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• Kaizen #198: Using Client Script for Custom Validation in Blueprint

  Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

• Removing Tables from HTML Inventory Templates - headers, footers and page number tags only?

  I'm a bit confused by the update that is coming to HTML Inventory Templates https://help.zoho.com/portal/en/kb/crm-nextgen/customize-crm-account/customizing-templates/articles/nextgen-update-your-html-inventory-templates-for-pdf-generator-upgrade It says

• Ability to Link Reported Issues from Zoho Desk to Specific Tasks or Subtasks in Zoho Projects

  Hi Zoho Desk Team, Hope you're doing well. When reporting a bug from Zoho Desk to Zoho Projects, we’ve noticed that it’s currently not possible to select an existing task or subtask to associate the issue with. However, when working directly inside Zoho

• How do i move multiple tickets to a different department?

  Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?

• Capture Bank Charges for Invoice Payments

  We've added the Bank Charges field in the "Add Payments" page both in Zoho Invoice & Zoho Books. So all you need to do is to enter the bank charges when you record a payment for the invoices. This bank charge will be included to the amount paid for that invoice. Steps to add the bank charges while you record the payment:       1. Click the "Invoices" sub-tab under the "Money-In" tab.       2. Click the 'add payment' link for the invoice that you wish to record the payment for.       3. On the add

• How to apply customized Zoho Crm Home Page to all users?

  I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has

• Plug Sample #14: Automate Invoice Queries with SalesIQ Chatbot

  Hi everyone! We're back with a powerful plug to make your Zobot smarter and your support faster. This time, we're solving a common friction point for finance teams by giving customers quick access to their invoices. We are going to be automating invoice

• Enrich your contact and company details automatically using the Data Enrichment topping

  Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging

• Zoho Billing Partial Proration...

  Hi, In Zoho billing, we offer upgrades, downgrades, suspends, and resumes. We use online payment for most subscriptions, but have only a few that are offline, but we treat them the same either way.. We prorate only parts of these changes.. Right now zoho

• Getting Subform Fields to Display Top to Bottom

  I have a form where the fields are all in one column. I want to insert a subform where the fields are stacked in one column as well. I have built both the form and subform but the subform displays the fields from left to right instead of a stacked column. This will cause a problem displaying the subform correctly on mobile apps. How can I do this please?' Here is my form with subform now. As you can see the subform "Follow Up Activity" is displaying the fields left to right. I need them to go top

• [Feature Deprecated] Gamescope in Zoho Projects

  This feature is no longer available. All work and no play makes Jack a dull boy. Well, yes. That's true! Tiring work, buzzing coffee makers, busy turnstiles , occupied meeting rooms, back-to-back status updates and what not. Your everyday routine need not have to be this hectic. It can be more rewarding. It can be more fun. Zoho Projects believes in this fact and hence has launched Gamescope - A module that turns every project into an exciting game and boosts the spirit of your team by leaps and

• Creating a task, i can not work out how to get ID for What_Id

  hi From Module A function I map Module B record reference membershipid (ours). I need Module B Zoho ID to create the related to on task. All examples i've seen start with the Zoho ID. void automation.LTM_Assign_Dispute_Task(String membershipid) { try

• Can't connect to POP and SMTP over VPN

  I use Thunderbird to access Zoho Mail via POP and SMTP. I have configured an app-specific password for Thunderbird to use. Everything is properly configured and works correctly — until I enable my VPN. I'm using a paid commercial VPN service (Mullvad).

• my zoho mail is hacked

  my email is sending my username and password to people i dont know

• Suministrar accesos

  Asunto: Enable UPLOAD_RULE for API Attachments Mensaje: Hola, Necesito habilitar la capacidad de subir attachments vía API en Zoho Mail. Actualmente recibo el error: "UPLOAD_RULE_NOT_CONFIGURED" al usar el endpoint: POST /api/accounts/{accountId}/messages/attachments

• Introducing real-time document commenting and collaboration in Zoho Sign

  Hi, there! We are delighted to introduce Document commenting, a feature that helps you communicate with your recipients more efficiently for a streamlined document signing process. Some key benefits include: Collaborate with your recipients easily without

• Ticket Loop from Auto Responce

  We’re seeing an issue where a client’s help desk triggers a ticket loop. When they email us, our system creates a ticket and sends the acknowledgement. Their system then creates a ticket from that acknowledgement and sends one back to us, which creates

• How to make rule to filter out some emails from receiving the notification "Receiving a new ticket"?

  Good Morning, We are currently using the "Receiving a new ticket" notification rule to provide that auto reply template to a customer that emails us for support. However, there are some emails we don't want to receive this auto-reply. Where can I set

• Zoho Signatures Missing

  In the past after collecting signatures from two different PDFs I would merge them by calling an api and the signatures would appear in the combined PDF. Recently the signatures have disappeared whenever I combine the PDFs together. Why did this randomly

• Automate pushing Zoho CRM backups into Zoho WorkDrive

  Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

• Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

  Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

• New activity options for workflows

  Greetings, We are excited to announce the addition of two new dynamic actions to our workflow functionality: Create Event and Schedule Call. These actions have been thoughtfully designed to enhance your workflow processes and bring more efficiency to

• Remove the “One Migration Per User” Limitation in Zoho WorkDrive

  Hi Zoho WorkDrive Team, Hope you are doing well. We would like to raise a critical feature request regarding the Google Drive → Zoho WorkDrive migration process. Current Limitation: Zoho WorkDrive currently enforces a hard limitation: A Zoho WorkDrive

• Kaizen #228 - Process Large-Scale Migrated Data Using Catalyst Solutions

  Howdy, tech wizards! This week’s Kaizen explores how Catalyst Solutions in the Zoho CRM Developer Hub help import large volumes of data into Zoho CRM while improving data quality and simplifying the migration process. Why Catalyst Solutions? Catalyst

• Zoho Expense Import Reports Won't Work Because Default Accounts Already Exist

  Im trying to import reports from another Zoho expense account to mine and im getting errors that won't allow the import to happen The account name that you've entered 'Ground Transportation' already exists. Enter another name for the account and try again.z

• Inactive License for free account.

  I recently upgraded my Cliq subscription not my team (on the free version), are unable to login to their accounts. The error message received is Inactive License Looks like you have not been covered under the current free plan of users. Please contact

• Syncing zoho books into zoho crm

  I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? Thanks

• Announcing new features in Trident for Mac (1.34.0)

  Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to take workplace communication to the next level. Let’s take a quick look at what’s new. Connect with customers using Zoho Voice integration. You can now easily

• How Zoho Contracts Makes Negotiations Clear, Secure, and Transparent

  Negotiation is one of the most critical—and often most chaotic—stages of the contract lifecycle. Multiple stakeholders review the same document, propose changes, debate terms, and exchange feedback. Without the right tools, this collaborative process

• Error: Invalid Element tax_override_preference

  In both Books and Inventory, we're getting the following error whenever we try to enter any Bill: I think this is a bug. Even cloning an old bill (that obviously was entered just fine), this error occurs.

• Assign Income to Project Without Invoice

  Hello, Fairly new user here so apologies if there is a really obvious solution here that I am just missing... I have hundreds of small deposits into a bank account that I want to assign to a project but do not want to have to create an invoice every time

• How to Print the Data Model Zoho CRM

  I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks Andrew

• our customers have difficult to understand the Statements

  our costumers have big problems to understand Zohos Statements. we need a text box after the payment number to explain what the payments are for. Is it possible to develop a version of the Statement with that kind of box and if so whu can do it

• How to track a list of ALL the items that ONE customer bought?

  Hello, I am interested in getting a list of all the items that only ONE of my customers bought, and the invoices are what show up instead. It's very tedious to go through every single invoice when we sell a lot of items to this customer. Surely there

• Exchange Rate Updates

  Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!

• Locked Out of Super Admin Account

  I'm locked out of my Super Admin account and the external e-mail is no longer associated with it. There seems to be a problem during set up, the system ought to ask to assign a new password instead of using Google accounts. Please help me get back access.

• Emails are going to notification folder and not in inbox

  emails are going to notification folder and not into inbox

• 550 5.4.6 Unusual sending activity detected. Please try after sometime

  Hi, I am receiving this error message when trying to send my emails. The only reason I can think why this is happening is my previous two emails were bounced back to me due to a non working mailbox error. I have followed the online links for unblocking

• Projects Home Customization

  Hello! We've been in Zoho One since July of last year, and my team has started providing feedback on what they'd like to do. Their latest wish is that they could have more control over the Projects Home content. For example, they want a card that shows

• IMAP search support

  Does Zoho Mail support IMAP search? https://www.rfc-editor.org/rfc/rfc9051.html#name-search-command TEXT <string> Messages that contain the specified string in the header (including MIME header fields) or body of the message. Servers are allowed to implement

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