Recent Topics
Show ordered quantity on packing slips and invoices
Hello Is there any way possible to show the original ordered quantity of an item (as recorded in the sales order) on subsequent package slips and sales invoices, so that these documents can show the customer the ordered qty vs the qty being currently
Project Statuses
Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them
Zoho Inventory making changes to previous Fiscal Year Trial Balance
I'm running into an issue with Zoho Inventory syncing to QuickBooks and making edits now to journal entries made in our previous fiscal year. Fiscal Year End reporting has been completed, but our balances keep changing. If we make purchases or credits/returns
How to know account verification mobile number
How to know account verification mobile number
Native Barcode Generation in Creator
Hi all, I saw somewhere in a release announcement that Creator was going to add native Barcode/QR code generation, which was suppose to happen earlier this year. Anyone out there have any insight into how much further out this is? Thanks!
Saved Searches and Tags
Hello. Perhaps I am overlooking this, but it would be very helpful if the saved searches permitted 'negative' values (e.g. "Does Not Have). For example, I have a saved search where emails that have a certain tag (Client Tag) are presented in a saved search.
Accounts Receivable Balances Differs in Balance Sheet, Customer Balance Report, AR Ageing Summary, and AR Ageing Details.
Hello Zoho Accounts Receivable Balances Differs in Balance Sheet, Customer Balance Report, AR Ageing Summary, and AR Ageing Details. Please clarify and fix the issues here. Thanks
Sharing Newsletter from Past Campaign when I don't have a list
I have created and sent a campaign (i.e. a newsletter about my blog-articles). The campaign was sent to "segments" I'm trying to post a link to past newsletters, but as best as I can tell, to create an "Archive Link" you must select a "List" I got to
POP/SMTP access authentication failed
I am unable to log setup outlook for my zoho mail account. I am using these settings pop.zoho.com port 995 SSL poppro.zoho.com port 995 SSL smtp.zoho.com port 587(tls)/465(ssl) username/password works on mail.zoho.com but not with POP access. Can you
Workflow for a whitepaper
Hi, I would like to set up a workflow for sending a white paper. First, the user should register using a form. They should then receive an e-mail confirming their e-mail address and consenting to their data being used (double opt-in). If they confirm
Add the possibility to reorder rules
Right now rules are automatically ordered as they are added and they cannot be reordered. An example scenario where I find this is often needed is when working on more complex forms that have many fields and rules. As the form gets created and even after
Zoho Recruit: Time to Step Up Your AI Game!
I've been using Zoho Recruit for many years and I love it. But let's be honest, it's starting to feel a bit like a relic from the pre-ai era. I recently tried out new systems that have ai resume screening and ai interviewing capabilities, these systems
Deluge Script with Google Drive Connection
Hi, I am trying to find a file usine file name in a specic Folder Id in google drive but unable to figure out how to use the connection in google drive. We have created a connection in google deluge script in the name of "gdrive" response = invokeUrl
Windows Desktop Application for Bigin
I'm finding the need for a standalone Bigin desktop app for Windows users. Most of my daily work is done through a browser, so I often have several open tabs while working with customers and checking product information, etc. With Bigin currently only
how to make a downloaded file has file name + file extension in its name?
I want to download the file from 'File Upload' Field in Zoho CRM, after download the file then I will upload it to our own image server to create a download URL link. I wrote the code below. but the problem is, the file name doesnt have file extension
Setting for Warning on Customer Email Address When Creating a Lead
Hello, I wanted to check if anyone knows if there’s a setting for this: When I create a new lead, I would like the system to warn me if the person already exists as a customer under that email address. Just to clarify: I’m not talking about being warned
Zoho CRM email formatting issues
I have been having a hard time with formatting email templates. It feels like Zoho email is "fighting my edits." It refuses to change size, font, etc. Sometimes, the template looks great, then when the email gets sent, it looks completely different- some
Get the body of an email from the Email module using a workflow
Hello Folks, I've created a workflow that works on the "Emails" module, this workflow sends the email information to a function. My Question is: How I can obtain the body of these emails? Since there is way to get the body from the fields of the Emails
Reporting Tags as a column on custom reports
Hi support team, Is there any option to view the reporting tags added to the transactions as a column in the cutom reports? At the moment, we are able to see only the default columns when we try to create a custom report, but will be great to have information
Unable to send email from PHP using smtp with PHPMailer
<!DOCTYPE html> <!-- To change this license header, choose License Headers in Project Properties. To change this template file, choose Tools | Templates and open the template in the editor. --> <html> <head> <meta charset="UTF-8"> <title></title> </head>
Reassigning Admin User
I need to reassign an admin user to a new employee. If I transfer the admin user data to another admin user and then delete the old admin user, will this impact any workflows, automation, campaigns, that were created by the old admin user?
How to concatenate to make clickable url?
Hello, When I type url in cell it automatically creates hyperlink. Now, if I CONCATENATE two cells like this A1:http://www.domain.com/ B1:blog to make C1: http://www.domain.com/blog it doesn't create a clickable link. Why not?
Custom Multi-Line Field Email Checker ?
I see there is on the Marketplace great extensions for both the phone checker and email. Unfortunately neither are a good use-case for how we operate. I am looking to create a custom function (whether this be through Button or Kiosk) where once clicked,
How to Send Interview Schedule on Email by Deluge
Hi Zoho Users. I am vishal kumar and working as a Zoho Developer. some of the User is faces the Problem about workflow for sending the invitation to candidate interview link. like that I can help you. Step1:- Get attachment of interview when you create
Emails in Candidate records - show all as a default option
Hello, Zoho, please, could you finally make a change in the default setting of emails that are shown at the candidate records, that all emails were shown as a first option, not only emails sent/received by the concrete user? When there are emails sent/received by a different user than the one just logged in, many times it seems that there are no emails at all. It is very confusing. Can you please do something about it? Thank you Miroslava
Can not buy warehouse One Zoho One
Goodday, I have zoho one now and i hade stand alone from iventory also as the rest, i have Zoho FSM for the employees Normaly i could buy a exstra warehouse for 9 dollors but now i cant buy anything anymore Whats goning one? because our employees can't
Tax inclusive and exclusive for Sales invoices
Hello, where can I set my tax to be inclusive or exclusive for invoices in Zoho Books? There used to be a button for me to do that right above the products table. Can someone help me please? Thank you!
Problems with DNS verification - NIC.AR
I have sent an email 10 hours ago to the Zoho support email address but I got no reply yet! I searched for some related topics in the forum but none seems to be having this problem: NIC.AR requires 2 (two) DNS for the domain configuration and they do not require any name for the host/cname. Can you provide a second VALID DNS besides zmverify.zoho.com which I can add at NIC.AR? I contacted the DNS manager and he said the only way to properly verify (they call it 'delegate') the domain is by adding
Unable to attach files to mail
I am unable to attach files when I compose a mail message. There is no error message. When I click attach, there isn't a window that opens so that I can choose the attachment.
Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
CRM subform hide delete icon
Hi, is it possible to hide the delete and duplicate buttons on subforms in CRM with client script? I have set the fields to readonly via client script: ZDK.Page.getSubform("Subform").getField("field").setReadOnly(true); Users cant edit the fields anymore,
Domain registration
Good morning, dear all. When attempting to create a "custom" email for my brand, I was informed that the domain www.pratuacasa.com.br is associated with the account "c*****o@p*****" As a result, I do not have permission to proceed with registration on
File upload size limits
I am designing a contact form in Zoho Creator with File upload facility. I am not sure where and how to set the following properties for the same: Allowed File Types Maximum Size of the Attachment Number of Attachments
Moving my Email Account to Zoho
Dear, I'm having a problem transferring my e-mail account from G-suite to Zoho. Yesterday I canceled my e-mail account at G-mail, but I'm not getting to create a new account at Zoho. I always receive a message that my domain still is associate with my
My IMAP mail suddenly stopped working
On my iPhone and iPad, IMAP stopped working for my Zoho account with the error "User name or password incorrect" and "Invalid credentials failure" however I was able to access via web with the same credentials. Also stopped working on Apple Mail client.
Convert Zoho Inventory Sales Order to Invoice via Flow?
I'm not seeing how to create an invoice from a sales order in Zoho Inventory via Zoho Flow. Am I missing something, or is this not possible? I can see how to create an independent invoice, but not one linked with the sales order. Is this yet another area
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
Hello. My domain was renewed recently and since it came back online I've been having this issue. Read it here that I need to verify it again with Zoho. How can I proceed to this verification? Thanks!
Oops! An error occurred when attaching the file. Try again.
Hello, I keep getting this error when I try to attach a file. Clearing the browser cache did not help.
profile image
I have added the notebook app on both windows and then ubuntu. How do I add a profile image? When I click on the image area nothing happens. I have a profile image on my account that displays on my account, but not on the app.
desbloquear cuenta
Buenos dias Cordial saludo Tengo una cuenta libre en zoho mail asociado a un dominio, pero uno de los usuarios se bloquea el correo porque dice que ha excedido el límite de correo, por favor podrian desbloquearla y como hago para que esta persona debe enviar sus correos sin ningun probleama. Gracias de antemano
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