What is the best way to post a large number of deposits?
I recently switched from Quickbooks to Zoho Books and like it so far, but I am struggling with matching my deposits with invoices. On certain days, I can have anywhere from 50-150 invoices that I need to match up with my daily deposits and it seems like
Can't create Page Group for single posts in taxonomy
Hello, I am trying to create a Page Group in Zoho PageSense, but none of the URL options fit my use case. I have a WordPress website with lots of posts published. Each post is attached to at least one taxonomy (category, subject) but the single post URLs
Creator Email on Submit- dynamic content?
Hi, I have created a stateless form with custom reports etc. There's a bunch of custom fields for one customer that I do not want sent to other customers, and these are hidden in the forms for people who don't need them when being filled out. Example-
Is there any other way to sync leads from wordpress elementor to zoho crm than Zoho flow?
Is there any other way to sync leads from wordpress elementor to zoho crm than Zoho flow just in one go? The problem with zoho flow is that you need to create flows for each forms and if any new form is added on website and team missed to create the new
Organization Email
Good day, We would like to prevent that customers will use personal email addresses to send regular emails that we would like to receive in the general inbox. How can I set the Organization email-address as default sender for all users? Kind regards,
Can't send emails from iMail - error 5.5.1 Authentication Required
I cannot send emails using iMail. All other accounts (Hotmail, Gmail etc) set up successfully. Receiving emails with no problem but nothing will send. Getting error message: The sender address [xxxxxxxxxx] was rejected by the server smtp.zoho.com. The
Unable to send emails to hotmail email adresses
Hi Concerned, 1. I am unable to send email to hotmail accounts. the error i am facing is attached below. 2. I can send email to gmail account but also the email is landing in spam to gmail accounts. Would be grateful if an urgent solution is provided.
Remove mobile number & primary email address.
Hi There, I would like to request to kindly remove the primary email address (hello@hotelspace.lk) and phone number (+94776307625) added to this account. We have used this email 4 years ago and now it's no more operating. My official business is DT Travels
How to add global admin to my Zoho Account
I've created the organization and my account as the Systems' Architect of the company, but i'm not the one who pay the bills, in this case, i'll need to give access to the bills to somebody else, for all the assets we will buy from you, then i need to
Payments check
Hello, How can I find my subscription payments in ZOHO?
Woocommerce - Incoming webhook
Hello, I've recently explored various methods for integrating WooCommerce with Zoho Books and discovered that utilizing incoming webhooks offers an optimal balance of cost-efficiency and customization flexibility. This prompted me to develop my own webhooks,
Zoho Project to manage projects in a production company
Hello. My company is based mainly on production and assembly. Im trying to chose between Asana and Zoho Projects. Im leaning towards Zoho Projects as Im a Zoho One user but I tried the mobile app and setting tasks of certain projects seem to be overcomplicated
Use Fillable Template for Engagement Questionnaire and attach to CRM Deal Record?
Whenever we engage a new client in a project we have a worksheet that we work with the new client to fill in. This worksheet then forms the basic requirements for the engagement. I'm wondering if I can use a Writer Fillable template for this. Ideally,
Filter to Prevent Automatic Response When Email is from a Specific Address
Hello, Is it possible to create a filter or rule that if an inquiry is sent from a specific email address, an automatic response will not be sent? Sometimes I send a message to support from ZOHO BUG TRACKER, and I do not want to receive an automatic reply
Filtering Spam Inquiries from Facebook
Hello, Recently, we have been receiving numerous spam inquiries from Facebook, falsely claiming to represent others and threatening us with supposed rights violations and the like. The issue is that these messages come from different profiles each time.
Activating a Rule When a Specific Agent Responds in Zoho Desk
Hello, I am inquiring if it's possible to create a rule in Zoho Desk that activates only when a specific agent responds. For example: if agent X responds, can the ticket be set to UNASSIGN? Thank you for your assistance.
Invoice Currency
Hi, I would like to create an invoice in a currency different to the base currency. Is this possible? Or is there are workaround? Thank you R
Is there a way for Deluge to get the ID of a record submitted via insert into FORM_NAME
Is there a way for Deluge to get the ID of a record submitted via insert into FORM_NAME? i.e. I have: insert into Work_Order [ Added_User = zoho.loginuser Work_Order_ID = issueID ] I'd like to get back the ID of the record created so I can use it in the
Is there a way to make a more professional layout?
Hey All, I was excited to try ZoHo Notebook as Evernote is squeezing everybody out with its pricing and also the act that ZoHo Notebook imported Evernote in. However, I was disappointed to see that the interface looks so simplistic and amateurish. I was
What's New in Zoho Books - October 2023
Hello users! We've rolled out a new set of features and enhancements. These updates bring you new features related to taxes, and other enhancements that will help improve your accounting experience with us. Read on to learn more about what's new in Zoho
What's New in Zoho Books - November 2023
Hello users! We're fast approaching the end of the year 2023, and we hope this has been a fruitful year so far, for your business. Like every month, we're back with the latest features and enhancements made to Zoho Books which includes a new integration,
"Visit Summary" section is not populated in Zoho CRM
I integrated Sales IQ using JavaScript API, and when form is submitted - CRM contact is created. Zoho Sales IQ gets visitor's name and email, and in UI link to CRM contact appears. But in CRM "Visit Summary" section is still empty. I need some help finding
ZohoCRM not displaying "Visit Summary" information
Hello, I've been trying to resolve this issue for days now and nothing seems to be working properly. I have Zoho CRM+ and Zoho SalesIQ integrated, but it does not seem to be working. In all the examples i have seen online, once the 2 are integrated together the SalesIQ information should be possible to see in the Zoho CRM. When someone submits a form on my website, the information such as most recent visit, referrer, visitor score, etc. should be visible in my Zoho CRM but it does not transfer over.
Allow accepting or declining of Estimate/Quote.
It would be nice to have the ability to mark an Estimate as "Accepted" or "Declined" that way I can easily sort through the ones that need an invoice created and which ones I have to follow up on. Would be even cooler if the customer had the ability to
unable to access zohonote dashboard
Hi, When i click this link on the homepage of zoho notebook https://notebook.zoho.com/app/#/notebooks it takes me to a 404 page.
Notification Sound + Vibration Notification Only. Can't find the Sound Only option.
Um, not seeing where this setting is. Usually I just long tap the notification when I get one.. Then it redirects me to the settings of the app to change it. Zoho app > Hamburger menu > Gear Icon settings > Manage Notifications All I see is "Allow sound
Info on moving data center
Hi I can see from my Zoho one account for my organisation (thegrowthcollectivelimited) we are currently set to a US data center location. What is the process and what options do we have to change our data center to a closer one to us in New Zealand? How
unable to receive emails
is anyone able to look at my settings as i believe i have set this all up correctly but i am still unable to receive emails, getting very frustrating now :/
CRM Widget In Zoho Mail
When I try to link an email located in a shared mailbox to a contact or a lead with the CRM widget, I have an error "Oops! something went wrong"
Unable to Switch to 'Table View' in Zoho
Good Morning, This issue just started happening today. But when i initally logged into Zoho, mt default view was in 'Table View' and would not load the page no matter what I tried. What I tired to remedy the issue: Cleared cache and cookies (Chrome) Tried
website error privacy error
Our website is not accessible. Everything has been fine until today. https issue. I need a fix asap. Your connection is not private Attackers might be trying to steal your information from www.fullspectrum-partners.net(for example, passwords, messages, or credit cards). Learn more NET::ERR_CERT_COMMON_NAME_INVALId
COMISIONES DE VENTA EN ZOHO BOOKS
Hola, hay una manera de calcular las comisiones de venta efectivamente cobradas. Yo uso Zoho books y me ayudas muchísimo a gestionar mis cotizaciones, mis gastos y mis ventas, pero no es fácil calcular las comisiones de venta por vendedor, ya que sólo
Does bookings have a way for us to see what URL they requested the booking from?
Does bookings have a way for us to see what URL they requested the booking from? Same as title
Price indexation (inflation)
Hi, in our contracts we have a provision that during the term of the contract we can increase the price annually with CPI (say 3%). Is there a way to update an existing subscription and say price will be example: 102 instead of 100 starting march 1st..
Using JS Embedded Form, does not scroll to top on 'next' button.
When embedding a form using JS, I am unable to get the form to scroll to the top when you click next on mobile. Even though the focused field is at the top, out of view, it will not show it unless the user manually scrolls to the top. Please help. Browsers:
How to access department data for each project and job from Zoho People
Using Zoho Analytics how can I see the departments that belong to each job and project from Zoho People? I don't see the related fields in Zoho Analytics.
Zoho CRM not showing received emails
Greetings, We're using the free edition to test the software and it seems that our emails are sending and receiving the emails correctly on Zoho Mail. Anyways, if we try to see the log on contacts/leads for sent/received emails, we can only see the sent
Zoho payroll is not IRS MEF (e-filer)
Please note that zoho payroll is not a 94x Modernized e-File (MeF) providers according to the IRS. This means zoho payroll cannot e-file. Its a pretty horrible product as of now, in fact it cant even create the 940 and 941 pdfs, let alone e-file. If you
Password Vault - Unable to access pre-existing accounts after activating Azure (Entra) SSO
We're having an issue converting to Azure (Entra) SSO with the password vault. We've noticed that after we enable the SSO settings, the user accounts created before SSO were enabled are no longer accessible. Is there a way to designate certain accounts
Creating Hidden Items
Hello Is it possible to create a hidden item in the task details?
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