Announcing ZUG India Meet-ups in your city - Meet Zoho Mail Experts and learn from them
Hello Everyone! We are excited to announce the User Community initiative to meet you all in person and help you master the Zoho Mail's Admin console. We aim to help you become the experts of the Zoho Mail Admin console. Come and meet us in your own city
zoho forms integration with Zoho People
Hi Will there ever be an integration with Zoho People in the same way there is one with CRM? Many thanks Sher
Offline Zoho Creator
Hello Everyone, My client's office is in a region, where the internet quality is very poor. He would like to run his Zoho Creator inventory app offline, on his servers. Is it available by now at Zoho? Thanks George
aggregate records of each calendar year
Hello, could anyone help me with the script ho to aggregate monthly revenues in a yearly revenue field? I have three fields date field monthly revenue yearly revenue I'd like the script to work on user input of monthly revenue field, and want to aggregate
Unearnerd Revenue
Hi I recently moved from Invoices to Books. I noticed after I imported the invoices all the income on my invoices went to an unearned revenue account. The unearned revenue account debits and credits each transaction to equal 0. However, when I go to reconcile
Adding Organization as Contacts
Hello! We are beginning our rollout of Cliq and one of the things we are discovering is that we need to have all of the members of our organization set up as contacts for each other. It appears the only way to do that is for each member is to add everyone
Sales Order Customer Portal
Why cannot customers have access to the Sales order area of Zoho Books. I want customers to review their orders.
Test Emails not showing up
Just created a template. Created a Test Client which goes to my GMail account. Sent 4 emails and not ONE has showed up. Worked fine a week or so ago when I tested. Worked fine this morning to a support person's personal email but he couldn't figure out
Option To Restrict Specific Zoho One Apps Based On The IP Address
Is it possible if i can restrict specific Zoho One Application based on the IP address so that employees can not access those application from their home or outside office network. Currently in Zoho One admin panel under security tab we have the option
How to signify a Purchase Order # has been used from an external excel spreadsheet when creating Purchase Orders in Zoho Inventory?
I'm looking for ideas on how I could get Zoho Inventory to signify that a purchase order # is already used from an external excel sheet. We offer custom services that we are not planning to enter in Zoho. Those services are assigned purchase order numbers
Why doesn't crm support data masking?
Getting sensitive information like personal id numbers should be masked to keep them safe from someone looking over your shoulder! I.E. you know how just about every site where you enter sensitive data has "click to show" otherwise it just shows ***
Zoho Desk Help Center Full Customization
Hello, Zoho team! I discovered Zoho Desk just now when realizing I can somewhat funnel my business FB and Instagram messages (although not as smoothly as WhatsApp) under one interface. Really loving many features and although find some limitations, I
How to use purchase orders module in the right way?
Let's say my boss tells me to order 70.000 Black T-shirts and look for a company which can supply them. Taking into account I have to search for a supplier and of course I do not know the pricing. Should I enter the information to Zoho Books and create
Cant connect with Zoho CRM
Whenever i try to connect Zoho CRM with bigin i get this error massage. This would be fine if i did not have all rights in bigin. please help
close chat button inserted in the window + other issue
Hi everyone, caht on mobile has a formatting problem: the window is too big and the close button is almost impossible to reach. Is there a way to make closing the chat window more accessible? Perhaps it is possible to move the close button right into
Attachments on predefined questions?
Hello, I can not find the option to create a predefined question with an attachment on it? Is there the option to do this? If not it would be great if it could be added.
Mail Delivery Status Notification (Delay)
This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Tue, 07 Feb 2023 10:13:33 -0800 from xxxxxxx [xxxxxxx ----- The following addresses
Windows 10 Outlook 2016 Sorted email not sync'd to server
User pne****@newhopetransport.com using Windows 10 with Outlook 2016. When outlook sorts emails as they come in according to rules, it does not seem to sync to the server, as it will receive those messages again, and sort them again, making multiple copies
Zoho Mail and CRM not accepting key strokes on Chrome
Hi Tonight, Zoho - mail and CRM is not accepting all key strokes when accessed via Chrome - e.g - I, O, P etc keys to the right do not work - backspace and delete keys do not work - K creates an "Insert link" dialogue box - and other weird stuff Text in Mail also starts out as right-aligned and underlined I have tried - restarting Zoho mail (& logout / login) - no effect - trying a different keyboard - no effect - typing in Chrome in e.g Google Earth searcj box - all keys work perfectly - opening
New Features rolled out on Feb 21, 2023
Overview Effect for Charts To visualize reports with large data sets, Zoho Analytics has enhanced charts with new interactive options: the overview and scroll bar effects. These enable you to plot large data on a chart to get a clear picture of the peaks
Adding fields dynamically to a form using deluge
Greetings In my project i'm going to have an initially empty form that has an on load workflow that reads records from a report somewhere else in the app and then add input fields to the empty form based on these records. i was wondering if it's possible
Doe mee aan de Zoho CRM Meetup op 16 maart
Beste Community leden, Wij nodigen jullie graag uit voor de Community Meetup van Zoho CRM! Op 16 maart komen we bij elkaar in Utrecht, samen met een klant en de Zoho Expert van de Gunfactor. Onze experts zullen een live demo presenteren en jouw vragen
Can receive email but can’t send out-going emails
Our website for Shopify went out for a day and don’t know if it had thrown out pop3 during the process but can only receive in-coming emails but cannot send out-going email. Did I miss something or a setting I need to check or configure??! cheers thank
Reason: 550 5.4.6 . Unable to send message
What happened to my email? help me!!!
Search for product
Hi guys, in Site Builder -> Add Elements -> Products it would be very useful to have the product search function. See screenshot here: https://prnt.sc/dHnaVqlMyE_N
Mail not working
Hello: my e-mail isn’t working eflores@Business Companion
Can't Find Zoho Forwarding
Hi, I can't seem to find how I enable mail forwarding. https://take.ms/1s0Ku Can someone please help?
Power BI
As part of our sales process we "lock" Closed Won Potentials using the Approval Process. We're currently in the process of setting up Power BI in Zoho Analytics to call data from Zoho CRM and are seeing that Potentials are not pulling in. Would this be
Feature Request: Prefilling text fields with default values and from formulas/functions
I really wish zoho supported this. It is available in salesforce and saves some clicks vs having to run a function after a record is created/edited. For example i have zoho fill a basic template, pulling some fields from the associated account/contact/lead,
Refund or not refund...that's the question
Hi guys, I just declined an order paid by Stirpe and has been show the message in attachment. But I can't see any refund transection in Stipe account and in the order payment details (in attachment). So the question is: Refund must be done manually or
Matching two bank transactions to one expense
Hello, Using Zoho expense I submitted a report with a reimbursement amount. I then paid the reimbursement however discovered that I had underpaid by $5. I then paid the $5 so now I have one reimbursement expense and two bank transactions that add up to the reimbursement, however I can't find a way to match the two bank transactions to the one expense. Hope someone can help, Thanks, Darren.
Trident - plateforme intégrée de l'expérience professionnelle
Zoho Trident est une toute nouvelle expérience de collaboration, de productivité et de communication qui regroupe en un même endroit les e-mails, les messages, les appels audio/vidéo, le calendrier, les tâches, etc. Il s'agit également de la première
Sending email follow up automation
I would like to know if Zoho CRM can do automation on sending follow up email 1 weeks after i send quotation and how to do the set up We are sending company profile to lead manually and would like to follow up after 3 days. If we would like to do follow
Workflow is not triggered with Supervise rule and field update
Hi! I have created a Supervise Rule, which triggers after 5 days a mail to the customer. To avoid sending multiple mails to the customer I have created a checkbox ReminderSent in the ticket properties, which is set to true by a field update. Now I want
Integration with Zoho Meeting
Many businesses, including my own operate remotely. It would be great it I could schedule an online meeting within the interview section so that I could handle everything in one step.
Embedded YouTube Videos
https://www.zoho.com/campaigns/help/merge-tags/video-merge-tags.html This doesn't work. I followed every step stated and I can't see a video. All I get is some code and I'm unable to send a test when that code is in there. There is no 'Video Custom Tags' option in the Merge Tags drop down, only 'Video Merge Tags'. Is that the same thing.
Meetups de Zoho Community France - mars 2023
Bonjour chers utilisateurs, Nous sommes ravis de vous inviter à notre première série de meet-ups de l'année pour les utilisateurs de Zoho CRM ! Ce mois de mars, nous organisons des meet-ups dans trois villes : Paris, Nantes et Lyon. Une journée remplie
API-Name change is not deployable to production.
Hi, I have a problem regarding the ZOHO-Sandbox; I was trying to change an API Name in the Sandbox environment, and after I changed the value, it wasn't listed in the change log. Therefore the change couldn't be deployed to the production environment.
Multi-currency needed in potentials, products and probably in other places too
It's great that there is certain support for multiple currencies, but it's strange for me I cannot define products in multiple currencies. We sell hours in dollars and euros. Now I have to artificially create a product in euros (base currency) and then modify the invoices manually, not logical. The same goes for potentials. Again, a potential is not necessarily in the base currency. I'm new to Zoho, there might be other places it's missing, but these were the most important ones for me.
Organizing Dashboards
Allow for the reordering of dashboards. Right now they are ordered in the order that they were create it. Simple fix for this is sorting the dashboards by there dashboard name. A second part to this is allowing for the ordering of Dashboard components.
Next Page