Automation
I want to create a workflow rule for creating bills. When a vendor is selected a specific item should be entered into the bill. Is this possible? QB remembers previous transactions, fill the vendor ion a bill and the previous accounts are filled. It seems unnecessary to repeatedly typing in the same item/accounts each month for the same vendors.
I can not see any contacts
All "Contacts" records have disappeared from my account. Please, I need help very urgently in order to reverse this situation. I have no idea what will have happened!!! Thanks in advance,
Workflow rule not executing on imported records
I imported a list of Accounts and found out that workflow rules do not run on imported records. I need this workflow to run in order to assign these accounts to the territory rules that are defined. Does anyone know of a way to force a workflow rule to run or a workaround to this problem?
Update Record (Potential) give an error
Hi all! On my production environment, I've got an error when I try to update a record. 1. $idPotential = ["97538000000158003"]; 2. $insPotentials=\ZCRMModule::getInstance("Potentials"); 3. $bulkAPIResponse=$insPotentials->updateRecords($idPotential,"Description","Test Description"); 4. $entityResponses = $bulkAPIResponse->getEntityResponses(); On 3rd line, the error is: Call to a member function getData() on string I don't know why this line got an error, on my local environment it works fine. Thanks
Contact address API
Hello, How do we pass the whole address in Zoho Desk Contact module via API ? Thanks for your help. Best Regards, Thierry C.
Payment Terms - 20 days from EOM
Hi - it is common to have payment terms 20 days from end of month or 10 days from end of month. I am not sure on how to configure this, Can you help
Multiple Reports reimbursement as one bank transaction?
If an Employee has multiple Reports that are reimbursed, how can they be combined into one bank transaction? Our electronic banking software merges transactions for the same bank account (employee) into a single transaction (as we pay per line in the banking file upload). So when the bank statement is imported it does not Match.
delete Customer portal User via Creator
Hello, my problem ist, that i have a Customer Portal with many customer accounts. Now, due to security, i must guarantee, that any User can Delete his account by Click. Aktually i have a "Delete Account" Page. This page ask for the Password. On send with the right Password, the User where Logged out and in Zoho CRM where marked, that this account ist disabled, so the Customer Portal didn't show any Data. BUT i need, that these account where deleted from the Creator Customer Portal. Is there a Solution
Operation permitted for paid user(s) only
Hello, before i tried to disable any user on my account and now i can't enable, system said me only for paid user. Can you please unblock the account muratinci@akademibogazici.com for incoming..
May I create multiple zoho accounts?
Hello! Zoho.eu offers a free email service. May I create two free mail accounts? As I got an email for private and one for business requests.
Zoho CRM - Report Scheduling
Hi, Is it possible to define working hours and holidays in CRM. Basis, the defined holidays, reports should only run on working days.For eg, I have reports scheduled for all days of the week currently and I do not want the scheduler to run report on Sunday which is weekly off. Waiting for a response. Regards, Preeti
Report of the Week - How to create a 100% Stacked Bar?
Stacked chart allows you to easily analyze the patterns and trends in your data by comparing the parts of your dataset to the whole. In other words, it plots the contribution of each value to the total, across categories. Whereas, a 100% Stacked Bar plots the contribution of each category in percentage. Example: In our example, we are going to create a 100% stacked bar chart to display the sales contribution of each product category across regions. Steps to create a 100% Stacked Bar Chart: In order
Cannot re-enable incoming mail
Good afternoon, After accidental disabling, I cannot seem to re-enable incoming mail for our users. The message received i Operation permitted for paid user(s) only. Could you please fix this problem for all users (3) in domain technicles.nl ? As you may understand, the mail functionality is pretty useless without incoming mail enabled. Thank you in advance. -- Btw: there may be good reasons behind this functionality, but 1) like I said, even for basic (free) usage, the zoho application is useless
PageSense does not load
Hi, I can not try this function when I enter it the editor gets stuck trying to load the elements, I waited for 5 minutes and I do not pass of the screen. Please wait....
Zoho Docs for Teams
I've seen a few posts that mentioned Zoho Docs for Teams lately. When can we expect this to be released. It may be a huge factor in moving our company off of Google services. Will there be a feature like Gogole Drive File Streams (or Box Drive), where we can access everything in Zoho Docs without syncing everything to everyone's computers?
Selecting cells
Hello, I wanted to ask a super basic question: how to select few random cells in Zoho spreadsheet, like we can do in Excel holding Ctrl?
Copying a value from one module to another automatically
Scenario: Invoice module has an "Implementation Engineer" value with a list of names. When one is selected, a number of tasks and emails go out. What I'd like is to also take that value and apply it into the Account module associated with the invoice, which will then fire off a number of actions I have configured there. I'm pretty sure I can do this with a custom function, but no idea where to begin.
Tip #19: How to use Format Painter, add Superscript/ Subscripts etc. in Zoho Mail
Quickly make your email look better using the format painter. Instead of using individual formatting options (font face, font size, color and other options) for different portions of your email, just copy the entire formatting from the rightly formatted text, and paste it to the rest of your email. Format Painter In addition to format painter, Zoho Mail editor has also added some nifty features like adding Superscript (A2), Subscript (H2O), changing line spacing, indentation etc. Do try out these
Hacked email account?
In mid-january. my zohomail account was hacked. Two-system authentication enabled, passwords changed, etc on all devices. Suddenly for the past 3 days I have been receiving SPAM emails using my zoho address. Logging into my email account online, I see no suspicious activity in the "sent" box. These emails are mostly from the same company. A quick check online indicates that they are a notorious spammer. Attached below is one of these emails using my email address. Any suggestions as to how this company
A new color on the yellow start under "Lediga tjänster HET"
Under lediga tjänster HET så finns det ju markering så de kan få en gul stjärna. Vi önskar få ytterligare en färg. En Blå stjärna. Som vi vill kalla "lead". Ring gärna upp så kan vi förtydliga.
Getting Notes from CRM
Hello, I am new to Zoho, so my question may have been answered, but I cant find anything. I am trying to do a getrecords for Notes. I keep having an error. See below {"response":{"error":{"code":"4600","message":"Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values."},"uri":"/crm/private/json/Notes/getRecords"}} Can anyone please point me to the solution? Thank you.
Incorrect name, when sending email
When my colleague puts me as cc or sends an email directly to me, then my name is not correct. It should be "Mikk Mihkel", but instead it's "martin@esto.ee", which is a third colleague's email. This is such a bizarre bug and we have found no way to resolve this. When I send emails from that account, my name is correctly displayed. I've attached an image that shows the problem.
smtp; 552 5.1.1 Mailbox delivery failure policy error
Message not delivered There was a problem delivering your message to co.lgk@lankagarment.com. See the technical details below, or try resending in a few minutes. The response from the remote server was: 552 5.1.1 <co.lgk@lankagarment.com> Mailbox delivery failure policy error Final-Recipient: rfc822; co.lgk@lankagarment.com Action: failed Status: 5.1.1 Remote-MTA: dns; mx.zoho.com. (204.141.42.121, the server for the domain lankagarment.com.) Diagnostic-Code: smtp; 552 5.1.1 <co.lgk@lankagarment.com>
mail de-sign
make the layout of mail look like bit outlook mail i has been with zoho since 2017 i find it very hard the layout
my email is blocked
my email quota is not full i empty all my inbox after that mail coming my email quota fulll and i m not able to use my mail
Ask the Experts #4: A 5 hour live discussion about CRM Integration in Zoho Mail
Your Zoho Mail account makes it simple to manage your Zoho CRM contacts/ leads, through the CRM features available in email. You can add new Contacts/ Leads to CRM and/ or associate CRM Tasks/ Notes with the contacts from within the email, without moving away from your Inbox. In this month's Ask the Experts, we would like to cover the functionalities of the CRM integration within mail. Adding CRM Contacts/ Leads CRM Tasks CRM Notes Using CRM Contacts when sending emails We will focus on all the
Range of Numbers
Hello, Is there a field, that I can enter something like 421-429 or 421,424,429 and have Zoho understand that I am interested in the range of numbers? Thank you
Add Account Name to Available Columns When Creating Summary Report
I don't understand why account name would not be one of the available column names when creating or editing a summary report. Is there a way to change?
Multiple Conditional Formatting Rules
When I use multiple conditional formatting rules how do I control the execution order? e.g. If Rule1 says to color fields with less than 700 as Red and Rule2 Says to color less than 800 as Red will the order of execution matter and how can I control it to achieve the desired outcome i,e, 800+ No formatting 700 to 800 Yellow <700 Red
Posting to Facebook
When I post to Facebook, the post shows "Published by Zoho". Is there a way to change it so that my company name shows up?
GoToWebinar Integration
Has anyone else tried the new GoToWebinar Integration (not GoToMeeting)? It seems to me pulling information in correctly but categorizing it incorrectly. For example, it's putting an attendee from last weeks demo into last months Webinar campaign instead of the demo, same thing is happening with questions.
CRM Migration
I have a customer that I am migrating from ACT to ZOHO CRM and the Data Migration Wizard is unreliable. I have a large query of notes that I am dividing into files smaller than 5 K CSV files and some of the data imports and some does not. The Import History reports Failed or Skipped records. The notes are for existing Contacts that have been Migrated by the same Wizard and i can find no reason for the failure.
Our return in functions in buttons give white window
Starting yesterday our returns in functions in buttons are giving a white window. Do anyone knows if something has to change now with the API 2.0? Here is the piece of code: if ( input.proy == "" ) { return "Message 1"; } else { return "Message 2"; }
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I can't see the chat anymore. Did you knock me off? Why?
No Icons in zoho sites
There is only the home icon. no other icons come up cannot change Icons.
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked
CRM Hacks #30: How to send a personalized email from a Sales order and store them under it?
Hello everyone, There is an out-of-the-box email option in Sales Order module of Zoho CRM. This lets you send a copy of Sales Order to your client directly from the Sales Order record. Emails sent using this option gets listed as a related record under the Emails section. A need to send a different email to the client regarding the same sales order cannot be ruled out. What if there is a delay from the client's side in accepting the sales order and you want to follow-up on the same? At this stage,
POP Access block due to mailbox full
I am getting this error, can please rectify as want to use POP to download the mails and the remove from the account. Task 'accounts@aag.my - Receiving' reported error (0x800CCC92) : 'Your e-mail server rejected your login. Verify your user name and password for this account in Account Settings. The server responded: -ERR Service Unavailable'
Tip # 3- Working on the Scrum board
Continuing from our Tip #2 on leading to a sprint , let's see how to manage the work items on the Scrum board. Once you start the sprint your work items are automatically displayed on the Scrum board where you will actually manage the work items. It is
2017 - Zoho Books Journey.
Hello, Everyone! As this year comes to a close, it’s time to reflect on past accomplishments, current opportunities, and future goals. Last year we shipped out a lot of features which made accounting easier for you. So, here is a quick recap of some of the major features from 2017. Keep an eye out for more exciting features this year. And if you want to know more about these features you can check them on our What's New Page. Keep loving Zoho Books and don't forget to tell us your favorite features.
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