Zobot not working as intended/usual
Hi, My Zobot is not working as intended. Here is what should appear on Facebook : BUT what is does on Facebook is : It's skipping the second frame, the card button with 8 options and it goes directly to another button card... This comportment changed
Mail is down.
Needed to get a 2fa code for a remote desktop app, and was unable to as the mail server isn't connecting in the app, and webpage isn't loading on desktop.
Can't get items from an invoice from API response ?
Hello ! I want to be able to take a certains invoice and make a new estimate with the same custom items in it and prices and implement that in a workflow my problem is that I can't seem to get that data from GET invoice request where I can get everything
Accounting on the Go Series-23: Unlocking Multilingual Support: Language Localization in Zoho Books
Hello Zoho Books Users! Let's delve into a feature that underscores our commitment to localization accessibility: multiple language support in Zoho Books. With this feature, users can seamlessly switch between different languages, ensuring that the platform
how to book a prepaid expense
How can I book a prepaid expense in zoho books? I transfer money every month to a different account to set it aside for year end expense. At the end of the year I will pay by bill and any extra I owe. So what is the best way to account for this in zoho
Composite Primary Key (or Foreign Key)
Is it possible to have a composite Unique key - either as a Primary key, or as a Foreign key reference? If not, is it an acceptable workaround to create a new column that stores a concatenation of the fields I want as part of the composite key, and use this new column as my unique key?
Custom function to replace state with abbreviation
I'd like to make sure our data is consistent. Right now some states are spelled out and others are abbreviation. I know I can do a mass update but I'm hoping to automate this. I'd like to create a function that will replace spelled out states with their
Moving money from one business to another business
HI. I have two organizations. If I moved money from org A bank account to org B bank account. What is the best way to enter that? The money might stay in org B bank account for a year, and then go back to arg A
Closing Date vs Revenue Collection Date
Is there a way to set two different closing dates? The issue I'm having is I want the Revenue value to be recognized the same time as when we actually collect the revenue, which is a different time than the Closing Date due the lead times. Our business
Adjust the maximum length of "Amount" field in Deals or opportunity api_name
I was getting an error when I tried to store deals or oppotunity using php sdk. It doesn't accept the value of the amount that I set in the details of the deals due to the reason that it exceeds the maximum length. how do I adjust the maximum length allowed
Zoho Developer Community - 2024 initiatives
Zoho Developer Community is a hive of innovative minds, where collaboration and knowledge sharing reign supreme. This platform offers a variety of avenues to support your development journey in Zoho, including the Developer Forum, Developers Zoho User
Zoho Analytics Free edition
Bonjour à vous, Jusqu'à il y a quelques temps zoho analytics était disponible en version gratuite. Mais depuis quelques semaines, la version gratuite s'est transformé en version d'essai. Hors j'en avais besoin pour pouvoir enseigner la BI à mes étudiants.
Zoho API accessing another drive which is not mine
I used my email to register my organization on zoho, I want to access my sheets with zoho api. But it's giving me the files in the organization workdrive instead of my personal workdrive. Since I used my email to register the organization, there are duplicate
Is anybody using the Zoho integration with Fishbowl?
My company has been using Fishbowl for 10 years now. We have been looking for a CRM that integrates with it. We don't want to use Zoho to do quotes, we just want Fishbowl to send sales numbers to Zoho for our Outside Sales team to be able to see. Is anybody
Unable to delete tasklist
Within a project i've created a task list in error. How do i delete this. The mousover settings only gives me "Chart View" and nothing else. Is this a permissions issue from the owner of the project ? To be clear, i created a task list now i can't delete it. Thanks
Feature request
I have been using the Zoho Notebook app and find it incredibly useful for organizing my notes and thoughts. I wanted to provide some feedback and share a few feature requests that I believe would further enhance the user experience: 1. Importing from
Multiple Transaction Number Series Zoho CRM not working anymore
We have integrated Zoho Finance into Zoho CRM. In Zoho Books we have enabled the multiple transaction number series because we have different department. Until yesterday, we could choose the different department (multiple transaction number) as we create
CRM/Portal for Job Applicants
I'm working with a client to utilize Zoho CRM for recruitment for difficult to fill positions, which have a long hiring process with multiple steps. I'm wondering if there is a way (possibly using a Portal?) to have applicants be able to log in to see
Zoho Mail - Domain Verification
Hi. Does anyone know how to verify my google domain in Zoho Mail Set-up? My domain is from Google Workspace/Google domains. I cannot access the DNS Settings. Please share the steps. Thank you.
Addition of free products , dynamic quantity update & more — What's New in CPQ | August 2023
Hello everyone! We are happy to present to you, some of the latest features introduced in Zoho CRM's in-built CPQ system. As you may already be aware, CPQ offers a bespoke quote management facility right inside Zoho CRM. You can set up product configurations
Does Zoho Auto Save ticket information?
When we fill out fields in a ticket or add a private comment to a ticket, it seems to require us to click Save. At any time does it "auto-save" what we've entered so that we don't have to remember to click save?
Start Time / Stop Time
We previously used Autotask for our ticketing system. It had a great feature for entering time, when you opened a request you could start a timer running, then while working on the ticket you would update the actions that you took, then close the timer.
Memo on Custom Modules
Hi, I am new for Zoho CRM, and now im finding the way to collect "Memo" from Custome module in the Detail view of Client Module. I could see Memo from "Deals", "Tasks", "Schedules" modules which were set as built-in modules by Zoho CRM. Is there any way
Search for the ticket number directly via URL
Hello there, the known problem is that you cannot search for a specific ticket number in the search function. I have already addressed this in this post, if anyone else sees the need for a corresponding search functionality, then I would be very happy
Maximizing Layout rules using ZOHO Deluge to ZOHO DESK
Hello Everyone, Currently my team have a concern regarding limited layout rules in ZOHO DESK. Is there a way or solution who anyone can share a script on maximizing the criteria of the layout rules? Hoping for your suggestion and comment. We do appreciate
Live webinar: Zoho Show for sales professionals: Create a winning pitch deck with Zoho Show
Hello everyone, We are excited to invite you all to our first webinar of the year, Zoho Show for sales professionals: Create a winning pitch deck with Zoho Show. Whether your business is a small startup or a large enterprise, the sales of your product
Getting Subform Data from API
How do I get subform data from the api Get Record by ID 2.1 endpoint? I've tried all the different field config parameters, and I have the subform data in the detailed report I'm trying to pull from, but I never get subform data in my response.
Google and Yahoo's 2024 email authentication requirements: A new era of security
Greeting of the new year! Starting February 2024, Gmail and Yahoo Mail are rolling out stringent email authentication requirements to combat malicious messages, reduce inbox clutter, thwart phishing attacks, diminish spam, and bolster data security. Here
Recent Update Not Working
I keep getting a pop-up that says there's an update available but it doesn't seem to be installing correctly or something. I've restarted my computer and the app several times throughout last week and this week and it keeps on popping up. Me and my coworker
for meeting Participants other than Contact, meeting shows as Invited Event but not Closed Activity
To log a past meeting, we create an Open Activity that, because it's in the past, becomes a Closed Activity once saved. For the Participant who is also the Contact, the meeting shows under her/his Closed Activities. For the other Participants, the past
zoho crm custom domain mapping
Is this available zoho crm? if so, which version? i would like to have all my stuffs to access zoho crm with our own domain name. How can I do that? Will our staff be able to notice that we are using zoho crm at all? thanks Moderation Update: Custom domain
Full-width Banners
Please consider adding the ability to allow banners to expand to the full width of the page. It is a very popular look, very current, and my site cannot do it because you don't support it. Yes, I understand you can only set the banner to px - I'm asking you to offer %
Digest Janvier - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Ce premier mois de l'année est déjà terminé, voyons ce qu'il nous a réservé. La nouvelle version de Projects 8.0 est maintenant disponible pour tous. J'espère que vous l'avez essayée et que vous tirez le meilleur parti des
【Zoho CRM】リッチテキスト形式の項目を作成できるようになりました。（複数行項目）
こんにちは！ 本投稿では、サポートチームが作成した「Zoho CRM アップデート情報」の中からピックアップして紹介します。 【Zoho CRM】複数行項目に関するアップデートのお知らせ：リッチテキストに対応しました。 *当アップデートは、日本及び一部のデータセンター（AU, CA,CN,EU）のエンタープライズ以上のプランをお使いの組織に適用されています。(2024年2月8日現在) ◼︎ リッチテキスト形式の複数行項目の作成 カスタム項目の作成において、複数行項目にリッチテキストのオプションが導入されました。このアップデートにより、太字/斜体/下線付きのテキストで強調表示することができたり、色をつけたりと、より汎用性が高く、見やすいデータを管理できます。例えば、以下画像のイメージでご利用いただくことができます。
Relay access denied
I was trying to send an email from my yahoo email to zoho email, and it got the relay access denied.
Not receiving any emails but can send
Hello! I tried sending emails and it worked but I cannot recieve any emails. I tried using my gmail to send an email to my zoho mail and I recieved an email saying address not found. Please help. Thank you.
Zoho Desk not available in EMEA this morning
Customers and agents unable to access the portal. Is there a problem with server, and what is the expected resolution? Thanks
Support for OBS Studio virtual camera
Hi, I'm using Meeting Desktop app on macos. I fond out that Meeting only finds my facetime camera as video source, and not OBS studio virtual camera. With Chrome and Firefox, Meeting is able to find the virtul camera. Is it a limitation of the desktop
Can not access files/attachments on Calendar in Mail App or add attachments to calendar via workdrive
Hi there, I have recently signed up for Zoho Workplace and am in the process of getting my events etc set up. When adding an event to the calendar on desktop, I select to attach a file and it does not give me the option to add the file from the workdrive - only directly from the computer which seems strange. When adding an attachment to an email I am given the option of selecting from the computer / workdrive or cloud. Why can I not access these options with the calendar? Also and perhaps more importantly
How do split payment for expense in Zoho Books
I want to record the expense in Zoho books, that I partially paid using Petty Cash and partially paid using Bank. How do I record this payment.
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