Limit user by department
Hello, Here's a little background before asking my question just in case my set up is not optimal. I have several customers that I moving to my support site. Since i was not able to split them by organization (unless I'm missing something) what I did
Receipt of emails really delayed
I just received an email from a potential client looking for services. When I called to discuss, they indicated that they went with someone else as I didn't respond. When I mentioned that I had just received the email they indicated that they sent the
Sending email status "Processing.."
I sent an email with 625kb .zip attachment and stuck with the "Processing.." status. I've never had this problem with the same attachment as well. I tried sending test mail without attachment and it went well with no problem. Currently, I'm using 4%
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Upload json File to Zoho Docs with C# - "EMPTY_OR_NO_FILE_SPECIFIED"
Hello, For my business work, I'm trying to write a method in C# to upload json files to a contractor zoho docs account. We have tried some different ways but with no success. Connection is correctly established , if I insert a wrong token or folderId
Problem when choosing Folder as output settings for doc merge from Form submission
Dear community, I hope this email finds you well. Lately I have been unable to choose a folder as output setting for the final doc after a merge from a form submission. At least 2 months ago, I was able to choose the output folder. However, now when I
Automatic attribution of Facebook Ad leads
We would like to attribute leads coming from Facebook ads and follow them all the way through the funnel to conversion. This does not seem to be possible currently. Any ideas?
We sell recurring services and products, I want a single quote AND invoice
So we sell physical products that have a service with them, which charges monthly we also provide other services on their own I want to be able to send 1 quote and then a single invoice after that, with all the recurring services and products together.
What happened to "Custom View" in Accounts periodic sync?
I swear the last time I set up a periodic sync from Zoho CRM with the Accounts module, the options were "All Accounts," "Custom View" and "Criteria." Now all I see is "All Accounts" and "Criteria." Am I wrong that we used to be able to sync based on a
Zoho IMAP to Apple mail
I am the " Super Administrator" for our Zoho email account. I have successfully added Zoho to my Apple mail. I cannot get another user configured. I enabled IMAP in that Zoho account and followed all the prompts to add Zoho to Apple mail. I tried both
Zoho bookings features
Zoho bookings would be almost perfect but it’s missing standard booking features: - assigning a resource to a booking I.e if you all staff share a meeting room. Acuity allows you to set up that meeting room as a resource attached to the booking. - setting different availability per appointment type for eg our new client calls are on a rostered system which is actually quite common, Jo might have new client calls on Monday afternoon and Mary might have them on Monday morning. While Mary is still
New Subscription Email Notification
Hi there, hoping I can get an answer please to my question, relatively new to Zoho Subscriptions :) I am creating a new subscription. Have tested in demo company area, and 2 email notifications get sent; 1 for the invoice, and 2 for a new subscription
Zoho Recruit Basic Flow Training
Hi Team, We are facing difficulties in setting up basic recruitment end to end process in Zoho recruit, Can somebody guide us in this regard. We are also looking for any paid training.
Leads limits in Marketing Hub ; why ?
Hi, I just discovered that MHub subscribers are limited under 1000 leads . How can we exceed this limit and how much does it cost ? It's little bit strange because campaign is around 5000 per user
Import html file for new blog post
I use an SaaS app where I can write and seo optimize a blog post. Since this service doesn't directly integrate with Zoho Sites I can't post directly but can export the blog post as an html file. Is it possible to upload this html file into Zoho Sites
java return statement returns {"output":"TestData","log":"[\"Log Data\"]"} how to get exact return as a output?
import java.math.BigDecimal; import java.util.ArrayList; import java.util.Collections; import java.util.HashMap; import com.zoho.cloud.function.Context; import com.zoho.cloud.function.basic.*; public class JavaCurToWords implements ZCFunction { public static String convertToIndianCurrency(String num) {
Missing setting in Task and Timesheet configuration
Hello. The help page about Task and Timesheet settings mentions a "Task Work Hour" setting. In the screenshot, it appears between Dependency Status and Resource Allocation. This setting is missing for me in Zoho Projects. Neither admin users nor the owner
Duplication of a widget is not working "viw is not present in the workspace" message
Upon duplication of a widget this what I'm getting
ActiveX Mode Downloader Installer Required On Every New Remote Session
Hi All What is this issue that requires the downloader file to be installed on every new remote session, this was not happening a few days ago & is very annoying.
V2 API: What is the status/response code and message when hitting the 50-per-minute rate limit?
The documentation states: API requests are limited to 50 per minute, per API endpoint, per public IP address. Two questions: what is the specific error code/message that is returned when that limit is hit? I don't see anything specific to that here: https://www.zoho.com/creator/help/api/v2/status-codes.html
Formula field clarification
Hi I have been on a bunch of tutorials to develop a new formula but just cant make it happen, let me explain Field A, B and C I would like the "formula field" to displays "X" everytime "Field A" and "Field B" meet specific criteria Example: Field A=
Client is not receiving Invite from Zoho Social
I am trying to send an invitation to a Gmail Id, but they are not receiving the Invite. I am sending it to one of my Client in order to add them in Client member. Kindly look into this matter at the earliest. ITS URGENT!
can i create folders?
Good Morning. using vba I need to create a PDF copy of the Sheet and save it in a new folder. Is that possible? How can i create it??
2 Books in different countries, 1 CRM
Hello all, I'm posting in hopes of finding someone in my situation who implemented a solution to this problem. We're a company that has a HQ in Canada and the USA with staff at each location. Currently we're using Zoho CRM with territory management (for
Adding line items to invoices should be easier!
When adding line items to invoices, it should search and recommend based on an items whole name! For instance I have the following items: Trip Fee - Madison County Septic Pumping - Madison County If I start typing "madison county" into an invoice it should
Candidate Application Form
Here is the irony - Z Recruit on it's website says a tedious application form turns off good candidates (Here) But your own application form is exactly the same. You have given absolutely no control on the questions we can ask or not ask. Here is the
Leads & Contacts
Hi, If we have leads that for whatever reason do not convert to an opportunity and instead converted to contact and prospect account , then later down the line they get back in touch - how do we add a lead to an existing contact record? I believe if
Read-only fields and updating them with functions (actions/workflows)
I have a function that pulls in fields from a parent record in Accounts and duplicates them into child records in Contacts (though in principle this would be the same for any relationship across two modules). So let's say an Account record has a field
Assign a commission rate to an Item
Hi, Is there any way to assign a commission rate to an item in Invoice? When I generate an invoice, I need it to also generate a bill that I have to pay to my sales rep (that is assigned to that customer). Thank you!
Importing Multiple Invoices with Multiple Line Items and Parts - CSV File
Hello, I'm pretty new to Zoho so this may be an easy one. I would like to upload multiple invoices from one csv file to zoho but the problem that I have is that each invoice will have multiple line items. Is it possible to import multiple invoices that have several line items/different parts to the invoice? For example the invoice that I need to import has the following fields: Customer Number, Invoice Number, Invoice Date, Order Number, Terms, Sidemark, PO Number, Telephone, Ship Via, Product, Line
Tiny Tip Tuesday #35
Why is it important to add an introduction or a disclaimer to your survey? Surveys are one of the best research tools to gather insights on diverse topics, such as consumer preferences, service feedback, medical research, human resources, and so on. However,
How do I mass modify items?
I want to change the taxes on all items at one time. how do I do this without going into each item one at a time via the web browser? I tried exporting the items to a csv. I made the required edits in exel. Saved the sheet back to a csv. But when I attempted to import the items back into zoho invoice, I was unable to do so because there were already items with those names. please help. thank you.
How can I set lead owner with api v2?
submitting "Owner":{ "name":"owner name", "id":"owner id" } always leads to: {"data":[{"code":"INVALID_DATA","details":{"api_name":"Owner"},"message":"invalid data","status":"error"}]} whats wrong? And why do I need to submit the name?
Instagram first comment posting, add hashtags to first comment?
Hi, I've had to abandon using zoho social for posting to Instagram because it doesn't allow you to simply add your hashtags to the first comment when you schedule a post. ALL other schedulers have had this feature for a long time now, why has Zoho not
Formula returning unique values from list
I'm trying to create a formula returning unique values from a list. I found an Excel solution here: https://www.myonlinetraininghub.com/excel-extract-a-unique-list and tried to reuse it in Zoho Sheet, but the results are different (see screenshot below).
How to group clients by age range?
Hi all, I'm trying to create a graph with the client's age range (18-24, 25-35, 36-45) from the date of birth. How can I do it? I already tried everything but didn't find any way to group by age range. TIA
I am alone ?
Good day, I ask the question because I find customizing Zoho Desk extremely cumbersome and complicated, and when contacting support all the do is point you to a link. For the life of me i can't figure out how to implement a basic way for users to submit
How to add List Price as a display column in the related list of pricebook
Hi I would like to add the list price as a column in the product related list of Pricebooks. I dont see it as an option in the drop down. I can only see the unit price as an optiont to select. Since the list price is specific to that pricebook, I would
Can't find job_id from Orchestly events
Hi, I've connected Orchestly to Flow. When a job is updated, it triggers a flow. At some point I want to update the Orchestly job back. But the JSON received by Flow, doesn't contain the job_id from Orchestly. In Flow there is no way to fetch a job neither.
Sketch Cards are missing
I have a Acer tablet and using Acer stylus for drawing Unfortunatly, I could not find drawing option or sketch cards in my zoho note book downloaded from windows store. I love this app and hope you will solve the problem .
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