Sticky Posts
Four types of task dependencies
"Nothing is particularly hard if you divide it into small jobs." - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
Tip: How to print the Gantt View
Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
Task and Project numbering
Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs. Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
Task Inline Editing Enhancement
Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.
Blueprint in Zoho Projects
Often, we stumble upon tasks having the same status workflow. Repetitive task processes are tedious to handle, right? That’s why we have introduced Blueprint for task automation. Blueprint is a tool to organize tasks and automate them based on the workflow you design and the criteria you define. How do I associate tasks with a blueprint? You can set the criteria while creating the blueprint such that when you publish a blueprint, the tasks that satisfy the criteria will be associated with the
Recent Topics
Have do I have multiple email accounts under one zoho account?
I want to use zohomail as mu email server. I have three domains... email@domain1.com is already setup as a maillist subscription and working perfectly. It is setup so that anything sent to domain.com goes into that mailbox as a catchall I have two more
لا تظهر لوحة التحكم في حساب البريد الخاص بي وعند الدخول عبر لينك يظهر خطا ليس لدي صلاحية الدخول
لا تظهر لوحة التحكم في حساب البريد الخاص بي وعندلا تظهر لوحة التحكم في حساب البريد الخاص بي وعند الدخول عبر لينك يظهر خطا ليس لدي صلاحية الدخول الاشتراك السنوي الخاص بي ينتهي ولا يمكنني التجديد الان The control panel does not appear in my mail account,
This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
I get the above error when trying to create a new distribution list in the web app. I have seen may similar issues in the community, and it appears that something needs to be updated in the back end. Can you have a look at my account and ensure that it
Cliq meeting attendee kicked out when cancelling another call.
Hello all I have a member in my organisation who is experiencing the following issue; When they are present in a Cliq video meeting and another call comes in from in a different app such as WhatsApp or native phone app, when they try to cancel the other
worrying announce
Hi when I open the e-mail box, I can read an "error announce". ("ops ! si è verificato un errore riprova") If I do not mind and click on any of the boxes it correctly works. Can you avoid this " error announce" to appear ? Thank YOU
How to void partially paid bill?
Hello. I have following problem and can't figure out how to solve it. I created a bill from vendor for 180gbp for purchase of some items. It was partially paid (60gbp) and so far so good - 120gbp overdue and items were successfully added to inventory
Error 553
Hello how are you? I'm having trouble sending email. This message appears whenever I try to send an email. I'm receiving emails normally, but I just can't send them
Email from Protonmail not received in Zoho mail account.
I just wonder, why my Zoho account did not receive an email from the Protonmail account? But, their Protonmail account can receive my email from Zoho. I already tried searching on Google but did not get the answer. Is this the problem on Protonmail or
Zoho Calendar and Microsoft Teams Invite is not syncing
I have a client who always send me invite through Microsoft teams, however whenever I try to accept the invite and add it in my zoho calendar I get a error stating : Internal Error
Feature Request: Captions
It might be nice to add captions to the image insert and table insert feature. This way you could refer back to the table or image in the body of your text as "Figure X" or "Table X". It could auto-increment like the footnotes and endnotes do. Perhaps
Pagination help
Hello everyone. I have this code below that gets all accounts based on specific criteria. I just discovered that it's not pulling in all of the accounts due to the 200 item limit. I've been trying to follow some pagination examples but can't seem to figure
Figure and Table Captions
It would also be great if you could support Insert cross reference so you can select a figure caption or table caption in the body of the text. The captions should renumber based on order if you insert a new figure or move figures around. The references in the doc should then reflect the new numbering.
trigger workflow of lead from custom function of another module?
i am creating a new lead from custom function of a custom module name "Web Leads" but when the new record in created in lead its not running the workflow of lead . i have created a worflow in leads that send email when new lead is created. this is the custom function New_Lead = Map(); New_Lead.put("First_Name",name.getPrefix(" ")); New_Lead.put("Last_Name",name.getSuffix(" ")); New_Lead.put("Phone",striped_phone); New_Lead.put("Email",email); New_Lead.put("Lead_Source",lead_source); New_Lead.put("Lead_Status","New");
how to check if a date/time is before today using deluge function?
I have a Date/Time field like this how to check if a date is before 24th february 2025? I expect a boolean result using deluge function
Multi-Select Flow Between Modules
Hi, I have a Multi-Select Fields in my "Clients" module in Zoho CRM. Whenever that fiels is created or updated, I want it to reflect a similar field in my "Enrollments" Module -- so they match. I keep running into JSON errors for some reason. The main
WorkDrive user
Hi, I have 7 users in my organization Can I purchase 4 licenses for "WorkDrive" and choose which user can use them from the 7 users I have? Thanks
Subsections for organizing Data more structured
We have a car calculation section. It consists of Discount (4 fields), Price (5 fields) and Price after Discount (3 fields). We would like to separate these fields with subsections, since the section itself with all the fields is really cluttered.
Achieve multi-level record prioritization with multiple Kanban views per module
Dear all, We're happy to announce the introduction of a new capability within Zoho CRM: creating multiple Kanban views within a single module (depending on your edition). As you may already know, the Kanban view in Zoho CRM is a card-based view that displays
QR code on Transfer Orders
Adding a QR code to Transfer Orders may be useful, as employees receiving transfers could scan the code to open the record on their phone or PC so that they can quickly accept the transfer.
Appraisals - Copy from Most Recent Review
For employers who regularly conduct employee appraisals, there's often little that changes from review to review. I find myself printing the previous period's review, and largely re-typing much of the same information, making updates where necessary to
"Send Email" button for Quotes module
I'm honestly surprised this is missing for such an important module. The Quotes module absolutely needs the "Send Email" button so you can send quotes to a client. I've tried the mail merge option and the other "Send Email" option hidden in the settings,
Parent Form -> Subfrom with Lookup Field - Desync on Parent Form Viewport
I have a Parent Form (Accounts) with a Sub-from (Documents). The Documents form contains a lookup field for Accounts, however when the "Related Account" Lookup Field is updated via the Documents form, the change is not reflected in the Accounts Form's
Cannot deliver email campaigns to emails hosted on Microsoft Exchange
I've created a few test email campaigns and tried sending them to my co-workers. They were marked as delivered in Zoho Campaigns; however, no one received the campaign (not even in junk email folder). We use Microsoft Outlook for email. After another test, one person out of 4 got the campaign email in Exchange... in junk mail. Emails to other hosts were received (yahoo mail and gmail). However, the message sent to gmail was automatically put into the spam folder. How do we avoid this in the future?
Coupon Code Re-Use
If we have a one time coupon code that is added to a subscription, can we re-use the same coupon code on the same subscription in the future? We would be giving discounts for referrals on a periodic basis. Is there a better way to handle this?
Limit number of records in Related list
Hi There Is there a way to limit number of records in Related list? ex. we can only issue 5 proposals per account. Any chance this can be done via settings or other ways? Thanks Manny
Can we connect Zoho Billings with QuickBooks?
Hi, On the old page of Zoho Billins (Zoho Subscriptions), it mentioned that we could connect Zoho Billings with QuickBooks. I don't find QuickBooks on the list of integration on Zoho Billings page now. Is it still possible to connect Zoho Billings with
Zoho emails not being delivered to Hotmail accounts!!
Hi, I have this problem I already posted yesterday. My emails are not being delivered to hotmail accounts. They do not even appear in the Spam folder. I already enabled the Domain Keys for my domain and setup the SPF record in my domain manager v=spf1
Data migration Limits
We are in the process of migration from Global version to Mexico. We have downloaded all the information ( 5 years) and are stopped with the transtaction limits. We have over 30,000 Sales orders. and we can only upload 7,500 in the zoho finance plus verison.
Best Way to Extract Structured Data from Emails in Zoho Desk/Flow
I am trying to automate the processing of NSF (Non-Sufficient Funds) notices received via email in Zoho Desk. Specifically, I need to: Extract specific details from the email body, including: Account Number (e.g., "Account Number: 987654321") NSF Amount
Why are Deals from ZOHO CRM not synced to ZOHO Desk?
We are working with Deals in ZOHO CRM to register new assignments from our clients. I would like to service the execution of these Deals via ZOHO Desk, but apparently ZOHO Desk does not automatically show the Deals connected to Clients as registered in
Invoice Line Item Report
Is it possible to run an 'Invoice Line Item Report'? The 'Invoice Details Report' shows one row per invoice. I would like one row per Invoice Line Item.
Allow Validation Logic to Prevent Merging Specific Tickets
Is there a way to add a validation to the "Merge" process such that if one of the tickets being merged meets a specific criteria, the system prevents the merge? We have run into issues where a team member merged a ticket that clearly should not have been
Add second Help Center [resolved]
Hi, I need to create a second help center. My two help desks must be independent, each with a custom subdomain, and no common base for users. I don't want in center A they can send a ticker to center B, and vice versa. The first one is functional, and
Images not showing up in Desk tickets
Customers are trying to send us screenshots to diagnose their issues. But Desk seems to be stopping the images/breaking the link when the ticket comes in. (We can see them in an email box getting cc'd on all tickets...so it's not our mail system). Help!
Hide/Remove Zia search bar in Mobile app
How do i hide the Zia Search button " Search across Zoho apps " in the app?
Perform mail-merge operations in Zoho CRM right from your iPad and Android tablet web browsers too!
Dear All, Greetings! Writer's recent update offers unrestricted access to all its features via the web browsers of iPad and Android tablets as well. This in turn makes it possible to perform all mail-merge related operations from Zoho CRM, even from
Automating Follow-up Email After Call Ends – Best Approach?
Hey Everyone, I want to set up an automated follow-up email that gets sent to a client right after a call ends in Zoho CRM. I checked workflow automation, but I’m not sure if there’s a direct way to trigger an email based on call completion. Has anyone
Adjusting the company logo size within an email template - how?
We try to use the company logo that we have in Zoho CRM in our standard emails from Zoho CRM. The Logo however is very "large" and as such looks to large if we just use the code: " ${companyLogo}" What would the code be to resize the logo above in the
Sales without Invoice refund
I have a sales without invoice in my stripe account from April. This is a double entry as the customer paid the invoice and that was recorded in Stripe. I cannot delete it as it was included in a VAT return. I need to remove it or refund it to balance
Zoho Creator App used through Zoho Connect/Workplace Account - Issues - Formulas & Connecting Zoho Forms
Good evening! I am having trouble connecting Zoho Forms to my Zoho Connect App (Workplace subscription - so not full Creator account). Does anyone have ideas on how to make the submitted form feed into the app to creator a record? Part of the trouble
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