About the Portal's Public Modules
I checked the deals tab under Public Modules because I wanted the deals tab to appear on the portal for clients to check. Then, the deals tab was displayed, but But it shows data that has nothing to do with the client. How can I display only the relevant
Organisation ID
dear team, Please treat as urgent , kindly share with me my account organization ID, i want to procure zoho analytics for same organisation, so i need the Org ID
Subform Total only calculates the first row
Hi Giys I am using the follwoing code to multiply the quantity of a product by the price and then return the result in a column in the subform, it works, but only on the first row? If i add a second row it doesnt work? Any ideas why this could be? input.Quote.Total_Price
Mobile application testing with Zoho QEngine | Webinar
Hi there, It's time for the fourth webinar in the Zoho QEngine 101 series, which will showcase swift and extensive mobile application testing with Zoho QEngine. Recap: Webinar #3 In Webinar #3 of the Zoho QEngine 101 series, we explored all the features
Upload Videos to YouTube
Dear Zoho Flow Support Team, We are writing to request a new feature for Zoho Flow: the ability to upload videos directly to YouTube. This functionality would significantly enhance the automation capabilities of Zoho Flow for managing our YouTube video
Error occurs in Zoho books widget
I'm developing a widget for Zoho Books. In my scenario, I need to transfer data to a custom module. I'm utilizing the Request SDK method to submit the data. However, I'm encountering an error in this process. Code var options = { url: "https://www.zohoapis.com/books/v3/cm_delivery_equipment",
Projects that are created in Books
Hi, When a project is created in Books and linked to a Customer, can it sync to Projects and the CRM? Charlene
Make delivery note
NO. Item. QTY AMOUNT. DELIVERY 1. Red Roses
Twilio Two Way SMS | Need Help
First the good - Thank you for integrating with a two way SMS provider. Twilio seems like a good solution for that. Some of my users have reported not receiving notifications for inbound SMS messages. The feature is not very useful if there is now way to tell we have received a message. We found we had to set up a Zapier notification to email our users about incoming SMS messages. That is not a very good solution. Also, the notification settings must have a bug in it, because yesterday, I set
Receipt not attached on Expense API in Zoho Books
I am trying to upload a file for expense using this API : https://www.zoho.com/books/api/v3/expenses/#add-receipt-to-an-expense I have converted my file to Byte64 string and uploaded the file. I have got the successful response status that file has been
Changes on the sender email
Hi I would like to ask on how to make changes on the sender email when doing a Mass Email or individial email from the CRM.
Blueprint Update Blocked: "Common Transitions" Limit (No Attempt to Add More Transitions)
We're encountering an unexpected error when saving changes to a blueprint: "You have reached the cap limit of 25 Common Transitions." (No Attempt to Add More Transitions) This issue prevents us from making any modifications, despite not attempting to
予定の招待者に大量メール送信
本日下記の出来事があって先程サポートにメールを送りました。弊社だけの問題だったのか？他にもこんな事があった方はおりますでしょうか？ 数年前？くらいにも同じようなことがあり使わないようにしてました 思い当たるのは文字を長文入れたからくらいなんです 『本日、予定の参加者が添付のように登録してある状態で場所に情報を追加して保存したところ 招待の更新が29通客先に届き（参加者に入れてあった我々にも29通届きました） お客様から大変お叱りを受けました こちらの原因か 追求をお願いします 今はワークフローを無効にしています
Formatting Issues in Zoho Campaign Email
Hi there, I am seeing some formatting issues in emails sent through zoho campaigns. See the attached screenshot and email. The campaign is showing mixed fonts, in the test email. However, we are using same font style in our editor. We are nowhere using
Zoho Commerce
Buenos días, He estado echando un vistazo a Zoho Commerce y me parece una herramienta interesante pero me surgen algunas dudas y no se si alguen podría ayudarme. Por un lado en el portal y los datos de registro de los usuarios. No veo la forma de poder añadir el NIF ¿Es posible hacerlo? En cuanto a los precios de los productos, ¿se pueden aplicar distintas listas de precios en función del usuario de la página? Nosotros nos gustaría trabajar con empresas y en función del volumen de compra anual tendrían
How to make some cells invisible to some users
Hi there, I am collaborating with some colleagues and would like to hide some of the information in our shared spreadsheet (a few cells - not rows or columns). Would love to know if it is possible and how. Thanks, O-Ren
Reimbursement for startup expenses
I used my personal account for startup costs and supplies to form my LLC. Now that there is money in my business account, how do I properly log and reimburse myself in Zoho free edition? I'm a solo/single manager LLC if that makes a difference.
Update Detail View with Zoho Flow
How do I update the detail view of a Lead using Zoho Flow?
Before you enable sales tax: The existing recurring profiles must be marked as tax exempted
I'm trying to enable Sales Tax in Zoho Books (I have Zoho One subscription) but I cannot figure out how to mark the existing recurring profiles as tax exempted. See attached screenshot. Please advise, Thanks!
U.S. Federal Tax Setting?
I have zero need for a sales tax function, as my income and billing is solely based on services rendered, but I have seen nothing in the program related to the U.S. federal income tax. How do I: 1) set up a U.S. federal tax of say 22-24%, (whichever may
Delete Ticket Comment API Can't Delete Other Agent Comments
I have a script to search for comments with a specific tag, then I want to delete that comment. It's a pretty basic script. My connection is using a generic "service account" to handle our functions, that account is a full admin and the connection has
Lookup value from External Source (Such as Google Sheets)
I'm looking for Excel's equivalent of VLOOKUP for ZohoCRM using an external source. Something such as Google Sheets to store the lookup data. We would use the "Deal Name" in ZohoCRM to search this data in column A of a table. If there's a match, return
Limit to Number of Options in Drop Down Menu
Is there a limit to how many Options can be listed in a drop down menu?
Any way to reduce zoho calendar cpu usage in firefox?
Is there anything I can do to keep zoho calendar from hogging resources? I have the Auto Tab Discard extension installed, but it's annoying to have to wait for the tab to reload every time I want to look at my calendar, which is quite frequent. Here's
ZOHO CRM Y ZOHO DESK WHATS APP
se necesita otro numero de whatsapp para zoho crm si se tiene whatsapp en zoho desk? o se puede usar mismo numero para zoho crm
Payment links via Stripe in UK often fail on Post Code check
Hi, we have just too many online payment links via Stripe failing with postcode check. Stripe warning looks like this: Blocked by postcode checkThe issuer authorised this payment even though it failed the postcode check. Usually, failed postcode checks
Create a missing values LIST after using the "find missing value" function.
Zoho sheets data cleaning does a great job of finding missing values function when comparing two columns. But then it wants to fill in the columns that are missing. What I want to do is create a LIST of the missing values in a separate column. Make sense?
Email Server IP blacklisted
Hi suppor team, I have opened a ticket that was closed with just a notification that the concerned team has been informed. Since the very beginning, any email from my domain has been dropping into the spam folders of Gmail, Yahoo... including mails sent
Zoho Books Integrates with GoCardless
Hey everyone, We are more than excited to announce that Zoho Invoice is integrated with GoCardless to provide Direct Debit experience to our customers in UK. Direct Debit? Tell me about it. Direct Debit is a way of collecting payments that puts you directly in charge of your cash flow. Whether it's a recurring invoice or a one-off invoice, your customers can authorise you to collect money directly from their bank account whenever the invoice is due, which means you always get paid on time. Direct
Zoho Forms to CRM
I am trying to create a form for each rep. Using a custom button I want to send the merchant the link to the application. Once they fill it out all of the attachments will go into the attachments section in "Leads."
Dynamically update <text> value
Hi. Im hoping someone can help with this. Say for example I have a <text> in a zml snippet in a Creator page. How can I change the value of this text when a button is clicked? For example, I have button 1 ,button 2 and button 3. If user clicked the button
How is the 2023 Zoho Meeting quality compared to Zoom these days?
In the past, Zoho Meeting was far behind in quality. I'm looking for feedback from the community regarding your current experience with Zoho Meeting quality as compared to Zoom here in 2023. (Replies from Zoho Meeting Support welcome as well.) Thank
Dynamic lookups fields
Hi, I have 2 dropdown lookup fields. I want the choice in the first field to dictate the second field. I'm trying to use ui.add however in this case I cant use text for the constraints - I have to fetch the IDs as the fields are lookups. Can anyone help with this? So far i have something like this; liste = List(); if(Field_A = "Europe") { liste.add("Germany"); liste.add("France"); } Field_B:ui.add(liste);
How to Generate Custom Reports for Projects, Teams, Members, and Tasks in Zoho Projects?
Hello Zoho Projects Community, I'm looking to create a custom report in Zoho Projects that includes the following details: Project Overview: List of all active projects and their owners. Team Composition: Breakdown of teams for each project, including
Problem with workflow with trigger 'tag'
Hi, Is there a bug or something in workflows at this moment? My workflow and automatic emailing suddenly stopped working. Only the one with in the workflow a trigger for a specific tag.
Zoho Creator and Zoho Analytics Error
Hi Team, I faced an error while importing data from ZOHO Creator with ZOHO Analytics. Attaching the screenshot for your reference.
Filtering/Sorting in Zoho Desk is VERY LIMITED
When I am on a view in zoho looking at all my tickets, I can only filter and sort by standard Zoho fields. I have a lot of custom fields that our customers answer. I want to be able to filter and sort a view based on these. Please note that above are
Creating lead from e-mail content body in Zoho Desk
Hello! As we are collecting leads from different sources (including our website) that are transferred to specific e-mail address, we are experiencing problems with turning these e-mails into leads. All these e-mails containing lead information are creating
Customer Portal and Vendor Portal will soon be hosted on a new domain
Dear users, We're changing the Customer and Vendor Portal's default domain from inventory.zoho.com/portal to inventory.zohosecure.com/portal for security reasons. Starting from 5 June 2024, customer and vendor portal users will automatically be redirected
Using OBS keyboard shortcuts with Zoho-Meetings - could Elgato Stream Deck be a solution?
L.S. I am trying to make Zoho-Meetings work for my online sessions. OBS as a virtual camera in Z-Meetings now works! However I find that the keyboard shortcuts to switch scenes (cameras) in OBS don't work when OBS is running in the background - first
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