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Add "Running Balance" column to Account Transaction Reports
Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance. It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction. There are many times when analyzing or tie-ing out transactions that this would be very helpful. I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.
we can assign ticket to offline users
we can assign ticket to offline users
Determine which Notebook a Card is in?
How can I find out which Notebook a Card is in? I.e. I search on "septic" and find that there is a Card named "Septic Status" but I need to know which Notebook it is in because I want to move it to a particular one.
Multi Select Between Modules
Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Multi Select Field of "Enrolled Services" I also have a Module "Services" with
Tip of the Week - Timeline User Filter for Dashboard
Does the Date User Filter in your Dashboard leave out a few reports from filtering? This happens when the reports are not created over the same table and the (time) column over which the user filter is created. To solve this, Zoho Reports has a Timeline User Filter. This filter applies the criteria on all reports, matching it with the best possible date column associated with a report. i.e., if your reports are based on a date column, then it will filter it for that data column. To know more on
How do I visibly display the Contact Unique ID on the Contact page?
We've used Zoho's API to connect it to our website. The website keys off of the Zoho Unique ID for the contact. Because of this, it's important when merging duplicates to know what the unique ID is for the contact. Is there a way to display the Unique
For Log a Call, "Call Type" menu needs more options, like "Left a message" and "Received a message".
When logging phone calls, the "Call Type" menu is locked and only has 3 choices. Outbound, Inbound, and Missed. Since it is not limited to only IN or OUT, then it should have more useful options other than only "Missed". It is a locked system field. It
spark sync problem with iphone
Hello, I am using the spark application on iphone 15 pro max and 16 pro max. After several days of installing the account on spark i dont get notifications on new emails, i have to open the app in order to receive the new emails. After sending email to
Error when trying to categorize bank transactions
I am trying to categorize my bank transactions. It was going fine, I categorized 50 or so transaction and suddenly I started getting an error that reads: "Transactions cannot be matched as the account you are trying to match it to, is different.". I select
Add StatusIQ Tab to Zoho Desk for Seamless Incident Management
Hi Zoho Desk Team, I hope you're doing well. We would like to request the addition of a StatusIQ tab within Zoho Desk, allowing support agents to seamlessly view and, with the appropriate permissions, manage incidents in Zoho StatusIQ directly from Desk.
Zoho does not send invitation email if meeting is created in calendar
Problem: I create a meeting in calendar and add attendees. After "Save" button it asks me if I want to send email to all ettendees, I click Send. But none emails are sent. I did try that over outlook (connected thru active sync) or in zoho web mail. Nothing
Please Add StatusIQ to Zoho One
Hi Zoho One Team, I hope you're doing well. We would like to request the inclusion of Zoho StatusIQ as part of the Zoho One suite. Since StatusIQ is already a Zoho product, integrating it into Zoho One would provide organizations with a powerful tool
CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
Problems with receiving mail
Здравствуйте! На сайте exmo.com пришлите мне письма, но на мою почту .... @ zohh.com они не приходят. Что может быть неправильным?
CPQ Quantity suggestion does not allow multiple products
I have come across an issue in the CPQ Product Configuration. I want 10 products to trigger the suggestion of an additional product via the quantity in quoted items function. However, when specifying the configuration, I am only able to choose one base
Accepted meeting invites not showing on calendar
I can receive a calendar invite to a meeting, I confirm I can attend and hit accept. I then check my calendar and it doesn't show. 30 seconds later, it does show up but it is delayed leaving the feeling something didn't work correctly. Can this be improved,
Access Tokens and Webhooks
I have a linux server application that I want to be able to talk to the cliq chatbot and get a response back to that linux server application. This is for the linux server application to check the chat/channel's message history in Cliq. The Zoho API console
info, hr, support, ... etc.
Hello, I want to have a dedicated inbox email as info@mydomain.com, hr@mydomain.com, support@mydomain.com ... etc. , and be able to use these email inboxes inside Zoho applications like using the info with my CRM Email configuration, the email used for
How to add curly quotation marks and apostrophes in Zoho Mail
Is there a way to set up Zoho Mail so that, when I compose email messages, my quotation marks and apostrophes are curly rather than straight? I read a couple of 12-year-old conversations about this topic but specific to Zoho Writer and there was no
Import Woocommerce Orders to Zoho Books with Zoho Flow
Hi folks, is it possible to import Woocommerce orders to Zoho Books using Zoho flow? Usually the Woocommerce Orders have several line which would need to be imported. When I click on "use this flow" it will have me sign in, which is fine, and then I am
Zoho task approaching due date notification on Cliq.
Hello, Currently is possible to set reminders on each task to send an email to the task owner on x days before the due date. I'd like to propose a configuration that you can set in a way that sends cliq messages to the task owner when the due date of an task is approaching (like 3, 5, 7 days before, it's supposed to be configurable). Would be nice to have this kind of notification. I've integrated my Projects with Cliq Extension and it does not have this function (as far as I know) Does somebody
How to restrict on duty Requests?
We need to restrict on duty requests for our employees, for example Work from Home limited to max 16 hours per week, or client visit limited to max 2 days per week How can we do that?
Change default "Sort by"
Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize the second option of "relevance" as the sort by default and not have to change
Addition of RE: to Every Reply Email
Hi, In Zoho mail every time I reply to an email it puts a RE: in the subject line. So after a few replies on same email the subject line looks like RE: RE: RE: RE:RE: RE: RE: Order Details Can I stop Zoho mail from doing this bug? Thanks, Grant
Operation not permitted
I'm trying to set up email for this site - pawsathome.uk - and when I go to: Admin Console>Domains>Add> I keep getting error - 'Operation not permitted' - See attachment. WHY??
User Filter for Dynamic Date Dimensions in Zoho Analytics
One challenge I frequently encounter is the need to create multiple versions of the same report—one for yearly data, another for quarterly data, another for monthly, and so on. While this works, it leads to unnecessary duplication, making maintenance
In this zoho email option ₹700 /user /year what is the storage space provided?
In this zoho email option ₹700 /user /year what is the storage space provided?
Making another calendar your default calendar
I am trying to make another calendar my default calendar when I add events to it. It keep going to a single calendar, I need it to go to my google calendar by default, as this is linked to other services / websites. I cannot find an option to make it
Zoho Mail Setup for New Domain ModZbig.com
Respected Zoho Support Community, I have this account as my personal account, I bought a new domain https://modzbig.com/ and I need to know can I setup free Email Setup with this account for my new domain. My new website is about to provide latest mod
Consigo excluir um e-mail que enviei errado?
Olá, enviei um email para um cliente e escrevi coisas erradas, como posso excluir este email enviado da caixa do cliente? existe essa possibilidade de cancelar e-mails que foram enviados? Obrigada
Unable to send message;Reason:553
Can Receive email, but Not sending. Please check & let me know the possible solution. zb14340497 Thanks
Font Size 11 - Zoho CRM Email Templates
Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email
Set Custom Icon for Custom Modules in new Zoho CRM UI
Power-up your app with spreadsheet editing using Zoho Office Integrator!
Hello users, Did you know that you can create and edit spreadsheets right in your web app? With Zoho Office Integrator's embeddable spreadsheet editors, you can easily add the capability to create and edit spreadsheets collaboratively in your app. With
Lead Blueprint transition in custom list view
Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed
Time Based Workflow Rules for Projects and Tasks
Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions that
How to Send Weekly Scheduled Emails of a Custom View
Greetings, We have a custom view called "All Employee View" for the Employee form. We are able to manually export that view using the "Export" button: However, we want to programmatically export this view as an XLS file each week and send it in an email
Extract first and last name
I am trying to build a custom function in Flow, when a new Zoho Booking is added I want to split the Name field into first last name. I understand the function needs to be a string and this works but I am unsure how to write this in the flow script. result
Field value permission to set for automation to work as expected?
I would like confirmation on the CRM software behaviour with the following configuration. A while ago I had discovered the solution by trial-and-error and now I don't remember what the conclusion was. I have a picklist field in the layout that I only
SEO for your Zoho Sites Website
Join our live webinar to learn how to use Zoho Sites' SEO tools to boost your website's ranking. Our product specialist will demonstrate everything you need to know about optimizing your web pages to make them search engine friendly. Register here for free: https://www.zoho.com/sites/webinars/
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