Shall i use ZOHO @ Offline
Hi, How can i use ZOHO in offline mode. If any Setup is there please share to my mail id narendaran75@gmail.com
Allowing someone else to start a broadcast of your shared slideshow
When I share a slideshow with someone, even making them a co-owner, they can access it, but when they attempt to start a live broadcast, the option is not there. Is there a way to allow other people to broadcast my document without me having to initiate it?
Date Field
Hi there! How can i make a date field where the user only selects month and year, but no day?? Thanks!!
Multiple VAT rates Zoho books
UK based. Need to create a new VAT rate for sales for a conference in the Netherlands, and items with this VAT rate should NOT be included in UK VAT return. How can I do this?
Tip #13: Customize related lists to view relevant information
Hello! It's Thursday again and we are back to add one more tip to the list. Let's go to a record in the Deals module. If you notice, a deal record in Zoho CRM lists the basic details about the deal such as the expected revenue, the stage in which the deal is in, probability of winning the deal, etc. Along with it the related lists give all the other details - notes by the sales reps or manager, relevant documents attached, contact persons involved in the process of acquiring the deal and their roles,
Change field value on another form
Hi, i have and aplication made of two forms: 1) applicants 2) tasks in the applicants form, there is a field named "action", that means the action i have to do with the applicant, maybe call, email, meet. now, in the tasks form, obviously i entry my tasks: the question is: when i wntry another task, may i have a field that insert the value in the "action" field in the other form? of course it should be the right applicant example: i have an applicant called "mad horse", is "action" field has the
Outlook msync problems
Hi I am using zoho my company as well as my customers All of us are using msync for mobile and outlook We have an annoying problem in synchronization as all inbox and sent items are pretty good on mobiles. But on outlook some items is not appearing on sent items folder Also some received items is not appearing in inbox Although mobile and web are pretty fine We are using a varaity of outlook versions starting from 2007 till 2016 and all versions are suffering from that issue. Any body have an idea
Custom Lead Fields - Can you make them available for use in Contacts and Deals Layout Automatically?
In the LEADS module, I have created a number of custom lead fields. I want these fields and their values to carry over when I convert to a Contact and Deal. Currently, it seems I would have to re-create the same custom fields in the Contact module and the Deals module in order to map them. I really only want to enter the custom field once in the LEADS module, then have those fields available to insert in the CONTACTS and DEALS modules. Surely I don't have to repeat the work I've already done 3 times
How to get multiselect lookup filed values
How to get multi-select lookup field values in Custom function.i have a custom module and i have multi-select Products filed so now i want to get that Product's module multi-select lookup field values. Thanks In advance... Asif
Cannot receive mail from external domains
Our domain @neb.org.ua cannot receive emails from other domains for 3 hours since today. Outgoing mail working fine. Emails inside domain is also working fine. Settings where not changed. Please, look into this issue.
incoming and outgoing disabled
HI, incoming and outgoing disabled please enable it regards
Text orientation for PDF export
Hi everybody! I´m trying to get a record summary to export some headings written vertically when sent as pdf via email. i introduced the next code to the html editing box for the heading: <h1 style="text-align: center; writing-mode: vertical-lr;"> <font color="#ffffff" size="2">PRECINTO</font> </h1> I have to issues: - When the email is sent it delets the code leaving it like this: <h1 style="text-align: center;"> <font color="#ffffff" size="2">PRECINTO</font> </h1> - I whant
GST
I submitted GSTR3B for Aug. Paid for the reverse charge through challan under gst portal by first adding money through netbanking and then offsetting the reverse charge through the cash ledger balance available in the portal. How to 'match' the bank debit transaction now? How/Where to create entry for the reverse charge?
How to get list of subscriptions of a particular product?
I need to get list subscription of a particular product. Is there any API call available in Zoho subscription? Looking for a positive revet. Thanks
Occasional Invoice Fails to Generate
Hi, We've recently started using a laboratory information management system designed in Zoho Creator, which is connected to Zoho Invoice for billing. I've just noticed two instances of tests ordered in Creator which did not generate an invoice. What's the best way for me to trouble shoot this? Thanks, Chris
Blocked account
Bom Dia!
Minhas contas são bloqueadas com a seguinte mensagem: Sua conta leandro@safetycon.com.br foi bloqueada por razões de segurança. Tipo de bloco: Tipo de bloco: E-mail bloqueado. Razão: a caixa de correio está desativada. A Pesquisa de E-mails também foi desativada por qualquer conta POP ativa. Clique aqui para ler sobre nossa política de uso.
Eu preciso deles desbloqueados. Eles foram bloqueados depois de serem desativados ontem pelo painel de detalhes do usuário.
Leandro | Safetycon leandro@safetycon.com.br
Overdue tickets view
Hi, How do we create a view to check overdue tickets. We have created currently two department. One is Refund and other is KYC( customer care department). How do we create different views that tickets older than one week can see separately .
Edit Autresponders
There is no option to "delete" the e-mail that is currently active and activate the cloned one with the edited information.
GST Percentage offset
I notice a bit of a decimal offset in Zoho Books when GST is calculated. I’d like someone to call me (prefer RAM if he is free) Amount Zoho's 18% my 18% Rs.2,722.58 Rs.490.34 Rs.490.06 Rs.981.83 Rs.176.60 Rs.176.73 Rs.2,976.80 Rs.536.31 Rs.535.82 Rs.6,388.55 Rs.1,149.94 Rs.1,149.94 Rs.650.00 Rs.117.00 Rs.117.00 Why is there a difference in calculation all over the place ? My CA is calculating the same Form 3B in Tally and he gets accurate calculation shown in Green, why is the amount calclulated
Zoho Writer Mac
Hi! Using ZohoWriter for Mac (OS X El Capitan), Russian and English languages. Having problems with hotkeys. Cmd+b, cmd+i, cmd+x and many others are not functioning at all. Can you guys help? Really like the clean look of ZohoWriter, would be delighted to be able to use it properly. Thank you.
Tip #6: Maintain a style sheet for a clean CRM database
Hello! Your CRM data too needs maintenance. Outdated phones numbers, invalid email addresses, confusion in abbreviations, and duplicate entries can add up to a database that needs cleaning. It can be problematic when you have to pull specific data. In our upcoming posts we will be giving tips that will help you maintain a clean CRM database. So here it is - Maintain a Style Sheet Picture this. A sales rep is trying to collect customer’s data in a particular region to send mass emails. While
verification
hi i have a google domain but when i am trying to verify it to set up my zoho account it isn't recognising it. i am selecting "others" as the host provider as i don't see google on the list- can you please help? its aquafinatics.net
Issue with Auto_Collect
Hello, I have the following issue with trying to update the auto_collect field in a subscription: code":1038,"message":"JSON is not well formed" Here is the http exchange: PUT /api/v1/subscriptions/338536000000xxxxxx HTTP/1.1 Host: subscriptions.zoho.com Authorization: Zoho-authtoken xxxxxxxxxxxxxxxxxxxxxxxxxxxxx X-com-zoho-subscriptions-organizationid: xxxxxxxxxx Content-Type: application/json;charset=UTF-8 -d'{"auto_collect":true}' HTTP/1.1 400 Bad Request Server: ZGS Date: Tue, 20 Sep 2016 22:49:50
Remove minutes from dates
I have 3 dates in my application. I do not need minutes on any of them. Is there any easy way to have those removed from the reports?
Populate other form fields based on a dynamic Dropdown selection
I am using a dynamic Dropdown field to pull in filtered records from the CRM Vendor module e.g. CRMresponse = zoho.crm.searchRecords("Vendors","(Vendor Name|starts with|A*)"); for each vrs in CRMresponse { Dropdown:ui.add(vrs.get("Vendor Name")); } reference: https://www.zoho.eu/creator/help/fields/add-to-picklist-dynamically.html I now need to Auto-populate other Form fields based on the selection made within this drop down. e.g. pull in the "Email", "Phone" etc fields from CRM for the selected
How to collect the Email ids from the zoho mail (inbox)
Hi I would like to collect the Email ids from the inbox. How do i do it?
Rebranding not working
Two problems (so far) with the rebranding feature. 1. When I try to upload a logo, I can browse my files and select an image, but when I click "Upload" either the three blinking dots blink momentarily or they blink indefinitely without result. 2. When I enter a company name and click "Save", the company name disappears and is not saved. I have an Enterprise license. I have tried this on two browsers, both on Windows 7, Chrome 34.0.1847.131 m and MS-IE 11.0.9.9600.17041.
Error upon Verifying Domain
Congratulations! You have verified your domain. Provide a desired username to create your domain based email account. This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Deleting/Inactivating a user
If I delete or make a user inactive will they still have access to the shared folders. I would like to delete (or make inactive) a user and yet allow them access to the shared folder(s). I made them a user when I just wanted to share a folder/file with them. I am really liking ZOHO Docs but just at the beginning of the learning curve. Thanks for your patience.
Subform Update Problem [Solved]
Hi, I have a Form ("Residents") with First_Name and Last_Name fields. On Success or Edit, these strings are added together and put into the Full_Name field. I use this Form as a subform. When I add or edit a record through the Form itself, this concatenation works fine and shows up in the parent report; but it does not execute when I add or edit a record via the subform field nor does the record update in the parent form. Edit: Here we go. https://help.zoho.com/portal/en/community/topic/update-records-within-subform
Scanned docs / open PO's enhancements
Can you please look at providing the enhancements as shown in the attached images please ? .... Add to bill scanned image could do with resizing so we can see the entire doc. Selected PO's to add to bill totaled on selection. Pretty pleez :-) AND please, please give us purchase receives & additional statuses for purchase orders !!!!!!!!!!!
Outgoing Blocked
Please unblock email id mario.antopia@iwoods.com.mx Domain: iwoods.com.mx Regards Mario Antopia
Error adding domain
When i try to add domain langleyparkpartners.co.uk, it says domain already exists I registered this domain from scratch so i dont know why i am getting this error I have alreade added the MX records required MX Records Host Priority mx.zoho.com @ 10 mx2.zoho.com @ 20 Please help
Undeliverable Emails
How are undeliverable emails handled in Zoho campaigns? Is there somewhere that I can pull a list of all undeliverable email addresses?
Zoho Widget - Doesn't work when the app is published
Hi Team, We have used widget in our app. When tested on the sandbox mode. The widget worked and UI was displayed. After publishing the app and testing it on other CRM. The widget didnt not popup. Please can you assist to resolve this issue.
Conceptual organization of Tasks
If you want better adoption of Projects, Zoho needs to follow industry-wide PM practices and nomenclature. There must be one person at Zoho that thought up this design and thinks it's great. The rest of the world is struggling to make this square peg fit in a round hole. The way tasks is conceptually organized needs to be thought through and re-structured so that it functions in a familiar way. Please, whoever you are, let go of your pride and make this module awesome!
External Network - partners, vendors, clients
Dear all how are you? Do you know how can I add partners, vendors or clients my external network? many tksPVU
Deleting Attachments
Hi I can see support questions showing at least for the last 3 years, that you cannot delete attachments from incoming emails. This wasn't seen in the Terms that I read, when I first bought a Single User CRM. I'm heading towards the end of my first year and I do not like finding this out now. Please can you confirm this as I would need to consider my position and options as to whether I will remain with you. I have plenty of online storage at My One Drive, which is substantially lower cost than
Delete Attachments (Feature Request)
Can you provide a feature like removing attachments but retaining the message? There are cases when attachments are unnecessary but the message content is good. This would save a lot of disk space right?
CRM integration with potentials module fields
Hi, I'm looking for a way to bring in a couple of fields from zoho crm potentials module. I already have it integrated and pulling accounts & contacts, but it would be handy to relate certain invoices to specific potentials records & respective fields. It looks like you can do that from something i saw online, but my integration interface doesn't seem to have that option. I also have the situation where we have business referred by a company, and we are dealing with their client and a specific contact
Next Page