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• Recent Topics

• Announcing New Features in Trident for macOS (v.1.2.0)

  Hello Community, Trident for macOS has quite a few new features that will improve your business email communication. Let's take a quick look at them. Creating templates Earlier, you could save email drafts as templates in Trident. With the current update,

• Products in time entry

  Morning, Is there a way to add the product field to the time entry layout? Giving us the ability to identify a product per time entry. Thanks Rudy

• How to work with getFieldNames formdata functions ,Any Examples

  I don't find any example showing usage of getFieldNames. Where do i find .is there any Help documents available

• Zoho.eu and U.S. Cloud Act? Can U.S. request Zoho.eu data?

  Given the current political situation in the U.S. and possible near future implications for data privacy and security, I am curious about Zoho’s obligation to comply with the U.S. cloud act or other U.S. requests for private customer information from

• Zoholics Europe Awards

  We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! This is your chance to shout about the amazing things you've created, connected, or achieved with Zoho's developer application!

• Fetching whole month availability via API

  We are currently building a custom calendar component that books directly into our client's Zoho Bookings instance. The challenge we are facing is that your API only allows fetching availability one day at a time, which is problematic. Our second workaround

• Why "balance due" for the VOIDED INVOICE is not zero?

  We wonder why the "balance due" for the VOIDED INVOICE is not zero? For example our case, we issued invoice for a client for MYR1000, then after client request for cancellation. Client haven't make payment yet. So we marked the invoice as void. We think

• Cross module filtering is now supported in CRM

  Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters The Cross-module filtering enhancement is now available to all CRM accounts in the following

• Format handling error

  Hi, I'm having an issue when merging a document using a custom function when with decimal numbers. In my template preview, it's seems correct ,but when I do the merge and attach the file to a record, all types of docs aren't displaying the number correctly.

• Archiving Contacts

  How do I archive a list of contacts, or individual contacts?

• Problems with clipboard paste into ticket comments

  Problem as title. Using Chrome get to paste contents of clipboard but submit gives 'you've exceeded the character limit of 30,000 for this comment' irrelevant of actual number of characters. Edge just pastes txt 'undefined' irrelevant of actual contents of clipboard All other areas of Zoho desk work fine with clipboard paste (i.e. new ticket description) it's just comments on existing tickets that seem to have problem. Was all working fine until early yesterday (14th) Client is Windows 10 Pro 1803

• Support Mixed Visibility Settings in Knowledge Base Categories

  Hello Zoho Desk Team, We hope you're all doing well. We’d like to submit a feature request regarding visibility settings in the Knowledge Base module. 🎯 Current Limitation As of today, when a category is set to a specific visibility level (e.g., Public),

• Is there a way to set Document Owner/Sender via the API

  When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?

• Announcing New Features in Trident for macOS (v.1.20.0)

  Hello everyone! Trident for macOS is here with interesting features and enhancements to elevate your workplace communication and productivity. Let's take a quick look at them. Change the "From" email address easily. When composing or replying to an email,

• we need to add a Customer Number field to the PDF document templates

  Hello everyone. We are currently using Zoho Inventory for our small business operations and have found it to be a valuable tool. However, we’ve encountered a specific requirement: we need to add a Customer Number field to the PDF document templates (such

• 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

• Announcing new features in Trident for Windows (v.1.27.6.0)

  Hello Community, Trident for Windows is here with exciting new features to elevate your email communication. Let’s dive into what’s new! View and manage .pst files. A .pst (Personal Storage Table) file is an Outlook Data Storage file format for storing

• Email limit reached

  I'm assessing whether zoho crm will work for our startup, however I tried to send emails to my leads and after 12 emails got the notification that email limit has been reached. That is ridiculously low. Whats wrong and how can you fix that. I am still

• Error in Deluge script, but all should be OK

  I get an error when using the following deluge script (sensitive info changed with ***). This script should parse a projectnumber out of the subject or body text and put it in a custom field of the ticket. The error: Validation failed for the condition

• Importing Into Zoho CRM

  Do you have a list in Excel that you would like to import into Zoho CRM? If your administrator has not restricted your ability to import, the process is fairly easy to accomplish, but understanding the options can make everything go smoother. First you may need to prepare the spreadsheet Remove any extra rows from the top of the spreadsheet, like titles or blank lines. Row 1 should be the column headers. Row 2 should be where the data starts. Make sure that there is a column for any required fields

• Agent working hours

  Hi, I know it is possible to set company business hours but is it possible so that agents can have different ones? I.e. some agents cover later hours on specific weeks - can these be set so those agents that are "working" get notified about tickets etc. 

• Analyze the Name of the Deal Owner and Created by

  I need to display the Name of the User who created a deal and the Deal Owner. Since both fields are lookups to the same table (Users), it defaults to the user record of the Deal Owner and I cannot display the name of who created it. I can generate the

• Date Import Problems

  I'm trying to import products from csv/xls files, but I can't get the Sales Start Date field to import. I know the import is working because all the other information is imported, but the Sales Start Date field is left empty. I think it must be a format

• Canvas and Related lists

  Hi, As much as I like canvas, when adding in a asection with related lists,it doesnt mimic the same functionality as the standard view within the CRM e.g left hand panel will show the module and total number of records. Is there a way of indicating this

• Conditional Layouts On Multi Select Field

  How we can use Conditional Layouts On Multi Select Field field? Please help.

• Zoho Notifications - Received two notifications for one message and none for the other

  We had a client reply to a ticket twice in one minute. The ticket owner received two emails for the second message but none for the first (which was crucial content and unfortunately was therefore missed). I'm assuming this created a race condition -

• New Search Function

  Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which

• Better integration between Zoho CRM and Zoho Bookings

  I've noticed that when a meeting which was created in Zoho Bookings is updated by a sales person in Zoho CRM, the change is not reflected back into Zoho Bookings. I have raised this with support who advised that meetings created in Bookings need to be

• Offline mode on Android TV app?

  Hello! Is there a way to use Zoho Show offline in the Android TV app? I have an Android TV based projector, and I travel with it, and don't want to have to rely on a steady internet connection when giving a presentation.

• Enhancements to Custom Connectors in Zoho Creator

  Hello everyone, At Zoho Creator, we believe in providing you with the necessary tools to achieve a well connected ecosystem of apps. Our Custom Connectors feature is a testament to this, enabling you to integrate with a wide range of external services

• issues with manually shipping sales orders - advise needed please

  we are new to zoho inventory. we are going to roll the program out to our company within a couple of weeks and during the implementation process we have come into a roadblock with manually packaging and shipping sales orders. its important to note important

• Problem with the "Search" function

  Hi, I've been using Workdrive for a few days and lately, the files I added in Workdrive don't appear in the search. It looks like my latest files aren't indexed. Are you aware of this issue ? 

• Connect Woocommerce new order to zoho books via zoho flow

  Hello i want help to create a flow to create a new sales order from woocommerce to zoho books. Can someone send me step by step flow, functions and fields?

• [Webinar] Deluge Learning Series - AI-Powered Automation using Zoho Deluge and Gemini

  We’re excited to invite you to an exclusive 1-hour webinar where we’ll demonstrate how to bring the power of Google’s Gemini AI into your Zoho ecosystem using Deluge scripting. Whether you're looking to automate data extraction from PDFs or dynamically

• Getting error "invalid warehouse_id" when trying to update any transaction in Zoho books

  I got a message from Zoho saying that the Warehouse and Branch has been merged into one category "Locations" Once I migrated to this setup I was no longer able to edit any invoice / create creadit notes - got an error saying "invalid warehouse_id" I never

• customize payment page

  Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at

• Delay function execute

  I've got a workflow which uses a webhook to send information to Flow, which in return updates a record in Creator. Problem is, by the time this has executed, the rest of my script has run and can't find the (yet to be) updated info in the record. Is there

• Return "kit_quantity" when fetching Kit items via "List all the items" API call

  I have been appreciating the new Kits feature quite a bit, it is exactly what we were looking for in Zoho to solve many pain points. However, there is 1 problem I am running into and that is the fact there is no stock information that can be pulled for

• Mapping Issue

  since, Tickets are already mapped with the Requestors and when we map Requestors with Organization, then Tickets are not visible under that Organization. Kindly solve this issue.

• Automating Pricing in Zoho Inventory Based on Brandline Quantity

  I am currently setting up my Zoho Inventory system and would like to implement an automatic pricing feature for sales orders. We have created a custom field called "brandline" for our items. All products with the same brandline value should have the same

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