Direct Integration With CRM &/or Bigin
Hello, why is there no direct integration with CRM or Bigin, we have to use a third app? You'll have Books so I can manage finances, Inventory so I can manage stock, both sync, but you have CRM and Bigin, neither of which integrate with Inventory so there
Inter Branch Stock Request Pick List
Hello, please implement a stock request module where a branch can request/order (branch order BO) line items from the main branch after seeing what is available, live at the time of selecting, which will then reserve the stock and create an alert at the
Project ownership and assignment question
On our project management process, we have the following requirement. Project has a project owner. This is currently used for admin purposes. Project is assign to a team. Currently we dont use team, because we dont want all users of a team to see all
【開催報告】オンライン ユーザー交流会 8/3（木）
皆さま、こんにちは。コミュニティチームの中野です。 8/3（木）にオンラインにてユーザー交流会（Meetup）を開催しました。 本投稿では、その様子をお届けします。 Communicatio 岡安 裕一さんによるユーザー事例セッションのほか、6月開催のユーザー交流会同様に、弊社技術部によるZoho CRM のアップデート情報を解説するZoho セッションを実施。お楽しみ会は、参加者同士で日々の取り組みや活用方法について共有し合う、「Zoho プチ自慢大会」を行いました。 当初予定していた札幌開催から、諸事情により開催形式をオンラインに変更しました。リアル開催を楽しみにしていた方々、申し訳ございませんでした。
Notebooks "combined" accidentally
Somehow a page in a notebook got embedded in the Welcome page and I can't separate them now. I have to search for it every time I want to use it.
Canon EOS WebCam Utility compatibility
I recently downloaded Zoho Meeting desktop application with a view to conducting online guitar lessons with students. I have a guitar interface and dedicated microphone through a mixer for audio, but testing video using Apple's built in Facetime camera
Emails Not Sending - Please Help
Hi, Emails are not sending and no error messages are accompanying this mail failure (they do appear in the sent mail folder but are not received by the recipient). Some (not all) emails are being received. Can someone please help? This is critical to the business I help. Thank you.
Things are going nuts
I don’t get it. I’m finding that things I’ve saved to various folders and titled, are no longer accurate. I expect to open “X”, and instead get “Y”, or “Q”….. And things that I download just don’t appear. Thoughts?
tengo este incoveniente
Making the most of email notifications in Zoho Bookings
Email notifications are one of the most versatile tools in Zoho Bookings. We've beautified and translated them. Now, let's see what other steps we can take to further stretch their use. In this guide, we'll use email notifications to: Create product awareness
Zoho Payroll: Product Updates For India - August 2023
We're back with another set of exciting updates for August 2023, designed exclusively for the payroll landscape in India. This month's updates focus on two significant features that will empower both Indian employers and employees. These updates give
"code":2930," when I use creator.getRecords()
id = input.batch_transverse.ID; info id; A = "ID == " + id; response = zoho.creator.getRecords("xxxx","xxxxx","xxxxx",A,1,200,"oauth"); info response;
Query Cannot be saved because of performance
SELECT "Invoice Number", "Total (BCY)", "i'm creating clothing for my", "Account id" FROM "Invoices (Apliiq Inc)" LEFT JOIN "Contacts (Apliiq Inc)" ON "Contacts (Apliiq Inc)"."Customer ID" = "Invoices (Apliiq Inc)"."Customer ID" LEFT JOIN "Accounts" ON "Accounts"."Account Id" = "CRM ID" WHERE "Invoice Status" = 'Closed' I am trying to get all invoices (from zoho books) with their associated account id (from zoho crm)
Organize Dashboards into Folders
When we create reports, we can save reports to specific folders which keeps things really organized. However, from what I can tell, this same functionality does not exists with Dashboards. We have many Dashboards (not just components/widgets). Currently
Notebook hangs/crashes when moving window from one to screen to another in a multi-monitor setup.
The Mac application hangs with a spinning icon when dragging main window window from one to screen to another in a multi-monitor setup. Then 30(ish) seconds later it crashes and drops out completely. Reproducible on different monitors, and different monitor
Does Zoho Live Chat Support WordPress CMS?
Hey there, i have a website gatecord.com and i want to use zoho chat for my website. is it support for Wordpress CMS. Thanks.
Change image of customer from database
I'm trying to change customer profile photo in zoho crm and I'm using the condition for each status of customer I want to change the profile . for ex if he is from Asia I put specific photo if ... the profile photo is in format hexadecimale in Database
Is there a limit to the number of users that can be registered in the Help Center?
Is there a limit to the number of users that can be registered in ZohoDesk's Help Center?
Cannot Send Mail Sender Address Invalid
I'm getting the above message "cannot send mail Sender Address Invalid" only on my iPhone recently when I try to send an email. They all get stuck in my outbox. Does this relate to my not updating yet SPF records and DKIM? Or something else? thanks,
Chart comparing different filtered records
Is it possible to have a line chart that compares different filtered records. So for example I have a form where a customer can be marked active or inactive. In this form, I have another field which has the month and year that the customer started. I
Zoho Project With Teams
Hello, I can't integrate my project into Teams. My space is on a".eu" domain. I can fill in information when I select "domain.com" but I can't click on "Proceed" by selecting a domain in.eu Have you ever had this case before? Thank you.
ERROR: An internal error occurred while adding your email address.
Hi, I have been getting this error all day, when attempting to create an email campaign AND automation. An internal error occurred while adding your email address. Please try again after sometime or contact us at support@zohocampaigns.com to resolve the problem. What would be the issue and cause this error? Thanks a bunch,
Customer and Subscription limit
We have a Zoho One account. I have 12000+ customers and as many subscriptions. Is there any upper limit for the number of customers and subscription that can be created for Zoho subscription which is part of the Zoho One account ?
Zoho Projects app update - iOS
Hello, Everyone! In the most recent iOS iteration of the Zoho Projects mobile app(v3.7), we have extended support for the below mentioned functionalities: Custom fields in the Timesheet module. Revamped Timesheet details view. Timeline view for timers/
Copying Rules and Customization to other Departments
Is there a way for me to copy over rules/workflows/fields or other settings and customization from one department to another? This will make it a lot easier to implement rules and settings that is universal across departments.
Operation permitted for paid user(s) only.
khale@tananplastic.com It has outgoing mail is disabled. When I try and enable them "Operation permitted for paid user(s) only" , message Appear. can you please help!! Thank you so much.
Cannot send email from SMTP server
Hi I'm trying to send email from my Web application hosted on GoDaddy server. I have moved the DNS to cloudflare in order to implement SSL All the MX and TXT entries are implemented in cloudflare DNS For some reason the connection to SMTP server fails
I can use 2 Career Site at same time? How?
In the professional plan, we can have 5 different Carrer Site, but I do not know how to publish I new job opening in the new carrer site. Thank you
HELP! I cannot create campaign via api with error 903
Hi everybody, I have a problem with my project, when i call api to create campaign based on document: https://thugianmotti.tinytake.com/sf/MTM2MzQyMF80OTc4MjA3 my code: https://thugianmotti.tinytake.com/sf/MTM2MzQyN180OTc4MjI0 but i got error like this: {"code":903,"message":"Mandatory Fields are not found","uri":"/api/v2/createCampaign"} What's wrong with me? can somebody help me, thanks
About Backup
Hello good afternoon, I have been receiving notifications about backups that are generated in our CRM for quite some time, the question I have is: 1) How can I test those backups? 2) In the event of a disaster, what corrective actions should we take with
How to make text larger in an Export to PDF?
I am exporting monthly reports to a PDF (from Creator) and can't make the text large enough for my manager to read. It is fine when looking at it on the screen but she wants to have a printed version. Is there a workaround for this issue? I attached an example report so you can see the size.
Tip #4: El módulo de Actividades en Bigin (parte 2)
Tips and Tricks #4 para Bigin by Zoho CRM, por Alejandro Mora ¡Hola usuarios! En la anterior publicación empezamos a desgranar el módulo de Actividades de Bigin by Zoho CRM. Pudimos realizar un primer vistazo general a la página y descubrimos las funcionalidades
Auto-Close Task List with Multiple Task Statuses
Hello, We currently use a project template to create projects for each upcoming install we have, however not all sites require every task listed in the template. Instead of archiving or deleting the task per project, we have team members mark task status
How to process a returned order
I have an Invoice in Zoho Books for which the customer has returned all items and agreed to pay a restocking fee. How do I process this return in Zoho Books and how do I generate an invoice for the restocking fee? Thanks, -Tom
Update signature via API disabled. Why?
Hi Zoho Team, Currently, it is not possible to update or fetch other user's signature through APIs in Zoho CRM. But some time ago, this was perfectly possible in API V2. So much so that we created the Bybrand + Zoho CRM Integration with dozens of users
How to change the amount filed format to Swiss Standard
We are trying to customize a template for Swiss Standard QR-Invoices in Zoho Books. The current currency format is not compatible with the Swiss standard, which requires the currency to be formatted as '15‘000.00'. There are only 3 currency formats available
Please update current status in Client Submissions on Client Module
Hello All, In the client module, all of the candidates submitted to each client are listed there. However, the status for every candidate shows as Submitted to Client. Can we please have this status show as the current status of each candidate. We have
Provide an option to restrict time logs based on a specific date.
We have a specific date in which time can not be entered prior to (this date changes each month). This is common for CPA firms. For example. Users are not allowed to enter any time prior to July 15 (this changes each month). In Zoho Projects there is
Client can edit tasks
I made myself a client with a different email and I can edit tasks under an external milestone. It looks as though I can edit unassigned tasks but I cannot edit assigned tasks to other people. Also I can add tasks and subtasks. Is this normal? I do not want the client to be able to edit any task they did not create. Please advise. I also have submitted this problem via email but have not heard back.
Power of Automation - Automatic creation of timesheets when a task is added
Hello Everyone! I wanted to share a custom function that we recently implemented to address a specific customer requirement. The customer needed a way to automatically add a timesheet entry whenever a task is created. We have successfully accomplished
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