Zoho and Avalara - Marketplace Order Handling
Hi, we currently utilize the Zoho Books and Avalara connector to extract transactions and track taxes in AvaTax (Avalara). As it currently stands, our marketplaces, (Etsy, Amazon, Walmart), are directly integrated with Zoho for order fulfillment. Somehow
Integrating SalesIQ + WeChat: Converse with WeChat users directly from SalesIQ!
Hello everyone. We're back with another exciting update! The much-awaited integration of SalesIQ with China's most-used instant messaging application, WeChat is here. With this integration, you can now connect your business' WeChat account with SalesIQ.
What is happening? Cliq Not loading on the web
Hello, What is happening? I have been trying to access Cliq for almost 10 minutes, but it is not loading. Each time I refreshed, the loading stopped at the display of quotes for the day.
How To Hyperlink A Picture In The Body
Hello my name is John Zarate, I've been trying to hyperlink a photo that is in the article body of my email and it won't link up. It's always asking me to put a text for the link, and I don't want a text hyperlinked, I want my picture hyperlinked. So
Line Item Description - Line Breaks | Deluge
Hi, I'm trying to update a line item's description and cant figure out how to add line breaks. If I get an existing line item's description with line breaks, I can see that they are set as the regular "\n" (As this is a JSON). But, when I try to insert
Download Failed from sheets
If I create a spreadsheet, then select the area, I go to download as PDF and it says Download Failed. This has worked for years, but suddenly today it hasn't. I have tried on different browsers, linux and Windows with same results.
I cannot highlight on a pdf file, and I cannot copy-paste with 2 files opened?
I am using Notebook on PC and Surface Pro 6. I add pdf papers to read on the Surface when I am out. Sadly I cannot work much on it as I want. Specifically, when I choose some texts, a box appears with "copy" and 3 dots. When I click on the 3 dots, it
Nested Collection is missing in PRO version
I have PRO subscription, I do not see Nested Collection option in Desktop & Web App. Pls see below screenshots;
Access to files uploaded in CRM as attachments
Is it possible to view in one place all the files uploaded as attachments in the CRM? Sorted alphabetically or in one or another way in catalogs? In the integrated Documents function or in the separate Documents application. It would be very convenient
Cannot receive emails
Hi, I can sent emails from my @ domein email adress but cannot receive emails. Cant find what I'm doing wrong. Thanks
Adding custom sort to sort options
Hi! Happy to connect! I am so excited to use Zoho analytics which is so easy to map the required data from marketing, new project development teams, clients, and vendors. I have the option of sorting either by ascending or descending. It would be of greater
Filter Invoices by Custom Fields
I need a list of invoices in Zoho Books based on the value of a custom field - all invoices with a value of 35 in the custom field. This is my current code: sOrgId = organization.get("organization_id").toString(); CustomF = Map(); iValue = 35; CustomF.put("customfield_id","2575294000004994047");
Zoho books custom function
Hello, I am trying to code custom function in Zoho Books that would change status of Invouce from draft to sent or paid but I cnat make it. Can you please help me with coding. Code sample: orgid = organization.get("organization_id"); invid = invoice.get("invoice_id");
Change Status of Approved Purchase Order to Issued after via Work flow
I have created to issue or send approved purchase order via a workflow, work flow is working fine but now i need to update the status of Purchase Order from approved to Issued once this work flow is initiated. Please let me know how can i do this using
All Zoho Survey tables explained
Introduction Hey everyone! Sometimes, deciphering the structure and meaning of data in Zoho Analytics, especially when Zoho’s native syncs and integrations are activated, can be quite challenging. That’s why I’ve put together an overview, not only to
I cant receive mail
I just switched to Zoho to receive mail on my purchased domain, and I have fully configured MX files within it however my email still won't work, and I cant receive mail at all. Upon emailing it with another email, it created this error: The response
Kaizen#135 : Third Party Integration using Client Script
Hello everyone ! Welcome back to another enlightening Kaizen post! In this Kaizen post, we'll explore how to invoke a Third-Party API through Client Script. This enables you to seamlessly connect to external services and fetch dynamic data. Stay tuned
Urgent. Search is broken in Team Inbox
Hi there, Zoho TeamInbox Search is not working correctly. Email results are not showing up even though the email is clearly there . Search is only bringing up old email chains. Not stuff I just sent even This is causing a MASSIVE headache as we can't
554 5.2.3 MailPolicy violation Error delivering to mailboxes
This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. 554 5.2.3 MailPolicy violation Error delivering to mailboxesI am not sure why i am getting this, please
Adjust Edit Items screen spacing to be consistent with Edit Composite Items screen
In the current form there is a difference in spacing for fields when displayed on the item edit screen, vs the composite item edit screen. I have a custom field with a field description of 17 characters. On the Edit Items screen the field appears truncated
unknown server being used for mailing out invoices.
Hi, I have noticed that some of our zoho books invoices are getting bounced by our customer's mail server. I have found that our invoices are being routed through a server at: sender201.transmail.net. This was discovered using mail-tester.com This server doesn't match anything in our mx or tx records for our domain. This is causing many of our customer mail servers to reject our invoices. Any help would be greatly appreciated.
Early Access for GraphQL APIs
Update 25th Sep 2024: GraphQL APIs are now open across all DCs including IN DC for Enterprise, Zoho One Enterprise, CRM Plus and Ultimate edition orgs. Please note that GraphQL APIs are not available for Trial Edition of these editions. Update 27th Aug
Regular expressions in mail filters
Is it possible to use regular expressions (regexp) in mail filters? If no is there a plan to introduce it?
Custom fields for a user
Is there an ability to add a custom field to a user object and update it via the API?
CRM Connector for GMail
Is there a way to reset the time in CRM Connector? The time in mine seems to be 6 hours ahead of the actual time where I am.
Zoho Writer Mail Merge issue
Most of my mail merge documents merge without problem. However I have one that will not load/ open when I try to mail merge. It doesn't even have the red loading line at the top of the page. Any idea why this is happening??
How to control phone format display
Hi , Just wondering why different login user can see different phone format. May I know how can I unify the phone format in CRM?
SendMail Functions No Longer Working
I have a few functions that get triggered by email filters. All of the functions with SendMail have stopped working. They all have been working fine for a few years then suddenly stopped working about 2 weeks ago. Tried emailing support but haven't received
Module field limitation - Assets
Hi, I would like to add additional single line fields to the asset module, though am unable to, as the option is greyed out. It appears the field is limited currently to a maximum of 17. Please refer to attached screenshot. Can this be increased? Thanks,
Add Tags to Execute On in Workflow Rule - Automation and in Argument as Custom function input
Hello, 1. We have a use case in which we need to trigger workflow automation when tag(s) are added to a ticket in Desk. So, we need the tag field to be added to the "Field Update" option under "Execute on" section of the workflow setup, 2. Add tag field
Option to filter test tickets from Default ticket views
Hi Team, Hope you're all well. I was wondering if you would consider a feature on Default Ticket views: The option to filter out on some fields such as Subject or Account to start with? Right now all Default views ( see list below) are polluted with
Custom Function - Searching Keywords in Latest Email Reply from Customer
Hi All, I got provided from ZoHo Support the below sample custom function to use for ZoHo Desk. This function is supposed to search for specific keywords within a customer's most recent email reply to a ZoHo Desk ticket and then send out an email alert
Night Mode - Grey Option Needed
Please provide an option to select a 'dark grey background' in night mode. The 'black background' is too black and not pleasant to look at. The while background is nice but is too bright for working in the evening. Adobe has a nice dark grey version of
Search function not working in Zoho Desk
Hi there, I'm finding the search function in Zoho desk is not showing all tickets related to search even though we know they are there. Potentially not picking up key words or searching through the whole database. Can this please be looked at by dev
Add Comments to Tickets via Zoho Desk "Update record" Integration Task
Dear Zoho Desk Team, I'm writing to request a new feature for the Zoho Desk "Update record" Integration Task: the ability to directly add comments to tickets within the integration workflow. Current Challenge: Currently, adding comments to tickets within
Automation #12 - Automatically add comments to tickets when criteria matches
This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize
Recurring email weekly - Zoho CRM Workflow
Hi, I would like to ask how can I configure my workflow, I would like to send a weekly email reminder to all my branches work email. I tried the CRM workflow by using the date/time field to based on - this only gives me monthly and yearly option. So I
LESS_THAN_MIN_OCCURANCE
Hi everyone, I've been quite stuck using the Zoho Workdrive API and I was hoping anyone could help me out. Currently I keep getting a LESS_THAN_MIN_OCCURANCE error when trying to upload an image to the Zoho Workdrive API. I am really unsure what this
Convert master slide item to placeholder?
There are some elements on the master slide that I’d like to be editable. I know I can delete the item and replace it with a placeholder that I’ve styled the same way, but it would be a lot easier if I could convert the existing element into a placeholder
zoho contacts won't enter automation
I have an automation set up. The contacts are put into a segment, but they won't enter the automation. Here is the photo of the segment with contacts automatically added s The automation starts with a trigger to add new contacts that are in the Keyona
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