Anyone else have WePay settings disappear?
We have been using WePay for a couple years. We just started getting a message that we need to configure WePay and link the bank account. When I log in to WePay I see our payments received and the disbursement to our bank. Before I can link the bank it says to update our company information. All of the company information has disappeared. If WePay is having a problem, I am reluctant to set it all up again. Has anyone else had this problem?
My subscribers need to be organizations. Will that be a problem?
I'm basically going to be using this as a association management platform, except the actual customers are organizations, not people. Of course we'll also need to keep records of the people associated with those organizations. What's going to be the best approach for me so that the organizations are the entities payiung the subscriptions? Thanks
How to get a "analysis" leave report
I thought my question was easy to answer, but I simply don't get it working. All I want to have is a report, that I can print, where in one column is the name of the employee and in the other the number of leave days. I want to use the new analysis tool for that. Is there anybody who can help me?
Make your file search easier by using TAGS.
Tags are nothing but user-defined keywords or labels that can be assigned to your documents. Tags can be anything from a single word or a phrase that can be used to organize your files better and at the same time make search easier. You can create a separate tag for each file or give a common tag for files belonging to the same category. You just have to type the tag name in the search bar and you will see all the files tagged under the particular name listed. You can even assign your files to an
Escalate timesheet or leave approvals if the first approver is not available within a certain period
hi Is there a way to escalate leave or timesheet approval if the reporting to is not available? Its not the same as Delegation. For example, a employee submits timesheet that needs to be approved within 5 hours. If 5 hours lapses, can it be cascaded to another person for approval? * Also when the reporting to doesnt approve, can a email notification be sent to a user above the reporting to level?? Casper
How do I add approval to the system Performance Appraisal form?
I need to add the HR manager to approve when the Performance Appraisal is submitted. However, when I'm in the Approvals section, this form doesn't show up on the dropdown list. How do I solve this? Thank you, Mi
Leaves Data
I want to access all users in my organization leaves data.. is this possible i checked that we have to export leaves data indivivually but i want to extract all users leaves at one time is this possible ?
UPS Label from Contacts
Is it possible to integrate a World Wide Express (UPS) with Zoho contacts? I send out 100s of promotional boxes to my contacts.. Alex
The server did not authorize POP3 access for the username and password provided.
Hello guys. The pop3 of one of the emails from the domain eufrasioautopecas.com.br was working so far, but now I get the following error: "The server did not authorize POP3 access for the username and password provided." How can I fix this error? Thank you.
Can't add photos to contacts
I am using Zoho Mail with iOS devices, using imap for sync. When I try to upload a photo to a contact, it seems to stay there until the address book syncs, then the photo disappears. Why is this? Does this functionality not work?
Add Dimensional Weight or volume field calculator
Hello, I'd like to know the total volume (in cubic meters) to the products in my sales invoice. How can I do that? It must calculte the sum of all products times its unique volumes. Thanks in advance.
Notes Acknowledgement
It would be great to have emojis that can be used for Notes. Emojis such as Thumbs Up to let someone know you agree with them or a emoji for thanks. It's a simple way to acknowledge that you read someone's note.
Zoho Sales & Marketing Workshop in Berlin
Haben Sie sich schon für unseren Zoho Sales & Marketing Workshop angemeldet? Im Rahmen des Ganztages-Workshops zeigen wir Ihnen, wie Sie aus Ihren Vertrieb- und Marketingtools das Beste heraus holen können für mehr Effizienz in Ihrem Unternehmen! Sichern Sie sich noch bis zum 09. Februar Ihr Ticket zum Frühbucherpreis! Sie möchten Ihre Kollegen mitbringen? Bei einer Anmeldung ab 3 Personen, profitieren Sie von unserem vergünstigten Gruppentarif: https://zurl.co/1sbM
zoho forms data not appearing after sync
Hi, I've been experiencing some problems with zoho forms. Some of the data that I've synced from offline usage is not appearing when I check using the web dashboard. I've tried filtering the data but I still can't see the data I've just synced. If this problem continues, I might have to discontinue my usage of zoho forms as I cannot afford to have data suddenly going missing and causing confusion on whether it was synced or not.
Why do Zoho webforms still use tables like its 1995?
I find this extremely frustrating. Every time I need a new webform (or update an existing one) I have to recode the form's embed code to strip out all the <table> <td> <tr> code and manually retype these into <div>s to make the form responsive on mobile devices. 1. Why is Zoho still using tables in 2020? 2. What is being done to update this webform code to be natively responsive on all devices and when will this be available?
Marketer's Space - Report-based campaign activities
An email marketer's objective is to market their product to the ends of the earth, so their job doesn't end with just sending an email campaign to various leads and contacts. Every sent email campaign will have a report generated based on recipient activity. As an email marketer, you can use these reports to deduce valuable information about your recipients. You can then use this data to perform various activities on an email campaign and improve your email marketing strategies. Some of the activities Zoho
Associate alias to ZOHO account
Is it possible to associate an alias with a zoho account? To accept the invitation must I click on the link that arrives in my email with the associated alias?
Zoho Social Pinterest
Zoho Social support said that Pinterest will be added this year to Zoho Social I want to know exactly when? Pinterest is a must have El equipo de soporte de Zoho Social comenta que Pinterest se añadirá en Zoho Social durante este año me gustaría saber cuando exactamente? Pinterest en Zoho Social es del todo necesario
traducir informes y textos de navegación en colaboración y fechas al español
traducir informes y textos de navegación en colaboración y fechas al español para que nuestros clientes de habla hispana puedan entender mejor
How do you test a new blueprint whilst you already have an active blueprint in place
On reporting this as a ticket I've been told you can only have one active blueprint per department. If that is the case how can you test a new blueprint without de-activating your current live blueprint?
Outlook Plugin- Flexibility of choosing sent items to sync from Outlook to Zoho
Hi, We have Exchange mounted locally and are using the Outlook Plugin for this. Only a portion of our received emails would require to be recorded in the CRM and this is undertaken by using the 'Add Email' or 'Search and Add Email' function. However for logging sent emails it appears it either is set to automatic which will sync all emails sent to the CRM (which will clutter our CRM with general correspondence and is not desirable), or after sending an email, I would then have to go into Outlook
Visit Date&time mapping Visit Date
hi all, I want to mapping Visit Date&time with Visit Date in Lead Module. I mean, In lead module, I have Visit Date&Time and Visit Date (I have just added). I need Just Visit Date not needing to Time.How can I transfer to Visit Date&Time's Visit Date to Visit Date. If I need any code could you share with me.
Very Basic Deluge Work Needed
Hello, I am creating some Zoho Flows and need some very basic custom functions entered, and am looking for someone I can pay to help me learn to enter them in a Zoho Assist type session. I have never worked with Deluge and there are a few areas where I am not sure what to enter. I need to enter this custom function so I can convert Zoho Project Events to Google Calendar Events. I need to do similar so I can convert Zoho Desk Events to Google Calendar Events. I need to convert the due date on Zoho
¡Nuevo meet-up! Te esperamos en Madrid el 5 de febrero
¡Hola usuarios! Anunciamos el segundo meet-up de febrero - repetimos en Madrid, este próximo 5 de febrero. ¿Eres de Madrid y alrededores o vas a estar ese día en la ciudad? Entonces no puedes perderte nuestra quedada: una mañana conversando y aprendiendo sobre Zoho con café en mano. ¿Cuándo?: Miércoles, 5 de febrero de 2020, de 9am a 1pm. ¿Dónde?: NH RIBERA DEL MANZANARES, Paseo Virgen del Puerto, 57 - 28005 Madrid ¿Quién?: Creemos que puede ser especialmente interesante para los principiantes de
Stock Update
Hello, I have an application where i want to update the stock. Data is as follows: Design No.: Shade No.: Quantity: 56459 250 35.00 56459 250 35.00 56459 250 35.00 Now i want to dispatch 35.00 meters and it should update the record as follows: Data is not supposed to be deleted Design No.: Shade No.: Quantity: 56459 250 35.00 56459 250
null.toString() --> "null"
Hello, we have a function that copies product description field from one entity to another. When that description (field) is empty/null, the value that is being copied is (the string) "null" instead of an empty/null value. Is there a way to prevent that? M.
Migrating From Version 1 API to Version 2 "Facing Issues"
I have created Zoho API which was using Version 1 one now i need to migrate into Zoho API Version 2 but i am facing issues running the below code: <?php $apiUrl = "https://www.zohoapis.com/crm/v2/Leads/"; $fields = json_encode(array("data" => array(["City" => "Egham"]))); $headers = array( 'Content-Type: application/json', 'Content-Length: ' . strlen($fields), 'Authorization: Zoho-oauthtoken 4869c41171910edf553c07461c59a059', ); $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $apiUrl); curl_setopt($ch,
¿Qué integración de telefonía usáis en Zoho?
Hola, Me gustaría abrir un hilo para comentar la integración de Zoho con la Telefonía. Hay varios proveedores y escoger uno es un poco complejo. Me gustaría conocer vuestras experiencias y recomendaciones para poder escoger con el mayor criterio posible. Muchas gracias, Oriol Serra
Grupo España - Hispanoamerica para ayudarnos y mejorar entre todos (no se admiten ofertas comerciales por favor)
Hola! :) El título de este tópico lo dice todo. Si como yo eres usuario de Zoho y te gustaría contar con un grupo de apoyo para poder mejorar las herramientas que utilizamos a diario y que se adapten a nuestros mercados, necesidades y tendencias: únete a este "grupo" ;) En la comunidad se pueden aportar ideas, enviar problemas, enviar preguntas y debatir sobre algún tema de interés. Podemos votar temas y así entre todos conseguir que el equipo responsables de productos y desarrolladores de Zoho
KB articles for specific customers
Hi, is there a way to make an article visible for specific customers only ? this would allow to write content for selected accounts with some more confidential information.
Share link in email campaign
How do I add a share link in my email campaign?
Custom function in Zoho People
Hi, I'm trying to create a custom function that will copy all the approved record from "Leave" form into a custom form i created called "Sommaire absences". I'm using this code and it's not working. Can you help me ? ----------------------------------------------------------------------------------------------- //iterate each record in Leave form for each x in P_ApplyLeave { //add to Sommaire des absences, using the Insert record task insert into Sommaire_absences [ Employee_ID = x.Employee_ID,
Sort filtered results
Hi I'm new to using the Z Recruit system. So far, I love it. Can someone help me out? I'm trying to sort the filtered results. i.e. when I filter Candidates on location, how can I sort the location alphabaticcaly? Thanks in advance, Onno
CRM invoice error - freeze when calculating tax
Hello Guys, First of all, you rock! Thank you for the good work. I have this problem when calculating tax in my invoice. I see the loading bar, but actually the session has been frozen and no tax has been calculated. I am working for about a year with CRM now and this has not happend before. The only thing with this invoice is that it contains more then 20 products, other invoices with less than 20 products don't show this problem. This is quite concerning for me as I cannot send this invoice. Is
Setup menu improvements in Zoho Recruit
Hello everyone, This is to inform you that we have made minor changes in the Setup menu inside Zoho Recruit. The new menu groups similar features and decreases the time to access a particular feature. This is how the Setup menu used to look like: This is the new Setup menu: We have also included a search bar in the left panel to navigate to other features faster. Regards, Team Zoho Recruit
Unable to verify DKIM
Hello, I've been trying to verify my DKIM since yesterday and even after waiting a whole day the website is still unable to verify it. When i click on verify in the control panel I get this message : ''We are unable to get TXT record for DKIM right now. If you have added the TXT record just now, please wait for 30-45 mins for the changes to propagate and try again.'' Furthermore, when I try to check my key on https://dkimcore.org/c/keycheck I get the message : This is not a good DKIM key record.
Update Button, replace with on instant cell update (like airtable mode)
Hello I have a property management app i am designing, and the PROPERTIES FORM which is the biggest form (more than 50 fields), when you want to update . First you need to click Edit, Second input the data, and Third, locate the update button in the end. This is not convenient. because a) it is easy to forget to press the button, so all your changes are lost, b) you need to scroll all the way down. So the update needs to be removed or at least to be moved at the top, steady point regardless,
Programming a bot
I want to know how to program a bot to send each day and same time every day a message. Regards.
All new incoming mail being marked with NONJUNK tag
Hi there, Recently (the last week or two), all new emails I receive are being labelled with a big yellow NONJUNK tag. I have deleted the Tag from the left hand pane a number of times, but it just keeps coming back and new mail keeps being tagged this way. I have scoured the settings for a way to stop this, but for the life of me I can't work out how to do it. Obviously I can just untag them all each time (or I can just delete the tag each time which wipes them), but I'm wondering why this is happening
C# SDK Auth fails when using self client grant token
I generate a self-client grant token for ZohoCRM.modules.ALL an use it in the attached code example. It runs but crashes with a 400 error code. When I attached a proxy to view the traffic a call is being made to https://accounts.zoho.com/oauth/user/info which is returning a 400 error code. I am using the v2.1.2 Nuget package for ZCRMSDK, but when I looked at the code posted on github, I noticed a very similar issue, https://github.com/zoho/zcrm-csharp-sdk/blob/master/ZohoCRM/OAuth/Client/ZohoOAuthClient.cs#L87,
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