Upgrade/downgrade subscription
we are currently on the free subscription for Zoho Books. If I upgrade to the Standard subscripition can I then downgrade to the free subscription at some future time?
Campaigns (Backstage) Contact Data
Hi, I am trying to capture the field (Service Status) within the related contacts module within the Campaigns module - which is setup within the CRM, in particular the template for Zoho Backstage - whereby when a ticket is purchased, or a customer checks
GST Instalment Payments
Hello, As a Canadian business, I must remit quarterly instalments to the tax authority of my GST collections from customer sales over the period. Should I create an expense or current asset account called "GST Instalments" and use this to credit my yearly
Layout option for orders, invoices and purchase orders
Hi All, I've been using zoho invoice for years now and my inventory management + purchase orders are made through my own excel files. Now it's time to find a new solution. I was hoping to do this all through Zoho inventory because of the best UI there
Cities appear in the wrong countries
Hi, I have a small problem/question. I'm making a graph to show the cities where parcels are shipped to, but the problem is that South Africa have a lot of names that also appear in other countries in the world and it selects them over South Africa. Does
Anyone else experiencing broken RBC Canada bank feed ???
Hi all, It's been 2 solid weeks now (Sept. 29th) that the RBC Canada bank feed stopped working in Zoho books. Despite 2 support chats assuring me that the matter was forwarded to the 3rd-party handling company (Yoodle??), nothing happened and it becomes
Iconos en Botones de Informes
Hola. A modo de sugerencia para futuras actualizaciones de Zoho Creator (a no ser que ya se pueda y no sé como hacerlo), sería muy interesante que en los BOTONES que podemos crear en un INFORME, en vez de mostrarse un texto identificativo pudiéramos poner
ICONOS Y MAS EN BOTONES
Hola. A modo de sugerencia para futuras actualizaciones de Zoho Creator (a no ser que ya se pueda y no sé como hacerlo), sería muy interesante que en los BOTONES que podemos crear en un INFORME, en vez de mostrarse un texto identificativo pudiéramos poner
Zoho Books - Deferred Income
I work with a client who delivers professional qualifications. The accounting for this is complicated and involves either invoicing in full and then treating this as deferred income OR setting up Direct Debits for staged payments. For the deferred income
Problem adding a phone number to a contact
Hi, I am unable to add a valid Australian phone number to a contact via the contacts page (Edit Contact Details.) I can add it via a phone that syncs with msync. The problem is that I can't then edit the contact via the contact page as it says "Invalid Phone Number "+61 415 XXX XXX" specified" What is the problem and how do we fix it?
Signature images can be removed post-signing
It does not appear that Zoho Sign 'flattens' the PDF to embed the signature image into documents as post-signing it is possible to remove the signature image and re-save the file. This is a huge red-flag. DocuSign embeds their signature image into the
Swap Routing Emails Through Zoho Instead of Microsoft 365
Hello, right now I am using Zoho One with Zoho Team Inbox but routing emails (also using sign in) through Microsoft Office 365. I am thinking about leaving office 365 and using only Zoho One. Can I route emails through Zoho Mail or other Zoho Apps, are
MX Records take ages to verify.
It has been at least a half day since I had this problem, and it still exists. I tried removing and re-inserting them once, but it was ineffective. I've now decided to leave them as is. Even Zoho Toolbox's DNS records are visible to me on other webs
Wait Condition with specific link, not just any link
Hello, Is there some way to setup a wait/condition combination so that the "true" path will only execute if some specific set of links is chosen? I've seen the "Reply" option of an email, but this has no time delay component, and it only handles what
Creating a graph showing monthly changes of a field / Track changes in currency field
Hello, is it possible to track changes to a currency field? I'd like to create a graph showing monthly changes of a currency field. I.e.: - Last day of March 2023: 1.000 € - Last day of April 2023: 1.500 € - Last day of May 2023: 2.500 € .... Thank
Update Item Purchase Rate with last Purchase Bill price
Hi everyone. I need to keep track of my "most recent cost" or "last cost" per item, so I can establish Sales Prices based on cost. Has someone created a workflow/custom function to accomplish this? Can someone guide me to a workaround? Our business is
CRM Linked for works via email send but not customer button??
Hi, I am trying to creat a custom button that prepopulates my CRM record info in it when its opened for a related list linked job survey form. It currently works flawlessly when sending the linked form through the internal CRM email form link button (see
Edit group prefic
I am unable to edit or add prefixes when creating or editing groups. Is that an enterprise-only feature?
How to open record template in a new tab
Greetings i have a report that i want to add a report action to to open record template of the desired record in a new tab (or popup window), is there a way to do that? thanks
When printing Chart of Accounts, several lines are being dropped at page breaks...
I am still in the process of setting up the Chart of Accounts specific to my needs. I have noticed that when I sort the Chart of Accounts such that there are sub-accounts at or near a page break, several accounts are dopped completely from the report.
ZOHO BOOKS AND ZOHO CRM CONTACTS INTEGRATION
I am having some problems with the contacts integration between CRM and Books. The main issue is that the integration seems to happen only with the customers and not with the vendor. Am I right? Thanks, Renato
Zobot should answer queries with help of blogs published on the website
I am building a chatbot. We are using Zobot with answerbot to get queries not mentioned in the options. Currently we are trying to convert our blogs in articles and then uploading them here on resources, so that answerbot can use them. Maintaining both
Composite Items need to be able to total all parts to the sell price as you add them
The composite item functionality must total all parts and add it to the price (rate) of the item when you build an item, or it is really limited on its usefulness. The fact that you can build a kit is great, but not having that kit subtotal itself really
API v2 If-Modified-Since not working
Hi, I'm using the below connection string with a REST connector to GET data url=https://www.zohoapis.com/crm/v2/Projects ;timeout=30;method=GET;autoDetectResponseType=true;keyGenerationStrategy=0 ;authSchema=basic;skipServerCertificateValidation=false;useCertificate=No
Adding marker to timeline on graph
Hi, Is it currently possible to add a marker to a graph? eg tracking (y) over time and an anomalous spike occurs it would be great to be able to add a marker at this point and a note detailing a related event. Cheers, James
Error: self signed certificate in certificate chain, Node.js Mail Sender
I am developing node js application through which I am trying to send mail from (localhost:3000), but I am getting error, please help on how do I send mail using node js nodemailer and zoho smtp ( I have created Application specific password using below link https://www.zoho.com/mail/help/adminconsole/two-factor-authentication.html#alink5 ) I am using nodemailer Here is the code, how I am creating transporter object const nodemailer = require('nodemailer'); const transporter = nodemailer.createTransport({
Build Your Own Online Storefront With Zoho Commerce
Zoho Commerce is a powerful and cost-efficient e-commerce software solution for small or medium businesses that offer a robust platform for all e-commerce functions. It can be used for website creation, online sales and order management, product management,
Spotlight series #15: Position slide elements precisely with grids, guides, and objects
Hello everyone, The features in the spotlight this month are Grids, Guides, and Objects. A perfectly designed presentation consists of concise content, apt visual elements, and a consistent layout. While the content is tailored according to your audience,
Video sound is muted when using autoplay
xin chào, tôi sử dụng chức năng tự động phát cho video được chèn vào khung nội tuyến như mã bên dưới. <iframe src=" https://workdrive.zohoexternal.com/embed/[my_id]?>?toolbar=false&appearance=light&themecolor=green& autoplay=true " scrolling="no" frameborder="0"
Unusual activity detected from this IP. Please try again after some time. What should I do now?
Unusual activity detected from this IP. Please try again after some time. Kindly solve this issues
Announcement: Unused formula fields are no longer computed
Dear All, We hope you're well! We are here with a quick announcement about formula fields. Previous behavior: If you remove an active formula field from your layout, it will be moved under the unused fields tray. Although, you cannot see the removed formula
Zobot for Facebook, Instagram, and WhatsApp is live now!
Hi everyone, We have an exciting news for all Zoho SalesIQ users! Yes, the much-anticipated 'Zobot for IM channels' is now live, and it's better than ever. Zobot can now assist visitors on your instant messaging (IM) channels, such as Facebook, Instagram,
Ebay integration now showing up?
Hello, I am trying out the trial for Zoho Inventory in Australia. When I go to marketplace in integrations the only integration that comes up is Etsy, how do I integrate to Ebay? Thanks.
What has happened to exclude contacts option in Campaigns?
Until very recently, we were able to exclude contacts from campaigns - see picture from our learn documentation 👇 This option is no longer there: Use case is when someone registers for an event there is a workflow where they are tagged for the event
Spam being hacked into Lead Table
I am using the hosted CRM service, and like many others had been getting constant bot-generated spam through my Web-to-Lead form. So I added some "anti-spam" checking of the messages (looking for keywords and for url links etc..) But I'm still getting spam messages and so after doing some more testing and debugging I have come to the conclusion that these messages are NOT coming through my Web-to-Lead form -- they don't have the extra formatting etc.. that I use to with legitimate messages. How are
Zoho products not talking to each other
Team We have both zoho books and zoho commerce subscription. When there is unused credit it the customer name, natural expectation is that it should be reflected in zoho commerce, when the customer places the next order. Unfortunately this is not the
Bigin's Integration with Zoho Books- Webinar!
Hello Biginners, We kickstarted "Bigin Masterclass" series last month and covered the latest features of Bigin. To keep the momentum going, we are ready with our next session on Bigin's integration with Zoho Books. The webinar is scheduled for 31st May
Missing Parameter
My Problem is Display in Image Please help me about it my authorization token is working successfully.
custom field to count open tasks
Hi there. is there a way to have a customized field to count how many open tasks this lead/opportunity has? detail: this field start with 0, when you creat a new open task, and save, then this field become 1, if you complete the task, it become 0 ag
Is there a way to lock Kanban as the only view?
I don't want employees changing to list view etc. I want to lock Kanban view and not have any other option. Can this be done?
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