It's here! A Publishing Calendar to give you better view and more control over your posts.
Hello! Just a couple of days back my colleague Vishal announced that you can now do more on Twitter with the Advanced Search Filters, along with a bunch of other cool stuff. I hope you got a chance to check it out. In fact, I'm itching to you tell you all about the latest updates we have lined up, but I'd rather give you doses of excitement every week to last until the very end. ;) Alright, I hear you. That's enough tease for the day. Here we go! Introducing... an all-new Publishing Calendar,
Newb question on using Zoho
Our business works on machines at customers' facilities. We want to add a customer and under that customer, we want to add the customers' machines under the one company profile. Then quotes and invoices would reference a machine at the customer facility.
Ability to see Zoho Notebook notes in Writer
Hi, Not sure if it's planned for the future but it would be nice to be able to see Zoho Notebook notes in the Writer interface... a little bit like how it works in Zoho Mail. Being able to copy and paste text from different notes into a single document
Multi-organization Support - stay signed into multiple Cliq Organizations on Mobile Phone and Web apps
I am trying to advocate Zoho One for many organizations that I influence. I serve on the board of some organizations that we plan to convert to Cliq and am a member of multiple other organizations that some are already using Cliq and others we are working on converting. The problem is I need to stay signed into multiple Cliq organizations on the web and mobile phone applications so that chat requests will notify me. This was possible with Slack, but there does not seem to be any multi-org support
Viewing Old or changed estimates in Zoho books
We do estimates for clients through zoho books and send from zoho direct to the client. However we are having issues after the estimate has been modified a few times and resent. Basicaly old original estimates cannot be found. Is there a way we can look
Customer Portal for Multi-Store Accounts
Hello, we have many customers that have more than 1 store. Each store is an Account in Zoho CRM/Books. How do you handle this when your customer has for example 10 or 50 stores and their bookkeeper needs to log into the customer portal for orders, invoices,
How are latest patches and updates applied in Zoho People
How are latest patches and updates applied in Zoho People? Do we get the notification of the new updates?
Post your documents to WordPress.org from Zoho Writer
Hi Zoho Writer users, We've rolled out a new WordPress extension that will enable you to post Zoho Writer documents to your self-hosted WordPress site. Here's how you can use the extension: Install the Zoho Flow WordPress plugin in your organization's
HTML Tag issue!!!
Hello people, I am facing issue converting HTML tags in zoho mail, it is working in gmail. Have attached the image for same. Please help me out here.
What is going on w/ field focus on disabled fields?!
Prior to a few months ago, field focus ignored disabled fields when tabbing through a form. Then all of a sudden disabled fields were focused, which caused me to modify all our forms to keep our workflow going smoothly. Now, as of today field focus is
Can't add video in the mail content
Hi everyone, I'm trying to add a video in my email content in an automation. So, I put the Link and the Title in the video element, but when I click on "Confirm", nothing happen and I am forced to refresh the page. Have you any idea how to fix that so
Cancel Button Not working when editing a form opened from openUrl
I have a custom function to edit a form which I use in a button on a related report. It uses the "openUrl" task to open the form with the correct record id, and it sets up the View Link and and Next URL. Here is what that URL looks like: https://app.zohocreator.com/myloginid/myappname/#Form:Record_To_Edit?recLinkID=3208680000009414047&viewLinkName=Record_To_Edit_Report&zc_NextUrl=#Record_To_Edit_Report
Issue concerning the link between a deal and a task
Hi, I try to link a new task to a deal. I get a 200 code_status but the created task is not linked by using DRE function. Shoud I try with invokeUrl and api ?
First Aid Tracker
Good day, all, I hope you're doing well. Would like your assistance with creating a Zoho Application on Zoho Creator. We are creating a First Aid tracker which will ask the user to check 12 different first aid kits given three conditions. What is the
Free Webinar Alert! Effective inbox management with Zoho Mail
Hello Zoho Mail Community, Wish you all a very Happy New Year! 🥳 We hope you're all staying safe and good. As you've just started the year afresh, we're here with a free webinar on effective inbox management to help you have an incredible email experience
Sidebar Navigation for Module Sections
Using the Sidebar is a great Navigation tool for users when the data they need to access is stored in several Related Modules and associated using Related Module Lookups. However, if all of the data that users need to access is stored within a Single
How to Group Records and Sum Unique Values
Hey all, I was hoping someone would be able to help me on something that I cannot seem to get right. Let me show you an example of what I am trying to do. Here is an example of the structure of my data, note the multiple records for a single company.
How do I send from the other domain?
Greetings, My client upgraded from Mail free to Mail Lite because the first feature listed is "Email hosting for multiple domains". I have now added a second domain. I tried to add a user on the new domain, but I got an error message saying "License limit
Change of Billing period from monthly to yearly
Hello, How can we change the billing period of Zoho Books from 1 month to a year? Thanks, Kristina
Unable to Add Google Calendar Extension on my email haroon.ejaz@wadic.dev
Hello, I am trying to install Google Calendar Extension https://www.zoho.com/mail/help/zohomail-google-calendar-extension.html to be able to subscribe to google calenders of users who use gmail. But the extension is not being installed.
how to add subtotals in a quote
Hi, I need to add subtotals under many items when making a quote. How is it possible ? ex. Item Qty Unit Price Total Price Item1 1 100 100 Item2 3 50 150 subtotal 250 Item3 2 75 150 Item4 1 200 200 subtotal 350
Silent install parameter required
Hi - we have an issue with this platform, the Bulk Deployment manager doesn't work on our (very simple) domain, it deploys the package then simply fails - Zoho support have looked at the logs for this and failed to respond to our ticket. The instructions
set up of Begin Zoho for new Architect and Construction Company
I just started an Architect and Construction company. I get confused while configuring, about the terminology for making the services like planning, designing, construction etc. customer, types of services about apartment, residential, hospital etc. Can
How do I call the Year and Month in the Invoice Number Prefix?
As mentioned in the subject, how can I do that? I was aiming for this format> 2024-02-2501 where 2024 - year 02 - month 2501 - starting number
How to sync username and password when client sub zohosub, then create that same user and pass into my website?
Hello, I have questions. Thank you in advance if you can help point me in the right direction. My website is built using wordpress+woocommerce. Earlier we sell subscriptions via woocommerce as a 'product' so when ppl buy that product = they buy sub and
Create Your Own Website Easily With Zoho Sites
Zoho Sites is known as an instant online website builder that enables one to create a visually attractive website within minutes with the help of a drag and drop tool. In order to use the best functions of Zoho, there is no experience required. It is
Why some Deals are displayed only on Activities Tab ?
Hi, Some Deals created by api are displayed on activities Tab but not on Pipeline Tab. What is wrong ?
How to format a date
Hi , I don't manage to convert a date in 15/12/2023 format to 2023-12-15. I've tried using the toDateTime function without success. dueDate0 = echeancierList.getJson("Echeance_dt"); dueDate = toDateTime(dueDate0,"yy-MM-d"); Any help would be appreci
How to track reimbursement between business and personal bank account?
How do I go about recording a reimbursement when I’ve transferred funds from my business bank account to my personal bank account for a business expense (equipment and manufacturing supplies)? The expense was made on Dec 30 2023. The transfer was made
INVOICE TEMPLATE ITEM TABLE LINE SPACING
how do i remove the line spacing between items in Item Table i can only put 6 7 items max in a a4 size page normally i make a invoice of 16 items quickbooks doesnt have line spacing and sage has a addon for customizing your invoice Please solve this problem
Assistance on CRM formula required
I have two queries on formula... 1 - I am trying to calculate two fields based on a checkbox and get a syntax error message. The formula is: If the check box is true then add field 1 and field 2. 2 - I need to calculate a ratio based on a pick list response.
Welcome to the Zoho Practice Community Forum!
Hello users! We launched Zoho Practice, our very own accounting practice management solution on 15th November 2023, and we're elated at the response we've received so far. Zoho Practice was crafted for accounting firms and professionals, considering their
Mail Merge Sub Fields in Related Lists
Hi Z Community: I wanted to reach out the Z Community and see how users are working with Mail Merge > Sub Fields > Related Lists. This is where you have to Create Table in order to use the Sub Fields for a Related List in a merged Z Writer document. We have many documents where we need to reuse the Sub Fields and if you do to, you may have experienced the attached Oops! We can't always include an entire section of a lengthy agreement within a single table in order to access the field more than once.
How to map a variable associated to a trigger
Hello, I would like to map the ID of a record associated to a trigger (when a task is updated, for example). To do this , - I have builded a custom function associated to the module "Tasks". - I use the getJson Deluge function on the argument "task" which
Analytics Cleanup
We would like to clean up our Analytics reports. Is there a way in Analytics to determine where a report is used and/or the last time it was opened?
feature request - contact/lead photo in list view CRM
A feature request I have is to be able to have thumbnail photos of the contacts/leads available in list views for CRM Any plans on adding something like this?
Where to find total shipping charges we received from customers
Hi may be this is silly question but I am not accountant I am using Zoho for my small online business accounting and still learning when we create invoice we have shipping charges not as item but at the bottom of invoice . in my business we collect shipping cost fom our customer so it comes as money in flow but when we ship their product we pay shipping cost (the amount we collected from our customers) to our shipping partners. now I have to file that shipping expense and I am looking for the
Refund
Hello, Subscription ID RPCW2004419825770 Billing Agreement ID B-3TG33555K7425735B I am not satisfy with my current subscription kindly make refund Regards,
550 5.4.6 Unusual sending activity detected.
550 5.4.6 Unusual sending activity detected. Blocked the one of my companies e-mails after sending 9 e-mails to clientes. comercial2@playcipa.com.br
Provide a way to enter package delivery/received date
Good day, Currently, the Packages module provides the means to enter a shipment date, as well as mark the package as delivered. However, there is no way to enter the date the package was delivered to/received by the customer--at least not for manual shipments.
Next Page