Kaizen #236 - Using Client Script Support in Quick Create to Automate Manual Data Entry
Welcome to another post in the Kaizen Series! In this post, we explore how Client Script support in the Quick Create form can be used to automate data entry. This solution addresses a common business scenario where Zylker Furniture sells sofas, wardrobes,Handling large product migrations in Zoho?
Hi everyone, How do you usually manage large product catalog migrations (10K+ SKUs) into Zoho One? Main concerns I’m thinking about: Avoiding downtime Preventing data loss Keeping supplier and product relationships intact Do you prefer bulk imports orRegarding the integration of Apollo.io with Zoho crm.
I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on GoogleZoho Community Digest — Marzo 2026
¡Hola, comunidad! Un mes más os traemos las novedades más interesantes de Zoho para marzo de 2026, incluyendo actualizaciones de producto publicadas oficialmente, cambios de políticas y noticias del ecosistema. ¡Gracias por venir a los Workshops de Madrid!Adding a Mark Up
Can you use the discount column to be a mar up column on estimates and invoices?Subscription Statuses - Dunning
How are other companies handling the scenario when customers don't pay and dunning takes over? Our issue is that in my situations, we want our customers to be able to catch up their late payments and continue their subscription after the dunning processTip #67- Exploring technician console: Disable Input Devices- 'Insider Insights'
Hello Zoho Assist Community! Picture this: you are in the middle of a critical remote session, carefully configuring a system or running an important update, and the customer accidentally clicks somewhere or types something that undoes your progress.What matters more in Zoho implementations: tools or system architecture?
I recently worked on a full-stack migration for a catering equipment business using Zoho One with Shopify, and it raised a few interesting observations. The setup included migrating a large product catalog (around 9,700+ SKUs), integrating multiple supplierCalculate Hours Minutes Sec in Zoho Creator Using Deluge
check_In = "8-Aug-2023 10:00:00".toDateTime().toLong(); checkout = "8-Aug-2023 18:00:00".toDateTime().toLong(); //difference = start.timeBetween(end); check_In = "8-Aug-2023 17:56:50".toDateTime().toLong(); checkout = "8-Aug-2023 18:00:00".toDateTime().toLong();Tickets without registration
Hi, would it be possible to give customers the opportunity to be able to read their tickets without registration?How I Implemented Subscription-Based Access Control and Expiry Handling in Zoho Creator
I recently worked on a use case where users come into the application to request a service, but they should only be able to continue the process after completing a subscription. The challenge was not just controlling access, but also making sure thatUpdate TDS and TCS rates for Income Tax Act, 2025 (effective April 1, 2026)
Hello everyone, The Income-tax Rules, 2026 (G.S.R. 198(E), dated March 20, 2026) have been notified, marking a significant structural shift in India’s direct tax framework. From April 1, 2026, the Income Tax Act, 2025 replaces the Income Tax Act, 1961.AI secretary
In our company, Claude is the secretary and creates inquiries and schedules from Gmail. You no longer have to enter them yourself. The secret is that we created an MCP server that connects to CRM. https://x.com/Mac_nishio/status/1917954562566328694Creating Restaurant Inventory Management on Zoho
Hi, We run a small cloud kitchen and are interested to use Zoho for Inventory and Composite Item tracking for our food served and supplied procured to make food items. Our model is basically like subway where the customer can choose breads, veggies,Seeking a WhatsApp Business App (not API) Zoho CRM integration
We have a business need to integrated WhatsApp Business App (not API) into Zoho CRM to centrally manage communications between our Sales team and Leads & Contact. Is there a reputable integration available for this scenario of ours? Core features we wouldLets Talk Recruit: Key takeaways from our India community meetups
Welcome back to Let's Talk Recruit — the series where we bring you real stories, product insights, and community highlights from the world of recruitment. Our last post covered how Resume Harvester can take the follow-up out of hiring. This edition isThe Social Playbook March edition: Myth vs Facts
We’ve all heard a lot of myths growing up. Some sound convincing, some feel believable, and over time they start to feel like facts. But the truth is, a myth is still a myth until it’s backed by real facts. Marketing is no different. Over time, many ideasMarketing Tip #26: Optimize product images for SEO
Product images can do more than make your store look good. They can also help customers discover your products through search. Since search engines can’t "see" images, they rely on text signals to understand what an image is about. Two small actions makeKaizen #235 - Automating record restoration using Recycle Bin APIs in Zoho CRM
Welcome to another Kaizen week. Here's a question that came up in our developer forum: "I'm working on a piece of software to automate conversion of Leads into Deals based on order status from my company's website. There are some cases where a previouslyWebDAV support
I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?Marketer's Space: Why your open rates suddenly drop to zero?
Hey everyone—welcome back to another post in Marketer's Space! If you regularly track the performance of your campaigns, open rates are probably one of the first numbers you check after sending an email. So it can be quite alarming when a campaign suddenlyRe: Application Architecture in Zoho Creator — A Platform-Specific Deep Dive
A recent community post on application architecture made some excellent points about planning architecture early in Zoho Creator projects. The core message is right — Creator applications have a habit of growing organically into maintenance nightmares,Set Field Mandatory by Client Script ZOHO CRM
#Tips of the day We can set the field as mandatory by the client script var field_obj = ZDK.Page.getField('Custom_Field1'); field_obj.setMandatory(true); Custom_Field1 = Field API Name Apart from is if you have required any kind of Zoho work please doNew UI for Writer - Disappointed
I've been enjoying Zoho Writer as a new user for about 6 months, and I really like it. One of my favorite things about it is the menu bar, which you can hide or leave out while still seeing most of your page because it is off to the left. I think thisTip #66 - Exploring Technician Console: Network Statistics - 'Insider Insights'
Hello Zoho Assist Community! Have you ever wondered why a remote session feels sluggish, or wanted to check whether connectivity issues are on your end or the customer's? That's exactly where the Network Statistics feature in Zoho Assist comes to the[Action Required] : Update Shopify Access Scope to fetch complete order history
Hello Shopify Users! Shopify has updated the access scope for apps under developer portal. With this change, the read_orders scope now provides access only to the last 60 days of order history. To access older historical orders, Shopify requires a separateRead Thread Details
Does anyone know how to "read" the complete thread details in a ticket? I figured out how to pull a summary of the threads using a webhook, but it doesn't have all the details I want. I tried to create a loop in flow, which should have worked, but insteadIs it possible to retrieve function (Deluge) code from Zoho CRM externally?
Hi Everyone, Is it possible to fetch or retrieve the Deluge function code from Zoho CRM using an external method (API or any other approach)? I would like to know if there is any way to access or extract the function script outside of Zoho CRM, or ifUsar o Inventory ou módulo customizado no CRM para Gestão de Estoque ?
Minha maior dor hoje em usar o zoho é a gestão do meu estoque. Sou uma empresa de varejo e essa gestão é fundamental pra mim. Obviamente preciso que esse estoque seja visível no CRM, Inicialmente fiz através de módulos personalizados no próprio Zoho CRM,Writing SQL Queries - After Comma Auto Suggesting Column
When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? AnyoneBuilding a Simple Raspberry Pi + Keypad IoT PoC with Zoho Flow
I want to share a simple IoT PoC I recently built that connects a Raspberry Pi to Zoho Flow and Zoho Creator. The goal was to send PIN input data from a hardware keypad to Zoho and trigger a servo and buzzer for visual/audible feedback. This can serveStrange behavior in CRM Number Field – Characters allowed but not "e"?
Hi everyone, Has anyone faced this strange issue in Zoho CRM? In a Number field, it is possible to type some characters, but the character "e" cannot be entered. This was really surprising to me. Normally, a number field should restrict all charactersBest Way to Manage Approvals Within Blueprint Stages?
Hi, I am working on a requirement involving Blueprint and approval logic in Zoho CRM and would appreciate some guidance. I understand that approval processes do not trigger when a record is currently within a blueprint, which makes it challenging to implementMarketing Tip #25: Grow your social presence with a simple posting routine
Consistency is one of the biggest growth drivers on social media. Regular content keeps your store visible and helps customers remember you. Even 3–4 posts a week can build momentum over time. The easiest way to stay consistent is to stop trying to createComposite items inside of composite items; bill of materials needed
Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weightsBudget function?
Has there been any progress on the development of a budget function in Zoho Books / Invoice? It's impossible to grow/run a business without some kind of budgeting. If I've missed something, apologies, but there seems little point in using Zoho Books without a budgeting function. Otherwise, I'm very impressed with the Zoho apps and the support. Keep up the great work.Kaizen #234 - Automating Deal Handoff with Zia Assistant API, Workflow, Deluge, and Widget in Zoho CRM
Hello all! Welcome back to a fresh Kaizen week. In this post, we will explore how to automate the deal handoff process in Zoho CRM using Zia Assistant API + Workflow + Deluge + Widgets. Here’s how the final output looks when a deal is reassigned 1. DealLimitation in chart of accounts
There is a limitation of 4000 accounts in chart of accounts Zoho needs to remove this limitZoho Booking Integration with Desk
Just wanting to share something in case it helps someone else who may run into a similar use case as we did. Issue: Currently, the Zoho Booking integration with desk will drop a comment into the ticket when a customer books a time, however it won't changeCRM
Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some seriousNext Page
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Hello everyone! Buttons in Zoho CRM allow you to extend the default CRM capabilities for your bespoke business needs. It provides the flexibility to connect to any third-party application to perform necessary actions. Wouldn't it be better, if those buttonsWhat's New in Zoho Invoice | April - June 2025
Hello everyone! We're excited to share the latest feature updates and enhancements we've made to Zoho Invoice from April to June 2025. In this, you will learn more about the following features: New Integrations via Zoho Marketplace Add Images to EmailClient Script | Update - Client Script Support For Custom Buttons
Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
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Hello everyone, We are back with our Ask the Experts (ATE) series for 2026. This year, we bring experts to help you address customer support challenges using Zoho Desk. For our first ATE, we are getting into the human side of customer support. "EveryIncorrect Functioning of Time Logs API (Version 3)
We need to fetch the list of time logs for each task for our company internal usage. We are trying to achieve it by using the next endpoint: https://projects.zoho.com/api-docs#bulk-time-logs#get-all-project-time-logs Firstly, in the documentation theLooking for Guidance on Building a Zoho Website
I'm exploring the possibility of building a custom website with specific features using Zoho as an alternative platform. My goal is to create something similar to https://gtasandresapk.com , with the same kind of functionality and user experience. I'dBuilt-in Date Functions in Zoho Analytics Query Tables
I have a doubt about whether Zoho Analytics Query Tables provide built-in functions for start date, end date, and the current monthDynamic image in form works in the app but not on the customer portal.
img = frm_Fichas[ID == input.Nombre].Foto; imgno = Nophoto[ID2 = 1].Image; if(len(img) > 1) { img = img.replaceAll("/sharedBy/appLinkName/",zoho.appuri); img = img.replaceAll("viewLinkName","Fichas_de_personal_public"); img = img.replaceAll("fieldName","Foto");
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