schedule more. Will this feature be added along with the webinar template update coming? Id like to click on a webinar and just say 'schedule more
Creator Filter user non admin/write
Hello, How is it possible to filter reports in Creator to our need? Normal users (such as Mathias19) have non admin permission. They should only see the reports that made on their name (like logged in user I guess ?). "Write" users only can create reports
Filter page logged in user
Hello, How is it possible to filter a shared page info on the logged in user ? My filter on the page in attachment gives the total count of all reports created by all users in the application. But I actually want that this page shows only the number
Outlook calendar invitation in email template
Hi Community! We have lead generators who book appointments with potential customers and upon doing so, they have the option to send an email template from the Lead. I've already created this so that it sends the email to the Lead and pulls the Date,
Custom function to delete imported leads by title
Hi, I'm importing leads from Zoominfo and despite my efforts, Zoominfo is including some titles that I would not count as leads. I can easily delete these records manually by filtering by title, but there are a few titles that come up consistently and
Sortierung der Pläne/ Tarife im Produkt
Gibt es Überlegungen eine Sortierung oder Suche der Pläne / Tarife anzubieten? Derzeit wird nach Anlage der Tarife sortiert. Bei über 30 Tarifen muss eine eine Sortiermöglichkeit oder Suche geschaffen werden.
Where can I globally set my dictionary to UK for entire platform
I have to manually change the dictionary from default US to UK on every article and I could not find anywhere in the settings to change the default dictionary. Can this be done?
Formule IF statement met specifieke datums
Hallo! Ik wil een formulekolom toevoegen in Zoho Analytics die aangeeft in welke periode een lead is aangemaakt. Het moet dus een if statement zijn die de waarde 'Periode 1' teruggeeft wanneer een lead is aangemaakt TUSSEN 1 jan en 30 jan. Ik kom er alleen
Zoho One Tips & Tricks 04: Tips voor je Chatbot
In Zoho One heb je de beschikking over SalesIQ. Een van de functies in deze app is het bouwen van je eigen chatbot met onze Drag & Drop-builder. In deze post lichten wij een aantal functies uit die handig kunnen zijn. Tip : Voordat je begint met het bouwen
Autodial via Campaign Automation
Is there an app where I can create a Workflow Automation and have one of the Actions be a phone call to the customer AND the business to connect via phone? I know there's an SMS action, but I'm looking for a way to essentially schedule an automatic phone
Designate a custom field in CONTACT or ACCOUNT Modules as the Zoho CRM Field for Forms?
I am trying to build a form that will create new accounts with a unique client number that we can append for each service engagement with that client. Example: We engage John Smith as a new client. We create his account with unique client number 19999.
How to import prior customer payments from Wave to Zohobooks on migration
Dear Zoho Team, I was successful in migrating all my customers from Wave to Zoho. Whereas the process of doing so for all prior period Invoices was simple, I ran into some difficulties in understanding how I would go about this with the historical payments
Personal settings in Zoho Desk and and department visibility
Hello, could you show me, where i can blocked department visibility in personal settings? I don't wan't to everybody can see which kind of departments have we in ouer organisation.
Classification - Part two
Interested if its possible to only have certain classifications appear based on the group the agent belongs to. This is to limit the number of Classifications to those applicable to the team. thanks, Jay
Classifications
Is it possible to group classifications together? We currently have this. But want this- Billing - - Missing Statements - Rates - Recent Statements
Can I sync the Sales Orders from my CRM with the Sales Orders from zoho books?
Hi, I'm on the Zoho Books trial and I like it a lot so far, how do the sales orders in both CRM and Books work together? Thanks!
How long does 'ignored' response take to activate in a workflow?
If I'm using the 'opened' and 'ignored' response options to split my workflow in automation, how long does it take to actually activate and exit through the ignored option? For testing purposes, I currently just have both options joining back straight
Zia Search and connect
Does anyone know if Zia Search should be searching teh files within zoho connect because at this time we can only come up with results from the feed and not any file names !
Manual Templates and Hub Templates
I have created a template using the default template as a guide. I have saved it as a custom manual template. How can I change this to a Hub template? When I try and create a hub template, it doesn't show me the default templates or the manual templates
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