Create Journal API Issue
Request value : { "journal_date": "2019-12-20", "reference_number": "", "notes": "Loan repayment", "journal_type": "both", "currency_id": "460000000000097", "exchange_rate":"" , "line_items": [ { "account_id": "", "line_id": "", "amount": 5000, "debit_or_credit":
Portal and Main environment blueprint stages not aligning
Hi, We have a customer and order system using a portal account for our sales rep's to be submitting orders and customers. We've recently implemented the blueprint feature on the orders as order status management, we're finding that there is a delay in
API create new invoice response "Invalid value passed for contact_name"
I am getting the message when I post a new invoice "Invalid value passed for contact_name" Below is the json I am using for zoho books api invoice with post. {"customer_id": 606193000000060000,"reference_number": "Testing","invoice_number": "ATHTESTING","date": "2017-07-08","payment_terms": "15","due_date": "2017-07-20","discount": "210","line_items": [{"item_id": "606193000000058465"},{"item_id": "606193000000058465"},{"item_id": "606193000000058465"}]} This is a few more than minimum. The problem
Regular E-way bills cannot be generated by Zoho books for e-invoicing customers
We are over 10 cr turnover and enrolled under e-invoicing. We are facing challenge that whenever we are creating e-way bill via Zoho Books for customers having same bill-to and ship-to address (which is 99% of cases), e-way bill is generated with "Transaction
Distance in eInvoice
Dear Sir, Can you please do pincode to pincode distance automation for eInvoice requirement...? Thank you.
how to view emails with attachments in CRM
Hi CRM Community, I would like to know if there is a way to add to the email view in a contact record, if an email has an attachment. see the image below. whilst it is great that you can see the subject and thread, but sometimes its nice to be able to
how to get converted leads data list using API ?
in leads module, I can see the converted leads using Custom view like this, can I get the same list using Restful API? I assume I should use the search record API, but I don't know what field/flag should I use to get those data? https://www.zohoapis.com/crm/v4/Leads/search?criteria=((xxxx:equals:xxxxx))
Revamped forecasting in Zoho CRM
Forecasting is an important part of a business's strategy to help set meaningful targets, optimize their sales strategies to help users achieve said target and drive revenue for the business. With this in mind, we've brought a number of different enhancements
Zoho Desk | ASAP update | Deliver unparalleled customer support in your Flutter-powered mobile app
Hello everyone, We are happy to announce that we have adopted the ASAP SDK for Flutter apps, a highly preferred framework for mobile application development. Businesses have realized the critical importance of attracting customers through mobile channels,
Ship package via deluge
Help required with the deluge script on marking packages as "shipped" please. I've tried many options with the latest as... params = {"shipment_date":"2023-08-03","carrier":"As sales order"}; response = zoho.inventory.updateRecord("packages", "########","################",
Add required shipping fields to customer shipping address including: [Contact], [Contact Email Address], [Approval To Leave], [isResidential], [DeliveryRequirements]
For many courier companies (FedEx, Toll etc) it's a requirement to include a Contact Name, along with a Contact Email address when shipping goods to a shipping address. There is often a requirement to identify if the consignment is being shipped as "Available
Juillet - Un résumé de ce qui s'est passé le mois dernier sur Community
Chers utilisateurs, Découvrons ce qui s'est passé au cours de ce début d'été au sein de Zoho Community France. Sur les nouveautés, nous vous avons présenté les fonctionnalités du module complémentaire RouteIQ pour CRM ainsi que ses avantages pour vous
new calendar update causes duplicate invitations and reminders to be sent out when syncing with Google calendar
We found a huge bug with the calendar update and now (based on what Zoho support told me) we basically have to stop using the integration. We have always had our Google Calendars and Zoho calendars sync'd (we create events in Google Apps) so we could
Unable To Map Company Name
I have reached out to Zoho Support a couple of times since 9 Sep 2022, and still have not been giving much information on how I can map my data correctly. Most of the time they link me to a help article that I have already read and does not explain how
Mails disappeared from Inbox subfolders
Since yesterday all mails disappeared from my inbox subfolders. What is happening here? Only mails in Inbox folder are still there. Please fix this as I have very important data in those mails. Is this a known problem? Never happened to me before. Here is a screenshoot...
Auto Rename Name on Custom Module
Hi All- I have a custom model named Model Overview of which I am trying to get the name of the record to be auto renamed upon saving based on the combination of two fields named Make + Model. My custom module is set to name (not auto number). In creating
Forms intergrated with Sheets
Hi, I'd like to make a form field where a client can choose a specific date and then that will put them in a specific tab in the the sheet that's integrated. Is that possible? I know you can do to a master sheet, but I'm wondering if an answer can sort
notifications for new mail in other inboxes
Hello, I am seeking a solution to receive notifications whenever I receive a new email in any of my inboxes. Presently, the Zoho Mail app only alerts me when a new mail arrives in the main inbox. Thank you very much.
Zoho notes to Notion using Zapier
LS, I have the question: i want to use Zapier tot connect my notebooks to notion. So: if i make a note then this note is written to a Notion database. Has anyone tried this? Has some-one made a Notion template for this? And: can i transfer all info (photo,
Where can I change the design of the "save and send" site?
I want to change the colour of the "Senden" Button. Where is this possible?
What is the replaceAll syntax to replace " " with a single tab character?
What is the replaceAll syntax to replace " " with a single tab character?
Custom Button
Can anyone help I want to create a custom button in the accounts module this needs to do two things 1. Send a webhook so a WhatsApp message 2. Send an email Can anyone help?
Customer Vat Number Field Location
Hello, please add a customer Vat/Tax/Gst number field on the same level as company name and address, instead of a work around like creating a custom field, which we then have to edit the address field under customisation just to get the vat number visible
what is the difference between last activity time and modified time in deal record?
I am trying to modify the appearance of my kanban view in deal module. but I find dimension, modified time and last activity time, may I know what the differences between these two are?
Issues Creating/Scheduling Monthly Group Booking Consultations
I am new to Zoho Bookings and currently testing it out to determine if we want to use this product for our company. However, I don't seem to be able to get the Group Booking to function properly. I am trying to create a Group Booking called "Product Training"
Transparent BG on mobile devices.
Hi! I have a problem, on laptop versions all my newsletters look perfect, but on other devices BG of the email body became transparent. How I can fix it? In layout and other blocks I set up white BG.
email picture
hello there i noticed that zoho mail has a feature to use profile picture when you send email, just like gmail... when i send an email from my zoho email to my gmail email, the profile picture does not show up on gmail...can this be fixed ?
Please improve the toolbar!
Do you have plans to continue improving the toolbar? I waste A LOT of clicks increasing/decreasing decimal, setting number formats, formatting, adding borders etc. At the very least, can you make the toolbar bigger and have those pull down groups permanently
Re: Using Zoho Email SMTP
Hello, I am using zoho email for my website https://techbizmasters.com. To Use any contact form, I need to use the SMTP so that email notifications of form submission is sent to me. I am using WPforms plugin. I just want to know that is there any limit
My Email Campaign Is Going Into Spam
Hi, I am trying to send an email campaign however every time I send a test email the email goes into spam. I do not want to send the campaign and all emails end up like mine did in spam
Adding an expense doesn't allow Asset Stock account types
Using the Purchases > Expenses function, I want to record the purchase of inventory. These inventory purchases are materials represented in a Stock account type (asset account) until they are incorporated into a job that is sold, when they will be transferred
Tip of the Week - Create KPI Widgets with Dynamic Images
Images are the favored medium and a powerful tool for communication as it is easy to process visual information far more efficiently than raw numbers and lengthy descriptions. With KPIs being the prime source to gauge progress and understand the health
import file upload and image
Hi, Good Morning. While importing records by "Import data" in reports, Am I able to import file upload and image ? Thank you
Can you make an email update a record in Zoho creator table?
On my application I set up a stateless form "Issue Request" that when the user clicks a button to open issue request it displays the stateless form. The users will then select the email address or multiple address' to send to. Enter the issue type and
IMAP/SMTP not working on a single address
My email address linked through Thunderbird is suddenly not receiving incoming email to the inbox, but it appears in the app and on the website. I can send mail successfully from Thunderbird, but it does not appear in the sent mail folder.
Como elaborar una combinación de correspondencia con imágenes vinculadas y cargadas previamente en un campo imagen - modulo custom
Buenos días, En la empresa tenemos zoho one y tenemos un modulo custom "operaciones" para registrar nuestra operatoria diaria. Esto consiste en registrar datos y adjuntar fotos en un campo "imagen". Por otra parte, de cada operación necesitamos realizar
Community Digest - julio de 2023
Community Digest de julio de 2023 ¡Buenas a todos! Este es un Digest para aquellos que no estén en la playa, piscina o de vacaciones - ¡pronto nos toca a nosotros! Y si ya has vuelto al trabajo descansado, entonces, ¡te doy la bienvenida! En cualquier
error 553 relaying disallowed invalid domain
hello, when sending the email returns the following error:
ZOHO Projects Needs @Mentions
I am currently rolling ZOHO projects out for a team of 25 people. How can our team communicate with team members not tagged in tasks when questions come up? In our old oroject management tool, we could @mention other people on the team to bring them into questions, ideas, problems, etc. is there a way to do this? So far this feature seems to be missing in ZOHO projects and is one of the biggest concerns I have about making the switch. There are so many scenarios that play out in our office every
Lead do not Assign when user on leave
There is two option for lead assignment in Roun Robin Case: Online status or shift in CRM Online- Users should be login into CRM. if they close then it not assign them. shift- after non-shifting/nonworking hr lead does not assign. what we need. when users
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