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• Restrict Payment Methods

  Allow us to restrict certain payment methods specific for each customer.

• CHange timeformat in Tasks from 12 to 24 notation. Is that possible?

  Hi, I'm in the middel of the proces to possible migrate from Office365 tot ZOho. There are still some questions. One of them: How can I change the timeformat from 12 hour to 24 hour format? I can change it in my calendar settings, but it doesn't change

• Power of Automation :: Trigger Automatic reminders to the task owners five days before the due date.

  Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

• Ability to use Rules to automatically "Exclude" transactions from Credit Card/Bank Statements

  Currently there is only the option to Categorize transactions based on rules, this request is to add "Exclude" to the rules so they could be automatically ignored based on the criteria.

• Simplify Zoho API integration with Deluge’s invokeAPI task

  Hello all! Happy New Year! As we kick off 2025, we’re excited to share some of the latest updates to enhance your Deluge experience. While Deluge already offered robust API integration capabilities, we’ve taken it to the next level with the introduction

• Support answers every 2 days

  I've tried to contact support via email, but they don't answer unless I call and complain. They still haven't solved my problem. Please reply.

• How to authenticate my domain on ovh

  I don't succeed in adding an domain authentification on ovh. Should i first create a subdomain? But this doesn't work either, ti gi ves te same screen and the next button is greyed out when adding the info received from zoho

• domain authentification on ovh and zoho

  I don't succeed in adding an domain authentification on ovh. Should i first create a subdomain? But this doesn't work either, ti gi ves te same screen and the next button is greyed out when adding the info received from zoho

• How to Authenticate Heartland Footwear Email Domain

  Hi Zoho team! Can you give me a quick step(s) needed to Authenticate Heartland's email domain with Zoho? Thanks! :)

• DKIM failed

  My zoho mail account couldn't be contacted.

• Is there a list of Zoho Icons?

  Is there a list of Zoho Icons you can reference: i.e. business-gold is <image marginRight='7px' color='#2A70E7' bgColor='#FFFFFF' width='52px' height='52px' type='icon' value='business-gold' size='24px' cornerRadius='26px' iconType='solid' /> Thanks!

• Unable to add organization consultants and contractors in Zoho People

  Hello Team: I am unable to add my few consultants and contractors in Zoho People. How to add these people as Users?

• Bank Feeds Breaking Constantly

  Hey Everyone, I have already reached out to support about this issue but I am wondering if anyone else is having the same issue. My bank feeds keep breaking within days of me fixing them by updating the credentials. Its been happening for a while and

• Custom module - change from autonumber to name

  I fear I know the answer to this already, but thought I'd ask the question. I created a custom module and instead of having a name as being the primary field, I changed it to an auto-number. I didn't realise that all searches would only show this reference.

• Regarding Zoho flow trigger when zoho table record update

  So I'm setting up automation to sync between Zoho CRM and Tables using zoho flow now I setup trigger when I update record in zoho tables and test it and in payload I got object of ids like key is id of each colum and that's fine but main problem is I'm

• Justworks

  We are in the process of moving from QB Online to Zoho Books. Our PEO service Justworks.com had an integrations with Quickbooks but, not Zoho Books which means we will have to manually enter payroll. Anyway to integrate?

• Create custom rollup summary fields in Zoho CRM

  Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

• 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

• Add option "Avoid custom home pages" to profiles

  We need our sales agents and members on each department in general to keep the same Home designed by their Managers. Let all users to create custom home pages is a huge mistake. The homepage creation must be limited by profile so only Managers are allowed to build the right home page for their subordinates.

• Is it possible to set a value to a field based on certain conditions

  Greetings Say i have a field that i want to set its value based on the value of another field.. for example if "number" field has value greater than 10, i want to set my field's value to X. Or if radio group had option 1 selected, then i want to set my

• Marketer's Space: Leveraging CRM Data for Dynamic Content and Personalized Campaigns

  Hello Marketers! Welcome back to another post in Marketer’s Space! We’re excited to continue our series on the many advantages of integrating Zoho CRM with Zoho Marketing Automation (ZMA). This series is designed to help you unlock the full potential

• How can I understand in the search results which collection a note is in and how to immediately go to this collection?

  How can I understand in the search results which collection a note is in and how to immediately go to this collection? You can call the note properties window, but only the notepad is listed there. This is very inconvenient, especially when there are

• restrict access to user to create invoice

  hi team we need to restrict particular users from accounts dept to create invoice directly from invoice module in zoho books . Rather , they can only able to create invoice is by using "convert to invoice" from "Sales Order" module . pls help us to solve

• 各種書類のデータダウンロードについて（Excel形式）

  ZOHO CRM で見積書/受注書/請求書など、作成した書類データを1レコード分だけExcel（or csv）形式でダウンロードする方法はあるでしょうか？ 設定→データ管理→エクスポートで抽出できるのは基本的にタブ単位で、任意のレコードのみを抽出できません。

• Round-Robin with Load Based Assignment, can you limit which Status are considered?

  Hello, We are currently using Round-Robin with Load Base Assignment. Is there a way to exclude tickets of a certain Status from being considered by the Round-Robin Assignment rules? For example... I have the following statuses. Escalation Review (meaning

• Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

  Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based

• CRM - Copy data from Single Line to Lookup Field

  Hello, I need help to create a workflow with a custom function in order to copy value from a single value field to a Lookup Field. Module : Shipment Single value field API name : Customer_ID Lookup field API name : Account_ID WOuld be great to have some

• Notify on new comment

  I would like to notify users when a new comment is added to ticket/request?  So if someone is following request they would get email or text saying that comment has been added to this request. Or request/ticket owner get notified. Thanks Luis

• How to customize the task reminder notification email

  HI guys,  I hope someone can help with this enquiry: We have included an additional/new field of information when an activity is assigned/created, however this new field is not part of body of the task reminder notification e-mail that is generated by

• Using Zia in Zoho Sheet data to research the internet and return answer to a cell in Zoho Sheet

  I'm trying to see if Zia (connected with OpenAI key) can take data parameters stored in a Zoho Sheet to conduct research out on the internet then return an answer into the same Sheet. I'm trying to do the equivalent of using something like the =AI() function

• Unattended Installer failure Error 1001

  I found by renaming the PC I was installing and trying again it work. This has happened several times when cloning and installing many pcs and forgetting to change the computer name before installing Zoho assist. Somehow I think the computer name is getting

• An error occurred while connecting to Yodlee. Please contact support.india@zohobooks.com and we'll help you out.

  Hello Zoho, We frequently get the below error while refreshing bank feeds in Banking Tab. "An error occurred while connecting to Yodlee. Please contact support.india@zohobooks.com and we'll help you out." Ticket No 90609456 Please fix the same. Than

• Zoho Flow reads record Tag as number instead of text string. How do I change it?

  I have experience with flow and have a number of them working. This flow is supposed to add a record in a custom module when a Contact record is edited or created with a specific tag. Trigger criteria is "Tag contains 'Athlete' ". However, the flow does

• Can't retrieve url after link in note is converted

  When in a text note if you paste a url after a few seconds Notebook will turn the link into a box with the title of the page that is a button to the website. You can click there dots to delete the new button but there seems to be no way to simply undo

• Font used in quote blocks are not consistent between devices

  Hello. I noticed that as of recent, the font used in quote blocks is not the same on every device. The screenshot posted shows how it looks like on both the mobile and browser versions respectively. Personally I like the browser one more.

• Change my Region of registration to Kenya and not USA

  help change registration region to Kenya

• My running bank balance and my overview bank balance differs

  Hi please assist me. Why would my running balance and my overview bank balance differs. The correct balance is my running bank balance

• KENYA REVENUE AUTHORITY ETIMS/TIMS INTEGRATION AND E INVOICING

  Dear Zoho, In reference to the above. I have been having challenges with e-invoicing with KRA e-tims to push my invoices and the integration. Below are some of the screenshots; Kindly help. Thank you. Will appreciate your quick response.

• Requiring Proxy

  We are trying to get support from a company that uses Zoho assist. When we download the helper it is questing that we put in a proxy. What info do we need for the proxy / or to not need a proxy? I have tried a hot spot and allowing the program through

• How to link Custom Fields in Ticket view

  Hi team, I have created 2 custom fields in our Accounts Module would like them to show in our ticket information. We don't have Enterprise so I cannot do it via a workflow, but I know you can do lookup fields to link modules. How would I go about making

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