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• Slicers are now available in Zoho Sheet—filter your data interactively

  At Zoho Sheet, we diligently track user requests and feedback. In line with this, based on extensive user requests, we've integrated Slicers to pivot tables and are delighted to announce its release. Slicers are interactive visual filters that have add,

• Check out the new Checkbox in Zoho Sheet

  Checkbox, the simple GUI widget that lets you choose between two mutually exclusive options i.e Yes or No, is now in Zoho Sheet. Having made it across the web, Checkbox is familiar but is still elusive to most spreadsheet software. Special developer ribbons, macros and all other complexities to add a checkbox to a spreadsheet? Not in Zoho Sheet. How to add Checkbox to Zoho Sheet? Adding a Checkbox in Zoho Sheet is simple. Select a cell/range and choose "Checkbox" in "Input Controls" under the Format

• Format and analyze spreadsheet data with Zoho Sheet's Table

  While a spreadsheet helps you compile data for easy analysis, formatting helps make your data more comprehensible. We are happy to announce the release of Table, a crucial tool for improving data formatting in Zoho Sheet. More than a formatting tool,

• Introducing Data Bars: Graphically represent changes in data within the cells

  Conditional formatting has helped millions of spreadsheet users analyze and highlight their data more efficiently. In addition to the classic rules, color scales, and icon sets available in Zoho Sheet, you can now apply Data Bars, a convenient method

• Zia in Zoho Sheet now makes suggestions on conditional formats, picklists, and checkboxes

  Zia, Zoho's popular AI assistant, has been helping users succeed across Zoho applications since inception. In Zoho Sheet, Zia helps users efficiently build reports and analyze data with recommendations about data cleaning, charts, and pivot table. Also,

• Recent Topics

• Can You Check To See if People Opened Emails?

  Is there a way to see if someone opened up your email? Or to see what they clicked on it and/or if they forwarded the email to someone else? I'd be nice to have access  to that and have it automated so you knew when they looked at it, etc.

• Understanding Goals

  How do I set A/B Test goals to trigger and add to conversion when someone visits a specific page? Example: User visits: domain/landing-age … and then goes to domain/subscribed (trigger conversion) … and then goes to domain/store (trigger conversion) …

• Zia & Zoho Recruit: A Recruiter's Dream Team!

  Finding the perfect candidates for a job opening is now more straightforward than ever with Zia’s Candidate Matches. Zia understands candidates as humans with career profiles instead of a string of keywords. This enables her to find “the perfect match” for your job openings as she can match their experiences, skills and proficiencies with the job’s requirements and grade them accordingly.  Assume you have 100 candidate records and five active job openings that all 100 candidates are eligible for

• Migration Wizard not available - trouble importing opening balances from Wave

  Hi there, I have signed up for Zoho book from Wave and initially imported some data (customers, chart of accounts) using the Migration Wizard. Now I am at the beginning of the new financial year and wanting to import more data such as opening balances. 

• Manage different delegated expense accounts from mobile app

  Hello, I have several expense accounts of my company delegated, but from the mobile application, I can't find the option to add or choose any of the accounts I have delegated. It only gives me the option to register expenses with my account. From the

• Zoho Marketing Automation 2.0 - Landing Page function not working

  Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me

• Error 550, no such user here

  Hey guys My web developer has recently updated my website DNS records, and since then I am getting that error daily "like 20 to 25 times a day" what can I do to rectify this plz?

• Dynamic integration of ZOHO CRM Data into ZOHO SHOW

  Hello, We are making offering with good design on ZOHO Show. A lot of data in those offerings are filled with Data present in ZOHO CRM (Account name, Name of the deal, Amount of the deal...etc). Thus could we push (in API ?) specific data from those fields

• changing cell background color in table!

  Hi How can i change the cell background in table? regards sh.z

• zoho.com account was automatically added to the zoho.com Azure Entra ID user directory

  Update: It appears this happened in late 2017. I tried to find another way to communicate what is a pretty significant issue. I discovered that there exists a zoho.com Azure Entra ID tenant. If I try to use my zoho.com account in my organization's Microsoft

• Collecting lead through zobot and posting it to zoho crm

  We have integrated whatsapp with zoho salesiq. So when a person chats in our official whatsapp number that chat will be handled in salesiq platform. But we also get potential leads through this chat, but not all chats are leads. To address the issue we

• Calculate End Date based on several fields and factors

  Hi all, I was wondering if it is possible to achieve this thing with Formula Field or Function: We have several fields that needs to be taken in consideration when calculating End Date. Relevant fields are: Meal Start Date (Date Field) Meal End Date -

• Searching within Workdrive in Entity pages

  Hi I have a great idea. It would be great if the Workdrive section of the Account, Contact, Deal etc pages had a Search box next to the title so that one could easily filter the files. We're finding that some of our Accounts/Deals end up with lots of

• GoCardless- Mandate Sync.

  We are more than happy to announce an important update to our GoCardless integration. The latest update will automatically fetch the direct debit mandates of the existing GoCardless users to Zoho Invoice accounts, and you can start collecting payments

• Zoho Creator Upcoming Updates - October 2024

  Hello all! We continuously strive to enhance and improve Zoho Creator with new capabilities. Continuing with this journey, we're excited to share the latest developments and progress with you. Now, let's dive into the updates for this month: Widget JS

• MX records are correct, however MX verification fails

  Our MX records are configured correctly, however the MX verification step fails. Please see the attached screenshot. The domain is framer.ly We know the configuration is correct because we have been using Zoho for a number of years, however we accidentally

• IMAP not syncing

  Since yesterday (at least that's when I first noticed it) my IMAP clients on my MacBook and iPhone aren't syncing properly with Zoho. Looking on webmail I see messages from today that are just not appearing in my mail client on my devices. It just seems

• Thunderbird no longer receiving emails

  Since 8.15 am yesterday. Three machines all running Thunderbird. Three different ISP's. Emails in inbox are no longer downloading (sporadically they do then stop again). I can send but messages do not appear in the sent folder. Webmail working OK. Android

• Creator Simplified #8: Calculate business hours between date-time fields in Zoho Creator

  Hey Creators!It's time to learn something new and simplify your app development journey with Zoho Creator. Requirement Calculate business hours between two chosen date-time inputs. Sample Use-case In a Project Tracker application, the team lead selects

• Video streaming on Zoho Creator

  I used the video upload field in my form for my public users.  Upon recording and uploading their video, I am able to view the videos in my apps. The issue I am currently facing is that the playback of the video is very slow.  Every few secs, the playback video would pause and a circular image would appear suggesting that the video is still being downloaded.  My video file is only 1 min long and is about 20MB.  My connection to the internet at the point of testing is around 32Mbps (download speed).

• Webinar - Holiday Marketing Hacks | Zoho LandingPage

  As the holiday season approaches, it’s the perfect time to refine your marketing strategies and prepare for the influx of shoppers looking for the best deals and offers. To help you navigate this bustling time of year, we’re hosting a special webinar

• Lay-out rules without a blueprint

  Is it possible to implement lay-out rules within a blueprint? I want that the field 'Intermediair' only appears when the value of 'Type klant' = 'X'. Besides, I want that a new record in the 'Onboarding' module should be created ONLY when 'Type klant'

• Power of Automation: Seamless Task and Issue Id Prefix Alignment with Project Prefix Id.

  Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

• Money Lending Operation - Simple CRM with Action calls

  Please check the attached PDF. Please provide a timeframe, proposal and rough sketch on what you can do. You're welcome to remote into our PC to get a look at the current CRM structure and see what needs to be done. Thanks! Budget : TBD | Duration : One week To leave a private message, please click the link for private response in post Action section. Download Attachments

• Not able to add custom fields data in zoho books contacts with deluge script

  Hey here i have written the deluge script in zoho crm to send data of contacts in zoho books but only contact_name is getting entered in zoho data vendor_data = Map(); vendor_data.put("contact_name",beneficiary_record.get("Name")); vendor_data.put("email",beneficiary_record.get("Email"));

• Zoho books reporting API

  How to get the Zoho books reports using API. I need to get various zoho books reports.

• How to refund for multiple Credit Notes to a Customer.

  I have a situation where in there are multiple credit Notes for a customer. How can i select all the credit notes and do a single refund.

• Zoho Books-Accounting on the Go Series!

  Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.

• One form, two modules

  I want to create a form for Zoho CRM that will retrieve information from two modules - Contact and Deals. Is this possible? If so, how can I accomplish this? Thanks

• Modify the way a phone number is shown in footer on ZOHO Booking Page

  The default display of the phone number field in the footer is not customer friendly - See image below. We would like it to use the accepted standards of phone number display: +61 (0)2 88545440, or allow us to choose. At the moment ZOHO Booking sets how

• Show ordered quantity on packing slips and invoices

  Hello Is there any way possible to show the original ordered quantity of an item (as recorded in the sales order) on subsequent package slips and sales invoices, so that these documents can show the customer the ordered qty vs the qty being currently

• Project Statuses

  Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them

• How to know account verification mobile number

  How to know account verification mobile number

• Native Barcode Generation in Creator

  Hi all, I saw somewhere in a release announcement that Creator was going to add native Barcode/QR code generation, which was suppose to happen earlier this year. Anyone out there have any insight into how much further out this is? Thanks!

• Saved Searches and Tags

  Hello. Perhaps I am overlooking this, but it would be very helpful if the saved searches permitted 'negative' values (e.g. "Does Not Have). For example, I have a saved search where emails that have a certain tag (Client Tag) are presented in a saved search.

• Accounts Receivable Balances Differs in Balance Sheet, Customer Balance Report, AR Ageing Summary, and AR Ageing Details.

  Hello Zoho Accounts Receivable Balances Differs in Balance Sheet, Customer Balance Report, AR Ageing Summary, and AR Ageing Details. Please clarify and fix the issues here. Thanks

• Sharing Newsletter from Past Campaign when I don't have a list

  I have created and sent a campaign (i.e. a newsletter about my blog-articles). The campaign was sent to "segments" I'm trying to post a link to past newsletters, but as best as I can tell, to create an "Archive Link" you must select a "List" I got to

• POP/SMTP access authentication failed

  I am unable to log setup outlook for my zoho mail account. I am using these settings pop.zoho.com port 995 SSL poppro.zoho.com port 995 SSL smtp.zoho.com port 587(tls)/465(ssl) username/password works on mail.zoho.com but not with POP access. Can you

• Workflow for a whitepaper

  Hi, I would like to set up a workflow for sending a white paper. First, the user should register using a form. They should then receive an e-mail confirming their e-mail address and consenting to their data being used (double opt-in). If they confirm

• Add the possibility to reorder rules

  Right now rules are automatically ordered as they are added and they cannot be reordered. An example scenario where I find this is often needed is when working on more complex forms that have many fields and rules. As the form gets created and even after

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