Emails keeps sending repeatedly every day at 2pm
I have sent previously email to one of my clients, and for few days in a row the same exact email has been sent out to him at 2pm. Today I connected to zoho at 2pm and the website showed this, at the same time client called me and told me that he recieved
Zoho Calendar sync to Zoho CRM adds the Calender event to CRM as a task
I am using Calendar as my integrated calendar When I create an event in Zoho Calendar, the event syncs to Zoho CRM as a task in the task list, not as an event in the Zoho CRM calendar. Events created in Zoho CRM calendar correctly sync to Zoho calendar
Dynamic Filter for Lookup field
Hi all, I have a dynamic Lookup field. Each record in the "Sites" form has an "AMUser", and the current user sees a filtered list based on this. The lookup is configured like this: must have Site1 ( displayname = "Site" type = picklist values = Sites[AMUser == zoho.loginuser].ID displayformat = [ Site_name ] sortorder = ascending searchable = true width = 206px ) However, I'd like to nest this in an If statement so
Are Changesets Missing from new Zoho Projects UI?
Are Changesets Missing from new Zoho Projects UI? I've looked everywhere and cannot find them nor any links to view them.
Data backup for Zoho campaigns
dear community is there any way to backup your all data (campaigns, reports, workflows, settings etc) on Zoho campaigns? best umut
Deleted Zoho Mail Contacts
All of my Zoho Mail contacts have been deleted. I have not done this and would like to know what has happened and how I can retrieve these missing contacts?
CONFUSED: Marketing Automation and Campaigns
Hey Zoho Team! So...it's been a few years now and I am still very confused about the relationship between Zoho Campaigns and Zoho Marketing Automation. I have read other threads with users having the same confusion, and although I'm glad I'm not alone,
How do you add multiple accounts on zoho app on iPhone
I would like to add multiple email accounts on the zoho iPhone app
Export
I can't get Sheet to export. It says Explorer is protecting me, then gives me the opton of exporting, I click on it and the sheet I'm working on is replaced with a blank sheet. No downloading.
Manage Quotes from multiple vendors
When I asked someone the rate of the product, tau more than 10 vendors gave me the rate for 1 item, can I manage it somewhere
Zoho email
Hello Can someone tell me how to prevent the tabs in Zoho email from happening? Every time I open an email, a tab pops up on top, and once I get to a certain number of tabs open I have to delete the tabs to make room.
advance from customer
We receive 50% advance once the order is confirmed. After supplying the material we raise the invoice. I like to show that advance in the invoice. How to do that?
Can I use PageSense on my other website that's not hosted on Zoho
Hi, I am a Zoho One customer and want to use Zoho Pagesense on 1. my store built on Zoho Commerce 2. my other site that's built on some other platform ( my teaching/coaching website maratheartstudio.com is bulit on NewZenler Course platform). Can i use
Pull CRM formula field to ZOHO Inventory
I have products in CRM and Items in Inventory integrated we need a fuction to calculate Market Price and selling price based on the price of the ITEM GROUP!!! I hve created 3 fields namely base price, factor 1 and factor 2 in CRM and inventory and its
Multiple buttons
Hello, I am wondering if there is a way to set multiple buttons on the same line on my homepage. I've tried simply clicking and dragging multiple buttons to the same line, however it will only place them above or below the current button. Does anyone know if this is possible with Zoho sites? Thanks.
SSL for my Zoho commerce site
Hi, I have configured a custom domain for my zoho commerce site mandarmarathefineart.zohocommerce.in Please install SSL for it. Also, after you install SSL, if I start using Cloudflare for my site, will the SSL have to be installed again? Thanks, Ma
Mass closing of tasks
How do I close or delete hundreds of tasks in mass for me or one of my reps?
ZOHO DOCUMENTS --> ZOHO WORK DRIVE??
A
What is the difference between "List view" and "Quick navigation" under the category settings in the help desk?
Hello, I was wondering wgat is the difference between "List view" and "Quick navigation" under the category settings in the help desk? I see in the articles (when in "Quick navigation") a 'next' and 'previous' button. But aside from that I see no di
Zia Insights
My Client is having an issue using Zia Insights on her dashboard Her dashboard is accessible to her as a Published URL with the following settings selected (images below) When she selects the ask zia option in the top right portion of her graph, she repeatedly
Is it possible, and if yes, how to move/transfer a whole ZOHO site to another provider?
Hi all, I would like to know if I have the chance to move one of my ZOHO websites to another provider? If yes, could you please let me know how it works? Many thanks in advance. KR Birgit
Messages to WhatsApp
When it plug-ins to send WhatsApp messages to candidates or clients. This facility is available in Zoho CRM so why can't it be given on Zoho recruits. WhatsApp messages tend to be more efficient than emails.
I charge customer a "shipping charge", carrier charges me that total. How do I correctly journal...
As the title mentions, for example: I charge the customer $100 for shipping on the "shipping charge" box on the invoice. I receive a UPS bill for $100 that I mark under the postage account in expense. In the journal, I will see the $100 which will be
Print & Template of Goods Receive
There is no Template to print Goods Received. If you can't make or of it will take time for you guys to develop the same. Request to make us enable design our own Template through HTML Editor. Out businesses faces problems due to your system.
Expense Templates
There are no Template to print Expenses. This is really basic thing for any kind of Accounting software. If you cant make the same request you to enable some editor such as HTML editor. So we can make by myself. Please don't advice to take direct print,
COMMISSION ON SALES
Hello how do i record a sales commission deducting TDS @0.5% to an individual.
GDPR- Unlearn and re-learn: Busting the GDPR Myths
If a sapling was planted every time there was a misconception about GDPR, we'd have probably defeated global warming by now. Any new revolution, be it in technology, philosophy or any other dimension, always creates chaos and confusion during its inception, bringing along with it, a plethora of misconceptions as well. However, it is time we got it all cleared from our heads. You might have been a victim of this contagion as well, or have you not? Let us unlearn the (un)popular misconceptions and
Zoho cretor + zoho books integration
So been given this recent task, create a form for new customers and integrate it with zoho books. I know almost nothing about Deluge or zoho platform. anyway this is what i have achieved so far: 1-Create the form ✅ 2-On form submission->create new contact
How to Close Labor PO
How does one force close a labor PO with un-billed items? Example: I have issued a PO for 120 hours worth of work to a contractor. They complete the job and bill us for 118 hours. The PO is still open in our system, and I can't find a way to close it
Workflow automatin after Email is sent
Hi When an email template is sent (or an email is sent) from Sales order, can i automatically register a field in the sales order to indicate date email was sent (or status of sales order Email has been sent YES/NO and recipient email or name field also
Tip of the Week: Show Total Value and Data Label in Ring Chart
A Ring/Doughnut chart is a circular chart, akin to a pie chart. This chart is especially useful in finding the contribution of parts to a whole set, contribution of each element that adds up to the whole composition. Some examples of Ring/Doughnut chart may include sales across regions, marketing spend in various channels, rainfall distribution etc., In Zoho Analytics, you have an option to Show Total Value and Show Data Label in a Ring/Doughnut chart. By default, the total value will be displayed
How to make formula field in ZOHO CRM?
I am working with ZOHO CRM. I want to make formula field in "Quotes.Payment Type". The feild is pick list. Post as payment on Account (SA) = 4 - SO 000001
Post as payment on Account (SA) = 4 - SO 000002
Post as payment on Account (SA) = 4 - SO 000003
Payment
Zoho Connect - Issues opening application on a Mac
Hello, I downloaded Zoho Connect on my apple laptop yesterday and I am not able to open it. I keep receiving an a error message, that says the software needs to be updated. I have attached a screenshot for visibility. Please advise on how to resolve this.
shipping note
Hello, I would like to know how to create a delivery bill. Namely, I made an offer to a customer, which he accepted. Now we have started with partial deliveries. For this I would like to send him a delivery bill, which he can sign. How do I do that with
Performance Dashboards for Single posts
Is there any way of analysing how a single FB or Insta post is performing using Zoho Social Dashboards. Is it possible to also do this by hashtag or keywords. If we post multiple posts on Facebook in a single day, we would like to see how each post
Expenses VAT Import
We use external receipt system for expenses and recently started recording the VAT - I cant find any way to import the VAT on expenses import - is this a missing feature? Some have no VAT on and some different rates so we cant just add VAT on all on
Gestion des employés
Un système de gestion des employés est conçu pour s'assurer que chaque département soit bien gérer et rationaliser les activités des RH. Ces systèmes sont structurés de manière à surveiller, évaluer et contrôler avec précision les heures de travail des
Bill Function
Hi I don't seem to have Bill function under purchases, only the Expenses option. How can I record a Bill from a vendor that will be paid in 30 days ? Thank you in advance
E Way Bill Generation from Zoho Books
If I have Invoice which includes Goods and Services both. For example 4 type of Goods and 1 Service (say Freight). When I generate Eway BIll for the same, it includes service as Quantity. It shouldn't happen. Eway bill is only for movement of Goods. This
"Sentiment Analysis for Zoho Desk" Extension Issue - Picklist values on the "Preference" tab are not being populated
I've managed to authorize this extension by opening my Desk account on our Microsoft 365 admin's PC and letting him make the authorization process via his MS365 account. Right now the extension is asking us to make the settings on the "Preference" tab
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