Recent Topics
[Free webinar series] Get to know Deluge: Zoho’s powerful scripting language
Hello Everyone, We are much elated to invite you all to our upcoming session in Zoho Deluge! Bringing on to your table - Get to know Deluge: Zoho’s powerful scripting language Understanding Deluge Zoho’s suite of applications offers robust solutions for
Account blocked
Yesterday I got my Zeptomail account blocked due to too many hard bounces. My account is used exclusively for sending transactional emails (eg. your order has been shipped, a form has been filled, etc) and the sudden blocking impacted hundreds of websites
What is wrong with this sendmail message?
I keep getting improper statement errors on the message, but I cannot see a problem. Also, if the message is much longer the whole message turns black instead of being coloured yellow, red and blue. client = Clients[ID == input.Client_Lookup]; sendmail
How to size a QR image in a report PDF?
I've created a report template for a client record which has a QR code field. I've tried inserting the field into a paragraph element and also as a field element that I have resized. The QR code is shown at the same, large size on the page either way.
How do create a validation rule / function to check datetime field is within Business Hours?
I've got a field called Scheduled_Time. People keep accidently inputting 2am when they mean 2pm. Realistically this field is never going to be before 7am or after 9pm. I'd like to add validation rule to the field (which is a datetime field). Using the
Creating a report for a subform child record and show parent data
I have a Client form (Name, Address) under which I can add a child Appointment (Date, Time, Location, SalesRep) in a subform. Now I want to set up a report where I can view an Appointment and send it to a Sales rep for their records. I want to automatically
Tropicalize Books
Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more
Generate print-ready documents from Zoho Books with the Zoho Writer extension
Hi everyone, We're excited to introduce Zoho Writer Templates for Zoho Books extension. This extension allows you to create and use customized templates to generate professional, print-ready documents such as invoices, estimates, purchase orders, and
Tip #73 - Exploring Technician Console: Diagnostics - 'Insider Insights'
Hello Zoho Assist Community! Say you're remotely supporting a client whose machine is behaving erratically. Applications are freezing, services keep stopping on their own, and the user has no idea what's going wrong under the hood. You need to dig deeper,
Replies sometimes creating separate ticket
Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding
NEED HELP
I have below data po no invoice no Party inv date value status 1 aa1 ABC 01-May-26 100 Under Cr 2 aa2 XYZ 02-May-26 200 Over Due 3 aa3 ABC 02-May-26 300 Under Cr 4 aa4 XYZ 03-May-26 400 Under Cr I need result as below using formulas (not Pivot table)
Pasting images is a mess
I’m trying to paste images into my tickets, in the comments field. But when I paste images, they end up in the wrong order or behind the text.
A way to create kits (groups of items) that do not require bundling and are added to an order as the individual items
We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group of
Auto-sync field of lookup value
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
Refering cell from other sheet
Hi, If we want to refer any cell in the same sheet its very easy, like suppose if I want to refer cell A2 in P7 I just need to type =A2 in P7, similarly how can I refer a cell present in different sheet ( I mean refer cell A2 from Sheet1 into Sheet2) Thanks
How to prevent users from switching price lists in an order?
Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, other
Edit 'my' Notes only
The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same
Invoice emails repeatedly "Bounced back" from perfectly good email address of clients.
Hi For a couple of months now I am getting tens of invoice email invoices "bounced back" from perfectly sound email addresses when they are sent via Zoho Books. (see attached or an example) (the common theme seems to be that the emails are going to either
Paying a credit card
When you move money from your operating account to the credit card account to pay the balance does you select "Pay Credit Card" or "Transfer". Doers it matter? Also I seem to be doing transfers and sometimes I get a list of possible matches and I select
Timer not appearing to update
For the last couple of days, I've noticed my timer is not updating. When I start it, it doesn't show as started until I refresh the page. When I pause it, it doesn't show as paused until I refresh the page. But it does register a stop correctly in real
Proforma Invoice
Is there an option to create proforma and advance invoices in professional
Zoho Books | Product updates | May 2026
Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & Canada
Restrict Ticket Movement to Specific Departments in Zoho Desk
Hello Zoho Desk Team, Greetings, and hope you are doing well. We would like to submit a feature request regarding the ability to control ticket movement between departments in Zoho Desk. Current Limitation: At present, Zoho Desk allows agents to move
Bounced Contacts
We recently started using Zoho and hadn’t sent out campaigns in quite some time. With our first campaign, we saw a high number of bounce backs, which we expected due to the age of some contacts in our database. After doing some research, I understood
DYK 5 - Soft and Hard Links in Task Dependency
Did You Know you can manage dependent task schedules with Zoho Projects? In a project, some tasks are linked while others progress on their own. When a task is hard linked to another, its schedule is automatically adjusted when the predecessor moves.
No Ability to Rename Record Template PDFs in SendMail Task
As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and
List of All Contacts on "Do-Not-Mail List"
I have several contacts that are UNKNOWN among my thousands of email addresses who would like to be put back on the active mailing list. I require a list of ALL my contacts on "Do-Not-Mail List" - How to I receive this list? Note: "We're sorry, but this is not possible" is not an acceptable answer. I must receive this list form Zoho Campaigns or directly from someone within Zoho Technical Support. Thank you, Justin
Whats app integration
Do we have a whats app integration as wel for Zoho recruit please.. If so how can we process it
Global/Overall Reports & Dashboards in Zoho Sprints
Hi, Do we have an option to refer Global Level Reports & Dashboards in Zoho Sprints? We could see that we have Project specific Reports & Dashboards inside every Project. However, for a management level we want Reports & Dashboards visibility at a Global
AI-Powered Summaries for Records, Notes, and Emails
Recruiters spend a significant part of their day catching up on context. Reviewing candidate records before a call, scrolling through notes after an interview, or reading lengthy email threads to understand the latest update. As hiring volume grows, finding
Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters
Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced
Zoho Recruit Extension - Recruit Variables
I am creating a zoho recruit extension. I have created a zoho recruit variable "token". The user who installs the token is supposed to fill this field. This is now connected with a workflow of "Job Create". I am using a deluge function that sends ths
Direct URL to "View Record"
I would like to create a button (Deluge Script) to jump to the "view record" without passing by the record menu, but I can not aford to find the right url. I don't want the "view record" as a single page. I want the "view record" in the application like the picture below: Thanks in advance for your help
Zoho recruit's blueprint configuration is not functioning as mapped
Current Status: Zoho Blueprint is not functioning as configured. Issue: We are moving a Candidate status in Zoho Recruit "for active file" but we encountered: "Status cannot be changed for records involved in Blueprint." This happens to various client
Interview Notes and Feedback
We hold panel interviews and would like an option for all panel members to leave independent interview feedback and notes. At present, we can only see an option for a single person to do that. Is there a way multiple people can leave centralised feedback
WF On User Input of Field calling a function
As the Title implies, I have an Invoice form with a Lookup field called Car. When the user enters a value, I want to create a series of SubForm (charge) rows with data entries that depend on the Car form. I have a Function that describes how many lines
site24x7
regards the "www.site24x7.com" service is included in the service of zoho one If included please enable it in my zoho one service Thank you
UK MTD -- do we really need to map accounts every time we finalise a quarterly report?
Hi, I've been using Books for years as a sole trader in the UK and been very happy with it overall. I was expecting that their implementation of features for MTD was going to be seamless and helpful. Unfortunately, it seems very bare bones and unclear.
How do I remove a data source from Zoho Analytics?
I am unable to find a delte option on a datasource that i put in the system as an error. On teh web it refers to a setup icon but I do not see that on my interface?
How Can AI Agents Improve E-commerce Operations Efficiency?
I’ve been thinking about this question recently: as e-commerce operations become more complex, can we use AI Agents to improve daily efficiency? Many e-commerce teams need to handle product management, order follow-up, inventory checks, customer replies,
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