SSL Certificate not being applied to my site
Hi, had my site for few months now. And it seems like the SSL has expired? Now i'm trying to get it back and the process is not working or something. I click get SSL Certificate, it says wait 6 hours 30 mins. So i wait. It says failed try again later. So i wait then try again. Same results. If anyone could help me out that would be great!
Need Bulk Excel Upload option to update "ORDER NUMBER" in all AP transactions
Hello Zoho Need Bulk Excel Upload option to update "ORDER NUMBER" in all AP transactions Please do the needful Thanks
CommandCenter Troubleshooting
Hey there, My team and I need help troubleshooting our CommandCenter journey. Let me walk you through it: My team and I have created a pipeline follow up journey in CommandCenter. Specifically, we created a 'Quote Sent- Follow Up' campaign. This journey
Where Zohobooks User Data is stored for India Customers ?
Where Zohobooks User Data is stored for India Customers ?
Need a feature to upload / attached agreements for AR/AP in profiles
Hello Zoho, Need a feature to upload / attached agreements for AR/AP in profiles. Please do the needful Thanks
Zoho Reports or Creator to Google Sheets
Hello - Let me start by saying that, although I am technically savvy, I do not know all the inner workings of coding/writing scripts/APIs/et cetera. As for my problem, I am using a 3rd party dashboard service that does not have direct integration with Zoho Creator or Zoho Reports. The dashboard service does integrate with Google Sheets. So, as painful as it is, I have been taking the data manually from a Zoho Reports dashboard and updating the Google Sheet twice a day. The inefficiency of this is
Need auto round off option in AP Invoices/CN/DNs
Hello Zoho, Need auto round off option in AP Invoices/CN/DNs Please do the needful Thanks
Unable to Link Yes Bank Corporate Account with Zohobooks
Hello Zoho We are unable to link our Yes Bank Corporate Bank Account with Zohobooks with error "We're unable to link your account at this time. Please try again later and contact Zoho Support team if the issues persists." Organisation Id is 60017773335
Need Bulk Upload option to update BRANCH in AR/AP Transactions
Hello Zoho Need Bulk Upload option to update BRANCH in all AR/AP Transactions Please do the needful Thanks
Need Bulk Upload option to change Custome fields in AP/AR Invoices/CN/DNs
Hello Zoho Need Bulk Upload option to change Custome fields in AP/AR Invoices/CN/DNs Please do the needful Thanks
TDS for Vendor Credits
While updating the Debit Note we do not have the option add the add the TDS amount and to select the TDS section it is very bad to know minimum required feature is missing.
Branch GSTIN-wise Data View and Edit Permission or Restriction for Users
Is Branch GSTIN-wise Data View and Edit Permission or Restriction for Users possible in ZOHO Books.
Regarding purchase order delivery date of product
I created multiple purchase order on a vendor on desktop version. and i need to pay them 70% at the time of placing order and 30% when they start shipping our order to us. converted purchase order to bills when i start paying those 2 instalments for the BILLS it showing me that i received those products in my inventory (in reality i will receive it at least 10 days after me clearing the full payment.) Delivery of the product is completely different date. ------------- whats happening in zoho books
Issues with Payments/Collections posted without Tagging Invoices
Hello Zoho, The Vendor Payments/Customer Collections posted without Tagging Invoices impacting PREPAID EXPENSES AND UNEARNED REVENUE These should have been impacting respective AR/AP account as ON ACCOUNT PAYMENT/COLLECTION ONLY Ticket No 87360014 Please
Marketer's space: Personalize your email subject line
Hello Marketers, Today, let's discuss personalizing your email subject lines. An email marketer's top priority is to grab their recipients' attention. A well-crafted email subject line is always a sure-fire way to make it stand out in your recipients'
Complete Data export for Pricebooks module & associated products/list prices
Is there any way to make it easier to download a backup of an individual pricebook including all the details without having to perform a Vlookup to 3 files every time we wish to update more that a couple products? Awhile back I had submitted a request
Zoho Desk | Multi-brand Help Center | individual access settings per customer
Hello, we intend to set up two independent help center portals to allow customers individual access to the respective portal or both portals. This decision is based on the need to provide customers with differentiated access to the ticket area and the
CRM Quote/Invoice Email 'Send-to' Auto fill
Hi all, I'm looking to find out two things - how to populate the dropdown of the email dropdown, and then how to automate this process, I have the email to fill out that field with. My main requirement is to be able to get a lead from SalesIQ, manually
Add user label automatically to user group
Hello, It would be great if users in a could receive a user label based on their user group. For example, when I add a new user to a certain user group it would also receive a user label that is linked to this user group. Kind regards, Helen
How to write code for another payment link button in Books?
Hello-- What code do I need to add to the email template for these buttons to be in-line with each other? Preferably left and right, the entire line centered within the shaded box. Thank you.
Automatically deny access to zoho desk for final user
Hi, Does anyone has already write a custom function to automatically deny access for a final user when a account's field has been updated? Is there an other way to do that with out a custom function? Thanks for your feedback and help.
Import datas from CSV file, how to manage multi-lines fields ?
Hello, When importing datas in a custom module, from a CSV file, is there a way to manage correctly the multi-lines fields ? I tried to put <br> or \n in the file I import, but the result is always on one line. I'd need this to import datas from our old
Create an account in Zoho CRM when a counterparty is added
If you have the need to create an account in Zoho CRM automatically when a counterparty of the type "Customer" is added in Zoho Contracts, you can use the sample flow mentioned below. The Account Type set will be Customer, and the counterparty details
Mac OS Sonoma - Adding Web Apps in your Dock
I'm testing Mac OS Sonoma before deployment across our organisation and found one of the most useful new features may have a significant bug - Web Apps on Dock The new OS allows you to convert a webpage e.g. YouTube to an app like render once added to
mass emails
Hi which is the cheapest app to be able to mass email leads? We are a small new business trying to send emails to our contacts. We were looking at crm flex.
API : in Vendorcredits, vendorid is always empty
Hello, We have a problem with the API of Zoho Books. In the ressource "vendorcredits" the field vendorid is always empty (even if the field vendorname isn't). Here an example of call : https://books.zoho.eu/api/v3/vendorcredits?organization_id=xxxxxxx
Tip #11 - Set your rescheduling and cancellation policy
A rescheduling and cancellation policy defines the terms and conditions for customers who need to change or cancel their appointments. This policy typically outlines the acceptable notice period, any associated fees or penalties, and the process customers
SHIFT MANAGEMENT
As per this link, shift management allows for shift rotation but the current configuration for shifts DOES NOT reflect on a calendar on the desktop when that SHIFT day is considered an OFF day. According to SHIFT setup, we can only create a weekend setting
Zoho Developer Hangout (ZDH) - Episode 2 | Syncing Zoho Cliq with Other Apps Using Deluge Functions
We're happy to introduce the second episode of Zoho Developer Hangout, where our developer community members come together to discuss the automation capabilities and integration between Zoho applications and other third-party applications. An adept Deluge
2023年度 Zoho Champion ノミネーション開始のご案内
Zoho ユーザーのみなさま お世話になっております。Zoho コミュニティチームの中野です。 昨年度より開始した「Zoho Champion」について、今年も実施する運びとなりましたのでご案内します。 Zoho Champion とは？ 2022年から始まり、1年に1度、Zoho コミュニティの活動において、多大な貢献をされた方を表彰するプログラムです。 昨年は、2名のZoho Champion が誕生しました。 2022年度の Zoho Champion オンラインフォーラムや、ユーザー交流会、Zoho
Addresses - Site address being link to a Billing address
Is there a way to either have one main account (billing) and link multiple site addresses to that account. Or is it possible to have multiple accounts linked to a parent account? If we have 1 billing address for multiple satellite offices, what would
Accessing Zoho Subscription info from Zoho Desk Ticket in Zoho Flow
Hello, I'm attempting to update a custom field in Zoho Subscriptions when the status of the ticket is set to a particular status. I've thought about two ways to do this: 1) Using Zoho Flow 2) Writing a custom function Here is my difficulty - I need to
Accessing Multiple Client Users on Same Machine
I have a Linux workstation that i need to access remotely. This user is logged in, but not actively using the desktop. Can i access a user that is not logged into the desktop? In other words. User X and Y are both logged into Ubuntu 20.04. User X is actively
Auto Update Deal Name on Create/Edit
Hi there, I know this question has been posted multiple times and I've been trying many of the proposed similar scripts for a while now but nothing seems to work... what might I do wrong? The error I receive is this: "Unable to cast the 'TEXT' value into
Unable to disable books integrations
I was testing some integrations like zappier, turned out they won 't do what I need. Now I find there is no way to remove their access to my accounting data. Actually I have no way to even confirm authorizations to my data at all. Until this is resolved
I don't understand "Contact person" on top of Transactions record
Hi, when we add a contact person in a transactions record (not sure the name of the field in english because the title of this section doesn't translate but it's something like "other contact"), these is a new "Contact person" section that appear on top
Where Zohomails User Data is stored for India Customers ?
Where Zohomails User Data is stored for India Customers ?
Error in creating a brand under Social
Hi! I am trying to create a brand in Zoho Desk>Social to integrate our FB Page. However, I keep on receiving the message " An internal server error occurred while performing this operation". Are there any restrictions or requirements in creating a b
Need mail merge feature in Zohomail
Hello Zoho, We can have a mail merge feature in Zohomail via which we can send different attachments to difference email recipients i. e., Form 16A Quarterly mailers etc. Please do the needful here Thanks
Domain Authentication Not Working - SPF and DKIM
I have followed the instructions for to Copy the SPF record shown below and publish it in your domain DNS. Copy the DKIM record shown below and publish it in your domain DNS. But when I go to authenticate I get not verified error.
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