How To Stop This Zoho Vault Email Spam???
I am suddenly receiving emails from Zoho Vault that I absolutely do not want or use. This suddenly started recently out of the blue and never happened before. How can I turn this email off? I do not use Zoho Vault and have never used it. This is what
Grouping rows in Pivot table
Hi, I have created a pivot table with months and total sales for 4 years month on month. I want to group the rows to make it year on year and see the sales number. The option is not seen but it is not highlighted hence I cannot group it. Kindly help.
Error Authentication type 10 is not supported
Al conectar Zoho Databridge con Postgresql mostro el error : Authentication type 10 is not supported 2. I get this message "Authentication type 10 is not supported". How do I resolve this? Zoho Analytics uses the MD-5 password authentication method. If
Writer Template Thumbnails/Previews
Hi, I've saved some Writer templates as org templates. When I go to select a template to create a new document the thumbnail / preview images are all the same, likely because I'm loading templates and editing to save a new one. Any idea how to update the thumbnail/preview images?
Download Zoho Migration Tool Link
Please send me download link for zoho migration tool thanks
Need to change owner for SalesIQ to match Zoho Owner/Admin
My company recently acquired Bounty.co and all the Zoho account information has been properly transfered. However, when I am logged in as Jessica Thorpe (Jessica@gen.video) I am showing up in the chat feature as Aaron Decker during the live chat session
Zoho Book Customized Layout development
I want to learn how to develop customised layouts for invoices can you please guide how i can learn
'Reply' button in Bigin sends only to the From email address, not the Reply-to address. How to resolve?
Hi All, There is an issue I'm trying to solve with Bigin. I've got a form on a website for customers to fill in. They fill in their email address on the form, i.e. the one they want us to reply-to. Using the Bigin Email-In topping, we're seeing the email
How can I create a range of dates in Zoho Analytics Query Table?
Hi, I'm trying to create an auxiliar list of dates for using in a JOIN with another table as default values for the months where I have no data. I'll attach the SQL query I wrote so far, please take a look at it. The problem is that I can't do exactly
Adding Business Bank Account
Hi! I'm trying to add my business bank account to Zoho Books for the banking feeds, but can only see an option to manually add my account details, which doesn't;t seem to do anything. There's nowhere on the screen as per the instruction videos where I
Filtering(searching) contact info by using subform info
Hello there, Is there any ways to filter(search) Contact info by using subform info? I am trying to manage my customers info in ZOHO CRM. My customers are mainly families so I set up a family member is a representative as default form and other members
New Gantt Chart Extension problem with relationLinkName in Creator
I've burned a few hours now trying to solve this one, but no luck and there aren't any posts in the knowledge base yet: Anytime I try to include "subRelationName" the Gantt chart fails (invalid subStartdate and subEnddate). Works if I exclude the "subRelationName",
ETIMS Integration with KRA
There seems to be an issue with e-tims integration with Zoho Books for the etims early access. Any one else facing this problem.
Save and Associate for Workflow Rules
Hello, I have been trying to make a workflow rule that will notify me a week after a lead status has been changed to contacted. However, the save and associate button clicks and then it dims and my cursor changed into a red circle with a line through
Not able to Fetch Leave Balance and Booked through API
Hi, I have tried each and every way to pass employee erec id to fetch leave balance for a particular employee but getting the below error. If skip to pass employee then its working returning few results but while passing employee erecno giving invalid
Kaizen #160: Automating ZDK CLI commands using shell scripting
Hello everyone, Welcome back to Kaizen. ZDK CLI's command-line nature allows you to easily incorporate it within a shell script, to achieve any custom action that you want to execute. It allows you to execute multiple ZDK CLI commands seamlessly, enhancing
Is there a way to sync the CRM account owner (user) to Books customer owner (user)?
Hello, I would like my employees to start doing their estimate directly from Zoho Books and I don't want them to see each other customers and transactions. I checked "Allow users to handle the data and transactions for assigned customers only." But when
Tickets - Required Fields
Hello! I am fairly new to Zoho Desk. We have a 7 required fields in our tickets and need them to be completed before a ticket can be closed. The fields are a series of dropdowns and text fields where it cannot be blank. I saw somewhere that a blueprint
Reports for Sales Orders in Zoho Books
We are looking to produce reports in Zoho Books for Sales Orders. The current selection is: by Customer, by Item, or by Sales Person. AND these are only as invoiced (revenue), not when the Sales Order is actually booked (sales). How do we quickly calculate what has "booked" (date sold/date of sales order) in sales for a month or quarter? There is no way that we have found to 'filter' any report data to get exactly what we need. Example: In the month of January, how much did we sell (not invoiced)
Mute or Allow Specific Contacts
Is there the ability to mute or allow sounds by individual contacts? For Instance you have a few key people you want to get notified by sound when they message you so you don't miss it but would rather not get notified for every message from every e
Unable to download as Virus is Detected
When I try to download any attachments from a range of different people, I get the error " Unable to download as Virus is Detected". Has anyone else seen this?
Is the Current Zoho CRM Website developed in Zoho Sites?
Hi Team, I have seen the zoho crm landing page today (on 27 July 2024) and got impressed with the website. Reference Link : https://www.zoho.com/en-in/crm/ I would like to know whether it is created using "Zoho Sites" or its been created via different
How do I change the Time Zone?
Can someone please tell me how to change my time zone on my email. Is it done trough admin or individual emails? Thanks
Suggestion: Download all attachments on a ticket
We often get tickets with multiple attachments and it would be nice to be able to download them all at once instead of individually. For example, today we got a ticket with 32 picture attachments (task request to post a real estate listiing). Thanks, Scott
In a Canvas view, can a field displaying a list of related records be filtered using a Deluge script? Please read to understand more...
I have a request from my users of Zoho CRM. The situation We have created Canvas views for our modules to make navigation easier. One of the canvas views is for a custom Groups module. We have clients (Contact records) that belong to groups. Those groups
Search shortcut key '/' (slash) doesn't work in Firefox Quantum
In Zoho Mail the search shortcut is '/' (the slash character). This doesn't work in Firefox Quantum. Pressing this key brings up the browser's Quick Find feature. I have investigated and it cannot be turned off. Can you please let us remap the search shortcut key, or change the default to something else?
Maximum number of active workflows
Hi team, Is there any plan to increase the maximum number of active workflows in a module ? We have reached the maximum number quite quickly and have already condensed similar workflows into one rule but we would really benefit from being able to create
Recommended size for Hero Image
What is the Recommended size for Hero Images?
Developer access
Hello, how can I limit the developer role access level? I want to remove access to all reports.
Zoho commerce to inventory sync
Hi We are users of Zoho One and are looking at putting our website on Zoho Commerce. My question is- Does the product sync with Zoho Inventory automatically sync all items in Zoho Inventory? How do I make sure that some items do not sync? We are manufacturers and have some parts (such as screws) which we purchase using inventory but we do not sell them seperately- they get integrated in the final our product. Most of what we sell are composite items, is it possible to limit the inventory sync to
Reportes versión Free
Alguien sabe como configurar los reportes de Zoho en la versión Free? o solo funciona en las versiones pagas?
Help with Implementing Gift Cards, Promotions & Referral Program in Zoho
I'm working with a client using Zoho Books, CRM, and Inventory. They want to issue gift cards, run promotions, and set up a customer referral program. Does Zoho support these natively, or are there recommended third-party integrations to handle these
Two CRM from single login
Hi! I'm on the trial version of Professional currently, but will be getting full version. My company is looking to run both workstreams from the one CRM- we have retails sales, as well as fulfillment capabilities. The two entities don't need to communicate
Is it possible to assign Y axis fields to different stacks in stacked bar charts?
Is it possible to create multiple stacked bar charts for individual fields? I know this can be done if you use the 'Color' option to cut a bar across a field (technically it is not a stacked bar with respect to the Y axis fields, but works in many cases).
Expanding a Single Line Text field to length of the input text
I am using a Single Line Text field into a Fillable document and in the fillable pdf version if the length of the text is greater than the field size, the text is hidden. The default setting of length is 30 and I have made it 100. Is there a way of making
Bulk Delete Attachments
Is there a way to bulk delete attachments on the form entries? our storage is full and deleting files one by one is pain taking process.
How to Search, Parse, and Filter Video Content by Keywords and Niches on Instagram and TikTok Using Zoho Social
Вот пример запроса для службы поддержки Zoho Social, аналогичный тем, которые ты отправлял ранее: Запрос: Hi, I’m interested in using Zoho Social for content discovery and analysis on Instagram and TikTok. Specifically, I’m looking for the ability to
Swiss currency to euro's
Hi, can someone help me? I work for a Swiss company, and because of this, I only see Swiss francs in my Analytics. I would prefer to see everything in euros. I’ve set my personal settings to euros, so it’s strange that I’m still seeing Swiss francs in
Starting Marketing Automation's journey from Zoho CRM
Unfortunately I cannot resolve a problem with the Marketing Automation signup forms and am therefore forced to use the Webforms of the LEAD CRM module. These work, but I noticed that if I add a TAG in CRM, it is not transmitted to marketing automation.
Zoho Vault now working with MacOS Sequoia
Hi, I am using a Mac and recently updated to the latest OS which is Mac OS 15.0.1. After this update Zoho Vault fails to work in any of my websites where I need to login in. On Safari browser the Vault Icon appears but does not work. Clicking on it does
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