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
How to update custom field for each invoice item by deluge ?
I have below code to try to update custom field named "Com". When I run it, I get this error message "{"code":15,"message":"Please ensure that the invoice_items has less than 100 characters."}" The reason I tried this way is because I didn't find how
[Upcoming Webinar] Refined data and faster insights with data preparation
Data preparation forms the bedrock upon which insightful analyses and informed decision-making stand, directly impacting business revenue. However, preparing data is often perceived to be a complex and time-consuming task that often demands IT intervention.
email from someone to me somehow get block
Hi, I Am an admin in my company, is there any chance I can see blocked email by zoho server , so I can decide which email should not be blocked?
Track inventory use for project without billing
Now using the trial version of zoho book and inventory. Watch a lot of video and read the FAQ. Is ther a way to transfert or track inventory use for a projet or customer. Let say monday, I use 10x Item A Thurday, I use 10x Item B Friday, I use 10x Item
Backing up emails for a deactivated user - please clarify conflicting info!
I have seen conflicting responses on this topic over the years and I want to confirm the right approach. I have an employee who left. Her IMAP configuration was active. I do not want to lose her email history. It appears from current help documents that
Date Import Probems
I am trying to import lead with a date field. I have tried multiple formats in both Excel and CSV format but nothing works. How do you import a date field correctly?
Edit or annotate images (add text, shapes) when sending an image on Cliq
Hello, when sending an image, it would be very usefull to be able to edit it or annotate it (adding text, shapes) before sending it. Something like this:
Channel muted unless @ mentioned
Can we get a mute option that allows us to mute a channel unless we are directly @ mentioned or our team is @mentioned? I know a response could be to make more specific channels, but we have some cross collaboration and people have been known to mute
Adding Zoho Account to Iphone Mail
Hello, I've recently signed upto ZOHO and added three email address's to my account for my own domain. The emails work fine on Web-Based & ZoHo App, but am really struggling to add to my iphone mail box without recieving password errors. Is there any
Zoho recruit linked to LMS features
Hello, For some people in my recuit database, I'd like to share with them something like a LMS. The candidate portal would have been a good solution but the portal is very basic. I want to be able to share standard document/content/video and also specific
Using freelancer for zoho creator
Hello, We have found a freelancer to create an app in zoho creator for us. This person will need to have access to our zoho books, creator, zoho inventory. But in the same time i want to "control" what he has access to (for sensitive information). What
Free webinar: Customizing user roles and permissions in Zoho Sign for granular document access control
Hello! Do you have a lot of users in your organization that use Zoho Sign? Are you finding it difficult to segment or limit their access to relevant documents and data? If so, we invite you to join us on Tuesday, April 23, for an exclusive webinar, where
Sudden "UnParsable Date" in a function that has been working fine
Hi guys, I have had the below function running just fine for a couple of months and then on 19th March, for no apparent reason, I noticed a failure with error code: - UnParsable date at Line Number: 8 When we actually input the date in the field, it's
Customer purchase order tracking
Is there a way to upload Purchase orders sent to us from our clients for products that they are in need of? I want a way to upload them all into one area to show what purchase orders I have open that need to be completed.
Need to know if we can automate the process of generating a PDF against the Quote using an API
Hi, I am working on integrating zoho with a third party application for exchanging the data between the 2 applications through API. As a use case that we are trying to implement, I want to generate a PDF against a Quote for an opportunity as a trigger
Delay in Ticket showing on Zoho desk after notification of new ticket
There have been delays between notification of a new ticket and it showing up in Zoho desk. Is this a known issue?
Zoho-Desk Extension Installation Error
Hi, Upon logging into Zoho Desk and clicking on the provided extension URL, which used to open without issue, I am now encountering an error. Your assistance with this matter would be greatly appreciated. Error MessageError Message: Something went wrong
Set tags and ticket informations for email tickets
Hello everyone, Is it possible to define tags or other information for tickets opened via the email channel? For example: defining an email subject as "Some subject #tagNameA #tagNameB" could result in a ticket with the title "Some subject" and with two
Allow Merging Tickets via Contacts and Accounts Modules
Dear Zoho Support Team, I'm writing to request a new feature: the ability to merge tickets directly from the Contacts and Accounts modules in Zoho desk. Current Limitation: Currently, Zoho desk doesn't allow merging tickets from the Contacts and Accounts
New Report Module - Inclusive Relationships
I have been working with Zoho Support on an issue with the new Reports module. It is a wonderful upgrade to what was originally there. Unfortunately, there is a pretty major bug in it. If you have a parent module with an inclusive relationship to the
Zoho Wrokdrive sync issue
Hello team, I have an automation setup wherein we download a few videos in Windows Server 2019 and using Workdrivesync we sync those videos to Zoho Workdrive. For last 2 months it was working very well but now the videos are syncing but we are unable
Easily Resolve Zoho CRM Sandbox Conflicts During Deployment
Dear Enterprise Community, We are thrilled to announce a significant enhancement to our Sandbox, aimed at further enhancing our services and optimizing processes. In our ongoing commitment to delivering excellence, we have implemented a feature designed
Power of Automation :: Track the progress of the Tasklists and update at the Milestone & Project levels.
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
Limitation of reports on Zoho Projects Integration
I was really excited when I found out that we could integrate our Projects & Prople data into Creator, because we thought it would allow us to use Projects as a datastore but wrap some of our workflows around our work, but we've hit some limitations.
Embedded forms not mobile friendly
We need the forms that are embedded into Wordpress or Joomla websites to be mobile friendly out of the box. In this day and age when mobile usage is at an all time high it is high time for Zoho to enable this feature out of the box.
What is Bussiness Messaging Credit (Whatsapp) in Zoho CRM?
I am trying to integrate Whatsapp API into Zoho CRM. so I am reading this documentation below: https://help.zoho.com/portal/en/kb/crm/connect-with-customers/business-messaging/articles/whatsapp-integration#Integrating_WhatsApp_Messaging_Service_with_Zoho_CRM
Zoho Bookings Multiple Calendars per Staff Member
We have multiple brands and each staff has a calendar for each brand. Can a staff member have multiple calendars synced in Zoho Bookings?
Calendar in email App not working for 2022
Hi, my calendar in the email app is not displaying any meetings beyond 1 Jan 2022? Is there a setting that I need to update? Thanks
Accounting on the Go Series-32: Streamlining Operations-Printing Delivery Notes and Packing Slips via Zoho Books Mobile App
Hello all, Welcome back! We've always emphasised the importance of accessing essential features on the go with the Zoho Books mobile apps. Today, let's see how you can seamlessly print delivery notes and packing slips directly from your mobile app. A
Scheduled Ticket
Create a periodic ticket and that an agent is assigned with the respective client. Regards, Victorino
Export as cvs, Tidy up data errors using Excel then re-upload corrected Customer List back into Bookings?
Hi, I have downloaded csv file of nearly 3000 customer contact details, and have the following issues. Names are not always Proper Capitalised? Phone format are not consistant, eg some has 440 some 44 and some 07. And out of the 3000, only 29 duplicate
Zoho Projects: Planning a User (Partner, external) as passive user
Dear all, is it possible to add a User to plan its activities without sending the User an invitation E-Mail. That means, that the User is not involved in Zoho but the Project Manager plans the activities (work hours/Actuals) for budget purposes? Basically
Relay authentication - How to know the credential ?
Hello, I am trying to setup email relay on zoho crm, howeveron the last section "Auhtentication" if i enable it, my provider is "other" (i have my own server and host), then it is asking for username and password. The fact is that i don't know what to
Not possible to fix a Pipeline in Kanban view for users/roles etc
Good afternoon, I don't know if anyone can help us but we have a big problem with the Kanban view. We currently have several pipelines, associated with different areas of the company. Each Pipeline has its different stages and blueprints. The fact is
When is CRM going to update the Kanban View?
The Kanban view is very aged in Zoho and needs to be refreshed. When can we expect to see this updated to look more like Pipedrive, infusionsoft, ActiveCampaign, etc?
Uncounted pipelines
Hello, I'm having an issue inside the Deals module. When I click on "Deals", I can see a Kanban view with all the deals that I created. Above this list, there's a filter where I can filter deals by pipelines. My problem : for now I only have one pipeline,
CRM Kanban Views and Functions - Stipulate default pipeline and Archive
#1: For us, the fact the the CRM Deals kanban view defaults to "All Pipelines" is useless and confusing. We wish it would default to the "default pipeline" view. We have a couple of pipelines that has absolutely nothing to do with each other. So, to see
Pipeline selection in CRM reset to "All Pipelines"
Hello, in Settings->Customization->Pipelines I have a single pipeline, that is set as default. In Deals there is a dropdown to select my pipeline. However as I navigate the CRM, the selection is reset to "All Pipelines". Is this a config issue on my side
Delivery Status Notification (Failure): Message Blocked sending from Zoho CRM
As of this morning we have been getting a message blocked notification when sending emails via Zoho CRM. Please see below. Any ideas what the issue is? Message blocked Your message to xxx has been blocked. See technical details below for more information.
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