Experience Migrating form Reckon Hosted to Zoho Finance
Hey All We currently use Reckon Hosted (I believe this is a modified version of Quickbooks) I wish to migrate to Zoho Finance (Books & Inventory) - as part of my Zoho One Subscription (I already have Books and CRM working) I need someone who has an accounting
Adding Contacts via the Campaigns API
I'm trying to add contacts via the API, as talked about in https://help.zoho.com/portal/en/community/topic/how-to-update-leads-custom-field-via-the-api. The result is this: {code=2006, message=Contact belongs to Do-not-mail registry., version=1.1, uri=/api/v1.1/json/listsubscribe,
Default Email Templates - Zoho Desk - iOS
Hello, Everyone! In the latest iOS version(v2.8.11) of the Zoho Desk mobile app, we have enhanced and revamped the email templates functionality. Here's what's new and improved: Default Email Templates: You can now mark a template as 'Default' directly
Order Processing Work Flow and Pending Item Report
Hello, Zoho Community, Excited to join you all! Our business specializes in building materials trading, and we're currently transitioning from Tally to Zoho Books and Inventory, with existing Zoho One licenses. We're facing some challenges, particularly
Default Ticket Listing - Zoho Desk - Android
Hello, everyone! In the latest Android version (v2.6.21) for Zoho Desk mobile app, we have brought in support for the 'Default Ticket Listing' feature Previously, the classic ticket list was the default option. Now, with the Default Ticket Listing feature,
Layout and Validation rules for Quick actions - Zoho Desk - iOS
Hello, Everyone! In the iOS version(v2.8.10) of the Zoho Desk mobile app, we have extended support for Layout rules and Validation rules in Quick Actions for the Tickets and Tasks modules. When a layout or validation rule condition is satisfied, an intermediary
Custom Modules - Zoho Desk - Android
Hi, everyone! In the Android version(v2.6.20) of the Zoho Desk mobile app, we have introduced support for custom modules. Related Items Support: You can now link custom modules with Tickets, Contacts, and Accounts, allowing a integrated view of your data.
Zoho Billing
On the Zoho Billing Dashboard, there is a widget that says Subscriptions with a number. When you click subscriptions, it takes you to a report that is titled Customers, with the same number. Is this subs or customers? If you do a total of Active Subscriptions
Flow Connection Authorization Started Failing
Received an email from Flow that flows are being turned off due to "the trigger has encountered an authentication error". Went to Flow to try and reauthenticate and while it goes through the first few authentication steps it never seems to complete. When
Put the edit entry link in the All Entries submission list
It would be great to be able to get the "edit link" after an entry has been submitted (if edit entries is enabled). Sometimes it may be necessary to update a submission and it's essential that a new PDF is created. I've noticed that this only happens
Formatting Address Field as Import from multiple webhooks ? (Street = "st" "st." "street" )
Hi there, I am not good with coding so I am hoping a fellow community member or coder at Zoho to help with this. Our CRM leads are mainly dealing with address(s) as the main way of filtering through leads, and for webhooks to check if Lead already exists
Ability to define Custom Filter as a parameter in the URL
I would like to be able to construct URL in such a way so it applies predefined Custom Filter, which should be supplied as a URL parameter. Hypothetically it should look something like that: baseUrl?CustomFilter=my custom filter At the moment this is
Zoho desk - current subscription and number of users
Hello Please can you confirm our current subscription and number of users for Zoho Desk Currently looking at expanding number of users - additional 5 users Please can you advise available bundles/options which may be more cost effective Regards Paul
Forms don't print page breaks.
I have a form set up that has 6 pages, each page separated using the page break field. Each page contains information for different clients that would be worked with on a single day in a group setting so there is a need for all the information to be entered into the same form, but with each page printed separately when I use the print function. This is not the case though. When I go to print the entries for this form it just prints them all as one continuous form with no regard to the page breaks.
Is there a Deluge way to DUPLICATE or COPY a record?
I have a need to duplicate a record from inside a Deluge script, and then modify one or two fields in the duplicated record. Is there a facilitated way to duplicate or copy a record in Deluge without having to manually do an Insert Record and set each field value, which is extremely tedious on long forms? Thank you. Datazen1 datazen1@gmail.com Santa Fe, New Mexico US
E-mails are not delivered to Oulook: ERROR_CODE :550, ERROR_CODE :5.7.1
Hello, E-mails are not delivered to outlook addresses. Here is an example message from delivery software: 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. drezhko@outlook.com, ERROR_CODE :550, ERROR_CODE :5.7.1 Unfortunately, messages from [31.186.226.248] weren't sent. Please contact your Internet service provider since part of their network is on our block list (S3150).
ZOHO MAIL IMAP TO OUTLOOK QUESTIONS
hello guys, I have problem with Zoho Mail. So I bought a domain from a domain provider, then I used Zoho Mail which uses IMAP and redirected it to Outlook, then if I change nameservers 1 and 2 of my domain to my hosting provider's nameserver, does it
Can not access super Admin Mail, Super Admin mail device lost
Our Zoho super admin mail, auth device is lost and we can't purchase our annual fees for domain. We can't use most of our emails. So, we'd like to change our super admin mail to my mail.
Web Tab - Zoho Projects - Android
Hello, everyone! In the latest Android update (v3.8.11) of the Zoho Projects mobile app, we have brought in support for Web tabs. What are Web Tabs? Web Tabs essentially allow you to integrate web pages or applications directly into Zoho Projects using
Zoho Forms to Zoho Sign w/ Email+SMS delivery?
Will the integration between Zoho Forms and Zoho Sign be upgraded to allow the addition of a phone number when setting up the integration in Forms to flow into Sign for delivery? Screenshow shows Forms on the left and Sign on the right for reference.
cambio de moneda
Hola, estoy evaluando el CRM pero es fundamental para mi cambiar el formato de la moneda Méxicana ya que el sistema no la muestra como la usamos realmente. Se muestra: $2500.00 Quiero mostrar: $120.94 dolares Pero que quede predeterminada en la moneda
Unable to remove AD integration in Zoho Online Password Manager
When trying to delete the AD integration that is configured I get the error messes "Unable to process your request, Try later".
Export Analytics dashboards as JPG or PNG
I'd love to see a way to export a CRM Analytics dashboard as an image, with a date and timestamp added to one of the corners. Useful when wanting to email data to a client or vendor specifically. Doing a Print-to-PDF adds cut-off lines whereas being able
Opening Balance Adjustment question
Hello, I am having trouble adjusting the balance of my bank account on Zoho. I tried to adjust the amount through OPENING BALANCES, and that made the amount fluctuate even further. I then tried to undo the credit amount in OPENING BALANCES by deleting it, however I cannot find a delete number. Does anyone know how to adjust the amount or undoing the OPEN BALANCES credit I had already added in? Any help would be much appreciated. Please and thank you!
Time Log User Restriction - preventing time logging on specific tasks by anyone
Hi, I've only recently discovered the "Time log user restriction" feature in Zoho projects, and it appears like it will solve some big problems for us, but it isn't quite working: If i restrict time logging to either "task and issue owners" or "associated
Upcoming Actions at CRM
Hi there, Is there a way to do a report or a custom view on all the upcoming actions? I am looking for Upcoming Actions for Time Based Automations set from W/F Rules. I know where to look for an Upcoming Action for each record but I would like to be able
Features Requests: Notification settings for each chat and set specific notifications for messages via API/Deluge
By The Grace of G-D. Hi, Like many others, we utilize Zoho Cliq in various ways. A primary use case for us is receiving notifications from different applications, automations, and client accounts. Two notification features that would be beneficial for
Automatically Create a Case Record
I would like to automatically create a Case Record when a new Sales Order is entered. It does not appear that you can create a new record using the Workflow Automation functions. Am i right on this? Short of writing a program with the API, is there any
Workflow not triggering when Lead Owner updated via Button
Hi all, We've created a Button within Leads with a Custom Function to update the Lead Owner to a specific user. We want to do it this way as we limit some users access to fields. On the back of this, we've created a Workflow to generate a notification
Mastering Zoho Flow: Essential Tips and Tricks
Are you looking to streamline your business processes and automate repetitive tasks efficiently? Look no further than Zoho Flow, a powerful integration platform that allows you to connect your favorite apps and automate workflows seamlessly. Below, you'll
Contact - Remarques
Bonjour, Est il possible de rendre visible la dernière remarque sur un contact lorsque l'on est sur l'onglet contact justement afin d'éviter de rentrer dans chaque fiche lorsque l'on survole notre portefeuille contact. D'avance merci pour vos retour
User not appearing in Add Participants list
I am the super admin for our company, and I am trying to add a new employee to our private Cliq channels. This user has an active Zoho Mail account, but they do not appear in the "Add Participants" list. I've also been able to add new users in Cliq by
No Channel Section is seen in Zoho Cliq Android App whereas Channel Section can be seen in IOS Application
Is the Zoho Cliq Android Application supported Channel Section in Mobile App,as i could not see channel section in the Mobile Application
Is Channel Section not included in Zoho Cliq Android Mobile Application?
I have downloaded the Zoho Cliq Andriod Zoho Cliq Application,but i could not see the channel section in the Mobile Application as IOS Mobile Application includes Channel Section
Nouvelle vue Contact / réponse du formulaire
Bonjour, Je suis nouveau sur Zoho One et j'étudie cette solution pour un prospect. C'est un produit qui semble assez complet et j'ai une question autour des vues. J'aimerais savoir s'il est possible de modifier, créer des vues. Mon besoin est le suivant
Automatic csv export from Zoho survey response
Hi, Is it possible to automatically export zoho survey response to a csv file on my laptop? If yes what would be the procedure, the line of codes to implement?
Accounting on the Go Series-29: Customizing Your Zoho Books Experience-Harnessing the Power of Custom Fields
Hello Zoho Books Users! Custom fields play a crucial role in tailoring your invoices and customer profiles to suit your business needs. Whether you need to capture specific information for a transaction or gather additional details about your clients,
How to set a workflow trigger to activate every 6 months
Hi I understand that for enterprise version, i am able to set the workflow trigger to trigger every month, year or once base on a date field. However, is there anyway we can set it to trigger every 6 months? Cheers Luke
Update Owner email field on import
We've developed a workflow which will send out an email after 10 minutes, based on 2 emails on the record. One is the client email, the other is the owner email. The Owner gets assigned based off a Function that triggers on import, which happens before
Where can I learn about the features of Learn 2.0?
When I accessed Learn this morning there was a pop-up announcing new features of Learn 2.0, I started to look through it but accidentally got out of it before I could finish reading about it. I'm not seeing any articles in the knowledgebase about it.
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