Zoho Mail Contact Categories
I cannot get new categories to appear when I type their name in the To, CC or BCC fieds of a new email. Old categories that I created in the past appear fine, but new categories don't seem to show up. How can I get this to work? Thanks
nameserver changes
What happen in zoho mails when the name server of a domain change ( domain is using in zoho mail)?
Negative Expense
Hi I would like to propose that Expenses can be entered negatively into Zoho Books and Invoice please. Because we are using Invoice like a customer statement and would like to show expenses negatively. PLEASE can you allow for this option or at least
Shopify and CRM products
Hi Do all Zoho Crm products sync to Shopify when using the ZOHO Shopify Extension Or is it only those products selected as 'Active' in CRM Thanks
API WATI Error
Hi Support I would like to raise ERROR API WATI received after to configurate the API WATI. The API does not send new contact to leads despite i selected automatically creation leads option. Please contact to me very urgent Thank you
Zoho Creator is just blank, I can't create anything.
When I open Zoho creator I'm presented with...nothing. I can't import. I can't create. I'm just presented with a blank work area and no options.
The Social Wall: October 2024
Hi everyone, With just two months left in 2024, we can’t keep calm about these updates that will make your social media marketing experience even more holistic! Add a 'Call' button to your Google Business Profile posts You can now give a more seamless
What's New in Zoho Invoice | August - October 2024
Hello everyone! We're excited to bring you the latest set of features and enhancements made to Zoho Invoice from August to October. In this, you'll learn more about the following features: Unveiling South Africa Edition of Zoho Invoice Introducing Zoho
Email fetching/downloading from IMAP Problem.
Ive been trying to fix a fetching problem with my IMAP on Zoho Mail in a month now. I cannot manage it to sync eventhough everything says succesful, Then i deleted IMAP and added again. But now my Folders does not even show up. I have no idea. Thanks
Price Label Tags for Zoho Inventory items
Hi, I have added item groups and items in Zoho inventory. Now I need to print them on price tags/labels stickers and paste on items physically that can later be used by a barcode reader as well. How can I do that? For example, look at this image:
Can I print a report of expenses that includes the photo of the receipt?
I run my business through Zoho Books and am considering running my super fund with Books as well. If I did, I would have to give a list of all expenses and the associated receipt image to the accountant at the end of the year to be audited. I'm happily using the attach image to expense functionality in my business, but cant see anyway of printing the receipt images out in a report (a pdf). Is this just not possible? Many thanks for the advice Dave Whettingsteel
Why I can't create branch
Hi, I am new to Zoho, I am trying to use zoho book under free 14 days trial version. However, I can't see any option for me in the setting for me to create branch. Any one can help or have hints how can i create branch to test? Thanks, Sunny
Pré-recrutement - Créer une offre d'emploi
Nous avons vu jusqu'à présent les différents paramètres à configurer sur votre application Zoho Recruit. Nous poursuivons aujourd'hui avec comment programmer un post à pourvoir, publier sur les sites d'emploi et le site-web carrière. Poste à pourvoir
Paste Image instead of uploading
Is there a way in Zoho Creator to accept pasted images from clipboard instead of uploading individually?
API Error for Invoice Creation - Mexixo
I was trying to create invoice for a mexico organisation but the API throwing error code - 120104 with response message - Seller cannot be empty. What is the issue do I need to pass any specific field in the API body while creating Invoice?
Mastering email etiquette and best practices to follow in Zoho Mail
Hello Zoho Mail Community, We’re thrilled to invite you all to our upcoming webinar: Mastering email etiquette and best practices to follow in Zoho Mail. Join our live webinar for expert etiquette tips to enhance your professionalism and elevate your
Zoho Learning Management System - Certificate Upload by Employees
We are planning to enroll employees in courses which are hosted by coursera or similar sites. I want to share the links of those courses and also want employees to upload their completion certificate once they are done. Is this function possible in
dominio
Hoy compré mi workspace con email y dominio. Mi proveedor de plataforma e-learning me pone que el dominio debe estar verificado. Donde veo esto? y lo otro es que compre plan para empresas y decia que se podia crear mas email con el mismo dominio pero
Progress Lines on Gantt
Is there a way to have these progress lines go under the tabs, rather than over them? It's very confusing having them over the top and crossing over tabs. Im using FS but it does them for all options.
Problem with S/MIME certificate signing -- worked until yesterday then stopped working. Please help!
I sign my emails with S/MIME (don't usually use it for encryption) and have enabled S/MIME in Zoho both centrally and for me as a user. Up until yesterday, it was working fine, but when I tested today I keep getting message in Apple Mail that the content
Send SMS to Contact using Zoho Sign action
Hello Zoho Community, We are trying to send an SMS to a Contact based on if a document has not been signed. We created a Zoho Sign workflow that triggers if a document has not been signed. We added a webhook to send a SMS message when the workflow triggers.
Import or move emails to a shared mailbox
I would like to know if it is possible to move emails to the shared mailbox or import emails to it
Sending emails via REST API for Sales Orders with no PDF attachments
I'm trying to figure out how to use the Zoho CRM send_email API to send an email that is attached to the sales order but with no PDF attachment. The API requires me to specify a template for a PDF attachment (inventory_details, inventory_template, etc.).
Get CRM Contact ID from Contact Lookup field
How can I get the ID of the CRM Contact Lookup field: How can I get the ID of the selected CRM contact so that I can use getRecordsByID so I can pull the contacts data from the CRM? Please advise. Thomas Pursifull
Use a Zoho Campaigns Email Template in Zoho CRM
I have set up some email templates in Zoho Campaigns. It would be useful to have access to them from within Zoho CRM, is this possible? If its not possible to have access to the same templates, is there an easy to way copy them, rather than having to
Recurring Invoices date
The due date for our customers' invoices are 1st of every month, and I usually sent the invoices out 3 days in advance. The problem is, for example, an invoice is issued and due on June 1st, so, I set the recurring invoice date as 27th of every month, but this invoice is recorded (the revenue) in May 27 instead of June. In quickbooks, I can use "days in advance" to set the recurring invoices, and the revenue of the invoices will be recorded in the due date (same as my invoice date in my case),
Where can I find when to trigger work flow
Hi, I notice in the form there was a way to select the trigger on the work flow for example the triggering on the loading of the form or user input into a field. I found the guide over here https://help.zoho.com/portal/en/kb/creator/developer-guide/workflows/create-and-manage-field-rules/articles/configure-field-value-in-form-workflows
Email marketing activities for the 2022 holiday season
If you're an email marketer and you're finding it difficult to gather and plan email campaigns around this holiday season, here are some ideas to target each audience during each holiday or festival. Customers expect to see emails on special offers
Default Support Email
I have successfully added a POP email account to my Zoho Support. How can I make it the default account for replying instead of making me select the From each time or instead of the xx@zohosupport.com email?
Zoho Currnecy conversion rates
Hello, I activated recently the plan that allow me to use multiple currency and I'm missing something. My main currency is CAD but I sometimes get invoiced in USD. The credit card convert it to CAD when they charge it and usually keep add a fee directly
Sales Order Payment
Hello, is there a way to receive payments to the sales order without having to generate an invoice. I appreciate your help.
Calendar View of Open Sales Orders (from Books)
There must be some way to setup up a calendar (of any kind) to show calendar entries based on Sales Order Dates. Please don't just give the standard line of "I'm sorry Zoho does not do this maybe in the unspecified future it will". Custom Creator apps can link to Zoho Calendar to display entries but there must be a better way. The coding is too intimidating. It appears that: 1. If I Export Sales Orders into a spreadsheet, then 2. Import into Google Sheets (where it can be manipulated as necessary)
Advice on sending Survey only if company has not responded?
I have a Zoho Survey and a list of contacts in Zoho Campaigns. The list of contacts contains multiple contacts from multiple companies. Let’s just say 100 companies with 3 contacts each My goal is to get one completed survey per company (not per contact).
Is it possible to receive email responses directly to an inbox and then autoforward to a tracking address?
I want to set up reply tracking in my automated campaign, but do not want the reply-to address to display as the system-generated alphanumeric address which is used for reply tracking. Is it possible to set a custom email address as the reply-to address,
Creating Hidden Fields in Zoho CRM
In using Zoho CRM, I have found that I can create custom fields in any module without any issue. From there, I can map dependencies between them so that certain parts of a pick list only appear when the associated parent selection is made. This is a good
One Account - Two Owners
We have different sales staff for fabrication and metal cutting. Both sales teams could call on the same accounts. We would like them each to be "owner" of these shared accounts, based on their login. I found a post asking a similar question from nine
Create Projects by API Call
Hello Sir, How to create Projects in Projects.zoho.com module using CRM custom functions and API call or Othe way ?
No Slack integration
Hi, Our company recently subscribed to the Standard version of Zoho Desk, and during our demos and trial, Zoho was available in our setup. However, we’ve since learned that Zoho Desk is not supported in Canadian data centers. To work around this, we considered
Adding dependent field values
Hi, I'm at the very early stages of setting up Zoho Desk but can't find how to enter ticket category values such that sub-categories displayed are dependent upon the selected category. I have both category and sub-category fields on my ticket layout and
Follow lookup field link in subforms or reports
What am I missing here - there appears to be no way to drill into a record linked to as a lookup field, either in a subform, or as a column on a report. How is a user supposed to be able to quickly navigate through related records? Please add a magnifying/drill into button next to lookup fields, or make lookup fields displayed in reports a clickable link. Please refer to the attached screenshots - as you can see I can create Master/Child set up but then there is no easy way to drill into a child
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