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• Tom Lee

• Sticky Posts

• How to Add Users to your Organization in ZohoMail?

  A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________

• Recent Topics

• is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

  so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

• Request for Alerts on Workflow and Function Changes.

  I want to get an alert whenever a new workflow or function is added or an existing workflow or function is edited. Is there any way to do that? I need to log all changes whenever updates are made or new ones are added.

• Transfer Amount from One Vendor to Another Vendor

  One of the vendors, who has a balance with us, has closed the business and has started a new business; Now he wants me to transfer the outstanding from the old account to the new Vendor Account. I am trying to do this using Payment Settlement a/c, But

• Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

  it is really annoying.

• How to make Branch compulsory in Zoho Books invoice?

  How I make Branches compulsory in Zoho Books invoice?

• Regarding GST Report Issue in Zoho Books

  Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.

• Default Ship To Address on Purchase Orders cannot be different than Organization Address

  Our organization address is not where we want shipments delivered, it is just a mailing address. We would like to change the Ship To address on our PO's so that by default it is our warehouse (not the mailing address). I understand that when creating

• Function #57: Automatically group items in invoices based on categories

  Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add and

• Fixed asset management

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

• Suppress "spreadsheet will not be saved" message on published sheet

  I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet

• Differences between Zoho Books and Zoho Billing

  Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks

• unable to import transactions into zoho books

  I download a csv with separate columns for deposit and withdraw. The sample has zero's in the blank spaces so I ensure mine does too. When I try to import it says the fields must have values greater than zero.

• Zoho Forms Unable to Save Account Numbers with a Leading Zero

  We are using Zoho Forms to for rental applications. It is working well, except for one thing:  when a user enters their bank account information, and that account number actually starts with a ZERO (like 00123456) the Zoho form will return the value without

• How to include GST% in PO amount?

  Currently when I raise PO, the basic price of the item is used. However, the GST is not calculated and added along with the basic amount. I have added a Custom field for GST in the PO but I need Zoho Inventory to calculate the GST amount and add it with the Basic price to give me the final PO price.

• sitemap in zoho sites not updating

  I checked my sitemap and it has not added any updates. Do I have to generate one manually all the time or is zoho sites suppose to generate and update it?

• I trying to connect our PM tool but API shows failure

  Hi All, in ZOHO CRM when an enquiry stage is moved to WON then I have created a rule to trigger POST URL to thrid party AP and then create a function for mapping with below code void automation.kytesfunctions(String enquiryId) { // Fetch enquiry details

• 2 serial numbers for 1 item (Mac address and Serial number)

  There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbers

• Sample Ticket - Created from Bot Preview

  Why is Zoho desk adding bot created tickets?

• Webhook data is not being received

  We’ve set up the webhook with a public URL that returns a 200 status on Postman. However, when we ran a test, we didn’t receive anything in the req.body object or see any data from the POST request. As a team of freshers still learning the ropes of development,

• Number of Workflow runs

  Is there a way in Zoho desk to see statistics regarding workflows, rules and other automation objects? Would be nice for several reasons: You could ensure that your workflows are actually running. You could determine which ones weren't being used so you

• Mail is no longer populating CRM contacts

  Hi! For the last few days, my mail hasn't been populating my CRM contacts. Even people I email multiple times per day. In fact, it keeps trying to send mail to myself. Notice, I started typing Amy and only got as far as, "Am" and it suggested myself.

• Zoho Support is indeed shocking and difficult to get a response with

  All our business emails have an auto-foward set up on them so that they also go to our GMAIL accounts so that we receive them to the relevenat people. The emails are indeed auto forwarding and arriving to our GMAIL accounts but when you log into your

• 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

• How to get a list of selected records into a button-function? Here is how!

  So, you might know already how to get a button on a page somewhere and perform actions with a function when pressed, but how about a button that only works with the records you selected in the list view? The button selected is a custom button in the modules

• How to Add Break line / Return on button click

  I need to return the text concate with difference field from lead with line break i try "\r" ,"\n" "<br>" return "ali \r\n <br> baba"; None of above work.  i expected result something like this  ali baba but got this  ali \r\n <br> baba so, how can i

• How to get batch number of item by api?

  Hi there, Is there any way to get batch number of item by api? Batch number is the batch reference number in https://www.zoho.com/inventory/help/advanced-inventory-tracking/batch-tracking.html . When I call the https://www.zoho.com/books/api/v3/#Items_Get_an_item

• Filter embedded report

  How to filter embedded report in a page, below code is not working. dateField => startDate & dateField=< endDate The report should print on page containing records from startDate to endDate. params='zc_Header=true&amp;Service_Date__gte=<%=startDate%>&amp;Service_Date__lte=<%=endDate%>'

• Serious question: Are there actually "solo-preneurs"/small business owners who made Zoho-one work well for them?

  L.S. After already many years of continued struggle with Zoho-One, I am seriously wondering if there are actually solo-preneurs (one person small business owners - without a large, dedicated IT dept.) who got it (Zoho-One) to work well for their businesses.

• Announcing new features in Trident for Windows (v.1.18.6.0)

  Hello Community, Trident for Windows is here with some new features to elevate your workplace communication. Let's take a quick look at what's new. Ask and send read receipts for emails You can now request read receipts for specific emails while composing,

• Dialing Microsoft Teams Phone Service via Zoho CRM

  I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone

• Increase subscription prices for existing subscriptions

  Hi, Does anyone know how we could achieve the ability to increase the subscription fee for our existing customers based on a % increase. We are not yet using Zoho Billing (Subscriptions) and I'm not sure if it is a good fit for us. But we would need to

• Why developing custom function development made so difficult for Zoho Projects!!

  Hi Zoho Team, I am trying to write function to automate a process but whatever API name or Column Name I use, the API isn't populating certain fields. Even the standard fields aren't getting populated through API. It's already exhausting to find all API

• Delete / Modify Default Career Site - Zoho Recruit

  Hello, It would be very useful if we could delete a default career site or change which of our career site is the default. Our Career site was created when there were issues with Zoho Recruit creating English CTA buttons on French Career sites. The only

• Data not visible in sheet cells

  I'm having an issue where my data is not visible in my sheet cells. If I click on an individual cell, the data does display above in the little "fx" box. But all the boxes in the sheet just look blank. My collaborators do not have this issue. I have checked

• Function #20: Custom calculation in item table of invoices

  When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would

• PO receive limitations

  It is VERY common to receive more or less that the PO quantity. It's totally ludicrous to limit the maximum receive to the PO quantity! What if the receive is 0.00001 less than the PO quantity - it leaves the PO as "Partially received" The current options are to edit the PO manually before finalizing the receive, an outrageous situation ! Please Zoho guys - this is an infuriating oversight & can be easily resolved by introducing the option as shown in the attached document ......

• Document images

  We used to be able to rotate the images but this has now been removed ???

• Why don't we have better integration with Mercado Pago or Pagseguro?

  Currently, the integration between Zoho Commerce and Mercado Pago for Brazil is very poor... Since it is old, it does not include the main payment method in Brazil today, which is PIX. Is there a date for this to finally be launched? There are numerous

• Why is there no integration with native Brazilian shipping methods?

  Zoho Commerce is a powerful platform for e-commerce, but its lack of integration with native Brazilian shipping solutions is a significant limitation for users in Brazil. Integrating with popular shipping providers like Correios, Frenet, and Kangu would

• Alert for Back Navigation in Zoho Creator Widgets on Mobile Apps

  In Zoho Creator widgets, when a user navigates back on mobile devices, the data within the widget is reset. This leads to a loss of any unsaved changes or inputs, causing frustration for users. To enhance user experience, we need to implement a confirmation

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