Estimate Page Margins and format
Hello, I have an issue with the estimates. I have rather long description of item which I need to mention on each estimate as our products are custom industrial products and not standard commercial products. Now the issue is, if I view the estimate in
CRM Mass Email reports incorrect statistics
Upon sending a mass email, the Email Details report indicates incorrect statistics. For example, in the attached screenshot, 7 bounces are reported. When I click on the number 7, I can view the bounced email addresses. However, there are 19 listed. I
Unable to set business hours
Hello, I was trying to set the start of the week to Monday, company-wide. I found the tutorial that shows going into setup -> General -> Company Details -> Business Hours However, when I click on that tab, nothing happens. I have tried on multiple devices
Just a thought when creating a Flow
I have been creating a flow, that is working fine, however one small point that was mildly irritating! Like most people we use and would want only to integrate very few third party apps with a flow that we actually use. The list is endless of possibilities,
Domain needs reverification. Cannot send emails, but can receive.
My domain recently expired but I renewed it, and my email doesnt work all of a sudden. I can receive emails just fine but I can't send them out. I have put the right CNAME and MX records but it still will not work. Can an admin help me out?
How to get all contacts that are not currently linked to an account?
I am trying to get a list of contacts that have accountId field of "None". How can I do this? Also, I would also like to know how to get the total count of contacts. Thank you.
How to show income
I am a freelance writer and I get payments from clients. In Zoho books I added a payment I received from Banking > My Bank Account > Add Transaction > Money In > Payment from Customer. After that, when I checked the income report no income was still
Send email via smtp is not avalible in free plan?
Hello. I want to send an email from my website via SMTP. But it doesn't work. I'm using the Zoho free plan. Is it possible that SMTP is not avalible in free plan?
Zoho CRM SDK - How to trigger a function on load?
I have created a widget that retrieves the Current User details of the current ZOHO CRM logged in person. I have a button that takes the Email of the Current User and filters a database based on the retrieved Email. I currently have this working by clicking
Triggering email notification workflows after a custom function
Hi, We are trying to automate some (what we thought were) basic processes in our business to enable us to grow. We are wanting to trigger an email from the CRM to a lead, that includes by fields populated by a custom function (that pulls from our SQL
Synchronization helped and getting no support
My Synchronization between ZOHO Analytics and ZOHO Finance has failed from last 4-5 days and getting no support. Every time I am getting one simple Message of "Please have patience". Worst service no ways to connect with support team . Customer care no
Bigin Astuce #8 : Workflows
Bonjour à tous, Découvrons aujourd'hui comment la fonction Workflow dans Bigin vous aide à automatiser les tâches répétitives. Lorsque vous lancez une vente, votre tâche principale est de répondre aux besoins de vos clients. Mais parfois, vous perdez
Zoho Assist Customer app not localized
We where planning to use Assist to give support to our customers but have found out that the app for customers is only in English. Are there any plans to localize it into Spanish? we have had to step back the plan and begin looking for alternatives
Zoho Social Custom Domain
Any plans for Zoho Social Custom Domain?
Remove Best time for from the top bar
Hi Guys, How can I remove this Best time for from the top bar? We don't use and don't it's showing at the of every page. Thank you!
What's the endpoint for branches on Zoho Inventory api?
Is there an endpoint for branches? In this documentation: https://www.zoho.com/inventory/api/v1/, I can't find the endpoint for branches.
Tip #5: Customise your widgets to display data from external apps
Did you know that you can customize widget information based on the customer? There is always a need for something dynamic. This is possible only when we pass the context to the widget code. SalesIQ allows you to pass a bunch of contexts to the widgets
Solved: Video Lead Magnet with Zoho Forms - Seamless Video Preview & Registration Form
Dear community, I'm sure you've encountered video lead magnets before. An interesting video is offered tastily, so that apparently the video starts with a click. After that, however, the form for requesting contact data is displayed first. Only then does
Default Type of Notification as Pop Up
In Zoho Calendar, where do I set the default type of notification (reminder) for calendar events that I add? Likewise, on my iPhone, where do I set the default type of notification? I prefer to have notifications (reminders for items on my calendar) to pop up, rather than be emailed, in order to cut down on the amount of email messages in my inbox. Thank you in advance, Wade
Pull Data from Zoho Books to Contacts Module in Zoho CRM
Hi, I've integrated my Zoho Books with Zoho CRM. For every contact that I have in my Zoho CRM, I wish to have the following three fields: 1. Total Sales 2. Total Receivable 3. Due Receivables (based on the Account the Contact belongs to) How should I
i can't create zoho mx record in name.com dns records
hi i can't create a zoho mx record in name.com dns records When i try to add a zoho mx Record, this message apear to me ( Record conflicts with an existing CNAME record on the same host ) this is my website : http://www.ebda4design.com/ I attach a snapshot from my name.com dns records what should I do to create mx zoho record in name.com records to point my MX Record to zoho mail account to be able to receive message in my zoho mail inbox Please help me best regard
Credit note related to a pre-implementation dated invoice
I have a customer returning goods for a pre-implementation dated invoice, thus the invoice does not exist in Zoho. Previously, I have entered Opening Balances for Customers and Inventory. A Credit Note in Zoho books cannot be issued without selecting
Not working on Outlook iPhone app
I had my custom domain email with Zoho set up on my Outlook app on iPhone, but the last update removed my accounts. I've tried to add it again using these instructions, but it tells me it is unable to log in. Does Zoho Mail no longer work with this app?
Unable to send emails
Buen día, Por favor su apoyo, en el dominio aproprisco.info al intentar enviar un correo electrónico me muestra el siguiente error "553 retransmitiendo dominio inválido no permitido". Ayer se reconfiguraron MX y TXT, pero el error aún persiste. Atentos
Private Extensions in Zoho Projects
Extensions are used by developers to build and host their applications. In Zoho Projects, users can add new features or host third party applications using extensions. By integrating with Zoho Sigma, these extensions can be shared within the product among
Adding a consecutive article number in the article list in the user-defined layout
Hello, since we are developing our custom layout (in HTML) for estimates, we need the item list with consecutive numbering before the item description. So starting with 1, then 2 etc. Is there a hidden% variable% that I could use? Thanks.
Đóng bìa mạ vàng và những thông tin không nên bỏ qua
Thường ngày, bạn đã bao giờ thấy những cuốn đóng bìa mạ vàng đồ án, luận văn tốt nghiệp, chắc chắn rồi đúng không nào. Chúng không giống như những cuốn sách, cuốn vở mà chúng ta sử dụng hằng ngày, đặc biệt hơn, tính trang trọng và tinh tế của những cuốn
Department Id
Where can i find the department ID?
Dynamic content
How is "dynamic content" implemented in current version of Sites?
Collaborators who has "edit" access wasn't able to edit the file
All of my collaborators in a specific file have "Edit" access, but they cant seem to gain access on the file, they are under "read only". I tried removing and adding them again but still no success. Anyone who'll give answer will be appreciated. tha
ZOHO SUBSCRIPTION TERMS AND CONDITIONS
How is it possible that there is no option to add the TERMS & CONDITIONS link. This is a website, we collect customer's data and credit cards. There should be an option to add PRIVACY terms. It is not legal to ask for a customer credit card and not to
Migrating data from Contacts to Accounts
I have created my companies database of customers as contacts with attached accounts to represent the company they belong to. Now my boss wants to have the information which i already placed on the Contacts, to be available in Accounts. This means adress,
Using Credits
My client has an $800 credit which expires in October. We recently changed oursubscription from 21 people on CRMPlust to Zoho One and renewed an annual license for 26 people During that switch, my client (super-admin and business owner) spoke with a
My Actions page
Can we add detail to the my actions module? Make it customizable. We often have candidates attached to multiple jobs at once, which with the current level of detail, would be impossible to know what job you are moving them forward on. right now it show
how can I manually add a lead to a journey?
Anyone has an idea how to manually (!) add a lead to a journey? I have a couple of journeys up and running but now I would like to add a single not-so-new lead to a a new customers' journey. How can I do that? I did not find any solution so far, neither
Activesync for outlook 2013
Dear Sir / Madam, I wonder why I can't configure this email as active sync in microsoft outlook program. I have managed to activate it in my Iphone, but I need it on my microsoft outlook 2013 as well, in order to synchronize the calendars and contacts. I've got this error "Log onto Exchange ActiveSync mail server (EAS): The server you are trying to connect to uses an unsupported version of Exchange ActiveSync. The server is using version: '10, 20, 25, 120'. Contact your server administrator or Internet
Phone Field Format
How to use my custom phone field mask? i would like to use another instead the international or the ###-###-#### Thael
Export Survey results into a PDF with signature
Is there a way to export survey results individually and show a signature for each one? Ideally I would need each survey response to export as a single page on a PDF. Simply printing out the results combines all results together, and exporting the results
Task Automation Is Terrible In Zoho Projects... Why?!
My team does the same thing... every single month for every single client. Think of it like this... Parent Task >> First thing we have to do >> Second thing we do 3 days later >> Last thing we do 5 days after the second thing Every. Single. Month.
No permite el ingreso al correo.
Buenos días Desde el día 23 de agosto no nos deja ingresar al correo y desconozco el motivo, siempre que se intenta ingresar nos lleva a la misma pág. .. solicitamos por favor ayuda o indicaciones de que se debe hacer, por que es un correo empresarial
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