Recent Topics
CPQ - Price Rules applying to a prodcuts group
Hi Zoho Team, In Product configurator is possible to make a rule where you can select "Any product" and set an "aditional condition", thanks to this we can apply a rule to group of products. In case of Price Rules, when I make a Rule for Any product is
Subform Zoho Form to Creator
Hi, I would like to be able to retrieve the values of a Zoho Form subform to create an entry for each in Zoho Creator. To send from Form to Creator, I use Zoho Flow. I have a custom function, which should normally retrieve each field value then create
Zoho Creator Upcoming Updates - December 2024
Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi
Waterfall Chart
Hello, I would like to create a waterfall chart on Zoho analytics which shows the movement in changes of budget throughout a few months, on a weekly basis. Should look something like the picture below. Does anyone know how to?
Add "Merge by Ticket ID" Option on Ticket Screen
Dear Zoho Team, We would like to request a new feature for the ticket interface in Zoho Desk. Specifically, we propose adding a button to the ticket screen that allows users to merge the current ticket with another ticket by directly providing the second
Problem when condition with lookup field in Zoho Creator
this is my code: if input.promotions1 != null { info input.promotions1; } And this my result: when i info input.promotion1 (which is a lookup field), it turn back nothing, so what type of this field is? normally i use the condition: if lookup_field ==
Dialing Microsoft Teams Phone Service via Zoho CRM
I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone
What's New - January 2025 | Zoho Backstage
Hi there! As we step into a brand-new year, we’re thrilled to bring you some exciting updates to make event management more enjoyable and efficient. Here’s what we rolled out in January to kick off 2025: Backstage 2.0 now enforced for all users We've
Hide/Remove Zia search bar in Mobile app
How do i hide the Zia Search button " Search across Zoho apps " in the app?
Importing Attendees- Excel
I would like the ability to import attendees using an excel file. Sometimes groups, such as schools have to sign up attendees through there system and then send my organization an excel spreadsheet. Right now there doesn't seem to be a way to import those attendees. If Backstage can export to an excel file it seems like a no-brainer that one would be able to populate that template and import attendees into Backstage.
Issue with Attachments in "Email a Thank You Note"
Greetings, from a few days ago, when registering a new payment and clicking on 'email a thank you not for this payment', Zoho Books does not send anymore my attachments on this email, as before. It is very important to us, once here, we have to send another
Zoho CRM Kiosk Upload Files
Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"
How to add new row in a custom SubForm using Deluge Code in Deal Module
Hi, Can someone help me with Deluge code to add a new row with data in a custom Subform in a Deal Module. Thanks, Shatakshi Misra
CASE Module - email function
HI there, I dont know if this has been asked or answered before as i couldnt find it on the forums. Issue: when a new case is raised, it goes under case tab and everything is captured. Then how do i send emails to the client who raised case with the details
Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
Zoho CRM - Conditional Assessment for Blueprint Automatic Transition
Hi, Currently, in Zoho CRM’s Blueprint process, the Automatic Transition feature does not allow for conditional assessments before execution. This limitation significantly impacts workflows where a transition should only occur when certain predefined
How can you re-push non failed submission through the integrations again?
Hi, I can see there is an option the 'Re-push' failed integration submissions from Zoho Forms. Is there a way to do this for all submissions? We've just re-built an integration so things go into different fields and we would like to re-push everything
Request for Assistance: Firewall Configuration for ManageEngine Cloud Access
Dear ManageEngine Support Team, I hope this email finds you well. We have encountered a technical case and would appreciate your assistance. Below are the details of the current configuration and the issue we are facing: 1. Current Configuration: • We
List of API for report
Can I have list of API for Reporting ? Like this API : https://www.zohoapis.com/books/v3/reports/customerbalances?organization_id={{Organization.Organization_ID}}&accept=pdf
How to add row numbers to Subform?
How to I auto row number rows of a subform in CRM?
Zoho Books | Product Updates | January 2025
Hello users, Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration.
Python Code: Calling "Deals" API results in 404 Error.
Good evening, I wrote a small python code to scrape the data from a selected record and then copy the information I need into another website. We have renamed the "Deals" module to "Opportunities", however the API name remains as "Deals" which is fine.
How to change contact record owner to its creator?
When I convert a lead record into a contact and a deal then a the contact record will have User AAAA as record owner, and the contact record will have User XXXX as the record creator. I don't have any workflow rules in Contact module. I use the blueprint
How to merge duplicate products?
merge duplicate products
Function to update field in CRM Meetings from Bookings Appointment Status
Hello, We're creating some reporting in Zoho Analytics using data from CRM and Bookings. Unfortunately it looks like when Bookings Appointments are carried over to CRM Meetings, the Bookings Appointment Status is not recorded in CRM Meetings. We would
Unresponsiveness in Zoho Cliq
Time of post: 6:56 am PDT, 19 July 2023 Dear Cliq users, We have encountered an unprecedented issue in our messaging servers. The details of the issue are as follows: Impacted users : 1/4th of users in US DC (users who access cliq services through cliq.zoho.com)
Importing Tasks : Where is the flexible work hours field ?
I need to be able to import a years worth of flexible hours for our part time workers, but I can't find what field to import to. When I do an export, there is nothing that signifies Standard/Flexible and whenever I import it automatically sets it to Standard...
Zoho CRM Calendar View
Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose
Attendance Over-writing of Leave
Hello Zoho, Currently if an employee comes to work while they have applied for leave, the system considers them as "on leave". Shouldn't the employee be marked as "present". Give it a thought
Inadequate Customer Support
Hello & Greetings! I have been a pro Zoho user since the last 2 years and I would admit that the apps that are being offered are good, however the support we receive has a lot more to achieve. This being a design issue rather than a staff issue. Being
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
Zoho Analytics - Values gets Duplicated
In Zoho Analytics, I have two tables: one for Country-wise Sales and another for Country-wise Budget with Region. I am attempting to create a stacked bar chart to compare the Region-wise Budget and Sales Revenue. I have set up a lookup between the two
Does Zoho US Payroll now support employees in multiple states?
Does Zoho US now support having employees in multiple US states? I looked at the site and can't find and of the restrictions on multiple states anywhere.
Zoho Mail not fit for business
How are businesses using Zoho Mail? In Zoho Mail: You cannot create subfolders in a shared mailbox You cannot add a second email account eg. a non-Zoho account that could then provide the function of providing a shared mailbox with subfolders In the Trident
Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
Linking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?
Additional step for Deleting an app
Have an additional step for deleting an app. When the popup occurs, the user needs to write "DELETE" into a text field. This is what Google does. At the moment, it is too easy to Delete, which increases risk, and this should be easy to implement.
Enhancement - P&L Statement and Balance Sheet
Hi there! Providing an option to compare financial statements from different quarters was one of the most requested features in the recent times . We're more than excited to have come up with a solution - a Comparison feature for P & L Statement and Balance Sheet. Profit and Loss Statement and Balance Sheet provide you with a clear picture of the 'hows' your company can generate more revenue or cut down on costs and what you own and owe. But, then having this year's statement compared
restrict access to user to create invoice
hi team we need to restrict particular users from accounts dept to create invoice directly from invoice module in zoho books . Rather , they can only able to create invoice is by using "convert to invoice" from "Sales Order" module . pls help us to solve
Request to Make Cheque Printing Available as an Add-On Across All Plans
Hi Zoho Team, I have been using Zoho Books and other Zoho products since 2019, and they have significantly streamlined my business operations. However, I believe there is room for improvement in terms of feature availability across different plans. One
Next Page