Notifications on Tax Compliances Due Dates and latest developments
Hello Zoho, We can also have a notification delivered on various Tax Fillings due dates / extensions / latest changes / developments on areas such as Income Tax, GST, TDS, PF, ESIC, Professional Tax and so forth as per business type an needs. This is
Reporting Tags show by default
I'd love to see an option to have tag selection show by default as a table column on invoices and bill creation, rather than having to show additional information for each line item needing tags added to. The extra clicks to show the tag selection do
Can people share a webinar link after they register?
I need to know if a person can register and then send the link to others so they do not have to register? If they can, is there a way to prevent this so they can only login in the webinar once?
Zoho Checkout
Simplifying the online payment process is crucial for landing page success. There is also a growing demand amongst users to be provided with the next steps in the customer journey directly on the landing page. With the Zoho Checkout integration in our
Allow adding multiple accounts in the Zoho Mail desktop app
Allow adding multiple accounts in the Zoho Mail desktop app and easily able to switch between them from a left-sided sidebar (such as with keyboard shortcuts - Ctrl + 1, Ctrl + 2 and so on)
TDS Accrual
I have a question regarding the TDS, TDS need to be deducted at the time of payment. Say we enter all our payables end of the month and pay on 1st of 2nd of the month now the TDS accrual is posted on the date of entering the invoice. Why cant Zoho change
Wish Zoho would put some effort into Zoho Forms :(
Zoho forms could be SO helpful but I feel like its the neglected sibling in Zoho lol. 1) integration with zoho crm - can only link to one module -I really need it to make a contact and a deal 2) only one integration at a time? I want to send info to zoho
ZoHo Webinar
All the link crafted in the email invitation for a ZoHo Webinar look not clickables.
Wizards in CRM
When I try to create a wizard, I do't have the option to use it for any module. I am missing Invoice and Sales Orders (key parts where I need to be able to create Wizards). Am I doing something wrong?
Wizards | Search and conditional layouts bug's
Thank God For Every Second!! Hi, A Few Bugs I found in Wizards: 1. Layout rules do not apply to wizards so if you have a conditional mandatory field, it will not be mandatory when using the wizard. 2. The layout rules apply to the record after it is created
I can send the email but I can't receive the email.
Hi Team, I have successfully created Zoho Mail using my own URL crystgem.com from Namesilo. But when delete the record in Namesilo today, so I can send a mail, but I can't receive any mails. Although I have added MX, TXT in Namesilo. Please help me, Thank
Insert variable not showing on 'To' field
Hello, I want to create email triggers to be sent out to respondents of our survey as soon as they complete it. I also want a variety of email triggers to go out depending on the answers the respondents submit. We do not however have an 'Insert Variable'
How to set Automation for expired Estimate Reminder
Hi I see we can set automatic invoice overdue reminders but i am trying to set an automation to send an email reminder when a client has either not seen or not approved an Etimate.so far I have this but have no idea if it would work ? Any help would be
Update record from another form to subform Zoho Creator
Hi. - I have a form name maintain - And a subform (in another form: car_maintain) name car_maintain.set_up_maintain I want to update every new record in form maintain to subform car_maintain.set_up_maintain if maintain.car = car_maintain.car AND maintain.type
Filter Emails Based on CC'd emails
3 years ago, a user submitted a question about having a filter based on the BCC (here). I'd like to know if there is an update for the said feature. I'm trying to create a filter using the CC field or the other recipients of the email. Is this now possible?
Address Verification Settings
I think I have encountered a potential bug with the "Address Verification Settings". On my Zoho Billing organization, changing this setting only has an effect on the 'Default' Hosted Page Template. Any templates that I have created, the address fields
Confusing Ticket Views for End Users
The tickets' statuses don't necessarily equal the VIEW choices for the END USER in the self service portal. For example, what's ON HOLD for AGENTS is actually AWAITING INFO for the END USER. More specifically, when the AGENT needs more info from the END
Highlight Field in ticket information sidebar
Hi, we have a custom field, that get the data (support stop date) from the products. Now I want to validate this field and if the date is older than the current date this field should be highlighted. See the attached picture for clarification. Is this
Zoho Desk integration to Books, CRM, Inventory stopped working.
Wondering if it's just us. I don't believe any security permissions were changed in our tenant, however after nearly a year of using these integrations with desk it has stopped working stating "Insufficient Privileges to perform this operation. Contact
Error occurred while processing transaction at the gateway
I added my Paytm payment gateway to my account. However when a customer goes to make the payment they get an error 'We are unable to process the payment at the moment as "Error occurred while processing transaction at the gateway"' What is the solution
Can't add Numbers on Todos after update
Hello, After I updated the app, I can't add numbers, only texts, on a Todo List. How can I enable adding numbers on Todos? Thanks
Showing excluding and including tax amount per item when tax selected.
Hi! I'm struggling finding to see if the following is possible. Most SO or Invoices will have a billing/items structure like this in EU due to VAT: Item Name Quantity Price VAT % VAT € Amount Socks 1 100 € 24 24 € 124 € In Zoho the "Amount" will always
Call function in function
Hi , Can you I call function in other function ? if no, Can I create a bloc code deluge and call it in function ? How ? Thank you in Advance ,
Forcing a download & install each time
I'm new to using Zoho Meeting for remote support. I'm experimenting with it. However, each time I act as the host OR the client, the app wants me to download and install the program. Even though I've used the app multiple times. Why do I have to download and install each time? This is a hassle and will aggravate my clients. Is there a setting I need to check to prevent this?
Zoho meeting
Buen dia tengo una duda. Para crear reuniones zoho meeting solo acepta con correos que sean de zoho? o puedo invitar a correos externos como gmail, outlook, etc?
Display image on form
how to insert image on a form, the image field only allows for upload of images.
Convert String to Date
Hi There, I am trying to convert a string to a date with MM/dd/yyyy formatting but I cannot get it to work. The field Departure_Date_Website holds the value of: Sep 09, 2024 resp = zoho.crm.getRecordById("Leads", recordid); stringdate = resp.get("Departure_Date_Website");
Field Validation Total
In CRM we are trying to validate a field in that the other four fields should equal the total of the one field. For example the field Overall Project Value should equal the the total of BusinessUnit1, BusinessUnit2, BusinessUnit3, and BusinessUnit4. If
zoho chat box request pending and loading issue
in my website taking time to loading because of zoho js issue and request is pending i have attached screen shot please ccheck and let me know how can i do for this
Domain not resolved issue
I am having a problem with domain not resolved errors, can you please let me know how to resolve this issue? This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. 'keithperrin01@gmail.com' DOMAIN_NOT_RESOLVED 'sgalayda8@gmail.com' DOMAIN_NOT_RESOLVED 'hickes1965@yahoo.com' DOMAIN_NOT_RESOLVED 'dssteven@doverchem.com' DOMAIN_NOT_RESOLVED 'coachcarlquist@gmail.com' DOMAIN_NOT_RESOLVED
Scheduled Reports
Wondering if there are any plans to add scheduled reports to the roadmap? I'd find it useful to have a timesheet report emeailed to me once a month, It would save a job and some clicking.
Getting a join error on a query table that has always worked before
Hello, I am getting a join error "Sorry, query execution failed as the columns used in the JOIN conditions might contain too many duplicate values. Please ensure that at-least one of the column used in JOIN condition contains unique values." This is a
SLA configuration
Hi, I am currently configuring a SLA in our Zoho Desk instance and I can't find the setting, how to define a fixed resolve time. The use case is the following: If a ticket is created and the customer has no SLA set a resolve time 15 days after and the
Expected Shipment Date - Sales order
How to make the "Expected Shipment Date" in the sales order as field mandatory ?
What's New—November 2023
We spent November working on under-the-hood improvements and squashing a few bugs. The result? Backstage runs a lot more smoothly now. And in the midst of all this, we also rolled out an important feature. So in case you missed them, these are the latest
Build websites just the way you like with Zoho Sites
Zoho Sites is an "instant website builder" that uses an intuitive drag-and-drop tool to help you construct aesthetically attractive websites in minutes. You can even create a website for free and receive free hosting. The Zoho website builder has a determined
Extending Age in Days to all date and date-time fields!
When it comes to filtering records based on a date field or a date time field, you would usually count back the number of days and enter a specific date in the criteria. This could be quite tiring. But here’s some good news. “Age in Days” is an option that allows you to filter records based on the number of days rather than a specific date. This was available only for a record’s Created Time. It has now been extended to all date and date time fields. For example, you can now instruct Zoho CRM to
Michaung Cyclone Impact: Zoho Cliq BCP Update
Dear Zoho Cliq users, A severe cyclonic storm, "Michaung," has hit Chennai and northern parts of Tamil Nadu, bringing the heaviest rainfall in the last three decades. As a result, our BCP (Business Continuity Plan) has been implemented. Our support team
COQL Query, trying to add GROUP BY and SUM
hello I play with coql, works good this my code and the return json (excerpt) queryMap = Map(); queryMap.put("select_query","select el_quote_date, Grand_Total, Contact_Name, Created_By from Quotes where Created_Time between '" + before + "' and '" + cur
Limit in Notes Field in Zoho Recruit
Is there a character limit restriction for Notes in Zoho Recruit ?
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