Gridlines disappeared
Gridlines disappeared on sheet. If i add the gridlines again, then close the sheet and reopen it, the gridlines are missing again.
Annual Revenue
I want to show the auto populate a field in the account module with the sum of all closed sales orders associated with that account in essence this would be my Annual Rev for the account. Is this possible?
Invoicing 1 client with multiple currency transaction?
Hello everyone, Does Zoho Books support "1 Client Profile : Multi Currency" feature? We have clients where we need to invoice them in multiple currencies. If, for example, I have 1 client who has 10 currency transactions, I don't want to create 10 profiles
how to record bill which belong to one month but it dated in other month
dear all , we receive telephone bill which is belong to April month dated in 1st of may .. is it enough to record it as dated or there is something else i have to do ? could you explain to me in details ? thanks in advance
Date format
Hello, I'm importing a CSV, and all works fine except that i cannot get the datetime format right! My datetime field values look like the following: 2012-03-28T00:00:00Z and 2012-03-28T16:11:36Z Could anyone advise what date format template I might be able to use to import that as a date field? I've tried yyyy-MM-ddThh:mm:ssZ and similar, and the preview looks good but on selecting "ok" i get the error "Invalid date format string found.". Any help would be appreciated. Thanks.
Creating Invoice as Draft under the wrong Transaction Number Series
Hi All, We have quotes customized to "Allow customers to accept or decline the quotes via the public link" and Zoho creates Invoice as Draft. However, (for sake of simplicity) - if I have 2 Transaction number series SERIES NAME INVOICES QUOTES SERIES
Redirect USER to new url after submitting form
As it is, when a user clicks submit on the form on my website, it appears as though nothing happens because the form is so long, you cannot see the "date submitted successfully" message that pops up. Nonetheless, all the input is still there and nothing else happens. What I would like to accomplish is for the form data to do what it's designed to do (send confirmation emails and send data to zoho for storage), but the user be redirected in the same window to a new url on my website, such as, ".../ThankYou.aspx."
Validation Rules - Can't Proceed
I have the attached Validation Rule set up so that when a certain Stage is met, the message appears. However, it won't progress to the next stage. Obviously something has to be triggered to move. I want to set up warning message that can be acknowledged
Difference between Marketing Automation / Campaigns
Hi I would like to know how it differs from Zoho Campaigns. - Campaigns can be used for email distribution (focusing on customer nurchuring and retention). - MA can be used for multiple marketing usage such as LP creation, web tracking , social campaigns,
"Ghost" Committed Stock
We're experiencing an issue where an item is marked as having committed stock but no associated listings appear on the Committed Stock Details report. Additionally, there are no standing sales orders that haven't been shipped that would possibly account
Error with Microsoft Outlook add-in for Zoho CRM
We have been using this plug-in in Outlook for 2 years. It has stopped functioning for COMPANY searches. Even though the company exists in CRM it is not showing up in the search. Example below doesn't show up when you type the Company name of "Halton
Image resize
Hi Team, We are currently using Zoho Forms/ Writer for fetching fields and merging it into a PDF in turn downloading it. Currently the images are getting filed in its original size in the PDF post merger, thus the document has different sized images which
How to generate a customer ledger with adjustment amount?
Hello! Basically i have two queries- 1. I have a customer who paid for the products that he purchased from my business. The customer who purchased a number of products from my business made payments with adjustments due to marketing expenses that the
Format painter icon not work in Zoho show
I selected a small sentence on the presentation slide and clicked on the 'Format Painter' icon, but no changes were made. What could be the issue, and how can I resolve this? I attached image below on reference.
Using field values in filters
Hello, This is both a suggestion and a question. What we're trying to do is create a custom filter for CRM Tasks that only shows tasks where the creator IS NOT the owner. The reason is for staff meeting reviews, these tasks are assigned from one team
Sort email by from, to, subject, importance, flag, read/ unread
Hi, To start off with we really need the feature to sort email by from and to and also by subject. Then you also need to implement feature to sort email by importance, flag and read/ unread. Please be so kind to give this feature at the earliest...
"Weird" date format: how to handle it?
I get data from a JSON feed that has a date format that I can't make it work with Zoho Analytics. 2018-11-28T14:34:07-02:00 I tried the format: yyyy-MM-ddTHH:mm:ssZ and it won't accept because of that "T". If I do not put the "T" it gives an error. yyyy-MM-dd
Featurecast Story 20 - Transform conversations into tickets
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 20 - Transform conversations into tickets Easy ticketing from within the IM module Conversations to tickets There are two types of ticket conversions available in instant messaging • Manual
zepto mail issue
zepto mail smtpdataerror(-1, b'9dsn=5.1.8, stat=failure, 5.1.8 sender org blocked') @Prakash C my email is talha.asher@talhaasher.co.uk
zepto mail eroor
goof afternoon why am i getting -1, b'9dsn=5.1.8, stat=failure, 5.1.8 Sender Org Blocked I can't send out email. my email:talha.asher@talhaasher.co.uk
How to restore Google Takeout?
Want to restore Google Takeout again in Gmail account? Check out Advik Google Takeout to Gmail Import. This software will help you to restore Google Takeout to Gmail as well as another Gmail account. The utility is user friendly which doesn't require any special technical knowledge to operate. Download free : https://www.adviksoft.com/dl/advik-google-takeout-to-gmail.exe
Send Invoices to Quickbooks Online?
In our current Field Service Management software we can create an invoice for a job and then sync the invoice to Quickbooks Online where we send the invoice to the customer and receive payment. We can't use Zoho Books because Zoho Payroll doesn't have
Hyperlynk local file
Hi, I am trying to create a hyperlink to a local file, however I keep running into an issue. The user should enter the path in a string field. From this string field I then make the hyperlink as followed: mypath = input.filepath; filehandle = "file:///"; new_link = "<a href=\"" + filehandle + mylink + "\">" + mylink + "</a>"; input.url_link= new_link input.new_link_string = new_link //this variable is to verify the newly created link new_link_string displays the newly created link properly, however
How do I change a project owner?
I have a project where the project owner is no longer with the company. How can I change the project owner to another user?
Display tag names in status mode views and inside tickets
A similar feature already exists in Zoho CRM and that makes specific module entries easier to identify visually. Please consider implementing something similar in Desk tickets. I got two suggestions but both are related to tags in tickets. 1. Make tag names visible in tickets. At the moment only the number of tags is displayed without the actual names. 2. Make tag names visible in ticket preview information in status modes. At the moment nothing related to tags is displayed. I know you can create
Website form want submit data show in zoho crm using api
I have a website in php i want some one fill out the form it show in zoho crm
Kanban view howto
Hello, I do not see the kanban view button. Does is still exist ?
【開催報告】 東京 ユーザー交流会 2024/6/14（金） Zoho One をほぼワンオペで活用！ 〜メールマーケから請求管理まで〜
皆さま、こんにちは。コミュニティチームの中野です。 6/14（金）に、東京 ユーザー交流会を開催しました。本投稿では、その様子をお届けします。 当日の事例セッション資料に加え、大阪・名古屋・東京の3会場共通で使用したZoho セッションの資料もこちらに共有しますので、参加できなかった皆さまもご参照ください。 今回は、ストーバー・ジャパン株式会社 安達さんによるZoho One の事例セッションのほか、「Zoho サービス同士の連携」をテーマに参加者同士でZoho の連携方法を共有し合うグループワークを行いました。登壇いただいた安達さん、そして参加いただいたZoho
IF Statement formula in subform not working
Why am I getting the error below?
Campaign and Marketing Automation
I am a Zoho Campaign User. With Marketing Automation's upgrade and apparent improved workflow and stability I would like to move from Campaigns to MA. But I have a weekly newsletter that I don't want to disrupt and to set up MA with all the processes
Rodger's Helpful Deluge Scripts #3 - Automatically attach files to CRM records when a file is added to Workdrive
Hi Everyone, I'm hoping this one will be really helpful for a lot of people. One thing that's missing from Zoho is a tighter integration between Workdrive and CRM. Whilst an update is in the works as far as I'm aware, file management can still be a needlessly
Users are Unable to see Campaign Creation options in CRM
I have users with full permissions to campaigns in CRM and User permissions in the Campaigns app itself. However, they are unable to see the option to create a campaign in Zoho Campaigns while in CRM. Below is a screenshot of the options I see as an admin
I can't get if notification exists
Greetings. Thanks in advanced for your help. I am trying to make a request to the CRM API to find out if a notification exists by passing a channel ID as a parameter. All requests end with Bad Request. Here is my request https://www.zohoapis.com/crm/3/actions/watch?channel_id=10000000810244
Is it possible to generate cash basis reports
I'm trying to generate a Sales by Customer report. I keep getting report results that are based on accrual accounting (when the invoice was generated not when payment was received). Customize Report does not appear to allow you to change the basis. How
Blacklist 204.141.43.44 in UCEPROTECTL2
Dears We are having issues to send and receive emails to certain domains, and after checking my domain I found ZOHO is listed in Blacklist, the ZOHO MX server is listed. Can you please check?
Zoho Flow queued
So I started a flow yesterday that calls other flows subsequently once completed. The process has been showing as "Queued" for almost 12 hours, and has not run any subsequent calls this flow would be making when it completes. Is there a reason why this
Is there an app for issuing Items to user in zoho(Internally)
I have been using Zoho for the last 2years but I have never encountered or figured an app that can be used by businesses to issue items internally: Scenario: Imagine if a company orders items, lets us assume cameras, which will be issued to a certain
Embedding Videos in Marketing Automation
We have the same YouTube video embedded in 4 different email campaigns. 3 of the emails open the actual email with the video in a new tab as shown in Screenshot #1. The other video opens up a new tab directly within YouTube as shown in Screenshot #2.
Status of the Kanban view
Hi, Have there been any Kanban developments? My Kanban view lists every single status in no order (not even by stage) making it impractical to use. I've brought this to attention of support, have had a remote session but have not heard further. I can
Is Design on Canva Functionality Broken?
I can access Canva and design a social post but get a perpetual spinning wheel when I click "Attach". Am I doing something wrong? Is the feature broken? Thanks!
Next Page