Send Mail from sheets using a macro attached to a button
Hi, Request your support to help me with the macro. Functionality needed is to allow the button send mail to the selected email address cell. email content is just needed as a message not attachments attached to it. Regards Divya Panchal.
Get daily time logs (Hours) of user in project.
We need to get daily hours instead of grand total. Is there any way? I'm able to get all time logs of user in current project using GetTimeLogs() method but we want daily timelogs. We are using zoho project C# APIs. Please suggest. Thank you.
Zoho one how many mail boxes ?
How many shared mail boxes are included in team inbox for zoho one?
Aggregate fields are not calculated as configured after custom function update
After updating the list price of a product in a quote via a custom function, the aggregate fields (subtotal, tax, grand total, etc.) are not updated according to the field configuration. In my project the Sub Total field is configured to sum the Amount
Outlook constantly asking for password on iPhone
I have zoho mail IMAP set up on laptop and iPhone. I continually get asked for password on iPhone. If I close the outlook app and reopen, then no password needed and emails update but soon after, I get another request for password on this account. I've
Attachments are not included in forwarded messages
Somehow we can't get attachments to include within forwarded messages. If I forward an email to myself than the attachment is included, but if I send an email to another person than it is not included. Is this an option somewhere?
Audit log in dashboard
Can we have the ability to add the Audit Log to a dashboard? I'd like to see everyone's recent activity when I log into Zoho on the "home" page.
Copy CRM Customisation Programatically
I have seen how to copy the customisation of one CRM to a new account here: https://help.zoho.com/portal/en/community/topic/how-can-i-copy-zoho-crm-to-another-account I was wondering if there is a way to automate this process? Is there a Zoho API we could
Filter exlude person from certain month
Hello, We are tracking the visits of several salespeople on Zoho Analytics in a Pivot Table We use filter to include/exclude persons on this Table. How is it possible to include person X for several months and exclude that person starting from a specific
Refreshing/Syncing Data from Excel Spreadsheet
I have a Vertical CRM with Zoho vAnalytics. I am trying to create reports/dashboards using an Excel spreadsheet as a data source that is updated daily by production employees. I can import the spreadsheet just fine and create a report, but I don't seem
No way to create a template for an individual task?
Am i right in thinking there is no way to add an individual task from a created template? I would have to use a task list template every time instead? The scenario needed is a frequently occuring task is added on an already created board by a project
Workflow Automation - Send email to lead from a Group Email
Hello, is it possible to set up a workflow where an email is sent to a lead from a group email(as in the sender email will be the group email) instead of a user email address? Kind Regards, Ionut
Meetings and Agendas
It would be good if there was some kind of agenda and meeting actions integration. Agenda could simple be an attachment, but then a way of entering actions for individuals that would then show up in that person's to do list would be great. danielduckworth.effortstu
Get custom fields API
Hello, we're integrating with ZohoBooks using APIs, the first step is to setup accounting fields by getting accounts/contacts (as vendors for us) and all other accounting fields as we call them. getting accounts/contacts and some other fields is straightforward
Zoho Mail BackUp
Is daily backup available as a part of a plan or for additional fee? Do attachments included in back up as well? Right now I am using IMAP account. So I always have my emails backed up in the email client. By switching to Zoho hosted mail I'd like to get away with email clients altogether. That's why frequent back up by the host (Zoho) is critical for me. Thanks in advance for your input.
535 Authentication Failed
I have used zoho crm email tab with templates for months to send docs to certain parties, yesterday nothing will send due to the 535 authentication failed, Does anyone know how to remedy this?
Open Tasks only shows 5 per page and no longer 10 per page?
In ZohoCRM, Canvas View. The "Open Tasks" list previously showed 10 items at a time. Now it only shows 5 on a single page. What happened and how do I fix it?
Disable Auto-Generation of Quote Numbers via API
Hi there, I am creating quotes in Zoho books via estimate API and it works good. In my particular case, I need to add dynamic "Quote#" and used parameter "estimate_number" to achieve it. It works fine if and only if the auto-generation is disabled from
Turn off Knowledgebase Article Ratings
Is there a way to turn off the "Helpful?" question at the bottom of knowledgebase articles or at least make them private? I don't want them showing a lot of negative votes if that ends up happening. Is that possible?
How ro Change CAPTCHA from Zoho's one to Google reCAPTCHA
I tried to change the CAPTCHA type of CTA form as attachment(2) from Zoho's one(default type) to my Google reCAPTCHA as attachment(1), but couldn't set the one as attachment(3). Could you pls tell the correct way to set the Google reCAPTCHA from Zoho's
Groups within Groups
Hi! I keep checking back to see if this is enabled. Always dissapointed it isn't. We need this expanded organization capacity: Group within Groups creation to move to this app . Please enable this. Tim
POST or PUT data from CRM to Shopify
I'm trying to write a deluge script to push and out data in Shopify. This is to support a custom product workflow that no app is able to handle. Unfortunately, Zoho Flow also has only very limited Shopify integration and will not provide the solution
How do I track payment to subcontractor with tax withholding?
By our state government law, we are required to withhold 4% from payments to subcontractors who have ITIN instead of SSN or EIN. How can Zoho One help me with this? We already use Zoho Payroll for our employees but getting a new subcontractor with ITIN
How to assign all tasks in a task list to a user, rather than assigning each task one at a time?
If I have a task list that has 30 tasks, is there a faster way to make that entire list of tasks assigned to one user? Right now I'm having to go through each task one at a time and assign each one. This is pretty slow, especially if we want to fire up multiple projects utilizing this task list template.
How to bulk update/mass update more than 1000 records and run workflow rules?
Hello, I am trying to update a certain field in more than 10k records. And there is a workflow rule that is being processed when this field changes its value. But the problem is that Zoho CRM allows only 1000 records to be mass updated and run a related
Sales order Sync not working with eBay
I have opened a ticket and spoke with someone who connected remotely. I recently upgraded my account hoping to get some more automation on processing orders. I connected eBay and had it do a sync, it will fetch items and sync inventory, but the sales
Users, roles and Business Units
Hello, We are moving our organization from MS CRM4 to Zoho, and we would like to reflect the same hierarchy we had in CRM4. This hierarchy was a "tree": 1.- The HQ Business Unit was at the top of the tree 2.- Different Second Level Business Units are
account in zoho crm
Hi everyone, is there anybody can help me? I have a flow in my aplication, so i wanna do a couple step to create a contract. here is my plan; - create an account - add contact for the account - make a deal for related contact can all of these step use
Can only search by first name when doing new invoice
Why when you can search by any name or company when reconciling etc?
When I print an article, why does "about:blank" appear in the bottom left corner?
What settings control "about:blank" appearing in the bottom of an article when printing? How can I change this?
Import subscriptions
Hi, Is there a way to import subscriptions from another company?
[Upcoming Webinar] What's new in Zoho Analytics: Q2 2023
Calling all data enthusiasts! Join us for our upcoming webinar, where our analytics experts unveil the newest features and updates in Zoho Analytics for Q2 2023. With these new additions, you can supercharge your decision-making and take your analytics
Zoho CRM use for tracking workshop attendance
Hi there, I am a new zoho user - I am wanting to use zoho to track workshop attendance. I give workshops and want to use ZOHO CRM to create the workshops and lists of potentials in the workshop. Do I do this as a deal or do I create a product? I tried
New deal with determined stage
Is it possible that when creating a new deal, it must be created in a certain stage, with no option to change the stage by the user?
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain - admin@projexiveng.com
Hello Team, When I try to send mail through ZOHO mail I am getting the following error. "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" Can I get some help on this? Thanks
Creator information to Books custom field
Hello community, I've two surely basic questions for people with more expertise than me, but it's been two days checking forum posts to get a solution without success. Context In our business, we need to qualify/approve all our suppliers before allowing
You Cannot make online payments for this invoice
Why am I receiving this error message when customers attempt to pay their invoices online? I have selected the option to accept payments online for the invoice and have set up my payment gateway (Stripe). Does a client have to use to the portal in order
Plug Sample #4: Improve your customer interacting experience by letting Zobot remember your website visitor name!
Hi Everyone! In our Plug sample series, we have another simple yet efficient plug for your Codeless bot builder. Before that, I have a question. Let's say you go to the same coffee shop everyday for your morning coffee. Wouldn't you be happy if the waiter
Deleting or renaming templates
Re: the Zoho CRM and MS Word plugin. Is there a way to edit, rename, or remove templates uploaded to Zoho CRM? Best, Lindsay Garrison On the verge, incorporated Boston
Display all articles on one page instead of using the previous or next buttons that only show 10 articles?
Hi, As far as I know, I can only edit the html and css of the header and footer. Is there any simple way to edit the html body or are there any settings that you can change to display all of your articles on one page instead of having to use the previous
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