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• Recent Topics

• Versioning of Quotes and Invoices

  Would be nice if Zoho Invoice would offer the feature of saving all versions of a quote or invoice during the process - so if quotes or invoices get changed over time - a version of the old ones exist and can be reviewed and reactivated if necessary ... ;)

• Banking - User Roles - Access To Single Bank Account

  Hi, We have different locations with each location having a specific bank account for Expenses/Etc... Can you please confirm on whether it's possible to give a user (non accountant), specific access to only a single bank account as opposed to all accounts

• Does Zoho US Payroll now support employees in multiple states?

  Does Zoho US now support having employees in multiple US states? I looked at the site and can't find and of the restrictions on multiple states anywhere.

• Help! Unable to send message

  Help! Unable to send message I have this email sales<at>teadvancehydraulics<dot>com, but I couldn't send outgoing email. (Reason:554 5.1.8 Email Outgoing Blocked.) Can you please help?

• CRM Mail merge issues

  How do you configure the page on mail merge, from ZCRM??. I have written a template and structured the filters. the print preview is on one page.  I merge the document.  The merge reformats and then the document formatting moves higher and higher until by page 5 you have two half letters!!!  Very frustrating. Does anyone know if I need to insert a page break or how to correct /format this so it doesn't happen?? Help.  L

• New notecards not syncing across devices

  Hello. I just noticed this problem happen recently. A new note being created on one device is not appearing on a different device, even though they're supposed to be synced with each other through setting it up on your account. I don't know if there's

• Power of Automation :: Auto update a custom field based on Parallel transition under Blueprint

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• Push error with Zoho Books and Zoho CRM

  I have successfully linked Books and CRM but I have some push errors with the following message: "The customer associated to this record is not linked to module chosen in the current contact sync configuration." I am unable to work this out, could you help please.

• Sales Tax Rates

  Why is the Tax Customization feature limited to 2 decimal points? This issue has been mentioned several times over the last few years but it has not been changed. From a programming stand point, this should be relatively easy. Third decimal point capabilities

• Feature Request: Ability to copy notecards to Windows desktop

  Hello, Please consider adding the ability to copy notecards to Windows desktop. Thanks!

• Add RSS Feed Feature to Zoho Desk Communities and Knowledge Base

  It would be very useful to be able to get updates on content which is relevant to me from Zoho Desk Communities through RSS and also push my own Zoho Desk Community content to other platforms through RSS.

• Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?

  Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?

• Add customer to account based on domain name.

  I generate reports based on a the account field, i.e. companyX. In GoToAssist, my last provider, there was an option to automatically assign new ticket creators to a company (or account) based on their domain name. So for example, if a new employee creates

• Zoho One Apps is not populating once clicked

  Hi Support, The Apps Menu button (corner right next to my profile) is not loading. It keeps flashing but nothing is showing up. When I type quick in the search bar to locate quickbooks, it continues to flash with no apps shown. Thanks

• Tablet Pencil + Fillable Form

  Hi There, I just started using Zoho Writer Forms for our team on iOS. I noticed that some functions support 'scribble' or tablet pens and some do not. Is there a function I am missing where any text field can support 'scribble' or handwriting/printing

• CRM API v2 AdWords GCLID Parameter

  Hi, I'm using AdWords Integration with Zoho CRM using a third party webform and can't manage to insert the "gclid" parameter via Zoho CRM API Leads endpoint (version 2). I already checked the following articles: 1. https://www.zoho.com/crm/help/google-adwords/configure.html#Third_Party 2. https://www.zoho.com/crm/help/api-diff/ Form submission works fine. On server side the gclid is correctly included in API request. The Lead is created successfully. All fields (system and custom) are populated correctly

• Zoho Writer can be slow to load sometimes

  Hello! I've noticed that whenever I restart my web browser (Firefox 2) and try to open Zoho Writer, it always shows the login screen first, even if I have an URL direct to the writing interface itself. I don't recall it doing this in an older version, so why does it happen now? Also, sometimes when starting Zoho Writer, it gets stuck: I see the word "Loading..." come up and the page half-extends but never fully loads. I have to refresh the page totally in order to get it to work properly, but doing

• Mass email processes

  Hello, I'm looking to send about 7k emails out. I have them in CSV format with most being people I have previously communicated with. My questions are: * What is the process for using Zoho to send this group of emails out utilizing Microsoft 365 ? I'm

• Zoho WorkDrive 5.0 : d’un outil vers une solution intelligente de gestion de documents

  Dans un monde de plus en plus orienté vers les données, les entreprises doivent non seulement gérer une masse croissante de données non structurées, mais aussi en extraire des informations stratégiques. L’intelligence de contenu répond à ce besoin en

• Weekly Tips: Avoid any email mishaps using Zoho Mail's Email Recall

  Let's say you have just sent an important email to a recipient with an important attachment. Moments after hitting send, you realize the attachment is outdated and missing some critical updates. Sending another corrected version of the email without addressing

• Messaging

  Whenever i send a mail to someone, it come with the my name of the company, instead of the name of my company.

• Can't receive emails. MX Records are good apparently.

  Hello, For the past couple of days I have been able to send but unable to receive email through Zoho Webmail. I went into Admin Console and it says: MX Records are configured correctly and Your Domains MX Records are pointed to Zoho. Could you please

• How can I customize my sales pipeline in Zoho.com CRM ?

  Hi to all intelligent community members I’m Namrata Hinduja Geneva, Switzerland, new member in Zoho.com and in this community. Please resolve my query - How can I customize my sales pipeline in Zoho.com CRM to track the progress of deals more effectively?

• Error when adding phone number

  Hi Team, I'm getting an error when trying to authenticate using my phone, please see image attached. thanks, Jose

• Zoho Projects iOS app update: Revamp of toast message and an option to view the whiteboard images

  Hello everyone! In the most recent Zoho Projects app update, we have brought in support for the following features: 1. Toast message revamp: We have enhanced the toast message banners to a bolder interface. You will now be updated on the progress of uploads

• Send a new invoice data from Books to local certified solution via API json due local compliance

  Greetings, I hope you are doing well and staying safe. Due to local compliance regulations, I am required to issue invoices exclusively using locally certified software, which Zoho Books is not. However, we would like to continue using Zoho Books, so

• How to Populate the Amount field of a Deal by subform's aggregate data

  https://help.zoho.com/portal/community/topic/custom-function-25-%c2%a0populate-the-amount-field-of-a-deal-by-calculating-the-number-of-related-products-and-its-unit-price I'm trying to do an Deal amount update like this guide but I use a subform to calculate the product amount and price instead. Please help me writing the code. regards

• Unblocking Outgoing Emails on exports@carelyexport.com – Urgent Assistance Needed

  We are a newly established export-import startup operating under the business name Carely Export, and we are currently using Zoho Mail for our business communications. However, we are experiencing an issue where our outgoing emails are being blocked,

• Property Management: Creating Amazing Appointment Scheduling Sites

  Sometimes a property management company can be very busy where even some time and effort saved can make a difference in a world. If you are a property manager, would you not like it if you could spend the wasted time managing appointments to get your job done? This is where getting a booking appointment platform lets you improve efficiency and save time. The enticing scheduling appointment platform can also help get more clients in than normal. It will help you contend with other companies that have

• IP BLACKLISTED UCEPROTECTL3

  Your IP 136.143.188.56 was NOT directly involved in aabuse, but has a bad neighborhood. Other customers within this range did not care about their security and got hacked, started spamming, or were even attacking others, while your provider has possibly

• Adding Public Holidays to the Calendar

  Hi, How do you add a public holiday to the calendar, we are closed on public holidays but if someone has requested holidays over that time how do we avoid the day being deducted as this is already a paid holiday? 

• Your inbox called; it wants less clutter

  Inbox full of ghosts? Let Auto-Close do the haunting. Ever stared at your support inbox wondering why half the chats are just… sitting there? No reply, no closure, just hanging like unread messages from a advertising company. Let’s fix that. With Auto-Close,

• an issue in Zoho CRM where the workflow rule is not triggering

  H I’m currently facing an issue in Zoho CRM where the workflow rule is not triggering when a new lead is created through a webform. I’ve double-checked the criteria and field updates, everything seems fine but it still doesn’t fire. Has anyone faced this

• Feature Request: Mass update selected Contacts to Accounts

  I can't believe this isn't an ability already. It's a quick fix that would save hours of manual entry time. This looks like it had been requested 3-4 years ago with no answers from staff! Please add all contact fields into the "mass update" menu. You

• How to add the other customer to the list of customers

  So I have a list of customers with the option of other. So when I select other and the new customer, how to get to it be saved to that list in creator.

• Automate and Personalize Engagement for Campaign Leads Using Zoho SalesIQ Chatbots

  Hi everyone! In our last post, we explored how to identify, qualify, and nurture leads using SalesIQ Triggers and Zoho Campaigns integration. To recap, once visitors meet your criteria, you can add them to a Campaigns mailing list with Triggers. When

• compensation module - salary - No decimals allowed regardless of currency

  In the United Kingdom we have calculations in GBP which has figures to 2 decimal points. When using either the basic salary or using the CTC with benefits etc. It will block any upload or entry which is not a round number! I have advised Zoho One and

• Unable to add estimate field to estimate template

  I have the field "SKU" as part of my service data. I can also see it as a column when displaying the list of services. However, I have no way to include it on my estimate template because the field is not showing as a column field to include for the service/part

• Adding Today's Date into an email template

  Is it possible to add today's date into an email template? Any help would be gratefully received.

• Entry created or updated - not getting all fields

  I have a flow that fires on an entry being created or updated in a custom module in CRM.  It is only supposed to proceed if a particular field is false and once fired, immediately updates that field to true to avoid running multiple times.  For some reason,

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