Zoho Projects have been broken since May 8 - No solution provided
I opened ticket #40539004 on May 8th. Since then no solution has been provided to me. I have constantly received messages saying "we fixed the issue" but it is not fixed. Further, I have done three screen shares and each time I show the same error to
User Filters and Widgets
Hello, I have a widget that I want to compare the Latest vs Previous day's values. When I apply a date user filter, say for a few day's ago, I do not get any data on the 'latest' column, but instead it shows up on the previous column. When I remove the
Edit customer notification messages
Is there a way to customise the messages which Bookings send to the customer?
Is Empty Function Not Working Properly
39 relatedMetric = list(); 40 relatedMetric = zoho.crm.getRelatedRecords("Metrics","Deals",dealId); 41 if(relatedMetric.isEmpty() == false) { Value is empty and 'isEmpty' function cannot be appliedat lineNumber 41 Not sure why this is happening? it's
How do i create items for mobile spare parts business
I have below fields for each product Family-> this is for grouping category-> this is for grouping Sub category--> this is for grouping Brand--> Model-> Colour-> Quality-> Warranty Type-> Product type---> Title = Brand + Model + Colour + Quality + Warranty + Product Type Attaching Product Master Sample
Pushing data from Creator to CRM Lead
Hi there, I'm trying to make a booking app by using a pre-made Appointment Management app in creator. Form works fine but even there is no error message, somehow I can't push data from creator to CRM Leads. Is there something wrong on my code or do I
Unable to send mail - Unable to send message;Reason:554 Email Outgoing Blocked
Hello-- I'm getting the message "Unable to send message;Reason:554 Email Outgoing Blocked" when I try to send a message. I understand you monitor for suspicious activity, but I have only sent about 10 emails since I opened my account last week, so I'm
Stock Control
Having finally managed to do tiered pricing I thought my stock control would be easy. We create an estimate. Once that is accepted the stock would be needed? Nope So then I figured we needed to create a sales order - that works. But it cannot be automated
ZohoCRM App (android): Hidden fields showing up?
I'm using the android zohoCRM app. In this section I created for my Leads module there are 5 fields that are NOT visible when I look at the layout in a web browser. However, within the app they are there until I hit the edit button in the app, then they
Purchase orders
We quite often get billed for purchase orders not yet received. It seems that it's not possible to create a custom filter for this scenario ? Am I missing something here Zoho guys ?
How to Set Up Multiple Organization Names in Invoice Templates?
I have a "dba" business name that is different from my corporate name, and I would like to send invoices and other corporate communications from each name (DBA name and corporate name) from time to time. How can I set that up in the templates? Thanks! John Hollway
Delivery Note
Hi, i want to know how to generate or create new delivery note. I want to precise that i've cofigurate it, but i don't know how to generate it in pdf to print and send it to my client. Best Regards, Serge MENGUEME
#22 Tip of the week: Generating passwords automatically in Zoho People
Did you know? You can automatically generate secure and strong passwords for your employees. While adding employees to Zoho People or while importing them, you need not manually set different passwords for different employees. Our integration with Zoho
Show Meeting Notes in Deal
Hi, I want to show meeting notes from Client Meeting module to on Deal page under deal module. Below is the code - but i am getting error: Failed to execute function Argument type mismatch - Found 'TEXT' but Expected '[BIGINT]' for the function '756'
Thai Language Support for PDF Font?
I was unable to see Thai font in PDF of my invoice. How to fix this? Thanks in advance Win
Delete User Attachments to free up space
Hello, I'm trying to figure out how to manage user data. Our reps are sending email with an attachment and it's creating a data storage issue that it not easily manageable from an admin level. The past week we've hit our limit twice and I've had to add
Recommendations for Wordpress + Zoho Books integration
Hi there! We're facing a problem integrating Zoho Books with our Wordpress site - we currently sell online and offline educational courses, along with some physical products. We can sell the offline courses and products using WooCommerce, and connect
How to document a Windows license purchase without a GST bill
Hi, We recently made a purchase of OEM Windows license for our company use, which is totally legal way of buying a license for lower cost. But they never issue a GST bill for it, I specifically requested and they wont be able to issue one. Should I calculate
How do I create a custom invoice number sequence?
I'm trying to find a way to use a custom numbering scheme for my invoices, but I can't find a way to do this in Invoice. How can I accomplish this? Thanks, Tim
11月13日（金）、Zoho による自社イベント「Zoholics」（ゾーホリクス）がオンラインにて開催されます！
Zoho が開催している年に一度の自社イベント「Zoholics」（ゾーホリクス）が開催決定です。 例年ならばオフラインで開催しておりましたが、今回は新型コロナウイルスの感染拡大防止のため、オンライン形式での開催となります。 今回のZoholics Japan 2020 Online では、コロナ禍におけるみなさまのビジネスプロセスの変化や多様な働き方をバックアップし、かつ顧客との信頼関係を築くためのヒントを、様々な観点からご提供いたします。 詳細/お申し込みはこちら： https://www.zoho.com/jp/zoholicsjapan2020/
How to bill after 100% upfront payment ?
HI, We are making Purchase Order where we need to pay 100% upfront our vendor. To trigger the payment, we convert the PO into a bill. Problem is then, the inventory is updated with bought item... Even they are not physically here. Later, we receive a
How to display how many paid invoices this current month?
Hi, As part of an analytics dashboard, I'm asked to display the amount of invoices that have been paid during the current month. I'm struggling already at the Invoice sub module level to have the relevant invoices. You can select Paid invoices view. Then I like to restrict to only invoice which payment date is the current month. I can't see a filter for that. I can't use Modified time or Activity time date filter because old invoices are modified after payment. In the Analytics dashboard / components,
What's the purpose and usage scenario of the new ticket field "Language"?
We did notice that you did add a new system default field into the "Additional Information" section of the ticket layouts. It's a non-editable field. Could you please explain the purpose and usage scenarios of this field?
How to Search Email and Attachments in Zoho CRM?
How do I search emails that are tracked to Zoho CRM (via Outlook Plugin) and documents that are attached to CRM? When I use the search function I do not seem to be able to get these as results. I apologize if this is something fairly obvious, but I
Team Feeds and Notifications
In the Team Feeds view and Notifications the Ticket from information is sometimes just showing last name and sometime showing full name ie first name last name. Ideally we want this to be first name last name all the time. The Information is there in
Can't receive email with different department
Hi, Our company just using zoho and facing problem when receiving email with different department, simple situtations as below : - we have 5 department (let say A,B,C,D,E) - when someone sending email to us (A-E), the only one department will receive
I can not receive Emails :(
Hello Zoho Team! For a few days I can only send emails from my account, but not receive incoming mail. It coincides with a change I made to WordPress. I guess that has to do with it but I don't know how to fix it. Could you help me please? Best
Microsoft Teams integration
Hello, I would like suggest that it would be a great feature and benefit if Bigin could be integrated with MS Teams. Teams is now pretty much the defacto app for collaboration for small mid-size business' and it would very beneficial to be able to share Deal data in Teams. Thank you for considering this?
How can I set up different rates within the same project for different persons?
Hello, I use invoice to timesheet consultancy projects. I need to define different prices per profiles. Junior --> XXX euros Senior --> XXXX euros How can I do that? and automatically compute total amount based on timesheets? Thank you.
EVERY company has a Cap Table!
As I consider converting to Zoho, I am distressed to see that Zoho does not have a concept for Shareholders any more than Quickbooks does. This has always surprised me since nearly ALL COMPANIES have more than one "owner". Wouldn't it be amazing if you
Reporting?
Does Bigin have reporting capabilities? I didn't see any functionality for that.
CSS Help and Column Spacing
Hello, I am having trouble with implement css though the css editor. When I edit the css in the web inspector everything is working as it should be, but when I transfer that code over to the css editor, it does not work at all. Also I was curious to
How to record transactions of a purchase and its refund in the following month?
I made a purchase of a product from Amazon in the month of May, Total cost - 1099 and had to pay IGST - 167.64. I filed the GSTR-3B and it was easy as a cake. Now in the following month of June I received a complete refund of the product. How do I record
How to Resize image in Desk Zoho
Hi Zoho Team, Can you explain how to resize image at Desk Zoho, cause at Desk Zoho only have 3 option to resize image , here detail below Thanks for your kindly attention and cooperation Regards, Sidik
The MX Records of your domain are not pointed to Zoho. You may not receive emails in Zoho
Hi, Well i'm brand new to Zoho. However, I've updated DKIM, SPF, MX Entry before (Google Apps) without any problem. Did all of the above for Zoho as well. Am stuck at MX entry, because, I seem to be receiving mail (at my Zoho Account) and also the forwarder that has been set up (to forward to a gmail.com account), but i still get the error message: The MX Records of your domain are not pointed to Zoho. You may not receive emails in Zoho But if i'm receiving mail, doesn't that mean the entries are
What's new on Zoho Marketplace for October 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 October 2020. ChARM Health for Zoho CRM Synchronize patient information between ChARM Health and
Zoho Sign and Zoho mail Integration?
Is it possible to sign documents from zoho mail with zoho sign? Currently I am having to download the document from the original email and upload it to Zoho Sign manually , sign it then download the signed copy in order to email a sign document. Is there any a way to expedited this directly in Zoho Mail? Thank you
Change Candidate Status
Please add the change Candidate Status option to the Quick Options when previewing a Candidate's Resume in their profile, this would make it so much quicker to go through large lists of Candidates
[solved] Unable to logtime as today seems to be in the future
Hello, We are logging time for our tasks. However today, it seems we can't log in any time today. (May be link to yesterday EU server update ?) Even if I change to a pat date, I'm still unable to tme log. Any known issue ? I checked that my timezone (in my profile) is CEST (UTC+2) Regards
Send mail from gmail
Hello! I have a gmail account, and I have linked my zoho and gmail accounts so that I can "send mail as" in gmail using my zoho email. Now, I would like to send mail (using zoho mail) from my gmail account with the zoho email address that is linked to my gmail account. Example: Zoho creator sends an automatic email using a zoho email address. This zoho email address sends the email from gmail. Gmail uses the zoho email address to send the email. The reason why I want to do this, is because I
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