Import Backlog Items from Excel
I am trying to import my backlog items into a Zoho Sprints project and I want to include a time on the import file. Can you tell me the exact format that I need to use in excel for it to be accepted in Zoho Sprints? When the format is say "07/Nov/2024
Time spent at each status
Parts of the KPI we use is the time a ticket stays in each status, Is there a way without using manual time tracking to do reporting based on this information?
A little overwhelmed, any good resources for support on workflow?
Hi everyone! I have a small service business based in the UK. We mostly on 'on site' work. Our workflow is essentially: Incoming enquiry from a number of sources (phones, social media, email). Quote project (large range of items from large amount of suppliers)
Associating a client to a project
I am trying to associate a project to a client and i use to be able to click the dropdown and then select assocate project to client, but this option is no longer showing up. How do i accomplish this now?
Out of Stock Products
On the store certain products stock do gets exhausted leading to out of stock situation. How does the customer gets notified when the products are back in stock?
Data migration (ticket) to Zoho Desk
Hi, If we will import old tickets from external system, all these tickets will carry the same ticket number after imported to Zoho Desk? Understand that Zoho Desk do not support alphanumeric ticket number, what if these tickets from external system contains
Signature from Zoho Desk is not displaying correct in MS Outlook
Hi! We have rebuilt our company signitaure in HTML with a table and import it for each Agent by the API inZoho Desk. In the table rows we have inline style tags like line-heigt: 1.5; This is displayed correct in the Web browser but not in Microsoft Outlook
Quantity In Demand doesn't balance
Hello, I like the "Quantity in Demand" field that appears in the Product module. It increments when Sales Orders are created and decrements when orders are cancelled or closed. However, we have created other statuses in our Sales Order workflow (like:
export report excel summary as url
Hi All can I make a openurl to download an excel summary? if not, can i have a regular list summary as pdf? or print? thanks
Switch to providing a convenient Calendar solution
The IDEA: Please build up a single, central calendar solution where any of your applications will interface by default to make it easier and more transparent to the users and administrators. @All readers: if you find this a valid requirement, please don't
Zoho CRM Wizard
Hello, I need help: I'm trying to use Zoho Crm To help our users to compile a quite complex Form With Information about our customer. I have a custom Module (we call it KYC ) with all the needed fields two of them are the "search" field that help me to
Subject: Request for Resolution of Uploading Attachment Error in ZOHO CRM
Dear ZOHO CRM Team, I am writing this letter to bring to your attention a technical issue that I have been facing with your platform. I have been using ZOHO CRM for my business, and I have been very satisfied with the features and functionalities that
Add Task General Error 6500
Hello, I'm trying to create a task following the guidelines on the API spec, but I can't get it to work. I tried several methidsbut I'm not getting significant enough infomation to figure out what's going on. I tried POSTing the required fields (with and without &flag=internal attached) to: https://projectsapi.zoho.com/restapi/portal/xxxxxxxx/projects/xxxxxxxxxxxxxxx/tasks/?authtoken=xxxxxxxxxxxxxxxxxxx Payload: { "person_responsible": xxxx, "tasklist_id": xxxxxxxxxxxxxxxxxxxx, "name":
ファイルをダウンロードできなくなりました。
商談の添付欄にファイルをダウンロードできなくなりました。
Using data fields in Zoho Show presentation to extract a number from Zia insights.
Is it possible to use data fields in Zoho Show presentations to extract key numbers from Zia insights based on a report created? For example, using this text below: (note that the numbers in bold would be from Zia Insights) Revenue - The Total Revenue
No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked
El correo recursos@backpackersctg.com no permite enviar o recibir mensajes, aparece lo siguiente: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked, por favor ayuda
Picture is broken in CRM
Hi, Whenever I export PDF from inventory module. all of the picture are broken. Can you please urgent check for me. Thank you. Kava
Accounting of Receivables and Receipts from Educational Institution
Hi All, I want to account the receivables and receipts from college in Zoho Books where the student details such as receipts, admission details are maintained in separate software and the details from that software is accounted in Zoho Books. I want to
Creating Receipts and Payments statement
Hi All, I want to prepare the receipts and payments account for bank accounts entered in Zoho. Please let me know if there is any process to do the same. I want to generate the report through Zoho itself.
The month that was at Zoho Workplace | June 2023
Hello Community, Hope you're all doing good and staying safe. We at Zoho Workplace had some feature releases and enhancements for the month of June, 2023. Here's the list for you to check out them: Zoho Mail Collections of Bookmarks Now, view your bookmark
Opening Balance of Purchase and Sales Accounts.
I have recently Migrated to Zoho Books from Tally ERP on 1st April 2023. How Should I record my previous year Profit/Loss A/c? Under which underhead does it come in Zoho Books?
Incident Report - File Upload/Download Issue - Resolved
Dear Cliq users, We regret to inform you that we encountered an unexpected server issue on 1 August 2023. The details of the issue are as follows: Impacted users: Users in the US DC (users who access cliq services through cliq.zoho.com) Issue time: 12:27 AM
Deal Hyperlink in Reports
Is there a way to put a hyperlink to the Deal in a Report that is in Excel?
Why is my zoho mail blocked
Hi, My zoho account is blocked sales@alhasanat.ae can you please let me know how to unblock it Before this a mail came to verify spf records i verified it then it came mail box is full i deleted all the emails Now I cannot unblock the account Its very
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain - jason@vividtechnicalservices.co.uk
Since Saturday I haven't been able to send or receive any emails. I have only just looked in my outbox to find every email I have sent this week sat there unable to send. As I use this email for my business this is very worrying. Could you look into this
Default format for all of Zoho Analytics
Hi all, I am wondering if there is an option to set default formats across Zoho Analytics. For example, 1. Currency should be $ Australian with 2 decimal places 2. Percentages should be centred Is any of this possible at all?
Add a Tax ID and Company ID field to Customer Record in Zoho Books
We use the Australian version of ZohoOne & Books. Currently their is a field for the company tax ID, which in Australia is the ABN. This field is validated to 11 numeric digits as per the rules in Australia. When exporting to foreign customers, this field
CRM Picklist values not all showing
Hi all I wonder if anyone else is having this same problem. I have a picklist field in a deal module - on the back end I can see all my options fine. BUT when I go into create or edit mode of a record - it only displays 2 of my 5 options and I can't understand
Twitterアイコン
キャンペーンにあるSNSアイコンの Twitterも近日中に変わりますか。
コミュニティダイジェスト 2023年7月
こんにちは。Zoho コミュニティチームです。 毎月、前月に行われたフォーラム上での議論やZoho からの製品アップデート情報やイベントと情報をまとめた「コミュニティダイジェスト」を投稿しています。 7月の活動は以下のとおりです。 [ Zoho CRM アップデート情報 ] ユーザー項目に関するアップデート：役職や所属しているユーザーグループに関するフィルターの適用など ウィザード機能に関するアップデート：検索欄（質問）の追加 新機能のリリース「集計項目」 [ Tips and Tricks ]
How to set up one of email forwarding in Zoho Mail?
I want to create an email alias just for email forwarding. I don't want to use the alias for sending email, just forwarding. For example. I like to set up forward email for comment@example.com to comment67@gmail.com I don't want the forwarded email in
ZOHO CRM Client Scripts: Module Vanished
I was working on some client scripts and realized that some of the previously created client scripts are no longer there. When I checked all the client scripts for the module (Meetings) were gone and when I tried to create a new CS for the Meeting module
Send License Renewal
Hi, We are software company providing license subscription for our clients. We have created Accounts, Clients and License modules in Zoho CRM. We need to send license renewal notifications email to our clients when their subscription has expired. Currently,
How do you automatically create a deal?????!!!
How do you automatically create a deal in bigin??? there is no create deal option in workflow or in the form builder. no tag trigger for deals or anything. What am i missing?
Inconsistent documents between modules - Package slip & Shipment order
We have recently moved over to Zoho One from TradeGecko and we have noticed a few strange inconsistencies between the document templates of various modules such as the Package slips and the Shipment Order. Package slip consists of the following information
Custom invoice A4 split
Is there a way to get the original invoice printed on the top and the duplicate on the bottom of an A4 sheet divided in half? I am forced to use pre-printed invoices with this format. I attach a sample.
API ZohoBooks expenses upload receipt PDF
Hi, I have by now tried a whole bunch of different ways to upload a pdf file as a receipt for an expense but until now I am failing miserably. My code in Python is currently: ------ headers = { "Authorization" : "Zoho-oauthtoken {token}"
Why my account email zoho not showing Picture from recipient email
Hello, I have an email from zoho. When I try to send a email or reply emails to other email services such as gmail. pictures from my account does not appear. are there any settings for it?
Write Webhook by Deluge
Hi , I am trying to write webhook by deluge to integrate our OA system. but it pops up error. However when I use CRM webhook function , It works. But I don't know what's the difference of them. Can you guide me how to repair my deluge rules. May I know
Project Tasks not updating actuals when task is non billable
Has anyone noticed that if they have a task that is Non Billable and has some work hours associated with it that in the top right hand corner of the task details you get to see Planned, Actual, Difference and Forecast. If you log time against the task as non billable, then the Actual number NEVER updates. It stays at zero until billable time is booked. This is crazy. The task is a non-billable task and I want to see how we are tracking against this task regardless of billable or non-billable.
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