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• When creating Sales Order / Estimate via API, the line item Tax Code does not get pulled in.

  I'm creating Sales Orders via API from CRM but it does not pull in the "Tax Code" I've read within the forums that this should be done automatically but it's not happening. Not sure if it's a bug or by design? Anybody else know? Should we be adding the

• Chart showing schedule

  I want to be able to create a chart for everyday to check and which of which driver is available on the timeframe. Here's my table Name City Day Start Time End Time Driver1 Medicine Hat Monday 11:45 AM 4:45 PM Driver 2 Medicine Hat Tuesday 11:00 AM 7:00

• Quais são os maiores desafios que você enfrenta ao implementar o Zoho CRM?

  Olá, pessoal da comunidade Zoho Brasil! Sou parceiro autorizado da Zoho e, ao longo do tempo, tenho notado que cada implementação de CRM traz desafios únicos, dependendo do segmento de negócio, das metas da empresa e até da familiaridade da equipe com

• 2025 Just Got More Exciting for Developers!

  Hello, Greetings to the Zoho Books Community! As we step into the New Year, we're thrilled to roll out something truly special for our Zoho Finance enthusiasts – the "Zoho Finance Developer" Community! This is your exclusive space to connect with fellow

• Error in executing On user input script

  I'm having problems with this  this script : ; Tipo_list=List(); Tipo_rec = Tabla_factores[Periodo == input.Periodo_anos.toLong()]; Tipo_list.addAll(Tipo_rec.Clase_credito.getall()); for each Clase_credito in Tipo_list { Tipo_credito:ui.add(Clase_credito) } Error in executing On User Input script of Periodo en años. Error. Error in executing Fetch Record task. Unable to fetch Tabla_factores and update variable Tipo_rec. Error in evaluating the criteria : Error. Error evaluating NUMERIC expression

• sync data from outside of zoho plateform

  hii team , i am creating a platform using zoho platform, i want to sync the data from out side of the platform like people-soft, but i am not able to sync the data , if it is possible , then suggest me how can i do it , i want to sync data from other

• How to add a Data Updated As Of: dynamically in text?

  I need to add a "Data Updated As Of" in the dashboard to show when was the last date the data was updated. I tried to create a widget but it does not look really good, see below. Is there a way I can do this through the text widget and update it automatically

• Automate search in customer list and easilly initiate email

  Hello and happy new year ! I have a customer list with name, telephone, emails and some criterias like location, type of customer, etc. I want to search that form to extract part of it, for example all customers that have a location of "Québec city" and

• "Select All" item in the context menu

  In the Client on Android, there is a “Select all” item in the note’s context menu. There is no such item in the PC client. Can it be added in future versions of the client?

• Syncing Leave Calendar With Shared Google Calendar Does Not Remove Canceled Leaves

  Our organization has each employee sync their Leaves calendar with a shared Google calendar, but am I right that if an employee cancels a Leave in Zoho that it will not be removed automatically from the shared Google calendar through the same sync m

• Is it possible to display formulas in cells instead of calculated results?

  I want to export my Zoho sheet as tab separated text without losing the formulas. In excel, I would use the settings Options - Advanced - show formulas in cells instead of their calculated results then save as tab separated values. How do I do this in

• Creator Simplified #11: Create a custom button to download files

  Hey there! This time, let's see how to create custom buttons to download the files uploaded in the file upload field. Sample use-case A training app has a module that provides the materials for all the available courses. Students can click on the corresponding

• Zoho vault uses only password to unlock not a TouchID

  TouchID works when normally openning app but when called from keyboard while browsing or trying to log to another app it shows only password option to unlock. This behaviour is only on iPad Mini witch latest 18.2OS

• Batch Tracking Enhancements In Zoho Inventory

  Hello users, We’re excited to announce that we’ve taken batch tracking to a whole new level in Zoho Inventory! We’ve made it more accessible and easier to use than ever. Here’s a quick look at the improvements: 1) A New Way To Create or Modify Batches

• Zoho Desk Mobile App Year-End Roundup - 2024

  Hello Everyone, Greetings! As you gear up for the festive season, we are excited to share a quick journey into all that is released in 2024! Availability of each feature in iOS and Android released in 2024 are as follows: For more information on the above

• Task Completion vs Estimated Time

  I need to represent the Estimated Date vs Actual Completion Date for multiple Tasks. How Can I Do this in Zoho Analytics.

• Upload Field - cannot be checked in rules configuration.

  We wanted to create a process to verify whether the upload fields are empty or not. If empty, then it should deny during submission. We don't want to use the mandatory field setting because in a 10 pager form, some upload field located in page 1 will

• Is it possible to hide Developer Space for all user in Zoho Projects

  Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.

• Chat function not working properly

  Ever since upgrading to plus, the chat is all messed up. it is coming up behind the web page so that I cannot see what I'm typing and cannot read replies. I can only see the bottom of the text box at the bottom of the page, and then it is blocked. I've

• Wrong Time on Exported Records

  Hello, All records in my exported Notes .csv file have the incorrect time for Created Time. They are all 8 hours ahead. I've already verified that my time zone is correct in both Personal Settings and Company Settings. Is there any way to fix this?

• Sync workspace - table

  I have connected two workspaces and I have imported two different query tables from one workspace to the other one, that was a succes. But now I want to import another query table from the same workspace to the other but I get an error. Why is that? (there

• Subir o Preço Unitário já acrescido de um valor

  To com um desafio grande, e se alguém conseguir me ajudar, seria ótimo! O que eu preciso é que o na hora de adicionar um item no subformulário dos itens cotados do módulo Orçamentos, o preço de lista do item venha acrescido de 20% automaticamente e de

• Ring in the New Year with Guided Conversations for Smooth Offline Support

  As we step into the new year, it’s time to refocus, re-energize, and gear up for fresh opportunities. But what about your customers as they begin the year with their own set of challenges or queries to resolve? With Zoho Desk’s Guided Conversations (GC),

• Exploring SalesIQ's Top Features of 2024: An Insider's Look 🔍

  As we wrap up another year at Zoho SalesIQ, it's time to reflect on how far we've come. This year has been incredible for us in our journey to build a more powerful, flexible, and customer-centric engagement platform. We've introduced several features

• updateTask Zoho Connect API

  When I do POST request by https://connect.zoho.com/pulse/api/updateTask with parameters scopeID, taskId, title, status and with header Zoho-oauthtoken, I got next response: {'updateTask': {'reason': 'You are not authorized to do this action.', 'result':

• Alert for Back Navigation in Zoho Creator Widgets on Mobile Apps

  In Zoho Creator widgets, when a user navigates back on mobile devices, the data within the widget is reset. This leads to a loss of any unsaved changes or inputs, causing frustration for users. To enhance user experience, we need to implement a confirmation

• Can Creator integrate with a CRM Sandbox

  zoho & Creator Noob -  I would like to build a Creator App and integrate it to the CRM Sandbox.  Then, when I have the bugs worked out integrate it to the production CRM account.  Can Creator do this ?  I built a test Creator App and integrated it to the CRM in a test zoho account fairly easily.  

• Allow Multiple Scheduled Appointments with Zoho Support

  Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling

• Zia Call Intelligence only up 10 License

  I have been trying to install Call Intelligence for two days now, but strangely, the button is missing at this point. The documentation could be better, but most importantly, someone should inform small businesses like us that they don’t even bother enabling

• Accrue Leave by Hours Worked?

  My locality (Michigan, US) has enacted a law that requires that 1 hour of sick leave be accrued for every 30 hours worked. I cannot see how to implement this policy in Zoho People. There does not appear to be a mechanism for accruing leave proportional

• 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

• error in importing customers

  get this error message while importing customers, there is no column for COUNTRY CODE in sample excel file

• Workflow Based on Manual Journal

  Manual journal entries are one of the few areas that cannot kick off a workflow automation in Zoho Books currently. I would propose considering adding that. My use case is that the payroll provider I use (a flavor of SurePayroll) has a Zoho Books automation

• Digest Décembre - Un résumé de ce qui s'est passé le mois dernier sur Community

  Bonjour chers utilisateurs, Toute l'équipe Zoho france vous souhaite une année remplie de joie, de réussite et de prospérité. Alors que nous débutons cette nouvelle année avec des projets innovants, des astuces, des produits et bien d'autres choses encore,

• New Year Wishes to the Zoho Finance Developer Community!

  Hello developers, Happy New Year! As we step into 2025, we wish you a journey filled with growth, success, and exciting opportunities ahead. We’re thrilled to announce that we have something exciting in store for you. Welcome to the Zoho Finance Developer

• Button Display Conditions

  Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field

• Ayuda con zoho creator x zoho Crm

  Hola a todos, Estoy teniendo dificultades al sincronizar datos entre Zoho Creator y Zoho CRM. Mi objetivo es lo siguiente: Busque un registro en el módulo Contactsde Zoho CRM utilizando el correo electrónico del registro de Zoho Creator. Si se encuentra

• How to Replace an Assessment in a Job Opening on Zoho Recruit

  Hi everyone, I’m currently using Zoho Recruit and would like to replace the assessment linked to a specific job opening. I want to remove the existing assessment and add a new one. What is the best way to do this without losing any important data or affecting

• Fixed asset management

  I want to know if there is any individual module for fixed assets management

• Input GST Reversal for damaged goods

  In our line of business, some items are damaged and we are doing inventory adjustments to remove them from stock. However, as per GST guidelines, there is a specific rule that we have to reverse Input GST availed for such items and needs to be reported

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