"Organization is already integrated" when trying to Associate with Zoho CRM
I'm trying to associate Marketing Hub with Zoho CRM but I keep getting "Organization is already integrated" What should I do?
Zoho Social Account
Dear sir/madam, If I understood correctly, Zoho Social is part of the Zoho One package. I have a trial account with Zoho One (today is the last day) but Zoho Social logs in on another account. Same e-mail but I'm only given the option for a separate package.
How to stop workflow email sequence in CRM when a lead replies
Hi, I am running a 4 step workflow email sequence in CRM and whenever a leads replies, I manually change the trigger field to something else, like if trigger was on active, I change it to replied but it does not stop email sequences from going out to
Auto Assign "Non Billable" in workflow
Good day, is there a way to auto-assign a ticket in a workflow to "Non-Billable" We receive a large no of alert tickets from various devices, we have a workflow that auto-assigns the ticket to tech and auto-closes the ticket, since these are only alerts
Remove Special Characters
Hi folks, I know that Number field type, does not allow the data to get submitted if there are any special characters eg:- entering 1-1-1- in a Number field type & submitting the form, will show as error / invalid entries. I have seen removealpha(), remove aphanumeric() in string funtions. But i was not able to locate any function that allows to remove special character tried giving alert = input.number1.abs() , but alert just did not pop up. Wonder why? Infact, i would like to use removeallspecialcharacters()
New to Zia's call intelligence: Quickly identify important keywords from call transcripts
Dear customers, For most businesses, calls are an effective way of communicating with customers, partners, vendors, prospects, or others. Accordingly, we recently introduced the Call Transcription feature and extended Zia's intelligence capabilities to
Need option to BULK Update Location (Reporting Tags) for Journal Vouchers
Hello Zoho Need option to BULK Update Location (Reporting Tags) for Journal Vouchers Please do the needful here. Thanks
Changing summer time on table time
Hi we have a table containing several data, including a column with a date and time (in this format 2023-02-17∙08:40:56.000). I need to add an hour (+1 hour) to some cells, those of the period between march and october, but I cant find how to do. I usually
PDF Templates for non-inventory modules
Hi, With the new limitations in mail merge, it poped up something i asked about 4 years ago. Some of my clients use mail merge only because the PDF templates are not available to non-inventory modules. if it is possible to enable to in other modules,
Transfer Order to same warehouse
Is this possible to Transfer Stock to save warehouse? I'm doing this because I would like to use the transfer order to transfer batches only
Zoho mail on Mac and iPhone won't sync
Hello, need some help please. My inbox sync on Mac and iPhone so if I get an email it arrives on both, if I delete it deletes on both. My issue is SENT items. If I send on iPhone it does not appear in sent items on Mac, and if I send on Mac it does not
Image resizing/scaling maintains aspect ratio
Currently in the column properties of Reports, the image widget allows the user to specify either "Actual size" or a fixed W x H in pixels. However, using the latter forces any sized image, regardless of aspect ratio, into that exact size, deforming the image. Can this be made "smarter" so that it maintains the aspect ratio of the image, up to the maximum as specified? I.e. if I have an image of 800 x 600 and I have specified my pixels as 400 x 200, then the resulting image will be 267 x 200. Hope
Double close real estate transaction
Hi. How should I book a double-close real estate transaction? I buy a property and immediately sell it with a double close. Lets say I buy it for 40,000 and sell it for 50,000 the same day. I wire the 40,000 to the title company and later the same day
Error when attempting to add an item to a related list in Contacts
Hi, In our contacts layout we have created a Lookup field called "Trusted" to allow users to link other contacts to main contact. I need to add items to this list for any given contact via the REST API. I've been following the article https://help.zoho.com/portal/en/community/topic/kaizen-48-related-lists-and-related-records-api
In many examples of the WorkDrive API the team id is required. How do we find the team id?
It's relatively straight forward. How do we find the team id? Where is it?
Connect Error
My emails are supposed to be shared with my co-workers and all the settings are accurately set, but they cannot access my emails. When I check the settings page, it says CONNECT ERROR. I cannot figure out how to fix this.
Lead conversion, field mapping and deal conversion
Hi, we are new users of Zoho One and are trying to get on par with easier/lighter customizations & workflows. Case 1: When we convert lead to account (using the convert button) we want to set the account type to "Prospect" - how do I setup this workflow?
Is it possible to make Functions to take in Map or List as parameters in CRM?
I'd like to to create some standalone custom functions to allow me to manipulate data. I'd like to take in List or Map variables as parameters. I want to use REST API to send some List or Map variables to those functions. Currently in the Function editor,
Accounting on the Go Series-25: Simplify E-Invoicing Compliance with Zoho Books Mobile App
Hi Zoho Books Users! Welcome to another edition of "Accounting on the Go." Today, let's explore how Zoho Books revolutionizes your e-invoicing experience right from your mobile device. E-invoicing has become a vital aspect of modern business operations,
Cannot reply back to sender's email when receiving a form submission from contact form 7
Whenever I receive a form submission email from contact form 7, when I try to reply back to that email, it doesn't send it to the sender's email address but rather my own email address and I end up receiving the email back. How can I setup zoho mail so
Email reply from zoho mail to gmail
My abc@gmail.com is forwarded to aaa@zohomail.com it means every time abc received email it will also forwarded to aaa, For example. supplier@company.com send email to my abc@gmail.com and my aaa@zohomail.com will also receive this. If I want to reply
Unable to unblock IMAP
Hello I am unable to unblock IMAP for user ID 465743420 I get the following error in admin mail console when unblocking IMAP Please help with this, it was blocked for suspicious login, but it was just because of using and trying new VPN app on the Android
Renaming the Services and Appointments module
Hello, I was able to rename the Deals and Accounts modules, but I can't seem to rename the Services and Appointments modules. How do I do that? Thank you!
What's New in Zoho Inventory - Q4 2023
Hello, users! As we draw curtains on 2023, we would like to thank each and every one of you for being a part of our exciting journey so far. 2023 has been a year of performance enhancements and updates. We've tried to fill the small gaps that you've been
Error: Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
Hi there, The domain (zecoolinvestment.com) registration lapsed, then was renewed but the MX verification keeps failing. I have also added the TXT record as you suggested in other topics I read earlier with the details below: Host - @ Value - zoho-verification=zb11223344.validate.zoho.com
553 Relaying disallowed
Hi, I am receiving a "553 Relaying disallowed" error when sending emails to my domain email address which I have configured in Zoho. However, I am able to receive emails from my domain email to my gmail account. domain :- diresic.com The SPF and MX entries are all configured in the domain's DNS Management panel as per the Zoho instructions. See attached screenshots. Look forward to your assistance in resolving this issue.
issue with zoho.bigin.attachFile function
Hi , By using this snippet to attach a file to the deal, // to fetch file from the cloud using invokeUrl task fileVar = invokeurl [ url :"https" + file type :GET ]; //Upload an attachment *** resp3a = zoho.bigin.attachFile("Deals",dealId,fileVar,"webhookentrant__zoauthconnection");
Campaign won't validate SPF/DKIM DNS records for domain
The DNS records were added, and using the "Configure" dialog to test will say that the domain validates, but closing that dialog still marks the domain as "Authentication Incomplete". What am I missing?
timed execution
By applying a tag to one or more CRM accounts, Zoho Flow is started by sending webhooks. my flow, using some information from the CRM record, searches for some information in the Zoho Analytics tables and then reports it to the CRM itself. The problem
API name of aggregated fields
Hi, I would like to change the value of an aggregated field and move this to a Writer document. Though I'm not able to find API names. Does that mean, that this is not possible? Best Dina
Automated vlookup price field getting information from a different form
Good afternoon, Is it possible to obtain automated values in a price field getting information from a different form? Thank you very much!
Bug/Issue Tracker resolution HTML editor
I'd like the resolution text box to be HTML based so I can add numbered lists.
How to verify if a chart is used in some dashboard
Please add a feature to check for each chart, if it is used on some dashboard. This would be useful, when you have hundreds of charts and you want to delete some of them without affecting your dashboards, thanks! Best regards, Juan
Field is not visible in synchronization from CRM to Campaigns
Hi, I've added a fields in CRM: Customer Success Manager. However, I am not able to add this field to the synchronization. It is not visible to select.
Sales Tax Payable has an opening balance that is wrong
I imported totals from my previous accounting system on 5/15. Under the Taxes settings I had created a Tax Rate called "IA + Local Option" which is 7%. The sales tax payable from my old system was imported that account which would seem to be correct and
Best practices for Zoho Recruit Mass email
In my experience bulk emailing more than a few records, you are likely to have more success with a sequencing tool like Klenty that releases emails every min. or so. If gmail yahoo outlook receive several emails from the same address at the same time
The synchronisation between Books and CRM does not stop and already takes longer than an hour
Hello there, the synchronisation was started at 16:21 (GTM +1) and has not yet been completed. I'm starting to worry about what's going on. I haven't received an error message yet, but the sync has been running for a suspiciously long time. When I check
Cycle Count in Zoho Inventory
Is it possible to do a Cycle Count with Zoho Inventory? Definition of Cycle Count: A cycle count is an inventory auditing procedure, which falls under inventory management, where a small subset of inventory, in a specific location, is counted on a specified
Zoho Practice - unable to add external (non-zoho customers) as clients
Critical Issue
Introducing a dedicated view for "Scheduled Temps"
Tired of managing hundreds of temp records in Workerly? Wouldn't it be cool if you had them all sorted automatically on a weekly basis just a click away? Introducing the enhanced "Scheduled Temps" view, your new shortcut to manage workforce effortlessly.
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