Zoho Finance Limitations 2.0 #11: Zoho Flow > CRM Zoho Finance Module ... error saying Module not supported via API
I'm trying to create a flow where I add a note to the CRM Finance (Sales Order) module after a flow is triggered. Scenario When a package is shipped via Zoho Inventory I want to add a note to the related CRM Finance record to Sales Reps can see details.
Is there a way to sync Google Drive and Zoho Workdrive?
I don't want to migrate from one to the other, I want them to sync on ongoing basis.
Does Zoho inventory support multiple locations in warehouse
Hi, I am a wholesaler. Our warehouse is divided into multiple locations( apprx 10ftx10ft size) and we store SKUs ( many) in each location. Currently, we track this in excel sheet. Our warehouse people give given location details of a particular product
WorkDrive Folder Name instead of Folder ID possible?
I'm trying to make Flow send an email when a file has been updated in Zoho WorkDrive. My problem is on the insert variable, "Folder" is actually ${trigger.workspace_id}, which looks something like "e123456789123456789123456789" Is there a possibility
Workflow for serial number items
We do not enter serial numbers for inventory because we do a lot of on demand orders and shipping. However when processing an order we do need to enter the item serial numbers for those which have a serial, and enter the tracking information. I turned
Getting a date-time field and returning just the time in a different format
I'm currently trying to write a script where it grabs a date-time field, reads only the time, and changes the time to a new time from a time field. So far this is what I have: eventTime = rec.Start.getTime(); eventTime = eventTime.toString("yyy-MM-dd","HH:mm:ss");
Attach Custom PDF to Recruit
Hi, We have an integration with Zoho Recruit and on submission the system stores the filled form straight into recruit, using the integration. Is there a way to store the Custom PDF in Recruit instead of the Default Template? What am am trying to achieve
How to Link existing Contacts with existing Accounts.
Hello I have Contacts and Accounts already in ZohoCRM that I need to link together. How do I do this. PLEASE NOTE : The Contacts and Accounts are ALREADY IN ZohoCRM. Every answer I've found in here for this questions refers to Merging as they are imported.
What is the best way to manage inventory when an item is purchase in Kg but sold in multiple options such as 0.25kg, 0.50kg, 5kg etc?
Hello, I am trying to understand what is the best way to manage the situation described below: Lets assume the item we sell is Onion which we purchase in Kg (Kilo Grams). Now, on our front end website, we want to sell variants in 0.5kg, 1.0kg, 2.0kg,
Zoho Forms - Clients to upload documentation
Hi there I am wanting to please find out whether or not leads / clients are able to upload their own documentation through Zoho forms / Zoho CRM. We have a product which requires personal information such as identification and proof of residential address to be sent to our agents in order to complete the sale agreement. Can the form be embedded onto the website or is there a link a client can follow in order to upload their required documents, and which will "attach" these documents to the clients
Zoho Flow - 'Filtered' issues
I have built a flow between Sprints and Aha - it was running successfully and still runs successful in Test mode but when turned on now 'filters' all executions. I have tried multiple changes - the trigger filter is a specific Tag which was working before
IMAP Access to Zoho Mail
Hey Folks! I am not able to send/receive IMAP messages through any mail clients on my ISP (a Canadian outfit called V-Media), using a Kasda DSL router. It affects any wired or wireless devices connected to the router. Certainly it appears to be an issue
Tip #27- Enhancing remote support: Using the technician info box for better protocols in Zoho Assist- 'Insider Insights'
Hello Zoho Assist Community! We love helping you make the most of Zoho Assist by sharing valuable tips and best practices. This week, we’re focusing on enhancing the effectiveness of your remote support sessions.Imagine your IT support team frequently
Insights Tracking Links reported as unsafe
Hi, We are having an issue with hyperlinks within email templates. Zoho adds the tracking links where we have created hyperlinks to sections of our website and then when these are clicked within the received email users are being shown a "This site has
How to set user with admin role not to get weekly summary
In Book we have the super admin and 4 admin. We have set the preferences to send the Weekly Summary Report. However our accountant (also an admin) mention this summary can onl be sent to her and the super admin. How can I make sure that the 3 admins don't get the report ? I thing I could set up a role that has the same permission then admin ? Do you see another way ? Regards
How to know How many devices connected to my IMAP/POP email account ?
Hello, I want to know How many devices connected to my email account via IMAP/POP. Can you guide me ? Thank you.
WebHook Button
Quiero crear un botón para reportar Facturas a mi equipo, ejemplo del Caso: Quiero que al presionar el botón en una factura, envío los datos siguientes: Número de Factura, Nombre del Cliente, Fecha de la Factura, y si es posible la URL de la factura esto
Mac Outlook Plugin
Is there a plugin for using zoho calendar with outlook on Mac
Forms API - API Limited Exceeded
Hello, I have a problem with forms API in Zoho People, it returns only 200 row I got this error 'errors': {'code': 7021, 'message': 'Maximum record limit 200 is exceeded Is there any solution for this? Best Regards, Esraa
How to download/save emails as PDF
Hi, I can't figure out how to export/save my Zoho email trails as PDF files. I can "print" an email at a time, but it doesn't seem to capture a long list of back and forth emails, just one at a time. How can I save all of the emails into one PDF easily?
Using Custom Modules In Zoho Billing to Recreate a Zoho Creator Automation?
Hi Everyone! A while back I created a custom hook between Zoho Billing and Zoho Creator that, when a new subscription starts, send an email with a link for them to fill out custom fields. It seems like this is possible with Zoho Billing Custom Modules,
IP address listed as abusive
Getting the error below when sending email to Gmail This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. ERROR CODE :550 - 5.7.0 Server
Unable to delete a blocked email address
I had a a list of emails that I blocked as spam. Recently I decided to clear the list. All the email addresses were deleted except for one: oqazv7lqse22ul/9fwbd/g==_1131635298216_sjodpoefeemvkdsuupqfdq==@in.constantcontact.com When I try to delete it
which imap settings are correct?
Hi All I have some conflicting information. The previous imap server address i have been using is imap.zoho.com However, when I look at the Zoho config settings page, it sates to use imappro.zoho.com. which imap address is correct to use? Thank you
email is sending like a snail
Guys The email is sending very slow like a snail Anyone having the same issue?
Can't Contact ZOHO Mail
Why does ZOHO make it impossible to find a way to contact them?
photos in forms
Is it possible to upload or make photos in forms with my mobile or tablet? I want to do inspections with a form and i want to make pictures of findings. thanks for the answer
Import Gmail Account to Zoho Mail (My domain)
Hi There I did purchase zoho mail for mydomain mail but when I try to import cloud it says to upgrade again. There is only ONE email in the account. that is mydomain mail and I want import gmails to that. I need to import Gmail mails as I told you ASAP
DNS Verification with Hostgator
Hello Team, So we are trying to switch mails to Zoho Mail and I am not able to get my domain verified in Zoho. My Issue is as below: We have purchased domain from Godaddy and currently host our mail & website from Hostgator. Now as far as I have understood
Fill subform with Zapier
Hello, I am using a Subform for a deal, so our marketing team can add several products and custom prices to the deal, which works fine: But I want to use Zapier to automatically populate that subform as well, but I can't get it to add the details. Usually
Tasks Duration Totals
The tasks list view should have a summary row at the bottom that adds up the total duration of the tasks in the view. Also, I need a section on the Project View that adds up all the task duration and shows a total.
Trigger Zapier on Zoho Form Approval
Hello, I am wondering how I can have Zoho only send the API trigger to Zapier when a form is completely approved. I checked the approval settings, and I selected only proceed with integrations once form is approved. However, Zapier is still triggering
I cannot create groups in Projects
Please help ASAP. How do I add groups to projects as this shows: https://help.zoho.com/portal/en/kb/projects/projects/project-operations/articles/project-groups#Create_a_project_group If it is a specific level of authority in Zoho One, what status is
Any way to change staff based on form answers?
As far as I can tell this isn't possible with the way Bookings is set up but I'm curious if others have found workarounds. We basically have a form that let's people say they are interested in talking about Product A, Product B, or both. We have dedicated
Shared Tasks Remaining from a Deleted User
Hi There, I have some tasks in my "Shared With Me" task screen, which a deleted company user assigned. Would you happen to know how we can remove these ancient tasks from my panel?
Introducing accessibility personas for an inclusive Zoho Desk experience
Dear Zoho Desk users, As part of our ongoing effort to make our platform accessible and user friendly to people from all walks of life, we have taken another step in alignment with the Web Content Accessibility Guidelines (WCAG) to provide a positive
More Emojis?
Dear Zoho ~ Would it be possible to add more emojis to Zoho mail, both desktop and phone app versions? Something similar to the variety that Apple or Google have? I enjoy using emojis in emails, as they can make conversations lighter, more expressive,
[Free Webinar] Learning Table Series - Creator for the Agriculture Industry
Hello Everyone! The Learning Table Series is a free monthly webinar that runs for around 45 minutes. It's offered to our Community users and aims to provide a dynamic learning experience by demonstrating how Creator can be used as a solution for various
Problem with record summary send mail inline
Hi guys, I'm having an issue with multiple elements of a record summary not showing up when sending as email inline. [ from :zoho.adminuserid to : SUrec.Email subject :"We value your feedback" message :"" Attachments :template:Send_feedback_email as Inline
Agent image not showing up in Desk
Hi, the image of the Agent is not showing up in Zoho desk to the users, see screenshot. Although, there is an image added to the agents profile the privacy setting for the profile image is set to "everyone" under account settings. See screenshots attached.
Next Page