New Categorization from Feed
I've noticed the new addition to the UI, where recognized transactions are called out for potential categorization. That is a nice addition. This could be made even better, though. Right now, when one presses the blue Categorize checkmark, all it does
Zoho Projects - Zoho Books Integration Error: Data entered in your CSV/TSV file is not supported by us.
While reviewing the error details between Zoho Books and Zoho Projects I noted three tasks that have errors. None of these tasks have any files associated with them nor where files uploaded to them. What is this error and how do I resolve it? No time
Automatically adding Bank Details in Invoices
Hi all. I am newbie. I just trying to adding an automation to invoices creation. First I created 2 custom fields into invoices ("Banca" that is a list field and "IBAN" that is a text field). Second, I create a Custom Function as below and then a trigger
What's the best way to combine and chart data from two pivot tables?
I have two tables of raw data: "product sales" (raw individual product sales) and "product work" (raw time log entries) I want to create a chart that contains total revenue (sum of all sales) and total cost (sum of all work) on a monthly basis. What is the best way to do this? I can easily create a pivot view for sales and a pivot view for work, but what I want to do is create a view that combines two pivot views. One challenge is that the pivot view cannot be queried by a query table, nor can it
How to fletch data from a subform to use with a webhook?
Hi, I am wanting to use a webhook to send some data over to Flow. We got some standard Module Parameters to send across but also need data from a subform that we are using in Deals. Is there a way to collect the data from the subform and include it as
Zoho Sheet Hot to set Background Image
Is there a way to set a background image on the spread sheet?
Download Email Templates....
We have over 250 email templates in Zoho. Is there anyway we can download all of them so I have them on my computer. During that last outage I needed to send out emails but wasnt able to.
Import data into Zoho Analytics - Part 2
Welcome back! Here's Part 2 of our help documentation series for importing files. In our previous post, Import data into Zoho Analytics - Part 1, we covered importing data from local files [CSV, XLS (Excel), JSON, HTML and XML] In this series let's look
Compare versions
There does not appear to be a way to compare versions of a spreadsheet to see what changes were made. Is this a feature being considered or is it already there and I just missed it?
Javascript error when trying to open or reinstall Cliq app
Hi, Last week i suddenly got the error showing below when trying to open the Windows App: I deinstalled the app and trying to reinstall it, but get the same error message. What can i do to fix this?
Zoho Desk's Instant Messaging | Feature Updates | July'23
Hello All, We are eager to bring you this month's feature updates, where we'll run you through the significant updates in the Instant Messaging module. I hope this info is insightful as you continue using our IM module to enhance your business communication
Confusing merge tag functionality or bug in CRM templates
Hello, In CRM templates I have 2 identical templates. One in the contacts (renamed to parents/carers) module and one in a custom module (named children). In the custom module I can access any field through merge tags from the contacts module. But I cannot
Product Details
Hi there. I wonder if Product Details is un-editable. Since when making monthly reports with the present choices we are not able to get reports of specific qty of priducts shown for the respective invoices. I managed to get report on the product name
Secondary contacts is now supported in Bigin Android mobile app.
Hello All, In Bigin Android mobile app (v1.4.1), we have brought in support for Secondary contacts. It is introduced in the Deals Module as a multi select lookup field. Secondary contact field in Deal Add form: Secondary contact page: Users can now
Is there a way to make a single Organization Report available to everyone?
I have an Organization Report (Office Readiness > Daily Premises Capacity) which I'd like everyone in the company to be able to see (so that they can see who else has booked to come in on a specific day). Obviously most users don't have the Organization
How to convert package items to invoice in books
Hi All, In my sales order there are 45 line items. Out of 45 line items i have received 5 items in my stock. That 5 items, i want to ship to my customer. I will create package of 5 items then i need to create invoice for 5 items. To create invoice i need
Split Tasks Question for Zoho
Hello, I am hoping Zoho can give me some advice on the best way to accomplish something in Zoho Projects. Please see attachment. In Microsoft Project it is possible to split a task into different time periods. This need is common in the construction industry. As far as I can see the closest approximation of being able to split a task in Zoho Projects is to create a recurring task. The challenge with using recurring tasks instead of splits is we don't know in advance how a task needs to be split,
Locking a Product Price once its been added to a Deal
Hi We change our prices regularly. We add products to a Deal (from the Products related list). Deals can take a few weeks to close and invoice raised based on the products unit price. However, if we need to change the price of the product that has already
I can send emails but cannot receive them, emails are still going to my previous inbox.
I am transferring my domain email from Microsoft to Zoho. I have completed all steps shown for set-up, all my status's say complete and verified. So I'm not sure what the issue is. Please advise, our non-profit needs these emails set-up and working asap.
En quoi l'intégration Zoho CRM et Zoho Analytics est-elle un atout pour votre organisation ?
L'analyse CRM avancée, basée sur Zoho Analytics, vous aide à analyser les données CRM et à créer des rapports et des tableaux de bord de business intelligence. Cette intégration permet aux équipes des ventes et du marketing de découper les données afin
Student check-in using Zoho
We are a Mixed Martial Arts gym using Zoho for member management. We need to use the system to check a student in, validate their membership status, and log the time and date of their check-in. Anyone know of a way to easily do this in Zoho?
Generating Commercial Invoices and Packing Slips
The generation of the basic document sets is not difficult from Zoho CRM however a number of our clients requires a full set of documents which can include Proforma Invoices, Commercial Invoices, Delivery Notes, Shipping Notice and Packing Slips . Overtime we have created an environment that allows these documents to be generated. We have a lot of customers shipping from China worldwide so many documents are required. This video only shows the documents being generated rather than how we have achieved
Update required for MS Outlook and Office 365 email integrations
[This announcement is for Zoho CRM users that rely on Microsoft's password-based Basic Authentication method for their active MS Outlook and/or Office 365 email integrations. If you use a different email provider or have already switched to OAuth-based
Count Rollup Issue
i have account module . under which project module is there . project has account lookup and relation is like one account may have multiple projects . i have a field in account where i am automating the existing no of project count under that account
WorkDrive server upgrade incident: Zoho Flow and Deluge user API calls affected in US DC (Issue fixed)
Hello everyone, We recently encountered an API call failure issue in the Zoho Flow and Deluge apps. The details of the issue are as follows: About the Issue The WorkDrive API and WorkDrive Integration tasks in Deluge returned error responses. Zoho Flow
updated note
I have the notes app open on a windows and linux desktop. On the windows desktop I change and save the note. On the ubuntu linux desktop I can see the note and when I open the note it shows me the original unupdated note. The note in the background (the
Difficulties in enabling E invoicing
While trying e-invoicing, i am failing at "push to IRP" stage. It is seeking "Bill From Address" update. While updating the Addresss in Zoho Books/Zoho Inventory - it is asking to update in Locations at Zoho People. While in Zoho People(locations) there
Pull CRM module fields into Desk
Hi, Totally new to Zoho and scripting. Does anyone know a simple way to pull information from a customer module called serial numbers, linked to accounts in CRM into Desk? Seems you can show desk tickets in CRM modules, but can't easily have a field in
Anybody else have problems with keeping up with Zoho Tickets due to closed status?
So many things have fallen through the cracks because of the way Zoho handles tickets. I open a ticket and whether or not the issue is answered immediately or if Zoho has followup questions or requests a meeting, the ticket is closed as soon as they look
Missing Fields
The automatic fields that connect two modules cant be used for functions. I am trying to run a function that will search account notes, if there is no note created in the last 500 days I want it to send an email template I create to the contacts connected
Using TAGs in mobile apps
is it not possible to use tags in mobile apps?
Allow more than 10 hashtag groups + number of posts per hashtag
Hello, I think hashtag groups is a really useful feature, as it allows to recall multiple groups of hashtag depending on the topics in the post. Please take into account the possibility to extend this feature to more than 10 groups. Plus: when choosing
Setting Zoho Desktop email client as my default email
Would like to make Zoho my default email in Windows 10 but it does not show up as a choice under default programs. Any way to do this ? Thanks for your help !!!
Server IP 31.186.226.225 listed as abusive.
trying to send emails and some are getting bounced back, message as follows: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error.
All Note Cards
Is there a way to close all note cards section, or if you add them, the hidden notes must be kept hidden after all, they appear there if someone else tampers with it.
Tracking Event Participation through CRM
Hi there, we are a small governmental agency that organises a lot of events (physical and online). So far, we have handled registrations via Zoho Forms, as this gives us maximum flexibility while being easy to set up for our employees, easy to embed on
Invalid email address
Hi there, While syncing new contacts from zoho CRM to zoho Campaigns, some email addresses are being considered as invalid email address. Can someone please help with this as I need those contacts. Thank you!
I am very dissatisfied with the results of Zoho Books and Zoho Inventory.
I am very dissatisfied with the results of Zoho Books and Zoho Inventory. I have been using it for over a year, with the Zoho One plan and 25 users. I have complained several times because the account balances do not match what the balance sheet report
Daily Time Details
I am really trying to like zPeople, but am struggling getting on board because of the simple things being made complex. First, there is no simple clock-in/clock-out mechanism, facial recognition is required. I like this being a feature, but not mandatory.
Where is Date Conversion Functionality Announcement or Documentation?
I recall recently seeing an announcement about a versatile date conversion function. Please help me locate the documentation and/or announcement of this functionality.
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