GROUP BY with If statement and Table Join
I am attempting to execute the following query in a query table: SELECT "Filtered Gift Master"."Client" AS 'Client', "Match"."Match Amount" AS 'Match Amount', IF(SUM("Filtered Gift Master"."Amount") >= "Match"."Match Amount", SUM("Filtered
How to connect Zoho social to Linked in Profile
Dont want to connect to the Linkedin Company page, want to do it to the profile page Is that allowed ..cant see that option.. K
Cannot post to instagram
Hi, We are trying to post to our connected instagram account but are getting this error message: You don't have publishing permission for this Instagram Business Profile. Please ask the Admin of this profile to change your role.We were able to post to
Introducing Serial Number tracking in Zoho Inventory
Hey everyone, Hope you're all doing great! As your business grows, you'll need more and more control over the flow of your inventory. For example, you'll need to be able to uniquely identify every single unit that comes in and goes out of your warehouse. This pin-point precision is very much important for handling many day-to-day business scenarios. With that in mind, we're happy and excited in bringing Serial Number tracking to Zoho Inventory. Why do I need serial number tracking? "Hey, the
Bank Rules Warning: Duplicate transactions
Hi, We have certain charges that automatically debit off our bank account on a month basis. Some of these charges are allocated to the same Expense Account. Example: 1. Bank Service Fee - (Bank Charges Category) $25 Bank Management Fee - Bank Charges
Zoho Cliq live feed keep showing enable even if user close the cliq application
I have noticed one strange error in zoho cliq which i have also report to zoho one team and they admitted that its a bug and they will resolved it soon So the thing is that support if a user turned on his live feed and then after turning on the live feed
Difference between CRM Lead & MH Lead
Hi there, I'd like your opinions on the best way to use both CRM & MarketingHub. For example, we have customers that sign up to our Newsletters to which we'd like to set an automated 'weekly email campaign' via MH...the question is: do we still load this
Line items in inventory records can now be viewed as Subforms in the Zoho CRM iOS app
Hello All, In Zoho CRM iOS app (v.3.6.5), we have enhanced the user experience of working with products in the inventory records. The product line items will now be displayed in Subforms in the 'Details' view of the inventory record. You can add/edit
Connecting google apps script and Zoho Books API
Hi all, I'm encountering an issue with no real clarity on what the exact cause is. My goal is to connect google sheets to our Zoho Books API to generate new customer payments based on data imported to a google sheet. So far I've been successful in looking
Can you specify the primary Contact name with in the Accounts when having multiple contacts for the same account?
Can someone help... If you have 4 contacts for one account... how do you know who the primary contact is? Are we able to specify who the primary contact is? Thank you in advance, Christine :)
Simple Widget to Count # of Records in Zoho CRM
Hi, I have a Custom Module and have created a custom view for a subset of the records. I would like to display a simple counter on my Zoho Site site that displays the number of records in that custom view, to be refreshed/updated once per day. What
Have Zoho-One account yet keep receiving trial expiration warnings from z-Sites
I have subscribed to Zoho-One for several years. On and off I have been working on a Zoho-Website and now I just published it - it is online! First I kept receiving emails from Zoho that my Zoho-Sites trial will soon expire and now I keep receiving emails
Task Model loses the ordering of tasks and subtasks when applied to some project
The referred model has 2400 tasks and subtasks, is it exceeding any Project limit? When the task model is applied to a project, the original order of tasks and subtasks is lost. I have already tried to recreate the project and also the model, yet the
Subform: On Delete Row - For Each Record still accesses deleted record
I have a main form called Invoice which contains a subform called Alterations. The subform Alterations basically contains line items of my invoice which the dollar value is added up on a currency field of the form called Alterations_Total. I created the code below for a "subform: on delete row" event. The issue I'm having is that the record just deleted on the subform still gets accessed by the loop "for each record". That is causing my Alterations_Total to still take into account the last deleted
Can't Receive Emails
Hi there, I can't receive any emails at my domain despite adding all of these MX records: mx.zoho.com 10 mx2.zoho.com 20 mx3.zoho.com 50 I also sent an email to support@zohomail.com but have not heard anything. Can someone please help?
UK Fixed Rate VAT Scheme - VAT on Expenses
I run a relatively new business and am about to submit our first end of year accounts. We're on the UK Flat Rate VAT Scheme which means we means. My issue is that at the start of the year I had been adding expenses and classifying the appropriate VAT on those expenses. However, I've since discovered that because I am on the flat rate scheme, HMRC say that I should be just leaving expense purchases as zero VAT as I cannot claim that VAT back and any income earned as a result of the flat rate scheme
Zoho Backstage for admins — A virtual training program
Hello everyone, We're back with another session of our virtual training program for portal administrators looking to learn the ins and outs of Zoho Backstage. At the end of this training, you'll be getting a certificate of completion as well. Join us
Barclays Bank Feed not working
Is anyone else seeing this? I can't get my Barclays bank feeds to connect. I've tried for three days now, and when diverted to the barclays bank page during setup, I just get a blank barclays page.
Free webinar: Getting paperwork e-signed in under 5 minutes - A Zoho Sign walkthrough
Hello, Do you or does your organization still work with paper documents using printers and scanners, and get them signed using pen, paper, and seals? Zoho Sign, our easy-to-use digital signature solution, can vastly streamline and speed up your document
Reserving Ticket IDs
Last week we became aware that our ticket ID counter did pass the 20.000 mark and we wanted to celebrate this event by congratulating the department that did receive the 20.000. ticket. Unfortunately, this ticket was nowhere to be found in the system.
auth token
while generating auth token with the help of link: https://www.zoho.com/people/api/oauth-steps.html#step1 when i hit request page does not exit error accours at step 3 generating access token and fresh token. all information i give is correct and according
Importing non-bank transactions when migrating to Zoho
Hello there. I’m planning to migrate to Zoho books from another package. I have managed to import my chart of accounts however it appears that Zoho Does not allow you to import transactions for accounts which are not bank accounts. Is this true? If not,
Automated meeting emails Bigin
Hi How can I get rid of the automated emails that bigin sends when there is a meeting scheduled? Please see attached screenshot. Thanks
Task/Meeting/Call
We're not really using Meetings and Calls - it's 100x easier for us to use Tasks for all activities and create a custom field called Task Type to narrow this down. Can someone confirm that if I remove Meeting and Call modules from non-admin profiles,
Awaiting response section in Salesinbox
Hi there Is there a way to have a "Awaiting response" section in Salesinbox email service? I used freshsales before and it also ha da list of emails that I never responded to and this helped prevent forgetting to follow up on an email I read but didn't
Automatic currency update for Zoho CRM
Hi, Once anybody needs to make automatic currency updates we offer the extension that helps it. Currency Exchange Rates for Zoho CRM: https://marketplace.zoho.com/app/crm/currency-exchange-rate-for-zoho-crm With this extension you can: - Automate currency
Deluge - couting how much times my lead have been submitted a form
Hi, today i have a field that recognize when i have a return lead its a field of Data&time that created in module lead and also Module Students (contacts) i want to create a new field that count when the data&time field is changing that will count how
Auth token
while generating acces token following the given link https://www.zoho.com/people/api/oauth-steps.html#step1 at Step 3: Generating Access Tokens and Refresh Tokens. when i hit request getting page does not exist error???
How to download data from Zoho CRM to on-premises SQL Server
We want to create Data Warehouse on our on-premises SQL Server How we can connect to Zoho CRM and regulary download data? Thank for all idea
Integration from ZOHO CRM to MySQL
Hi everyone, I have one doubt. If user create Accounts in ZOHO CRM then automatically same record with same values also get created in MySQL. Please help me. Thanks. Regards, Venkatesh
Zoho Mobile App Not Working
Hey there, I recently donwloaded the Zoho Mail app on my phone but its not working. The mails do not load well and its like the whole app is just not working. I tried downloading the app on another phone and its working fine. When I use the app in my phone, it really just does not work. At first, the app shows that there are no mails, After that it takes around 5 seconds (and its not an internet issue as it works just fine on my other phone) and then it shows the mails. Then after that, when I try
Allow Additional On-Screen Video
Hello Cliq Team, My org would like to request the ability to have a "Gallery View" for video to allow more people at once to stay on the screen. I know this feature existed at one time but was phased out. Thank you! Tyler
Adding Attachments from WorkDrive to Deal
I am currently trying to develop some workflows in CRM so that when an Opportunity/Deal is Won, 2 files in our WorkDrive are attached to the Opportunity/Deal automatically instead of our users having to go into the WorkDrive to find the files to attach.
Price Breaks?
It's just dawned on me after thinking I'd discovered just about the most perfect accounting software for me over the last 3 weeks or so, that we don't have price breaks. Price breaks for quantities or bulk purchase. Yes I discovered Price Lists, but it's limited to only one sale price per customer. This seems like a rather large flaw or oversight, unless I'm missing something completely. Say for example I sell Apples. You can buy 1 apple, 40, 400 or 4000. doesn't bother me how many you buy but the
Blocked Account
Hello Zoho Support, my account is blocked due suspicios login because I was logging in via a VPN on my mobile phone. I changed the password already but I still cant login. In the "Zoho Mail Control Panel" there is no "Troubleshoot section" as it is described
Is there a way to Create Related Record programmatically ?
Is there a super-secret way to Create Related Record programmatically? I read the documentation here: Update Related Records using External ID | Online Help - Zoho CRM
Delete anchor
Hi, How do I delete an anchor without having to delete the content? I tried adding an anchor on a page and it Zoho Sites through an error saying the anchor name is already in use. I would like to find and delete the previous anchor. Thanks Sunil
Unable to Verify Ownership of Domain
Hi, I am unable to verify my domain i purchased from Z.com (fgnaga.com) both TXT / CNAME Method wont work. See below image.
UPS Tracking API Certificate Change
Hello, I received the following email from UPS about a change to their API certificate. We use invokeUrl in Zoho Creator to track UPS shipments through the UPS API. My question: Is this something I need to worry about, or is it handled between Zoho
negative payments
Hi. I have a customer who's payment bounced. I have already recorded the payment before it bounced. Now I want to show that it's bounced, and add the bank assessed fee to the invoice. according to these: https://help.zoho.com/portal/en/community/topic/edit-payments https://help.zoho.com/portal/en/community/topic/how-to-record-a-refund-event I should be able to enter a negative payment, but I'm getting the error "Please make sure that the payment received is not negative." What am I supposed to do?
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