How to Backup Zoho to PST?
I'm looking for a simple way to backup Zoho Mail emails to PST format. I tried the IMAP method with Outlook, but it seems slow and complicated for large mailboxes. I need a solution that can: Export Zoho emails to PST Preserve attachments and folder hierarchy
Lead score decay timing and excluding specific campaigns from scoring
Hi team, I have two quick questions about lead scoring: 1. When does a lead's score start going down? Like, after how many days of no activity does the score begin to drop? 2. Is there a way to stop certain campaigns from adding points to a lead's score?
Zoho Desk ticket Draft Saving causes Focus to be lost
Hello, I've experienced and had a number of reports from my other team members that we've recently started having an issue where when Desk's automatic draft saving takes place (we can see the "Saved XX:XX" text changes to "Saving draft..." and the cursor
Leave Time - Past Dates by Pay Period
Under Settings | Leave Policy | [policy name] | Restrictions, one can set a number of days that an employee can go back to apply leave. This is very good and very needed. However, in most organizations, the real deadline isn't X number of days from the
Public zoho form asking some signees for login
i've been researching but unable to figure out why a select few cant access forms. They may have VPNs enabled. if that is the case, is there a way to configure the form where people using VPNs can still access the form?
Need help setting up automated customer reminder sequence for tickets awaiting customer reply
Hello Zoho Desk Community, I am trying to set up an automated reminder and closure process in Zoho Desk for tickets where our team is waiting on the customer to respond. We have a ticket status called: Open -- Awaiting Reply The intended workflow is:
How to display Pick List values with vertical separation in Canvas
I have a Multi-Select Pick List whose values I would like displayed vertically. So far, I have only been able to figure out how to adjust the width and other sizing of the field itself or even how to wrap the values to the next line below. I am trying
Marketing Tip #36: Optimize your online store for AI search
Search is changing fast. Along with traditional search engines, AI-powered search and recommendation experiences are becoming a bigger part of how customers discover products online. Stores that are well-organized, descriptive, and consistent are more
Zoho Marketing Automation is upgrading its security standards: Here's what you need to know
Hello, The Zoho Marketing Automation team here with an important security update. Keeping your data safe is something we take seriously, and as part of our ongoing efforts to strengthen platform security, Zoho Marketing Automation will stop supporting
Zoho developer edition does not work for us
Hi Is anyone else having this problem? I'm signed in with our admin/super user account. When I click on the link on this page: https://www.zoho.com/crm/developer/docs/dev-edition.html I am asked to agree to Terms and Conditions. Clicking Agree to Terms
ShipStation and Zoho Inventory
Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY SHIP STATION Sales Order ==> create ORDERS INVOICE <== Shipments What exactly does BETA mean on the Shipstation connector? This is required for me to sign-on in the next month. Thanks in advance for your efforts
Get item's custom field data for a custom button/function
Hi, I’m working on a custom button for the Invoice details page in Zoho Books. I need to calculate a Tourism Levy only on some items. I already created an Item custom checkbox field: cf_tourism_levy In Zoho UI, the field is there and I can see it on the
Use Secure Public Links for Sharing Transactions
Public links are the quickest way to send invoices or quotes to your customers. You can drop the link in an email, SMS, or WhatsApp message. But, links can be forwarded, and once they leave your customer's inbox, you can no longer control who sees your
Process large CSV file | forach limit
Hello there, given is a CSV file that usually has between 500 and 1000 rows and consists of 31 columns. I would like to change the file uploaded by a user, a certain value must always be set in one column and only under certain circumstances in another
Email Routing: Manage how emails are delivered across your organization
Organizations often operate across multiple mail systems, whether during a phased migration from a legacy server, while maintaining backup servers, or when integrating with third-party archival solutions. In these scenarios, standard email delivery may
ZOHO FSM - Dispatch Console Drive time
Is there a way to view drive time on a tech or estimate drive time from location to location? I need to see this on the Dispatch Console
Use Secure Public Links for Sharing Transactions
Public links are the quickest way to send invoices or quotes to your customers. You can drop the link in an email, SMS, or WhatsApp message. But, links can be forwarded, and once they leave your customer's inbox, you can no longer control who sees your
【参加無料】7月開催｜Discover Zoho（金沢 /札幌）・AI and DX Summit（大阪）のご案内
Zohoユーザーの皆さま 7月に開催予定のイベントを2つご紹介します。 どちらも参加無料で、Zohoをご利用中の方はもちろん、導入をご検討中の方もご参加いただけます。 ━━━━━━━━━━━━━━━━━━ 📍 Discover Zoho セミナー（金沢 / 札幌 / 福岡 / 仙台） ━━━━━━━━━━━━━━━━━━ Zohoの主要サービスをまとめてご紹介するセミナーです。 営業管理、人事、社内コミュニケーション、業務アプリ開発など、さまざまな業務課題に対して Zohoがどのように活用できるのかを、実際の業務シーンを交えながらご紹介します。
Function #62: Display associated Quote on Invoice details screen
Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you to
Ability to select the attachment of a record when sending an email from FSM
Hello FSM Team, FSM allows us to add attachments to any record (Estimate, Work Order, etc.). However, when we're sending an email from FSM, it is currently not possible to choose from the attachment in FSM to add to the email. When sending an estimate,
Temporary Telegram Messaging Restriction in India
The Government of India has temporarily restricted access to Telegram in India. This action has been communicated by the National Testing Agency (NTA) through an official public notice. Read the full notice here. Impact As a result, Telegram messaging
Use Secure Public Links for Sharing Transactions
Public links are the quickest way to send invoices or quotes to your customers. You can drop the link in an email, SMS, or WhatsApp message. But, links can be forwarded, and once they leave your customer's inbox, you can no longer control who sees your
【開催報告】大阪 Zoho ユーザー交流会 NEXUS 2026/6/4（木）ZendeskからZoho Deskへ移行しコスト削減
ユーザーの皆さま、こんにちは。コミュニティGの中野です。 6月4日（木）に、大阪 Zoho ユーザー交流会を開催しました。 本投稿では、その様子をお届けします。 当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもぜひご参照ください。 今回の大阪 ユーザー交流会では、ビープラスシステムズ株式会社 石井さんによるユーザー活用事例セッションのほか、 「Zohoで"これだけは外せない"ルーティーン」をテーマにしたグループワークを実施しました。 登壇いただいた石井さん、そしてご参加いただいたZohoユーザーの皆さま、ありがとうございました！
When will Zoho Books offer native NFS-e issuing, now with Brazil's National Standard?
Hello Zoho Team and Community, I'd like to follow up on my previous suggestion regarding the critical need for Zoho Books to natively issue Brazilian Service Invoices (NFS-e). My original idea was that this could be achieved by extending the same integration
Uploaded Documents are Distorted
I needed to combine 2 documents into 1 PDF. When I uploaded a document that was a scanned copy of a physical document into the Zoho PDF Editor, it is all distorted/image quality is all whited out even though the file I uploaded was perfectly clear.
Editting PDF in Zoho online editor doesnt work
I just tried editting a simple 3 page PDF but it opens up blank. I dont see any errors or feedback if something went wrong
Small one person business needs everything in one place
I just purchased a business and have a couple of your services. I would like to get everything in one place. I am a state trainer. I would like to get my invoices, payments, online classes, calendar for scheduling, maintenance, etc. in one place. can
Re-Apply SLA When Ticket Reopened from Closed Status?
If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers
Conditional Drop Downs
Am I the only one that has a problem when setting up the same project for multiple customers - resulting in a HUGE number of projects (e.g. Project A - customer 1, Project A - customer 2, Project A - customer 3 etc.). OR, am I doing it wrong? What results
FINALLY! 100% Responsive iFrame for HTML Page Snippet
For the past two years or so I have been battling with Page Snippets' responsiveness (HTML, Embed, and ZML). Furthermore, if you use the native embedded reports, especially more than one report on a page, you have to set a static height because they're
Import and Export of website.
Hi, i have raised this ticket regarding challenges i am facing while importing a website on zoho sites. I have created my website on Squarespace and now i want to move it to zoho sites so i want to know what i am supposed to do whats the correct step
Deleted User Emails
I need to delete a user as I need to re-use their license, but I'd like to keep all their emails that are attached to various contacts in the CRM. Their emails are hosted externally on an M365 license. Anyone any idea how best to engineer this? TIA
#14 Get Paid Without Spending Time on Manual Follow-ups
It's the end of the month. Payroll is due next week. A software subscription is about to renew. A vendor payment is waiting for approval. On paper, the business is doing great. Projects are getting completed. Customers are happy. Invoices have already
Function #11: Apply unused credits automatically to invoices
Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.
Add spaces to input format
In Zoho Inovices, I am trying to do a custom input format for a custom field. I have tried a few variations, but this is my most recent: ^[a-z][A-Z][0-9][,][-][_][:][ ]$ In this field, I will be entering different alphanumeric information, depending on
Quebec Canada Tax GST and QST
Hello Expert, Whenever we I create invoice for Quebec, Canada, it calculating wrong tax amount, can you please validate Attached the screenshot, which is calculating wrong tax amount on QST
Adding Taxes to paid consultations in Zoho Bookings
I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,
What's New in Zoho Forms
Hey there, We've been heads-down shipping this quarter. Because every update we ship is about making your forms do more, with less effort from you. This quarter too, we expanded what Zoho Forms can do. Here's everything that shipped. Spotlight Forms Some
Zoho Creator and Bluetooth Beacons?
Hi all, Has anyone developed anything in Zoho Creator that leverages Bluetooth? Specifically to detect bluetooth beacons (iBeacon, Eddystone, etc.)? Thank you, Josh
Bullet Charts Stuck Loading Without Data
I have a dashboard with some widgets in bullet chart format, but some of them do not have data. Since there is no data, they keep loading indefinitely instead of displaying “No Data,” as happens with the percentage widget next to them. This issue prevents
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