House Removal Services Files Hosting
How can i host downloadable files of my website on zoho? Please guide me
Send dynamic mails to customer
Hello, we would like to send emails to customer, when they are submitting new tickets via mail. Inside the mails there need to be dynamic text parts, so we use workflow rules + alerts. If certain criteria matches alerts are getting sent to the customer
IMAP access blocked - Please Help
Hello, my Zoho mail account has been blcoked for IMAP. When I try to connect with Postbox I get an error message: "Your account is temporarily blocked for IMAP use. This may happen when you exceed the maximum number of simultaneous IMAP connections..." Ihave been testing various different email clients and guess that is the reason . Could you please unblock my account as soons as possible and explain how to avoid the problem in the future. Cheers, Arthur
Can I merge two expense categories into one newly named category?
Is there a way to merge two expense categories under one new heading?
Skip the project owner approval
How to skip the project owner approval if he/she submits the trip/report for his/her own project in zoho expense. Requirement : We have approval process for trip/report where project owner approval also required. So if he submits the trip / report for
When I create a quote from a contact, the address is not populated.
When I create a quote from a contact, the address is not populated. In the help file, it says: Billing Address* Specify the billing address of the account or contact to which the quote has to be sent. If you have selected the account or contact, the corresponding billing address is automatically filled up. The same is true for Shipping Address. When I create a new quote, select a contact that I already have in the system, the address does not show up. The fields for Billing Address and Other address
End user cannot login
Hi, I have a new end user / customer who cannot access our Desk support portal. He has received his welcome email, but inhis words: "When I go to the support activation page, it tells I am registering under "_____". I type my password, It shows me the
Connect multiple company profiles for LinkedIn (or other networks)
Is it possible to connect multiple company profiles on LinkedIn (or other networks) on the same account? I know I can create a new brand, but they're actually part of the same brand, so that would be ideal.
Having trouble finding record data synced from Zoho Forms into Zoho CRM
Hi, I recently made an integration between forms and crm, where everytime there's a new form record, it adds a new contact or updates an existing contact in the crm. It worked for 1 or 2 records. However, there are a few new records in the last 2 days
Events in timeline do not reflect real events // Zoho Recruit
Hi Everybody we have noticed weird issue with a timeline. While changing Contact Name in Job Opening, in Timeline we could see that Job Opening Name was updated, which is not true Does anyone have issues with logs presented in timeline?
CRM campaign won't show contacts
I have sent out a survey using the Campaigns module in our CRM, but I now can't access the contacts I've sent it to and their status. The section just says "Loading" and never loads. I could access this info with no problems until a few days ago.
Unable to update a ZohoBooks contact via the API
The ZohoBooks API as documented at https://www.zoho.com/books/api/v3/contacts/#update-a-contact appears to have a bug. Updating certain users always results in this error: code: 3087 message: Cannot delete contact person as it is linked to Zoho CRM Contact.
2023 woocommercce and Zoho books integration
Figured I’d start a new thread to figure out what the best way is for woocommerce and Zoho books integration. We have stripe and PayPal payments on the website and those are all linked into Zoho books right now. is this going to be an easy process or
Number of sold products in account
Hi, I am using deals for my sales process in my organization. With creation of one deal, I am selling one product. Naturally, one product, can be sold more than once for the same client. When I go back to the account view, in product section I would like
Is there a way to delete related records from a custom module upon deleting a parent record ?
Hello, Is there a way of deleting records in a custom module in CRM through a custom deluge function, when the initial record is deleted ? Let's say I have a record A in the Potential module. When he's deleted, I want to delete records B and C which
CRM for Gmail issue
Recently the "hover" function - Search for email in CRM - stopped appearing. I use Chrome 106.0.5249.119 and have uninstalled and re-installed the extension with no luck. Without this functionality, it's lost of a lot of its benefit, especially since
Help. I can’t receive emails on zoho even though all my email configuration is verified.
Hello i have all my email configuration verified yet i can’t seem to receive any emails at all. would you know why my website is passepure.com and the email is support@passepure.com
Time Zone Managment
TZ management and options within Zoho Apps is decent, but ensuring correct time zone management across connected Zoho Apps is nearly impossible. One simple solution would be to add shortened time zone suffixes to each and every time/date stamp. For context:
Zoho Flow
This thing works whenever it wants.. very frustrating. same tasks.. some filter some complete.
Select COUNT in COQL
Hello, I would like to execute a COQL query using a COUNT like this : SELECT COUNT(*) as Nbr, Last_Name, First_Name FROM Contacts WHERE (Last_Name like 'MY_NAME') GROUP BY Last_Name, First_Name HAVING Nbr > 1 But the result is : { ["clause"]=> string(8)
How can I debit from current year earnings?
I would like to move some funds from my current year earnings to owner's drawings via a journal entry. But Books does not seem to allow this. What are my alternate options? On the phone, customer care told me to debit from my Sales. But that does not
https://recruit.zoho.com/recruit/private/json/Candidates/uploadDocument?authtoken=<token>&scope=recruitapi Not Working for PDF Upload
Hello, I get an internal error when I try to upload a PDF resume through the uploadDocument API call. uploadDocument help.zoho.com However, the upload works when using a simple text file. I tried multiple PDF files and got the same result. Simple Txt
Unable to generate new refresh token
I was not able to generate new refresh token , can you please help me with that.
Zoho Booking Integration Block In Sales IQ Is Not Compatible With WhatsApp
Zoho Sales IQ recently added a feature to integrate Zoho Bookign with Sales IQ using the integration block. It really helped a lot in making the appointment booking process smooth through the chat window itself. But here the major issue I can notice is
Workflow Function mixing data between records
We have a number of workflow functions and suddenly the data is being mixed between records, the functions have been running successfully for over 2 years until last week. Below is the function and the highlighted error
Add fields to Log a Call
In the CRM Setup when I click on field list under Call Settings there is no button for New Custom Field. This option does appear under Events and Tasks. I want to add a Status field to indicate if the call is Active or Completed. Thanks Herb Wexler
Zoho writer merge and send for sign
Hi, I have been using writer template to merge data when a form is submitted and send it to sign collection. It was working well until yesterday all of a sudden it stopped working. Zoho form to writer template merge is successful but it fails to send
Formatting HTML fields
I have a flow that writes a comment to a zoho desk ticket. I can't figure out how to format the comment in flow so it is readable in zoho desk. I've tried HTML tags but they don't seem to have any affect.
Use data from analytics to create a form output
Hi On our analytics tables we collect data (narrative and other pieces of data). I would like to turn some of that data into an output that could populate a form-like document ie place specific fields in specific places on a dashboard-like output but
Dates Skipping when value is NUll
I am trying to combine two tables so I can create a burndown report for marketing budget One Table is "Marketing Burn Down Budget - Daily 2023" which is just a table that contains each day of the year, and starts at $500k then drops incrementally each
Creating Sales Order in ZOHO books using Flow
While creating Sales Order , I need to provide custom sales order number from salesforce custom module, i have given Ignore auto number generation? as True . But there is no field to provide SalesOrder Number which is required to create Order in zoho
Custom field in customer portal
Morning, My business is 100% special orders for customers. I am currently using the online portal in Books. II also have custom fields that are populated as the order progresses. e.g., expected delivery date, date the order arrived at the warehouse, and
Client Portal
No Access to Sales Orders? No access to Shipping Details and Tracking? Am I doing this wrong? It would make more sense to have ALL the details pertaining to a sales order available to a client through the portal than having an email trail to follow. So
Connect to Excel Shared Folder
I have created a flow that works properly - when i update a field in zoho crm, the appropriate change is reflected in an excel workbook. My issue is that I want to perform this flow with an excel worksheet that is on a shared drive, but i can figure out
Long sync zoho mail in outlook
In our company, we use Outlook and add the zoho mail service to it. We have encountered a problem with long mail synchronization. Internet access is stable, we use all recommended settings, incl. ports, mail server addresses, etc. We have had folder synchronization
propose a new time on calendar invite zoho mail & Calendar
Hi Team, In outlook and gmail you can propose a new time in a calendar invite when there is a scheduling issue. I can't seem to find the same functionality is zoho mail/calendar. am I missing something
Dynamic Filter for CRM Integration Field
Is it possible to filter an integration field in the same way you can filter a dropdown or lookup field, by using ui.add() with a list of the module record ids I need to show? I am working on a Creator app that will be integrated with CRM. I need to be
How to create monthly CRM Sales Commission Report (organized by User + Product + Account)
I'm sure there is a way to do this and hope someone can help me. We have a number of sales associates (users). We'd like to create a 'commission paid' report for each associate (user) on a monthly basis that includes product(s) sold, cost per product, commission rate per product (varies product to product) and commission paid to sales associate for this pay period (monthly basis). Each month, each associate would receive a summary of their commission paid and an outline to understand which accounts/invoices/products
create a button in Zoho CRM to Zoho Books
hey, I would like to have a "create invoice" button in the CRM Deal module, which brings me to zoho books. In books the new invoice - page should show up with the prefilled customer data.
How do I create a customer facing order form tied into inventory list?
I want to create a form that our dealers can use to order from us, their supplier. We want the form to be tied into our inventory list on Zoho Books and Inventory. The form should also give them an estimate for final cost including shipping, which we
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