Add "Submit" for time entry (allow for time to be saved without submitting)
CPA firms require sophisticated time entry systems. One item missing from Zoho Practice is the ability to save time without submitting it.
Say hello to an improved way to merge documents!
Automating all your documents from start to finish is now easier than ever with Writer's new merge tools. If you haven't seen it yet, you can read the main announcement here. Here is the full list of the features we've rolled out: 1. Dynamic Table Headers
Increase/decrease button for number/decimal field
Hi all, I think it is better to have the increase/decrease button on the side of the number field. I believe this would make the user input experience much much better. Eg: I prefer to tap 6 times to increase the field value to 6, which is much faster
Zoho doesn't integrate with Wix??
I purchased many of the Zoho modules (Books, CRM, Projects, Invoices, etc etc) as I heard that they were great systems, but there is virtually NO parts of Zoho that integrates with Wix (outside of my email), which leaves me with the decision of either
Mail Merge
I am about to give up on Zoho all together. Something as simple as mail merge is making me pull my hair out. I have created 2 templates 2 different ways. One was through Zoho Writer and another.... I don't even know what it was called, but it was a pain
Can't add thumbnails anymore?
I've noticed lately that I can't add thumbnails for any video anymore, like the option just isn't there. Did they change the place where you add thumbnails? is this a glitch? We need this resolved please
Zoho Sign Extension for Inventory Modules (Zoho CRM) with Mail Merge Templates
Hello, Since the mail merge option has been released into the Zoho CRM inventory modules (Quotes, Sales Orders etc), when will the send with Zoho sign extension be updated to allow the use of these templates? This is already possible in other modules,
e-invoice
how can I integrate with the portal of e-invoice in Egypt
Retrieve numbers from multi-fields & multi-lines lookups for calculation
Hello. I have a form with 2 lookup field that are multi-fields for ease of choice by the customer : First lookup (SUBSCRIPTION) looks like this : Montréal - Thuesdays - $600.00 (only one choice possible) Second lookup (OPTIONS) looks like this : Eggs
Creator scheduled Deluge repeatedly failing - unable to replicate error manually
I have a scheduled workflow that runs every morning to bring in data from another system and check for updates. I'm seeing in the error logs that it fails : Error details: Error in executing SYSTEMNAME Update Error at line : 23, Invalid collection string
Evaluation of workload and complete data transfer
Hello, not all comments on our posts are transferred to Zoho Social and if they are, not all of them are converted into tickets. Basically, it seems that the API between Zoho and Meta is not working smoothly. Even if all comments ended up in Social, we
Power of Automation: Automatically Archive a Project after 60 days from its completion.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Zoho Payroll - UI taxes
How can I change my UI tax rate in zoho payroll if previously exempt? There is no change link located next to the exempt status like there is for other parts of the taxes in payroll.
integrate Zoho Cliq with Cht GPT
Hello I am currently trying to integrate ChatGPT with the bot I created in Zoho, but I have encountered several issues. Despite following various online guides and using different codes, I am unable to get the integration to work as expected. The codes
Formación de Zoho Creator en Madrid - Desarrolla aplicaciones personalizadas low-code
¡Descubre el poder de Zoho Creator! Únete a nuestro Creator Roadshow y aprende a construir aplicaciones personalizadas sin necesidad de ser un experto en programación. ¡Ideal para principiantes y usuarios intermedios! Zoho Creator es una plataforma de
Announcing the deprecation of a few capabilities within Feeds
Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have deprecate the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records With
Bigin Inventory Books Integration For Items
Hello, Can Bigin directly integrate for items sync with Inventory or Books? I don't want to use Flow, it's clunky. Thank you
Zoho Creator Usage Details for 11 Sep 2024
Hello Support, I want to get the usage details for Zoho Creator for 11 Sep 2024.
HELP IN GETTING MY ACCOUNT ID
im using zoho api , im trying to apply the steps to send email via endpoint : /accountid/messages but for that i need to get account_id by using zohoid , im trying that but the result is : resulted in a `404 Not Found` response:\n
{"data":{"errorCode":"INVALID_OAUTHSCOPE"},"status":{"code":404,"description":"Invalid
Chat Box for Webinars
From reading previous posts, it sounds like it was a design decision to not have the chat box feature in Webinar. As I understand it, the rationale is that a webinar is a one to many presentation whereas a meeting is a more collaborative event. I'd like you to reconsider having chat box as part of the webinar. The way we do webinars is we have the person(s) talking and we also have a co-organizer who acts as a Producer and interacts with the Q&A. Our attendees keep trying to use the Q&A feature
Problems with the address book
Hello First, when you create a massege and start entering a name, it displays a mailbox that no longer exists (the icon displays the words "organization"). Moreover, I checked, it is not in the address book (including by organization). Second, there's
Dashboard into New Workspace
I created a dashboard in my current workspace, but due to access issues, I need to transfer the dashboard and all associated reports to a new workspace. How can I do this?
Alias Email Id already exists
Hello! I just removed 3 users on my accounts then create 3 alias with the same names, but always got "Email alias already exists" error. Can you help me solve this? Thanks!
[Webinar] Automate sequential follow-ups with Cadences
Hi there, Any sales process warrants a lot of follow-ups with potential customers. And most of the time, each of these follow-ups is dependent on when the last one was done, or how it was received, right? Naturally, the onus of these decisions falls on
How to Sync data on Table in shorter period
Hello there, Currently, the time frame on data sync for MSSQL tables I have created is 3 hours. I would need a shorter time frame for my data to sync to enable my reports to be rendered real-time. Kindly advise. Thank you.
Problem mentioning a user in Zoho Desk API
Hello ! I would like to ask for help. I'm trying to make a request to the Zoho Desk API, URL: https://desk.zoho.com/DeskAPIDocument#TicketsComments To create comments and would like to mention a user, according to the documentation you need to send zsu[@user:{zuid}zsu
Zoho Outbound email rate limited.
Hi, A staff member sent through an email to the customer's hotmail account and we received the below error. Original-Recipient: rfc822;customer@hotmail.com (changed for privacy) Final-Recipient: rfc822; customer@hotmail.com(changed for privacy) Status:
Customer Feedback receive via API
Hello Support Team, We are looking for the customer in our site to rate the support agents after ticket closure in our platform instead of mail. Is there any API that will help me to post the link with the message of the Customer Feedback Screen where
Adding task to multiple project
Hi We are an accounting firm and every year we need to create task to all of our project to add the same task by search criteria . I can not find a way to taks to multiple projet thanks CD
Desk API Downtime
Ever since I started using the Desk API I have seen extremely frequent downtime. Every 15-60 minutes we receive a response from a Desk API call of: Zoho - Temporarily Unavailable Our service is temporarily unavailable. We are currently working to restore it. Why is the API so unreliable? What can we do to fix the stability of the API?
Zoho Form - Image Uplaoded in Zoho Form can't open the link on sheet.
Can someone help me with this, I upload image in Zoho Forms but I can't use/open the link when I click the link It's showing error.
Zoho Writer Desktop App
Hey there, writers! Have you tried our desktop app for Zoho Writer yet? Say goodbye to signing up or signing in. With our desktop app, you can dive straight into creating and editing local documents, including MS Word files. Writer Desktop App Highlights
6500 Error when updating task status
Hello, I am trying to update the status for a task via the API. The response I get back is the following: { code: 6500, message: 'Status and % completion cannot be updated for tasks associated with blueprint' } The endpoint that I am using is: POST /portal/[PORTALID]/projects/[PROJECTID]/tasks/[TASKID]/
Tip #25- Enhancing security with confirmation prompts for remote sessions- 'Insider Insights'
Hello Zoho Assist Community! This week, we’re discussing how to enhance the performance of your remote sessions while ensuring security and transparency. In remote support sessions, ensuring your customer’s security and consent is crucial. One effective
Email Service Issue After Hosting Change
Dear Zoho Support, We have recently changed the hosting for our website "almusairiey," and now our email service is no longer functioning. We kindly request your assistance in resolving this issue. Thank you very much for your support. Best regards, Mohamed
Microsoft Office Files
Hello Everyone, Why when we try to edit or save any Microsoft Office file [Excel, Word, etc.. ] Located through WorkDrive TrueSync, I receive is not responding error freezing from the file it self and the work drive create a new file in different name
How to Synchronize Zoho Campaigns Contacts (API) with an External Database?
I am using the Zoho Campaigns API (https://www.zoho.com/campaigns/help/developers/list-management.html) to manage user subscriptions, including subscribing and unsubscribing users from lists or topics. I need to know how to retrieve a comprehensive list
Clickable url in Zoho Desk ticket
Hi, I've the following code: mp.put("subject","Controleer het nummer van " + bedrijf + ""); mp.put("channel","Automatisch gegenereerd"); mp.put("description","Zie https://crm.zoho.eu/crm/org2XXXXXXX/tab/CuXXXXXXX/"+ Id + " voor afhandeling van dit ticket");
Error message when changing plan
Hi, We are changing plans on a customer but get the following error message when clicking "Continue" - Invalid Element tds_override_preference any quick help would be very appreciated.
Text Tags owner in Zoho Sign
Hello, I am using Text Tags for a document in CRM, I need to complete some details on the document before sending it via Zoho Sign. I have used the text field tag. Is a way to set the person who is updating these fields as the user? When I am editing
Next Page