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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

• Does ZOHO Books Support foreign accounting?

  Hi everybody, I'm from Israel and have many Qs regarding using ZOHO Books and tax regulations, etc.  My main concerns currently are:  * Do you know if ZOHO Books provide full support according to the Israeli regulation when it comes to invoices, receipts,

• [WEBINAR] Accounting streamlined for CONSULTING SERVICES with Zoho Books (GCC editions)

  Hello there, If you run a consulting service-based business in the GCC, this webinar is for you! Join us as we walk you through the essential modules and features to streamline your accounting. Learn how to set up a consultancy organization in Zoho Books,

• Zoho CRM Quotes module or Zoho Books quotes As a Data Source

  Hi, Since there has not been any improvement in Zoho CRM or Books Line items management, i wonder if i Zoho Writer is going to add the following feature :  - zoho books data source - zoho crm Quotes source

• Performance Management

  I exported the employee-wise KRA and competency details, I observed that some employees details were not exported. Also, those who are on non-users data are not showing under appraisal

• Is it possible to DISABLE emailing invoices?

  My husband's not real computer-savy.  I've set up Zoho so that he can enter invoices for his customers, but I don't ever want him to accidentally send an invoice before he's reviewed it.  Up until recently, emailing an invoice would send it to me (I don't

• Zoho form calculate date

  Hi, which formula can I use so when guest select move in date is Monday 1/Jan/2024 and select 28 days, zoho will return move out date is Monday 29/Jan/2024

• Embedding a Zoho Learn portal into a Zoho Creator app

  Does anyone know how to embed a Zoho Learn portal into a page in a Zoho Creator app please? My portal URL works fine when I just paste it into a new browser window. But when I put it into an HTML snippet in a page, it says it "refused to connect". The

• Questions about file size limits

  I'm looking at the limits published on this article: https://help.zoho.com/portal/en/kb/zoho-learn/general-1/image-and-file-sizes/articles/file-upload-sizes#Knowledge_module. I want to clarify my understanding of the limits. 1) Example: if my course has

• Where do I get/create the API Key for my zoho app to talk to zoho calendar

  So I manage to cobble some code together, but how I sort out the API side things to get the app and zoho calendar to communicate with each other.

• Changing Default Email view

  Hello! In the CRM, the default view of Emails in Deals its the Deals itself. It is handy that one can change it to see Emails associated to the Contact associated to the Deal. This is the way we will mostly operate. Is there a way to set this behaviour

• signature on PDF too large

  Hello, I've set up a record template for my form so that I can print PDFs in the format that I need.  My forms need a couple of signatures from our internal staff - BUT the staff do not sign the form directly... Instead, I have a separate form that each staff person signs (one record per staff person) so that their signature is readily available for their regular reports.   So, this means that on the form (the one that I create a PDF from) there is a look-up field where the staff person selects their

• Problem passing map to function

  Sry for the long post. Including all documentation. Zoho is triggering the following error when I try to pass a map to a function, and I can't figure out why: Error during validation: Error at line : 14, Function specified in criteria has returned null

• Api Integration

  We are not able to do twilio WhatsApp call or SMS with Zoho.

• custom module in crm be linked to desk ticket

  we have an asset custom module i would like all assets assigned to an account to be seen by the contacts on desk so the can link a ticket to an asset that linked to the contact or the account say a laptop assigned to them or a communal asset like a projector

• Create a standard Vendors module and integrate it with Zoho CRM

  I'm aware that Desk was initially developed to handle support communications processes where ticketing is needed. However, through many client deployments, my experience with Desk is that it can be effectively utilized for almost any communication process

• Zoho Desk Custom Module Sync with Zoho CRM Custom Module

  It is great to see the new Zoho Desk custom module feature, thanks for this enhancement. My questions is that if there is a same custom module in Zoho CRM, can I map that custom module from Zoho CRM to Zoho Desk? Just like account/contact/product, the

• Link Zoho Desk tickets to custom module on Zoho CRM

  Hi, We are currently using Zoho Tasks on CRM as Zoho Desk doesn't let us link tickets to specific site records on Zoho CRM based on a custom module. It can match to Zoho CRM based on an email address but this is not of use to us in our setup as the email

• Undo the recent mass update done

  Hi My last action is a mass update done to 500 deals , which was done erroneously as the filters weren't selected correctly. Can the last log be undone urgently

• Does Workflow Critera support multiple values when using contains?

  I'm trying to set up some advanced routing/assignment workflows based on product and would also like it to assign based on keywords in original emails/description. When using the criteria in workflow, I noticed the operator includes contains and then

• Power of Automation :: Automatically schedule a Zoho Meeting when a Task is created in Zoho Projects.

  Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

• How to show related lists of a field in another look up field

  Hi team, We currently have lookup fields of accounts in deals and products module. This creates related lists in account for deals and products. I also have another module - company, the accounts module has a look up in accounts. which has created a related

• 【Zoho CRM】集計項目のアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から集計項目のアップデートをご紹介します。 (集計項目機能の概要が知りたい方はこちらよりご確認ください) Zoho CRMの集計項目は、データを手軽にまとめるための便利な機能です。 今回のアップデートにより、業界ごとのニーズに合わせたサマリーをより簡単にカスタマイズして作成できるようになりました。 【目次】 本アップデート概要 集計要件のカスタマイズについて 1.本アップデート概要 以下キャプチャでは、例として「見込み客」の項目の作成画面を開いています。

• Disabled button until field workflow executed finish in mobile

  Hi In stateless form I change value in one field and this field have a workflow execute a lot of code. but before workflow finish if I click the button . Creator will cause a error. Cloud you Disabled button until field workflow executed finish in mobile

• How can I add an element to a specific array position in a list of arrays?

  I have a list of event records that I am de-duplicating. Each record contains a title, a date, and an alphanumeric ID (needed for an external function). I wish to deduplicate records based on the combo of Title and Date only, because the ID will always

• Self Client Authorization Issue

  Hi. Trying to test the api integration for Zoho Desk with the Self Client - Client Credintials flow method. I've created the self client, obtained the client id and secret, inputted "Desk.tickets.ALL" as my scope, and "ZohoDesk.[My Zoho Desk Org ID]"

• More suggestions to the Ticket History Tab

  Rather than this relative time, it would be great to see the timestamp on items like this. Using the history to try and figure out issues is tough when you have to calculate the time in your head. Additionally, it would be great if you could click on

• See more information of records of related lists

  Hey, we need a way to see more information for every record inside of a related list. Only columns are not enough. We need a section for every connected record where we can show data, maybe even subforms.

• Poor Email Delivery

  Our company used Zoho about 2 years ago and always had trouble understanding why a great deal of our emails from Zoho CRM and Zoho Marketing Automation ended up in the recipient's spam folder regardless of the email content and despite having our domain

• How to add sort order to API

  Hi, I have tried using the parameter ?sortBy=createdTime on this api https://desk.zoho.com/api/v1/tickets/xxxxxxxx/conversations?sortBy=createdTime but its saying its an invalid parameter. Is there a parameter to sort on this API? Dane

• Bold Keyboard Shortcuts Not Working

  Formatting Shortcuts like Crtl + B, Crtl + I, Crtl + U, are not working. Is there a setting to get these reactivated? I can still do things like cut, copy, and paste.

• Update project dates

  Hi, I was wondering if there is a way to shift dates of the whole project or a task list without changing each task start date? Thanks, Saman

• Collaborators are not able to upload images

  Good afternoon, We have a sheet with 2 current collaborators and when they try to upload an image , a pop up comes up ' server error, there was a problem saving your last edit. Please try again' Can you kindly assist?. Thanks, Annrica

• Requesting a file upload in Zoho Workplace not possible?

  I’m new to Zoho Workplace and am mostly liking it. However, it seems as though collecting/requesting documents is not available in the workplace version of WorkDrive. Am I missing something, or would I need to subscribe separately to another WorkDrive

• What do you think about changing the panel's color spectrum?

  "In my opinion, the color scheme feels a bit gloomy, and I think brighter shades would be better. It would also be great if there was an option to change the colors. What do you think?"

• More information Related Details widget area

  It would be great to have more related information added to related details when creating a client ticket. For example Account Information. We have a "Support Plan" field where we select Gold, Silver and Bronze and it would be good if we could choose

• Timesheet Export Template

  Is there a way to save the export template when exporting timesheets? I have to select the fields I need/don't want before every export.

• Several language in Chat Bot in SALES IQ

  Hello, I'm creating a chat bot for my company and would like to have a chat bot replying in French and English. As I understand, I must create 2 different bots, then according to the first sentence of the Client the system will choose the right one: FR

• Open Tickets

  Is it possible to get a notification if a ticket is left open for X amount of time? For instance, if a ticket is left open for 1 week, can I get an alert to follow up on the ticket and close it out if necessary? Thanks!

• Searching through the Attachment's Content

  Case: An email comes in with a file attachment The file attachment contains a REFERENCE# Agent searches using the REFERENCE# Zoho Desk Showed No Result Is Zoho Desk incapable to search through an email/thread attachment's content?

• Zoho Books Bookkeeper

  We are looking to move our current finance activities to Zoho Books, and our current bookkeeper doesn't have the ability to learn a new software. Does anyone have any recommendations for a local bookkeeper in Ontario?

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