Zoho Notebook Improvement
I've observed this app over the past seven years, from its initial launch to the present day, and unfortunately, it hasn't become my go-to notebook app. To enhance its viability as a regular notetaking application, I'd like to offer the following suggestions
Customize the header of a deal
Hello, Is it possible to add more fields here: I mean right next to the amount I want to display the value of 2 other fields. Thank you!
gstr 2b not seen
i file my gst from zoho books... before i file gstrs3b i am able to see the gstr2(inward supplies).. but after i file the gst returns gstr 3b the gstr2b gets disabled...and i am not able to reconcile in case any previous months bills are inwarded la
I can send emails but i cannot receive them
I can send emails but i cannot receive them, i believe all the settings have been setup correctly with shopify but i cant seem to get this to work?
Forms
Hello i try to create a new form and add description or terms. When I submit On the entries the description or terms not show just show agreed or nothing . How will show it on entries or psd export ? thank you sorry for my English
Getting error in Zoho Books Workflow Rule: Error due to - 'UnAuthenticated Connection: zohobookstocreator'
Hi, I have written a custom function to insert records from Zoho Books Invoice to Zoho Creator whenever an invoice is created. The custom function is working fine when I try to execute manually. I could see the record created in Zoho Creator as well without
Inventory Search Feature
Hi. I was wondering about the inventory search feature inside zoho books. For an example when I go to create a quote; you HAVE TO enter in the item identical to the way its placed into inventory. The problem about this; is we roughly carry several thousand items. I love the way zohocrm can search it tho. Any quick way of fixing this? I would like to search a keyword in books when add items and it show all items with that keywork regardless of the location of the keyword in the item description.
Error: Zia powered by Chat GPT (Zoho Desk)
See attached image. I get this error when trying to use Zia powered by ChatGPT in Zoho desk. How can I fix? Yes, I do have credits in my OpenAi account and yes I've confirmed the API Key is accurately added into Zoho Desk...Thanks for your help.
Filters on Town Halls + Feeds for Pictures/Images
Dear @ Zoho Connect, we had the question Today to have Filters on Town Halls .. use case : wanted to see all pictures/images that once were posted in Announcements or Questions. Same for the Feeds, we can Filter on Videos but not Images? Others-option
Custom view when assigning courses to the deals module
Hi Guys, i wondering if the is any possible to make a Custom view that i will see this custom view when i assign course to the deals module? We are a college of music studies, The scenario is like this - Once a Deal is created We have a new module called
Mass Email Based on Criteria - Difference Between Account Name and Account Name (Contact)
Can someone let me know what the difference is between Account Name and Account Name (Contact)?
Wrapping Text Around An Image
There are times when you would like to add images to a text and place them in a certain way to make the text more appealing or be more in line with the context of a particular section of content in your document. Zoho Docs, online word processor - Zoho Writer provides you with six text wrapping options. Here they are: Option 1: In Line With Text: Image is part of the line of text, where it is inserted. For ex: Option 2: Behind Text : Image appears behind the text, a bit like a background image
Inheriting fields from master data to transaction / subsequent transaction
Hey Community, We have certain fields in the customer master data that we used to inherit when creating a subsequent transaction (e.g. Estimate, Sales Order etc.) Two examples: 1. Payment terms (Standard field in Customer, Custom field in Estimate) 2.
How to compare old value and new value on Create/Edit Record
I have a custom module[Project], there is a Lookup Field[Contacts]. I want to change more than 10 Fields from [Contacts] Fields to custom module[Project] Fields when the Contact ID changed. I try to use Automation Workflow Rules Function whenever a [Project]
update new field to a default value on old records
Hi, I would like to add a new field to my forms and automatically update it to a default value on my old, previously created records. I have 100 clients, and I would like to add a flag field on all of them to a default value of "NO", retroactively to all of my clients. I know there is a way to do so without a loop - by using the "required field" functionality. Somehow it worked for me a few months ago, and the fields were well updated. I don't know why, it doesn't work anymore. How do I do
How To Create A JSON Request With More Than One Array Element?
Hi, I am using the postURL functionality. JSON Request body contains more than one array element like shown below, Original JSON Request Body Format To Be Used: { "Name": "Hello World", "Roles": [ { "Profile": "asdf", } ], "Description": "sent" } This is my code used for creating above JSON request using "map()" functionality, myMapData = map(); myMapData.put("Name", "Hello World"); myMapData.put("Description", "sent"); // I used the following code for creating "Roles"
How to add candidate resume to calendar interview invite
How to add candidate resume to calendar interview invite and other details Currently when interviews are scheduled, the interviewers only receive an intimation for the interview without the candidates resume, name of candidate or any such information pertaining to the interview. Date and time of interview appears in the email only.
Dynamically set allowed days for a date field
Greetings! Is there a way to dynamically set allowed days for a date field? My application includes a scheduling tool that I need to control what days of the week can be selected based on availability in a provided zip code. For example: Dispatch Calendar:
How to Trigger Lead Workflow if no received email within N Days of Lead Create?
How to Trigger Lead Workflow if no received email within N Days of Lead Create? Is there any way to do this without hand-coding it?
Prefilled forms based on e-mail campaign
Dear, Is it possible that we create a form, which is prefilled based on the campaign contact list. So in fact, we want to send e-mail campaign with a link to a from that is prefilled with their personal contact information. At this moment we can create
Another IP blocked by Spamhaus.
Hi, In addition to my other ticket about Spamhaus, the below different IP is also blocked. Our project launces very soon and the sending of scheduled emails it important to the project. Can you please advise? Reason: uncategorized-bounce Message: 5.7.1
Convert button for Custom modules
Hi there. I'm in the process of setting up our CRM from scratch and redesigning all of the modules. Currently I'm working on the front end and 3 modules in particular - Leads (CustomModule1) Customers (Renamed from Accounts) Contacts (CustomModule2) Initial
Where can i include Poll in campaign ?
Je ne trouve pas d'ou je peux créer une enquête Ou se trouve la page en PJ qu'un autre utilisateur m'indique mais que je ne trouve pas
To Zoho Mail users that also use Zoho Recruit
I am currently using Gmail with the Gmail Zoho Recruit Extension but am considering switching to Zoho Mail because the Zoho Mail extension is more powerful. Curious to know who uses Zoho Mail/Zoho Recruit combo and how you like it. Thanks, Philip
Host your web and mobile apps of Zoho CRM in Catalyst
Hello everyone! We are happy to inform you that the web and mobile applications you build on top of Zoho CRM can now be hosted on the robust microservice framework platform, Catalyst. Our help documents give you an understanding of building and hosting
Zoho Desk - Works Super slow and Lagging
Hello, Zoho Desk works too slowly. I have already called support several times. Each time Zoho support tells me to try it in private mode on the browser. But this solution doesn't work, same effect. We need a better Solution. Our support team cannot work
How to install PGP extension in Android zoho app
I have enabled PGP on my account. I have been able to install several certificates and I am able to send and receive encrypted email using the desktop web interface. My issue is with the Android app. I am presented with the error "Enable PGP extension
Documentation on new Hosted Payment Pages
Where is the documentation on the new hosted payment pages. The document in the user guide seems to still have the old info. Looking for info on the email verification feature and to see if we are able to yet save address info to our systems with the
Updates in Zoho Workplace applications | Oct and Nov 2023
Hello Workplace Community, We wish you all a Merry Christmas! 🎄 Hope you're all doing good and staying safe. This Christmas, we have quite a few treats in the form of new features and enhancements across the applications in Zoho Workplace. Let's take
Reference or Disable the cancel button in editing
Hello, I'm having an issue. I created a button with the function to switch from one module to another, and when this action is completed, it opens the record in edit mode with the information already filled in. However, when I click on the cancel button,
[Webinar] Consolidate your tools with Zoho Writer
Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for December 2023: Learn how to consolidate tools, improve productivity, and cut costs. This webinar will focus on how you can replace multiple tools with Zoho Writer and be more efficient.
Associating Imported Invoices to Sales Orders
I am trying to import invoices and associate them with open sales orders. I have followed the instructions and imported the invoices successfully. When I look at the invoices, they show the SO number that they are associated with. When I click on the
Timeline Simulator for Task Blueprints
Hi there, we are heavy users blueprints for task automation. It has helped our organization perform better on every front, absolutely love them. About the only trouble we've had with blueprints is that when they have many transitions or stages where the
Can we use Zoho email smtp?
I have a blog website Peacocktv.com/tv , we are looking for a smtp email service which we can use to send notifications to our readers who have subscribed for email services. While researching we found Zoho Emails. Can you please confirm us can we use
Building extensions #4: Fundamental features of a Zoho Projects extension
Hello everyone! Thank you for visiting our Building Extensions series. As part of this series, we've already covered how to use the Sigma cloud editor and the ZET CLI to create, test, and publish extensions for Zoho Projects. You can refer to our earlier
can help me ?
Failed to save the function Variable 'LeadsID' is not defined___ module = zoho.crm.getRecordById("Leads", input.LeadsID.toLong()); createMap = map(); createMap.put("Name", ifnull(module.get("Name"),"")); createMap.put("Owner", ifnull(module.get("Owner"),"").get("id"));
Tip #15: Customize service prices for each staff member
It's common practice for a service to be priced differently based on the staff member providing it. For example, an experienced hair stylist may charge more for a haircut compared to the other stylists. This pricing strategy allows businesses to charge
Create a specific field with sequential number (+1) - Need help with formula
Hello everyone, I need support please! I would like to create a specific field in Books. This missing field should consist of the following parameters: 1. symtax: "PR-" 2. customer number (cf_kdnr) 3. consecutive 3-digit number I would like to achieve
How image in a published page show up to external users (when they view the page using the page permalink)
Hi. I have created a page in Zoho creator. This page contains zml snippet which contains line of code for displaying product images from a particular report. What is the syntax I need to use in order for the external users to view these images inside
Desbloqueio EMAIL
Olá, minha caixa de saida está bloqueada, favor desbloquear ....
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