Recent Topics
New features released: Data from Picture for Web, Pattern Fill, and Translation in Zoho Sheet!
Hello Sheet users, In 2024, the Zoho Sheet team focused on research and development to bring new features that add to functionalities like productivity, data management, collaboration, and more. This year, we're all set to roll them out incrementally
Automatically charge tax on shipping
When we do a quote we charge tax on the subtotal cost, but when I put in shipping I have to manually select a tax amount. How do I have it automatically apply tax to the shipping as well? I have provided a screenshot that shows I have to manually do this.
What's New in Zoho Books - July 2024
Hello users, We are back with a bunch of new features and enhancements this month to make your accounting experience seamless. Keep reading to learn more about them. Explore An Enhanced Reports Module We've streamlined the Reports page to increase efficiency
Client Script - getBlueprintTransitions returns array of empty objects
Just like the title says, when I'm getting the Blueprint transitions via client script, the function returns an array of empty objects. It does correctly get the number of blueprint transitions on the page, however all the objects are completely empty.
merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory
HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .
ZOHO Blueprint and Workflow
Hi, Correct me if i'm wrong, Blueprint triggers when a record that meets the criteria is created. It follows a specific transition that you will be setting up. Does blueprint work if the first state was triggered by a workflow? For example, In my custom module 1, I have a field named status. The statuses are 1, 2, 3 and 4. As soon as I create a new record, a workflow triggers that updates the status field to 1. Can a blueprint start from 2? My other concern is, can blueprint transitions work at the
Help Updating form
I have a visitor management app, the visitor checks themself in at reception. Admin can see a report of all visitors onsite. When the visitor leaves, another form is used by the employee they are visiting to confirm they have left site. How can I make
How to find (total) profits per item in Zoho inventory or Zoho Books
Hi, I would like to find out how to generate a report that has Item/ Cost Price/Sales Price (total)/Profit (total)/Margin The current sales reports has the total qty sold and the sales price but does not show the profits. Can i check how to do it? Similar
How to create a not payed yet transaction for a vendor
I want to create a transaction for a vendor, similarly as I do it for customers, but I can't do it. Basically, I receive an invoice from a vendor, I want to register it as not paid, being able to mark them then as approved, and when the due date arrives,
Workdrive Data Template & Viewing Document
Hello! Dipping my toe in Data Templates so I can better "tag" client files and assign properties for workflow, file renaming, automated filing/forwarding, and searching. (and other) I have a couple of Data Templated created and see where I can assign
LinkedIn posting Admin
Zoho will not publish my posts to LinkedIn claiming I am not an admin on the page, but I am a super admin on the page. It makes no sense.
Uploaded Videos not processing
We are unable to attach videos. When the file is uploaded, it gets stuck at 100% and the ATTACH button is not clickable. My assistant in the Philippines experienced the same issue. I am in California.
Item Search
Hi there, any plans to enhance the item search function, to include searching also the item description, when doing estimates and invoices? Thanks!
[UI Update] Mandating New UI for all Zoho Analytics Users
Dear Users, We’re pleased to share that the new and improved Zoho Analytics 6.0 user interface has already been embraced by many users, delivering a faster, cleaner, and more efficient experience. For the Zoho Analytics users who are still using the old
Button Deluge not working
Please let me know if I need to post this somewhere else - this is my first time using the forums. I am attempting to build a button with a function that uses a multi-select lookup to build a list of interested buyers for properties based on the zip code
Automate PAYMENT RECEIVED email
In BOOKS - how do I make it automatically send a Payment Received, Thank you email to my Customer when I match a transaction to an Invoice (thereby making it PAID)? Thank you for your help.
maximum limitation of COQL API
from this documentation it said: You can retrieve a maximum of 1,00,000 records in multiple API calls per unique criteria. f you want to retrieve more than 1,00,000 records, use the Bulk Read API. my questions are 1. what is per unique criteria here?
File upload in Workdrive
I am trying to get all the files and folders from dropbox to Workdrive with same folder structure. Can someone help me with which actions should I choose?
I want to create an assessment with a value being greater than other value
I’m building an assessment form in Zoho Forms that includes multiple sections (or categories), each with 4 dropdown questions. Each answer is assigned a numerical value (from 1 to 5), and I use formula fields to calculate a total score per category. My
Post announcement / message on home or dashboard screen
I would like to post company announcements/messages on the Home Screen of our users. What is the best way to do this?
Can you sync CRM contacts to TeamInbox?
Can you sync CRM contacts to TeamInbox? Or at least upload them? From what I can see, you have to enter them manually one at a time.
Displaying Notes/Description Columns in "All Expense" showing Tabs
It's surprising to see there is no option to view description columns in tab showing all expenses. There are provisions for Reference# and Status, but why not the description/notes. Please Add. Thank You.
CRM is shut down.
Weekly Issue. Every button is shut down. Record cannot be saved. Stability is a joke.
Mail is sent twice!
Been using Zoho for a while now. Installed Zoho for someone else and some weird things are happening. Mails are being sent twice. He is using Thunderbird as an email client. I already read about email being duplicated in the sent folder. But in my case
Weekly Tips: Protect Confidential Information with PGP in Zoho Mail
We deal with confidential information almost every day, whether it is being sent out or received. Though emails sent using Zoho Mail are encrypted both during transit and at rest, attempts to access and steal your sensitive data are always a threat that
How to change back to the old version in zoho support
Please let me know how to change it back to the old version. The new version is too slow and hard to manipulate.
Cant set required field
When trying to set a field as "required" - it is coming up with an error which states it is not "read/write" and to change this to allow the area to be mandatory - however it IS read/write for ALL users and profiles? Please can someone advise?
Digest Maart 2025 - Een terugblik op de Zoho Community van Maart
Beste Zoho Benelux Community, Het eerste kwartaal is voorbij en we beginnen met frisse energie aan het tweede kwartaal van het jaar! De afgelopen maanden heeft Zoho niet stilgezeten en we hebben een aantal spannende updates, nieuwe productlanceringen
Dashboard tabs - last month relative
Hello, On my dashboard, it has "last month relative" under some tabs such as deals created, for example, highlighting if it has increased or decreased from last month. Is it possible to add this feature onto the other tabs? There are a handful which don't
Zoho Books: Please ensure that the "description" has less than 100 characters.
I have this code written to convert Quote into an invoice and keep getting an error even while saving the code. Error: Please ensure that the "description" has less than 100 characters. // Replace with your actual organization ID and connection name org_id
An edit in Sheets is not being updated in CRM
An edit in Sheets is not being updated in CRM. Does the Sheet need to be manually re-imported?
Tip of the week #50- Access Zoho WorkDrive from your inboxes !
Zoho WorkDrive is a secure online platform for teams to store, manage, and collaborate on content. Use the Zoho WorkDrive extension for Zoho TeamInbox to easily access and attach files from your shared mailbox. The files in Zoho WorkDrive can be accessed
Custom fields wont add options
I've got a custom field in my projects template. Im trying to add another option but it wont let me. Is there a limit to how many options can be added?
Zoho Books | Product Updates | March 2025
Hello users, We have rolled out new updates in Zoho Books to enhance your accounting experience. These include the ability to create workflow rules for manual journals and Multi-Factor Authentication (MFA) for customer and vendor portals. Explore these
Sorting task lists name
Could you please make the the task lists' name in move task function be alphabetically sorted? Thanks, -Jale
invite Guest has disappeared
hi It was there yesterday. I can not see a reason. Not other other than below.
Splitting Transactions in Zoho Books
I have read in past forum posts that the ability to split bank transactions would likely be implemented - it's definitely a typical accounting program feature. I'm new to Zoho and thought I'd found nirvana until I realized this feature doesn't seem to
Recording overpayment?
So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?
Customer Statement Template
Hi. how can i add order number "customer LPO number" in the customer statement. regards
How to shuffle the questions or Random sample a few questions from a question base?
I have a large number of questions (> 100), so I want each respondent to do just 5 or 6 of them, but I must need shuffling questions or random sampling from questions. Do Zoho form have this feature?
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