Creating relationship between files
It would be great to have the option to link files together for easier access. For example, I sell a product and for that product I have both a marketing brochure and a user manual. The idea is that when I access one of the files, it will have a direct
Need a Project Template Library
If there was a library of project templates, people could get going with Zoho SO much faster! Build more community, setup a Project Template Library asap!
Effective June 1, 2023: Updates to the WhatsApp conversation-based pricing model.
What's the latest in WhatsApp conversation-based pricing? Businesses already using the WhatsApp Business Platform will be charged per 24-hour conversation. Different charges will apply to different conversation categories. Effective June 1, business-initiated
where do i find department_id
im not getting deoartment id.
I don't get email notifications when a new ticket is received
In Desk I don't get email notifications when a new ticket is received. I used to get them but after testing, they no longer arrive. Thanks Jay :-)
Can we have CHAT Feature in Zoho Community ?
Can we have CHAT Feature in Zoho Community?
We can think of brining Earning referrals and create loyalty through customer advocates.
We can think of brining Earning referrals and create loyalty through customer advocates.
Can we have bots handle / manage community activities the same way it does for REDDIT?
Can we have bots handle / manage community activities the same way it does for REDDIT?
#17 Zoho Books Digest
Hello readers, Hope you're having an awesome day! We're back with the 17th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming events Zoholics USA Our flagship user conference is back. Get ready for an incredible
Mobile app - signing for deliveries
Can you use the books mobile app to capture a customer signature on delivery of goods regards John
Attachment size
Will there ever be an increase to the attachment size to increase above 10 mb?
Being able to specify only a couple of date/time options for a client to choose from
Hi all, Id like to be able to email out some date/time options for a meeting to a client. I only want to give her specific date/time options - for example: next tueday at 2pm or next wednesday at 9am. In other words, I dont want the booking link to show
Can we have escalation matrix for each and every Zoho Products and Services ?
Can we have escalation matrix for each and every Zoho Products and Services ?
Is there a way to close each month/year in Zoho Books
Is there a way to close out and lock out each month and year to prevent additional changes after month end reconciliation has been completed? We've migrated everything but keep hitting snags in the accounting, we had July reconciled, but now we are working
Problems with outbound mail from Zeptomail
Hi, We are getting many softbounce errors using Zeptomail via zoho creator stating connection issues. Some examples are below. We dont send many emails, but most are having problems which is incredibly frustrating and problematic for us. I have been asked
Customize the invoice Template
Hello Zoho Team, How are you, This is Bilal Shabbir for IT Specialist Engineer, Can you please tell me how can I change place QR Code, in Zoho Books Invoice, 2 Years ago, we are using three organizations, but we need some changing for invoice Template
Zoho CRM for QuickBooks
Hello! We are happy to announce the integration of QuickBooks with Zoho CRM. Zoho CRM for QuickBooks helps you maintain complete and up-to-date customer information in both Zoho CRM and QuickBooks. Here are some of the key features of this integration: Transfer data (contacts, quotes, products, vendors, sales orders, and invoices) between Zoho CRM and QuickBooks Import all the data from QuickBooks to Zoho CRM Export all or selected records from Zoho CRM to QuickBooks Synchronize contact and vendor
Urgent / Converted from Lead remove form potencials? / Synchronization stops
Hi Team I need support ASAP, I've just recived an email with the following message: Zoho CRM data synchronization with Zoho Analytics has stopped on 20 Sep 2023 10:49:12 AM GMT due to some columns being deleted in Zoho CRM which will be deleted in the
Zoho Desk Customer Portal URL Broken
I had to reset the DNS records for my domain, and the Zoho Desk record got lost. Now I can't access Zoho Desk and reconfigure the portal. How can I solve this issue?
Zoho Forms Tracking code does not capture UTMs
Hi, We use Zoho Forms on our website, using the javascript embed code. We also have the advanced tracking code enabled on the website. When someone visits the website via an UTM tracked link and fills in the Zoho Form on the website, we are not receiving
Intégration between Zoho Forms and Zoho CRM
I have a problem with the integration between Zoho forms and Zoho Forms. my need is as follow : By filling out the form, I would like the completed data to fall directly onto the forms. The small complexity is that I want to do it on two different modules,
How export the attachment files from the forms?
Hi, how to export the attachment files from my paid forms? I receive by email but i want to export all just one time.
Can I track the time someone spends on Zoho Forms?
Is it possible to track the time that a visitor spends on the website?
Linkedin Limited Listings no longer working..
My Linkedin Limited listings job posts are no longer working.. I have checked that it is configured correctly. This message from Linkedin looks like it is no longer available for staffing firms. Is anyone else experiencing this?
Internal Comments in External Tasks (and across the board)
Hello, On projects which we collaborate with clients, we need to be able to post "internal" comments, hidden from the client's users in Tasks, Forums, Status Updates, Documents (would like also to flag documents for internal users only) etc.... Currently it looks like there is no such option except of creating an internal Task List which is counter-productive. I have seen a couple of very old threads about this subject, from about 6 years ago. but there was no follow-up from ZOHO I would greatly
PO - Missing Link From Receive To Bill & Redundant Convert Button
Hello, I noticed a missing link when marking a PO "received" before creating the bill. When we mark received, we are taken to a screen where there is no option to create the bill, we have to click on the PO link to go back to the PO. At PO if we click
Linking Invoice to Sales Order
Hi Guys, The Subject is not typed wrong. I would like to know if we can Link a Invoice to a Sales Order? There are times when we do Projects and items and Item Quantities tend to get Added / Deleted / Modified. This is very common. For example, some
Description field in Items (Zoho Inventory)
Hello everyone, I've encountered an issue where each item has a lengthy description that spans two page. This is causing difficulties when trying to view the data in the list view. Please refer to the image below: Furthermore, the data appears unformatted
Integration to ClickUp?
Is there anyway to pull in projects, lists, tasks etc. from ClickUp into Zoho Analytics?
Is there a way to turn off - "Get Sign in Email"
Users are complaining that each time they want to go to the event site on Backstage hey have to enter their email and then go to their email to get the code and come back to the site. Is there a way to turn this off and they can use a password, or a work
Could not deploy field changes from sandbox to prod
I do not see the button "Deploy Changes to Production" as provided in the instruction below
About Send Follow Up and Scheduling Email to Recipient
Hi Zoho Team, I want to ask regarding how the follow up & scheduling system works in Zoho Campaign. These days, I send emails through campaign in 2 wave. 1st wave is sent in Tuesday for all of my contacts and 2nd wave is sent in Thursday for those who
0365 calendar sync
H we recently moved to Zoho and starting to regret that I didn’t see this issue all the way through before making the leap. The issue were running into is the o365 calendar sync doesn’t actually sync. Specifically events sent to me do sync. Events created
Can we also record physical location / IP address of users logging into the system in Zohobooks as records (Audit Trails)
Can we also record physical location / IP address of users logging into the system in Zohobooks as records (Audit Trails)
AI can analysis of lease contracts
AI can analysis of lease contracts to make it easier to capture information quickly on commencement date, amount to be paid, termination or renewal options and allow the finance professional to spend more time on making decisions with the data instead
Zoho inventory keep track how many times same product came back.
Elle everyone, I was wondering we have this costumer that is doing recycling of old items and will probably lend an item and take it back after it been use. I was wondering if with Zoho inventory we could achieve this. What I was thinking is assign these
Saving Chart Titles in Zoho Analytics
I have files that I upload into a workspace that already has the charts, filters, and dashboards with the same file headers. After I create similar charts and table option, I go to the charts already in the dashboard and change the title name and it doesn,t
Bidirectional sync between Zoho Bookings and Zoho CRM - Part 2
Hey community members, Welcome again! This post continues our discussion of the bidirectional sync between Zoho Bookings and Zoho CRM, focusing on how to reschedule appointments in Zoho Bookings from Zoho CRM. If you've arrived at this community post
Can we also notify with latest developments in GAAP / IFRS and industry specific updates
Can we also notify with latest developments in GAAP / IFRS and industry specific updates ?
Save as Draft Button Missing in Zoho Creator Form
Hi, I already enabled "Save Draft" option in my Zoho Creator form. But when I go to the published permalink, I only see Submit and Reset buttons in the form's footer What am I missing here? I also tried filling the required inputs but still no "Save as
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