Attendance API

• Topic Participants

• mede

• Andrew

• Sujitha G

  

• Magesh K

• Sticky Posts

• 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

• Why does only the first itemized description appear in reports?

  I've noticed when I itemize an expense and there are several lines, only the first itemized line description appears in reporting. So for example, let's say I have a $525 expense that comes in on my bank account where I bought a $25 keyboard and a $500

• Annoying Social Messaging Auto-Prompts

  Hello! I love the idea of integrating SalesIQ with messaging channels like Facebook Messenger and Instagram. However, the way the SIQ throws the initial prompts feels annoying and too robotic. I'm attaching a few screenshot samples, just the resent ones.

• zoho mail adds RE: in subject

  Hi, In Zoho mail every time I reply to an email it puts a RE: in the subject line. So after a few replies on same email the subject line looks like RE: RE: RE: RE:RE: RE: RE: Order Details Can I stop Zoho mail from doing this bug? Les

• VENDORS ARE NOT SYNCHED WITH CONTACTS IN CRM

  Hello, While the ACCOUNTS and CONTACTS (Including the primary contact) are synced with the CONTACTS module in CRM, the vendor's CONTACTS are not synced with CRM - which basically forces the users to re-enter all vendor's contacts twice and then update

• Zoho Books -> CRM Custom field sync for contacts

  I use a custom field for my three different brands. Since I wanted to start a newsletter I recogniced there is no option to import from Zoho books to Zoho campaign. Only through CRM. I can't sort my customers because the custom field is not synced to

• GETTING ERROR

• Update document template using zoho.sign.updateDocument

  I can't find a complete example on the structure to update an existing document in Zoho Sign using zoho.sign.updateDocument. I am calling this function from a Zoho Creator Function. What I want to update is document data and they are text, boolean, and

• Community Digest Enero 2025 - Todas las novedades en Español Zoho Community

  ¡Hola, Español Zoho Community! Año nuevo, misma energía. Arrancamos este 2025 con las mismas ganas de interactuar con todos vosotros en este foro, ¡y en los eventos de Zoho! Echemos un vistazo a lo que ha ocurrido en las últimas semanas y a lo que tenemos

• Auto select template when "Send Email" button selected?

  I have created a template for Contacts, and I want to have that template auto open whenever the Send Email" button selected on a Contacts page. I know how to do this in Salesforce so I assume in Zoho it would require a custom button on the Contacts page

• South Africa VAT

  Hi  When will you add South African VAT and VAT Reporting to ZoHo Books? The UAE version looks very close, except obviously we would love to directly interact with the South African Revenue Service - but that can come later.  Kind Regards Ben

• Zoho Kiosk - Products module

  I am creating a kiosk to build a new product. The Create Record method does not have the Products module as a choice. What is the procedure to get the Products module into this list?

• New in WorkDrive: Customize your WorkDrive layout to your preference

  Hello everyone,  We are back with another exciting updated for this month. You can now customize your WorkDrive account based on your personal choice using the user preferences setting.  Choose a theme, customize view and sorting options for your WorkDrive account, and set a preferred default landing page.  WorkDrive currently offers three theme options for you to choose from–Evergreen, Calming Blue, and Passion Red.  For the default view, you can choose either List or Thumbnail to determine how

• Meetups España 2025: ¡No te pierdas la primera edición del año!

  ¡Hola, Español Zoho Community! En Zoho, creemos en la importancia de brindar formación gratuita para que saquéis el máximo partido a vuestras Apps de Zoho en la gestión de vuestros negocios. Por eso, en marzo vuelven los Meetups de los ZUGs (Zoho User

• Forms to CRM - is there a better way of doing this?

  Good afternoon, We currently have an onboarding form for our new landlords and i'm struggling to understand the best way of getting the data from the form into the various modules in our CRM system. The process is as follows: 1. Prospective landlord is

• Digest Januari 2025 - Een terugkijk op wat er deze maand allemaal is gebeurd in de Zoho Community

  Beste Zoho Dutch Community, Een nieuw jaar is begonnen, en we zijn enthousiast om het samen met jullie af te trappen! 2025 brengt niet alleen nieuwe kansen, maar ook spannende productupdates binnen het Zoho-ecosysteem. Of het nu gaat om verbeterde CRM-functionaliteiten,

• Do workflow stop working when developing user is deactivated ?

  Hi, I have an interesting question of one of my colleague. In Creator, we have this colleague (normal zoho user, not developer) who is developing Forms, Workflows, and Connectors in Creator. When this user gets deactivated, ae connectors and workflow

• Zobot doesn't search for faqs and articles

  Hello everyone! I've encountered an interesting obstacle on my way that I can't solve. I'm configuring Zobot using the Codeless Bot Builder, and unfortunately, the Answer Bot option doesn't retrieve data from either articles or FAQs. In both cases, the

• Connecting Physical Phones to Zoho

  Hey everyone, I work for a phone and internet company that's looking to integrate our phones with Zoho. We have physical phones and a softphone that is connected to it Currently our only goal is click-to-dial I've looked through the documentation of PhoneBridge,

• WorkDrive IS NOT ROTATING on the Android App as the DOCS App does

  The WorkDrive App IS NOT ROTATING on my Android cell phone as the DOCS App does and that was the ONLY way to display the entire folder or file name since the App crops the names in list view. So either find a way to show the entire file or folder name

• How to generate Zoho Meeting summary (key notes) via API

  Is there any documented API call to generate a recording's summary (key notes)? I couldn't find anything in the API docs This action is available in the web UI and I replicated the API call that the web UI is making, which is (this API call was accompanied

• Field Rules are no longer running

  Good morning everyone. I have been working on a Creator form for about 2 months now. It's pretty in depth. And I had about 20 or so Field Rules for a workflow. They have always worked fine. Now today none of them are working. I'm so close to being done

• Updated Search Bar Will Not Go Away

  After searching, the bar results will not go away, and there is no "X" bar to close the results. We've tried refreshing, logging in and out, clearing cookies, and using a different browser. When this happens, we're unable to use the software, which is

• Fetch Purchase Orders ( transactions ) from Items in Zoho Inventory

  The below code fetches all purchase orders created against an item. Code Snippet: get_pos_against_each_item = invokeurl [ url :"https://www.zohoapis.in/inventory/v1/items/transactions/purchaseorders?page=1&per_page=200&sort_order=D&sort_column=date&item_id="

• Add two Facebook Pages under the one brand in Zoho Social

  Hi, Our company currently has two Facebook pages and two Linkedln pages. Is it possible to connect these all under the one brand or will a new brand have to be created to add the second pages in? We currently have the Premium edition so adding a second

• Tip of the week #41- Save your favorite combination of filters in a single view.

  Tired of sifting through endless threads to find the one to work with? Custom views offer the perfect solution. By saving your favorite filter combinations in one place, you can quickly access the threads in your inboxes. Custom views make it easy to

• How to set calendar date field start Monday

  I have a report displaying record in calendar view. I'm based in europe, weeks starts Mondays. Calendar view shows correct. as shown in the screenshot below To add a record, the form uses a Date field. But this field show weeks starting Sunday. See screenshot

• Create and embed custom capabilities across CRM with Kiosk, our latest low-code tool

  [6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. As a result, the old help doc links

• Effortlessly analyze a report with contextual quick-view filter

  Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive

• Updated Search Bar Will Not Go Away

  After searching, the bar results will not go away, and there is no "X" bar to close the results. We've tried refreshing, logging in and out, clearing cookies, and using a different browser. When this happens, we're unable to use the software, which is

• Zepto Credits are not added for more than 2 days

  Hi, It is more than 2 days and Zepto credits purchased by me are still not added to the account and our functionality is broken in application. Kindly address this ASAP

• Update Stock Sold

  Hi I am sorry to bring this on here but I am really stuck. So I have a form that lists all our products we sell with a field for Purchased Stock and Sold Stock. I have another form for Purchase of Products, which when filled out, updates the Purchased

• Need Custom Function to fetch files from file Upload field in Zoho CRM

  Hi Community Members, I have stored some files in file upload field in deals module I need a custom function to fetch the files from file upload field and attach into most recent note Please refer to the attached image

• Banking / Matching Bill in different currency

  Scenario We've received a bill in CHF. The payment was made via our USD banking account. What we tried Matching the bank transaction to a bill - no matter which search criteria we use, no bill can be found. Trying to match the bank transaction to the

• Update: SalesIQ Now lets you Continue Closed Chats from Multiple Instant Messaging Platforms

  Hi everyone, Guess what! We have some news. You can now reopen customer chats from different messaging channels on SalesIQ. Yes, we know you've been anticipating this, and we've delivered! This update is designed to make your customer support experience

• Customizable Spacing Between / Below Columns in Zoho CRM Templates

  Hello, We would like to request an enhancement to Zoho CRM’s template editor. Currently, when creating a new template (in our case, an Inventory Template for generating a Quote PDF), we have the ability to add spacers and control their exact size. However,

• display each individual salesperson target

  Hi there, I want to be able to display each individual salesperson's target on their own dashboard. Currently it is setup that it shows the whole sales department target, which is why i want it to display each individual person's target so that when the

• Inquiry About Layout Rules for Items Section in Zoho Books/Inventory

  Good day, I am reaching out to inquire if there is any way to implement layout rules for the items section in Zoho Books/Inventory. Before we proceed, I am aware that item groups could be a potential solution. However, the customer is not inclined to

• Power of Automation :: Invoice your timelogs automatically once the tasks are completed

  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

• Amazon purchase Integration

  Hi all, This may be a stretch, but I have to ask anyway. I am a reseller; most of my purchases are from Amazon, SHEIN, and TEMU. Is there a way I can enter the Amazon invoice\order number in Books and retrieve the Amazon order detail order?

• Is it possible to link one note to multiple companies?

  If I have a note that talks about a relationship between two companies in my CRM, is it possible to associate that note to both companies or do I have to make a copy of the note and link the copy to the second company?

• Next Page