I hope you are doing well. I wanted to take a moment to express my appreciation for the Zoho ecosystem and how it has positively impacted my business. Since I started using Zo...
Who needs this? I don't know! I did, and I sure did not find any helpful information out there, not with this keyword though. So, if you find this article because you searched...
We are using Sign for remote e-signature of liability waivers. The signer must enter a date of birth, and if they are a minor their legal guardian must sign for them. However ...
Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, wh...
Had a few questions regarding authentication test cases and couldn't find an answer in the the docs. 1. If an app like Zoho Creator requires authentication before providing ac...
Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the...
Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for furth...
Dear Zoho Flow Team, I hope this message finds you well. Currently, there seems to be a mix-up between zoho one departments and groups in Zoho Flow, which causes some challeng...
The product description created as part of the product setup page, does not show in the Create Quote module; The module allows for an additional description to be added but wi...
Hello ZOHO Books Community, is there anyway to add single transactions to bank accounts via an API or webhook? I found in docs to upload a bank statement. But i want to add a ...
I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from tho...
Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Mul...
Hi, I would like to create a custom view so that an agent can view all the open tickets he has access to, including the shared tickets created by a different department. Curre...
Hi Support Team, For storing Zoho Books' contact, invoice and other record IDs in an external app, I wanted to know if the IDs are always numeric. As far as I can see in Books...
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@...
Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. I...
The integration between CRM and Books is great, but it is incomplete in many areas. One of them is if an estimate/invoice/sales order is rejected, the users in CRM cannot resu...
Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a...
The WorkDrive Genie app lets you open and edit any of your WorkDrive files on the web with your default desktop applications. For example, you can open and edit files such as ...