For a retail shop, what POS options available to integrate w/ zoho?
We are in process of opening a retail shop in India primarily be selling mobile phones, but also does graphic design services or sell other products. So what retail POS w/ offline/cloud support would be better suited with zoho as accounting software? Thanks
What exactly updates the modifiedTime key?
Do any changes to the ticket (including automatic updates, api calls, ticket status changes, replies, and comments) update the "modifiedTime" value or only when an agent opens the edit menu and saves it (with the screen pulled up via the "e" key shortcut)?
Validation Rules Ignored if Quote is Converted to Sales Order
If my users convert a quote to a sales order my Validation Rules are ignored. For example on my Sales Order I have a SHIP DATE field which must be set upon Sales Order Creation. It works if I create a Sales order from scratch but not if I convert a Quote.
Zoho Account in free trial even if paid licenced already.
I have been using the account for more than one month, licenced to zoho one enterprise , but now i cannot import more records. Its saying "Record limit reached. kindly upgrade to a suitable plan to import records." even when i am already upgraded to enterprises. please see attached files. hoping for a quick resolution. Thank You, Deepak Sapkota
Access to DB records via a primary key for portal users
Hi, I'm a potential new user of Zoho Creator. Is it possible to identify Portal users so each user can only access records with their primary key in the db? There are relationships between many tables also so this access limitation must carry through the entire application. The database was created by migrating it from MS Access into Zoho Creator - ive tried it with a sample db and it looks ok but the Queries are all lost and the forms are lost?? Does migrating a large DB from MS Access also import
Pricing
I noticed that the pricing on the main page is different than the pricing under my account. https://www.zoho.com/creator/pricing-comparison.html The thing that I'm most interested in is the new pricing includes 25,000 records, the old pricing only included 1000. I could save $40 a year and get more than twice as many records. Is there any way to change my account to the new pricing other than deleting the old account and creating a new account. I didn't find any options to switch to the new pricing
Main email not receiving emails
So my main email Quinten@evergreenoutback.com is not receiving emails that come from anywhere other than another zoho account. I've not received a bunch of important confirmation emails. CPanel shows all the records as correct. My other accounts seem to be receiving emails fine. But my main one says it doesn't exist? mx.zohomail.com rejected your message to the following email addresses: Quinten (quinten@evergreenoutback.com) The address you sent your message to wasn't found at the destination domain.
Main email not receiving emails?
So my main email Quinten@evergreenoutback.com is not receiving emails that come from anywhere other than another zoho account. I've not received a bunch of important confirmation emails. CPanel shows all the records as correct. My other accounts seem to be receiving emails fine. But my main one says it doesn't exist? mx.zohomail.com rejected your message to the following email addresses: Quinten (quinten@evergreenoutback.com) The address you sent your message to wasn't found at the destination domain.
Calling through Zoho CRM Mobile app doesnt work!
My user id is 658187232.I and my 14 users have been using Zoho for 3 months, and calling on Mobile App doesnt log any calls. Though its marketed as a feature, but it doesnt work. The UI of Web is great, but the mobile appp functionalities are NIL! I have had 80 phone calls with Mobile support team but no result. Checking "scenarios" , Or-specific issue, etc are different reasons given but NO RESULT
Does calling through Zoho CRM app log calls
My user id is 658187232.I and my 14 users have been using Zoho for 3 months, and calling on Mobile App doesnt log any calls. Though its marketed as a feature, but it doesnt work. The UI of Web is great, but the mobile appp functionalities are NIL! I have had 80 phone calls with Mobile support team but no result. Checking "scenarios" , Or-specific issue, etc are different reasons given but NO RESULT
Duplicate an estimate
Hi Is it possible to duplicate an estimate within the Zoho Invoice system? I have a client who asked for one estimate to be broken down into 6 separate estimates - it would be much easier to duplicate the complete estimate and delete the items I don't need from each. If not, is this something that could be added? Thanks in advance.
Zoho Invoice app
Hi, I want to export invoices but with app, with Zoho Invoice app with Ipad Thanks
long.toHex() string has halved in length?
I have a script that converts a long to a string using long.toHex(). It appears that in the past few days there is a change such that the string is half the size that it was? It used to be 18 characters, now it's 9. Has there been a change?
Resume Parser Mapping
Hi - When a resume is parsed - it takes all phone numbers and merges them together - it does the same for email addresses. Can this be changed if there are more than one phone number and email fields? Thanks!
Domain and email
I signed up for my email and domain with zoho i payed and got my invoice but never got my domain register my domain name is SOPRODUCTIVELLC.com
Disappearing Records
Early records in my database are disappearing. For Example, in the attachment, location number 211 originally had a starting gallonage on January 1, 2017 of 59.45 gallons. This is occuring with many of my 2015 and 2016 wines. I have reviewed my code and re-entered the data several times. This problem is recurring but I do not see the pattern. Orginally I though the database was cleaving earlier records to make room for new records so I paid for more records to avoid this. In any case, cleaving older
How to set report criteria to "not this month"
Hello, I use Zoho Creator to raise statements for contractors. I have a report, and I would like the criteria to show records *not* from this month (i.e. from any previous month only). So, for example, if it's March 5th and I run the report, I want it to show records only up to 28th February. How do I do this? Thanks!
Autoupdate record when workfows have finished updating it
We are getting to 100 workflows including including a lot of fields updates and custom functions. Unfortunately it is so confusing for the regular user after making changes in the records what is there on screen is an illusion, why? because we all need to REFRESH the browser in order to see what is left after running all the "Automations". Stage changes, fields updates, dates auto populated, etc, etc, etc........ You can do a lot of Automation. What about to add a little trigger for the records to
Profitability / Benefit for Sale
Hi, I'm going over the best way to know the profitability of each sale made (sales order) and can not find the form. The idea is to know, for each of the sales, what has been its benefit and, therefore, the margin, what do you suggest? Thank you
Balance Sheet bug?
My business is cash based. If I generate a Balance Sheet for last year (1/1/2017 to 12/31/2017), I have an entry that is under "Other Current Assets" called "Sales to Customers (Cash)". When I open that link I get an Account Transaction report which is a debit/credit accounting of invoices and payments. In that report there are some strange entries. For example, I have one customer whose transactions (ALL Invoices and payments) are shown as $11. These are all incorrect. If I click on each individual
Please delete my old invalid certificate
My site, www.lusac.org.uk did once have an SSL certificate. This is now revoked as I am on the free plan, however the certificate is still installed but invalid, meaning if anyone uses https in the url they are directed to a security page and blocked. Please remove my ssl certificate permenantly so this error is not produced. Many thanks
SalesInbox with EXCHANGE
We spent thousands to upgrade our exchange server so that it would work with Zoho SalesInbox only to find out that emails aren't going into the SENT folder. Anyone else having this issue and do you know the fix. Getting Frustrated... Cant implement the rest of the company till it is resolved.
Adding Secondary Email
Why is my email mark as spam when i try adding it as a secondary email?
Sorting Notes on Zoho Notebook Web
How can I manually sort notes in Notebook on Web? On Android, it seems as "Date Created" not modified. How can I sort items on Web to "Date Created"? Seems to be based on last modified at the moment.
Notebook for Mac
Can't use the shortcut key for seeing all the Notebooks, also View > all Notebooks is greyed out.
Evrenote migration
Hi, I try to use the button "Migrate from evernote" from this page https://www.zoho.eu/notebook/evernote-alternative.html but, the progress bar stay stuck to 72% since several hours. I started the migration process at 16h and now it's 21h. Can you do something about it ? Like checking if data are still processing , or if error occured and tell me what to do ? for info : I own 2500 notes which represent 700mo when I export them in a .enex file. Regards.
Evernote migration problem
Hello, I have executed yesterday the process of migration from Evernote to Zoho, all notebooks and notecards have been migrated but all the notecards are empty and the diacritics are corrupted. I have re-tried on an other account and I got the same result. So I can't use Zohonote ! Thanks for your help.
Field change rule doesn't trigger when field is updated using zoho.crm.updateRecord in custom function
We have a scenario as follows. When an invoice is created a workflow rule is triggered and one of the actions is a custom function that updates a custom field in the invoice based on products that were purchased. There is another workflow rule that looks for a field update for the custom field. When running the custom function from the script builder a call to zoho.crm.updateRecord will cause the field change rule to run and when it is run from within the workflow rule as an action the field change
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked
My Account : info@shabbirtoolsmart.com is blocked, please unblock it at priority.
Attributes disappearing from Item Groups / Items
Hello, Very happy with the support and products, however we have a problem that I suspect is a bug. Our website is deeply integrated with your products and depends on properties in your API to function properly, for instance "attributes" for item groups which allows you to generate variations of a product. Yesterday I discovered that when I was editing our products that the attributes had disappeared. Not sure exactly what we did which triggered this to happen but I suspect either: It happened when
Round Robin
I want incoming chats to pop up in a round robin fashion for all available agents. This seems like a pretty basic request. Under Settings>Automation there is an option to assign one by one but SalesIQ chat was unable to explain exactly what this did. How do others handle disbursing incoming chats in an equatable manner?
You do not have permissions to create this account in Zoho Mail
Hello, please I can't create accounts of my domain (happyjupiter.es). I emailed to support 4 times, and I get response in 2 times with "problem solved, please try again to create accounts", but the problem is not solved!!, I still can't create accounts. Please, let me know if anyone can solve this problem, because email support can't resolve it, and now they do not answer me. Thanks.
The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance.
I deleted my old domain and when i try to add my new domain i get this message: "The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance." Please provide me information to solve this issue. Thank you
Using Supervise Rules
Hi, I need some help with configuring an alert to be sent upon 5 days case age- but only 1 email exactly on the day the criteria were met. I tried to configure this on Supervise with below setting and attached is the result. Please note these details are gathered from the History tab of each ticket. Hours since created + is + 120 AND Escalated to + is empty Please confirm: 1. Since the rule runs on hourly basis, is it supposed to send alerts for the same ticket every hour even though my criteria
Google Blocks and Zoho Mail Problems
Hello my friends, we are having a lot of problems trying to create a flow that starts in a custom app that has a form that receive client contact email and creates a contact in zoho books, them email the clients with the provided contact info and client ID, when we try to integrate Gmail Bloc to it the flow is not being executed, also happens with google sheets, the flows are not being triggered when a google block is in it, we checked and the flow is on, we migrated the domain email to zoho email
Speedy work in Connect ... is it possible?
Since there are apparently no keyboard shortcuts for 'Connect', is there any way to work faster in Connect? Example: I just tried to delete (or at least make disappear from the list) some daily repeated tasks that have not been checked off for a while. Normally (in other software), in order to bulk delete, you can check the top one; hold shift; and check the bottom one in order to select the whole lot in between. Then you proceed by selecting what you want to do with the selected items: 'delete',
Where is the Record ID field to add to reports?
I don't see where the Record ID field is located. Need to add it to reports. For example in Accounts, no Record ID is exposed. Where is the field?
cuenta bloqueada, inhabiilitada
Buenas Tardes;} Presentamos un problema con el dominio transcolsur.com ya que la cuenta de administrador se encuentra bloqueada y no permite el ingreso para la gestion de los usuarios ni para el envio de correos. Sin esto hemos estado incomunicados con los clientes por favor me ayudan. el correo del administrador es webmaster@transcolsur.com o cesar.valencia@transcolsur.com tambien pueden escribir a cavalenciaro@gmail.com Sls CAVR
Can I create a custom Bot using an API from Microsoft LUIS or Googles Dialogflow
Is it possible to use the APIs from Microsoft's LUIS API or Google's Dialogflow in order to optimize the bot capabilities in the channels. Is it possible to develop it without the help of some frameworks like Botframework.
Invoice Custom Fields
Can someone please help me with how to write a bit of code to update 2 custom invoice fields? The fields are "Issued By' & "Contact Email" What I am looking for is when an invoice is created that these two fields are automatically populated with the user name an user email address respectively. Any help with this would be appreciated.
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