Error while sync -organization is already integrated
Hi Team I am getting an error while trying to sync CRM contacts with Marketing organization is already integrated
How to set chart range
I have a spreadsheet in which a new row of data is put in for a date. General layout is 1st column = Date and each column in that row is the value associated for that date. I chart this data using a lint chart, and always want the last 25 days o show
Give Someone Billing access without full admin access
Is it possible with Zoho One to give someone billing access without making them a full Admin of the Zoho One organization? For example, give access to our accounting department to handle all the payments regarding Zoho One? Right now we cannot figure
Tabs on mobile don't reset
Hi all, I have over 10 tabs on mobile and when I click on the tab, the page doesn't load where the title starts but starts from the middle of the text. Users will have to scroll back up to read. How do I program it so that when clicking on a tab, users
Google Sheets new row with formula
Hi, When creating a new row on a google sheet and I need to use a formula on a cell the result on the appended row is '=formula how to fix this ' ? Thanks
Cliq Slash Command Suggestions - Is it possible to have multiple levels of suggestions?
I'm starting to use slash commands and find them very useful. Is it possible to have multiple levels of suggestions? For example: Enter /command Receive Suggestions 1, 2 & 3 Pick suggestion 1, then show user suggestion 4, 5 & 6 On section of 4, 5 or
Paid and free account?
Hello, If I have a paid account, can I also set up a free (@zohomail.com) email address too, if I only have one mobile phone? Or do you restrict it to just one or the other? Thanks
Calculate totals in Survey report email
I have multiple survey questions that all use the Likert Scale question format. Is it possible to total the value of all question responses and display the result in an email to the survey respondent using the Email trigger feature. Thanks, Ryan
App Spotlight: ShippingChimp for Zoho Desk
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. ShippingChimp for Zoho Desk ShippingChimp empowers your ecommerce support with contextual, real-time, delivery-related information about
Domain Renewal/Redeem Problem
Dear Zoho, We'd like to redeem our domain and email activity. The domain has expired on 12/14/2020 . We've tried to renew the domain for our email with you (info@onns-sa.com) many times. But every time we fill the information and press the Pay button
Creating a customer in zoho subscription using data from a creator form
I am intending to create a customer entry in zoho subscriptions "on success" of submitting a form. I have created the following deluge script values = Map(); values.put("display_name",input.Coach_Name); values.put("email",input.Coach_Email); response
Tip of the Week: Task Dependency (Duration in Hours)
I hope the tip on task dependency helped in understanding how it works in Zoho Projects. In a real-time, the successor task may or may not start on the predecessor's completion date. On either case, a project management tool should allow the users to set dependency between tasks. Ain't it? In Zoho Projects, the Task Duration in Hours option allows the users to set dependency between tasks that ends and starts on the same day. The Portal Owner and Admin role users can activate this option from the
Tip of the week 81 - Tips to plan out an effective nurture series
A nurture series in email marketing revolves around a journey. One that might aim at converting contacts into buyers. Even though its eventual focus is to initiate sales, its main purpose is often governed by informative content and actionable elements.
Exporting Invoices to Zoho Sheet
Can't seem to view/export invoices into Z Sheet. According to the help info for Zoho Invoice, I should be able to do this, "Alternatively you can click on the “View” link, which will open the data in “Zoho Sheet”. This will facilitate viewing and editing the data in bulk". This does not seem to work.
How to use Custom function to search and update for Invoices & Purchaseorders at Zoho Books from CRM?
Hi, I need some help to correct on my existing custom function to search an Invoice_id and Purchaseorder_id at Zoho books from Deals. I"m using contacts email to search for it, but i know there will be a problem if multiple invoices created under the
Set Geo data type for Zoho CRM Analytics
It would be nice if we could use address, city name or zip code from Zoho CRM standard fields to generate Geo Map chart. At this moment, when I try to change the data type to Geo, let say Country or Zip code or City, it says : "Sorry [TableName] is a system table in this workspace. You cannot modify its design" I was told by Zoho Analytics support to get in touch with Zoho CRM to change the field type, but that has nothing to do with data source... it is related to mapping in the Zoho CRM connector.
Create Invoice API returns {"code":4,"message":"Invalid value passed for JSONString"}?
https://books.zoho.com/api/v3/invoices? Why do I get a {"code":4,"message":"Invalid value passed for JSONString"}? { "customer_id": "1305319000000146080", "contact_persons": ["1305319000000146082"], "invoice_number": "INV-00005", "reference_number": "123459898",
ABN
Hi, I am having trouble getting my ABN to show on the invoice. I know where the setting is under preferences to be able to include this information however every time I tick it, it shows with a line for ABN and then no number afterwards. This is despite
Zoho Books sharing estimate link from deluge script
Hi Team, I want to grab the estimate share/acceptance link via a script, e.g the one that emails out to the customer. Where is this variable/API stored. Example: https://zohosecurepay.com/books/<mycompany>/secure?CEstimateID=2-c11068f4d4dd484f80137
How do I get a invoice url through api?
Hello! I am trying to see how I can generate a url for an invoice via api to create a button on CRM to generate a link.
Zoho MarketingHub will not connect to Zoho CRM
I would like to connect my Zoho CRM to Zoho MarketingHub. Settings > Integration > Apps I see that Zoho CRM says "Not Connected" I click on connect, and get the error message "Organization already integrated." Any ideas how to fix?
How to restrict users to view only their sales orders
So here is my business case. I have medical-reps. dealing with different customers. For me it is okay if they are able to list all the customers on the sales order, but I want to restrict a medical-rep. to view only his/her sales order. I am kind of evaluating
Consigo enviar, mas não consigo receber email zoho
nao consigo receber emails! os registros mx estão configurados!!!!
Mailgun with iCalendar
Hello everyone, I have an issue that if I send an event.ics via mailgun then it is not showing the invitation. Expected: instead it show But if I dowload the file and send it via my Gmail. Then it show as the expected picture. Do anyone know what cause
APAC Online Workshops - Multichannel Support And Time Tracking With Zoho Desk
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. A workshop
Why can't my website go live? error 404
I just subscribed this Jan 9, 2014 for a pro plan on zoho site for me to build my personal website ( http://aimwealthtornado.com) to support My AIM Global MLM business. Although I have yet put any work for it, I see that as I tried to test and publish
Easiest/Simplest way to link two fields across two standard modules such that when updated in 1 it updates in other?
Hey all, I know this is too simple an idea to be so complicated in finding an answer. Ive read a variety of posts, etc that are similar but not exact. I'm not sure if i need a lookup field, deluge script, workflow, other, what combo of those, etc Question-
Zoho Books Auto Sign Out
My Zoho Books automatically sign out every month, please describe the reason why it sign out? and give an adequate solution.
Evergreen webinars
Can this product be used for evergreen webinars when someone could sign up anytime and watch the recorded versions n? I need the registration, email and CRM aspects. Could I use Showtime for this? Can the webinar be recorded and downloaded?
ghost Email, seriously
Please see the attached Email image. I get this at times, there does not appear to be a reason for it. I am not able to read what was (or maybe is) in the Email and I get no chance to delete it. I can x out but it comes back when I log back on. Please
Adding a photo image instead of using camera within ZoHo Meetings
How do you add a photo image instead of using the camera within ZoHo Meetings
Commision calculation formula using IF statement
Hello, I am getting my feet wet with Zoho and I am testing some simple calculations to get familiar with Forms and Formulas. This seems very simple and I have tried to look at examples but I cant get it to work. I have the following: A sub total field
ZoHo Table in Module Layout
Hi Everyone, I am trying to create a "spreadsheet like" set up in ZoHo CRM. I want columns and rows within a section of a module. It would look like this: 2019 2020 2021 W Field Field Field X Field Field Field Y Field Field Field Z Field Field Field Is
Very Slow Typing on CRM
I'm having a very unusual issue with Zoho CRM while typing in the application. The response time for characters to appear is seconds, sometimes up to 5 or more seconds. I only have this problem with the Zoho website and no other application. I've tried
Quote --> Quote Details --> Product Details Customization
I'd like to add some custom fields to the Product Details list inside a quote Details. Is this possible ? In short, I'd like to calculate Margin per item using a "Formula Field" for each product in a quote.
Unable to send mail through Google account: 535 Authentication Failed
I cannot send any outgoing messages for over a week now. When I do I receive the following error: Technical details of permanent failure: Google tried to deliver your message, but it was rejected by the relay smtp.zoho.com [165.254.168.48]. The error that the other server returned was: 535 Authentication Failed I attempted to change my password hoping this would remedy the issue but it will not authenticate my account. Please send suggestions to correct problem.
Change Base Currency
I want to change the base currency in Zoho Invoice. The HELP section says that it can be done as long as all transactions are deleted first. I have deleted all the transactions but I can't see how to change the currency. Hope someone can help. Thanks Matthew
zoho not providing free hosting
Dear sir, I designed a site on zoho sites and wants to direct it to a prepurchased godaddy domain, but message appear Map your existing domain With Zoho Sites, you can easily map a domain that you have already purchased. Once configured, your site traffic will be automatically redirected to your mapped domain. Your current plan does not support this feature. Upgrade your subscription to use this feature.previously i have not to do same, how can i map my existing domain to new site
Having personal and domain email delivered into different mailboxes
Hi there I have a personal mail account (myname@zoho.com) and have recently setup a domain forward (me@mydomain.com) by changing the MX records to the Zoho mail servers and the mail is being successfully delivered. So far so good. I would like to keep the personal email and domain email separate, ideally in a separate mailbox with it's own folder structure but can't see how to achieve this. For now I have setup a separate folder within my zoho.com email INBOX and have a rule setup to move email there
CPQ and product configuration
Hello, is ZOHO creator a good software to development a CPQ or product configurator? Can you please provide your feedback and experience about this? Thanks.
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