Add Expenses in Invoices
Hi, whenever I add expenses to an invoice they will be displayed as individual line items. We are working with a team on a project. Adding expenses as single line items is resulting in a very long list which will not be accepted by our customers. Is there a possibility to add a summary of expenses as a single line item and add details as attachment ? This functionality seems to be existing for projects but nor for expenses at all. It would be also good to have the possibility to split expenses
Zoho Rports with Zoho Desk report help
Hello, I am using Zoho Desk and the data has been pulled into Zoho Reports. I'm trying to create a specific report that shows the number of tickets by Agent that have been closed per day against total number of unresolved tickets. Though I can get to show the resolved total on a daily basis the total unresolved shows 0. I'm guessing that the user filter has been set to completed time as "yesterday". I'm sure there is a way to show tickets that have been closed against number of outstanding.
Any way around the lack of new ticket notification?
Has anyone has found a workaround to address the lack of notifications for a new ticket in the free version? I'm not ready to upgrade yet, but the free version doesn't include automation, which is the only way to get notifications when new tickets come in. This one missing feature makes the free version pretty much useless since I can't be logging in every hour to see if a new support request is waiting for me. I can't imagine anyone else would either. I'm thinking maybe there's another way around
How do I reorder tasklists in a Project template?
Hi, How do I reorder tasklists in a Project template? When I look at the template in Gantt view, my tasklists in each Milestone are in the wrong order. What I put in last is first and what is first is what I put in last. Is there a way to change this without starting over and putting in my tasklists backwards so that they appear in the correct order?
Error at upload file in workspace
I have been unable to upload to a specific workspace since I get the message from those who exceeded the file limit. I already sent email to support@zohodocs.com but I have not had any feedback yet
Issue with the candidate searching
Hi, Is there any new release regarding the candidate searching? It does not work. Showing the number of the found result and a sad dog. When can we continue the work? Will it be corrected soon? Thanks, Nora
Error 400535
How do I fix this? 400535 Authentication credentials invalid\n ;
Mail merge and Zoho Docs
Is mail merge with Zoho Docs integrated with Zoho CRM? I would like to create a doc template to extract data for real estate listings instead of manually copying off of Zoho CRM.
Unable to assign new agents to call routing
I am unable to assign new agents to call routing that I have setup. Agent that I want to add has same permissions as every other agent.
informacion
como hago para que se recupere mi información, ya que recién actualice la app y se perdió una parte de mis registros. ayuda por favor!!! Edgar F.
Turn single line field into URL field
I recently had another company complete a data migration for us and the only way they could work around a weird data validation error and keep our LinkedIn URLs was to import them as a single line field. We now have all the data on Zoho, however, none of them are clickable and there is no data validation on them. Is there anyway to turn an existing single line field into a website URL field?
Spotlight Series 2: Understanding Analytics in Zoho ShowTime
A trainer's learning curve depends heavily on the feedback they get from a completed training session. This feedback helps a trainer reflect on attendee engagement, the quality of brainstorming sessions, and the overall reputation of their training organization. Welcome to the next post under the Spotlight series "Understanding Analytics in ShowTime." Once you complete a training session, it's important to focus on its performance analytics. ShowTime's analytics feature offers extensive information
Forma de eliminar correos automáticamente para que no se llene el servidor.
Podrían ayudarme a encontrar una manera de programar la eliminación de correos automáticamente por fecha para que no se llene el servidor. Gracias, estaré atento a cualquier ayuda
Why am I suddenly NOT getting spam any more?!
I have my organisation spam filtering all set to "quarantine", apart from my blacklist, and until now I always see at least a few dozen spam emails a day (mostly SPF) in quarantine, which I review every day or two to let through any false positives before deleting the rest. However, a few days ago this suddenly changed, and now I'm getting virtually nothing at all in the quarantine, apart from the odd DNSBL. I know, I shouldn't complain about NOT getting spam! But I'm worried that something drastic
Domain Settings and Emailing Invoices - Help!
Hello, Our email is hosted through G Suite (in case it's relevant). We are also using Zoho Books and have verified our domain with Zoho so that myaccount.mycompany.com goes to zoho books. I am getting reports that when we email estimates and invoices
API: Receiving invalid JSONString when creating a new Contact using PHP
Hello, I'm integrating Zoho into our inhouse application, but I'm experiencing some issues with posting to the API. All of them being related to JSONString is invalid. And I don't seem to find a solution. Is there an online JSONString validator? My JSONString for creating a new contact: "JSONString" => "{"customer_name":"9a52ef41-df2b-42e9-ad8f-383f03208878","billing_address":{"address":"Foo 21","street2":"","city":"Palma","state":"Palma","zip":"77010","country":"Spain","phone":"099 999 999 999"},"contact_persons":{"email":"john@example.com","phone":"099
Vendor Payment
Hi, When making vendor payment through Zoho Books partnered bank should allow for multiple bills payment in single time. Currently i can make everybills in seperate payment. Regards Senthilnathan.
"Downgrading users" message.
Hello. Here's the context: Tried Zoho One for a whole month. Liked it so much I just signed up for a subscription plan. I own 3 domain names which I have already mapped to Zoho apps, mail, etc. During the trial I created 2 more users under some of these domain names, although they are all just me (still a 1-person operation) Upon going from trial to subscription, I got notification that the 2 users I created will be downgraded. I understand given the Zoho One per-user policy. However I was a bit
On hold
I do not understand this message: Your campaign "I Congreso Americano de Fisioterapia en Salud Mental" is on hold because at least one of the links/domain in your email has been blacklisted. If you would like to use the link, it must be delisted. Could you please clarify it and tell me how to find a solution? Thank you
disable SPAM Filter
Hello there, We seem to be having a similar issue related in the following topic https://help.zoho.com/portal/en/community/topic/spam-tickets-29-8-2016 We have noticed that a number of emails from different customers are coming through and this is creating Spam tickets rather than standard tickets in Zoho Support. We already have a spam filter at our mail server level, could you switched off the spam filter Regards, Das
I am not able to see manual Journal entries passed by other user.
Our organisation has 11 Login Credential for example 1 -10. If 1st employees has created manual journal entry, I am not able to see that entry being 3rd user. Though I am Admin. Kindly Help.
o fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked. david@martidoll.com
Hello Good morning I use zoho email normally and this time I was trying to send and email and it apears this message , can I get Unbloqued? No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked. Thank you so much !
Bullets under email
Dear Support, Greetings! Referring to the title above, whenever I use the bullets feature under the email. It will automatically change my front style and size. Kindly advice accordingly. Thank you. Best Regards, Tsang.
Access to CRM fails - "Secure Connection Failed"
Just received this message on refreshing page in CRM module about 30 mins ago and then 10 mins later saw same in FORMS module. Other modules as checked appear to be OK. Any reasons why this is happening as all CRM is now down
Pop Mail Not Working
I've tried everything I can to get my pop email on my iPhone to work and no luck. Sometimes it tells me the username and password are incorrect, which I have verified and know for a fact that's not true. I'm using my whole email address as the username. i've even tried using the ID number as my user ID with no luck. I've double and triple checked the server port numbers are correct and I'm using SSL. Other times it tells me the pop.zoho.com server is not responding. I"ve also enabled POP access on
Cannot receive email.
Hi there, I have been having issue over the past one month now. I cannot receive e-mail in my inbox , if i try to send from a different email , it will tell me that my domain is not existing
Cant check emails on OUTLOOK 2010
I have my accounts correctly working for years, and suddenly the stopped working on Outlook 2010. It´s popping all time the username and password for both imappro and smtp servers. I did ping to imappro.zoho.com and smtp.zoho.com and both get packets lost, have you changed the main servers?? Thanks Diego
Dashboard Metrics Don't Match What Is In Ticket List
The overview tab of the reports section list the current number of Open, Overdue and unassigned tickets. However, the number of open tickets reported doesn't match the total count in the "open tickets" list. Also the number of "overdue" tickets listed in the dashboard doesn't match the number of total tickets in the "overdue list". I understand that the dashboard is displaying over a certain historical timeframe, but even filtering the report to just today the metrics still don't match. How is
I am not getting email from instagram?
I am trying to reset my password on Instagram but I did not receive any emails from Instagram. my Email address is - hello@starturtrip.com
Viewing all subform rows in a custom report
I am trying to create a custom report to display all the rows of data in my subform. Currently, I placed each of the fields in a column in a table, but when I generate a report, it shows all of that field's data in one box. I want to have the subform rows be listed like they are when you enter the data in a subform. Pictures are included because I didn't really know how else to explain it.
Creating Help Center sub-categories
Does anyone know how to create sub-categories in the Help Center? In the manual it states - To create a new section, do the following: In the Help Center home page, hover your mouse over a Category <Name> located on the left pane. Click the Gear icon and then click the Plus sign. Provide a name for the new section and click Save. You can click the Pen icon to rename the section if required.However, when I 'hover' over a Category, there is no Gear icon.????
Blocked Email
Hi there, I have my account blocked due to suspicious activities. Which, I don't understand. Currently, I'm using Zoho through my Gmail. I sent about 10 emails and I got blocked. All the correct configuration to work with this setup is being done following the Zoho guidelines itself. Is there anything I can do to speed it up the process of unblocking? Additionally, what can be done to not happen again? It already happened with a co-worker, which uses mail.zoho.com directly. I read the guidelines
I got blocked: 554 5.1.8 Sender Address Blocked
Hi, I`m currently using Zoho email through Gmail. I follow all the guidelines supplied by Zoho on the setup and it worked perfectly until yesterday. I got blocked: 554 5.1.8 Sender Address Blocked I don't know the reason once I sent only around 10 emails. This is my main tool for work and I'm currently blocked to operate on a daily basis. Is there any way I can speed the unblocking process up? Moreover, how to avoid the same to happen again? Working on sales is natural to get the wrong email address
Add Mobile Number - Mobile Number Already Exist
Logged into my Zoho Mail account. It is asking for Mobile Number and Password. I enter Mobile Number and password and it tells me: Mobile Number Already Exist (should be Exists!)
Se eliminaron correos de mi cuenta y necesito recuperarlos
Se eliminaron los correos de mi cuenta y necesito recuperarlos con urgencia ya que se trata de datos de clientes importantes, mi correo es reservas@bosquesdesanjose.cl.
Suggestions for Zoho Reports
A few important features that are missing that can really make this product super great. 1. Dashboard: Ability to add multiple reports side by side like a 4-6 column layout (currently limited to 2) 2. Dashboard: Ability to copy widget. 3. Dashboard: Widgets don’t stretch across the entire width if using multiple widgets. 4. General: Ability to set standard color sett (CSS styles) for reports used in a database or account. So much time is wasted customization colors. 5.
Best POS with Books?
Hi, Can anyone please suggest any POS (cloud/cheap/good) that is fully compatible with Zoho Books?
Evernote migration stuck at 44%
User email= griff@roymgriffis.com Thanks.
Pagination does not work in Notes API
When I send a request to https://www.zohoapis.com/crm/v2/Notes?page=1&per_page=25, API sends me back 25 notes. When I send a request to Notes?page=2&per_page=25 (page=2), API sends me back the same notes as in the first request. Pagination does not work in notes.
Correos eliminados
Buenas tardes, tengo un problema, de una de mis cuentas se eliminaron por error los correos y tambien se eliminaron de la papelera de reciclaje, esos correos se pueden recuperar, muchas gracias Carlos Garzon
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