Recent Topics
Customer Deposits
Hi, Our company is required to close month end as part of our reporting processes. A major challenge we have is with constant shifting in AR and customer deposits. When we receive payments in advance of an invoice or without guidance to specifically which
Customers would like to add tips when paying in Client Portal
I am happy with the clean interface of the Client Portal. However, I am running into a challenge: my customers would like to be able to add tips/gratuities when making payments. Currently, this is very clunky because they have to 1) manually over-pay,
Get file content
Hi guys, How do I get pdf file content content as text string from the file variable below (Is this even possible?) file = zoho.sign.downloadDocument(zohoSignId,"zohosignattachment"); I need this because I need to push the document to an API in a POST
Custom Email Template in Drop Down in Customer Record
In a dropdown on the customer Record there is the ability to send manual emails for topics like request payment information. Is there a way to add additional manually sent email templates (would be a new one) from that same drop-down?
Parent-Child BETA Notifications
Hello there !! Following our testing with the ZOHO Parent-Child BETA version , we saw that notifications are being sent out in the Parent and with all the x number of child tickets created. Same during the closure. i.e the customer is bombarded with emails
Introducing hiring manager reviews in Zoho Recruit
We are thrilled to announce a groundbreaking update to our Corporate HR Edition that streamlines your hiring process like never before. Say hello to our enhanced version of Candidate Submissions and Hiring Manager Reviews, designed to make your recruitment
Is Zoho CRM able to do this?
Hi, I am looking at a new option of CRM for the company I work for and I am specifically looking into Zoho which seems to be a powerful tool (with Zoho One) but there are things we’d like to be sure we can do. 1. I understand that if I import contacts,
Zoho CRM Customer Portal Pricing Question
Hello, I am trying to find out about the pricing for a portal that will be used for the contacts and a custom module. My client needs to use a customer portal for 15k users that will display the contact details and some informations to a linked custom
Mark up column
Is there a way I can add or change the discount column to a mark up column (which would allow me to add a % to each line item?) in estimates and invoices?
Vendors
Our company uses contracts for vendors. However, it doesn’t appear that Zoho sign installs a button in the vendors module. I assume the only way that I can add this to vendors is if I create a custom button. If so, what’s the url?
Add Actions for Managing Shared Mailbox Access in Zoho Flow
Hi, I hope you're doing well. Currently, in Zoho Flow, we can automate various actions related to Zoho Mail, but there is no action available to add or remove a user from a shared mailbox. Feature Request: We would like Zoho Flow to include actions for
Add Zoho One Groups/Departments to Shared Mailbox Access
Hi, I hope you're doing well. Currently, in Zoho Mail, I can manually add specific users or the entire organization to a shared mailbox. However, there is no option to add Zoho One groups or departments. Feature Request: We would like the ability to assign
Z Books ability for customersto enter their own orders?
Currently we are using brand X, quickbooks but are looking at moving to zoho books. We use zoho office and CRM and email and INvoice If we use Z Books, can we set it up so each of our customers/dealers has a login which gives them limited functionality of Z books, but does let them enter their orders, and print out the orders as they are entered? Currently everyone enters their orders into their own software of choice (excel to scrawled and faxed paper, to an email) which we then have to re-enter
¡Entradas para Zoholics 2025 ya a la venta!
¡Este año Zoholics vuelve a lo grande! Prepárate para conectar, aprender y convertirte en experto en Zoho en nuestra convención de usuarios que tendrá lugar del jueves 2 al viernes 3 de octubre de 2025. Nos vemos en el icónico IFEMA de Madrid, donde ocuparemos
How to Customize the Member Portal Login Page?
Hi everyone, I am currently using the default member portal login page for Zoho Commerce, but I feel it looks quite plain and doesn’t align well with my brand's style. I would like to make it more visually appealing, possibly by: Adding custom colors
Enable Email Reply to Clients from Session End Window in Zoho Assist
Dear Zoho Assist Team, We would like to request an enhancement to the Zoho Assist – Zoho Desk integration that allows agents to send a direct email reply to the client when ending a remote session. Current Limitation Currently, after completing a Zoho
Storage Limit Alert Notification for Zoho Assist
Dear Zoho Assist Team, We would like to request a new feature that provides automated alerts when our recording storage is nearing its limit. Current Limitation Currently, Zoho Assist only displays a notification within the console when storage is approaching
clients not receiving invoices bounce back
every invoice i send , gets a bounce back not delivered & client says not received ? they seem to receive reminders on the same e mail / details ? very annoying
Styling for Subform Fields using client script
Currently we can add styles to list and detail page for fields using .addstyle in the Client Script But that is missing for fields of Subform We would really like the feature to addstyle for subforms in the detail page Can you please consider adding it,
Saving Submission forms to workdrive dynamic folder
Hello, We have a form that is set to save each submission as a PDF to Workdrive. HOwever, it seems I can only save to one folder below the Teams Folder. This is problematic because we arrange teams folder in a 3 level structure. I would like to save the
Upload An Attachment in Zoho Projects Task - API
Hello Team I am trying to upload an Attachment in Zoho Projects Task by the API but this is not working can you please check the code that I am missing in this? Sample Code PortalID = "725833080"; ProjectID = "1688514000000448005"; TaskID = "1688514000000558005";
Why a limitation of 10 items in the 'During Transition' of a blueprint?
I want the transition owner to add some values for specific field while performing the 'During transition' button. However, I want them to fill out 12 fields, but I'm not able to save the blueprint because there is a limitation of 10 items. Why is this
How to list Expenses that have not been matched to a Bank Transaction
In ZoHo books I use expenses to record invoices I receive. I know I should probably uses Bills for this but Bills was not available in the Free edition I initially used. When I upgraded I contunued to use Expenses. I'm trying to find a way of listing
Full Hebrew Language Support for Client-Side Zoho Assist Interface
Dear Zoho Assist Team, We would like to request an enhancement to Zoho Assist's client-side interface to support full Hebrew language customization, including all popups, notifications, and session-related messages. Current Limitation The Join page allows
Introducing AWS authentication for connections in Deluge
Hello everyone, We're incredibly excited to announce the all-new AWS authentication for connections in Deluge! This highly anticipated feature simplifies connecting to Amazon Web Services, opening up a world of possibilities and allowing you to seamlessly
Automatic Transfer of Zoho Assist Session Recordings to External Storage
Dear Zoho Assist Team, We appreciate the session recording feature in Zoho Assist, which automatically saves recordings to the cloud once a session ends. However, we would like an automated way to transfer these recordings to external storage, such as
Job Schedule: How many hours are planned on a project (in a given time span)
HI, where do I find the scheduled hours (or days) for a project in a given time span? Thank you!
Zoho Projects - New App Logo
Hello everyone! In the latest version(v3.9.24) of the Zoho Projects Android app, we have updated our app logo. Please update the app to the latest version directly from the Play Store or using the link given below: Zoho Projects - Play Store Should you
Como notificar a los clientes que los articulos que intenta comprar en tienda virtual no son suficientes.
Cuando algun cliente en nuestra pagina intenta agregar articulos y se excede en el numero que tenemos en stock, la plataforma no le deja agregarlos, quisiera saber si existe alguna manera de notificar al cliente que los articulos en cuestion no son suficientes
Full Email Whitelabeling for Zoho Assist Emails
Dear Zoho Assist Team, We appreciate the ability to customize Zoho Assist emails, including adding our own content to the email body. However, we have encountered a limitation that prevents full white-labeling of these emails. Currently, while we can
Cannot manually remove leads from a cadence
Hello, I've been trying for a long time now but cannot find the list of associated leads with a cadence and manually remove any leads from a cadence, please help!
Blocking an email address
Hi How do I block an email address in my Zoho mail? Thanks Brian
Request for a Product Demo – Zoho Solutions
Dear Zoho Support Team, I hope this email finds you well. I am interested in exploring Zoho’s suite of products and would like to request a demo to better understand their features and functionalities. Could you please provide details on how I can schedule
Have do I have multiple email accounts under one zoho account?
I want to use zohomail as mu email server. I have three domains... email@domain1.com is already setup as a maillist subscription and working perfectly. It is setup so that anything sent to domain.com goes into that mailbox as a catchall I have two more
لا تظهر لوحة التحكم في حساب البريد الخاص بي وعند الدخول عبر لينك يظهر خطا ليس لدي صلاحية الدخول
لا تظهر لوحة التحكم في حساب البريد الخاص بي وعندلا تظهر لوحة التحكم في حساب البريد الخاص بي وعند الدخول عبر لينك يظهر خطا ليس لدي صلاحية الدخول الاشتراك السنوي الخاص بي ينتهي ولا يمكنني التجديد الان The control panel does not appear in my mail account,
This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
I get the above error when trying to create a new distribution list in the web app. I have seen may similar issues in the community, and it appears that something needs to be updated in the back end. Can you have a look at my account and ensure that it
Cliq meeting attendee kicked out when cancelling another call.
Hello all I have a member in my organisation who is experiencing the following issue; When they are present in a Cliq video meeting and another call comes in from in a different app such as WhatsApp or native phone app, when they try to cancel the other
worrying announce
Hi when I open the e-mail box, I can read an "error announce". ("ops ! si è verificato un errore riprova") If I do not mind and click on any of the boxes it correctly works. Can you avoid this " error announce" to appear ? Thank YOU
How to void partially paid bill?
Hello. I have following problem and can't figure out how to solve it. I created a bill from vendor for 180gbp for purchase of some items. It was partially paid (60gbp) and so far so good - 120gbp overdue and items were successfully added to inventory
Error 553
Hello how are you? I'm having trouble sending email. This message appears whenever I try to send an email. I'm receiving emails normally, but I just can't send them
Next Page