estimate and invoices item line tooo large
Hii there, i have been using the zoho books for the last month and i am looking for help on how to decrease the item line spacing, the spacing between lines is to large, how can i decrease it. thanks sam
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
I cannot send emails off my email with Zoho
554 5.1.8 Email Outgoing Blocked
I'm receiving the error "554 5.1.8 Email Outgoing Blocked" across all my users. May I know the reason for the block and what steps should I take to remove the block?
Sorry, we are unable to process your request. Please try again later. For assistance, contact us at Zoho.
Hi, a user of the CRM is trying to send an email. That's the message she gets "Sorry, we are unable to process your request. Please try again later. For assistance, contact us at Zoho." Everything looks fine from this end. What do we do now? Her email
Creator App not updating record
Hi Everyone I am a grou private practice (Therapist). So far I am loving Zoho One. Here is my issue: I created an app in Creator, for client chart. Previously, we did everything with Google Workspace and are migrating to Zoho One. Previously, the client
Cannot add simple 'Sales Tax' onto items in US version of ZOHO Free.... evaluation reveals a bug laden app and poor customer support.
Trying the Zoho Free edition to see if I like it.... it sucks a$$.... can't even apply sales tax to items in a custom Invoice template.... shows in the template.... does not show in the preview of an actual invoice or the printed invoice itself. I guess
Zoho sucks balls
Trying the Zoho Free edition to see if I like it.... it sucks ass.... can't even apply sales tax to items in a custom Invoice template.... shows in the template.... does not show in the preview of an actual invoice or the printed invoice itself. I guess
Migration of Financial Records from Quickbooks to Zohobooks
I would like to inquire how my financial records can be successfully moved from Quickbooks to Zohoboks.
Square Integration - Stop ZOHO & Square from creating invoices
We use Square to accept all our credit card payments, both invoiced and manually keyed via the online terminal. Some of our customers will pay via an invoice we send them, so a Square payment link on a ZOHO invoice is perfect. But some customers prefer
Correcting Tax Payments
Good morning, I have been hired by a ZohoBooks user to take on their bookkeeping and accounting. One of the things I need to correct is their Tax Liability (Tax Payable) on their Balance Sheet. For the last three years, they have been incorrectly recording
PayPal feed not including "Foreign Transaction Fee"
When our PayPal feed includes a payment converted from a foreign currency, the amount in the feed does not include the Foreign Transaction fee. We don't notice this until the end of the month when the balances don't match between PayPal and Zoho Books.
Shortcuts/ Quick Actions on Zoho CRM mobile app!
Imagine you are rushing to a must-attend meeting and out of nowhere you run into an important client. After having a quick chat, the client wants to schedule a meeting to discuss your products and services. Opening the app, searching for meetings module,
For Cliq guest users, can you customise the from email address, and standard Cliq email templates?
For Cliq guest users can you customise the standard from systemgenerated@mailer.zohochat.com.au address to example admin@mydomain.com and can you customise the standard email templates (including the email template footer) that get sent to new Guests
Time-saving productivity tips: Part 3
In our previous post, we discussed ways to boost your productivity with Zoho Writer. We're excited to introduce three more features that can help you save hours of work and get more done. Read aloud: Introducing the Read Aloud feature in Zoho Writer!
Active noise cancellation
Like in Microsoft Team it would be great if Cliq have active noise cancellation.
Predefined Templates - Zoho Writer
We are currently exploring the features of Zoho Office Integrator, and I have a specific use case that I'm unsure if it can be achieved with the tool. I'd appreciate help in confirming whether the following is possible, and if it is, could you please
Deleting Products used in Quotes/Sales Orders Problem
Hi everyone, So we want to delete 75 products and replace them with products from another vendor and different product code. When trying to delete, I get the following warning: Sorry, you cannot delete the product(s). The product(s) cannot be deleted
Is there any way to select a Zoho CRM Email Template as the Body of a Mail Merge Email?
Currently, I can merge and email documents and it pulls in all the necessary fields in Zoho CRM like I expect. However, when I get the window to send the email, and I choose to send the merged document as an attachment, my only option for the body of
New Mail going to trash folder
All new mail goes directly to my trash folder. I don't know if there is a filter on them that is instructing this action. Is there a way to check the filters on them? Is there a way to delete the filters on some/all the mail? I haven't lost any mail but
Hide Notes in Module-level Permissions
Hello, In settings, is there any way to hide notes for certain profiles under "module-level permissions"? It's currently grayed out. We would be willing to pay to have this function programmed if not.
CRM with production data, Creator app with sandbox. How to test it?
Hello! I have a CRM project with production data in use. I have an app created in Creator. I need to make some major changes in app. So I decided to create sandbox app to make changes and test there before publish. My question is, how can I use non-prod
Not receiving mails
I can send mails and receive replies on that mail from zoho mail inbox. But I'm not receiving a direct mail composed from my gmail account.
Zoho Projects App Timesheet Templates Not Showing Up
Timesheets Templates are visible on the web version but don't show up in the mobile version, do i have a setting wrong?
Why is Zoho CRM Webform using v2 of CAPTCHA instead of v3
We used to use Contact Form 7 on our site with great spam filtering add ons. Since we switched to Zoho CRM Webform which has Captcha v2 we receive at least 3 or 4 spam leads a day. This is then causing our mailing list (which uses the web form) to have
[Webinar] Improve business processes with automated fillable form generation in Zoho Writer: Part 2
Hi, We're excited to announce Zoho Writer's upcoming webinar: Improve business processes with automated fillable form generation in Zoho Writer: Part 2. Discover various real-world business cases where Zoho Writer's fillable forms can help, and answer
[Webinar] Learn to automate fillable form generation and accelerate business processes with Zoho Writer
Hi, We're excited to announce Zoho Writer's upcoming webinar: Learn to automate fillable form generation and accelerate business processes. Discover the steps and advantages of automatically generating fillable forms. This webinar will take place on June
[Webinar] Enhance your productivity with Zoho Writer's Mail Merge
Hi, We're excited to announce Zoho Writer's webinar for the month of April: Enhance your productivity with Mail Merge. Discover Zoho Writer's various document merge capabilities, including merge templates, support for a variety of data sources, and more.
[Webinar] Simplify blogging with Zoho Writer
Hello All, Happy New Year! We're excited to kick off Writer's webinar series for the year with the Simplify blogging with Zoho Writer webinar. This session will show you how Writer makes creating, reviewing, and publishing articles to your blogging sites
Find and Merge Duplicate Deals
I know we have this function for accounts and contacts, but I can't find it for deals, as I would like to avoid having any duplicates. Thanks Moderation update: We are happy to inform you the support for managing duplicates in the Deals and custom modules
Now connect and engage with your LINE chat users right from SalesIQ!
As we widen SalesIQ's feature base to cater to a wider audience, this integration emerged as the best path forward. Happy to introduce the integration of LINE with SalesIQ, our newest addition to the IM channels family on SalesIQ. This channel will allow
Do ZoHo Query Tables support GROUP BY GROUPING SETS?
I am attempting to use the following: GROUP BY GROUPING SETS ( ("Salesperson", DATE_FORMAT("date created", '%Y-%m')), -- Individual month-level data ("Salesperson") -- Rollup for all months ); I have been unable to find a list of supported SQL commands.
I have an Error while Forwarding my Email
Hello, Mail forwarding does not work. I use Outlook and have an email address as support@xxxx.com and set up a forwarding rule to zoho desk (support@xxx.zohodesk.com) (support@xxx.zohodesk.com) I followed all the steps on this article however, when I
無効なメールアドレスにならない方法
Zohoキャンペーンを利用させていただいております。 そこでメールの配信リストを作成するにあたり、10月から突然、5名が無効なメールアドレスに振り分けられることが発生しました。 9月までは、Zoho Campaignsで配信出来ておりました。 Outlookなどの通常のメールでは、その方々とは送受信ができております。 そのため、下記のメールアドレスを無効なメールアドレスにならない方法を教えていただけますでしょうか。 よろしくお願いいたします。
Zoho Books Turkish language support.
Hello, Will Turkish Language support be provided for Zoho Books?
Outlook: duplicate emails in Sent folder
This appears to be recent behavior: When I send a message from Outlook using the Zoho SMTP, I am getting duplicates in my "Sent" folder. After noticing it, I tried sending messages to another of my email address and saw that while I ma getting duplicates
Zoho Sign speed
We have a few fields that need to be filled by customers signing our T&C's on Zoho Sign. The problem is that Zoho Sign skips to the next field very quickly, not letting the user scroll through the document at their own pace. Is there a way to stop this
My Open Tickets View Not Working
Hello! We are seeing that the My Open Tickets view has changed to now include ALL open tickets, not just ones assigned to that agent. Has there been an update recently that would have impacted this functionality? Or is there a bug currently affecting
Appending Data Export not working
I am trying to export data on an hourly basis from Zoho CRM to Zoho Analytics to Zoho dataprep then to a SQL Database. I originally set up the export to Append the data but this deleted all data in my database and only exported the new rows, I then changed
IMAP blocked
Hello, my IMAP access has been blocked after using a VPN. How can I unblock my account?
Zoho Projects - Timer - Rounding Possible?
In Zoho Projects, when I turn on my timer using the timer clock feature, is there a setting to have the feature round the time to the nearest 15 minute increment after the timer has stopped?
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