What is "environment"?
What is the purpose of the environment(Stage or Production) feature? I have succeeded in publishing the solution to production, but I don't know how my customers will access this solution. I used to add a solution to a portal and provide my customers
Important Notice: Gmail Sender Policy Updates and Impacts on Vertical Solutions- Subscriber Accounts
Dear Partners, Google has announced its Email sender guidelines that will be effective from February 1, 2024, intending to enhance security and minimize spam on its platform. This post is to highlight the changes and impacts on the emails sent from our
About Data Retention
How long will the submitted data be retained? How many records are in the amount of data to be submitted? I bought the professional plan. I'd like to ask you for your help. Thanks.
Printing Two Languages (English & Arabic ) on Invoice
Hi How can we create an Invoice and print that with Two Languages (English & Arabic) ? As it is I believe a necessary part in the implementation of e-invoicing in Saudi Arabia. I can see currently Zoho has only one language support while printing an
Borders around image fields in new PDF editor can't be removed
We've run into a problem with the new PDF editor where it adds a border around the image fields placed on the template. These borders can't be removed. The settings have the borders turned off. When we add a border, the editor adds the border over the
How do I add URLs to my note in plaintext without embedding?
Hi, new Zoho user here. Here's my situation: In some of my notes, I add URLs in there that I want to save for later, because I want to copy them from my notebook into social media regularly. When I first put them in my notebook, they look like this: Then,
Canvas List Page - Including Related Lists
Hello, I am new to Canvas and want to create a list view of Vendors that also shows associated Contacts. I believe this can be done in the details page with a Related List but do not see the Related List option when editing the list view. Can this be
Incorrect trial balance reports
Hi, Reposting here since I did not receive a satisfactory response from Zoho support. Our company follows the financial year Apr-Mar. However, for group reporting purposes we use the Jan-Dec year. When I tried extracting the trial balance for Jan-Apr
Make certain content fix the last page of pdf - custom layout
Im doing Custom Layout for Quotation I have section terms and conditions at last two pages I want them always to be fix always at last pages even if content of first page get increased and move to second page exemple in attachments file
CUSTOMIZING/EDIT INVOICE TEMPLATE
Hello , I have a concern regarding the invoice template.Kindly refer to the attached screenshot for clarity. I wish to customize the template by removing the "TAX" section, leaving only the "INVOICE" visible. Could you please guide me on how to make this
Payment received in different currency to customer and invoice
Hi, I have received payment in a different currency to the one set for my customer and invoice. Is there a way to link the payment to the customer and invoice? I tried to clone the customer for the different currency, but now I have invoices unpaid and excess payment. Are you planning to implement multiple currencies for customers in the near future? Thanks.
Bank Feeds Service Provider
When to choose Yodlee? When to choose Token?
Query about Loan Payable
i want to post Loan Payble in Journal Voucher. Vendor not coming in Journal.
Filtering to display leads who have not been sent an email in X days
How can we filter to display leads that have not been sent an email in X days? Problem: I have experienced inconsistency with the Email Status 'not sent' filter — sometimes leads who HAVE been emailed within the timeframe are appearing within the filtered
Basic and Tax amount bifurcation while making vendor payment for multiple bills
I use ICICI Business Banking integrated with Zoho Books for making Vendor payments directly from Zoho Books. It works perfectly fine. However I need a small customisation while using Bill Payment module from within Vendor account. In Purchases/Vendors/New
Edit HTML button in email editor not available
I use that "Edit HTML" button on the regular, to make HTML adjustments in a variety of different types of emails I send. This is a screenshot from the toolbar in Zoho Mail's email editor. I noticed recently it is just not available - can't click it, can't
【Zoho CRM】通貨機能に関するアップデートの紹介
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」の記事を紹介します。 【Zoho CRM】通貨機能に関するアップデートのお知らせ *アップデートは、以下の環境fr適用されています。(2024年1月25日時点) ーUSデータセンターを除く、すべてのデータセンター ーZoho CRM 無料、スタンダード、プロフェッショナルプラン ●Zoho CRM 通貨機能とは？ 商談や見積書データにおいて、複数の通貨を使用して管理できる機能です。 例えば、取引先の通貨（例：アメリカドル）に合わせて商談の見積書を作成できたり、各国の通貨ごとに売上レポートを作成できます。
Schedule posts to go out weekly
How can I schedule posts to go out at the same time every week? Currently I can only select 'Post Now' or 'Custom Scheduled', with no option to repeat
How to get values from a Subform when use ZDK.Apps.CRM.Sales_Orders.fetchById ( Deluge Client Script)
Hi Folks, I´m working with two modules Sales Orders and Cases, and I´m needing get from Cases Form the values recorded in the field product_description located in a subform Product_Details in Sales Order module to do a comparation . I´m using this piece
How do I create a formula that gives me a ratio of Lead Conversions per Week over Calls made per week?
So using the two system-generated tables from CRM, Leads and Calls, I want to create a custom field for a report that will show me Leads converted by week, divided by the calls made per week. In the Leads table I have the field "Date Converted", and the
Linking IG and Facebook
I'm having trouble linking IG and facebook on Zoho social. The accounts are linked on facebook, but when I try to connect IG on zoho social it doesn't display the IG account. Any suggestions?
Zoho Sign
Our contract is not working I need help
Zoho CRM Admin Gets Permission Error Trying to View Lead to Contact Mapping
I am the admin in my org for Zoho CRM, and I also have the top-level role in the CRM. I also confirmed that I have assigned every possible CRM permission to myself (see attached). However, when I go to the settings to try and view the lead to CRM mappings,
zurl URL shortener in other products
Hello- Is there a plan to either make the zurl.co URL shortener openly available or to incorporate it into other Zoho products? I'd find it useful to be able to use it when sharing a Zoho Docs document and also for perma-views with Zoho Creator. Tha
Integrating with the Google Play Store Console & Apple App Store
Has anyone integrated their Zoho Analytics Workspace with the app stores? We have a mobile app and I would like to be able to display the number of downloads, updates, and other statistics from the two app stores next to each other in Zoho Analytics.
How to download work item attachments using Zoho Sprints API?
Hello, Community! I am adding an attachment to a work item using Zoho Sprints API and the endpoint Additemattachments https://sprints.zoho.com/apidoc.html#Additemattachments. The response contains links in props DOWNLOAD_URL and DOCS_DOWNLOAD_URL (as
Update: Merge tag automation and footer creation
Note: This post is relevant only for existing users of Zoho Marketing Automation and not for the beta version users. Dear Marketers, We wanted to bring you to notice a few changes in Zoho Marketing Automation in terms of usability. Merge tags automation
add support for: Mastodon
Mastodon is the Open Source, federated, decentralized alternative to ilk like TWITter. It is growing faster than anyone expected. As users dump TWITter they employ tags (these are not called hashtags) like #DeleteTwitter and #DeleteFacebook. Also loop
Final Project
Hello good evening, My name is Lourenço Prudêncio, I'm 18 years old and I'm in my last year, technical professional course, computer equipment management at the Val Do Rio vocational school in Oeiras, Portugal . My final project consists of using the
ZOHO BOOKS - How to key-in entry in Accounts Payable?
I'm new to this system and still in midst of understanding the system. I had added the vendors' profile and I trying to key-in the invoices from vendors into the system, there are only two options which are "Expenses" and "Journal". How should I key-in
Vendor Zoho
Hi All, We are looking for guidance about Zoho Venders as this is our starting pointing for working with Zoho. We are trying to figure out how we can marry up our vender services with our clients service requirements. Example if we are to sell frozen
How to choose contact fields returned by the api
Hi, Using the getlistsubscribers api, is there a way to select the fields returned for each contact ? Or any other way to read the value of the custom fields for my list contacts through the api ? Thanks.
View Only Free/Busy Setting in Calendar Does Nothing
I am trying to share a calendar to a group Google calendar so people can see when I am free/busy but cannot see event details. I went to the settings screen and scrolled down to Public access to set the permission level but when I import to a Google account,
Zoho mail down
Hello, it's been a while that my Mail doesn't seem to work at all. Can't even read my old messages from the browser version. What is going on? Are incoming emails bouncing? Thanks
Multiple Woocommerce
Hi everyone, I've been exploring the Zoho Campaigns plugin for WordPress, and I'm curious about the possibility of connecting multiple WooCommerce sites to a single Zoho Campaign account. Specifically, I'm interested in importing data from all four of
Help setting up
Zoho was recommended as one of the options by Mailerlite , so I can buy a domain and create an email, to use to send out newsletters. I signed up and paid for Zoho Lite, but when I follow instructions to buy a domain, under Admin console, there is no
Don't preset the Milestone owner in the template
We use milestones within our schedules on zoho projects as Key MUST DO tasks and they are always for someone different. The templates only allow you to set this for someone specific meaning that the project owner always has to go through and change these when setting a new project up. This is quite a time killer and I suggest that the Milestone owner is set as part of the set up when the owner is selected from the list.
Moving from Quickbooks - how do I handle historic VAT refunds?
I am forced to use some accounting software even though my accounts are relatively simple due to MTD and VAT. I started out with our UK industry standard Quickbooks but I don’t like it. Backstory aside, Zoho has some weirdnesses but I feel it scales better
Unblock Outgoing
Please Unblock Outgoing my id
Zoho Campaigns sign-up forms and Google Analytics
Hello! I'm using Zoho Campaign's Sign Up form on my website. Also I'm using Google Tag Manager and Google Analytics. I don't get how can I see events (signups) via that form in GA
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