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What's New in Zoho Inventory | January - March 2025
Hello users, We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. Email Insights for
Overdue payments pending approval max
I needed to validate update the email to pay for goods sold out, travel expenses and cars and vehicles for office, office supplies, properties purchase etc
How do I mass edit time entries?
Since you can not filter or sort time entries by what has and has not been invoiced (you can only see the icon but not separate invoiced from non-invoiced), I would like all time to initially be entered in as un-billable and I can change to billable as I bill them. (since you can see this separation) So my question is HOW do I mass edit this? Can it be done?
Zoho Booking Page Footer
Is there any option available to add social media, like LinkedIn, on the Zoho Booking page?
Custom SMTP is now available in Zoho Sign
Hi there! Want to send Zoho Sign emails from your organization's or personal email server? Look no further! Zoho Sign has introduced custom Simple Mail Transfer Protocol (SMTP) for Enterprise users across all data centers. By enabling custom SMTP, you
Help with SEO
Hi There, I have recently published a site and added some Keywords in the SEO settings. Searching Google I currently don't find my site though. When do these settings take effect? In the SEO settings there is also a section "Sitemap" I can change settings for "frequency" and "Priority" What do these settings do? Kind regards
Report Level Button
Currently I couldn't find a way to add a report level button I think currently we can only add buttons/actions for records, but having custom report level button would be really beneficial Usecases Click to import/sync Data from On Prem Systems Click
Create collection from start integer to end integer
I want create some ticket number. Starts at 1 and end at 10. I want the result to be a string 1 - 2 - 3 - 4 - 5 - 6 - 7 - 8 - 9 - 10. Trying something like this but need the correct way write the start and end part. start = 1; end = 3; sequence = List();
Importing Subform Data is Removed in Zoho Creator 6
Previously It was possible to import Data to the Subform in Creator 5 This basic and mandatory Feature was completely removed from Creator 6 with no Timeline to add support for it How are we supposed to add our data if we want to use Creator? Manually?
Smart Document Automation:: From Zoho Projects to Zoho Writer – Merge, Edit, and Share
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
How to remove an Instagram post on Zoho Social?
Hi there, I wanted to delete yesterday's post on all social platform and managed to do so for Twitter and Facebook. I couldn't for Instagram as there is no option for delete. How can I delete successfully?
【開催報告】東京 ユーザー交流会 Vol.2 2025/6/13 CRM Plus/Formsの活用におけるポイントやおすすめ機能を紹介
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。 6月13日（金）に東京で「ユーザー交流会 Vol.2」を開催し、16名の方にご参加いただきました。ご参加くださった皆さま、ありがとうございました。 この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひご覧ください。 ユーザー活用事例セッション：マーケ・営業・サポートをつないで顧客体験を向上させる！Zoho CRM Plusのおすすめサービス活用事例 Zoho Champion
No Real DANE Support
The issue in https://help.zoho.com/portal/en/community/topic/will-zoho-implement-dane was closed today claiming DANE was implemented. You never implemented DANE correctly, even if you think you did. DANE requires DNSSEC to work properly, you never added
Applying Price List to All Customers
I just created a new price list as we have several items that have volume price breaks. To create my price lists, I followed the instructions in this article: https://www.zoho.com/us/inventory/help/items/price-list.html When it comes to applying my price
What's wrong with this deluge code to create a Bill?
I know that all the data in the map is correct. The line items are pulled directly from a purchase order. // Add the purchase order ID to the bill billPOIds.add(poID); // Retrieve and merge the line items poLineItems = purchaseOrder.get("line_items");
2 Ideas, Clone timesheet entry from monthly view and Notes in Weekly view
While i love timekeeping I am finding some things slow me down. Slow to the point of considering writing my own API call to do this. It would be so useful to be able to clone a timesheet entry from the monthly view. It is somewhat painful to have to
Zoho Workdrive API call to find public external Link for a Folder
Hi all, I can create new external share links for a WD Folder using this API call https://workdrive.zoho.com.au/api/v1/links . This works fine, however if there is already an external link created for a given folder, trying to create a new one fails (which
Accessing and Using Formula Field
Hi There, I created a formula field called 'Day of the Week' in the Leads module that takes the record created time and transforms it into the day of the week. The formula field returns the correct values. However, I am unable to find or use the field
🇺🇸 🇨🇦 🇲🇽 Ask the Experts: A Live Q&A Session
Session Closed Thank you to everyone who participated in this Ask the Experts session! Your questions, insights, and engagement made it a valuable discussion for the entire Zoho Recruit community. The comment section is now closed, but feel free to browse
Ability to Append or Prepend specific signer name field to all documents in an envelope
We use templates regularly and have a need to be able to rename the individual pdf documents contained in an envelope, such that a signer's name is appended or prepended (e.g. Form1 - SignerName). This is critical for us, because of how we process documents
Export an email as an HTML file?
How do we export an email in Zoho Marketing Automation as an HTML file? We have an advertising partner that needs our campaign email as an HTML file. We can't find any way to do this. If this is not possible, please explain why. It doesn't make sense
Function #30: Display list of associated PO on SO details screen
Hello everyone, welcome back to our series! Imagine having the ability to effortlessly access and view details of all purchase orders linked to a sales order directly from the sales order itself. Well, today's script is designed to do just that for you.
Custom Print Button in Page/Stateless Form
[Zoho Creator] Unable to Add Custom Print Button to Page or Stateless Form We need the ability to add a custom print button on a page or stateless form in Zoho Creator to print a templated or formatted output (e.g., appointment confirmation, summary slip).
Page Variable Not Passed from Report to Form
[Zoho Creator] Page Variable (Resource) Not Passed from Report to Form in Appointment Module We are facing a limitation in our Appointment Module related to the handling of page-level variables. We are using a page variable to select a resource, which
Creating Layout Rule With Formula Field
By The Grace Of G-D. Hi, I see that i cannot use Layout Rules to show/hide Formula Fields. Is that something you plan on adding sometime soon?
Combine / merge multiple invoices into master
Good morning Zoho! Upon looking for a solution for my issue, I found many that had my similar problem...dating 13 years ago! Please, any updates on this? Merging multiple invoices on a Master Invoice would alleviate all the extra work of resending and
Free Webinar Alert! Productivity Hacks that you don't want to miss on June 24
Hello Zoho Community! Want to work smarter and get more done with Zoho Mail? We’re here to help! Join our interactive webinar to explore powerful Zoho Mail features that can boost your productivity. Watch live demos, learn helpful tips, and take part
Web Clipper cannot save to collections
With the recent update that added collections, i am unable to use the web clipper to save to a collection
sort by name is always z to a
I typically keep my notes in alphabetical order. Suddenly they are all backwards - z to a. They stay that way whether I select a to z or z to a. Is there a way to fix this?
Project Management Bulletin: June, 2025
Our project management suite's representatives have been busy socializing with global customers in the USA (Zoholics) and Australia (roadshows). We also had multiple stop overs at our customer’s establishments and were glad to see the efficiency our products
Agenda For Zoholics Benelux & Nordics 2025
Dear Zoho Benelux community, We are pleased to announce the agenda for Zoholics Benelux & Nordics 2025 on September 23-24 at NBC Congrescentrum in Nieuwegein. The topics of the presentations are: Zoho innovations in the region and worldwide The introduction
How to query Deal "Stage" "Is Open" in Analytics SQL?
How do I query this "field" in Analytics? What is going on? It seems like there is another 'mapping' somewhere but that it is inaccessible with raw sql??? If I query "Stage" Like '%Won%' I get a wildly different number than I do when I manually filter
Enhanced Candidate Portal: Now Featuring Federated Login, Passwordless Access & MFA
You can now enhance your Candidate Portal experience with Federated Login, Password less Sign-in and Multi-Factor Authentication (MFA). These features offer greater flexibility and control—allowing seamless sign-ins through trusted platforms and adding
Custom View and Custom Fields
Hi We have custom fields that we need in the Sales\Customer module and we would like to have the fields available to view in the Bills module so that we can add them to a custom view, is that possible? That way we can look at the Bills screen to see what
Subfrom Changes are NOT included in Audit Logs and Timeline
In the Timeline the subform changes are not tracked We have an important custom module for Recording Pricing Information It has a subfrom, now if Changes are made to the subform fields they are not shown in the timeline, ONLY the aggregated fields This
Changing Link Color
When I create a link from a block of text, the text color changes to a color i do not want. After scrolling through the CSS and HTML files I cannot find the setting for the link color. Changing the link color word by word seems inefficient and must be a setting somewhere? Greg Aanes 2109 Queen Street Bellingha WA USA
Content Management System
Is there any plan to develop a CMS application that allows us to manage all of the ZOHO services such as Writer, Sheet, and Planner? Besides that, it would be nice to manage the files and logs of WebNMS using SOA. Otherwise i'll try to make it. Thanks, Takash F
How do I pause or halt a running campaign?
Hi, I set up an A/B campaign - and after testing, scheduled the campaign, I noticed an error in the subject line and had to pause or halt the campaign 'mid-flight' - could not find this, and the only option was to delete the entire campaign to halt the send (it was an emergency). Is there a campaign Pause or Stop function/button? I could not find it - am I missing something? (Thank you for your help - I searched the resources and could not find an answer)
Contact Segments with multiple CRM modules
Hello, We have a somewhat unique setup in our system involving various components: Contacts, Accounts, Deals, and a couple of custom modules named Properties and Audit Logs. We're looking to implement a notification system via SMS and Email specifically
Having issues with creator, flow and calendar
So I have made a creator app when engineer puts in the date and time for when they are going to out on site , this then passes the calendar data to flow and then should populate the inputed data to the calendar. So If use${system.zf_current_date_time}.
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