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• Recent Topics

• Exporting uploaded files in bulk on Zoho Survey?

  Hi, I have a survey that includes an image upload field, I'd like to be able to export the individual responses in bulk, but it appears only the name of the image uploaded, and not the image itself gets exported. Any way to have the images be exported

• Quantity available in Item adjustment with batch tracking

  Hi! I'am trying to make a quantity adjustment for an item with positive phisical existences... I have a batch with 3 units in it... But when i try to adjust to let the item with 2 existences it says that i don't have enough available quantity to adjust...

• How to convert Item to composite Item

  Dear Team, We need to convert Item to composite Item as Zoho is importing partial information from Shopify.

• Is the a warning for when a customer is outside of payment terms?

  Hi there Anyone know if this is available? I know there's a warning when over the credit limit, but is there similar warning for when a customer is overdue based on time? (for example, it was due end of last month) Thanks!

• Migrated to Locations : Experiencing problems with serialized inventory - anybody else?

  Hi, Just thought I'd reach out here to see if there are other users with difficulty since migrating to Locations (from using multi warehouse). most of our errors seem to involve our serialized inventory: - cannot add items to package from sales order

• Inventory Valuation Method Feature

  Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumed

• Do I need both CRM and Campaigns? And best practices.

  Hi Everyone. I have done a bit of research and feel good Zoho. I'm especially interested in the possibility of campaigns and CRM integration but I have some questions. QUESTIONS Do I need to work with both CRM and Campaigns? Are they redundant? Or do I need both for different tasks? I want to import my existing MailChimp email subscriber lists (with various custom fields) but I'm not sure if I do that into Zoho Contacts or Campaigns or CRM? What are best practices?  In further detail, I have various

• Separate Triggers and Enhanced Information for Zoho One Departments and Groups in Zoho Flow

  Dear Zoho Flow Team, I hope this message finds you well. Currently, there seems to be a mix-up between zoho one departments and groups in Zoho Flow, which causes some challenges in handling triggers effectively. For instance, when using the "User added

• Add Undo Option to Knowledge Base Editor

  Unsure if this has already been brought up, but can we add an "undo" option to the Knowledge Base article editor? CTRL+Z deletes the entire article and going through every single draft of an autosave to find the version before something went wrong can

• Notification sender email is coming from Zoho, not from my domain

  Hello, I have Zoho Desk configured to use "From address" as my domain support email i.e. support@ mydomain.com (email is verified) , we send automatic notification to contact (customer) when they submit a new ticket. Yet the notification email is sent

• Can Knowledge Base Article width be increased?

  Hello Zoho Team, There is this limitation we want to break. Is it possible to modify and increase the size of Knowledge Base article width which is currently set to 870px?

• How to change the colors on Help Center Elegant

  Hello, I am looking to make a few changes to the Help Center Elegant - change orange color to blue. - hide help center search form ( currently disabled function) See below screenshot. Many thanks in advance,  Kind regards, Hasna

• did you stopped Repeat Posts from my standard plan? if yes I will end my subscription immediately

  did you stopped Repeat Posts from my standard plan? if yes I will end my subscription immediately

• how to stop auto responders to Instagram messages?

  I have a problem that if we are tagged in an Instagram post or a story, then that is seen as a message - which is all fine however - an autoresponder is then sending a reply to the person that tagged us saying "please send a text message" - which I assume

• in contact and company the option all emails not showing the emails

  Hi I notice when we want to see all the emails for all contacts it does not show up. This happens to option tab contacts and company. If you want to see the emails and you have for example 5 contacts you have to choose one by one.

• How to update a custom field in zoho inventory?

  I have a custom field in inventory that I'm trying to update through deluge in creator but I keep getting a strange error. Here's my attempt at updating the custom field. The name of my custom field is "cf_substatus" and I noticed that it was contained

• Please add support for a "return" statement that can be used in the middle of a function

  I'd really appreciate the ability to use a validity test near the beginning of a Deluge function and exit the function early if the test fails. That is, support a "return" keyword that immediately exits the function. This helps avoid messy concentric

• Zoho CRM's new Homepage component: See all your activities in one powerful view!

  Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailored

• CPQ Quantity suggestion does not allow multiple products

  I have come across an issue in the CPQ Product Configuration. I want 10 products to trigger the suggestion of an additional product via the quantity in quoted items function. However, when specifying the configuration, I am only able to choose one base

• Introducing the New SalesIQ Live Chat Widget: Twice as Fast, Fully Optimized for Engagement!

  Hello everyone! To celebrate our 10-year milestone, we're thrilled to unveil the new and improved SalesIQ Live Chat Widget! Redesigned at both the User Interface and performance levels, this enhanced widget is not only optimized but also 2X faster than

• Due date calculation

  Hello, can the due date on a recurring invoice be one day before the next invoice? I tried to use the term "Net 30" but this won't work because some months have 30 days and some have 31. Example: invoice date: 20/10/2024 I want the due date to be 1 day

• Kaizen #178 - Filters & Criteria in Zoho CRM APIs

  Hey everyone, and welcome back to another week of Kaizen! Ever felt overwhelmed by the sheer volume of data in your Zoho CRM? Sifting through countless records to find exactly what you need, or to operate on specific records that meet a certain criteria,

• Bulk Update: Filter doesn't work

  Hi I have 4 transactions in a category I made called 'Refund for Owner'. This is a subgroup within 'Other Income'. In Bulk Update, I apply the following filter:- I get 'No transactions' found. Any idea why? For reference, here are the 4 transactions:-

• Admin console Access denied

  What should I do? I am the administratore.

• How to see if employee's timer is running?

  I am portal owner. I want to know if my employees are effectively working on their tasks. They are required to use timer for each task. How can I see if user's timer is running? is it possible to see across all the projects? Thanks

• Export List of Dates Only from Projects

  The chart we are using is too big to be legible so I want to print the list of dates with it. There doesn't seem to be a way to do it. Even Print view cuts off the dates. Why does it do this? Is there a way to print the Tasks and Dates only?

• Progressive Invoicing

  Progressing invoicing is needed for many industries. It would be great to see it implemented into Zoho Books as well. Set up and send progress invoices in QuickBooks Desktop (intuit.com)

• Unchecked an option in a checkbox when another option is checked

  Hi, in a Creator form, I have around twenty checkbox fields, named for example "cb1", "cb2", "cb3", etc... Each of these fields have two options: Done and N/A. I would like to be able to for each field, if I check "Done", "N/A" is unchecked, and if I

• Zoho Vault not timing out on Safari macOS

  I set the time out under personalization to any setting and when I come back after the time out should have occurred Zoho Vault is still open. I believe this is a serious security flaw since anyone could open up Zoho Vault while I'm away and get instant

• Zoho CRM Web To Lead Form: Radio Buttons/Pulll Down Menus?

  Hi is there a way to set up radio buttons, check boxes or pull down menus in the web to lead form? We often ask additional lead qualifiers or demographics information and in some cases radio buttons or pull down menus are necessary or more efficient to

• Kiosk - GetRecords forcing user to select a record

  I just want to display some records in my kiosk, so the user can know about them. I cannot. When I set up a get records to display multiple records (and limit it at 10) and put it on a screen, my user is forced to select one of the records (which is completely

• Deluge Script Converting Time Wrong

  Good day everyone. I'm hoping someone can help me solve this problem. With the help of several of you, I created a script that will allow me to convert a date/time field to a written field. It works great but I didn't want the seconds to show so I removed

• Client Script - onBeforeUpdate, how to get the new value of picklist

  Basically, I have "Contact Type" field, and if a particular type is selected from within Canvas detail page, I want it to show a popup warning. I have all of this working, except that getvalue on the particular field in question shows the currently saved

• Zoho FSM Extension for Zoho Desk: For Enhanced On-Site Assistance and Unified Customer Support

  We are stoked to present to you Zoho FSM for Zoho Desk, an extension that will help you convert Zoho Desk tickets that require on-site assistance into field service requests in Zoho FSM, ensuring a smooth hand-off from the help desk to field technicians.

• Sync Zoho CRM Contacts to Microsoft 365

  I have just enabled the Microsoft Office integration from Marketplace ("Contacts - Take your Zoho CRM Contacts to Office 365 and manage Zoho CRM Contacts from Office 365.") I have just created a Lead in the CRM but it has not gone across to M365. I did

• Recording the deducted TDS on advance received from Customer (Zoho Books India)

  Hi, How can we record the tds that has been deducted by my customer for the advance that he has paid to me. 1) My customer has paid Rs 10000 to me as advance (Rs 9800 as cash and deducted Rs 200 as TDS). I am not able to record the tds that has been deducted

• Need More Than 10 Custom File Upload Fields in a CRM Object

  Hello everyone, I'm facing a requirement in Zoho CRM where I need to include more than 10 file upload fields in a custom object. Each field must have a specific label, allowing users to easily identify which fields are empty and which have files attached.

• Unable to fetch ticket by custom field value

  I'm trying to set up a Flow to fetch a ticket based on a custom field value. This seems like it should be pretty straightforward, but it's not working for me. I keep getting an error saying Zoho Desk says "Extra query parameter 'cf_creator_record_id'

• Issue with Zoho Books /Zoho Inventory Support Team

  Oh my goss! This ticket just got closed without a solution/response?! (attached screenshot) That is so pathetic. I thought I could keep impartially all tickets tracked in your help website. Do I need to track issues raised to zoho support team in a separate

• Zoho Books API Documentation shows the returned Expense ID as numeric, but the API actually returns a string.

  Screenshot of ZB API Documentation. Expense ID (marked in red) is numeric. Screenshot of Zoho Creator execution result of making a request to ZB API POST /expenses endpoint. Expense ID (marked in red) is a string.

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