how can I import xiaomi phone note to ZOHO
I have a Xiaomi phone using note with 5528 records which contain txt and phone. Please help me to transfer to ZOHO notebook.
[BUG - Desktop App - MacOS & Win] Can't paste text as unformatted
There are menu items in Zoho Notebook Desktop on MacOS to 'Paste' and 'Paste and Match Style', one of which in any app usually pastes basic/unformatted text. However, both paste text with bold/colour/background etc. (eg. from a web page). The CMD+Shift+v
Different Auto-Number Prefix for Different Quote Layouts
I am hoping someone can help. We currently have two sales streams that I am slowly separating so that they capture their own specific information, manage their own customers and have their own custom paperwork (Quote/Sales Order/Invoice). Whilst trying
Would love to be able to embed notebooks on my website
I would love to be able to embed notebooks on my website to display curated content. Seems so logical and a huge value add to attract lots of new users to Zoho. Others reading this... if you agree, please vote this up for the Zoho Notebook team to consider.
How to publish and share portals?
Portals are an advanced way of data storytelling. In this video, you will learn about how to publish and share portals on Zoho Analytics.
error occurred when i try to do any thing
i am just subscribe to zoho one , no function work successfully i got error occurred when i try to do any thing and always direct me ti crm or another app as i am in trail version , i was deleted all organizations i was test it before buying
Zoho Notebook - Update Note via Zoho Flow
Hello, Is it possible to update a Zoho Notebook Note via Zoho Flow please ? It doesn't seem to be possible at this moment. Thanks
Production Completion and Delivery Information Report in Zoho CRM
Hi, is there a way to generate a production completion report in Zoho CRM. I have a production completion dates field in the line items and I want a report to show all the deals and its corresponding line items production completion dates. Also, a report
Zoho Portal - Access to Associated Contacts
Hello, I am trying to set up a customer portal to our business partners. My example is very similar to the one described in the zoho crm article about portals: "The franchise owners can request to view their outlets' performance and their customers' details.
Record "Added Time" not returned using Get Record by ID - v2.1 API
Documentation here: https://www.zoho.com/creator/help/api/v2.1/get-records-by-ID.html Using this API method with the {"field_config":"all"} parameter, not all of the data is returned from the record. Specifically, the "Added_Time" (record creation time)
Can't add user to child department in Zoho People
I have entered our organization department structure, which includes Parent/Child departments, in Zoho People. When attempting to assign Users to a Department the only options are Parent Departments. The Child Departments do not populate as available
Insert image from product into a template
Hi I'm trying to use images I've attached into the Products module into the Quote Template but the personalized fields I've added into the Products module are not listed, only the Product Image product. Is there any form to insert them? (including doing
Merge and Store v1 API depreciation
Hi Zoho Writer users, The Merge and Store v1 API allows you to store the merged document in Zoho WorkDrive. The response of this API will be returned with the document's ID only after the merge is complete. In Deluge, the maximum timeout for operation
Client Script - On Field Update Event
I am trying create a Client Script that would run when a field is updated. But the only available event option is onBeforeUpdate. I need an onAfterUpdate kind of event so I have the latest value of the updated field. How can I accomplish this? Thank
Error occured please contact application owner.
While trying to edit one of my entry I am getting pop-up Error Invalid entries found. Please correct and submit again. The above error general comes when I missed out any mandatory field but when I recheck I haven't found any thing wrong. In addition what ever changes I do in form, it gets applied (when I refresh and look in the view form) and the error pop-up comes, how is it possible?. I have trigger email while editing, I'm not receiving the email. This issue only happens while editing the
Sending a canvas report via email
Hi, I have created a report layout using canvas and now I would like to send it via email as it can be done using a template. My working method so far is: sendmail [ from :gw@gmail.com to :mw@gmail.com subject :"Sample invoicel: " + input.CzeUzyNum message
Script for Email Notification including record summary as pdf attachment
Hi, Can anyone share the script for configuring email notification which includes record summary as pdf attachment? I want to create a custom action that can trigger email notification for a record on a view. Thanks! -V
Customized Character Styles in Zoho Writer
Hey Zoho Writer Fam, We're excited to introduce the customized character styles feature in Zoho Writer. This feature allows you to create personalized character styles, giving you control over the font, size, boldness, italics, underlining, color, and
Adding a button that asks for details
Hi everyone! we would like to add a "Ask for a quote" button to our Deals Detail page. This button should show a form that asks a few details and then sends the values to an endpoint exposed by our ERP. What is the recommended way to achieve this? Thanks
Use PageSense Experiment's intelligence, but with our custom code
Most experiments as is work for us and our level of customization, attribution data sent upon lead creation to Zoho CRM etc, other than Pop ups. It feels like Popups are to capture leads yet they don't allow any custom code to run or hidden input fields.
ZOHO Books Magento Intergration
I would like to see a Magento integration for Zoho books. Xero did this with Fooman and it works great http://www.magentocommerce.com/magento-connect/fooman-connect-xero.html
Zoho Bookings Consultation Description - Formatting?
Is it possible to actually format this field? I need to enter a Please Read section in the description, but it all runs together. Please see screen shot for example.
Cas d'utilisation Bot (Sales IQ) et Desk "Conversation guidée"
Les 2 fonctionnalités semblent largement se chevaucher ; Quand et Pourquoi utiliser le Bot de Sales IQ ou la Conversation guidée de Desk ?? J'ai vu aussi ASAP et pas bien compris comment tous ces modules foncctionnaient
Change/add product "category" type in Bigin????
Hi, how does one change/add a product category in Bigin. I only see "Hardware Software or CRM Application" as the options and no field customization. thx!!
Products with Different Prices
I work for a touring company and we would like to automatically send out a quote but we have some tours with different prices. Like for example, the Skydiving we offer have different altitudes, picture packages etc. Is it possible to send out a quote
Dates on quote in SPANISH.
Hello zoho comunity.. It's weird as we have our main CRM language in Spanish, however when we're managing quotes dates are showing in English so don't know how to change it. Have attached screenshot. Please any help? Thanks in advance.
Payment Configuration Error
Hi there, When I go to Integrations > Payments to try to set up a payment gateway, as soon as I select any of the options, I get a red error box which says "Something's not right on our side. Sorry about that" or "Please try again soon". This happens
Bugs
Hi, I've noticed that the "Compose Email" and "Tabs Menu" are missing on Zoho One; they no longer appear. Additionally, when attempting to attach an image by dragging and dropping it onto the email, it doesn't attach properly, and a blank file is sent.
TeamInbox - Assign To Others List Incomplete
In TeamInbox, the "Assigned to others" list is limited to only 4 members. Is this limit defined in a setting?
Odoo linked mail
Has anyone has had the following issue (error) with outgoing mails from the Odoo platform? If anyone can help, would really appreciate it
How to upload an attachment with API
Hi, I'm trying to add from api a url link type file to a deal, but I've got a status code of 400. Could you tell me what's wrong with my request, please? I have checked that url is valid { "data": [ { "File_Name": "pdfmonkey", "$type": "Link URL", "$se_module":"Deals",
Email about verification of "mgray online"
Email about verification of "@mgray.online" however when I try to follow the instruction " Login to your domain management page for 'mgray.online (Name server - frank.ns.cloudflare.com) and create a TXT record with the following details, 1. Name as 'ZAC0811'
Problem with Zoho Email after adding new CNAME entries
Hi all, Yesterday I configured Zoho Email with my provider. I tested and it works correctly, both sending and receiving emails. This morning, I configured a new subdomain and created 6 new CNAME entries for that subdomain and now my Zoho Email is not
Assign Client User to Template
Acording to the information I found here: https://help.zoho.com/portal/en/community/topic/is-it-possible-to-assign-client-user-to-external-task-on-projects-templates It should be possible to add Client users to the template. Sadly on the settings window
Stage History section in other Modules
Hi Zoho team, I would like to ask if we can add a Stage History section in other modules just like the one existing in the Deal module. Kindly check the screenshot below. Is it possible to add a Stage History section in other modules?
Zoho Live Support Chat Not responsive
I have attempted to contact Zoho support via chat for the last month or so and every-time, I am informed that the chat was forwarded because no agents are available. Has the Zoho support level changed?
Zoho One Subscription Details
Hello Team, I have a question regarding a scenario I'd like some clarification on. Let's consider Company A, which currently has 50 employees using the Zoho One Package, priced at $45 per license, resulting in a total cost of $2250. Now, Company A wishes
Important Announcement: Update Record Issue in Editing Mode
Hello Enterprise Community, We'd like to bring to your attention an issue in update record. Currently, when attempting to edit a record using this functionality, all field values will appear blank and greyed out. It's important to note that this issue
Accounting on the Go Series-20: Enhancing Business Communication: Custom Address Formats in Zoho Books iOS
Greetings, Zoho Books Users! This Thursday, we're excited to bring you a highly requested feature that adds a new layer of customization to your business interactions. Now, you can tailor your organization's address format, as well as those of your customers
Multiple Subscriptions vs Add Ons
I am hoping to get some feedback on best route to set up subscriptions, along with the pros/cons of each. Our pricing is generally an a la carte menu selection – for example, a client will choose a mix of products A, B, C, or D. What are the pros/cons
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