Zoho Books Useful Features And Updates 2023
We all have those moments at work with software where you find a very useful feature that can save us a lot of time and effort. So we gathered some of the features in Zoho Books you may not know about and some new updates in Zoho Books! https://www.
admin access issue
Hi team I have admin access but I am not able to assign the course to the new hire, please help on this issue ASAP
Intégration de Zoho Recruit et de WhatsApp
Les professionnels du recrutement recherchent activement des moyens innovants pour rationaliser les processus afin d'établir le contact avec les candidats. L'intégration des applications de messagerie aux systèmes de suivi des candidatures (ATS) transforme
Converting deals to leads
Hi, I know we can do leads and associate it to deals. Has anyone tried converting deals to leads?
Functions does not show in Add Related List
It seems that I cannot see the functions in the "Add Related List" module in the production though I can see it in my Sandbox environment and I am not sure why is that. Can you help me display the Add Related List functions option in the production environment?
Zoho Lists/Subforms
Is there a way to do a sub-form or is there an app, but with a pre-filled list? So clients only need to enter the data? I've got a Lookup field, but its no good if they don't know what to look up. Also, is there a way to do a list, like the Trade Contacts,
Formula of Average
i have a column of permit_number and first_approval_date i need to show the bar report of average count of permit_number per month wise in that what can i do, for example if i need to add a new formula column for the average count of permit_number by
Sales Inbox Completely Not Working
After sending out hundreds of client emails through ZoHo Mail, and after receiving several phone calls that emails have been sent that I have never received.. am I correct in assuming that Sales Inbox is not an option going forward? Why would there not
Automated emails with responce tracking and follow up | CRM
Hi I want to send an email to a small database of contacts (200), embedding their first and last name in the email (already imported). I would like to track their responses as well, and send the custom, one-off reply. If they don't reply for a week I
Description not showing in dashboard
I created a report that has a description and after adding the report to my dashboard, the description is not showing in the dashboard, but in view and edit mode. When I shared the report publicly, the description shows but not when the report is part
Admin Console can't be found, Mail Admin app not working
Nothing is showing up to find the Admin Console while in the browser version of e-mail. Downloaded Admin Console app, logged in...and only getting "Operation not permitted" for everything. Money was already taken out of my account...
Update Notification Post
Hello, I have just signed in today to Zoho Team Inbox and saw there is an update on for example the sidebar. It would be great if you could post it on the forum so we can see all the changes that have been made. Sincerely, Angel
Average based on Distinct Values
I have a table that looks like this: JcId Days 214 4 214 4 210 0 When building a new chart, I want to find out the average days based on the distinct values of the JcId column. How can I achieve this as an aggregate formula? If I just drag the Days to
Docs Not Opening
Since the site was down for maintenance yesterday none of our documents will open. We have a combination of word, excel and pdf all in zoho formats that used to work perfectly now a message comes up to try to restore to a previous version when you attempt to do this it does not allow you to save or export the previous version or do anything with it. Any help would be greatly appreciated.
Overlapping Zoho Apps
I have always loved the idea of Zoho One but always felt the individual apps were lacking but in my most recent assessment, found the apps especially Projects, Cliq and Mail much improved and we've now headed down the path of moving towards a Zoho One
Employee reimbursements & reconciliation
Dear, How to track expenses which are reimbursable and which are reimbursed? Mainly staff expenses. If reimbursed when and how it was reimbursed? This question is applicable for employee salary, annual leave salary, gratuity etc. as well. We are manually
Issue connecting to API on another site
Hello, I'm new to SQL and calling API's - it looks like Zoho Analytics can help me a lot. I'm wanting to import my data from https://convexvalue.com/l The SQL/API documentation can be found here - they have an example JSON query. https://convexvalue.com/docs/#/sql
Showing sub-form records in a approval process
Form A is a purchase order with a sub form containing product items related to Form B. I create a approval process for this Form A. But when I tried to approve the form A others have submitted. I couldn't see the sub form content. It only showed the ID related to the Form B.
Chats to tickets in MS Teams with Zoho Desk
Hi, is it possible directly from MS Teams chats to Zoho Desk tickets creation? I've already created Zoho Desk tab and connector in MS Teams.
Looking for information or solid example
Hi! Hope you guys are doing fine. I want to fetch data from zoho desk but I keep getting CORS issue. Access to XMLHttpRequest at 'https://desk.zoho.eu/api/v1/tickets?orgId=xxxxxxx' from origin 'http://localhost:3000' has been blocked by CORS policy: No
Click to Call: Action Change
Hi, This morning I noticed a different icon/image next to phone numbers in Zoho CRM. It used to be a green bubble. I use the Firefox browser. Not sure if this was a browser change or not. Now it is an outline of a phone. When clicking to call, I had previously set to dial me. Now it wants to launch an application on my desktop to ring out. I prefer my previous set-up of having it call me on my cell.
API problem request
I'm Brazilian and I don't speak English, I'm sorry if the grammar is incorrect. I'm trying to consume Zoho Analytics API to send data to a table. The idea is to make a routine that will be executed every day to send the updated data. But when I try to
Zoho CRMのタブと項目のカスタマイズ：セクションの権限設定可能か？
Zoho CRMにおいて、項目の表示権限を制限し、ユーザーによって入力してほしい項目のみ表示させることができるかと思います。 こちら、セクションにも同様に表示権限を設定することはできますでしょうか？ 例えば、システム管理者の入力項目と営業マンの入力項目をセクションで分け、 営業マンに対し、システム管理者のセクションを非表示にし、営業マンのセクションのみを表示させる等 可能でしょうか？
Tip of the week #25: Subscribe to Holiday Calendars.
Holiday calendars are available region wise by default on Zoho Calendar. You can choose your holiday calendar and subscribe to it. The calendar will be added to your Zoho Calendar and you can keep track of the observed holidays in your region. To subscribe
Changed hosting for domain, Zoho mail stopped working
Hello masters. I have changed my hosting for my domain yesterday. I have changed DNS records of only A point. Now my Zoho mail is stopped working. Please suggest me for a DNS records configuration. Thanks
Can anyone ask Zoho mail app to make multiple accounts in the one screen?
I have multiple email accounts and I have to switch accounts in the menu of Zoho mail app every time, and I always miss emails in the other accounts that not showing in the current screen, why does Zoho make the mail app like this? TRANSLATE with x English
Please investigate - 3rd attempt
Hi, I have tried in the past to get this resolved, but your replies and help hasn't worked so far. I cannot access my Zeptomail account - I just get a blank screen and a 401. Your previous responses from helpdesk saying I don't have an account isn't correct.
Importing AMEX Sub Cards Into Zoho Expense
Hello, my organization is currently trying to transition to Zoho Expense for credit card expense tracking. We have an AMEX account in which there is a primary card holder (CEO) and then secondary/sub card holders (about 6 other employees, we’re a small
Change Reply-To
I can not change the reply-to address using zoho mail for wordpress. I always get the same name and email address of the account configured. I need to change the reply to address in the contact form. How can I do that?
Expected response code 250 but got code "550", with message "550 5.4.6 Unusual sending activity detected. Please try after sometime.
Expected response code 250 but got code "550", with message "550 5.4.6 Unusual sending activity detected. Please try after sometime. <a href=https://www.zoho.com/mail/help/usage-policy.html target=_blank>Learn more.</a> " my email:info@nepalvaluers.
Partial Reimbursement
This is a feature I would hope to see soon. I see that you are working on it but it has been awhile, and I think it is a feature a lot of us need, especially for government agencies where meals are only reimbursable up to the GSA rate. Thank you.
Improve Currency overview in Android App
We're trying to use Zoho Expense for our charity 2givelife.org. On ouf our challenges is that our local employees in each country - eg Tanzania - work in their own currency. Collecting the data works, but the Android App doesn't show the local-currency
QuickBooks Online Integration: Payment Account
When setting up the QuickBooks Online integration you are asked to setup a default payment account. This becomes the payment account for all expenses pushed by Zoho Expense into Quickbooks. However, we have multiple employee credit cards that are being
Saving Filters on Timesheets
Is there a way to save filters on Timesheets so I don't have to re-click them every time I enter my Timesheets page? I would love if my filters are saved for future use, or if i can create a custom view.
Can't login from mail Thunderbird or Windows Mail, can from Zoho Mail App for Android
I emailed support yesterday but haven't heard back. I've tried adding and disabling two-factor. I've tried adding and removing an App Specific Password, logging in at each stage. I followed the credentials precisely in your Thunderbird Guide. After adding
Outlook Actionionable Cards is no longer formatted in Zoho People emails
We have authenticated and integrated Micorosoft Office with Zoho People. We enabled Outlook Actionable Messages. It was working but now the emails are no longer being formatted with buttons and instead appear as regular text emails with a link to approve
zoho crm hourly consultant needed
I have some questions that are pretty simple and I would like to hire someone to answer them immediately. LMK if you are interested and what is your rate for 10minute blocks. Thanks!
Priority Email
Hello, I would like to ask if it is possible that when a user opens a ticket via email he can also set the priority to for example High. We only use the free version of the ticket system. Thanks a lot With kind regards Jamal Al-Jibouri
How to Start Page or Default Page for Customer Portal
Hello, How can I set the Start Landing Page a Zoho Creator App client portal accessed via mobile? I am currently seeing sections. Thank you!@
How to convert number to string in Zoho Flow?
Hello, I am new to Zoho Flow and I have to convert a number value to a string. How can I do this? Thanks for help, Michael
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