Equip answer bot to use the terms handled in your business accurately!
In SalesIQ, Business terms are a collection of terminologies used as synonyms when referring to the same thing. Example: In SalesIQ, operator, agents, and representatives are synonymous terms that denote the same. These similar terms make it difficult
Using the API to list all subscriptions for a particular customer id
Hello We are in the final process of evaluating zoho subscriptions and plan to write our own customer portal where each of our customers can log into our site and view all their zoho subscriptions, invoices, next invoice amount etc... Because Zoho Subscriptions only allows up to 10 auth tokens, we planned on using one token for all of our customers and just filter the API data by a specific customer id. Is it possible to make API calls like list subscriptions, list invoices etc... for a specific
Is it possible to show currency in the Estimate, Invoice, .... ??
Hi, I'm currently testing the Books app. Is it possible to show currency (.e.g. USD, EUR, CNY, ) in the Estimate, Invoice, .... ?? Thanks Amos
Journal Entries within Analytics
Most the data I import from Zoho books are Journal Entries. I'm having trouble using that type of data since creating any reports from it will cause Zoho to double count when summing totals due to the nature of journal entries. My data has a transaction
Error deploying unattended setup
I get the following error when deploying via ZA_Bulk_Deployment_Manager: Could not load file or assembly 'Newtonsoft.Json, Version=6.0.0.0, Culture=neutral, This is happening on multiple systems with fresh Windows 10 Pro install with latest updates. The
Showing Devices Online that are Offline in Unattended Access.
Unattended access keeps showing devices that are offline as online even after I close and re-open the HTTPS console. If this does not get fixed I am going to be forced to back to FixMe.IT
Early access to experience the all-new Zoho SalesIQ - 2.0
Hello everyone, We hope you are all keeping yourselves safe and healthy through this challenging time. We are very excited to tell you about the Zoho SalesIQ 2.0 - beta access. Zoho SalesIQ 2.0 is entirely different from the old version, comes with
Campaign Analytics after the contacts are deleted
If a contact is deleted after the email campaign is sent, would we still be able to check the analytics such as, whether this account has opened the email, etc.? Thank you
Verify domain in Zoho One apps
I am a Zoho One user. I have got our IT dept to verify our domain in Zoho One, however, each app is saying your domain isn't verified and asking me for domain verification per app. Do I have to verify my domain in each app?
Code for displaying total of individual discount in total template
Hi, I would like to know how can I display the total of individual discounts added to the products to a Quote Temple? I can find the individual discount given on a product by using ${Quotes.Individual Discount} how can I find the total of all the individual discounts (there are multiple products)? The ${Quotes.Discount} will only give me the discount I add to the total invoice value. Also need to find the Sub-Total (total before individual-discount, grand total of multiple products before adding
Deployment via Distributor , Native Tool and GPO Not Working
I have tried all 3 options to deploy the unattended access to a network of about 70 Machines. If i add it as a GPO Nothing happens. The Distributor and the native tool will validate with the server but then i get this error "Installation failed: The RPC
Professors: Do you ever withhold final grades until the day they’re due to the university to avoid student e-mails/questions/etc?
Title says all. Just curious if some professors wait simply to avoid a rush of student emails and can answer with “I can’t change it now without great difficulty”
Unable to Retrieve line items from a CRM invoice
Hello, I am trying to setup an integration between Zoho CRM invoices (not finance module) and Xero, which basically updates in realtime on invoice creation or invoice changes. I have setup a webhook from Zoho CRM that fires to Integromat which then sends
Bulk linking via shared field
We have imported a collection of closed cases from another system. We want to link those cases to accounts and sometimes contacts. The cases have fields that can be found in the Accounts (UserID) and Contacts (License Code), but I cannot figure out
Time Zone for international meeting participants
I recently had an online meeting with participants on three different continents. I scheduled the meeting for 6 AM. However 6 AM was 12 noon for most of the participants, but their meeting invites all said 6 AM regardless of their time zone. This caused a lot of confusion. How do I get the invitations to adjust to each invitees individual time zone? If I schedule a meeting for 6AM NY time, an attendee in London should get an invite for 12:00, a user in Hong Kong 6PM etc.
How to unlink related entries in Zoho CRM via Zapier?
Hello, if got a little problem… I have created a Zap in Zapier that synchronizes updated entries in the “Contact module” in Zoho CRM and an account (if the contact is linked to an account) to an app with the name Bexio (an invoicing tool). Everything
Start - Due date vs alloted time slot to complete work to organise jobs better
Hi, I have a question as I'm not sure how to best handle this. Imagine 5 tasks have been issued to someone. The start date is the day they were issued and the due date is a week later. Looking at a calendar or Gantt view now will show all 5 tasks as 7
Failed email login with Thunderbird
I just bought a domain name from godaddy.com earlier today. I've set up my zoho account and can properly log into the zoho mail server. I'm finding it increasingly difficult however to allow any email clients to cooperate with me and allow me to properly login and sync my emails. It always come back in Thunderbird that logon has failed to authorize my credentials and to check the username or password. I've double checked and double checked until my fingers have hurt from copying and pasting the information
How to send Zoho Form with pre-fill data using workflow / custom function?
Hi, I have complete a zoho form with "Update record" function. Whenever I send email with zoho form link, it will pre-filled customer data and after user submit, it will auto update into my Zoho CRM record perfectly. My question is how to use a custom
Zoho Flow connection to Hubspot
Hi - has anyone set up a connection between Zoho Flow and Hubspot CRM? I have set up a Flow which polls for updates to Deals in Hubspot and - depending on certain conditions - creates an account and contact in Zoho CRM from information in Hubspot.
How to use insert/update Records API to enter data in lookup fields
Has anyone ever tried (I assume someone must) to insert/update the value of a lookup field to Contacts/Leads using API call? I have added a mandatory field to Products that is a lookup field linked to Contacts called "Seller". When I retrieve data with the APIs I get the concatenated "First Name"+"Last Name" of the contact record as the field value for Seller. This is good, my users can see which contacts is selling the given products. The problem comes when I want to insert a new product (or
Feature Spotlight: Employee Custom Fields
The next topic in the Community Learning Series focuses on custom fields and how to use them in various scenarios. Think about what happens when a new employee joins your organization. Their information is immediately fed into the HR and payroll system,
Accounts Receivable Account
Hi, When we began with Zoho books, all information was downloaded from Zoho invoices. Opening balances were recorded in Zoho books as at Dec. 31, 2010. For some reason the accounts receivables, as at Dec. 31, 2010 are not showing up on my balance
Mail Suite Sync Does Not Login
I have installed the Zoho Mail Suite Sync app to be able to sync my Outlook calendar with my Zoho calendar. However, after I enter my email address and password the app seems to freeze. I click "sign-in" and nothing happens. Clicking "sign-in" or "X" to close the app makes a bell sound letting me know I can't click either of those. Then nothing happens. I have to force close the app using the Task Manager to get the app to close. Any ideas on how to fix this? I am using the 64-bit version of the
Webflow Integration with Zoho flow
Hi Support Team, I am struggle using the data that is sent from a Webflow form. The form for contact us and newsletter subscription with 'First Name", "Last Name' and 'email' fields. The flow test I get the below data sent from Webflow. {
"site": "609e864130cccb7ac3236415",
"data":
Pivot Table Regeneration Question
I'm finding some of the reporting needs I have in my application are best served via a Pivot Table report since selection of custom, on-the-fly date range in not easy to implement as it should be. Furthermore most of their access will more then likely be viewed by users on a smartphone to view their projected income for the week over a cup of coffee in the diner. From what I can gather, there is no means to regenerate a Pivot report (following recent new data changes) from a smartphone. I'm asking
Zoho Flow to Marketing Hub - Ploblem
Hey guys, I have a problem integrating with zoho flow. Apparently the zoho flow creates the record in the marketing hub (attached), but when checking the lead it does not exist in Marketing Hub app. Can you help? Tks!! Zoho flow print:
Not being able to assign my user as Admin (with a current admin account)
Hello there guys I've been trying to add my user as an admin on Zoho Reports with an already existent Admin User, nevertheless I'm not being able to as when I change the profile/role it automatically goes back to "User" and I'm not being able to save it as admin in any way My user account is clundstedt@innovasoft.cl and our organization admin (the one that is trying to set me with those permissions is mcollado@innovasoft.cl Please help with this issue so I can start sorting out Zoho Reports as intended
Subfolders section is now available within the Documents module of the Zoho Projects iOS app
Hello All, In the latest version of the Zoho Projects iOS app, we have brought in support for the subfolders section in the Documents module. Users will now be able to view the subfolders and add files to them. I have attached a screenshot below for
could you please guide to set my zohomail sales vattubaobi com and kinhdoanh vattubaobi com to microsoft outlook i can not access your pop3 server though my user name and password are correct
could you please guide to set my zohomail sales vattubaobi com and kinhdoanh vattubaobi com to microsoft outlook i can not access your pop3 server though my user name and password are correct
Zoho WorkDrive says "Folder with same name exists in the workspace. Please use a different name"
I am getting an error message: Zoho WorkDrive says "Folder with same name exists in the workspace. Please use a different name" The folder name is the legacy title varibale so therefore it will be not be the same eevry time due to there always being different legacy titles. How do I get around this error message?
Feature Request: Making API and Functions Daily Limit available through Deluge and API
By The Grace Of G-D. Hi, If it is not already in the pipeline, please consider adding the feature to get the API and Functions Daily Limit and how many calls are left available through Deluge and API. That would help prevent running Scripts that are of
Integrate Canva for creating posts
Canva is a great application for creating effective social media posts. How about integrating it into the publishing section.
If products are designated as a certain type, I need all that are in a quote to be added together in a single field
I have about 20 products in my catalog, 12 of them are monthly recurring services, the rest are one time charges I have created a field in the product that designates the recurring as "monthly recurring" I have also created a field in my quotes that is
Difficulty in Sending Email from ODOO ERP
Hi, We have implemented and odoo based ERP and have configured and tested an outgoing email server. However it fails to send. Tested the credential and all is well. Were can I check the logs to see what the problem could be?
Goal Seek in Deluge
Is there a way or code that can be used to replicate Excel Goal Seek in Deluge? It will be really helpful if someone could guide me in the correct direction or help with the code... HSS
Customer plug-in / Remote Sessions Not Connected
Not impressed with the connection issues that have been ongoing recently, customer tries to connect via the Customer plug-in and the session hangs without establishing a stable connection a popup error appears. Also the same ongoing issues when a customer
Notes showing only date. Or I couldn't find setting if have
Hi, I have migrated notes from Evernote. My notes are not showing time. Just date. Is it possible to add time to notes information?
Using Zoho People for On-call Schedule
Hello- Has anyone ever used People to create on-call scheduling? If so, how? What I like about People is the Leave calendar integrating with Office 365 so the user has it on his calendar and his manager can see his department leave at a glance. That
How do I change my Zoho mail ID?
I have searched these forums and cannot find an up-to-date answer for changing my email ID. To be clear, I do not want to add another email account from a third party, I want to change my one and only ID, which will be what recipients see when I send mail........"XXXXXX@zoho.com".
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