Link Purchase Invoice to Customer
Hi When I enter an expense, I have an option to link the expense to a customer but when I create an invoice I don't have that option. Can you please let me know if there is a way around this. Many Thanks Nick
how to collapse gantt view automaticaly in projects?
Hi guys, in gantt view projects are always unfold into all subtasks (see screeshot). Is there any way to automaticaly collaps all milestones
[Bugs] Various errors in the API
1: See image. My calendar is called: "Kalender für Homepage". I have 2 test calendar entries in it. E.g. "test-voll-titel". If I now edit a calendar entry, the calendar name is changed and not the calendar entry. New name: "test-voll-titel-NEU" Array
Add Bank Fees on mobile app when multiple payments already exist
Hello, I noticed that if a bill already has a partial payment attached to it, you cannot add bank fees to a new payment. This is only in the mobile app. I have attached a screenshot. I don’t understand why the options change when there is another previous
Subform data not fully sync to Zoho Analytics
Has anyone faced the same issue? I have a form called Production Order, with a subform called Actual Consumption. The sync status is successful. Looking at the table: Production Order_PO Actual Consumption Info I have tried using the PO number or the
No generated refresh token
https://accounts.zoho.com/oauth/v2/auth?scope=ZohoSubscriptions.customers.ALL,ZohoSubscriptions.subscriptions.ALL,ZohoSubscriptions.invoices.ALL,ZohoSubscriptions.products.ALL,ZohoSubscriptions.plans.ALL,ZohoSubscriptions.addons.ALL,ZohoSubscriptions.coupons.ALL,ZohoSubscriptions.hostedpages.ALL,ZohoSubscriptions.payments.ALL,ZohoSubscriptions.settings.ALL,ZohoSubscriptions.webhooks.READ&client_id=client_id&response_type=code&access_type=offline&state=billing&redirect_uri=redirect_uri
How to list all soid of all environments(including Sandbox ones)
Hello, I am trying to use the self client credentials flow(https://www.zoho.com/accounts/protocol/oauth/self-client/client-credentials-flow.html) for the Zoho CRM and the request to get a token requires an soid. However, I do not know how to get the soid
Invoice from Deal
How do I create an invoice to Zoho Books from a deal at Zoho CRM? I need my invoices to be connected to my contacts AND my deals.
CRM Calendar and Two-Way Sync with participant calendars
We use CRM Calendar to schedule health care appointments, which are often re-occurring. When an appointment is deleted or changed in CRM, the client's calendar is not updated. This leads to clients receiving appointment reminders for deleted and canceled
Portal Owner Notified of all Activity
I'm the Zoho Projects portal owner for our company. It seems that, by default, I am made a user on every project, which means I am being notified of nearly every post that is made. Is there a way that I can remove myself from projects that i'm not associated with?
Export / print timeline feed
Can you provide an option to export / print the timeline activity tab in a pipeline ticket . Sometimes we need to provide a customer the history of their ticket and it will make it easier to send to them
Using Conditional Formatting in a Pivot Table (Zoho Reports)
Hi When will Conditional Formatting be available on Pivot Tables? Also, will we be able to format a column by comparing it to a value in another column e.g. If Service Level >= Target, Then GREEN Else RED Thanks, Sheila
Calculating Time difference between fields Question
I have two date and time files and I would like a third field to be a formula field that calculates the difference and displays it in a simple manner... Any ideas? coolass
Zoho Sign - Links in Template
Zoho Sign allows you to put links in templates. When the sign document comes through, they are coloured/underlined as you would expect for a link. Sadly, you can't actually click the link from within the sign document. Please can you (ideally) allow links
Does Zoho Books allow for capturing sales without an invoice?
I received commission payments without submitting invoices. Is there a way that Zoho Books (or other product) can support that business model?
Delay in campaign sending
Is anyone else seeing a delay in campaigns reaching contacts? It seems to happen intermittently but hasn’t been an issue until the last few months. For example, I scheduled a campaign to be sent on Thursday, July 25th, at 2:00 PM, but I received 40 out-of-offices
Replying in Bigin to an email that was sent to Bigin via a 'Contact Us' form
The following is what I would describe as a normal expectation of a CRM: 1. A form on a website (e.g. a 'Contact Us' form) is successfully completed and submitted by a visitor to a website. 2. The form data is received by the CRM as an email. 3. In the
Converting Date data type field to Datetime data type
I'm trying to convert the value of a CRM field that is of Date data type to Datetime data type to be able to create a Meeting event from a Deluge script, but I keep getting this error. I have tried applying toDateTime() to the variable and specifying
Can I Hide/Show fields based on user ?
Hi, Can I show / hide fields depend on user ? Thanks
Mass export of record templates
I have a Creator application that basically takes a published form submitted by the public, generates a record template pdf, then attaches it to an email that gets sent to both the person who submitted the form, and to someone in my organization. This
In zapier get lookup field as string.
I am trying to Zoho with Zapier. I am setting a filter on a lookup field. But look field showing a record id instead of actual string value, so in Zapier i am unable to match value for the filter. For example in filter:- if look_field_name = some_string then add record to google sheet.
on integration zoho creator to zoho books for transfer the data creator to books in items module , how to push the unit field (lookup) data(name) zoho creator to zoho books in (Unit field) . Pleas
Resolve soon
Establish shifts per day
Hi! I want to establish two shifts on different days. The idea is that from Monday to Friday the shift is from 09:00 to 14:00 and on Tuesdays and Thursdays the same person also has another afternoon shift from 16:00 to 18:30. How do you do that in Zoho
MX records not pointing to Zoho error - Network Solutions
I'm having a problem connecting my zoho mail to my network solutions domain. I have followed all the instructions from zoho as to how to modify the dns settings in network solutions however I'm getting this error message: The MX Records of your domain(s)
How can I reiniciate my email service.
Hi my name is Alain zoho id 658282539 can you please tell me how to reinstate my email. I moved from zoho one, to zoho email but the service was not working since 22 may 2024 Kind regards
Circular Math Calculation Formula
Hi i have a need to do a rotational calculation between a set of values FOr example Lets assume the below values assigned to the Location Location-A= 1 Location-B=2 Location-C= 3 Location-D= 4 Location-E= 5 IF I PASS a query asking : what is the distance
Wizards for inventory modules and more
Dear all, We're delighted to make a quick announcement about impactful updates related to wizards. Thus far, Wizards have streamlined CRM data entry across key business modules like Leads, Contacts, Accounts, Deals, and Custom modules by segmenting extensive
Display attachment(s) in client portal and emails
I need to set this via the api but can't find any documentation on it. I have tried "can_send_in_email" but this doesn't seem to work, a clue please guys ? var updateArray= { "customer_id": InvDetails.custID, "invoice_number": InvDetails.InvNumber, "template_id"
What's New in Zoho Expense: May - July 2024
Hello users, We're back with the latest set of features and updates in Zoho Expense, aimed at improving your expense and travel management experience. This update includes a Per Diem Calculator, a feature to track your loyalty programs, and other enhancements
Add a Contact to multiple accounts
How can I add a contact to multiple accounts? We have several clients that own multiple businesses that need to be seperate accounts, but have the same contact. Moderation Update: We have a separate post capturing the feedback and votes for this feature.
Can't access email account because of verification
Hi, I just created a new email domain but am unable to sign into the email because it's sending the verification mail to that same email I'm trying to open up. I can access my control panel with my registered gmail account but when I try to sign into the email with the new domain address it won't sign me in and it keeps sending the verification mail to that account. Is there a way I can login? It's Friday and I won't be able to get phone support until Monday. Thanks in advance!
IMAP not working - URGENT
Hi, I have a 7 year old Free Zoho Email Address that I've been accessing via IMAP all this time. This morning I'm getting the message "Server says " You are yet to enable IMAP for your account."" Please help. TIA
UNSUPPORTED_MEDIA_TYPE when using the end point /sendReply
Hello there, I am trying to do the following in a custom function: 1. render template 2. add information to template, which I can't configure directly in template (placeholders are not offered) 3. send template as ticket response Unfortunately I always
Restrict and Enhanced Agent View Management in Zoho Desk
Dear Zoho Desk Support, We are writing to request an enhancement to the agent view management feature within Zoho Desk. Currently, the platform lacks granular control over agent views, limiting an administrator’s ability to streamline workflows and ensure
issue with invokeUrl getting 7213 while it's working on Postman!
Hi, I have an issue when trying to invokeUrl for zoho api, here is the code : { dataFormat = "dd/MM/yyyy HH:mm:ss"; Intime = '16/06/2021 15:06:50'; emailId = "x@x.x"; empid = 3; testparams = Map(); testparams.put("Authorization","Zoho-oauthtoken 1000.xxxxxxxxxxxxxxxxxx");
Audience based on cookie
Hello, How can I a/b test a page based on a cookie value present in user browser?
How to share tickets automatically between departaments
I have a problem where an agent opens a ticket to another department, which he does not have access to. This lack of access means he cannot send emails or see the tickets on behalf of the technology department in this instance. When he opens this ticket,
Missing parameters in Zapier app for "Zoho CRM"
Hello, I updated the Zoho CRM app in Zapier to the latest version (31 July 2024). There are some changes in the Zapier app "Zoho CRM" now. When I want to create a new entry in Zoho CRM in the "Notes" module, there I can no longer choose a parent module.
Coql Query By Date
I try to get records via the Coql Api it works fine since i try to have a date in the where clause like this select id from Contacts where First_Name='Franz' AND Last_Name='Müller' AND Date_of_Birth='1986-2-2T00:00:00' The field is defined as date Can
Implement "Run This Module Only" Functionality in Zoho Flow
Dear Zoho Flow Support, We are writing to request an enhancement to the workflow testing and debugging capabilities within Zoho Flow. Currently, the platform lacks the ability to isolate and test individual modules effectively, hindering workflow development
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