In MH, a completed web Event does not register as an acheived web Goal
Hi I've setup a web Goal that whenever any visitor (new or returning, any channel, any source) performs an event once, the goals is acheived (screen-308). It's called "webinar test". Despite the event (called "webinar") being recorded three times (screen-309), the Goal has zero achievements. Any idea why this is happening? Many thanks Steve
LMS - Grading and Reports
Hello, I am working on setting up LMS courses in Zoho People to track the training that we are doing internally, but I've run into a few issues. I created a test class in Self Paced Learning I made an assignment and I had someone submit an attachment.
Asuntos relacionados con la permisología en la creación de Perfil en Zoho CRM
Saludos He creado un nuevo perfil y estoy configurando las áreas de trabajo de los módulos y surgen varias dudas: 1- He creado un nuevo Perfil (UAP) y Quisiera eliminar u ocultar la vista estándar o preestablecer el perfil UAP 2- Eliminar de la cinta
Enable field workflow based on formula field not working
I have a formula field with an IF statement that returns either "1" or "2" I need to enable another field based on if the result of the formula field is "2" I have created the workflow, and the field is disabled by default, but when the result of the
Can you put a Currency field's symbol on the left of the field?
My currency fields show the correct symbol (£) but they put it on the right of the field (see screenshot). That's not how we use the currency symbol in this country. Can you change the currency symbol to appear on the left? Many thanks Steve
Export image fields as public accessible link
Hi there! I have a database with product master data and 3 image fields. I need to export/analyze the database through ZOHO Analytics and retrieve a public accessible URL of the product images. Example: Product name: iPhone 8 Plus 64GB Product image 01: https://www. ..... Product image 02: https://www. ..... Product image 03: https://www. ..... Do you guys have an idea how to achieve this? My workaround is to upload the pictures to ZOHO docs and paste the public to a text field, but that is
How I can export lists after using filters?
Hello, May be my question is quite strange, but I can't find this in interface In module, for example, "Invoices", I use filters and I need to export the results of filtering in Excel (or Zoho Sheet View). Can I do this?
Is it possible to set Estimate/Invoice Status via API?
Is it possible to set Estimate/Invoice Status via API? To support an automation, I need to change the status from Sent back to Draft. THEN: I need Books to set the status to Sent when I re-send the Estimate.
Importing data into a report
Hi, Im trying to import data into a report. One of the fields in the report is "Users" which in the form is a lookup field (Which looks into another report to pull all the users we have listed in there and displays as a dropdown in the form. However,
Adding a second notes field in the organisation view
Hi all, We've recently integrated Zoho in to our work processes and so far so good, but I'm having one struggle. Basically, we leave notes on the client account at the organisation level, and the CRM natively has one notes module in the organisation view,
Item rate base cost plus additional per linear foot
Hello, For many of my service items, I would like to have a rate of a base $ plus additional cost per linear foot. For example, install baseboard at $200+$5/LF. Is this possible with Zoho Books items? Thanks Eric
Can you add formula fields to a subform?
Is this possible? I have tried the two usual ways but they don't work: I've dragged the formula field from the field-type list on the left of the screen but it disappears when I drop it on the subform. I've clicked on "+Add Field" in the subform itself
data import problem customer doesn't exist
Hello, I have again a problem, I can't import my data in ZOHO using YOUR file in xls ... this is very crazy. I want to import my data list using the same template that Zoho provide like example. So, I want import data because there is NO contact in Zoho..
Associate specific Price List with CRM Account
Is there a way to associate a specific Price List with a given CRM Account?
Comments versus Email
There are a few threads on this - unfortunatey, I did not find the answer to what we are looking for. So, our clients, while opening a ticket or looking at a ticket have the option of replying to it, or commenting on it. If they comment on it, the ticket
Can you completely remove the Submit button?
I am trying to create a calculator app. It doesn't need to store data. And the result fields calculate as you add data into the input fields. There's no need for a Submit button (or a button of any kind). Can I remove all the buttons? Many thanks St
How to Generate Customer Journal and Ledger
How to Generate Customer Journal and Ledger
Mail forwarding to zoho support
I have just started a trial, I have authorised mail forwarding to zoho support from our business gmail account, yet emails to that do not appear as a ticket so far not liking zoho support,
What's New in Zoho Subscriptions - April 2021
Hello everyone, Zoho Subscriptions has new updates which make it easy for you to comply with local regulations, as well as features that can help you save time. Read on to learn what's new in April. Support for Mandatory HSN codes/SAC (India Edition)
Credit & Debit note
Hello Team, I am new to Zoho books and my business is also new. I have the following situation. I am supplying some UPS battery to my customer. Lets say (for ex.) it is one lakh INR. At the same time i am buying back the old battery that the customer
Product prices - multi buy discount creation?
Hey there, I am testing commerce and it seems to be a good platform. I am wondering if multi buy discounts on products are possible? For example, 1x quantity of product cost £10 the user then increases purchase quantity to 2x, but then their price drops due to them buying more in one order. to £19 for example. Then they increase quantity even more, and the discount keeps increasing. How can I acheive this, or something along these lines? Thanks in advance
API Create Ticket - email validation
REQUEST: POST - https://desk.zoho.com/api/v1/tickets { "subject":"testing_email_validation", "contact":{ "email":"testing_symbol_!_@test.com" }, "departmentId":"550547000008403071" } RESPONSE: 422 {"errorCode":"INVALID_DATA","message":"The
CRM Hacks #26: How to search records based on unique IDs in ZOHO CRM
Hello everyone. Zoho CRM provides a powerful API that facilitates integrating CRM with many third party applications. The searchRecords API helps retrieve the records that match a specific criteria. Every record in CRM will have a unique Record ID that gets parsed into the URL while accessing the record. Some of our customers wanted to use the searchRecords API using the Lead ID. Take for example, having a Zoho Creator form that could fetch the required details from the record when the Lead ID is
Migrating from GoDaddy - IMAP Account
I was able to successfully edit the DNS records on the domain, and can send and receive emails using the WEB-BASED email option for Zoho. My problem is that I have been unable to migrate the existing emails from GoDaddy to Zoho. I have tried multiple
Creating Workflow in Zoho Subscriptions to trigger in zoho creator APP
Dear All, I have a Zoho Subscriptions instance that I am using to capture subscription payment from my customers. The payment is for use of an App created in Zoho Creator. I want a way so that if customer payment has not been received 14 days after the
ios mobile app login problem
I can´t login to my mobile notebook app. I have earlier used the mobile app on an different device which I don´t have anymore. When i´m trying to log in to the notebook app on my new ios mobile device I´m requested to verify the login in OneAuth on the
Notebooks
Hi Ive gotten a new MacBook and reinstalled notebook and have lost all of my notebooks except for 3 from 3 years ago. How can I get the others back?
Why do i have to use my google account
I read the terms and conditions. five times. I read the privacy policies for California, the UK, and the GLOBE. Still just wouldn't let me check that box until MAGICALLY IF I SIGNED UP WITH GOOGLE......... DID you Know ? that when you use "sign up
Ability to select muti reviewer in zoho people continuous review
Hi, In zoho people continuous reviews option there is no way to select a multi reviewer and this thing is creating a problem for us. We really like the continuous review feature but the only thing is that it only supports one level reviewer. Like every
I want to check 3 accounts/ email addresses in one place
Hi, I have a very small business (just me) but to give the illusion it isn't just a one man show, I've added an info@...., a sales@....., and myname@....... Ideally I want to check them all in one place, and just pick which address I want to reply with.
Problem receiving emails - 553 relaying disallowed
Hello! I hope you can help me - I'm a novice with this. I can send out emails from Zoho mail, but when I try to email my Zoho mail account from my gmail account I get the following error: Message not delivered There was a problem delivering your message to contact@blackwatermusicproduction.com. See the technical details below. The response from the remote server was: 553 Relaying disallowed I also have my Zoho mail linked to my WIX website, but using the contact function in wix doesn't send an
Free text and alternative line items
Is there really no possibility to add free text and alternative line items to quotes and invoices in Zoho Books? I haven't seen any software before, where you can't insert this!? We often have the requirement to insert additional texts between the articles
messageDetails.get shows error
I was trying to implemenet zoho mail automation. My code can be seen below: messageDetails = zoho.mail.getMessage(mail_messageid); fromAddress = messageDetails.get("FROM"); My test run works but when i click proceed, i get the following error Anyone having
Geting tracking MH leads' information into CRM
Generally I have 2 questions: 1) Is it possible to get tracking information (UTMs, sessions, etc) from MH leads into CRM? It would be great for building ROI reports of sources, channels, campaigns. 2)Is it possible to get Google ClientID with leads?
New User - Can I create ledger entries
I am just looking to see if I can use Zoho for my purpose, I want a table to show ledger entires ie opening balance, debits, credits, running total, I would then like the running total field to be shown on another form. Can I do this ?
Mail recipient alias (not user alias)?
Hi. At Google Workspaces I have a limit of 10 user aliases (alias I can login with) and 5.000 mail recipient aliases (for each real account). I see that Zoho have a limit of 30 user aliases. But, what about mail aliases? Do Zoho have this feature? Thank
Anyone experiencing status not updating when uploading a file?
I've been trying to upload a file, the upload bar is full, but the upload status just sits there and hasn't changed? Tried reloading the page, but it's not uploading the file. Anyone has this problem?
Customer data created in Commerce fails to update the Other address in CRM with the Billing address
Hello, It appears that customer data for customers created in CRM correctly update the shipping address information under the CRM "Mailing", but don't populate "Other" with the Billing address... even when there is a separate billing address. The only
How to get client site Brand Email.
helo guys, I have a client site, and I'm handling it from very long time. But unfortunately google has disabled my Email address where I received his site Email Like through Email FOrwarding, but I heard that I can do same task with using domain email
Invoice Font Size
I can change the font size for most of sections in the Invoice, but not for Custom fields or fields in the Document Information section- any way to change the font size for these ?
Next Page