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• Zoho Books/Inventory API for Bulk Delete Invoices, Payments, Packages, Shipments, Sales Orders. Data Migration

  Hi, We are currently migrating data from ShipStation to Zoho Inventory. Before importing the new data, we need to remove the existing records from the following modules in Zoho Inventory: Sales Orders Invoices Payments Packages Shipments Each module contains

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• User Permission Log

  Our external auditors are asking for a way to view changes made to user permissions (basically, a user permission change log). Is this feature built into Creator? 

• What’s the Correct Integration Flow Between Zoho Inventory, ShipStation, and Multi-Channel Sales Platforms?

  Hi Zoho Community, I’m currently implementing Zoho One to manage all of my business processes, and I’d appreciate some guidance on the correct integration flow for the tools I’m using. Here’s my current setup: Zoho Inventory is my central system for managing

• Marketing Tip #36: Optimize your online store for AI search

  Search is changing fast. Along with traditional search engines, AI-powered search and recommendation experiences are becoming a bigger part of how customers discover products online. Stores that are well-organized, descriptive, and consistent are more

• Zoho Marketing Automation is upgrading its security standards: Here's what you need to know

  Hello, The Zoho Marketing Automation team here with an important security update. Keeping your data safe is something we take seriously, and as part of our ongoing efforts to strengthen platform security, Zoho Marketing Automation will stop supporting

• Zoho developer edition does not work for us

  Hi Is anyone else having this problem? I'm signed in with our admin/super user account. When I click on the link on this page: https://www.zoho.com/crm/developer/docs/dev-edition.html I am asked to agree to Terms and Conditions. Clicking Agree to Terms

• Zoho Campaigns is upgrading its security standards: Here's what you need to know

  Hello, The Zoho Campaigns team here with an important security update. Keeping your data safe is something we take seriously, and as part of our ongoing efforts to strengthen platform security, Zoho Campaigns will stop supporting older browsers and API

• ShipStation and Zoho Inventory

  Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY           SHIP STATION Sales Order  ==>  create ORDERS INVOICE  <==    Shipments What exactly does BETA mean on the Shipstation connector?  This is required for me to sign-on in the next month. Thanks in advance for your efforts

• Automation Series: Schedule Function for repetitive tasks

  Many organizations that run multiple projects need the same activities happening at regular intervals. Activities may range between monthly maintenance, calibration, upkeep, or compliance checks. In this article, we shall discuss how to automate the process

• Get item's custom field data for a custom button/function

  Hi, I’m working on a custom button for the Invoice details page in Zoho Books. I need to calculate a Tourism Levy only on some items. I already created an Item custom checkbox field: cf_tourism_levy In Zoho UI, the field is there and I can see it on the

• Use Secure Public Links for Sharing Transactions

  Public links are the quickest way to send invoices or quotes to your customers. You can drop the link in an email, SMS, or WhatsApp message. But, links can be forwarded, and once they leave your customer's inbox, you can no longer control who sees your

• Process large CSV file | forach limit

  Hello there, given is a CSV file that usually has between 500 and 1000 rows and consists of 31 columns. I would like to change the file uploaded by a user, a certain value must always be set in one column and only under certain circumstances in another

• Zoho Apptics is now on Apple TV

  Zoho Apptics is now available on Apple TV, bringing your app’s insights to the big screen. With the Apptics tvOS app, you can: Monitor your app’s metrics like sessions, screens, crashes, active devices and new devices on a larger screen. Stay updated

• Email Routing: Manage how emails are delivered across your organization

  Organizations often operate across multiple mail systems, whether during a phased migration from a legacy server, while maintaining backup servers, or when integrating with third-party archival solutions. In these scenarios, standard email delivery may

• What is a realistic turnaround time for account review for ZeptoMail?

  On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still

• Updating Zoho Books UI when a field is changed

  I have this script to update Quotes Expiry date. estimateID = estimate.get("estimate_id"); numberDaysTobeExtended = 14; estimatedate = estimate.get("date").toDate(); organizationID = organization.get("organization_id"); estDate = estimate.get("date");

• ZOHO FSM - Dispatch Console Drive time

  Is there a way to view drive time on a tech or estimate drive time from location to location? I need to see this on the Dispatch Console

• Use Secure Public Links for Sharing Transactions

  Public links are the quickest way to send invoices or quotes to your customers. You can drop the link in an email, SMS, or WhatsApp message. But, links can be forwarded, and once they leave your customer's inbox, you can no longer control who sees your

• 【参加無料】7月開催｜Discover Zoho（金沢 /札幌）・AI and DX Summit（大阪）のご案内

  Zohoユーザーの皆さま 7月に開催予定のイベントを2つご紹介します。 どちらも参加無料で、Zohoをご利用中の方はもちろん、導入をご検討中の方もご参加いただけます。 ━━━━━━━━━━━━━━━━━━ 📍 Discover Zoho セミナー（金沢 / 札幌 / 福岡 / 仙台） ━━━━━━━━━━━━━━━━━━ Zohoの主要サービスをまとめてご紹介するセミナーです。 営業管理、人事、社内コミュニケーション、業務アプリ開発など、さまざまな業務課題に対して Zohoがどのように活用できるのかを、実際の業務シーンを交えながらご紹介します。

• Function #62: Display associated Quote on Invoice details screen

  Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you to

• Ability to select the attachment of a record when sending an email from FSM

  Hello FSM Team, FSM allows us to add attachments to any record (Estimate, Work Order, etc.). However, when we're sending an email from FSM, it is currently not possible to choose from the attachment in FSM to add to the email. When sending an estimate,

• Temporary Telegram Messaging Restriction in India

  The Government of India has temporarily restricted access to Telegram in India. This action has been communicated by the National Testing Agency (NTA) through an official public notice. Read the full notice here. Impact As a result, Telegram messaging

• Zoho Creator + LLMs using Zoho MCP: Bring contextual AI into your apps

  Hello everyone, We're excited to share that Zoho Creator can now be integrated with leading AI models(like Claude) using Zoho MCP. As you know, Zoho Creator has been a pioneering low-code platform with a razor-sharp focus on making it easy to build business

• The 3.1 biggest problems with Kiosk right now

  I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.

• Use Secure Public Links for Sharing Transactions

  Public links are the quickest way to send invoices or quotes to your customers. You can drop the link in an email, SMS, or WhatsApp message. But, links can be forwarded, and once they leave your customer's inbox, you can no longer control who sees your

• 【開催報告】大阪 Zoho ユーザー交流会 NEXUS 2026/6/4（木）ZendeskからZoho Deskへ移行しコスト削減

  ユーザーの皆さま、こんにちは。コミュニティGの中野です。 6月4日（木）に、大阪 Zoho ユーザー交流会を開催しました。 本投稿では、その様子をお届けします。 当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもぜひご参照ください。 今回の大阪 ユーザー交流会では、ビープラスシステムズ株式会社 石井さんによるユーザー活用事例セッションのほか、 「Zohoで"これだけは外せない"ルーティーン」をテーマにしたグループワークを実施しました。 登壇いただいた石井さん、そしてご参加いただいたZohoユーザーの皆さま、ありがとうございました！

• When will Zoho Books offer native NFS-e issuing, now with Brazil's National Standard?

  Hello Zoho Team and Community, I'd like to follow up on my previous suggestion regarding the critical need for Zoho Books to natively issue Brazilian Service Invoices (NFS-e). My original idea was that this could be achieved by extending the same integration

• Zoho CRM custom button function, how to add line breaks/ new lines in the return message

  When creating button function in CRM it requires a `return "";` Then when the button is client by the user a message pops up with what ever is returned from the function. But I want to have a message with multiple lines, meaning I need to add a line break

• Is there a way to update the forecast category independently from the deal's stage through an API?

  Hello, We're experimenting with the Forecast module and we've created custom categories to signal the top 10/50/100 deals currently in the pipeline. We would like to assign these categories automatically using custom functions but I found that the only

• Small one person business needs everything in one place

  I just purchased a business and have a couple of your services. I would like to get everything in one place. I am a state trainer. I would like to get my invoices, payments, online classes, calendar for scheduling, maintenance, etc. in one place. can

• Super Admin Logging in as another User

  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early

• Re-Apply SLA When Ticket Reopened from Closed Status?

  If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers

• Conditional Drop Downs

  Am I the only one that has a problem when setting up the same project for multiple customers - resulting in a HUGE number of projects (e.g. Project A - customer 1, Project A - customer 2, Project A - customer 3 etc.). OR, am I doing it wrong? What results

• Automating CRM backup storage?

  Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

• Lead score decay timing and excluding specific campaigns from scoring

  Hi team, I have two quick questions about lead scoring: 1. When does a lead's score start going down? Like, after how many days of no activity does the score begin to drop? 2. Is there a way to stop certain campaigns from adding points to a lead's score?

• Summer release '26 should be called Enterprise Summer Release '26

  Summer release '26 should be called Enterprise Summer Release '26 because almost all updates or the more useful ones, are limited for Enterprise subscriptions. us with Basic or Premium susbcriptions are basically left in the cold.

• ZoHo Mail & MCP connectors

  Is ZoHo working an MCP connector for mail?? I find it very useful in Gmail to have Claude summarize messages for me. Thanks Jim P.S. Sorry if this is the incorrect forum. Mods please adjust as necessary.

• FINALLY! 100% Responsive iFrame for HTML Page Snippet

  For the past two years or so I have been battling with Page Snippets' responsiveness (HTML, Embed, and ZML). Furthermore, if you use the native embedded reports, especially more than one report on a page, you have to set a static height because they're

• Associate project with timer on iPhone

  When I start the timer without first associating a project (on my iPhone), its starts fine but now when I need to associate a project, and click on the link, I get a list of EVERY project I've ever put into Zoho Books. It used to just show active projects.

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