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Import Invoice error
Hi Team, While I am uploading the invoices through import method it's throwing one error "Invalid value specified for the parameter" for the column "Invoice number" I have tried multiple formats still the error is coming up What could be the reason
slider scale
We have justed moved from Survey Monkey to Zoho Surveys. One feature that was very important in SM was a slider scale to estimate spending. We ask a question "how much money do you spend on x?" Depending on the product the scale goes from 0 to 5000+ so
A/R Aging Details shows wrong aging days
In the A/R Summary Report all of the invoices are in the right aging buckets. When I run the A/R Aging Details report I get aged dates of +300 days when they should be in the 0-90 day range.
Adding or displaying "Accounts" to Campaigns
I understand we can add contacts to a campaign, but to really get use out of campaigns I need to be able to add Accounts (or at very least, display the Accounts that the Contacts are associated with). In my business, we are on first name basis with many
Where do i find my latest mass email draft?
I spent hours doing an eblast, sent it out to my team, and now cannot find it in my CRM. Where do I locate drafts?
Zoho CRM Client Portal
I have set up domain mapping. https://help.zoho.com/portal/en/community/topic/early-access-rebrand-your-crm-with-the-all-new-custom-domain-mapping-setup-18-5-2023 When a Portal User logs into the Client Portal and prints any page, the Zoho branding still
What is the recipient when creating Whatsapp Notification in Zoho CRM?
I want to make a whatsapp notification in workflow rules. I want to send whatsapp notification from whatsapp template for the leads after 24 hours conversation window is closed I really don't understand what the recipient here is could you please elaborate
New in Writer: Enhanced Content Generation and Formatting features
We are excited to unveil these features that can enhance your content creation and formatting experience. These additions are carefully tailored to boost your productivity and unlock your full content creation potential. Get the scoop on all the fresh
Zoho Payroll's Year in Review 2024
As we roll into 2025, we'd like to pay tribute to all the milestones we hit in 2024! From releasing out new features that streamlined your workflows to updates that made payroll management smoother, we’ve had a prolific year—all while keeping you, our
One day ticket in a multiple day event
Hi, is it possible to set up a one day ticket in a two days long event. I setted up a two days event, and I need to create two ticket class, one for the first day and another for the second day. Thank you
An error occurred while connecting to Yodlee. Please contact support.india@zohobooks.com and we'll help you out.
Hello Zoho, We frequently get the below error while refreshing bank feeds in Banking Tab. "An error occurred while connecting to Yodlee. Please contact support.india@zohobooks.com and we'll help you out." Ticket No 90609456 Please fix the same. Than
The payment entered is more than the total amount due for this invoice. Please check and retry.
Iam getting an error, when i try to reduce the amount of the paid invoice , were percenatage of tax was over charged in the invoice. How do i adjust the payment when invoice is already generated and customer had already made the payment.
Zoho Book - Banking Module - Cash Credit account
I have a CC account with a bank. I initially added the account as a 'Bank Account' under the banking module in Zoho Books. However, this CC Bank Account is showing as an asset instead of a liability. I have added the account as a credit card account but
How to send certain invoices for Approval based on condition?
To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.
can we split the Whatsapp Message (Business Messaging) to only appear to certain user?
I know that we can split the leads record if a user send a message through Whatsapp API in here as you can see from the image above, we assign two users to handle the messages but it seems to me that all users can see all messages in the 'Message' module
API Casing needs consistency in names
The JSON for an account record looks like this: {"Name": "Name of the Account", "id": "id of the account", "Address": "address of the account" "Owner":{ "name": "Name of Owner", "id": "id of owner", } } It makes no sense that "name" is capitalized in
Shopify DTC Sales into from Books to CRM. Can the imported sale be a "contact" only with a sales record?
Currently our integration when importing sales from Books, is creating a Contact and a Account for that contact under the same name. We have been told by our integration partner this is a mandatory function of ZoHo. They are not able to import a Sale
Upload a video to embed into an article
How can we upload a video to embed into the article...? We can upload images but this only seems to support image files. And the video option seems to just support YouTube, Vimeo and DailyMotion which is no good, we need to create our own videos and upload
TEMPLATES FOR QUOTES
Hi I am facing a lot of issues in creating a template for a quote with discount in ZOHO, we are unable to maintain alignment in our quotes . We have tried lot of things and still cant manage to get this basic thing right. Various emails to the ZOHO was
"Invalid entries found. Please correct and submit again." error needs to be clearer
Hi Zoho, We have had many users email us in frustration because they get the "Invalid entries found. Please correct and submit again." error and get angry because all they see is an unclear error and they think they have to start over. They are not aware that there is a red error message on the field indicating the problem after they click OK. Many are abandoning the form. Please add information to this error such as: Invalid entries found. Please correct and submit again. Click OK to go back
Seperate Mobile Editor for Zoho Sites
I'm using Zoho Sites more than 2 years on my company. We have tried a lot of solutions in order to solve mobile displaying issues but honestly, Zoho Sites is not working for mobile. It is mainly focused on desktop. We have tried so many implementations and optimizations on mobile pages but it is not working for us. It urgently needs a seperate mobile editor. As considered, mobile experience has a huge part in the SEO Rankings, we need to have more capability and unique features on the mobile side
How to Add and Manage Flexible Shift Patterns in Zoho People
I am managing a team of 40 employees and need to set up flexible shift patterns in Zoho People. Previously, I was using BrightHR, where creating a rota was simple with drag-and-drop functionality. In Zoho People, I find it more complex to assign shifts
Trigger an action when a Product item is added to the Deal's Product Related List section?
Hello, Is it possible, via workdlow, to trigger an action when a Product is added to the Deal's Related List section? Thank you Moderation Update: We are locking this post as a similar discussion is ongoing in the linked post below. We encourage you to
Removing or dissociating contacts from deals
Hi all, I am working on creating an intuitive system within the CRM to deal with old contacts who have since left the company. We still want to keep them in the system, but do not want them attached to their old accounts or deals. What I've done thus
How can i Customize Delivery Note?
I need to customize delivery note like change the tittle for language purposes and also include only the balance due
【Zoho CRM】翻訳機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から翻訳機能のアップデートをご紹介します。 今回のアップデートにより、翻訳機能が拡張され、さらに多くの言語に対応できるようになりました。 またこれまでは、「見込み客のデータ元」の選択リストの値や商談のステージ名といった、特定の値については画面の設定言語を変更しても標準言語のままで表示され、言語変更が反映されませんでした。 今回のアップデートにより、そのような一部項目にも言語変更を適用できるようになります。
Zoho Visual Editor Not Opening
Hello There I am trying to build a website using zoho and I can't open the visual editor. It keep saying Loading... Do you know why it is happening. Thanks in Advance Regards Rajat
Edit HTML of forms? Add autocomplete="off"?
Recently I've noticed that something — one customer suggested it was Chrome — is auto-filling one of my form fields with the customer's address. The field is a textarea that has nothing to do with the address — it's just a comment field. I'd like to be
Standalone function is not working
Hi, We have created a standalone function to integrate with a third-party service using OAuth. However, the standalone function's REST API key is expiring automatically after some time. When we regenerate the API key from the admin account, the function
Function went from fine to nonfunctioning without change
url = "https://www.zohoapis.com/crm/v7/Accounts/" + id + "/Attachments/" + attach_id; file_engage = invokeurl [ url :url type :GET connection:"zoho_attachments" ]; The attach id is grabbed from a file upload field account = zoho.crm.getRecordById("Accounts",id);
Can I give access of my Zoho Spreadsheet?
Hello Everbody! I work with a travel and tourism company, and my job is to record the data of clients of the company. And I use zoho for my work. So my question is can I give access of my sheet to the clients and my company. Kindly guide me. Thankyo
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
Team, When i try to send mail through ZOHO mail i am getting the following error. "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" Can i get some help on this. Thanks
Zoho mail stopped receiving emails
My Zoho email addresses that are linked to a domain suddenly stopped receiving messages yesterday, even though I've been using Zoho mail without problems for 1,5 years. I receive this reply to test emails: "553 Relaying disallowed". Due to this, my SMTP
My email client shows no emails anymore
I let my account expire due to old payment method. I repurchased it I turned back on IMAP Then all my emails disapeared. Everything is fine in the webview and and zoho mail app
Invalid Domain
Team, When i try to send mail through ZOHO mail i am getting the following error. "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" Can i get some help on this. Thanks
URGENT - Issue with outgoing mail
I am receiving mail but atm can not send - and not being given any code/reason as to why?
Impossible d'envoyer un message :Raison :553 Relaying disallowed. Invalid Domain - masertech.ma
Bonjour, J'ai renouvelé mon abonnement mais j'ai le probleme de domain.
Email SPF Hard Fail
Hi, can you help me to understand why email rejected? Paste error: This is the mail system at host pdx1-sub0-mail-mx206.dreamhost.com. I'm sorry to have to inform you that your message could not be delivered to one or more recipients. It's attached below.
Create a Zoho One Dashboard to show To Do List (Task List) across ALL Zoho Apps
To increase productivity we need ONE dashboard to show the day, week, month's tasks that are due across ALL Zoho Applications. At the moment we have to open CRM tasks, People Tasks, Project Tasks, Recruit Tasks etc to see what needs to be done for that
WHEN UPDATE ORGANIZATION INFO OLD INVOICES ALSO CHANGE INVOICING DATA
Hi We have updated our tax information because we have become a company, up until now we were an individual. The problem is that when updating the data in the zoho books profile all the old invoices change their tax information as well. Is there a way
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