Data Storytelling with Zoho Analytics
Zoho Analytics is a unique self-service BI tool that comes with unique benefits. It is a reporting and analysis tool that targets at helping business users in a comprehensive way. With the use of individualized dashboards, over 76% of Zoho analytics businesses
Notebook Insert Code Issues
I am a Developer and I use Zoho Notebook for saving useful code and functions for future reuse. I save the actual Deluge code that I have written using the built-in 'Insert Code' button. The problem comes when I actually want to reuse this code. When
TDS on Provsion Entry
Hi All, I want to pass a entry for TDS on provision for expenses, but if I pass it in Journal Entry the same will not appear in TDS Report and also the reversal will have to be through Journal. It is also not possible to adjust against the bills. Please
How to change Account Type from Chart of Accounts?
I currently have the following accounts categorized this way: Non Operating Income Gain of FX Investment Gains Operating Expense Loss of FX Investment Losses I want to change the account types so that Gain / Loss of FX is under Operating Income / Expense
not receiving emails
Hi, I just got set up with email. I'm able to send emails without problem but can't receive emails into my inbox. How to fix?
Feature Request: Add Task Description to the Email Notification
By The Grace of G-D. Hi, How are you? Can you please add this Feature Request? When you get and email notification for a task assigned to you or when it is due, Having Only the Task Title in the email is far from enough. Especially when you have many
I can't see other participants cameras when I'm using the app.
When I join in the meeting using the app, i just can see myself. I tried all the things to see the other participantes while using the app, but it just didn't work. Someone had the same problem and know how to solve this?
Query Table
Query tables provides a versatile and efficient way to retrieve, transform, and manage data for analysis and reporting purposes. They enhance data manipulation capabilities, improve performance, and contribute to better decision-making. Watch this video
Kaizen #98 - Query API using v5 PHP SDK
Hello and welcome to another week of Kaizen! In our previous posts, we have already covered in detail about Query API, when to use them and their supported fields and operators with examples. Please refer to COQL API [Part I] and COQL API [Part II] for
I have a finished good item that requires 4 raw materials to make it.
Hello I have a finished good item that requires 4 raw materials to make it. I created a composite item for the finished good and inserted the raw materials but when I make an invoice and sell the finished good none of items quantity gets decreased. Is
Zoho Sign Automation
I want a more seemly and automated integration between Zoho CRM and Zoho Sign. I recently signed up for your Zoho One trial and I just added the Zoho Sign marketplace integration to Zoho CRM. It's okay but has challenges. For example, even though I'm
Possibility to insert Portal KB Links while authoring/creating KB articles (Add KB Article portal links from within other articles)
Hello, while writing a Knowledgebase article in Zoho Desk, sometimes it becomes necessary to make reference to another article. Currently, it is necessary to search for the article on another tab or on the User Portal and then paste the link. This makes
Show only single fields of the subforms
Hello together, in the notification mail, I can display the subforms. Is there a possibility to show only single fields of the subforms? Is there a possibility to attach the file uploads from subforms to the notification mail? Best regards Jörg
ASAP API - Readonly Field
Hello, I have created a new custom field to show in our ASAP widget to store the URL of where the request is getting made from. I have this getting populated by using ZohoHCAsapSettings and is working as expected. The thing is, I would like to make this
Inventory Template Category setup
Hi , I saw inventory template category is an option, just would like to know how can we maintain it?
IMAP not fetching archived mails
Hello, I suppose that archiving emails is a pretty standard way of keeping your inbox clutter free. Manually moving mails from your inbox to designated folders belongs to the past, since you nowadays just simply archive the mail. I was therefor pretty
Zoho Developer Hangout (ZDH) - Episode 7 | Infusing Custom AI Functions into Zoho CRM
We're delighted to bring you another exciting episode of the Zoho Developer Hangout series, where our community engages in a lively discussion on the trending topic - Using ChatGPT in Zoho CRM. In this episode, Dr. Joseph Sweeney, presents how his firm
CNAME locked
How can I fix my CNAME for www to Zoho if GoDaddy has it locked and cannot delete or edit?
De-duplicate option in a Custom Module
I wish to have the de-duplicate option in a custom module. Though de-duplicate can be seen in other modules like Leads and Contacts, the option does not exist for Custom Modules. Moderation Update: The Find and Merge duplicates, and Deduplication feature
Macro to Delete Ticket and Prevent Sender Email Address from Creating any New Tickets
We receive a lot of general emails to our support@ email address which all end up as tickets in Desk and I would like to prevent this. My idea is to create a macro that would delete the ticket and prevent any new tickets from being generated by the sending
Forgot Admin password
Forgot admin password. when i try to reset it then its asking for authenticator password. i have authenticator now. but i can access the account using mobile. so how can i change the password and deactivate the authenticator.
Regarding characters separation of complex word in Devnagari Script when generate PDF
Zoho writer is very compatible and user friendly. But I'm facing problem in DEVNAGARI Script /Font. When I write a para in Marathi (मराठी) in zoho writer and when I generate PDF the characters of Devnagari Script get separate. There is no proper font
Email integration into Cliq
Cliq is an amazing product and I would love it to be the Commaned Centre for the whole Zoho ecosystem. The integration with Projects is amazing. What would be even more amazing if Zoho Mail was integrated into the same way as Projects with a proper embedded
How to Add "List-Unsubscribe" Header
Hello, Spam tester gives negative point to my campaigns because it' don't have "List-Unsubscribe" in header. How can we fix it? I cannot see this option in header settings.
How to run an automation check to determined the stagnant user in Directory
Hi, Is there a way for user to write a custom function to disable user that have been stagnant for certain days ? for eg: total account have 100 license for user there is a need of automation to determined the stagnant user for 60 days, then automatically
Zoho suddenly stopped working with MacMail
Zoho mail suddenly stopped working and keeps asking for password. When I go to webmail and enter password, everything works ok. Also ok on iPhone Confused! Please help me
Frechheit: Backstage auf den Zoho One Tarif zurückgestuft
In Zoho One ist auch die Backstage-Lizenz enthalten. Wir arbeiten seit ein paar Jahren damit. Vor kurzem konnten wir in unserer Lizenz auch endlich unsere kleinen Events mit einen Preis anlegen und einiges anderes mehr. Das war super. Aber nun können
Does anyone else find this extremely irritating? Opening any bank account defaults to the bank's dashboard instead of transaction page
I'm in and out of different bank accounts all day and they used to open on the "All Transactions" tab or last used tab. I could start entering, searching or editing transactions straightaway. Starting this month, it opens on the bank's useless Dashboard
Zoho CRM Campaigns
Hi There, We are using the Campaigns module within Zoho CRM and although it is running correctly and we have created opportunities and closed opportunities that are linked to the campaign the revenue and pipeline still show as zero. Thanks Dale - Screenshot
Zoho CRM Profile Permissions at Layout Level
Is it possible to control profile permissions of view/edit/create at the layout level? For example, if I have two deals layouts, can one profile have full permissions on layout 1 and view only permissions on Layout 2? As far as I can see, I can only control
Closed the ticket with resolving the issue
I have raised an issue in Zoho Forms, which is a basic but very serious and critical bug. They too accept the bug in the email. But on the community page, they just closed the ticket. Even my reply is not reflected there. This is the correct way of support?
Create Invoice Inside the zoho Checkout
Problem Statement:- I am not able to Create an Invoice Inside the Zoho Checkout by the Zoho books, I have the same product inside the books and Checkout, Could you please help me with the same? 2. When an invoice will be created inside the Zoho Checkout
Zoho Bookings: Ability to allow multiple invitees on one booking
I would really like to see Zoho Bookings be able to allow our end-users (clients) to book a one-on-one meeting with us and invite any other guests that they need to invite. Group bookings don't work well for this because they are more for pre-arranged
Is it possible to assign a user to a project via the API?
I didn't see an option in the Project API, but there is something in the Books API. Any suggestions?
Estimate Decimal points more than 2 decimal points
Estimate price shows in 6 decimal places as against the 2 decimal places chosen under currency (GBP) & (Euro). Can you help fix this? All efforts have been futile so far.
Email notification when customer adds new payment type
Here is the problem: I send the email to the customer using Zoho Books from the customer page. Under "More", I select "Request Payment Information" which sends a templated email to the customer with a link to update their payment method. The customer
Linking notes between modules
Hey guys I need that every note on Accounts should be on the Deal with the same id_ideris at Zoho CRM. Is it possible? Which way is the best?
Hyperlink to local network pdf?
I appreciate that this may seem a strange request but..... Is there a way I can allow users insert a hyperlink in a form field, to a pdf file stored on our local network rather than upload the file? Appreciate that this will mean that users will not be able to see the file when not on the company network, but this is the desired functionality. tried to use the URL field type but this appears not to support the file:/// preface, it almost works but the browser opens without the ":" Hope this is not
Enhancements to Campaigns in Marketing Plus
Hey everyone, We are introducing a few updates to roles and privileges and streamlining the integrations to the Campaigns module in Marketing Plus. Here's a brief regarding the updates. Revamped roles and privileges Roles and privileges in Marketing Plus
Zoho Live Streating on YouTube or Facebook
Dear Sir/Madam, How can we live stream with Zoho on YouTube or Facebook? Please guide. Thanks DP Tripathi
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