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.
Creator on premise?
Hello Everyone, I could find a post of Creator on premise. It was three years ago...the reply was "coming soon"... Anyone has info on this topic, or scheduling please? Thanks George
Import text with line break into custom field multiline (textarea)
Hello We success to sync our custom fields from our app to Zoho CRM, but how can import the line break ? We try with : <br> \n \r\n but with no success. If we make break line into that field in Zoho CRM it works, and it keep them after saved, Thanks for
How to check if Lead Email already exists in Account or Contacts
After attending a trade show we have the list of all the people who allowed us to scan their badges. Our normal routine is to upload them all as leads until they are qualified. Is there a way we can check if their email domain already exist in contacts?
Update Closing Date Based on Other Date Field
Hello, Is it possible for me to update the closing date field for an opportunity by setting a different date field? For instance, my company has quotations that last 30 days, 45 days, and 90 days. If we set the stage to a 30 day Quotation, and set a custom field "Quote Date" as the day we send the quotation, is it possible to update the Closing Date automatically to 30 days after the Quote Date? I'm aware I could use Execution Date, but not all quotes go in the day they're sent so it wouldn't be
Vacation that overlaps calendar year
How do I set up Vacation so that requests that overlap calendar year's do not remove vacation allowance from the current calendar year? (We refresh the # of Vacation days January 1st of each year) Example: Jane has 3 vacation days left in 2023 Jane request
Zoho Analytics connect with Salesforce
I get an error when connecting to salesforce
how to lock the cell in the zoho sheet? Please help!
how to lock the cell in the zoho sheet? Please help!
Fetch CRM Deal Name in Zoho Sheet
Hi, I would like a user to fill out the form and have the form data sent to a Zoho Sheet. I've accomplished this task easily. What I would like to do next is based around get.Records or search.Records in the CRM based on 3 columns in the sheet. so the
emulation of SQL Minus operator
Hello good morning, I've been using Analytics for a while now and I notice that it doesn't have the SQL Minus operator, to make a difference between two data sets. Searching the internet, mysql did not have it some time ago, and all that was left was
How can I turn off all spam filtering
Hi, I recently went looking for a missing email I was expecting and was quite frustrated to discover a number of important emails in my spam folder. In fact 23 emails in spam - not a single one of which is actually spam. I checked both personal and organizational
Not Receiving Email
I've recently set up a Zoho mail account. I am able to send mail out from my Zoho account, but mail sent to the Zoho account are returning the following undeliverable message: This is an automatically generated Delivery Status Notification. Delivery to the following recipients failed. hello@homeattire.net What could be the problem?
The email address is invalid
hello , when i want to send a message from my zoho mail to another mail , i keep having a message said "The email address is invalid"
Check duplicate email in Contact & Lead Modules
You should ask your support people or developer to create a script for a "Cross-Module Reference". It requires a good deal of setup and knowledge of deluge and how to work with API's but it can really help. For instance if a sales person wants to add a contact that they just discovered to the lead module, and that person was already a record in the lead module (lets say they already downloaded some premium content". The system would ID that their email's match and would send an alert to the system
Can we use Zoho CRM for both B2C & B2B at the same time for huge number of Contacts?
Hi, I know Zoho CRM can be used for both B2C & B2B. We have huge number of records for both B2C & B2B leads, contacts, tasks and potentials. Which is the best strategy to implement both B2C & B2B through Zoho CRM? Use both B2C & B2B in the same CRM account
DOMAIN_NOT_RESOLVED
I'm having a problem sending emails to @gtsexpress.com, please help. Below is the error message received: This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original
Zoho Bookings Adding a Date of Birth Field
How can you add a functional & practical date of birth field in Zoho bookings? The date field currently available is totally impractical and you can't even label a basic text box as there is no way to effectively communicate to user how to add the correct
Tip #3: El módulo de Actividades en Bigin (parte 1)
Tips and Tricks #3 para Bigin by Zoho CRM, por Alejandro Mora ¡Hola usuarios! Os traemos una nueva ración de los Tips & Tricks sobre el software CRM pensado especialmente para las PYMES, Bigin by Zoho CRM. Durante el post de hoy vamos a seguir profundizando
Missing Archive folder Zoho mail causing Outlook Mac Issues
Hi there I have just recently setup new email accounts with zoho with a new domain name and I have noticed there is no longer an archive folder inside Zoho Mail. I am on a Mac running Outlook 16.72 and when it creates a new account it includes an archive
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
I have not sent any mails yet. For some reason I am unable to send any mails. I have also received very few mails. Please fix this. If I am not able to send any mails then there was no point in me creating an account here.
Change Reconciliation Period
I'm doing catchup from the beginning of the year entering transactions month by month and then reconciling. I did January and reconciled. I went to do February and realized I did not change the default reconciliation period for January. As I did that
Formatting Zoho Books/Subscriptions Documents
Is there any way to center Column headers in sales orders/invoices? Its a minor issue but we cannot seem to find a setting to change it. Thanks, Brian P
pre header email template
how i set pre -header in email template.
Unpaid Expense
Hello, I have just started to use Zoho Books. And I have trouble understanding how to register unpaid expenses. eg.: I received invoice on 31/01/2014 (dis expense belongs tu January), but I have to pay it on 15/02/2014. How would this be classified Expense or Bill or anything else. and how I should reflet/register this in Zoho Books, You kind help will be very much appriciated,
Can't access ZOHO pages or sign in to anything ZOHO, getting DNS_PROBE_FINISHED_NXDOMAIN.
Hi folks. Tried ManageEngine last week and kept getting this issue. Now trying to sign up to ZOHO for crm and hitting the same thing. Ive tried 2 different networks (home and office) and 2 different devices (laptop and office workstation). Only seems
Synching Zoho Calendar in my Outlook App on iOS
Hi there, I can't find any latest information for synching my Zoho Calendar on our Outlook App. I can sync my mail via IMAPs cannot find a way of adding the calendar. Please can you point me to any forums if this topic has been addressed. thank you!
Zoho CDM Sync w/ Campaigns
I can't get Campaigns to sync with Zoho CRM. Under Contacts > Sync, Zoho CRM has a grey dot in its box that says "Accounts not associated", however if I click to "Associate New Account" I get an error that states "Organization is already integrated".
Expand Description Field
Can you allow the Description Field in Create Company to expand so more text can be added?
How can I delete a record from CRM and at the same time from Creator?
I have created a custom sync (lets say) between zoho crm and creator with deluge. When I add a new record in CRM Contacts then this Contact is added in a Zoho Creator Report. I also keep the Creator ID in CRM record so when I make any change to this CRM
Status Feed & Documents
I thought when we started using Zoho Projects about 4 years ago that when we used to post an attachment to the Project Status Feed it used to save it in Documents. Did that never happen and I'm just misremembering? Or is that a change that came with the
Products added in Zoho Inventory are not showing in ZohoCRM, on ZohoONE?
Any ideas where i'm going wrong? I am adding products into zoho inventory but they arent showing in my zohoCRM?
Zoho Flow - Zoho Forms: File link from Google Sheets
Hi, I created a very simple flow between Zoho Forms and Google Sheets, where the form information is placed in a spreadsheet. In the form there is a field for attachments, where once the response is sent, a direct link is generated which can be seen when
Hourly Billing in Zoho CRM Deals, Books, and Projects?
We bill on an hourly basis and need that time added into a client's invoice in Books. A client might have multiple deals open with us that we are working on, and billing separately, and thus need separate invoices for each. The functionality of Projects
Custom Module
Hello! Our organization needs a module exactly like Purchase Requests but for the approval of incoming invoices before they're paid by accounting [we don't have Zoho Books yet]. Is it possible to create a module by duplicating Purchase Requests and changing
Problem in updating Contacts in CRM with CSV import
Hi, I have some contact I would like to update. I've created a simple coma-separated csv. and I mapped those Record ID,name,field_to_update zcrm_5373870000007081001,jean,true File looks fine in excel and in notepad. My problem is, it doesn't update the
Connected pipeline - Deal handover back to original pipeline
Some times we need to track a sub-pipeline separately. For example: We can shift the deal from one pipeline to another when it reaches a specific stage in current pipeline. This is achieved currently through ' connected pipeline'. But once the deal goes
How can I search and choose specific Creator reports and show them in a popup in CRM
I have a Cruises report in Creator. I want to have a button in CRM where i can search through these cruises while I edit a page in CRM. I also have to choose one of the cruises which data gets automatically filled into the corresponding fields in CRM.
what is the file and data storage limit in Zoho CRM?
I just want to upgrade to paid version of Zoho CRM, but now I see an upselling offer for file storage and data storage add on like this I have some questions, because it seems that there is file and data storage limit in Zoho CRM 1. what is the the difference
Exciting enhancements for the Canvas Builder!
Hello Users! We're excited to announce the latest enhancements to Zoho CRM's Canvas Builder, taking your customization experience to new heights. Discover the following feature upgrades and improvements, designed to empower you with even more flexibility
Error 504 in Zapier, when trying to update an existing record in Zoho CRM
Hello, today and for any reason a Zap in Zapier stopped working. I am updating an existing record in Zoho CRM (Invoices) in a Zapier step that is now causing the issue. The error is: 504 Gateway Time-out. I already re-connected the Zoho CRM account and
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