Can I prohibit "Update" and "Delete" for a certain record depending on a status field?
I have a request from a German customer regarding GOBD compliancy regarding invoices in Zoho CRM. He wants me to secure, that an invoice cannot be updated or deleted, as soon as the invoice has a certain status e.g. "Approved" or "Final". This is a requirement for invoice documents to make sure, that a invoice, which is once delivered to customer cannot be changed later on. The only way would be to create a storno - Credit Note - for the old invoice and the create a new invoice.
Change app's default language
Hello, I built my app in Spanish but as I have signed new customers from other countries I need to do English and Portuguese localizations. So I went to settings -> localization and apparently my app is configured with English as the default language (even if it's actually in spanish). I figured I would translate everything in the original app to English and then create Spanish and Portuguese localization but it seems counterintuitive. Is it possible to change the default language instead so it is
Can we Convert seconds into days,hours,minutes and seconds
Hi, I have a column called processing time which will be in seconds. I want to show average processing time in the format "days,hours,minutes and seconds" Is it possible to do like that??
Help with a custom function for a UK postcode
Can anyone help with amending the below code so that it returns the value in UPPER case? Thank you! postcodenum = postcode.getAlphaNumeric().removeAllAlpha(); getlastnum = postcodenum.subText(postcodenum.length() - 1,postcodenum.length()); newvalue = " " + getlastnum; lastindex = postcode.lastIndexOf(getlastnum); newstr = postcode.subText(0,lastindex) + " " + postcode.subText(lastindex,postcode.length()); mp = Map(); mp.put("Post_Code",newstr); update = zoho.crm.updateRecord("Affordability",leadid.toLong(),mp);
Mas de dos usuarios
Como hago para ver en una misma pantalla mas de dos usuarios.
Sync Services Not Working
Hi Can someone from Zoho please help me with my account, the snc services are not working with my CRM account. And the second problem is that Campaigns tells me to upgrade my account for campaigns because I have reached my limit? I had 13 000 contacts and my account limit is 20 000, can we get this sorted out please. Regards, Shaun
While creating tickets on behalf of customer by forwarding their email to Zoho support email
We have an issue while creating tickets on behalf of customer by forwarding their email to Zoho support email, for instance, if the customer has copied multiple contact person in their email, when we forward that to zoho desk support email to create a ticket, it can't recognise the contact copied in the original_sender's (Customer Contact) email. However, while forwarding, Zoho desk can recognise the original sender. Given this background, is there any solution to capture contacts in CC to the ticket?
Non-removable standard field - Due Date
Hi there, On the Help Center ticket form, I see the Due Date field exists and is actually non-removable. I would actually like to present this field on the Help Center for end users to enter a date if they choose to do so. Unfortunately, the field is not visible. I see that I can mark the field as "required", but I definitely don't want to do that. I see it more useful for HR let IT know when a new employee will be starting work, but less useful for others who are just reporting a computer issue.
Problem receiving incoming mail
Hi there, our business Zoho mail account has been set up and working (for the most part) properly for the past four months. Today, all of a sudden, we are not consistently receiving incoming email. As one example: I sent a test email from my personal Gmail account to my Zoho mail account two hours ago. It has not yet been received This is a huge problem, as our clients rely on email to contact us. Please advise on how this is being corrected on your end, or if we can take any steps to correct it
Small display issue on Firefox
Hi, I've noticed a small display issue with the pop up format bar in Firefox... see attached screen shot. The comment and link buttons are under italics. Best Regards Jon
My email was blocked due to security reason
Hi team, My email was blocked due to security reason, I have sent email to support, but no reply. Please help to unblock my account asap
Signatures
I am currently logged in as the "super administration" on our account, and I am trying to change the signature for one of my aliases. It is locked, and it says that I cannot change it because the administrator created it. I cannot add that alias to another signature either, it won't allow me to do so. What can I do to edit that signature?
Campaign time
Hi, Im trying to edit the time for campaign to be sent out but I find that the change will take up to 24 hour to take effect. Is there a way I can just click and send the campaign innthe moment (no scheduling). Thank you.
script version
can somebody please explain me how the script version works or how can it be used? see picture below. thanks.
Are Sales SDR/BDR email campaigns possible?
I am trying to see if I can use Zoho Campaigns to craft a very simple workflow/campaign that would be useful for my Sales Development Reps (SDRs). Something like send a few emails over a few days, then create a task for a call, then another email, etc. First challenge - I can't seem to create very simple emails that would just be simple text, something like a person would send to another person. I can't find a way that gets rid of the email header and footer, for example. Second challenge - say
Setting taxes for create invoice in Zoho Books with Zoho Flow
Hi, A member from Zoho support team told me that I could not set taxes for a Zoho Books invoice created by Zoho Flow. He mentioned something about API v2.0, or something about Books' "Line items" not being supported by Zoho Flow as of yet. I just wanted to confirm. Is there a way to have taxes for an invoice created in Zoho Flow? For information, our invoices are created in Canada. Thank you, Vincent
Error 8518 over API call.
Hi I have a working setup for updating data over the API, but for a specific account I got a 8518 error. After a mistake from my side https://help.zoho.com/portal/community/topic/7005-error-on-importdataasstring-request my setup works for the account with email address: fl**is@a**m.nl But i'm not able to get it to work for the account with email info@c**.nl where I receive the 8518 error code. My configuration: email: info@c**.nl token: 56a3************************b09a token generated with url: https://accounts.zoho.eu/apiauthtoken/create?SCOPE=ZohoReports%2Freportsapi
Inactive Account
Hi there my Zoho email account associated with playstation account says its inactive can u reactivate it for me the email is Johncenalives43@zoho.com
This email address has been already used in some other organization. So you cannot add/invite this user.
Hi, Someone in my firm is trying to add me as user to Campaigns, but I already created my Campaigns account with my email roman@modelcapitalmgmt.com. So when he tries to add me as user, he's getting a message: This email address has been already used in some other organization. So you cannot add/invite this user. Can you please delete my Campaigns account for roman@modelcapitalmgmt.com, so he can add me? Thank you, Roman Chuyan
Need help creating merged document
Some background. We use the Cases module for all of our service calls. When a technician is on site, they complete the work - enter in the parts they used in a subform and change the case status to "in review". This needs to automatically generate an email to the customer showing the work performed. This is not an invoice, but rather an initial list of the work done. Here are the issues I'm running into: 1.) I cannot include the subform into an "email" template. 2.) I could merge the subform into
Announcing Zoho Campaigns' integration with Zapier
We're elated to announce that Zoho Campaigns integrates with Zapier to help you customize and automate various email marketing process. Zapier is a platform that allows you to connect important business apps and create automated workflows. With the Zoho Campaigns - Zapier integration, you can run your email marketing in tandem with other platforms, create a path for data flow, and save time. A bit more about Zapier: In Zapier, everything is centred around smart workflows called Zaps. To create
Changing email for Super Admin on Free Account
I want to change the email for my Super Admin user in Zoho Invoice. I have the free account, so I only get one user, and it won't allow me to change my email. It seems like you need to switch the Super Admin to someone else and then change, which obviously can't happen with one user. Do I need to upgrade in order to change?
campaign approval times??
I have been waiting for over an hour now for approval to mail the same email (cloned) I sent on Friday. I thought there was an error, so I made an minor adjustment and resent for verification.
Invoice expense summary
Is there a way to include an expense subtotal for multiple expenses in an invoice?
Can't edit campain
When I try to edit a campain, it doesn't load, just keep saying 'Loading'
Contract Management
I own an outdoor advertising business and have been using Zoho Invoice for about 6 months. I must say that I love the functionality, ease of use and benefits it gives me. One major option that I could use is a module to management contracts. Some things I would like to have are: keep up with start and end dates, remind me when a contract is about to expire, be able to attach my docs to it, be able to add notes for potential new clients, etc. Does Zoho offer anything like this now? Can I add a contract
Zoho Mail Account Inactive
Please I need to activate my account asap. Thanks
Eliminar usuarios inactivos de ZOHO ONE
Deseo eliminar los usuarios inactivos de Zoho ONE, solo tengo un usuario activo y me gustaria eliminar todos los demás y las cuentas de correo asociadas a esos usuarios. Gracias.
When creating events using Icelander or Zoho mobile, email notifications are not getting sent to the invitees
I am trying to add an even and trying to add people to it. The event is successfully created but the invitees are not getting any email notification regarding it. They are receiving emails only when creating the event as meeting and over the web calendar.
MX records not working and neither is SPF
I purchased a domain and hosting (cpanel) to use with Zoho: delcanto.pro. I'v previously used Zoho mail for other clients and I've successfully set up their accounts, so I decided to try it out for my individual business account. However, I cannot get the MX records to work. I've done exactly as per the instructions, I have only 3 MX records, all set up correctly, but I cannot receive email. Only send. Regarding the SPF, I've already set up the SPF for cpanel with some instructions I've found online,
Triggered Invoice generated but I need it to list each product and the price, right now it only shows the name of the deal.
Hi, I am really hoping someone can help me figure out where I am going wrong. I have zoho crm and books integrated. I have multiple products which are visible in both crm and books. I have the triggered process set so that when my deal moves to closed won it generates the invoice. The problem is that the item/product data is not showing up correctly on the invoice. The following invoice is an example of a deal which had two products attached, test two is the name of the deal: How do I change this
How to process PayPal Euro
Hi, I've got 3 banking accounts in my Banking Overview, plus clearing etc. What I want to know is how to process records that get fetched by the feeds. Zoho Books has set up 2 PayPal accounts, PayPal Bank and PayPal Euro. My PayPal account operates in GBP. and my current bank account is in GBP. I ordered an item from a Vendor and paid in Euros ( 6 Euros ) through my PayPal account. When Zoho fetched the feeds it displays them as follows: In the PayPal Bank account DATE DETAILS DEPOSITS WITHDRAWALS
Local Tab Key Stops Working in ActiveX Mode
I noticed the other day that my Tab key seemed to stop working on my local machine. At the time I was connected to a remote laptop on the other side of the room, but didn't think anything about it. A little while later it started working again, so I thought it might just be as a fluke. Today, I rebooted the local PC - tab was working. I did an unattended connection to the laptop and noticed the tab stopped working, but it was working on the remote machine (checked that thinking it might be the
Screen Blanking Typo
There is a typo displayed to the customer on screen blanking. Where it says "Ctlr+Alt+Del" should be "Ctrl+Alt+Del"
email templates - gray area in email body
when sending an email with a template. Their is grey area or unused area to the left and on the top of the email template in the email body. Is this able to be removed?
email/crm sync
Hi We are using the free additions for Zoho Mail and Zoho CRM. We want to link the 2 systems together, so emails sent from the CRM show in email and vice versa. Can you let me know where the resources are to walk me through how to do this. Thanks David
Office 365 and Zoho CRM integration issues
Hi all, I'm having an issue regarding consistent syncing between Zoho CRM and Office 365. Currently I can send and receive emails from the CRM in the leads section and they sync back to Zoho CRM, generally I don't know why there's sometimes inconsistencies. I've done the IMAP integration through the channels section of the CRM section for my outlook email. The issue I'm running into is that if I send an email from my Outlook account it doesn't sync back to Zoho CRM at all. I'm wondering what
Is there a limit to how many confirmation emails can be sent per day?
If I have a very active form (or multiple forms with high daily submissions), is there a limit as to how many email confirmation can be sent per day? Please advise a.s.a.p. Thank you, Jim Canto, www.tonic.ventures Home of Virtual Coworking
Getting this Error while Creating Invoice "Invalid Element gst_treatment_code"
Hello Zoho, I am easily using Zoho Invoice without any errors till today. Today when I am creating any INVOICE getting this error - Invalid Element gst_treatment_code Getting this error when I use Save and Send function. I am NOT GST registered, so why I am getting this error. My portal name - serpwizard
I Can't Enable Mailhosting
Hello, I can't enable Mailhosting. My domain is afghan-jayaabadi.com No error message appears. No process at all. Bu i see some errors in console. Console LogPlease help. Thanks
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