How to receive offline payment in Zoho Sites ?
Hi, in Zoho sites there is only PayPal as an checkout option and I need the possibility to let my customers choose "invoice" as a payment alternative. Does anybody know how this can be done ?
Website down
Our website at www.waupacahistoricalsociety.org is down and has been all day. Can someone please contact me to fix this? Thank you!
Website down
Our website is down at www.waupacahistoricalsociety.org and has been since this morning. It notes a privacy error. Please fix the website as soon as possible. Thank you!
Not Receiving Mails
I'm not receiving emails, but i can send them just fine. What's the problem?
Authentication details provided was rejected by Source server
I am trying to migrate my emails from outlook.com . I have the pop enabled for the addresses. I still keep getting the error Authentication details provided was rejected by Source server. Kindly provide valid username and password. Please help
Database not found
Hello, I'm trying to connect to Sql Server 2008 in Zoho Reports using the upload tool but this is showing the error below. I already checked the information and it is correct. How can I solve this problem? database_connection_params.conf DBTYPE=sqlserver HOSTNAME=VIX-DB-001 PORT=1433 USERNAME=sa PASSWORD=samaster DBNAME=MMDB #MDBFILENAME= #SQLITEFILENAME= #FIREBIRDFILENAME= Follow the logs. 2017/11/08 18:02:36 BRST: OS : Windows NT (unknown) 6.2 x86 2017/11/08 18:02:36 BRST: JVM Version : 1.6.0_16
Base price column without tax
Hi! I try modify the default invoice template for our business laws. I need in the Item table section the new column with base price (net) without taxes. And need the SUM() of this values in the Total section. How can i do this? Thanks Balogatt
How can I remove a sort on a pivot table
I have created a project pivot view that includes "last update" and "start date". I can't get the sort on the "Start date" to go away. I just want to sort by last update. How do I remove the sort on Start Date but keep the column in the view?
Zoho + Hotmail
Hello, I was to set my zoro free and I had one problem with hotmail.( The emails that are being sent to the hotmail.com site are not being delivered) For gmail is ok.(Delivered) Could you help me ? My site : https://winbound.agency
IP has been blocked as you have exceeded the maximum number of requests per minute
Hi, when using zoho invoice API I get erro message "For security reasons your IP has been blocked as you have exceeded the maximum number of requests per minute that can originate from one IP address." How long the IP Address will be blocked? And where can I see my current amount of API calls for zoho invoice.
What's new in December
Merry Christmas and a Happy New Year folks! This festive month, we bring the following features to you: Exclude tax information of selected categories from your books (Available for customers in Australia, Europe, and the UK) You can choose to exclude the tax information of selected categories from your accounting software’s tax reports. To set that up, Navigate to Admin > Settings > Categories. Go to the category for which you would like to make the changes and uncheck the option ‘Allow tax association
We are unable to get TXT record for DKIM right now. If you have added the TXT record just now, please wait for 30-45 mins for the changes to propagate and try again.
We are unable to get TXT record for DKIM right now. If you have added the TXT record just now, please wait for 30-45 mins for the changes to propagate and try again.
how to return multiple counts using countif?
I have a column with the results of a survey "very interested", "interested", "moderate interest", and "Not interested". I am trying to use Countif in an aggregate formula to return the count of each of those in a summary report. I can get one category to show a count but can not work out how to extend the formula to show a count for each result. Are you able to use a multiple countif in an aggregate formula. If not then what is another way to achieve the result.
Need help with reporting this data
Hey All! Hope I'm posting this in the right place! Quick question regarding comparative data. Example below for what I'd like to show: Date A (12/1)- new process F was put into place Date B (12/6)- overall satisfaction was at 80%, with 100 people saying they were satisfied -------------------------------------------------------------------------------------------------------------------------------------------------------------------- I have my columns in excel divided this way: Date (process change)
Tabular View Export adding Project ID column
When I've setup scheduled .xls export emails of tabular reports for Projects, sometimes the export is adding the Project ID. This field is not visible in the tabular report. What is causing this?
Custom Fields mapped from Zoho Finance Suite Added
Thanks for enabling Custom Field integration in Reports with Zoho Finance Suite. This is a major step for one of my clients and allows in-depth reporting on Sales Orders at Item level. Well done Team Reports! Craig Davies Target Cloud Authorised Zoho One Partner (UK) info@targetcloud.co.uk
schedule batched reports
Hello, How do I have CRM email me a set of all reports I need in one email every morning? the system allows for one email per report but I'd rather not have 10 emails to go through every morning. Thanks
Edit rights issue in a table of a shared database
Hello all, I am having an issue with the Edit Rights for the shared data in ZohoReports. I’m not able to edit the tables on the shared database A. I cannot find the “Edit Design” option on any tables of the Shared database. But, I do have those options on the database B that I have created by myself. Please find the attached images, they will give more better understanding on this issue. There are four images two for shared Database A and two for the Database B (created by myself). OR, is it that
554 5.2.3 Mail Policy violation Error delivering to mailbox
Help continuing to receive the above error 554 5.2.3 for account. info@mycrazyspankystore.com
Share data between databases?
Is it possible to share / link data from one Reports Database into another? Use case: my team is effectively an "agency" with multiple clients. We have data coming from a variety of internal systems into one main database we use for internal reporting. Those feeds are combined with each other, aggregated, etc. to form more useful data views than the individual feeds provide on their own. We would like to use some of those new views to feed client-specific databases for client-facing reporting. I
In ZohoReports Chart, it has a dynamic y-axis, Is it possible same for x-axis also?
Hello all, I'm new on ZohoReports and am creating a scatter plot with Date of Start on Y-axis and Date of Due on X-axis. So, there is a Priority check box based upon which I can see the selected data on the chart. Priority has 4 options:- High, Low, Medium and None. Firstly, I unchecked None, which changed the Y-axis minimum from 2 Jan 2017 to 19 Jun 2017. Similarly, on unchecking Medium changed the Y-axis minimum to 10 Jul 2017. But, the same is unattainable on the X-axis. If this could be done,
Populate data from another form.
hello, I am working on a an app for backend automation of our Admin and Accounts team. I am not a developer hence please guide on the steps or material or videos to do the below. I have created a form to collect products we sell this just captures basic information of the products like Name (single Line Field), description (Multi line Field) and Part number(Single line field). i would like to generate a sales order, for the same i would like to call this data from the products form and add quantity,
Fetching records via Lookup field query - "In Criteria left expression is of type BIGINT and right expression is of type STRING" Deluge error
Hello, I've been having some difficulty working with fetching records from a form based on a lookup field value in that form. This is for a simple inventory system app for tracking sticks of RAM in our inventory by the RAM Model and Quantity. Types of RAM models are stored in their own "RAM_Models" form. The "RAM_Inventory" form has a RAM Model lookup field which allows you to select any model from the RAM_Models form and also a Quantity field for tracking total quantity. (There are other fields,
Contacts view for customers
Hi, how do I set a view under contacts to show only customers? Defining customers the Contacts with an associated Potential with stage closed-won. Another definition for customer can be the Contacts with associated Account with Account Type = Customer So basically how to create a view under contacts filtering fields in the associated Account or Potential. thanks, Umberto
Knowing what was modified? and/or setting a date field with a multiple selection field.
In Opportunities, my company has created a multiple selection field called "Steps Taken." The user selects all of the options that apply and save. I want to know the date each of these selections was added. Is that possible? The API can tell me when something was modified, but I don't see where it tells me WHAT was modified. -M.Epler PS - if it is not feasible to get the date or know what was modified, how might we design this field better in our CRM to capture that data? Thanks!
How to manually dial out from Zoho Support using Twilio
I have integrated my Twilio number and built the IVR and tested and works fine receiving calls. I am also able to dial out to any account I have intergrated via my CRM using the green telephone button. My question is - how would I dial a new number that isnt part of the CRM database? So is it possible to show a keypad of numbers to manually dial out to a number? (I do not want to have to create a contact to do this due to fast paced nature of my service environment) Many thanks M
Hello , I have response data of zoho's survey. by using this data how can i create zoho crm professional trail account automatically?
Hello , I have response data of zoho's survey. by using this data how can i create zoho-crm professional trail account automatically of customers?
Many-to-many contact relationship
I am trying to create a Relationships module that relates contacts to each other. I need to be able to track Contact1 is a friend of Contact2 and have this appear in a related list for both contacts. I created a new module called Relationships with 4 fields: 1. Relationship ID, 2. Relationship Type (picklist for friend, family, coworker, etc.); 3. Contact Information (Contact lookup); and 4. Related Contact (Contact lookup). This works, except it's not really bi-directional. There are 2 different
Ability to Rerun a workflow on a module entry
Does anyone know if it is possible to create a link or button to re-run a workflow on a particular record. A) Would be handy for debugging B) Sometimes my workflows fail due to an integrity error within my data. If I have been unable to track it and stop it in the code through error trapping..... it would be very useful to rerun the workflow against the record. Any ideas? Thanks
Ask receipt ZOHO CRM
Hi, I have been reading that you wanted to implement a ask receipt button for emails sent from Zoho CRM. Is it working already? Cheers, Fred
Using values from other fields to create report criteria
I have a report that returns me the contacts for whom my email campaign bounced. So "Campaign status = bounced". Of course, when I update that person's email address, they still appear on the report because "bounced" was the value at the time. How could I add another part to the filter that says "if record is modified after campaign send date". I have looked at all of the modified sort of fields, but for the criteria I can only enter an actual point in time. I want to run this report each time I
Automatically Enter Leads Into Zoho CRM
Hi there, I have put together a post in the Mail forum a month ago (https://help.zoho.com/portal/en/community/topic/auto-fill-name-when-entering-crm-lead-from-zoho-mail), but I think it might help to have the CRM team to reply here as well. In the old mail version, the First name and Last name fields used to auto-fill when adding an email as a lead. However, in the new version I don't know how to do that. I keep having to type every name manually. Any way to automatically fill names when clicking
Map multiple Accounts for single Deal
Hello, My company operates in the construction industry and often associates more than one client for a single deal (i.e. General Contractor, Developer, and Architect....all associated and billed by my company for services). I have seen similar questions from years past, but was wondering if there was a way to map multiple Accounts to a single deal so all communication and changes feed into the according timelines. I have added custom fields within Accounts named "Is General Contractor on:" & "
DESBLOQUEO DE EMAIL
Quisiera saber la Manera de desbloquear mi cuenta de correo dnanez@mirandacorredores.pe ¿Que Tengo Que Hacer? Gracias
Google Calendar issue
Hi, Having an issue with our calendar sync (I think). We keep getting duplicate events within Zoho CRM. Additionally, we will see that these events are showing created by Person B - when in reality they were created by Person A in Zoho. I think I know why this issue is occuring.... we have a two-way sync between our users and their google calendars. Our company shares our google calendars with each other as well. So I think when users navigate within GCalendar and turn their coworkers calendar views
Title for Contacs in Account View
Is there a way to have the contacts title listed in the Account View? I have to tap throu each contact to find out who the CFO is?!? Is there a way to indicate who the primary contact is on an account?
Is any one API call there for update particular field from entire records?
Hi, I working on a task of a consumer portal. My scenario is to get cases from logged in customers by their email id. I mapped tickets by their email ID. If they suppose to change their email ID means, that'll be big trouble to get submitted cases. Can anyone know the API call for changing the email IDs in entire records for that particular customer? (update record by email lD value instead of ID)
Using Zoho CRM for loans/pawns business
Hi, I'm configuring Zoho CRM, but the products module doesn't fit my business requirements. I want to be able to associate to each client a loan/pawn system. So, for the "products" module, the price is variable depending on the amount on cash the client demands. It's possible to do something like this? Also, Zoho Suscriptions integration sounds good for charging them monthly, but the clients is who sets the day of charge (it can be different from month to month) and also the amount that he wants
Email Blocked
Hello, My email account danielbueno@amazzoniacontabilidade.com.br has been blocked. At the time payment invoices were sent to my customers and I did not know that ZOHO could block for such a reason. I ask for help and the unblocking so as not to disturb my service delivery. I appreciate your understanding.
Zoho mail on Chrome doesn't refresh
Hi! Zoho Mail stopped refreshing on its own just today. But the Android notifications are working fine. Please let me know how to fix this. Thanks!
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