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• When adding subform records, how do I access member fields of a name field

  I have the following code (runs when a record is added to a form) if (input.P_liza != null) { input_deal = input.P_liza; rec = form_mapping[deal_name == input_deal]; id = input.N_mero_de_documento_de_Identificaci_n_Alfanum_rico; contact = -----redacted------.get_crm_contact_by_id(id);

• Making "All Day Events" not default

  When I go to schedule an event, the All Day checkbox is ticked by default. Generally, I don't plan all day events, so is there a way to make that not checked by default? I couldn't find a setting for this...

• Create custom field in multiple modules

  I am trying to create some custom fields that will be in both leads and contacts module without having to create them separately and then mapping them. How is that performed? it is too time-consuming to create 20+ fields and then do the same thing in a different module when they carry the same info. The idea is that when we get a lead from web site, there are items that we capture and once that lead is a client and moved to Contacts, that info should come over. So trying to find an easy way to create

• Allow 2 logos for Branding, one for Light Mode and one for Dark Mode?

  Our logo has a lot of black text on it. If we leave the background transparent, per recommendation of Zoho, when a user is viewing a file and turns on dark mode, our logo is not really visible and looks really weird. It would be really great if we could

• Compensation | Salary Packages - Hourly Wage Needed

  The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.

• In Desk KB article, how do include an image in a numbered list without using a number or bullet?

  We need to include images in our KBA steps as a numbered list. Here I have numbered steps. I want the image no numbering or bullet. Open Purchase Order Entry. Select the mail icon: Select the Save button. I see your own articles have images in number

• Video Interview features

  I tested the video interview feature. It's supported only on desktop version of chrome/firefox. Most of the times, the candidates are available on their cellphone. Need to have this for mobile devices too.

• POS and payments

  Have i missed the point can i not use zoho POS as a payment terminal back into stripe like we can in Books?

• Delugeサーバーページ(HTML)での関数の使用方法

  Zoho Creator、Deluge並びに初心者です。 題名の通りDelugeサーバーページ(HTML)で関数が使用する方法を教えて頂きたいです。 ざっくりと説明します。 現在、1週間だけカレンダーを表示するページをelugeサーバーページ(HTML)内で作っております。 カレンダー内のボタンには翌週や先週を表示するボタンを追加しようとしています。 それらのボタンを押下した際、現在の日時に±７日をしてページを表示しなおす処理が走るようにさせたいです。 ボタンが押下されたとき、用意していた関数でその処理を実行する想定です。

• Automatically remove commas

  Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom

• Why does my salesiq dashboard doesn't look like the one on the admin guide?

  https://help.zoho.com/portal/en/kb/salesiq-2-0/for-administrators/setup-brand/articles/setting-up-the-website-channel#Launcher

• ENDPOINT ZOHO CREATOR

  I created a function to perform the action of POST, GET and PUT in order to use it outside our portal and create more dynamic forms using a cloud server. Params = “qAvhbBBJJsQysd45DdkvTR34A” Curl = “https://www.zohoapis.com/creator/custom/admin2844/vallesalud_julaje_private?publickey=”;

• MCP > Creator connection failing with Claude

  I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receiving

• Gantt Chart - Multiple Projects

  Hello, I have about 6 projects set up in Zoho and I am looking to see if it is possible to see all my projects on one gantt chart? Thanks Alex

• milestone dependencies

  It would be exceptionally useful to be able to assign dependencies on milestone/tasks. For example, if within a project I have three milestones for creating three ads for publication, but each ad also requires the logo to be finished by the graphic designer (a separate milestone), it would be useful to have the start dates of the later items dependent on another prerequisite component. That way, not only would I not have to enter the logo creation as a separate task for each of the three milestones,

• Need Easy Way to Update Item Prices in Bulk

  Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices

• Upgraded sentiment analysis model for more accurate detection

  Hello everyone! Sentiment Analysis in Zia is being upgraded to a newer model to improve how customer sentiment is detected and interpreted. This transition is aimed at getting better contextual understanding across all supported channels. As part of this

• Notebook Al

  Why was our organisation's Notebook AI disabled, even though our admin said it wasn't done on their side?

• Dashboard Filtering with 2 query tables using one filter field

  Hi There, I have been using user filters on the dashboard and for the most part they are fine. However I have one issue I would like to see if there is a fix for it. I have a main query that most of my widgets use. Then I have a second query for another widget. The dashboard uses the field "brand" in the main query for the filter.  The second query uses the main_query.brand field alongside fields from a second table. I have set the widget to use main_query.brand as a filter, but when the dashboard

• How to get static reports via Desk API

  Hello, we are hoping to use the Desk API to automatically export the default static reports in Zoho Desk, or reconstruct them via other API calls. What's the best way to do this? For example, if I want to recreate the Response Time static report via the

• What's New in Zoho POS - April 2026

  Hello everyone, Welcome to Zoho POS’s monthly update, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how April went. Access and manage other web applications in Zoho POS with Web Tabs You can now access

• Issue with adding “Roblox” as an answer option in Zoho SurveyО

  Hello Zoho Support Team, I’m experiencing an issue while editing a survey in Zoho Survey. For some reason, I’m unable to add “Roblox” as an answer option. The same issue occurs with any answer option that contains this exact combination of letters, regardless

• How to import MBOX to Gmail?

  In order to import or restore MBOX file backup Gmail account you can go for Advik MBOX to Gmail Import utility. This utility will import MBOX to Gmail or G Suite account without any configuration. This tool is considered as the most easiest and simplest process to perform email migration. Key Feature of this tool Import MBOX to Gmail in Bulk Maintain folder struture Retain Key elements Single Panel Interface 100% accuracy rate Download source : http://www.adviksoft.com/mbox/gmail.html

• Free webinar! Accelerate deals with Zoho Sign for Zoho CRM and Bigin by Zoho CRM

  Hello, Paperwork shouldn’t slow you down. Whether you’re growing a small business or running a large enterprise, manual approvals and slow document turnaround can cost you time and revenue. With Zoho Sign for Zoho CRM and Bigin by Zoho CRM, you can take

• Automatically set the default VAT percentage on a quote

  Every time I create a quote, I have to manually adjust the VAT and activate the checkbox for 21%. But all of our quotes include 21% VAT. So now occasionally, it happens that the checkbox is forgotten, and the customer receives an incorrect quote (without

• 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

• Bigin & Booking. Associate the appointment with existing customers in bigin.

  I tried to change the stage of the pipeline associated to a existing contact after he book a appointment in Booking. I use flow to create a event in booking when a appointment is done. But.... How can I relate the appointment with the existing contact

• Can Zoho Books support an Asset account as an item's purchase/COGS account? (Prepaid reseller use case)

  Hi everyone, I run a prepaid digital plan reseller business where I fund a vendor account upfront and draw it down as I make sales — essentially a float-based model, similar to a gift card or prepaid airtime reseller. The correct accounting treatment

• Quotes - Freehand line items - zoho crm

  Hi, In the zoho crm quotes module is it possible to add line items that are freehand typed? We have a business need to use the quotes module but the product nams/description, quantity, price, etc. needs to be freely typed rather than from a defined list

• TDS Payable report not Generating

  TDS Payable report for Last Quarter of FY 25-26 is not generating and giving error. Please get it rectified as soon as possble.

• Remove Zoho Header from Portals

  I have a portal page with custom domain. But when I print directly from a webpage, the Zoho CRM header shows. It kind of kills the branding aspect. Is there a way to get rid of this?

• Multi-column sorting

  Is multi-column sorting a planned feature for CRM? We are needing to sort by one column and then subsort by another column. I am just wondering if there is a planned feature that will allow this?

• Clearing Fields using MACROS?

  How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.

• Webinar Alert: Turn campaign leads into conversions with Zoho LandingPage and Zoho CRM

  Landing pages are great at capturing leads, but what happens after that is just as important. In this webinar, we’ll walk through how Zoho LandingPage and Zoho CRM work together to create a smooth flow from lead capture to follow-up and conversion. You’ll

• Catch-All Address: A safety net for misdirected emails

  Email is often the first point of contact with an organization. In many cases, a simple typo in a recipient's address can quietly turn into a missed message—a customer query never reaches support, a partner’s reply goes unnoticed, and the sender has no

• Need Assistance on Redirect URL or Button Based on Deal Stage

  Hello, I’ve developed a custom application and would like to achieve the following scenario: When a deal is moved to the Billing stage, an automatic trigger should execute and redirect to a URL that includes deal details such as Deal Name and Deal Owner.

• Zoho IMAP Access to mail doesn't sync messages

  As stated in the topic - I have company account email address setup, and it has ( as in the picutre ) ActiveSync and Imap access enabled. However the messages does not show up while logged in in Zoho Mail however when I log in in thunderbird everything

• 【無料／オンライン】5/21（木）開催｜Zoho ワークアウト ― ユーザー同士で作業・議論するもくもく会

  ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 5月開催の「Zoho ワークアウト」のご案内です。 本イベントは、Zohoユーザーが各自のテーマを持ち寄り、 作業を進めながら参加者同士で意見交換する「もくもく会」形式のオンラインイベントです。 「設定を進めたいけれど、一人だと手が止まってしまう」 「他社がどう活用しているのか知りたい」 「同じ課題を抱える仲間と話したい」 そんな方にぴったりのイベントです。 ▶︎ 参加登録はこちら（無料 / 残り3枠） URL：https://us02web.zoom.us/meeting/register/6ojuA778RqqWPOWzCaCU5Q

• i keep see there is a connetion issue connecting 3rd party api on zoho when using zia

  hi there , i have set up open ai api to zoho zia (copied and pasted to zoho zia) but I keep getting notificaiton "there is a connetion issue connecting 3rd party api on zoho" when using zia on top when click zia and try to type in word there

• Can't access google from toppings menu

  So... When I click the manage button in toppings, nothing happens. it won't let me access the settings.

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