Recent Topics
Zoho People Leave Balance Show as Negative
Hi All I have the Portugal material Leave that policy allows up to 120 days or 150days for employee to apply within 365 days and employees is able to take minimum of 1 days or up to 120 days In my Leave Grant I have set as the setting.
Monthly overtime wrong after adding/changing attendance time for past month
Hi there, as I understand it, the montly overtime overview under attendance is calculated at the end of each month. If someone was not able to enter his attendance in time but entered it in the new month, this time will not be considered in the overview.
Zoho People Created a UBO/Group CEO Profile to view all employees
Hello All I have created a specific role UBO/ Group CEO Profile that is able to access to view all employees information Applicability i have input all the legal entity, business unit and division which most employees are added. I have also given access
How to rename the Submit Button by using deluge script
Hi everyone, As we know, the Submit button can be renamed in the form builder setting. But I have scenario where I need the Submit Button to be renamed differently according to condition. Anyone knows how to do it? Thank You
Asset Tracking
I am looking to create custom modules to track customer assets. We install serialized and non-serialized equipment into customers vehicles. So we will have vehicles belonging to the customer then equipment that will belong to a vehicle (if installed)
Online Payment Fees
We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd
Will zoho thrive be integrated with Zoho Books?
title
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ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 8月8日(金)に1年ぶりに、福岡でZoho ユーザー交流会を開催します! ユーザー事例セッションでは、CreativeStudio樂合同会社の前田 美知太郎さまが、労働時間を削減したZoho活用のリアルな工夫を語ります。 Zoho社員セッションでは、データ収集から自動処理まで一気に効率化できるZoho Formsの最新活用アイディアをお届けします。 ▷▷詳細はこちら:https://www.zohomeetups.com/Fukuoka2025#/?affl=fuk2508forumpost
Remove or hide default views
I'm looking to only have the views pertinent to my organization. Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...
Unusable due to "server" issues but there's nothing on Zoho or Down Detector saying there's an outage
I just started the Zoho trial and I cannot do anything because no apps or even the "contact support" will actually load. I tried to create a project but it keeps giving me the error "server is unable to process your request at this time". I tried to load
Calendar view all appointments in workspace
In the Calendar page, add the ability to view all appointments in the Workspace. The Manage Calendars filter requires me to select at least one user or resource, and it only lets me select up to five of them. There's no filter option to view the entire
Add Resource variable to notification email customisation for Event Type
The notification email customisation feature for Event Type does not include a variable for the Resource field. Without this field, Zoho Bookings cannot be used by any business for resource-based services or event types e.g. room bookings, equipment bookings.
Zobot is not working
Zobot is not engaging it is not working.
Add Resource to Export
The Export Data feature does not include a column for the Resource field. Without this column, Zoho Bookings cannot be used by any business for resource-based services or event types e.g. room bookings, equipment bookings. It seems to be an oversight,
When Calls Ends, Creating Note with the call description by deluge code
Hi, i need help with writing deluge code function, to scenario is like this - i want to create a workflow thats after 10 that the call ends the deluge function will create a new note in module calls that link the note in module calls to the his lead ticket
Issue After Updating to Zoho Desk Android SDK v4.5.0 – Authentication Fails (Status Code 204)
Hi Zoho Support Team, I was previously using the Zoho Desk Android SDK with the following dependency: implementation 'com.zoho.desk:asapsdk:3.0_BETA_17'
Everything was working as expected — including user authentication, the tickets section, and the
add another department to helpcenter
After activating multi-brand, how to add another department to help center? For example department A has associated with help center 1. We have another department B and would like user to be able to submit ticket to department B via help center 1, how
Edit Legend of Chart
I would like to edit the legend of the chart. Every time I enable the legend, I get a very unhelpful (1), and when I try to type to change to what I would desire, nothing happens, which is very frustrating. I've gone through your online tutorials and nowhere can I find a legend settings button. This seems a simple fix, where can edit the legend? Thanks.
How to update task start date when project start date changes?
Hi there, When the start date of a project changes, it's important to update the start dates of the tasks associated with that project to reflect the new timeline. Is there a way to shift the start date of all project tasks when the start date of a project
ZOHO DESK | SET PERMISSION NOT TO ALLOW SPECIFIC AGENTS TO CREATE TICKET
Hi Zoho Team, I have a question regarding this: "Team Desk are the ones to have the permission to create a ticket, Team OPS resolvers must not create a ticket." - How to set permission to Team OPS resolvers for not creating a ticket? Only Team Desk should
On success Workflow not triggering from external Zoho Form submission
Hello everyone, I'd really appreciate your help. I'm building a system, where I'm using Zoho Creator as a crm/spreadsheet to manage movements of inventory. I have 3 "forms" or tables, where one is a main table for obersving status on all inventory, another
Add Comprehensive Accessibility Features to Zoho Desk Help Center for End Users
Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request to enhance the client-facing Help Center in Zoho Desk with comprehensive accessibility features, similar to those already available on the agent interface. 🎯 Current
Customising Sign Up Page in Zoho Help Centre Sandbox
Hi, I would like to customise the Sign Up page in my Help Centre Sandbox Environment but when I try to access it I get this message: What setting or permission do I need to achieve this? Many thanks, Kunal
Tax is missing in expense unable to submit report
Im getting the above error when submitting a report with an expense. Its complaining about the Tax is missing but there is no Tax area just "Amount". And if I try to Itemize the amount to break out the tax portions with the initial product portion it
Introducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
Time-based Automations updates does not trigger Webhook
Hi, When a ticket is updated by Time-based automation, it doesn't seem to trigger the webhook event. I looked at the ticket history for the problematic tickets, they were all changes made by action with this label: `Ticket was updated through a Time-based
Can't find parent child ticketing
Hi I can't find parent child ticketing under tickets in this new organization... I have in the past on other organizations
Filtering Parent and Child Tickets in Analytics
Hello Zoho Support Team, We’ve noticed that when checking our ticket analytics in Zoho Desk, the data merges both parent and child tickets for key metrics like the number of new tickets, closed tickets, and first response time. This results in inaccurate
Link Zoho Inventory Sales Order with Zoho Desk Ticket
I'd like to, in a Zoho Inventory Sales Order, see linked/related Zoho Desk tickets. When I'm in Zoho Desk, I can look up related tickets to the sales order, but I can't seem to do it in the reverse manner (where when I'm in a Zoho Inventroy Sales Order,
Shopify integration
I need to integrate Shopify with Zoho Books
"Replace" an existing version of CRM
Hi all, I have a question, I saw an article about this once, but I now cannot find it. I am working with a client who has had their CRM in Zoho One built and extensively modified. But it is non-functional now, and rather than try and unpick the system,
Introducing prompt builder in Zoho CRM
We’ve introduced a new way to put Zia’s generative AI to work—right where your teams need it most. With the all new prompt builder for custom buttons, you can create your own AI instructions to generate tailored content, suggestions, or summaries across
Can't type latin characters Mac x Windows
I access a Win XP machine using Chrome on Mac OS X High Sierra and I can't get special characters like á é ó â ê ô ã õ à í ú to work. I tried a few different keyboard layout setups, but nothing worked. I end up having to type a lot of stuff in a local notepad for further copy and paste, which is not convenient at all. Am I missing anything? How can I make this work? Thanks.
Zoho Forms to Zoho Sign Integration - Fields Missing
If a Zoho Form has image fields, it seems these can't be transferred to a Zoho Sign template for digital signature. Is there any way of pre-filling Zoho Form images onto a Zoho Sign template? Many thanks.
Searching for content within courses
Hello, I have been testing out Zoho One for my company have been exploring Learn. I've noticed that you cannot search for content within a course. You can only locate the title of the course. Example: Course: How to Make Your Bed Chapter: Pillows Lesson:
Change Invoice Prices for an Effective Date
Hi, It would be a really good feature to be able to change the prices on invoices/recurring invoices from an effective date in the event of price increases. For instance, I am in the process of increasing prices that will be effective from a specific
Zoho People & Zoho CRM Calendar
Hi, Does anyone know if it is possible to link Zoho People and the calendar in CRM? I would like when holidays are approved they automatically appear in the calendar on CRM. Thanks
How to add Leave Type Permission Start Time
Hi, I have a requirement to add Leave Type : Permission Start Time on the email template to which is end to the reporting manager. But I am unable to find the field in the list of fields. How to achieve this?
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
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