How to invoice projects in installments
I was wondering if it is possible to invoice a customer for a project in installments without losing information about which products/services were bought. Reporting takes its information from invoices and not from quotes. Eg. make an estimate for a project
Some Items not showing up in Composite Item selection Process
Hi, I've created about 35 items and now I'm creating about 10 composite items from this, but some (about 7) of my items aren't showing up when I try to add them to my composite item... Any thoughts about why some things might not show up while most do?
Zoho Desk Task Reporting
Hello, Can I run reports on how many tasks people are doing in Zoho Desk? Would it be possible to see a combined report of both how many tickets agents do AND how many tasks they accomplish?
📢 Stay updated with our new Enterprise Support category! 📢
We’re excited to introduce our new Enterprise Support category in the Help Center. We’ll be using this category to provide carefully curated information and updates to our clients in order to serve you better and keep you informed. When you follow the
Scrolling problems in Zoho Mail
Hi, You guys at Zoho are great!!! However there are a couple issues in email that I wonder if there is a solution for. 1) I'm using Windows 7 (64 bit) and Firefox 13.0.1. My mouse wheel setting is to scroll one screen at a time. There are 100 emails shown in my inbox and when I use the mouse wheel in the list of emails, the screen jumps all the way way down to the very bottom of the list of emails, not just down one screen. Same problem trying to scroll up--the window jumps all the way to the
Zoho Finance Bug: Invoices Filter for "Unpaid" does not work when using Zoho Finance > Invoices Module
Another bug found. To replicate scenario -Â Open CRM "Zoho Finance" Module & go to Invoices - Select the "All Invoices" filter list - Filter by "Status" IS "unpaid" Expected Outcome You will be presented with a list of Invoices which are "UNPAID" Actual
Modify header content in Project gantt export to PDF function
The PDF header displays a selection of colours, text and other information I do not want, or would like to change. How do I do that?
can not log on Zoho Notebook from my mobile phone
I can log on Zoho Notebook on my computer by using my Zoho email address, but I can not log on from my mobile by using my Zoho email address, it shows my Zoho account doesn't exist, why is that?
Zoho Learn - Custom Portal / Keep deactivated users in reports
Hello, We're trying the new external custom portals. It is a good addition. One issue though. When you add a Quizz/test to the custom portal and an external user uses it. If you deactivate the access of the user because he doesn't need it anymore, that
where are my notes.
I toook alot of notes a few years ago and now I can no longer find them: this is where they used to be at: http://notebook.zoho.com/nb/public/drfpoulin/book/102256000000003257 Please help
Language per user, not only per organisation
Hi there, Simply wanted to put this suggestion out through the forum officially to see if this request seems important not only for my organisation but to other users too. Feel free to drop a thumbs up. Most of our users work well through english, but
How to send a single SMS (group text) to two or more numbers simultaneously?
How to send a single SMS (group text) to two or more numbers simultaneously?
Why can't I find Deals Tag in Campaign List
Hi, I set up my Zoho CRM to Campaign connection. I've mapped the field "Deal tag", but it doesn't appear on my contact list in Campaign so I can't use the Deal Tag as a trigger. Can you help me ? Thanks
Week starts on and Deluge WeekDay() function disagree
Amazon FBA integration with Batch Tracking enabled in Zoho
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
I cannot receive emails from outside of my domain.
I cannot receive emails from outside of my domain.
Cannot receive emails
Hi, I just opened my Zoho-account and linked it to my website-emailaddress. Â I can send emails but I don't receive any. I tried multiple ways. What could be the problem (and solution)? thanks
Deprecating Activities module
Dear Customers, We're glad to connect with you yet again. Activities module split into Calls, Meetings, and Tasks modules was released to all customers by Jan 2022. Customers who signed up Zoho CRM before that release would have the Activities module
Zoho Web Mail In Chrome
Hello, Today an employee notified that the last couple of days, when she uses Chrome with Zoho web mail and tries to print an attachment (pdf) it doesn't print correctly and the preview window is the same. The document appears to be scaled higher than
Final E-mail not always adds attachment
Following a 2 step approval, attachments added to the form be an approver after the first approval stage do not always attached to the final approval e-mail. (copy of submission and attachment) Is there a reason for this or should more time be given for
Block Auto-populating Contact Addresses in Sales Order
We're currently working on improving our Sales Order process and have incorporated Smarty's Address Validation API for this purpose. However, we're facing an issue where, upon associating a Contact with a Sales Order, the address details from the associated
Send email notification to added employees when a record is added to a multiselect-lookup field
Hello, I'm using Zoho Creator to keep tracks of who's responsible for each Function in the company. Here's an example of a "Function" record: Function name = Invoicing Main owner(s) = John Doe Substitute owner(s) = Amanda Lear, David Bowie Where: Function
Print preview problem
I'm using Firefox - latest version. Why all of a sudden is the print preview only using about 2 vertical inches of screen instead of using the whole screen to display the print preview?
When printing pdfs they are split into 4 pages
When trying to print a pdf using > view > print icon the file gets enlarged and is split into 4 pages per sheet. It doesn't matter which printer I choose including printing the document as a pdf. The print preview shows the document split into 4 quarters.
Can't connect campaign to crm ...
Hi, I need to connect Zoho CRM to Zoho Campaign. But I cannot sync the apps because, in Zoho Campaign, Contact, Sync, when I click on "Sync CRM", an error message pops up "Organisation déjà intégrée". But it is not as you can see on the screenshots. It
multi-select fields and report builder
Hello, Is there a work around (via deluge script or else) to allow data in multi-select fields be grouped or filtered in the report builder? We have activities that are participated by multiple participants that we input via look up -multi-select fields. We need to make a monthly report for each of the participant vis-a-vis the collective activities they have participated. How can we do this here? Its a feature we commonly used at dabbledb. Thanks, Edith
Zoho CRM - Calendar - Add Participants to reports
We need to ability to add participants to the report for Events. If a user is added as a participant and not the owner of the event then it does not appear in any view or report for that user. ------------------------------------------Moderation Update,
GMAIL API and Zoho Creator
Just wondered if anyone has had any experience with this. There is lots of detail on the Google API website which I can work my way through. What I am after is just some basics on where to start with regards Zoho Creator. I know it will be the postUrl command, but really not sure on how to format the calls to the API. Any help or just pointers would be great?
Feature request: widgets and text in analytics
Hello. It would be of great help having the option of creating a free text panel for the analytics section. That way, I could point my users to an analytics board, and besides including the analysis they need to know how far they are into their projects,
when use zoho.crm.createRecord return invalid data (inactive product)
Hello I create a custom module "CreditNote" and a custom button to convert a sales_order to a credit note , it works very well, but the sales order have inactive product I can't "convert" anymore because some of the products are inactive use case : 1.
Workflow sending quote to zoho signs
Hello, Is it possible to have a workflow rule when after sending to zoho sign ? Thanks
Change standard text strings?
Hi Folks - I'd like to be able to change the text "Add to cart" that appears in both the list and details view to "Buy now". For the life of me I can't figure out where to do that - can someone point me in the right direction?
Change standard text strings?
Hi Folks I'd like to change the "Add to Cart" button text to "Buy Now". For the life of me I can't see where to do that. Can someone point me in the right direction? Thanks
Use Workflow to Schedule Call?
I see we can easily use Workflows to schedule Tasks, but no Schedule Calls? Is there a plan to add this in the future? Is there a way to do it using a custom function? Any help would be greatly appreciated. Thank you,
Matrix reports
For Potentials, when I create a "Summary Report" that includes the "Potential Name", the "Potential Name" appears in blue and I can click on it which takes me straight into the potential record. This is great! However if I create a "Matrix Report" this
Add suffix to a field value in detail view
I'd like to show the unit of measurement of a field in the detail view of a record like this (the red "mm" text): I searched for a solution but couldn't find any. Is there a way to do this?
SMTP ssl://smtp.zoho.com:465, timeout=300
I am trying to connect response forms from my Wordpress website, using the Contact Forms 7 plugin, however the SMTP is not working. I have tried using wp-mail-smtp plugin, an assistance plugin for STMP, but it showed a result: The SMTP debugging output
Remove tagged partner
Hi, How can we remove a partner which have been tagged in our account. Thanks,
Issues with bank feeds
Bank feeds are not fetched properly. Our SBI account feed is fetched only for one day for each login. Really frustrating. Had raised this issue with Zoho support too but no solution. Yodlee is terrible.
Keep tickets for department
Hi, We have some situations in which we need to deactivate the Zoho Desk Department (we have several), but need to keep the tickets accessible (in case of future legal matters). Does anyone know of workarounds or know of future upgrades???
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