Integrate Zoho Books to Zoho Project
As of right now the invoice aspect and the projects are completely separate. Both functions exist is both Projects and in Books, but Projects is more elaborate, and the invoices created in Projects do not sync with Books. I would be great if I could connect a project from Projects to Zoho Books project and vice versa, so the invoicing is seen together as well as the time tracking for billable, and nonbillable hours. This would also allow the same portal to be used for projects and Estimates/Invoices
I need custom function to update the product name for multiple tickets at the same time
I need custom function to update the product name for multiple tickets at the same time
直近開催予定の Meetups
Japan コミュニティ メンバー, お世話になっております。 さて、本日はZoho Japan コミュニティの開設後初となるオフラインイベント（ミートアップ）のご案内をお送りします。 7 月は メールマーケティング/ドリップマーケティングをテーマに、東京・大阪・福岡の3都市で開催します。Zohoがこの春に発表したオールインワンのマーケティングオートメーションツール「MarketingHub」（マーケティングハブ）についても紹介します。 Zoho製品のエキスパートから、製品のさまざまな機能や応用方法を聞くことができる機会となります。皆さまのご参加をお待ちしています。 [東京開催】7月16日(火) https://www.zohomeetups.com/ZOHOJAPANMeetup 1. Zohoコミュニティの紹介 2. メールマーケティングの基本知識 3.ドリップマーケティング入門 4. マーケティングオートメーションツール「Zoho MarketingHub」の紹介 5. Q&Aとネットワーキング ［開催日時] 日時 :2019年7月16日(火) 19:00~21:00
Domain hosting
I currently have a domain registered through GoDaddy, and GoDaddy also hosts my email. I do not have a website, it is domain registration, domain hosting, and MAPI email with 10 addresses (I can easily live with 5 addresses). I am considering moving everything away from GoDaddy. Can Zoho act as my domain registrar, domain host, and mail host? Thanks
Remote Auth issue with new Portal Beta Themes
We use Remote Auth to authenticate our users with the Zoho Desk portal. There's a feature where Zoho will provide a serviceurl so the user can be redirected back to the correct page after login. This worked well under the standard Portal theme, but once we switched to the beta theme the serviceurl stopped working and the user always get redirected back to the main page. This makes the user lose their place if they go to reply on the community since they don't get sent back to the same page after
MailBox Size Exceeds Limit
Hi, I have deleted the mails and now only 19% space is being used but the incoming and Outgoing mails are still disabled. Please help -------------User : joyimpex(AT)joyimpex.com Details :MailBox Size Exceeds Limit [MailBox Size=5,150]. Mail Fetch has also been disabled for any active POP accounts. -------------
CRM重複情報の統合
CRMの見込み客で、同じ人物の登録が二つ以上あるとき、かんたんに統合する方法をお教えください。
This "pop-up" window adds no value
and just gets in the way, and slows things down by adding an extra click.
How to specify the display of a number field to include the "1000 seperator"
I have a form with a currency field. I want to display this field in a html view in the correct currency format e.g. $1,000,000 for a million dollars, rather than the default $1000000 Is this possible? How? Ideas appreciated, :)
Problems with moving email
I am having intermittent issues with Zoho. Sometimes when I attempt to move email to folders, I will get a message stating that the email was moved successfully but the email doesn’t actually move. This occurs when using either method (drag and drop OR when actively in the email, using the move icon). Closing out of zoho and reopening helps sometimes but not always. Any ideas?
Can I sync from Zoho CRM from my own Workspace?
I've created a new workspace where I'm syncing from Zoho Creator and a couple of other sources. Now I would like to use data from Zoho CRM. Could I do this? I can't find it under available data sources. Thanks in advance.
DMARC Compliance
Hi! We have a very strict policy regarding DMARC (reject=100), so we are not receiving emails from Zoho Analytics when our reports are configured to be send from our domain account. (they work when from=notifications@zohoanalytics.com). There is a chance you could set SPF and/or DKIM on your end? Attached you will find a screenshot with more details. Thanks in advance,.
Performed changes in the query is not allowed due to following reason(s)
I have a pivot table that is not updating because of an increment in our Fiscal Year. I discovered that the table is built on many different query tables. Following that to the bottom, I found the source. A table that has a formula column with a date value hard-coded. When I try to change that formula, I get an error that it cannot be changed because it would affect other tables. I know that it will do that, and I am okay with it because I know that I am just updating the year. My next thought was
My emails are not being sent
I have been trying to send emails but somehow someway I get an error telling me that an unusual activity has been detected please try again. I give it some time then I try to my emails again and I get the same error. This is really affecting our business as I am not able to send our clients an email ! Please help me sort this out !
The operation has timed out. while sending email
We are using Asp.Net to send email to our client and getting and error : The operation has timed out. Please let me know any changes or setting are required in our Account .
TO_INTEGER + TO_INTEGER generate a String not a Number
In a Query Table I put a formula like TO_INTEGER(IFNULL(MAX(xxx), 0)) + TO_INTEGER(IFNULL(MAX(yyy), 0)) AS "xxx + yyy". xxx and yyy are numeric columns with empty values. And the problem is that that formula output value like "014" or "080" instead of 14 or 80. Any idea ?
Search not working properly for new KB themes
We moved over to the new Zoho Desk Help Center Themes. We have a big problems with them though. The search box for the KB only searches the page you are on, or any sub-pages. It should be searching the entire KB instead. The old theme would always return results from the entire KB. With the new search people think that we don't have any articles because they search for things and get no results and it's not clear why. This is very counter intuitive. Here's a video showing some searching and how confusing
Zohoユーザーなのか、Zoho Japanのメンバーなのかわかる方法ありますか？
このコミュニティで、どの発言者がユーザーでどの発言者がZoho Japanのメンバーか分かる方法ってありますか？ メッセージの内容からなんとなく判断できますが、もし可能ならZoho Japanの方はそれっぽいユーザー画像にするか表示名に工夫をしてもらえるともっとスッキリしそうです。
Receipt scanner edge detection for Android
Hi, I see that the iOS Zoho Expenses app has automatic edge detection for scanned receipts. Is there any plan or path to bring this feature to the Android app? It would be very useful to make things look much more professional when submitting expenses to clients for invoicing purposes. Thanks! Mark
ntmmakeup.com Problem to register the domain
Hello, I still have problems with the account ntmmakeup.com please, you have to disassociate the domain with the phone number so that I can register again. ntmmakeup.com
Alternatives to WebMerge
Greetings, We are trying to automate all our document creation in Zoho CRM, like addresses labels and other kind of PDFs. The integrated Mail merge/fusion in Zoho CRM isn't good enough since it doesn't allow you to do mail merge in "Accounts" and you can't do either "Mail merge" or "Document fusion" in "Quotes". We found about WebMerge but we wind it really expensive for our needs. Are we not using the integrated merging tool correctly? Is there another software/tool that can do what we are trying
Batch add expenses to report an Android?
I see on the web interface that I can choose multiple expenses and add them to a report. On android, I don't see this option? Looks like I have to go into each expense/receipt individually. Ideally I'd like to create a report that includes all uploaded receipts during a specific time period.
Left pane with icons including CONTACTS disappeared
Lost the CONTACTS icon which used to appear in a pane to the left side of NEW MAIL and FOLDERS
Now view Google My Business Questions right from the Monitor tab!
Hello everyone! Today, we're excited to introduce a new feature that will be important for those of you who manage a Google My Business listing. We're talking about the ability to view and respond to Questions on your Google My Business listing. To get started, simply go to your Monitor tab, click on the orange (+) button and scroll down to find 'Questions' under Google My Business. Click on it and then hit 'Save' at the bottom right to add this column to your Monitor tab. The Questions column will
Best Practice for Vendors and Leads that have accounts associated with them.
Hello Everyone, I'm looking for a best practices. I noticed that leads and my vendors were associated to Accounts. Is it best practice to keep them associated or to split them up. Vendors are not really clients. They are people we buy from and dont sell to. And Leads havent bought anything to be considered a client. Just want to know how most people are structuring leads and vendors? Thanks
How To add image to item with API
I am trying to add image to the item. i have enabled the image from preference. i am getting the following response when i try to add image with API {"code":33003,"message":"Looks like the image is not attached. Please try again"} my code: $apiUrl = config('services.zohobooks.api_url');
Approval flow
Hi, Assuming a delegate submit expense report on behalf of the manager. Can I create approval process that it will first go to the respective manager to review and confirm the acquittal before submitting to the approver? I notice when I create such flow the manager will automatically approved his/her own report. Thank you. Kind Regards Linda
Domain registered under Zoho not verified.
I registered a new domain under Zoho. I read from your Help instructions that a domain registered under Zoho does not have to undergo the regular verification process. However, when I check my Control Panel, my domain is still for verification. I cannot perform the manual verification process since I do not have an account for other DNS managers, since I registered my domain through your platform. I also did not receive a domain verification email. Please educate me on what the problem is and how
Auto Close Ticket
Is there a way to automatically close tickets received from a certain email address? I am signed up to an agency which sends me leads via email (this cannot be changed) but i dont actually read them in Zoho Desk i just close them and manage all my leads on there website portal. If there isnt then that is fine, but no harm in asking. The emails i receive are always from the same email address. I Have tried to look if a macro can be created but have zero clue how to do this! Many thanks in advance
Error Code: 500 Internal Server Error on requesting organization.
Hi, I implemented Zoho Mail API to authenticate and use zoho mail services. The problem is when I call the "organization Detail" resource to get the Organization Id I got internal server error. (checked from server and postman client) Response: "{ "status": { "code": 500, "description": "Internal Error" }, "data": {} }"
Deal to Project Invoice
When I create a deal I sometimes create an invoice. Once the deal is closed I create a project, however the invoice does not show up in the Finance--> Invoice section of the associated Project. Is there a way to more fully integrate the Deal and Project so the Invoice shows up? Of course I would want this to show up in Books too.
Spotlight #6: Activity Reports
Hello everyone! We're back again to highlight another feature in our Zoho WorkDrive spotlight series. While not necessarily the most awesome part of a project journey, the importance of tracking using an activity report is undeniable. Activity reports
QR code for app installation
When trying to setup two factor auth via app you provide QR code to app, but that code not working.
How to download audio-notes? (as mp3)
Is there a way to convert audio notes into mp3's?
Subform populated from Zoho books and then updated?
Is it possible to add a subform or some sort of report that would join invoice data from Zoho Books (via API or otherwise) into a Zoho Creator form. Roughly: The fields would be: Account: Invoice date: Subform (or some alternative) of uninvoiced time associated with the account in the main form that included timesheet info and added an additional numerical value field (actual time you want to invoice). When the user clicks on submit the timesheet data would then update as invoiced/billed or
How do I delete documents from Zoho Writer !
Plain and simple, How do I delete documents or items from Zoho writer ?
Find if a parameter exists across any contacts for a given account
Hi - I am trying to write a query that will find any account that purchases a certain Brand from our company but does not have any contacts identified as Buying for that Brand. Brands are listed in a custom multi-select "Brands" field in the Accounts Module. These brands have been split out in a query table "***NEW*** Account Brands Table" so that each Account-Brand combination has its own row. The same brand options are also available for selection in the Contacts Module under the custom multi-select
Color Picker for tags
It would be helpful to have a full color picker for tags and the ability to add a hex code for a custom color.
ERROR_CODE :550
Hi I am having the problem with send mail from and to both way on the below 2 domains, I have another domain on zoho mail and when send to that domain everything works fine. ---------------------------------------------------------------------------------------------------------------------------------------- xxxxx@acabservices.com INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :Verification failed for <xxxxx@aegrodesign.com> No Such User Here Sender verify failed Reporting-MTA: dns; mx.zoho.com Arrival-Date:
smtp.zoho.com
Good Day, I have an account with Zoho for email and I am trying to setup my printer to send emails using my account but its not working. When I try to tracert smtp.zoho.com it get request timed out, I have tried from three different internet connections and all the same. I am based in the UK is this SMTP blocked or has the address changed? Thanks
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