Add to Calendar link not working in Google Calendar
Hi I am testing the add to google calendar function to set up a webinar in Zoho meeting and for some reason the link to join the webinar is saving into the "location" field in google calendar. This means when I go to click on it, I am directed to google
Opening Balance in non-Base currency
For Foreign Currency accounts, why must I convert to the Base Currency by hand when I enter the Opening Balance? There's no option for automatic conversion. When I then go to reconcile that account, I find ZB has converted the opening balance back to
How Zoho is Supporting QuickBooks Customers in India
Intuit's QuickBooks has been serving many customers for quite a while. However, it announced its discontinuation from the market on January 31, 2023. The company declared that its products and services would not be available in the country. The company
Import Customs Duty and Shipping Charges should be part of CoGS, not Expenses in PnL
Dear Zoho Team, As per the accounting principles, the import customs duty and shipping charges for goods must be treated as Cost of Goods Sold (CoGS) only. But in Zoho books, when we are creating Bill of Entry, the customs duty + Additional charges is
Update "member status" in CRM campaign
Dear Z Community. Is there any way to automate the field "member status" in CRM Campaigns? I just can see it in reports, but nowhere else (WF rules, Z FLow...)
How can i send html data in email to a customer's ticket using deluge.
Can anyone just help me out from this problem. I want to send an email over a customer's ticket. I want that customer should get the executed html code. But i'm not able to send it. Customer is getting plain text with all html elements. like this:- <div
Sort ideas on last created
Hello, Topics in the community are now sorted on 'last changed'. Would be great if this could be 'last created'. Or add a filter for this. Kind regards, Helen
Lock ideas: lock comments and voting
Hi, Now when you lock a topic in the community, you can only lock the comments. Would be great if you could also lock the voting. Kind regards, Helen
#EVAL! for personal function with "Deluge" in Zoho Sheet
I am trying to use a custom function, in a file that is shared with other users. It doesn't matter how simple the function is, I don't have the value assigned in the "return". Only get "#EVAL!" response. This is one of my functions, the simplest (made
Zoho Books Invoicing Issues
Recently we have noticed customers being charged for multiple months invoices rather than just the current month. For example we had an invoice raised in March to be charged in April which is correct, and then an invoice raised in April to be charged
Spam in Zoho CRM
Team.. Is there any way to track which spam email reports were sent via mass/macro email to my prospects/recipients in Zoho CRM. This is very useful for fixing the subject and body of email templates to avoid spam in the future. Please guide and advice
Exporting the records from the Zoho CRM iOS app to the mobile device
Have you've heard of the idiom 'At your finger tips'? Well this is one example wherein you can quickly export the Lead or Contact records to the mobile device's address book and also as a .vcf file to the mobile device and other apps. Doing so, you can
Power of automation :: Automatically Update Task Dependencies in Zoho Projects Using Custom Functions
If you're working with complex projects in Zoho Projects, you may find that managing task dependencies can be a time-consuming process. Luckily, with the power of custom functions, you can automate the process of updating task dependencies based on certain
Subscription Payment Failed
Our services are using zeptoMail to send trigger emails to our clients. All of our credits are expired now. But when we're trying to buy extra credit, we got payment failed message. What's the matter? What shall I do?
Need a Solution for Calculating Rehab Costs in Zoho CRM with 74 Rows
Problem: I have a customer who is a real estate rehab investor/broker. His team of agents will visit multiple homes per day, and his team fills out a "Rehab spreadsheet template" for estimating rehab costs. The template has 74 rows and three columns (Quantity,
How to account for a business expense paid for with a personal checking account?
A bill was created in Zoho Books for an invoice we received for marketing materials (appx. $1000). Then, the invoice was paid by accident using a personal checking account instead of the business checking account. The personal checking account is not
How to capture ip address in Zoho web froms and save to contact modue
Is there any way to get the ip address of the user who submitted the zoho web form, ( please its not zoho forms, I want it for zoho web forms ) thanks
Line breaks not working
When I copy and paste test into a notebook the lines run right off the page out of sight. The line breaks are not forming. They should, I would think, be automatic to keep the text visible. I can't find any way to turn on auto text wrapping - where do
Multiple Dashboards in Zoho CRM
Would it be possible to allow for more than just 2 dashboards (personal & a second) to be available to CRM Users? With the limit of 10 modules per dashboard I am limited on what I can add and push to my users. The only other option being to spend time
No word wrap in multiline fields in report view
I am sure this worked fine earlier, but now there is no word wrap in multiline fields when displayed in summary and detailed view. I am in the EU server.
Backorder vs. Bundle - Out-of-Stock Composite Items
When a Sales Order is ready for Packaging, if an Item is out of stock, there's a warning asking if the user wishes to backorder the item: This is very nice. However, in my company, every product sold is a Composite Item. If something on the Sales Order
Multiple signatures and initial with one form
Is it possible to send a single form to 2 different email addresses and have the recipients both enter their own information, sign the form individually, and then have a single PDF show both of their entered information and signatures? If so, how would
Zoho User Group (ZUG) in-person Meetups - US region
Hello everyone! We are delighted to announce that registrations are now open for the US Meetups taking place in May. Join us for an engaging day of discussions and networking on all things Zoho. During these two meetups, we will explore how CRM modules
More Color coded Picklist Values needed
Hello, our use case is the following: we receive car data from customers and we have to price them quickly. We worked in our own custom CRM before and we color coded every value from green (good) to red (bad), so that our pricing employees are able to
Problème de mappage CRM x FORMS
Bonjour, J'ai créé un sous formulaire dans les champs personnalisable de la CRM : Cela m'a créé un tableau que je retrouve dans mes fiches prospects : Pour le moment aucun problème, j'ai le résultat que je souhaites. Mon objectif est de mapper et faire
While adding leads from laravel app using php sdk 2.0, Lead Source not reflecting in CRM Leads
I have integrated Zoho CRM in my laravel application to push leads from my laravel portal to zoho crm using PHP sdk 2.0 https://github.com/zoho/zohocrm-php-sdk-2.0. I have implemented below code to create records (leads) in CRM $record->addFieldValue(Leads::LeadSource(),
Problem sending mail via Javamail
I am trying to send email via Javamail API. My code is below. But it keeps throwing error. Output: DEBUG: setDebug: JavaMail version 1.5.4 DEBUG: getProvider() returning javax.mail.Provider[TRANSPORT,smtp,com.sun.mail.smtp.SMTPTransport,Sun Microsystems, Inc] DEBUG SMTP: useEhlo true, useAuth true DEBUG SMTP: trying to connect to host "smtp.zoho.com", port 587, isSSL false 220 mx.zohomail.com SMTP Server ready 26 December, 2015 8:16:27 PM PST DEBUG SMTP: connected to host "smtp.zoho.com", port:
Prestashop Connector
Hello, This is really a terrific addition to the Zoho Suite. I've been looking into Integromat as a similar solution to bridge between Prestashop and Zoho. Can Zoho add a Prestashop connector into Flow? Thanks, Bryan
PrestaShop Integration
Hi, Will you be adding PrestaShop integration to Zoho Flow? Thanks, Matt
ZOHO BOOKS DUTCH
Hi there, To all Dutch BOOKS users... Do you have also problems that your bank (ING for example) doesn't support the BOOK feeds and doesnt support the CAMT 053 bank statements? (so I have to download as text...alter the text and ad - (minus) at the
Zoho Desk uploading products?
Hi there, Is it possible to upload my products via CSV or spreadsheet upload to Zoho Desk? It appears I can only add one product at a time. I have connected ZohoCRM and Zoho Desk together. Will they sync products together then?
How to prevent or adjust Access Token expiration OAuth 2.0
I have built a form in Creator that pulls data from a 3rd party API when a user inputs a unique case number. Upon user input of that field, I have scripted an API call that pulls in corresponding data and auto-populates several other fields in the form.
Delete subform rows in creator
Hi, I am using a subform for adding rows dynamically. The insertion will be done only based on the decision field's value. If it is true, I will show the subform fields for entering. After enabling, if i make the field as false, the entries in the subform has to be deleted. So, can anyone please help me to delete the subform data through deluge script.
report merging several tables
Hello There I am trying to build an application to manage payrolls. I built several tables such as: Companies Company name (field) Company ref (field) Departments Company name (lookup) Department name (field) Employees Employee Name (lookup) Employee number (field) Contracts Employee (lookup) Company (lookup) Contract # (field) Salaries Contract (lookup) Salary (field) Bonus type Contract (lookup) Bonus (field)
Get the current URL
After spending hours on the last simple thing, thought to ask this community instead of playing for hours and hours when someone probably already knows how to do this. I want to have a form field that gets the current URL dynamically of wherever the form is embedded store the url and show the link in the view - possibly with fixed text (or a button) on the view rather than lengthy URLs. Allowing the user to click and it will return to the page where the form was originally filled in. i.e. it is a
Zoho Project
How do I move a project from user to another user?
"Tracking Lead Sources Over Time: A Report on Leads and Converted Leads (Accounts)"
Hi there! I have a client who wants to monitor their converted Leads (to accounts) and unconverted Leads in a single report to track important metrics such as conversion rates and ROI on lead sources etc. I am looking for ideas on how to solve this: I
Redirect emails from non-existent boxes
Is there any way to configure email boxes to redirect all messages that have been directed to non-existent mailboxes for a specific email box?
Self Client Token Generation
Hello, I am having a very hard time connecting to Zoho's API for a Self Client application. I have read many forum posts on this topic, but I cannot make heads or tales of it. Can someone give me a cut-and-dry explanation of the process, or point me to
CRM - Books / Facturacion
Hola, como hago un factura en Books con origen en una estimación creada en Zoho CRM ? De ante mano Gracias !!
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