Error 412
I have been unable to link bank since i subscribed. Every time I try to link to PNC I get "error 412." When is this going to be resolved. Linking worked in the trial period and when I paid for my subscription, the link to the bank and the bank feeds
Tax collected at source
We are into the manufacture of Motor stampings and use Cold rolled steel coils. We stamp it and the waste is sold as scrap. We are supposed to collect TCS on this scrap. Could you please help me as to how we can account for this in our invoices and how
What happen to the 5 free accounts after upgrade?
If I upgrade the free version to standard edition, will I get to keep the 5 free accounts?
How to update in Opening balance
ZOHO Book how to enter in opening balance
Getting ZCRM to trigger ticket creation in ZDesk
Hi, I'm wanting to integrate our CRM and Desk so that when a Lead is converted to a won project, it automatically creates a ticket in Desk that pulls the client information from CRM to populate the ticket. I'm thinking the easiest way to do this will be to create a form in Creator that pulls the information from CRM and then uploads into Desk. Is this possible? How do I trigger this process to happen automatically upon conversion of the Lead in CRM? Does anyone have any links to example scripting
Deluge trying to Invite an Attendee via invokeURL
Hello, I get the error "Execution Failed" while trying the following code: params = {"sessionMembers":{"emailId":"#####","sessionId":"######","role":3,"source":1}}; file_variable = invokeurl [ url :"https://showtime.zoho.eu/api/v4/#######/sessionMembers.json"
How to disable emoji in Smartchat ?
Hello In the smartchat (connected to Cliq), I have a problem that makes typing messages so boring, complicated and very frustrating because of emojis. Example : I'm writing down an explaination to my mates with bullet points, like : Hello guys. I need
Filter report by users' department
Hey everyone, I have a question about reports. I can filter own records of a user by Added_user == zoho.loginuser criteria. On my app each user has a deparment and department have many users. So I want to filter a report by department of the logged in
Need help converting a report. Columns to rows.
I have a form that takes input from a user making a check request. They choose which line item to charge the request off to, and type the amount that should go to that budget line item. They can choose to distribute the money across up to 5 line items.
FIeld Rules not executing
I have a form with several field rules. NONE of them is executing. Sidenotes: There are no field rules of type On Create. There are no field rules of type On Edit. All "On user input" workflows are disabled. Why may this be happening?
Using Zoho Projects in the Apparel Industry
Are you in the apparel industry - Merchandising/Production/Design using Zoho Projects? I'm interested in discussing how you are using Zoho projects.
OCR Field
i can't find ocr field in my zoho creator
Zoho blocked by MS Exchange Online
Today I have sent multiple messages from my Zoho Mail account and they have failed to arrive at a recipient using MS Exchange Online (not even into Junk) although they show as delivered in Zoho's logs. I called in some favours with that recipient and had them look through their logs. The messages are being quarantined as they are being given a Bulk Complaint Level of 9 (very high). My SPF/DKIM records are all good and my domain isn't on any blacklists according to MX Toolbox. Have the Zoho SMTP servers
How translate day of week and show 24h time format?
Hello, I use zobot with google calendar but How translate day of week and show 24h time format?
Need a Help Migrate from Wave to Zoho
Hi dear My friend. im member of waveapps since 2018. so i have 400+ invoice in wave app. but at this movement i have to migrate to zoho. so i have export my all record. but i have cant understand how to import that record in to zoho. who can help m
Error 550 5.4.6 Unusual sending activity detected.
Hi, I keep receiving the below message when I try to send emails from one of our accounts. Emails are received but we are not able to send anything out since Saturday May 1, 2021. This is a work email and it's vital that we fix the issue asap. Thank
Duplicate inventory transaction in Zoho book
Hi, i am new to this inventory thing. When i create a purchase order then a bill and record the payment in inventory, that transaction also appears in Zoho books since i'd have selected the bank account. But then let's say i refresh the banking feed
How do I make sure that only certain people in my organization can fill and submit form?
Since every form that I create produces a link which could potentially be used by anyone unauthorized to fill the form. I would like to restrict the form entry and submission to people whom I authorize. Is there a way that user needs to login before filling
party wise special rate
i have too many party with different special rate. it is not possible to maintain different price list for different parties @ backend i want that while creating sale order or sale bill when I put value for that is in Rate field , here a window should
Please contact your form administrator for further assistance.
Hi. I can't Access to my form and appear this message Please contact your form administrator for further assistance. https://zfrmz.com/8nRAxciWVkvMRBRlB6ei
Duplicating forms
Why can't users in my organization duplicate forms I create? We do a lot of very simliar forms and not beinng able to duplicate them across users is a huge pain.
Assign another profile for Admin
Hello, i wonder if we can assign another profile for admin. I am asking because I am not only the admin but also the sale Rep. I would like to create a sale dashboard which shows every sale rep's sales data to each other. Since i am the admin, the other
Control sort order of subform
how do I control the sort of the items in a subform? for example, in the attached image, I want the dates to be chronologically accurate
After the sale is Closed-Won what's next? How best to manage the project?
I'm working with a small construction company and have implemented Zoho CRM for their sales process. This is working well so far and the office staff like it. Most Leads come in over the phone and the office receptionist fills out the Zoho Lead form, which has been customized with lots of extra fields. If an appointment/consultation is requested she also sets up the Activity on the proper sales rep's Calendar and then converts the Lead to a Contact/Potential with the Activity attached. The sales
The number of Authentication Tokens exceeded the allowed limit for your account. Please clear unused authtokens from here and login again.
I cannot login on zoho docs desktop every devices. I got this message as below: The number of Authentication Tokens exceeded the allowed limit for your account. Please clear unused authtokens from here and login again. I already deleted all tokens, but
Can you link to a comment?
Sometimes it's helpful to a specific comment in a ticket in our other system, however I don't see this as a possibility in Zoho desk. Is this possible or am I missing something?
How to post and view my public knowledge base?
How do I find the code to add the Knowledge Base to my website? How can I add the knowledge base to my web page? Is there a URL where I preview to see it live? Or is there code to insert it in my webpages?
Make Sales Order Reference# Automatically Available When Creating Invoice
When creating a new Sales Order it's very common, for example, to reference a customer's incoming purchase order number--and this is sufficiently accommodated by the Reference# field. However, when creating a new invoice from within an existing Sales Order that has a Reference#, the Reference# is not available. Instead, the actual Sales Order number is added. This should not be the case because a sales order number should be an internal tracking number, while a reference number should be for external
A lot of email was archived after moved into folders
Hy! I wanted to organize my mails into folders. I moved the "labeled" mails to a folder and a lot of them was missing. After some research i found them in the archived folder So my question is why are these mails are in the archive folder? Thanks!
Automatic NEXT and PREVIOUS in Help Centre
Some areas of our Help Centre are more like a book than individual articles. It would be useful, therefore, to have an automatic way of navigating from page to page within a section. For example, if the section were about MAKING A FILM the first article
More Control in Sequential Call Routing
Right now the sequence for call routing is determined by the first rep that signs in... ?! This is totally arbitrary and out of our control. Please provide a way for us to sequence the order in which our reps are contacted in.
VBA Script will not stop running
I have a script to clear checkboxes in a range and it works perfectly, except it will not stop. After it runs I want to be able to use the checkboxes again for calculations, then run the macro to clear them, then reuse the boxes as needed. As it is written
Can Zoho CRM API retrieve data from Custom Fields?
We have added numerous custom fields to the Account Record. How can we retrieve information from these custom fields through the API?
Bot Auto Post
Hi! Is it possible fora bot to auto post to a channel when it receives a message? For example, we are using the bot, through Zapier, to receive Twitter reports. The bot is used for information receiving not posting. Can the post flow directly into a
Setting Task Dependencies in Zoho Projects
Task dependency is created to link tasks in order to manage them better. This relationship between tasks drives the project schedule. Here are some of the most frequently asked questions on task dependencies in Zoho Projects: What type of task dependencies does Zoho Projects support? Zoho Projects supports Finish To Start dependencies in tasks. This is the default dependency type that Zoho Projects uses. In a Finish-To-Start dependency, the dependent or successor task can’t begin until the predecessor
Connect - Outlook AddIn
Is anyone else not able to download the Zoho Connect - Outlook Add In? https://connect.zoho.eu/outlookAddin
ship confirm with batch number via APIs (Inventory)
Hi all, My logistics is outsourced to a 3PL (3rd party logistics) Sales Orders are managed in Zoho , replicated to the 3PL's system. When shipping, the 3PL needs to confirm the batch/serial numbers shipped. How can my 3PL create a package/shipment thru
Outlook 365 using Flow to Parse & Add Lead
Hi Can we use Zoho Flow to pull data from specific emails (office 365) connect to CRM, Parse & add contacts details to CRM Leads or other Custom Forms? Thanks for your help
Billing addresses on member accounts
Is is possible to make all member accounts have the same billing address as their parent accounts? The billing details do not appear when generating quotes unless they are retyped into each member account (and there are lots!) Or can you add fields to
Tiny Tip Tuesday #37
Audit Logs - All you need to know! In the previous tip, we spoke about the significance of adding informed consent in surveys. We have a new feature for discussion this month. Did you know you can track all activities associated with a survey, as well
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