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
Remove duplicates: stay on last record after merging
After the data migration, we identify a large number of duplicates, especially because the "company name" is the same as the "display name". This means that the duplicates must be cleaned up. For example, if you clean up a duplicate on page 5 and merge
Additional information for Audit Log
Hi, Is there any way to see additional information on the Audit log. For example, if a user has updated a record, I would like to see what they updated. Thanks
Is it possible to hear the viewers?
Hi, I run 1-2-1 and small group training so need to talk with my trainees during a session. Is is possible to hear the viewers or is Showtime more for webinars? Many thanks.. Rgds Jon
Not Seeing Page Borders
Files attached showing the issue. So, I'm a writer. I have autism and ADHD, and part of my process is making sure the environment is 'correct' for my writing. Most of the time, this means black 12 point Times New Roman on a white background, sometimes
SMTP not working on free Plan
I have already used this config to log in: URL: smtp.zoho.eu Port: 587 Encryption: TLS Mail: info@freilich.me Pass: [#ApplicationPassword#] URL: smtp.zoho.eu Port: 465 Encryption: SSL Mail: info@freilich.me Pass: [#ApplicationPassword#] .......... URL: smtppro.zoho.eu
Unable to test Deluge functions when one of the function inputs is a null value
Hello, It appears that you can't test a custom function if any one of the fields is not populated. Can you please remove this restriction, as it serves no obvious purpose. Thanks, Bryan
Zoho Books for Mac App
When you change between different companies the "Timesheets" from the previous selected company show. The only way to show the newly selected company's timesheets is to close app and relaunch it.
Need to close CRM account
Hello, I am trying to join another CRM group, but I am the only administrator and user in my current group. This means I cannot delete my CRM account, but I would like to. Could you please provide an answer?
Mapping Deals to each other
Is it possible to create a relation between two (or more) different Deals? Or map several Deals to one?
How to mass update contacts after a change in a formula
Dear Community, I hope this message finds you well. I have encounter the following issue, and I would like to know which would be the most efficient way to solve it. In one of my modules, I have a field with an amount as a currency value and a field with
Books Invoice, how to change status from "draft" to "sent" using creator
Hi, I am working on a system to manage my invoices in books from creator. I need to be able to either create the invoice with status "sent" or be able to convert to "sent" from the default "draft"... when I create the invoice from creator, it always creates it as "draft" regardless of what status I put in the parameter. Probably this makes sense as "sent" implies an email to the customer has been actually sent... just need to understand how to manage this process from creator... thanks for any help
Addresses validate in the shipment screen without a zipcode
Just a quick bug report... Commerce will validate an address without a zipcode. It does ultimately catch it when you click the rate button, but that of course is well after you've setup all the other details for the shipment, forcing you to reenter them
ZOHO CRM Question/Bugreport: Dropbox-/Emails to ZOHO show up twice, although they were sent only once
Hello, EMails we send to ZOHO/Dropbox by BCC: are showing up twice in the respective customer account - although they were sent only once to the specific Emailaccount of the Customer - and to the ZOHO Mailadress/Dropbox. Occasionally, if I notice Emails
Deluge seach last deal updated
Hi , How Can I seach last deals updated by deluge code ? other question : Can I seach in date fields with deluge code ? like this : files = zoho.crm.searchRecords("Deals", "(dateCreated < Now())"); Thanks for your help
Why does Holiday List based on Location not work if there are old holidays based on shift?
We ran into a strange problem when we were trying to create a Holiday List based on Location. Currently we have offices in two different geo locations and a few holidays are specific to a location. All employees currently work 10am to 6pm general shift.
Holidays based on Location do not work if there are old holidays based on shift
We ran into a strange problem when we were trying to create a Holiday List based on Location. We have offices in two different geo locations and a few holidays are specific to a location. When we imported our 2021 Holiday calendar into Zoho People our
SMS Automation in Workflows
I would like the ability to include SMS Messages as an action in a workflow. When given permission, we have candidates who want to receive information via email and then have me send them a text to let them know the info was sent. This is very, very
Unattended Access on Headless Linux
Hello, Is it possible to install the unattended access on a headless Linux unit? We have several computers that are running the terminal-side only versions of Ubuntu. I see that there is an option to download the installer for Ubuntu, however it seems like you must have the UI in order to download and run the installer on Ubuntu. We tried to simply wget the installer, but there is no link from the Ubuntu installer and the deployment link does not work with the wget command it seems. Are we just out
my radar for zoho desk is not loading.
It says loading for hours.
Remove Page Lines & Delete Report Data
Hi all, I have 2 questions in this topic: 1) I have a page with 2 HTML Snippets and a Form embedded. I would like to know if there is a way I am able to remove the lines covering those snippets. Please refer to the picture (RemoveLines.jpg) for a better
How Do I Create a New Mailbox
Hi Everyone I cannot work out how to create a new mailbox in the Zoho control panel. All of the articles in the Zoho knowledgebase are completely useless - they do not even remotely resemble what I see when I log into the controi panel. Can someone please
How to auto calculate hours for start and finish times.
I am looking to solve 2 problems with calculating times. 1) An auto calculation of times with an input of Start hours and Finish hours for individual jobs on projects. 2) A running total of these times like you would do with =SUM() in a spreadsheet
Button configuration doesn't show custom functions
Hello everyone, I have created a custom function that I would like to be executed at the click of a button. The function works perfectly; however, the button's configuration settings do not allow me to have that button execute any actions, as it states
How to add date and time - Order Management
Good day experts, I am just wondering before i upgrade my account, in the "Order Management" app that was provided by Zoho Creators, it's already a template. Is it possible to add time, since this is very crucial to my small business, to the 'Estimated
How do we hide the report view menu but keep the record search?
When changing a published report appearance, there does not seem to be a way to show the record search icon without showing the report view. I would like the published report to have the search feature but not the change from the list view feature.
Zoho Campaigns Integration for Zoho CRM
Hello everyone! Creating a campaign is now easier than ever before. The Zoho Campaigns integration for CRM has been revamped to simplify the process of sending email campaigns to prospects and customers. Let me explain a little about Zoho Campaigns and
Fetch data from different form on user input
Hi, I'm trying to do something simple (I think) but can't quite figure out the Deluge syntax after researching topics on fetching data. Form A is a "source" table for investments, including these fields: Symbol Price Form B is for entering stock positions,
Zoho Mail Contact Sync
Hello, I’m using Zoho Mail for a week and I could not find the contact sync option. I also searched in Google and help page in Zoho but still I could not find. I want to do that, when I add someone to my mail contacts, I want to sync that person in all
Twilio Lookup API solution
This had me frustrated over past couple days, trying to find a solution to what should have been a simple issue, so thought I would drop a line to put something in to this pool of info that I draw out of so often. Wanting to use Twilio Lookup tool to
Alternate record owner email address
It would be great if Zoho could implement an enhancement to cover this scenario: Mass emailing using "record owner address" is limiting in that it can only utilize the address associated to a particular user. I understand that organization emails can
Can we pass shipping and billing address directly when creating a Sales Order through APIs?
We are trying to integrate Zoho books APIs with our application. In our application, the user can change the shipping and billing address at the time of ordering, so the user address is not fixed. Can we pass this address information while creating a
restrict file size on upload
Hi, is there a way to restrict/validate the file size of an item being uploaded? Kind Regards, Ray
Can't disconnect associated LinkedIn account
A former employee associated their linkedin account with our Zoho Campaigns account and there is no way to delete it. I can delete the company LinkedIn account, but there's no Deny button next to their information.
New Features rolled out on Jan 08, 2021
Zoho Expense - New Addition to Zoho Finance Analytics Now Zoho Finance Analytics extends support for Zoho Expense services (in addition to Zoho Books, Zoho Invoice, Zoho Subscriptions, and Zoho Inventory). With the Zoho Expense advanced analytics connector,
Function-32: Send mass emails to specific groups of leads or contacts
Welcome back everyone! Last week, we learnt how to get the timezone of your leads and display them in the record. This week, let's look at a function that lets you send mass emails to specific sets/groups of users from the List view page of the module. Business scenario: Although the ways in which people communicate with each other has grown to an extent where there are lots of different ways, the most simplest but effective means would be emails. Especially in the case of businesses. No matter if
Differentiating call origin from multiple inbound numbers
We use multiple inbound numbers for tracking purposes and need to know what number the lead came from when we answer the phone. We use the TWILIO connector for inbound calls and I cant see any notification in the call pop up either to identify the number
Is There a Method to Apply a Credit Note to a Vendor Credit?
ZoHo One > ZoHo Books (with ZoHo Inventory and ZoHo CRM linked and activated) I have a contact who is both a customer and a vendor, they would like to apply a Credit Note to reduce the open Vendor Credit balance they have. Here is the scenario: Contact
ZUG Virtual Zoho One Meetups - January 2021
Thank you, Zoho Community for coming together and braving 2020! Happy New Year! We have opened up registrations for the Virtual ZUG Meetups for 2021. In these meetups, our Zoho experts will discuss basics of Zoho One - an overview of the unified One
Group Mail Problem
Hi One of my group e-mails suddenly stoped working. All other emails in Zoho are working find, except this one. Help please thanks
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