How to add the reimbursable bill that is exported into quickbooks to the employees pay check automatically?
I have exported the employees reimbursement from ZOHO into my quicbooks online. Then it becomes a bill under my staff members name. How do i add the bill now directly to the employees pay check that is not manual? Please help!
Remove document in progress
Hi How to remove a quote that is in status "in progress"? Thank you
What's New in Zoho Inventory - June 2018
Since the GDPR was coming into effect on 25th May 2018, our primary focus has been on tightening the privacy and security aspects of Zoho Inventory. These enhancements give you the freedom to choose who can or cannot have access to the sensitive information in your organization. Thus, we have provided you a secure platform wherein you can run your business without any fear of data breach. So, let's have a look at the featured releases in the month of May 2018. 1) Restricting Access to Personally
How do I overwrite fields during an import to a null value?
Hello, I'm trying to use Item Import / Overwrite to clear the Sales Description field. I would have expected this to be a simple task importing "Item Name" and "Sales Description" as the two fields by simply leaving "Sales Description" empty (with exception of the header). This failed and just left the Sales Description field unchanged. I then tried populating it with a single space. This too left the field unchanged. I then tried using "". This then changed all the Sales Description fields to
User already exist in your org
I'm attempting to add a new user and email, however it provides me with the 'User already exist in your org' error even though the user does not exist in the control panel, nor is it used as an alias on any of the mail id's. This issue began after I was cleaning house / removing unnecessary accounts and removed an email I decided to keep after all. When deleting it a prompt displayed saying 'there was an issue deleting the account' or something to that effect, but it is in fact gone from the control
Email alerts
Hey guys, Noticed something missing in triggers...... Shipment status doesn't have "Delivered" ?.....
Mode of stock tracking
I would like to see an additional option so that I can truly see what is available for sale .....
How to remove the "Pay Now" option from the customer portal?
Hi guys, I want the "Pay Now" option from the customer portal to be removed, since we have a different method of collecting payments.
can a request be sent from CRM to add a new client record
we run a photography studio, and have new clients fill out a form (on paper!) when they're in the studio. We were wondering if there was a way to sent out some sort of request profile before the shoot for them to fill out their own personal information, that automatically adds their profile to our Zoho CRM before they arrive? If so, woudl there be a way to include some sort of questionaire on that link/form as well?
Announcing the much-awaited "Apply with LinkedIn" feature.
Hello there, Start your New Year on a high note. We are thrilled to announce that Zoho Recruit is now a 'LinkedIn Talent Solutions Partner'. Recruiters can now incorporate the "Apply With LinkedIn" feature for all their job postings. This would be displayed as a button for candidates when they are about to apply. Clicking this button will auto-populate all the common fields in the candidate's application form with information that will be pulled from their LinkedIn profile, significantly reducing
I can't verify my MX records. It has been more than 48 hours.
My registrar is resellerclub. Please let me know if there is anything I need to do to expedite this process. Thanks.
Workflow for AutoResponder
I have multiple calendar-based AutoResponders active as of now, and I'd like to connect a Workflow to them to push any clicks into a new list (and then on to CRM). I am able to do this with regular campaigns without a problem, but I cannot see a way to do this through the AutoResponder. This is a final step to fully automate our process, which right now requires me to manually check the AutoResponders and move the clicks over to a new list via copy/paste or export/import. This is time consuming
Mobile app
Hi, i used Zoho CRM on mobile and there was a coll feature - to upload contact from your phone. I didn't find the same on Zoho Recruit mobile app. could you pls add to develppment roadmap? this is highly demanded from headhunters as all their contacts in mobile phone. thanks!
Email Subscription confirmation goes to spam
Hello, I designed a signup form for my website and on testing on 3 email addresses the "Confirm Your Subscription Email" goes to spam folder, how can i go about this as i don't want to loose subscribers.
Imported Leads not appearing
Having recently signed up for a free trial I'm trying to import our lead sheet but every time we go through the mapping process and complete it says the file has successfully been imported but nothing shows in either the Leads tab or in the Approval List We have tried importing with manual approval switched off and switched on but neither works Can you please advise accordingly
Access Repors from API?
Is it possible to access and retrieve data from the Reports menu via the CRM API?
Blueprint integration?
So Blueprint is now integrated into CRM and Projects. Does anyone have any insight into whether we will eventually be able to integrate its functionality (hooks, triggers, UI, etc.) into Creator apps? It strikes me as an obvious fit. Thanks in advance, James
Show % Discount in Zoho CRM Quotes
Hi I have created a quote template in CRM that meets all our requirements other than one thing that I cannot solve.... I need to show the % discount in the quote - this % varies from quote to quote so i don't want to use the discount feature in the products section. when creating a quote it does allow me to put a % discount in but shows it as a monetary value in the quote template - can anyone help?
Delivery Routes
Hi, I'm trying to upload my clients, but I don't know how to do certain stuff. - Can I have customized fields? For instance, at what time the customer is at his house - Can I have a task with all the deliverys I have to do in one day? - How can I plan a delivery route with all this information Any help will be great! Thanks, Gery
Delete Ticket event for Zoho Desk webhook not triggering
Hello, I'm trying to use a webhook created in the Zoho Desk Webhook API to update a database when tickets are deleted. However, deleting a ticket from within Zoho does not seem to trigger the webhook. Using the API to list all webhooks, here's the webhook in question: {"data":[ {"id":"myWebhookID", "subscriptions": {"Ticket_Add": {"departmentIds":["myDept"]}, "Ticket_Delete":null }, "url":"https://my-app.com/sync/delete-ticket",
Code Snippets correct formatting in Cliq posts
Hi All, We would like to know if anyone has worked out how to format code snippets correctly in Cliq posts: We would like to have the box (which we know how to do) automatically be collapsed. We would then like a way to expand the post, box or code snippet. We would also like each line to be numbered so that we can reference it in the chat. Any suggestions would be appreciated, Thanks
Alter escape key function that cannot be undone
Hello, I am wondering where to submitted change requests. I am unfamiliar with the ZOHO support system. I would like an option to disable or to remove the functionality of the escape key to delete all of the text in the current chat box. I found this by pressing escape multiple times when trying to remove a reply, forward, or user search start at the top of the window. I don't want the escape key to have this function. If I wanted to delete all the text, I would select it and press delete. The worst
at my first step , I can't authorize my app
hi , i'm trying to use your api v2 to insert contact at zoho crm using your api requests now at my first step to authorize my app i'm trying to call the following url as mentioned in your documentation : https://accounts.zoho.com/oauth/v2/auth?scope="ZohoCRM.modules.contacts.ALL"&client_id="xxxxxxxxxxxxxxx" &response_type="code"&access_type="offline"&redirect_uri="http://b00c1b31.ngrok.io/marketing/oauth2callback" i'm getting the following page as illustrated below : and the same when using postman
Can't Log In With Zoho Desktop app "ERROR_invalid_client"
Hello guys Ive just formated my PC with Windows 10 and I'm getting an error trying to log in at Zoho Work Drive desktop app. When I insert my log in credentials and password, it gives me a blank window this error: "ERROR_invalid_client" Then, only reseting my PC I can try to log in again, with no sucess. Can you help me guys? This error defeats all purpose of the application for me.
What is ZOho Commerce ?
Hey , I have told about Zoho Commerce and I would like to know more about it . Is there abeta test group I could join ? Thank you Regards, Victor M. da Silva
The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance.
Hi I am getting below error The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. Kindly help.
Expense report labels expenses added from recurring profile?
Is there a way to view only automatically entered expenses from a single report or view? Or at least have automatically created expenses labeled as such? This would allow us to review the automatic expenses for a day or week from a single report (sometimes the amount needs adjusting).
CUENTA BLOQUEADA
Señores, buen día Mi cuenta fue bloqueada por espacio, ya fue libertado. Por favor me ayudan a desbloquearla Mil gracias
Errors in mail account and IMAP settings
Hi, I recently removed my organization in Zoho control panel. As a result, my personal email's mail account, IMAP and forwarding settings stopped working with "Oops! We were unable to retrieve your accounts details. Try again later." Is there anything for me to do? Also, is IMAP still available for my old account on the Free Plan? Thank you.
Join us in Mumbai for our first Zoho Desk Community Meetup!
Hi everyone, We're hosting our first ever community meetup in Mumbai and we'd love for you to be part of it! Whether you're a long-time customer looking to sharpen your skills, or a new customer looking to learn more about Zoho Desk, this meetup is the
Verification failing when linking domain with hostmonster.com
We are trying to link www.support.alfaris-it.com domain name with customer porttal. we have added the CNAME and value for desk.cs.zohohost.com in our domain records .But still getting verification failed. We have checked with with domain support team they said everything configured properly from their end.
Time Tracking Mandatory?
Is there any way to make time tracking mandatory before closing a ticket?
SPF Error - DKMI Error
Hello, I have validated several times my SPF records and my DKMI records and I still get an alert saying I need to verify my records. Can you please look into my account. I'm not able to receive some emails.
Business card template in Zoho Writer
Hello, I uploaded / imported my Business card document into Zoho writer. I could not see the grid lines, boundries and the formatting was lost. Request to have the ability to be able to create business cards in Zoho writer and if the document is already created and uploaded the formatting should not be lost. Thank you, Staff TXTNLRN http://M.TXTNLRN.com http://www.TXTNLRN.com
Automated fields in ZOHO Campaign Module
Having to manually enter and update the "actual revenue" of every campaign is extremely inefficient. Is it possible to have the "actual revenue" field automated in the campaign module? Would be great if potentials who are associated with a specific campaign and become a sale (or "closed won") could be automatically added to total found in the "actual revenue" field. Does anyone have a solution or recommendation?
My outgoing is disabled
Hi, My mail admin@akfashion.co.in outgoing has been blocked. Recently we have seen many spam message in my sent folder which we did not sent. It seems someone used my accout. Now i have chnaged password with second level authentication. Can you please unlock my account With Kind Regards Nadeem
Simple searchRecords call
I'm trying to make a searchRecords call based on the "new help" documentation for C5 found here: https://www.zoho.com/creator/newhelp/script/crm-v2-search-records.html (see example #2) acc = zoho.crm.searchRecords("Accounts","(Account_Name:starts_with:A)"); info acc; I receive {4832:"Invalid parameter value"} in my log messages. To be sure, I've tried this on both C5 and the previous version of creator. This is the only code in in the application. I'm a ZohoOne subscriber. I'm having similar trouble
Impossible to add my colleague to Zoho Campaign
Hi, our company have Zoho One and I'm trying to add a colleague to my company's Zoho Campaign but I have this message "User Eloise Schmitt is already present in another Campaigns account." I need to remove her from this "another Campaigns account", I don't know what it is and I cannot do it myself. Can you remove her so I can invite her ? Thanks in advance,
Configuration
Hi I am a fairly new employee with Crystal Clean Maintenance assigned to learn and finish implementing Zoho CRM into the business. With this in mind another person started setting it up prior to me being hired. Can you assist and let me know if our website and social accounts have been linked or not? Thanks in advance Nancy
Migrate data from zoho.com to zoho.eu
Dear Zoho, At this moment all our accounts and the data are located at the zoho.com (us) accounts. We want to switch to our zoho.eu accounts and migrate all our date or clone at once. Can you suggest the best method or maby software tools for this case? My thanks in advance! Greetings, Arjen Zoutewelle
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