Salesperon PlaceHolder
Hello, I want to add the salesperson in an invoice email notification but salesperson is not listed as a placeholder. How can we get this done? Thank you
Setting up a 2 tier Reseller model so distribution accounts can have other partners associated
We are a software company and we now have a need to add another layer to our CRM account structure. I would like to understand the best practices for having a reseller partner account associated with a distributor account. I would like the distributor
Headless CMS
The one product I think Zoho should consider building which would really round out the sales & marketing side of its business is a headless CMS. That headless CMS can then be integrated with Sites, landing pages, campaigns, marketing automation, social,
Bill of Supply - Header not accepted
There is good provision in Invoice to add Headers to categories invoice items however the same is not available in Bill of Supply. When I try to add it in Bill of supply, it vanishes as soon as I save it. Kindly look into.
Can I filter a specific account when in the reports?
Hello everyone, Good day. Is there a way to filter specific account or accounts (not account type) when running Balance Sheet or P&L or the Ledger? Thank you.
Workflow triggered by a change by Schedule
I hope I'm wrong but it looks like if I have a Schedule to change some records, those changes will not trigger a Workflow that's supposed to be run when that field changes. Why would that be?
Automatically convert accepted Estimate to Sales Order
Hi, I see Zoho Books has the option to automatically convert an Estimate to an Invoice, but not to a Sales Order. Please add this option, so that an accepted Estimate can automatically be converted into an OPEN Sales Order. Thanks :)
Why is there an delay in the recording of my webinar?
My audio is a few seconds ahead of my presentation when I record my webinars. Is there a setting to fix this?
Bouncing back incoming emails
Hello. I have a issue where incoming email bounces back, and it is really a problem for me and my company since we need the receipts etc that we need for the declaration. Please can someone help how to solve this bouncing problem? I am clueless. Thank
コミュニティユーザー Q&A #2 電子署名編（Zoho Sign）
こんにちは！ Zoho コミュニティチームの中野です。 「コミュニティユーザーQ&A」では、イベントで取り上げたユーザーさんからの質問とそれに対して行われたディスカッションをコミュニティチームの独断と偏見でピックアップし、関連する情報とともにをこちらで共有します。 第2回目の投稿では、「Zoho Sign で電子署名を行う方法」をご紹介します。 質問：Zoho CRM の差し込み文書で作成した書類に、Zoho Sign で電子署名したいのですが、 他のユーザーさんがどのような流れで署名を行っているのかを知りたいです。
How do I change the "Theme" colors in my color palette?
Hi! How do I change the "theme" colors in my color palette. I see "theme", "standard" & "recent". I can't find where at all I can update these colors. I have tried going to Visual Editor and going to "Presets" & updating the color palette there by using
Can't update the app on Linux
I keep getting the message "Update available. Do you want to update to latest version ... ?" I have v 2.2.2, it asked me for 2.2.4 and now for v3.0.2. When asked, I press "update" and am taken to Zoho to download the latest .deb file. I install the new
video is sent as attachment
Hello. I have been trying to link a Youtube video to my campaign. I sellect a word, add a lik to the video, preview & test the email. The things is that the video is sent as an attachment. I have already tried the merge video tag as well, but the same thing happens. I dont want people to receive the video as asn attachement. What can I do?
ZOHO SURVEY LIVE FORM
Hello All, Zoho Survey live form is not working for past few hours due to some server issues. We apologize for the inconvenience. We are working on it to put it back on track. For time being, use this domain to host the surveys "public.zoho.com" instead of "survey.zohopublic.com". Example : Actual Survey link : https://survey.zohopublic.com/zs/pPy2YJ. Modified Survey link : https://public.zohosurvey.com/zs/pPy2YJ. We will update once the server is back on track to host the surveys as usual.
Terms and conditions depending on product type (product vs. service)
Hello, Our company sells both products and services and I would like to have the possibility to change the quote terms and conditions depending on the product type (product or service). Is there a deluge script that I can use for that (or any other option)?
Dúvidas do Zoho Desk
Olá Pessoal, Criei esse tópico para saber quais são as principais dúvidas sobre a ferramenta Zoho Desk. Segue um link de um vídeo overview do Zoho Desk. https://www.youtube.com/watch?v=HKviLQiDMxg&t=74s
Zoho not loading attachments
Zoho CRM not loading Pdf files. Status bar shows just about finalized, then "upload failed"
Kaizen #137 - Lead Conversion using Zoho CRM APIs
Leads represent potential sales opportunities sourced from various channels like trade shows, seminars, and marketing campaigns. When a Lead shows promise, you can convert them into Accounts, Contacts, and Deals. Imagine you have a Lead named Pat Boyle
Emailing from CRM - That should be easy....
Hi there, i'm having struggles with Emails to be sent out of CRM. In the specific case right now i would like to send form and/or survey links but i found a lot of obstacles on the way: sending emails from ACCOUNTS module: this would be most common for
Enquiry to job card conversion?
If you have an enquiry number only and in Zoho it has already been converted into a job, how do find out what the job number is?
Open PGP integration with Zoho Mail is now here!
Hello Community, We're in much delight to announce that the long awaited integration of Open PGP with Zoho Mail is now released to users in US, EU, AU and IN DCs. With this integration. you can now send out encrypted and digitally signed emails which
How to record the sale of a fixed asset.
Hi, I used the following guide to record purchases for fixed assets (real estate): https://www.zoho.com/in/books/kb/expenses/record-fixed-assets.html If I sell one of these assets, what is the correct way to record the sale? Thanks, Genaro
Feature Enhancement - Zoho CRM's revamped timeline view now extends to three years and offers enhanced support for notes, filters, and email statuses.
Hello Enterprise Community, We're excited to announce that the look and feel of Zoho CRM's timeline view has been refreshed! Along with this UI refresh, we've added some new capabilities. You can now do the following: Use the timeline to refer to events
Custom Function SalesIQ
I'm currently investigating inquiries regarding SalesIQ and the integration of Custom Functions within our SIQ departments and threads. Is there any possibility to add custom function within SalesIQ? and if so how can this be done?
Zoho's products and pricing
Hello, I would like to ask about Zoho's products and pricing. Can you give me a quotation? More so, my client, from Vancouver, Canada, has multiple emails from various domains (Gmail, Outlook,etc.) and would like to integrate them into one platform. Does
vault backup, one drive
Hello. One Drive is telling me that it does not allow the personal vault file. I'm afraid that if I delete it, it will be deleted from my computer as well. Is there a way for me to make a back up file with my passwords? Thanks
How do I add a past unpaid balance to a new invoice?
I'd like to add my customers' unpaid balances to each of their new invoices as a reminder, but I don't want to charge them for the unpaid balance twice by adding it as a new item. How can I get around this?
Creating a contacts list in Campaigns based on Account segmentation
Hi, My client has accounts in CRM in various sectors. Within each account, there is a field stating which sector an account belongs to. We would like to create contact lists from accounts, based on the value of each sector to create relevant campaigns
How and where should I log an insurance payout in books?
Hi, I have a little question. So I have bank feeds set up and am trying to categorize a payment. DHL damaged one of my parcels and issued me a credit note for the damage done. This has then been paid into our bank account by them rather than using it
Multiple E-Mail addresses for contacts
Dear ZOHO Team, this is a problem for many, many ZOHO users for many, many years now - and, IMHO, would be so easy to solve: I have many contacts using multiple email addresses - but ZOHO seems only to be able to recognize a contact via ONE email address.
Make related list appear with a condition
Hey guys! I have an education company. I am using the CONTACT module for FINANCIAL MANAGER (parents) and STUDENTS. I created a custom field called CONTACT CLASSIFICATION ("classificação de contato" in Portuguese) with 2 options FINANCIAL MANAGER ("responsável
Sending mail through Gmail using Zoho smtp: "535 Authentication Failed code(535)"
Hi Zoho team! I am trying to send mail using Gmail through my Zoho account, but when I add my Zoho account I get the following error: Authentication failed. Please check your username/password. Server returned error: "535 Authentication Failed code(535) " My username and password are correct and I am using SMTP server: smtp.zoho.com with a Port of 465 (SSL). I was wondering if I'm the only one who has this problem and if anyone can help me with this? Thanks!
ZOHO Booksk Mobile App
Good Morning I Could send Estimate Invoice etc from my mobile app from ZOHO Books ( I am the admin). But from last couple of days unable to do the same. It was such an excellent feature. Wanted to find if some settings have to be Changed or the feature
URL in Button or Image as a merged Field
Hi There, We are trying to use a merge field to sit behind either an image and button. It looks like that it is not possible. Does anyone have any ideas on a work around. We are trying to have the Add to Apple Wallet & Add to Google Wallet become a link
Zoho Books not using Stripe integration on invoices
I've had Stripe integrated with Zoho Books and the option for Stripe to take credit cards and ACH, but when I check the box when sending an invoice to include Stripe, it isn't showing up when customers receive the invoice. Wondering how to get Stripe
Unable to send message;Reason:452 4.3.1 Temporary System Error
Dear, I can recieved email, but can not reply or sent email. I got error: Unable to send message;Reason:452 4.3.1 Temporary System Error Please support. Thanks./
452 4.3.1 Temporary System Error
I'm trying to send emails to the SUPERUSER PRIMARY user leticia@leticiakacessorios.com.br and it isn't working. I can't send emails with this account. When I try to configure it in the Mailadmin, it gives me ACCESS ERRORs. All I get is " 452 4.3.1 Temporary
Zoho Practice Downtime / Unable to Login
Dear Team, We are randomly unable to login to Zoho Practice since this morning. All our team members are reporting this issue. Work has come to a grinding halt and we are not getting any support or answers. This is a highly serious matter of concern for
Autofill Creator published form with Dyanmic url params
I have a published form that I want to embed in my organization's website. The page url that it will be embedded to has the user's account number appended to it. How can I access this parameter to dynamically fill a field for my form? I have achieved
get rid of streams
How can I entirely remove "streams" from Zoho? It's dumb and in the way.
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