What's New this June 2018 in Zoho Books?
Hello Everyone, June is here and we're back with a hoard of new updates to Zoho Books. Read on to know more about them. GDPR and Zoho Books With the GDPR season hitting the town, Zoho Books has also updated its features to help your business stay GDPR compliant. So, you can now: I) Set limits on your users’ access to the sensitive data of your contacts. You can do this by enabling or disabling the option Provide access to Personally Identifiable Information in the Users and Roles section. II) Choose
Zoho CRM connect with Klipfolio
Hi, I am able to connect Zoho CRM and Klipfolio but facing issue in defining date range for lead pull in query parameters for Zoho as data source. Did any one restrict the data pull with dynamic date, like Start of Month? Regards
Shipping cost in Zoho CRM quotes
Hey y'all, what's the best practice for adding shipping costs to a quote in ZCRM? I suggested that my client just add a new product for shipping costs but they don't really like this. I notice a separate shipping cost feature was requested in ZInvoice.
Can webforms integration possible in angular project?
When we embed the code in index.html it's working fine but it is not working on component.html file, please let us know your thoughts.
ChargeBee Integration
Hello Finance Team, I feel that it would be a good feature for ChargeBee to integrate with Zoho Finance Products. This way users that currently use ChargeBee can track their payments within Books or Invoice (Subscriptions too) and also allow ChargeBee to take customer payments. I would love to see this in the near future and I am sure other users would as well
Is there any working demo for PHP SDK version of ZOHO?
I have tried as many as different 15-20 blogs for authorization and trying to take PHP SDK into action. But none are working at all. If we pass authorization, then it throws Refresh Token error. If we pass Refresh Token error we get some other exception.
Headers and Footers - Now with more options!
Headers and footers are a great way to make your documents look neat and professional. Whether you are creating a simple document or a complex business report, headers and footers helps you to format your documents exactly the way you want. Zoho Writer
Conditional fields?
Hi, in Creator, is it possible to have a conditional field? In other words, if there is a choice between option A and option B, and I choose option A, then a specific menu appears related to option A? Or, similarly, if I use a Lookup field for the Company
background session for support tech
HI, We currently use ScreenConnect and they have ability to connect in what they call a backstage unattended session. This does not disrupt the local user. The tech is presented a CMD dialog and also a PS (powershell) dialog. ** The tech can run some
Subform Display -- Multiple Lines
Hello, I'm hopeful someone can tell me how to display subforms with multiple lines, rather than a row of fields which requires scrolling left-right. Thanks!
Chart of accounts
Hi, Is it possible to add new accounts in the chart of accounts? It seems I'm not able to do it. I'd like to add new bank accounts (I've got multiple bank accounts for in my business but only one in Zoho at the moment). Are there any limitations in terms
How to execute a Document Merge from the CRM to see its results
Hello team! I have been exploring the Email Document Merge tool in the CRM, which sends me to the Zoho Writer to create the Document Merge. It is already connected with the Zoho CRM and I would like to explore a bit its functionality before trying to
Fetch and display rows results in a sub menu & Happy new year.
Hello everyone, Thank you in advance for your answers I am new. - Is it possible to fetch and display row as menu items in the sub menu of my application? - If so, how can I do that. Thank you and happy new year!
Community Digest - December 2020
Thank you, Zoho Community for coming together and braving 2020! We're grateful to have witnessed the community spirit grow and thrive this year and, look forward to the same in 2021. Happy New Year! Announcements Register here for pre-early access to
Zoho one and secondary email for employee
Hi We are moving to Zoho one and currently have 3 employees. I want to set up an email address that is for support. I want a specific employee to receive mail from this address as well as their own email from Zoho one license. I don't want to purchase
Issue regarding Emails
We get emails for the client responding and overdue tickets on the desk. but, one of our agents stopped getting those emails. Can you please advise on what should be done?
Public Forum
Is it possible for me to have a forum which is fully public? Presently it appears that someone should have access to Zoho to access a forum. I want to create a forum for one of the trainings our company is delivering. I would like anyone of the course
Workflow to add files into notes
Hi, ZOHO Notebook has such a great potential and is so close to be the best notes taking app i can think of in comparison with the competition. I've already sent some feature requests to fill some remaining gaps. One more thing I'd like to suggest which
Notification Emails Delayed
Anyone having issues with Zoho notification rules running but not receiving the emails like normal? Yesterday we had a bunch that didn't show up this morning. Today I've seen delays of an hour or so.
Data source for custom field
Hi, I'm starting as a Managed Service Provider (MSP) and trying to setup Zoho Desk for my customers. I'm looking for a way for custom fields to be customer specific when creating a new ticket. For each one of my customers, I manage several platforms.
Auto Assigning a record number
I am using CRM Deals module. I have a Quote Number field in my Deals form. I would like to assign the Quote Number to be 1 number higher than the last record added, so similar to an AutoNumber field. example I have 10 records already in my Deals with
Appointment duration?
How do you add the duration of an appointment to a calendar entry? I can see the appointment date and time, but how do I specify that the appointment lasts 3 hours, 10 minutes, all day etc?
Tasklist based on templates
Hi, Can someone explain how to create a task list using an existing template. There is no information in the documentation on how to do this http://www.zoho.com/projects/developers/tasklists-api.html#1 Thanks
i can't send SMTP email using ZOHO settings ?
hello every one , i am a new with ZOHO , i have Mail Premium Trial Plan with ZOHO . i have some problems to send SMTP emails using ZOHO settings . my question is : can i use my SMTP script to send SMTP email using ZOHO settings ? if yes , what is the
Can MarketingHub code be used in Google Tag Manager
We use google tag manager to implement most of our scripts and event tracking (like for SalesIQ, which works fine) is it possible to use the MarketingHub code in GTM? I inserted it as custom HTML and I can see the tag firing in my preview mode (within Google) but I am unable to get it to validate or capture data in MarketingHub itself. Am I doing something wrong? Thanks! PS Marketing Hub so far has been awesome!
Blank email content
Hi all, We have just migrated to Zoho Mail and seem to be receiving a few 'blank' emails. Initially we thought this was just one or two users but it's becoming a bit of an issue. One common theme we have noted is that hosted Exchange accounts emailing us seem to be affected the most. I know there are some very old threads on this, but is anyone aware of a cure? Otherwise I fear it might be the end of our Zoho Mail experience.
Page navigation color on multiple page forms
Is there any way to change the color of the page navigation of multi-page forms. The teal/greenish color doesn't match the website theme.
Wave Import Wizard Multiple Unhelpful Errors
Trying to import my accounts from Wave into ZOHO using the supplied wizard - I have exported everything into Google Sheets, following the instruction letter by letter, but when I try importing the csv's into ZOHO, I get errors where certain items don't
Your incoming mail is blocked?
Hi, I'm received this message yesterday evening and since then have not received any email. The stated reason is: Incoming mail rate exceeds limit. Please check this out as I don't usually get more than a few emails each day. Pankaj
Zoho Inventory Community Digest October 2020 - a monthly rundown
Hello all! Hope you're all staying safe. This month was quite interesting. It's hard to believe it's been seven months since we started working from home officially. As we push on, we're bringing you a lot of new updates as well as our expert sessions,
Display data row on a page
Hello everyone, I am trying to display data of an entry from a form in a page. I could not find any information about it. Basically I want to have a link to my page like: https://creatorapp.zoho.com/xxxxx/xxxxxx/#Page:opportunity_entry/{{entyID}} Then
I can send emails but I can not recieve emails
I have a .co.uk domain. I have created two custom email addresses for this verified domain but they are not working. Please can someone help?
Important Security Update: Key Invalidation of Past Meetings and Webinars
Every meeting or webinar that you create in Zoho Meeting has a unique 10 digit key. This key can be used to join meetings and webinars even if a user does not have the joining link. As a step towards better data security, Zoho Meeting now invalidates
How to Add Employee to New Projects?
Hi there, We have an employee user who has to be part of new projects. So everytime we create a new project, he needs to be added. However, we do not want them to have Admin status. Is there a way to do this?
View all emails sent from sendmail function
Hi, I would like to view all of the emails that have been sent using the sendmail task. I do not want to create a form/report for this, as this information will not tell me the exact time the email has actually been sent. I have a stateless form that sends mail, and the email sometimes is not sent until 40 minutes after invoking the function. Where can I see all of the emails that have been sent using the sendmail function?
Filtering tasks even if "Collapse Subtasks" is enabled
Hi, in Tasks, when the "Collapse Subtasks" view mode is enabled, the filter does not search into subtasks. The support explained me that when a user enable the "Collapse Subtasks" choose to hide the subtasks, therefore the filter does not search them.
Buttons and macros
Hi I've created some macros that send auto emails and update approval status in the candidate module. I want the macro run to automatically update the candidate status as well in line with the hiring pipeline parameters. I justt can't see how to :-(
Account Error: Cannot Get Mail "mail server imap.zoho.com is not responding"
My IOS Apple Mail app is suddenly unable to retrieve new emails without any changes to my settings. I have reviewed the trouble shooting guide and ensured that the advanced settings are correct. Please advise ASAP since these are business emails that
An important update regarding your account security
Hello everyone, Greetings from Zoho Mail team. This announcement is to create an awareness to all our Zoho Mail users to ensure they have updated their operating systems (Win/Mac Os) and e-mail clients to the latest SSL/TLS version and this was done
How do I disable Docs?
I have seen posts where if Docs and Workdrive are both active the default is docs. I am a ZOHO One user (1 user only) I have had Docs active but have never used it (no files saved) and when Workdrive was released I started to use it and I'm very happy
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