Recent Topics
Issue with Zoho Projet
Zoho Project on all the cellphones of my customer is crashing. He has mixed brands (Samsung and Pixel). Everything is fine on website and mobile website. Could not reproduce the issue in workshop using Samsung/Pixel/iPhone Uninstallation of Zoho Project
API PARAMETER FOR TICKET CLOSED TIME
Hi, Is there a parameter for filtering tickets by closed time in zoho api, i can see closed time in the API response i get, but can't get tickets by that field while calling. Regards, Anvin Alias
Four types of task dependencies
"Nothing is particularly hard if you divide it into small jobs." - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
VAT-type Taxes in US Edition?
I'm located in the US, and I use the Zoho One US edition of Books. We are in the process of registering with Canadian authorities for their GST / HST, which is a VAT-type of scheme. It is not immediately obvious to me how one would deal with input tax
Ecommerce integration with prestashop
Development of campaigns integration with prestahop. When???
How to create an article containing images and rich text via the api?
Hi, I'm trying to migrate our kb articles from our previous helpdesk service, and import them to ZohoDesk. Is there any way to create an article that contains images? Is it possible to add formatting to articles created via the API? Thanks, Adam.
Number of statement execution limit exceeded on deluge scheduled function
I'm working on a send email functionality in creator that sends out crew work orders at the end of the day each day for the next day. I'm running into the issue that zoho is unable to handle the number of statements that I am doing to be able to successfully
Multi-currency in Zoho CRM Forecast and Reports
As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales
Fetch Records using Dynamic Criteria
Hi, I have a form that builds a filter based on user input. I need to fetch the records based on dynamic criteria. How would I accomplish this as there is no eval function? For example: desiredRecord = Form1[dynamicCriteria];
Color of Text Box Changes
Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and
Zoho SignForm In Progress But Cannot Be Completed
If a person starts signing a document (via SignForm), but closes the window before submitting, Zoho marks the document "in progress", but how do they finish signing it?
Pre filling SignForm field values by URL field alias's in Zoho Sign
Hi, Does anyone know if it's possible to pre fill the field values of the SignForm by using field alias's like you can in Zoho forms? To be more specific, I want to be able to change the SignForm URL to include some information like this: Before : https://sign.zoho.eu/signform?form_link=234b4d535f495623920c288fc8538cb9e6db03bbfd44499b63f3e5c48daf78f44bc47f333e2f5072cc1ee74b7332fe18b25c93fab10cb6243278d49c67eacbf30bbe5b6e1cc8c6b2#/
Can we have Bills of Material Module ?
Can we have Bills of Material Module ?
How to show Assemblies AND component items in a report
Hi Is there any way in Analytics to create a report that shows the Composite Item AND the Component Items with mapped quantity? It seems that the component item is not exposed in any table that I can find. Also, the same question but for Stock on Hand.....this
Mandatory Messages for Specific Members in Zoho Cliq Channels
Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement to Zoho Cliq that would allow marking certain messages in a channel as mandatory for specific members — with built-in tracking and reminders. 🎯 Use Case:
Admin Access to Message Read Statistics in Zoho Cliq
Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement that would allow admins or channel owners to view read/unread statistics for messages, even if they were not the original sender. 🎯 Use Case: Currently, in
Online Member Visibility in Channels (Similar to WhatsApp Group Presence)
Hello Zoho Cliq Team, We hope you're doing well. We’d like to request an enhancement to Zoho Cliq’s channel experience by introducing online presence indicators for channel members — similar to how WhatsApp shows how many people in a group are currently
Threaded conversations for emails sent via automation
Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during
Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module
Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,
Avalara Sales Tax integration - AVATAX
Just wondering if anyone else is having troubles with this integration? Seems as though Avalara changed their billing process, unbeknownst to Zoho, and now ALL transactions are counted by Avalara, not just transactions in a taxable jurisdiction. This caused a huge price adjustment billed to us by Avalara within a month of us signing up. And Avalara is not cheap to begin with! Avalara has been great in waiving that increase, but there seems to be no fix. Zoho is aware of the problem, but slow
Show ticket field in Zoho Desk only if that same field is not empty (API‑created records)
Zoho Team , We have a ticket workflow where every ticket is created via API based on dynamic logic from an external form. That form has complex logic and already decides what’s relevant to ask, and the API only populates fields in Zoho Desk based on that
Multiple Products on Ticket
Good morning. We will classify all tickets based on the product. Users sometimes send different requests on the same ticket, so we are facing some challenges. Is there a way to add more than one product to the ticket, or is there a way to tie the product
Auto-sync field of lookup value
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
Rich Text For Notes in Zoho CRM
Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
Allowing Pictures for Client Contacts
Do you have any plans to allow us to add pictures of our client contacts? There is a silhouette of a person there now, but no way that I can see where I can actually add a picture of the individual.
Sync specific Zoho Inventory Warehouses to Zoho Commerce
As said in the title, we would want to only sync stock from one warehouse of Zoho Inventory to the Zoho Commerce item stock. We have a 2 warehouses in different countries and the way that Zoho Commerce works (It takes stock from ALL WAREHOUSES EVERYWHERE
Zoho - Outlook plugin
Does anyone know if there is a way to modify the autofill in the Zoho plugin in outlook? When we create a contact, it enters the correct email address and name, but then pulls information from our own signature line to add phone number, address, etc.
New Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
Image Upload Field API get encrypted ID and sequence number
Hello is there a way to extract the encrypted id and sequence number from image upload fields through the Zoho CRM API? I created a custom script with javascript within Zoho CRM, but I want to extract the encrypted id and sequence number for all my images
Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
Não recebo Email de confirmação e validação de cadastro do PagSeguro
Olá, utilizei uma das minhas contas de email Zoho para criar um cadastro no PagSeguro, contigo o email com o link de confirmação da conta não chega no meu email Zoho (nem.ma caixa de spam, nem na lixeira, e nem em outras pastas). Outros emails do PagSeguro
Does Thrive work with Zoho Billing (Subscriptions)?
I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you
Offline working in Zoho Creator portal
Zoho's help says that offline working is only available in the Creator mobile app and not in the portal app. But I can see offline options in the portal app too and it seems to work when I test it. My portal users are often in areas where there is poor
DUPLICATING WORKFLOWS IN CREATOR
Hi all, I want to duplicate and slightly amend 3 workflows in Creator so that I don't have to keep typing in all the rules and properties each time. I can see lots of videos on CRM with the 3 dots at the top of the workflow, but nothing like that in Creator.
Add SKU to query options in `items` API endpoint
It would be very useful to be able to pull items by SKU in the API as this is a commonly used unique ID that tends to be consistent across systems.
Partial payments for retainer invoices
When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.
Estimates and invoices being sent from company-wide address, rather than individual
In our organization, team members send estimates and invoices through Zoho Books by using the "Send Email" function. However, for certain users, the system defaults to sending estimates and invoices from a shared organizational email address (e.g., company@example.com)
Export Invoices to XML file
Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
Need profit margins for books in estimates & invoice
https://help.zoho.com/portal/en/community/topic/show-my-cost-or-profit-while-creating-estimate
Mail Search should allow grouping by conversation like Gmail.
Having switched from gmail I have found the search function hard to use. Mostly because mail is not grouped by conversation in search. If I search for a word when looking for a conversation had with someone then sometimes 10 emails will come up from the
Next Page