How do I rename the dropdown that contains a form and a report?
I want to rename this, but I can't find howFiltering two fields
Hoping somone can assist, i am trying to create a report to show values from two different fields. e.g I have Field 1 Field 2 In some records, fields 1 and 2 are both "yes"; in other records, only one of the fields has the value "yes". Can we generateOwner drawings
I entered an owner’s drawing transaction in 2023 but it’s still appearing on 2024 books. Is that supposed to happen? Or should Is there an additional step? I prefer for this transaction not to appear.Treatment of Non-Refundable Income after cancelling an Invoice
A customer made part payments of 30,000 for an invoice 0f 100,000, and then he is unable to pay up the remaining and has asked for a refund. As per company policy, he can only get 75% of the amount paid, which is 22,500. The remaining 7,500 is non-refundableI need refund
I have purchased the Zoho Book standard plan; I had the impression that I would get the purchase > Bill feature. After purchasing, I found that billing is not included in the Zoho standard plan. I immediately canceled the subscription. I love the product,Creating Deposit Invoices
Hi, we are a company that does project based work with a request at the begining of each project for a deposit payment. At the moment we are creating invoices for the deposit and an invoice for the completion of the project, however they are completelyIt's time to say goodbye to Zoho Recruit for me.
Hello, I have been a Zoho Recruit user since 2013. The tool has evolved, with a better UI, new features and so on. The pricing is still a great asset too. BUT, that being said, important features are not coming fast enough. I tried to share my point ofHow to make the add-on optional at the time of subscription?
The scenario is this, we have a service which has optional add-ons. Like the customer who purchased the subscription may or may not want to get the add-on. In our case if the customer choose the addon we have monetary benefit. In case the user does notMoving Subscriptions from one Customer to another
We frequently need to move subscriptions from one Customer to another Customer in Zoho Billing and the only way we have figured out to do this is to cancel it in the old owner's profile and manually recreate in in the new owner's profile. In doing this,how to add new line in Deluge?
I want to make string with line separation like this: this is the first line second line third line I have tried to use \n <br> or </br> inside the string but I can't achieve the result like the example above. I want to create a task by using custom functionHow to pause a subscription/recurring order ?
Hello, I'm evaluating Zoho Subscriptions for a food co-op where members order a box of produce every week. The software that we're currently using allows members to set up a recurring order. Members can pause the recurring order when they don't want a box for a while and then resume it later. Is it possible to pause/resume a subscription ? Thanks JohnHosted Payment Pages - how to update the address in zoho billing
I"m playing around with the muti-page hosted payment pages which have places for customers to enter their addresses when paying. Why does this not update their address in Zoho Billing after payment? What can I do to make this happen?CRM Email Template Align Left Instead of Center
Is there a way to make a basic template align to the left instead of center? I know I'm likely forced to the 600px wide with the basic templates but I would REALLY like to set the email to the left instead of center. The basic templates make all the emailsClient Script - "Click' Button on Purchase Order - Specify "To Contact" or "To Supplier"
The send email button is unique on the purchase order in that is has an additional submenu to send email "To Contact" or "To Supplier" It appears that the "click" event in Client script doesn't work correctly, probably because the button click didn'tConditional display of fields in Zoho Books Custom modules based on another field
We're currently working with a Custom Module in Zoho Books and have a question about improving data entry efficiency and user experience. Our module includes a "Client Type" dropdown field, which determines the type of information to be collected. EachBackground Image for page in Zoho Creator
Is it possible to use an image as the background in a page in Zoho Creator? I see it is possible to use an image as the background within a panel, but about about the page itself?Backup flow, see change log / history
Hello, I would like to know, how flows can be saved, copied and tracked. If I work on a Flow with multiple other colleagues we need to see the Changes made by others. Is there a history, changelog or something else? Also we need to backup/import flowsJOB Sheet can not send PDF as service rapports and more info needed other topic
Goedendag, - Jullie hebben nu job sheet erin gedaan en dar is echt super goed, enkel kunnen we de werkbon ( JOB sheet) nu niet verzenden als PDF als een service rapport naar onze hoofdaannemer hoe we dat nu doen als bewijs van de levering van het werkDoes Zoho Contracts support white-labeling?
As the title says, do you provide us white-labeling solution?Not receiving emails
I'm able to send emails, but I can't receive any. Please helpCapturing knowledge across many channels
We actively use Cliq for client discussions, product management etc. Often there are great answers to questions or key announcements. We have no way to tag or capture them along the way. Pinning only gets us so far. For example, imagine a product channelMulti-Department Approval for a Single Bill in Zoho Books
Hello everyone, Hope you're all doing well. I’d like to ask if anyone has found a good workaround for the following scenario in Zoho Books: Let’s say a corporate credit card bill or vendor invoice covers multiple purchases across different projects orComposite items are not seen in zoho commerce
Composite items are not seen in zoho commerce. Are you scheduled to fix this error?Zoho Books for Service Enterproses
I would like to know how to use Zoho Books for services such as car rental, travel agency, and hotel services. I notice that Zoho Books is good for goods, but for services, it's very difficult to track the profit or loss on each invoice. I need to captureEmail Relay in Zoho Books
I have set up the email relay in Zoho books and the SMTP test was successful. However, I can't figure out how to sent the POs and invoices via the relay so the copy of the message shows in google workspace sent mail. Any guidance is appreciatedAccounts Payable
hi there i am using the free version to trial the software. I am working on the acrual basis. When i received a vendor invoice, it gets keyed into the systems as an unpaid invoice as the payment to from the vendor is 14 days. the unpaid invoice doesApproval Processes "Record Modification"
I didn't find any information about the "Record Modification" item in Zoho articles and Tutorials. I see that this item didn't exist a year ago. Help understand how it works, I tested it and didn't see any difference between "all fields" and "no fieHow do i add another purchase information heading?
i would like to add another section right here to enter an amount which then link directly to the cost of goods sold accountHelp with Zoho CRM API Integration in C# WinForms (Token Generation Issue)
Hi everyone, I need your help with integrating the Zoho CRM API into a C# desktop application. My goal is to build a WinForms app in Visual Studio that does the following: Fetch the full list of client projects (module: Deals) and display them in a searchableCan we share the URL of My zoho Sheets on other websites?
Hello everyone? I have sheets on Zoho and I want to share them on other websites like daraz, homeshopping, gepco duplicate bills, etc. I don't have much knowledge about online sharing question forums? I am a student and have a short survey about onlinein zoho books while categorizing need to add new name in category by replacing expanses how to edit or make changes need assistance
Zoho Books integration with Google workspace
How do I integrate Zoho books with Google Workspace? The steps outlined on the Zoho help sections do not correspond to the actual user interface in Google Workspace. Zoho books is installed on admin level for all users, all users can access it from thePayment Terms Changing Upon Invoicing
Hello! Our standard payment terms for 95% of our customers are Net 30, and all of our customers that these terms apply to have that setting n their customer profile. However, over the last week or so, when an invoice is generated the majority of theseHow do I get a refund for email seats?
Hi, I've been using Zoho for awhile and have been paying for 2 seats. Recently, I created another 9 seats, but I also found out that Zoho does not support cold emails, so these 9 seats created for this purpose became useless. It's within 24 hours thatwe need to add a Customer Number field to the PDF document templates
Hello everyone. We are currently using Zoho Inventory for our small business operations and have found it to be a valuable tool. However, we’ve encountered a specific requirement: we need to add a Customer Number field to the PDF document templates (suchJoining Two Reports
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Hi, my base currency is CHF. I made an invoice in EUR, which have been paid with an extra amount (which are the fees I guess). When I record that payment from the invoice page, I can select the EUR bank account. But the amount received is above the invoiceOrder Wise Expense Tracking and Reporting Possible?
Hi, We are a manufacturing firm and take up several orders at the same time. Each order will be associated with a single sales order and then once completed to a single invoice. When recording expenses, is it possible to associate each expense with aCan you please let us know how we can use Zoho for multi store?
Hello Team, Can you please let us know how we can use Zoho for multi store because when we connect our plugin to Zoho and we create a product and then on another store when we create product with same name then product already exist error occurs, so howZoho One Home Dashboard - My Tasks (Projects) & My Overdue Work Items (Projects) have no data.
The title basically covers the situation. I've set up the dashboard cards, and for a while, they were showing data. Now, they are both blank. Is anyone else experiencing this, or has anyone else experienced this, and if so, is there a fix?Next Page
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Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associatedEasily perform calculations using dates with the new DATEDIF function
Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:Les dernières avancées en saisie de données et collaboration
Après une année dédiée à la recherche et au développement, notre équipe est prête à dévoiler des améliorations majeures pour Zoho Sheet. Ces nouveautés seront lancées par étapes afin d’en assurer une prise en main optimale. Nous commençons avec des fonctionnalitésDeluge Learning Series – Client functions in Deluge | January 2026
We’re excited to kick-start the first session of the 2026 Deluge Learning Series (DLS) with Client functions in Deluge. For those who are new to DLS, here’s a quick overview of what the series is all about: The Deluge Learning Series takes place on the
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Notes badge as a quick action in the list view
Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associatedCRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),Sending automated messages that appear in the ticket's conversation thread
Good morning, esteemed Zoho Desk community, warm greetings Today I am here to raise the following problem, seeking a solution that I can implement: I need to implement an automation that allows me to send reminder messages to customers when I am waitingNo funcionan correctamente el calculo de las horas laborales para informe de tickets
Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos dePlease can the open tasks be shown in each customer account at the top.
Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature
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Easily perform calculations using dates with the new DATEDIF function
Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisDeprecation of SMS-based multi-factor authentication (MFA) mode
Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offerDKIM Now Mandatory - Changes to Zoho Forms Email Policies
Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empoweringIntroducing Forms in Zoho Sheet
We hereby bring you the power of forms in Zoho Sheet. Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether you
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