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• Zoho Books - Perform a validation check before an invoice is marked as sent or sent

  Allow the validation rules to apply to button actions. For example: an invoice could not be sent or marked as sent if it has an empty value in a custom field. (The field could remain blank while it is being worked on.)

• Flow error "given url is wrong"

  when I setup a flow to update a task status, I get an error when it runs that says "given url is wrong."

• Bigin Android app update: Email filters enhancement, change owner for related records.

  Hello, everyone! In the most recent Bigin Android app update, we have introduced additional email filters and an option to change the owner of related records. Email filters: We have now brought in support for 'All Emails' and 'Added from Widgets' filter

• How can I get all conversations and comments of a Zoho Desk ticket using ZOHODESK

  Hi everyone, Currently, I am developing a Zoho Desk extension, and I am following the guide available at https://www.zoho.com/desk/extensions/guide/#ticket-object. While working with Zoho Desk, I have noticed that I can only retrieve the general information

• AI & Zoho Recruit

  Hello, I guess we all are using AI in our personal and professional lives. Now, let's imagine. Recruitment is just a succession of stages and steps. For which step would you like to see AI implemented into Zoho Recruit ? I'll start : - Automatic translation

• widget url 404'ing

  I'm creating a widget for the first time. When I grab the url from the base url section of the widget builder and append /widget.html it 404's Just wrote a very basic test. I have a folder structure app.zip - widget.html --js/app.js /widget.html <!DOCTYPE

• Unable to Edit Pick-List Items in Custom Project Field(s)

  I can edit most fields normally, but if I try to edit - in any way - a Pick List field, I just get this error: To be perfectly clear, I'm trying to edit an existing Pick List field (adding or removing items), not adding a new instance. If I rename it,

• How to display results from zoho.crm.searchRecords in message window

  Hello, I've created a custom function which is linked to a custom button which pulls a date from our contacts module and searches a date field in our quotes module and returns all records matching the date. My issue is, how to I get this to display the

• Domain Transfer

  Hello there! I wanted to know if I can transfer my domain from Zoho to other hosting providers or use a different hosting provider instead of zoho's services.

• Select CRM Custom Module in Zoho Creator

  I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?

• New User - Opening Stock Aging Report

  I am setting up new client and am entering Opening Stock - created items and entered quantity/price details. Now the aging report is showing all the opening stock as new. How do I enter the Purchase Dates of these items so that I get accurate Inventory

• Bulk Receive Multiple Purchase Orders

  Is there a feature or function that will allow you to bulk receive issued purchase orders? I have about 100 that need to be received from 5 years ago.

• Manual Invoice

  How to create a Manual invoice, I need to enter Amount directly instead of (qty*Rate). our company is a service sector

• Merging contacts and or accounts

  Hello, In a prior CRM we were able to merge contacts and or accounts.  We have turned on the function to stop multiple contacts with the same email, so we can prevent multiple contacts from happening, however, we now have multiple contacts that have the

• Capture Reason for absence next to Campaign Member Status. Is there a reasonable workaround?

  I've reviewed the topics I could find to do with this but still couldn't find anything that satisfies our requirements: We would like to track a *reason* (picklist or text, doesn't matter which) why a Campaign Member (Lead or Contact associated with a

• Button or Links order

  Is there a way to re-order the buttons or links that are created?

• 'Pin' notes, so that specific ones are always visible at the top of the 'notes' tab.

  It doesn't appear Bigin has the functionality to 'pin' a note to then have it always show at the top of the notes tab section of a record. Often times we have a large number of records, but key information we may want to have easily visible to all at

• Request for Subform Support in Zoho CRM Webforms

  Hi Team, I hope you're doing well. I would like to bring to your attention that currently, Zoho CRM Webforms do not support Subforms, which limits our ability to send forms that mirror the actual structure used within Zoho CRM. This feature is extremely

• Maxima Address on FSM Customer

  Im trying to add probably 50 customers from one company but couldn't make it since it has limit..how do i add the limit?

• How to Track Inventory Usage from Zoho FSM to Zoho Inventory?

  Hi everyone, We’re currently working on integrating Zoho FSM with Zoho Inventory, and we’ve encountered a challenge we’re hoping the community can help us understand better. Here’s the context: When we create a Work Order in Zoho FSM that involves parts

• View subform entries without viewing a record in Zoho CRM | Kiosk Studio Session #8

  In a nutshell Have you ever wanted to take a quick peek at a record's subform? Examples might be invoiced items in an invoice, ordered items in a sales order, or purchased items in a purchase order. Let's say you're viewing your list of invoices in Zoho

• Transforma tu Inventario: Control Inteligente y Funciones Clave en Zoho Inventory (Spanish Webinar)

  ¿Tu empresa necesita mayor trazabilidad y control en almacenes? Conoce cómo gestionar tu inventario con eficiencia y automatización... ¡y descubre las sorpresas que trae Zoho Analytics! Participa en nuestro webinar gratuito en español, este 19 de agosto

• Mails are not being sent from custom Deluge function

  We are having troubles to implement sending Invoices / Sales_Orders etc. automatically using following deluge script: attachment_template_id = "aaaa"; record_id = "bbbb"; mail_template_id = "cccc"; //NEW aproach fileUrl = "https://www.zohoapis.com/crm/v8/settings/inventory_templates/"

• Currency transition

  We are using Zoho CRM in Curacao, Dutch Caribbean. Our currency is currently the ANG. Curacao will be transition ing from using the ANG (Antillean Guilder) to using the XCG currency (Caribbean Guilder) on March 31st 2025, see: https://www.mcb-bank.com/caribbean-guilder.

• Notes and Attachments visibility can now be restricted based on profiles

  Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can

• Zoho webinar--hard for agencies

  So, this is just a dive into our use case, and why we've been disappointed in Zoho webinar. We are a small marketing agency, and we wanted to add webinars to the services we provide, as many of our clients want to learn to use them as part of their content

• Celebrating Raksha Bandhan with Zoho Desk: A Bond of Trust, Protection, and Service

  Raksha Bandhan, celebrated across India, symbolizes the sacred bond of protection and affection between siblings. “Raksha” means protection, “Bandhan” means bond or knot: together, it represents a knot of care and security. On this occasion, we'd like

• Banking > Import statements with a csv file

  Good morning, I am regularly using the "import statement" option to match my transactions. I've been using csv files produced by my bank online and was able to import my transactions. Until now. Thank you for your help for fixing this ! Alex.

• Has anyone successfully added Microsoft Graph API Oauth2 as a connection?

  I'm having trouble getting Microsoft Graph API created as a connection in zoho crm. Has anyone successfully added Microsoft Graph API Oauth2 as a connection? My issue is not necessarily on the Zoho side, but understanding how to set up the Microsoft side

• Syncing Timesheets between Projects and Desk

  All users able to see their own timelog entries from all apps in one place, synced immediately. All managers able to view total/all time entries from one place. This is something that has come up for us and multiple clients. Example: we have a client

• Spell Check default language

  Hello All, Is it possible to set the Spell Check default language? I can't find it in the settings. Thanks a lot! Levente

• Zoho Backstage 3.0 - Boostez vos événements avec des outils malins

  Zoho Backstage vous accompagne dans l’organisation d’événements réussis, avec des outils qui simplifient la planification, optimisent l’exécution et renforcent la connexion avec votre public. La version 2.0 a apporté une nouvelle interface, plus de flexibilité

• Portal user activity reporting

  Aside from the metrics section in the admin dashboard, is there a way to view/create reports for portal user activity? Im looking for a more granular option to see exactly what users are utilizing the portal. Thanks!

• Admins to set Agents Picture

  Admins should not have to rely on agents to set a nice profile picture for them. Admins get the headshot pictures from HR and should be able to upload and set their picture, not rely on them to: 1) upload a picture at all 2) upload a good picture 3) upload

• Time Tracking Reporting and Billing

  I wish for the time tracking module to be enhanced further. Currently it is independent of Support Plans and Contracts. Support Plans and Contracts are also mostly separate. We need a better dashboard of this with the ability to natively mark billed or

• Enhanced Email Signature Folding

  We have departmental signatures setup which are great, however, when viewing ticket details, it gets very overwhelming when scrolling though threads and conversations where you scroll past ten different signatures of your own team, then ten signatures

• How to add formatting in zoho.cliq.postToUser(...) message?

  In a CRM Deluge function, I'm trying to use the message formatting guidelines given here: https://www.zoho.com/deluge/help/cliq/posting-to-zoho-cliq.html#message-formats My message is: message: #Title text. The result in Cliq is: #Title text. (no large

• How to add line breaks in zoho.cliq.postToUser(...) message?

  In a CRM function using Deluge I'm sending this message and attempting to add some line breaks but they are ignored. Is there another way to add these breaks? My message: message: New urgent task\nDescription \nThis is a fake description.\n A new line?

• Zia Agents/End of Day Reports

  As a manager or owner it would be nice if Zia analyzed today's (or this week's tickets) and gave an end of the day report to management team. - what important tickets were worked on or submitted today? - what agents were unproductive today and answered

• Project Cost Tracking

  I see there are questions/concerns that Zoho doesn't track costs to a tasks in a project. We are a manufacturer and are in the early stages of tracking costs to project. I would like to expand out the COGS Chart of accounts in Books and record costs via

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