How to track money in transit
For example, when you have written a pay cheque or made a bank transaction. The money have not yet actually detected from your bank account. What is the best practice to record this pending transaction? What account type in Zoho books should be use to
Candidate Progress
Hi All Is it possible or has anyone any suggestions for me. I am constantly looking to tweak our process for our candidates to give them a more user friendly and enjoyable experience. I love how the candidate portal allows them to see what percentage
Small Business Heroes Podcast #5: How Dogs are Winning Over Machines in Mold Inspections!
In our latest episode of Small Business Heroes, we have Georgia Rei with us, talking about her business "Dog Gone Mold". Georgia is the Franchise Development in-charge at Dog Gone Mold and she shares a paw-some story about this mold inspection business
Enable the profile permission view 'related' tasks/issues also for client users
Having the option to set the profile level restriction VIEW to 'related' also for client users the would be ideal. The option to see only the own, assigned and followed tasks would be very helpful to improve the navigation in the portal for clients. Moreover, this option will improve the security of the portal: when there are more clients in a project, is important that each client must see only their tasks/issues. The 'related' view option would be ideal both for tasks than issues This profile level
Assessment Module
Whenever I am adding certain questions in Assessment Module, its showing this error "Internal server error. Please try again later." Kindly suggest the reason. Thanks Crownstack Team
Teams
How do I understand teams and if it is avilable to us?
553 relaying disallowed - Please help!
Hi there, I recently transferred my email system from Zoho to another supplier. I have set up all the new configuation data. But my new email can't received email from gmail, it works fine from hotmail, yahoo mail and other company emails. Please help me to sort this out. Many thanks Abby Message not delivered There was a problem delivering your message to abbychien@bloomyield.org. See the technical details below. The response was: 553 Relaying disallowed Final-Recipient: rfc822; abbychien@bloomyield.org
Aggregate charges from Zoho Expense with logged time from Zoho Projects
Is there any way in Analytics to aggregate charges from Zoho Expense with logged time from Zoho Projects to have an overview of a project's total cost (labor and expenses)? I noticed from the data that the project's ID in Expense and the one in Projects
Send Email from my domian with zoho api, .net 5
Hi, I am currently using Zoho SMTP to send emails. Is it possible to use the API instead? I use .net 5 for this, Please help me if it's possible
Zoho Payroll Access
I am about to take my second client off Zoho Payroll. My lost hours and frustration is HUGE. I highly discourage this product as it is LONG WAY to go before it is usable. Scenario Zoho one with 5 users. Only need 4 employees in Payroll, therefore the
Do we have a record type concept in zoho like salesforce to assign different processes and picklists to different users
Do we have a record type concept in zoho like salesforce to assign different processes and picklists to different users
Adding a custom field from Zoho Expense to Zoho Analytics reports
Hello, I am with an issue here. I have created a custom field (Name "Activo asociado") for the Expenses module in Zoho Expense, the problem here is that when I try to import data in Zoho Analytics that field is not displayed. How can I do? Thanks!
Problem Code
Why will the below code not work to create a task. It doesn't fail over the task just isn't created. All it does is update the "Lead Status" leadDetails = zoho.crm.getRecordById("Leads",leadId.toLong()); //info leadDetails; Taskmap = Map(); Taskmap.put("Subject",ifnull(leadDetails.get("
Managing Inventory with offered products
Dear all, I have a problem with the correct way to manage my inventory. I use Zoho ONE and Inventory is linked to Zoho Books. Let's say I bough 100 items of one specific product. I intend to send for free most of the inventory to customers, and sell
How to hide a section using check box
Hi i have a secton which contains around 15 fields. If the checkbox is ticked by the user i want the section to be visible or else the section to be hidden how can a custom code be written for them. Any reference would be appreciatable! Please help me
How to Select a Choice in a dropdown upon Another dropdown input.
Hi i have two dropdown's dropdown1 represents Product and dropdown2 represents Units. If i select choice Description as "Wall Concrete Pouring" then i want Units to be "Cubic meters" . If (input.Description = "Wall Concrete Pouring") { Units = "Cubic
Dummy question: how send proposal?
Hello, I'm value to buy Zoho CRM. Actually I use very basic CRM and I'm pretty confuse... My old CRM it very simple and now I don't found this 3 dummy features: 1. send proposal to lead 2. track email between me and the lead Can you help? Also there
Social Media post are not being seen on Linked In and Facebook
Hello I have been using Social to manage my post, however my post are not being seen on peoples feeds. Primarily employees and close contacts. Can you give me some advice on what to do?
Error when importing payments - Some of the invoices for which you've chosen to record payments do not exist. Please check and retry.
Hi, New user here. Refugee from Wave's changes. I'm now trying to import a subset of payments as I was receiving errors when trying to import a lot of payments. The most common error by far is "Some of the invoices for which you've chosen to record payments
Introducing Workflow Automation in Zoho Inventory.
We have been receiving a lot of requests for creating custom workflows in Zoho Inventory. Today, we are excited to announce that this feature is finally live! 'Workflow Automaton' feature in Zoho Inventory opens up numerous possibilities for automating your business workflows and speeding up your communications across teams. You can create email alerts, notifications and even set up default functions for specific events and transactions. Here's how it works. Custom workflows can be set up
How to allow a "standard" user view "administrator" leads
When we receive a call, our "standard" users can't view all leads before inputing their information into the CRM. Is there a feature for them to view or search for a name or phone# to see if the client is already working with someone within our comp
Import Contacts of 500 but only showing 270
Hi Team. I am new to Zoho CRM.. our company has our own Zoho subscription and since I am the new System Administrator, I would like know what am i doing wrong. I am trying to import 278 contacts, but only 270 is imported. No duplicate information, less
form with side by side drop down menu
Is it possible to have a matrix type field with drop down menus? Essentially two columns of drop down menus.
ENHANCEMENT REQUEST: Ability to change name of Link in Attachments
Hi, We often attach a link on sales potentials to a folder on our storage drive (to save uploading large files to Zoho CRM), but the attachment link comes through with the name "Untitled" rather than the name of the folder. It would be much more useful
Desk email templates not mobile friendly
Greetings, I am just in the process of setting up my new zoho desk for our company. I createn automated notify on new ticket creation, back to the customer. In this custom email template, I mostly used the zoho default template, and installed some
Forwarding Email into Zoho Desk
The email in our zoho account is support@olivertraveltrailersservice.zohodesk.com but I have created a support email from our domain: support@olivertraveltrailers.com that I would like to provide to my customers and then set it up where every incoming
How can I translate this button?
Hello, I need to translate better this button. How can I translate?
Google Calendar Events
The events when added via the google integration from a ticket don't seem to show up in the history or in the activities tab. Is there a way when adding an event via the google calendar to get that event to show up under activity as an event and within
Help Center in Mobile Application?
We are experimenting with moving our Knowledge Base to the Help Center in Zoho Support. After installing the mobile app (Android), we discovered that that "articles" aren't part of the app. What are other doing to manage their Knowledge Base and allow
Clone Projects Feature Request
We are Zoho Authorized Partners. Every month our clients get a block of time to use. We currently have recurring tasks turned on and we close out the tasks at the end of the month and use the next month of tasks. We would like to, instead, clone the project from the previous month so we have a fresh project each month. Is the ability to clone a project already in the works? If so, can you give me a time frame on when we can expect it to be complete? If not, can you add it to the feature requests?
Difficulty to send email to all email account hosted by sympatico.ca
I got some costumer who have a sympatico.ca email account and when i email with zoho mail or send invoice from zoho invoice. I receive an email from zoho with a bounce notification. Someone have already noticed this?
Mobile Quick View Field Labels [Solution]
I've developed two solutions for field labels in Mobile Quick View: 1. [Simplest Method] Create single line fields (or similar-type fields) with default values of what you want the label to be. E.g. Field name = Due Date Label, Field link name = Due_Date_Label,
Zoho Form PDF File Name Error
Hello and thank you in advance. I am trying to edit the PDF file name that is attached to an email recipient. I believe I have it configured correctly. I will explain below and show some screenshots: When the PDF is uploaded to my Google Drive, the
Check / validate email field in subform against another form
On each row of a subform I want to check whether the customer's email address already exists in our database. FORM = Customers (this contains contact details etc including email) MAIN FORM = Clinics SUBFORM = Sign-up Something like: For each row in
Get ID from Lookup Field
Hi, So I have a form Projects that has a lookup field of "Builders". I want to export my Projects in CSV, but I need Builders field by ID instead of the actual name from the lookup, as the CSV export, exports with the name not the ID. So for this reason,
Exposing Leave Module to Analytics of Zoho People
Hello Team, It would be really great if we can expose the leave module to analytics(Both Standalone as well as Inbuilt in Zoho People). There are many requests for this from our clients. Hope this gets released soon
Register for Zoho Desk Beta Community
With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our features
On edit: hide subform row if it contains data
Hi guys, might be a strange question... But is there a way to do the following: On edit > On load > hide rows in subform if they contain data And then allow users to add new rows with new data. So when form is submitted, data in hidden rows is retained
Upload Json File to Zoho Docs with C#
Dear, For one of our contractors we have to upload json files to their zoho account. We have tried different ways to do this, directly with reading the file contents or in trying to directly insert Json string. But none of these worked. We always received
What's new on Zoho Marketplace for January 2021
Zoho Marketplace houses 1000+ extensions to help improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in January 2021. CloudConnect Extension for Zoho Integrate Zoho CRM with CloudConnect’s phonebridge
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