Display an Image of an Employee in a Report
I'd like to display an image of an employee in a report or dynamically on a dashboard with relevant data in reports below. Can I do this? Diane McConnell
Zoho Campaigns: A draft campaign takes forever to load
Hello, I cannot get my draft campaign load in the brower. I tried different browsers, cleared caches etc. I even disabled encrypted DNS service. Nothing helps. The draft campaign editor simply won't load. I noticed that other users also reported this
Google analytics tracking URL
How do you embed the Google Analytics tracking URL in an email campaign? Robert
problem in api V2 ZCRMRestClient in python 3
hi. i'm getting "NameError: name 'ZCRMRestClient' is not defined" after i did everything the guide askes... im tring to use SDK for python, im tring to run : ZCRMRestClient.initialize() oauth_client = ZohoOAuth.get_client_instance() grant_token="grant_token" oauth_tokens = oauth_client.generate_access_token(grant_token) that do i do?
Any update on the V2 Bulk APIs?
I have a use case where I need to regularly request all records from a given form, where the number of records is in the tens of thousands. The V1 API allowed me to request and receive all of these records in one pull. The V2 API is restricted to 200
Zoho Creator app without a Form
Is it possible to create a Zoho Creator app without a Form? I'm looking to create a Zoho Creator app that will pull in info from Zoho Books, do some calculations on some of the bills and then create a Journal entry back in Books. The Zoho Creator app
Pre-fill field on the "New Value" popup form
I have a form which has a "Course Category" Lookup Dropdown and a "Course Title" Lookup Dropdown. They are "cascading" meaning that the "Course Title" list will be filtered based on the selected "Course Category". The "Course Title" dropdown also has a "Add New Value" option selected so that I can add a new Course if I want to but when I click that link it opens the "Add New Course" popup but without the "Course Category" selected. Since the user already has selected a "Course Category" in the initial
Company Signature
Hello, I have this company signature set but I want my users to be able to create their own signatures. The company signature must be there for people who can't or won't create one for themselves. So I Want it to be optional. But users can't pick anything
Finding similar records during conversion using unique fields of Contacts and Accounts.
Hello everyone, Until now during lead conversion, similar records in Contacts or Accounts module were found based on the values present in the system-defined fields like Lead's email address, company or name. Now, we are also using the unique fields
Embedded report not loading when using HTML/CSS in a page with a toggle switch to view 2 reports in a page based on toggle right or toggle left
I have a requirement to load 2 reports using a toggle button created using Html and css in the page section . I embedded the report like <div elName='zc-component' viewLinkName='All_Orders' params='zc_Header=true'>2 Loading View...</div> .I using this
How to edit or delete a task within a task list template?
I created task templates, added tasks, reordered them all fine. I npw need to change the name of some of the task and also delete some. It doesn't seem to be possible. Am i missing something? This is quite essential...
Column width resize in Views
It seems as though views have a default column width. Well, it really is a bit of a mess for a user who is in this area a lot. Its the whole idea behind a CRM, see your users at glance, and should have a priority to be VERY easy and clean. The 1st column
Suggestion: Build in way for invoices to have backside (second page) attached in PDF export
I don't know who else would find this beneficial, but my company uses a two sided invoice to save on paper and deliver terms for the customer. The front of the printout is the PDF from Zoho Books (the invoice) and the backside is always a terms/conditions
Record Upsert Operation Periodically Returns HTTPS Status 100 and No Details
Hi, We're using the v3 PHP SDK and we've developed a script that periodically queries our user database for updated existing entries and new entries then upserts using the Records API in batches of up to the maximum of 100 at time. Some of the time,
Feature Request: add Markups / commissions to items
Right now it is possible to create discounts, but I can not add a markup to an Item. For example, I have 5 items on the same estimate, and I need to charge a 30% commission over 2 of them, but not over the other 3. It would be even better if I have the
Company-wide overview calendar?
Is there a company-wide overview calendar in Zoho People that lists all employees and their absences, such as vacation, absences due to illness, etc.? Table structure: columns = days, rows = employees In this calendar all employees should be able to see
Unlocking a shared spreadsheet
I was just testing out the shared spreadsheet feature (one of the things we are most excited about!), and am uncertain how to unlock a spreadsheet after I'm done editing it. For instance: * my husband & I are both logged in to Zoho Sheet. * I have given him read/write access to one of my sheets, which he is currently editing. * He saves the sheet, and then selects another sheet to edit. * At this point, I expect to be able to select our shared sheet, and edit it myself. Instead, I receive a message
Need to use multiple email addresses with one user (one CRM account)
I have one CRM Account and one business. I am the only user. I'd like to, ideally, be able to assign tasks/events to different email addresses (the reminder emails). Am I able to do that? I need to track different events separately and use the different emails to do so. I have added my second email address as a secondary, along with my primary, but when, for example, I'm in a Lead, and go to add a task/event, the email reminder does not give me the option of selecting from the primary or secondary
Value in the field does not match with the data type supported by us.
I am trying to import chart of accounts from my Tally masters data. I somehow managed to get my masters data from Tally to be in structure required by zoho books. However, when I am trying to use the xls/csv file and click next to import, it shows error
How do I run a Trial Balance report with beginning balance, total debits, total credits, ending balance for the year?
Hi, Currently Zoho books allows us to show a condensed trial balance report. However our ca demands we run a detailed trial balance report. Any suggestions/ideas how to generate it ? Have attached a sample of the current report
Automatic Bank Feeds -- Are some transactions missing?
I performed all the bank feeds for several months and am now attempting to reconcile. What I've noticed now for 4 months in a row is that MANY of my "ATM & Debit Card Withdrawals" on my bank statement are NOT included in the downloaded bank transactions
Desk - New ticket email not received when using exchange admin centre
We have setup exchange admin centre to route an email sent to support@[myCompany].com to support@[myCompany].zohodesk.eu When support@[myCompany].com is used - a new ticket is created as expected. However, the sending email address (an external @gmail)
Getting rid of automatic replies like for vacations
Hello Community ! I'd like to get rid of the auto replies like this one in the pictures. It seems like the only way for me is to create another ticket from it and then delete it. It's a little bit "too much" It would be cool to be able just to delete
One More Zoho useless app due to overly restrictive "Brands"
SalesIQ is now the second Zoho app we can't use (first was Social), because of the overly restrictive use of "brands" without a hefty additional payment. Zoho One is very quickly becoming not such a good deal nor choice. We have a separate website for
zoho campaignでURLが勝手に変わってしまう
zohocampaignをダウンロードしてメールを送ろうとしています。 自動化＞自動化からメールの文面を作成して自分に送信してみました するとメール内のURLが http://zc.vg/ * * * * * に置き換わってしまいます 自社のドメインのURLのほうが信頼されると思うので、メール内のURLが勝手に 置換されないようにしたいです。 どうすればいいでしょうか？
Zoho CRM errors - creating formulas
I'm having problems creating formulas. For example: Tostring(495/0.9) In the form above it returns the correct result. But when I return a string it does the wrong calculation, it only does the right calculation when I return a decimal. I am creating
Multiple email addresses
Hi, I have 3 different e mail addresses for my business. On my phone the zoho app is great, it lets me move between the 3 accounts with ease but on my office based PC I can only load 1 email account. If I need to get access to another account I've to
Drive Your Team's Remote Productivity (Powered by Zoho WorkDrive)
We've planned a series of free online workshops for our APAC customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. Our next workshop
Automating Repetitive Sales Processes with Blueprint - Powered by Zoho CRM
We've planned a series of free online workshops for our Indian customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. Blueprints
i want to get the embed code of ticket page
HI sir, i want to get the embed code for my wordpress website of this page , its ticket page , please tell us the steps for it.. : https://desk.zoho.com/portal/kayakdistribution/en/newticket?departmentId=471315000000006907&layoutId=471315000000074011
Is there a way to indicate the author of a knowledge base article?
I want to be able for KB readers to be able to tell which KB Author wrote each KB article, because we address different things or address the same topics but in different ways, and some people will prefer one over the other. Is there a way to do this? Somewhat like how in the Community you can see who submitted a topic?
Zoho Commerce part of Zoho One ?
Hello, I would like to know if Zoho Commerce will be part of the Zoho One Package? Many thanks for your help, Victor M. da Silva
Bookings- Force appointments to be scheduled at least a day in advance.
I have people scheduling appointments with me 10 minutes before they show up, I need more warning. How to change the lead time for people booking appointments.
Zoho Mail Not Loading
Hi. Our business email is not loading right now. Other services are loading, but slowly. Email not at all. Can this be addressed as soon as possible? Thanks!
Zoho Mail - Unable to Connect with Server
In Zoho Mail, we are getting unable to connect with server errors. Cannot send or receive emails. Cliq is down as well.
How to share Writer templates with other in same Org?
I am creating letterhead, form letter templates and proposal templates in Writer. I have them saved as templates for myself, but want to share with my organization. Is there a way to do this? Thanks. Byron Skaggs Skaggs & Calder Cairo, Egypt
Automatic Fill Using 2 or 3 Forms !
Hello, does anyone know how I can do an automatic field filling using two or more forms, as a source of information? I have this code, and it works perfectly for a single form search (In my example: Student1) but I want 2 or 3 more forms. I hope someone
Zoho Docs not syncing on new PC
I just installed Zoho Docs 1.10.3 on a new Win 10 PC. I logged in it says in system tray 'syncing'. But, I don't see any of my folders in the Zoho Docs folder in Windows explorer after about 20 minutes of waiting. I do see all the folders checked in
Urgente: me rebotan varios los correos
Estimado, Escribo muy preocupada, pues la mayoría de correos enviados me están rebotando con este mensaje. Espero me puedas dar una pronta solución ya que se me hace imposible poder trabajar. Gracias.
IP 136.143.188.11 is on Spamcop
Hello, the Zoho IP 136.143.188.11 is blacklisted on Spamcop. Please take steps to delist. Thank you.
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