LinkedIn is retiring Basic (Free) Job Posting support for Staffing Agency users
Dear Zoho Recruit Users, Due to a restriction imposed by LinkedIn, Basic Job Posting support will no longer be available for staffing agencies, effective August 2024. Keep in mind that Corporate HR edition accounts will not be impacted by this restriction.
PROBLEMAS LA VINCULACION DEL DOMINIO
hola buenas tardes hoy estoy tratando de crear mi registro y no me deja conectar el dominio me dice que el dominio ya está vinculado a una cuenta y la verdad no tiene conectado el dominio a ninguna cuenta tengo acceso al hosting y cpanel que se compro pero al revisar los dns estan apuntando al mismo hosting del panel del proveedor del domini ... como hago para poder crear la cuenta con ese dominio, incluso cree un registro pero no me deja vincularlo el dominio es integrasoft.co agradezco me ayuden
Account Cancelled & Deleted on Auto Renew...!?
Account of 8 years set on Auto-Renew suddenly CANCELLED & DELETED. Email alerts sent said the credit card information needed updating; however, I contacted their support a year and half ago (December 9, 2022) and they assured me the credit card was updated.
Urgent: Transferring Zoho Analytics organisation ownership and migrating Workspaces
Hi, we have quite a complicated issue to explain, so please bear with me as we urgently request support on it if anyone can please help us. Our contact at Zoho Analytics is on leave today so I'm really hoping someone here can help with the answer in their
Tips and Tricks #31: Create custom shapes using Boolean operations in Show
Hi all! We're back with another Tips and Tricks post for you all. In case you missed our previous post in the Tips and Tricks series, you can find them here . Want to create design elements within your presentation slides without using any external
Direct Assignment rules problem
Hi, I transferred one of our address to zoho desk so it create a ticket. (this part works) Once arrived, I want the ticket to be assigned to one of our teams. So I created a direct assignment rules. Does not work. Where I did wrong? (see screenshoot)
Force Record to Exit Blueprint
Hey friends! We have a blueprint set up for our Deals module to force certain stages after a deal is in a "Demo" stage. After it's in demo, either a salesperson must select "Demo Complete" or "Demo Not Held." Both of these timestamp a date for us where
Configuration Manager Malware Detected Alert: Malware detection alert for collection: All Desktop and Server Clients
Hi all, today we are getting numerous, concerning anti virus alerts regarding the following: System Center Endpoint Protection has detected malware on one or more computers in your organization Collection name: All Desktop and Server Clients Malware Name:
HELP! Re-Order Blocks on Report Detail View
Is there any way to simply re-arrange the order of the blocks on a record's detail view? I'm showing that you can re-arrange the FIELDS however you'd like, but the blocks can not be re-arranged. This is a VERY BIG MISSING piece. Any possible update coming on this?
Dear Support, Please provide a detailed procedure to create a report on how to identify and analyze fast-moving, slow-moving, and high-profit items within the Zoho software platform. Group wise or i
Dear Support, Please provide a detailed procedure to create a report on how to identify and analyze fast-moving, slow-moving, and high-profit items within the Zoho software platform. Group wise or item-wise for the given time period.
Forward email from Outlook 365 to Zoho Desk
Hi everybody, I have a problem with the forward of email to Zoho Desk. When I receive a mail from a customer, I try to manually forward the email from desktop Outlook 365 to Zoho Desk to open a new ticket. I have this configuration active in Zoho Desk
Mandatory Sales Person field
Not sure if this is new or if I've just missed it before, I did make a request quite a while back.... Sales person can be made "Mandatory", though it's not in the place I'd expect it - in General preferences, next to "Add field for Sales person" ! It
VAT is not getting deducting by auto
I have updated my ZOHO Books with VAT details but when i process for making quotation, it is not showing there. I mean the system does not show any VAT deduction which is 5%. Can someone guide me how to solve the issue. Thank you.
Chart of accounts & accounts
Is there an option that when I change the language it changes the account names as well so that I can generate accounting statements (Chart of Accounts - Trial balance) in two languages (English and Arabic)
Retainer Invoice with Tax and QR code
Hi I am from Kingdom of Saudi Arabia. Many of our customers require the Retainer Invoice/ Advance invoice along with Tax and QR code. Unfortunately ZOHo books dont have the same at presetnt. Can anyone let me know how can be done.
Linking an accounts from chart of accounts to invoices/bills
Whenever i make a sales invoice, the journal entry shows inventory account as debit instead of cost of goods sold as debit. How can i change that? please help
In-person Zoho User Group Meetup: Master User-Friendly Business Processes with Zoho CRM (August 2024)!
Hello, Zoho Community! Calling all Zoho users in Australia and New Zealand! Building on the success of our previous meetups, we're excited to announce the August 2024 Zoho User Group (ZUG) Meetups, focusing on "Setting Up Tailored User-Friendly Business
Choose necessary Deal fields during bulk lead conversion in CRM
Module: Leads Editions: Standard edition and above DCs: All Release plan: This enhancement has been rolled out to all users in AU, JP, and CN DCs for all supported editions. Soon, it will be released for all users in other DCs as well. [Updated on 26
Kaizen #13 - Bulk Write API
Hello everyone! Welcome to yet another post in the Kaizen series. This week, we are going to discuss the Bulk Write API. What is the Bulk Write API? The bulk write API allows you to insert, update, and upsert records in a module in Zoho CRM in bulk. The primary difference between the bulk write API, and the Insert, Update, Upsert records API, is the number of records that you can handle. While you can insert, update, and upsert, only 100 records via the Insert, Update, and Upsert Records API per
Error setting up email relay - AWS SES - 554 Message rejected
Hi, I want to use AWS SES to send emails and for this reason I am setting up email relay in Zoho CRM. But when trying to configure new server I get this error: 554 Message rejected: Email address is not verified. The following identities failed the check
Is it possible to create a template to incorporate data in a custom module
I have created a module for application briefs/use cases with our system. I wanted to pull the data into a template to print or to send to prospects. I tried to do mail merge or inventory templates, but it doesn't allow me to access my new customer module. It will allow access to the module for an email template. Thanks,
Project name field permission
Hi! I suggest adding field level permissions for the Project name. Our use case is that users should not change the Project name (even if he/she is the owner), as it is set during project creation (by a script) and should not be modified. Thanks!
Custom Apps Integration with Creator App doesn't work properly anymore
I have a self-developed custom app (Creator app) that I have integrated since a few months via the Setup/Zoho/Custom Apps integration. Additionally I display a related list in a standard module (Deals). Since today it doesn't work anymore. It suddenly
TAPI telephone
We are going to use a VOIP telephony system and they asked for TAPI. Does Zoho crm support TAPI?
Sending generic preliminary emails from PO's / Quote's module without attachment
Hello, A request to be able to send generic emails from Quotes and PO's module in case you need to build a conversation history prior to sending PO. Example: 1. I generate a PO and put it in "RFQ" status, initially setting price to an estimated value,
Notes Partial Save and Partially Disappearing - Intermittently
I am having an issue with the notes partially saving, sentences being cut off. This happens mostly when I use TAB>ENTER to quickly save the note, but also happens sometimes when I use mouse to click Save. And I know for sure that the Note is saving because
Importing subform data from Zoho CRM into Zoho Forms
Zoho Forms has the ability to map subform data into a subform in the CRM upon submission via the integration feature, but there is no way to import that data using the CRM lookup tool to populate the form in the first place. Subform fields do not show.
How many Canvas rules can I create?
We'd like to know the number of canvas rules that can be created in Zoho CRM. I'm sure there is a limit but I can't find it listed anywhere. Use Case: We're trying to create a Custom List View Canvas that displays the weeks of the year. We'd like the
Product groups in template
is it possible to add product group title for products and subtotal each group, this is how i want to format my templates:
Voici Zoho Apptics : La solution tout-en-un d'analyse de vos applications
Le monde hyperconnecté, fonctionne grâce à l'internet, où les applications mobiles occupent la majorité du temps d'écran. Plus de 90 % des individus préfèrent utiliser des applications mobiles plutôt que des sites web adaptés aux mobiles, et le temps
Form Submissions in body of email
Hi When adding the form questions to the body of the email, it only works when you select all questions so the information will look like this But if you only select certain fields, it looks like this Can anyone help please
Raising of hands - whos next
I would like to see if there are a number of people who raise their hand in a meeting, that the hand include who's first, second etc. This should change as #1 is dealt with, #2 is promoted to 1 etc. IS this possible?
Email sharing with IMAP in Zoho CRM
When setting up an IMAP account there is the option for 'Custom Record-Level Sharing Let me choose which customer emails to share with other users.' Where and how do I choose which emails are shared?
Global Picklist in Zoho Books
I have recently had a situation where it may be useful to categorise revenue and expense based on where they were generated in the business. Kind of like a "cost code". Ideally this would be a custom picklist field which could be selectable on most books
Social Media Simplified with Zoho Social: The need for a social media approval process
Picture this: It's a regular day as a social media marketer in your agency, and you are about to publish a post for one of your clients. You start drafting the content, and it's LIVE! A few minutes later, you start receiving the following comments. "Is
Flag or prevent overspend on Purchase Orders
When using Purchase Orders the system will prevent you from raising bills which have a quantity greater than the respective line item on the Purchase Order. This is great! However, if the quantity is correct but the amount (cost) is increased, the system
Reporting on who booked a meeting
Good afternoon, We're using Analytics to pull data directly from CRM. One of the reports I'm trying to create is a 'Booked By'. In Leads we have a 'Meeting Date' (Date/Time) and 'Booked By' (User) field, which we use to generate a report on all meetings
Adding chapters to existing courses
Is there a way to place lessons in chapters after they have been created? I It seems that you have to add chapters in advance at the point of course creation, but how do you add chapters into existing course, or for example, if a course grows over time
Getting ZUID with Flow from Zoho One
When using the app action "Fetch User" for Zoho One I can see that it brings back a huge amount of data, however I really want to access the specific value ZUID. This option isn't available in the "Insert Variable" section for Zoho One when trying to
Time log help.
Good day everyone, We plan to use Zoho People to keep track of time for our employees. We ran into issue with the time log form as it’s pretty basics and can’t seem to add any fields to it like you can in most every other module/service in the zoho eco
Next Page