Tips and Tricks #55: Five effective ways to end a presentation
Hello Everyone! When we aim to deliver a great presentation, we frequently prioritize the topic, content, and introduction while overlooking how to conclude it. It's important to ensure your slide deck is as compelling at the finish as it was at the start.
No Way to Manager User Access for Unattended Remote Access
The Users screen does not work and so there does not appear to be any way to specify which Unattended Computers that users should have access to. I previously reported this via a chat session a while back, but it has not been resolved and no ticket was
Unable to Add Zoho Survey as Application to Zoho One Account
Dear Zoho, I understand that Zoho Survey is part of my Zoho One subscription but when I try to access it I am told I am on a 15 day trial for Zoho Marketing Plus. I do not need Marketing Plus but I do need Survey. Please assist? The domain is agribook.co.za
EMAILS
Hi. I have set up my recurring invoices to be sent to cusomers automatically, however, i also recieve the copies of the invoices to my mail. I would like to disable the feature that automatically sends copies of customers's invoices and estimates to
Line break code assistance
Hi Could anyone advise how I could code the below to add a line break between each: This is the code: input.Trial_Class_Booked = input.Trial_Class_Options.Class.Class_Name_for_Customer_Enrolment1; This is the workflow: https://creator.zoho.com.au/appbuilder/laura_shireelite/shire-elite/workflowbuilder/Input_Trial_Class_Booked_/edit
Export to Excel loses Formatting
Hello I have been trying to export and share a report I have created via email as an excel attachment however this loses it's conditional formatting applied within the report. I have tried both xls and xlsx and selected the option to export "Current
Developing widget with real data
Is it possible to configure zet to connect to the app that we're going to be attaching a widget to. I want to be able to develop this without needing to keep packing, uploading and refreshing the page with the widget in it.
Suggestions for Notifications (N)
Notifications can be very helpful, but if there are a lot of notifications they are no longer helpful. It would be great if the list could be configured per user. Some thoughts for improvement: - Allow subscribe/unsubcribe from whole departments for notifications.
how do I cancel zoho books subscription?
how do I cancel zoho books subscription?
My knowledge base articles do not display until a search is performed
I've noticed that when I access our knowledge base no articles display until a search has been performed. Is there a way to get articles to display under the search panel before search is performed or at least display the different departments that have articles published? As an end user it is not intuitive that you must first search to find an article. Especially if I have no idea of what I need to search for.
Choose GL Account in Sales Invoice & Sales GL account for unmatched withdrawals
Hi Zoho Forum Greetings!! This is my 1st post here I have 2 issues to deal with, since am a new user of Zoho Books.. I hope I will be shown some direction to address these 1. Related to Sales Invoices: I know I can specify the GL Account in Item Master.
Can we add the ability to change font colors in Zoho Notebook notes?
The Zoho Notebook is really a very competitive notetaking product, which strikes the right balance between powerfulness and simplicity. There is one feature that is currently missing though that prevents me from migrating from the other notetaking apps: the
Color Picker for the Notes
Hi, I see that the color picker only supports clicking to find a color. Could you please support entering RGB numbers to find the exact hue of the color?
User Reports
There doesn't see to be any way to track users or generate user reports in Zoho CRMPlus. Ideally I would like this with agents in Desk. Examples: - User Activity Report: tells activities of a specific user over time, including most recent/last activity
Can I transfer access to Super Admin to another email address?
According to this Zoho article: https://help.zoho.com/portal/en/kb/bookings/staff/articles/bookings-adding-staff#Add_a_Staff You (super admin who created the account) will be added as a staff member by default. The super admin cannot be removed from
Layout rules that hide subforms are broken since January 1st
Hi For some reason, layout rules that hide subforms are broken now. It was all working fine forever, now the rules are useless, subforms are always shown no matter what. I have struggled with support for a few days, now they want a remote session instead
Integrate Google Maps with ZOHO Creator / ZOHO CRM / ZOHO Reports Data
HI all , On another forum discussion I told there is a workaround to integrate ZOHO Data with Google Maps . then I am getting lots of email but I could not help enough b/c of my work pressure. so I thought It would be good if I could post the process then other developers can help ZOHO users. However before proceed you might want to watch video that I posted on Youtube.com so you can see what can do ? Video link : https://www.youtube.com/watch?v=_kW1DJAf1x8&lc=z23wvvbxjkngvjf0lacdp434r453uiuqfzv0qcgb4ypw03c010c
Will a periodic time-based workflow trigger the same actions in a row?
Hi, I want to set up a monthly reporting mail with the time-based workflows. In this scenario it's possible that the same contact would receive the same mail 3 months in a row, then being excluded by not-matching the criteria for one month and then receive
Can alt text be added to images contained in a slideshow on my site?
Can alt text be added to images contained in a slideshow on my site? Specifically, the banner slideshow? Schedule
Administrators now have permissions to access the Subscription and Payment details.
Hello everyone! Hope you are all staying safe during these trying times. To ensure that your organization's email service, the backbone of communication, does not get affected due to inadvertent negligence by the super administrator, we have made a few changes in our roles and permissions to handle subscription and renewal smoothly. Earlier, any organization's Subscription and Payment information in Zoho Mail could be accessed only by the organization's Super Administrator. Now, based on requests
What does "e.verifyBtnRef.current is null" error mean?
After verifying that DMARC record was pointed to domain, a notification saying "e.verifyBtnRef.current is null" appears. What does that mean? (PS: The DMARC was succesfully pointed!)
You can't schedule further export without downloading your previously exported data.
Bigin does not allow contact or company downloads by use of tags - why is this ERROR coming up? Where is the "previously exported data??" why is there a bloody restriction? You can't schedule further export without downloading your previously exported
delete Customer Happiness ratings?
Hi Zoho. We've set up the Customer Happiness add-on. During setup, we gave ourselves positive and negative ratings, just to see what it would like in our Customer Support Portal. Now we'd like to display how good we are, but our own ratings are (as expected) not showing the truth, due to all the negative feedback we gave ourselves in the beginning. Is it possible that we can delete those entries, so all feedback is accurate? Thanks in advance! Kind regards, Alex.
autonumber displays "null" instead of the number
I have a formula that refs an autonumber field, the result is fine but when I thereafter edit a record the autonumber part of my result changes to display "null". Any ideas?? if((Legacy_Project_Number == ""),"LP."+ Project_autonumber ,Legacy_Project_Number)
Substring in client script
Hi everyone, i'm stucked on this error, it seems that in Zoho Client Script in Zoho CRM, substring() is not a proper function to use and i need to do a substring (from a string field i just requested) to call an api and get more informations. How can
Editing Columns in zoho meeting reports
I attached an image of what i'm trying to do. Want to edit columns in the reports provided post webinar to remove non important information and to add company name. Goal to more easily see contact information without having to download report Thanks!
How to fully automate Campaigns (Unsubscribes, Soft Bounces, Hard Bounce)
Hi, After successfully sending out numerous campaigns over the past couple of weeks I have now exhausted my list of emails to contact, and now I want to send a new campaign to all the same contacts. I am now encountering the problem where I have to remove
Default date format is not matching the expected format of deluge date-time functions
When retrieving a date time value of a record (E.g. "Created_Time") we receive something like "2021-12-13T13:05:33+01:00". When applying the getHour() function to this value, it will return 0 instead of 13. If I replace the T with a space, the function
Charging Customers via API
I am having an issue figuring out how exactly to best handle my senario. What I want to do: Customer signs up on my website. I want to take all customer and payment information on my website. Then in the call to Zoho Create New Customer Add Subscription To Customer Charge Customer via Stripe for the first invoice that would then be created and mark that invoice as paid. I would also like all subsequent payments to automatically be charged and the invoice just emailed after it is charged. Via the
Add Record To Form A in Application A when Form B in Application B is submitted.
Problem: I'm not able to select any forms in ApplicationA in the insert record task I'm adding to FormB in ApplicationB On Success action? I know it is more complicated to lookup a record in another application than it is to lookup a record in another form in the same application which i was able to figure out but I can't seem to find any information on "adding" a record from a form one application to a form in another application and I'm not able to select any forms in ApplicationA in the insert
Need a way to mark documents, wiki and forum as Internal or External too.
This is a huge requirement for our team. We would like to use zoho forums, wikis and documents but sometime we have some internal things to post that we don't want external users to see them. Is it possible to do it?
Refreshing new UI for the Ticket List view in the latest Zoho Desk Android mobile app
Hello, In the latest version of the Desk Android mobile app (v2.4.28), we have brought in the below enhancements. We have brought in a refreshing new UI for the Ticket List view now. Users can now customise the way their ticket list looks in settings.
How can I create standard items - a specific product that I purchase from multiple vendors?
We have standard items that we purchase from multiple vendors, example “Bath Towels”. We will purchase this item from 5 or more vendors. The product is very similar regardless of the vendor. We want to be able to commingle the product in our physical
Multiple Signatures For one agent
Hi ., We are an event management company we manage multiple events in our customer service portal is it possible to have multiple email signatures for an agent so the email seems like it has been from the race official of that event. like one
Passing an adjustment entry between Bank and Customer Account
Dear All, I am managing housing society accounts in Zoho Books. One of the member paid, say, INR 1500 as against invoice of INR 1000. The member requested to use and pay INR 500 for paying up his municipal property tax. I have been struggling to account
Customer service in 2022
2021 was not an easy year for many, but customer service heroes consistently delivered support despite barriers like time zones, language, and business hours. We take pride in knowing that our customers have been able to deliver stellar experiences to
SUBSCRIPTION PLAN TRANSFER
I have standard subscription plan , but because of some issues related deregistration of GST, i had to make new organisazion with different settings, but i cant transfer my subscription to new organisation i created. what to do now?
"\t" is not working
Char syntax "\t" is not working since new year, is there anyone with the same problem?
Send email to customer against category in new ticket
Hello, I wish to send an email to everyone who raises a ticket against a certain category, I have looked in workflow and alerts, created a template and nothing has worked. Any help please?
Inconsistency in Reporting tags makes them useless
Reporting tags can be associated to Item Contact Transaction However the idea of tags was strangely implemented by Zoho Books developers. Let assume you have a tag associated to an item (in Item module). For example the product is from Germany, so you
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