Leave balances reverted after customizing
Hi, We are migrating to Zoho People and I customized leave balances for like 10 employees and it was fine for like a week. I’m not sure if it was the issue but after bulk importing some other users, my leave balances that I customized for the 10 employees
Merge Subforms data into repeated text a set number of times
Hi I am using Forms to input data and then merge data from a subform into what I would like to be dynamically repeating blocks of text into Zoho Writer (and will also add to the CRM). The block of text to be dynamically repeated has several instances
Dominios Usuarios Cuenta correo
Tengo un plan LITE con un usuario (donde el gratis admite5). Agregué otro dominio. Compré 2 usuarios más. En el dominio 2 como agrego una cuanta de correo. Gracias, Julio
AP & AR
Its very difficult to adjust the debtors and creditors account for any adjustment, because it will set only by cash and bank, my question is if client done any payment behalf of our company, after that we are paying to him. then how we will book the purchase
Dynamic Data Retrieval in Zoho Flow Decision Blocks
Dear Zoho Flow Support Team, We are writing to request an enhancement to the decision block functionality within Zoho Flow. Currently, when building decision blocks that rely on dynamic data, such as user department or other attributes, users are required
Zoho Books UAE - how and what will be the entry in Zoho books for each line items.
Zoho Books UAE Please let us know how and what will be the entry in Zoho books for each line items. Director is investing - equity in company. Director Giving Loan to Company. Director Getting salary every month being a employee. Director has expenses
Kanban View not showing Subtasks or support any views
Do Subtasks not populate in the My Tasks -> Kanban or in the projects -> Kanban? Are there no views outside of the Priority and Percentage in the My Tasks -> Kanban? Thanks,
Custom Field drop down lists
Is there a way to create a custom field with a drop down list that can be added to by the user? In other words, I don't want just a static drop down list, but one that can be added to as the need arises. Thanks
Integrated IM Functionality in Zoho Desk ticket (same way salesIQ is integrated)
Dear Zoho Desk Support Team, We are writing to request an enhancement to the instant messaging (IM) functionality within Zoho Desk. Currently, the IM feature exists as a separate tab, which can disrupt the workflow and hinder efficient ticket management.
create a daily workflow that updates a custom date field to today's date
Is there any way to create a daily workflow that changes a date field in all invoices that have not been sent nor marked as void? We have an "invoice sent date" field that would help our users if it kept up to date.
Transfer Zobot to another Zobot
I have a situation winch i have two bots configured, have a Action using deluge or other options to i transfer the bot to another? they will trigger another zobot. The Customer will select a specific option and will then be redirected to the start of
Associating rejected candidates to jobs from
Hi, When going to a job opening page, then clicking on the "+" button on "Applications", I'm unable to associate candidates with the status "Rejected". While I do have many rejected candidates in Recruit, it doesn't allow me to see them when trying to
Batch Processing of Records in Zoho CRM Using Deluge
Hello everyone, I recently faced a challenge with bulk record creation in Zoho CRM, particularly when dealing with large numbers of records. Processing a significant volume of data all at once can lead to performance issues or even errors. To overcome
OAuth Scope for fetching data from Custom Related List
Hi. I'm trying to fetch record related data from custom related list (a function) using Zoho API as described here https://www.zoho.com/crm/developer/docs/api/v7/get-related-records.html My request: GET /crm/v6/Campaigns/my_campaign_id/Members Members
Overdue items occasionally show under "No Due Date"
This is a sporadic issue I've been facing, I value the countdown mode to keep on top of my tickets based on the due date. However, every now and then I will find that overdue tickets will shift to the "No Due Date" field instead of "Overdue". As you can
forms.zohopublic.com’s server IP address could not be found.
In the past week, two unrelated prospective customers have had issues completing a Zoho form I created. They get the error message "forms.zohopublic.com’s server IP address could not be found." They have both tried on different browsers, on Macs and PCs, at home and at work (e.g., on different networks). Thankfully they are committed to completing the application, but who knows how many prospective customers I am losing as a result of Zoho forms. Has anyone else experienced this? Zoho support suggests
Kaizen #150 : Track and Monitor Activities in Zoho CRM using the Export Audit Log API
Hello all! Welcome back to another post in our Kaizen series. This post details how to back up and track history of actions, such as those performed on a module (example: Leads), track actions performed by specific CRM users, and filter entries within
Send & Pending
I know that there is already: Send Send & Close But there is no: Send & Pending Send & On-Hold. I understand that you can create a workflow, but the problem is the status depends on the ticket. For example in some cases, I want to send the reply and close
More Default Send Behaviors for Tickets
Desk Team, After trying to configure my default send behavior. I noticed that only 2 options were available and I am disappointed that I cannot add more. I'd like a send behavior so that when I click send it sets the ticket status to pending so the ticket
Zoho CRM's V7 APIs are here!
Hello Everyone! We hope you are having a fantastic time and are ready for some exciting news! We are thrilled to announce the release of Zoho CRM’s V7 APIs, packed with powerful new features designed to elevate your CRM experience. Here’s what’s new in
Send and Close by default
We always close tickets when replying to customers. However, the "Send and close" is the second option and only available via the send button dropdown. This is a disaster from a design point of view, because the dropdown arrow is close to the cancel button
Function #59: Copy text from customer-level custom field to Terms & Conditions in quotes
Hello everyone, greetings of the day! Today's focus is on addressing scenarios where each customer requires unique terms and conditions. For example, when dealing with international customers, it may be necessary to present the terms and conditions in
Zoho Meeting secretly filming and recording me
Hello everyone. Am I the only one to experience Zoho Meeting filming (and recording) me - secretly - the day after a planned meeting? It happened to me twice now. The first time Zoho gave me (sort of) an explanation - which I chose to believe. But that
Deprecation of Google Drive and Google Sheets connections in Zoho Finance Applications
Dear customers, We want to inform you about important updates to the Google Drive and Google Sheets connections in the Zoho Finance apps. Google has notified us about sensitive scopes within these two connections. As a precautionary measure, we have decided
i have tried three new phone numbers i have but it is giving me this erro on each phone
Hey ZohoTeam i am trying to create my account and verify that account using phone number what could be the solution for this i have tried three new numbers.
Two-Way Sync Between Zoho One Departments and Zoho Cliq Channels
Dear Zoho Cliq Support Team, As for now there is only kind of a one-way sync between zpho one departments and teams to zoho cliq (removing users from channels when they leave a team) - So I'd like to propose a feature request that would significantly
Automated bill discounts
Although discounts are available on bills, it can be a bit of a chore filling this in on every bill. For those that use this feature a lot, a custom function to automate it is attached below .... ⦁ A custom field is required in contacts for the discount amount, as a percentage. ⦁ Enter the name you choose for this custom field here in the code below. ⦁ You also need to get or set up a discount account if chart of accounts & get the id for it. ⦁ Enter this id here in the code below. ⦁ Enter your organization
Multiple Barcode / QR Code Scanning
Hi Creators, Barcode / QR Code scanning is really nice feature. However, the ability to scan multiple barcodes/qr codes and enter it in a multi line field will improve the speed and efficiency. Regards, Sushanth
Public Release: Implement JWT Authentication Mechanism for Help Center
Hello everyone! We are excited to announce that the JWT Authentication Mechanism for the Help Center has been rolled out for public release. This feature was initially made available on a request basis and is now accessible to all. We hope that it will
How to add a custom field to specific section via restfull API
Hello there, I wonder if there is a way to add a custom field to specific section, e.g. Add to calls module's Outcome Of Outgoing Call section, is there a property like "section_id" or others? Thanks
What is to be done when a lead goes cold?
If a lead does not convert into a deal for a long time, and there is no chance of that as well, what should ideally be done? There is no option that I know of to close or dump a lead. Only option is to convert to a deal and/ or account. If we delete the
Different languages for clients using the CRM client portal
Hi all, I have a question about the CRM portal. Half my contacts speak English and the other half prefer Dutch. I have this preference logged in their account and I would like to present them a portal view depending on their language preference or at
Option to make Tags as mandatory for Purchases & Sales
Option to make Tags as mandatory for Purchases & Sales
where is refresh mail button
I am new to Zoho and have just set up a new biz account. In webmail, where would I go to refresh my inbox? I do not see a refresh button in Firefox or IE. Thanks!
How to programmatically set a reminder schedule for a Task on the date specified in "Due_Date" field?
I want to programmatically set up the reminder schedule for a Task that sends out an email reminder on the date specified in the "Due_Date" field. I've looked at the Zoho CRM Insert Record API and it looks like the TRIGGER key for "Remind_At" field requires
Using Address Other Than Default When Creating Estimate Through API
Hello, I am making a Creator app that passes information into Books and creates an estimate. Everything is working except this one thing: No matter what value I pass for my shipping address, the organization's default shipping address is placed on the
Banking feed delay
There is a long delay between money coming into my bank and the time it takes ZoHo to fetch that feed. Support informed me that there is a 3 day delay to prevent duplication (although it seems to take longer). This delay is infuriating for me. often we are waiting 3-5 days for a bank transfer then a further 3 days just to match the payment to an invoice. So we are often matching payment a working week late. I have found myself reverting to manual methods as ZoHo is painfully slow at tracking this.
Zoho Books partners with ICICI Bank
Hello everyone! Hope you’re doing great! We have a major update for you. We’ve partnered with ICICI Bank (one of the largest banks in India) to bring accounting and banking together on one platform and introduce the first of its kind integration: Contextual Banking. It is the ability to perform bank-related transactions contextually within the accounting software. Once you set up this integration in Zoho Books, it will help you: Get paid faster by giving your customers multiple payment options
How to use Leads module for target companies when no contact is known
One of our priorities for our CRM is to use it as a prospecting list for the companies we want to sell to. We know what the big buyers of our product are out there, and who would be dream accounts. At this stage of the process, we have no contact in these
Previous Prices to show up while creating an invoice
Let me start with an example: Let's say, we have an item "A" invoiced to a customer "X", at the system price "P". Next time, the same customer bought the item "A" again from us at a reduced price "R". The third time this customer buys the same item, the
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