SMTP problem
We are only having problems with order e-mails on our website, what can we do about this? Sometimes e-mails arrive, but most order e-mails do not arrive.
I cannot add another domain
Hi, I need to add a second domain to my Zoho landing page, but it asks me to upgrade the license. The problem is that I'm a Zoho One subscriber, so I don't need to upgrade. Can you help me? Thank you. Daniel
error code 550
I sent an email to a friend who is a user on my account. But it returned error code 550. 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
CRM Wizards for Inventory Modules and More
We're delighted to make a quick announcement about impactful updates related to wizards. Thus far, Wizards have streamlined CRM data entry across key business modules like Leads, Contacts, Accounts, Deals, and Custom modules by segmenting extensive forms,
Introducing Solutions Library for Zoho CRM
Greetings Zoho Enterprise Support Community! We are thrilled to announce the launching of a programmable solutions/use cases library for Zoho CRM. The library will offer numerous solutions across various modules and automation features. First, let's understand
Free webinar: Best practices for deploying and using Zoho Vault
Hi everyone! Password management shouldn't be a headache, especially for admins and users at organizations that manage thousands of passwords. But without the right tools, it can quickly become a nightmare of weak passwords and risky practices. That's
Integrate Google Maps and Zoho Expense Mileage
Hello, it would improve the user experience if we can integrate Google Maps to Zoho Expense Mileage tracking so that the Mileage can be recorded in the same step as getting driving instructions. At the moment, the user has to go into Zoho Expense> Mileage>Track via GPS to record mileage. Then they have to go to Zoho CRM Event>click in event location to open in Google Maps to get driving instructions. is this possible?
Data mismatch error when running custom function to update field in Deals module
I keep getting an error message: Failed to execute function Data type of the argument of the function '754' did not match the required data type of '[BIGINT]' Line Number:XX I'm trying to covert a currency field value to a text field string that includes
Write off Invoices to Provision Account
Hi Zoho Team, Is there an option in Zoho to write off invoices through a provision account instead of direct writing off to bad debts expense in P&L which is against ''Generally Accepted Accounting Principal'' Secondly is there an option to reverse this
Zoho Desk Contact properties question
I'm using The Zoho CRM integration to synchronize Zoho CRM with Zoho Desk's Contact data. The synchronization process is successful without any issues. However, after the synchronization, the Contact Owner in the Contact properties displays the same group
Accounting Stock and Physical Stock
Good morning I would like to ask this community whether they have ever encountered a request on how to issue the Accounting Stock and Physical Stock quantities [found on the Item Card] via a report or custom view. If yes, how did you go about it (because
WhatsApp chat restricted to user/agent level
Hello Everyone, I hope you guys are doing well. Currently, my salespeople are using Zoho Desk, and we are using the Respond.io platform for our WhatsApp API number. The reason we had to switch to a different platform because each salesperson has their
Using an API how do I associate an existing project with a recurring invoice?
Using an API how do I associate an existing project with a recurring invoice? Can it be done by adding the project ID to a list item?
Middle Names
I don't understand why Zoho has not included a filed for middle names. This is standard in the U.S. and required for many legal documents which we use in my office. Please add this feature it is very basic and there is no reason to exclude it.
How to Create this Table using SQL Table
Thanks for hosting such an informative forum and helping community. I want to create following data table using SQL Table option, I am struggling to find the correct SQL codes for leads module. Lead Source Total Leads Total Appt Set Facebook 1000 15 Google
Unified Business Analytics - An essential step to business success
With exponential data growth today, a commonly pursued objective among businesses is Unified Business Analytics. This allows businesses to bring all their data to one place, build smart data models, and analyze data across domains—highlighting the cross-functional
Not getting 50/50 split in split URL test
I am currently running my first split URL test which I have set to a 50/50 traffic distribution. My test is currently showing 1426 visitors to the original and 772 visitors to the variant. Any suggestions to why this is happening?
Publish form as a public calendar?
Hi All! We have a creator app that's basically built to manage various events we're working on with associated tasks. Whilst the 'Calendar View/Report' in Creator is handy it'd be much more useful if it can be published as a calendar that our team can
Website broken after trying to publish an update
I published an update and the system got "stuck" and never said it finished publishing. My site is now down and says 404 error. When I try to click publish now it says that my website is already being published and that I can try again after it finishes.
I am unable to sync my clippings with the note web clipper.
I am a pro subscriber of Zoho notebook. I am facing issues while clipping my notes through webclipper, even after clipping notes in reader view on web the note while shows its saved but it does not shows up neither in windows app, android or web notebook.
Zoho Trident doesn't work that well with TextExpander app
I would imagine this is quite a niche issue but I use the TextExpander app quite a lot to add repetative text in all my apps and it works well in everything apart from Zoho Trident. For example I use the shortcut "/email" to enter my email address anywhere
Display Weight symbols to Values in a Widget
Hi there, I was wondering if there is a way to display weight symbols, similar to how you format units as in the screen shot for this widget: Want to show Weight with Metric units: Grams = g Kilograms = kg Tonnes = t etc. Thanks Andrew
Payment stubs
I am testing out zoho books as I search for a good accounting system. I would like to include payment stubs with my invoices. But the invoice system is set up really wastefully leaving a lot of blank space in page one of the invoice, attaching the payment stub at the bottom of page 1 cutting your invoice detail in half, and then ending the rest of your summary on page 2. This looks really unprofessional. Why is it not set up to include the invoice at the end of the invoice details instead of
How to add ZATCA QR Code to Custom template?
I have enabled e-invoicing and I am able to see ZATCA QR Code on "Standard E-Invoice Template". I am creating a custom template for invoices but I don't see any option or placeholder to include ZATCA QR on my custom invoice template. Can you tell me which
How to change User Role
Hello! I am the primary administrator for our company's CRM. When I opened our Zoho account, it automatically marked me as CEO. However, I am not the CEO! How can I change this in my profile? Thank you.
Extend Trial
Can you please extend my trial for zohoone for 1 more week. thank you
Using API "Email multiple estimates" does not create a public link for signing estimates
Hello, I have a workflow associating zoho and integromat (make). I need to create three estimates to send to my clients. -First estimate is sent through the create estimate in integromat. There is an option to directly send the estimate. -Second and third
CRM - Astuce #5 : Effectuer des actions en masses
Bonjour à tous, Au programme du jour : éviter les répétitions grâce à la fonction "en masse". Gagnez du temps sur ces actions simples pour vous concentrez sur votre entreprise. Allez dans le module concerné et cliquer sur les : (...) Suppression en
QR ZATCA
In Invoice QR ZATCA not showing
How can I pause visitor score from increasing based on lead status?
Is it possible to freeze a visitor score or to copy it to another field in the crm when the lead becomes sold?
Images Carry Over When Items Cloned
Hello, it would be great if images carry over when items are cloned, if it they don't then it does not meet the definition of "clone". You wouldn't clone a sheep and leave out the ears would you? Then it's not a clone, it's a copy with a deformity!
Storage of secrets/ token/ credentials
Hi, How can I store credentials and tokens in Creator so they aren't accessible to others? Or perhaps 'what's the best practise for this'? I created a form to store the values for a bunch of API calls, then encrypted those fields, but of course we can't
DataBase
Creating and working with DataBase.
Extension pricing models
Hello, I'd like to know if it is somehow possible, as a developer of Zoho CRM extensions via Sigma, to publish extensions with a pricing model other than single-tier monthly/yearly fee or one-time payment. For instance, freemium (e.g. free plan, pro plan).
Bigcommerce for Zoho Desk powered by Zoho Flow
Hello, Why is this not available for Australia? Can you please make it available for Australia? Thanks so much. Christine
Outlook 365 Zoho Calendar Meeting to Zoho CRM Contact Record
Hi I have integrated a two-way sync between Outlook 365 Calendar and Zoho. I currently testing the integration - I am operating with Outlook 365 Calendar, and I create a meeting within Zoho calendar in my Outlook. I invite a synced contact (Dr Loopy Test
Recording interest payments to my bank account
I have a company savings account. How do I record the interest payment from my bank in Books so when I reconcile my account the numbers match up?
How to pass Journal Entry for this scenario
I have to record transactions for new business.. There are 4 partners in an organization and money has been deposited in personal account of a partner by 1 the partners who has agreed to introduce Capital in business . (Money is introduced by 1 partner
Enhance Zoho Secure Pay with Amount and Confirmation
For some of our larger invoices, we allow partial payments to be made. The Zoho secure online payment defaults to assuming the client will pay the entire amount. We have a lot of clients who don't notice that, enter in their credit card info, hit submit
How do I remove the border around an image?
Hi, I want to add an image to the top and bottom of my email to give it a rounded look, similar to some of the templates provided. However, when I try to upload an image, set it as banner with no border, there is still a white border around it and the
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