Account from 2016 but only 5 free users
My account was created in 2016. I paid a subscription for 31 licenses. Now I need less than 25 users, I canceled the subscription, but only 5 free licenses are available. I read that old users will still benefit from 25 free licenses. Can we also benefit
Find all duplicate Names
In a form with many records imported, I need to find and mark (Suspected_Duplicate field ="Yes") all the records with the same Name.
Using Coldfusion to fetch Zoho data
Hi Community, has anyone used Coldfusion to fetch Zohobooks data. this could be by chttp or using javascript in Coldfusion. I have tired with this code <cfhttp result="result" method="Get" url="https://www.zohoapis.eu/books/v3/salesorders?organization_id=xxxxxxxxxxxx"
Mention User Group in Slack
When posting to a Slack channel using Zoho Flow, I would like to mention a User Group. Simply putting @nameofthegroup does not work. How can we get this to work?
Multi-Select Lookup Fields
Hello, I want to "Self-referencing" "Contacts" in "Multi-Select Lookup Fields", but "Contacts" does not appear in the "Select Related Module". I have created "Multi-Select Lookup Fields" associated with "Accounts", is that why I cannot set it up?
Global Search in Zoho Analytics
Global Search utilizes metadata from datasets, reports, and dashboards to swiftly access vital information. This video guides you on initiating Global Search via the top bar and shortcut. Explore recent searches, filter results by entity type, and streamline
Possible to send email from Sales Order module WITHOUT the Sales Order pdf attachment?
Every time an email is sent from the More Actions > Send Email tab of the Sales Orders module, it appears that a PDF is generated as an attachment. Is it possible to disable or remove the automatic attachment?
Setting up SPK/DKIM through Google Domains
Hello, I tried setting up SPK/DKIM for my Google domains, but the TXT records I entered in from my MarketingHub settings were rejected as invalid.. What else can I do to get this set up? Is there a special process for Google Domains specifically? Thanks
Sales Inbox Setup Faliure
Hi There, I am having issues setting up Sales Inbox within CRM. When I try to set it up it sits saying loading...... for a long time then says: Oops! Something went wrong. We were unable to load this page. Other team members have not had this issue, could you advise on troubleshooting please. Thanks
Zoho CRM for Email Add-on for Outlook FAT Client
I cannot find the Zoho CRM for Email Add-on for Outlook FAT Client anywhere. I see guides on how to install the online version, but my company mostly uses the fat client. Where can I find this?
Getting a Lead image url
Hi, First of all, I love Zoho CRM! I have Tasks related to Leads. In the Tasks view, I want to see the Lead image. As this is not supported, I'm trying my luck in building a Web Tab Widget that will show the Task list with Leads images. To achieve this,
Best practices for associating large files
I want to associate photos and videos to the Deal module of Zoho CRM. However, the CRM has only 10GB of capacity. Even if I purchase additional space, it will soon reach the limit as it is only 20GB. What are the best practices for associating large files
Seeing Mailchimp activity with Zoho CRM
Hi there, We have recently been working with the Zoho CRM Mailchimp extension to import our Mailchimp data for our leads into the CRM. We are able to see the campaign that each lead was part of and some basic fields like status, date, audience, etc but
Can we restrict login from other locations ?
Hello Zoho, Can we have a feature which can help us restrict logins within selected IP addresses only? We can restrict logins via certain state / country / locations as well based on requirements. Please think about this Thanks
Facility to download all the attachments across Zohobooks
Can we have a Facility to download all the attachments across Zohobooks ?
Yubikey Support
Do you have any plans on implementing YubiKey or similar Support?
Need a report to reconcile GST 2B vs Books ITC
Hello Zoho Need a report to reconcile GST 2B vs Books ITC Please do the needful Thanks
Need a detailed General ledger Download Option
Hello Zoho, Need a detailed General ledger Download Option which have GST, TDS, Taxes details, locations, and all other custom and mandatory field as available in the systems without leaving any field left out. Please do the needful here. Thanks
Is it possible to get the expense and revenue that is earned in a certain currency
Hi, I would like to know if it is possible to get the invoices and expenses which is billed in a foreign currency(All invoices, bills, and expenses separately). A report or a detailed view would be good. Please let me know. Thanks
Larger Handwritten Notes?
Hi, I like drawing handwritten notes with my tablet an pen. But currently the Notes are limited to the size of one screen, which is a bit small, especially for meeting notes and such. Is there any plan to allow them to be bigger and scrollable in the future?
Notes nit syncing
Not all my notes are syncing with my ios devices please help
Text input not working
When trying to enter text to a checklist, the keyboard won't stay active. Anybody else having this problem?
Include a re-submit button for unsuccessful subscription payments.
Our subscription is paid by a credit card that pays for lots of things and occasionally will become overdrawn, commonly whilst waiting for deposited funds to clear, resulting in an unsuccessful payment. This is more prevalent when we are short-staffed
Verify fields filled out before closing case ticket
I understand you can set required fields within a template that need to be filled out. In my instance there is information that isn't known when creating a new case and its a nuisance to put random values so the case can be created and sent off to an
Fixed Assest
When I log a purchase as fixed assets is there a way to depreciate it so it will not always show on the same value when I run a balance sheet report.
CRM Dashboard Widget - Permission
(Including attachment) Users are receiving a note on Dashboards that they do not have permission to "show this component." The security profile for these users has View, Create, Edit access to the Module. I'm assuming this could be related to a field
I would like to repost my company posts on linkedin, facebook and X (twitter *sigh*) on my personal accounts.
Rather than post separately on each account I would like to drive the interaction to my brand account by reposting from my personal accounts automatically rather than go back to my scheduled posts.
Shipments - Are Shipping Costs Journaled?
When recording a shipment, there's an area in the UI for Shipping Costs. I always assumed that was just a field in the Shipment Order record, but when I enter it for a Sales Order in FCY, there's a currency conversion that looks like it's taking place:
Where do I add / verify site. Upload the Bing XML file on your web server
Hello, I have a custom name for my help desk. https://support.filmservices.me where do I upload the XML file on the web server? Or am I being daft and it should be added to my own domain / DNS server filmServices.me ? Thanks J
Tip of the Week: Moving Calculation with Dynamic Window
Moving Calculations are ideal for analyzing data sets that fluctuate a lot. Be it stock prices, temperature, or daily sales trend, moving calculation allows you to identify the trend. It smoothens the noise of the random short-term fluctuations from your
Subform on add row reload form does not reload
As per the title, just set up a form with a subform click add rows with the deluge command reload; It just lets u keep adding rows To be honest it did once or twice but i was testing a whole bunch of combination's if you set it up a basic test no reload happens Thanks
Can we have an option to change Fonts, Size of entire Zohobooks Interface across?
Can we have an option to change Fonts, Size of entire Zohobooks Interface across?
Inventory management for franchise business
Hi, We use Zoho books for billing and accounting in our franchise business. I was wondering if a franchise partner has access to 1. View his inventory 2. Take daily/weekly/monthly stock check 3. Raise a Purchase order. -Suraj
Diff in Bank Balances in Zohobooks
Hello Zoho, Please fix the issues where two different bank balances showing up in Zohobooks pages which is creating confusions. The latest transactions are also not coming automatically and not even after we are refreshing the data. We also need to RUNNING
Request for a webpage showing all Zoho Service Status
Hello Zoho, Can we have a webpage where we can see which all Zoho Services are UP and running and which are/will going through maintenance /updates etc.? Thanks
Can we have some sort of "RECYCLE Bin" Concept in Zoho ?
Hello Zoho, Can we have some sort of "RECYCLE Bin" Concept in Zoho Products and Services from where we can restore deleted transactions/information / data etc? This should generally help the business. Please think about this once Thanks
Invalid Element tds_tax_id when recording payments
Team, Something has changed in receiving payments. I get the error Invalid Element tds_tax_id when recording payment when Yes TDS is chosen. Majority of our customers have tax deducted. This was working fine yesterday. I checked settings and there are
White label solution- Zoho Reports
Hello, Is there anyone who is using the white label solution for zoho reports? If so, can you tell me how you like it, is it working, are there any bugs? I have a few clients that I have implemented zoho reports on, but I use a web portal solution to make it as white labeled as possible. Thanks in advance, Arron Robles Blue Pumpkin Hosting | Solutions Made Simple http://bluepumpkinhosting.com
How to personalize e-mail languages by customer?
We are serving customers with many languages. Would be very important to send each system e-mail with their own language? As I understand, currently ZOHO Invoicing does not offer a possibility to store customer languages? And also only supports one language template at the time? I hope I am wrong and look forward to your comments and instructions. In case I am not wrong, this small addition would make Zoho Invoicing much better :-) 1. Please add a custom LANGUAGE field to Customer details. 2. Please
Dashboards - KPI report against fixed value
It would be great if we could create a KPI report comparing Closed Won deals against a specific value. For example, our Sales Team have a target of £1,000,000 per annum however KPI reports currently only compare Closed Won Deals against a previous period,
Next Page