Recent Topics
Email Behavior in CRM
At what level can you see recipient behavior when sending emails from Zoho CRM? We thought there was a way to see what links were clicked, how many opens, etc but can't seem to find that info now.
Cash based businesses cannot use the new fixed asset module
Hello all, If your bookkeeping is reporting in cash, you cannot use the new fixed acid module, as it does all the depreciation bookings accrual and not cash. This is definitive and you can't turn them into a cash booking. They will never appear in your
Detail Profit & Loss, how to do in Zoho Books?
Is there any way to generate a detail profit & loss (Income Statement) from Zoho Books like the one in QuickBooks? I have 2 clients looking to jump from QB but this 1 report is the deal breaker if not available. They both audit their books from the detailed
Knowledge Base article lists
Is it possible to adjust the number of articles that are visible under a category of the Knowledge Base portal? Currently it looks like by default it populates about 5 articles before it puts the "more" option at the bottom. Looking to see if I can extend
can we add all the SC ticket folder for all of the tickets to sellers past and present?
Hi. How can we add tickets to a folder for organizing tickets
Rejected forward emails
I am currently trying to set up a Desk system, and the issue which I am stuck on is that when I have a set a rule from the previous email domain to forward all emails to the new ZohoDesk One - I get a bounce back. The bounce back reads that the recipient
Setting Up Direct Mail Campaigns
If I need to set up a 5 step direct mail campaign is that possible? Basically every week I upload names from a CSV to Zoho and then would need to mail them every 45 days for about 6 months. I would want to be able to take names off the list when they say their house is sold or that they don't want to be contacted. I don't necessarily need to have it integrated with click2mail or anything but would at least need to be able to export the file in a CSV/excel for each mailing. Does anyone know if that's
New ZOHO Mail Setup for my Website
Respected Team, I need to know that Can I create a Zoho Mail for my that website Apkqad.com that already have ZOHO Mail setup, actually I have forgot my gmail account on which I created zoho setup for my website, But is it any possibilities that I can
Why does only the first itemized description appear in reports?
I've noticed when I itemize an expense and there are several lines, only the first itemized line description appears in reporting. So for example, let's say I have a $525 expense that comes in on my bank account where I bought a $25 keyboard and a $500
Annoying Social Messaging Auto-Prompts
Hello! I love the idea of integrating SalesIQ with messaging channels like Facebook Messenger and Instagram. However, the way the SIQ throws the initial prompts feels annoying and too robotic. I'm attaching a few screenshot samples, just the resent ones.
zoho mail adds RE: in subject
Hi, In Zoho mail every time I reply to an email it puts a RE: in the subject line. So after a few replies on same email the subject line looks like RE: RE: RE: RE:RE: RE: RE: Order Details Can I stop Zoho mail from doing this bug? Les
VENDORS ARE NOT SYNCHED WITH CONTACTS IN CRM
Hello, While the ACCOUNTS and CONTACTS (Including the primary contact) are synced with the CONTACTS module in CRM, the vendor's CONTACTS are not synced with CRM - which basically forces the users to re-enter all vendor's contacts twice and then update
AGE field from DATE OF BIRTH Field.
HI! I have a field called date of birth in my CRM (LEADS, CONTACT etc…) How can I know the AGE today I would like to create a field AGE. I now how to create a field but I don´t which calculation (CUSTOM FUCTION) to make ¿ANY HELP?
Zoho Books -> CRM Custom field sync for contacts
I use a custom field for my three different brands. Since I wanted to start a newsletter I recogniced there is no option to import from Zoho books to Zoho campaign. Only through CRM. I can't sort my customers because the custom field is not synced to
GETTING ERROR
Update document template using zoho.sign.updateDocument
I can't find a complete example on the structure to update an existing document in Zoho Sign using zoho.sign.updateDocument. I am calling this function from a Zoho Creator Function. What I want to update is document data and they are text, boolean, and
Community Digest Enero 2025 - Todas las novedades en Español Zoho Community
¡Hola, Español Zoho Community! Año nuevo, misma energía. Arrancamos este 2025 con las mismas ganas de interactuar con todos vosotros en este foro, ¡y en los eventos de Zoho! Echemos un vistazo a lo que ha ocurrido en las últimas semanas y a lo que tenemos
Auto select template when "Send Email" button selected?
I have created a template for Contacts, and I want to have that template auto open whenever the Send Email" button selected on a Contacts page. I know how to do this in Salesforce so I assume in Zoho it would require a custom button on the Contacts page
South Africa VAT
Hi When will you add South African VAT and VAT Reporting to ZoHo Books? The UAE version looks very close, except obviously we would love to directly interact with the South African Revenue Service - but that can come later. Kind Regards Ben
Zoho Kiosk - Products module
I am creating a kiosk to build a new product. The Create Record method does not have the Products module as a choice. What is the procedure to get the Products module into this list?
New in WorkDrive: Customize your WorkDrive layout to your preference
Hello everyone, We are back with another exciting updated for this month. You can now customize your WorkDrive account based on your personal choice using the user preferences setting. Choose a theme, customize view and sorting options for your WorkDrive account, and set a preferred default landing page. WorkDrive currently offers three theme options for you to choose from–Evergreen, Calming Blue, and Passion Red. For the default view, you can choose either List or Thumbnail to determine how
Meetups España 2025: ¡No te pierdas la primera edición del año!
¡Hola, Español Zoho Community! En Zoho, creemos en la importancia de brindar formación gratuita para que saquéis el máximo partido a vuestras Apps de Zoho en la gestión de vuestros negocios. Por eso, en marzo vuelven los Meetups de los ZUGs (Zoho User
SalesIQ Zobot - can't get "Card Wait Time" to work
In Zobot, in any "Send Message" card, there is an option to enable "Card wait time." It gives the option of pausing for between 5 to 10 seconds. I've tried it numerous ways, but I cannot get this function to work correctly. Zobot always zips right through
Forms to CRM - is there a better way of doing this?
Good afternoon, We currently have an onboarding form for our new landlords and i'm struggling to understand the best way of getting the data from the form into the various modules in our CRM system. The process is as follows: 1. Prospective landlord is
Digest Januari 2025 - Een terugkijk op wat er deze maand allemaal is gebeurd in de Zoho Community
Beste Zoho Dutch Community, Een nieuw jaar is begonnen, en we zijn enthousiast om het samen met jullie af te trappen! 2025 brengt niet alleen nieuwe kansen, maar ook spannende productupdates binnen het Zoho-ecosysteem. Of het nu gaat om verbeterde CRM-functionaliteiten,
Do workflow stop working when developing user is deactivated ?
Hi, I have an interesting question of one of my colleague. In Creator, we have this colleague (normal zoho user, not developer) who is developing Forms, Workflows, and Connectors in Creator. When this user gets deactivated, ae connectors and workflow
Connecting Physical Phones to Zoho
Hey everyone, I work for a phone and internet company that's looking to integrate our phones with Zoho. We have physical phones and a softphone that is connected to it Currently our only goal is click-to-dial I've looked through the documentation of PhoneBridge,
WorkDrive IS NOT ROTATING on the Android App as the DOCS App does
The WorkDrive App IS NOT ROTATING on my Android cell phone as the DOCS App does and that was the ONLY way to display the entire folder or file name since the App crops the names in list view. So either find a way to show the entire file or folder name
How to generate Zoho Meeting summary (key notes) via API
Is there any documented API call to generate a recording's summary (key notes)? I couldn't find anything in the API docs This action is available in the web UI and I replicated the API call that the web UI is making, which is (this API call was accompanied
Field Rules are no longer running
Good morning everyone. I have been working on a Creator form for about 2 months now. It's pretty in depth. And I had about 20 or so Field Rules for a workflow. They have always worked fine. Now today none of them are working. I'm so close to being done
Updated Search Bar Will Not Go Away
After searching, the bar results will not go away, and there is no "X" bar to close the results. We've tried refreshing, logging in and out, clearing cookies, and using a different browser. When this happens, we're unable to use the software, which is
Fetch Purchase Orders ( transactions ) from Items in Zoho Inventory
The below code fetches all purchase orders created against an item. Code Snippet: get_pos_against_each_item = invokeurl [ url :"https://www.zohoapis.in/inventory/v1/items/transactions/purchaseorders?page=1&per_page=200&sort_order=D&sort_column=date&item_id="
Add two Facebook Pages under the one brand in Zoho Social
Hi, Our company currently has two Facebook pages and two Linkedln pages. Is it possible to connect these all under the one brand or will a new brand have to be created to add the second pages in? We currently have the Premium edition so adding a second
Tip of the week #41- Save your favorite combination of filters in a single view.
Tired of sifting through endless threads to find the one to work with? Custom views offer the perfect solution. By saving your favorite filter combinations in one place, you can quickly access the threads in your inboxes. Custom views make it easy to
How to set calendar date field start Monday
I have a report displaying record in calendar view. I'm based in europe, weeks starts Mondays. Calendar view shows correct. as shown in the screenshot below To add a record, the form uses a Date field. But this field show weeks starting Sunday. See screenshot
Create and embed custom capabilities across CRM with Kiosk, our latest low-code tool
[6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. As a result, the old help doc links
Effortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive
Updated Search Bar Will Not Go Away
After searching, the bar results will not go away, and there is no "X" bar to close the results. We've tried refreshing, logging in and out, clearing cookies, and using a different browser. When this happens, we're unable to use the software, which is
Zepto Credits are not added for more than 2 days
Hi, It is more than 2 days and Zepto credits purchased by me are still not added to the account and our functionality is broken in application. Kindly address this ASAP
Update Stock Sold
Hi I am sorry to bring this on here but I am really stuck. So I have a form that lists all our products we sell with a field for Purchased Stock and Sold Stock. I have another form for Purchase of Products, which when filled out, updates the Purchased
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