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• Unable to change the "credentials of login user" option when creating a connection

  I want to create a new Desk connection where the parameter to use 'credentials of login user' is set to YES. I'm able to create a new connection but am never given the option to change this parameter. Is this a restriction of my user profile, and if so,

• Cost centre reporting

  I understand we need to use reporting tags as books doesn’t have cost centre accounting, i want to understand if i simply want to generate a report for seprate cost centres where each tag represents a cost centre. When an expense entry is done the cost

• Bulk Update: Filter doesn't work

  Hi I have 4 transactions in a category I made called 'Refund for Owner'. This is a subgroup within 'Other Income'. In Bulk Update, I apply the following filter:- I get 'No transactions' found. Any idea why? For reference, here are the 4 transactions:-

• How to record issuance of dividend in Zoho Books

  Hi,  As a Private Limited Company, how do we record issuance of Dividend in Zoho Books. Can't seem to find any Account or feature in Zoho books that has anything to do with dividend. The closest seem to be Owners' drawings which doesn't seem appropriate for Pte Ltd companies.

• Problem with Apple Mail and Zoho mail account

  I am no longer able to connect to my Zoho mail from Apple Mail. I get the dialog box saying "Cant connect to the account [my account]. Enter the Pasworrd for user [my username]. And asks for password. When I enter my password it returns. "Unable to verify

• Option to Re-order from past orders

  Customers would like to place a repeat order with the business entity. Currently there is no option to support this and everytime the customer has to check out following the same process. Can a option be given to reorder from the past orders?

• Pagesense Poll pop-up behaviour

  Is it normal that the Poll popup in PageSense doesn't do anything after pressing the Submit button? I would expect it to give at least feedback to confirm that you have submitted, but when integrating it on my website I can give a reaction in the first

• Sync Zoho Calendars

  I own two businesses with 2 different email addresses in Zoho. I need to sync the calendar events for both these email addresses to one calendar. I can find no help on this currently

• Can I Create Different Page Layouts Based on a Specified Module Pick List Field

  I am trying to work out how to create different page layouts based on a specified module pick list field value, like the Salesforce feature where you can define multiple record types and then create custom page layouts for each record type. This is a super important feature as for almost all the modules we are using (Leads, Potentials, Accounts) we need to be able only show fields relevant to the record type. E.g. We need a very different page layout for a consumer lead Vs a commercial lead, same

• Accidentally unsubscribed my entire list

  I have a list of Customers and Prospects that I sync from CRM.  I just created a workflow rule to remove contacts (unsubscribe) that fit a certain criteria. Unfortunately, my logic was flawed and I unsubscribed everyone on my list!  Is there a way to revert them back to subscribed status? Thanks, Scott

• Edit Data Type in Custom Field

  I'm unable to edit the Data Type in a custom field i Projects.

• Paid invoice

  When I record a payment from a customer then go and send them the invoice, it still says pay now. That should be automatically removed from the email or at least the option to remove.

• RouteIQ for Zoho FSM

  Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning

• E-Mail auto-complete for deleted contacts

  I am having contacts pop-up in auto-complete when I start to type a letter in the TO address line. These e-mail address have been deleted from my contacts. I also have deleted all e-mails from/to these e-mail address but still there address is showing

• Auto Charge Recurring Invoices on their due date vs issue date

  Requesting to auto charge recurring invoices on their due date. We are B2B and a lot of customers want terms net 30, 60 or 90 but want the convenience of auto pay and it's in our benefit as well. Is this something that could be implemented fairly quickly?

• Applying a custom filter to report on load

  Hi all Is it possible to applying a pre-built custom filter to a report on load? The filter I have created within the report basically filters out all records that are superseded. I would like to apply this filter on load as default so it only shows records that are not superseded. Regards Martin

• Track individual and team performance with essential KPI metrics

  Hello everyone, Dashboards provide both real-time overviews and detailed summaries of important business data that support strategic analysis, planning, and decision-making. They provide a snapshot of the team's progress resolving tickets, performance

• Hide panel shadow in zoho creator

  Hello, I was wondering if I could hide the shadow that appears around panels in Zoho creator stateless pages.

• Can a new Zoho User (Zoho Account) be created via an API?

  I am looking for a way to be able to create new Zoho users (Zoho account) from within my application. I.e. I have a process where candidates apply via a public zoho creator form. When I like the candidate, I just click a button "Accept" and I want zoho user account created for that user, the user emailed the account information and they start getting access to the relevant areas of the zoho application. I have come across two conflicting posts with replies from Zoho support regarding my query - 

• Star Rating - New Field Type

  Hi, Just an idea, How about a Star Rating Field. Simple 5-star system. Enables User to vote/rate on Form. View also displays rating for each row. It will be a new field type that we can drag and drop in form building. Dunno if it will be useful to everyone, but I'm aware that a lot of Creator users are here to use the forms for some sort of online questionnaire. This will surely help.

• Feature Request: Detailed View - Related Block Links!

  Desperately need a view record link option on records displaying in the related blocks on a Detail View. For the love of god, please add this feature. Thank you!

• Adjusting subform layout in custom record template (PDF)

  Hi there, For one of my forms, I’m working with a custom record template (PDF) that includes a subform. The subform contains two fields per row: an image field for uploading images and a single-line text field for descriptions. When I add the subform

• Changing "Current Job Title"

  Hi there, A lot of our consultants manually update the candidates we have in our database when they have a new job title as some candidates we already have for years in our systems. Now the issue is with Zoho (we recently changed to Zoho) that we can not just edit that field put the title we want and save it when we working on a candidate as it is a pick list. We just want the "current job title" to be a basic text field and where wondering how w could do that? If it is not possible to change would

• Assistance Required: Merging Applications in Zoho Creator

  Hello, everyone, We are planning to use Zoho Creator for one of our projects. The project includes two modules: Hotel Management and Fleet Hub Management, which are both listed on this page. Currently, we need to merge these two applications into a single

• Kaizen #80 - COQL API - Part I

  Hi everyone! Welcome back to another week of Kaizen! This week, we will discuss the COQL Queries in detail. COQL (CRM Object Query Language) is a powerful query language based on SQL syntax that allows users to write their own queries and fetch records

• Free Webinar Alert! From Inbox Chaos to Holiday Calm: Wrapping Up Work in Zoho Mail

  Hello everyone! We're happy to invite you all to our upcoming webinar: From Inbox Chaos to Holiday Calm: Wrapping Up Work in Zoho Mail. Break free from email overload! Join our webinar to learn how Zoho Mail helps take control of your inbox management.

• Contact Name vs First/Last Name

  Hi there, why is it showing as 'First Name' & 'Last Name' when creating/editing a 'Contact' but shows as 'Contact Name' (concatenating first & last Name) together when seeing the record? I'm wanting to add a 'Middle Name' but while it first nicely in

• Issues with Unrealized Gain or Loss report

  My base currency is EUR. I have a USD-denominated account and some EUR accounts. When I run the Unrealized Gain or Loss report, it shows me gain or loss not only for the USD-denominated account, but also for the EUR-denominated account. It's the base currency, so how can there be a gain or loss? Is that a bug, or am I missing something?

• Separate Easy Apply and Candidate Portal

  I like having the candidate portal, but I do not like that I have to turn on Easy Apply in order to use it. I just realized that when I turn off Easy Apply, I am turning off the candidate portal. Some of our candidates are using Easy Apply as a way to

• When will Zoho MA have a feature to filter out bot clicks from actual human clicks?

  When will Zoho MA have a feature to filter out bot clicks from actual human clicks so that actual metrics aren't affected? How are we expected to differentiate it today?

• Eigen velden synchroniseren niet vanuit LEADS naar CONTACTS

  Potentiële leden die zich aanmelden via onze website, worden automatisch als lead opgevoerd in ZOHO. Na screening kunnen we dat omzetten naar Contacten. Dat werkt op zich goed maar de eigen gedefinieerde velden worden niet meegenomen vanuit Leads naar

• Les essentiels du design pour une campagne de fêtes impactante

  La période des fêtes est idéale pour établir un lien avec votre public et augmenter l'engagement grâce à des campagnes d'e-mails créatives. Avec des boîtes mail qui se remplissent rapidement, vos e-mails doivent se démarquer pour capter l'attention de

• Dashboard Auto-refresh

  Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support

• Reporting on open pipeline value over time

  I'd like to use the stage-history table to be able to look at how much our open pipeline of potentials was valued at at any given time in the past in order to compare it with the present.  I don't see how to do this using the current table or how to join it to another table.  Basically, I want to see a "snapshot" down to the level of the day of the value of the pipeline.  This seems like it should be easy to do, but I can't figure out how to get a date column into the report.  Stage history only

• Set a workflow/event for when changing quoted Items on a quote?

  Hello, i would like to know how i can trigger some kind of event (zoho script or function) upon adding or switching the quoted Items of a quote? My objective here is that i want to price products dynamically according to the value of a field. Our products

• Zoho Sites - Product Page

  How can I make my product page more comperehensive?

• Create Payment Api failure { code: 57, message: 'You are not authorized to perform this operation' }

  const url = 'https://www.zohoapis.in/books/v3/customerpayments?organization_id=600341085'; const token = '1000.0ecc513369f1788b6ecef06668f7835f.6b59d46c9d35621b0a33fd489f4ce320' const reqdata = await request.json() const repsonse = await fetch(url, {

• Request to Add Loyalty Program Feature to Zoho Books Standard Plan

  Hello Zoho Team and Community, I’m a small retailer, and I've been using Zoho Books to manage my billing and accounting. As a retailer, customer loyalty is essential to my business. Offering a loyalty program where customers earn points for their purchases

• Introducing Simplified Skill Management and Secure Custom Views

  We’ve introduced enhanced Skill Set interface for managing skills and improved options for securing and describing your custom views. Skill Set UI Revamp The Skill Set feature in Zoho Recruit now has an updated user interface designed for clarity and

• Is the "schedule 10 mass emails/module" limit a per user or per organization limit?

  For scheduling emails out of Zoho CRM, there is a 10 scheduled mass emails per module limit according to Zoho documentation (https://help.zoho.com/portal/en/kb/crm/faqs/emails/articles/how-to-schedule-mass-emails-in-zoho-crm). Is this limit per user or

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