Re-occuring billing issue
My set up: Re-occurring bill set up to account for any credit in the new bill. Zoho issues an email with the please pay with the entire amount, the attache invoice is correct a lesser amount and my customer thinks to hit pay now the amount due there is
Accessing Zoho's Barcode generator?
Is there a way to create an image link to barcode images from Zoho's free barcode generator using and openURL script? I'm doing this using barcodesinc.com's free generator, but would like to try getting them from Zoho's generator. I can't figure out what
how to navigate from a kanban record
Hi i created a report in kanban view.If i click the card i want to navigate to another form with the data in the kanban is auto populated and add some more entry from form.is it possible in zoho creator
Quick Text in Zoho Writer
Hello, Is there a quick command or shortcut to grab a saved Quick Text from the writer editor? There is a crazy list of commands that are available via the "/", yet I don't see this one. In MS Word you can save text to Quick Parts and then start typing
Dynamic Attachments
In Marketing Automation journeys, when creating an email, you can add "dynamic content" - in other words, you can add specific paragraphs, images, buttons, etc. One thing that isn't available is the ability to add "dynamic attachments" - a different attachment
Limiting Mass Update
Hi everyone! Is it possible to disable the "mass update" functionality on the Accounts list page, or at least limit it to a subset of fields? Thanks in advance!
Bienvenue à Zoho Billing : le partenaire de facturation pour votre entreprise
Nous sommes ravis de présenter Zoho Billing, une solution de facturation de bout en bout conçue pour simplifier la facturation des entreprises de toutes tailles. Construite sur la base de Zoho Subscriptions, Zoho Billing la remplacera et offrera de nouvelles
Download Multiple Files/Folders Workdrive API Mandatory Fields error
Hi There Zoho Support Teams! In the documentation, method POST, the only required field is resource_id but am receiving a "Client error: `POST https://www.zohoapis.com/workdrive/api/v1/multizip` resulted in a `400 Bad Request` response:\n{\"errors\":[{\"id\":\"F200\",\"title\":\"Mandatory
Zoho Sheet - No filter() function
Hi! There is no filter() function in Zoho Sheet. I attached a few print screen where you can see there isn't a function named 'filter'. I really need this function because right now i need to transfer all of my data into Google Spreadsheet to use fi
Unpredictable exception comparing date fields
I have a bit of code that seems so simple in my brain, but is throwing an unpredictable exception (well, technically it is throwing and 'UnPredicable' exception lol). if(invoice.get("Payment_Date") > person.get("Last_Payment_Date") || isNull(person.get("Last_Payment_Date")) = true) { update = zoho.crm.updateRecord("People",personid,{"Last_Payment_Date":invoice.get("Payment_Date")}); } The fields exist, the API names are all correct, the comparison is definitely a date field with a date field.
Is it actually doable to remove the Expense module and just use the Bills one for all instead?
Expense module is lacking a lot of features that unfortunately are needed under my country regulations. I am thinking about just removing it and using the Bills one instead? Will I be missing something big or can it be perfectly managed? For example I
[Zoho Writer meetup] Streamline business process and boost productivity
Hi Zoho Writer users, We're excited to announce our first ever virtual community meetup: Streamline business operations and boost productivity with Zoho Writer. When: October 25, 2023 Time: 2 PM IST/EDT. Here's what we'll talk about: 1. Introduction to
Zoho Connect | Product Updates
At Zoho Connect, we have spent the last few months making under-the-hood improvements, squashing bugs, and adding features to improve Connect's functionality. Here's a roundup of everything new in Zoho Connect. Live Broadcast Whether it's a company event,
Transfer data from one module to another
Hi! I'm trying to trandfer data from one field, in one module, to another field in another module. I created an automation to create a new record in the second module when the records are finished in the first module, and the data of some fields in the
What's New in Zoho Subscriptions - August 2023
Hello everyone, We are delighted to present this month's updates, which include a series of highly requested features such as additional payment modes, support for regional languages, and improved tax-handling for the Australia edition. Updated payment
郵便番号から住所を自動入力するクライアントスクリプト
カスタム関数講座にて、以下のURLの手法で郵便番号から住所を自動入力するクライアントスクリプトをご教示いただき、そのまま見様見真似で実装しています。 https://support.zoho.co.jp/portal/ja/kb/articles/update-address-based-on-zipcode しかし、弊社の顧客は大学や研究所など、一般企業とは異なるためなのか、郵便番号を入力しても住所が自動入力されない場合が大半です。この場合、郵便番号を参照しているWebサイトを変更するなどす
Transfering a domain from one organization to another
Hello I have a question about transferring a custom domain that's been added into Zoho Mail from one organization to another. I have two questions. 1. After adding a domain into one organization and going through all the setup for that domain, would it
Zoho Desk's Instant Messaging Feature Update - Increase customer engagement with WhatsApp's Interactive Message Templates.
Coming Soon! A messaging feature to take your business to the next level by adding WhatsApp Interactive Message Templates to your customer conversations. One of the latest features of WhatsApp business is the introduction of Interactive Template Replies
Forecast territory disabling
Hello, I am using territories for forecasting and KPI's in Zoho CRM Now with the start of our new year we would like to disable 1 of the trritories as it's not a KPI anymore. How can we disable it for future forecasts without losing al the previous data
Desk access to Knowledgebase for SAML users
Hi, In Zoho Desk, you have the flexibility to set categories and permissions for users and groups, but the 'users' database is horribly inflexible. A user in an existing company cannot log in and see articles relevant to their business without an agent
Referencing attachments as links within KB article
We would like to be able to reference article attachments via a URL within an article. How do we find the URLs of attached files?
Enforce the agent availability for all users
Hi, We need to track our agents' activity, and the "Agent Availability" report could be helpful for that. However, this report depends on the "My Availability" option that only agents can enable or disable on their end - administrators cannot enforce
Ticket View - Sort by Account
Is there a way to sort by "account" in any of the ticket views?
The calendar event description field is no longer included with the email notification that is sent out
When information was included in the additional description field it used to be included in the email notification that was sent out. Recently, I noticed that the description is no longer included in the email. Did Zoho change something, or did I accidently
Zoho Creator Upcoming Updates — July 2023
Hello all! We hope you’ve had a chance to check out the newly updated Product Roadmap, which now includes the new features coming up as part of our 2023 Projection 2. Our goal is to continually improve and add new features to our platform on a regular
Domain .io cannot be added due to invalidation
Hello supporter, I'm trying to add the domain tinasoft.io to the mail server but it says "Oops! Invalid domain detected by the system". Can you help me on this one? Thanks, Hung
Undelivered Mail Returned to Sender
This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. **********@outlook.com, ERROR CODE :554 - 5.2.1 Too many failures for the recipient
ERROR:554 5.1.8 Email Outgoing Blocked.
Ayuda, me da error al querer enviar un correo electrónico desde jose.alvarado@acpprogram.info o beatriz.vasquez@acpprogram.info.
Message failed: 554 5.1.8 Email Outgoing Blocked.
Hello, Im recieving this message when i try to send one e-mail: Message failed: 554 5.1.8 Email Outgoing Blocked. How my account can be unblock? Thanks
SSL CT Logs expose domain names of other unrelated users.
I'm using the mail.renfei.net domain and I'm receiving a Certificate Transparency notification that contains other users' domain names, for example: https://crt.sh/?id=10414777879 correo.azemarperu.com email.simplexdelcaribe.com mail.admt.im mail.allonsytrucking.com
Can Send Emails But I am not Receiving emails in Zoho Account
Please guide me on how I can fix it.
MX verification failure and NO RESPONSE from support
I've set up an email account with Zoho to integrate it with Bluehost. Right now, I'd like to add the MX Records to my DNS manager to receive emails in Zoho. I've followed the steps (see screenshots). It has been 48 hours now, and it still gives me an
Zoho CRM Zoho Calender and task integration
Hi In Zoho crm I want to create a task and have that task booked into a group calendar. Process would be create the task from task module, assign the task to an owner complete task fields including account (I can do all of that) I now want to assign the
How can I add multiple emails account in bulk?
Hello, I am using multiple emails account (yahoo, gmail, gmx) I would like to add my emails account in bulk,using a script, or a .csv file or a .txt file for example, where is written my email/password. Is it possible? I cannot find information about
Why can't you import "Contact Owner" from Settings > Import?
If you go to a module, say Contacts for example, you can choose Import Contacts from the top. When doing that, it lets you assign contact owners using either the users email address or their user id number (found in the URL of their user screen). You
Create a project in Zoho Projects when a contract becomes active
Using our Zoho Flow integration, you can now perform actions in other applications when a contract becomes active. One such example is to create a project automatically when a contract becomes active. The sample flow in Zoho Flow's gallery is supported
Pricelist on Zoho Books Composite Items
Hi there, I am facing a problem and need advice from someone who knows the best way to deal pricelist on composite items. We use Zoho books for Solar company and have plenty of items and some composite items (solar panels, batteries, e.t.c) On the items
Kaizen #104 - Bulk Write API using PHP SDK (v5) - Part II
Welcome to another exciting week of Kaizen! This week, we will continue our discussion on Bulk Write API. In last week's post, we covered the features of Bulk Write API, and explained in detail the first two steps involved in using Bulk Write API. Today,
Data administration | Export Data | Help Center Articles - CSV export is not valid [Bug]
Hello there, when exporting Help Center articles, an essential aspect in the standard for CSV files is not met. See RFC 4180 for details: As you can see on the screenshot the article starts in line 1 and due to the line breaks in the article text the
Square Payment option no longer present in Zoho Inventory Invoices?
Hi Folks, previously (last week) we had the option to allow Square payments from ZI invoices. Once this option was selected we could then "charge customer". I no longer see this option even though Square is configured and active. Any suggestions?
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