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• Sort, filter & save views for BOOKS PROJECTS

  Thanks for all the updates. Our firm uses the module for simple internal project accountancy. This means we do everything from the Projects Section but this isn't user friendly at all. You can't do anything with customized your own fields which basically

• edit input format in custom field - sales order

  hi, I want to integrate a custom field (multi line text box) in our sales order. It needs to show upper case and lower case letters, numbers, spaces, hyphens and "/". What do I need to put in the custom format to configure these signs? Thanks, Tina

• This transaction type cannot be matched with a line on the statement.

  When using the books API https://www.zohoapis.com/books/v3/banktransactions/uncategorized/${transaction.transaction_id}/match I get this error "This transaction type cannot be matched with a line on the statement." What I'm doing is for the uncategorized

• Timesheets

  I wanted to create the timesheets remainder for our team mates who miss out the weekly timesheet entries. While creating the email templates, I couldn't see anything related to timesheets. Since it shows projects Can you help me find and build a one

• Can we embed a Kanban Type of report using iframe too?

  I tried embedding a report as iFrame but it only appear as List View. It would be helpful if can also embed a Kanban Type of report.

• Weekly Tips : Save Time with Saved Search

  Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you

• Hidden Fields with Data Pre-Population and Notification Integration in Zoho Bookings Forms

  Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement for Zoho Bookings forms that would improve data management and workflow efficiency: the ability to create hidden fields with pre-populated data. Current Functionality: Zoho Bookings

• Tip #37 – How to ensure compliance and accountability using Advanced Session Audit – ‘Insider Insights’

  Hello Zoho Assist Community! This week we will be discussing how to strengthen your remote support operations with better visibility and control. Let’s say your support team handles a growing number of remote sessions each day. At the end of the week,

• Replace an existing zoho show file with an uploaded one.

  For Zoho WorkDrive Upload API method, I have override-name-exist option, which I can use like this: curl https://www.zohoapis.eu/workdrive/api/v1/upload \ -F "filename=mypres.pptx" \ -F "parent_id=j3tzq1ae09c0cd91540df8d01670af05b657e" \ -F "override-name-exist=true"

• Tip of the Week #66– Use internal comments to collaborate and resolve issues faster!

  Ever found yourself stuck on a customer query because you needed inputs from your teammate? Or sent a reply too soon and realized later that someone else on your team had a better context? When you rely on back-and-forth messages in external chats or

• Using Zoho One to manage two (or more) businesses

  We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per subscription).

• Skip order confirmation step in commerce?

  We have a store to sell products that are not shipped to a customer. Right now, when the order is placed, we have to manually 'confirm' the order so the sales order can convert to an invoice and charge the customer.  Is there a way to skip the manual

• Free Shipping Coupon - Zoho Commerce

  I love the Zoho platform. Zoho Commerce is no exception; however, I'm struggling with a few common features I cannot find or are missing that I hope someone can help me with. Is there a way to create a coupon code for free shipping?

• Is there a way to link an item to a liability account?

  I collect customer deposits for certain services and hold them in a liability account. However, Zoho Books doesn't let you create an item and assign it to a liability account so how do I create an invoice with an item that records it as a deposit into

• Select a balance sheet account when creating an invoice

  Hi, it would be very helpfull to be able to select a balance sheet account when invoicing clients. We bill 30% of the job at signing and we would like to add to deferred revenues.  I have to create a transit revenue account and then tranfer to the right

• How to work out commission in zoho commerce based on coupons

  HI There Is there any way to produce report based on coupon name in zoho commerce We need to pay commission to various channels who are helping us to increase the online sales so we have number dedicated coupons assigned to the above mentioned channels

• Request for Subform Styling Feature in Zoho CRM Canvas

  Dear Zoho CRM Team, We have observed that in the Zoho CRM Canvas view, it is currently not possible to set presets or manage the styles of subform fields. Additionally, the ability to edit subform data directly within the Canvas view appears to be limited

• How to Delete Old Tasks/Streams Assigned by Deactivated Users? 'Operation Not Permitted' Error

  Hello, I’m using Zoho Mail and have several old tasks assigned to me in Tasks and Streams. These tasks were created by former employees whose accounts are now deactivated. When I try to delete these tasks, I get an "Operation Not Permitted" error. These

• Zoho Books - Sales Person Contact Details on Quotes

  Hi Zoho Books Team, I've had various clients ask me about showing the phone number and email of the sales person on Quotes to help eliminate any barriers to closing sales. When I tell them that it is not possible they are always surprised and say something

• Related products category instead recommended products.

  Hi there, It is possible to show related products of the same category (as it works in the rest of the ecommerce) instead of showing recommended products.

• Uploading PDF files

  How do I upload a PDF file to my ZOHO site?

• How to send invoices to 2 emails?

  Hi! We are sending invoices to the "Customer email" field that is defined Zoho Books and is obtained/synced from a custom email field in Zoho CRM. But in some clientes, the invoices have to be sent to 2 emails and we are wondering how this could be accomplished.

• It returns 1 record

  Var1= Tools_Request[Liability_Receipt == input.Liability_No]; for each rec in Var1.Tool_Request_Description { Var2= (ET_Inventory[SKU == rec.Tools_SKU].SKU).getAll(); } info call for Var2 It only fetch 1 record On record file

• Narrative 5: The essential role of SLAs

  Behind the scenes of a successful ticketing system - BTS Series Narrative 5: The essential role of SLAs Every organization that interacts with customers establishes a timeframe within which agents should respond to queries as part of a service level agreement

• Nextdoor Integration

  Does Zoho social work with Nextdoor? www.nextdoor.com? Are there any plans for an integration?

• My email sending has beed blocked due to high bounce rate. NEED HELP

  User ID: 886739811 Dear Zoho Team, I hope this message finds you well. My account (User ID: 886739811) was blocked from sending emails last week due to an unusually high bounce rate. This spike was caused by a bot attack on our platform, which led to

• Can Zoho CRM Emails be used in Zoho Analytics in any capacity?

  We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than just

• Scheduled Maintenances

  Hi, Why is adding scheduled maintenance so arduous. It should be a simple process and take very little time for basically a recurring job. Creating 3 records with similar data seems crazy to me. Is there a easy way to do this? I have to create hundreds

• Subform Fields for Form Rules & Subform Fields as a Condition with Form Fields as the Action

  Hi, The Subform in Field Rules is great, but it is missing completley from Form Rules and it lacks being able to have Subform Fields in the Condition while having Form Fields in the Action, it works the other way around. Thanks Dan

• Power of Automation :: Implementing Deadline-Based Task Scoring with Custom Fields

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• Zoho Forms - Subform Integration with Zoho CRM?

  I created a form in Zoho Forms that includes a sub-form for information that I want to integrate with the CONTACTS module. I am unable to find a way integrate/map the fields in the sub-form with the Contacts module in Zoho CRM. Is there a way to do this

• Filter by user in Pivot Chart

  I have a Pivot chart where the data should be filtered by user. The user enters the system and should see only the data that correspond to it. Can anyone help me?

• Is ZeptoMail Still Supported? No Response to API Query in Over a Week

  Is ZeptoMail Still Supported? No Response to API Query in Over a Week I’m posting here to express my growing frustration and concern over the lack of professionalism I’ve experienced with Zoho's ZeptoMail support. On July 21st, I received a response asking

• Add ID to the recycling bin page

  Feature request to add the ID to the recycling bin page. This would be helpful for reference when trying to recover things. This is the long zoho ID for each item. - ticket ID - contact ID - account ID - etc.

• Remove System Defined Ticket Layout

  Hi ZohoDesk, I have created a new Ticket Layout and made it the default and I want to remove the original default one so there is only one to choose from. It won't allow me to do this, or go into the options and take the tick out of the show in Help Center.

• ZOHOLICS Japan 2025 開催のお知らせ

  ユーザーの皆さま こんにちは、Zoho コミュニティチームの中野です。 年に一度の自社最大イベント、「ZOHOLICS Japan 2025」（ゾーホリクス）の開催が決定しましたので、こちらでお知らせします。 今年の開催回は、特別ゲストやZoho のエキスパートが、 最新のDX事情や皆さまのビジネスプロセス改善、業績アップのヒントとなる情報をお届けします。 Zoho コミュニティからは、Zoho Championの西尾さん（@西尾　真言）、 コミュニティアンバサダープログラム（ZCAP）メンバーの箕輪さんにご登壇いただき、

• Unable to connect Zoho Learn to other Zoho Tools

  Hello Zoho, Can you work on Zoho Learn. I am unable to connect it with other Zoho tools like Zoho people or even Zoho SalesiQ. This is needed, especially if I am connect Ai to my systems. Please work on connecting your applications better, especially

• Chatbot for Urdu language

  Hello, I have successfully set up Zoho Desk and integrated it with Moodle using ASAP. I am now looking for a chatbot that supports the Urdu language to enhance student support. My goal is to enable the chatbot within ASAP so that students can ask questions,

• Multi Level Hierarchical Query

  Hi guys I have a situation where i am trying to extract the descendants of a particular entry. So long story short, i have the Account table with Agency (A) id = 1, and that has child Agency (B) id = 2. This child agency (B) has a child agency (C) id

• AI-Powered Grouping and Tagging of Related Issues and Tasks in Zoho Projects

  Dear Zoho Projects Team, Greetings, We would like to suggest a feature that would greatly enhance how we manage feature requests and bug reports submitted through the Zoho Desk to Zoho Projects integration. Use Case: Our support agents handle customer

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