Download bank statement in PDF/Excel format
Hi Team, After Export the Bank Transaction in Excel it shown the same transaction in both Debit and Credit Column. How to remove the duplicate or how to export in excel the bank transaction without any duplicate transaction.
Using Zoho API to update IP addresses to control access to Zoho Analytics views/dashboards
We are using IP restrictions to control access to Zoho Analytics views and dashboards. It would be very helpful to be able to add/remove allowed IP addresses via API.
Synchronization between Zoho Analytics and Zoho Desk not working anymore
Since last Friday, our synchronization between Zoho Analytics and Zoho Desk keeps on failing.. How can I solve this problem?
Zoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
getRecords - 200 records at a time limitation - how to handle this - looking for a source code example
Hi all,ย Just wondering if anyone has put together the 'buffering' logic, or looping logic, needed to deal with the limitation that you can only pull 200 CRM records via the API at a time...which is obviously an issue when you have more than 200 records in your CRM. Has anyone looked at this in detail, and written the deluge script to handle it? Anyone from Zoho volunteer a solution? I think it's tricky (or at least cumbersome) without a Repeat/Until type statement for even a traditional 'For Loop'.
Kiosk Studio limit in Zoho CRM Enterprise
Hi, We are using Zoho CRM Enterprise with 30 active users. We have created 5 Kiosks and hit the limit. Why limit is so low?
Multiple Users for Portals
Is there a way to set up Portals so there can be different 'users'. So they can have an Leads access that can only be accessed by one email login (sales team), but can still convert Leads to Deals so other people in the office with a different login can
Introducing Org Fonts in Zoho Writer
Hey Zoho Writer users! We're excited to share that you can now add custom fonts (from web fonts with publicly accessible URLs) using Zoho Writer's Org Fonts. This option allows all users across your organization to use the custom font without the hassle
Zoho camera not working
Recently I found my zoho camera account is not working during the video conference. I tried to find some help in the setting session but got nothing. Can you assist me to fix this problem?
Sub-Formula Not Showing Negatives
I have the attached budget tracker in a subform, and using the forumlar: Abs(0+${Builds.Total Estimates}-${Builds.Total Invoices}) or Abs(${Builds.Total Estimates}-${Builds.Total Invoices}) but it is not showing negatives as negatives. Is there a way
assigning leads to owner based on time of day
We would like to have all leads outside of business hours assigned to person 1. The rest should be assigned to person 2. Monday to Friday (day 2 to day 6): From 8:30 am to 7:30 pm: leads are assigned to user 4972398000074706001. From 7:30 pm to 8:30 am:
Accountant Access to Books via Practice?
The marketing materials for Zoho Practice aren't terribly clear. The main feature I'm concerned about is whether or not my accounting firm can use Zoho Practice to access my Books securely without having to add them as a user. I have multiple companies,
Connecting Zoho Analytics to Zoho Practice
Looking to integrate Zoho Analytics to Zoho Practice to provide an additional level of client financial advisory services along with Zia insights. This will provide some enhanced, customizable reporting and dashboard capabilities.
"why images available in zoho website builder is less size means below 50 kb"
"why images available in zoho website builder is less size means below 50 kb"
ZOHOCRMSDK-6.0 Token issue
Hi I get an error regarding tokens when want to retrieve a record. i have a class constructor which contains this : new SDKInitializer.Builder() .Environment(environment) .Token(token) .Store(tokenstore) .SDKConfig(config) .ResourcePath(resourcePath)
Customer Portal will soon be hosted on a new domain
Dear users, We're changing the Customer Portal's default domain from invoice.zoho.com/portal to invoice.zohosecure.com/portal for security reasons. Starting from 5 June 2024, your customers who are using the Customer Portal will automatically be redirected
How do I use the webhook response as the redirection after submission?
I am sending my form submittals to a webhook, where the software does a search and returns results in the webhook reply....how do I display the webhook reply after submission instead of that silly thank you page? so, after submission the webhook is replying
Post to Bot from CRM Custom Function
I'm trying to post text to a bot with the code below (from zCRM). It works fine when using "Save & Execute" but will not run when triggered with a workflow. Scenario: User creates a quote and a Bot informs user of the Shipping cost. Any idea why the code will not run when the custom function is triggered within a workflow rule? My code snippet is: //Compose msg to post to cliq msg = "Shipping estimate for Quote #" + quoteNum + " ย $" + finalShipping; mp = Map(); mp.put("text",msg); mp.put("broadcast","false");
*.smtp.zoho.com.au Certificate has expired
Someone forgot to renew the certificate for *.zoho.com.au and so no email can be received via SSL e.g https://ssl-tools.net/mailservers/smtp.zoho.com.au
Unable to send email Error:550
I'm unable to send email with the error details , ERROR CODE :550 - 5.5.1 Server IP 136.143.188.52 listed as abusive. See http://spamauditor.org/best-practices/ip-reputation/ for more information.. Protection provided by MagicSpam 2.2.1-3 http://www
Shopify and Zoho verify domain
Hello! I've been three weeks triying tu set up everything with my Zoho email but seems near impossible to me right now. All the emails send to my Zoho email are coming back to the sender, so I'm unable to receive any email on my Zoho accounts. I bought
Can Zoho Books function or workflow initiate instant sync with Zoho CRM?
I need to initiate in Zoho Books and instant sync with Zoho CRM by custom function or workflow, please help.
๐๐ฒ๐๐ฒ๐น ๐จ๐ฝ ๐ฌ๐ผ๐๐ฟ ๐๐ถ๐ฟ๐ถ๐ป๐ด ๐๐ถ๐๐ต ๐ญ๐ผ๐ต๐ผ ๐ฅ๐ฒ๐ฐ๐ฟ๐๐ถ๐'๐ ๐ฆ๐ธ๐ถ๐น๐น-๐๐ฎ๐๐ฒ๐ฑ ๐๐๐๐ฒ๐๐๐บ๐ฒ๐ป๐๐
๐ฃ๐ฟ๐ผ๐ฏ๐น๐ฒ๐บ: Traditional resume-based screening methods are flawed and lead to hiring the wrong candidates. ๐ฆ๐ผ๐น๐๐๐ถ๐ผ๐ป: Skill-based assessments objectively evaluate a candidate's abilities and skills relevant to the job. Some of its Benefits
Stop push notifications for one sender
Hello -- Is there a way to prevent push notifications in the Zoho Mail app for one or two senders? I'd like to stop notifications from a couple of senders without unsubscribing completely. Thanks! Brian
How can i enter my creditcard balance?
How can i enter my creditcard balance? Iย activelyย use my creditcard to make purchases for both my customers and my business. It seems though that i can not make the system "see debt" if that makes sense. If i start with an opening balance of say $-1000 i OWE (repulsive horrible evil) JPM Chase one thousand dollars. When i make a payment to the card of lets say $250, the balanceย shouldย then read $-750... Etc Any idears?
Connecting Zoho Creator with Zoho Analytics
Hi Team, I am unable to import the data and forms I created in Zoho Creator to Zoho Analytics. However, another organization admin can import the data and forms they created but also cannot import mine. When I try to import from the Zoho Creator datasource,
Getting notes to print on timesheet report
For some of my clients, they would like to know what I worked on during billable hours. I keep track of this on my timesheet under notes, however, notes doesn't print when I do a timesheet report. Is there anyway for me to get this to print? Or another way I can track time that will allow me to show this? Or to at least modify the report that generates, as all I need is hours worked and what I worked on. I know this might be slightly unconventional, but is a deciding factor in me going fully with
I need a solution with timesheets
I am currently a CRM Plus user. I run a staff augmentation business model whereby I hire a contractor and place them at a client location. That contractor needs to create weekly timesheets that, when submitted, route to a client approver for approval.
Site Verification
How do you get this to be checked off? I refreshed the SEO report but this hasn't changed.
Can I do SEO of my new website
Hello everyone, this is John. I created a website about Melbourne carpet cleaning. I want to implement SEO for my new website right now, but I'm not sure how. Please help me out in this situation.
[Invoice] Project billing by percent completion of tasks
Hello, I appreciate the various options for Project billing types and budgeting found in Zoho Invoice, but I would like to either propose a new method or find out if it' s currently possible. It would be very helpful to have project tasks that have a budget item (lump sum), against which the client is billed according to a percent completion of the task. This percent completion would not be tied to time logged or task billing rates. Here's an example: Project X total budget = $10,000 Task A total
Nodemailer Email Delivery Issue on Live Server
Dear Zoho Support, I'm encountering an issue with Nodemailer on my live server. While email delivery works flawlessly on my(localhost), it fails to send emails once deployed. const nodemailer = require("nodemailer"); router.post("/register", (req, res)
Average Ticket - total time spent
Hi Team, There is an average option for ticket total time spent, I am a little confused how is the average caculated based on the number of time entries agents done or based on the total number of tickets?
Looking for Reliable SMS add-on to Zoho CRM
Hi there - I have been using SMS-Magic but find it to be quite unreliable. Has anyone had a good experience with any other SMS add-ons for Zoho CRM? Thanks!!
Can Agents set their own personal notification preferences?
I cannot find where Agents can set their own personal notification preferences. Some do not want to be notified every time a Team is assigned a ticket, or when comments are made. I can't turn this off globally because many Agents must be notified. Please
New Flexible Validation Rules
Hello Enterprise Community, Configuring validation rules is essential to ensure data integrity and accuracy in any system that processes user input. Validation rules can be used to alert users of mistakes and prevent incorrect data from being submitted..
Mail delivery failed: returning message to sender
hello, ย I just created an email with domain inspiraconsultant.com and tried outlook, but when I send an email there is an email reply as follows This message was created automatically by mail delivery software. ย A message that you sent could not be delivered
Create Api / Deluge Task to add option to a multi select field
Currently, there are limitations with multi-select lookup, you can not use it in subform for example. As a workaround we have to use a multi-select field. However, any new options have to be manually added to the field which is not optimum. It would be
How do I re-order the Pages in Zoho Sites?
I am at the max number of website pages in Zoho Sites (5 page max) and I want to re-order pages 3 and 4. There does not seem to be an easy way to re-order these pages and since I am at my max I cannot copy into a new page to recreate the order. I have
There some FHIR library for Zoho CRM?
Hi People I would like to know if there is some library or deluge instructions FHIR ?, i need to programming some functionalities with this. Thanks in advance
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