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• Base Currency Adjustment - Mark Transaction as Something Other than Unreconciled

  Not a very concise title, but it describes the issue pretty well. Basically, when a Base Currency Adjustment is made, the transaction is recorded in the register of the account in question (as it should be). It's marked as "Manually Added", which makes

• Customer Account Statement

  Dear Sir, I am Travel Agent Curranty Zoho Provide Customer Statement with Date, Transactions, Details, Amount, Payments, Balance Our Suggestion is kindly Provide Statement with Item name & Description Kindly find the attachment

• move or clone the custom layout

  Hi, is it possible to move or clone the custom layout of a ticket from one department to another? BR

• How to restart the timer for the 'First Response' field associated with an SLA.

  Hello, through the API, I send an email to multiple accounts when a new ticket is created, and the system automatically sets the "First Response" field to null. I would like this to happen only when a ticket is assigned.

• Invoice filter issue

  Hello Team, I am using following API documentation for getting list of invoices. https://www.zoho.com/books/api/v3/invoices/#list-invoices I have applied filter on multiple fields & its working correctly. But when I pass search_text parameter with combination

• Zoho Books says "Please ensure that the "webhook_name" has less than 50 characters."

  I have a custom module on Zoho Books that creates a customer trip record. It has a customer field to link to their account information. When these entries are created, I want to fetch this customer's information so I can put the selected customer's address

• How to delay automatic retainer invoice

  Hi, we would like to use the functionality that there is a retainer invoice created automaticaly, when the customer accepts the offer. The "problem" is that the mail with the retainer invoice is sent imediatelly to the customer, which is kind of "impolite".

• Refresh token not appearing

  Hello, I was wondering if there is another way of obtaining a refresh token, as following the usual 60-second-code procedure generates a new access token, but not the refresh token, and so i have to repeat everything to get a new token every hour or so,

• Quote item header via api

  Hello. I'm not a programmer, but am trying as an amateur to have a form create a new quote so I can guide my sales reps with questions to accurately fill out the quote. We use zoho books. After three days I've successfully been able to create a quote

• Decrypting Secrets Returned by Zoho Vault API

  Hello, I've been able to follow the documentation here: Zoho Vault | API Reference and successfully call the GET_LOGIN operation with my token. I get back a response containing/similar to this: "name": "GET_LOGIN", "details": { "PASSPHRASE": "xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxABCDEFG==",

• copy the row to the end of table if under condition

  Hi, my table is created from zoho forms entry. Lat's say that column 3 has value 1 or 2. when the value is 1, no action is needed but when the value is 2 I would like that entire raw was automatically copied to the next row - it is the end of the table.

• my seo title , keyword and discription are not reflecting

  I added seo title, description, and keyword on my products but they are not reflecting. Please resove this problem.

• Integrate WhatsApp and ZohoOne

  What is the most recommended application or tool to integrate WhatsApp and ZohoOne? That allows, for example: - When a new lead is generated in Zoho CRM, the lead automatically receives a message by WhatsApp. - In line with the previous point, schedule

• Allow Zoho Cliq Admins to Manage External Channels Without Joining

  Dear Zoho Team, Greetings! As a Cliq admin, I can create external channels, but there is currently no way for me to invite external users to these channels without being a part of them. There are scenarios where, as an admin, I only need to set up the

• Invite External Users to Channels via Zoho Cliq Mobile App

  Dear Zoho Team, Greetings! Currently, Zoho Cliq allows us to invite external users to an external channel through the web interface. However, this functionality is not available in the mobile app. We kindly request the addition of this feature to the

• Deluge help - Looping in Zoho CRM

  Hi! I am trying to create a function and struggling as I cannot get the function to repeat without. breaking. Trying to write a function (currently doing through schedule) to run daily. Searching for tasks that are 90 days or more overdue. If task is

• Community Digest Noviembre 2024 - Todas las novedades en Español Zoho Community

  ¡Hola, Español Zoho Community! Wow, ya termina el año, ¡gracias a vuestra participación se nos ha pasado volando! Por eso mismo estamos preparando sorpresas para todos los que participáis en la Español Zoho Community para el próximo año, ¡estad atentos

• Assistance Required: Email Authentication Issue (SPF/DKIM) for Domain clearskyaerials.net

  Dear Support Team, I hope this email finds you well. I am experiencing an issue with my email services after linking my domain clearskyaerials.net (hosted on Zoho) to WordPress for website building. I am unable to send or receive emails, and the following

• ZOHO MAIL not loading

  Hello, My zoho mail is not loading. Both my desktop version and in google chrome. It opens but then doesn't load any charts. Are there any issues and how fast will it be resolved? Rafal.

• Zoho Storage Limit in Account where Multiple Emails are Accessed

  I have a main email account but also access three other email accounts set up in Zoho regularly so I set them up under my main account. Each account should have its own storage. However, I recently got a notification that my email was reaching its storage

• Not Getting Emails

  I am not getting any emails. All DNS is correct. I have been waiting for over an hour for my test email from my personal Gmail account to arrive into my Zoho Mail.

• Unable to receive emails from WordPress website contact forms.

  MX records are set up correctly, and email routing is set to remote. I am using WPForms on my website, which has been configured to send notifications to my Zoho mail. When I configure the notifications to my gmail account it works perfectly but I want

• Zoho Support is Dysfunctional & Don't Know Their Own Support Hours

  Seeking clarification on Zoho support hours and contact numbers please. We have been trying to phone Zoho support on +61 2 8066 2898 at 9:20am AEDT for the second day in a row, and gotten a message on Zoho's support line: "support is open monday through

• Not receiving emails; sending fine

  I got my last email at 5:09 MST this morning, but I'm not receiving any right now. I've made no changes to my MX records recently, and when I check them, they point to Zoho mail.

• Unable to parse JSON field in New Query Table

  I have a multiple level JSON field which I am unable to parse. "Complete Blocks"."EVENT_SCORES_JSON":"OverallScore" as Score The above line returns the full "Complete Blocks"."EVENT_SCORES_JSON" field as a Text type field i.e { "OverallScore" : XX, ect...

• Can Send Emails But I am not Receiving emails in Zoho Account

  I have set everything up and have the MX records pointing only to Zoho, nothing else. I am NOT reciving any error message when I send an email to the ZOHO email address but there is nothing in my Zoho Inbox. Please look into this and tell me what I need

• Canvas List View Not Saving

  Hi, I am trying to edit a list view to look different depending on the tags. Everything worked well and saved well with multiple views, but when I have gone back in to make some small changes like moving one of the icons it comes up with the error message

• tidak dapt menerima email

  saya menggunakan email zoho gratis melalui DNS RUMAH HOSTING, semua instruksi MX, DKIM, dll saya sudh ikuti sesuai petunjuk,,,namadomain saya poyakumsahira.org , mohon bantuannya

• How to lookup What_id to create a task in Zoho CRM?

  I'm trying to create a task in Zoho CRM by creating a new module entry. I'm getting an error: "Zoho CRM says 'required field not found'. Check the input for What_Id and try again." I'm assuming the What_Id is the "Subject" in the create entry task. I

• Generate a Zoho Sign link

  From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.

• Improve Payoneer integration with Zoho Books

  Payoneer integration with books need to be improved, it doesnt work if your base currency doesnt match with the currency of payoneer account even though base currency has nothing to do with payoneer account's specially when we're integrating payoneer

• Blueprint and SLA violations reports on Zoho Analytics

  We want the Blueprint and SLA violations reports to be placed into the Helpdesk Reports folder on Zoho Anaytics by Zoho. We don't know the rules behind these dashboard kind of reports on Desk so it would take us a lot of trial and error to create them on Analytics by ourselves. Please help us out by directly creating the templates for these reports on Analytics.

• Possible to freely prompt/query CRM data using Zia?

  Is it possible to prompt Zia to query on any information stored in the CRM, especially on the data stored in custom text fields? My use case is the people in my organisation have entered lots of text in custom text fields to capture information from an

• Act on your customers' voices in Zoho CRM

  Dear Customers, We hope you're well! We are super excited to present a pivotal addition to VoC in Zoho CRM—the ability to act! Customer feedback is directly proportional to customer experience, and in this customer-driven market, that feedback has a powerful

• SMTP Error

  After changing the password of the SMTP, the "Could not authenticate your account" error is appearing. How can we resolve this? Please help, this is really urgent.

• Free webinar alert! Overcoming Hybrid Work Challenges with Zoho Workplace

  Hello everyone, Are you facing challenges with hybrid work setups? Whether it's maintaining collaboration, efficiency, or security while working remotely and in-office, we've got you covered! Join our free webinar to discover how Zoho Workplace can help

• Empower Your Team with Kiosk Studio in the Professional Edition!

  Hello Everyone, We are thrilled to announce the introduction of Kiosk Studio for all users on the Professional edition of our CRM. With Kiosks, you can streamline the data collection process, customize CRM capabilities, and make them available for all

• IN BIGIN MOBILE APP ZOHO INVOICE IS NOT VISIBLE

  I HAVE INTEGRATED ZOHO BIGIN WITH ZOHO INVOICE IN WEB IT IS WORKING VERY FINE WITH ZOHO INVOICE VISIBLE , HOWEVER IN MOBILE APP ZOHO INVOICE IS NOT VISIBLE IN THE TABS , IT IS VERY DIFFICULT TO CHECK THE PIPELINE WITHOUT THE INVOICE , I HAVE TO DOWNLOAD

• Export as MP4 or GIF

  Hi, Just wondering if there's a way to export/convert a presentation to an MP4 video file or even a GIF. One use case would be to use the animation functionality to create social media graphics/charts/gifs/videos. Thanks for a great tool... Rgds Jon

• Invoice an upcoming subscription renewal in Advance

  How can I auto create and send an invoice for an upcoming subscription renewal in advance.  Eg: Subscription stars on 1-Feb-2017, but I would like the invoice to a sent to the customer on 1-Jan-2017. (30 days in advance).

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