Map Integration in Calendar
Hi, When will Zoho integrate the a map feature into the Calendar that points from the location field? Thank you, Mario F. Stevenson, SA, EAF / GITCO / Group Mario F. Stevenson-El-Quyusufyyat, Principal Delegate at Large (P.D.L.) & Trustee (TTEE) EQEACT™ | El-Quyusufyyat Et Al Commonwealth Trust (27-6062482) Operating as Plan Administrator (27-0332388,) Custodian of Records, Statutory Agent, and Account & Transaction Administration for EQEACT Administration Foundation (EAF 45-1550612) / Global Information
Specify repeat interval
Both Google Calendar and Microsoft Outlook allow you to specify an interval for repeating events. For example, I'm able to select a weekly repeat, then say that I want it to repeat every two weeks. Is this a feature that you can provide (or will provide shortly)?
How to use COQL in Zoho CRM's Client script
Hi Community & Zoho Team, Can any one help me with the code for the below scenario. I need to get the records counts in Invoice module with applying two filters. 1) Mailing State = "Given State" 2) Invoice Date is Greater than "01-June-2024" I expecting
Woocommerce Zoho Books Integration
A nice wordpress plugin to integrate woocommerce with zohobooks is available now. Here is the plugin link : https://codecanyon.net/item/woocommerce-zoho-books-integration/21946647 Woocommerce Zoho Books integration plugin will integrate your woocommerce store with Zoho Books accounting software . No Monthly Charge! One time payment! Life time access! Unlimited Transactions!! It also works with TAX & Shipping Main Features : When an order is placed or order status is completed or order status is processing
Formula and blank fields bug?
I have a table with 3 columns. Sometimes 1 of the 3 columns can be blank. The third column is a formula column where I basically do "Sales - Costs" to get "Profit". But if the Sales or Costs column is blank on a ny row the Profit column stays blank. Where it should be: Sales | Costs | Profit ---------------------------- 100 | 50 | 50 100 | 0 | 100 Any solution to this behaviour?
Import photo from LinkedIn
It's always nice to get a picture from the candidate. It helps remember him/her. Would it be possible to get the picture from LinkedIn, when the LinkedIn profile URL is filled?
OAUTH_SCOPE_MISMATCH when attempting to find CRM User Record
In my App, I want to look for records owned by a Zoho CRM user. Therefore, I am attempting to find the relevant CRM user details for the logged in Creator App user. The lookup I am using is: userEmail = thisapp.permissions.loginUserEmailid(); userDetails
Tip #7: Create Unique Fields to avoid duplicate records
Hello everyone, We are back with a great tip for this week, yet again, on how you can maintain a clean CRM database. While it's a good thing to drive all your focus on putting Zoho CRM to its best use, it is equally important to maintain a clean, clutter-free system. Following our previous tip "Maintain a style sheet for a clean CRM database" here's another tip on how you can avoid duplicate records in your CRM database. Tip #7: Create Unique Fields to avoid duplicate records With multiple lead
Gmail Forwarding mailer-daemon@mail.zoho.com
In the past several days the uptick in mailer-daemon@mail.zoho.com emails being forwarded to the gmail account we have set up to forward to is very, very high. I've tried adjusting settings in the ZOHO account but no luck. Please advise. Copy of the email
EMAIL COM DOMÍNIO
Criei um email com dominio proprio atraves da Zoho Agora não sei aonde recebo os emails, não achei nenhuma caixa de entrada Quero receber na minha caixa do gmail
Can't receive emails since today
Hi Since today, we are not receiving any emails. I can't find a way to chat with support anymore? We have an inbound gateway that is working as intended, but it's returning this: connect to mx.zoho.com[136.143.191.44]:25: Operation timed out This is critical,
Can't receive emails after pointing domain to personal site
I bought a domain through Zoho mail, I want to point the domain to a personal site but still receive email through Zoho. After I changed the DNS nameservers to direct web traffic to my personal site anyone who tries to email me gets an error "550 No such
Error 550 can't receive email
Since changing the domain I own through Zoho to point to my personal server I can no longer receive emails at that domain. I can still send outbound mail but anything sent to me is met with "550 No such user" How can I both receive emails through my Zoho
My account is displaying error number 553.
Kindly assist in rectifying the issue
Loans Receivable Payments
Hi, I would like to know if there is a way for us to send receipt to our customers for every loan payments that they have deposited to us. Currently, I record each loan repayments as deposit from other accounts then match with the the corresponding liability
Important changes to Kanban view for Meetings, Calls, Tasks, and Appointments modules
Hello Enterprise Community, This is a heads-up for some upcoming major improvements to the Kanban view for all Activities modules, expected to be available by the end of July. We will be deprecating the current system-defined Kanban view to introduce
Can I get an update on any outages and issues with zoho?
The greater Tampa Bay area has been experiencing failures to connect to any of Zoho's services. It started at about 8:30am, and has continued intermittently through the day with spikes in frequency happening every couple of hours or so. This isn't just
Please add the option to attach document from Workdrive when sending an invoice.
Hello, these seems like such a basic feature. For example many times I send an invoice I will like to attach a PDF with wire transfer payment details instructions but there is no option to do it from Workdrive which seems pretty odd. It would be great
Ticket not refreshing when comments added via custom function
I have a custom function in Zoho Desk that triggers on a field update workflow which is working well, however the ticket does not reliably refresh to show changes. In particular, I am adding a comment to the ticket thread to show important information
Enable Templates in Zoho Desk to allow attachments
Currently Zoho CRM templates allow attachments to be added to those templates and when used, emails from these templates contain those attachments. IN Zoho DESK, there is currently NO way to add an attachment to a template. This seems bizarre. Please let me know if I'm just not seeing it. If there really is no way to do this, can you please create functionality to do so? We would like our emails that go out to client upon ticket creation to contain a one page PDF attachment...
Mass Update Contact Owner with Account Owner
We somehow managed to have a situation where we have many Contacts whose owner is different than the linked Account's Owner. I've been searching for an easy way to force a full cascade of all our Accounts' Owner values to replicate down to all Linked Contacts' Owner values. From my research it appears this can only be done with either a deluge script of by building a creator app. Is that correct? If so, can someone kindly supply a script to accomplish this? And explain how to execute said script
Move ticket department but stay in the ticket
Hi all, We move tickets around quite a lot between departments. When we move a ticket, it moves as it should, but we then have to click back into the ticket to carry on working on it. Is there a way to move the ticket to another dept yet stay in it? Many
How do you move data from old employees "My Folders" at the root level
Hi, As employees come and go we need to ensure that the documents that they are saving to their work drive "My Folders" is able to be redirected or moved at the root level of their "My Folders". Current I can see that in data administration you can use
Invalid Client - Client ID passed does not exist
I tried connecting the Zoho campaign with the "Uncanny Automator". It shows an error " Invalid Client - Client ID passed does not exist". There is no option to add manual API. URL: https://accounts.zoho.eu/oauth/v2/auth?response_type=code&client_id=1000.MSFIUOA1G8YBK7IFRL9Z0NINM6DW9C&scope=ZohoCampaigns.contact.ALL&redirect_uri=https%3A%2F%2Fapi.automatorplugin.com%2Fv2%2Fzoho-campaigns&prompt=consent&access_type=offline
Split of books
Hi Team, Can we have option to split the books and if not is any other workaround? Regards Neha
ONLINE PAYMENT LINK RELATED
Hi, Could anyone guide us, one of our customers asking payment link against the invoice generated by us. We have generated the payment link but the customer told unable to make payment via credit card mode
Combining multiple estimates with one sales order
One of my customer made a single purchase order combining multiple estimates, now how do I create a single sales order linking all the accepted estimates?
How to fetch invoices,payments based on the created_time using the API
Hi, I would like to fetch the invoices and payments based on created_time. However, in the API documentation, only a filter for last_modified_date is available. Could you please help me with this Thanks, Krishna
GST Summary Issue
The main issue that I am facing is regarding the format in which the GSTR1 data is exported from Zoho Books, in tally the previous software I used the data comes out in a way the values of a single invoice number all come in a single line that is the
Additional Discount Column in Estimates, SO and Invoices
Hi, We pass 2 type of discounts in the invoice. Trade Discount and Project Discount. We would like to track these discounts separately. Right now Zoho Books has the option to have discount column in each item line or another one at the bottom, before
Email Deliverability - Caught as Phishing
email provider : Intermedia We are using Zoho Creator and Analytics to send emails on our domain's behalf and they are being flagged as External and Phishing in Intermedia and not being delivered to inboxes (quarantined). I have authenticated the domain
Removing "Sent Using Zoho Books" in Email Subject?
Hi Zoho Books, I am currently running a trial, and had just tried to make a payment. It worked, but I can't help to notice that emails generated and sent by Zoho Books (Such as Payment Notification and Thank You) have been appended "Sent Using Zoho Books" in the subject line. Can I remove this with a paid version? Thanks in advance.
Migrate Zoho One Domain With Hosted Email to another Zoho One
I have an interesting situation, I would like to share it with the community. I have a client who needs to migrate a Zoho One to another Zoho One, I also need to migrate the users. The problem I face is that the users' email domain is authenticated in
If I downgrade the number of users and I payed for 1 year plan would it credit it back to us?
Let's say I have 50 users and I already paid for the whole year. If I delete a user would it credit back to us the amount we paid for the year?
Calender in mobil app
Hi any mews for when we are going to have the calendar option on mobile so that we have all information centralised for tasks, events and calls?
Need to edit the "Exchange Rate" on reconciled transaction
We have two bank accounts under different currencies. We are constantly transferring funds from one currency to another. Then, at month-end when we reconcile the two accounts we might find that exchange rates in Zoho Books does not match up with what
Zoho Desk now integrates with Slack
Do you use Slack to power internal communication and collaboration within your organization? If you do, we've got some good news for you. Zoho Desk now integrates with Slack, so your agents can get the best of both tools without compromising on either. The Zoho Desk app for Slack gives agents quick access to ticket information from right within Slack, saving your team time and effort. The integration also lets you configure real-time updates to your agents via Slack. The notifications can
Issue with zDesk Ticket Searching
Hi zDesk Team, I would like to request for your assistance on this annoying issue with desk. This has been going on since last week, I do have open tickets on my dashboard but some of them can't be search even keyword assoc to the ticket. Here's a sample
No Photo display
Hello suddenly some of the photos are no longer displayed. Can anyone help me Thanks
How can i move multiple tickets to different department ?
I have 10 Departments ( Regions ) in Zoho Support . i want to mote multiple tickets at once to another department.how can i achieve it?
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