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• Demande d'informations sur l'API Zoho Books pour partager un appareil

  Bonjour, Je souhaite savoir s’il existe un endpoint API permettant de générer ou récupérer un lien de partage public pour un devis (Estimate) dans Zoho Books. J’ai tenté d’utiliser la requête suivante : POST https://books.zoho.com/api/v3/estimates/{estimate_id}/share?organization_id={organization_id}

• Exported Knowledge Base Article - text is simply cut off

  Hello, I have discovered a bug, when exporting a KB article (PDF), line breaks are ignored. The text is simply cut off, that's not acceptable at all!

• Sorry! Your account has been disabled.

  I cannot log into my account, it has recently been paid for and I have contacted the Admin to assist. I can get into my MFA and tried both Edge and Chrome, cleared cache and still not working. Where do I go to gain assistance..... 3 days of not being

• How to see and amend Primary Clients easily

  Hi, i'm trying to make some reports on the clients we do projects for. However, i'm seeing a lot of "unknown" clients in the Zoho Analytics report. I suspect that these projects have not been assigned well and this needs to be corrected. Where can i easily

• Expanded Data Preparation and Modeling Capabilities in Zoho Analytics

  Since launch, the integration of Zoho DataPrep within Zoho Analytics, has significantly enhanced the ETL (Extract-Transform-Load) capabilities. This integration allows users to connect, clean, transform, and enrich their data effortlessly—all from within

• Inner height of calendar inside a page

  I have a page in Creator with 4 calendars inside it. I reduce their height to all make them fit inside tha screen without scrolling(see image blue contour). I would like to remove the scroll INSIDE each calendar. Is there a way to modify the height of

• while clicking the button the record template want to down load as salescontact no - customer name

  while clicking the button the record template want to down load as salescontact no - customer name Deluge Code Used : account_name = input.Customers.Account_Name; pdf = input.Sales_Contract1 + "-" + account_name.replaceall("[^a-zA-Z0-9]","_"); openUrl(zoho.appuri

• Function #48: Manage fixed installment payments using Zoho Books

  Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageable

• Notebook stacks

  Hello, Are you planning to implement some kind of notebook grouping, similar to evernote stacks? I know that we can group notes inside of the particular notebook but for a lot of us it is not enough I belive. Sometimes that additional layer for organization

• Zoho Workdrive file versions

  Hello. I have Workdrive setup to sync files offline to an external hard drive. The off line sync folder currently shows at 1.42 TB. I have a 5 TB storage limit in Workdrive. The cloud version of Workdrive says that I have used all 5 TB! I have 27, 285

• Let’s Talk Recruit: Mastering Job Boards in Zoho Recruit

  Welcome back to Let's Talk Recruit, a series where we take a detailed look at the various features and functions offered by Zoho Recruit. Finding the right talent starts with ensuring your job openings reach the right audience. With Zoho Recruit’s job

• Automatic Portal invite

  We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?

• How to upload an image as a background in a Zoho CRM template

  HI I cant upload an image as a background in in the Zoho CRM Template, under background is only possible to change the color.

• Important Update: Temporary Pause on WhatsApp Marketing Template Messages to US Numbers

  Hello everyone, We’d like to bring an important update to your attention regarding WhatsApp messaging in Zoho Recruit. Starting April 1, 2025, WhatsApp will temporarily pause the delivery of all marketing template messages to recipients with US phone

• New Line in Double Optin Email

  Hello, is it possible to add new lines to the double optin email? This is necessary to add legal informations to the mail, which would look very messy if it is all in one line. Thank you in advance Carsten

• Can't add Zoho learn custom portal get users OAuth Scope

  Hey I'm trying to create a connection from my CRM to Zoho Learn and use it to get the users of a custom portal in zoho learn. The OAuth scope required in the zoho learn api documentation https://www.zoho.com/learn/api/get-custom-portal-users.html doens't

• How can you use surveys to make your customers shop again?

  Do you know, one of the best ways to encourage customers to come back is by using surveys? When you send out a survey, you’re really just opening a dialogue. You can ask them what they liked about their last purchase, what could’ve been better, or if

• Button to attach Mail Merge PDF into deal Attachments as

  Hello I am trying to create a button inside Zoho One Deals that will take a per made Mail Merge template and attach that template as a PDF in the attachment of that deal. This is the deluge script I got from Chat GPT and it does not work does anyone know

• Renaming organization does not reflect on all places like billing and others

  I have renamed the organization name to Novizna from Evnesoft but in billing and email it still displays Evnesoft

• Sendmail to Hotmail not delivered, or in spams

  Hello, I know that Hotmail / OUtlook have been a problem with sending mail, but I think there is a way to parameter Creator to lessen the problems with that. Anyone can tell me how ? Sylvain

• Zoho CRM Email Templates Stopped Working

  Templates do not load for viewing or editing. Also sending email with API using a templates, results in an error.

• The previews are not generated as before (solved).

  Hello!. I like your application for a long time. The only thing that made me give up using it in the past is that there was no application for windows. Happy to see that it now exists, when testing Zoho again I see that it does not currently generate previews as it did before automatically, despite doing a lot of testing (see images comparing previous notes). I am a very visual person and it is much more practical for me to recognize what interests me with a simple image. This can be solved ?. Thank

• Zoho please get it together

  And make it easy to find stuff within the app. If you sign up for mail, then it should always be easy to access your mail. If you set up your dns and mx records, it should always be easy to edit this. The ui and naviation of all the different parts is

• Bigin iOS and Android app update - Henceforth ‘Activities’ will be displayed under a separate tab within the record details screen.

  Hello everyone! Earlier, the activities of the records present in the contact, companies, and pipelines module were listed on the 'Related' tab under 'Open Activities' and 'Closed 'Activities' sections. Now, in the recent Bigin iOS and Android app update,

• Access to what Products are associated with which accounts

  Is there a table that can be accessed to report on Products associated with accounts in the CRM?

• update Deals Stage/Pipeline if zoho forms filled out

  Hello, I'm having a problem at the moment and would like to ask for your help. in the lead status “pre-qualification” i send an email through the blueprint with a zoho-forms form that the recipient has to fill out. it is then also converted to contact+deal.

• Integrating Deluge in zoho people to setup a custom function in workflow automation

  So basically i have a probation form in which their is a field "Date of Confirmation", "Probation Assesment", "Date of Joining", "Employee ID". so when Date of joining will not be empty then i want this to be triggered. so if "Probation Assesment" is

• Pivot Sql Query

  This query isn't working and I can't understand why. It comes up with the error message "Unknown table or alias 'Source1' used in select query." when it is clearly defined in Line 12. If I remove "Source1." from in front of the columns in the select list

• Ability to Set Text Direction for Individual Cells in Zoho Sheet

  Dear Zoho Sheet Team, We hope you are doing well. We would like to request an enhancement in Zoho Sheet that allows users to set the text direction (right-to-left or left-to-right) for individual cells, similar to what is available in Google Sheets. Use

• Change colour on task lists?

  I have many task lists on my project boards, since they are all the same colour they blend in with each other. Is there a way to change the colour of these task lists in the list view?

• how I can delete user retired?

  Hi many users leave our company, they are linked to our organization dopla srl. I want delete them but in the user profile I read that user must ask to administrator, but I don't know where I can delete them. thank you

• Custom Button in Zoho CRM

  Hello there, Is creating a button based on a URL field in the Contacts module possible? If possible, we wish the button to be beside the "Send Email" button. Looking forward to hearing from you. Best regards, Joel

• Apollo to Zoho CRM via Zoho Flow

  Hello there, When will the flow option for Apollo to Zoho CRM be available for use in Zoho FLow?

• Zoho Meeting's call quality

  I'm adding my voice to the ongoing concerns about Zoho Meeting's call quality. Like many here, I've observed that the quality of our company calls using Zoho Meeting has been less than satisfactory. It's disheartening to note that this issue has been

• Text tags by role

  I'd like to recommend that you fully implement text tags as follows: (1) that are filled by role, not by signing order. Like this: client:S company:S company:SD (2) that allow all the zoho sign functions - approval, cc, etc. (3) Allow a templateto be

• Offer already made- but I withdrew it

  I made an offer letter, but made a mistake on it. I withdrew the offer but now I can't recreate the correct offer. Zoho keeps saying that "A same offer has already been made". I look in the "offers" and there are NO offers (this is the first time I've

• How do I group billable expenses onto one line item of an invoice?

  I have multiple expenses that are billable. When I create an invoice, I can add those billable expenses to the invoice. However, doing so results in each individual expense having its own line item on the invoice. Instead, I want all the billable expenses

• ZOHO Work Drive Back Up

  I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?

• Submitting candidates to clients when there is no Vacancy

  Hi I am working in a niche sector so when I register a candidate I want to immediately send their CV to relevant clients/contacts.  They will not have Vacancies on the system so what's the quickest way of sending/submitting their CV quickly to a list of clients in a particular area without just using an email and attachment? Should be easy to just send out "speculatively" CV's to qualified clients but I cant find a quick way to do this !

• Choppy Video Calls

  Hi All,  We have been doing video calls frequently with our team, and we have intermittent video issues. We notice in the morning video quality is poor and choppy. Audio is good.  Does anyone have any tips in improving video quality?  Thanks!

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