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• Displaying Notes/Description Columns in "All Expense" showing Tabs

  It's surprising to see there is no option to view description columns in tab showing all expenses. There are provisions for Reference# and Status, but why not the description/notes. Please Add. Thank You.

• CRM is shut down.

  Weekly Issue. Every button is shut down. Record cannot be saved. Stability is a joke.

• Mail is sent twice!

  Been using Zoho for a while now. Installed Zoho for someone else and some weird things are happening. Mails are being sent twice. He is using Thunderbird as an email client. I already read about email being duplicated in the sent folder. But in my case

• Weekly Tips: Protect Confidential Information with PGP in Zoho Mail

  We deal with confidential information almost every day, whether it is being sent out or received. Though emails sent using Zoho Mail are encrypted both during transit and at rest, attempts to access and steal your sensitive data are always a threat that

• How to change back to the old version in zoho support

  Please let me know how to change it back to the old version. The new version is too slow and hard to manipulate. 

• Cant set required field

  When trying to set a field as "required" - it is coming up with an error which states it is not "read/write" and to change this to allow the area to be mandatory - however it IS read/write for ALL users and profiles? Please can someone advise?

• Digest Maart 2025 - Een terugblik op de Zoho Community van Maart

  Beste Zoho Benelux Community, Het eerste kwartaal is voorbij en we beginnen met frisse energie aan het tweede kwartaal van het jaar! De afgelopen maanden heeft Zoho niet stilgezeten en we hebben een aantal spannende updates, nieuwe productlanceringen

• Dashboard tabs - last month relative

  Hello, On my dashboard, it has "last month relative" under some tabs such as deals created, for example, highlighting if it has increased or decreased from last month. Is it possible to add this feature onto the other tabs? There are a handful which don't

• Zoho Books: Please ensure that the "description" has less than 100 characters.

  I have this code written to convert Quote into an invoice and keep getting an error even while saving the code. Error: Please ensure that the "description" has less than 100 characters. // Replace with your actual organization ID and connection name org_id

• An edit in Sheets is not being updated in CRM

  An edit in Sheets is not being updated in CRM. Does the Sheet need to be manually re-imported?

• Tip of the week #50- Access Zoho WorkDrive from your inboxes !

  Zoho WorkDrive is a secure online platform for teams to store, manage, and collaborate on content. Use the Zoho WorkDrive extension for Zoho TeamInbox to easily access and attach files from your shared mailbox. The files in Zoho WorkDrive can be accessed

• Custom fields wont add options

  I've got a custom field in my projects template. Im trying to add another option but it wont let me. Is there a limit to how many options can be added?

• Zoho Books | Product Updates | March 2025

  Hello users, We have rolled out new updates in Zoho Books to enhance your accounting experience. These include the ability to create workflow rules for manual journals and Multi-Factor Authentication (MFA) for customer and vendor portals. Explore these

• Sorting task lists name

  Could you please make the the task lists' name in move task function be alphabetically sorted? Thanks, -Jale

• invite Guest has disappeared

  hi It was there yesterday. I can not see a reason. Not other other than below.

• Splitting Transactions in Zoho Books

  I have read in past forum posts that the ability to split bank transactions would likely be implemented - it's definitely a typical accounting program feature.  I'm new to Zoho and thought I'd found nirvana until I realized this feature doesn't seem to

• Recording overpayment?

  So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?

• Customer Statement Template

  Hi. how can i add order number "customer LPO number" in the customer statement. regards

• How to shuffle the questions or Random sample a few questions from a question base?

  I have a large number of questions (> 100), so I want each respondent to do just 5 or 6 of them, but I must need shuffling questions or random sampling from questions. Do Zoho form have this feature?

• Submit form to create estimate

  Hi I'm really hoping someone can help me understand the deluge script that is needed to make this work! Basically I have a form which includes a sub form in it. Between the forms they collect customer data, such as name, address, contact number and information about rooms in a house such as measurements and items that might be installed in them, all combined they will be used to provide a quote/estimate. The form is all working nicely, however, I now need to add some script to send some elements

• Zoho Forms data passed through Zoho Flow to On-prem SQL - Sub form issue.

  Hi All, we have a number of forms now setup in Zoho Forms that contain subforms. We have integrated Zoho Flow into Forms and have a few of our standard forms inserting the data correctly into a On-Prem SQL server. Our issue now is, how on earth can we

• While retrieving the Balance Sheet Report, there is always this "COST OF GOODS SOLD", This is not editable.

  Hi Zoho & Readers, While retrieving the Balance Sheet Report, there is always this "COST OF GOODS SOLD", which is reduced from the Sales to arrive at the gross profit. The issue I face here is that Service Oriented Companies don't incur any COGS, hence

• Faciliter le travail avec Zoho Cliq 6.0

  Nous sommes ravis de fêter le septième anniversaire de Zoho Cliq avec le lancement de la version 6.0 : Simplifier le travail. Cette version contient de nombreuses mises à jour conçues pour améliorer votre expérience de travail. Grâce à de nouvelles fonctionnalités

• Voici Zoho Tables - l'outil de gestion du travail

  Nous sommes ravis d'annoncer le lancement officiel de Zoho Tables ! En quoi consiste un logiciel de gestion du travail ? Lorsque les résultats sont encourageants, c'est qu'ils reflètent une gestion efficace du travail. Cependant, au niveau des opérations

• customer satisfaction records

  Dear Zoho Team, Is it possible to get "customer satisfaction records" from all customers that we invoice through your portal. This query is raised with the view to satisfy ISO 9001 standards requirements. Kindly advise. Regards Anil

• External Interviewer for Zoho recruit

  We do three rounds of interviews. We are a IT Staffing firm and it is common for us to interviews scheduled with interview panel whose emails are not on Zoho one or Zoho recruit Round 1 - Technical screening interview. In this case the technical screener

• Turn off Inventory/Inventory while creating Sales invoice

  I am using Zoho Books only for accouting and have a seperate billing software which contains the data of Inventory quantities, so I want to account only vendor/ customer which creating sales/ Purchase invoice without the items, is it possible to create

• Transferring Attachments from Lead to Account

  Hi All, I'm trying to create a function that will transfer attachments in leads to the newly created account. I know there's an option to choose where the attachments go when you click the standard convert button but we have a high volume of conversions

• How to Search Records Using Zoho Desk API with Custom Fields - Account, Contact & Custom Field

  🔍 How to Search Records Using Zoho Desk API with Custom Fields Hello Team, Today, I’m excited to share a useful tip on using the Zoho Desk Search API to search data like Contacts, Accounts, or any other module using custom fields. This includes searching

• Pueden ayudarme hacer ua lista por favor

  Quiero hacer una lista que se encuentra en una columna de otra pagina

• Zoho Books: How to trigger workflow in Deluge script

  💡 How to Force Execute Workflow in Zoho Books Using Deluge Hello Team, If you're looking to forcefully execute a custom function or workflow in Zoho Books, you can do so by using the special header node X-ZOHO-Execute-CustomFunction in your API call.

• How to redirect from Zoho page to external

  Please explain how I can invite people to visit http://www.myzohosite.com/survey  and have that page redirect to http://externalsite/limesurvey/123456 I'm thinking that embedding an HTML redirect in my zoho page would be immediate whereas a CNAME record would take hours to permeate.  I don't know how to do either unfortunately.

• Connecting Contacts and Leads

  Hi, I found out that if a lead is already converted to contact, and another lead comes into the system (with the same data), they can live side to side without any connection between them (although they have the same email/phone in both). Is there a way,

• Solution for connections to HDR desktops looking overexposed in Zoho Assist

  I have been having issues when connecting to HDR desktops (my monitors are also using HDR) from Zoho Assist and I managed to find a solution. Zoho support told me to turn off HDR but that was not an option in our current workflow. The issue was that the

• Inner height of calendar inside a page

  I have a page in Creator with 4 calendars inside it. I reduce their height to all make them fit inside tha screen without scrolling(see image blue contour). I would like to remove the scroll INSIDE each calendar. Is there a way to modify the height of

• import .pdf with text

  can you import a .pdf with text fields and then edit in zoho to make a form?

• Web Tabs in Zoho Projects

  Web Tabs are browser tabs that can be accessed within Zoho Projects. You can associate a web tab to specific projects and user profiles. By doing so, only the users of that particular project will be able to access the web tab. To create a Web Tab, you

• Urgent: Slow Loading Issue on Zoho Commerce Website

  Dear Zoho Support Team, I am experiencing slow loading times on my Zoho Commerce website, which is affecting its performance and user experience. The issue persists across different devices and networks. Could you please investigate this matter and provide

• Candidate Interview Feedback

  How can we define ratings for candidate feedback post her interview

• How to add a banner at top for sales or announcements

  Hello, I am trying to create a banner at top, which is gonna remain there above header. I tried to use message bar, but it comes with an agree button, and on click it disappears. Instead o want to use a banner for a promotion, sales etc. How to create

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