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• Two Accounts on a deal

  I have Reseller accounts that generally Purchase and End-user accounts that I need to track. When I lookup a Deal, I need to see both - easy enough. When I lookup one account or the other, I need to see the deal, but I can only see it in one. How do I

• Auto-assign ticket to the agent who closes the ticket

  Hello Everyone! Here we are again, introducing a custom action to help you track tickets more efficiently and optimize your business operations. Imagine managing hundreds of tickets related to banking activities, similar to Zylker Bank. How do you ensure

• Jiraa to Zoho Projects

  I am integrating Jira tasks into Zoho Projects using Zoho Flow, but I need to translate the Jira task names into English during the integration process. I attempted to use Google Sheets as an intermediary, by applying the Google Translate formula, but

• Create Report/Query table from multiple Databases

  Is it possible to create a Report/Query table from multiple databases? example: SELECT "Date", "Time" FROM dbo.database1.thisTable INNER JOIN dbo.database2.thatTable ON dbo.database1.thisTable.date = dbo.database1.thatTable.date

• Tax Updates Revert on Zoho CRM Invoices After Running Custom Function

  Hi everyone, I'm running into an issue with Zoho CRM that I hope someone here can help me troubleshoot. I've created a custom function to update the tax amount on invoices in Zoho CRM. Initially, the function runs successfully and updates the tax field

• No duplicates in lookup field

  I have a lookup field that is based on items from a material report. The problem is, there are a lot of duplicate material names for the particular field that it's based on. Is there any way to limit it to only show one of each item?

• Lookup field based on another lookup field

  So I have a material entry form with a lookup field to an unrelated form in it. I have another form with a lookup field that shows records from the material entry form. The issue is, I want to set the the lookup field in the second form to be based on

• Subform Client Script

  Good day,  I have a subform where users can subscribe to various magazines. I would like to prevent the user from selecting the same magazine twice when adding a new row. Is there a way to prevent the user from doing this? (Can it be done via a client

• How to send emails from a ticket via deluge script

  We are planning to send an email from a ticket via deluge script how can we do that?

• Using Snippets in Comments

  One of our Agents asked about using snippets in comments. We don't see this as an option at this time, only in reply mode. Is there a way to enable this?

• New in Writer: Create personalized documents with Bigin!

  Hi everyone, We're excited to announce that Bigin now integrates with Zoho Writer as a data source for mail merge templates. This opens up new possibilities for generating personalized invoices, contracts, emails, letters, and other documents. Streamline

• Export Invoices to XML file

  Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

• Zoho Desk - Trial Extension Error - Insufficient Privileges to perform this operation. Contact your Administrator.

  Zoho Desk - Trial Extension Error - "Insufficient Privileges to perform this operation. Contact your Administrator." I am receiving this error above when trying to extend my trial, and I am the Administrator. Please advise on how to bypass.

• Can we turn off archiving views?

  Is there a way to turn off view archiving? Some views aren't used regularly, and archiving may force us to recreate them.

• Employee User to see Hours not $$

  We have a Role of Project Manager who needs to be able to see Project Budgets in terms of Hours, but not the $ associated with the budget. We also don't want this Role to see the Hourly rates associated with users on a project. Is this possible? 

• Elektronische Rechnung (PDF) im xRechnung / ZUGFeRD-Format

  Hat jemand eine Lösung in Books realisiert? Wir sind am Export- und am Eingangsrechnung-Import interessiert.

• ADDDATE formula using 2 calculations

  Hello, I want to create an ADDDATE formula using 2 calculations, add 1 month and deduct 1 day. the formula that I need should look like this: ADDDATE(due_date, 1, "Months")+ ADDDATE(due_date, -1, "Days") Each row itself works fine, but when I'm trying

• How to pass dynamic parameters in an iframe inside Webtab

  Hello, I have a custom url like htts://www.test.com?zoho_id= 123456789. I know that if a have a custom button and using a custom function (openurl) I can open the above link by passing dynamically the Zoho ID (lets say the record ID in the Contacts Module).

• Zoho Creator Embedding a Zoho Form in a Creator App

  Hi I've created multiple Zoho Forms for my company for internal use by myself, I am trying to find a way I can either create an app using creator that when I open it then I'll have all my forms listed on the left hand side, so each one will have it's

• Agrément Norme Française Européenne Zoho Books, Zoho CRM, Zoho Invoice

  Bonjour, Je fais partie des nombreux Fan de Zoho depuis 10 ans ! Les logiciels zoho (permettant la facturation) sont super mais non agrée depuis 2018  ! J'ai tout capitalisé sur zoho et fait confiance depuis des années et me retrouve dans une impasse. 

• Zoho Books - agrément français ?

  Bonjour, J'utilise Zoho Books pour ma facturation. Je vais bientôt changer de régime de TVA et essaye donc de vérifier si je suis en conformité pour mon logiciel de facturation. Est ce que Zoho Books est agrémenté (selon l'article 286-I-3° bis du CGI)

• Factur-X la norme pour la facturation électronique

  Hello la team Zoho France, J'espère que vous allez bien. J'écris ce post car j'aimerais que Zoho rende conforme les factures émises depuis les apps Zoho Finance (Zoho Books, Zoho Invoice, Zoho Subscriptions) avec le format Factur-X qui devient la norme

• Convert invoice from zoho to xml with all details

  How to convert an Invoice to XML format with all details

• Cannot reorder fields in Page Layout in Expenses and Purchase Requests

  It is very inconvenient that the custom fields in Page Layout cannot be re-ordered. The only way is to remove the fields and re-create them; however, it is impractical. This would affect the reports and dashboards we are having. Not able to re-order the

• Trigger a Workflow Function if an Attachment (Related List) has been added

  Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger

• Billable Entries Not Syncing Between Zoho People and Zoho Books

  Hello Zoho Support Team, I’m experiencing an issue with the integration between Zoho People and Zoho Books. Here are the details: I created a project in Zoho People and linked it to a customer in Zoho CRM. The project successfully synced to Zoho Books.

• [Free Webinar] Learning Table Series - Creator for the Finance Industry

  Hello Everyone! The Learning Table Series is a free monthly webinar that runs for around 45 minutes. It's offered to our Community users and aims to provide a dynamic learning experience by demonstrating how Creator can be used as a solution for various

• New UI of zoho people

  I recently switched to the new Zoho People UI, and I’m not happy with it. It’s confusing, and the navigation isn’t easy to use. In the old UI, I could easily view all leave applications for the whole organization. But now, I can only see leave requests

• Issues with email signature not showing up correctly

  I've recently set up my Zoho mail account, and I've noticed some issues with my signature doing funny things such as the logo image getting blown up really large or showing up as an attachment or as text. The text next to which has my name and title is

• Unable to fetch SaleOrders

  We are trying access SalesOrders on the new API, but we keep receiving the following error. We are using Postman to test. Error: URL: https://www.zohoapis.com/crm/v2/SalesOrders { "code": "INVALID_MODULE", "details": {}, "message": "the module name given

• Automatic archive sent emails

  Hi, for compliance reasons we need to archive automatically sent emails, even when an email is deleted from the "Sent" folder. How to achieve that? Thx

• Zero Support For A Paying Customer

  I opened a support ticket to get absolutely no responses. My support request is being 100% ignored. What am I paying for exactly?

• Enable and disable modules within the Zoho Projects mobile app

  Hello, everyone! In the latest Android (v3.9.14) and iOS (v3.9.2) versions of the Zoho Projects app, we have introduced an option to enable and disable the modules within the app. Now, when an user signs up on the app, they can choose modules of their

• Emails "To" showing Subject

  When I send an email template from a custom module, the To section is showing the Subject instead of the recipient email. When I click on it it still shows the email and sends, but it confuses people using it. Anyone know why this is showing this way?

• NodeJS version for CRM custom functions

  It's been possible to write custom CRM functions in JavaScript: The NodeJS version seems to be quite old, according to the scripting functions docs though: The NodeJS editor uses the NodeJS 8.11. Is that version correctly documented? That is obviously

• Zia Suggestions Bug

  Please fix this issue it's annoying (check video attached).

• The email address you have entered belongs to a different deployment/region.

  Hi, I am trying to create the user - mprust@crombiecomputers.co.uk but keep getting the message below -  The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. Look forward

• Update quote information without having to edit or force an edit function

  Hopefully I can explain this correctly!! Our quotes are created in a 3rd party system and then integrated into Zoho CRM Quotes module via the API. In Zoho quote I have some formula fields such as discount % and some aggregate fields for sub total and

• Introducing Screen Share with Audio

  Share your entire screen or just the chrome tab with audio for more engaging presentations. Your audience will hear sound just like you do, whether it's a video, demo or any other content. This is ideal for training sessions, team meetings, and client

• Blueprint automatic transition based on a field in the module

  I've made a Blueprint for sales orders. At some point, we have to ask a subcontractor to contact the customer to agree on an inspection date. If the desired delivery date is less than 21 days from today (Urgent), we want to sent the subcontractor an automatic

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