old invoices (Exchange rate)
We have been facing an issue and searching for a solution for over a month. Issue: Previously, the exchange rate in Zoho Books and Zoho CRM was incorrect, and invoices were being recorded in Zoho CRM with the wrong exchange rate. After adjusting the exchangeInventory valuation
Inventory valuation in case of sales return makes some error in getting proper value of inventory. Cost price considered for accommodating the goods returned is not the price at which cost of good sold where recorded, last purchase of the same item isAccess invoice custom modules data from API
Hi, I am using $url = "https://www.zohoapis.eu/invoice/v3/invoices"; $opts = ["http" => [method" => "GET",header" => [ "Authorization: Zoho-oauthtoken $accessToken", "X-com-zoho-invoice-organizationid: $orgId" ] ] ]; From my app to retrieve the invoices,Bulk Update API
I’m reaching out to see if anyone has updates on the bulk records feature release. We’re eager to leverage this functionality for our operations, but until it becomes available, our current API call limits are proving to be a bottleneck—even after upgradingFSM Function not executing
Good Afternoon, all I am working on a workflow function in FSM and yesterday it was working fine. Now today when I select "Save & Execute" it does nothing. I even tested it with just a info statement and it is not executing. Any help would be greatlyImport of Bank Statement DO NOT work - Date Mapping issue - Basic Feature Issue Becoming Serious Pain
Hello, Yes, This is True. Importing Bank Statement feature is Not working as Intended. Facing few issues. Specially regarding the Mapping of Date field format. No matter how many times, we create a Case with Support team, they are NOT supporting in properZOHO NEEDS TO CREATE AN OPTION TO PASS CREDIT NOTE AGAINST SALES RECEIPT
Zoho needs to find a way to pass credit note on sales receiptS. Creating a dummy invoice is causing major issues in tallying our sales figures and compliance with tax authorities.My system is tied to tax agencies and trying these options causes majorTeamInbox and Desk Integration is Broken
I use the TI -> Desk integration a lot. Today, it broke, again. When I go to create a Ticket from TI, an error message on a red background is shown "oops something went wrong". Checking the developers console on my browser, there are many 500 errors relatingNo Emails Flowing To Zoho TeamInbox
From today, any emails we send to our TeamInbox addresses fail to be delivered. Our TeamInbox is connected via IMAP to 2 x Zoho Mail accounts. If I log in to those accounts directly via Zoho Mail, I can see all the emails landing in the inbox. The emailsMail API Get Email Attachment Content Returns HTTP Status 406
Hi, I am trying to get the email attachments via the Mail API (https://www.zoho.com/mail/help/api/get-attachment-content.html) in PHP using CURL. I am able to get the Email Content and Attachment Info (https://www.zoho.com/mail/help/api/get-attach-info.html)Not receiving email from Zoho to active account
Dear Zoho, I have an account (giahuy@bincorporation.com) can not active to log in zoho. Status: inactive. Please help me to active that account. Thank you very much!Error sending an email
Hi, I'm trying to send an automated email (receiver is always the same) via Deluge function. It was working perfectly, but yesterday the receiver's mailbox got full and started returning this error: { "data": [ { "code": "NOT_ALLOWED", "details": { "reason":emails to AOL / Yahoo bouncing
When I send email to an AOL account this morning, I receive the following error: -------------------------------------------------------------------------------------------------------------------------------------------------- This message was createdhow to send recurring estimates instead of recurring invoices
Hello, Is it possible to use the recurring invoice functionality to send recurring estimate to our customers ? We first need to send them an invoice in order to receive their purchase order and then send them the invoice with their purchase order numberView Reference Values in pick list field not showing
Dears, I want to create a custom field, type "Pick List", to define the language of a Lead. I want a pick list with some options value ("en", "fr", "de", etc.) and I want to display this options with a reference ("English" for "en", "Français" for "fr",Campaigns workflow emails going to Spam
Hi Everyone, Does anyone have a solution for workflow emails going to recipients SPAM folders? Our domain is not on any Blacklists, We have our domain authenticated with SPF, DKIM and DMARC all set up and we still have leads who tell us they are not gettingUnexpected Error in Reports (Pivot Chart, Pivot Table)
Dear Zoho Support Team, I am facing an issue while creating reports (Pivot Chart, Pivot Table, etc.) in Zoho Creator. When I try to access the report, I receive an unexpected error, and an alert message saying "Undefined" appears with the loading UI.Cursor Keeps Disappearing in the Email Fields
I did the recent update to the Zoho desktop app - I'm on PC Windows 11. My cursor keeps disappearing when I try to type in the "To" "CC" "Subject" boxes and typing in the body of the email. I've been trying to just tab through the sections instead ofHourly Permission not getting Calculated
That is our settings The total calculation should be from 9:37 AM to 3:37 PM, but the hourly permission isn't getting calculated The last entry is hourly permission, it's notClient Script field.setCriteria need the list of possible operators for criteria or the opposite of "equal"
The gist is to just filter the lookup the countries not listed in the multiselect field. I've been using a client script and this time I would like to set this criteria for the lookup: op.setCriteria("((Specialty_Requirement:equals:" + spec + ")and(Countries_Excluded:not_equal:"how to have incline alert on subrow's column or subform or other workaround that at least can let the user know this subform currently has some validation checking.
I have a subform and each row that are some columns that are compulsory to fill up. If user did not fill up, how to show incline alert on those columns or incline alert on the subform. Or any workaround that at least can bring the user to that fieldsProblem with WorkDrive and Vivo X200 Pro
Hey there, after a long odyssey of searching for a new phone, several issues and defects with a phone from another brand and many reinstallations and transfers I stuck to the Vivo X200 Pro. So far, so great. Only thing not working is the Zoho WorkDrive,Create/Edit fields in Applications module
Hi, Do you have any timeline on when we get the ability to create/edit the fields directly of Applications module. We need to update various data points about the candidate after the phone call & want to update those in the application module fields (notwebhooks daily limits in Zoho Creator
I am trying to create Sales Orders (an invoices and payment for each sales order) in Zoho Inventory from Zoho Creator, but after creating like 100 sales order the webhooks daily limit (500) is exceeded and I cant make any more calls. what need to beZoho Creator not accounting for time change
I have the timezone to my Creator application set to Eastern Standard Time(SystemV/EST5EDT). This is under the GMT -5:00 category. I was under the assumption that since EDT was present in the time setting that my application would switch automaticallyZoho People Mobile Check-in/out
Hello, I found an 'issue' with Zoho People. We wanted our employees to not be able to check-in/out from their mobile. But only when they are on the office. We already this: But still the employees can open from their mobile a browser, go to zoho people,Zoho books not accepting valid state code via api
Hello, I am using make.com to create a contact and then invoice for a Shopify orders. However, while creating contact I'm getting "please provide a valid state code" error even though I'm providing correct state code. For example I'm providing MH as stateCan't create Workflow for Module 'Service Appointments'
Hey everyone. I am trying to create a workflow from FSM to Desk. When I start the creation process I select the Module (Service Appointments) and then title it and hit next and it just sits there. Now If I select a different module it works fine. HaveMaking post copy bold and other limitations
Hello, Posting through Zoho Social, copy that I make bold in the post copy field appears differently in the actual post. eg: 'Exciting UnLock News!' is supposed to be in Bold San-serif, however it displays as bold Serif font instead. Can this be fixed?Inserted Records not showing in Kanban view
When insert a new record into a report from a workflow, it doesnt show in KANBAN view. When i view the report in a regular list view, the records are there. If i edit the record (while in list view) and then update it at all (even if i dont change anything,ASAP Chrome Extension not loading
We have ASAP enabled in Zoho Desk. I installed the ASAP Chrome Extension (Windows 10), but when I click the extension button while on our site, it never fully loads. I just get what's shown below.Why is the Zoho portal not mobile friendly?
I just got started with the portal and im sort of shocked how it looks. I already filled a hint/complaint about this. On the website you see a wonderful site with a modern design. Yet in real life its a mid 2000 look and feel. One major issue i see thatsUnable to access Zoho Help Community on my main browser
Hi, I have been unable to access https://help.zoho.com on my chrome browser for a while now. Initially I thought it was a glitch from Zoho, but when I accessed from incognito mode, I was able to access it. I have cleared cache - cookies, but still accessI can not receive emails.
MY MAIL BOX DOSE NOT REISIVE ANY MAILSERROR CODE :554 (certain recipients are bouncing my emails)
I had set up my SPF, DKIM, and DMARC properly as far as I know, and they look proper according to mxtools and some other online checking tools. My mail does go through to gmails (although still was in spam at first), but certain domains bounced me. I'dI have a problem which is that the posts are not published
I have a problem, which is that posts are not published. Since yesterday, I have tried more than 50 separate posts without any new information.I can't auto-scheduling calls down - the code does not change anything
Hi, I was trying to set a function that auto-schedules calls based on their call result; i.e "Requested more info". I had also included a reminder to send an email in the code. I logged a test call and nothing changed. Is there anything wrong with theZoho DataPrep: Data Type Does Not Match Column in the Target - Dates
We are attempting to add a last order date to our customers in Zoho CRM that is pulled from a google spreadsheet. This is the test data fields we are using. When we import into Zoho Dataprep, we get this error. After checking the formatting, it appearsCircuite fail because www.zohoapis.com:443 refuse conection
Is anyone else experiencing this issue? A few weeks ago, I started having issues with circuits failing due to www.zohoapis.com:443 refusing the connection. The error message is quite clear and points to a problem on Zoho's API server, rather than withI live a webhook of zoho flow and I don't know how to respond with the following json {"fulfillmentText": "Text"}
dialogflow sending me data to the webhook, I do searches in my zoho application and at the end of my flow I need to give this answer to dialogflow ... I don't know how to configure the webhook response! how is it done? This is the answer I need to sendNext Page
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Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesEnsure Consistent Service Delivery with Comprehensive Job Sheets
We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While onCreate static subforms in Zoho CRM: streamline data entry with pre-defined values
Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next coupleFunction #50: Send Mass emails to your customers
Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamlining2025年 Zoho コミュニティ 活動の振り返り 🎉
ユーザーの皆さん、こんにちは！コミュニティチームの中野です。 2025年も多くの学びと出会いがあったZoho コミュニティ。 本記事では今年の活動を振り返りながら、フォーラムの投稿・参加者の皆さん・イベントのハイライトをご紹介していきます。 目次 フォーラム：注目の投稿 フォーラム：多くの貢献をしてくださった方々 ユーザー交流会振り返り ワークアウト振り返り その他のトピックス 1. フォーラム：注目の投稿 本フォーラムでは様々な議論と知識の共有が行われました。 ユーザーの皆さんが日々の業務で直面する課題を投稿し、経験豊富なユーザーさん達が実践的な解決策を提供してくださいました。
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Ask the Experts 26: Brighten every customer interaction with Zoho Desk all year long
Hello everyone, Greetings and welcome to Ask the Experts 26. As we wrap up 2025, we are excited to invite you to the 26th episode of our Ask the Expert series. 🎄The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-EndCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageBasic Plan Active but Survey Creation Still Limited to 3 Surveys
I have an active Basic (Monthly) subscription (valid period: Dec 24, 2025 – Jan 24, 2026), but the system still limits survey creation to only 3 surveys, which matches Free plan behavior. The subscription appears active in Portal Information, howeverAuto-Invite Users to Portals in Zoho CRM based on Conditions
Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users toSynchronise item image between Zoho Commerce and Zoho Books/Inventory/CRM
Here is a blindingly simple idea to tie several Zoho products together. Zoho - please include a method to synchronise the item image (or images) from one Zoho application to another. For example, if you upload an item image in Zoho Inventory, a user should
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Marketer's Space: Proven tips to improve open rates – Part II
Hello Marketers! Welcome back to another post in Marketer's Space! We're continuing from where we left off a fortnight ago. We ended the previous post discussing the subject line, and we'll continue from there. Let's dive right in. Pre-header Pre-headerGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howBuilding Toppings #3 -Testing and publishing Bigin toppings
In previous forum posts, we discussed what a Bigin topping is and explored the Bigin Developer Console's features. In this post, we're going to create a topping from scratch and discuss how to test and publish it. Our topping will automate follow-up managementAutomating Employee Birthday Notifications in Zoho Cliq
Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
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