Vendors not part of the free version?
Hi there, I thought I had signed up for the free version and had imported my vendors. Now that my "free trial" I din't know I was using is over, that tab is missing. Can I get it back?
Gravity Forms multiple checkbox field to Zoho CRM Multi-line Field.
When I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. The data from the Multi-Select Checkbox Field to Zoho CRM Multiple Line Field is shown as below. [“MON 3pm-6pm”, “MON 6pm-10pm”] I would like it to be:
Contacts with Multiple Accounts.
I am attempting to create an Account (individual module) with multiple contacts. I need to use the subform feature because each contact needs to have certain functions for that account such as, (1) can they sign on behalf of the entity (yes/no), (2) will
Contacts creation date/time
Where do I find the date/time of the creation of contacts. I want to monitor the growth of new contacts (users) by week and month.
Cliq Networks
Hello Cliq Team It would be beneficial and add much value to Cliq Network Users if you could hide the User profiles from each user. Currently, every User added to the Cliq Network can see all the other User's profile details, including email addresses,
need to change deal owner in Zoho Bigin using make.com http request
Hello dear community, I need to change deal owner in Zoho Bigin using make.com http request I used the approach from api docs The first http request module is for authentication and scopes setting - it works fine The second http request module is for
Zoho Book report, comparing sales by item quarterly - can't do multiple quarters / year ?
I'm trying to create a report on 'Sales by item' by quarter between last year and this year, but I can't seem to custom create a report that compares each quarter of last year with each quarter of this year (in the same report) ? I only have the option
Preview loading of Files from Cliq Chat hangs the entire mail / pages.
Hello Zoho, Please fix the issue where PREVIEW of the files being sent via Zoho CHAT / Cliq hangs the entire mail/ pages. Ticket No 88395967 Thanks
Can this software be used for Self Storage?
Hello, I am looking for a software for Self Storage. Can be Zoho Bookings used for that purpose?
Add fallback check-in/out method
Hello, I'm testing Kiosk and I think it's very useful for checking-in/out using facial recognition through the Kiosk App installed on a tablet/mobile phone hanged on the wall at the entrance of our headquarter. Sometimes there can be issues in check-in/out
Post message to channel by email
Hello, I'm trying to figure out how to post a message to a particular channel in Cliq by email. I was told it was not possible in the past, but wanted to see if anyone has any suggestions. Thanks! Eoin
How do i return records that have no values in a field?
Hi - i'm trying to return all records from a custom module that do not have a sales order number. This is my code (which returns all records, including those with sales order numbers): searchParam = {"cf_salesordernumber":""}; getNewSO = zoho.books.getRecords("cm_sor",organizationID,searchParam,"zohobooks");
No Alerts
When a user is sending a message, the message will not pop up on android and also there is no alert about recieving a new message. Notification´s turned on in app - but still not work. What can I do? If there are no notifications - an chat app is useless... Marco
Automatic SMS reminders
Hello, right now atuomatic Email reminders exist but not for SMS. Is there a beta for this implementation?
[AWS] Install Databridge in bastion EC2 server to connect to RDS instance in private network
Hi, I'm currently migrating our database from onpremise to AWS and I have the following questions: Prevoiosly we just installed Databbridge on a computer in the same network as the MS SQL DB and that was that. Now, I have migrated that MS SQL DB to RDS
We would like to know the maximum number of leads that we can put in the different CRM Editions i.e. -Standard, Professional, Enterprise and CRM Plus
We would like to know the maximum number of leads that we can put in the different CRM Editions i.e. -Standard, Professional, Enterprise and CRM Plus
How to setup BCC Dropbox BCC for MacOS Outlook
Hi, Can someone advise how to setup auto BCC in MacOS outlook, as I need to set auto BCC the BCC Dropbox email address to integrate the email to CRM.
How can Admin view employees mail?
Please as an admin can I view employees mail to check violations and provide adequate IT audit report.
Zoho Calendar API: Webhook for any calendar/event related changes
I was looking into your Calendar API. Is there any Web hook to get real time update of any calendar related changes? I couldn't find any in the doc. Thanks.
Adding attachments to meeting requests in Zoho CRM
Is there any way to attach documents to meetings created through Zoho CRM before you send it to participants? I want to attach an agenda, a more detailed overview of the meeting, pre-reads but can't seem to attach to the meeting invite itself.
How do add an annexure or second page to a Custom Invoice
I don't see an option to add an annexure to a custom invoice. Is there a way to do this?
Zoho Invoices - Date Based Workflow using Invoice Date Sent
I see some options for triggering a date based workflow in Zoho Books. It would be helpful to have a "Date Sent" option. Use case, sending automatic payment reminders off the date the invoice is sent.
Limit fields used
As you can see in printscreen i've got several fields left for creation and, after a search in zoho community i verified that for example for single line fields there's a limit of 80. I've even tried to reduce de string limit from 255 to a small number
How to add a list of projects seprated by a carriage return (each project should have it's own line on the invoice) above the transaction table in the
Is there anyway to list project descriptions on the invoice above the table? For example, I have unbilled time on an invoice for three projects that have the following descriptions (their project names are internal nomenclature): Tax Return for the Family
Format and analyze spreadsheet data with Zoho Sheet's Table
While a spreadsheet helps you compile data for easy analysis, formatting helps make your data more comprehensible. We are happy to announce the release of Table, a crucial tool for improving data formatting in Zoho Sheet. More than a formatting tool,
Download Notebook app for Macos Monterey (legacy app)
I was looking to download Notebook app for Macos Monterey (legacy app) as I have an old Mac with Monterey. And I mistakenly updated notebook and it keeps on crashing every time I open it. I was wondering if this is the reason why it keeps crashing!
Image not showing in email
Designed a new mailer in Campaigns and added 2 images and both load and display OK in HTML Preview. When I send a test email the first image shows up (after choosing to download images) but the second image link disappears and the image doesn't show. The second image is a jpeg and about 900 KB Please advise
Pagination for Zoho Calendar API - Event List
Hello, A pagination (with limit) would be useful for GET - Get events list API. The event size could large for large date range. Thanks.
No Zoho Affiliate Dashboard
Hi Zoho team, There was no an appropriate category available for this question. I signed up last night to be a Zoho affiliate (not to start an affiliate program of my own to find affiliates, but to be a Zoho affiliate marketer). I used the email activation
Zoho Calendar API: Get deleted event list
Hello, I want to get the deleted events along with other events in the event list API. Is there any way to achieve this? Thanks.
Sender Email is Same As Group Email that Received The Email
Hello, when hitting reply, is there a way to make the sender email the email that received the mail? When a mail comes to our hrATemail.co.za and you hit reply, the sender changes to the users email, we want it to remain hrATemail.co.za . Regards
Separate Email Notification Field for Forte Vendor Payments
We use the Forte Vendor Payments feature, and it works great overall. One major complaint from many of our vendors is that the Payment Made confirmation is sent to the vendor's primary contact's email address instead of a separate accounts receivables
Zoho Developer Community Monthly Digest
Hello everyone! Welcome to our inaugural edition of the monthly Zoho Developer Community digest. Each month, we curate the best community discussions, share helpful resources, and keep you informed about upcoming events. We hope you find this post valuable
Importing contacts and company name not importing
When I am importing contacts the company name is not importing into the contact company field. What am I doing wrong? When mapping the fields the preview shows the compnay name. Thanks
Simple fix suggest re Phone Numbers
Many in the US use parentheses around area codes (401) 717-2299, for instance. Can we get the entry action coded to remove these parens and replace with one "-" Now it pops up invalid. Could be a timesaver for cutting and pasting.
Where do I add the employee pic for Kiosk's facial recognition check-in/check-out?
Hello, I'm trying to setup Kiosk on our Zoho People portal, in order to allow check-in/check-out via facial recognition using a tablet hanged on the wall. I did the following: setup Kiosk portal on Zoho People > Attendance > Settings > Kiosk Setup downloaded
Customize and reuse presentation template using the Show app for Android and iOS
Hi Everyone, We're pleased to announce the availability of presentation templates in the Show app for Android and iOS. The Show mobile app offers a wide range of designs to help you get started with presentations quickly using your mobile. You can customize and reuse these pre-designed templates from your mobile device. The Templates icon in the bottom-right of the Create Presentation screen contains designs for several different categories such as Education , HR , and Sales . From here, you
Zoho Creator Subform horizontal space/ appearance
in Zoho Creator I have a subform that will show or hide depending on the task selected by the user in the main form. However it looks terrible because on load, the subform shows fields horizontally and this spreads out a lot wider than I would like. ie.
Identifying Store Pickup Orders
I have launched store order pick up for my Shopify store. I am trying to find a way to mark these orders as pickup orders. Currently the sales orders look identical to the ones where we ship the product. Is there something could be imported over during
Import tasks from Zoho Sheet?
Please add the ability to import tasks from Zoho Sheet
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