Edit 'my' Notes only
The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same
Downgrade Free Trial
Hi, I would like to have my zoho desk downgraded to the free version before the trial ends as to better compare the feature set and options available between the two.
Inactive License for free account.
I recently upgraded my Cliq subscription not my team (on the free version), are unable to login to their accounts. The error message received is Inactive License Looks like you have not been covered under the current free plan of users. Please contact
Automotive Repair Service Application?
I am looking for someone to create an application to be integrated into Zoho that will allow appointment scheduling, selling products and services in packaged or individual format.
Cannot connect mail accounts to Thunderbird
Hi Support - I'm attempting to add my mail accounts to Thunderbird but I'm getting an unable to login to server error. I tried to use the password associated with my account I received the unable to login error. So I went into Zoho Accounts and generate
Undo Option for Send and Delete
Gmail has a nice subtle pop-up when you send or delete an e-mail that allows you the ability to Undo. This feature would tie in nicely with Zoho's Delayed Send feature. If a user has that feature enabled, a subtle pop-up which remains for 10-15 seconds would allow the user to pull the message back from being sent. For deletions, the message would allow users to easily bring the message back to its original location.
Customer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
📢 Coming Soon: Daily Rate Projects
Hello everyone, We're excited to announce a long-awaited, new billing type for projects: Daily Rate! Until now, projects supported Fixed Cost and Hourly Rate billing. With this update, you can now create projects billed on a daily rate, making it easier
#5 The Pay Now Button That Changes Everything
Collecting payments is all about convenience, right? Most customers don't intentionally delay payments. Often, invoices remain unpaid simply because the payment process feels inconvenient, unclear or time-consuming. When paying becomes quick and effortless,
Transfer Ownership of Documents
In an organization, a person moves from one team to another or decides to leave his / her current post. He may have files / folders that are important and confidential, and needs to be transferred to another member in the organization. Zoho Docs lets you Transfer Ownership of document / folder from one member to another in a few clicks. This action has to be performed by the administrator. Just follow these simple steps to transfer the ownership of your documents / folders: In the top right corner
What is the Potential field for in expense submissions?
I'm trying out Zoho Expense in Zoho Project so I can record project expenses which aren't time related. On the expense form there is an option called Potential but I don't understand what this is for. When I click the dropdown it just shows the name of
Zoho Payroll Canada does not work
We submitted payroll within the required timelines. The money was withdrawn from our account and our employees have not been paid. Impossible to get a hold of someone at Zoho. I can’t believe the company operates like this. What a bloody disgrace. Shame
NEED HELP
I have below data po no invoice no Party inv date value status 1 aa1 ABC 01-May-26 100 Under Cr 2 aa2 XYZ 02-May-26 200 Over Due 3 aa3 ABC 02-May-26 300 Under Cr 4 aa4 XYZ 03-May-26 400 Under Cr I need result as below using formulas (not Pivot table)
Show backordered items on packing slip
Is it possible to show a column on the Packing Slip that shows number of backordered items when a PO is only partially filled? I would also like to see the Backordered column appear on POs after you receive items if you didn't get ALL of the items or partial amounts of items. And lastly, it would be nice to have the option of turning on the Backordered column for invoices if you only invoice for a partial order. -Tom
MXGuardDog MX Record Based Spam Filtering
The way MXGuarddog works is you point your domain's MX records to MXGuarddog, it filters out all spam. Then, in mxguarddog you point your MX records to Zoho, and only legitimate email (in mxguarddog's eyes) is sent on to your zoho mailbox. HOWEVER, zoho is complaining non-stop (via notificaitons) that my domain's MX records do not point to Zoho. Is there a way Zoho can disable this check for my domain on their back end? Â Or a way to permanently suppress the MX notification in the admin console would
Marketing Tip #32: Improve SEO and customer confidence with an FAQ section
Before making a purchase, customers often have simple questions about delivery times, returns, product usage, or sizing. If they can’t quickly find answers, they may leave your store without buying. Adding a clear FAQ (Frequently Asked Questions) section
For a Bill, can "Pay via Check" - Can we also "Pay via Check" when documenting refund for payment?
We really like when we have a Bill in Zoho Books that we can record payment by selecting "Pay via Check" and that will cut the check for us from Zoho Books. However, when we have to write checks as a result of invoice overpayment, we can not select "Pay
Does the ability exist to make tax on the customer profile mandatory?
I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.
Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.
I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger
Why does only the first itemized description appear in reports?
I've noticed when I itemize an expense and there are several lines, only the first itemized line description appears in reporting. So for example, let's say I have a $525 expense that comes in on my bank account where I bought a $25 keyboard and a $500
Zoho Books Create Invoice API
I am creating zoho invoices via the API.  Now that zoho has released sub-accounts, i'd like to create invoices and link them to sub-accounts within "sales" account.  For example; my chart of accounts looks like this; Sales ->Website Sales   ->Campaign Sales ->Offline Sales However, when I try to pass these accounts to the API, I receive an error that only Bank accounts can be passed with the create invoice. Â
Kaizen #243: Export Timeline Data from Zoho CRM Deals
Hello everyone! Welcome to another week of Kaizen. When you are working with a CRM record, you need to know what changed, who changed it, and when. That is what the Timeline of a Record API in Zoho CRM achieves. The Timeline of a Record API provides a
AI-Powered Summaries for Records, Notes, and Emails
Recruiters spend a significant part of their day catching up on context. Reviewing candidate records before a call, scrolling through notes after an interview, or reading lengthy email threads to understand the latest update. As hiring volume grows, finding
Auto-sync field of lookup value
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
Can I Build a Gaming Website Using Zoho? Need a Quick Roadmap
Hi Dear Members, I want to create a gaming website using Zoho. Is it possible? My goal is to build a sleek, unique, easy-to-navigate, and fast-loading website for a gaming project. I want the site to look professional, user-friendly, and optimized for
Account Unblock Request
Dear Sir/Madam, I hope you are doing well. I noticed that my account has been blocked for violation of the usage policy which I believe comes from it being associated with sending spam. I have since then removed the old keys which were compromised in
Filter Pivot Chart by Criteria
Hey There Amazing Zoho Team, I wanted to see if there is a way to filter criteria a "Pivot Chart" report in the same way I can filter "List", "Calendar", & "Summary" reports. Example: I can filter a normal report like this: http://monosnap.com/image/y5q0XGzDSGZpsnOjuBYpdeUOFtSmFd I would like to do the same with a "Pivot Chart". What I've Tried: Filters and User filters are not what I am looking for. That just filters the data. I want to be able to filter criteria the data by connected forms. Like
Migrate from Zoho to Gsuite
Hello, I need to migrate our email account from Zoho to Gsuite. I followed the Data migration option of Gsuite and provided the following server details. Migration Server: Other Email Server Connection Protocol: IMAP Email Server: imap.zoho.eu:993 Account: csilla@acrosscontinents.net The connection is successful. However when i try to migrate emails it shows initializing for long time and eventually shows error (with error LEGACY_CONNECT). Could you please guide me what should i do or if I am missing
How to Rejoin Employee in Zoho People
How to Rejoin employee in zoho people
Native SMS and MMS Channel Support
89% of US consumers say they prefer to communicate with businesses via SMS / MMS (aka "texting"). (link) Unfortunately, Zoho Desk does not currently support the most popular channel for consumer communications in the United States. For those of us in
[Webinar] Solving business challenges: Standardizing document operations across your organization
Hi Writer users, Every organization struggles with document inconsistency due to issues like multiple templates, outdated content in client-facing docs, and the lack of a standard review process. Zoho Writer streamlines the entire lifecycle with capabilities
Zoho Desk Themes
Are there any zoho desk portal themes? This is something the likes of Zendesk and FreshDesk seem to offer. Thanks
Cannot create admin email address
Hello Zoho Community, I just signed up for Zoho Mail and successfully verified my domain (wisepsychiatry.net) via DNS authentication through Cloudflare. However, when I try to create my admin email address I keep getting this error: "This user is not
Has anyone integrated SMS well for Zoho Desk?
Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing
Where do I edit the "Welcome to [portal name]" message
I am looking for a way to edit the "Welcome to" part of the message that is seen on the landing page (ex: https://help.zoho.com/portal/en/home). When I use the French interface, it doesn't make sense... I want to change it from "Bienvenue chez" to" Bienvenue au". Thanks!
Tables for Europe Datacenter customers?
It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
List of All Contacts on "Do-Not-Mail List"
I have several contacts that are UNKNOWN among my thousands of email addresses who would like to be put back on the active mailing list. I require a list of ALL my contacts on "Do-Not-Mail List" - How to I receive this list? Note: "We're sorry, but this is not possible" is not an acceptable answer. I must receive this list form Zoho Campaigns or directly from someone within Zoho Technical Support. Thank you, Justin
Cliq Bots - Post message to a bot using the command line!
If you had read our post on how to post a message to a channel in a simple one-line command, then this sure is a piece of cake for you guys! For those of you, who are reading this for the first time, don't worry! Just read on. This post is all about how
Account blocked
Yesterday I got my Zeptomail account blocked due to too many hard bounces. My account is used exclusively for sending transactional emails (eg. your order has been shipped, a form has been filled, etc) and the sudden blocking impacted hundreds of websites
How to size a QR image in a report PDF?
I've created a report template for a client record which has a QR code field. I've tried inserting the field into a paragraph element and also as a field element that I have resized. The QR code is shown at the same, large size on the page either way.
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