How do I remove the "This organizatrion was upgraded to Zoho Books" banner at the top ?
There's a yellow banner that says my org was upgraded to Zoho Books (it came from Zoho Invoice) with a link that allows to go back to Zoho Invoice and lose A LOT of data without any confirmation (don't ask me how I fouund out). How do I remove this banner
Need to know about Plugin(Add on and Add off Feature) in Saas Application
Hi Team, I hope you are all doing good. I have some concern and need some ideas about Plugin Concept to involve in Saas application. I hope Zoho Hrms product are based on Saas. I like to ask some question regarding this matter. 1. Based on Client Requirement,
Trying to install Zoho Assist on Debian Machine
Hello! I am trying to install Zoho assist on a Debian machine. I have done this successfully on other remote machines, but only today ran into issues: uname -a Linux raspberry 5.10.0-15-amd64 #1 SMP Debian 5.10.120-1 (2022-06-09) x86_64 GNU/Linux Steps:
dates not working in Zoho CRM
My team and I use the latest version of Google Chrome and all use the Zoho one Enterprise Edition. We've noticed in the last week that dates have become unusable within Zoho CRM in Chrome. When looking at a list of leads for example the last activity
Aggregate function to count current month leads.
count_if(date(("Join Leads & Opportunity"."Leads.Time")) = 'current month')
How to get data based on current month using queries
My time field has date and time both. SELECT count("Id") FROM "Leads" where "Time" = month(now())
Flows being Quequed for 45 minutes to 1 hour plus
Is there an issue with Flow? My flows have been in quequed start for 45 minutes to 1 hour+. It seems to have started around 6/16/2023 6:30am EST.
I sent a curl GET request using temporary development API token but did not work
Hi I gave this curl https://sign.zoho.com/api/v1/fieldtypes -H "Authorization:Zoho-oauthtoken xxxxxx" The response was: {"code":9041,"message":"Invalid Oauth token","status":"failure"} The token was the development temporary oauth token (given well within
Zoho Forms : au-delà de la collecte des données
Il est reconnu que les formulaires en ligne sont depuis longtemps des outils efficaces pour la collecte de données. Leur potentiel ne se limite toutefois pas à cela. Les organisations, peu importe leur taille, ont tendance à intégrer le processus d'approbation
554 5.2.3 MailPolicy violation Error delivering to mailboxes
I am using the SendGrid API to send me email through my contact form, there are no problems when I get them to my Gmail account, but when I try to get them to my Zoho email account, I get the following error: 554 5.2.3 MailPolicy violation Error delivering
Zoho books Documents API ?
Hello everyone, I am trying to get information on the documents using deluge so i can automatically class them in folders once a week. So i start by looking into using zoho.books.getRecords("documents","orgid"); This returns me a list but my issue with
New Features rolled out on Jun 15, 2023
Advanced Analytics for ShipStation We are happy to announce the release of Advanced Analytics connector for ShipStation. The connector comes with 50+ hand-picked reports and dashboards that provide deep insight into your order and shipping management
Incorrect api field should not pass in REST
I have a POST request to create a new record in CRM (custom) module. when using a non-existent api field in the body of the request, I'd expect the REST call to fail with a 400 & a corresponding error message. the request, however, gets through and the
Mail to Hotmail still being blocked but ONLY from Zoho
I've sent email to the blocked address from a Gmail account and the emails are delivered OK, it is only the zoho emails that get blocked. I have been sending and receiving emails from the hotmail addresses for years. Why has this just started to happen? Is anyone looking into this problem. I'd be really sad to have to leave Zoho over this as I really like the service that you offer, but honestly what alternative is there when you are not able to send email to your friends? I came to Zoho to get away
Bulk closing or status of job
It would be great if there was a way to bulk close or change status of jobs. Closing each job individually is time consuming. That should be in the next update or feature
One Drive Integration - Attachments and Filters - Authenticating your account
Hello everyone! Greetings from Zoho Mail team. Zoho Mail provides integrations with multiple platforms and cloud storage accounts to assist users using different services to easily use their mail related actions with those applications. On a similar note, Zoho Mail also provides integration with Microsoft OneDrive to enable users to attach files from OneDrive or add the files they receive via email to OneDrive. Our integration also allows the users to configure OneDrive in the Filter actions to
Dynamic Dropdowns?
Hello Zoho Gods and Goddesses!! Can someone please let me know if the possibility exists to simply create dynamic dropdown lists in Forms. I'm pretty certain it can be done in Creator, but I have virtually ZERO coding knowledge. I am developing a form
My open Task
My open task showing last task first how to correct it to show latest first?
Using Multi-Select Lookup Fields from Zoho CRM not loading
Is it possible to fetch the data from a Zoho CRM multi-select Lookup field using Zoho Flow? I have two modules: - Courses (based on the Products module) - Students (Custom Module 2) And a linking Module Enrolments (linking students with courses). I am
How would you create a report that shows last week's Deal Stages to Now Deal Stages?
This is not achievable with CRM Reports. It might be possible in Analytics. It looks like it might require hand-coded SQL. I welcome your input and ideas.
Error Code 14 using Function in Zoho Flow
When I try to run the below function I get an error message: zoho code": 14, "message": "The request could not be authenticated as the authentication value you entered is invalid. Enter a valid authentication value and try again Text of function: string
Help with simple segmentation campaign
Hello! I have a simple segmentation campaign for downloading a PDF. At the end of the campaign, I would like the recipients to be divided into two groups: those who have downloaded the PDF and those who haven't. There are two emails, each with a link
ZOHO analytics URL criteria on two tables
I'm trying to publish a dashboard for several companies by scheduling an email and giving them a URL for the dashboard per company. I have one dashboard with a user filter by company drop down on the whole dashboard. The dashboard consists of reports
Missing Debit and Credit Opening Balance for Customers and Vendors.
I have recently started my Migration to Zoho Books from Tally Erp (Apr 23 - Mar 24), I have both Debit as well as Credit Closing balances of Customers in the Previous Financial year (Apr 22 - Mar 23). While Entering the Opening Balance for Customers in
What's new with Bigin Forms?
Hello Everyone, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's Form. We'll go over each one in more detail. 1. Google's reCAPTCHA In Bigin Forms, you can now add Google's reCAPTCHA service to
Deal number of day on stage of a deal
Hi is there a way to see or include when you looking at your pipeline deals how many days that deal is been standing at particular stage that way you can handle this deals quicker. Maybe we can get email alerts reminding you the deals ir number of deals
s/MIME CERTIFICATE ISSUE
DEAR READER, i AM UPLOADING A S/MIME CERTIFICATE ON ZOHO CONTROL PANEL BUT IT ALWAYS SHOW CERTIFICATE LENGTH INVALID. WHAT IS ACTUAL FORMAT OF S/MIME CERTIFICATE PLEASE DO LET US KNOW , ITS URGENT. REGARDS, JIBRAN RUFI
Create CRM Task when Zoho Books Invoice has been paid
I need to create a task in Zoho CRM module relating to a Deal when a Zoho Books Invoice, also relating to same Deal is paid. I think Zoho Flow is the way to go but can't find a field in Zoho Books to use to create task in relevant deal. Can this be
Bounce email
While setting up CNAME we have to create a host name (example form.domain.com) Actually we don't have any address email like that bounce@form.domain.com Furthermore sender adresss noreply@domain.com is a virtual address, just to send the notification.
use a workflow to change a CRM contact subscription from marketing to non-marketing contact?
use a workflow to change a contact subscription from marketing to no-marketing contact? possible to write a workflow that will change the individual contacts subscription from marketing to no-marketing contact or vice versa? i have one CRM field that
Data Validation - Date Range
I have a table in Zoho Analytics that I manually add records to: UserName - StartDate - EndDate ExampleData: JoeSmith - 1/1/20 - 6/1/20 JoeSmith - 6/1/20 - 1/2/22 JoeSmith - 7/1/20 - 1/2/22 Is there a way to prevent the last entry from being entered/saved
Do you have a Postman collection for Zoho Sign Api that I can download?
Hi I hope to get a Postman collection for Zoho Sign API which I can download. Please let me know here. Thanks
Sales stages selection in Deals (Zoho CRM)
we have defined a number of Sales Stages using the Stage-Probability Mapping functionality. however, when we Create a new Deal, or Edit it, we can see only one stage available in the dropdown. we are not able to see or choose the other stages.
How to initiate a Zoho CRM function from Zoho Flow
I may be asking a stupid question but I have a function in Zoho CRM that I would like to initiate from Zoho CRM (it has a connection I would like to use). I need to pass a string variable along. Is there anyway to have Zoho Flow "click on a button" for
Tip 36: Budget in Zoho Projects
Are costs escalating? Not sure where your money goes? Project Budget puts you in control... It is now easy to identify the tasks/bugs which exceed the planned cost of the project. Planned cost is the product of work hours and rate per hour (rate specified while creating the project budget). Cost variance is the difference between actual and planned cost. If you are in green then the overall cost is within the budget, red means that the actual cost exceeds the planned cost. If you are in red, juggle
Mark SO/PO/Bill/Invoice As Confirmed From That Page
Hello, please reduce the amount of steps to mark SO/PO/Bill/Invoice as confirmed. Why do we have to save and send or save as a draft then go mark as confirmed or sent? We would prefer to mark as confirmed on the SO/PO/Bill/Invoice page. Thank you
Zoho Analytics Pivot Table
We are trying to generate a sale analysis reports for all the customers in Zoho Analytics Format of Report: <Customer Name><Invoice Numbers><Items> But when we are generating the report, we are taking base table as invoices. We can see only customer ID
Zoho Campaign Merge Fields Broken
We noticed that the merge fields code for email templates in Zoho Campaigns has changed to: $[UD:FIRST_NAME||]$ The old $[FNAME|Customer|Guest]$ does not work anymore? We sent out email automation which are using email templates that uses $[FNAME|Customer|Guest]$
Latest updates in Zoho Meeting | New dashboard, live answer in webinar, HD video in meeting, lock meeting, share material view features in the iOS app, and more.
Hello everyone, We’re glad to share a few updates and enhancements in Zoho Meeting, including the new dashboard, live answer in webinar, HD video in meeting, lock meeting, share material view features in the iOS app, and other enhancements that you’ll
Adding contacts in the middle of a workflow?
Is it possible to insert contacts into the middle of a workflow? Example, If I'm transitioning users that are on step 3 of an older workflow, but I want them to finish on my updated workflow where they would start at step 4.
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