Is there a way to turn off signatures for invoicing in Zoho Books?
I am setting up a Zoho Flow that will automatically create an invoice in Zoho Books, but it stops there and will not apply retainers because the invoice is not signed, is there a way to turn off signatures required for invoices? Thank you!
Zoho Running Very Slowly
Hi, We have been using Zoho for about a week and it seems to be very slow. At times - to the point of being unusable. We have the full paid up version but only 2 users using it atm. Is it always like this or has there been work to the servers? Many thanks, Andre PS> Used IE & Chrome and from 2 different locations and all other websites running fast - so it certainly is not our side.
How to prevent duplicate timesheet hours
Hi All Has anyone figured a way to prevent duplicate hours for the same day in a timesheet? For example I have 2 timesheets submitted for approval for the same project, job etc and each have 4 hours each for the same day. One is a duplicate entry. How do i inform the submitter that it is a duplicate entry?? Casper
[Webinar] Power up your Unified Business Analytics with robust Data Pipelines
The ever-increasing rise in the adoption of business apps has opened up opportunities for organizations to gather data on an unprecedented scale. But how can organizations put this data to effective use? Unified Business Analytics is one of the key data strategies to help organizations unearth end-to-end business insights from multiple data sources. To enhance the functioning of this unified ecosystem, data pipelines play the crucial role of feeding enriched data into the system. Join this webinar,
Unable to connect to ssl://smtp.zoho.com with opencart 3.0.2
Hi, I have a zoho email account and I am trying to configure it in opencart 3.0.2 for SMTP authentication for sending mails. But I am getting the following error. and we try to add SSL port and TLS port Can anyone help me with this? Thanks,
Add file when creating ticket in desk.zoho.com/api
I am building a system to add tickets through the API. There is the option for uploads as a list in the create ticket API call; however I seem to be unable to include a file when creating a ticket. I get UNSUPPORTED MEDIA TYPE if the content-type header is application/json - and I get no response (and no ticket) if the content-type is multipart/form-data and the closest I can find to support is this 2 year old ticket using I think a different version of the API: Here Perhaps I'm doing this wrong-
Integrations
I need to be able to integrate new job boards such as Craigslist and onlinejobs.ph. Thank you.
Zoho Desk Community Digest - August 2020
Marketplace Updates Building Extensions #2: An introductory post on the features supported in the platform to build Extensions Other Enhancements Marketplace support now available in the Help Center. Mass actions, such as bulk assigning, updating, deleting, closing, or moving multiple tickets are now possible. You can perform these actions on up to 10 tickets at a time. This functionality is available in all paid editions. Agents can now receive desktop notifications even when they are in the idle
Change invoice number settings in Zoho CRM
The default invoice numbers generated by Zoho CRM are very long. For example: 4542989000002181606. We are a B2C company (business to consumer) and these numbers are too long for our clients. How can I change the settings to limit the length of invoice numbers (or invoice ID)? Thx.
Zoho Books contact update API not working, poor documentation, poor tech support
Having lost a whole week while trying in vain the use the Zoho Books API, and an even worse technical support from Zoho, I thought I post it here, to see whether anyone has a solution: I am trying to use the Zoho Books API for updating a simple contact,
Adding unit to invoice
Dear Support, Is there anyway to add a unit field after quantity column? Because our business is a landscape contractor and in certain circumstances we provide soil for example in cubic metres and cannot denote the unit on the invoice. Another example is we supply watering truck and charge per trip. We have a simple solution by adding the unit into the Item description but some clients have been alarmed and asked if we can change this. Please let me know, Bent Regards, Jeffrey
Mailing list Services
Marketing Lists Direct, Inc. list takes pride in providing Business Lists, Direct Mail, Telemarketing Leads to Businesses and best Business Mailing List around world at over .Choose from our industry leading Marketing Lists Direct, Inc. and then begin creating your mailing list today. For a Marketing Lists Direct, Inc. list you want to make sure you are reaching key decision makers. Data HQ specialise in Marketing Lists Direct, Inc. across all industry sectors and by specific contact type. If you
Update to Connections - Deploy from Sandbox to Production
Hello everyone! Connecting any third party application through a function is done mostly through Connections. However, while deploying the functions from Sandbox to Production, we do not include these connections. We are happy to inform you that moving forward, you can deploy the functions along with their connections from Sandbox to Production. This enhancement will immensely benefit the customers who rely on writing functions first in Sandbox, testing them (UAT) there, and deploying them to Production.
Fteching Data from Lookup Field in Another Form
I have the following Forms: Form Name: Components Field: Comp_Description Field: Comp_Category (this is a LookUp field linked to another form named Category) Form Name: Category Field: Cat_Category Form Name: Pricing Within this form I am fetching data from the Components form using the following script: if(Components[ID == input.Pricing_Part_Number].count() > 0) { x = Components[ID == input.Pricing_Part_Number]; input.Pricing_Description = x.Comp_Description; input.Pricing_Category =
E-mail problem
When I sent a mail the receiver is receiving the mail like "G-mail couldn't verify that amazecovers.com actually sent this message. (And not a spammer)" Also I cannot receive mails to the business mail.How can I fix this?? Thank You!
Not receiving notification emails
hi we have been using zoho desk for a year and no issues, however last week we stopped receiving emails to notify us of new tickets/replies etc It appears the system is still working as customers are still lodging tickets etc but not getting the notifications is becoming increasingly frustrating - any ideas where we can start looking? Our IT team is adamant nothing has changed or is blocked on Office365 in this regard.
Document Merge not working?
We use the document merge feature constantly during the day to prep reports for clients. Its not working today - tried different entries, tried different documents, tried to send it to different email address, checked spam - nothing. (For the past a month or two, we've been having random glitches: all of a sudden editing response via the email link stopped working and then started working again a couple of different times and now this)
"Cannot get mail" Zoho is currently unavailable
All of the email accounts I have get this error on iOS devices yet all accounts can login via a browser so I know that passwords are correct. Accounts were working fine on all devices until a week or so ago. I am using my own domain and using "imappro.zoho.com" for the incoming mail server. How can the mail be working (I know this because of logging in via a browser) but I can't use it with other mail programs?
cursor moves bij re-open file
When I open(phone) a sheet, the cursor stands always at the begin of the file. For example: I close a file while the cursor stands on G278. When I re-open the file, the cursor appears at the beginning of the file instead at G278 where he was closed. Can you help me. Can I change that?
Merging User Filters
I have two different values with the same name in the data. When plotting the graph, if a take average value on Y-axis I get the average of the two similar name values even though their other data are different. Therefore, I want the filter to show values as in below attached image 1. Currently my filter shows values as in image 2.
2 Users
Hello I am new here and facing one problem. I have 2 users and I want to select any of them at the time of sending e-mail. But unfortunately, it's showing one user when I send an e-mail. Will you plz help me to find an option between 2 users. Regards Wasim
Filter a look up
We are looking at getting zoho creator. The first part of what we need to do is create a fliter on a lookup....I am told this is achiveable - but how?
Can't access my mail
Hi, I've enabled TLS 1.2, but still can't get access to my inbox. Thank you.
incoming email: multiple email accounts in zoho crm
Hello! I ve two IMAP Accounts, where emails coming in. (two business divisions) I want to get both parsed by the CRM. Whow can I do this? The BCC Dropbox seems to be only for outgoing messages? "The received mails that are related to the particular lead, contact or deal will then get listed under the Emails section in that Lead's, Contact's or Deal's page respectively." (documentation) Question: Are the email also listed in custom modules entrys or only the CRM-standard lead, contact, deal? Thanks!
Scripted Telesales/Telemarketing Campaigns
Hello, I'm looking for a way to do scripted telesales/telemarketing campaigns in Zoho CRM. I have seen solutions like GrapeCity Telesales for Salesforce and CallPro CRM and they do exactly what I want to do, but they don't do it with Zoho which is the CRM I would prefer to use due to the pricing structure and the month-to-month payment model. Particularly GrapeCity; they do a great job of this, include prospect scoring and their interface is easy to use. But they are only on Salesforce and the add-on
Facebook Lead Gan
Hi Zoho Social team, I have a problem with Facebook lead gen. 1. In lead forms I have a Fields Mapped to a field that is a Unique field in the CRM and I think this is way I get an error "failed to sync" from Lead Forms, and I don't get the second request from the lead to get back to him. I need to get a notification if a lead leaves a new form to get back to him, I can lose clients because of this. 2. I am not seeing all the Ads, My marketing manager has uploaded a campaign from the Facebook ad manager
Create candidate through resume parser
Hi, At the moment to create a candidate I normally email the candidate resume to Zoho to create the candidate profile etc. However, this process can take a little bit of time and it would be ideal if it was possible to drag and drop a resume into Zoho which would immediately start the parser which then immediately created the candidate profile. I know I can create a candidate but then I have to populate most of the data myself. I'd like the resume parser to do this for me without the delay of waiting
Sending with a Deals custom field filter
I use Contacts and Deals. I want to send an email to all contacts where a Deals custom field called "destination" is = to Paris. How can I do that? From Contacts, you cannot see any Deals fields and from Deals you cannot see Contacts fields?
[Live Webinar] 11 Questions to Stop Being Afraid to Ask About Your Business
Hello, From deciding the features for your product to taking the product to new markets, you need your customers to move the needle forward. Of course, you know this! However, how many of you spend time in customer research? If you want to pivot your business or make it stand out from your competition, you need to ask the right questions and get the answers you are looking for! Join AJ Davis, founder - Experiment Zone, on 23rd September at 9am PT | 4pm GMT | 9:30pm IST as she tells you the 11 questions
Sales forecasting
Hi, I am looking at using Zoho Inventory with our WooCommerce stores. I was wondering if it has sales forecasting? I have signed up for a trail Zoho Inventory account, and can not find sales forecasting in admin panel. I saw it is part of Zoho CRM. I am also confused if I need Zoho CRM or Zoho inventory? I see the price for the "Zoho CRM Professional" is cheaper than "Zoho Inventory Standard"? And, Zoho CRM Professional apparently includes inventory? Does "Zoho Inventory" have more features?
Reports of (Accounts/Deals/Contacts) WITH NO activity in a period of time, last 30, 60 or 90 days, etc.
Hi, I have been working with Zoho for 2 years now, and I am having problems with these same type of reports. I am trying to create reports and dashboards for Contacts/Leads/Deals/Accounts that have had NO or Zero Activity for last 90 days. (activity i refer to is Calls or Meetings, (notes is a valid activity that a salesperson has to put in (but also if confiogured with salesIQ notes are automatic, but still valid) However, whenever i do reports, it does not have an option to choose Contacts/leads
Zoho Creator | Scheduled downtime for EU users on September 27th, 2020
Hello App Creators, We want to make you aware that we've scheduled a maintenance activity at our EU data centers on Sunday, September 27th, 2020, from 3:00 AM to 3:15 AM (UPDATED) from 1:30 AM to 1:45 AM CEST (Central European Summer Time). During this period, Zoho Creator will be completely unavailable for the accounts in our EU data centers . This means that the following will be temporarily inaccessible for these accounts: The Creator applications and their schedules, integrations, and APIs The
How can I see in a reporte the quantities of the single items sold in composite items
I want to know my sales of some single items but because them are included in a composite items I can not see the info on the report. This is very important so we can know how many items we are selling and how many to buy.
De-duplicate doesn't work in Zoho recruit
Instructions do not make sense. "To merge duplicate records: Click the [Module] tab. (Module refers to the tabs like Candidates, Contacts, etc.) In the [Module] Home page, under [Module] Tools, click Deduplicate [Module]. In the Deduplicate [Module] page, Select Field by which you would like to search the duplicate records. Click Next." There is no 'Tools" option...... Help. Called support - no answer. Started Chat..no response. Can't email support - 'send' button won't acknowledge after composing
About Currency
Hi Sir, I want to know where can I exchange my currency on my item or PO/SO ? Thanks!
Email setup
Hello i am having a problem setting up an email for a client. when i set it up in Outlook is keeps failing when it has to connect to incoming mail server. i can however log in to web mail. i also checked the settings on imap and pop but i still cant connect to the server . i even tried to set the mail up on my laptop and have another ISP but i am still having the same problem. these are the settings i used. i even tries to ping imap.zoho.com but i am getting time out am i doing anything wrong or
lost zoho zb**** code
I had the unique zb******* website code to verify my domain address; but i need the code again to set up the email after moving my domain from godaddy to wordpress. Where can I find the code?
How to display visitor's CRM info instead of Desk's
Hello, When checking missed chats, on the right side, you get some information about the visitor, and also Desk and CRM infos. By default, Desk Info takes precedence over the CRM info. Is there a way to display CRM infos first instead of Desk ? Thanks ?
Can a single invoice be sent to multiple email addresses?
I have a customer who normally receives his invoices by email, but his wife would also like to receive a copy to her email. I typically create invoices by importing them from a csv or excel file. When I email the invoices, I send them in bulk (25 at a time). I realize that when I am emailing a single customer (not using the bulk send feature) I can input an additional email address into the cc field. When sending in bulk there is no obvious way to do this. I can add another contact to a customer's
Ideas for Using Backstage for Parking and Admission Tickets
Due to Covid, our health department is requiring that we limit physical attendance to our local event. I thought Backstage would be perfect for this, but I am running into limitations. We need to have people purchase parking and admission to our event, as below, and I wanted to see how to do it: Parking - $5: Friday Session 1 Session 2 Session 3 Session 4 Saturday Session 1 Session 2 Session 3 Session 4 Sunday Session 1 Session 2 Session 3 Session 4 Admission - $3 Enter qty for admission Is there
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