Incomplete bank statement uploaded
We have recently moved to Zoho Books from another accounting package. We imported all estimates, invoices etc. and also imported bank statements going back to 2013. However, for one of the bank accounts, the transactions imported appear very incomplete.
Emails not showing in IMAP mail client
I have connected my email account with mac mail app. The app shows all the folders that are in zoho mail, but none of the folders (inbox, etc) has any email message. Please help.
Only one of my email adress works
Hello, i created 3 mail adresses, and only the first one that i created works the 2 others cant recieve my test mails. I get 553 Relaying disallowed error when i try to send to one of those email adress. In my admin panel all my adresses are green on
Marketing Hub Web Tracking 'Define Event' Frame won't visually load site.
So I am trying to define several events on our landing page, but for some reason the frame that is supposed to load the web page is not showing. This means I can't highlight a spot to set as an event. If I right-click in the frame and View Page Code,
Zoho Quote and Deal relationship
Hi everyone, At this moment, we've been manually entering deals and invoice amounts in the specified fields. Here you can find it. They are written in the accounts. When I change the status of a deal to WON, Zoho triggers an email including these fields.
Need Zoho Workflows to be set up with Whatsup and SMS if clients don't respond to emails
Hello, we want to set up workflow(s) to send SMS and/or whatsup to - clients and - deal contacts who did not reply to our emails, and we cannot add it in CRM workflow rules setting. How can we do such workflow? We want to send pre-auth links to clients
HOW TO ADD FUNCTION CONVERT QUOTES TO INVOICE
Hello guys, can i re-create Button Convert with Function Convert Quotes to Invoice in zohocrm? because, if i create new custom field on quotes item, when i click button convert, new custom field on quotes didn't doing same on invoice module even though
How to setup an abandonment journey in MarketingHub with Leads and Contacts from the CRM?
Hi, I would like to setup an abandonment journey in my website. I would like to send an email to users that have reached the reservation page and then abandon. In order to that, I want to pull the Leads from the CRM, and I don't want to create or use
Zoho Forms SUBFORM to Zoho CRM related list
Hi, In my Zoho Forms, I ask the client if he has partners through a subform. The subform is linked to a hidden Zoho CRM subform, which then triggers a workflow to create contacts and link them to the contact Roles related list. It works great, but there
What happens to mail sync'd in CRM when employees leave or contact emails change?
We use and rely upon synchronization of emails from our corporate Gmail email accounts, into Zoho CRM for both leads and Contacts. Questions: If an employee of ours whose emails are currently synchronized, leaves the company and that email address is deactivated, do the emails disappear from CRM? Is there any way to prevent that, if so? If we change the email address of a contact or lead, do emails previously associated with their old email address disappear from the Emails section? If so, is there
Conditional Fields does not show Formula fields?
As the title says. I want the field "TEST" to show up only if field "Dwie kondygnacje?" is ticked. But it does not appear in the dropdown section of conditional fields creation: Is there anything Im doing wrong? Thank you.
How to create a new related list in zoho crm
Hello, in module deals i have a section of inlay courses, i want to add it to the related list of module deals for making a shortcut for my employees how can i do that? i am attaching a photo Thanks :)
Automatically apply credit note to the next recurring invoice
Dear Zoho, I seem to remember there was a setting that allowed me to choose to automatically apply open credit notes for a client to his/her next recurring invoice but i can't seem to find this option any more. Is this feature still available or do i have to apply the credit notes manually? I'm informing about this as i reward clients who refer a new client with a credit note that would be applied to their next hosting invoice (which are recurring invoices). Greetings, Manuel
Function #41: Sync Associated Subforms!
Welcome back everyone! The last custom function showed how to update a Contact with Product details from it's Related list in Deals. This week, let's look at a function that lets you update subform records in two modules simultaneously when one of them is updated. Business scenario Let's look at how subform helps in an education institution that has deployed Zoho CRM. National Public School, Austin (made up, of course!) has set up Zoho CRM and it follows the same relationship pattern of "Students",
Client Pays 1/2 upfront and 1/2 when work completed
I charge clients 1/2 upfront and 1/2 when the work is completed. What is the best way to do this with Zoho Invoice so that I can see the total amount for the work, what has been billed, what has been paid, what is left to be billed and paid.
create new contact
Hello i have try to create new contact using api but not created so i need to fnd solution .
Adding an email to an unsubscribe link URL
I've spent hours trying to figure out the mail API with no success, and the unsubscribe link options don't seem to include what I want. What I want is simple. I want my unsubscribe link to include the email in the URL, so I can handle my own mailing list
Can't create new invoices "invoice already exists"
The title pretty much sums up the error, it's stuck on the last invoice we sent out. I don't want to delete it and see if that helps, we shouldn't need to. We can't create any new invoices so not sure if there has been a known issue for anyone else?
Bigin - Astuce #3 : Comment garder contact avec ses clients ?
Bonjour à tous, Dans toutes les petites et moyennes entreprises les projets aussi divers et variés rendent souvent compliqué de créer un lien durable avec les clients. Voici quelques moyens pour utiliser Bigin au mieux et donc rester proche de vos clients.
Complaint and Escalations - Zoho CRM Support
Relatively new to Zoho CRM and having untold issues with data management element. Seems that after 5 days of trying to resolve this through support that I am no nearer a solution after escalations with support team. Bottom Line - Is there a formal Complaints
Shopify Payments and Zoho Inventory
I am looking at integrating Shopify and Zoho Inventory. As online sales and payments are processed through Shopify, how is the payment information bought across and matched to the invoice. I understand the process of creating packages, shipping them and
How can I get the chat transcripts to be mailed to the same operator that answered the chat?
It turns out that I have 10 operators and I need the chat transcripts to reach a specific email to each operator. The chat I answer, is it possible to do this?
How to set form field values using Custom Functions?
Hi, I have about 10 fields to be calculated in a form which uses several input fields. I would like to refresh the calculations "on field input" of input fields. As formula fields can't be used in another formula field, I had to go for workflow actions. I would like to write the calculations once and reuse it for all the actions. I tried, Functions with record ID as parameter. I was not able to set the form field values using Functions. ( Eg: input.Field = 100 is not supported) Is there a way to
How do I create 5 mailboxes / Access 5 mailboxes created as part of my domain??
Guys, The support documentation is poor - I can use 5 mailboxes / 5 GB each as part of Domain registeration? correct - How do I create and log into those mailboxes?
Form load is very slow
I am trying to update a form but the problem is that it is very slow to load. View: https://creator.zoho.com/essistmgmt/assets/#View:CUSTOMERS_View Record I want to update: CUSTOMER_ID = "EUR" Note, the application is shared for editing. I end up seeing a blank screen for a few minutes. Can you please investigate?
Does ZOHO Books support automatic bank statement retrieval
Hi, Like QuickBooks, soes ZOHO Books automatically imports bank transactions and Credit Card transactions and reconcile it automatically.
Connections to host smtp.zoho.com on the default ports failed.
I am on Mac Big Sur OS. All of a sudden I am not able to send emails from the Apple mail account. Can you please check Connections to host smtp.zoho.com on the default ports failed. Select a different outgoing mail server from the list below or click
Synch Outlook calendar with Zoho Mail Calendar
i downloaded the plugin but its not working at all. I have outlook 2016 and Zoho Mail product. I need my calendar from Outlook to show up in my Zoho Mail account so that the times can be blocked off. I have zoho business plugin and run that as administrator keeps saying please open 'microsoft outlook and try again' - - i have done that 5x and says 'error when accessing outlook data'
Zapier
Just a quick one does anyone use Zapier? I have just found it I was wondering if this can create documents and merge them automatically? Love for people to me let me know what processes they have setup with Zapier
Custom Function calculating Revenue in Year
Hi everyone, I hope you are well and staying safe. Our organisation needs some help with the implementation of a custom function that would calculate Revenue In Year for any opportunities. Please find an example of the formula: Contract Start Date = 01/03/2021
Some emails not bring forwarded into Zoho Desk
I've noticed that several emails are not bring forwarded into Zoho Desk. They are in my inbox, so the issue doesn't appear to be related to email filters. Anyone else experiencing this?
How to send monthly repport to our customer
Hi, is it possible to send automatic tickets repport to our customer ?
Jira - Desk Integration
Hi guys, I have integrated Jira with Zoho Desk. At this moment, I can bundle Desk tickets with Jira tickets - which is fine. My problem is reporting these bundled tickets. Is there any way to report these linked tickets automatically? Let's say; I have
No puedo cambiar plantilla en un sitio creado
Hola, buenos días. Estoy comenzando a configurar una web a través de la plataforma Sites. La cuestión es que no consigo cambiar la plantilla por otra de la galería. El sistema me permite seleccionar otra plantilla e incluso en la galería aparece marcada
Recuperar email eliminado, retrieve deleted email
Hola, En una de las cuentas de nuestro equipo de trabajo se eliminaron por error todos los emails enviados. La cuenta es nicolas.berriel@psestudio.com.ar. Quería saber si ustedes los pueden recuperar lo antes posible.. Desde ya gracias, Saludos Hi, In one of ours accounts, a team member deleted the sended emails by mistake. The account is nicolas.berriel@psestudio.com.ar. I would like to know if you can retrive those mails as soon as posible. Thanks in advance,
Zoho Desk
Hi all. Can anyone please tell me if there is a user's manual for Zoho Desk, and if so, where can i download a copy? TIA
WhatsApp like Ticks for Email with Delivery/Read Receipt
Hi Zoho mail has support of Read Receipt so when person read the mail get notification back on Email. Instead of Email notifications - Some cool WhatsApp like Feature you can put, using which one can easily know the status of Email - Sent, Delivered,
Community tab should not be visible for users who don't have access
Hi, A user that doesn't have access to the community should not see the tab community in the top menu. Kind regards, Helen
Cannot assign Zoho Assist app to user
Recently, I cannot add user to Zoho Assist app. Wheneven I assign, the screen just shown "Error occurred". Actually, it's not just assigning Zoho Assist app failed. When I change department of a user, the same "Error occurred" shown. Any of you have
Form Approvals
I am looking for a way to send an approval email from an email in a drop down list. I have a drop down with several emails to choose from. I would like the approval email to be sent to the recipient chosen in the drop down. Does anyone know if this can
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