Recent Topics
Trying to integrate gmail but google keeps blocking Zoho access for integration??
hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this or
ZOHO Nightmare
I am writing as a long-time Zoho user who has faced significant challenges implementing your platform for my business. As a New York-based real estate broker, I have invested over $10,000 and nearly two years trying to integrate Zoho CRM with my WordPress
Approval system in Books/expenses
Hi In Books Is there a way to do the following: 1) Submitter to know the balance in Budget/cashflow before sending the amount for approval? 2) Approver to know the same as 1 above? In Expenses, is the above possible?
attaching pdf to a bill using REST api
I'm trying to attach a pdf to a bill using REST and curl. The problem is the example in that section in the API reference document does not show how to actually submit the file. It only shows the headers used. I've been trying many variations of this
How to Open .mbox file in Gmail with Attachments?
Gmail offer users to backup INBOX folder in .mbox file format via Google Takeout Feature. Howver there is no such option to Restore Gmail MBOX. Thus I would like to suggest you to choose an alternate approach i.e. MBOX to Gmail Wizard. This utility will open .mbox file in Gmail with attachments. Steps to open MBOX file in Gmail are; Run MBOX to Gmail Wizard Click Add File and add .mbox file. Enter your Gmail login credentials. Click Convert button. Finished! This is how you can open MBOX file in
How to create comparison time periods like these examples
In a Pivot Report I would like to be able to select any date range and show a set of metrics for that date range e.g. revenue, orders, units sold. I would then like to be able to compare to the previous period based on the amount of days on the selected
Custom fields for calls and an enhanced call creation form
Greetings, I hope you're all doing well. We're happy to announce a few recent enhancements we've made to Bigin's Calls module. We'll go over each one in detail. Enhanced call creation form in Bigin What is this enhancement about? This update includes
Customize user data collection with User Layouts
Users denote the people in your organization who work on agile projects using Zoho Sprints. You can add them to your workspace and associate them with required projects. Organizations have distinct requirements in collecting user data. Apart from the
Zoho Sites with GoDaddy DNS
We have a site hosted with www. in front that works perfectly well. The issue is with getting the TLD/naked DNS pointed to the www. while using GoDaddy dns. I have edited the DNS Forwarding entry in the domain so that the root example.com forwards to
Integration with Moodle
Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enroll
Possible for "Specify URL Criteria" in URL/Permalink settings to be assigned to a variable?
I want to embed a Zoho Analytics chart view as a Related List item in the Zoho CRM Accounts module, such that when one is viewing a CRM Accounts module record for an Account, the user will see the chart for that specific company. Is it possible to set
How to present an Analytic on a CRM dashboard and filter it on loginuser id
How to present an Analytic on a CRM dashboard and filter it on loginuser id? I want to display an Analytics pivot table (as a widget) on a CRM dashboard and have the pivot filtered on the loginuser. I want additional user-filters available, such as date,
Allow 2 logos for Branding, one for Light Mode and one for Dark Mode?
Our logo has a lot of black text on it. If we leave the background transparent, per recommendation of Zoho, when a user is viewing a file and turns on dark mode, our logo is not really visible and looks really weird. It would be really great if we could
Pre-fill TO and CC fields for Email Templates
This would be a game changer to be able to set either specific email addresses or merge fields based on deal role titles into email templates. Please pass this along to *hopefully* add to future features of Zoho CRM.
Payroll In Canada
Hi, When can we expect to have payroll in Canada with books
Why can't we associate a contact to mulitple accounts?
This simple feature has been for 14 years now... it's way past ridiculous. We don't want to add a multiple lookup field, we just want to add a second account to our contact. This way i'll go on Jonh Doe and see in the account field : Company 1 and Company
Easy way to delete attachments
I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will
Calendar Bookings in Recruit
Hi there, We have recently started using Zoho recruit and although it has some great functionality there are a few gaps that are causing real headaches. One of those being how interviews are scheduled. The majority of our hiring managers are field based
Multiple Vendor SKUs
One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for
How to Use Branch-Specific Templates for Invoices Created via Zoho Books invoice API?
I am using the Zoho Books Invoice API and I am sending the branch_id when creating an invoice. The invoice is being generated, but it is using the default template rather than the template that corresponds to the branch I specified. In Zoho Books, when
Automatic Department and Employee Sync Between Zoho One and Zoho People
Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.
Delete Unactive Users form Directory
Hi, how to delete all unactive users ?
Manual Journal entry problem
Hi, all my manual Journal entries are not reflected in my general ledger. i have check to see if the entry were done correctly and everything is fine. Please help me
Changing Related Modules in a Report
Once a report is created, is it possible to add Related Modules? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Is there a way to limit/turn off unlimited Version History?
We save CAD files in our Zoho WorkDrive and while the files aren't very big themselves, whenever someone hits the save button in the CAD program it uploads another version of the file to the WorkDrive. This means files that are only a few MBs in size can actually be taking up 10s of GB in our WorkDrive if someone is saving frequently. Is there a way to limit the number of versions WorkDrive stores to save WorkDrive space?
ZOHO One Webinar Functionality
I am currently trialling ZOHO Projects and have also been looking into over a dozen different Webinar solutions from various vendors. I understand that ZOHO Webinars is a stand alone tool. But that ZOHO Meetings also offers webinar functionality. The
Avoid None option in List Custom Fields
Does anybody know a way to avoid -- None -- option to be displayed in a List Custom Field? - With Mandatory option selected, you can prevent from saving if user select --None-- value. - With Default value selected, a different value than --None-- is
How do I modify the the incoming/current call popup? I can modify other call pages but not that one.
I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the main
JavaScript or iframe embed with transparent background
If I have a form with transparent Wallpaper, it appear great on my website by using my default background. However, using Zoho Forms SAVE button, the user is directed to Zoho Forms managed page and a blank background. Alternatively, I can include a Wallpaper
Emails and Kanban for Portals
There was talk portals would have emails and email templates, and kanban view. Is there any release date for this? Portals has been so good for offering a simple crm option. It just needs a couple of small things.
Custom sorting Axis in a Heatmap report
I have a heatmap and want to sort the order of the axis in a custom priority order - is this possible ? So I want the priority to be "New, Urgent, High, Medium, Low, Not Set, Unknown" Can I set this manually ?
ZOHO BackStage
How to get list of events, using ZOHO BackStage APIs. Is it possible OR not?
Which attribute in Zoho books invoice api represent branch attached to the invoice?
Hi Zoho Team, We have done the integration with Zoho Books API. While fetching data from Invoice API we want to get branch value attached to the invoice. We could not figure out which field in "Get an Invoice" api represents branch value attribute. Thanks
The 3.1 biggest problems with Kiosk right now
I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.
Zoho People down
Zoho People (EU) appears to be inaccessible this morning. Have gotten through log-in and MFA but have been on the "Please wait while we work our charm..." page for several minutes now. A colleague has tried to access it via the One dashboard and experienced
Zoho Analytics Pivot Table - How to compare month vs last year same month
Hi, I had created a pivot table with setup as below: Column: - Delivery Date Row: - Customer Group Data as column - Total amount (sum > normal) (show data of the month) - Total amount (sum > % difference from previous value) (compare between this month
Adding Bluesky channel
Hello, Is Bluesky (AT protocol) soon added on Social ? Bluesky is being developped and is now open to anyone (no more invitation) Thank you
No Zoho Support on the weekends or after hours?
Zoho Support is only available Monday - Friday during normal business hours. My business (as does many businesses) operates 7-days a week. Last Saturday, I had a client come in and in order for me to help her, I needed to log into CRM but to my surprise,
How do I overcome the 800 transaction rule limit?
I just received a message: "You have reached the maximum rule limit of 800." I searched the documentation, and I didn't find anything about the cap or limit. I asked the ZOHO Books team if there is a way to increase the limit. Their answer was: "Please
Search functionality in Vault is very poor
Hi Zoho Team Please... the search functionality is absolutely vital in Vault, particularly when it's being used by a team. It's just a fact of life that everybody has their own way of naming something, so using exact match on the Password name is horribly
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