Filters Not Working Correctly With Branches
Hello, since I have different branches each with their own expenses, when reconciling transactions in the bank feeds I made sure to select the correct branch and create a filter to automatically recognize future transactions automatic allocation. The
Zoho Backstage for Agencies ?
Hello, I have been exploring the new app Backstage and so far it meets all my requirements to organize events for my own company. We are an agency and we may in the future run events for some of our customers. Like you have Zoho Social for Agencies, are you planning a similar approach for Backstage? Many thanks, Regards, Victor MdS
Zoho Campaigns within Zoho One
Hi there, We're currently using the free trial of Zoho One in order to see if it's worth moving over long-term. However, we need the use of Zoho Campaigns, and we have over 5000 contacts - so we keep receiving the message that we "have exceeded the maximum
Spotlight Series #14: Visualize your data with tables
Hello everyone, When presenting data, it's critical to ensure the information is understandable and meaningful to your audience. Representing data visually is ideal, as it can help audiences comprehend complex information quickly. Tables help organize
Issue logging into headless (GUI less) Linux servers via Unattended Access remote sessions using 'command prompt'
Hi All, is anyone else having issues logging into linux servers using the command prompt remote access? Zoho Support have admitted they made a irreversible change that now prompts for a login prompt. But we still cannot get a command prompt. Root will
Can not change url of custom login
Recently I just changed the name servers of my domain, so I'm aware that my custom login is not reachable, I want to change it adding the proper DNS record but there is no guide for that, the documentation says that in the Mail Admin Panel I can follow
Enhancements in user management: Listing and managing subordinates
Last modified on 14/06/2023: The enhancement for listing and managing subordinates is now available for all Zoho CRM users in all DCs. Dear All, We are thrilled to introduce you to an enhanced user management flow in Zoho CRM which involves listing and
Linking primary form submissions to a second form submission
Let's imagine you have a form that you use to request a minimal amount of data from your users. To collect additional information, you redirect them to another form either automatically or based on a condition. During the course of redirection, you can
How to execute Zoho CRM extension Read only mode function from Zoho inventory for make a work-driver folder?
How to execute Zoho CRM extension Read only mode function from Zoho inventory to make a work-driver folder? if you have any ideas please explain to run.
Some mail user from organization not able to receive email on zoho mail from other websites (Shopify, etc..)
Some of mail user from my organization not able to receive email on zoho mail from other websites like shopify.com but other mail user able to receive. Example: abc@website.com not able receive email from Shopify, but def@website.com able to receive email
Can data between 2 modules be transferred if one of the fields is from a subform?
Hello, I have the following question: if I want to copy some info from a module into a field from a sbform from another module, is it possible to do so? Thanks, Adriana
Zoho CRM Appointments how to get Appointment ID
Hello Zoho Support, I've been trying to create a Function for the Appointments Module but I get the error message: "INVALID_MODULE". I'm using the API Name: "Appointments__s", that I get from: CRM API/API names Here is the Function: AppointmentData =
Getting the text for the questions of a specified survey from API or exported CSV/excel
I have a web app that will crunch the numbers post survey and generate needed files to use later, currently its downloading the completed survey excel file and feeding it to the web app, but I want to make sure what's uploaded is the correct survey, since
Import User from CRM N/A
I'm trying to get our company all onto Zoho mail, but when I go to the Import from CRM screen I get the exact problem described here for one of our users. However, I talked to the user and she says she has deleted the organization. Its for the user h****@4********e.com.
Add support for monospaced or fixed fonts
When adding dev/programming related notes which involved code snippets, it would be good if we can format them using monospaced/fixed fonts..
Issues with Importing zipped email from zoho export
I'm trying to consolidate extra accounts which really just need to be aliases of each other so I'm not paying for unnecessary accounts when I upgrade my Zoho account. I exported the extra account using Zoho, and then imported the zip file as it was produced.
Working with teams
Hi Community, My team mostly depends on the answer of the "experts" to reply to our clients. We now have these experts in a field and whenever the ticket is in their "ownership" we set it in a specific status which is what makes the ticket visible to
What are the image size specs for Zoho Bookings?
I need to know the best image resolution sizing for customizing my booking page and each individual meeting.
Appointment Status will Update Record in CRM
Hi, can someone help me? I need a function in Zoho Bookings that, whatever the appointment status is (like "completed", "rescheduled", "no show", "cancelled") it will update a field in our leads module in the CRM system. For exampled, when an appointment
How to set the focus of the cursor to a paticular field on Load
Hello, Is it possible to set the focus of the cursor to a particular field on load? Thanking anyone in advance. Alan
Merging from a multi-select lookup field
I'm trying to figure out how to merge info into an email utilizing information that comes over in the multi-select lookup field. It doesn't (as far as I can tell) show up as a supported field in the email template I've created. I can merge from a single lookup field, but not multi-select. Please tell me there is a way around this. Thank you.
Customer Loyalty module in Zoho CRM
Hi Team, We have customer loyal programs in my client business process, Is there any modules on customer loyalty or we need to customize that module, if we need to customize that means what is the prerequisites for that? Thanks in advance. Please see
Layers of Discounts in Zoho Commerce / Zoho Inventory
Hello, We use Zoho Commerce as our B2B online portal and Zoho Inventory for our inventory. We have our Franchise as our B2B customers. We sell Automobile Spare Parts. In Commerce, we have already set Individual Spare Parts as Items, The Car company to
Zoho Desk : integration with Facebook Messenger
Hello, When the integration between Zoho Desk and Facebook messenger is planned? Best regards, Christophe
SEO - stop search engines from indexing specific article pages on Help Center
Is it possible to stop search engines from indexing specific articles on Help Center? We have a 'Contact Us' article page on our Help Center which gets a high number of visitors originating from search engine sources. Is it possible to remove specific pages from indexing so customers have to go through the main Help Center pages instead of getting to the 'Contact Us' article directly from a web search?
Error Code 3004: message The Customer field can neither be blank nor be incorrect. Please enter a correct customer
Hello everyone, I am i am trying to use the zoho api to make payment via ttps://books.zoho.com/api/v3/customerpayments? I passed all the parameters needed but i was getting error code: 3004 message "The Customer field can neither be blank nor be incorrect. Please enter a correct customer" Thanks you
Work-around for 5 Tasks Workflow Limit
As a Realtor, I'm trying to keep track of all the tasks needed between offer and closing. I currently have 23 tasks I would like to automatically assign to a Potential when the status is "Under Contract." Since Zoho limits the number of tasks per workflow
Product Management based on Manufacturer
Hello, We are an Automobile Spare Part supply company. We have almost 20 suppliers who are manufacturers of spare part. Cumulatively, we have more than 100,000+ products from our 20 suppliers. The manufacturers release their price list after periodic
Audio placement
I’m a songwriter and I’m using Notebook to capture both lyrics and audio snippets (vocals/guitar/piano). Using the iPhone app, it’s difficult to insert the placement of my recording into the right place (ie a vocal melody for the first line of the chorus).
Update a Deal Stage after a Contact Update from Forms
Hello, I have a business flow I need to configure on Zoho CRM but I'm stuck. I tried workflows (partially successfully) and now I'm trying Flows for the first time (completely stuck). Maybe the experts out there can help me: Business Flow: We will send
Creating Hosted Subscription Page with Trial via API
I am able to successfully create hosted subscription pages via API. However, when I add the parameter "trial_days" and set it to 30, it is not being respected when the hosted page is generated. Is there something else that needs to be set for trial_days
Adding weights for items
Hi all, I'm a new user and am a manufacturer. We sell our products wholesale. We currently use a couple of different couriers that don't integrate with Zoho and a few different box sizes. Currently, I raise the SO, Invoice, Packaging slip etc. in Zoho
Naming Recurring Tasks
Using Zoho PROJECTS, I would like to create monthly recurring tasks for my team, but I have discovered a problem. If the task is renamed, (we rename all tasks because each is unique) the next recurrence shows up with the changed name rather than the original one, which makes it appear as if it is a repeat of the first task rather than a new task. Is there a way to change the title of the current task WITHOUT changing the title of all recurrences? I'm afraid recurring tasks will be useless to us
Where do I find details on version updates for Zoho Commerce
Team I want to know what improvements have been undertaken by zoho commerce development team. Is there a place where I can see the version history updates and the roadmap for future?
invoice number should only increment when going from draft to open status
avoid issues such as: * you make 5 draft invoices * the last invoice is converted to open and sent to customer * the other 4 drafts are deleted -> tax authorities will notice 4 invoice numbers missing.. why? -> difficult discussion
Attach file/document during the transition of Blueprint and send them in email as an attachment
Hi Guys, I hope you are doing well. We use blueprints a lot in our organization, and honestly, it is one of the great features Zoho has. However, we are missing a few pieces in it and I am pretty sure it would be helpful to other users as well. So here
Formula Fields Not Updating After Workflow
I have a workflow that triggers a function to update a certain field. I then have a few formula fields dependent on that field. All formula fields that depend on the updated field from the workflow do not update until I refresh the page. Is this expected
How can I report time grouped by tags or some other method such as searches for task names? (2023)
Summary Neither timesheets in tasks nor Zoho Analytics seem to allow grouping time logged by tags. Background I've been using Zoho Projects as part of Zoho One bundle for several years. I'm quite familiar with the Timesheets and found them useful for
How to combine values from records of a linked module?
Hello, I am having a custom module "Subscriptions". Each subscription has different invoices (module "Invoices") linked to a subscription. And each invoice has a single line field "Subscription_Issues". I want to combine all of these values from all invoices
How to export 4500 contacts?
Good afternoon, tell me, please, how can I unload Contacts and Deals. 4600 contacts and 3077 deal. Can you help me?
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