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• How do I categorize my Sales Tax payments on bank statements

  I have uploaded my bank statement and I am trying to manually categorize my sales tax payments and I am not able to use a liability account - using the standard account for Sales Tax / Tax Payable. What am I doing wrong?

• Can't create Workflow for Module 'Service Appointments'

  Hey everyone. I am trying to create a workflow from FSM to Desk. When I start the creation process I select the Module (Service Appointments) and then title it and hit next and it just sits there. Now If I select a different module it works fine. Have

• Is it possible to set a default field value in a Layout Rule?

  I would like to be able to set a default field value based on a layout rule, rather than a default value in the main layout screen. Example: if Field X is set to 'Banana' then set the default value of Field Y to 'yellow' if Field X is set to 'Strawberry' then set the default value of Field Y to 'red' Is this possible? I don't want to use a workflow rule because a) we've hit our limit and b) it needs to happen straightaway whilst the user is on that screen.

• Update Client Record based on creation of custom module record

  Hi! Hoping for someone's help with this one. I have a custom module called 'Agreement History. Whenever a deal is won, it creates a new record in this module with associated 'Products' and 'Clients' to track rental history and contracts. What I'm trying

• 【Zoho Projects】時間基準のワークフロールール

  本投稿は、本社のZoho Desk コミュニティに投稿された以下の記事を翻訳したものです。 Time based workflow rules for projects and tasks ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 プロジェクト管理者は、タスクの締め切り管理、通知の送信、フォローアップなどに多くの時間を費やしています。 これらの作業を手動で行うと、負担が増すだけでなく、対応の遅れや漏れが発生する可能性もあります。 Zoho Projects のワークフロールール（時間基準の処理）は、こうした繰り返し行う作業を時間基準で自動化し、

• Making post copy bold and other limitations

  Hello, Posting through Zoho Social, copy that I make bold in the post copy field appears differently in the actual post. eg: 'Exciting UnLock News!' is supposed to be in Bold San-serif, however it displays as bold Serif font instead. Can this be fixed?

• How do I update custom fields for a contact via the API using the List Management API

  I have added a new contact via API, which is just the email address. I now need to add first name, last name, and a few other custom fields (and their associated data). I can't seem to find an API that allows me to update contact information?

• Amazon Integration

  Hi, I am seller on Amazon , & I would like to sign up for Zoho books. However my question is can we automate/integrate invoicing, charges and returns in amazon with Zoho using API? Do you have a developer for this? I did take a look at zapier however it just has a create Invoice function nothing else.

• Connector working as expected but not when called from an extension

  I am playing around with building a Zoho CRM extension and seeing if anyone has some insight on the below issue I am facing. When I execute the Connector API it works as expected returning me the download URL for a merged document that has merged successfully.

• Inserted Records not showing in Kanban view

  When insert a new record into a report from a workflow, it doesnt show in KANBAN view. When i view the report in a regular list view, the records are there. If i edit the record (while in list view) and then update it at all (even if i dont change anything,

• Zoho creator dropdown option update using deluge

  Hi how can i add options in dropdown rather than updating manually

• Add an Iterator Module to Zoho Flow

  Hi Zoho Team, I hope you're doing well. We would like to request a new feature in Zoho Flow: an Iterator module. An iterator is a special type of module that converts an array into a series of bundles, outputting each array item as a separate bundle.

• Restrict form submissions based on records of another form

  Hi, is there a way to restrict submission of one form based on records of another form in creator? For example, there are two forms: one to collect user registration details, and one for a registered user to submit information. If there is not a record

• Forwarding email into Desk - DMARC errors

  Hi, Our email domain is hosted through Exchange Online (Office 365). Customers email support@ourdomain.xyz which is delivered to Exchange. Exchange rewrites the TO email header to the email address associated with our Zoho Desk (support@ourdomain.zoho.xyz).

• ASAP Chrome Extension not loading

  We have ASAP enabled in Zoho Desk. I installed the ASAP Chrome Extension (Windows 10), but when I click the extension button while on our site, it never fully loads. I just get what's shown below.

• Why is the Zoho portal not mobile friendly?

  I just got started with the portal and im sort of shocked how it looks. I already filled a hint/complaint about this. On the website you see a wonderful site with a modern design. Yet in real life its a mid 2000 look and feel. One major issue i see thats

• Unable to access Zoho Help Community on my main browser

  Hi, I have been unable to access https://help.zoho.com on my chrome browser for a while now. Initially I thought it was a glitch from Zoho, but when I accessed from incognito mode, I was able to access it. I have cleared cache - cookies, but still access

• Free Webinar Alert! Building Your Brand: Solopreneur Tips to Use Zoho Mail

  Hello Zoho Mail Community! We’re excited to invite you to an exclusive session: "Building Your Brand: Solopreneur Tips to Use Zoho Mail." In this webinar, we’ll explore how Zoho Mail helps solopreneurs create a professional brand with custom email domains,

• Tip 24: How to generate a file preview in a report without downloading it.

  Hi folks, This month we will teach you how to preview a report file before sending it to someone or sending it for approval. While viewing reports in Zoho Creator, users cannot access or preview files uploaded through the File Upload field without downloading them.    In this tip, we'll show you a way to do this. Key concept: The best way to achieve this function is to preview the uploaded file's content using the Add Note field in a stateless form (pop-up window) based on the record ID.   Use case:

• Enhanced Column Customization in Zoho CRM Email Templates

  Dear Zoho CRM Team, I'm trying to create a footer in the Zoho CRM email template based on a specific design, but I’ve encountered limitations with the current WYSIWYG editor. Currently, the editor only allows adding preselected column structures with

• Instantly refine your CRM dashboard using Filters and download underlying data – all in a few clicks!

  Update: The enhancements mentioned in this post have been released to all users in all DCs. Hello everyone, Imagine you’re a sales manager overseeing multiple product lines across different regions. You're viewing your sales dashboard in Zoho CRM, which

• Understanding "Deposit from Other Accounts" vs. "Sales Without Invoices"

  Hello, Zoho team! I am a new Zoho Books user trying to correctly input some historical financial data. I'm hoping you can help me understand best practices for when to use "Deposit from Other Accounts" vs. "Sales Without Invoices." I'm an author who receives

• I can not receive emails.

  MY MAIL BOX DOSE NOT REISIVE ANY MAILS

• How to Export Filtered List of Contacts?

  This seems like it should be simple, but I'm stymied. I'm trying to export a filtered list of my Contacts for analysis in a spreadsheet. The use case is that I'm an ecom business based in the US. The bulk of our customers are individuals stored as Contacts.

• ERROR CODE :554 (certain recipients are bouncing my emails)

  I had set up my SPF, DKIM, and DMARC properly as far as I know, and they look proper according to mxtools and some other online checking tools. My mail does go through to gmails (although still was in spam at first), but certain domains bounced me. I'd

• How can I create a deal with multiple payment milestones in Zoho CRM?

  Hi. We are a services based company and most of our deals involve monthly invoicing for T&M work or payment milestones for fixed price projects. How can I create a Deal in CRM that shows monthly (or multiple) payment milestones, rather than just the total

• View and manage your records in Calls, Events, Tasks, Contacts, and Accounts with Table View

  Hello everyone, So far, Table View was available for the Tickets module; now, we have included it for the following modules as well: Calls Events Tasks Contacts Accounts Managing customer interactions and activities often requires navigating through multiple

• Contacts are imported successfully but ignored when I send a campaign (due to non-marketing type)

  Can someone please help, When we sent a campaign yesterday, we received the following message: "The number of contacts from the selected mailing lists are 161. We have ignored 11 contacts due to its non-marketing type." So only 150 people got the message.

• How to add Line Breaks for Task Description with API v3

  How do we add line breaks to the Description field of a Task using API v3? https://projects.zoho.com/api-docs#tasks#create-a-task Previously I was using "<br>" with the old API. When I use that with v3, it just prints "<br>" as text instead of adding

• Extract first and last name

  I am trying to build a custom function in Flow, when a new Zoho Booking is added I want to split the Name field into first last name. I understand the function needs to be a string and this works but I am unsure how to write this in the flow script. result

• I have a problem which is that the posts are not published

  I have a problem, which is that posts are not published. Since yesterday, I have tried more than 50 separate posts without any new information.

• Uploads in creator app

  So I have a file upload in the app, I can upload the file to it easily, but can't then download that file, there appears to be no option to?

• Ayuda: Cómo Integrar / configurar el Facebook API de conversiones con Zoho Sites

  Buenas tardes foro, no sé si ya se ha respondido esta solicitud, soy un usuario de zoho con nulo conocimiento en códigos, programación y queria saber si existe un tutorial o un paso a paso de cómo Integrar / configurar el Facebook API de conversiones

• Push app events to Zoho CRM for enhanced engagement

  Push app events to Zoho CRM for enhanced engagement Hello Apptics Community, Introducing Zoho Apptics' integration with Zoho CRM – a new addition to the list of apps you can integrate with Apptics! You can now analyze event data from Apptics alongside

• I can't auto-scheduling calls down - the code does not change anything

  Hi, I was trying to set a function that auto-schedules calls based on their call result; i.e "Requested more info". I had also included a reminder to send an email in the code. I logged a test call and nothing changed. Is there anything wrong with the

• setting owner of note when adding via deluge

  My organization has requested the ability to mass update the notes related list in the deals module. Since this can't be done with the mass update feature, I created an update "notes single" line field and created a workflow rule that triggers a function

• Using Linkedin as 'Unique Identifier ' for Duplicate Management for Candidates and Contacts in Zoho Recruit

  Quick hats off to Zoho Recruit on the functionality of Unique Identifier ' for Duplicate Management for Candidates and Contacts in Zoho Recruit. I recently added the ability to manage duplicates based on Linkedin profile. Candidates' and Contacts' email

• Merge field support in Field Update

  Hi,  We have a use case that requires values of certain custom fields in Deals to be copied back to corresponding custom fields in Contacts module whenever those fields are changed in Deals. The field update action on Workflow rules doesn't allow specifying

• Improve Zia Data Foundation

  Hi, is it possible to manually improve Zia's CRM data foundation for companies? Zia tends to give data based on foreign companies but we only operate in the German market. Even if I specifically but the German company name and the URL to the german imprint

• Merge Fields in Zoho CRM Update Field Action

  My idea/feature request is to add the merge field feature to the Update Field Action. I have a use case where I want to update a URL field in CRM with multiple variables from a Deal record. I'm aware that I can do this through a custom function but this

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