Customer Experience Workshops are coming to Europe
Hey everyone, After an overwhelming response for our Customer Experience Workshops in the USA and Canada that was concluded in February, we are back again and now, we are coming to EUROPE for the very first time! What can you expect in the workshop? This
CRM formula datecomp
Hi, we are currently using a formula in Zoho crm to calculate query response time. It looks as follows : Datecomp(${Marketplace - leads.First contact date & time},${Marketplace - leads.Creation time}) We want to make it so that the time only counts from
Zoho Creator and Automation platforms
Hi, I have a requirement to move information form Zoho into Monday.com. I have it working great, but any field that contains files (.PDF,JPEG etc) don't show in any of the automation tools I have tried (Zapier,MAKE, ZOHO FLOW). Am i missing something
zoho forms with data validation
hey, i want to use zoho forms as a "code redemption" - element. I have a google sheets with valid codes. Users should be able to type in a code into the form. Form should check if the code is in the sheet. If yes --> positive message, if not ---> error
Reminder: Upgrade to Bigin's latest version by 31st May, 2023!
Hello everyone, We've been absolutely thrilled by the love and support our users have shown to our latest new feature - Team Pipelines. If you've not opted for Team Pipelines yet, now is the perfect time to make the switch. Why should you switch? Because
Default Client in documents
Hi, I wanted to know if it is possible to set a default customer when I manually create a document such as a customer order or invoice? A cashier-type customer that allows me not to enter the customer manually every time.
Different numeration of the documents in Zoho inventory
I wanted to ask if there is a possibility to link the series of document numerators to different users, so that different users use different numerators. For example, vendors in physical stores use a numerator for invoices, while online operators use
Connection between Zoho Creator and CRM impossible
Hello everyone, I am trying to pull contact entries from ZOHO CRM to an application I am trying to build in Creator. Unfortunately, I do not get my entries showing up, I always get "null". Please have a look at my configuration and tell me if I am missing
10 simple e-commerce marketing tips to boost sales
Congratulations! You've finally set up that e-commerce store you've been thinking about for a long time. Hopefully it wasn't too difficult. Even if it was, the effort will be totally worth it when you start seeing some orders come through. Now that the store is live, let's take a look at some marketing tips you can apply for sales growth. 1. Avoid cart abandonment If you've ever shopped online, you might have added a product to the cart but then decided not to purchase it. This is known as cart abandonment.
define automatically expiration date of a quote
hi, how can i define automatically the expiration date of a quote? example: expiration day = Today() + 30 days
Refund Customer
I first recorded revenue as unearned revenue from payment received option because performance obligation not complete under IFRS 15 now I refund the amount to customer what step i do in zoho books
Please help me understand blueprint
Hey everybody no matter how hard I try I cannot get my head around blueprint. All I want to do is to have states I want tasks created and completed in between states as transitions. Example: not qualified Task: phone client auto email: welcome to my company
Not able to send email body
Hi, I have configured the following account with Zoho mail - info@homesanta.com. Whenever I'm sending a mail from the said email id, I'm able to send the full mail but the recipient is not able to view the body of email, they are able to view only the header and subject. I've added the MX records and SPF txt record. Is there anything else needs to be done? Thanks
Zoho Thrive and Zoho CRM integration
Hi, I connected Zoho CRM to my Thrive account, but I do not see any information on how to map the fields. Please advise. Thanks, Jason
Please allow facebook pixel to be added to forms
We use forms to create landing/squeeze pages, right? I don't understand why we are not able to insert FB pixels in them to track the conversions. It just creates bottlenecks having to first figure this out and then not being able to actually do it.
Outlines
IMHO, this is an excellent app which would be a killer app if it included the ability to have outlines with various formats and would permit portions of the outline to be moved easily (using drag and drop).
Unable to receive email from Facebook.
I tried to verify my email with Facebook and it has been months that I still unable to receive email from Facebook. I asked also clicked resend many times. Can you check whether it is from Zoho side or from Facebook side.
Allow use of the 'Tax Payable' account in Manual Journal Entries?
Preventing us from using the 'Tax Payable' account is a real problem. Please open up the Chart of Accounts more!
Migrations from 365 to Zoho-invalid user
I have the domain pointed to zoho and receiving emails and have changed the MX records. I need to migrate my emails over but cant get past the Invalid user in the wizard. I have contacted godaddy and they say is Zohos issue, I talk to zoho and they its
Unlock a "Hired" Candidate
OOPS! Fist time here, an we changed a status to hired instead of sending the offer letter. Now it is locked! Is there a way to UNLOCK them so I can send them the offer letter?
zoho for property management / short term rental , billing
Hello all, I rent a few rooms on short term, so always by the month. For this I have made a own zoho one account. Now I ask how I set up this now fundamentally useful. The process is as follows. I get by standardized email from the mediation platform
Incorrect overdue reminders on Android app
I keep getting an overdue reminder notification on my phone, but there are none actually overdue. Invalid reminder If I tap the notification I'm told there are no reminders, and it's not a filter thing, there are no reminders at all. In the Windows desktop
Zoho Commerce selecting pick up date
Hi guys, We are implementing our websites on zoho commerce and is it possible for customers to select their preferred pick up dates? I can't see the options. For delivery they can choose the dates, but not on pick up.
SMTP blocked: How to unblock SMTP Mail Outgoing blocked due to security reasons.
Waiting four days now! Just wondering how else to get a response from Zoho Support to get outgoing mail unblocked. So far, no precise info on what the concern is; nor what to do to get it unblocked. The referral to Zoho's Mail Usage Policy is next to
"Shopify sales Tax" keep coming up
Hi there, anyone know a solution on "Shopify sales tax" both on shipping area and (GST) area. Shopify order synced to zoho inventory will have this all the time and can not be default to "GST", it can be changed manually, but next order comes with the
Help Center - No ability to scroll on the published Help Center site?
Once updating the very basic settings of the 'Help Center Customization' settings, I changed the header image, some colors and went on with my day- Problem being, there seems to be no ability to scroll vertically throughout the entire site, which makes
Help with Payment Processors
Those who've come over from QuickBooks will know that one of the benefits of that platform was the very large user community that could help with more than just technical questions. One of the things we get asked a lot is for help choosing a payment processor.
Tip of the week: Forecasting options and examples
Zoho Analytics offers a lot of forecasting functions. You can read a detailed help document explaining the forecasting features in Zoho Analytics. In addition to it, we have made a slide show that shows how the different options available when applied
New Fiscal Year
Hi, I just started a new fiscal year and need to do something with my closed business from last year while still keeping the open deals. What is the best way to do this? Thanks!
Unusual activity detected from this IP. Please try again after some time.
User ID: 720338508 We can not create (add) a user email. I got a red message: "Unusual activity detected from this IP. Please try again after some time." What to do?
What’s New in Zoho Books - December 2022
Hello customers, We are approaching the end of the year; we hope it's been productive and fruitful for you. To ease your accounting needs this holiday season, we are back with yet another set of updates and enhancements. Let's take a quick look at what's
Incorrect Format of Home Currency
Hi, I'm using Zoho CRM where my Home Currency is set to Pakistani Rupee - PKR. When I go to General > Company Details > Currencies the format that is being showed is PKR 12,34,567 . Settings for this format are Symbol - PKR, Thousand Separator - Comma,
What's New in Zoho Books - April 2023
Hello, users, As we transition into the second quarter of the year, we wanted to make sure you're up to date on the latest improvements to Zoho Books. We've made some significant updates last month that will help you stay on top of your business finances
Zoho IP Address Blocked by Spamcop
I'm getting this error when sending to some recipients. 4.7.1 Service unavailable; Client host [136.143.188.14] blocked using bl.spamcop.net; Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.14 Please help to rectify asap. Thanks.
Introducing Zoho Sign's integration with OpenAI via Zia
Today, we're excited to announce Zoho Sign's integration with OpenAI via Zia, our AI-powered assistant for businesses. With this integration, you can now get a quick summary of the key details in the agreement or contract before signing. This way you
Emails not deliverable: IP 136.143.188.16 on Suomispam Blacklist
Just noticed that my emails are fully being blocked by yahoo and aol due to this IP being blacklisted. Not sure how many other email domains are blocking zoho email domains, but I’ve sent more test emails to yahoo addresses and they’re just not ever getting
Possible to add multiple "quantities" to an item on an invoice?
I'm wondering if it's possible to put multiple quantity fields on one line item? I hire tech equipment, and I hire it by the day. I'm hiring out 4 speakers for 3 days. Ideally I would like to be able to put in the price for a speaker, and then put "4
Form web prevent redirect
Im creating a web form, and ask me for redirect the lead after sign up, but i dont want to redirect. How can i prevent the redirect?
What's New in Zoho Invoice - Q1 2023
Hello everyone! We're excited to share the latest features and enhancements to Zoho Invoice. With payment gateway integrations, tax-related enhancements, and highly requested feature updates, there's a lot that's new! New Features Apply TDS to Transactions
Need help on reports (Actuals vs Plan)
Hey guys, I need some assistance on a problem im facing. Currently we have our actual numbers for our billable hours and revenue that we generate. We wanna compare this to our planned revenue and billable hours accross 2023. We have added a new dataset
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