Free webinar : Integrating Zoho Sign with Zoho Finance apps for effortless transactions
Hello everyone, Does your business operations involve getting various invoices and estimates signed? Do you find yourself chasing people down for signatures and payments? In either case, we have you covered! Zoho Sign's integration with the Zoho Finance
Gravatar Integration Not Working
I have email ID's hosted with Zoho and I have integrated that with Gravatar thinking that my emails will look professional. Unfortunately recipients does not see my Gravatar images. When I checked with support, they said that Gmail does not support that
zoho crm - Accounts page showing contacts
Is there a way to edit the CONTACTS section that is highlighted in grey at the top of every Account page? I like that it lists the contacts for the account, but I would like it to not display contacts that we have labeled as inactive inside the contact details.
Zoho Canvas Open Meetings section
In some templates for a record details canvas for the deals module, I see a section a couple times called "Open Meetings". In this section I can see open meetings associated with a deal and I can add a new meeting from the + button. I wanted to reuse
Zoho Creator - [Free Webinar] Learning Table Series for Logistics
Hello everyone! The most pivotal part of building any application is to understand the industry, business operations and standard features/functionalities that are required to get the operations going. Industry is the key here and every feature that we
CRM - Subforms - Reports
I have a custom module linked to Accounts which holds the various charging models that my admin system uses. Within the custom module there is a subform with anything from 1 to 6 lines on it. If an account changes the charging model, I need to a CSV that
Can I change the blog post date
Hello I am populating a blog and would like to change the blog post dates to past dates. Is this possible?
CRM Enterprise License disabled by CRM Plus trial
I have a CRM Enterprise license and when I attempted to access my CRM this morning I received the following error. My account is current, so I don't understand why I'm seeing a "Your trial has expired, please upgrade subscription" I never signed up for
Option to allow Reconcile to include Uncategorised transactions
Hi If I want to reconcile my imported bank transactions with my bank statements, it seem I must categorise all transactions as the Reconcile function does not include Uncategorised transactions. That's bizarre. Could you perhaps add an option to include
FSM integration with Books
Is this already added to the current release? Does FSM pull in my book's products & services?
google api to send email via custom function
Hello, I'm having lots of trouble sending emails via custom functions and sendmail. There appear to be weird restrictions on who can send/receive i.e. the admin or logged in user must be in either the from or to field !!! As an alternative, is it possible
What's New in Zoho Inventory - March 2023
Hello customers! We've added a bunch of new features and enhancements in Zoho Inventory to improve your inventory management experience. Here are some of the updates made in January and February. New dashboard for Bills Use the new dashboard section in
Count the records of a related module and save the value in a custom field
I have a custom module called Reservations that is related to the Contacts module. Through related lists I can know how many reservations each contact has. I need to store this number in a custom variable of the Contact module called "Number of Reservations".
Update item image in Zoho CRM
Hi, every item in CRM can have a image, like: Is there is a way to import all the images? and keep them updated? if I have a server with those images identified by one of the other values of a field "item_id" and the image is www.server.com/images/item_id.png
Staged Payments
Hi I need to know how to set up an invoice that has staged payments. For example Client has a total invoice of £5000. Each Month they are to pay £1000 which I invoice for. However i need every subsequent invoice to show the amount paid and the amount due. Hope you can help
I accidentally choose create organization instead of Join organization which is essentially used for work, I tried deleting the account but now I'm stuck, can anyone please advice.
I have applied for new job and we were given instructions to set-up a Cliq account. For some reason, I accidentally choose create organization instead of Join organization. I tried deleting the account but now I'm stuck, I don't know what to do next.
Mark unbilled hours as billed against an existing invoice
Hello, I have unbilled hours that I would like to mark as billed against an existing invoice. The invoice was created before the timesheet entries were made and now I need to reconcile them. Is this possible, and if not can it be implemented? Thanks!
Spamhouse.org
Guys, When I answer for some emails, my email rwtunrs and said it was not delived because my email was on spamhouse.org It didn't happen to all emails just some. And it started this month How can i fix it?This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. ERROR_CODE :554, ERROR_CODE :5.7.1 Service unavailable; Sender address [marcosck@sussamgt.com] blocked using dbl.dnsbl; https://www.spamhaus.org/query/domain/sussamgt.com
Delivery notes.
Hello; Is there any way to get a delivery note? Now, we are cloning an estimate, editing it to eliminate prices, print and delete it, because logistics people (at both sides, company and final customer) don't need to know the costs. Once the material
Update "member status" in CRM campaign
Dear Zoho Community: I'm trying to update the below field in CRM Campaigns via FLow (Member status) the problem is, I can't seem to find it in any CRM building block. I'm assuming it's "update related module entry" but that field does not belong to Campaigns
Date trigger for Workflow
I have a vCRM with a "Due Date" field. I am creating a workflow that updates a Service Status to "Late" when the due date is reached. However there seems to be a "Recur" option that is confusing me. Does this mean that after the initial trigger, it will
Zoho Assist session recording
It would be nice to have possibility to exclude some computers or users from unattended session recording.
All files are lost after migrate from Google Drive to Zoho Workplace
After click Migrate button, I received an email says: "Your migration from Zoho Docs to Zoho WorkDrive is complete". But there is no files in Zoho Workdrive. I mean completely empty. It says: There are no items Drag and drop or click here to upload. Anyone
How do I filter a subform lookup based on a main form lookup?
We represent multiple vendors as commissioned sales reps. We track our sales by entering them on a Purchase Orders tracking form. One of the fields on the main form is Vendor, a lookup from the Vendors table. The form has a subform to select the Product sold, and enter the cost and order quantity. The subform field Product is a lookup from the Products table. I would like to limit the list of Products in the dropdown to only those sold by the Vendor that was selected on the main form. I can't figure
How do I remove a credit note which was invoiced and paid?
When testing of sections of ZohoBooks, I created a false credit note and now I need to remove it. It is shown as “closed". And it has created an invoice for that credit note that is displayed as “paid”. I tried to delete it and can’t. Please I need help
One Auth running on Mac
Hi the update wanted to run on my macbook. But I can not access my OTP accounts since the update. Even if I enter in the passphrase. It says passphrase invalid
Text Hover Effects
How do we update a text attached to a link to change colors when hovered over? We want the main text to be white then change to black or blue when hovered over.
Verkoop marges weergeven in Zoho Finance Suite/CRM
We maken op dit moment gebruik van Zoho-One en zijn over het algemeen tevreden met de mogelijkheden die worden geboden. Echter missen we een heel belangrijk onderdeel in het offerte en facturatie traject. We zouden graag van elk item of toch op zijn minst
HOw to compute single products profit
How to compute single products profit? for example, we in the invoice, we should have costing / expense input Coz expense price / costing are always different Can zoho to solve the function request ?
Users cannot see contents of .txt files
Hello, I have the following problem. Two users in my organization have host access to a shared folder, but are having trouble viewing the contents of .txt files. The file is there, they can open it, but they can't see what's inside. More so old files,
Creating Zoho CRM Widget using React JS
Is it possible to create a zoho crm widget using react js?
Wanted:- Freelance Zoho Survey developer
Our in-house developers simply don't have the time right now to upskill to Zoho Survey, so instead we are looking at hiring a highly experienced Survey freelancer to quickly help us build an in-line email survey. Full specs on request. Hourly or job-based
Show Hide Zoho Creator subform Fields
It seems like ZOHO has recently launched a new feature that allows users to hide/show Subform row fields, which was highly anticipated. Previously, users were using the disable/enable feature for this purpose. Reference Code:- if(row.College_Name.isEmpty()
Migrate from C5 to C6, what synchronisation I should take care of ?
Hi, We have multiple applications in C5. Goal to is migrate to C6, but these applications have connections with other Zoho apps (CRM and Books), and also external websites with incoming and outgoing webhooks (REST API). When migrating to C6, how these
Removing Canvas View for Modules
Is there a way to remove the Canvas View for an individual user? Right now the Canvas Assignments are based on our roles but there are a couple of people within the role that won't need it.
Zoho Mail Forwarding via API not working
Hello Zoho, I'm trying to setup email forwarding for my users through the API (with organisation authorization) This is my function: def add_mail_forwarding(self, accountId, forwardedAddress, zuid): body = { "zuid": zuid, "mode": "addMailForward", "mailForward":
Invalid Handle When connecting
I am trying to get a connection to a user and we are getting an error message after they have downloaded the zoho assist. Saying failed to connection due to invalid handle.
Subject Line Limit When Making New Ticket vs. Adding to Old?
I'm having an issue where Desk is taking what should be a new ticket (different subject line) and just merging the message into an existing ticket. We get invoices sent to an email address that goes into Desk. The subject line will be something like "APC
Unusual Sending Activity
We are facing this problem of unusual sending activity. Kindly help in this problem asap.
Unable to Create a previously deleted email again
I have deleted a previous email and user offers connected to my custom domain. Yet when I go to form a user by this name again it shows the error that the email already exists. Please help
Next Page