Recent Topics
Canvas rules
I see that we can create canvas rules. However, all I see is a way to define criteria that will control when a Canvas Rule is applied. However, I can't find a ways to define the settings that would be applied when the criteria are met for the Canvas Rule.
ZDC Hackathon 2024 Category-wise Winners – Zoho Creator
Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho Creator – Product Category award for their outstanding innovations! Team 1: Wonderboy Thandanani MthiyaneTeam
Resubmit for Approval for Zoho Books Module in CRM
The integration between CRM and Books is great, but it is incomplete in many areas. One of them is if an estimate/invoice/sales order is rejected, the users in CRM cannot resubmit it for approval. Let's face it, sales people will mostly be in CRM and
Accountant
Hi if I have a commercial company with multiple sales outlets, sales representatives and multi currency, what is the best subscription you offer? thanks.
Sign
My name is Dolores Houghton. I signed up for sign package by mistake. I can’t use the program and I want my money back. I have been sent various instructions on how to delete and ask for a refund. Nothing works. I am not able to get into settings for
Zoho CRM and Books integration (related list) column customization
I was wondering if it's possible to add more cloumns (more informations) inside the related list that we get when we enable the integration. As you see we would like to be able to add more information on the invoice (or the same for PO in vendor).
Adding Client VAT and BRN in our Invoice
Hi, Following request from our clients, we need to add their respective VAT and BRN in the invoice that we issue. Could you please let us know if this is something that we can do?
Zoho Analytics - Level on level queries
I am facing a limitation of having too many level on level queries however some of my queries are complex and rely on multiple joins to get my desired output. How can I bypass this limitation as this is hindering my report creation.
Manipulate the Date Time field using deluge
To update the DateTime field using deluge. CurrentVar = zoho.currenttime; TimeVar = zoho.currentdate + " 10:00:00"; if(CurrentVar > TimeVar.todatetime()) { CurrentNew = zoho.currenttime.toTime("yyyy-MM-dd'T'HH:mm:ss").toString("yyyy-MM-dd'T'HH:mm:ss+04:00");
Configure Notes Title for Blueprint Transition
It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the
Website not publishing
My website with Zoho (domain purchased on Zoho) - GilmoreGirlsGetaway.com - has been active for a few months now with no problems. I went to change the template and make modifications today, but as soon as I click "Publish" it says "Error occurred while publishing - contact support". The website preview looks fine, it just won't update. Thanks, Laura
ZDC Hackathon 2024 Category-wise Winners – Zoho CRM Client Script
Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1: Marcin Duchnowski Team
ZDC Hackathon 2024 Category-wise Winners – Zoho CRM Custom Function
Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Custom Function – Product Category award for their outstanding innovations! Team 1: Onur Gulay Team 2: Yonathan
ZDC Hackathon 2024 Category-wise Winners – Catalyst
Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Catalyst – Product Category award for their outstanding innovations! Team 1: Raghavan P, Santhosh Kumar K, and Jayabalan
ZDC Hackathon 2024 Category-wise Winners – Extensions
Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Extensions – Product Category award for their outstanding innovations! Team 1: Puneet Chandhok, Parv Kumra and Akriti
ZDC Hackathon 2024 Category-wise Winners – Zoho SalesIQ Zobot
Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho SalesIQ Zobot – Product Category award for their outstanding innovations! Team 1: Naveenkumar M, Tulasidhasan
Announcing the Zohotshots of the ZDC Hackathon 2024
Hey everyone! After 46 days of innovation, collaboration, and intense competition, the first-ever Zoho Developer Community (ZDC) Hackathon has officially concluded! 🎉 With 1079 participants, 797 teams, and representation from 45 countries across 6 continents,
Retrieve separate records from multiselect lookup field
Hi, I know there are many post on this one, but I just don't get it. I have a multiselect look-up field named Delivery containing 3 different informations like this : Montreal - Tuesday - 3 to 4 pm I need to do an IF script based on the first item in
Deluge script that creates a popup with a dropdown list of choices
Hi, In an order form, when a portal user choose a delivery day, another field is automatically filled with a delivery location, and that field is not linked with a lookup. I have now one day of the week that has 2 delivery locations. I do not want to
Lookup Field Values In BulkRead
I am pulling cases from the Zoho Case module using the BulkRead API. However, I am receiving IDs (random numbers) as field values. I later discovered that if I include column_name.Name in the returned fields, I get the actual value. However, this approach
CRM portal users can now log in using their mobile phone numbers
Hello everyone! You can now invite portal users using their mobile phone numbers. These portal users will be able to log in using their mobile number and OTP. Templates for these portal-related SMS can be customized as per your needs. This enhancement
Menu Bar
Hi, Please guide how to change menu bar from vertical to horizontal
Insert information on another form of a Zoho loginuser
Hello, I have 2 forms that are linked, a customer form, and then a subscription form in which there will be a subscription number that I would like to transfer back in a field of the first form called "current subscription number", How do I write the
Kaizen #78 : How to disable clone record?
Hello everyone! Welcome back to another interesting Kaizen post. In this post, let us discuss a workaround solution for the use case - How to disable clone record for a user. Requirement Consider that you want to disable the clone option for the Deals
Mass-Delete-Action over API doesn't work because of scope
Hi all, we're currently trying to mass delete 40000 deals from our CRM, that we have already put into a custom view. I'm not that used to the API, but I managed to authenticate by https://accounts.zoho.com/oauth/v2/token with Postman and going by the
Can you be a Learner as well as a Contributor
If you are the Author or a Contributor, can you also be assigned as a Learner? This is particularly relevant if you need to certify that you have taken the quiz and done the learning yourself!
Edit button near "x" (delete icon) for lookup fields
Hello, What do you think about possibility to edit record, selected in lookup fields by clicking "edi"t (pen icon) located near "x" icon? You can choose in which View user will edit record You can show or hide icon programmaticaly Look here: https://drive.google.com/file/d/0ByIK2qthuUqwRWktenZFQ2czT1k/edit?usp=sharing
Add Serial Number Zoho CRM Subform
Hi Guys, I need to add Serial Number in Zoho CRM Subform table. In addition of an row we can easily create in Zoho Creator. But in Zoho CRM how we can do that? Any suggestion would be very helpful. Moderation Update (10th June 2025): I'm locking this
Access Sales Order line Items in Deluge
Does anyone have a Deluge snippet that shows how to access an Order_Items from a Sales_Order? Thanks in advance! Brenedn
Protégez et valorisez votre contenu avec un filigrane personnalisé
Un filigrane est un élément visuel, tel qu'une image, un texte ou un motif distinctif, intégré dans un document numérique ou physique. Généralement semi-transparent, il se superpose au contenu original afin de préserver sa lisibilité tout en restant reconnaissable.
Zoho Recruit in 2025
Hi Zoho team, Is it possible to disclose what is on the roadmap for Recruit in 2025? In comparsion to other ATS options available, Recruit is falling behind. Within the community there are endless request and suggestions from users on feature which would
Leave Balance
Hi, I am new to Zoho People and currently trying to set up annual leave for all our staff. I configured the leave policy but when a request is made and approved, the leave balance doesn't reduce. Any ideas as to why this may be? Cameron
Pivot Chart - Zoho Creator
In Zoho Creator, I want to enable an edit option within the Pivot Chart itself. Additionally, I want to avoid showing duplicated values for certain columns. For example, I’ve created a month-wise sales report for each product type. The form contains fields
Multiple workflows based on stage?
I am trying to have multiple things happen when I close a deal. First, I would like to send a thank you/coupon email to all deals that are closed. Second, I would like to create connected records in a separate pipeline for certain projects that qualify.
Zoho Verification code not received
I am a new customer trying to set up Zoho mail. I'm stuck at the phone verification stage. I have entered my mobile number but the verification code is not being delivered to my mobile. I can also confirm that I'm receiving text messages from others telephone numbers as normal. Kindly assist me as I have been at this since yesterday.
Adding external users to Zoho lean course
Hi I'm looking to send a course link to an extrenle user that is not part of the users I'm paying for zoho one,is that possible to get done? Cheers
Client Portal is now available in Zoho Books
Hello Zoho Books users, We are excited to let you know the Client Portal feature available in the new version of Zoho Books. Now, you can have your customers access a link to view their estimates and accept/decline it, view invoices and make payments to it. You can get notifications of the activities in the portal. Click here to know more. How can I enable the portal? 1. Switch to new interface. 2. Enable client portal for your organization under Organization Profile. 3. Set-up your portal name
Candidate Registration/Invitation
It would be great to include the 'invite' candidate functionality into some of the automation functions - ether through a custom function trigger or webhook or accessible through an email template. Currently there is no way to add this functionality into any workflows or blueprint steps which, I find limits the ability to invite candidates to engage with us directly through our candidate portal.
Sharing an entire Zoho Learn space externally
Dear Zoho Community, I am enquiring about the possibility of externally sharing an entire space via a weblink. Our objective is to utilise one of our spaces as a client-facing knowledge repository. We would like to offer clients access to this space through
Accounting on the Go Series-40: Simplify Payments with M-PESA Gateway Integration in Zoho Books Mobile App in Kenya Edition
Hello everyone! As you all know, Zoho Books lets you handle your payment processes by receiving online payments for your invoices. Today, we're excited to introduce a feature that will help Kenyan business owners streamline their payment processes: M-PESA
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