Multicompanies report or analysis
Hello! I own 2 companies; in the past I was using an ERP that allows me to analize the company A and the company B as independent entities; however, from time to time we used to analyze the companies as a group. Is this possible with Zoho books?
Outlook integration
I have a upgraded to a paid version to obtain outlook integration. As I don't have a gmail address, it seems that I cannot use POP mail and so I have opted for the BCC dropbox email address. It reads as a simple process. I have tried it and it is not working. Could anyone shed light on this. I am sure it will be great when it is working but set up is proving challenging.
Email Alert Automation - Send a Happy BIrthday
I want to send various automated alerts to contact's emails. One in particular is a "Happy Birthday"? 1 - How do I match the month/day field (not the year) 2 - Do I really need to upgrade from professional to enterprise to do this?
mail delivery failure
iam getting this message Delivery to the following recipient failed permanently: chitra@blogingwala.com Technical details of permanent failure: Google tried to deliver your message, but it was rejected by the server for the recipient domain blogingwala.com by smtp.secureserver.net. [68.178.213.203]. The error that the other server returned was: 550 5.1.1 <chitra@blogingwala.com> Recipient not found. <http://x.co/irbounce> ----- Original message ----- DKIM-Signature: v=1; a=rsa-sha256; c=relaxed/relaxed;
Account Report - won't show Parent Account Id
I created a basic Account report called Parent account mapping - just to show Account Name and Parent Account. When the .csv file gets generated it displays I was assuming that the second ACCOUNTID would show the account id of the Parent account. But obviously it doesn't. It just shows the main account. Is there any way to get a report to display the Parent's Account Id?
[Webinar] - Introducing Warehouse Management in Zoho Inventory!
Hi Everyone, We've introduced Warehouse Management feature in Zoho Inventory. What is it all about it? Managing warehouse is a tedious and time-consuming task and we’ve made it extremely easy for you with Zoho Inventory. To help you understand it better, we'll be walking you through a demo on the Warehouse Management feature in Zoho Inventory on the 13th of October, 2016. Join us for the free webinar and learn how to: 1. Manage multiple warehouses. 2. Track inventory levels in each warehouse.
"Barriers" or "Hurdles" to making a sale
I am testing Zoho for it's suitability for our business. One important piece of info we need to capture is potential reason for not making or loosing a sale and subsequently run a report to see why we might be loosing business to see if there is a pattern. Does this field exist as standard? And can it have pre defined reasons, i.e. Price too high, leadtime too long etc.... or just free text? Many thanks, Jon
[Webinar] - Introducing Warehouse Management in Zoho Inventory!
Hi Everyone, We've introduced Warehouse Management feature in Zoho Inventory. What is it all about it? Managing warehouse is a tedious and time-consuming task and we’ve made it extremely easy for you with Zoho Inventory. To help you understand it better, we'll be walking you through a demo on the Warehouse Management feature in Zoho Inventory on the 13th of October, 2016. Join us for the free webinar and learn how to: 1. Manage multiple warehouses. 2. Track inventory levels in each warehouse.
view in zho sheet
is it possible to make a selection of leads or contacts and to open a zoho sheet view we this selection ? When i select a group of contacts on a view, all the options [...] with zoho sheet view is not enable i can't find it , when i have a view with no selection it's possible but only for 100 lines...somedy now how to use zoho sheet view for a selection fews contacts ?
zoho sheet view
is-it possible to use the zoho sheet view after select some contacts or leads in a view ?
DKIM, DomainKey and some other Records failing to verify
I regret saying I've stop receiving mail for the pass 4 days. My DKIM records was initially verified only to receive a mail that I haven't verify my email to use zoho dns server address which I have. Here is the screen shot from my domain host.
Question conditional formatting (calendar)
Español: Buenas tardes, deseo aplicar formato condicional al calendario, dada la siguiente condiciones. Si la fecha del campo menos la hoy es menor a 7 días. Ingles; Good afternoon , I want to apply conditional formatting to the calendar , given the following conditions. If the field date minus today is less than 7 days. Example: conditional formatting ( "Test" { condition = ( (FECHA_V - zoho.currentdate) < 7 ) format = "color:#ffffff;background-color:#489641;"
Cannot save after editing in spreadsheet mode
Hi everyone, Please refer to the screenshot, after editing multiple records in the writing time column, I tried to click save but nothing happened. Then of course I cannot save my editing. Sometimes it works, but most of the time it doesn't. Please look into the issue and advise. Thank you Regards
What is the best way to add a knowledge base solution to keep formatting consistent?
My company and I are currently evaluating Zoho support and the customer Knowledge Base in particular. I was hoping I would be able to copy and paste from Word seamlessly, but that doesn't appear to be the case. Does anyone have suggestions for keeping formatting consistent throughout your knowledge base? The formatting options available appear a bit limited. I'm not comfortable using HTML not that I wouldn't consider learning it better and using it for formatting solutions. The ability to copy
domain
can't verivied my domain with wix
My account has been blocked
Hello, My mail account has been blocked. I cannot send emails. My email is: info@dtbafricaonline.com Thanks
Unable to send message;Reason:554 5.1.8 Sender Address Blocked
my email sending is blocked and i get the message Unable to send message;Reason:554 5.1.8 Sender Address Blocked. my email is support@appdimes.us i only used this email to send the activation email to new members of my website. i have never done any kind of spam. Now i cannot function my website because of this problem. this happened 2 days ago and i sent an email to support and filled the support form as well. but i didn't got a single reply so far. I was planning to upgrade to premium but now
I could not send email from account
It is showing "Unable to send message;Reason:554 5.1.8 Sender Address Blocked" error. Can you help me to fix it? Thanks
rename wiki pages
How is it not possible for you to rename a wiki page? You are able to edit the content of the page, but not the title. This seems to be basic requirements.
User unblock request
Hi Support Team! can you unblock the account gpietrarelli@pulxo951.com ? Mailbox was alreary cleaned to get some free space. Thank you!
My email and contact forms on my website are not working
Hi, I am still waiting for a response. I sent an email first thing this morning and have not heard back and its 9.30 in the evening. I am now very nervous as I can see the amount of time it takes you to respond to other requests on this forum. As you advised, I tried to see if my email is working after giving it time to propagate but the info@winnerswebdesign.co.uk link is not working on the home page of my website its at www.winnerswebdesign.co.uk right at the top of the page. The contact me
Web Form Fields
I'm a little confused... When I create a web form some of the hidden fields are styled like this: input type="text" style="display:none; Why not simply use: input type="hidden" The current method seems very sloppy to me. Just curious....
URGENT | User does not exist? | USER ID 49606658
Dear Service Provider, None of my user have access to this application except for the app owner socure.bureau@gmail.com Please advise ASAP how this can be fixed. Please find attached print screen
Storage Capacity
Hi there, may i ask for your recommendation regarding the suited storage capacity for the corporate business. how many storage capacity will purchase ? Thank you in advance for your response.
Not receiving emails from Microsoft
I am setting up email for my company and have to register with various services (github, Twitter, etc.) Setting up these accounts involves receiving confirmation emails. I have received those emails from all sources EXCEPT Microsoft (to set up my developer account). I have verified that I am using the correct email address: vinbrown@gmasterplanner.com I am using Cloudflare to host my DNS records with the following MX records set up: gmasterplanner.com points to mx.zoho.com priority 10 gmasterplanner.com
"Criteria"
I have been trying to set up synchronisation between my Zoho Campaigns service and my Zoho CRM service. I have been following instructions found here: https://www.zoho.com/campaigns/help/contacts/sync-with-zoho-crm.html#sync-contacts-from-accounts-module I want to "Sync Contacts from Accounts Module." According to the help page, I should have access to a Criteria option after selecting the Contacts module from the drop-down. There is no Criteria option that appears. At all. Please help!
how do i attach my business card to email?
help!!!
Not having to switch to receive the mail of all the accounts
Hi, I would like to open different accounts all with the same domain name (one with info@domainname.com, the other with shop@domainname.com, etc...), and I would like to be able to receive all those emails and reply to them without having to switch from one account to the other. Is this possible? Thanks Federica
Support Email
Hi, For the last few days we have received email tickets with no issue. They have always been a little delayed but we get them and they get added into Zoho Support. We now don't seem to be receiving any at the moment. Nothing has changed as we have not touched DNS etc. Is there a known issue today? Thanks Lee
[Spelling corrections] On questions
Hi everyone, There are some french words wrong spelled that I would correct directly on my portal, but I'm not able to for the moment. It concerns the french word "Question" which is feminine, but considered as masculine. It's not serious regarding our french clients.
Required field
How can I set Resolution as a required field before a ticket can be closed by a support tech?
add user
can I have two different email address for the same domain name? primary: info@kulio712.com secondary: myname@kulio712.com If so, can I do that by adding in a new user and entering the email alias as myname@kulio712.com?
Please unblock my Account
Attention: support[at]zohomail[dot]com. Dear Sir, I have not been able to send emails from my Zoho Account: hani.almuhanna@etihadcapitals.com please assist me unblock my account. Thanks. Regards, Hani Al Muhanna
Join.exe may harm your browsing experience, so Chrome has blocked it.
Dear Zoho Assist Team, All of a sudden by my team and our clients are receiving the following message in Chrome now, when we download the Join.exe file from join.zoho.com. I just wanted to let you know about this issue.
I have troubles to register a username for domain based email account
I register a username "me@katana.gq" but when i go to the next page "add users" my browser take me back to the first step and from then i'm not able to continue the process because it says i already registered that EmailID and i cant solve the problem. HELP!!!
Lookup question
Hi I'm currently writing a booking system for the theatre company that I work for. The image at the bottom of this post may explain it better, so you may want to look at that first!, but my problem is: The initial form ('New Gig') has 2 fields, 'GigID' (autonumber) and 'Event Name' As soon as this form is submitted, it automatically creates a record in the 'Tech' report, autofilling the 'GigID' and 'Event Name' fields (there are actually lots more reports, but just to keep it simple to explain)
Link to element of TOC doesn't work correctly
I have a text document with a table of content (TOC). When I create inside the document a link specific chapter, I use "Insert Link" and select form the "headlines" dropdown box the specific headline of the chapter. A link is created - BUT: this link does either nothing or jumps to a different chapter. Looks like a bug. I tried to refresh TOC, generate link again, it doesn't help. What am I doing wrong? Update, I just found what's going wrong: When the target is below the link in the document, it
Delivery failures
I have recently been getting error messages when sending emails to 5 or 6 people mainly with btinternet but also talk21 addresses. The error messages are 1. Error, Address: xx@btinternet.com>, ResponseCode 421, 4.7.0 Temporarily Deferred, 2. Error, Address: xx@btinternet.com>, ResponseCode 421, Too many messages (1.5.6.2) from 74.201.84.163] then eventually 3.ERROR_CODE :421, ERROR_CODE :Too many messages (1.5.6.2) from 74.201.84.163 I'm a private user and don't send many emails. Sending emails
Adobe Esign - required or optional fields?
When I add fields like "signer name" using Adobe Esign, is there a way to make that field required or not required? In fact it looks like the field isn't properly making its way into the document anyway - see image
Importing Leads
When importing leads why does Zoho not look for duplicates in the contacts module or at least give you the option to search both modules? It makes no sense that Zoho would only look at the leads module for duplicates. That means I would have to manually search our CRM before ever uploading leads to ensure they aren't already a contact. When using Zoho BCC dropbox, it searches both leads and contacts module before creating a new lead. Why isn't this a feature when uploading leads?
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