Recent Topics
Syncing payroll from Gusto to Zoho Books
We use Gusto for Payroll and will not be changing that. We are new to Zoho Books. We checked before moving to Zoho and saw an integration with Gusto https://gusto.com/product/integrations/zoho-books. We assumed this would sync payroll data from Gusto
Zoho Books Price list associated to a cusomer
how we can associate a price list to a costumer? pls don't send me to your FAQ section (Associating Price List to a Customer:: Knowledge Base | Zoho Inventory) nothing it's explained and there no place where we add price list to a customer
Attach image from Creator Subform to Deal
Can anyone help me figure out how to attach an image from a creator subform to a Deal? I have read through all of the documentation and can't find anything for my specific scenario. Everything I have found is attached from the Creator form (not subform)
Getting duplicate messages saved to 'Sent' folder
When I send a message from Android phone (K-9) imap client or when I send a message from Windows using Thunderbird, two identical copies of my outbound message are saved to Sent folder. When I send a message from zoho web mail page, I believe there is no duplicate of my outbound messages. Have I misconfigured something? What do I need to do to fix it? thanks! Linda
Setting recurring tasks and reminders in tasks module are enhanced in Zoho CRM
Hello everyone, In this post we will brief you on the enhancement in creating a recurring task and setting up reminders. Let's take a look at the what has been changed. Recurring tasks can be set using Due Date Earlier, to create a recurring task you specified the Start Date, End Date, and the appropriate Repeat Type. Now, the start date field is removed and instead you have to specify the Due Date. The task will be repeated based on the mentioned due date. Custom repeat types can be configured
Populating Lead ID in Deal Record
I’m trying to create a unique identifier to match deal and lead reports, and my plan was to use the Lead ID as the key. However, I’m having trouble figuring out how to get the Lead ID from the lead record into the deal record during the lead conversion
Home Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open Activities
Unlocking New Horizons: A Year in Review
As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,
Zoho Books | Product Updates | October 2024
Hello users, We're back with fresh feature updates in Zoho Books. Starting from associating an applicable period for TDS taxes to minimised tab view for web tabs, discover the latest enhancements that will streamline your workflow and elevate your accounting
How can i get and update Multi-Select Lookup field through API?
Hi! How can i get and update Multi-Select Lookup field through API from/in Custom Module?
End of Support announcement for macOS 10.9, 10.10, 10.11, 10.12, and 10.13
Dear Customers, We would like to inform you of an important update regarding our support for legacy macOS operating systems with Zoho Assist. Starting May 1, 2025, we will officially end support for macOS versions 10.9, 10.10, 10.11, 10.12, and 10.13.
How can we find an expert in Zoho Loyalty Program Thrive?
Hello everyone, We are looking for a Zoho expert to help us set up Zoho Loyalty Program Thrive for our e-commerce store, aiming to increase customer loyalty and encourage repeat purchases. We need someone with experience in: 🔹 Setting up and customizing
Tip of the week # 40 - Customize your sidebar for easier, more efficient inbox management.
Is a cluttered sidebar slowing down your work and making it harder to focus on what’s important? Zoho TeamInbox allows you to customize your sidebar to fit your needs, making it easier to manage your shared inbox. You can temporarily hide thread views
INVALID_DATA Error While Setting Date Field in Client Script of Details Page
I am trying to detect the Stage change on Details(Standard) page (with the stepper section), then update Stage_Updated_At (Date) field with today's date. Thanks to @Ishwarya SG 's direction, I found this topic and I managed the first part
Writer Merge and Sign OAUTH API Call error.
Trying to send a request to the Merge and Sign API. I keep getting "Merge data not found. Please try again with proper merge data." Request is sent via JS axios call. We use the same exact data inside a CRM function and everything works. Followed the
Archive Option in Conversation View
Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just
Cases module mail merge
Hi Guys Is it possible to use fields from the cases module within the word mail merge ? I dont see this option in the word mail merge application. Thanks Chris
Limiting Knowledgebase Access To Logged In Users
Hello, how can I restrict access to our Knowledgebase to only logged-in users? Our KB is not meant to be accessible to anyone. However, anyone can create a ticket. Thanks! Frank
Time field is empty text in pivot chart report
Hello all, I am currently trying to create a pivot chart, where the y-axis is supposed to be a total sum of time. The problem Im facing however is actually using the field, where my metric is stored. It shows up as a simple time field in the form builder.
Creating Packages
Hi I am trying to create a database for my company. I need to create packages from individual products. I have added products ie item 1, item 2 and item 3 I need to create a package where Package A will have items 1 and 3 Lookup only adds one product
DELETE EU VAT ID FORM MY ACTUAL INVOICE ADDRESS FROM MY ACCOUNT
WE NEED TO DELETE (NOT CHANGE) THE EU VAT ID FROM OUR INVOICE ADDRESS. WHEN WE TRY TO LEFT IT BLANNK, AGAIN SAVE THE OLD EU VAT ID. YOU ARE SENDING US FALSE INVOICES WITH FALSE DATA
How do I enforce MFA for all agents in Zoho Desk
We use Zoho Desk. Enabling MFA is an option at the individual user level - so they can enable/choose MFA for themselves or not. We need to enforce MFA - so there is no option. How is this done?
Can't connect Instagram to Facebook to work in Zoho
I'm pulling my hair out here. I know this is not a problem with Zoho, really. But since Facebook provides absolutely NO support for their own products, I was hoping someone here can provide some insight or help. I cannot for the life of me get my Instagram business page to connect to my Facebook page. I have authenticated fine, but after that, trying to connect the page to the Instagram profile never works. I've spent hours upon hours researching and going through the steps over and over, but something
Twilio with Zoho CRM
Hi! We want to integrate Twilio with Zoho CRM and Bookings. On Zoho Market Place, the only integration with Twilio that allows calls, is one made Ulgebra. Is there any other integration? Either native from Zoho or Twilio? If not, as anyone tried the one
Option to Disable Automatic Email Notifications in Zoho Writer
Dear Zoho Writer Team, In Google Docs, there is an option to disable email notifications when granting access to a document. This feature allows us to share the document's link manually through our email instead of relying on the automatic notification
Making blog for members only
Is there a way to make the blog page in Zoho Sites members-only like you can with every Zoho page through the "Access Restriction" settings on a per-page basis? I want a few of my pages to be accessable to the public but for the blog to be private until they sign up.
No upgrade path from Zoho Workplace to Zoho One
Is anyone able to assist with upgrading from Zoho Workplace to Zoho One? There is no clear upgrade path. Thanks.
Integrate Webflow Newsletter Submission in Zoho
Hi, My website is built with Webflow, and I have a popup for newsletter subscriptions. I would like to integrate it with Zoho so that email addresses are automatically added to Zoho, allowing me to create a weekly newsletter. I’m very new to both Zoho
"you are nto allowed to delete and contacts.." and other issues
"You are not allowed to delete any contacts as you have already exceeded the maximum limit to delete contacts from this org. For further details, please contact our support support@zohocampaigns.com." I am trying to delete all contacts to start fresh. Every time I try to delete anything the message above is what is received. The ones that have been deleted already do not re-sync, so I want to start from scratch. Please advise!
Deals Stage Change From Stage Stepper Not Detected by Client Script
Dear Zoho Community, I am utilizing the Client Script to detect Stage changes in the Deals module. Once the stage changes, I update another field with the current date. I noticed that, when a user clicks one of the stages in "Stage Step" section in the
Can not delete any more contacts
Hi There, I have been testing Zoho Campaign (Free Version) recently & find it quite okay for a while. Try to delete the contact list but it seems that I can't delete it anymore. (Reach maximum limit) Is there any way for me to delete it without asking
Add option "Avoid custom home pages" to profiles
We need our sales agents and members on each department in general to keep the same Home designed by their Managers. Let all users to create custom home pages is a huge mistake. The homepage creation must be limited by profile so only Managers are allowed
Copy Creator file field to CRM file field.
Hello, I am trying to transfer the content of a Zoho Creator record afer form submission to a new CRM deal record with a deluge form worklfow. I am trying to see of I can transfer the files fields. creationMap = Map(); if(Revendeur == "IEL Technologie
How to create Business initiate chat in Whatsapp SalesIQ
Hi, is it possible for us to create a business initiate message to our customer via Whatsapp SalesIQ? We need this feature to create Whatsapp Campaign for our customers. Thank you
Allow a brand to connect multiple facebook pages at the same time
Our company have multiple facebook pages to represent, every branch, right now we can only link one facebook page, so we can only recive messages from one branch. It would be nice to be able to connect all pages.
Visitors sending message via Whatsapp are not saving on contacts
Visitors who sends me messages from Whatsapp when i finish the chat do not populate on contacts, how can I add them as contacts?
Email alias to create task in a specific task list
How do you create a task by emailing the email alias to a specific task list? I just tested this, and it just created the task in a 'General' task list - 'General' did not exist before so it has created this. A project might have multiple task lists and
Unable to add custom fields as columns in projects table
We have new products set up as projects, with the project name being the SKU. And then a custom field in this project template is the name of the product. I need a way to show the name of the product as well as the project name (SKU) and I am reluctant
Linking Two Existing Organisations
Hello all, I want to link two existing organizations in Zoho CRM / Zoho One. The goal is to be able to switch between them easily on the mobile app and in the web. No integration, sync, etc. The problem is that most of the articles I read requite that
CRM portal: no Create/Edit options available for custom module
I'm experimenting with setting up a CRM portal. I'm not able to select Create and Edit permissions for a custom module, even though the data sharing settings for this module has been set to Public Read/Write/Delete. What other settings do I need to enable
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