How to create a Bill [Zoho Books] by forwarding an email attachment into Books?
Hi, I am working in setting up a basic Account Payable process. I would like bills to be sent to an email address and automatically create a bill for fulfillment. Is this possible?
Zoho Sign in Australia - ZUG Meetups - May 2024
Hello! Are you a business owner who faces a lot of business paperwork on a daily basis and needs to get multiple documents signed to close deals? Here's a chance for you to meet, connect, and network with other Australian business owners in your city
What’s New in Zoho Expense: January – April 2024
Hello users, We are thrilled to share some exciting product updates and enhancements in Zoho Expense that will help you streamline and improve your travel and expense management experience. Our latest additions include new integrations, new preferences
Automate email to vendor
Is there a way to email a vendor when a PO is created or edited? I see I can do this but only to PO owners;s etc.., and I would like to email my vendors when a PO is approved or cancelled automatically. Is this possible?
Send an alert to Vendor when PO is created or edited
I would like to send an email alert to my vendor when a PO is approved or cancelled. I see I can only do this automation to the PO creator, PO owner, or PO owners manager. Is there a way to send it to a vendor instead?
Blank dates appear at end of chronological order
With tasks but I would say it also applied to most items, if something doesn't have a date it usually means it is backlogged or not for immediate attention. However in CRM whenever you display something by date those items without any date appear at the
BOOKS ARE OUT of alphabetical order
On main screen all my note books are in alphabetical order but when I use the save link in safari they are all out of order and so hard to find what book I want it to go into. Hope this is not to confusing for you and if so I can screen shot it for you.
New phone
Hi, I bought a new phone and migrated all my apps to it. I now have Notebook on both phones but how do I delete the Notebook app on the old phone without it syncing and me losing all the data on the new phone? Nick
Undelivered Mail Returned to Sender
Hello, We use zoho mail for our business account. Since yesterday emails are not getting delivered and are failing. Below is the error. ======================================================================================= 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. This is a permanent error. shuklamanish2112@gmail.com, ERROR_CODE :550, ERROR_CODE :5.7.1 This message does not have authentication
What will happen if a record is not resubmitted within 60 days after rejection?
What will happen if a record is not resubmitted within 60 days after rejection?
Pourquoi intégrer votre application de service client à Zoho Analytics ?
L'analyse du service client fait référence à la collecte et à l'analyse régulière des données relatives aux demandes clients. Elle peut apporter plusieurs avantages, comme l'amélioration de la qualité du service et de l'expérience client mais aussi l'augmentation
Introducing '@Mention' in Zoho Writer
Team-work is best when you can collaborate and work on projects seamlessly. Zoho Writer made it possible with its real-time collaboration and intuitive reviewing features. Now, we take collaboration to the next level with the introduction of "@mention"
Import Pandas data frame into an existing table in ZOHO analytics
I need to import pandas dataframe into zoho analytics table which is already existing in ZOHO analytics. How should I do that?
How can I import a database App
Hi I need to be able to import an Excel-based price list into my app for processing. I understand that I can create an App based on data imported from an external spreadsheet. I do not wish to do this. Instead, I wish to create a button within the Creator App which, when pressed will allow me to select an Excel file of a predefined format, to import into the Creator Database. I cannot work out how to do this. Please help. John Legg Owner: The Debug Store
Adding an option to outcome of outgoing call
Is there a way to add an option to the "result outcome of outgoing call" activity? There is not an option to indicate that a message was left.
Client Script : How to populate dynamically an pickuplist
Hi, How can I populate an pickup list dynamically with data from a third-party api. I want my users be able to choose value from a pickuplist which be populated by API. setValue function don't seems to allow lists. Any clue?
Zoho Signals ENTITY_EMAIL_INVALID error
When i trigger a signel from function or api, i get this error. {"signals":[{"code":"ENTITY_EMAIL_INVALID","details":{"api_name":"email"},"message":"There is no entity with given email for which notification could be raised","status":"error"}]} My Code
Cannot submit forms with subform when using Android app
After the recent update, all our forms which contains a subform does not work/submit when using Zoho Forms Android app. App says "Error Occurred." For reference, we have no problems when using iOS and browser.
Integration with Nextiva Communications (VOIP)
Hello, Does Zoho plan to add Nextiva into the Line of Telephony Integrations for Zoho Products such as Zoho Desk, Zoho One or Zoho CRM? Nextiva is a leader in VOIP communications, and I am not understanding why no integration exists currently? Is this
Workflow which triggers after the date comparison between Today and a date field.
He guys, I have a workflow which executes 2 days before a Date Time field (Departure Date) by sending a Notification Email to a client. So if for example I will add in the Departure Date "May 3, 2024 09:30AM" then at "May 1, 2024 09:30AM" it will send
OTP Verification for forms
Hello, I have activated two-step verification using OTP (One-Time Password) through WhatsApp, and the page appears to me initially. I would like to change this option so that it becomes the final step for verifying the number. Also, I would like to know
Making Columns Available for all field types in Form Builder
trying out Zoho Forms currently and really impressed with the layout and PDF setup of the forms. However the one thing that will stop us switching from our current form provider is the ability to create forms with columns that accept all the form field options, eg dropdown. is this a functionality that will be incorporated into Zoho Forms?
This transaction has been matched or categorized. Hence, the fields which affect the transaction amount cannot be modified.
Hi, I have a receipt which I have matched to a credit card statement. The receipt includes sales tax. When I try and add the sales tax I get the error: This transaction has been matched or categorized. Hence, the fields which affect the transaction amount cannot be modified. How do I fix this? Do I need to unlink the card transaction and remove the category? This should be an easy fix, since I'm not actually modifying the transaction amount - just the reporting of sales tax. Thanks
Downloads folder
Hey guys, When using the zoho mail client from my browser, when I download an attachment it will automatically download the file to my Downloads folder. This is great! Now ,when I'm using the windows desktop version, every time I download an attachment
The value passed for the 'orgId' parameter is invalid.
When i try to run get OrganizationFields API using invoke API i got this error { "errorCode": "UNPROCESSABLE_ENTITY", "message": "The value passed for the 'orgId' parameter is invalid." } Here is my API: https://desk.zoho.in/api/v1/invoke?orgId=849345046
How to search tickets using custom fields
Hello everyone, I'm trying to use deluge on Zoho CRM to find all tickets from our customers. We identify they using a custom field on Zoho Desk called "id_ideris". Here's what I did: id_ideris = 13238; mp = Map(); submp = Map(); submp.put("cf_id_ideris",id_ideris.toString());
why error occur when use lookup code?
why there is an error said PO_Rec.PO_No is type of number form fisrt pic but in 2nd pic i use the same lookup code but error doesn't occur *PO_Rec.PO_No is lookup field from single line
Mix hourly rate and fixed rate tasks within projects
some of our services are billed on an hourly rate while others are fixed price per unit. The billing type is determined as one or the other when setting up a project but we need a mix of tasks using both billing methods in a single project. Is there a
Page iFrame embed
Is there any way to remove the heading bar from a report iFrame embed on a page? Also, is there any way to disable scrolling from side to side?
loading remote content privately in web UI
Similar to ios https://www.apple.com/legal/privacy/data/en/mail-privacy-protection/, add an option in mail web UI to load remote content without exposing user IP
How To Sort List of Maps?
I have the following below; If I return Collection(keyList) at the bottom, keyList is sorted correctly (I've tried both true and false and it works). But when I add to my sortedList in the order of my keyList the sortedList is not sorting how I want -
Exporting Reports as XLSX
When exporting reports as excel, the sheet name in the exported excel file is named after the report link name. Is there a way to rename the sheet on export? My problem is the report link name has_underscores_in_the_name and does not allow for spaces.
How do I customize the subject field picklist in the Tasks module based on logged in user role?
Hello, We are setting up Picklist options in the subject field in the Tasks module, but due to the volume of different task subjects needed by different departments, we'd like to be able to only display the ones relevant to the logged in user. Is there
Zoho people envío de plantilla tras cambio de turno
Buenas amigos de zoho, Estoy montando los turnos de semana de los empleados de la compañía y a la hora de cambiar el turno se manda un correo automático de notificación, este envío quiero quitarlo pero no consigo eliminarlo. ¿Alguien sabría? Muchas
How to have a Merge and Sign template at the same time ?
Hi everyone, I am working on my company's blueprint and I've got a problem using the merge and sign template in zoho writer. I try to find a way to make Zoho Sign process easier, but I can't use the template fonction for quoting for exemple, because I
Please Add Branch under Zoho Expense
Right now, Branch is only enabled under Zoho Books. Zoho Expense doesn't have tab for Branch. In this way, we can properly account all expenses under a specific branch.
Enhanced Drill-Down Functionality in Zoho Creator Applications Usage Report
Dear Zoho Creator Team, I'm writing to request a significant improvement to the Applications Usage report within Zoho Creator. Currently, the report displays various metrics, but it lacks the ability to drill down for deeper insights. Current Limitations:
Zoho API insert/update custom fields for tasks
Hello, according to the documentation ( custom_fields JSON Object Value of the custom field. Example : {"UDF_CHAR1":"Hello"} ) however, when I try to insert a new task my custom field (in my example UDF_CHAR9) is never filled in. The same happens when
Zoho Books email notification.
Hello everyone, I was wondering something and can't seem to find an answer or a way to do it. In Zoho Books when you make an e-mail notification for example for quotes. When you manage the template, you need to select a from address. If you leave it blank
Calendar Events Moved to Next Day
I have synced Zoho Recruit to my Office365 email and calendar. - When I create an event or interview in Zoho that starts before 5pm but finishes at or after 5pm, the start time and date remains the same, but the finish time gets changed to the end of
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