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• uploading a document 15 mins. its still scanning for virus

  Hi there,   I tried uploading a document. A 75 KB .xls file, its been more than 15 mins. and it is still going about saying "Scanning for Virus" . There is also no idea whether the doc. has been uploaded or not ?  Update :- It seems to have uploaded the .xls file but something doesn't work. It is not opening the .xls file.  (I know the file is uploaded because I opened another tab and it shows the file has been uploaded.) It is showing "Unable to open xls file" . 

• The app shut down and everything written disappeared

  Hello! I had a problem while using the app. Due to a crash, the application was closed, and after re-logging in, the document was empty. I know for sure that it was saved all the time while I was updating it for these two days, but neither the old changes

• Consulta sobre funcionalidades de ZOHO

  Estimado equipo de ZOHO, Buenas tardes. En nuestra organización estamos evaluando la posibilidad de contratar ZOHO y nos gustaría conocer más sobre sus funcionalidades. Específicamente, queremos saber si es posible crear una landing page, integrar una

• Is a record ID in Zoho Books always numeric?

  Hi Support Team, For storing Zoho Books' contact, invoice and other record IDs in an external app, I wanted to know if the IDs are always numeric. As far as I can see in Books, they are all numeric and while fetching a record via the Zoho Books API, passing

• Zoho mail to contacts and leads, but not to accounts?

  We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenient

• Check all user mails in one inbox

  Hello, I would like to integrate all my users into one inbox. The idea is to only log in once and see all my user inboxes in one place. How can I do this?

• Product Quantity Report in Dashboard

  I wanted to extract products and its quantity report from deals (with specific stage). Can anyone help me on this?

• Zoho One Admin Panel API

  Dear Zoho One Support, We are currently utilizing the Zoho One Admin Panel for managing our organization's user accounts, app assignments, and security settings. While the panel offers a user-friendly interface, we believe that an API for these functionalities

• Call Logs not showing up in the leads module

  Hi there, I've been making calls to the leads in my Zoho CRM, however, the calls aren't showing in the close activities history, in the lead profile. I have my phone system connected and the settings are all correct. Is there a way to fix this.

• Locations - Inventory change by itself with Shopfiy integration (Major inventory count bug)

  Hello, I wanted to see if anyone had an issue with Zoho Inventory / Shopify integration. I had a prompt to migrate to location and I unfortunately did it... As soon as I did this, Zoho Inventory started to update the inventory of some items. The items

• ZDC Hackathon 2024 Category-wise Winners !

  Zoho CRM Client Script Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1:

• Collaborators can't see Zia

  Hello Zoho Writer Team, I recently shared a document with a collaborator, but she mentioned that Zia is not active and unable to assist her in adding content. Could you please guide me on how to resolve this issue? Looking forward to your assistance.

• Marketer's Space - Get effortless subscription management for CRM-synced contacts using Journeys

  Hello, marketers! Welcome to another post in the CRM Integration Series in Marketers’ Space. We’ve been exploring how integrating Zoho CRM with Zoho Marketing Automation (ZMA) can enhance your marketing efforts, especially via the Journeys feature. This

• Here's what we've enhanced in Product Configurator and Guided Selling of CPQ

  We’re thrilled to share a few exciting enhancements in Zoho CRM CPQ features that are set to make your quoting process more intuitive and efficient. Enhancements in Product Configurator 1. Multi-select option for Actions Imagine configuring products with

• Why there is "Failure" after the "Answer bot" card

  Hi, I'm building a Chat bot for my company. I implement the card "Answer bot" and after this card there is the word "Failure", then if I add another card, this card doesn't work. In this case I add the "End" card. Can you explain how to do to avoid this

• Inactivate a client or account

  What do I do with an account that is no longer in business but I don't want to loose the history. Is thee a way to inactivate an account or contact

• Cliq funtion not triggerring from Books.

  Gentlemen, I have been requesting the Zoho Books team for 15 days through various emails- then even escalated. The response that I get from Zoho is " Our back-end team is working on it......." It is a template-type response. I authenticated the link(Cliq

• Email formatting

  I am having problems with the standard formatting of emails which are sent from Zoho CRM. No matter what I do, the font reverts to a standard format of Times New Roman. If I create a template and send that then I have no problems but if I just send one

• Accessing Extension Created Functions

  Good day. I have recently been attempting to access a function from an extension that is installed on my crm in a standalone function I have created with deluge on Zoho CRM, however I have not managed to get this to work. I am attempting to send an SMS

• Sales Order & Invoices Missing From CRM

  Is there a reason why Sales Orders and Invoices do not show up under Accounts on CRM. I am quite certain they used to and its quite important detail.

• Zoho Books Bank Feed

  Good afternoon, Is it possible to change the bank feed provider on a bank account. I'm using Plaid but think that Yodlee would be better in terms of pulling transactions in a timely manner. Thank you.

• Zoho Custom

  Hi guys, is there a way that you can give the client a simple login area without the advert of ZohoCRM and other ad as the free one, if so which which one comes with this customisation. Thanks

• Headers in Subfrom - Zoho CRM

  Currently we cannot add any headers to CRM Subform If we have very large subforms and we want to logically group the rows it becomes really hard to do it Please add a header feature so we can add headers to a subform to logically and visually group different

• Automated Intercompany Transaction

  Hello team - expecting a support today. I have some good experience with Zoho products as an accountant and trying to introduce the Zoho to my newly joined company. So far it's going on good except below question. I'm currently maintaining multiple companies

• Error message: There are no choice-based fields in this form to configure a Choice-based Field Rule

  I am trying to configure some Choice Based lists in order to create some rules for the form I have created. In attempting to set up a Choice based field rule, I am trying to follow the instructions on this page here (but failing mightily at the first

• Fixed Assets Register

  Thank you Zoho Books for adding fixed assets register. BUT there are certian tweeks that needs to be implemented. I found the following issues and seek improvements. 1) Fixed Asset Register Report in the Report Section has columns which are so much confusing.

• Recorded imported goods

  I have imported some goods from a foreign vendor called ABC. to Bahrain. My Customs duty and VAT are paid by an agency called XYZ to authorities. I have paid the amounts to XYZ and they have paid to authorities in behalf of us using our TRN Number. Now

• 【Zoho CRM】通話タブ / ホーム画面に関するアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から通話タブ、ホーム画面のアップデートを紹介します。 １、通話タブのアップデート 本アップデートにより、通話タブ＞各種設定で、発信元番号と発信先番号を表示/非表示を調整できるようになり、通話タブに、［発信元番号］と［発信先番号］の項目を追加できるようになりました。 注意点： ・電話連携が有効な場合、［発信元番号］および［発信先番号］項目は通話のレイアウトに自動で追加され、通話タブ＞各種設定で、発信元番号と発信先番号が有効になります。

• Attachment Template as PDF from Another Form Zoho Creator

  Hi Everyone, have a good day. I have question, below my script for put the attachment into email. But my template PDF from another form ("Form B"). I get errror because template PDF not exist in the form "Alasan Reject". The form name for example "Form

• is there any way to change the "chat with us now" to custom message?

  is there any way to change the "chat with us now" to custom message? I want to change this text

• How do you send an email to a customer from Zoho Desk?

  I have pulled up a customer record and I click the email icon and the email address, nothing happens.... Email attached of where I am.  Is there a different way to send an email?

• "Snippet" when responding to a ticket

  I see the new 'Snippet' feature when I am responding to a ticket. This can be very beneficial as currently we use our own Outlook to respond back to a lot of tickets, because we have predefined responses saved as Signature files. I understand how we create

• Is it possible to load a Module with a filter pre-applied by the URL?

  In many of the CRM related lists, there is limited sorting, and no filtering available. I thought of the idea of putting a Custom Button on a Related List that would take the user to that module, but PRE-FILTERED by the Account from where they were viewing

• How to edit a cancellation reason

  We are trying to improve our cancellation reasons so we can better understand why customers are cancelling. Our list of reasons has improved as we have studied the matter. I would like to update the reasons for past cancellations, but I can't find anyplace

• Customer Portal Users Metrics

  Hi, Is there any way to know who and when a specific customer portal user accessed? without having to use the metrics page.

• Can we turn off archiving views?

  Is there a way to turn off view archiving? Some views aren't used regularly, and archiving may force us to recreate them.

• PO receive limitations

  It is VERY common to receive more or less that the PO quantity. It's totally ludicrous to limit the maximum receive to the PO quantity! What if the receive is 0.00001 less than the PO quantity - it leaves the PO as "Partially received" The current options are to edit the PO manually before finalizing the receive, an outrageous situation ! Please Zoho guys - this is an infuriating oversight & can be easily resolved by introducing the option as shown in the attached document ......

• How to Set filter OR, AND?

  Hi, I'm struggling with a data filtering problem. In Subform I have two fields of type Lookup (multiselect). First field. Ingredient, has links to the secound filed Function. I want to set the filter to in secound field Function. ID equals input.Ingridient,

• Allow customer to select meeting duration

  I would love to see a feature where I can give the customer the option to select the meeting duration they require based on a dropdown list which I have predefined in the service settings. For example: 15, 30, 45, 60, 90 minutes.

• Tip #10: Various time zone settings on the bookings page

  Managing appointments across different time zones has become an integral part of our daily lives. Whether you're arranging a global business meeting or expanding your consultations to other countries, the ability to adapt to various time zones is crucial.

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