Connect Zoho Meeting Recording with Zoho CRM Contact record
Hi, We have Zoho One and have connected Zoho Meeting with Zoho CRM. Is there no way to display meeting recordings on the corresponding CRM Contacts record? Thanks
Would be nice: Webinar Registration with Multiple Date/Times to Select From
When holding webinars, having multiple dates and times for the attendee to select from would be nice, particularly when doing webinars in international markets. 1 webinar but with "N" alternative dates and times in a drop down combo when registering. Yes, I realize that the work around is to schedule multiple webinars on the same topic, at different times, then present the prospective attendee with a list of links to click for the appropriate registration form. Thanks, Carl
How do I reduce the size of the logo when using custom HTML for an invoice template
How do I reduce the size of the logo when using custom HTML for an invoice template. I see there is a %ScaledLogoImage% tag but I've been unable to reduce the image size using HTMT. <meta http-equiv="content-type" content="text/html; charset=UTF-8"> <meta
Sync ALL Time Logs from Zoho Projects to Zoho People
Currently, only the Time Logs for tasks are synced from Zoho Projects to Zoho People. My staff is reporting Time Logs on tasks and issues. Therefore, we need all Time Logs (Tasks and Issues) in Zoho People. And there we want them to be automatically synced
Add an account for the customer service
Hello Sir, I am the business owner and I want to add an agent for the handling the Zoho Desk. Currently zoho understands me as an agent, however I just want to be the admin of the account. Thanks and Regards, Bhavana Sahukar
Zoho desk not working
We are using Zoho desk for last two years temporarily it’s stop working. Is any one at Qatar facing same issues
Payment refund done with Deluge
Good day, I am a newbie to ZOHO and deluge, and hope someone can assist. Is there a way to create a Payment Refund on a Payment with a deluge script? Thank you in advance
Questions about ZOHO Reporting
I am looking into integrating reporting into an existing site for reporting. Have a couple questions about zoho reports. 1) Can zoho reports create a paragraph of template text that has embedded data from the database. For example, the following text would be a template but the numerical data would be plugged in from the generated report data: The percentage of international widgets increased from 59.4% in the 2005/6 Survey to 60.1% in the 2012/13 Survey. Average domestic widgets increased from
Why do I not see archived email in my Archive folder?
I have thousands of emails archived on Zoho, but none of them are in the "Archive" folder on Zoho and none of them are visible when I go to my Archive folder in my IMAP client. I can see them on Zoho by going to a folder (like my Inbox) and then clicking
Zoho Books Domain Authentication. (SPF and DKIM) records
You might have encountered this when trying to add the SPF and DKIM records in your domains DNS settings. You can easily overcome this by checking if there's an existing SPF record in the DNS settings. To identify a SPF record, check if it contains v=spf1.
Zohodesk - is there a way to update change a CLOSED ticket date when a ticket was left open by mistake?
Is there a way to change the CLOSED ticket date on a ticket that was actually completed but the agent forgot to close it?
Creating Contacts for Tickets
Hello,I'm trying to find a workflow for creating new customer tickets using just their email addresses. I was able to do so using curl commands, but ran into some issues concerning the contactId. This field is required for tickets, which means that I have to create a contact first. Also, I'm not sure why there is an email field in tickets in the first place. In order to create a new contact, there's the POST api/v1/contacts API. However, I found out that I can create multiple contacts with the same
Nothing is working properly
Hello, I emailed sheet, writer, email & WD over 12 hours ago because other than email, nothing is working & I can't work. NO ONE has responded back to me. I even tried FB & even notebook (I have their number) couldn't reach anyone. What is going on?
Aprobaciones
Hola buena tarde, sabrán cómo realizar aprobaciones sin necesidad de asignar el departamento a la persona o como poder ocultar los tickets de su visualización pero que pueda aprobar realizar las aprobaciones?
custom layouts
hi. during preparing new layout can we manage more attributes in one page without scrooling down and up?
show tickets issue
is it possible to show more attributes without scrooling down and up
Sort on ticket number not working anymore
Hi all, From time to time i open the default 'all open ticket' list. Until last week i was able to sort the list on ticket number. Now, the little icon 'arrow down' isn't shown anymore so it's impossible to sort the list on ticket number. We can select
Create invoice from a sales order via Api
Hey there, how do i create an invoice from a sales order via Api?
Announcing ZUG Australia & New Zealand Meet-ups - Meet, Talk, and Learn from Workplace Experts!
Hello Everyone! Our Workplace experts are visiting the top cities in Australia & New Zealand to meet you all in person and help you boost the productivity of your organisation. Come and meet us at one of the cities listed below - whichever is nearer to
Workflow trigger not working with Zoho Forms
Hi there, I'm utilizing Zoho Forms to create a custom module in Zoho called "Discovery". It's working as expected. On this "Discovery" I have a field with a drop down with the options of Yes or No. If that field is Yes, a case should be created. It is
opening wrong tickets after selecting ticket from list shown when search is used
Hi all, We are experiencing the following issue: When we enter one or more words in the 'Search' entry box, a list pops up showing related tickets. When we select an entry from this pop-up list, a wrong ticket is shown. It seems like the url linked to
Profile Photo Not Showing
Hello. I created a Zoho account today and uploaded my photo hours ago. I have the Profile Picture Visibility set to "Anyone", yet, when I send three different test emauils to three different gmail accounts, my profile picture is still not visible... How
Relationships between portals and relationship between apps
I'm working my way into the Zoho One suite of apps and I have a two-part question about the relationships between the various portals and apps in the suite. 1. Relationship between portals: I've noticed that some of the apps have a portal functionality. However, the portal created in each one seems to be separate from each of the other ones. I can create a portal in Zoho CRM and in Zoho Invoice and in Zoho Subscriptions. They each have a different URL - respectively the URLs are: https://crm.zoho.eu/portal/mybrand/crm/login.sas
Como se pueden ordenar las carpetas que me comparten otros usuarios ?
Como se pueden ordenar las carpetas que me comparten otros usuarios ?
Function #38: Charge rush fees for invoices
Hello everyone! Rush fees are additional charges that businesses add to invoices when customers request expedited or prioritized services, compensating for the extra resources and effort. The method for calculating these fees can vary across industries
Need Zoho Social as an app with appropriate actions in Flow
Need Zoho Social as an app with appropriate actions in Flow.
Deduplicate Accounts by Address
I need to deduplicate by address. That is the most certain factor. Two businesses at the same address are usually the same business. The account names are not the same because one will be the parent (corporate) name and would will be the actual business name. Please add address as a factor. If I combine address and website it would be about 100% valid duplicate match.
Importing data into both leads and contacts modules - how to avoid duplication?
I have a data list that consists of new leads and likely existing contacts. (607 people) I want to import the leads into the leads module, but how do I exclude contacts I will not know and vice versa? How do I import the list into the contacts module
Update carrier after package is created with API
Hello, We use carriers not compatible with Aftership and other integrations Zoho Inventory has, so we are developing a way to select the carries automatically according carrier's rates. We uploaded a CSV to Zoho Analytics with the rates combined and we
Import Phone nrs
I have Zoho Enterprise and W10 I have extracted from Zoho a file containg Zoho Id's with phones being (example) 0091-1234567 In the new list via Excel I made extra Phone colum say PhoneGOED with ="+"&MID(Phonefield;3;15) So in this new column I have +91-1234567
One invoice multiple payment
I am using import Bank Statement for Banking transactions. My customer paid me in two installments for the same invoice. When I try to match the transaction with the invoice, I am only able to do it for one bank transaction and software asks me to make a manual entry for the balance amount So my question is how to match 2 bank payments with a single invoice?
Reporting using custom fields created in Project Module of Zoho Books
Hi. In Zoho Books I am using the Projects Module to keep track of all our projects. All projects are Fixed Costs and we do not use timesheet tracking. I have created 2 Custom Fields: (1) Project Type which is a lookup from Items to assign specific type
Cross-Reference Potentials
Would it be possible to somehow cross reference a potential as A company is the buyer and B company us where the product is to be used?
Correo bloqueado
Buenas tardes. No estos pudiendo desbloquear mi cuenta: info@laescueluca.es Se bloquearon por uso sospechoso. Seguí las instrucciones, de soporte. Fui a panes de control / soluciones de problemas / desbloquear cuentas / restaure contraseñas. Y nada...
Zoho Books Integration with Mpesa
Integration of Zoho Books with Mpesa is now possible for the Kenyan customers. Zoho has made it a hassle-free process. It will take you a maximum of 30 minutes to be up and running with the integration. Zoho has also provided a full procedure on how the
How to ensure the order in which functions and workflows are run on record creation.
Hi there, We have multiple functions that occur when a new record is created. These functions are each run from separate workflows, as each workflow doesn't allow multiple functions to be run from the 1 workflow call. Some of these functions require other
Pictures keep deleting
The pictures are visible in the note but when I press them they're not there and I can't edit them, It's very annoying for longer notes with more pictures. I can't keep adding them over and over again please fix this 😕
Transfer between organizations
Hello, I am evaluating Zoho as a move off of QuickBooks Online and so far I think its going to work very well. But, being that I'm not an accountant by any stretch, I have a bit of a conceptual problem about how to do something. Basically, I am working on getting all my accounts separated by their purpose. Life happens though and its just been rather ungainly at the moment. The biggest problem is that I have intermingled other business accounts with accounts that handle rental property transactions.
CRM Cases Module: Doing mail merges from within Cases
All other modules in the system have the ability to do mail merges however it’s not possible within the cases module. Does Zoho plan on implementing this anytime within the next year? I know I can re-create a custom module to act as a cases module but
How to send an Email by using custom fuction??
Hello I tried custom function which is given under developers space i written a code of sending mail code is working but not receiving any mails, please help me out
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