Zoho WorkDrive: How to restore files from a past backup?
Hi. How can we restore files in WorkDrive to a date in the past?
Using Zoho servers to email through QuickBooks
I've just switched to Zoho, and so far I'm impressed. I do seem to be having one issue though. I use QuickBooks and with my previous email provider I had the "Send Form" preferences set up with their smtp details in order to email invoices from within QuickBooks. It's not that tricky, there's just an account name (email address), server name, port number and check box for SSL. I've set it up using the primary email address of an account, smtp.zoho.com, port 465 and the SSL box checked. But, it just
Request Client Login Details Securely
I have clients who need to give me their login credentials to do their work. We use Vault internally and have that integrated with Desk. I was wondering if there is an extension that allows us to get our clients to complete a secure form and store that
Shift+Home and Shift+End don't work on Linux
Instead of highlighting to the end or beginning, it just jumps to the position as if shift wasn't held.
Is there a way to automate the input of a note on a contact?
So if I change the status of the transaction, it would be great if the contact would have a note auto generated that says, for instance, Transaction Closed. Currently my team manually enters these notes and sometimes forgets and when someone is reviewing
Zoho One Mobile Device Management MDM feature
Dear Zoho Corp., during the last Zoholics in April 2019 it was announced that Zoho One would have integrated a Mobile Device Management MDM feature. We thought it to be a very useful addition and since then we've keep the Zoho home page monitored but we still can't find any beta access nor ETA for that. We'd be glad to know if the product integration is still under development in order for us to plan deployment or check for another solution accordingly. Kindly regards Marco Carolli Zoho One MDM integration
Auto Responder: Email-Action
Hello, I am trying to set up an email-action automation for a campaign. I want to send 3 emails each for the interactions "opened, clicked, and unresponsive." I know that email-action autoresponder messages will be sent to contacts who have performed
Link shortener leading to incorrect web page view
Hi, I'm using the link shortener in Zoho Social for social media posts. The link that is being shortened is supposed to lead to a marketplace site for which I have filtered the view by region. When I copy and paste the link Zoho Social, save the post,
Ability to Enable/Disable Rules
Hi, I would like to be able to Enable/Disable Rules, an example is if I have one on Fields and want to Hide the Fields then I can Disable the Rule rather than having to delete it and create it again later. Thanks Dan
Logic in Rich Text Field Labels
Hi, I would like to be able to use Logic as well as Field Values in the Rich Text Field Labels. An example would be to change the text using an IF STATEMENT between two variable values. Thanks Dan
I keep getting this Error message
Error details: Error in executing On User Input script of the field, Items. Null value occurred while performing Addition operation. Line:(18) this is my script. it will be something simple i know //Link the Item_Name field in subform to the Item_name field in Items Form; selected_item = Items[ID = row.Item_name]; //Set the quantity of the selected product to 1 by default, if no quantity is declared if(row.Quantity = null) { row.Quantity=1; } if(row.Quantity > selected_item.Quantity) { alert "Please
Import from Zoho Books to Zoho Analytics
Hello, I am with an issue here. When I import Expenses module in Zoho books to Zoho Analytics, the problem here is that the transaction date does not show at the Zoho Analytics for this Item, how can I add this column at the importation process?
Mobile issues
Good night, New to Books and so far I seem to be likening it. I do have an or subjection. I run my business 90% from my phone. I created two invoice receipts (one the invoice for the customer and the on the other to let the customer know the merchandize
Determining similarity of two strings
I am trying to compare two data sets to find addresses that do NOT match, but ignore small things like punctuation and capitalization. For example, if one address is 200 W. 200 N. in one data set and 200 West 200 North in the other, that's fine. I just
Revolut Netherlands - manual bank feed import is incomplete: e.g. Fees are not imported
Hi, While importing manually the bank statements of Revolut Netherlands we are facing an issue with banking fees. Revolut will show a transaction amount of e.g. 100.00 euro and in a separate column the fee of 0.20 euro. However, when importing the statement
Issue with help center customization
Hello, Whenever I modify anything in the help center themes' HTML editor the language selection dissapears. It doesn't matter where in the HTML i modify, add or remove something, it always dissapears as soon I change even a letter Default : When I add
How do I automate marking contacts as marketing?
We've moved to the updated Zoho Campaigns sync from Zoho CRM that imports all your contacts. Some of our contacts are not customers, they're things like vendors, staff, and test accounts. This, I assume, is the purpose of the "non-marketing" option for
How to create a list of clients without SEPA-mandate (direct debit)
First post here - hi to everyone! Be gentle with me ;-) I would like to contact all our clients without SEPA-mandate. I have used the client filter, client download as CSV etc., but I could not find a proper identifier regarding SEPA. What would be my
Tags added on Mac don't show up properly on Android
Hi, I'm having an issue with Zoho Notebook. I just started using it yesterday, and I noticed that only some of the tags I assigned on Mac are syncing to notes on my Android phone. To be clear, the tags themselves are syncing, but they're not consistently
Properly setting up an email follow up sequence in Zoho CRM?
I have read other posts and I am still getting emails sent too soon even though I specify a specific time and the emails are stepping on each other. So, step 1 a guest completes a booking. Then we want to send an interval email sequence to get them to
Automatically merge leads
Please may I ask for your advice. When someone enquires about our business, a Lead is created either automatically (if they enquire online) or manually (if they enquire by phone) in Zoho CRM. However, some people have made multiple enquiries, which means
New Feature in Zoho Sites - Member Portal
Member portal allows you to create a login for your website that restricts access to a set of pages/files for your website visitors. These files and information can be accessed by members only through login. A member portal contains an access control list, in which you can specify which member gets to view restricted pages and/or files in your website. When the Member Portal is setup for your website, you can add members to the portal by enabling registration or by inviting them to join your portal.
Customer Spotlight💡: Zoho Analytics empowered 'Renu Energy Solutions' with AI driven analytics & real-time insights
Based in Charlotte, NC since 2010, Renu Energy Solutions provides high-quality solar power, energy storage and electric vehicle charger installations for Residential and Commercial properties, as well as full maintenance services. As part of its digital
Send Zoho Inventory Quantities to Google Sheets using Zoho Flow
Does anyone have a good tutorial or example of how to send Zoho Inventory (specifically product quantities) to google sheets. I believe its possible to use Zoho Flow to do this but I am a bit lost as I set up a flow but I see no data appear. Any guidence
Vertical CRM Developer / Consultant
I am looking for some help wrapping up our CRM. Please reach out only if you have experience implementing a Vertical CRM....in particular Sales Signals and url Navigation from iframes or widgets within the vertical CRM. Also, looking for some basic consultation
Zoho CRM api build url for specific record
We are building application using Zoho CRM api and we have faced with the issue of generating url for specific record (in our case we want Contacts, Leads, Cases, Deals). When we use Zoho crm plus ui, we see something like this: https://crmplus.zoho.com/someNameWithNumber/index.do/cxapp/crm/domainNameOfOrganization/tab/Leads/4964552000007777777
Documentation
We all all save time if you add a high-level explanation, introduce the principles, concepts, and use cases before getting into a tech doc. Example I understand in the automation part the difference between the mail activity and the answer to an email
Zoho people activity logs/Audit logs view and download support needed
I am using the Zoho people with email id(akhilmohan@factweavers.com) and I am the admin itself. I need clarification about the following queries. 1) where I can see the activity logs/Audit logs and access logs of Zoho people 2) Where I can download all these logs
Send mail merge PDF using an email template
I'm looking to create a function that mail merges a PDF document, and sends it via email. The email is sent from an organization email address, and it has to be attached to the "emails" section of the record that triggers the function. Originally, I used
Stage Duration
When I generate a report for the stage duration it shows duplicates from the deal from all the different stages. I would like to run a report where it will only show the stage duration from the current stage that it is in to see how long it is sitting
Stumped on Client Script if statement
I'm new to JavaScript, working on a couple client scripts in CRM. The issue I am having is with a conditional statement where I am trying to validate that a field is neither null nor zero before doing some calcs. The if statement is: if (propBldSF !=
Daily leave reset policy only for remaining leaves from the previous year
Hello, when talking about daily leaves, our company has the following policy: - each employee get 22 days of leaves at the beginning of each year - at the end of the year, the remaining daily leaves are carried on to the next year - on the 31st of March,
I have created a customized web template and when I am trying to upload it on Zoho it's not getting uploaded and it's showing in progress. After that nothing happens.
I have created a customized web template and when I am trying to upload it on Zoho it's not getting uploaded and it's showing in progress. After that nothing happens. I am uploading the html file separately after extracting and the images file i am uploading
Moving Between Candidate Stages
I'm slightly confused about Candidate Stages in Zoho Recruit, specifically a couple of stages seem very stubborn to either get into or get out. The first one is the "In Review" stage. From this documentation here : https://help.zoho.com/portal/en/kb/recruit/talent-management/applications/candidate-stages/articles/candidate-stages-in-zoho-recruit
Best way to track time without project
I need a very simple solution for someone to log how many hours a week they are working. That's it. No need to attach it to a project, customer or anything. I have looked into Zoho People, Zoho Projects, Zoho Books Time Tracking, Zoho Payroll, and can't
Zoho Desk's new archiving policy is here to stay!
Dear Customers, Using a software can get cumbersome when you have to navigate through large amounts of inactive data to find what you are really looking for. To address this, Zoho Desk is introducing a new archiving policy that aims to reduce the clutter, and make important information available to you in a faster, easier and more efficient manner. What is archiving? To put it briefly, archiving is the process of moving data that is not actively used in day-to-day operations to a separate storage
Digest Février - Un résumé de ce qui s'est passé le mois dernier sur Community
Zoho s'efforce constamment d'améliorer les capacités de ses produits afin d'aider les clients à gérer leur entreprise sans accroc. Découvrons ce que Zoho a sorti comme nouvelles fonctionnalités et nouveaux produits ce mois-ci. Bigin avait annoncé plusieurs
【Zoho CRM】Google カレンダーの同期に関するアップデート：Google カレンダーに予定が入っている時間帯をCRM上で「対応不可」として設定するオプションの追加
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ このたびの機能アップデートにより、Google カレンダーで設定した予定の時間帯を、Zoho CRM のカレンダー側で「対応不可」として表示させ、時間帯をブロックするオプションが追加されました これにより、組織のユーザーがZoho
Unable to Apply US Sales Tax Exemption
Our US 501(c)3, tax-exempt, nonprofit is currently using Zoho CRM (Enterprise), Projects (Enterprise), and Analytics (Premium). We began communicating with an agent from payments[at]zoho.com in June 2022 and that individual has been unable to help us
Related List Not Populating Fields When Used to Create a New Records
I'm making a function that grabs the related list and puts the fields of the related list into a new record in a different module. The fields are not populating, but the records are being created. This is the code: //Gets Record of Deal Recs = zoho.crm.getRecordById("Deals",Deals_ID);
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