Zoho CRM Python SDK 2.1 won't update record owner
When I try to change the owner on a Zoho record for my website APKBEB, I get a success message but the Lead Owner field doesn't change. The record is in the "Potentials" module (I think it's a custom module) lead: Record = self.get_lead(int(lead_id))
Where does Zoho Books get the automated conversion rates in Multi-Currency? Is it comparable to Bloomberg, XE, Oanda etc.?
Curious if the rates are as near as other sources like BBG or XE or Oanda.
Gmail’s Unsolicited Message
Hi! I have the following problem with my Zoho email: when I send a message to a @gmail.com user, the daemon sends me back a mail saying that it can’t be sent because that’s an unsolicited message. Any solutions? (I have MX and SPF records configured)
Invalid IMAP - Outlook Client
I just migrated everything over from Google to Zoho. Went to configure my email in my Outlook client and am being told "Invalid IMAP username and/or password". I can log into web mail just fine and I have confirmed that TFA is not enabled. Any ideas on
Use the UP and DOWN arrow keys when encoding and jumping rows
I am entering amount in multiple cell rows and noticed that I cannot use the UP and DOWN arrow keys to go on to the next row cell below or above to encode. Is there no function within Zoho?
How to disable incoming email for a specific email address
Hi I want to create an email for auto responders for my email marketing solutions and i want to use an email like no-reply@mydoamin.com. In ZOho Email, how can i disable incoming email for a specific email address.
How to change Emailed invoice button from "Pay Now" to "View PDF"
When I send a paid invoice to a customer who has paid in full as a receipt, it is awkward to have tell them to click "Pay Now" to view the paid invoice even though they have already paid in full. Can this green button be changed to say "View PFF" instead
Shortcut to Unattended Computer
I need to have users (not techs) access a single unattended remote computer once or twice a day. Is there a means to create a desktop shortcut that would provide direct access to that computer so that are not navigating the full support interface?
Failed Migration Request
I made a request of migration over 2 weeks ago from Canada and USA and nothing has happened yet.
Birthday minus 3 weeks trigger
I'm trying to set up an automated email that will be sent to a recipient 3 weeks before their birthday (which they've added when signing up). I've added a Date Field Trigger, but I don't see how I can force it be 3 weeks prior - any suggestions?
Destroying my work entering Sprints items
Hi, user enters all required information inte a Sprint item create dialog. At the bottom of the dialog, user is invited to add a filed. Ih he does it, the browser opens the file selection page... deleting everything the user has entered to the item.
Update on the "Reset Password" flow enhancements
Greetings, Zoho Directory Admins! This forum post is for every admin user who signed up before March 6, concerning a couple of changes in the Reset password flow, which are set to take effect from June 4. The current flow allows a Zoho Directory admin
The Userfield nightmare
Currently, the Zoho Creator User field is almost useless, here's why: The userfield display a auto generated username instead of the Staff/Volunteer/Client/Supplier actual real name. Making, in its core, unusable in any professional/serious situation.
how to do split invoice with muilti curency
I am trying to create a sales order with muilti currency
Invalid Value Passed for Phone
Each time we try to signup for Books w/our acct, we receive the following error: "Invalid Value Passed for Phone" Thanks in advice for your help, Craig We have a phone # input into our acct info, so not sure why this is happening? Additionally, when trying
Unable to accept Site24x7 invite after I deleted my trial
Hello, I have an invite from my boss to join an Site24x7, but I'm unable to accept the invite. I had my demo running earlier, but I had terminated the account as per a different helpdesk post. Please let me know the best way to fix this problem.
ZOHO Form Cannot Load
I had created 2 forms. One is with Zoho Sign intergation and one is without. However, both forms cannot load at all. https://forms.zohopublic.com/globale2c/form/RegistrationFormDiplomaPrograms1/formperma/OfaD2lA-j-vVsZO8kBQlXPyjvqoybyrm6d1BIYE7TeA h
Archived Projects
Hello, I have a user who is setup with Manager role and is the PM of a project (he is listed as project owner) but he doesn't have the "archived Projects" button on the right side of the screen. I am an Admin and I do.
Lead Campaign
Leads campaigns are tailored to explain our services in a way to our potential customers on how we support them. These campaigns are designed to increase our conversation rate and activate relationships with our new clients.
About meeting | Emmanuel Katto
Hello guys, Can anyone explain What is the difference between ZoHo Meeting and Zoom Meeting? Which is better? Thanks & Regards Emmanuel Katto
Zoho Finance Integration - Double estimates on creation
When linking an account and deal to an estimate the integration creates 2 estimates. Both are linked to the correct deal and account, but one includes the correct items and the other one is empty. Seems like a bug.
How to automatically create deals based on requirements
We are a real estate firm which has inventory types of 2bhk 3bhk etc. At the same time we have customers who have requirements (2BHK 3BHK). How do we automatically create deals whenever a new customer is added based on their requirements ? We dont want
Create Customer in Quickbooks Phone Number Formatting
The phone number field in ZOHO creator has a +1 and when the customer is created in QuickBooks the phone number needs to be a "free form" number. I know this should be simple, but can anyone help create a script to convert the phone number so it shows
Zoho CRM: Restrict Contact Tab Access but Allow Creation/Search within a Module
I'm working with Zoho CRM and I have a specific user who shouldn't see the Contacts tab. However, I still want them to be able to search for existing contacts and create new ones from within a different custom module. Is there a way to achieve this functionality?
Zoho reports API: GETEMBEDURL
Hello guys, While trying to get an embed URL for a report through the reports API, i'm always getting the error: <error> <code>8023</code> <message> You do not have permission to perform this operation. </message> </error> </response> The format of the URL path i'm using is: https://reportsapi.zoho.com/api/adminaccount/DBname/Dashboard?ZOHO_ACTION=GETEMBEDURL&ZOHO_OUTPUT_FORMAT=XML&ZOHO_ERROR_FORMAT=XML&authtoken=*token*&ZOHO_API_VERSION=1.0&ZOHO_IS_SECURE=true Is there any configuration to be
Invalid_client when using zohobooks API
API reference: OAuth | Zoho Books | API Documentation I want to do invoice automation using Zoho APIs and for that, I needed an authentication token. I followed the steps mentioned in the above documentation. 1) Create a client to get the client id and
E-stamping via API
Hi, Is it possible to add E-stamp to a document via API?
Need to know about the ZOHO Contract integration with ZOHO CRM
Hi Team, We are trying to create custom proposal using ZOHO Contracts from ZOHO CRM under deal module. What i need to know can we have automatically create the contract in the ZOHO Contracts and send for the signature to the customer and once he will
Dynamic Text Replacement
I am new to ZOHO landing pages. I do not know how to replace text on FORM BUTTON. Can anybody help me. Thanks
How to get TAX id from Products Module
In a particular integration we do need to get the TAX id from the different TAX Options in the Products Module, But can't find a stright way to get each id. Any recomendations?
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ユーザーの皆さま、いかがお過ごしですか？ Zoho コミュニティでは、3月に続きZoho ユーザー交流会を開催します。今回は6月、東京 / 大阪 / 名古屋の３都市開催です！ 各地域のユーザーによるZoho 活用事例や、自社活用・運用について参加者同士で情報交換が出来るグループワークなどを予定しています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー 🟣東京ユーザー交流会 6/14(金) 18:00-20:20 ・会場：AP新橋 ・予定セッション ーZoho サービス活用事例：Zoho
Can company user and client complete form
Is it possible for a company user to fill out some fields (always the same) in a form and send it to a client for that client to be able to complete the remaining fields (always the same) without editing the already completed fields? I thought about setting
Invoices and quotations do not get organized by date in the right way. The filter takes into account the date but no the hour of creation. It seems like a big bug for me!
Title
Multiple languages for hosted pages, etc.
Hello Team, I want to create hosted pages, invoices, email notifications, etc. with several languages in order to swap them in function to the language browser of the customer or his origin. It this possible? because I cannot find any choice in order to do that. Kind regards.
Easy option to change the preset for line spacing so I don't have to adjust it every time?
Back when I started using Zoho Writer, I remember there was some convoluted thing involving saving a template (or maybe I'm thinking of MS Word, where it's also been a pain), but I could never get that to work and was wondering if there was an easy way
I stopped receiving emails as my DNS info seems to be wrong, ISSUE WITH DOMAIN DNS/NAMESERVER
This is the message I have: The DNS/Zone information on this page will have no effect because your nameservers are not properly configured. and these are the namesservers Nameserver:: mx.zoho.com Nameserver:: mx2.zoho.com Nameserver:: mx3.zoho.com How
400 Bad Request
Dear Community, While accessing the Zoho desk via my custom domain, The webpage returns with a 400 Bad Request error. Kindly, guide me to resolve this issue. Best Regards, Manoj Kumar
How to Maintain/Update List prices ??
Hello, Following multiple research and mail to ZOHO team I wanted to share my experience and my huge surprise toward List prices.... and find out if anyone has a work around ?? Indeed, I am very much surprise that ZOHO CRM allow the Unit price to be updated by mean of Excel import file but not the List price... So if you have 500 products, which by the way is not big at all, you update you unit price (cost price/buying price) so far so good but you cannot update your selling price... !! What ???
Function #29: Auto-populate Expiry date on Quotes
Greetings everyone! A quote (Formerly known as an estimate) is a document sent to customers containing a detailed overview of items and their prices for potential purchase. The quoted prices usually have a specific validity period, after which the proposal
Books Inventory best to manage highly customizable produkt ?
Hello, I'm digging into a shop who uses Books and inventory to manage their products. Their specifics is that they have "basic" product, and allow their customer to add or removes options. One example: Basic product: T-shirt, colour red Options: - change
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