how can I delete completed tasks?
Occasionally I am using ZProjects as a simple to-do list manager for my personal tasks. From time to time I'd like to delete my completed tasks in this project to unclutter my todo list and for reasons of data privacy. How can I achieve that? When I go
Trying to add mailing list signup for to Facebook
Is there any way to reset the reset the Facebook Campaign integration so I can start over? I was able to get my Zoho account associated with my Facebook page, but I think I needed to give access to all the permissions, because I left one deselected (off)
Converting Calendly event time to Zoho CRM date/time
I have a flow to update a date/time field when someone books an appointment in Calendly. I need help converting the date/time from Calendly into a format Zoho CRM understands. It currently comes from Calendly as: 2024-06-28T16:00:00.000000Z I need it
Introducing plagiarism checker in Zoho Writer
Zia, Zoho Writer's AI-driven writing assistant, now highlights plagiarized and duplicated content in addition to offering contextual grammar and writing suggestions to help you write clearly and concisely in English. Zoho Writer's plagiarism reports Here
Multiselect Pick List items not showing in CRM data fields
I'm creating a Zoho sheet and using the Data Connection to connect to the CRM. This is working well except for a couple of fields that do not show up in the data connection field list. The two that are not showing are listed as "Multiselect Pick List".
Can you add a "Follow Us on TikTok" task?
Thought since they're all just links to external social media pages and points are rewarded on honor system that adding this TikTok would be pretty simple?
Zoho Flow RSS Trigger action showing error
Hello, I am trying to set up a workflow to be triggered by RSS action. However, the RSS URL field is showing an error and not allowing me to proceed with the workflow set-up. Note; This URL works in Zapier.
Improvement to Mail Sending/Receiving
Hello, I had switched from Zoho Mail because I was experiencing a lot of issues with emails I was sending ending up in SPAM. I have since switched to Microsoft Outlook and have had a better experience with emailing going through and less SPAM issues.
PLAN
Hi when i opened zoho, i saw that 1 email user is only $1.25, im trying to add a user but now is costs $12?. can anyone assist me onthis?
Zoho Flow won't save
I am working on creating automatic itineraries on the Flow. Now, I have gotten my English templates and the flow to create this but I also have to create templates in Hebrew and I can't figure out how to make this save and run. I have a decision that
Plan General de Contabilidad para empresas Españolas en Zoho Books
Hola, Me gustaría conocer si alguien ha parametrizado Zoho Books con el Plan General de Contabilidad para empresas Españolas. Zoho Books por defecto vienen con unas cuentas contables que no son las oficias para las empresas Españolas. Sería interesante tener un fichero de importación con las cuentas oficiales y poder renombrar las cuentas por defecto y del sistema que usa Zoho Books asi como importar el resto de cuentas contables. Me gustaría saber vuestras experiencias al respecto y las limitaciones
How to track manufacturing / production and then retail for a small apparel brand
Hi, I have a small apparel brand where we make for example dresses. Most of the dresses are custom made and in very small quantities. Is it possible for me to use Zoho inventory to track manufacturing and retail. Should I be adding items and then making
Mutiple Suppliers for a single item.
My question is fairly simple. What is the best way possible to have a single product listing powered by multiple suppliers? For example, we get potatoes from several farms, but the customer does not need to know this information to make a purchase and
Sending Paid Invoice
I watched a video tutorial for Zoho invoice that had a checkbox on "this invoice is already paid" so I could record an invoice and send it without a payment request or a balance due. Is this feature available in Books? I can't find it anywhere. Video
Enhancements to ensure better email deliverability in Zoho CRM
Dear all, We're excited to announce a series of updates aimed at enhancing email authentication and verification processes across Zoho CRM and other Zoho services. These changes will help ensure better security, compliance with industry standards, and
Zoho Invoice
in Zoho books the number of invoices creation is limited?
How to add a lookup field with multiple values to a module?
Hello, I am trying to add a lookup field in the Campaigns module to connect a Campaign record to multiple Account records, just like I can add multiple contacts to a campaign, I would like the ability to add multiple accounts. How can I do that, or do
Email Alert when Task Log hours > Task Budget?
I've logged a ticket with support, but I thought I would also ask the community. Is it possible to generate an alert (ideally by email) when a task's work log hours exceed the task budget hours? I know there is a system setting to limit the work log hours
Avoid reopening tickets from 'Thank you' or 'Postmaster undelivered' messages
Hi, I'm getting several tickets reopened due to customers replying with thank you follow up emails and specially from 'Postmaster undelivered' since customers originally CC'd incorect email addresses and we accidentally reply to them when replying to
Contabilidad automatizada con Zoho Books en España?
Nos gustaría conectar con quienes usen Zoho Books automatizando la contabilidad y presentaciones con Agencia Tributaria Española, para compartir experiencias.
How do I connect Zoho creator Product Catalogue app to my Zoho Books ?
Hi I have around 200 products (items) in my Zoho books. How do I sync these to Zoho creator Product Catalogue app? I don't want to use export and import using .csv, .xls file as its won't sync the images and also I don't want to keep manually do it each
Insufficient Privelege to Access
Hi We are trying to bulk import contacts in Zoho Marketing Automation through our organization Anvil Tax Inc. however we are having problem bulk sending it. Please assist and see attached for reference.
Global Calendar - Projects mobile app - iOS (v3.8)
Hello everyone! In the latest iOS version of the Zoho Projects mobile app, we have added support for a long-awaited feature - Global Calendar. This feature displays tasks, bugs, milestones, and events across all your projects, providing you with a comprehensive
zoho crm
Im having some doubts in zoho CRM sales ,want to know about the full workflow of sales in zoho please assist me in this with schedule a demo session about zoho sales . Looking forward for your response.
Zoho CRM Client Portal multi domin mapping
I am a Zoho One user. Because I have placed multiple functions in the Client Portal, I want to set up two Portal URLs pointing to the same Client Portal. However, when I activate the second one, I encounter the error message shown in Pic 2. Pic 1. Pic
Problem With Journeys and Lead Page
Hi, I contacted support at zohomarketingautomation.com about an issue last week, but have yet to have a response. I have built a critical journey for our customers, but they are skipping the email, at least that's what ti looks like (there's no explanation).
Email template using HTML to format
if I copy the HTMLand paste into the editor- it just shows the html text. Some way I can get an html email with colored backgrounds, columns and images into a template? Or is it best to attach my email as PDF and let the reader choose to open the pdf
Sticky notes
This is at the bottom right of every web site. I don't want Sticky notes.I want to delete this icon and anything to do with sticky notes. As far as categories goes it's Zoho notebook. Thanks in advance!
Sorting in CANVAS view
I have a Canvas view created in CONTACT and COMPANY Modules. I have the related tabs set up but cannot Sort. Example: DEAL TAB has 12 deals n the example below. I want to have the option to sort by Created time or Event Name Is this possible and I need
Never miss a sprint meeting | Get instant Zoho Sprints meeting notifications in Zoho Cliq
Tired of forgetting your sprint meetings? Let's set up automatic notifications from Zoho Sprints to Zoho Cliq. What is Zoho Sprints? Zoho Sprints is an Agile project management software that helps dynamic teams plan, track, iterate, and deliver their
TEAMS
Desconfiguración de la aplicación Teams. No me permite acceder a la aplicación desde mi dispositivo móvil ni desde mi ordenador. Normalmente accedo desde el Outlook. No me aparece el emoticono "nube", desde donde solía acceder.
Import Email from Outlook
What is the process for importing emails from Outlook into zMail? How do I export the emails from Outlook and turn them from .msg to .eml and then upload? Or is there another process? Thanks, James
Video Quality
Hello Cliq Team. What is the video quality (pixels, fps) during Cliq video sessions? Thanks
How to customize task status to specific task?
Hi, I have the 'standard' 4 task statuses for most of the tasks in the project. However for a specific task that I've created in project template. I want to show the fifth task status option. Example: The last task on the ONBOARDING task list is "Go-Live
The Social Wall: June 2024
Hey everyone, June went by in the blink of an eye for us. How about you? But we still managed to take some exciting updates live in Social this month, so let's have a look! Add first comment for Facebook, LinkedIn posts and YouTube videos Similar to Instagram,
Is zoho CRM down right now?
Saw this on Twitter "Hello Everyone! I apologize for the inconvenience. There is a Zoho CRM outage, and our developers are working on it. In the meantime, you can access your CRM account at https://crm-ro.zoho.com. " We tried that, and it isn't any better.
Zoho Vault product updates (mid-2024)
Hello everyone, Can you believe it’s already July! As we reach the halfway point of 2024, we wanted to share some exciting updates on Zoho Vault! We've come a long way since our beginnings as a simple password manager ten years ago. Today, we're proud
Enhanced Booking Form Management through Zoho Bookings API
Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement for the Zoho Bookings API that would significantly improve our workflow and data management capabilities. Current Functionality: The Zoho Bookings API currently allows for creating
Prevent Entire Record
I want to prevent entire record data from being repeated in case it is repeated as it is. for example if we have form has 3 fields and one user enter a record as below: field_1 = 15 field_2 = 14 field_3 = 13 and he try to add a new record with same fields
Cannot add variants for an existing product through import?
Argh!! Seriously? (As Bryan is pulling his hair out.) As anyone might guess after reading other forum posts of mine, I'm usually very pro-Zoho, I'm a huge fan of Zoho, I think it's a good company with good people and have a good product. But I really
Next Page