Entering / editing customer address at invoice, sales order & estimates, would like to change the order in which they are ENTERED
Entering / editing customer address at invoice, sales order & estimates, would like to change the order in which they are ENTERED I have figured out how to display correctly by moving the place holders in settings. My big problem is the order in which the data needs to be entered, and it is not consistent across all zoho platforms. Please make it consistent. It's fine if I go to Contacts - Edit, the order in which the address is entered is: Attention: Country: Address (street1) Address (street2)
Add conditional rules in inventory templates
Hello, in germany we have different salutation depending on gender. For women (Frau) it is "Sehr geehrte" for male (Herr) it is "Sehr geehrteR". Is there a way to have "if then else" conditions like in word? Or is there in general a different way to implement inventory templates than this bad Tool or HTML Code that is implemented? Like an extension? Thanks
Free Webinar: How to configure helpdesk and cloud backup integration in Zoho Vault
Zoho Vault has released two new features to enhance your organization's productivity while also safeguarding your security with the Helpdesk and Cloud backup integrations. If you're using helpdesks to manage your IT service requirements, you can now integrate Vault with popular helpdesk solutions like Service Now, JIRA, Zendesk, Zoho Desk, and ServiceDesk Plus OnDemand. This allows users to request access for critical passwords that have been enabled with access control simply by referencing a valid
Update Field when task is completed
Hey, i have an automatic created task in my blueprint. I want a field updated automaticly when this task is marked as completed. The problem is that i don't see an option for this in the blueprint task options. I also checked at "Workflow rules" but i don't came up with a solution there aswell. Can you tell me how to achieve what i am trying to do? Cheers David
Difficulty connecting Zoho w/ Bluehost
Hi Guys, I recently moved host from GoDaddy to Bluehost and this seemed to affect my Zoho mail in the process. I'm no longer receiving emails to my Zoho account despite following the notification instructions (MX, Domain Key, and SPF). Any idea what the issue is? Thanks in advance, Aidan
Sending emails - strange account icon picture
Hello Zoho community, I am facing an issue when I send emails to some gmail users. I have been alarmed that a strange picture is appearing on my account's profile picture after they receive my email. After i got notified about this problem I tested this myself and sent emails to friends personal gmail accounts and they confirmed the strange picture. None of the recipients I have sent an test email to has ever had contact with my account at Zoho and they still received the email with a strange picture
Preview not available for txt document
I attached a plain text document to a Task in Zoho Project, then when I clicked on it later to view it I got a message saying "Preview is not available", with a note lower in the message listing the file formats for which preview is available, txt being one of them. Attached is a cropped screen shot. Where might the problem lie? Thanks for any help at all!
A Trip down the Memory Lane of Zoho Invoice's 2018
2018 has been a productive year for Zoho Invoice. We rolled out new product updates, enhancements, various integrations and we hope that these made your invoicing experience better. As we inch towards the final moments of this year, here are the highlights of some of the major product updates. Transaction Approval: Getting your transactions approved and then sending them to your customers is one way of error free invoicing. Using the Transaction Approval feature, transactions can be submitted for
Snapshot of data
I use Zoho Analytics and Zoho Desk. I have my data fro Zoho Desk refresh into Analytics daily. I wanted to be able to produce some reports that will show me the backlog of tickets per month historically. So i can see on the last day of the month, per month what the backlog was at. e.g. Jan 100 Feb 200 March 300 Apr 300 May 200 June 250 Any one know how you can do this?
Leads not assigning to signed in company when created through API
Hi, I have created an app on your system and am using the PHP sdk for CRM. We are capturing leads from multiple clients who sign in through the OAuth process to the app. Unfortunately all the leads captured through the app are going to the account that created the app rather than the user who is signed in. Scenario: Company A registered the app, Company B creates a lead through the app but the lead gets stored in the list of Company A. Expectation: The lead should be stored in Company B. I cant find
"paid through" field
Hi, I have a trial account. I'm entering expenses in Money Out and need to be able to add something other than "petty cash" or "undeposited funds" to the the paid through field (for example, check or credit card). How do I do this? Thanks!
Dynamic dropdown list based on lookup function
Hi, When booking a deal I input Account which orders my product, however the accounts have daughter companies under which the deal is booked under. I have created a seperate module called Registered entities with the names of the daughter companies as well as a lookup for the parent account. In my deals, when I choose a lookup of the account under the deals is booked i want to make a dropdown of all the registered entities associated with this particluar account, is there a way to do this? kind regards
Edit Permission for Shared User
I would like to give Edit functions of a report to a co-worker so both of us can work on building/updating the report for our organization but I do not see how that is possible. Can you help I cannot give ADMIN access of our entire Workspace to this co-worker just certain Databases within the Workspace and Reports created from those Databases.
Can't create professional mail account
Hello, I'm trying to create a prof. mail account for the domain destrierimmo.com but i have an error message (translated from french : cannot process the request, try again later or contact ...). Can you help me ? Thx.
Nuevas mejoras en Zoho CRM Plus
Hola a todos, Tenemos el placer de anunciar el esperado lanzamiento de Zoho CRM Plus, preparado para ofrecer una experiencia unificada al cliente. Hemos agregado algunas mejoras a los módulos Desk, Social, Analytics y Salesiq que le ayudarán a dirigir sus procesos de negocio con más eficiencia. Además, nuestra plataforma unificada está diseñada para proporcionar al cliente una experiencia mejor y fluida gracias a la interfaz de usuario unificada, el panel de administración, las opciones de configuración,
Mail
how do i recover all the deleted mail from the account
Linking Fields for dropdown
Dear Friends, I'm no zoho creator expert but i managed to create my first app. if i select organizations i want only the devices added to the selected organizations to show in the add new device. i need help with filtering a drop-down list according to a specific field.
Lost email
Hi. I have lost an important email that is sent to myself. It's not in deleted items or in Sent items. Can you help me to restore it?
Is there a way to track commissions in Zoho?
We have an employee who sells items at a flat rate commission depending on the item. Some items are 10%, some are 15%. What's the best way to track this? We currently do it manually, but was hoping there was some sort of tool to help us.
bloqueo de cuenta
hace dos dias no podemos recibir ni enviar correos, me envie uno de mi cuenta personal, lo cual dice que no cuento con dominio de correo, lo cual revise mi nic y mi dominio esta vigente.... como puedo solucionar este problema, vivo de este medio sin correo es gravisimo para nosotros.. requiero ayuda urgente, agradecere una pronta respuesta
Link task and bug
Dear all, It is possible to link a task to bug but the list of associated tasks is not a clickable list of links. It would be very nice if one could easily jump from bugs to tasks and vice versa. Best Regards Johan
Can´t setup mail client
Help. I´ve create and setup Zoho service, but can't setup email client (Outlook, Thunderbird, etc.) Entered imap server "imappro.zoho.com", but always have error "incorrect login or password" Passwords is correct - i can enter on webmail and mobile client on my both email accounts. What i do wrong?
Two Factor Authentication For End Users
Hi There, After talking with one of my customers today, It was informed to me that it would be a great feature to be able to have two factor autentication for end users with Desk. Customer brought up this concern because of the identify theft cases in our area recently and I told my customer I would pass it along for suggestion. I think it would be valuable to have this so my customers whom are afraid of someone hacking them, This would put those worries to rest
Assign Owner and groupby
Hi, I want to create and associate Projects from Zoho CRM Deals module. I have tried the below code and it is working fine. params.put("authtoken",access_token); params.put("projName",projectname); params.put("public","yes"); params.put("projDesc","test Description"); params.put("entityId",Id); params.put("templateName","test template"); params.put("owner", 64699635); params.put("group_id", 11111111111111111111); info params; response = invokeurl [ url :"https://crm.zoho.com/crm/private/json/Deals/createAssociateProjectToEntity?"
use mircosoft word
zoho writer is inferior in every way to microsoft word. i question why anybody with half a brain cell would choose this over word. -cooldude48
Unable to Received Email
Hey there! I had setup as instructed, but I'm not able to receive email. I did some test, I'm able to sent email and received reply from the new sender. But unable to received email. Kindly advise if I miss some step because it seems like I have misconfigured something. Error message I received: Your message couldn't be delivered to hello@jlntheatrecoffee.com because the remote server is misconfigured. See the technical details below for more information. he response from the remote server was:
Documents that are shared with another user have disappeared
Hi there, I have a bunch of documents that I have shared with my business partner (who also has an account). He is able to view all the document files, however I am only able to see a few of them. Please note that the documents I am looking for are NOT in the trash. Would someone be able to look into this for us? Thanks, Tony
User marked as SPAMMER. Mail Fetch has also been disabled for any active POP accounts.
Buenas tardes. tengo una cuenta de la empresa sreinoso@cemply,com que la catalogaron como spammer, y le han bloqueado la cuenta para recibir y enviar.
Your Incoming has been blocked and the emails will not be fetched in your Zoho account
Hello Admins, I have a problem. My incoming mails are getting blocked. Below is the error: "Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts" Can you please unblocked sprasad@propellers.in suresh@propellers.in Info@propellers.in Thanks,
AUTOMATIC REMINDERS - CONTACT EMAIL
Hello, The automatic reminders are sent directly the the mail email adress of the company. It will be great if you modify the recipient by the one which receive the invoice. Let me explain : info the reminder is sent to info @ coca.com --> the invoice will never reach the accounting department. if the reminder to pay is sent to the accounting department which receive the invoice we have more chances to be paid. Thank you Maya
Mailto - backspace
I am having difficulty using the backspace in a URL for Zoho to understand. an example below: https://mail.zoho.com/zm/comp.do?ct=mailto%3Ainfobot%40example.com%3Fbody%3Dsend%0D%0Acurrent-issue%0D%0Asend%0D%0Aindex current result: send current-issue send index required result: send current-issue send index
What's New in Zoho Expense - February 2019
Hello Everyone, We are back with some wonderful features and enhancements. Without any further delay take a look at everything we’ve enhanced in Zoho Expense in the past month. PAGE LAYOUTS Page layouts allow you to customize the expense creation page for your users based on the expense categories. You can choose whether you would like to show certain fields in the expense creation page by enabling or disabling them, adding default values or hints to specific fields based on categories This feature
CHANGED HOSTING PROVIDERS , THEN MAIL DONT WORK ANYMORE
Hi did change providers yesterday , and put mx records to zoho , the mail started not working , then i moved back to my previous provider and put the same mx records the mail still dont work , can you help , please its agent , i can send emails but i can receive. sales@afrotel.co.za tshepo@afrotel.co.za
Windows live mail keeps asking for password
Hi, Windows live mail is asking for a password upon login and not happy with what I enter. I have changed the password to be sure but this has not fixed the problem.
Instagram Direct Publishing Removed
I have had Zoho Social connected to Instagram with direct publishing for a while now, but this recently changed. I cannot seem to reconnect IG and keep receiving the error " Looks like you authorized an incorrect Facebook account. Please sign in to the Facebook account that’s connected to @..." As the administrator and creator of that page, I can confirm it is the right account and I am the page owner. Is this a glitch? It was working fine.
Emails suddenly disappeared
I just moved to Zoho at the end of last week. It was working fine until today, where my emails from last Thursday to today just randomly disappeared. They were there and then suddenly they were gone. They’re not in archived or in trash. What’s going on? How do I get them back? This is bad...
Motivo:554 5.1.8 Email Outgoing Blocked
Help!!! No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked.
Sales Signals
Integrating your sales signals feature that you have in Zoho CRM would be invaluable to integrate into Zoho Recruit. Having our reps know when a prospective customer opened their e-mail is imperative and should be integrated into Zoho Recruit
PageSense Seesion recordings
How come I can't see any of my recorded sessions. I've confirmed that the snippet is probably defined in Wordpress, I am getting stats, etc. I see list of recorded sessions, click on them, and goes to recording but says OOPS didn't work try again. Refreshed, clicked all other recordings - nothing.
Field Update on a parent Module is not triggering the workflows
Situation: Module Contacts Workflow Contacts_A that is triggered on Field update Module Introductions with a Lookup on Contacts Workflow Introductions_B that is triggered on Field update Workflow Introductions_B is set up for module Introductions that runs an Action that does Field Update, but that Field Update is for Contacts module. Actual: Field is updated on Contacts module , but workflow Contacts_A is not executing. Expected: Field is updated on Contacts module AND workflow Contacts_A is executed.
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