Announcing Zoho Analytics 6.0 - An AI Powered Self-Service BI & Analytics Platform!

Announcing Zoho Analytics 6.0 - An AI Powered Self-Service BI & Analytics Platform!

At Zoho Analytics, our mission is to democratize analytics for everyone. We recognize that team members across an organization rely on data to make both simple and complex decisions every day. These tasks shouldn’t require ongoing support from IT and data teams, even for basic visualizations.

That’s why we’re excited to announce the launch of Zoho Analytics 6.0! This powerful new version brings together business users, data analysts, data engineers, and data scientists on a single platform, making data-driven decision-making easier and more accessible for all. Welcome to a new era of analytics!

Data Connectors and Data Management

New Connectors

We are enhancing our existing portfolio of over 500+ advanced analytics connectors by adding more than 25 connectors to this list. These additions cater to big data platforms and business applications, including Yellowbrick, ClickHouse, Dremio, Oracle Netsuite, Databricks, Monday.com, Airtable, Qualtrics, ClickUp, and several others.


Effectively analyze your data from different business applications by using our pre-built reports and dashboards. Additional features in Zoho Analytics like Sync history, Audit History, and Undo Import allow you to manage all data sources, including the connectors.

Sync History

Get a detailed overview of data synchronization activities using Sync history in Zoho Analytics. It helps administrators monitor the status of each sync easily, as successful syncs are highlighted in green, while failed syncs appear in red, along with reasons for the failure and required actions.
Click here to learn more.

Audit History

Keep a full track of user and system activities using Audit History in Zoho Analytics. it helps you ensure security and resolve issues easily, using the timestamps and details of the administrator responsible for each action.
Click here to learn more.

Undo Import Enterprise Plan

Automated imports can sometimes have errors and inconsistencies in data, and this can affect the data quality and the results. The import rollback capability reverts the current data import version to its previous version without affecting the existing data flow and analysis, ensuring data integrity.
Click here to learn more.

Data Pipelines Premium Plan

Set up and create data pipelines to setup powerful transformations on your datasets.  You can create  data pipelines with the no-code visual pipeline builder and perform various transforms on your data like join, append, pivot, and unpivot. 
Click here to learn more.



With Zoho DataPrep license you can also setup end to end ETL (extract, transform and load) pipeline to move data from a variety of applications to Zoho Analytics or other sources.

Multiple Schedule Intervals for Tables

Syncing multiple tables at the same interval, just because they share a source, isn't always optimal. That's why we've introduced flexible scheduling options per connection. Now, each table can have its own unique sync interval, allowing you to better meet its specific requirements.
Click here to learn more.


Stream Data Processing Premium Plan

Now you can use Stream Analytics to analyze the data from live streams. The data can be streamed into Zoho Analytics using API and Google Pub-Sub Push Subscription and can be visualized using Zoho Analytics to get real-time insights.


Data Bucketing

Data bucketing in Zoho Analytics allows you to transform your data into categorical bins, reducing distinct values and simplifying analysis. This feature, now built-in, replaces the need for complex formulas.
Click here to learn more.

Dynamic Image / URL

You can now dynamically associate a URL column with a text column in Zoho Analytics. On associating URL as a link or image, the text column will be either hyperlinked or an image will be displayed alongside the text.
Click here to learn more.

Unified Metrics

Unified Metrics in Zoho Analytics consolidates and standardizes all the metrics (aggregates) from different data sources/tables in a workspace. Now you can promote consistency and avoid duplication of metrics across the tables with ease.
Click here to learn more.

Real-time data sync for Zoho CRM Enterprise Plan

You can now analyze up-to-the-minute CRM data in Zoho Analytics. Zoho CRM users can use the Advanced Analytic connector for Zoho CRM to analyze and visually present real-time data effortlessly.

Dataiku Plug-in

You can now analyze and visualize data in Dataiku ML models using the Zoho Analytics Plugin in Dataiku. Zoho Analytics plugin is now available in Dataiku Plugins page.

Enhancement in Live Connect

Zoho Analytics now allows data sources with Live Connect to be added to workspaces alongside other data sources. Previously, Live Connect sources could not be combined with other data sources in the same workspace.
Click here to learn more.

Visual Analytics

Chart Enhancements

New Chart Types

Zoho Analytics supports 7 new chart types (on top of 50+ existing ones) with extensive customization options to enhance the presentation and interpretation of the data.

  • Sankey charts Sankey charts are ideal for visualizing data flow between nodes and tracking event movement through connected lines. In Zoho Analytics, you can customize node and link colors, adjusting them individually or globally, and set link colors based on source or target nodes. You can choose a basic Sankey chart for simple flows or an Alluvial Chart for complex, multi-stage flows.
  • Racing charts are animated views that are best suited for visualizing the changes in the data over a period of time where the relative ranking of categories is important. They highlight and help comprehend the fluctuations and progression in the data. These types of charts grab the user's attention instantly, providing an immersive experience and helping craft a compelling story about the data.
  • Spark lines are compact charts that show the trends and variations in the data without taking up much space. They are widely used alongside pivot tables and help grasp trends and allow quick comparison of metrics across different fields. Zoho Analytics supports three variations that includes line chart, area chart, and bar chart.
  • Geo Map Layering, add multiple data layers to the geo map to visualize various dimensions of information. This feature includes interactive options for enhanced data exploration.
  • Sunburst charts represent hierarchical data through a series of rings, or concentric circles. Each ring corresponds to a level in the hierarchy. The central or innermost circle represents the root node, or the top-level category. Moving outwards, each subsequent ring represents a subcategory, where the outermost ring is the leaf node. The size of each arc in the ring is proportional to the value of the data.
  • Conversion bar charts show the connected stages of a process and the gradual decrease in data as it moves through different stages of the process. Each stage is represented by a bar, with a step or stair case pattern indicating the shift in values (along with conversion percentage) at each stage.
  • Tree Map is a visualization composed of differently-sized rectangles that represent your data values. This is beneficial when you want to depict the part to whole relationship among various categories.

Interactive Chart Customizations

Experience real-time updates as you customize your chart with the new Chart Settings interface, now available on the right side pane. It provides enhanced customization options with live visual feedback.
Click here to learn more.

Chart Creation as API

Chart creation APIs in Zoho Analytics allow you to programmatically generate various types of charts by customizing data inputs, applying filters, and configuring chart properties. These APIs offer flexibility to create dynamic visual reports directly through code.

Pivot enhancements

Conditional Formatting over other columns in Pivot

This enhancement empowers you to create more dynamic and insightful Pivot Tables by allowing you to apply conditional formatting rules over any column based on the values of another column.
Click here to learn more.

New Conditional Formatting: Color & Icon Bands

Zoho Analytics introduces enhanced Conditional Formatting with Color and Icon Bands in Pivot Tables. This update brings a new level of visual customization, allowing you to highlight critical data points and enhance data comprehension directly within your Pivot Tables.
Click here to learn more.

Data Bars & Waterfall Charts in Pivot

Introducing Data Bars and Waterfall (Bar Range) Charts in pivot tables to analyze complex data sets and highlight key insights directly within your pivot tables. Upgrade your data visualization game with Data Bars and Waterfall Charts in Zoho Analytics. Start transforming your Pivot Tables into powerful storytelling tools today!

Dashboard Enhancements

Add Elements in Dashboard

The Dashboard Designer interface now includes an "Add Elements" section for easily incorporating widgets, text, images, and embedded URLs into your dashboard. Simply drag and drop these elements to add them. The Text element offers enhanced formatting options, while the Image element features a built-in editor for direct image customization.

Enhanced Themes and Background in Dashboard

Want to create stunning dashboards with reports over transparent cards and image as background? Try our new themes and background card effect feature. With wide customization options to improve the visual aesthetics, this helps enhance the clarity of the reports and widgets.

Changing date functions based on Time Slicer

Enhance user interaction on your dashboard by dynamically adjusting the date functions of reports based on the applied Time Slicer. The selected date function and interval in the Time Slicer will automatically update the date functions across all reports within the dashboard.

Customizing the width of Dashboard Designer Area

You can now customize the width of the Dashboard layout to suit your specific design needs.  By setting the desired width, you can also design dashboards that could fit in applications where you are embedding them, ensuring a visually appealing layout.

Widget Enhancements

  • Image support in widgets: Enhance your dashboard’s visual appeal and user engagement by adding custom icons to KPI widgets to convey information at a glance, without lengthy descriptions. You can use the in-built image customization options like changing color, cropping, etc., to cater your needs.
  • Widgets with forecast: Based on your current data trend, get a better understanding of how close you are to your goals by adding forecast value to your widgets.

Export as PPT

You can now export a dashboard as a Microsoft PowerPoint file. The snapshot of each view in the dashboard will be exported as an individual slide.

Copy and Paste Reports in Dashboard

Now you can easily copy and paste the reports in your dashboard from one tab to another.

Interactive Customizations

Global User Filters

Expand the functionality of Global User Filters in your dashboard for deeper analysis with our latest enhancement. You can either select common filters across tabs as global filters or apply the same filter to all tabs when they share the same base data.
Click here to learn more.

Sharing User Filter Presets

You can now share saved user filter presets with other users. Dashboard users can utilize the shared presets or create their own custom presets.

Drill Through

Navigate and view the reports related to the specific data points using the drill through function. You can easily link all the related reports specific to a metric or dimension.
Click here to learn more.

Generative AI Infused Analytics

Diagnostics Insights

Find out the reason 'Why' behind any insight with diagnostic insights. Analyze the key drivers with significant impact and take informed actions based on these insights.


Visual Zia Insights

Zia Insights now provides visual narratives! Visuals help process information far more efficiently than lengthy text descriptions. These visuals facilitate multi-dimensional interpretations like comparison, contribution, distribution, trends and proportions.
Click here to learn more.

Configurable Insights

Customize the insights generated by Ask Zia to focus on the columns of your choice. This feature provides configurable insights tailored to your selected data.


Complex Queries

Ask Zia in conversation mode can now provide you with results for complex mathematical queries to find correlation and trend strength in your data.
Click here to learn more.


Enhancements in OpenAI Integration

  • Increase the accuracy of your OpenAI results in Ask Zia by using your workspace metadata. This can be done by enabling the OpenAI RAG (Retrieval-Augmented Generation) feature in Organization Settings.
  • You can now use OpenAI in Ask Zia conversation mode to create formulas and make data preparation easier by helping you build complex queries. Type your needs in simple language and get answers instantly.
  • Workspace Admins can also use OpenAI integration in Ask Zia.

Ask Zia Bot in Microsoft Teams

Combine the generative AI capabilities of Zoho Analytics' Ask Zia with Microsoft Teams. Get answers to your data queries, access key business insights quickly, predict future trends, and build reports right from within Microsoft Teams with Ask Zia bot. 
Click here to learn more.

Auto Analyze 2.0

Zoho Analytics offers enhanced control over auto-generated reports and dashboards. You can choose from a list of generated reports and dashboards before adding them, and also select which columns should be auto-analyzed.
Click here to learn more.

Zia Suggestions

Introducing the new Zia Suggestions, where you can receive smart chart recommendations during the creation process. Zia provides tailored chart options based on your data, allowing you to preview and apply them with a single click.
Click here to learn more.

Predictive AI

Anomaly Detection

Anomaly detection allows you to easily identify outliers in your data or metrics. You can now create charts that visually highlight these anomalies for quick attention and action. Zoho Analytics uses advanced machine learning algorithms and statistical models to detect outliers. You can also set data alerts based on anomalies to ensure timely identification of vital change in the key business metrics and potential issues.
Click here to learn more.

Influencing Factors in Forecasting (Multi-variate forecasting)

Try our new influencing factors option in forecasting,   that enables you to provide dependent factors for accurate prediction of outcomes. For example, when you forecast a sales metric it will just predict purely based on historical data, but you can get more accurate predictions in forecast by considering influencing (dependent)  factors like marketing spending, sign ups, etc.,
Click here to learn more.

Cluster Analysis Premium Plan

Visualize data grouped as clusters using a variety of ML models (k-mean, k-mode, and k-prototype). Intuitively segment and analyze data groups, for common patterns and affinity.
Click here to learn more.

Data Science & Machine Learning Studio

Auto ML Enterprise Plan

Build custom machine learning models with No-code assistant. Easily train, test, compare, deploy and manage models. Perform feature engineering, parameter tuning and model analysis as you build models.
Click here to learn more.


Code Studio Enterprise Plan

Develop custom models and data transformations using Python code studio. Build them from scratch or import them from other sources. Integrated Python development environment with Zia code suggester for accelerated development.
Click here to learn more.

Platform Extensibility

Linked Workspaces

Linked Workspaces in Zoho Analytics establishes a connection between two distinct workspaces, allowing them to push views from one workspace to another. In this connection, one acts as a primary workspace and the other acts as a child workspace. The views from a primary workspace can be effortlessly pushed to multiple child workspaces with a single click or set to synchronize periodically for automatic updates.

Custom Connector Premium Plan

Build your own data connector for any application using a no-code connector builder. Publish and sell your custom connectors on Zoho Marketplace, if required.

Zoho Flow in Alerts Premium Plan

You can now use Zoho Flow to perform actions in other applications whenever an alert is triggered in Zoho Analytics using Zoho Flow. For example, a ticket can be created in Zendesk based on the alert triggered in Zoho Analytics.

Client SDK

New Javascript based Client SDK to extend & customize the user experience of reports within embedded applications.  You can control interactions like sort, export, user filters, change chart type and other actions with the JS API.

BI Fabric

Create unified BI portals by collating insights from other BI applications such as Tableau and Power BI along with Zoho Analytics. Setup fine-grained access control on the portal for secure access. Unified BI Fabric portal helps in easy access to insights from a centralized portal, breaking the boundaries across BI services. 
Click here to learn more.


Security Enhancements

Zoho Directory

Zoho Analytics integration with Zoho Directory allows administrators to setup single sign-on, Active Directory sync, handle user access management and more.
Click here to learn more.


Access Restriction

Zoho Analytics now offers enhanced security controls to setup fine-grained access restrictions at the workspace level. Apart from the organization level access restriction controls, this new update allows you to setup different restrictions for different workspaces.

IP Restriction

Configure workspace-level IP restrictions for enhanced security and prevent unauthorized access. Previously, IP restrictions were available only at the account level.
Click here to learn more.


Other Updates

UI Enhancements

New Intuitive and User-friendly Interface

Zoho Analytics' new user experience features glass-morphism, offering a modern, translucent design that improves visual clarity. This sleek update makes data visualization more intuitive and user-friendly. 

Right to Left User Interface

Zoho Analytics now supports a right to left user interface. This option is best suited for languages like Arabic and Hebrew that are read from right to left.

Puvi Font Support

Zoho Analytics now supports Zoho's own font, Puvi. You can try this new font from the Profile tab.

Unused Views in Workspace

Views and tables created in Zoho Analytics may sometimes go unused for extended periods due to reduced relevance. These inactive views and tables are now categorized under the "Unused Views" section at the workspace level, helping you decide whether to maintain or remove them.

Share to Slack

Improve collaboration and increase productivity by integrating Slack and Zoho Analytics.You can now easily share tables, reports, and dashboards to Slack users by this integration.
Click here to learn more.


    Access your files securely from anywhere

          Zoho Developer Community




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation
                                                • Sticky Posts

                                                • Announcing Zoho Analytics 6.0 Beta!

                                                  We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics team
                                                • What's New in Zoho Analytics - August 2024

                                                  Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the data
                                                • We are coming to your city! Zoho Analytics Community Meetup

                                                  Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing
                                                • Zoho Analytics: 2021 Look Back

                                                  As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021
                                                • [Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022

                                                  Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution.  Hear more from Claudio Cabeza, Director at PREMO


                                                Manage your brands on social media



                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • How to Add Break line / Return on button click

                                                                                                    I need to return the text concate with difference field from lead with line break i try "\r" ,"\n" "<br>" return "ali \r\n <br> baba"; None of above work.  i expected result something like this  ali baba but got this  ali \r\n <br> baba so, how can i
                                                                                                  • How to get batch number of item by api?

                                                                                                    Hi there, Is there any way to get batch number of item by api? Batch number is the batch reference number in https://www.zoho.com/inventory/help/advanced-inventory-tracking/batch-tracking.html . When I call the https://www.zoho.com/books/api/v3/#Items_Get_an_item
                                                                                                  • Announcing new features in Trident for Windows (v.1.18.6.0)

                                                                                                    Hello Community, Trident for Windows is here with some new features to elevate your workplace communication. Let's take a quick look at what's new. Ask and send read receipts for emails You can now request read receipts for specific emails while composing,
                                                                                                  • Dialing Microsoft Teams Phone Service via Zoho CRM

                                                                                                    I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone
                                                                                                  • Increase subscription prices for existing subscriptions

                                                                                                    Hi, Does anyone know how we could achieve the ability to increase the subscription fee for our existing customers based on a % increase. We are not yet using Zoho Billing (Subscriptions) and I'm not sure if it is a good fit for us. But we would need to
                                                                                                  • Why developing custom function development made so difficult for Zoho Projects!!

                                                                                                    Hi Zoho Team, I am trying to write function to automate a process but whatever API name or Column Name I use, the API isn't populating certain fields. Even the standard fields aren't getting populated through API. It's already exhausting to find all API
                                                                                                  • Data not visible in sheet cells

                                                                                                    I'm having an issue where my data is not visible in my sheet cells. If I click on an individual cell, the data does display above in the little "fx" box. But all the boxes in the sheet just look blank. My collaborators do not have this issue. I have checked
                                                                                                  • Function #20: Custom calculation in item table of invoices

                                                                                                    When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would
                                                                                                  • PO receive limitations

                                                                                                    It is VERY common to receive more or less that the PO quantity. It's totally ludicrous to limit the maximum receive to the PO quantity! What if the receive is 0.00001 less than the PO quantity - it leaves the PO as "Partially received" The current options are to edit the PO manually before finalizing the receive, an outrageous situation ! Please Zoho guys - this is an infuriating oversight & can be easily resolved by introducing the option as shown in the attached document ......
                                                                                                  • Why don't we have better integration with Mercado Pago or Pagseguro?

                                                                                                    Currently, the integration between Zoho Commerce and Mercado Pago for Brazil is very poor... Since it is old, it does not include the main payment method in Brazil today, which is PIX. Is there a date for this to finally be launched? There are numerous
                                                                                                  • Why is there no integration with native Brazilian shipping methods?

                                                                                                    Zoho Commerce is a powerful platform for e-commerce, but its lack of integration with native Brazilian shipping solutions is a significant limitation for users in Brazil. Integrating with popular shipping providers like Correios, Frenet, and Kangu would
                                                                                                  • Alert for Back Navigation in Zoho Creator Widgets on Mobile Apps

                                                                                                    In Zoho Creator widgets, when a user navigates back on mobile devices, the data within the widget is reset. This leads to a loss of any unsaved changes or inputs, causing frustration for users. To enhance user experience, we need to implement a confirmation
                                                                                                  • Mapping Zoho Projects into Cliq Channels

                                                                                                    why arent all the Zoho Projects listed from the drop down menu when trying to Map them into Zoho Cliq Channels. The system doesnt allow me to type the name of the project but gives a drop down of a list of projects however it doesnt give me a list of
                                                                                                  • Input GST Reversal for damaged goods

                                                                                                    In our line of business, some items are damaged and we are doing inventory adjustments to remove them from stock. However, as per GST guidelines, there is a specific rule that we have to reverse Input GST availed for such items and needs to be reported
                                                                                                  • Canadian Anti Spam Law

                                                                                                    In order to be able to comply with the new Canadian Anti Spam Law, I need to send out a Confirm Subscription email to all of our existing contacts. If I use the Subscribe tag, the user gets the following message: Registration Failed. Sorry! This contact is already present in the selected list. You can check this with your update profile link. If I include an 'Update Profile' link, it then sends an email which does not arrive immediately. Can you provide a tag or URL I can put in a Campaign Email
                                                                                                  • How to bulk update lookup fields

                                                                                                    "I have a primary key named Product SKU in one form called Master SKU (which contains details like price, color, size, etc.). I also have another form called FBA, which has the same primary key, Product SKU, and contains stock quantity information for
                                                                                                  • Change work hours per day for employees

                                                                                                    Hello, Is there a way to modify the work hours per day for employees in Zoho projects? This would be helpful for resource allocation to more accurately see when an employee who works 35 hours a week vs 40 hours has a full schedule. Thanks.
                                                                                                  • Record GST Paid for Imported Goods

                                                                                                    In Australia, goods that imported from overseas needs to pay GST per invocied value. In most case, the freight forwader (logistic agent) paid this on behalf of importer (us), and invoice us in together in their freight invocie.  How do we setup a proper
                                                                                                  • Unable to produce monthly P&L reports for previous years

                                                                                                    My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create
                                                                                                  • Bulk Editing Multiple Invoices with Overwriting at time of upload

                                                                                                    Hello, I would like to edit a few 100 invoices. Only the HSN needs to be updated. When I am trying to upload the excel sheet with the data updated, I get an error: The Invoices are skipped as they already exist. I know the invoices exist but I would only
                                                                                                  • Oauth Redirects me to sign in page

                                                                                                    I am developing a postman script for me to securely get my credentials via Zoho Vault. With that, I need to authorize my postman to be able to access Zoho Vault. I am currently on Step 1 in this Zoho Vault | API Reference which redirects me to this guide
                                                                                                  • Here's why you should refrain from using EasyShip

                                                                                                    This is a screen recording which shows EasyShip performance issues. Note well! While we do use the Zoho-to-Easyship integration, the problems are wholly on the EasyShip side. The actual integration of data to EasyShip, and status updates back to Inventory,
                                                                                                  • How can I create a billable expense.?

                                                                                                    Hi, I've a bill of an expenses related to printing and stationary account but it recorded in non-billable expense category. How can I record this expense in billable category. Below is the pathway I've used to record the expense. Purchases. Expenses Click
                                                                                                  • Introducing Sub-Accounts in Zoho Books!

                                                                                                    Hello Everyone, Sub-Accounts is LIVE! Yes, you read it right. The much needed and most requested feature is now live in Zoho Books. The sub-accounts feature in Zoho Books will help you to classify your accounts further which will give you a more detailed view of your accounts while running reports. You can create sub-accounts for the below Accounts: Asset Cost of Goods Sold Expense Liability Fixed Asset Other Asset Other Current Asset Long Term Liability Other Current Liability Other Liability Other
                                                                                                  • How can I insert and update field data of a sub-form without adding data into the main form’s mandatory fields.

                                                                                                    1. I have a main form that contains a sub-form. I need to update the data of the sub-form from a function, but I am unable to do so. How can I achieve this in Zoho Creator? 2. How can I insert data into a sub-form without inserting data into the mandatory
                                                                                                  • How to autorespond for inactive users?

                                                                                                    Hi, we have a few inactive users that we would like to set up an autorespond to the sender telling that the email addresses are no longer active. How can we do that?
                                                                                                  • Cannot view or interact with polls on IOS

                                                                                                    When testing with Android the user will receive a pop up message when a poll is started and be able to access polls via the more menu. This is not the case when using IOS phones, there seems to be no way to view or interact at all.
                                                                                                  • Calendar view not working in Zoho Projects

                                                                                                    Hello Zoho team! Since this morning, clicking on the "Calendar" link in the Projects Menu doesn't do anything. It seems to refresh the page, but it doesn't open the calendar view for tasks. It affects every user in my company. Closing and opening the
                                                                                                  • Multi Select Filter off comma separated values

                                                                                                    Hey friends! I have a query table for a couple of dashboards/ charts. In one of the dashboards, I'm trying to create a multi select filter for the service that is being sold. The way we look at services is by a CRM field titled, "Mail Lead Entities,"
                                                                                                  • Dashboard filter applied to all reports but not visible on report

                                                                                                    Hi, I have two reports which shows sales transactions data - one is graph and the other a pivot table. Both reports use the same base table. There are no filters on the reports so it shows all transactions for the last 6 months. I want to create a dashboard that includes the graph and the pivot table report. However, I want the dashboard to have a fixed date filter that only shows the last 30 days of data i.e. filtering the underlying graph and pivot table to show the last 30 days of order data.
                                                                                                  • Equipment Scheduling for Efficient Field Service Operations

                                                                                                    Zoho FSM helps you nail the critical aspect of field service management, i.e., scheduling the right technicians to the service appointments. Ensuring that technicians have access to the right tools and machinery for their job is also of paramount importance.
                                                                                                  • Problem with multiple pages record template

                                                                                                    Hi, I have a record template with multiple pages. When I print, it has gaps between pages. How can i fix it?
                                                                                                  • Field Update: can't find a custom multi-line text field in the options list

                                                                                                    I want to update a custom text field (large size multi-line: 32000 characters) that I have added in the Accounts module using this functionality https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/field-updates , but I
                                                                                                  • Zoho One Datensicherung möglich

                                                                                                    Gibt es eine Zoho One Datensicherung über alle Apps mit eindeutigen Datensatz-Id´s eines Kontaktes in allen Apps und mit allen Bildern (insbesondere Artikel-Bilder)? Wir haben festgestellt, dass die Zoho Books Datensicherung keine Bilder sichert. Und
                                                                                                  • Pop Up

                                                                                                    Hello, I want to automatically display the information of the attached data in the product module in the related list section of my data in the lead module when the current time matches the "Call Time" field of my data in the leads module. How can I achieve
                                                                                                  • New feature alert: Witness signing is now available in Zoho Sign

                                                                                                    Hello! Getting documents signed with confidence in Zoho Sign just got a major boost! We're delighted to introduce witness signing, where other individuals or entities can be designated as witnesses to observe the signing process and add their signatures
                                                                                                  • How to report and analyze a multi-select field entries distinctly ?

                                                                                                    As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entries
                                                                                                  • Get the capability to convert documents to different formats

                                                                                                    Hello users, In this article, we'll be exploring the Conversion API in Zoho Office Integrator to understand how it can be used to convert documents to different formats right from your web app. Before we get to the details of the Conversion API, here's
                                                                                                  • Issues with certain CRM, Desk & webhook blocks in Guided Conversations

                                                                                                    Good day I have been attempting to add a block on our guided conversations, which give our customers relavent information based on their queries. The issue is that when I attempt to use a block that fetches data I get the following error popup: Cannot
                                                                                                  • Use Zoho Creator as a source for merge templates in Zoho Writer

                                                                                                    Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from
                                                                                                  • Next Page