Add Invoice CRM API
Hey guys, There seems to be very little documentation about inserting invoice through API in ZOho CRM. I am trying to push this data: $fields['data'][0]= array( "Subject"=>"Development Work", "Invoice Date"=>date('Y-m-d'), "Account Name"=>'NetON
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
Team, When i try to send mail through ZOHO mail i am getting the following error. "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" Can i get some help on this. Thanks
Why can't we copy task list?
Why can't we copy / clone the task list in the project? I can only copy one task few times. Or i can make a template of task list and then implement - but when we do it we make a trash in templates.
Refresh Page Or View After Workflow-Triggered Rule // quoted items
Hi, The field that were updated through a worklow rule are screen updated automatically.. BUT, it seems the quoted items lines aren't. Is this correct? If yes, is there a way to refresh the page? Thanks
Reassign all task from one employee to another
When an employee leaves the company - how can assign all his task to another employee?
Unable to save template.conf file
Hello, I'm currently unable to save "template.conf" in the template editor. Attempting to save the file results in the sparsely informative message, "Error in the file". The following is the file I'm attempting to save: { "name": "ISR-Current",
Sales Orders Custom Status not appearing in Zoho Books Android App
Hello, In Books we can create custom status for sales orders, invoices... etc, but in the mobile app these status dont appear, instead it is appearing the "original status". Are there any plans to include this in the mobile app?
[Feature Request] Zoho Books and Inventory | Item Amount Based on Custom Numeric Fields
Currently, the item amount = # of units * rate per unit. Suppose, we have four fields F1 (% data type), F2 (% data type), F3 (Numeric data type) and F4 (Numeric data type). Would like to update item amount = # of units * rate per unit * (F1 + F2) + (F3
How to deal with Credit Notes in Zoho CRM
Anyone have a nice method for dealing this within CRM? You can invoice from it, but no Credit Note facility.
how to convert amount to letters in quotes & invoices
Hello, it seems impossible to display the total amount of a quote or invoice into letters ! So here you are a script that can do this for FRENCH amount to letters, it supports French /swiss french / belgium french variants. Hope you can do something to
Pay Invoice via Stripe or 2checkout - optional
Hi, We are trying to use Stripe and 2checkout for payments in Zoho Invoice. However, whenever a user tries to pay the invoice, only 2checkout option is being used when both of these options are checked. Furthermore, if we deselect any, the other option
Remote Service Connectivity
Any one here aside from us having difficulty right now with remote session? It seems it started earlier this morning GMT+8 time.
Zoho Analytics : How to transfer "Zoho Databridge" and "Datasources" ownership
Dear Zoho Agent, I'm looking for a way to transfer "Zoho Databridge" and "Datasources" ownership but I cannot find a way or Document to achieve. Could you please provide me an information? Best Regards, Karanig Nititham
How to transpose a table in Zoho Reports?
Hello, I am trying to figure out how to transpose a table in Zoho Reports - I want to display in a Report the transposed table rather than the table itself. The Pivot function does not seem to do the trick. Any help is appreciated! Best, Jose
Policies - Word of the day #18
Zoho Learn provides hub-level and space-level policies to manage the actions of the users in your hub. The hub admin can decide which users can create spaces and courses in your hub. They can also enable or disable external sharing and email notification
Report Of the Week - Customer Retention Report
This week we will see how to create a Customer Retention report based on your CRM data. This lets you know how better you are engaging with your existing customers and make them continue buying products or services. Here we will use Zoho CRM data as an example. This can also be achieved in Salesforce CRM, Microsoft Dynamics CRM, and HubSpot CRM by slightly modifying the queries. To create the customer retention report, you need to create the following Query Tables. Customer Start Date Invoice
Can't open Zoho Workdrive Application on my Mac
I had installed Worksdrive for Mac. Synced one folder succesfully on my Mac. Then transfered a large volume of data from Dropbox to WorkDrive, which is working perfectly in my browser. Now I can't restart my WorkDrive Desktop app anymore and ad the syncing
Any way to override SalesIQ marque detection when determining the current page?
Hello, It appears that SalesIQ derives the page that the customer is currently accessing from the page marque. In most cases this is all well and good, but if the marque is dynamically updated, this can make it rather unusable for the purpose for which
Only an abbreviated list of Commerce scopes are being exposed through the connector
From the generated OAuth2 authentication window's URL, it appears that only the following scopes are being created, despite the fact that all triggers and events are being selected. ZohoCommerce.contacts.ALL ZohoCommerce.items.ALL ZohoCommerce.organizationprofile.READ
Views and visibilty
When looking at the list of available views, it is not easily discernable what views are must visible to me, visible to the team or visible to everyone. It would be nice if there were Icons or something to differentiate these view in the list of vie
How can I change the role of an agent? Zohodesk is automatically making everyone "CEO" and there is no field for me to edit that
I have the default "CEO" and "Manager" roles in my account and I know how to add more if need be. However, every new agent that I create is automatically assigned the role of "CEO" and when I click to edit the agent's role, there is no field that allows me to make an edit to that. It's the weirdest thing. How do I solve this?
Set width and height for modal box
Hi, please, help me. I i follow this guide for modal box: https://www.zoho.com/desk/extensions/guide/#modal-boxes but modal box width only 430px, height 200px. http://joxi.ru/J2bPNgJiV113kr How can i set custom values for width and height?
Option to archive Default Ticket View.
Hi Team, Hope you're all well. Yet another feature request :) I was wondering if you would consider the Option to archive Default Ticket View. Currently this is only possible for Custom Ticket view and the list is very long, often not used by everyone.
Images load properly the FIRST time but not afterwards
This is quite frustrating because it's SO close to working correctly! It starts out fine. If I start a campaign, put in images, resize them correctly, and send it out - it looks great. Below is how it looks in the editor AND how it looks in the received email. BUT if I save the campaign and come back to it later, THIS is what I see. Now, if I send this campaign AS IS (no changes to try and fix the image), this is what the received email looks like: Essentially, every time I reopen a campaign or try
Archiving messages in Mac Mail App
Hi, I'm using the Mac Mail App with a Zoho account, with the IMAP settings. It all works, except that when I choose to archive an email, from the inbox, in the app it starts showing only in the Archive folder, but in the webmail or in a mobile device with ActiveSync, that email will still show in the inbox, as well as in the Archive folder. If you archive from a mobile app with ActiveSync, it all works. What can I do to change this behavior? Thank you.
Timesheet field layout rules
Is there a way to control the ability to view fields on Timesheets based on Roles, or with a layout rule? We want to display a field for Timesheet Approvers only, without the user entering time seeing the field.
MX Verification is not working after Domain expired and re-enabled.
Hi, We had the domain expire on August 2nd and we re-established it but the MX verification is not working and so the relay is failing and giving back 553 errors when trying to send emails. We have the correct MX records set up because we are still receiving
Set up TeamInbox with Zoho Mail group as sender address
I'm trying to set up Zoho TeamInbox using a group as per here, but I don't see how to set up that group's email address as the sender address in TeamInbox as the group doesn't have SMTP account credentials. How can this be achieved?
Visual Editor Webinar
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Credit Points for Merge
I am trying to merge my Zoho Forms data with Zoho writer but there is an error saying "Reason: Credit points limit reached for your organisation. Please, purchase more credit points to continue." This is my first attempt at merging so I have never used
Add Webhook with several parameters to function in Zoho CRM
Hello, I was trying to send a webhook with several parameters within a function in Zoho CRM (via Workflow rule). I tried to do this with this code, but it returns an error: Error due to - 'Internal Exception' Line Number:5 urlData = "https://hooks.zapier.com/hooks/catch/XXXXXXXXXX";
How do I import Invoices from Freshbooks?
We're wanting to move from Freshbooks (FB) to Zoho Invoice for a few reasons. We have a lot of invoices in FB and would like to move them over. For some reason FB's invoice export is very weak - it only exports: invoice_number organization fname lname amount paid po_number create_date date_paid terms,notes Is there a widget or a way to port the invoices over using the APIs? It is literally impossible to do with the FB export - it simply lacks the info needed for the ZOHO import. Jacob
How do I add multiple follow ups to a contact?
I'd like to use activities to create sequences. For example: Day 1 - email Day 3 - add on LinkedIn Day6 - msg on LinkedIn if added Day 9 - Follow up email etc... I want to do this in CRM specifically. Is it possible to bulk create these activities for
Sales Order is delivered when converting to invoice
Hi, When using the function "convert to invoice" in the Sales Order, once the Invoice is created the Sales Order changes it's Status to "Delivered". IDK if this is normal behaviour or I'm doing something wrong here, but I would like the sales order to
Quoting for Upfront & Monthly prices
I'm finding it so difficult to setup Zoho CRM to manage my Upfront and Recurring pricing structure. I know the Zoho CRM quoting functionality doesn't deal with being able to quote recurring costs; I can add the custom (recurring price) fields in and show them on the quote pdf but I can't show separate totals for both my upfront costs and my recurring monthly costs. Surely, there must be someone out there that has managed to achieve this, one way or another?? I don't think I am the only business using
Wordpress HTTP request for insert the form data in Zoho CRM as Leads.
I am making a WP plugin there I used a form, where I will input data , I want to show all data in Zoho CRM . What is the HTTP request structure??
Zoho Crm and Zoho Books Integration Problem
I integrated Zoho CRM and Zoho Books each other as two-side sync. I have synced Vendors, Contacts, Products, Invoices, Sales Orders and Purchase Orders modules in CRM with Customers, Items, Vendors,Sales Orders, Invoices, Purchase Orders in Zoho Books. I
We might need a conditional formatting field?
We have created a section in the leads module called XYZ this section has several fields; four (4) Pick List Fields and four (5) Multi-Line fields. We want Each Pick Option within the field to have a weighted value that we can later sum. For example Our
Unblocking my Account
Hi, I recieved this error named 'Sender Address Blocked' while sending messages on j.jose@tipsterrnsmgt.com Please solve my issue With Regards Jose
"Unsafe attempt to initiate navigation for frame with URL" when trying to use stateless form filters on embedded report views
I have various stateless form filters and report views embedded in my PHP website. Until recently the workflow of using a form to openURL with an inframe target to an embedded report and pass in filter options worked fine, however now I get a "Unsafe
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