New Report : A/R Aging Details
Hello Everyone, We are constantly putting our efforts in enhancing our reports section taking into account the feedback we’ve received from you. Following the enhancement we’ve provided in the A/R Aging summary report, we have added a new A/R Aging details report under Reports -> Receivables with the same set of customization options as provided to A/R Aging summary report. This report lists the unpaid invoices in accounts receivables, which can be grouped by customers, sales persons and currency.
How to update all occurrences of Invoices with an updated customer address?
Hello, I am looking for a solution for this… If I update an customer address in Zoho CRM customer/contacts module I want to update all occurrences of the invoices in Zoho CRM, where the customer is the billing or shipping address. Is this possible with
Card does not support recurring payment
As per new RBI guidelines for auto debit on debit/credit cards it has been limited to Rs. 5000/- only. Due to above, I am not able to add new credit card for auto monthly payment, can someone guide me how to proceed with my payment as not getting any
Can I map a field of the Deals Module with the Contacts Module?
Hi, I have the field "Email" both in the Contacts and Deals Module (well, also in the Accounts Module). Is it possible to map it, so that each time that we add a new email or modify it in one of the modules, the CRM automatically updates it in the other
Linking a Pop-up Form to WordPress?
I created my Pop-Up form in Zoho Campaigns. I downloaded and activated the Zoho Campaigns Wordpress plugin. I can add sign-up forms to my website, but I can't find any instructions of how to link the pop-up form to my website. Would someone please tell
Unable to join existing company
Hi, I recently joined Zoho Cliq and have been trying to join an existing company by using their email address. I have tried countless times over 3-4 days but have been unable to send my request as I keep receiving errors, despite the address being accepted.
Will MH get the ZeroBounce & Validity integration like Campaigns?
Hi Zoho folks I've just seen the great news that Campaigns will get integration with ZeroBounce & Validity. This should be a great boost to deliverability, an oft-overlooked problem with email. But it begs the question: will MH get that integration too?
Link Instagram without using facebook
Hello, we are looking to link instagram to Zoho social, the question is: - Is possible link Instagram with Zoho social with out link to a Facebook page?
Adding technician
Hi, Trying to add one more technician and get config error, we have standard plan with 2 technicians
Images in RSS feed
Hi I have successfully set up an RSS campaign, but the images in the feed do not appear in the email. Please have a look at https://v3.bethshalom.org.nz/feed/ How do I fix this? Many thanks
Sales Report: Sales by customer by item
Hi, i have a few big clients and I really would need to run a report to see what I have sold to any of my single customers. I would need the Sales by items report, but I would need to see the sellings for each selected customer. How can I see the single
Marketing Hub - Push To Zoho CRM - Map Your Fields - Fields Missing?
Hello there, I'm trying to do a 'push to crm' process step in a journey for a client - but when it comes to mapping across the fields, many of the fields in Marketing Hub are missing. As you can see here - it's saying that there is no matching field 'Lead Source' even though it's in Marketing Hub. Additionally; When creating a sync: But - if I try to ADD the Lead Source as a new field: So... I have no idea what's going on, really. Marketing Hub is saying that it's both there and not there. Can
exporting as pdf not working fine
I did try to export sheet as pdf and not working properly. please fix this. vikyboss
Notebooks and Notes Disappeared
I got an error notice saying that my Current Session has expired along with 3 options: this was a desktop session 1. Sign in again as unknown user (I'm recalling this so the language may not be perfect) 2. Export unsynced notes and sign out 3. Sign Out
Blacklisted in MagicSpam
Hi, I think the IP address of our Zoho Mail is blacklisted by magicspam. It's frustating, because so many of our working partner using MagicSpam in their webhosting to filter spam. Can you please help to remove it? Because I see some discussion here https://help.zoho.com/portal/en/community/topic/our-ip-is-blacklisted-please-help Zoho team helped remove it from blacklist. Please help This message was created automatically by mail delivery software. A message that you sent could not be delivered to
Wrong subtotal in invoice
Hello, i have a problem in the calcul of subtotal (without tax) in Zoho CRM, do you fix this bug ? thanks you
Conference Room Booking App
Hi, I am trying to use the prebuilt Conference Room Booking app in Zoho Creator. However, I realised that the app allows overlapping of booking of the same room at the same time. Please help me with scripting some validation to prevent overlapping of
Zoho Webform Redirect
Hello currently have a webform on my site (www.simplymh.co). Landing page address for form currently points to that same home page site. However - after form submission i'd like to redirect to an acknowledgement page. But - when I updated the landing
Include data from custom module to the conversion between Lead and Contact
Hi guys, I have a custom modules linked to a lead and I would like to keep the relationship between the data from that module to the lead when it is converted to contact Is there anyway I could do that? Thanks a lot in advance Regards
Increase Clicking "Movement Forgiveness"?
I'm SURE I'm not the only one with this complaint... Whenever you click on something in Zohocrm you have to ensure the mouse remains COMPLETELY STILL between click and release of the mouse button or it WILL NOT REGISTER the click. I've never seen any
image gallery
we are building an application for real estate and need the best way possible to display a property's images. what is the closest or best way to replicate an image gallery using zoho creator?
Cannot add new brand with Instagram only
Hi I am trying to add a new brand to my account, I only want to add Instagram for this new brand. When I click add new account then choose Instagram it redirects me to connect through facebook like normal, Then it gives me the list of available accounts
Opening balances
I am having a horrible time! I am bringing in all my opening balances following final adjustments by the auditors! I cannot for the life of me get it to balance, customers and vendors don’t have the opening balance box yet so I have to put in invoices
organizing deals page
Is there anyway to remove the 'Best Time For' block from a layout showcased in the first screenshot I added? One more question - is there also a way to add the activities buttons (+Task, +Call, +Meeting) to the top of the deals screen? The buttons in
Use extensions in mobile
Hi, i've created an extension for Desk and it's ok, is possible to use this extension in desk mobile app? in a native way?
cant receive email
Hi. I'm trying to send an invitation email to the user I created but the email cant received. We used company email like finance@mycompany.com not Gmail. i have tried gmail and it works Can someone help me? Thank you ☺️
Organization is Already Integrated
Greetings. Every time I try to sync my CRM, I get this error, stating that I am already integrated. Yet, as you can see by the attached, I have not yet Integrated my CRM. Any idea as to what is happening here? Thank You
Erro ao receber e-mail
Erro no Zoho Mail. Não conseguimos receber nenhum e-mail. O envio continua normal. Até o momento não temos recebimentos de e-mail. Conta o erro de conta não existente. joaopessoa@neurodor.com.br
Italian Tax and Bank support in Zoho Books
Dear Zoho Corp, as Italian users we're growing up quite envious seeing other editions (India, Canada, UAE, ...) of Zoho Books offering a better support for taxation directly integrated, with some even seeming to include the possibility to interface with tax agencies directly. Even more, we see that our neighbourhood country like Spain, France, Austria, etc. could directly easily interface their banks and credit cards with Zoho Books/Expenses. On September 14th, typing "Italy" in the "Add Bank Feed"
Quote under the deal, templete not pulling "Contact" details.
I've creted Inventory templete. Under the deal tab I create a quote and then want to send that quote to the contact assigned to the deal. Zoho detects correct email adress out of contact but when I view the PDF the fields it was suppose to pull are empty:
Zoho CRM - Mail Merge not working
Hello , I have a flow created to send the mail merge as an attachment in an email once record is created in Zoho CRM's Contacts module. The flow was working perfectly fine until yesterday. But today it is showing an error in Zoho CRM's server. Please
Auto Number Field dependent on type of invoice
Hello again! Im often here lately. I've created my Invoice template and as other users suggested I used autonumber field to populate Invoice number. In my country there are 2 invoice types. Ones that do not need to be numbered and are just an information
Get Related Stage History for Deal in API v2
Hi, In API V1 it is possible to get the Stage History for a Deal as detailed here - https://www.zoho.com/crm/developer/docs/api/getrelatedrecords.html#To_fetch_the_Stage_History_related_to_a_Potential Is this functionality available in V2? I can't seem to find any information on it. Thanks.
Setting "Remind At" Date in a CRM Task via the Creator CRM API
Hello， From Creator I have satisfactorily been able to create a CRM contact record, and assign a task to that person. However, I would also like to be able to set a 'Remind At' date for 3 days after the contact record has been created, to remind me to contact that person. It's not clear if, or how, this can be done from the Creator API...because within CRM, the 'Remind At' field has, I guess, a number of sub-fields....here is the sample code that I am working with... tomorrowDate = zoho.currentdate.addDay(1);
Track Conversion rate between stages inside Deals Module
Hi, There exists a feature to track the conversion rate between the modules in CRM. say: 45 % conversion rate from Leads to Deals as you can see in the below screenshot. This can be assessed by going inside dashboards-> deals dashboards-> add component->
Exporting invoices to Excel format
Good evening. Is it possible to configure ZBooks so that this information circled on this image (especially the payment method made, not the expected method, but the method by which the payment was made) are displayed in the Excel file after exporting
SendMail function
Hello , I created a button using deluge that send mails but my emails go to spam even my Authentification e-mail is verified . can i know how can i solve this big problem as soon as possible.
Editable doc in CRM account attachments
When I create a new account, I attach details in an excel file. When I look at it, it is read only. How do I make the excel file so that it can be edited with updates? Thanks
ZOHO forms organize
Is it possible to organize my ZOHO forms? I have 84 active forms, but they are all mixed up. Is there anyone who knows if it is possible to add some folders?
How to create/update a lead in Zoho with Zapier ?
Hi everyone, If you use Zoho with Zapier, you will have noticed that the Zaps always change... In the past there was a simple "Create/Update lead" Zap. It meant that when I have a new lead in instapage, the data automatically updates in Zoho. And if the lead does'nt exist, it's created. Now it has gone, and I don't understant anything to the new zaps... Can someone help me ? Thx in advance, Joseph
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