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• Sticky Posts

• Introducing the all-new Zoho Survey

  The wait is over! With its latest release, Zoho Survey is now bigger and better. A lot has changed and we're bringing you a handful of new features along with a complete makeover of the product. We hope you like the update and find the surveying experience to be smoother than ever before.  ​ Highlights UI updates Builder: We've reworked the builder to make it much easier to navigate. Be it adding an option or a page or moving pages, it's now just a click away. You can easily add and edit questions

• Recent Topics

• Switch to enable or disable sent notification when close a ticket

  Some time you need to turn off the notification email on closing a ticket. But the only way is in the Settings of Zoho Desk. It would be great to have a switch in the ticket just to disbale for once the notification mail when close the ticket.

• Sync Zoho Desk Teams with Zoho One Departments and/or Groups

  Dear Zoho Team, Greetings! We would like to request an enhancement to improve the integration between Zoho Desk and Zoho One. Currently, when creating or updating an employee in Zoho One, we can add them to the Zoho Desk application and configure their

• Report to show tickets win non invoiced time entries.

  I have a report that lists tickets and associtated time entries for a specified period of time. Is there a filter that can be applied to show only tickets that have time entries that have not been marked as invoiced? Or what is the best way for our billing

• Zoho Desk and Zoho Inventory

  I am hoping I am not the only one with this need but has anyone else notice the lack of integration between Zoho Desk and Zoho Inventory and eventual funneling into an Invoice in Zoho Books?  As an IT service provider we very often will sell parts (items) along with services for installing said item(s).  I have discovered that although you can integrate your Inventory Items into Desk as a "Product", it serves no real functionality.  In fact, I found the concept confusing compared to how many Service

• Access custom view for Boards module - Qntrl Android app update

  Hello, everyone! In the latest Android version(v3.0.8) of the Qntrl app, we have brought in support to access the custom views for the Boards module. You can also mark a view as favourite by tapping the star icon next to the view name. The views that

• Update Comment Field via Macro

  Is there a way to update the comments in a ticket, via a macro? I see how to update the resolution via macro, but I cannot see a way to update the comments. Am I missing something?

• Two Accounts on a deal

  I have Reseller accounts that generally Purchase and End-user accounts that I need to track. When I lookup a Deal, I need to see both - easy enough. When I lookup one account or the other, I need to see the deal, but I can only see it in one. How do I

• Auto-assign ticket to the agent who closes the ticket

  Hello Everyone! Here we are again, introducing a custom action to help you track tickets more efficiently and optimize your business operations. Imagine managing hundreds of tickets related to banking activities, similar to Zylker Bank. How do you ensure

• Jiraa to Zoho Projects

  I am integrating Jira tasks into Zoho Projects using Zoho Flow, but I need to translate the Jira task names into English during the integration process. I attempted to use Google Sheets as an intermediary, by applying the Google Translate formula, but

• Create Report/Query table from multiple Databases

  Is it possible to create a Report/Query table from multiple databases? example: SELECT "Date", "Time" FROM dbo.database1.thisTable INNER JOIN dbo.database2.thatTable ON dbo.database1.thisTable.date = dbo.database1.thatTable.date

• Zoho Books | Product Updates | November 2024

  Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to Invoices

• Tax Updates Revert on Zoho CRM Invoices After Running Custom Function

  Hi everyone, I'm running into an issue with Zoho CRM that I hope someone here can help me troubleshoot. I've created a custom function to update the tax amount on invoices in Zoho CRM. Initially, the function runs successfully and updates the tax field

• No duplicates in lookup field

  I have a lookup field that is based on items from a material report. The problem is, there are a lot of duplicate material names for the particular field that it's based on. Is there any way to limit it to only show one of each item?

• Lookup field based on another lookup field

  So I have a material entry form with a lookup field to an unrelated form in it. I have another form with a lookup field that shows records from the material entry form. The issue is, I want to set the the lookup field in the second form to be based on

• Subform Client Script

  Good day,  I have a subform where users can subscribe to various magazines. I would like to prevent the user from selecting the same magazine twice when adding a new row. Is there a way to prevent the user from doing this? (Can it be done via a client

• How to send emails from a ticket via deluge script

  We are planning to send an email from a ticket via deluge script how can we do that?

• Using Snippets in Comments

  One of our Agents asked about using snippets in comments. We don't see this as an option at this time, only in reply mode. Is there a way to enable this?

• Introducing 'Queries' In Zoho CRM

  Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.

• New in Writer: Create personalized documents with Bigin!

  Hi everyone, We're excited to announce that Bigin now integrates with Zoho Writer as a data source for mail merge templates. This opens up new possibilities for generating personalized invoices, contracts, emails, letters, and other documents. Streamline

• Export Invoices to XML file

  Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

• Zoho Desk - Trial Extension Error - Insufficient Privileges to perform this operation. Contact your Administrator.

  Zoho Desk - Trial Extension Error - "Insufficient Privileges to perform this operation. Contact your Administrator." I am receiving this error above when trying to extend my trial, and I am the Administrator. Please advise on how to bypass.

• Can we turn off archiving views?

  Is there a way to turn off view archiving? Some views aren't used regularly, and archiving may force us to recreate them.

• Employee User to see Hours not $$

  We have a Role of Project Manager who needs to be able to see Project Budgets in terms of Hours, but not the $ associated with the budget. We also don't want this Role to see the Hourly rates associated with users on a project. Is this possible? 

• Elektronische Rechnung (PDF) im xRechnung / ZUGFeRD-Format

  Hat jemand eine Lösung in Books realisiert? Wir sind am Export- und am Eingangsrechnung-Import interessiert.

• ADDDATE formula using 2 calculations

  Hello, I want to create an ADDDATE formula using 2 calculations, add 1 month and deduct 1 day. the formula that I need should look like this: ADDDATE(due_date, 1, "Months")+ ADDDATE(due_date, -1, "Days") Each row itself works fine, but when I'm trying

• How to pass dynamic parameters in an iframe inside Webtab

  Hello, I have a custom url like htts://www.test.com?zoho_id= 123456789. I know that if a have a custom button and using a custom function (openurl) I can open the above link by passing dynamically the Zoho ID (lets say the record ID in the Contacts Module).

• Zoho Creator Embedding a Zoho Form in a Creator App

  Hi I've created multiple Zoho Forms for my company for internal use by myself, I am trying to find a way I can either create an app using creator that when I open it then I'll have all my forms listed on the left hand side, so each one will have it's

• Agrément Norme Française Européenne Zoho Books, Zoho CRM, Zoho Invoice

  Bonjour, Je fais partie des nombreux Fan de Zoho depuis 10 ans ! Les logiciels zoho (permettant la facturation) sont super mais non agrée depuis 2018  ! J'ai tout capitalisé sur zoho et fait confiance depuis des années et me retrouve dans une impasse. 

• Zoho Books - agrément français ?

  Bonjour, J'utilise Zoho Books pour ma facturation. Je vais bientôt changer de régime de TVA et essaye donc de vérifier si je suis en conformité pour mon logiciel de facturation. Est ce que Zoho Books est agrémenté (selon l'article 286-I-3° bis du CGI)

• Factur-X la norme pour la facturation électronique

  Hello la team Zoho France, J'espère que vous allez bien. J'écris ce post car j'aimerais que Zoho rende conforme les factures émises depuis les apps Zoho Finance (Zoho Books, Zoho Invoice, Zoho Subscriptions) avec le format Factur-X qui devient la norme

• Convert invoice from zoho to xml with all details

  How to convert an Invoice to XML format with all details

• Cannot reorder fields in Page Layout in Expenses and Purchase Requests

  It is very inconvenient that the custom fields in Page Layout cannot be re-ordered. The only way is to remove the fields and re-create them; however, it is impractical. This would affect the reports and dashboards we are having. Not able to re-order the

• Trigger a Workflow Function if an Attachment (Related List) has been added

  Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger

• Billable Entries Not Syncing Between Zoho People and Zoho Books

  Hello Zoho Support Team, I’m experiencing an issue with the integration between Zoho People and Zoho Books. Here are the details: I created a project in Zoho People and linked it to a customer in Zoho CRM. The project successfully synced to Zoho Books.

• [Free Webinar] Learning Table Series - Creator for the Finance Industry

  Hello Everyone! The Learning Table Series is a free monthly webinar that runs for around 45 minutes. It's offered to our Community users and aims to provide a dynamic learning experience by demonstrating how Creator can be used as a solution for various

• New UI of zoho people

  I recently switched to the new Zoho People UI, and I’m not happy with it. It’s confusing, and the navigation isn’t easy to use. In the old UI, I could easily view all leave applications for the whole organization. But now, I can only see leave requests

• Issues with email signature not showing up correctly

  I've recently set up my Zoho mail account, and I've noticed some issues with my signature doing funny things such as the logo image getting blown up really large or showing up as an attachment or as text. The text next to which has my name and title is

• Unable to fetch SaleOrders

  We are trying access SalesOrders on the new API, but we keep receiving the following error. We are using Postman to test. Error: URL: https://www.zohoapis.com/crm/v2/SalesOrders { "code": "INVALID_MODULE", "details": {}, "message": "the module name given

• Automatic archive sent emails

  Hi, for compliance reasons we need to archive automatically sent emails, even when an email is deleted from the "Sent" folder. How to achieve that? Thx

• Zero Support For A Paying Customer

  I opened a support ticket to get absolutely no responses. My support request is being 100% ignored. What am I paying for exactly?

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