Group Mail Not Working
Hi Our group mail (one of them) stoped working 2 hours ago. could you please help us? Many Thanks
Migrate from Salesforce to Zoho Issues with Notes
I have been trying for the past week to get everything from salesforce over and I have succeeded with everything but the notes. I have spend countless hours with both salesforce and zoho support on the phone and even did a 3 way call with both. I am not
ZUG Virtual CRM 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 CRM - how you can setup Zoho CRM, an
Subform field "Price" calculated on every row
I have a pricelist of items As in the screenshot So the idea is to have function that is used when adding rows in a subform. The subform is pretty much a price calculator, that has 3 fields: columnValue ( which is integer, 1,2,3..8), rowValue(also integer,
Price Books - Simple, but powerful Improvements
Hi everyone, so, I guess we all agree that Price Books (PB) are a very essential element of every good CRM. Here are some of my ideas of how Price Books functionality could be immensely upgraded: Bulk Apply Price Books Probably the easiest and most straightforward of all. One button - One Price Book. No matter if it's a Quote/Sales or Purchase Order, most of the time it's one price book for the whole thing. Having to pick a PB for each single product is insane, especially when dealing with 20+ products.
Zoho NEEDS Outbound Call Lists
Here is the core functionality Zoho NEEDS to have for outbound calls lists: 1. First and foremost Zoho NEEDS to have a way to create a prioritized call list: Sort by Due Date AND Lead Score/Priority. Also, a way to set default Ascending/Descending sorts
Expense 2.0 Trip, Budget to be in each item and summed up
Hi there. I have been testing the Trip function and the link to advance is good. However, the 'Budget' field in Trip forces the user to sum the budget amount manually and this is not favorable. It is better if, let's say, flight has its own budget field,
How to reference a cell from another zoho spreadsheet?
Is it possible to reference a cell in another zoho spreadsheet? E.g. suppose I want to have a payroll spreadsheet for each of 5 employees that they fill out. Their info goes onto my master spreadsheet, pulling the info from their spreadsheets. Is this possible in zoho? How would I find out the syntax to refer to a cell in another spreadsheet? Thank you.
Change of domain
Hi, i have 2 separate account for my 2 business, 1 paid account under mail lite plan, and 1 free account As I'm going to wind up the business that is under the paid account, I would like to switch my paid account to the other account that is free Is there
What's happening in Zoho Marketplace for EU DC?
" Zoho Marketplace houses 1000+ extensions to help improve and enhance the functionality of your Zoho products. In the last quarter of 2020, we released 49 new extensions for various Zoho products, including 23 extensions for Zoho CRM and 10 for Bigin.
Link to an Invoice for specific organization
Hello! We have a web service where we are using links to Invoices and Customers. And after we started to use few organizations our links started not working. It because if I follow by the invoice link in other organization it returns the error Resource
Workflow Does Not Execute In Subform
Hi all, I have a form workflow that is working as a stateless form, but when I use the form as sub-form the workflows does not work. I have added a workflow in the form, but the workflows only works on the first row, but not the additional row I add
What's new on Zoho Marketplace for December 2020
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 December 2020. Duocom for Zoho Integrate Duocom with your Zoho product and access all your telephony
Zoho Books (UK edition) in the post-Brexit era
Dear users, As you may know already, the transition period for Brexit is ending on 31 December 2020 and Britain is exiting the EU. In this post, we will look into its implications on VAT treatments and the changes in Zoho Books. VAT Treatments Pre-Brexit,
parsing webhook payload with unknown object names...
Hello friends, I'm setting up a webhook create a Deal when a order is made thru our 3rd party ecomm provider. All is good and well and working - except I'd like to record the 'license key' from the e-comm order. The trick is that that the json path to
App Spotlight: DeDupe for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. DeDupe for Zoho CRM DeDupe is an extension for cleaning Zoho CRM data. Its proven algorithms clean all Contact and Account records by finding
Não está chegando e-mails na caixa de entrada
Boa noite, tudo bem? Estou com um problema no meu e-mail. Consigo enviar email a partir da conta do zoho, mas nao consigo receber nenhum outro email. O email é o contato@motorello.com.br Pode me ajudar?
Notes not updating - Some error has occured. Please try again later
Hi guys, Happy New Year to you all. I've recently downgraded to a free account for the moment and now I am getting an error message when I try to add notes. Does anyone know why this may be? I've checked the storage and I am still way under the 250
Option to print and email packing slips, transfer orders
Good day, Can you please update the system so that it is possible to print and email both packing slips and transfer orders? Given that we have employees at our warehouse who handle the packing and shipping of our orders (both normal orders and transfer orders), it's necessary for us to send them the appropriate information. Currently, we send the Sales Order--but this is less than ideal because it includes prices. Ideally, we want to send just the packing slip or the transfer order which does not
How to automatically assign all users to a project and job in Zoho People
All of our users (approximately 65) need to have access to every project (approximately 5000). Each user should have access to each project. When a project is imported from Zoho Project I would like every user to be able to enter time on it. Background: 1 - We have four departments (each user belongs to a department) 2 - New projects are created daily and it cumbersome to manually assign each project and task/job to the four departments or 65 users 3 - Our projects in Zoho People originate in
Criminal
Criminal
What's New in Zoho Inventory - March & April 2020
Hello, everyone! Hope you're all safe and well. The past few weeks have been challenging not just for businesses, but for the entire world as we fight the COVID-19 pandemic. Even during these testing times, our team has been working remotely to provide you with maximum assistance. Here's a myriad of updates that were rolled out in Zoho Inventory in the past couple of months. Reporting Tags Reporting tags allow you to create customized tags and associate them with items, contacts, and transactions.
What kind of an account do I need?
I've got my own domain name and need email forwarding services. I don't need any mailboxes, just be able to receive mail at my addresses and forward them to mailboxes elsewhere. I see there is business "Mail Lite' for $1 per user/month. What's a user?
Japanese Translations
I assume Zoho Books is using Google translate or another such AI, and has never or infrequently had anyone with Japanese native language ability go over the basic accounting terms and set these in common Japanese. Even English abbreviations are incorrectly translated. For example, in the Journal Entries, in the edit mode Dr is translated as (借方) and Cr is (貸方). These are correct, but when the Journal is published, Dr is displayed as Dr (not 借方). At least we can understand. BUT Cr comes out as (コスタリカ),
SMTP error from remote mail server after RCPT
Hi, could you please help me. I can't receive emails from domine: user@arcarep.com user@almacenesbousa.com host 172.17.80.2 SMTP error from remote mail server after RCPT TO: user@almacenesbousa.com 554 5.7.1 http://almacenesbousa.com/
Calculate miles for delivery
Hi everybody, We are in need, after migrating from QuickBooks, to find the way to calculate the miles we drive for deliveries to different customers. Every customer has a fixed distance (no multi-location customers, right now). We thought about creating
Zoho Campaigns + TransMail?
Hello, Is it possible to connect Zoho Campaigns with Transmail so that we can create our templates for transactional emails in Zoho Campaigns and send it using the Transmail server/smtp? Because Transmail doesn't have an email template creator func
Zoho Mail POP/ IMAP access issues
Hello all, We had an intermittent technical glitch at our end in accessing the Zoho Mail accounts via POP/ IMAP. Zoho Mail recently experienced issues while accessing POP/ IMAP services. Due to this, users must have noticed an error while downloading
Sales by Item report
It would be nice if the customer link in the Sales by Item report went to the specific invoices containing the item rather than the general invoice pool for the customer. You can get the information using the advanced search from invoices, but it is not
EXPENSE REPORTS - PLEASE HELP
I really really need to have the expense full report (on the expense section) reporting if the expense has been billed or not, the full report has everything but this. Yes there are reports in the report section which do this, but they are very limited
Add records to related list via API
Hi! I have a costume module called "Promotions" that has a related list to another module called "Buildings", the idea is that each promotion will be related to a few buildings (multi-select lookup field). Usually I'm using the API for updating records
Notification for field changes in tasks
As a project manager, I want to monitor changes to specific fields in tasks assigned to my team, especially the End Date. I want to make sure that the team does not make random changes to the end date of their tasks and extend the deadline. Is there a way to setup a business rule or an automation rule that will email me if they make changes to specific fields? I know that all changes appear in the activity log, but it is very hard to keep a track of activity log all the time.
Does js api in widget take up the number of calls?
Does js api calling data in widget take up the number of api calls?
Automatic folder creation in workdrive
Hi guys, Happy new year! We have completed Zoho CRM and Workdrive integration! Here is what we are trying to achieve and not sure if it is possible or not. We provide different immigration services such as student visa, work permit, Permanent Residency
View All Task Generation
Hello, How would I view all tasks my account has generated? Even if I am not the one assigned to the task. Specifically, I am wanting to see all the tasks I assign out as a way to checks and balance my own work. Thank you, Nik
Is it necessary to have a domain name to use Zoho Mail?
Yesterday I was trying to create my account on Zoho mail. But I could make it. They had free account option I tried and given the detail phone number email, other stuff. Then I want to create my business email, They asked me for a website or name domain
Authenticate domain with TXT records not working after months
Hi, In Zoho Invoice >> Settings >> Organization Profile, I have a notice that I need to authenticate my domain with Zoho to prevent my invoices from going to spam folders. I followed the directions in the Authenticate Now button, by adding both the SPF
Populating form fields with webpage details
Hi all I have a lead form created using Zoho Forms. The form is intended to exist on many different webpages. I would like the form to pull in the page meta title and url and pass them to hidden form fields. How do I go about doing this? I'd also like
The all new Pipeline view is now supported in the Bigin Android mobile app
Dear All, Hope you all are doing well. In the latest version of Bigin Android app (v1.2.0), we have brought in support for Pipeline view within the Bigin app. Users can now drag and drop a deal to different stages with ease. GDPR Privacy Popup : GDPR
Restrict Record Access To Assigned Customer
Is it possible to restrict form files to specific customer users? E.g. customers can only view records and reporting data related to records that are either created by them or assigned to them.
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