Email all fields, not just edited fields
Hi, I'm using Deluge script to send a confirmation email to customers when the fields in a form are created or updated. When the fields are updated the email only sends the updated field, not the whole form. Which doesn't work for me as the customer wouldn't
Web Client Not Loading
Hi All, I cannot load the zoho notebook client on either Chrome/Firefox and get a continuous loading. Please note i am not on the latest version of either browser. Do I need to be on the latest version to access Zoho notebook? Alternatively, do I need to have software like javascript enabled? I'm trying to think of what might cause the web client to not load and I'm not sure why.
Cost of Goods Sold Report
Is there an available report that will display this information on an SKU level: Invoice Number - Sales (Selling price per SKU) - COGS (per SKU)? My current view only allows me to see the Journals based on totals per account.
Why can't you sort WorkDrive Folders and Files by Name?
Why can't you "sort by Name" your WorkDrive Folders and Files? We manage our file is a strict order so it is quicker for staff to navigate the right folder. Example: 1-Legal Documents 2-Product Photos 3-Warranty Claim Docs Then we "sort by name" so the folders are always in the same order when staff go into the Drive or Folder. Please allow folders and files to be sorted by name!
Cannot connect Godaddy domain to the email
I did everything CNAME and TXT it wont connect?
include all sub form rows in a workflow email?
Say I have 3 rows of data in the sub form entry. How do I include all 3 rows of data in an email workflow using deluge script? At present it’s only including the first row for me Thanks David
A journey's email approval notifications could include the email name and Journey name
When a Journey’s email is approved, the notification you get doesn’t include it’s name. It says email “” has been approved. (screen-1265). It would be helpful if the message said which email in which Journey had been approved. I suppose this could be
Help your attendees find their voice with Zoho ShowTime's Open Mic feature.
Make your training more of a conversation by giving your learners the power to contribute to your sessions with the Open Mic feature in Zoho ShowTime. This feature is especially useful for remote learning, where trainers need to stay connected with an audience they can't directly see. When communication is only one-way, there's less engagement. The Open Mic feature now allows your attendees to engage more by voicing their opinions during the session. When your attendees request access, you will be
Emails sent to spam for outlook/hotmail
Hello, We've had this issue for a few days now, all our emails sent go straight to the spam folder for hotmail / outlook users, however they go into the mailbox for Gmail users. We currently have 4 zohomail accounts, strangely only 1 of them can send
Pictures/presentation on iPad
Hello, Is it possible to upload a catalogue/pictures or a presentation on the Zoho CRM for iPad use ? The purpose would be that we can show to prospects and customers pictures of our products, projects, ... I have tried to upload an image in the Documents
how can people outside the organization view and modify bugs?
Hi! I'm new to Zoho bug tracker and I was checking out how it works. how do people from outside my organization see the bugs and modify them? are they "client users" and I give them access? should they make an account or is it more convenient than t
Rendering image and XSS configuration
Dears, I've a view that from 2010 until 2014 was rendering correctly a upload field to show images. Fromo 2014, in the view only is displayed the html code: <img width='64' height='75' title='Foto' alt='Foto' src='http://creator.zoho.com/DownloadFile.do?filepath=/1431032894626_foto.tif&sharedBy=misca'/> I read that maybe run with XSS configuration in Security App options. But with new Creator version is it not possibile. Any solution? (I can't at the moment use the Image field). Thanks a lot Mike
new fields not showing up
don't know if this is a bug or a missed setting. I created a database with various fields. I realized that a few more fields would be needed, so edited the application. The added fields are there - sadly, they do not appear on the 'shown' database with data. any fix, or do I need to recreate from scratch? btodd
Enable report button based on field
I have added a button to one of my reports. I want this button to do something (open a URL) if there is a value in one of the fields. It fires fine for the records where there is a value in the field "related ticket", but it also fire when there is nothing
Zoho Books and 2Checkout integration, Error message after payment!
Hi, I am having problems with my integration of 2Checkout and Zoho Books and the Zoho Books support team just does not respond. Is there anyone else who has this integration setup successfully? If so, perhaps you can help me. We are using 2Checkout as
Correos perdidos
Hola, tenía correos importantes (desde 2018) almacenados en carpetas dentro de mi cuenta de correo. El día de hoy necesitaba unos datos de esos correos y cuando entré a la carpeta a buscarlos, me aparece que la carpeta está vacía. He revisado las demás
CRM Email Sent, Delivered, Received
Hi, When I send an email from CRM, it shows as either Sent, Received or Delivered. Can you explain the difference please? Sent can show for days or more, so I'm assuming this isn't an email that's in transit. Very few emails show as received or delivered, even when the email is correct. I doubt it's a case of clients' servers not letting the emails through as other emails to colleagues in the same company will show as opened so I know some are getting thought. Please advise.
Email campaign with dynamic field stopped sending
The email campaign has dynamic fields but one emailing it returns the below message. what might be causing this? Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused.
Deals: Related Lists: Checklist
On the Deals modules, i was changing the order of the related lists and it said there was a related list called "Checklist". What is this reference, how do i use it, etc?
It's time to delete your way out of missent, misspelled, awkward messages!!
Hello Everybody! The highest requested feature hits the Message Options today! Yes, Delete Message is finally here! Hover over your message, click on Message Actions icon (3 dots) and select Delete Message. You will be asked for confirmation, following which the message will be deleted for everyone , even across Desktop Apps and Mobile Apps (update apps to latest version). Few points to be noted: Only messages in the last one hour can be deleted. Once deleted, the messages are not recoverable
Linkedin is not getting connected
Linkedin is not getting connected
Sharing to external party
Hi Zoho, In the workdrive it's possible to share a folder. When I want to share it to a third party I like to change the access level, so my customer can download a file. (see attachement) I like change the access level, but that is impossible. Am I missing
Como puedo integrar zoho books con sistema de facturación Min de Hacienda Costa Rica
Buenas noches para todos! Les agradeceria si me pueden ayudar o guiar para integrar ZOHO BOOKS con el sistema de facturación del Ministerio de Hacienda, para poder generar facturas electronicas en Costa Rica. El avance que tengo es que debo obtener una "KEY" o "TOKEN" para poder conectarlo, pero les agradeceria que me guiaran para saber si existe algun plugin de Zoho Books para poderlo conectar, he escuchado de algunas personas que lo han logrado con exito en Costa Rica, pero no he podido dar con
Shipment Order/label
Hey, I simply need a shipping label with my address and the address the parcel is going to - it's for something I'm hand delivering myself (which is fairly common for my business) but leaving it with a business centre receptionist - so, it's useful to
Where is Zoho's integrity? - Phone Support Is Not Actually Available.
I am evaluating Zoho products, including Zoho Expense for use by my corporation. Thus far my experience with Zoho support has been quite impressive. When it comes to Zoho Expense that is not the case. I have a few questions and have called multiple times
Workflow Automation trigger based on past/older date?
Is it possible to trigger a workflow automation based on a date value that occurred in the past? Here's the scenario: Twice a month we have an admin enter leads manually, which are collected from an offline lead source. The "transaction" dates from
File sharing with data request and syncronization with crm
I saw that it is possible to share a file through a link and request data entry (name, email, phone) for viewing / downloading the file. When the data is entered, I would like to be able to create / updatea leads/contact on crm it's possible? or is the
Upload a video into Drive and getting this error while playing the video file
Whenever I upload a MP4 file into workdrive, I am getting this error while trying to play the file online. The file opens up when we try to download and then play but since I dont want to give download access to external users, they should be able to preview and play the files online. The error says "Sorry, we couldnt generate preview of the file, please download to view"
Trigger from ALL Zoho Projects
Hello, Am excited to use Flow and was going to create what I thought would be a simple flow. Since Zoho Project issues do not appear to transfer to Google calendar for whatever reason, I figured I'd created a flow to make it happen. But when I try to create such a trigger in Flow, it will only do it if I select a project. I want to do it across all projects. Any way to accomplish this? Thank You
Receivable, Payables
We have a client that also invoices us. Our relationship has come to an end and we owe them an amount of money and they owe us, we would like to offset what we owe each other and then make one final payment. There are also small credits recorded for each
Convert Time to Decimal ?
Hello , I have 2 columns in date format which I need the time difference between them. There are multiple ways to achieve the wanted result so this is not my problem . The problem starts after I have the time difference in mm:ss but I cannot convert it
Custom Function for Mapping a Field Across Two Modules
I would like to know if there is a function that will help me map a date field (Demo Date) from one module (Accounts) to another (Deals). I know I can include this field as part of the native Lead conversion process, but this date field is not typically
Feature Request to add a way to default a project as "External" so any Milestone, Task List (and related Tasks), and Bug created would default to External
It's rather annoying to have a project for external portal users and have tasks and bugs not visible because someone forgot to flag the task or bug as external (it defaults to internal). So I am proposing we set the highest level of visibility defaults
Journey doesn't refresh after cloning
I presume somebody has reported this already (although I can't find a question when I search for "clon" or "refresh") but when I clone a Journey, ZMH says "Tiggers cloned. Cloning processes". And then it stops. You have to refresh the browser window to
How do you link an email reply from a prospect with their account profile in Zoho CRM to record their response to know how to best move forward?
How do you link an email reply from a prospect with their account profile in Zoho CRM to record their response to know how to best move forward?
ZohoBooks API to get the contents of an Invoice
As defined https://www.zoho.com/books/api/v3/#Invoices_Get_an_invoice I am able to get the invoice via Curl curl https://books.zoho.com/api/v3/invoices?organization_id=YYYYYYYYY\&invoice_number=INV-XXXXX -H 'Authorization: Zoho-oauthtoken ZZZZZZZZZZZZZZZ' ALL INVOICE DETAILS ARE RETURNED AS EXPECTED Performing the following POST in postman https://books.zoho.com/api/v3/invoices?organization_id=YYYYYYYYYYYY&invoice_number=INV-XXXX With a header set to Authorization: Zoho-oauthtoken ZZZZZZZZZZ Returns
Bigin Search Records API with criteria on the field value is null
Hi there ! I am trying to get the list of records where a custom field is 'null' but i do not success with the endpoint : GET /search?criteria={criteria_here} Is it possible ? If 'yes' how please ? Thanks for support !
The early access to Zoho Vault's new user interface is here
The much-awaited beta release of Zoho Vault's new user interface is here, and we can't wait for you to try it! Our new UI is lighter, simpler, and a whole lot faster, enhancing the productivity of everyone in your organization. Before you try out the beta version, take a look at some of our notable UI changes. New UI, new terms We've made some changes to a few key terms across our product. From here on, Secrets, Chambers, and Passphrase will be replaced with Passwords, Folders,
Can't send mail
Cant send mail through smtp. Whole organisation is affected by the problem in diffrent sites.
When a Journey's trigger has been deleted, it's stopped but you can't delete the trigger
I had a Journey that was triggered by a Goal. I had to delete and recreate that Goal. The Journey was correctly stopped becasue the Goal that triggered it no longer existed. But, when I tried to edit the Journey to use the new Goal as a trigger, I found
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