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• Recent Topics

• Sales Order & Invoices Missing From CRM

  Is there a reason why Sales Orders and Invoices do not show up under Accounts on CRM. I am quite certain they used to and its quite important detail.

• Zoho Books Bank Feed

  Good afternoon, Is it possible to change the bank feed provider on a bank account. I'm using Plaid but think that Yodlee would be better in terms of pulling transactions in a timely manner. Thank you.

• Zoho Custom

  Hi guys, is there a way that you can give the client a simple login area without the advert of ZohoCRM and other ad as the free one, if so which which one comes with this customisation. Thanks

• Headers in Subfrom - Zoho CRM

  Currently we cannot add any headers to CRM Subform If we have very large subforms and we want to logically group the rows it becomes really hard to do it Please add a header feature so we can add headers to a subform to logically and visually group different

• Automated Intercompany Transaction

  Hello team - expecting a support today. I have some good experience with Zoho products as an accountant and trying to introduce the Zoho to my newly joined company. So far it's going on good except below question. I'm currently maintaining multiple companies

• Error message: There are no choice-based fields in this form to configure a Choice-based Field Rule

  I am trying to configure some Choice Based lists in order to create some rules for the form I have created. In attempting to set up a Choice based field rule, I am trying to follow the instructions on this page here (but failing mightily at the first

• Fixed Assets Register

  Thank you Zoho Books for adding fixed assets register. BUT there are certian tweeks that needs to be implemented. I found the following issues and seek improvements. 1) Fixed Asset Register Report in the Report Section has columns which are so much confusing.

• Recorded imported goods

  I have imported some goods from a foreign vendor called ABC. to Bahrain. My Customs duty and VAT are paid by an agency called XYZ to authorities. I have paid the amounts to XYZ and they have paid to authorities in behalf of us using our TRN Number. Now

• 【Zoho CRM】通話タブ / ホーム画面に関するアップデート

  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。 今回は「Zoho CRM アップデート情報」の中から通話タブ、ホーム画面のアップデートを紹介します。 １、通話タブのアップデート 本アップデートにより、通話タブ＞各種設定で、発信元番号と発信先番号を表示/非表示を調整できるようになり、通話タブに、［発信元番号］と［発信先番号］の項目を追加できるようになりました。 注意点： ・電話連携が有効な場合、［発信元番号］および［発信先番号］項目は通話のレイアウトに自動で追加され、通話タブ＞各種設定で、発信元番号と発信先番号が有効になります。

• Attachment Template as PDF from Another Form Zoho Creator

  Hi Everyone, have a good day. I have question, below my script for put the attachment into email. But my template PDF from another form ("Form B"). I get errror because template PDF not exist in the form "Alasan Reject". The form name for example "Form

• is there any way to change the "chat with us now" to custom message?

  is there any way to change the "chat with us now" to custom message? I want to change this text

• How do you send an email to a customer from Zoho Desk?

  I have pulled up a customer record and I click the email icon and the email address, nothing happens.... Email attached of where I am.  Is there a different way to send an email?

• "Snippet" when responding to a ticket

  I see the new 'Snippet' feature when I am responding to a ticket. This can be very beneficial as currently we use our own Outlook to respond back to a lot of tickets, because we have predefined responses saved as Signature files. I understand how we create

• Is it possible to load a Module with a filter pre-applied by the URL?

  In many of the CRM related lists, there is limited sorting, and no filtering available. I thought of the idea of putting a Custom Button on a Related List that would take the user to that module, but PRE-FILTERED by the Account from where they were viewing

• How to edit a cancellation reason

  We are trying to improve our cancellation reasons so we can better understand why customers are cancelling. Our list of reasons has improved as we have studied the matter. I would like to update the reasons for past cancellations, but I can't find anyplace

• Customer Portal Users Metrics

  Hi, Is there any way to know who and when a specific customer portal user accessed? without having to use the metrics page.

• Can we turn off archiving views?

  Is there a way to turn off view archiving? Some views aren't used regularly, and archiving may force us to recreate them.

• PO receive limitations

  It is VERY common to receive more or less that the PO quantity. It's totally ludicrous to limit the maximum receive to the PO quantity! What if the receive is 0.00001 less than the PO quantity - it leaves the PO as "Partially received" The current options are to edit the PO manually before finalizing the receive, an outrageous situation ! Please Zoho guys - this is an infuriating oversight & can be easily resolved by introducing the option as shown in the attached document ......

• How to Set filter OR, AND?

  Hi, I'm struggling with a data filtering problem. In Subform I have two fields of type Lookup (multiselect). First field. Ingredient, has links to the secound filed Function. I want to set the filter to in secound field Function. ID equals input.Ingridient,

• Allow customer to select meeting duration

  I would love to see a feature where I can give the customer the option to select the meeting duration they require based on a dropdown list which I have predefined in the service settings. For example: 15, 30, 45, 60, 90 minutes.

• Tip #10: Various time zone settings on the bookings page

  Managing appointments across different time zones has become an integral part of our daily lives. Whether you're arranging a global business meeting or expanding your consultations to other countries, the ability to adapt to various time zones is crucial.

• Issues with Calendar .ics Files Attached in Customer Email Notifications

  Hello, Thank you for recently adding .ics files as attachments in confirmation emails generated by Zoho Bookings; however, it seems that there are some issues with the new feature, particularly in the email notifications sent to customers: If a booking

• Zoho Assist no longer works using VPN

  I have been using Zoho assist for a bit longer than a year. I have been using the VPN Private Internet Access for even longer.  For the first year of using Zoho assist I could remote into a pc, turn on a vpn, it would disconnect but then reconnect my

• Downloading Image from Subform using Deluge (invokeUrl) - Data Mismatch / Connection Issues

  Hi Zoho Community, I'm struggling to download an image from a subform in Zoho Creator using Deluge and then attach it to a Zoho CRM Deal record. I've been working on this for a while, and I'm encountering issues that I believe are related to either data

• Why hasn't Zoho CRM For Everyone been rolled out?

  I don't understand the point of rolling out new features so slowly after a big fanfare launch 8 months ago. I've signed up for 'early access' and also contacted my point of contact, but nothing. Not even an auto reply. Would you say that this is good

• WorkDrive API Documentation

  WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.

• Recovering deleted notebook

  I am not sure what happened to one of my notebooks, might of deleted it. I did empty the trash without looking. Is there a way of recovering it?

• Which WhatsApp API works seamlessly with Zoho CRM?

  I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:

• Re-create auth token

  I need to re-create a self-client auth token, with the same scopes (and additional ones) as the current token. Is there a way to view the scopes assigned to the current token to ensure that no scopes are missing when creating the new one?

• Client Can't View Ticket

  Hi, I created a ticket for my Client since he had an issue. I added him as a Contact as well. My client got a notification in his email that the ticket has been created. When he went to view the ticket on his desktop, the screen was blank. He then viewed

• Re-emphasizing the importance of Domain Whitelisting in ASAP's JWT Authentication Mechanism

  The problem We discovered a security vulnerability related to using OAuth tokens in non-whitelisted domains and have reinforced our security measures. If you experience any request failures in the authorized domains, please verify that they are whitelisted

• Issue Saving Workflow Rule – "Unable to Process Your Request" Error

  Dear Zoho Recruit Support Team, I am experiencing an issue while trying to integrate a new rule into a workflow. Specifically, I am setting up a Follow-Up workflow for applicants, where a user is assigned based on specific requirements. However, when

• Chat window do not auto scroll on Firefox for mobile.

  The chat window doesn't auto-scroll when typing, and the phone's keyboard covers what the visitor is typing until they manually scroll. This happens in Firefox for both Android and iOS, regardless of the device. It's not a good user experience as you

• [Training] Online Training on Zoho RPA

  Hello Everyone! Greetings from the Zoho RPA Training Team! We're thrilled to announce our upcoming Online Training on Zoho RPA—a dynamic and interactive three-day course designed to provide participants with a thorough understanding of Zoho RPA and how

• Feature Request – Auto-Save Draft for Interview Assessments

  Hello Zoho Recruit Team, I’d like to suggest a feature that would be incredibly helpful for recruiters conducting multiple interviews. Currently, when filling out an Interview Assessment, there is no option to auto-save progress as a draft. At times,

• Different timezone for users

  Is it possible for users to set a different timezone for themselves? We have staff in different locations.   Thanks!

• Reopen and Continue WhatsApp Chats within 24-Hour Window

  Dear Zoho SalesIQ Team, I'm writing to request a new feature that would enhance WhatsApp communication management within the 24-hour window: the ability to reopen and continue conversations with customers after a chat has been closed from our end. Current

• Support streaming display of long texts in zobot chats (usefull for chatgpt / openAI and any other AI )

  Hello, I was able to test the new features you offer to connect chatgpt or openAI assistant with built-in feature or custom code. This is great but the chat seems very slow and laggy because you don't use streaming api from openAI, so the chat has to

• Custom Icon on zoho Creator APP

  Is is possible to have a company logo as the APP image rather than the Zoho image?  thank you.

• Stock Count - Extracting Data

  Hi, I really like the new stock counting functionality however I can't find any way to extract the stock count results. -The build in stock count report is limited and has no export option - There is no export options from within the stock count screens

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