Recent Topics
Mixed order: stock item and business purchase
Hi, I'm just getting started with Inventory, and I haven't been able to find an answer to this. I am a small service business, and am just starting to sell products (in very low numbers). From my vendor, I purchase both items that I will on-sell, which
Issue with COQL Query for Retrieving Notes via Zoho CRM API V7
Hello, I am currently working on a COQL query to retrieve Notes associated with Deal records via the Zoho CRM API V7. However, I am not receiving any response. When I used the V6 API, I did receive a response. Below is the COQL query I am using to fetch
Dashboard Auto-refresh
Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support
Lookup field of related entities
Hi everyone! Since every Deal can have multiple related Quotes, how can I add a field to Deals that allows the user to select one of those Quotes? The objective is to mark one of the Quotes as the "preferred" one. Thanks for your time!
Let's Talk Recruit: Is your company profile verified? Here's why it matters!
Welcome back to our Let's Talk Recruit series! In this discussion, we're diving into company profile verification—what it is, why it’s important, and how it affects your access to key features in Zoho Recruit. This is your space to ask questions, share
5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(2/27)
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 2月開催のZoho ワークアウトについてお知らせします。 今回は久しぶりに品川にて「オフライン開催」します!! ※定員に達したため、受付を終了しました。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、
Copy button for unattended installer broken.
Come on guys this is a simple fix on your website. Why is this not been attended to? I keep getting pushed into support cues and the technicians don’t even address the question I’m asking. This is a great product do not let support technicians damage
Zoho Sheet import error
The error "Sorry! Couldn't import the spreadsheet. Please try again later." appears when trying to either of the attached spreadsheets, and I'm not sure what the reason is.
Clear specific tag or tags from all leads
I'm looking for a way to clear a specific tag from all Leads. I have a function when a tag is added to a lead they are added to a campaign and their status is set to "invited". I need to find a method to remove the tag. If I try to delete the tag to clear
Can´t copy fields
Hi Im trying to copy the information from a registry in a module to a new one in another module, the following code works, the thing is, it does'nt copy the rest of information in the new registry, i'm learning Deluge in an autonomy way so, i don't now
Free Webinar Alert! Focal Point: Building a Financial Ecosystem with Zoho Workplace
Hello, community! The financial year-end is here, and it’s time to take control of your finances like never before! We’re thrilled to host a webinar titled Focal Point: Building a Financial Ecosystem with Zoho Workplace to help you set up a seamless and
Syncing Deal Tags with Contact Tags
Hello, I'm new to Zoho CRM. We use the contacts section to store our quality leads / and past contacts. We obviously use the deals feature when working current deals. I'd like the deal tags and contact tags to automatically sync so the tags are the same
Assign Templates to a Branch
Hi, In Zoho Books you can assign templates of invoices,estimates... to customers and vendors and you can also assign transaction numbers to an specific Branch but Is possible to assign a template to branch? We need to use different templates in the same
HOW TO INTERGRATE ZOHO PEOPLE TIME AND ATTENDANCE TO ZKTECHO MB10
Can anyone assist me with how i can go about the integration of Zoho people to a time and attendace device (ZKTecho MB10)
Cash sales
Is it possible to record daily cash sales via the app?
How do I see ex employees in Zoho People
I can't find anyway to see former employees after they've been marked as terminated.
Is there a way for a custom function to trigger a custom made email alert?
Hi Zoho Team, We have currently maxed out our 30 workflows in one of our department and we are trying to find ways to make it more efficient. We usually use our workflows to send automated email notifications per team leader for approval of tickets. Is
Restore deleted spreadsheet
Hi all, I can not find my spreadsheet. It seems that my spreadsheet is deleted. Please, restore the spreadsheet. Thanks in advance
Better Control over Team Ordering and Display
Two feature requests for Zoho Desk team drop downs: The ability to change the order of teams, currently it's not in alphabetical order, which is confusing. I'm thinking a manual ordering via number or drag and drop, alphabetical order, and creation order
Multi User Lookup field on the Zoho CRM iOS app.
Hello all! Hope you are all safe and sound. We have now brought in support for the Multi User Lookup field on the Zoho CRM mobile app. Below are the enhancements that are supported in this update: * Multi User Lookup field can be added through the
SSO/SAML
Question - how are you guys handling SSO for Desk? It seems the only options lead back to ADFS which is a dying technology, stupidly complicated to set up and configure (I mean, you can put that on your resume) and seems like overkill for SSO when AAD does it so much better and effortlessly. We want to have our clients have SSO to log into our support portal and we want our Agents to have SSO as well. I shouldn't have to expose our server, turn on ADFS, configure it, install multiple clients (Sync
Ask the Experts 17: Elevate Customer Communication With Multichannel & Instant Messaging
Hello Everyone, Get ready for the opportunity to interact with Zoho Desk specialists! This month, we’re diving into Multichannel Operations, helping you manage customer interactions across various platforms seamlessly. Why Join? Customers reach out through
ZOHO DESK
I use Outlook Exchange to receive emails and want to forward them to Zoho Desk for better management. Additionally, I want to reply to emails in Zoho Desk and have them sent to customers via Outlook Exchange, but I don’t know how to configure it.
An error occurred while uploading the attachment.
From the image below, attaching files is not possible via the website but is supported through the Mobile App.
One time offer in Zoho Campaigns
Hello! I have an idea to improve my sales. I would like to make a "one time offer" in Zoho Campaigns with a clock that will count down the bid validity period. Is it possible? Regards.
Multiple self client instances
there a couple of details that deserve clarification / improvement in Zoho's OAuth 2: 1. for building true server apps - cloud to cloud REST - one has to choose Self Client when creating a new instance in API Console; Server-based Appplications is slightly
Workdrive Oauth2 Token Isn't Refreshing
I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so
Zoho Desk - Delete an email conversation
When using Zoho support desk I see an option to delete and edit conversations that are comments, BUT if the conversation was automatically added as a conversation from an email, then the option to delete it seems not to be available. Is there a way to
Emoji support in workdrive
Hello, We are using emojis in our filenames and folder to help visually find relevant data. Currently Workdrive is stripping out emojis and the rest of the filename (along with the suffix), making the file unreadable when they are synchronized with desktop.
What is a 'user' in Zoho Surveys, and can I have multiple Offline Kiosks running?
Is a 'user' the amount of people that can make and edit surveys on the website? I basically just want to know if I am able to have multiple Offline Kiosks running on multiple devices at the same time. Either on the Basic or Plus plan which both have 1
Fundation / Non profit : Could you help ?
Hi, We're about to handle a Medical research fundation, non profitable structure, what kind of prices could we hope from you ? Could you help us ? We would need Survey, automated campaign and ZIA Thanks in advance
Editing Responses Afterwards
Is it possible to revisit a survey where no personal data, such as an email address, is collected and modify the previously submitted answers? My actual goal is that if a certain score is not reached, the respondent receives a message and remains on the
Showing JIRA fields in Zoho
Hi Zoho Support, We're currently working on an integration between Zoho Desk and our JIRA projects. What we want to do is to show certain JIRA Custom Fields in Zoho when creating a JIRA issue from within a Zoho ticket. In this thread I found a comment
Stronger Background Blur Option for Zoho Cliq Meetings
Hi Zoho Cliq Team, I hope you're doing well. We would like to request an enhancement to the background blur feature in Zoho Cliq Meetings. Currently, the available blur background option is very mild and does not provide sufficient blurring, especially
Dynamically calculate the difference between two dates with a DATEDIF function in Zoho Office Integrator
Hi users, We're pleased to introduce a new formula in Zoho Office Integrator's document editor: DATEDIF. This formula allows you to calculate the difference between two dates in days, months, and years—and eliminate errors due to manual calculations.
Dynamic Dropdown on Search Page
I'm trying to create a search form that allows users to search based on fields from the main form. I've tried using deluge to get the values and that didn't work. Now I've used a lookup field but it is populating multiple entries in the dropdown with
Primary Address Identifier in Zoho Finance Suite (Inventory, Books, Billing, etc)
I'm trying to run a report in Analytics based on Vendor address but I've found that it's possible for Vendors to have more than 1 address. I assume this is the same for Customers. The purpose of the report is for EU Interstat reporting. (Intrastat is
Deluge Converting issue in File Upload of Excel Format to Xlsx in Subfrom
Scenario: In the Lead module, there is a File Upload field and a Subform. When an Excel file in CSV format is uploaded to the File Upload field, a Deluge script runs to read the document and transfer the data to the Subform using a client script on the
Not able to filter anymore
Hi, We're not able to filter anymore. Does anyone else also have this problem?
Task Effort Estimates
Where in zoho project tasks/task list can I define the estimated effort in terms of hours?
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