Administrators now have permissions to access the Subscription and Payment details.

• Topic Participants

• Ramya A

  

• Systems Admin

• Karthikeyan SK

• Sticky Posts

• Important update! Re-authentication mandated for sensitive admin operations in Admin Console.

  Dear Zoho Mail Community, Hope you're all doing good and staying safe! As we strive to provide you with better security for your business email needs, an additional measure has been taken to ensure more security to the sensitive Admin Operations performed

• Important announcement: IPv6 support in Inbound gateway

  Greetings from Zoho Mail team. We are happy to announce the support of IPv6 support for receiving emails in Zoho Mail. This post mainly addresses the admins who have configured inbound gateway for their organisation. As a part of the changes related to

• Administrators now have permissions to access the Subscription and Payment details.

  Hello everyone! Hope you are all staying safe during these trying times. To ensure that your organization's email service, the backbone of communication, does not get affected due to inadvertent negligence by the super administrator, we have made a few changes in our roles and permissions to handle subscription and renewal smoothly. Earlier, any organization's Subscription and Payment information in Zoho Mail could be accessed only by the organization's Super Administrator. Now, based on requests

• Move ahead from Docs to WorkDrive - WorkDrive is now available in all Workplace plans!

  Dear all,  We are glad to announce that WorkDrive is available across all the Workplace plans, with added storage and extensive team features.  Zoho WorkDrive is now available for all users, including those who subscribed before Zoho WorkDrive was introduced

• Announcement - Changes in Custom login page

  In continuation to our efforts in protecting your Zoho Mail account we have made a few changes in the custom login page. We are making some enhancements in the browser to server communication to make it more secure.  You may be aware of the most of the modern web browsers mandate certain security practices to showing the webpages as 'Secure'.  We are rolling out the security related enhancements ensure that our custom login page accessed only in https mode and the authentication is securely done

• Recent Topics

• Fixed asset management

  I want to know if there is any individual module for fixed assets management

• Recording depreciation of fixed assets as a percentage of residual value

  In India, fixed assets are depreciated as a percentage of their residual value at the beginning of each fiscal year. I went through the documentation for creating recurring journal entries, but could only find ways to depreciate by a fixed rupee amount

• Function #28: Automatically calculate Customer Loyalty points

  Hello everyone, and welcome back to our series! Today, we're excited to share a workflow designed to streamline the management of loyalty points. Many businesses offer incentives or rewards in the form of loyalty points to their customers as a way to

• Function #6: Calculate Commissions for paid invoices

  Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates an

• How to Add Product SKU in Invoice?

  How to Add Product SKU in Invoice?

• Tracking movement between departments

  I've been developing a reporting system in Zoho and one of the groups I want to develop a report on primarily moves tickets from department to another. Is there a way to set up the reporting on Zoho (or Zoho Reports) that can tell me the number of tickets

• Zoho CRM Calendar View

  Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose

• Call transcrition working for ringcentral?

  I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call

• What is syntax to call creator function (or trigger a creator workflow) from CRM deluge?

  What is syntax to call creator function (or trigger a creator workflow) from CRM deluge?

• WhatsApp and Zoho Creator Integration

  How we have integrate WhatsApp App with Zoho Creator without using external application ?

• Improve Creator Calendar Report

  Please can you improve the Creator Calendar Report General There is no way to highlight certain days, for example weekends or public holidays. There is no way to hide certain days, for example weekends. There is no way to modify the day header, it just

• Important updates to Zoho CRM's email deliverability

  Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domains

• Custom modules not showing in developer console

  I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?

• Chart with Filtered Data vs Unfiltered Data

  I am looking to create a chart view that displays the full data set vs a subset of the data filtered by user filter. However I do not seem to find any method by which to exclude a plot from the applied filter or any other method by which to display the

• Meetups Gratuitos Junio 2024 - Profundiza en las funcionalidades de tu Zoho CRM

  Este junio, aprende a sacar el máximo provecho de tu Zoho CRM en la segunda edición de los Zoho Meetups 2024. Los días 18 a 21 de junio, Zoho organiza los Meetups gratuitos para usuarios de Zoho CRM en Valencia, Barcelona, Madrid y Sevilla, donde expertos

• How to get the Dashboard page to be the first page when you open the app

  So when it opens on a tablet or phone it opens on the welcome page, thanks.

• Integration between Zoho CRM and Zoho WorkDrive

  I'd like to search Zoho for an invoice I've added as an attachment (pdf) to an account. The name of the invoice is 1388-advertiserx-July.pdf - but I can't find it using the search function for any of these terms: 1388 1388-advertiserx 1388-advertiserx-July.pdf

• Tip #17: How to mandate partial payment for your appointments

  When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits

• Why option for 'include form submission in the body of the email' check box is missing

  Hi In all our forms we have configured an <Email Notification> (<Rules> <Form Rules>) In some forms, there is an option to <include form submission in the body of the email> in the <Additional Options> section, however, this option is not available in

• Mozilla Vault extension will not Unlock even once.

  I have been using the Vault extension in Chrome based browsers for years, yet after installing the Mozilla Extension in Firefox, it will not unlock. Initially it did redirect me to log into my account, and then enter the master password. However, it did

• Unable to Download CRM Contact Data: WorkDrive Integration Issues

  ## Problem Description We need to let users download contact information from CRM as CSV files to their local computers. Since we couldn't implement a direct download option, we're trying to use WorkDrive as a workaround - but we're encountering issues

• Sort mail by name and subject

  I don't see sort function on columns FROM and Subject. I see only sort functio by date. Could add it ?

• Zoho Creator monthly roundup - September 2024

  Hello all, We're back with an exciting set of new features and enhancements that will elevate your Creator experience even further. In case you missed it, we’ve recently revamped our Product Roadmap page, now with a refreshed design and showcasing all

• Kiosk Studio Session #1: View paid customers in the same industry

  Update | 15 Oct 2024: Session #2 is now available here! Hello everyone! We're excited to launch our new series of posts on Kiosk Studio today. Called Kiosk Studio Sessions , these posts will be packed with actionable ideas to help you get the most out

• Issues hosting Zoho Desk Web Form on SharePoint and/or Power BI

  Zoho Desk onboarding support has no experience with embedding their web form in either SharePoint or Power BI. Microsoft states that SharePoint and Power BI only support iframe HTML. And unfortunately, the web form embed code that Zoho generates is not

• "Send with Zoho Sign" broken

  Our company uses hyphens in our file name conventions. Our users have been sending the files from other modules with the "Send with Zoho Sign" shortcut in the upper right buttons. Since around June 10, 2024, this stopped working. Our users can send the

• Not able to change colors help center

  Hi. How can I change the orange color in the help center? You can change everything besides this font color And how can I remove the part on the bottom?

• Transform Numeric Values using st, nd, rd, th or Convert Numerals to Ordinal Form - Deluge

  Please Use this sample Code This_Day_Date = zoho.currentdate.toString("dd"); value1 = "th"; if(This_Day_Date.right(1) ="1" && This_Day_Date != "11") { This_Day_Date = This_Day_Date+" "+"st"; } else if ( This_Day_Date.right(1) = "2" && This_Day_Date !=

• Kaizen #166 - Handling Query Variables in Zoho CRM

  Hello, Code Enthusiasts! Welcome to another week of Kaizen! This week, we'll dive into handling variables in Zoho CRM Queries and see how they can be deployed in Kiosk to dynamically retrieve data. This technique is especially useful for integrating data

• Automate User Invitations on Zoho Desk with API

  Automate User Invitations on Zoho Desk with API Hello Team, We are excited to announce that you can now automatically invite users to the Zoho Desk portal using the API! ### How It Works For example, when a contact is created in Zoho Desk and you enable

• Is there a way to add clients who don't have organisation in Zoho Books/Payroll/Expense ?

  The Zoho Practice software is only allowing a total of 15 such clients who are not organisations in Zoho Books/Payroll/Expense. i.e. 5 organisation in each of the software by creating a new organization for them and adding the accountant as the admin

• Email with attachments saving attachments into Zoho CRM from Zoho Mail

  Hi, I get a lot of emails from prospective clients asking if we would bid their project. Those projects usually have many documents associated with them that I link to.  I would like to have those documents be saved as an attachment in my Potential or Contact or Account. I don't see a way to do that that isn't multi-step. As of now I do the following: 1.) Open email 2.) If email sender isn't in my Zoho CRM database I enter them creating a Potential 3.) I download the attachment and save it to a different

• Fixed assets recording

  Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal

• Multi-Select lookup field has reached its maximum??

  Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

• Zoho Sheet-Pulling in Data

  I have a module where we track POs, Bills etc (its easier for us this way). In this PO Module, we have a task related to a Job/Deal and various fields for costs. A Supplier on a Job might have several POs in this module for the job. I want to generate

• Can't get ZFS file ID of a field via specific module record

  I have a `fileupload` field on a custom module that I need to replace the file for but I don't know how to get the ZFS ID from the module record. # Getting the current fileupload GET https://www.zohoapis.eu/crm/v7/<MODULE>/<ID> # Response { data: [{ //

• Multiple Salesperson against an invoice

  Hello, Against a particular invoice, we have multiple sales people working. The reason we combine the invoice is becuase we are an exporter and often consolidate cargo for our customer to save them freight costs. How do I capture the contribution of each

• Allow a brand to connect multiple facebook pages at the same time

  Our company have multiple facebook pages to represent, every branch, right now we can only link one facebook page, so we can only recive messages from one branch. It would be nice to be able to connect all pages.

• Whatsapp reply not reflected under Tickets for offline agent

  Hi, We are encountering a situation where WA response from customer is not reflected under tickets (if the agent handling the case previously is not active due to off day/ MC). The ticket will remain in the offline agent's queue until agent is back to

• Select CRM Custom Module in Zoho Creator

  I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?

• Next Page