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• Recent Topics

• Work Orders / Bundle Requests

  Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of

• Change script to add fields

  Hi, I have a custom function (writen by a different implementation company in the beginning) which I would like to edit to add a different field as well. Can't get it to work on my own though. - The script now adds the address fields to a new quote (needs

• 1 API to all channel

  hi zoho team: I am the product manager of anywheel, we are planning to integrate zoho, we want to integrate multiple channels through 1 API, please can you send me the integration document and guideline?

• Revamped Print in Zoho Sheet—customized for paper

  The latest enhancements to Zoho Sheet's Print settings allows you to print a worksheet or a selected range, with customizations that make the data comprehensible, even on paper.   Customize header and footer Make your spreadsheets meaningful with a relevant header and footer. You can now choose to display the file name, sheet name, current page number, total pages, date, and time as the header and footer in your print view. Besides the predefined elements, you can also give a custom text for header/footer.

• Automatic bundling with sales orders

  What I do is I make products to order. Some of my products share same part. So sometimes one product sells better then the other one. When I create a bundle now I might sell out one product but then I cannot make it anymore because I already use the part

• Adding Bluesky channel

  Hello, Is Bluesky (AT protocol) soon added on Social ? Bluesky is being developped and is now open to anyone (no more invitation) Thank you

• How Can i put a form in Zobot

  Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !

• message on click of button

  Hi, i added insert task on 'Quick view' below  'Action'  of report just below 'Delete' button,  so i am trying to add a message on click of button that, "This item is now added into Pending Request" like this .... So, how can i achieve this ; because

• Is it possible to disable Chat Waiting Time, or to make it indefinite?

  We have used many online chat services over the years. However, Zoho's SalesIQ appears to be the only one we've tried that has a mandatory time limit where we must respond to new customer queries. We are a small business so we have no dedicated staff

• Access CRM Variables from Formula field

  Is it possible to use a CRM variable (defined in Developer Space -> CRM Variables) in a formula field for calculations ?

• Client Script: $Client.refresh({ triggerOnLoad: true }); not triggering onLoad Client Scripts

  Hey friends! I'm trying to store a temporary var, refresh the page for the user, then check that temporary var and do some actions. Theoretically using the title's code: $Client.refresh({ triggerOnLoad: true }); should refresh the page and trigger on

• Super Admin login to delete certain folders and passwords and clearing the trash folder, they are still appearing on my dashboard

  Hi Zoho Team, I need help with an issue I've encountered. Despite using the Super Admin login to delete certain folders and passwords and clearing the trash folder, they are still appearing on my dashboard. I would like to understand why this is happening

• Automatically add a retainer to every estimate

  Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a way to do this? Thanks,

• Clear String field based on the value of other field

  Hello everyone, We would like to be able to clear a string field (delete whatever has been written and make it empty) when another field (picklist) is changed to a specific value. While I can empty other types of fields, I noticed that I can't do this

• Custom Deal Name in Lead Conversion Mapping

  I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be

• Within the Basic KPI component in Analytics, it is impossible to set "next" day range as a filter

  Hi there, I am currently setting up a deal dashboard for the Sales team. While it is possible to filter deal records to show records that were created LAST X days only, it looks like a NEXT X days Closing date filter is not available. Would it be possible

• For each loop with available time slots

  I am very new to Deluge, and this question was unable to be answered by Zoho Creator tech support upon request. Task at hand: I have a Form with 4 fields: - Date Start - Date End - Dropdown: Time Start: contains time slots (12:00PM, 12:15PM, etc) - Dropdown:

• Can we have Backorder Management ?

  Can we have Backorder Management ?

• Converting Amazon Sales Order to Invoice

  Hi there, We need  advice on the Amazon integration with Zoho Inventory. Now, we want to convert all the Sales orders synced from Amazon to Invoices. We want also to include and record the Amazon fees associated with the sales (Amazon fees, FBA fees, Cost of Advertising etc.) However, Sales order only captures the sales proceeds (Gross Sales) in Zoho Inventory. Does anyone currently work with Amazon and can suggest how to correctly process the sales and Amazon payments through Zoho Inventory and

• Zoho Inventory | Can't uncheck/turn off Advance Tracking

  Hi, I wanted to know if there's a way to turn off Advanced Tracking (such as Serial Number or Batch Tracking) for an item in Zoho Inventory. I’ve read that you might need to delete associated transactions and clear the opening stock to disable these features.

• Landed Cost application to Vendor Bills from dropship Purchase Orders

  When trying to apply a Landed Cost to a Vendor Bill generated from a dropship Purchase Order, the Landed Cost pop-up window generates a message that "Landed Cost cannot be applied to Bills from dropship Purchase Orders" when trying to save the landed

• 2 serial numbers for 1 item (Mac address and Serial number)

  There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbers

• Zoho Projects Roadshow, USA - 2024

  Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutions

• [Zoho Writer Webinar] Tips on collaboration control in Writer

  Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of October 2023: Tips on collaboration control in Writer. This webinar will help you understand the various features available in Writer to control collaboration. We'll

• [Zoho Writer Webinar] Working with tables in Zoho Writer

  Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of September 2023: Working with tables. This webinar will help you understand the various ways you can use tables to meet your specific needs. The webinar will take

• [Zoho Writer Webinar] Customize Writer to suit your business process

  Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of August 2023: Customize Writer to suit your business process. This webinar will cover the various ways to customize Writer to streamline business processes and improve

• not able to hit inventory api

  when i hit the api with my account keys and the access is provide by the client

• Is there a way to print the dashboard?

  I would like the capability of printing the dashboard - is that possible?

• Workflows for Timesheet

  Good day, Any way to have timesheet as triggers? I looked into Zoho Flow and into Zoho Project automation but no where can I have timesheet as a trigger. Basically, I would like to trigger something upon timesheet approval. Right now, the only way to

• Linkedin - Recruiter System Connect

  Hi there! Does anyone here know how to connect Zoho Recruit to Linkedin Recruiter via Recruiter System Connect?

• [Webinar] A recap of Zoho Writer in 2024

  Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for December 2024: A recap of Zoho Writer in 2024. This webinar will provide a recap of the features, enhancements, and integrations released in 2024 to enhance your productivity. There

• Learn how to automate IT asset and incident management with Zoho Writer

  Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for November 2024: Learn how to use Zoho Writer's fillable forms for IT asset and incident management. This webinar will focus on how Zoho Writer can help you automate your organization's

• [Webinar] Learn how Zoho Writer can streamline your finance and admin operations

  Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for October 2024: Streamlining finance and admin operations with Zoho Writer. This webinar will focus on how Zoho Writer can help you generate payslips and automate claim processes.

• [Zoho Writer Webinar] Learn how Zoho Writer can enhance the productivity of sales teams

  Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for August 2024: Streamlining sales operations with Zoho Writer. This webinar will focus on how Zoho Writer can help you create sales documents and automate sales routines. There

• [Zoho Writer Webinar] Learn how to simplify your HR operations: Part 2

  Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for July 2024: Learn how Zoho Writer can simplify your HR operations: Part 2. This webinar will focus on how Zoho Writer can help HR teams streamline and automate their entire hiring

• [Zoho Writer Webinar] Learn how to simplify your day-to-day HR operations

  Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for June 2024: Learn how Zoho Writer can simplify your day-to-day HR operations. This webinar will focus on how to automate your entire hiring process and generate various types of

• [Zoho Writer Webinar] Use formulas and conditions in Zoho Writer's document automation

  Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for May 2024: Learn how to use formulas and conditions in Zoho Writer. This webinar will focus on how to use formulas and conditions when automating document generation in Zoho Writer.

• [Zoho Writer Webinar] Personalize Zoho Writer to suit your needs

  Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for April 2024: Learn how to personalize Zoho Writer to suit your needs. This webinar will focus on how to easily customize Writer's features at the user and organization level for

• How to refresh/update module fields in

  Hi, I created a Workspace for CRM years ago. Since that time I've updated the layouts in several modules in CRM but Zoho Analytics displays the previous state fields only. How to refresh the module fields to reflect the actual state in Analytics? BR

• Data update/pull from a specific field or module

  Hi Team, Currently, if I need a data from a newly added field on a product like Zoho CRM, I need to refresh the whole module to get the new field. This is taking much time for the data to be visible. If the data pull/refresh can be granularized to fetch

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