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• 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

• Find form by inline subform criteria

  Is it possible to filter down to a form using inline subform fields? For example, I have a Contact form with an inline subform "Phone_Numbers" that has a "Phone_Number" field. I'd like to be able to get contacts by their phone number, but I'm not sure

• Disabled virtual keyboard in handheld device with barcode reader.

  Hi I created a APP try to scan barcode by barcode reader bulid in handheld device. But creator will jump virtual keyboard. Could you provide a setting to disable virtual keyboard for single line or number field in Creator android and Iphone.

• Is it a scam or a joke?

  I've just created a Zoho account and I already cannot access the "Privacy" section because I'm not the admin of my own account. Not to mention the claim of free custom domains for small businesses which turns out to be a scam because I'm asked to buy

• Free webinar: Simplifying small business paperwork with Bigin and Zoho Sign

  As a Zoho Sign user, you already know the value of digital signatures. But did you know you can improve your document signing and management by integrating with Bigin, the easiest CRM for your business? We're hosting a free webinar on Jan 29, 2025 (Wednesday)

• Deluge - mobile app learning

  Hi, I am currently learning another programming language using a mobile app (Mimo), which works really well, sets out things like error handling standards, variable naming standards etc. I came into learning Deluge with some minimal history of C++ and

• how to sync shopify orders to zoho inventory instantaneously?

  hi, Is it possible to sync shopify orders to zoho inventory sales orders instantaneously using zoho flow? if so can anyone give me a step by step guide as im not too tech savvy. currently i have set up sync at 15 min intervals but thats too long for me.

• Connecteur Zoho vers Dolibarr

  Bonjour, Contexte : * j'utilise Crm et Campaign pour gérer ma prospection et mon pipeline. * nous venons de prendre une franchise de commercialisation de services qui nous oblige à utiliser leur Erp développé Dolibarr Besoin : Continuer à utiliser Crm

• How to Send Interview Schedule on Email by Deluge

  Hi Zoho Users. I am vishal kumar and working as a Zoho Developer. some of the User is faces the Problem about workflow for sending the invitation to candidate interview link. like that I can help you. Step1:- Get attachment of interview when you create

• Zoho CRM - Create Report out of a Graph

  Hello, I created two graphs that measure the weekly sales activities on the basis of messages send on LinkedIn (we are using a third party tool that saves all LinkedIn messages automatically as a note). The graphs and the corresponding settings look like

• Zoho Books as a POS(point of sale) software

  With barcode integration and sales reporting, zoho books can be used as a point of sale software. But Zoho Books integrates with Square Register for point of sale, why that if it stanalone has all the features of a POS software?

• POS Integration with Inventory

  Hello!  I'm looking for a good option for Point of Sale that integrates with ZOHO Books, including INVENTORY.  Or maybe a different, easier way of doing things. Currently I am using Square for POS.  While I was able to integrate the transactions (cash

• Unattended Installer failure Error 1001

  I found by renaming the PC I was installing and trying again it work. This has happened several times when cloning and installing many pcs and forgetting to change the computer name before installing Zoho assist. Somehow I think the computer name is getting

• Individual Ticket Color

  It would be great if we can assign color for tickets like this: or this : it will help to find tickets Thanks Regards

• Wish to Cancel my subscription

  Hi , I wish to Cancel my subscription for Site 24X7 and i do not want Auto renewal, under User ID: 839876237. If refund applicable, i can cancel now and get my refund as well. Please advice

• Need Help Validating Requests in Channel Pull & Push Integration

  We’re currently working on an integration that utilizes Channel Pull & Push functionality. As part of this, we need to validate incoming requests, but we’re facing some challenges in getting the validation steps to work correctly. Here’s a simplified

• Zoho Flow - Can not reference Zoho Analytics query table in Zoho Flow

  I've created a Zoho Analytics query table and would like to add data from that table to another Zoho Analytics table on a daily basis using a Zoho Flow. It seems, when building my flow, my query table is not include in the list of available tables. Is

• Google ads and zoho forms thank you page 2025

  We have implemented CNAME in zoho forms. Google Ads wants us to run a thank you page, and they require that thank you page be hosted on the main domain and not the sub-domain. Is there a solution to this? Called to support and they had no idea how to

• Include SalesIQ activity when sending Forms data to CRM as a new Lead

  Is there a way that when I get a new lead via a zoho form on my website to include the activity in CRM? I have Sales IQ integrated with the form however, most of my leads do not talk to us through the chat fuction but they do fill out a zoho form. Id

• Subject Line Editing

  Good morning How can we change the subject line of an email?

• Zoho Desk, call integration

  Hello All, I searched a lot but i can't find any answer. I would like to recieve phone call if I recieve a critical case or lets say a case. whatsapp call also ok. Can we do that?

• Is there any transcription services that comes with ZOho Meeting or Webinar

  Thanks

• Jira integration - view the attachments in ticket

  Hi, When i create a ticket in Desk with an attachment and after that i create a Jira Bug (via the Jira-Zoho integration) then my developers can not see the attachment. How to solve this? Regards Herman

• Zoho Writer: Zoho CRM Variable issue

  Hi, I encountered an issue when using the Zoho CRM Global Variable in Zoho Writer while triggering a merge from a custom function in a button. In the document template, I'm calling the Zoho CRM Global Variable, but its value isn't being displayed at all.

• Sharing sheet without affecting original spreadsheet

  I want to share a sheet using a password unique to the end user who will be able to enter data that will help them make a decision. I don't want or need any changes to show up to original file inside my Zoho account. I will be sharing this sheet over

• How to give Supervisor access to all chats? Transfer and invite other operators?

  Any chat system had levels, The supervisor can control the associate chats! but here is different! I can not find how to give the supervisor accsess to this.

• Europäische Zeichen: Komma "," anstatt Punkt "." möglich?

  In alle Betragsfelder müssen wir mit dem Punkt "." die Beträge erfassen wie 123.34 EUR. Das müssen wir nur in Zoho so machen, weil in anderen Applikationen wird in "Europa" mit dem Komma 123,34 EUR gearbeitet. Das Datumsformat kann kann in Books eingestellt

• While importing journals in .xls file; Error notification "Duplicate entry in the Journal Date column. Ensure it contains unique values."

  Dear Community, please help with suggestions to resolve error notification "Duplicate entry in the Journal Date column. Ensure it contains unique values." Some transactions spooled from Bank Statement into the jounal.xls have the same value dates.

• Bank feeds broken again.

  Not for the first time my bank feeds are broken, they appear to be connected but no transactions are coming through since 31st Jan. I have contacted support and await a reply. Anyone else have the same issue? I feel the route cause needs addressing.

• Item sales account via api

  Hey everyone, I’m making an invoice using the create invoice endpoint on the api. Is it possible to set a sales account in the line_items attributes?

• bank reconciliation screens no longer indicate what transactions you have matched to the bank statement

  I'm trying to reconcile a november bank statement. I used too be able to mark the transacions as I matched them (manually) Now it just tells me the number of matched but no indicator of which ones. Can some one please help? thank you

• Possible to configure such that users can only delete their own records?

  I want to configure the system such that non-Admin users can only delete their own records. Is it possible to do this? I have been fiddling around with Profile settings and Data Sharing settings but the results seem to be inconsistent. I had: enabled

• Kaizen #175 - Leverage Settings Widget for Zoho CRM Extensions

  Howdy, innovators! Welcome back to a fresh week of Kaizen. This week, we will delve into configuring a Settings widget in Zoho CRM for the effective functioning of extensions. It centralizes around key configurations that will be carried out to various

• Records that are in the trash are counted in the reports.

  Hello community, after intensive investigation by support, we have noticed that when we relate records through a lookup field, if we delete records from the child module they will be counted when generating a report from both modules. See the case below:

• Unable to Duplicate Zoho Application

  Dear Zoho Support Team, We are facing an issue while trying to duplicate a Zoho application. When we attempt to do so, the process does not complete and instead remains stuck on a loading interface. To help you understand the issue better, we are sharing

• Controlling the layout view for profiles

  Is there a way to control which layout a user sees for contacts which is based on his CRM profile?

• How to disable email notifications about new candidates?

  Hello, I'm struggling to find where I could disable getting email notifications like this one: subject: New candidate associated for [job position] Hi [name], This is to bring to your notice that the candidate[name], whose candidate ID is [ID], has been

• Being able to send a spontaneous candidate to client or hiring manager without a job link

  Hi, Could we add the possibility to send a candidate to a client or a hiring manager even without relating the candidate to a specific job? In our reality of searching for great Talent when we find one we need to send him to our client or manager for review or meeting even if we don't have a job opening. It will happen when: We receive a spontaneous candidate's resume that doesn't correspond to any of our active jobs. OR When we are viewing a candidate associated to a specific job that we are not

• Can't import a PDF

  Why on earth can we not import / upload a PDF? Like one of the most common formats an accessible document would be in!

• Layout Permissions

  I have layout that I need only once role/user to access I have made sure the user does not have permission to the other layout I do not want them to see. However, they can still see all the other records. Please help I need this solved ASAP.

• Introducing Appointment Title Customization

  Hi all, We're delighted to announce an exciting feature, Appointment Title Customization, which you can use to personalize your appointment title according to your business's specific needs and preferences. An appointment title provides a glimpse of the

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