Hello users!
We launched Zoho Practice, our very own accounting practice management solution on 15th November 2023, and we're elated at the response we've received so far. Zoho Practice was crafted for accounting firms and professionals, considering their need for streamlining workflows, efficient document management, and seamless collaboration with clients.
We're delighted to welcome you to the community forum, an exclusive hub for users to discuss all things Zoho Practice. The community forum is a space where you can raise queries, share experiences, and engage with other members of our fast-growing community of accountants and bookkeepers. Through the Community forum, you can:
- Engage with our product experts: Ask us any questions you might have about Zoho Practice, and our product experts are here to offer you the best support and insights.
- Stay up-to-speed on what's new: Catch our regular what's new announcements and stay updated on the latest feature updates and enhancements.
- Contribute ideas and feedback: If you have features or enhancements that you'd like to see in Zoho Practice, let us know. Our team is all ears!
Navigating through forums
If you're new here, worry not. Let's take a quick walk through the community forum.
- Quick Search - Looking for any specific information or announcement? You can type your question or any related keywords in the search bar. This will display the posts that are most relevant to your search and you can simply click to view.
- Add Request - If you'd like to directly get in touch with our support team, you can use the Add Request option to raise a support ticket. Our product experts will review your query and get back to you soon.
- Add Topic - If you'd like to post on the forum, be it a question, an idea, or an issue you're facing, you can use the Add Topic option. Other users and community moderators will be able to reply to your post.
Helpful resourcesVisit our
features page to discover all the features Zoho Practice offers.
If you're exploring Zoho Practice, and have any questions or face issues, feel free to reach out to us at support@zohopractice.com, we're here to help.
Finally, we're thrilled to have you on board with us from the beginning, and we're excited to be a part of your journey as your practice grows. Looking forward.
Cheers!
The Zoho Practice Team
Recent Topics
Surpress Zoho warnings in Customer Portal
I'm experimenting with the Customer Portal. When I log in as a customer, this message shows up, completely covering the menu bar at the top. Can such messages be surpressed? I know, it is very easy to get rid of it, but when I demonstrated the portal
Default Sorting on Related Lists
Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created
Send email to all contacts related to a module
My use case: I have a module named products, the records of which contains a related list of contacts associated with subscribing to that product. In cases where i need to trigger emails manually to give specific unprecedented updates of that product,
Function #28: Automatically calculate Customer Loyalty points
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Custom Modules Support for Zoho Creator Integration
The title says it all. We have to create custom coded widgets for every little thing because this is not supported. Zoho Creator does not support custom modules. Zoho Forms does not support Multi-select-lookups. The point of Zoho is to not have to code
C# SDK net8.0 compatibility
The NuGet packages seem to be targeting .net4.6.1 only. Are there any plans to target .net8.0, which is the current LTS version? Which package should I be using to interact with the API when targeting .net8.0, if any? If the SDK does not readily support
Notifications
I am facing a problem with notifications, the mobile crm app does not notify me at all for any mail, task, activity, ... etc., the web is slightly better as i can see a notification on the bell icon however with a delay from real time and without a sound,
Disable All
I want to disable all the fields on the form when it loads. I know there is a way to do this by listing all the fields as follows: disable Name; disable Address; disable City; ... I have over 50 fields on my form and i am wondering if there is a single command or way to just disable all fields on load. On load = disable All Thank you for any help.
Zoho Mail - CRM Widget
When I click on Associate this email to a contact within the CRM widget, I get "Oops! Something went wrong". This happen when I try to associate an email in a shared mailbox. The widget detect correctly the contact and show his informations from the CRM
Kanban View for Projects.
At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.
Feature request - export as video
Export presentation as video. I think that it would be super useful for many users. Thanks
Display Company Logos in Pipeline View
To improve deal management and enhance usability, we propose adding the option to display the associated company's logo directly in the pipeline view. Currently, users can only see the deal owner's avatar, but having the company's logo would make it easier
Attention: Scheduled Maintenance at US DC on Dec 19, 2024
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StatusIQ
Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten
Set Display for Numbers/Currency/etc with Client Script/Customization in Canvas List Page
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Cross module filtering is now supported in CRM
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Filter Criteria - Default Option for text fields should be "Contains" and not the current default "is"
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Getting email status through api
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How to refresh/update module fields in
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An accurate email totals report
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Settings - Time Display 12-hour vs 24-hour
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AMP HTML in Email Templates on Zoho CRM?
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Error : Bin Locations Provided are not valid
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[FREE LIVE WEBINAR] Maximize the impact of your marketing campaigns using a centralized Brand Studio
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Possible to pause/control the data refresh schedule for data visualisation triggered from custom button?
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Sorting a list of record acquired from the zoho.crm.searchRecords function.
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Creating cadences Unable to save
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Tab order for custom phone fields.
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How Can i put a form in Zobot
Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !
Sales IQ needs to capture both first and last names
Sales IQ chat only has one field for name. When this then syncs with Campaigns, the field populates the "last name" field in Campaigns. However most people fill in the "name" field of Sales IQ with either their full name or their Christian name. This
Export PDF from Zoho Books via API
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is there a way to tag the form rule? so that the email workflow can be sent through zoho begin for that perticular response?
I have a form rule; based on which the response like a program to be sent via begin workflow. How do i do that?
Zoho Writer page break in a merge repeating region always adds an unwanted blank page
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Introducing bot filtering for accurate analytics
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Is there a way to add clients who don't have organisation in Zoho Books/Payroll/Expense ?
The Zoho Practice software is only allowing a total of 15 such clients who are not organisations in Zoho Books/Payroll/Expense. i.e. 5 organisation in each of the software by creating a new organization for them and adding the accountant as the admin
Zoho Mail POP & IMAP Server Details
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Domain verification is in progress... (How long do I need to wait?)
Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data
Company domain with Zoho Mail as support email in Zoho Desk
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