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• Need to show discount before total after subtotal

  Need to show discount before total after subtotal on my estimate template (see attachment)

• Email a "thank you" note for this payment is NOW checked by default

  Hello Team, Just noticed that Email a "thank you" note for this payment is now checked by default. I tried searching in Preferences and there is no way to turn this off. I do not want this to be the default. Is there a way to turn this off?

• End-to-end services hours

  We are trying to determine the best method of quoting service hours on quotes but only present the sum amount to a customer, without losing the tracking of quantity of hours for invoicing purposes. Does anyone have a good method they have determined?

• Specific Approval Question

  Hi everyone, Just a quick question here. I have located the "Approval Type" in the preferences, which is great, and I am sure we could make use of it. However, I am trying to understand how I can implement an approval "workflow". The business call it

• Zoho Books - Show Discount Totals When Greater Than Zero

  Hi Books Team, I understand that to show or hide discount amount on a Quote or Invoice, I need to use different templates. It would be a great quality of life improvement for users if we had an option to show or hide the discount amount at line item and

• Specifying a filename for Schedule Reports

  Is it possible to specify a filename to use with scheduled reports? For example: With a general ledger report, instead of general_ledger.pdf I would like to include the date the report was generated in the filename so it is called general_ledger_202

• Need to upsert "Created Time" field in Leads Module

  I am in the process of implementing Zoho CRM for my business. I need to modify the "Created By' field to reflect the actual date/time the lead was captured in my original Excel file. Otherwise, my conversion velocity data will always be inaccurate, which

• HTML for confirmation email

  Hi, After a prospect submitted the Zoho form, we want to send a confirmation mail. In this mail we want to add our email signature. However, while this is possible in Zoho CRM this doesn't seem to be an option in Zoho Forms. Also an html editor is not

• Fire a webhook when the user gets access to portal

  Hello, We would like to know if there is any way in which we can automate a webhook call if the user accepts the portal invitation that Zoho sends by email. The customer module does have the option to trigger webhooks when a customer is created, updated,

• Enable History Tracking for Picklist Values Not Available

  When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?

• Creating Payrun summary by fetching values from the employee payruns and adding them

  I am trying to make a processing payrun module. I want on Form load to autofill payrun summary eg Total Deductions, Total employer contributions etc by fetching one value after the other in the employee payrun information. So it should loop through the

• Creator - Portal Custom Domain

  I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to).  Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong.  Some datapoints Domain name itself unimportant, can be a string of numbers.  I need to know what registrars are working for you because GoDaddy does NOT.  Do I need hosting? I've tried both ways and nothing works.  I pushed through Cloudflare

• Feature Request - Zoho Books - Add Retainer Invoices to CRM/Books integration

  Hi Books Team, My feature request is to include Retainer Invoices in the finance suite integration with Zoho CRM. This way we will be able to see if retainer invoices have been issued and paid. I have also noticed that when the generate retainer invoice

• Books <-> CRM synchronisation with custom Fields

  Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to sync

• Edit Reconciled Transactions

  I realize transaction amounts and certain accounts cannot be edited easily once reconciled, but when I audit my operational transactions quarterly and at the end of the year sometimes I need to change the expense account for a few transactions. To do

• Request to Customize Module Bar Placement in New Zoho CRM UI

  Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive

• Sending campaigns from other server

  Hi, Is it possible to send campaigns from another server so customers can see mail direct from our company (Corrata) and not from ZCSend.net? Thanks, Tim

• Edit a previous reconciliation

  I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.

• Admin and Dispatcher Users show as Field Technicians in Dispatch Module?

  Hi Zoho, Our Admin and Dispatch user both show up as Fied Technicians / Field Agents in the Dispatch module, but they most certainly should not be assigned to any of the work orders and service appointments. These users are NOT service resources. How

• Don't understand INVALID_REQUEST_METHOD when I try to post up an attachment

  When I make the POST request (using python requests.post() for files): https://www.zohoapis.com/crm/v8/Calls/***************01/Attachments I get this response: r:{ "code": "INVALID_REQUEST_METHOD", "details": {}, "message": "The http request method type

• Zoho Payroll: Product Updates - June 2025

  This June, we’re taking a giant step forward. One that reflects what we’ve heard from you, the businesses that power economies. For our customers using the latest version of Zoho Payroll (organizations created after Dec 12, 2024) in the United States,

• View Products (items) in Contact and Company

  Hi, I would like to know if there is an option to view all the products /(items) that were inserted in the pipeline deal stage for exemple "Win Pipeline" within the company and contacts module section? For instance, view with the option filter for the

• Update subform dropdown field choices - on load workflow

  Hi, I have a "Check In" form that has "Contacts" subform and a "Tickets" subform. When the form is loaded, I want to populate one contact and the number of tickets. I want the "Contact" field in the "Tickets" subform to have the choice of "Contacts."

• Upload Zoho Inventory Item Image by API

  itemID = item.get("item_id"); organizationID = organization.get("organization_id"); resvp = zoho.inventory.getRecordsByID("items",organizationID,itemID,"zoho_inventory_conn"); info resvp; image_file = invokeurl [ url: "https://t4.ftcdn.net/jpg/03/13/59/81/360_F_313598127_M2n9aSAYVsfYuSSVytPuYpLAwSEp5lxH.jpg"

• Salesforce to Zoho One Migration

  HI, I am about to start a migration from Salesforce to Zoho One I would like to know the best practise for this, my current thoughts to the approach is 1) Create fields, modules as required for migrating data 2) migrate Data 3) go live Will this approach

• Zoho Expense Integration with Zoho Books

  I want to know what flexibility do i have in selecting the chart of accounts which get a hit whenever we are posting any expense or advance in zoho expense?

• Custom Function to Update Ticket based on Subject of Ticket

  This may be pretty simple but I'm having issues with getting a custom function to fill out custom fields based on the subject of a ticket and not the body of a ticket. Basically we need to fill in the PO number and Item ID custom fields, both of this

• Incoming 'Message' data via WhatsApp appears empty

  the Incoming 'Message' data via WhatsApp appears empty; instead of customer messages, I only see CRM system notification messages are being displayed. I have seen 3 messages like this since yesterday it seems that in 'All Message' the message snippet

• Handling Automatic Replies in Desk

  We send out email campaigns (currently via Klaviyo) and naturally we receive "Automatic Replies" to these mass email campaigns. These responses are all being routed to Zoho Desk. We get two types of "Automatic Replies" Type 1) Customer is out of the office/holiday

• Zoho Mail API Error EXTRA_KEY_FOUND_IN_JSON

  I have a workflow set up in Pipedream that uses the Zoho Mail API to send emails from my account. It's worked without issue for months but today I'm getting the following 404 error for every email I try to send: { "data": { "errorCode": "EXTRA_KEY_FOUND_IN_JSON"

• How to search (web API) for a Calls record by phone number?

  Using v8 /Calls/search web api I'm unable to to complete a search request no matter how I use the api: When I try using "criteria=" I get: response: <Response [400]> response_json: { "code": "INVALID_QUERY", "details": { "reason": "the field is not available

• [Free Webinar] Product Release Updates - Creator Tech Connect

  Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

• Zoho GenAI API Error Not a valid response from zia.

  Zoho GenAI API Error Not a valid response from zia.

• Help me to retreive my Document

  Please help me to retrieve my documents from any date between 1st February, 2025 to 20th,March 2025 .it got mistakenly deleted on the 21 of March 2025 due to phone screen malfunction I earnestly await your positive response .thank you

• how to change the page signers see after signing a document in zoho sign

  Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!

• Look Up Field Type not available for events and tasks?

  Look Up Field Type not available for events and tasks?    

• I cannot check out to Zoho People.

  When I tried to check out today, there's prompt that inhibits me to check out: To add entry in Attendance, log time for any of your jobs

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

  Bonjour à toutes et à tous, Ce mois-ci encore, tout s’est enchaîné à toute vitesse ! On vous fait un petit récap de ce qui a marqué ces dernières semaines. Zoho RPA est une solution robuste d’automatisation des processus, conçue pour s’intégrer aux systèmes

• Different Transaction Series for Different Types of Sales

  Is there any way I can create multiple transaction series for different type of Sales? Say B2B-001 and B2C -001 for respective type of Sales.?

• Unable to charge GST on shipping/packing & Forwarding charges in INDIA

  Currently, tax rates only apply to items. It does not apply tax to any shipping or packing & forwarding charges that may be on the order as well. However, these charges are taxable under GST in India. Please add the ability to apply tax to these charges.

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