Bookmarks - Word of the day #17
Bookmarks are a great way to save and organize content that you want to read later. You can bookmark articles and manuals that interest you and revisit them. To learn how to bookmark articles, visit our Bookmarks knowledge base article. To learn how to
Subform limitations
Subform is generally a great functionality, I do believe it is limited so far in Zoho. 1. It displays all fields from the form. What if I only want to display some fields? 2. Can it be sorted? 3. It would be nice to have more of view like capabilities ( sum calculations), Ui 4. If I have File Upload in subform, how do I see it? I think it should behave more like view in that case 5. This is a different discussion, but I think File upload field, should allow some kind
Word getting cut off on mobile interface on BackStage Event Page
Image preview shows this But the actual came out like this, anyway we could solve this?
553 Relaying disallowed
Hello. I'm trying to validate MX Records on domain saov.pt It's all ok but still have the same problem. After read some topics in Zoho Help, create the CNAME to validate domain again. Can you check it please quickly? Best regards,
Unable to give attendees control of mouse
With the last update to Zoho Meeting, the "give control" function is no longer available. When running the meeting from the deskltop app, in the previous version, we could click on an attendee's name and give them remote mouse control, but that option
cannot add a Show file from a shared team Workdrive folder to a showtime session
It appears to me that adding a Show file from a shared Workdrive folder as material to a Showtime session does not work (error message: this file cannot be shared). After I copy that file to my home folder in Workdrive, adding it to a Showtime session
SAML request and settings
Hello there; 1. I am trying to integrate Zoho Desk Help Center portal with my website. When users in my website login and click the button associated with Zoho Help Center portal, they will be able to access my help center portal to manage their tickets
Two Zoho Accounts from the same Web interface?
Hello. I have two accounts with external domains (me@mydomainDOTcom) that are successfully mapped to Zoho email accounts. Both are FREE accounts. If possible, I would like to read and respond to both email addresses from a single web window. I tried
Recurring Authentification Errors
I have been having a recurring authentication problem with emails on my account when using third party email clients. It doesn't matter if the client is Spark, Outlook, emClient or any other. It also doesn't matter if I use the base or "pro" (as in imappro)
Outgoing Mails Blocked : 554 5.1.8
Hi, Please unblock my account contact@maroccarrieres.com I can't send emails due to error 554 5.1.8 Thank you
Pivoting a table of survey data in SQL without PIVOT
I have a table called Responses which contains survey responses using the following structure. RespondentID | QuestionID | Text gzolehana
----------------+------------+--------------------
745000000144003 | 1 | 424847508003102140
745000000144003
Auto-populate Preferred Name from First Name if preferred name is empty
Hi, We want to add a preferred name field to the contacts in Zoho CRM, and use it as our "default" name field when sending emails. So we can do this, we want to ensure that preferred name is always captured. I know we could do this by making it mandatory, but I'd like to prefill it with the first name if preferred name is empty. Does anyone know how to write a function for this? Thanks Luke
Unable to Verify account
Once again I open my email on iMac and it is offline and unable to verify account. Why does this keep happening I keep changing passwords and it does not work. I am self employed and this has a huge impact on my work. I guess the best thing is to change
Emails to Office 365 getting filtered as junk
I have several clients that use Office 365 for email and they are all reporting that emails from me (hosted on Zoho mail) are being sent to the "Junk Email" folder. I tested and confirmed this. I checked the headers and noted that under X-Forefront-Antispam-Report, it shows CIP:135.84.80.216 ... CAT:BULK It looks like Office 365 is detecting email from that server as bulk and filtering it. Is there anyway this can be resolved or can I be moved to a different email server?
Welcome to the Bigin Community
Hello everyone, We are happy to welcome you to our community. Let us help you get started by understanding what Bigin is and how this community can be beneficial for all of us. What is Bigin? Bigin is a customer pipeline management application that helps you organize and track business activities with your customers as they move through the different stages of your business process. Sales, customer onboarding, and qualifying leads all make up the stages of your pipeline in Bigin. Bigin acts as
Exclude option for "status" and also modify header in Timesheet Details report in Zoho Books
Hi, is it possible somehow to exclude the status from above mentioned report? I would like to create a timesheet and attach to invoices where customers don´t use their client portal for details. When I create the timesheet report before invoice creation
Connecting forms and campaigns
I created a form in Zoho Forms and turned on the integration in Zoho Campaigns. It goes to the correct list but it doesnt trigger the workflow (it's not sending a confirmation email). The only email I got is a subscription confirmation (I actually want
BIG FAIL in currency for plans makes Zoho Subscriptions totally useless for me.
I am totally blown away that I cannot create plans in US Dollars. We are based in Costa Rica and use Zoho books. Our base currency is the local "Colon", but we invoice all of our customers on a regular basis in Dollars. The exchange rates are all automatically accounted for via a live feed. Now, we are going to start offering English classes throughout Latin America and eventually on a global scale, but now I am told it is not possible to create plans in US Dollars. In my eyes that is a BIG FAIL.
Recurring Meeting Feedback
We got access to the new recurring Zoho Meeting feature. We were glad to have access to it to schedule our daily status call as recurring instead of one at a time. Here's my feedback on the issues with this feature: There's no option to schedule every
Right to Left support
Hi, When will Zoho Mail (and other CRM products) support RTL input? I haven't seen any update on this for five years now... Jon
Edition of the Account Plan (from Type of Account)
How can I set up predefined accounts for supplier transactions? Example? I bought 100 liters of water from a supplier called Water+. According to my local chart of accounts (Angola legislation, based on Portugal). This transaction should be done as follows:
Sharing Your Document With A Permalink
Now with Zoho Docs you will be able to share the document as a permalink. You can share this link by copying and pasting it in a blog or website or on any social media platform. The advantage of using the permalink is you get a permanent URL for the document, which remains the same even if a new version is updated. You are also ensured of always being on the latest version of the document, every time you use the permalink to access a document. The permalink also makes it easier for you to bookmark
Ken's Interface Insights
Much of the Zoho UI is excellent; sparse and orderly and I'm grateful for that! No matter how large our monitors get, screen real estate is always at a premium and vertical space is especially precious., One of the great boons of "canvas" is the ability
Inactive user is created when time entries are synced from Zoho People to books
Hello, Do we need to pay extra license fees for inactive users in books? When colleagues enter time entries to jobs in Zoho People, the time entries are synced to books. But what happens is a new "timesheet-staff user" is created in books as inactive
Adjusting PO's, Bills, Invoices
Hello, We create bills at the time we create the PO because we need the work in progress goods to be included in our inventory reports and inventory valuation reports, which requires a bill. Our suppliers also require a 30% down payment at the time the
Unable to map CRM task to a record
Use case: I want to programatically create a call for a given Contact (has a record id) and at the same time, the call is related to a Deal (another record id). This is easily possible when creating such task in the CRM UI. It should be possible programatically
fetching image from form to page
Hi Guys, Can anyone help i have one doubt, I tried to fetch the details from one form to page , I have created a page and written an html code for it is fecthing the details but near Image i am not able to get image but instead of displaying image i
How does Zoho Docs handle MS Office files after the preview release ?
We released a new enhanced version of file previews later this week. Read about this here. In this post, let me address how we will handle editing of MS Office files after this release. There has been a change in the way you edit MS Office files using our Zoho Office editors. When you upload an MS Office file in Zoho Docs, you'll see a check box that says 'Convert documents to the corresponding Zoho Docs format'. If you check this option, we'll convert your MS Office files be it DOCX, XLSX, PPTX
Different Tax Payable Accounts
HI, Any idea on where do can we maintain the different tax accounts. For Eg Service Tax payable should get accrued in ACC1, VAT should get accrued to ACC2. BR Yashdeep
Automating Emails About Subscription Expiration
Hi All, I need some help thinking through a solution and using the proper tools available through ZoHo. Our product is an annual subscription that an organization buys. We'd like to automate subscription expiration emails to go out to customers to remind
Set Global Task Notifications to be sent to each use task user for a project 3 days and 7 days prior to a task due date and another for one day prior to a task starting
Can an enhancement request be put in to Zoho to be able to set global task notifications to be sent to each use task user for a project 3 days and 7 days prior to a task due date and another for one day prior to a task starting? This way it is a notification
Extract the last Working Days information
I'm very new to Zoho and I would like to extract the past working days information from a Table of information. what is the easiest way to do this in Zoho Analytics so I can save and report on this. Thanks.
Impresion Boucher en Banco
Buenos dias .. Alguien sabe como puedo imprimir el boucher de un cheque grabado en banca en tamaño grande ya que actualmente tengo que estar manipulando en ajuste de impresora.. Debe haber alguna forma o si en configuracion se estable esta situacion
Zoho Desk profiles disabled in strange case !
Hi All We have been customers of Zoho for more than a year, we had many problems and they were resolved by Zoho support teams. This time a strange problem occurred, which is as follows: We use Zoho Desk to manage our customer support tickets. A month
Project template - task owner
Hello There, I already created a project template and now I want to assign tasks to a certain employee within the template. Because we have a certain working process where same tasks reoccur every other project. Problem is that these tasks can only be
You cannot apply credits from manual journals as of now.
You cannot apply credits from manual journals as of now. how can this message removed and we can use the Manual Journals credit for outstanding invoices. ??
(month) Calendar view to focus on this week
I'm needing a calendar view that focuses on (this week) at top and then weeks to follow below. I use calendar view on screens in our office for employees to reference tasks ahead. The problem is, we get about 2 or so weeks before the screen cuts off and
Cannot post to my Facebook GROUP
I've been posting to my Facebook Page, Group, Instagram, and Twitter for months. Suddenly, the GROUP posts no longer successfully post and after every attempt, Zoho tells me it's disconnected. I reconnect. Post. And disconnects instantly after failing
How can i add more fields to my form?
Hi, i want to add more fields and a dropdown option on my form. How can i do that please? Is a list form, im using a template, but i want to add more fields. thanks
Preventing downloading of data
How do we prevent the download of data specially candidates section by all roles other than the Administrator?? I have a standard plan right now..
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