Zoho CRM integration Tax issue.
Ok so I have an open ticket with support for this but been more than 1 week and still nothing. So I will be turning to you guy's. So we are using Zoho Books Canada edition. They came out with an update in august of this year (so far only new account get
how do I use the Free CRM version
I have used the Enterprise version of Zoho's CRM for over a decade and I signed up for the Free CRM version for another business and I can sign in but there is no home page to go to or a list of features that are available on the free version.
problem exporting/reporting on Rich Text fields
I have a view based on a form that contains a rich text field. Works fine for editing in the form, but all export options for the corresponding view (PDF, XLS etc.) show embedded html in the text, things like <BR> for line breaks and for spaces. I cannot produce proper output from this view and that is a huge problem! I could convert the field to multiline plain text without a huge loss of functionality, but it's my understanding that Zoho would throw away the data in doing so. That is
(mx2.zoho.eu) Reverse DNS Resolution - No PTR Record found
Instagram Post Publishing Issue
Hello Everyone, Hope you all are doing well. Recently, i am facing issue with zoho social, dashboard shows that article is published but it is not reaching into Instagram, Why? Please check and reply for the same Thanks a lot Arun Pancholi Freaky Fu
Adding signature fields in your contract template
When you send a contract document for the signing process, you have to insert the signature fields into your contract document by dragging and dropping them for each signer. It won't be effort-intensive for contracts that have fewer pages or signers.
Missing ability to add bank charges to expense reimbursements is very annoying
When I reimburse an expense report, there is no ability to add bank charges to the transaction. Every other payment or deposit transaction I have seen in Books has this ability. However, with expense, I have to create a manual journal to account for bank
Deleting hundreds of messages at once
Hello, Is it possible to delete all messages in the Unsent Messages folder at once? I have over 14,000 messages in that folder. Thank you.
WhatsApp Marketing Automation via Bigin
LEVEL UP YOUR MARKETING AUTOMATION! Introducing WhatsApp on Bigin by Zoho CRM Cleanomatics Solutions, the fastest emerging partner of Zoho, whose primary focus is on CRM solutions for SME's, has recently launched a unique integration solution to connect
Right click function not working
Hi, I'm using the desktop Zoho Mail (on Windows 10) and unable to bring up the right click menu when composing or replying a mail. Appreciate any input.
How to set up automatic counting of days between dates?
Hi. I would like to set up in ZOHO to automatically count between the date a job is opened and the date a job is closed. Right now the formula is not counting correctly.
No integration in Zoho calendar
I wanted to link the zoom in my zoho calenda, but there no integration on the settings. Please help advice.
How to add my wix website to zoho sites builder
PLEASE LET ME KNOW. How to add my wix website to zoho sites builder
We need a Zoho Tasks and a revamped Zoho Calendar
Calendar First off - the Zoho Calendar is really, really bad. It's outdated, kind of slow and just doesn't look good or work good. It needs to be revamped so that it's competitive with Google Calendar. Most of the functionality is already there - it just needs a UI refresh and better integration with Zoho products and better features such as: All CRM events should show on the calendar. All Projects projects should be able to be shown from the project start date to completion date or due date All
Error in syntax parser involving invokeUrl and workdrive upload file
I wasted way too much time and haven't even bothered to get this working yet but it all should be simple after debugging this issue. I see literally no different results between the two syntaxes and have seen no one else talk about this issue but it just
Date in Mail Merge
How do I add a current date field in Zoho CRM Mail Merge? The quick add field is adding a highlight over the date. And it doesn't appear that it updates as the days move forward. I am creating an invoice that has a field for the date the invoice was created.
Custom Placeholders in Terms & Conditions
Hi Zoho, Totally loving the Zoho Invoice and I am excited about revolutionizing my current workflow. I do have a question about adding custom placeholders into an estimate/invoice. For example, when I create an estimate, in the terms & conditions it will always have the following: • 50% project payment of $6,667.50 upon signing of project contract to start brand design, wire-framing + design of website • 25% project payment of $3,333.75 upon start of programming of website, or on March 1, 2017,
Integration with Google Voice/Hangouts and Skype
For the Zoho team. Are integrations of Google Voice/Hangouts and Skype planned for integration with Zoho CRM? There is capability for clicking on a phone icon next to the phone number of a contact to call using Skype; this does not work with Google.
Christmas Chat Widget Customisation
Hi, I have just noticed that in Pagesense click tracking, the chat widget seems to have a more seasonal theme! Seasonal chat widget Trouble is that I can't find where I would actually make that the live version on the side. I would presume that it's in
How to correctly use workdrive integration to upload file from file_upload field?
I have no idea if this is supposed to go into WorkDrive or Creator forums or Deluge but I'm hoping someone can help me out either way. So according to the information on the workdrive integration with creator to upload file (https://www.zoho.com/deluge/help/workdrive/upload-file.html)
Strange behaviour with currencies
Hi all, We're in Japan, we deal with Japanese companies. Japan has a 10% sales tax. Everything was working normally until 2 or 3 days ago when 2 things started happening: 1. Order totals (in the Sales Order module or Invoice module) were often incorrect
Tiny Tip Tuesday #63
One valuable tip for creating an engaging online survey is to incorporate interactive elements. Consider adding elements like: Survey progress bar Interactive sliders Image selection questions Diverse rating representations Survey themes These changes
Linking Access Database in WorkDrive
I have Zoho WorkDrive and in my WorkDrive I have the backend Access Database holding my data. The problem I am having is linking my Runtime Access frontend to run on any and all computers using the HTTP://. I do not want to link my Runtime Version using
Zoho Desk Auto Reply from a default email address
Hello, I have set up two rules in Zoho Desk: 1. Assign ticket to whoever edited it - when an Agent replies to a ticket, they become assigned to it automatically. 2. 3 different auto reply rules based on holidays/business hours These rules have been set
Difficulty retrieving portions of Date-Time object
Having some issues with date-time objects and could use some guidance. I've retrieved a timestamp from a module, in this case the "Created Time" timestamp. The timestamp variable returns true for isDate(), but when I attempt to use .getHour(), .getMinutes()
If Today is between 2 dates formula issue
Hi all, I'm trying to work out if today is between two date fields on a record but I cant for the life of me work it out. I've been trying to get this to work but if anyone can tell me where I'm going wrong i'd be really grateful! IF(AND(${Deals.Deal
Community Digest - noviembre de 2023
Community Digest - Noviembre 2023 ¡Hola comunidad! Este 2023 ha sido un año de cambios, de descubrimientos y de grandes logros cumplidos. Antes de anticiparnos a todas las cosas que están por venir, nos gustaría echar un vistazo a estos últimos dos meses
Contacts Lookup - Last Name Only?
Im trying to link Tasks, Forms and some custom modules to Contacts. It looks like you can only use Lookup on the Contacts last name. This is annoying because you very rarely know the persons last name. So then I try to add another field for Lookup (eg.
The limit of Time has reached its maximum 15000
What does this failure mean in a desk custom workflow? jack
Animation Effects in Master Slides
Would you let us specifcy animation effects in master slides? I believe PowerPoint has this feature for at least a few decades and I have long wondered why Zoho Show does not have it. I use animation extensively in my slides -- just a simple one where
Can't import Google Keep into Notebook
I'm, trying to import Google Keep notes ("Migrate from Google Keep") into Notebook. I followed the steps to export with Takeout, and uploading the .zip file. But after a few minutes, the import fails with the error "The previous upload operation has failed
Campaign Not Sending
Hi, I sent an email out at 11:30 today. It took an hour to deliver and says it was delivered at 12:38pm. It says it is at 100% delivered with 0% opens. Members of my team are on the lists that should have gotten this email. We are trying to send this
Calculate Age by Current Year Deluge
# Tips of the day Calculate the Age from the current year Birthday = "10-Jan-2006".toDate(); age = zoho.currentdate.getYear() - Birthday.getYear(); if(age >= 18) { info "Approve"; } else { info "Under Age"; }
Reporting Tags, Custom Fields = Detailed GL extract
Hi, new user, is there anyway to have either Reporting tags or custom fields added as an additional column in the Detailed GL report. This a feature in QB, and am wondering if it is in Zoho as well. Thank you.
Blurry/Pixelated Photos
I've been scheduling posts to FB and IG via Zoho Social and notice that the photo quality is significantly reduced, especially when the photos are viewed on a smartphone, which has more pixels than typical computer screens. Our posts always look crisp
Zoho no images
Hi, I have received a zoho learnings from my colleague but after opening all the Zoho training, the images are not loading. see attachment. Thank you, Arjae
sending mail via browser auto sends copy to my inbox as well as sent box
When I send an email from my browser, a copy goes in sent as expected, but I also get a copy sent to myself. Any way to stop that?
Necesito un experto en CRM para añadir a mi equipo
Hola comunidad!!! Estoy buscando a experto/a en CRM y Flow para darle trabajo y meterlo en mi equipo. Cualquier cosa aquí está mi teléfono. +34 655 83 67 37 (whats app o llamada)
Linking CRM & Projects - without emailing customers
We specifically do notwant to give any of our clients access to Zoho Projects, however we want to be able to add projects and track progress at a customer level. Is it possible to create customer links to the CRM without giving them access or generating
Email Insights cause email to go to Spam
Have seen many threads about ZoHo emails going to spam but wanted to share some findings that I did not see discussed so far. One major issue that might be causing emails to go to spam is using the Email Insights (tracks opened/bounced/clicks etc.) in
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