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• Zoho People 2.0 Help Manual

  Hello All, Zoho People Help Documentation is now available at this link. Please go through and get in touch with us at support@zohopeople.com in case of any questions. Regards, Hemalatha Chandrasekaran | Zoho People

• Team Zoho People in your city!

  We are back with our next series of community events to meet you at your city! We are delighted to invite you to join us for a day of insightful sessions, interactions with other Zoho People users, and one-on-one sessions with our product experts. This

• Come, join our HR Community!

  Hello everyone, We are delighted to invite you to join the HR Community, an exclusive forum for HR professionals around the world to collaborate, learn and grow together. In the HR community, you will be part of a tight-knit HR group, wherein you can,

• Ask the experts: A 5-hour live Q and A session on Zoho People

  We are back with the 'Ask the experts' session of the month! Your platform to get instant answers to your questions on Zoho People is now open. Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions. What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge.   Where to ask? Simply use the comments' space of this post to type in your questions.You can start

• Ask the experts: A 5-hour live Q and A session on Zoho People

  The awaited 'Ask the experts' session of the month is here to give instant answers to your questions on Zoho People.  Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions.   What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge.   Where to ask? Simply use the comments' space of this post to type in your questions. You can start posting your questions

• Recent Topics

• Zoho Recruit User Group Meet-up | INDIA 2025 (Venue Finalised)

  Hello Zoho Recruit users from India, We’re pleased and excited to announce our 2025 edition of Zoho user group meet-up in India in five cities! In this meet-up, our team of experts will help you understand the intricate nuances to use Zoho Recruit better,

• 𝗪𝗮𝘆𝘀 𝘁𝗼 𝗖𝗮𝗹𝗹 𝗧𝗼 𝗧𝗿𝗮𝘃𝗲𝗹𝗼𝗰𝗶𝘁𝘆 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 𝗯𝘆 𝗣𝗵𝗼𝗻𝗲 𝗡𝘂𝗺𝗯𝗲𝗿𝘀, 𝗖𝗵𝗮𝘁, 𝗮𝗻𝗱 𝗘𝗺𝗮𝗶𝗹 𝗠𝗲𝘁𝗵𝗼𝗱𝘀: 𝗔 𝗙𝘂𝗹𝗹 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗼𝗳 𝗖𝗼𝗻

  𝑇𝑜 𝑟𝑒𝑎𝑐ℎ 𝑎 𝑙𝑖𝑣𝑒 𝑝𝑒𝑟𝑠𝑜𝑛 𝑎𝑡 𝑇𝑟𝑎𝑣𝑒𝑙𝑜𝑐𝑖𝑡𝑦 𝐴𝑖𝑟𝑙𝑖𝑛𝑒𝑠 𝑐𝑢𝑠𝑡𝑜𝑚𝑒𝑟 𝑠𝑒𝑟𝑣𝑖𝑐𝑒 𝑓𝑜𝑟 𝑠𝑢𝑝𝑝𝑜𝑟𝑡, 𝑦𝑜𝑢 𝑐𝑎𝑛 𝑐𝑎𝑙𝑙 𝑡ℎ𝑒𝑖𝑟 24/7 𝑇𝑟𝑎𝑣𝑒𝑙𝑜𝑐𝑖𝑡𝑦 𝐴𝑖𝑟𝑙𝑖𝑛𝑒𝑠 𝑃ℎ𝑜𝑛𝑒 𝑛𝑢𝑚𝑏𝑒𝑟 ℎ𝑜𝑡𝑙𝑖𝑛𝑒

• Zoho Creator Upcoming Updates - March 2025

  Hello everyone, We hope you’ve had the chance to explore Release Projection 1 for 2025! This month, we’re keeping up the momentum by bringing even more powerful features and enhancements to Zoho Creator. Here's what you can expect in March: App menu builder

• Auto Tag Lead From Campaigns into CRM

  Hi, I have a signup form set up in Campaigns that automatically assigns a tag to the lead.  I also have it set up to push the details through to CRM, but I can't get the tag to push through to the CRM as well. Is there a way to do this? Thanks, Jay 

• We Cannot send A/B campaign since the number of contacts chosen is less than 4.

  My recipient list has 290 contacts, but it fails to send at the last step with an error: "We Cannot send an A/B campaign since the number of contacts chosen is less than 4." How to solve this?

• Wokrdrive Api assistance needed

  Hello fellow developers, I'm currently working on integrating Zoho WorkDrive with a Bubble.io application using the OAuth 2.0 User-Agent Flow. I've encountered a few issues during the setup and testing phase, and I'm hoping someone here might have some

• How do I make a stock tracked item on my sales orders not automatically fulfill?

  I use the sales order process to track what jobs I still need to complete and send out, and which ones are complete. I have items that are not tracked in my inventory, but are NOT listed as service items, and are not being manually typed in to the sales

• Sales Returns - Repairand Return

  Hi Inventory Team, I'm working with a client on an Inventory implementation project and they have shared this use case with me. Some items may be returned by the customer, then returned to the vendor for repairs, received from the vendor and shipped back

• Display name in Zoho Desk Ticketing system

  We are in the trial phase to implement a Ticketing system. As our company uses several generic emails, such as service@abc.com and service@xyz.com across different branches, the uniqueness of usernames (full names) becomes crucial for our business. Without

• Desk Contact Name > split to First and Last name

  I am new to Zoho and while setting up the Desk and Help Center, I saw that new tickets created or submitted from the Help Center used the Contact Name field. This would create a new Contact but put the person's name in the Last Name field only. The First

• invokeURL to change custom field

  I have a deluge script that currently runs as a Schedule. It works exactly as intended, however I've recently been informed by Zoho that there's some mechanism in place to block changes made by a script when it runs on a schedule from being detected by

• Customize the ticket ID for enhanced ticket tracking

  Hello everyone, Ticket IDs in Zoho Desk are the unique reference numbers that are assigned to tickets when they're created. Agents generally use the ticket ID to locate a particular ticket and to reference a ticket in conversations and feeds. When customers

• Set a global default filter to All Candidates view

  Hi, Is it possible to set a global filter to the All Candidates view? As a use case would be for off-limit candidates. These are those who are off limits due to previous bad client feedback on performance/behaviour. Ideal use case would be to set these

• Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

  <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,

• Max iteration for Experience Details

  Hi, it's currently impossible to add more than 10 experience details iterations, a pop-up error message is displayed. Could you please remove this rule ? We currently have several Senior Freelance Consultant with more than 20 even 30 experience details.

• How would you handle Warranty replacement parts or items in zoho inventory

  Hi everyone, I'm working on setting up zoho inventory for our distribution business.  We handle the service for our customers and will replace items that malfunction under a warranty basis.  Does anyone else do this and how do you set it up in inventory?  Do you have to create a sales order and if you want to the original item back, do you use a RMA?  If so, how is it done so there isn't a credit memo associated with it? Thanks, Tim

• Introducing Linkthread by Zoho Social — our new link in bio tool

  Hey everyone, We hope you're all doing amazing. We always love bringing features and tools to make your social media marketing journey easier, and today, we've got a brand new tool that we'd like to introduce to you. We know how important it is to make

• Proper syntax for filtering Added_Time in the URL using functionality-based URLs

  I haver intermediate knowledge of functionality-based URLs. I say that because when I use them, it is never straight forward with me. Sometimes it works first try, and sometimes I spend hours exploring to find the proper syntax. link to operators: https://help.zoho.com/portal/en/kb/creator/developer-guide/others/url-patterns/articles/functionality-based-urls#List_of_operators_and_their_constants

• old invoices (Exchange rate)

  We have been facing an issue and searching for a solution for over a month. Issue: Previously, the exchange rate in Zoho Books and Zoho CRM was incorrect, and invoices were being recorded in Zoho CRM with the wrong exchange rate. After adjusting the exchange

• Can it change the language ?

  Hello ! The question is in the title ;)

• Kaizen #183 - COQL API's Enhancements in Zoho CRM API Version 7

  Hello everybody! Welcome back to another post in our Kaizen series. In this post, we will discuss the latest COQL API enhancements introduced in Zoho CRM Version 7. COQL API Query API lets you query for records based on queries using the CRM Object Query

• Inventory valuation

  Inventory valuation in case of sales return makes some error in getting proper value of inventory. Cost price considered for accommodating the goods returned is not the price at which cost of good sold where recorded, last purchase of the same item is

• Access invoice custom modules data from API

  Hi, I am using $url = "https://www.zohoapis.eu/invoice/v3/invoices"; $opts = ["http" => [method" => "GET",header" => [ "Authorization: Zoho-oauthtoken $accessToken", "X-com-zoho-invoice-organizationid: $orgId" ] ] ]; From my app to retrieve the invoices,

• It would be very helpful to be able to use variables in the formula columns

  Currently, variables can be used only in aggregated formulas. It would be great to be able to use them in regular formulas as well

• Bulk Update API

  I’m reaching out to see if anyone has updates on the bulk records feature release. We’re eager to leverage this functionality for our operations, but until it becomes available, our current API call limits are proving to be a bottleneck—even after upgrading

• Linking Purchase Orders to Task budgets

  Hi, We are a construction company within the mining industry. Our projects usually have fixed budgets (Cost budgets per task). Is it possible to link Purchase Orders to task budgets? I know you can link the Purchase order to a project, but this is not

• How to stop workflow running twice on a record

  Hi I have a workflow as below Trigger: Lead record is created/edited - Repeat this workflow whenever a lead is edited is NOT TICKED Condition: When Lead Stage is MQL Action: Reassign Lead, Create Task If the Lead goes into stage MQL, and then it changes

• FSM Function not executing

  Good Afternoon, all I am working on a workflow function in FSM and yesterday it was working fine. Now today when I select "Save & Execute" it does nothing. I even tested it with just a info statement and it is not executing. Any help would be greatly

• Create modules using natural language prompts

  Hello all, We’ve introduced a new enhancement to Zia that allows you to create custom and team modules in Zoho CRM using plain language prompts. Why this enhancement? Creating a custom module traditionally involves multiple steps—choosing field types,

• How to sync read mails to GMail?

  Hello I am testing Zoho TeamInbox but I have an issue with my connected GMail account. Whenever I read a mail in TeamInbox or even reply to it, the email stays as "unread" in GMail. Is this normal behaviour? I thought that with the 2-way sync of IMAP

• Look up field and show or hide section based upon selection

  Hi there, I am looking to show or hide a section within the opportunities module based on the value of the selection in the look-up field. This feature does not seem to be there Is there a workaround, and is this option coming in a future release? Thanks

• Import of Bank Statement DO NOT work - Date Mapping issue - Basic Feature Issue Becoming Serious Pain

  Hello, Yes, This is True. Importing Bank Statement feature is Not working as Intended. Facing few issues. Specially regarding the Mapping of Date field format. No matter how many times, we create a Case with Support team, they are NOT supporting in proper

• ZOHO NEEDS TO CREATE AN OPTION TO PASS CREDIT NOTE AGAINST SALES RECEIPT

  Zoho needs to find a way to pass credit note on sales receiptS. Creating a dummy invoice is causing major issues in tallying our sales figures and compliance with tax authorities.My system is tied to tax agencies and trying these options causes major

• INTERGRATION OF ZOHO BOOKS PREMIUM PLAN AND ZOHO INVENTORY STANDARD PLAN

  Hello. I was using Zoho Books premium plan with 3 branches and has been working well until I purchased Zoho Inventory Standard plan. Now my 3rd branch location has been deactivate din Zoho Premium. how can I solve this please since I use all the locations

• Download PDF from File Field with the name in another single line field

  Hi I am storing a PDF file in a File Field of a Form using Zapier automatically. now i need to download that file and set its file name as per the value stored in a single line field in that form. ANy turnout for that Thanks

• Custom Module missing SDK function fetchRelatedRecords(...) in a Client Script

  Good day, We have added a new module with a Multi-Lookup relation to Contacts.  When we tried to use the fetchRelatedRecords(id, related_list_api_name) function to get Related Records it is missing for our new custom module. https://js.zohocdn.com/crm/5124797/documentation/DotSDK/Modules.html

• TeamInbox and Desk Integration is Broken

  I use the TI -> Desk integration a lot. Today, it broke, again. When I go to create a Ticket from TI, an error message on a red background is shown "oops something went wrong". Checking the developers console on my browser, there are many 500 errors relating

• Couldn't connect to host, port: wordpress2224249.home.pl, 143; timeout 10000

  Hey, i get a error up "Couldn't connect to host, port: wordpress2224249.home.pl, 143; timeout 10000" But i tried same passwords and info. to make imap on hotmail. and it works flawlessly. Has to be something with zoho....

• Reply-To Match condition for Inbound Mail Messages

  I've trying to setup a rule to match the "reply-to" header but can't find any condition that would match this in Zoho TeamInbox rules. The business case is that I've setup my team inbox to be a member of a google group. The result of that is that emails

• No Emails Flowing To Zoho TeamInbox

  From today, any emails we send to our TeamInbox addresses fail to be delivered. Our TeamInbox is connected via IMAP to 2 x Zoho Mail accounts. If I log in to those accounts directly via Zoho Mail, I can see all the emails landing in the inbox. The emails

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