Tips and Tricks #02: Create stunning sales chart in a minute.

• Topic Participants

• Balarohini Paulraj

• Sticky Posts

• Tips and Tricks #08: Lock and unlock objects in Zoho Show

  Hello everyone, Here is a tip about just one of the many interesting tools in Zoho Show.  Let's say the marketing and design teams are working together on a product launch. With multiple people working on this shared presentation, and rushing to get it

• Tip and Tricks #01: Take your text for a spin

  Hello folks, Zoho Show's all-new, clear, contextual interface was a great update to an already great product, so we thought you might appreciate some help putting it to good use.  Following this release, the Zoho Show Community is happy to launch  Tips

• Tips and Tricks #06: Animate text at the paragraph level on Zoho Show.

  Hi guys!   We're back with another Show tip! Before we jump into it, let's read through a quick scenario first.    Say you have a slide with a list of bullets and paragraph levels to present to your audience. The second it's on the screen, your audience

• Tips and Tricks #05: Add pictures as comments within a slide.

  Hello everyone,   We're back with a new Show tip.  In today's post, we'll look at a more interesting way to comment and collaborate on a slide in Zoho Show. ​ No matter where your colleagues are in the world, using comments to share opinions or give feedback is

• Tips and Tricks #07: Crop a Picture to Fit a Shape

  Hello everyone, Whether you're designing an adventurous photo collage, your company's brochure, or simply a team introduction for new hires, images always play a crucial role in making your presentation look interesting and interactive.    To help spruce

• Recent Topics

• Trying to integrate gmail but google keeps blocking Zoho access for integration??

  hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this or

• Which attribute in Zoho books invoice api represent branch attached to the invoice?

  Hi Zoho Team, We have done the integration with Zoho Books API. While fetching data from Invoice API we want to get branch value attached to the invoice. We could not figure out which field in "Get an Invoice" api represents branch value attribute. Thanks

• How to Billed from two different GST Numbers

  How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?

• How to hide Predefined views

  Hi, I would like to know how to hide: Predefined views and Recent views or some records from this list. If I'm using it form iPad I have to scroll to see User created views. Or maybe it's possibility to move User created views on the top. All the best,

• Is it possible to trigger the review process when a record is edited?

  Hello, I need to trigger a review process whenever a field is updated to a specific value. This field is empty when the record is created and is only filled later. I know the approval process exists, but that's not what I'm looking for in this case. What

• How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

  Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.

• Deleting Views

  How do you delete views? Please syd

• Fixed Assets

  Where would I manage my fixed assets

• Create a purchase order in vendor's currency

  I am having a problem working this out and would appreciate some suggestions. We have Books and Inventory working in tandem. We are in Australia, our product is sold in Australia in $A and obviously all our invoices, accounts and reports need to be in

• Report on Assets

  Hi,  Is it possible to report purchased assets on a specific year? The Balance Sheet shows everything up to the current date, and the expense reports will not show purchased assets because they are assets not expenses. If it is not possible, then is it possible to setup an API connection with Books to extract data from to another Reporting application?

• Purchase of Fixed Assets

  How can I record the purchase of assets using zoho books? For example, I purchased 4 laptop for 100000 $ each and paid it through my bank account. How can I record this transaction and maintain track of how much of the assets I bought?

• Where is the Fixed Asset Register?

  I am a Zoho One user for 18 months, using invoicing and CRM and now ready to migrate my books to Zoho Books. Where do I keep the fixed asset register for the equipment that I use in my business? I have a service based business with a lot of gear and business

• Fixed assets recording

  Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal

• Zoho CRM functions editor is not in the programming language deluge

  I am trying to write a function for a button. I helped someone before in deluge and I'm using this new editor I'm not familiar with - I guess it is new. Why is the default code statically typed? The editor will not let me create a variable without a type.

• [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

  [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call

• Multi-Select lookup field has reached its maximum??

  Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

• Kaizen #168 - Incremental Authorization

  Welcome to this week's post in the Kaizen series. In this post, we will discuss Incremental Authorization. What is Incremental Authorization? Incremental Authorization is an OAuth strategy that allows a client to request specific authorization scopes

• Configure Notes Title for Blueprint Transition

  It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the

• An update to improve email delivery | Email Authentication & Relay

  Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Recruit account. Effective 31st December, 2024, emails sent using email

• How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

  Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.

• Stop adding Default ID column to xls exports

  When anything is exported to xls, Zoho adds a column with an ID.  WE DO NOT WANT THIS COLUMN.  We use an automated report to a team.  We have our own tracking number.  1. This makes the report messy, it just pushes OUR data off to the right.  2. We have

• Automation#25: Move Tickets to Unassigned When the Owner Is Offline

  Hello Everyone, Welcome to this week's Community Series! 'Tis the holiday season—a time when work often takes a brief pause. The holiday spirit is in full swing at Zylker Techfix too, with employees taking some well-deserved time off. During this period,

• Zoho cases and remote work api

  How to use zoho cases listing api? When i try to hit the endpoint specified in the docs , i get the error : the page you are looking for does not exist with a 401.

• Calendly does not show scheduled Meetings

  I use Calendly as my standard booking tool, but no matter what I am doing, Calendly shows any appointment as free (when in fact there already is an appointment in CRM Calendar or Zoho Calendar). Drives me nuts - cannot go away from Calendly due to various

• Delete Field that is used in a Zoho Flow connection

  I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted

• I want the currency in my account to be Mexican pesos.

  Hello, I am a Mexican citizen and live in Ukraine. When I registered to your system, it was seen that I was from Ukraine, so the default currency is Euro. This is causing me a problem. Please change the standard currency in my account to Mexican Pes

• Directly Edit, Filter, and Sort Subforms on the Details Page

  Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

• Year-End Wrap: Don't rewrite - Switch to Email Templates

  As we're half-way through December, now is the perfect time to start sending out festive greetings. Whether it is to your clients or your team, it is important that every mail is tailored to the recipient and feels genuine, which allows you to make better

• Elevating Email Security on Zoho Desk: DKIM Now Mandatory

  Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we prepare to welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory

• How to view shared mailbox in Outlook

  How to view shared mailbox in Outlook or in another software

• Clear String field based on the value of other field

  Hello everyone, We would like to be able to clear a string field (delete whatever has been written and make it empty) when another field (picklist) is changed to a specific value. While I can empty other types of fields, I noticed that I can't do this

• Necesito el código ZB para mi cuenta

  Hice cambio de servidor y no encuentro el codigo unico de cname.

• Privacy error

  Privacy error on Chrome for all embedded forms and reports, this is a huge issue: "Your connection is not private Attackers might be trying to steal your information from creator.zohopublic.com (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID"

• Email with attachments saving attachments into Zoho CRM from Zoho Mail

  Hi, I get a lot of emails from prospective clients asking if we would bid their project. Those projects usually have many documents associated with them that I link to.  I would like to have those documents be saved as an attachment in my Potential or Contact or Account. I don't see a way to do that that isn't multi-step. As of now I do the following: 1.) Open email 2.) If email sender isn't in my Zoho CRM database I enter them creating a Potential 3.) I download the attachment and save it to a different

• Bug - OTP (email) and No Duplicates

  Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,

• Customise Search Bar in CRM

  Is there a way to customise this search bar in the CRM to add fields?

• Counting downloads of a file

  Hello Could anyone help me, I would like to use a custom script to count how many times a file contained in a record has been downloaded. Is that something that is possible in Creator? Thanks Estelle

• Is there any way to prevent emails from being sent from zoho crm without pressing email opt out?

  When I left my desk yesterday I excitedly thought I had fixed my problem, by making use of the "Inactive" field ... However after contacting the support chat, they have advised to stop emails being sent I need to update the "Email Opt Out" field - which

• New Search Function

  Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which

• New permissions for accessing emails sent via Zoho CRM

  Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email compose

• Next Page