Recent Topics
SalesIQ Tip: Handle Multilingual Chats Without Switching Tools
When you're chatting with visitors from different regions, language is always a barrier. It slows things down, breaks the flow, and makes conversations feel disjointed, for both you and your customer. So, how does Zoho SalesIQ make this better? SalesIQ
Backorder quantity change
New Purchase Order × Almost there, but... Quantity of items in this purchase order is greater than the quantity that can be backordered from that sales order. Why can't I change the quantity of a backorder purchase? It looks like a normal order form and I would like to use it as one because I increased the amount and added some items.
Mail bounces due to bad reputation
Good evening. I'm seeing these errors from both hotmail/outlook and yahoo, as well as hard bounce from Virgin Media and talktalk for some time now. Bounce category: Connection issues Reason: uncategorized-bounce Message: 4.7.650 The mail server [136.143.188.237]
Kaizen #240 - Deal Notes Sentiment Analysis with Zia Assistant API, Workflow, Deluge in Zoho CRM
Hello all! Welcome back to a fresh Kaizen week. In this post, we will explore how to detect negative sentiment in notes added to a deal in Zoho CRM using the Zia Assistant API with Workflow and Custom Functions. Introduction Sales teams capture every
Option for - CSV Export from Pipeline Deals by Stage (Including Products, Companies, and Contacts)
I would like to know when we will be able to export a simple CSV file from pipeline deals, with the option to select a specific stage within the pipeline. This export should include data for products, companies, and contacts, all in a single view. For
Graph style changed in Zoho Sheets
I've been working on a profit sheet. The grouped bar chart has changed from the last time I used it to now. It used to show where the bars started at 0. When I put in a negative number, it went negative past the zero (which is what I want) for only that
Avec le Sandbox dans Zoho Sign, expérimentez vos workflows de signature en toute sécurité
Le changement fait partie intégrante de tout workflow. Un processus de signature implique souvent plusieurs organisations, différentes étapes de validation et de signature, des exigences de conformité réglementaire, ainsi que plusieurs applications intégrées.
ZohoDeskのCloudFrontにおけるSEO課題について
ZohoDeskにてサポートサイトを立ち上げました。 少し複雑な立ち上げ方をしているため、もしご経験のある方がおりましたらぜひご教授いただきたいと思っています。 複雑な状態のため背景含めてご説明いたします。 ●背景 ZohoDeskのデフォルトドメイン(xxxxx.zohodesk.com)をオリジナルドメイン(support.mycompany.com)にして、ZohoDeskにてヘルプセンターを本格的に立ち上げました。 ただし、古いサーバーのURLをこのZohoDeskの新サーバーにリダイレクトさせるために、CloudFrontのCDNを仲介しており、support.mycompany.comのオリジナルドメインの実態はCloudFrontに紐づいている状態となっております。
【参加受付開始】Zoho ユーザー交流会、東名阪3都市で開催|事例×AIセッションでリアルなZoho 活用を学びましょう(参加無料)
ユーザーの皆さんこんにちは。Zoho の中野です。 6月に東京、大阪、名古屋の3都市で Zoho ユーザー交流会 NEXUSを開催します! 本日より参加登録受付開始しましたので、ぜひ以下よりご登録ください。 3都市それぞれ異なるユーザー事例をご用意。またAIセッション(Zia やZoho MCPの解説)も予定しています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー 🟠 Zoho ユーザー交流会 NEXUS 2026 📍 大阪|6月4日(木)18:00〜20:45
Prevent accidental duplicate entry of Customer Ordersome
Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms
Project's Activity Stream Needs to Include Task Comments
When inside a Project, and clicking Dashboard -> Activity Stream, we see all Comments but we don't see any Comments posted within Tasks. We need to see Task Comments as they are equally important when viewing an Activity Stream so that we don't have
What is the maximum length/size of a presentation on Apple TV?
Hello, I have a presentation here that I regularly show on Apple TV. It’s always the same presentation, which keeps getting longer and more extensive over time. Almost every slide contains a graphic or photo that takes up the entire slide. That means:
Portal Module Permissions
I am setting up a portal for some of my clients. Part of that process is for them to add new contacts and new accounts and generate a quote for those new contacts and accounts. I have tried to add the accounts module so they can add new accounts when
No Way to create SFTP Connection in Zoho Flow. Can do this in Zoho CRM but not In Zoho Flow
Zoho Deluge has an integration task for SFTP but there is no way to create a connection in Zoho Flow so you can't execute and SFTP step in a custom function in Zoho Flow because it requires a connection for SFTP step :(
sub items or sub totals
i need to make invoices that show detailed list of items but not individual prices how could i make an item that would group other items, this parent item having as rate the sum of the sub tiems rates ? alternatively without creating a parent items i would like to have a subtotal that would hide the single items indivdual prices ? eg eggs 4 butter 250 g flour 250 g sugar 250 g subtotal ( or parent item) cake
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?
Next Page