Where to add My GST/Tax information
Hi I was trying to purchase a workspace package for 10 users where you are billing us wit some taxes but there is no place we can add our taxt info like GST Number , how will this tax credited to my account ? Please advice where can i update my tax information.
Tip of the Week: Forecasting with what-if analysis
You make challenging decisions in your business everyday. These decisions, good or bad, determine the future of your business. Good decision-making often involves guess work—you guess the outcome of your actions against various external factors. Wouldn't
Delete my help account
I need assistances to delete my account in help.zoho.com. Thank you.
Linkedin (Recruiter) CRM Connect, New Linkedin Product
I am reading up on LINKEDIN CRM CONNECT (interestingly they mean 'Candidate Relationship Management by CRM which is confusing to those who know it as customer). In any event it looks like a renewed approach and platform for ATS integration. Screenshots
Zoho's CX workshops are here to enhance your learning experience!
We're bringing the CX workshops to two cities: November 14-15, 2023 - Cliftons Sydney Margaret Street, Australia November 21-22, 2023 - Sheraton Grand Hotel, Dubai Register now Providing a positive customer experience gives your business the benefit of
Problem with saving documents in Zoho Workdrive
Hi there, I have a problem with saving my documents in Zoho Workdrive. When I want to save my document via Zoho Workdrive, I get a pop-up question asking if I want to delete the file. Is there a specific reason why this keeps happening? Kind regards.
Horizontal Preview missing scrollbar
The horizontal preview does not have a scrollbar on both the installed mail app on Windows 11 AND https://workplace.zoho.com/#mail_app/mail/folder/inbox I am guessing that this is caused by the 404 for https://mail.zoho.com/zm/theme.css
Amazon FBA integration with Batch Tracking
We currently use batch tracking and batch entry preference is set to 'Packages, purchase receives & return receives'. With the Amazon FBA integration, sales orders come in as ‘force-fulfilled’, meaning that we cannot create a package for this order and
Zoho Developer Community Monthly Digest - October 2023
Hello everyone! Welcome to the spooktacular October edition of the Zoho Developer Community Digest. October is a month when technology and cybersecurity awareness take center stage, as it is globally recognized as Cybersecurity Awareness Month. It's a
can I get zoho notebooks to appear in my CRM?
I'd like to have zoho Notebooks appear in my crm menu. Is this possible or does it just appear in the website?
Reconciling Leave Entitlements in Zoho
Hello there, I hope this finds you well. I am currently trying to reconcile Leave Entitlements for all our employees for all the leave days they have taken off this year in Zoho before moving the hours to Xero and I was wondering how I can that withput
Missing scroll bars
Scroll bars are missing AGAIN!!! Is this ever going to be fixed? i use Firefox.
Attendance API
I want to update, delete and retrieve attendance of employees using Attendance API of Zoho People. But this is missing in the documentation of attendance API.
New ZOHO user
Good afternoon, I'm a new user and I wanted to get some training on how the system works. Would this be possible to do? Thank you, Kelly Hebert 2818305903 kelly@gstrucks.com
Update all client Deals records when a specific field is changed in Accounts
It feels like a simple request and I think I'm overcomplicating it. I have a pick list in the Accounts module called "Industry" and I have created a text field in Deals called "Customer_Industry". I am trying to build an automation so that when "Industry
In-person ZUG (Zoho User Group) meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community! We're excited to invite you for some lively Zoho discussions at our upcoming ZUG meetups to share and discuss all things Zoho. Our Zoho User Group (ZUG) meetups are designed to bring our community closer together,
How to Customize the Candidate Application Form in Career Site with different Job Posting
I have 3 different job postings and all these jobs requires different sets of of questions or webforms. I found Candidate application form tab in the career site but when I customize it, all jobs will have the same questions and format. I can create
Same Error: 554 5.1.8 Email Outgoing Blocked.
We need help. No update from Zoho yet about our email. Someone from your team said that they would keep us posted. We are pretty much careful about the limitations of our emails and that made us wonder why we got blocked. Not only one email but all the
Zoho resume extractor, very needed feature
Hello, I know you are busy with Kanban view at the moment but i would love to see improvements on Resume extractor extension. We need a stronger link with our Linkedin network and our Zoho Recruit database. Here a my suggestion, it's to add visual icon
Offline
How do i use zoho books offline, or due have desktop version. i will be very helpful
Adding a part number to a quotation
I am trialing Zoho just now and note that no part number appears on the quotes. This is something that is required for my business. How can I add this to the quotation? TRANSLATE with x English Arabic Hebrew Polish Bulgarian Hindi Portuguese Catalan Hmong
Can't access mail in chrome browser
Only gets this message from chrome: This site can’t be reachedThe webpage at https://mail.zoho.eu/zm/ might be temporarily down or it may have moved permanently to a new web address. ERR_FAILED Also tried clearing cache and cookies, no difference Tried
Building extensions #2: Creating extensions for Zoho Projects using a CLI
In our previous post, we noted the two ways to create extensions for Zoho Projects— using the cloud editor and using the command line interface (CLI). We also shared how to create an extension using the Sigma cloud editor. In this post, we'll take a closer
Zoho Attendance Check in and Check out requests returning "Success" but not updating in browser.
I have created a python script that will use an employee Id and sent a check in or check out request. The problem I am facing is that when the request is sent I receive the following [{'response': 'success'}] But the "Check in" or "Check out" is not reflecting
How do I delete some tables from an integrated data source?
Is it possible to delete some tables that I don't need from a particular data source or do I have to delete the entire data source? I do not want to do the latter as I need some tables from it but some are not required.
Configuring sendmail to use variable record templates
I have code working nicely to send offer letters to applicants from Uganda: sendmail [ from :sender_text to :application_record.Email cc:application_record.Email2,application_record.Allocated_to.Email reply to :zoho.loginuserid subject :"Offer of tools,
Zoho CRM - Scheduled Mass Email Not Visible in Contact Record
Hi! I have a few mass emails scheduled today. The Contacts are showing up in the Contacts Module > Actions > Mass Email > Scheduled. When I go into the individual Contact records though, the scheduled email isn't visible in their records. Please see screenshots.
map a key
email = zoho.encryption.urlEncode("email "); workspaceName = zoho.encryption.urlEncode("Book"); viewName = zoho.encryption.urlEncode("Stock_Sum"); paramsMap = Map(); paramsMap.put("ZOHO_ACTION","EXPORT"); paramsMap.put("ZOHO_OUTPUT_FORMAT","JSON"); paramsMap.put("ZOHO_ERROR_FORMAT","JSON");
Zoho's CX workshops are here to enhance your learning experience!
We're bringing the CX workshops to two cities: November 14-15, 2023 - Cliftons Sydney Margaret Street, Australia November 21-22, 2023 - Sheraton Grand Hotel, Dubai Register now Providing a positive customer experience gives your business the benefit of
Zohoanalytics : formula to calculate the number of months between two dates
Hi everybody, I have a report on ZohoAnalytics : In the Column "SOCIAL Ancienneté", I want the number of months between two dates (column B and C) Thanks for your help
Can't set the type to Date / Datetime
Why can't I set the type to Date or Datetime?
Zoho's CX workshops are here to enhance your learning experience!
We're bringing the CX workshops to two cities: November 14-15, 2023 - Cliftons Sydney Margaret Street, Australia November 21-22, 2023 - Sheraton Grand Hotel, Dubai Register now Providing a positive customer experience gives your business the benefit of
See Tasks where I am single owner + involved
Hi, in Zoho Projects, under my general tasks (over all projects), I use ordering by status in Kanban view. I want to show all my tasks where I am the single owner + all tasks where I am involved + any other user(s). But I don't want to see tasks of other
Function to sum cells on condition in a table (Mail Merge)
I'd like to SUM certain cells if they match specific conditions. In my specific case, the condition is that if the cell in column D (Solved) returns false, sum the column E (Subtotal) The function I wrote is: =IF(([Patients(D2)]=0), SUM([Patients(E2)]),
Formula field in tasks
Hello, I'm trying to create a formula field for the task module to show the City of the "Related to" of the task. Is that possible or I'm losing my time? Thanks in advance
Zoho one CRM
I am currently trialling Zoho one, but hit the point that the storage is full (5000). This is okay, but I need help finding detail on what the limit is for the paid Zoho One account. Can anyone advise what the record limitation is for the paid Zoho One
How to prefill an external pdf with crm data, then manually fill out the rest and save to record & print
I have a need to prefill an pre-existing fillable pdf with data from zoho. I do have zoho one. Generating a new pdf doesn't work because it's a standardized document. I need to prefill most fields, then be able to manually fill out the last few fields,
Zoho CRM Wizard Tab Order
Hey Team, Any plans in implementing Tab Order in Wizard? For now, tab order is left to right. Would like to have a top to bottom tab order.
Performance issues. Freezing on screens
It's not my network. Logged into three different wifi's same issue. Seem to be frozen. Reload age and starts to work then freezes again
Back Button UI / UX
When answering a ticket, the way to get back to the list of tickets is to click the back button, circled below: Unfortunately, because this is so small and located on the far left, it is extremely easy as a user to accidentally trigger the flyout menu
Next Page