I don't receive password reset email for my superadmin account
Hello. I don't receive password reset email for my superadmin account. I had received email for this account (hello@******.company), but I don't receive for my superadmin account (info@******.company). How can I handle it?
Why the API pages are Forbidden ?
403 Forbidden We can't use anymore this API ? What is the restriction with the free version of Zoho Invoice? Are you plan to do FacturX with PDF/A3 for the french government ?
Customer-specific default Payment Mode
I have been able to set a global default for the Payment Mode (e.g. cash, cheque, credit card) when recording payments in Zoho Invoice via "+ Configure Payment Mode" in the Payment Mode drop-down when entering a new payment. I would like to be able to
SEARCH ITEM USING "CONTANS" FUNCTIONALITY IN ZOHO BOOKS WHILE CREATING AN INVOICE
Use case- let's say the Item name is- "A ( B ) A - Beauty & Care:Antioxidant Booster" I want to create an Invoice and I will choose an Item by typing "anti" and the above item should appear. Right now, search does not show anything while creating an invoice.
Attaching External Images to Invoice Templates
I have built a template that uses external images (stored on http servers) to display really good looking invoices. In the browser the images show up fine in the template. (<img src="http://xxxxx.com/images/invoice.jpg">) but when it prints to PDF, the only image that shows is the LOGO image that was set in the settings. Is there a way to get your PDF builder for ZOHO INVOICE (AND ZOHO CRM) to include external images in the Invoice?
Problem with taxes in retainer invoices
Hello. I have a problem making retainer invoices in Spain. I issue a retainer invoice with taxes included. Then I apply that retainer invoice to a total commercial invoice. However, according to Spanish law, you should only deduct the total amount of
Field not updating
Hi All Please have a look at my code and guide me where I have gone wrong, I juts cannot get the field to update in the form "Expiry Date" even though it says the codes executed fine. records = zoho.crm.getRecordById("Contracts", 4994407000000384299);
Project Preview Cards in Cliq
Hi, we often send Project Links on Cliq. What is great: they generate an in-line preview in Cliq What is not great: they take up a lot of space See attached image The reason it's wasted space is it's showing "owner", "start date", "end date", etc, but
Free webinar: Zoho Sign in 2021 - A live Q&A with our experts
Hi there! Has Zoho Sign played an integral part in helping your business operate remotely or go paperless? Want to know how it can help you even better and transform the way your organization does business? If so, we invite you to join us next Tuesday,
Date of resume attachment
I am trying to find a way to store the date a resume is added to the system. Once a resume gets old it is not as relevant even if the candidate record has recently been modified. Is there a way I can optimize being able to search resume attachments based
New filters for Zoho Workerly's Shift Scheduling feature!
Hola! On the scheduling board, you might have noticed that Zoho Workerly used to list out only those temps with the 'Active' temp status. At times, you might be missing out on having the most eligible temp for the shift. At Zoho Workerly, we know
smtp; 554 5.1.8 Sender Address Blocked || Your account ************@zoho.com has been blocked due to security reasons || Block Type: Block Type: Mail Outgoing blocked. Unknown
For any support or queries, kindly contact support@zohomail.com Hi, Please kindly un block my account... Also, due what exact reason s my account was blocked?.. Thanks in advance!.. Regards, Sergii O. Tkachenko
Zoho Projects 2021 - Year End Roundup
We started off the year 2021 with the release of Zoho Projects 7.0. We simplified the user interface by switching to a single-page design and we have been constantly adding new tools and features to make it easier for our customers to stay on top of their
Create Record with Subform
Hi, I am looking at the possibility of adding a subform to a module that will create multiple new records within the contact module, is this possible? Thanks
Populate subform from a Multi Select Field
Hi All Hopefully someone can oush me in the right direction. I have the following modules: Accounts Products at client ( Ours and compititions ) Contracts The contracts modules deals with the ocntracts at the cleint, their can be more than one product
Auto Number Prefix
Is it possible to write a rule or function that generates a prefix for the autonumber generated based on a field in the form? Kind Regards
Projects iOS app now support Global Search
Hello All, In the latest version of the Zoho Projects iOS app (v3.5.3), we have brought in support for global search. The global search feature lets you find results with a matching search key across various modules from one spot. You could search across
Number of Scheduled Posts
Is there a way to see how many scheduled posts are currently scheduled?
How to get Zoho CRM to trigger Microsoft 365 Power Automate
I found a workaround to get Zoho and Microsoft 365 Power Automate to "communicate". I guess it's only one way, but I'm just happy I was able to get that far. I'll explain what I did in case it helps someone else. I'm sure you can tie the API and REST languages together somehow, but I'm not that good at writing code yet. Here's what my need was: When new Deal Created in Zoho have Microsoft 365 Create a Sharepoint Folder named my "Zoho Auto Number - Deal Name" #1 - In Zoho create a new Email
Zoho Books time tracking & user permissions suggestions
Hello, I am starting to finally utilize the Zoho Books time tracking functionality with employees. While a novel endeavor that I want to continue using, I find it very limiting at the moment and have some suggestions. 1) Why does all time entry have to be tied to a project? I work with sub contractors that need to be enter time for invoices they work on without having a project/invoice setup yet in the system. This also leads me to go onto my second item... 2) How come there cannot be more granular
Cannot figure out how to Add Up Formula Fields in CRM
Hello, I created a few formula fields in Zoho CRM and wish to get the total sum of those formula fields. This has proven very difficult to do. I looked at the custom functions but do not understand how to implement them or what the property syntax
Google Contact Sync - Address Sync Error
Hi! I have set up google contact sync, but I am having trouble with getting addresses to sync correctly. I have created 2 custom "textarea" fields for contacts called "Work Address" and "Home Address", and I have set up my mapping as follows: While the
Batchwise Report
When we fetch Batchwise Report from Zoho and if we apply date filter. If considers the date of Creation of transaction and not date of Transaction. For Example, one Bill was created on 20th December 2021 and date of Bill is 15th October, Zoho considers
Batchwise stock availability
If my Batch no. comes into existence in December 2021 (For Example 20th December 2021) through Bill. If I try to make sales transaction of November 2021 I am able to use abovementioned Batch. This is really error on Zoho programming level. Because in
Sales by Customer
Hello, I am trying to run the Sales by Customer report on Zoho Inventory but it says "There were no sales during the selected date range.". This situation is really weird as the Sales per Item report runs just fine and I just used Sales by Customer report
Problem Contact Page Zoho with Shopify
Hello (first of all I am french, excuse my bad english spelling) I have a shopify Store, I did the entire configuration with this link https://www.zoho.com/mail/help/adminconsole/shopify.html?zredirect=f&zsrc=langdropdown&lb=fr All is working, I can send
Keeping track of Urls that lead to 404
Does Zoho track the URLs that users tried to access but were taken to 404s? If such a track is kept, I can set up 301 for each such invalid URL. SEO plugins for wordpress keep such a track and that's why I am asking you about this. If Zoho keeps track
Get stage history and lead status history in bulk
Hi I'm trying to get this endpoints https://www.zohoapis.com/crm/v2/Deals/Id/Stage_History https://www.zohoapis.com/crm/v2/Leads/Id/Lead_Status_History It works via rest api v2 but data is too large. It takes too much time to get all data and it explodes
Introducing temp availability for your Zoho Workerly account
Hola! To have a long and successful relationship with your clients as a temp staffing agent, you have to be efficient and quick in delivering the right temps for the right jobs. At Zoho Workerly, we believe better communication means faster scheduling.
2 new updates live in Zoho Workerly!
Hola! The team at Zoho Workerly is happy to be bringing you some long-awaited updates. With 'Who is Working Today?' and 'Pre-Check In', - here are two more enhancements designed and developed to meet your business needs. 'Temps Without Jobs...' -
Custom Prioritization Calculation Zoho Desk
Hello, I want to apply RICE prioritization by using custom functions (or maybe some other approach). Here is a sample of what I am trying to achieve -> https://drive.google.com/file/d/19Uwjjfli23FV7-p8SiRcUspHw13dWH8f/view?usp=drivesdk I would like to
help text not poping up when i select the cell
Hello, I have been trying to get the help text for the cell for which i have don data validation. When I click on the cell I do not get the help text. Is this a settings issue? can you please help. this function will really help me create a better sheet.
Calendly API 2.0 extract Answers to questions
In the old version of Calendly I used to extract phone numbers by using ${trigger.questions_and_responses.1_response}. In 2.0 I can't figure out how to get the same information. Answers aren't numbered in the same way. Each number has a position 0, 1,
Writer Mail Merge Button
Hi, I've created a dynamic document with Writer and added the form fields I need. When I do a mail merge proof everything works and the document compiles well. Now I would like to insert a button in the CRM module tab to automatically create the document
#9 Zoho Books Digest
Hello readers, Hope you all are keeping well. We are back with the 9th edition of Zoho Books Digest. Here's what we have in store for our community this month. Upcoming Event Title: KSA E-invoicing Seminar Description: Zoho Books is coming to Saudi Arabia!
securing help center login
Other than painfully moderating signups, is there another way to secure a help centre? say by domain? Can domain access be added to the permissions page? My use case is for an internal helpdesk. Another use case is rather than help center's by brand one
Implementation of the ABRY Scheme in Zoho Payroll
Hello everyone! The Government of India has introduced the ABRY (Aatmanirbhar Bharat Rojgar Yojana) Scheme to increase employment and to reduce the financial burden of employers in various industries during the COVID-19 pandemic. This scheme is implemented
Regulate Support Tickets' Visibility In Zoho Desk Integration
Dear All, Greetings! When Zoho Desk is integrated with Zoho CRM, tickets raised by a customer in different departments are associated with their respective records in CRM to enable users to access and manage customer queries directly from the records.
point credit for customer
Is there way we can give points/ credit points to customer? ie, we have royal customers who refer lots of their friends to us. Hence I want to give them "point" and they can exchange to our gift product in the future. Similar to frequent flyer points
Zoho Finance Limitations 2.0 #17: Can't sync Books Customer Tax Fields (Entity/Use Code or Exemption Number) Double entry required
Similar to the limitations listed at: https://help.zoho.com/portal/en/community/topic/zoho-finance-limitations-2-0-12-cant-sync-books-system-fields-item-category-or-preferred-vendor-to-crm-products-double-entry-required Summary: Our reps add customer
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