How to extract email address from string field with a custom function?
Hi Support, Current Functionality I have a flow in Zoho Flow that receives information via a JSON webhook POST and then updates/creates records using this information into Zoho CRM. A specific piece of that information is "comments" which is pushed to
Customer Pugin Version
Hi All Where can we find the Plugin version which enables the customer to enter name and session ID, not just the ID where the name is guest when connected to a session. Thank you
Still not getting all email
We are also not all of our email. We are still in transition to using Zoho so we receive email on our own server then forward it to Zoho's server. One more technical user noticed that he has a couple of email messges that he received on our email, server,
Not retrieving POP mail prior to login
Up until recently, I would open Zoho and all my POP mail from other accounts would be waiting for me, Zoho even informed me how many new mails were in each account. Now when I log in, Zoho shows no new email. However, when I click on a specific POP account,
Add a custom module trough Zoho Forms
Hello, I want that a custom module automatically is being created though the submission of a Zoho Forms. Is that possible? Thank You Steffen L.
Forms to CRM - subform mapping
Hi there, I want to create a project (module) when a form (Zoho Forms) is being completed and transmitted. In the Forms there is a subform which information I want to automatically bein put into the new project. When I try to map the subform information
GL Account determination
HI All, We are in middle of migration from our old account software to new one, today we have three sub GL accounts under Sales (Revenue) GL Account which is listed below. Sales Domestic Sales International Sales Rental Revenue For 3rd one (Rental Revenue),
BY PASSING MANUAL JOURNAL ENTRIES , THE EFFECT OF CREDIT NOT REFLECTING
SALARY ADVANCE DEDUCTED FROM EMPLOYEES FROM THEIR MONTHLY SALARY AND NETT SALARY PAID / CREDITED TO THEM . WHILE PASSING ENTRY FOR THE SALARY PAYMENT ,THE AMOUNT DEDUCTED AS ADVANCE FROM THE EMPLOYEES NOT CREDITING TO EMPLOYEES PERSONAL ACCOUNT . WHILE
I am receiving this error message when I click the category title in our Zoho Community.
I am receiving this error message when I click the category title in our Zoho Community. ({'result':'failure','reason':'categoryid' ,'errorcode':'UNABLE_TO_PARSE_DATA_TYPE' }) Please help! Jody J Steeg
Build Your Online Store In Under 60 Minutes
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
SPF verification failure - Please help
SPF verification failure domain: somos03.com already checked: https://zohomail.tools/#domainDetails/somos03.com/TXT Thank you
Auto Reply for Account
I need to an auto-reply generated for any incoming email. I do not want to ask each user to create an an out-of-office where they can 'accidentally' alter or delete. This would need to be a standard reply sent automatically in advance of the user actually replying. Is there a setting to allow for this globally?
Summary of HSN in Invoice
I want to have a summary of taxes for all HSN code items in the invoice.. like this sr no. - hsn code - total value - taxable value - sgst - cgst - total how to achieve it ?? How can i get it along my invoice a//
Queries regarding overseas branch addition
Hello Team, I went through your membership plan and as per our company's requirement, most of our needs will be fulfilled by Standard Plan. In addition to it have certain queries, which are following: 1. Can multi currency invoicing be done in the Standard
DEBIT/CREDIT BALANCE OF VENDOR NOT REFLECTING IN ACCOUNT RECIEVABLE/PAYABLE
WHILE MAKING ENTRIES FOR OPENING BALANCES IF ANY OF OUR CUSTOMER'S BALANCE IS IN CREDIT IT IS NOT REFLECTING IN ACCOUNTS PAYABLE. WHILE MAKING ENTRIES FOR OPENING BALANCES IF ANY OF OUR VENDOR'S BALANCE IS IN DEBIT IT IS NOT REFLECTING IN ACCOUNTS
Can send emails, but not receive
Hi, I recently (since the 14th of June) came into an issue where my emails don't turn up in my mailbox and they bounce back to the sender. I tried asking your online help assistant, but they couldn't help and told me someone would contact me via email...
Recurring calls/ tasks
My company has to call people weekly, I would like to have the repeat option enabled for calls as well just like it is already possible with tasks. HOWEVER With repeating tasks my "all tasks" view gets filled with the same tasks. Isn't it possible to
Problem with getting OAuth Code from API call with Postman
Hello, We are using zohobooks in our .net Web API project. Try to implement OAuth 2.0 with self client registration. We get an error on Get Authorization Code with api call from code part / post : "Invalid Redirect Uri Redirect URI passed does not match
Multiple signers on the same email address
Hello, I need to send a document for signing and i want to send it to one person (one email address) and have multiple people sign it, but when i send out the document the fist signature is duplicated to all signature fields. Is there a way to change
Zoho records Import VAT incorrectly
So Zoho has added the capability of recording Import Vat against an overseas bill. However, this import VAT has the same monthly exchange rate as the bill. This is incorrect. If a bill is received in a different month to the receipt of goods which is
#5 Zoho Books Digest
Hey everyone! I hope you are doing well. We are back with another edition of Zoho Books Digest! Here's what we have in store for you: Upcoming webinars: Sales and Use Tax Changes, Presented by Avalara's VP of U.S. Tax Policy, Scott Peterson (For US Audience)
Auto populate selected fields names
Hi Everyone, I want to insert the field name of the selected field which is decision field in subform in CRM from creator. I want to insert the value each value have a separate row in subform I have form in Zoho Creator, and it's have a associated Deal
Landscape support for Notebook?
Hello. As of now, Notebook only works in portrait orientation. I often work with my phone in a stand, connected to a BT keyboard, where the landscape orientation permits using a wider screen for menus and toolbars, and also splitting the screen to show two apps simultaneously. I'd like to know if the developers are considering adding support for landscape orientation for Notebook. Thank you!
picture
i want to zoom my picture in the notebook. for example, yesterday i wrote a notebook and add some pictures but today i check that notebook th picure is small and i can't make it bigger. what can i do?
How to create a new note from web app?
Hi, I am new to Zoho Notebook having migrated from Evernote. Overall I find it quite nice and the syncing across my devices works very well. However while using the web app today I cannot seem to find a way to create a new note in any of my notebooks.
how do i create and add notes to groups in notebook
I have (somehow) created some groups in Notebook, but am not exactly sure how I did it. And how to add notes to those groups...
Panne de programe
Veuillez vérifier cela pour moi, Tous mes documents personnel et professionnel ainsi que mes notes sont sur l’application, je vous en prie de m’aider a récupérer ces note, voici une capture de message d’erreur que je reçois
Sections in Widgets to display different categories of information
Widgets are user interfaces that can be built as a part of SalesIQ's platform to display actionable data from multiple integrations. What are Sections in Widgets? A section is a structure in a widget that can have a title, data & actions. Actions are
Connect Campaigns API with Google Sheets
Hi there, i want to connect the Zoho Campaigns API to Google Sheets to pull contacts and so on in the sheet through Google App Script. I created a Client ID and a Client Secret and a GrantToken. But now i'm stuck because i have to use Self Client and therefore i dont have a redirect url. So how to proceed? And a second question: Did i understand right that i have to create Access and refresh tokens every hour manually? How is this suppose to help to automate stuff? Thank you
Export query results as pdf on mobile
On the desktop version, I can export the query results/ user filters as a pdf report. On the mobile, the pdf export creates a pdf of the entire table, not just the filtered records. I need the same functionality on the mobile app that is available
How to fetch relation between forms and reports using API
Hi, I am trying to create an application where I want the reports and forms relationships using API. Is there a way to get that information? Thanks Anuja
Zoho Finance Bug: Users name does not show correctly when you click "Zoho CRM" link for contextual side panel within Books
Never too sure where to put these posts. I've settled on CRM forum as it's in that context where this bug apprears. To replicate scenario - In the CRM leave a note and tag another user on a Zoho Finance record - In Books open the corresponding Finance
Task status customization - How to assign "Closed Status" for
2 different types of closed tasks?
I've defined 2 different status types for completed tasks: The first is "Completed - Acknowledged & Reviewed" The second is "Closed - No Response" Can Zoho CRM support different status types for closed tasks? I see that in the "Status" pick-list - when
Integrating Saas Product for Automation and SErvice
Hi, We are a B2B Saas product for small and medium retailers. I marketing automation and service product. However, my biggest challenge is that the data for everything comes from the product. When a person activates a particular feature in the product,
How to set iframe size dynamically?
Hello, I am working on displaying the following ZohoCreator form on http://sharespace.co (please scroll down to the section "Pricing, Quotes and Inquiries" to see the form). What I would like is to have the form's height change dynamically, as the content within the frame's height changes. The form currently works that only 5 questions display, and as you fill out the form, it expands to revel more questions. With the current styling, I can only set the iframe height to a specific value (I've chosen
Multi-location stock control
Hi, could someone talk me through the way Zoho handles multi-location stocks using the same list of SKU
Payment options within Estimate
Hi, I started using Zoho Books and I really like it. I setup the payment options but I would like to make them available with the Estimate instead of the Invoice. The flow I would like to have is: The customer request a quote > We send them an Estimate
Upload attachment to Vendor Credit VIA API
Hi, Is it possible to upload a PDF File to vendor credit using the API?
Can recieve but not send emails - 'Unable to send message;Reason:553 Relaying disallowed. Invalid Domain' error
Unable to send emails from a free Zoho account but can receive emails. Error is 'Unable to send message;Reason:553 Relaying disallowed. Invalid Domain'. Saying mx records are incorrect, but they definitely are correct for Zoho requirements on VentraIP
How to use new dynamic content feature of Zoho Sites?
Hello, I cannot find any documentation on the new dynamic content feature of Zoho Sites. I am trying to call a function from a view. Initially I am presented with <div><center><h3>{{ dynamic_content_data.display_name }}</h3></center></div> How can I call
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