ご検討中の方

• Recent Topics

• Optimizing Zoho CRM Integration – Tips & Insights Needed

  I hope you're all doing great! I'm currently working on integrating Zoho CRM with our platform, which helps users get iPhone Free of cost through verified government programs. Everything's coming together nicely so far, but I'd really appreciate some

• Forms - Workflow

  Apologies if this has been asked before. I would like to know if there is a way to setup a form where a customer completes the fields/questions on Page 1 and then it is forwarded to an internal department employee who completes the fields/questions on

• GSTIN Public Search API

  Does zohobooks have an api using which i can search GST numbers and get their details?

• Multiple locations but one parent company

  I am trying to configure my accounts that have multiple locations under one parent company to show separate locations in the portal.   

• Using the "Like" operator in Custom Formula

  HI there, Can someone please explain the way to use the "LIKE" operator in an IF statement to compare strings? I have tried the following but am not getting the results I'm after. if( "CurrentStatus" like 'Rejected*','Unsuccessful','Pipeline') Thanks Matt

• Choice-based Field Rules on Global Lists

  Hi, The new Choice-based Field Rules should also be able to work with Global Lists not just local lists. Thanks Dan

• Customer Parent Account or Sub-Customer Account

  Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

• Writing SQL Queries - After Comma Auto Suggesting Column

  When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone

• How can I populate dropdown data with information from another source or app?

  I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?

• Mass Print Attachments from Selected Records in Custom Module

  Dear Zoho CRM Team, We’d like to request a feature enhancement regarding the handling of attachments. Use Case: We have a custom module that stores invoices uploaded by our affiliates. Currently, we need to open each record individually to print these

• ABA Files payment description

  Hi, is there a way to automate the payment description on the ABA file creation. When you paying many vendors having to put this in each time is very time-consuming. I couldn't see if there was a way to workflow this to automate using deluge.

• Is there a Waiting Room Before The Webinar Starts?

  It appears that there is no waiting room before a webinar starts. For example, with most webinar software you can collaborate with your co-presenter, set up your presentation and check to make sure everything sounds right before you go live. Zoho Meeting/Webinar

• How to handle this process need using a Blueprint?

  See one minute screen recording: https://workdrive.zohoexternal.com/external/eb743d2f4cde414c715224fc557aaefeb84f12268f7f3859a7de821bcc4fbe15

• GDPR Contd. - Handling Lawful Bases for Your Customers using Zoho CRM.

  Hello folks,   Continuing from our previous GDPR post, we bring to you the first cut of GDPR centric enhancements that are released for handling lawful bases for your customers in Zoho CRM. For your understanding we have split the entire process into three sections: Identifying Data Processing Basis Updating the Data Processing Basis in Zoho CRM  Consent Management in Zoho CRM 1. Identifying Data Processing Basis The fundamental principle to handle the personal data of your data subjects is to process

• Upgrade the Lato font to the Lato 2 font

  While there's not a major difference, I noticed that Zoho doesn't use the upgraded Lato 2 font but it instead uses the standard one. Lato 2 enhances the look of letters and numbers when you italicize them, among little things that get tweaked. Is it possible

• Validation Rule (Date)

  Hi There,  Can any anyone help me with the validation rule? I'm trying to fire a rule whereby the End Date cannot be before Start Date.  Any takers?  Manoj Nair

• Masked Field Type with Permission-Controlled Visibility in Zoho CRM

  Dear Zoho CRM Team, Greetings, We would like to request a new feature that would enhance data security and access control within Zoho CRM, especially when handling sensitive internal information. Use Case: Our team occasionally needs to store sensitive

• TDS Filing

  Is there any option for automatic 26Q and 24Q filing in Zoho books. Even Tally has this option. Why don't Zoho has this ? Is there any customisation available for this ?

• How to properly setup Databridge on Linux Server?

  Hello guys, i am running a Linux server on which I am installing the Zoho Databridge via command line. The Zoho tutorial ( https://help.zoho.com/portal/en/kb/analytics/user-guide/import-connect-to-data/databases-and-datalakes/articles/postgresql-3-3-2021#1_How_do_I_install_Zoho_Databridge

• Running Balance in Account Statement.

  Running balance should come by default in the accounting statements but in ZOHO we need to customize every time to get the running balance in accounting statement. I did not understand, when the bank account statement opened from Bank Menu can show the

• Haven't used banking function for years and now want to reconcile and clean up my account

  I'm in the UK and have been using Zoho Books for my private mental health practice since 2018. Up until recently, I've entered everything manually and not reconciled any items with my bank account. Every year, I run a report for that year and use that

• invalid element hsn_or_SAC

  Hi, I am trying to record expense in Zoho expense. when submitting I am facing this issue invalid "element hsn_or_SAC" please help me with this. Regards, Abdul Hameed M

• Configuración

  Hola acabo de instalar Zoho CRM y quiero configurarlo correctamente. Al respecto me surgen algunas dudas tales como la diferencia entre: Cuentas, posibles Clientes y Contactos. ¿Conceptualmente que son cada uno? ¿Como se se relacionan entre ellos? Si

• 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

• Recap - Desk Story Series

  In our exploration of the Wheels of Ticketing Series, we kicked things off by diving into a fundamental element of Desk Ticketing: the fields. These fields serve as the building blocks that gather essential information about tickets, customers, organisations,

• Customization of Chat Transcript Emails in Zoho SalesIQ

  Hi Zoho SalesIQ Team, I hope you're doing well. We would like to request the ability to customize the email template that is sent to clients when they request a chat transcript from SalesIQ. Currently, when a client clicks the button to receive their

• Tip of the Week #60– Reduce response time with shared inboxes!

  When customer messages are scattered across different platforms and team members aren't sure who's responding, delays are inevitable. Slow responses frustrate customers and create a poor experience for your brand, especially when expectations are high.

• Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

  Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

• Hybrid project management in IT and software development services

  Project management models serve a wide range of audience, however the highest takers for Agile project management methodology are the IT and software services industry. The flexibility to develop and release software iteratively with continuous improvement,

• Introducing Forms in Zoho Sheet

  We hereby bring you the power of ​forms in Zoho Sheet. ​Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether you

• Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more

  Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by

• How to overcome Zoho Deluge's time limit?

  I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries

• 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,

• Issue with Missing Scope for Creating Service Report via Zoho FSM API

  Hello @Latha Velu , I am currently working on creating a connection to create a Service Report in Zoho FSM using the API. However, while configuring the required scopes, I noticed that the scope ZohoFSM.modules.ServiceReports.CREATE which

• What's New in Zoho Inventory | January - March 2025

  Hello users, We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. Email Insights for

• Overdue payments pending approval max

  I needed to validate update the email to pay for goods sold out, travel expenses and cars and vehicles for office, office supplies, properties purchase etc

• How do I mass edit time entries?

  Since you can not filter or sort time entries by what has and has not been invoiced (you can only see the icon but not separate invoiced from non-invoiced), I would like all time to initially be entered in as un-billable and I can change to billable as I bill them. (since you can see this separation)  So my question is HOW do I mass edit this? Can it be done?

• Zoho Booking Page Footer

  Is there any option available to add social media, like LinkedIn, on the Zoho Booking page?

• Global Sets for Multi-Select pick lists

  When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

• Custom SMTP is now available in Zoho Sign

  Hi there! Want to send Zoho Sign emails from your organization's or personal email server? Look no further! Zoho Sign has introduced custom Simple Mail Transfer Protocol (SMTP) for Enterprise users across all data centers. By enabling custom SMTP, you

• Next Page