Trying to create a paid invoice
Hi all, I'm trying to use Zapier to connect Woocommerce to Books to create a paid invoice. I can get a draft invoice created, but am stuck trying to update the draft invoice. I've tried a number of custom functions from other threads but can't seem to
Link to sign, New UX/UI, and Folders
Hi, I just wanted to request a features. A link for the signer to sign, sometimes the signer can't seem to find the email that sent for signing, so it would be better if I can give them a link to sign. like PandaDoc is having right now. I think the UI
Is there an ability to keep the status field unlocked while having an active blueprint?
Hi, Is there an ability to keep the status field unlocked while having an active blueprint? Thanks,
Sample code for passing parameter to a widget. And code for fetching record in a look up field.
Hi! Im trying to create a widget but I didnt know how I can pass paremeter? There isnt much documentation avaialable? If I have the widget in a page and this page has parameter. How can I pass it to the widget? Also how can I get record from a look up
Since we can add note types it would be nice to filter by notes
I added note types for candidate and job order notes. But there is no way to filter notes by notes type which would be useful. What functionality does 'note type' provide? Thanks, Philip
Separate 'pipeline record' permission for each 'team pipeline'
It would be useful if we could manage 'pipeline record' permission for each 'team pipeline' separately. For example: I want that the user can Create, View, and Edit 'pipeline records' for 'pipeline A', but the same user should be allowed to only Create
AppleTV and Embed Code
I'm trying to create a presentation where the embed code shows a countdown timer from another website. Will Zoho's Show App on the AppleTV do this? I have a hunch that the AppleTV will force it into it's own sandbox and not allow for extraneous code...
Is it possible Multiple Instances in Zoho books?
Is it possible Multiple Instances in Zoho books??? For eg. i have enter a debit note or invoice in 1 company and then 2nd company will update automatically sync the same and get updated.
Multiple Instances in Zoho books
Is it possible Multiple Instances in Zoho books??? For eg. i have enter a debit note or invoice in 1 company and then 2nd company will update automatically sync the same and get updated.
User Roles & Permission
Hi Team! I want to understand a little bit more about the User Roles & Permissions for Zohobooks. Since we have a lot of different roles with different levels of access due to compliance policy, we would want to use the custom role in favor of system
Can't use CRM function "attachfile" integration to upload Zoho Writer Merged & Send file
Hello there, I am trying to attach the merged document from Zoho Writer back to Zoho CRM's own record, but I could not find the record id (or account id) from the Merged Document Zoho Writer function's JSON or just .get(); to fetch the Account ID. However,
[WEBINAR] Navigating taxes and accounting for ecommerce businesses in India - by CA Gopal Krishna Raju
Hello everyone! Dive into the essentials of ecommerce accounting with our upcoming webinar! Whether you're stepping into the world of online business or aiming to grasp the intricacies of tax regulations for ecommerce in India, this session is tailored
Duplicate Bill Numbers for Purchases in different financial years.
Hi We need enable duplicate bill numbers from the same vendor, where the financial year is different. We have multiple bills from vendors having same bill number but in different financial years. Further, if we enter a financial year suffix to the bill
Outlook blocking Zoho IPs (bad reputation)
Hi, Few days ago I've noticed about a error about undelivered emails, so I'm reporting this issue to the community. valdxxxxxx23[at]hotmail[dot]com, ERROR CODE :451 - 4.7.650 The mail server [136.143.188.57] has been temporarily rate limited due to IP
Accounting on the Go Series-13: Snap, Upload, Organize: Simplifying Transactions with Zoho Books Attachments
Hello users, Welcome back to our 'Accounting On-the-Go' series! Today, we're excited to share a versatile feature in the Zoho Books mobile app – the ability to add attachments to your transactions. This functionality enables you to keep all relevant documents
Domain Not resolved on send emails to tjrj.jus.br
Dears, My mx records, spf and dkim has ok. I Receive this error message from mail.zoho.com: This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was
Client Script setValue for Disabled Input
Hi, In the Zoho CRM Deals module, I have a field, let's call it "Result". This field is filled automatically using Client Script's onChange Field Event, when the field C is changed, even before saving the record. My code is as follows (simplified for
Create email entry in contact record without sending
We are transitioning away from another crm system that allows you to simply create entries for emails that have already been sent. We understand of course that every crm works a bit differently. However, here is why we think this is an important feature
Copying Data from one field to another
Hi guys, Sorry, I know this type of question has been asked a million times before but I am completely new to writing the scripts for custom functions and I cannot figure this out. I have a custom field 'suburb' in both the lead and contact module, as
Zoho Project Calendar syncs with Outlook Calendar
Hello team I want to connect my Zoho Project calendar with my Outlook calendar. I have followed all the steps provided in the documentation. The issue I am facing is that, initially, all tasks are successfully synchronised with the calendar. However,
Translations in Zoho Prople
For multilanguage organisations it is crucial that translations can be done 100% correctly. Due to lack of functionality on this matter multilanguage organisations won’t use Zoho People :( Can the skills, competences, designations, departments, … also
Facebook Group Disconnection
I have 3 different brands in Zoho social that have Facebook groups and the groups keep disconnecting and I have to keep reconnecting them. This is an ongoing issue that happens several times per day.
Several emails in Retry Queue
Hi, The last couple of days, we have been experiencing issues with several emails being put in Queue or Retry Queue. Specially the ones being sent to Hotmail.com Some of the error codes are: ResponseCode 451, 4.7.500 Server busy. ResponseCode 421, 4.7.0 Temporarily Deferred Also, many people are saying that our emails have being going to their SPAM folder. We have been very satisfied with Zoho in the past, but we are having a hard time now. If these issues keep happening we must sadly consider to
Consigo enviar emails mas não recebo
Boa noite, Estou tendo problema para configurar o recebimento de emails pelo Zoho. Comprei um dominio no Registro.br e hospedei o site no Hostinger, então direcionei o DNS do Registro.br para o Hostinger, depois fui em Editor de Zona DNS do Hostinger e configurei o MX e o TXT com os dados do Zoho, só que eu apenas consigo enviar emails e não receber. Este procedimento que eu fiz esta correto?
Report - Editing a Criteria Pattern
Hi Can someone help me. I have the current filter which works perfectly, as below However there are three leads I want to miss out Can anyone assist with the criteria pattern so I can miss these three out? Many thanks Emma
Lost access to my account for domain quickoffice.in
Hello, Long ago one of my employee have setup my domain quickoffice.in under zoho for Email. But I have fully lost the access details to that account. I need to setup DNS settings and add some new accounts. Can you please help me providing related account
Mandatory field based on answer from another module
Hi, tricky question, not sure if it's doable. I want to make a field mandatory in the deal module based on the answer of a field in another module (enterprise). EX : if the question X in the enterprise module has the answer Y, then make the field Z in
Zoho CRM Circuits OverView - Zoho CRM
#Tips of The Day Today's Post we will see what is the use of Circuits inside the Zoho CRM and how we can use them. Circuits is Automation process inside the Zoho CRM which can run your workflow, Function Automatically with the condition and the Wait time.
Zohomail problems
Hi, I'm having problems with my Zoho. I can't send emails or receive emails. It was working fine a month ago, I could send and receive emails. I also did a test run to make sure. The email configuration was setup correctly on my side. Kind regards
Email from zoho not able to reach hotmail
Dear Support, My emails to hotmail recipients all failed to be delivered and I got the below error message in the email bounced notification. Can you please help me out asap? 5.7.1 Unfortunately, messages from [103.138.129.20] weren't sent. Please contact
Undelivered Mail Returned to Sender
Hi, I've received the following when sending mail to one of my regular recipients. ERROR CODE :550 - "JunkMail rejected - sender4-of-o51.zoho.com [136.143.188.51]:21128 is in an RBL on rbl.websitewelcome.com, see Blocked - see http://www.spamcop.net/w3m?action=checkblock&ip=136.143.188.51"
Display the value after a choice has been made on a form
I've got a form with a radio button which gives a simple clear instruction to the user. in the background, I have a value. Below this form, when they've completed this section (before submission), i'm using a rule to display a text string which is built
Issues with WooCommerce to Zoho Books Invoice Creation via Integromat (Make)
Dear Zoho Support, I am attempting to automate the creation of invoices in Zoho Books from WooCommerce orders using Integromat (Make) and have encountered persistent errors that are hindering the process. Overview: I have successfully set up a flow in
Help request: domain not resolved
Hello! We are experimenting some problems with the e-mail address. Specifically, we cannot send nor receive mails. Any time I try to send one e-mail, I get this message. Could you please help me? ----- The following addresses had fatal errors -----
Add signed Dokument from Zoho Sign to Zoho CRM
I create a lead in Zoho CRM via a webhook and then send a document for signature. I am looking for a way to add the signed document to this lead. Does anyone have any tips on how I can make this work?
We Don't Link Our Zoho Social Advertising Account.
Hi, We are unable to link our ad account to zoho social. It always stays on the connect button. We need to connect our ad account and automatically transfer leads to Zoho CRM. We need urgent help in this matter.
Dynamic Project Task Due Dates
Hello, I want to create Due Dates for Project tasks based on a backwards calculation from a set date. My idea is when a deal is closed, it will have an "Event Date" field. I then want to create a Project for that said Event. There are a variety of Tasks
Como consigo receber um payload JSON e utiliza-lo em minha função no ZOHO FLOW?
Estou fazendo uma automação no ZOHO FLOW e preciso trabalhar com um payload em format JSON que chega através de webhook para minha função, porém não consigo utiiza-lo. Alguém pode me ajudar ? O parametro "e" é o payload recebido. string doGet_2(map e)
Updating Products In a Sales Order
I am trying to using Zoho flow to create an automation to update all products on a sales order with a predefined project_id. My inputs to the customer function is Sales order ID and Project ID. My code is this: void salesorderupdateprojectstatus(string
WorkDrive Trash Folder Creating Storage Problem
Hello. Every once in a while I encounter problems with Zoho that let me wonder if all the Zoho-apps & - integrations really have been created by the same company.. and tested before release. I got a notification that I cannot upload to WorkDrive, because
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