Recent Topics
eway Bill - Import (Good / Material)
As we Importer of goods , for That first we Generate PO then , Payment, then after We create Bill of Entry After Bill of Entry Anywhere (99%) cases material that arrived to port that comes to warehouse / factory for that Eway bill , we have to create
In zoho creator I have Category form it has category name field Once Enter category name , category code want to Auo create on submit of the form
In zoho creator I have Category form it has category name field Once Enter category name , category code want to Auo create on submit of the form Code Create Format first letter of product with number of product on this category Example: I have one use
Let's Talk Recruit: Meet Zia, your all-in-one AI assistant
Welcome back to our Let's Talk Recruit series! Today, we are going to meet Zia, your all-in-one AI assistant. Let's delve into Zia's capabilities and explore how it takes tedious, time-consuming tasks off your plate. What is Zia? Zia is your AI companion
Zoho ONE Inventory and Zoho FSM
Zoho ONE Inventory sees a warehouse just as a warehouse. You have to be a ZOHO ONE usher for example to use a warehouse like counting stock while you have to buy a warehouse as an Add one separately from ZOHO ONE Inventory to use it for ZOHO FSM In ZOHO
Export all of our manuals from Zoho Learn in one go
Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah
How to Mass Delete 26K leads ?
Hi, can anyone tell me how I can mass delete 26K leads please? Thanks Colin
【Zoho CRM】サブフォームのアップデート
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」の中からサブフォームのアップデートをご紹介します。 サブフォームは、複数の行項目をまとめて管理できる副次的なフォーム/表です。例えば、営業チームがCRMのサブフォームを使って顧客の注文を管理する場合、商品名・価格・納期などの情報をまとめて入力できます。 ただし、このサブフォームのリスト自体が長くなると、スクロールが必要になり、画面上で確認する際に情報を把握しづらくなることがあります。 この課題を解決するため、サブフォームの列で「複数列のピン留め」と「項目列の幅の調整」の2つの新オプションの使用が可能になりました。
Is there a way to Prefill A Subform in Zoho Forms?
By The Grace Of G-d. Hi, Is there any way to prefill a subform? Using URL Parameters or something else?
Updating Auto Numbers
I'm removing a suffix from my auto number that's related to my customer record. I would like it removed from all existing customer records but I don't want to change the number before the suffix. If I tell it to update existing records, will it overwrite
How to add categories?
How to add categories? I don't know if it is possible to create categories of the services, for example if the reported issue is a printer problem, hardware, email account, etc. I have only seen that the ticket is chosen if it is a complaint, question,
Zoho CRM in Microsoft Power Automate Custom Data Connector
Hello, I have set up a custom data connector in Microsoft Power Automate. It is a connector to retrieve Zoho CRM data. I am pretty certain that I have entered the OAuth 2.0 authentication information correctly. However when I test the Get request https://zohoapis.com/crm/v2/leads.
Client Script: new value not set after calling setValue() - what's wrong?
I'm new to Javascript and Zoho Client Script, though I have experience developing applications in C and Java. I have been trying to figure out why my code doesn't work and would appreciate help from the community to point out what's wrong. For my current
Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused.
Hello. Lately we are having problems with some campaigns, which show us this error message. Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused. We can't find
ZOHO not recognizing mx records
My domain hosting lapsed, and upon reactivating I had to recreate all my DNS records. ZOHO is not recognizing my MX records, but IS recognizing my SPF, DMARC, etc. Mail is being delivered to ZOHO just fine, but when I attempt to send I get a "relaying
mail rejected because of sender's SPF record issue
We recently started hearing from customers that email is bouncing with the error: 550 5.7.23 Sender's SPF Policy Failure We cannot reject email because sender's DNS record is wrong. We need to accept mail in most cases. How do we fix this (because clearly
No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked.
Hola! quiero enviar un correo electronico desde mi casilla de correo " tallerenproceso@zoho.com" y no me permite, porque dice: " No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked." lei que otros usuarios le daban respuesta de almacenamiento,
BLOQUEO DE POP-ENTRANTE
Solicito con urgencia su apoyo, la cuenta dnanez@mirandacorredores.pe tiene problemas con el correo entrante. Tiene habilitado la opción POP en ZOHO y maneja sus correos con la herramienta Outlook, sin embargo no puede recibir ningún correo ya que aparece
Making preview pane "stick"
Hello, Is it possible to fix/dock the preview pane so that it's always there? The modern monitors are all very wide so there's plenty of space horizontally. Having the preview pane disappearing and appearing again when you click on an email message in
Renew expired domain
Hi My domain expired in early September. I tried to renew it but to make the transaction was an error. In the control panel, the renewal option does not appear. It happened more than 1 month and already I'm having problems with mail. When I go to a site
Print Email without Header Information - How?
How do we print an email without printing the header? More and more vendors are emailing us invoices embedded in the email - not as an attachment. However, because the email print function automatically prints the email header, the invoices are split
Cómo creo una factura negativa o de abono?
NEcesito anular una factura y crear una nueva igual pero en negativo. El sistema no me lo permite
Metrics available in Canada ?
Hello, For the portal, the metrics looks empty for me. It says something like "no portal to display". Do I have to do something special to get it started or it is just not available yet for Canada ? Sylvain
In Zoho Desk, is there a way to see a list of comments that I've been tagged in?
Thanks in advance!
Tracking product & invoice margins and costs
We currently use Zoho Invoice and looking to understand how other people manage their product costs, margins, reporting etc. How do you know how much a particular job/invoice has made you and the costs involved? We have over 100,000 SKUs so not sure how
ZOHO ONE Inventory and ZOHO FSM
Zoho ONE Inventory sees a warehouse just as a warehouse. You have to be a ZOHO ONE usher for example to use a warehouse like counting stock while you have to buy a warehouse as an Add one separately from ZOHO ONE Inventory to use it for ZOHO FSM In ZOHO
Get custom field value using deluge
Hi everyone, I'm trying to get the value in a field using deluge in Desk, but i have i couldn't find an answer anywhere, this is my code : response = zoho.desk.getRecordById(OrgID,"tickets",TicketID); info response.get("cf_supplier");
Zoho Mail + Godaddy + Other Hosting how to configure
Hi, I have taken zoho mail subscription, domain registered on godaddy and hosting taken from other hosting provider. So I have updated third party hosting nameserver on godaddy So now unable to add DNS records in Godaddy. Please give the solution.
how to enable multi DC option in my organization tenant that using zoho sign to give chance to any external users from any DC to sign our docs?
how to enable multi-DC option in my organization tenant that using zoho sign to give chance to any external users from any DC to sign our docs?
automatic follow up alerts if potential stage doesn´t change in a certain period
I want to control the whole sale process through setting a different Lead status or Potential Stage each time the lead or potential reaches a certain milestone in the sale process. The idea behind that is that a change in the lead status or potential stage triggers rules which have tasks that move the sales process forward. For example, if a Lead asks for a quotation, the Lead owner will set its status as "converto to potential", which triggers a rule that has a task attached to convert the lead
How to set up ‘Adjusted Revenue’ in Zoho Books?
Hello, I have a marketing agency where I typically offer social media management and advertising services to local clients on a retainer/monthly-recurring basis. One of my core services include Ad Spend (we call it Digital Media Buying), which contributes
Aliasing Tables in Reports
I'm trying to build a Query Table in Zoho Reports using my Zoho CRM data, and I'm running into this error: Whenever a table alias is defined, kindly use table alias name before the respective columns used in SELECT query I'm trying to create a query table that joins several aliases of the Contacts table to the Opportunities table. For example, an Opportunity has a Primary Contact, a Referral Source, a Primary Liaison, and an Agent. All four of these are represented in the Opportunities table
Close task from list view
Hi everyone, I’m trying to find a way to streamline task management in Zoho CRM. Specifically, I want to know if it’s possible to add a button directly in the list view of the Tasks module one button per task that allows users to close a task without
Import or migrate a Word Press website into Zoho Sites?
Is it possible to import or migrate a Word Press website into Zoho Sites?
Automatically open a widget
How do I make a widget open automatically if a user views any record from a specific module?
Restrict Access to Dashboard Tab to some users
Is there a way to restrict the access to a specific tab of my dashboard to some users? Say I have a dashboard of HR with 3 tabs, and I want to allow some users to have access to only 2 tabs. How could I do this? Thanks
Hotmail rejecting mail
I have paid Zoho account. Hotmail is rejectying mail from Zoho because Zoho is on hotmail block list ---- On Tue, 15 Oct 2024 10:30:47 +1300 <mailer-daemon@mail.zoho.com.au> wrote --- This message was created automatically by mail delivery software. A
How to Send and Document for Signing using Power Automate?
Hello Everyone, I am looking for a way to send a document for signature using Power Automate. Specifically, I would like to automate the process of sending documents (such as contracts or forms) to recipients for signing and also track the status of those
Zoho Sign not working in Canada Feb 06, 2025
When logging into zoho sign a short while ago we are seeing gibberish in the standard buttons, and when clicked on nothing happens, rendering the service broken. Please update and advise soonest.
How to easily share and organize templates with users? We need template folders!
Greetings, I have many requests for features of this software. We have many Zoho / ManageEngine products, and they are all so close to being awesome if it weren't for some fundamental shortcomings that I have been told repeatedly to "kindly submit a request"
Downloading chat history
Is there a way to download our full chat history?
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