Can't receive emails
Support already verified that my DNS records are ok and their test email arrives in my mailbox, but no emails from any other sources reach the mailbox. They don't bounce, they simply don't ever appear on the mailbox, and to the sender it seems everything
Not receiving emails from several sites.
I'm not receiving emails from several sites one of them is Brevo.com
UnblockMe page is not working
This is what I see. this keeps happening and we are only sending few emails and we get this message immediately. This is getting extremely annoying. Can someone please urgently help us?
Oportunidades Filhas (vinculadas)
Boa tarde! Gostaria de saber se existe como vincular ou criar oportunidades filhas dentro do das oportunidades no CRM.
Primary Email Cannot Be Used to Login
Hello, my primary email is X, However, I am never able to login to Zoho using that email, only Y. May I know why?
How to build a Feature Request Flow in Desk
I tried to find something in this forum, but searching for 'Feature Request' is a bad idea ;-) I was hoping to find a Best Practice guide on how to build a Feature request flow in Desk.
Getting Started with Zoho Desk - First Webinar in the Series
Hello all, This is a friendly reminder about our upcoming first webinar session in the series! Topic: Getting Started with Zoho Desk Date & Time (PDT): October 25, 2023, at 11:00 AM | Registration Link: https://zurl.co/EUKZ (IST): October 26, 2023, at
Call End Point of app script in Creator
Hi google app script provide web api but this api only work in postman when same api you call its work in creator. support team not help out sort this. when any api we call support team always ask is this api work in postman. if its work in postman then
How can I copy and paste a selection from an Excel spreadsheet into a Zoho docx?
I would love to do as much of my CRM stuff as possible within Zoho, but have trouble with Zoho docs. In reply documents (attached to emails from Zoho CRM) to clients, I usually have to paste selections from Excel spreadsheets into docx files. I can do everything else I need to do by creating doxc files in Zoho, but in selecting and pasting, the Excel format is lost. Is there a way around this to presever the Excel formatting? The formatting is preserved if I select and paste from an Excel spreadsheet
update selected records selected in list view report
Hi I have a report that i would like to run a custom function on the selected records. The user will select the records in list view, press the button, a form would appear to input some data and the selected records will update with the info on the form on success. I'm relatively new to zoho and struggling to find how to do it. Cheers
List Pruning
When it comes to email lists, quality is much better than quantity. On most systems it's easy to find and delete users who either haven't engaged for x days/weeks or haven't opened the last (insert number) emails. And yet, this latter functionality is
Accounting on the Go Series-8: Charge Customers on the Go with Zoho Books Mobile App
Hello all, Welcome back to our "Accounting on the Go" series. Today, we're excited to introduce a feature that we believe is incredibly useful- the ability to charge your customer's card while you're on the move, without being tied to your desktop. Supported
How to see the number of emails sent to each lead?
How do I create a report (or a view) that shows the number of emails sent to each lead?
south florida zoho users!
Anyone Zoho users here based in south Florida? We are looking to start some free local meetups to answer any specific Zoho questions and help support Zoho users in our community Comment below soflo! Would love to connect
Instagram Now Allowing Tagging
Why doesn't the Instagram window come up so I can select the proper business tag? FaceBook and X both work but not Instagram.
Report Filters on Pages
Hi I have a Page with a stateless form and a report. The report is filtered on a value entered in the stateless form. The page is shown using openURL and passing parameters. All works fine except that I don't want to show the filtered field in the report
Does Zoho Books provide 'Purchase Receipt'?
Does Zoho Books have 'Purchase Receipt' feature. My company needs to enter a purchase receipt when we receive the items.
How to add a custom expense field to Zoho Budget - Expenses?
Out of Box, Zoho Books' budget expense categories are limited. I like to add a new expense category into budget/Expense items like 'Travel - Air', ' Travel-Taxi'. Appreciate if anyone can provide steps to add a new custom filed into Books --> Budget -->
Function Get File Name From Upload
Hi everyone, I created a custom field in the Quotes module to upload file attachments. (Name Field is Allegati), and I created a custom field (in quotes module) with name NAllegati. I would need a function that populates the "NAllegati" field with the
Auto-fill / Auto populate company details
In other CRMs like freshsales and hubspot, when I add an account/organization the name, address, phone number and logo is automatically filled in once I provide their domain name. Does Zoho CRM offer this feature?
Print Mulitple Template at once
Hi all, I setup a template to includes a QR code as label for my record entries, I can print out the template using the Detail -> More -> Print. However, it going to be time consuming for me to print out the label one by one going into the detail
Reorder Documents Folders funcionality
Hi, A Reorder Documents Folders functionality is a most/critical needed funcionality! It should be like the Reorder Projects in the Projects List. Are you planning to implement it in the next upgrade? Thanks, Joao Coelho
Employee requests or raises an indent for an Assets
Asset-Name, Asset-Description, Qty, Delivery Location How to Implement in Zoho Books it's Possible or Not
Getting multiple Invoices during Zoho book Invoice sync api
Hi Team, We have integrated kapittx system with Zoho books specifically syncing customers, invoices and payments information. In month of October we have observed that we are getting duplicate invoice records coming in same request. We calling these apis
When we say we can have multiple GSTIN within a single organization, it it by adding multiple branches and associating one GSTIN to them or having multiple GSTIN for a single branch itself.
When we say we can have multiple GSTIN within a single organization, it it by adding multiple branches and associating one GSTIN to them or having multiple GSTIN for a single branch itself.
Employee requests or raises an indent for an Assets
Asset-Name, Asset-Description, Qty, Delivery Location How to Implement in Zoho Books
About Chile TimeZone
Hi Team Today Chile is GMT-3 , because we got a change for our TimeZone, when i review Zoho CRM, the timezone is correct, but if i review Flow i see other, please look the pictures Why the difference???, or the time zone in flow is the same for zoho crm??
How do you get a value in an embedded stateless form out to use somewhere else on an html page?
I have an html page with two items: 1. Stateless form without any buttons. 2. An HTML button that triggers a function. I need a way to get the value in the stateless form into my html button that runs a function. How do you get a value in an embedded
Foreign currency invoice - unable to match payment
My base currency is AUD and I have issued an invoice in CHF. The invoice has been paid and hit my bank account in AUD with the bank having converted the incoming CHF payment. There are two issues: In banking, I cannot match the bank transaction to the
CRM Gmail extension does not work for Edge browser
Hi, I've installed the Chrome extension on Edge browser from the below link: Zoho CRM for Gmail - Chrome Web Store (google.com) as a result, the extension was installed, it asks to click the "Authenticate Google", but nothing happens when clicking the
Standardise Deal Name with Naming Convention
Please could you let me know the code to use in custom functions so that the Deal Name on a Deal is automatically standardised as follows: Deal Name: [First Name Last Name of Contact Role 1] + [First Name Last Name of Contact Role 2], [current Month]
Request assignment rules
Merhaba, Zoho One kullanıyoruz. İstek atama kuralları 5 ile sınırlıdır. Bunu arttırmak için ne yapmalıyız? İyi günler.
Can we 'Disable' Login for a user and keep them as an unbilled user
Can we 'Disable' Login for a user and keep them as an unbilled user in Zoho books? This is for a temporary purpose.
Changing email
I desperately need some help! I'm trying to change our email address from (hypothetical) info@bay.au to info@bayleaf.com We own both domains. How do I update our email without having to create a new account? We want to keep using the account and just
How to embed a form to edit in a page
Hi, is it possible to embed a form to edit to a creator page? like below but to edit?... thanks for any answers... <div elName='zc-component' formLinkName='Orders' params='zc_Header=true&&zc_SubmitVal=Submit&zc_ResetVal=Reset&'></div
Upload image to 'Image Upload' field via API
I am trying to upload an image file to a custom Image Upload field via Zapier, but the destination field isn't available in Zapier (I guess it's not supported). How can I upload an image file to a Image Upload field via API?
Free Chrome Extension for Developers! (Third-Party Tool)
Moderation Update: This is an independent, third-party extension not affiliated with or endorsed by Zoho. Because it runs content scripts within your browser to modify the CRM interface, Zoho has not audited it for security, data privacy, or stability;
subscriptions
How do I updrade subscription
Create automation Function with WorkFlow
Hi everyone, I'm new to Zoho CRM. Scenario: I created a custom field in Accounts with the payment method. I would like that when I select the account in a Quote, the payment method is also set (which is a drop-down menu) and that I can change it for the
International Phone Field
Hello everyone 👋🏻 There is an urgent need for Zoho to improve the phone field UI/UX with native support for country codes without having to create a script. A phone field with the country flag and country code on the model of what has been done in Zoho
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