Recent Topics
Invoice groups with sub-totals on a single invoice
Looking for ways to either group by item/service type or by customer on a single invoice with the group sub-totals. Is there functionality to do this? Anyone have an idea how if functionality doesn't exist? For Example; Customer wants to see service/product totals by location
ZOHO Expense API Documentation - Can't see anything about Purchase Requests
Hello, I am reading the API Documentation for Zoho Expense but can't see anything about Purchase Requests - This is one of the modules we use the most. Has anyone had any luck getting Purchase Requests data from Zoho Expense via API? Thanks,
Categorize Items with Item Headers
Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title. Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates. To add an item header: Go to the Estimates, Invoices
Item/service subtotal
Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature
Ask the Experts 28: Handling customer support with AI
Hello Everyone, Welcome to Ask the Experts 28. This month's session is centered around what every business is looking toward—automating repetitive tasks with AI. In Zoho Desk, you have Zoho's AI assistant–Zia, working its magic. Zia, your AI companion,
Automating Real-Time Zoho Bookings Alerts in Zoho Cliq
Enable your teams to respond in seconds by bridging the gap between booking confirmation and team notification. No sticky notes, no calendar nudges and no follow-up frenzies. For businesses that rely on scheduled appointments, real-time visibility is
Print icon padlocked for users other than admin.
How do I allow printing for users in Zoho Docs? As an admin, I can print but no employees are able due to permissions not being set. I can't find a toggle for these permissions anywhere in the settings.
Unable to edit my Kiosk
Something happened that now, I'm unable to edit/add any 'Screen' and 'Decision' elements in my kiosk flowchart -- it gives me the option to Preview, Edit, or Delete existing ones, but nothing happens when I select either Preview or Edit. I'm in Draft
Packaged Weight And Dimensions
Hello, we have item weight and dimensions, please add packaged weight and dimensions. Thank you
Zoho Meeting - Feature Request - Introduce an option to use local date and time formating
Hi Zoho Meeting Team, My feature request is to add an option for dates to be displayed in the users local format. This is common practice across Zoho applications and particularly relevant to an application like Zoho Meeting which revolves around date
How to restrict API access to only a few fields
We have a bunch of passwords set up that have a username, password, along with some other fields we've defined. Most of our users access vault the normal way through the browser or extension and are able to see all the fields they need. However what we're
zoho pos not opening
it showing unable to sync , error and not allowing me to login even though i have stable internet connection
What's New in Zoho Analytics - April 2026
Hello Users! April brings a fresh set of updates and enhanced capabilities designed to make your analytics more intuitive and efficient. Explore What's New! Zia Insights in Dashboards We’re bringing the power of Zia Insights directly into dashboards.
Purchase Requests - how do I get Zoho Books Items to show up?
In Zoho Expense Admin View > Settings > Modules > Items the items in Zoho Books can be viewed, leading one to believe these items are available in Zoho Expense, I assume for purchase requests. However when I attempt to raise a purchase request, only two
Zoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
Solo Lawyer seeks guidance
Zoho for solo lawyer (child welfare/parental rights) I do mostly "low-bono" work for the state as an appointed lawyer in child dependency and neglect matters that all get billed to the state's Administrative Office of the Courts (low pay & capped) where
How to sync overtime from zoho people to zoho payroll
Hi everyone, I’m currently setting up Zoho People with Zoho Payroll. While configuring the sync, I noticed I can only fetch Employee Profiles, LOP (Loss of Pay), and enable the Employee Portal. I can’t seem to find a way to automatically pull Overtime
Mandatory Read procedure in ZOHO Learn manuals/articles
https://help.zoho.com/portal/en/kb/zoho-learn/knowledge/articles-chapters/articles/making-articles-mandatory-for-reading#To_send_reminders Mandatory read does NOTHING for a manual - it just enables the functionality for articles withint he manual, but
Sub-forms - additional tally stage
We have an sub-form for entering estimates. There are 5 stages which are using up all the tally fields. I want to add an Actual Costs column and have this tally somewhere to compare against the totals for each Stage. Is there a simple way to do this with
Touchpoints
In the module Leads we use the fields "First touchpoint" and "Source" to register where we first met our lead. Touchpoint can be e.g. LinkedIn, Facebook, Website. Source can be an event like a fair. When the lead becomes a contact (converted lead), we
The Social Playbook April edition: KPIs in marketing
In any field, analyzing performance is essential to understand growth and know what’s working. The same applies to marketing. Tracking and analyzing Key Performance Indicators (KPIs) helps you make smarter, data-driven decisions instead of relying on
Ask The Expert: Deep Dive into Zoho CRM, Desk, SalesIQ, and Campaigns!
Are you using Zoho to power your sales, support, and marketing, and have questions about configuration, automation, or best practices? We have great news: the “Ask The Expert” session is coming to the Zoho Benelux Community! This session is specifically
Negative Quantity on an Invoice
I need to be able to put a negative quantity on an invoice in books and inventory. Example, customer is buying part A, which has a removeable part, part B. Customer wants Part C which replaces Part B. We swap them for the customer. On an invoice we should
Custom Fonts in Zoho CRM Template Builder
Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
Add home page or dashboard in CRM customer portal
is it possible to add home page or dashboard in CRM customer portal?
Announcement:Zoho DataPrep 1.0 has been deprecated — We have started auto-migrating your workspaces to 2.0
Zoho DataPrep 2.0 was launched in September 2024 with a brand new way to build and manage data pipelines with the new visual pipeline canvas. After the launch, we deprecated Zoho DataPrep 1.0 and asked our customers to move to 2.0. Most of our customers
Under Performance continuous review, how can Final reviewer can give rating.
Specifically, we require assistance on how the final reviewer or admin can provide the final continuous rating, not the manager which should be considered the final rating for all employees and properly documented.
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
Zoho Desk - Cannot Invite or Register New User
Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process
Search API filter/sort ignores comment-triggered modifiedTime updates
Summary When a comment is added to a Call or Account, the parent record's modifiedTime is correctly bumped. This bumped value is visible in: GET /api/v1/calls/{id} ✅ GET /api/v1/calls/search without a filter ✅ — the record's response body shows the new
Your bot just got smarter: AI-Powered routing that reads between the lines
What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing
Please add "N/A" option for all questions
Hi Zoho, please add a "N/A" option for all or many of the questions types. Currently only ranking question has this option, but this is needed for all types of survey questions. (star rating, choice, matrix choice...)
Unable to edit TASK / CALL in small pop-up window - UI Issue
Issue: Unable to Edit Tasks/Calls in Pop‑up Window Over the last two days, we have been experiencing a consistent issue while creating Tasks or Calls in Zoho. Issue description: • When clicking Create New → Task / Call, the form opens in a small pop‑up
Salesforceにデータ添付をする際の容量について
お世話になっております。 SalesforceにZohoフォームを紐づけ、処理の「添付ファイル」にチェックを入れて、カスタムオブジェクト内のファイルに格納するフォームの開発をしています。 この時、添付されたファイルの容量の上限は料金プランのファイルストレージと同一になりますか? また、Yesの場合、運用するには1.追加ストレージの購入 2.上位プランの引き上げ 3.回答を一定期間で削除等 になりますでしょうか。 https://www.zoho.com/jp/forms/pricing.html
Adding Audit Logs to Creator API
It would be great to be able to pull audit logs via Creator API. Our company would like to see the history of records in some reports we generate. There's a lot that we could do with this.
Controlling Target Environment (Dev/Stage/Production) in Zoho Creator API Using Connections
Hi everyone, I’m working with Zoho Creator and using zoho.creator.createRecord and updateRecords APIs through a connection. I have configured a connection that supports all three environments — Development, Stage, and Production. However, I’ve noticed
Warn users when leaving a form with unsaved changes
Hi all, I have an application that has a form with fields and a number of subforms. Does anyone know if there is a way to warn users that they have unsaved changes when they close the tab or warn them when they click the Cancel button? My research through
How to publish different instances of the same application.
I am using Creator for my internal management my store. I am opening a new location, and I want to have a somewhat separate instance of the same app for my new store to use, since the data will all be different, and there is no need to interact between
Use arbitrary images in deluge
I am sending emails from my deluge code and I would like to be able to include a few images in the email template. While I know that I could put the on a website somewhere and link to them in the HTML, that is not what I want due to email client security
Report Sales by Customer Location
Hi, Is there a way to run a report by customer location? I want to be able to see sales by state: Order Number - Order Date - Customer Name - Customer Ship State Thank you, Allison
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