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How to create a custom motorbike rental contract based from the customer list and print it.
I would like to enter the customers information and then print out the contract with there name and information needed. how can I do this. I have the Zoho Books only. I'm just starting. Thanks
LAST YEARS TRANSACTIONS
How do I obtain a statement for transactions from last year - 2025
Missing Company Name on Estimate
Hi there, I noticed that On some of my estimates (either new or old) the Company name disappeared and not shown neither on Zoho Book Client page nor on the estimate. Please note that on the PDF generated months ago, the estimate contains the company name.
Não estou recebendo código de autenticação (Instagram)
Olá, utilizei uma das minhas contas de email Zoho para criar um cadastro no Instagram, o email com o código de autenticação de confirmação da conta não chega no meu email Zoho (nem.ma caixa de spam, nem na lixeira, e nem em outras pastas). . Já solicitei
Automation #7 - Auto-update Email Content to a Ticket
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly
Recurring Invoices not generating – "Next Invoice Date" has passed despite "Active" status
Hi everyone, We are currently experiencing an issue in Zoho Books where our recurring invoice profiles are not generating invoices/drafts as scheduled. The Problem: As shown in the attached screenshot, the "Next Invoice Date" (Nächstes Rechnungsdatum)
#3 Stop Retyping the Same Things
Imagine a store where customers keep walking in and placing different orders throughout the day. The store owner manually enters every product name, price, tax and description while creating invoices. During a busy day at work, the store owner had to
Creator List not showing
I've edited a list in creator, but when I open it in the live version the list is completely different. Anyone know why this is happening? Edit Version: Live Version:
Account blocked
Yesterday I got my Zeptomail account blocked due to too many hard bounces. My account is used exclusively for sending transactional emails (eg. your order has been shipped, a form has been filled, etc) and the sudden blocking impacted hundreds of websites
Automated entries past the current month in a calendar report
Hi all, I have an automation problem. I have a form which on successfull entry adds either 5 or 10 more of these entries with a slight change so our customers can see it throug a calendar report on the webiste. The entry put in manually shows up perfectly
Problem: New Email Consistently Failing to Sync/Display in Inbox
Recently, I have noticed that my Zoho Email inbox does not indicate I've received a new email, until I go to *another* folder and then return to the inbox. Only then will new emails be displayed. This has happened 100% of the time, during the past few
Upcoming Webinar: Landing page optimization strategies you need in 2026
If users are visiting your landing page but not converting, your page is trying to tell you something. The key is knowing what to optimize. Sometimes a landing page doesn’t need a complete redesign. A better CTA, fewer form fields, clearer messaging,
Nueva edición de Meetups de Español Zoho Community - Junio 2026
¡Vuelven los Meetups de Español Zoho Community a España! ¿Te gustaría convertir más visitas y clics a tu página web en clientes de tu empresa? Esto es muy sencillo gracias a las soluciones de software de Zoho, como bien sabéis. Y es por ello que estamos
How to make the birthday date field available without the year?
Hello, I wonder if I can have the date of birthday field without the year. A lot of people dont like to say the year they were born.
Marketing Tip #33: Build trust with behind-the-scenes content
Customers are more likely to trust a brand when they can see the people, process, and care behind it. Behind-the-scenes content adds that human layer to your business. It shows that there’s a real team behind the store packing orders, checking quality,
Marketing Tip #9: Track your traffic sources
Not all marketing channels work equally well. Knowing whether your visitors come from Google, Instagram, or email helps you focus on what actually drives sales. Try this today: Check your Zoho Commerce reports or connect Zoho PageSense to see your top
Remove ####,####.## Placeholder from Number & Decimal Fields in Zoho Creator
Just wanted to share a small UI workaround I used in Zoho Creator. By default, Number and Decimal fields show placeholders like: ####,####.## Sometimes this doesn’t look clean, especially for read-only calculated fields in custom UI designs. I was able
Default ticket template in helpcenter
Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.
Whatsapp Limitation Questions
Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
Adding a custom formula field from sub-forms
I have used my 5 Aggregated Sum fields in the subform. I have another column I want to add a summary of. This can be in a separate section/field. The formula field won't pull in information from the sub-form. How do I pull information from the sub-form
New feature: Usage dashboard in Zoho Sign
Hello! Zoho Sign's new usage dashboard lets organization administrators monitor product adoption across teams, identify unused plan features, and view the environmental impact of every envelope. The dashboard includes six panels: Envelopes sent, Feature
Account Reconciliation via API
I am suggesting that the Zoho Books team considers making it possible to do an Account Reconciliation via API. The use case I have in mind is specific, but also fairly common: merchant services clearing accounts. Currently, the only way to reconcile an
All new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
When will Zoho Trident come to Linux?
It already is implemented for MacOS, which is *nix based operating system. When will it be ported to Linux?
普段使っているAI、Zohoと繋げてもっと便利にしませんか?【Zoho MCP】
みなさんこんにちは、ゾーホージャパンの岸本です。 ChatGPTなどのAI、普段から使っていますか? 最近は「AIを使う」だけでなく、 普段利用している業務ツールとAIを繋げて活用するケースが増えてきています。 そこで6月のコミュニティイベントでは、Zoho社員セッションでZoho MCPを取り上げようと思います。 【Zoho MCPって?】 Zoho MCPは、AIとSaaSアプリケーションを連携するための仕組みです。 ----------- MCPプロトコルをサポートしているLLM(一例):
Zoho Commerce and Third-party shipping (MachShip) API integration
We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to
Need help to evaluate if Commerce is good for me
Hi, I just want to quickly check if Zoho Commerce can fulfill my needs. Here is what I am looking for: - Multi-vendor plateform : We will be 3-4 different farms that will offer similar products (ex. tomatoes) to few selected customers (retaurants). All
Zoho Commerce + MCP + Claude
Hi everyone, I wanted to share a really impressive experience I had with Zoho Commerce + MCP + Claude. I created an MCP server using Zoho MCP Server and connected my Claude instance to my store built with Zoho Commerce. For safety, I enabled only product
UK payroll entries
Hey guys, Nett payroll payments are imported direct into the bank, using an external payroll system (will be glad for Zoho to have a UK payroll app) At present I have monthly recurring bills for HMRC which are auto entered & paid when due. This seems
Unable to send message:mail rate exceeded limit
Hi Admin I just got an email that outgoing has been blocked, I know why is the reason said " Mail rate exceeded limit", but I don't know the rule of Mail rate , so please tell me how to avoid the situation and fix this issue , my email id is morgan@homemesh.com.tw.
auto add as member the contact owner
is there a way that i can make a zoho flow that will add the owner of the contact as a member of the chat after the round robin assignment?
Zoho Book - Banking Module - Cash Credit account
I have a CC account with a bank. I initially added the account as a 'Bank Account' under the banking module in Zoho Books. However, this CC Bank Account is showing as an asset instead of a liability. I have added the account as a credit card account but
Leistungsdatum in Rechnungen (Zoho Books)
Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks
Please design a better spam filter
Hi Team, While I love Zoho Mail for all the awesome features you have designed - this is the one you need to do a lot of work on - Spam Filter. Your spam categorization seems to be very inefficient - any email containing brand images or a tracking pixel
Host not reachable when sending
For few partner that I send regular emails now got error and they don't receive emails Temporary failure fam-xxx.hr/185.xx.xx.xxx Host not reachable. Have more than 20 mails in https://mailadmin.zoho.eu/cpanel/home.do#mailSettings/retryEmail please
IP flagged as abusive
I'm getting the error that 136.143.188.15 is listed as abusive. I've checked with mxtoolbox.com and it is indeed in the list
App passwords stop working
Some of my app passwords appear to stop working after awhile. Seems to happen every 6 months or so. Just had to change one again for the second time in a year. Is this a bug or a feature? Or perhaps changes are being made on the back end on occasion that
Duplicate entries for contacts birthdays
Good morning I have recently started to use my Zoho calendar and noticed that there are multiple birthday events showing for some of my contacts. I have checked my contacts and there were duplicates for some contacts which I have now rectified but the
Zoho IMAP Access to mail doesn't sync messages
As stated in the topic - I have company account email address setup, and it has ( as in the picutre ) ActiveSync and Imap access enabled. However the messages does not show up while logged in in Zoho Mail however when I log in in thunderbird everything
Client Scripts similar to CRM?
Hi, Is there any plans for Client Scripts to become a feature of Recruit? Feel this will be a great benefit to a number of users. Would be great for example in cases where a Client has banned / blacklisted a Candidate - so that if that candidate is associated
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