How to edit a Note inside a Notebook?
Hi gang, 1. How to edit a Note inside a Notebook? It ought to be the most basic, simple and intuitive thing to find out how to edit the content in a Note inside a Notebook, however I can't seem to figure that out nor do I see it described in the Knowledge
Zoho is not MIME-decoding filenames of attachments containing international characters
We are trying to use Zoho incoming email to form functionality and it works, but when customers attach files that contain international characters (letters with accents, etc.) then Microsoft Outlook has MIME-encoded the names of these files. Zoho totally
Desk is very lagged
In the last few weeks, we've noticed Desk is very slow. It takes long times to load and send out intformation, such as an email or when we update a ticket property. It is slowing down our processes. Any help is appreciated.
Unable to process request, please try again later?
Hi, I am trying to add external email addresses to my "from address" section, and although i have added a few successfully, there is one specific address for some reason I cannot add. I have tried adding other emails and they were successful, it seems like it is a problem with this specific address.
Zoho Desk Forms, what if fields?
In Zoho Desk, when creating forms can you have fields "appear" when options are selected from a dropdown? For Example, we have a list of companies that we support on a dropdown. One company has a list of locations. Instead of listing those locations for
Creator Development: Import JSON data into a map
1. I have created a function that fetches data from Bouncie's API (3rd party GPS Tracking service) and has that data in a JSON. I need a way to import that data into a map so that the location coordinates can be used to mark multiple pins on the map dynamically.
Composite Items - for Services
I know there is a feature of Composite Item that's close but does not meet our needs. We need the ability to have a group of services displayed in Estimates and Invoices with a total. That means, not including a price for each item. The group of services
Informe de ganancias de mis ventas
Estoy probando zoho inventory y zoho book para ver si migro de mi sistema actual a este, pero revisando los informes no veo un informe que me de el resultado de las ganancias de mis ventas que seria el monto total de mis ventas menos el costo de mis productos
call in users to meeting are not able to be heard
When users are calling into a meeting @ 408-469-4614, the call in users cannot be heard. This is setup as a meeting.
Adding product filter
Hello Trying to add a category product filter, but does not seem to be working / can't get it to work as I would expect. What (I think) should happen: Set up the category filter. Settings -> Product Filter -> Add a new filter -> and I've added a filter
Problem to publish approval flow in STG - Urgent
Hi, I'm having trouble testing an approval flow. Under the same conditions in the DEV environment, the flow runs correctly. However, in the STG environment the expected behavior is not generated. Publishing the changes to STG starts the process. But the
IMAP sync when migrating from ProtonMail is terribly slow
I am using imapsync to copy messages from ProtonMail to Zoho. The messages are all downloaded on my computer via ProtonMailBridge but they're being uploaded to Zoho at a dismal speed - 12 KiB/s at the moment. I have a high speed optical internet 80 MiB/s
Billing Activities Templates for Timesheets (Projects/People/Books)
I have to use published LEDES billing codes for "billable activities" for legal services for my privately retained matters. I also have to use a different list of state approved billing activities for court appointed cases. I need these activities present
how to add negative opening balance (advance) of a customer
please tell me how to add negative opening balance (advance) of a customer?
Zoho Inventory plan - We don't use order function and only use sync Inventory.
Zoho Inventory plan - We don't use order function and only use sync Inventory with Shopify and Etsy then how much does it cost?
Tracking Item in 2 Unit Types
We sell slabs that are individually measured and billed. Currently, we track inventory on a Square Feet basis. We would like some way of also tracking the number of slabs being sold alongside individual measurements. Would it be possible to achieve this
Auto-allocate payment to several invoices?
1) A customer have several unpaid invoices 2) The customer make one big payment, enough to cover several, but not all, of the invoices Is there a way that we can set up so this payment is AUTOMATICALLY allocated to the invoices. Like allocate it to oldes unpaid invoices. I know this can be done manually, but it would be extremely helpfull if the allocation could be done autmatically. Any help or suggestion of alternative ways ware wellcome :-)
Track a product that varies per item
I am trying to use Zoho inventory to track my inventory of fabric. Each item I have varies. In one pattern and color I may have 6 pieces that are all a different size. Is there a way to configure the inventory to allow me to add the pattern and color
Print address labels for sending shipments
Hi, Let me know how to print address labels while sending shipments in books/inventory. Currently we are dependent on third party software.
ZohoBooks - "Account transactions" report doesn't have any "Desciptions"
Hi, I'd like to push for this to be included in ZohoBooks: In a "account transactions" report all the numbers are right, but I'd really like to see the "Description" as part of this report, i.e. the line-item-description as I would see it in the bank statement. Essentially all you see is a list of numbers adding up to the total. It is very difficult to see if things are right without being able to see what exactly each transaction refers to. Going into each transaction one-by-one is not a workable
Call logging
If I initiate a call from the app on my iphone, the call is logged as per the settings. However, if I initiate the call from the ipad app which triggers the iphone to make the call, it is not logged. All options in settings are correct. Is this expected
fetch record ID and generate URL
I wonder if anyone can help I've created a form that on submit sends an email to a specific user but I want the email to contain a url to record that was just created. For this to work I need to fetch the record ID and generate a url including it. Is that possible? Thanks, Paul.
Credit card late fee credited
We received a credit on our company credit card for a late fee that was incorrectly charged to us last month. I recorded the late fee last month but now I need to record the credit. How do I do that?
Adding User Profile Picture to Documents
Is there a way to add a user's profile picture to documents using "#" including in Forms?
Return failed HTTP status from incoming webhook
We want to be able to intentionally fail an Incoming Webhook request if something goes wrong in our code. This is important because then the system making the request can then retry it later. How can I return an HTTP 400 or 500 from our Incoming Webhook
E-Mails not sending over WiFi
Hi, Does anybody know why emails are being sent via LTE/4G but not when connected via WiFi? I am using ios11 on an iPhone 7 and have set up Zoho in the native email account. Cheers, Sascha
Zoho account doesn't receive the E-Mails from Gmail.
Hi, I've tried to send from different third party E-Mails to my Zoho domain E-Mail. I don't receive any E-mails from Gmail. Other sender/servers seems to work normal. No spam. In Gmail account I have no reply or error report. E-Mail is just sent. MX records were made 2 years ago and I have some old gmail e-mails in my Inbox. So it worked normally before. Results from MX Toolbox lookup are attached. Please help to solve the issue.
Discount issue
Hi there, We are facing a problem with discount, as we locked the selling price for our salesman (they can not change any sales amount) they are allowed to use discount only. Anyway, in the preferences we already set the discount as Inclusive, but when
Add more data sources
Hello I have an existing data source but need to add several more. I am unable to find the method to do this and my 'data sources' tab looks nothing like the documentation (see screen shot). Thanks!
Multi-Select Lookup Assignment
Hi Everyone, I am having an issue that I've racked my brown around for a few days but can't come up with a solution. Let's say I have a Client module and another module called Enrollments. I have a multi-select lookup set up so that I can assign many
Free Webinar: Ensuring business continuity with Zoho WorkDrive
Hello everyone! We invite you all to our upcoming webinar: Ensuring business continuity with Zoho WorkDrive. Are you looking for ways to build a unified file system for your business and streamline information processes across your applications? Join
チャットボットの設定していないタイミングで表示されるフォームについて
サイト上でチャットボットとチャットをしている際に、
チャットボットの会話フローで設定していないタイミングで
名前やメールアドレスを聞くフォームがチャットウィジェットに表示されました。
こちら、色々と設定を試した結果
ブランドの「フロー管理」のページにあるフォームの項目を必須にしている場合に、
チャットウィジェットにこの必須にしている項目が表示されることが分かりました。
そのため、解決策としては、
こちらのフォームの項目の必須を解除することで表示されなくなりました。
何かの参考になれば幸
Zoho Creator - [Free Webinar] Creator Tech Connect - Handling Deluge and Cloud functions in Creator - Session 2
Hello Everyone! Gear up for our next session in Creator Tech Connect Series! About Creator Tech Connect Series Creator's tech connect series would comprise of pure technical sessions in which we delve deep into key essentials and technical nuances while
What's New in Zoho Cliq (May & June 2023)
Hey everyone! As we enter the second half of 2023, we are excited to showcase some of the newest features and updates that we rolled out for Cliq in the last two months (May and June): Assign Cliq's paid licenses to specific users: When faced with a scenario
Recuring task
Why task showing like this? I want when I complete the task then next one to show with missed date task only
Mail down again from Australia
See attachement
I need Zoho mail for my client what process ?
I need Zoho mail for my client what process ? For my client spa i need 5 email ids .
Urgente
durante o processo de configuração houve uma mesclagem indesejada com uma conta de usuário, meu superusuário vinculou uma conta de cliente e agora não consigo remover o link, somos uma empresa de consultoria e nosso superusuário não pode ter uma caixa
Adding Static Thresholds per Month in Chart
Hey guys, I have a question about some functionality that I'm sure is possible but I can't figure out. I have created a bar chart showing the revenue generated by all deals across all months in 2023. It currently looks like this: We currently have monthly
Unable to access Admin console/cpanel
Hey guys, I setup zoho account to point my company email to it. I saw the admin console at some point and was able to interact with it at the time. About a day after that time, I couldn't even access the admin console again. I wonder where the link has
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