I do not see "Add bank or credit card"
I have already connected my bank. But I now want to add more account from the same bank. I do not see "Add bank or credit card". See attached screenshot. From a youtube video. I am using the free version.
Kaizen #86 - PHP SDK [Part III]
Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, we will continue the journey of PHP SDK sample codes for Record Operations from last week. Let us delve into a new set of use-cases and expand your horizons with
Form Buttons not working when form is opened in some reports but works when opened in others
We have an "Email Quote" then when opened up in any of our quotes reports it allows you to send or resend an email and lets you customize the message. For some reason this morning none of the buttons within that report work. Including a test button i
Global Filtering - Dashboards
Is there a way to use a global filter that filter multiple components on the analytics dashboard pages? For example, if there was a global date range or user filter, the components would only show statistics for the specified date range or user.
Problem Adding New ACH Bank Information by Customer
Brand new Zoho Books user here, we have just migrated from Wave Accounting. Our clients cannot add their bank information using the secure portal capture. We have tested this ourselves and get the same error. We used this Zoho Books help article to complete
Collect new data from within campaigns
Hello, I created a webform connected to CRM Leads module with these fields - Name, Last name, Email and mobile number. After the user sign up he enters a customer journey from within the Zoho campaign that send automatic "welcome email" with button directing
Entries Made Prior the Opening date is not reflected in the Financial Statments
HI, I made an opening balance on 28/2/2023 that shows the Ending year 2022 in addition to the A/R balances for Jan and Feb 2023 as it was created on Tally accounting System with a QR code that is directly linked to the Ministry of Finance Portal, if I
Priority filter in the help centre contains only default values
Hello, for the standard ticket field "Priority" we do not use the default values (high, medium, low). You are completely free to choose which entries to add to the list.: In the portal, only the default values are displayed, which can then be selected
POP3 service down
Hi, I've been using gmail for ages to fetch the email I have in my Zoho account. This was working fine until about an hour ago. Gmail is now saying that it's getting a "Connection closed" error when connecting to pop.zoho.eu port 995. Anybody else experiencing
Zoho Flow - Help- Typeform to Recruit
Hello! I am trying to make a Zoho Flow in which when the Typeform is completed AND someone indicates they do not have a drivers license, their status is changed to Unqaulified, in the Applications module. I would use the EMail Address in order to reference
Generate URLs that link the form with a CRM contact
Hello, I have a form with which I want to query some data for existing CRM contacts (in a separate module). This data should then be stored in the CRM AND existing data (like contact data) should also be displayed in the form, so that the user can update
Sales Report with all information
I just checked and there are some posts from 4 years back and this report is not available still, I really think this report is very important, the sales report that has all this info: Date . Invoice Number . Customer Name . Amount . Tax % . Tax amount
Add a line item to an expense if criteria are met
Hi, I have a number of banking transactions I'd like to split into two expenses based on text in the description, because a portion is a FX fee applied by the bank. The text in the description is "incl. Foreign Transaction Fee $0.50" and I'd like to add
Sending SharePoint list data to Zoho Desk through Zoho Flow
Hi there, We have a SharePoint list containing a number of fields and we would like to send this list data to Zoho Desk dynamically through Zoho Flow so that when a new list item is added, a ticket is created with the relevant fields populated and when
New APIs in Zoho Projects
We're thrilled to introduce a bunch of new APIs for Zoho Projects. With more powerful features than ever, Zoho Projects considers connectivity a significant factor to evolve, develop, and step up to the next level. API is the way to connect Zoho Projects with different applications. Look out for a complete list of APIs in Zoho Projects. Below is the bird's eye view of what you can do with the newly introduced APIs. Subtasks You might miss noticing that a subtask is nearing its deadline when there
How to assign territory automatically when a deal is created
Hello, In our zoho crm we have enabled territory management (and also run rules) on deals, not accounts. However, I noticed a lot of deals are without territory. May I know if there is a way to assign territory to a deal once the deal is created? Th
Multiple email accounts single user
I have read that zoho allows up to 25 accounts in free account 5 GB space. Is it like 5 gb for every email? for example, if I have 10 email ids, then do zoho allows 50 GB space? Can i operate all from a single window?
Profit & Loss report: Projects
Now that we are able to identify in Vendor Bills a client & active projects, how are we to run a P&L with this data? Currently we are using tagging but going forward we want to run the P&L filtering by Client & Project for the project profit and loss
Unable to change tax with custom function
Hi, In the Global Edition, Zoho Books has not the feature of having taxes related to customers, so I was trying to do a custom function to do so. The idea is to create a custom field in the client and when the sales order is created, check that custom
SKU Automatic generation with alpha-numeric variations
Hi All, I'm trying to generate the sku's automatically in item group. but the problem is the variation in sku's are in last with only numeric value. I want it to be Alphabets as mentioned in image. Kindly please help me out with this issue.
CRM: Copy values of user multiselect to text field
Hello all, We face a challenge in our mobile app. In the Web app it is possible to select multiple users in a multiselect user field. Though, this field is not supported in the mobile app. We need the values of this field to be in the mobile app, not the field itself. It would be OK if we could copy the values of the multiselect user field in a text field using a formula field or a function. As far as we are concerned, this is not possible. Do you know how to copy the values of a multiselect user
Syntax for updating a record "stage" that is in a blueprint
I'm writing a custom function that will update a record's "stage" based on an change to a related parent record. The child records are all active in a predefined Blueprint. When I run the custom function to update the "stage" of the child record, nothing happens. For testing, I disabled the Blueprint on the child records, ran the function, and the "stage" field updated as expected. It seems the Blueprint is preventing my custom function from progressing my child records through the Blueprint stages/states.
Form permalik URL - update to my own domain?
Hello, I created a form a long time ago that has https://forms.zohopublic.eu/... as permalink URL. Newer forms have https://forms.MYDOMAIN.ext as URL. (after I added my domain...). How can I generate a new URL with my domain for my older forms?
Can't Delete or Change Ownership Task within List, but CAN within record
I have a problem / issue within my Tasks view. I’m an administrator with permissions to edit and delete all activities. If I view my tasks in a list, and select a task from the list, a series of buttons appear with "Tags", “Change Owner”, “Delete”, etc. If I try clicking one of those buttons to change or delete the task, it says I don’t have proper authorization. HOWEVER, if I click to edit a record from the list, I can change owner, delete record, whatever I want. I have full permission as expected,
Cannot View Any PDF Notes, "refused to connect" message appears
When using Notebook, I cannot view any of my notes that are PDF's. This "refused to connect" message appears every time. I am on a browser that allows all cookies etc. The docs subdomain being used looks odd too? Any solution for how I can view my PDF
Import attachments limitations
I have exported the attachments from our current Zoho CRM and need to import them into a new, separate Zoho CRM account. However, there's apparently a limit on importing attachments. My attachments file(s) is over 24GB from my other Zoho account. How
Emails not arriving "user unknown"
Hi In my account I host two domains. My friend for which I run "bijaimee.nl" just informed me that here info@xxxxx can't be reached anymore. When trying to send an email to info@xxxxx , the sender receives an error: "550 5.1.1 <info@xxxxx > User unknown".
We are getting an Delivery Status Notification (Failure) while we send any mail.
Currently we are using free plan and we are facing an issue while sending an emails the emails are getting delivery failed, please let us know if there is any issue in our dns records or in any other setup. Kindly help us to get this error resolved. Message
Receiving Emails Hours Later Than Sender Timestamp
Hi Support, Someone informed me at 5pm EST that they emailed me. I ended up receiving that email in my inbox at 8pm EST. Someone informed me at 10pm EST that they emailed me and I have yet to receive the email. My inbox has been working flawlessly and
Stateless Form button of type button triggering validation
I have encountered what seems like a bug with buttons in stateless forms. The button is checking for required fields on the form even though the button is not submitting any data. I would expect a button with type Submit would check for required fields. I would NOT expect a button of type Button to check for required fields. Take the following example: This is a stateless form opened into a popup window from a list view action. Notice the single required field. This form has two buttons. - Submit
Send notification when attachment is added to customer record
Hi! We're currently in the process of implementing a workflow in Zoho Subscriptions. We are already using Books, CRM and Desk as well. The thing I can't seem to find is a way to trigger a customer notification email whenever a file attachment is added
Adding Subforms in Deluge
Hi I'm trying to add new rows in a subform, but keep getting an error. I have posted unfinished code below, and getting an error at: row1 = Suppliers.SupplierParts(); with Suppliers being the form link name, and SupplierParts being the subform link name.
Use of non-Marketing contacts
Hello, I'm trying to figure out how and why I would use the non-Marketing type within Campaigns ? To my understanding, a contact that is present in Campaigns wants to be emailed. Or if (s)he doesn't, (s)he is is marked as unsubscribed. But with Non-Marketing
How to handle accounts?
Hello, I'm client of zoho one and I have zoho mail account who I use for reselling to my client zoho mail. In zoho one it's included a big space for email and I can't use because my support email it's in email workspace. How can I use zoho one for support@mydomain.com
What's wrong with this formula column?
Was wondering if someone could possible look over this and tell me what is wrong with it. Please note that my aim is to have the bonus item, followed by its quantity in brackets, each on a new line, but only if there is a bonus item on that level, sort see what i mean? if("Bonus Item 5"='',if("Bonus Item 4"='',if("Bonus Item 3"='',if("Bonus Item 2"='',concat("Bonus Item 1 (Home-bred animal)",' (',"Bonus Item 1 Quantity",')')),concat("Bonus Item 1 (Home-bred animal)",' (',"Bonus Item 1 Quantity",')',CHAR(10),"Bonus
Rounding values to nearest 500
I have a series of numbers that run from in the tens to the ten thousands. I want to set the following rounding rules: Above 10,000, round to nearest 1,000 Below 10,000 but above 1,000, round to nearest 500 Below 1,000, round to nearest 100 // Work out
Syntax to search for folder name within a specified teamfolder
This works: response = invokeurl [ url :"https://www.zohoapis.com/workdrive/api/v1/teams/" + team_id + "/records?search%5Bname%5D=Acme Ken" type :GET headers:header connection:"workdrive_all" ]; I need to constrain the search to a specific subfolder.
Change Subform to Vertical Layout
When I create a form, the fields are set up vertically. But when I use that form as a subform, it makes them one horizontal line. Is there any way to make the subform appear like it does on the editing page?
Embedding Sheet into Writer
I am trying to publish an area from Zoho Sheet into a Zoho Writer document. The process has worked one time. I have bounced between Chrome and Safari trying to solve. No luck. Please give me some guidance here. thx cld
Adding/removing fields with embedded job listings
Has anyone got the code to work for adding or removing fields on an embedded job listing with Zoho Recruit? I want to remove Country (because it is incorrect and won't let me publish a job without it), Industry and Date Opened. I want to add Closing_Date.
Next Page