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• Client Script $Crm.user.role returning undefined

  Hey all! I have a client script I'm trying to run based off of the user's role. I'm able to use the following: var fname = $Crm.user.first_name; To properly return a first name when logging in the console, but whenever I try the same with $Crm.user.role

• brackets to be used in COQL's Where.

  I use version 7 COQL to get Deals. It seems that I need to properly enclose the criteria in brackets in the Where, but I don't know the criteria to enclose them. I need to specify quite a few criteria in Where, so I would like a clear explanation. I am

• Once again, Zoho Tables downloads are failing

  We have a table from which we must download monthly. The downloads have failed in the past, and they are failing again today. Our preferred format is CSV, but we can, if necessary, take an Excel file and convert it to CSV. Unfortunately neither download

• Zoho Finance Workshop 2025 is Happening Now!

  Hello everyone! We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take

• how to check total number of customers utilized (Is totality, not per application)

  Hi all, How to check total number of customers utilized (Is totality, not per application) For example, I have two applications Application A (10 customers are using) and Application B (5 customers are using) I wish to get the value of 15 customers. I

• Grouping Forecast Achievement by Month

  Hi all I have the Forecast setup in CRM and I now want to create a dashboard widget on my manager dashboard to show our achievement against target by month. I can't see a way to group by forecast period or by forecast month in the settings for the dashboard.

• Cannot Access Admin Console

  Hello, After I upgrade from free mail to Lite Mail I can't access Admin Console. Always stuck like that. Please help, thank you. Regards, Arman

• Automatically Update Amount Field in Deals

  After a Sales Order is assigned to a Deal, I want the grand total of all associated Sales Orders to be automatically summed and written to the Deal's Amount field. The idea is to prevent users from manually changing the Amount. I'm finding it hard to

• Zoho Meeting vs. Zoom Meetings

  Where are apart of Zoho One, we currently use Zoom meeting for our weekly sales meeting. Would Zoho meeting have the same capabilities?

• Does Zoho Offer a Product Similar to SwaggerHub for API Documentation Sharing

  Hi, Maybe it's relevant to the zoho sprints community. We are looking for a solution within the Zoho ecosystem that allows us to share APIs with clients over the web, similar to what SwaggerHub offers. Something like this: Is there such a product in the

• Zoho Meeting functionality like zoom.us

  I think Zoho meeting is very immature. Please consider functionality similar to Zoom which has numbers in Australia and can allow up to 100 participants to connect with Video and screen sharing.

• Meeting vs Zoom and why we are moving

  Dear Meeting team,                                   I want to share my thoughts on Meeting vs Zoom and explain why we are moving back to Zoom for all our video conferencing, even though it is part of our Zoho One Subscription. 1). Video & Audio quality - We see a significant downgrade in video quality when using Meeting vs Zoom, even when using the same internet connections.  Meeting video is blurry and not sharp compared to Zoom.  Audio is also hit and miss on Meeting with frequent drop outs and

• Recording Control - start/stop functionality + local saving

  We are currently exploring Zoho Assist as an alternative to our current unattended access software. One feature that would allow us to look at the professional version of Assist vs standard is the recording feature. However, there are a couple of options

• Introducing Screening Bot for pre-screening automation

  We’ve transformed the chatbot experience in Zoho Recruit! What was once a general Chatbot for sourcing is now a streamlined system with dedicated tools. The original chatbot has evolved into the Sourcing Bot, while the newly introduced Screening Bot simplifies

• How to generate separate statements for each branch of a customer with multiple branches.

  We have a single client who has 5 branches. We need to submit the Quotes, Invoice, and statement for each branch individually. How can I do that? For now, I have created 1 Customer with multiple addresses for sending the quotes, But We are not able to

• Zoho Books | Product Updates | November 2024

  Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to Invoices

• Cliq Showing "couldn't connect your microphone" or "your microphone is muted"

  Hi - Wondering if anybody else is experiencing this issue. We have Zoho one and use Cliq as our main form of communication between employees as we are a 100% remote company. We also have a VOIP phone system we use. Randomly, my employees will get an error

• Is it posible to add deal via API

  Hello! I'm a little bit confused, what should I refer to if I want to add a deal (succes deal) via API? We register deals in separate app, I would like to integrate it into bigin.

• Where is the customization and extendibility of zoho inventory?

  After delving into zoho one subscription to test out systems we need for our business, I'm really disappointed after working in Zoho Inventory. Its features and customizability are extremely lacking compared to the other tools like CRM. In our case we

• Power of Automation:: Automatically sync the highest completion percentage from subtasks to the main task.

  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:-

• Any way to Associate a Recurring Invoice with Deal/Potential in Zoho CRM

  When we create an Invoice in Zoho Books, we have the option to associate that invoice with a Potential/Deal that is tied to that same customer. Can we do the same thing with Recurring Invoices? When creating a Recurring Invoice, I want to be able to Associate

• Introducing the Egnyte extension for Zoho CRM

  Hello Zoho CRM Community, How often do you find yourself switching between platforms just to find and share the right document? Is your team dealing with a lot of documents, making customer-related file management a constant hassle that slows down your

• 自動メールが送信されない

  ZohoSurveyの　編集→自動処理→メール送信　でアンケートに回答があったら、その内容がメールで届くよう設定しています。 3/5（水）までは自動メールが届いていたのですが、3/6（木）以降届かなくなっています。 弊社システム管理に確認してもらったところ、弊社のメールサーバーに到達していないとのことで、弊社の問題ではなさそうです。 ちなみに、自動メールの差出人をnotification@mail.zohosurvey.jp　に設定しても、自分のメールアドレスに設定しても、メールが届きません。 何かご存じの方がいらっしゃいましたら、ご教示いただけると幸いです。

• Extension: Send reply to customer, with attachment

  Is there an API call available for extensions to send a reply to the customer with an attachment attached? We have created an extension that generates an RMA sheet based on custom fields from the ticket and makes a PDF file out of it. It would be great

• Involved Account Types Not Applicable

  I am getting an error while trying to record a bill. I use zoho for multiple companies and this is the first time and error of this instance has occurred. Any assistance would appreciated.

• API in E-Invoice/GST portal

  Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.

• How to record income tax refund?

  I am not clear on how to record income tax refund in Zoho Books. It is not really taxable income, so how to I record it correctly?

• Send Twitter Reply with Image

  Hello, I'm using this api right now and it's work great for sending a text. But I wonder if there is a way to reply with attachment/image to twitter via API/agent dashboard. As I see no button to upload media

• учиться работать в ЗОХО

  Здраствуйте! Подскажите, пожалуйста русскоязычного преподавателя обучению использования ЗОХО?

• Kaizen #2 - OAuth2.0 and Self Client #API

  Hi everyone! Welcome back to another week of Kaizen!  In this post, we will shed some light on the OAuth2.0 protocol and how you can use Zoho's Self Client option to authenticate your application and generate the tokens. What is OAuth2.0? OAuth 2.0 is an industry standard protocol specification that enables third-party applications (clients) to gain delegated access to protected resources in Zoho via an API. Why should we use OAuth2.0? Clients are not required to support password authentication or

• 400 Bad Request - Unable to process your request

  Hello, Today (13/03/2025) there was a problem with the advanced forms in ZOHO DESK. I have them integrated into my site - I front-end collect the data needed for the form - populate the form with them and submit according to the POST method in the code

• What am I doing wrong? (updating existing tickets via email)

  I'm trialing the free tier of Zoho Desk. When I try to send email to my support address to update an existing ticket, Zoho Desk keeps creating a new ticket. I've tried putting the ticket number in the subject in the format [#ticket#] and [##ticket##].

• Loading Zobot codeless builder is painfully slow

  Lately, editing ZoBot has become extremely slow. When entering ZoBot, it takes a long time to load, and even the browser sends a notification saying that the page has crashed, asking if I want to force quit or wait. It's very frustrating.

• Custom date filter in report (Up to specific date)

  I am trying to add a date selector to a page to filter through a report as shown in this video. https://www.youtube.com/watch?v=Otm3_7jJE7A I want however to make a slight modification. I want to make with the selected date a in between (between today

• Notifications mention the wrong user when tickets are updated.

  I'm having an issue with the notifications/Feed in Desk when tickets are updated in any way. All actions taken are assigned to a single user no matter who performed the action. For example lets imagine my organisation has 3 users: User A, User B, User

• 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

• Kaizen #91: Dynamic Lookup filters using Client Script

  Hello everyone! Welcome back to another captivating Kaizen post. In this post, we will explore the process of implementing lookup filters using Client Script. What is a dynamic lookup filter? A dynamic lookup filter is a feature that allows you to specify

• Assign layout when using TIckets API

  When using the tickets api to create a ticket, can you assign a layout? I don't see it in the list of fields availabe.

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• How to make the Merchant and Expense Date fields required when entering a new expense

  How do I make the Merchant and Expense Date fields required when entering a new expense? I was able to make the Projects field mandatory by going to Admin < Settings < Customization < Modules < Expenses < Fields and checking the mandatory box, but the

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