Client document collection
Hi there We currently use a system called Clustdoc.com to collect our client documents (proof of address, passports, pay slips, etc.). The clust system is ok but could be a lot better. It doesn't sync with Zoho (even though it does work with Zapier - so maybe Zoho flow could add support for it please?). However, we would like to eventually find a way to replace Clustdoc.com with an app native to Zoho One so it will integrate better with our other Zoho apps. Please let me know the best way to achieve
#3 Tip of the week: Host virtual sessions for an uninterrupted learning experience
With the current, Covid-19 situation, your learning need not be delayed or compromised. The learning management system of Zoho People support blended learning courses, for you to make learning happen in your homes. You can create courses, host online sessions or webinars, course discussions and more effortlessly. The Learning Management System is free for all plans until July 1, 2020 to provide an uninterrupted learning experience. Try it out now!
Create Payment APi in inventory failing
Hi, I am following your API documentation to record a payment against an invoice and mark invoice as paid but the API is not working. https://www.zoho.com/inventory/api/v1/#Customer_Payments_Create_a_paymentI I have the below json parameter {"JSONString":{"customer_id":"2058964000000074031","payment_mode":"cash","amount":105,"account_id":"450000000000353","date":"2019-10-31","invoices":[{"invoice_id":"2058964000000093105","amount_applied":105}]}} code: parameters = Map(); invoicedetails
Module - Word of the Day #1
In Zoho CRM, data is categorized into groups or divisions based on similarity. Each division that has similar data is called a "module". For example, 'Leads' is a module that contains all your leads' details. Contacts, Accounts, Deals, Quotes etc. are other examples of modules. In Zoho CRM, modules are of two major kinds - default modules and custom (or user-generated) modules. All these tabs (red underlined in the screen grab above) that you see in your Zoho CRM top header, are different modules.
Contact : Set conditions on 2 lookup field
Hi, would like to hide or block a lookup field if another lookup field in the same module is filled. See bellow an exemple : If ```Account Name``` is not empty i would like to block or hide ```Fournisseur / marques``` and vice versa. I cannot find the way for doing it. Thank you in advance Kind regard Delong
ESAP詳細ページのご案内
みなさん、こんにちは！ 西尾さんが以前投稿くださったように、（https://help.zoho.com/portal/en/community/topic/zoho-23-3-2020) 中小企業向け緊急サブスクリプション支援プログラム（The Small Business Emergency Subscription Assistance Program; ESAP）の日本語ページが先週公開されました。詳細は以下のウェブサイトをご確認ください。 https://www.zoho.com/jp/esap/ また、ご存知の方も多いかと思いますが、 新型コロナウイルスの影響拡大に伴い、在宅勤務やテレワーク中の共同作業を支援するパッケージ「Zoho Remotely」を2020年7月1日まで無料で提供しております。 Zohoアカウントをお持ちの方はどなたでもご利用いただけますので、これを機にぜひご利用ください！ https://www.zoho.com/jp/remotely/ 皆さまの安全を祈念しています。 Zoho Japan Community Team Hello Zoho
Zoho Campaigns Twitter chat - 'Remote working & email marketing' on 2nd April, 2020
Hello, everyone! Hope you're all staying safe and keep yourselves healthy. We've got some news to help you spend this social distancing period productively. We’re up next with our next live Twitter chat, that’ll take place on 2nd April, 2020, Thursday, from 10:30 AM to 11:30 AM PT. What's it? It's a live chat on Twitter—we ask you a question, and you reply to the question with your answer. We'll have a couple of experts such as industry specialists, partners, and knowledgeable speakers,
Create an event automatically based on a custom field date
Hello, I need to add events to my calendar automatically based on a custom field in my potentials which is a date. In our potentials there is a field for the "delivery date" and we need to automatically add this date to our calendar in google, so I guess the best way to do so is to create a workflow rule that triggers an event when the "delivery date" is not empty or modified. Thanks for your help.
Transitions in Pipeline Not Working
Have been having issues with transitions in CRM. When I click to transition a deal to another stage, the system won't update the stage to reflect the transition. I'm thinking this may be linked to the pipeline not being linked? Any feedback would be helpful to look into. Thanks!
Mail Composition -> contacts are not syned from *Contacts* anymore
It happens for me both on the browser client and the Linux AppImage. Problem: When composing a new mail, I used to be able to type the receivers name in the address field and get hints for the correct e-mail address / contact. Since recently, I don't get anything anymore. Same for when searching for mails byu the contacts. In the search field, there is no hinting anymore and search works considerably worse because of that. I have contacts in the contact Tab and I even exported, modified and re-imported
ZOHO Analytics Samples.
Tokyo COVID-19 New coronavirus infected people Example of analysis by ZOHO Analytics Because the request of self-restraint of Tokyo came out Latest infection trends in Tokyo Created an analysis example using ZOHO Analytics [Automatic update every day at 0 o'clock] @ZOHO analytics automatically obtains from open data in Tokyo The data source is relatively famous recently https://stopcovid19.metro.tokyo.lg.jp/ It is automatically acquired from here, so once it is made it is maintenance free We use
The crm homepage should be updated
For a potential customer, I rediect him to the crm.zoho.eu homepage to log in. He couldn't and found out the reason: For some reason this page look very old, and there is no way to login... even signin up doesn't work. (see the grey area). evem reloading multiple time of using Firefox, Brave or Safari gives the same result. Please also note at the bottom of the page, phone and fax number still have the placehold :-/ Please update the page, it give a very bad impression whan I have to make a demo.
Multi Store - Multi Warehouse
1. Is it possible to use "Zoho Books, Zoho Expense, Zoho Inventory" in tandem to run a multi store, multi warehouse retail company as one organization with 1 GST registration where Zoho is also used as POS? What would be limitations, if any? 2. What would
Domain Registered with GD / Hosted with Another host / Created email User ID / How to configure delivery
Hi, I am stuck at the last stage mentioned above in the subject matter: 1) I registered the domain with GoDaddy. I changed the name servers immediate and hosted my site at Shock Hosting. 2) Then I came to Zoho to create my email ID. 3) I created the email ID as coffee@techlaugh.com But then I am not able to perform the following step: Zoho Mail - MX Records - Configure Email Delivery The Records page on Go Daddy is completely missing. I am not able to ADD MX Records ...IS IT BECAUSE I HAVE CHANGED
Zoho forms suggestions
Dear Zoho Corp., among other activities we provide maintenance for wastewater and rainwater plants. I was trying to set up a checklist module for each one of them to address the specific activities that has to be performed on each plant. I liked Zoho Form integration with the other apps of the suite but the product seems pretty limited. I've sum up a list of suggestion we hope could be taken into account for development. TRANSLATION: most of the product it's not yet been translated to Italian. MATRIX
Project Views Updates Coming?
I cannot find the thread but there was a comment from someone at Zoho many months ago that project Views would be seeing a big upgrade at some point with new functionality. I am curious if that is something we will see any time soon? I am attaching a screenshot from another software product we also use that allows us to easily create any type of view we want including the fields we want to group by and/or sort by. This seemingly little thing is so big that we still use this other product to manage
Outlook 2016 hung at "Synchronizing subscribed folders...
It's just been sitting here trying to sync, I went online to the webmail and saw I had 2 messages that needed to be synced. This has been constantly going on for the past few days, it seemed to fix itself earlier in the week but it's back now. tracert imap.zoho.com Seems to stop at IP 129.250.199.134 after that it just goes to timed out state.
Full File Browser Functionality
Right now users can select a specific file to transfer across. It works fine for single files. For more complex tasks it would be extremely helpful to have a view that showed a full file browser of both the local machine and remote machine side by side and let you browse and select files & folder to copy across. This is the one feature that keeps us from moving fully from Logmein Rescue for unattended access, and we hope this feature it's coming.
Zoho CRM - Transitive workflow (2nd workflow triggered by the 1st)
Hello, Is it possible to have "transitive" workflows? By "transitive" I mean: 1. workflow updating a field in associated module (e.g. Calls -> Contacts) 2. workflow updating a field in the same module which is triggered by the first workflow. Example: Create a call with subject: test 1. workflow triggered by "create or update call" with "subject that contains test" -> update corresponding Contact's "additional zip-code" 2. workflow triggered by 1. workflow update -> update Contact's Status to "blah
deleting e-mail registered with ZOHO
Hello! I'd like to delete my e-mail registered with Zoho. I'm moving to another registrar. I'm not able to delete it by myself. Could you please provide me any help on this? Support is not answering. Thank you
Anyone else unable to edit forms?
When i click edit - i get a white screen - it doesn't ever load the builder.
Outgoing mail goes to SPAM
hello, we have noticed that a lot of our outgoing e-mails are going as a SPAM to recipient like [SPAM-TA] in a subject... We are using MS Outlook 2010. Any ideas to fix it? Thank you, Arunas
Any opened Deluge repository ?
I plan to use a bit Deluge for some functions in our Zoho One, I was wondering is there were some open repository of scripts or snippets ? This would be a way for me to start learning :) As for a start, I'd like to get message in my Cliq, when I get an estimate approval request. This is parallel to the email notification, I just want to test with Cliq. Thanks !
Productivity and efficiency per user
Dear Zoho Support, How can I obtain the productivity and efficiency per user? Is this function available with the express package? By productivity, I mean how many tasks is the user accomplishing per week, and efficiency could mean the % of task achievement in time... Do you have this in statistics? Many thanks, Denisse
Tags Moved in New Views
In the newly deployed view (which I do like) the tags are moved to a very awkward location for setting and viewing ... it wold be nice if the tags showed up near the heading(?) as was previously the case. I honestly thought that they were gone when I was trying to set tags this afternoon until I went to the Old Version.
Commerce "Paid" status is not updating correctly for transactions instantiated in Books
Hello, Many of my transactions are created as a sales order in Books, and then invoiced in books, and then emailed to the customer to be paid though the payment link. For whatever reason the status does not change to "Paid" in Commerce, which is where I usually prefer to review that status of all the active transactions, and also usually do my shipping. I can also show active transactions for which this is the case if that's helpful. Thanks, Bryan
SPF Record
Hi! I have been trying to configure Zoho Invoice SPF records and i have been unable to get it work. I have configured the SPF entry on the server and it has been validated by other websites but Zoho itself keeps saying the SPF record cannot be validated. Example of what i have: v=spf1 a mx include:spf.protection.outlook.com include:eu-sender.zohoinvoice.com include:zoho.eu -all Any ideas what could be the problem here?
Automatic tax rate for each line
Helo, i bought today 30 days professional Zoho Invoices subscription to migrate our invoicing system but i discovered something incredible. If i make invoice with 15 products lines for example i must for every line choose the tax rate. We are selling only 20% TVA products, it's crazy do say to my collaborators "listen everybody, from today you must make hundreds clicks to check the tva rate for all product. If you forget some, you must make a Credit note and recreate a new invoice to correct this
Custom Function Help
Hello, We are currently selling apartments in a project called "Cartagena Laguna Club". We use Zoho CRM for contacts management. When a contact wants to buy an apartment, we move the contact to lead, then integrate with invoice so we can build a payment plan and keep track in the future for the payments. I'm in charge of managing Zoho Invoice. When I integrate the lead info, there is some information that we are missing that I manually enter, one of those fields is the "Apartment" the lead wants
Blueprint Emailing and Zoho Books' Estimate
Is it possible to send an email through CRM's Blueprint transition with an attached Zoho Books Estimate? I don't know much about Webhooks or other such connections between Zoho apps but guessing such possibility could be there. Months (sometimes years) after accepting an Estimate, client may forget about its content so at the time of the job delivery, I'd like to trigger an automated email template as part of a transition to the final stage of my Deals Blueprint. In that email I'd like to refer to
Can an email or notification be created when a daily email is not received?
I receive a daily email. If it does not arrive I have an issue that must be addressed. Preferably, I'd like to automatically send a did-not-arrive email to two email addresses, but one address and/or a notification would suffice. Can this be done?
Zoho Social will not post to Instagram or Facebook
Posts won't publish to Facebook or Instagram for any user. Sites are connected. I have a large number of posts which are already scheduled and so don't want to disconnect/reconnect the channel. Is this temporary?
Getting a Multi Lookup from a converted Lead
Hello to you all, I was trying to retrieve "Multi-Select Lookup" from a converted lead, how can I do that? I have to retrieve the converted lead JSON and acquire multi-select lookup and map/ update the data into a related record in a different module. Thanks Note #1: "https://www.zohoapis.com/crm/v2/Leads/search?converted=true&criteria=(id:equals:" + id+ ")" didn't work
Email embedded link for non-user
I'm looking for a way for a non-user (not logged in or a Zoho User) can view a report record (Summary) sent via a link in an email and be able to click a decision box or other check box to reply (in the form). I need this record to be separate and independent from other records (views). After the non-user "checked-the-record" that record would then become unavailable for view again. Can this be done?
Bug: New Look Record Details Page > Quotes > Each Line Item Description
Minor bug with the new records details page. We generally have a few lines of description within each line-item. Summary: Unable to move the cursor via keyboard up or down to text lines above or below. You can arrow (using keyboard) left or right but can't arrow (using keyboard) up or down. You can to keep clicking with the mouse instead. Steps to reproduce - Open new look Quote Record - Edit record - Go to a line item and paste several lines of text - Click anywhere within the lines of text and
Announcing SMS and MMS Tickets Support with Plivo for Zoho Desk, Automate SMS with Schedule & Workflows
Greetings from Ulgebra, We have published our new extension, SMS, MMS Tickets with Plivo for Zoho Desk in Zoho Marketplace. About Plivo : Connect and engage with your customers globally. Thousands of customers rely on Plivo to deliver better customer communications globally at much lower costs. Checkout the price comparison here. Send and receive SMS messages from within your Zoho Desk ticket view. Receive SMS and MMS from your customers sent to your dedicated number as tickets
Download Button in Internet Explorer
My team and I are noticing that users accessing through Internet Explorer cannot download the application. They click the download button but nothing happens. I have tested it myself as well.
Delete Subform record when row deleted in parent form
I have a Parent form with a subform (which is an actual form, not created from Blank). The Parent form is "Parent Companies", while the subform is "Locations". Each parent company may have multiple locations. If I delete a "Location" (row from subform) while editing a record in the parent form, the data still remains in the subform. I would like to also delete the data in the subform form. Is there a way to accomplish this?
Is it possible to add a website from a web browser to Bookmarks by sharing it to the 'Streams for Zoho Mail' or 'Zoho Mail' app on Android?
It would make the Bookmark function in Zoho Mail actually useful on smartphones (Android). Mobile-first should be the norm and not an after-thought. By using the built-in Sharing function on Android, it will make Bookmarks a bit closer to its competitors. Thanks.
Portal Cliente
Buenas, Quisiera hacer una consulta para ver si no lo estamos enfocando bien, o no somos los unicos a los que nos pasa. Usamos desk y books dentro de Z.One. El tema es gestionar los dos portales clientes, hay clientes que nos abren tickets y a parte nos piden las facturas (aunque se las enviemos automaticamente). Se nos hace un poco raro que el cliente se tenga que dar de alta en los dos y que sean separados,hay alguna forma de unirlos? como los usais vosotros? un saludo
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