Matching two separate deposits to one invoice.
I use Square for the farmers markets we attend. Square deposits all credit card purchases made before 5pm the next day, but any purchases made after 5 pm will not be deposited until the day after. This is causing a problem for me in reconciling my accounts. I create a mass invoice for the day's sales, but when I go to reconcile and match them in my bank account I cannot figure out how to match two separate deposits to the one invoice. Is this not possible? Will I need to go back each time and
Notebook: Private sharing broken??
I'm trying to share a note with another Zoho user, but the Share button remains grayed out when I follow the steps outlined on the "sharing" announcement. Help, please.
OAuth Token Problem
I'm trying to do an authorization request. But it doesn't give me proper error or success message. I read the documentation and I try to do what it written. Could you help me about it? My request is down below: https://accounts.zoho.com/oauth/v2/aut
ZohoBooks API Bugs for 'Packed' and 'Shipped'
When we enter a new sales order via the ZohoBooks API the new order is listed with a wrong 'Packed' status, the latter should only be set after a sub-sequent order fulfilment process. It is my understanding that your tech support is already working on
Tickets, associations and reports
Hello We're a small start-up company based in Sweden and we're evaluating Zoho Desk as our ticketing system. I already sent you guys an e-mail, but in the meantime, maybe you can give me a reply on two further questions I have. Thank you :) Also, please
GST filed status in case of no payment
HI! Our GST ITC exceeds the outward GST liability as such no payment is made. GST 3B filing status is not available to be marked complete until payment is recorded. GST return has already been filed. But we are not able to mark it as complete in ZOH
How to USE SUM in Reports
Hello Zoho Analytics Team: Is their anyway to use the sum created in this report in formula? I can't seem to be able to access this Sum at the amount columns can you please help! Thank You
Minor issues with Zoho Writer
We have a work contract that was originally typed up in MS Word. It contains tables, text boxes and images. When imported to Zoho it looks terrible. THe original two page document is now four pages. The main reason for the issues is that the smallest
Recurring task even if previous task not closed
Hi, I'd like to create recurring tasks that recur even if the previous task is not marked closed. Two use cases where we have issues: 1 - The previous task is not closed out (moved from "completed" by owner to "closed" by account manager) and the new
Pricing page for service based business
I am super confused on how to do this. We are a all inclusive little wedding business. We have only 3 set packages and a few add ons. So super simple pricing. We don’t ever need to make “deals” or “quotes” - but want our leads to be able to just see
Phone Automatic Call Distribution
Phone Automatic Call Distribution This is a powerfull and relative easy feature to make it happen because ZOHO CRM has already all inside. This will be a funcionallity for those who have enable the phonebridge but it may be usefull without phonebridge
Archiving problems
I have recently migrated our GMail accounts to Zoho (within the past couple of days). What I have learned since is that, Zoho's "Archive" function" leaves main in the same folder and just "hides" it somehow. There are 2 problems with this: 1- It's different
how to verify forwarding email
Hello, I am trying to set up a forwarding email account on my zoho account. When I click 'verify' I just get a blank screen as seen in the attached jpg. I do receive the email to my forwarding account with a confirmation code and it says Select Mail Settings
CRM Sync to Analytics
On Dec. 29th some of our reports deleted by our admin account. Zoho support informed us it was permission related, but we have determined that is not the case. Either way - when we restored the reports, several of our fields are now not syncing from CRM
Mass multiply 'Annual Revenue' field with 1,000,000
The data in my leads module is setup in such a way that "'Annual Revenue" is in million USD for all leads. Wondering if there is a way to multiple Annual Revenue field with 1,000,000 to make the number whole for every lead.
How to change the color of the Send Email button?
Here is a screenshot of the button. This button is bright blue and the other buttons are grey. This is a UI choice that makes the Send Email seem like the most important button on the screen. In our case this button is not important and we would like
Please stop disabling email forwarding!
Hello, I have a forward setup to a valid gmail account. The emails are correctly being received on the gmail side, but I being getting emails warning me with the following message: Dear bryan@xxx.com, Problem while forwarding mails to xxx@gmail.com. Repeated failure will disable email-forwarding. Regards, Zoho Mail Mail Administration After a couple of these warnings, Zoho does indeed disable the forward. Why is this happening? This doesn't make any sense as all the emails are getting through to
Support
i am new to Zoho (a few days) and am wondering what is the best way to get support? I have sent several emails to the support email, and have received no response. Is there a better way to request support? Is it better to use this forum than the support
Temp Scheduling from the Temps Module
Hola! After numerous requests to enable temp scheduling from the Temps module, we're happy to announce that we've finally made it live! You can now schedule temps and view scheduled or matching temps based on filters from the Temps module. No extra
Is there a fast access to writing a new note in desktop app on Linux?
Hi, I am very new to Zoho notebook (just migrated from Google Keep :). I also installed a desktop version in Ubuntu 20.04. Everything has worked fine so far but is there a way how to avoid opening the app first and then choosing further action? In Ubuntu
Notebook(s) Disappear / Missing
Firstly, new to Zoho notebook and using it for a week or so and loving it. Great app! I have the notebook app on my mac and currently it has 13 notebooks but when I launch the app, the main page only shows 11 / 13 in the window. There's 2 notebooks missing
Zoho Projects Integration- Cant Select Portal
I am trying to integrate ZOHO Projects with ZOHO CRM. These are the steps I have taken. Within ZOHO CRM: Setup Market Place > Zoho Zoho Projects > Setup Now > Get Started When I get to the Zoho Projects Integration Screen, under portal name, my portal
Several MAJOR Zoho Creator Issues Since the 7th Of December - Anyone Else?
Hi, I have been developing several apps for my business on Zoho Creator. I have spent 100's of hours learning to use the system and develop our ideas. We now have some of them running and we use them all the time. But on the Morning of the 7th of December,
email poping issue
Hi, Beginning this morning, experiencing issues with poping emails from multiple hosts. Can you please assist as soon as possible. Thank you
Need to see Projects Associated with Tasks in Plain List View
When a user clicks into their My Tasks list using "plain view", it's not even possible to see which projects tasks belong to, without clicking on a task and then going over and clicking on the little "i" for every single task. Please see screenshot below.
How to delete bannk feed download
I am setting up zoho books and set the wrong date to download bank feeds. I now have about 2000 bank transactions I don't need. I don't fancy deleting them individually. is there a way to delete the download and re-download the correct dates?
Important announcement for REST API users - Deprecation of Authtoken support
Hello all, This post is *applicable* only for users who have built applications or integrations using REST API and use Authtoken for authentication and authorization in their REST API client. This is *not applicable* for users using POP/ IMAP/ Active
This Week in Zoho News - CRM Zen Show Episode 128
Click here to listen to the podcast. Zoho News Bigin Android App Adds a Pipeline View Zoho has now added support for Pipeline View within the Bigin Android App Motivator for Zoho CRM Released This is Zoho CRM Replacement for Zoho Motivator. At first
If an account has an owner who is inactive, can the record be updated?
We're seeing errors when trying to update an account record, is it because the currently assigned owner is inactive? Is this a limitation?
Email failure
I have just received the following error when sending a mail. please advise Error while processing the request! Unable to connect SMTP server:smtp.office365.com Reason:Authentication failed:535 5.7.8 Authentication unsuccessful
can you please help me , how to get refresh token?
can you please help me , how to get refresh token?
Can I send zoho forms link in an sms automatically when a lead is added in zoho crm?
Can I send zoho forms link in an sms automatically when a lead is added in zoho crm? The form needs to be prepopulated with zoho crm lead data. I am doing this now in Zoho Campaigns emailers but I would like to do it in SMS since SMS is proven to be 70% more effective than emails in targetting leads.
Calculate Sales comission by vendor data from Zoho Books
Hi, I am trying to create a report with the sales comission by vendor. The data comes from Zoho Books but I am unable to do the logic The sales report has to be like this - A table with the actual month and the month before - If the invoice amount on
How to view dependency of a table - the FAQ article method is not working
I have already read this article: https://www.zoho.com/analytics/help/onpremise/database/viewing-database.html#dependency-details which explains how to go to More > Dependency Details. This is not working for me. I am on Table A and the Dependency Details
An item with the same key has already been added.
i am using zoho analytics for fetching data. I have used sql queries for fetching data. I have 45 tables and I have used for loop for getting data from all tables. I can get data for the first iteration. For the second iteration I am getting error as,
Mass update lead Owner
Hi, How do I go about mas updating the lead owner? I can only update 100 records at a time but I need to do thousands and it is king of cumbersome. There is got to be a better way. Any idea is greatly appreciated.
Sort of Milestones on Gantt
How are Milestones sorted on the Milestone Gantt Report? I can find no method for establishing a sort order. I thought perhaps sorting the Milestones on the Milestone List page would force the Gantt chart to sort the same..its seems to have some effect, but does not exactly match the Milestone List. Because the Milestones are not sort-able on the Gantt Milestone Report, it is very confusing to the user. Hopefully I am missing something here. This is another UX issue that needs to be cleaned up.
Help with Facebook Connectio
Any advice greatly appreciated I have three brands on Social but the Facebook pages integration will only allow me to connect one brand's Facebook page even though I administrate pages for all three on the platform. Any ideas how I can fix this?
searchRecordsByEmail throws exception 402 "No Content"
Hi! I'm trying to search contacts by a given email: $zcrmModuleIns = ZCRMModule::getInstance("Contacts"); $bulkAPIResponse = $zcrmModuleIns->searchRecordsByEmail("emai@email.com"); $records = $bulkAPIResponse->getData(); When contacts with specified email
SPF with Mail and inventory.
Hi I have been using Zoho inventory and books and now want to add mail but when I do the SPF authentification I get a multiple record failure. It wants me to add: v=spf1 include:zoho.eu ~all But I already have a record which is: v=spf1 include:eu-sender.zoho-inventory.com
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