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• Recent Topics

• How to normalize CRM module when integrating with Survey?

  This question is about the problem with many-to-many relationships and Survey. One of the things our organization does is track people in our program and their jobs. We get new information from the people three times annually through Zoho Surveys. Survey

• Assign Vendors and customers specific branches ( location )

  Hi Team, Is it possible to assign specific customers/vendors to specific branches.

• Currency Data Type Issue

  Hi, I'm running into an issue with the currency data type conversion with the pipeline tool inside Zoho Analytics. Basically, when the table is added to the pipeline, the columns with currency data type will be converted to text type. I assume it's because

• VAT in Retainer Invoice -UAE

  It's currently not possible to add VAT to Retainer Invoices. UAE TAX LAW however makes VAT mandatory on each retainer invoice in UAE So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices

• Linking Multi-UOM Barcodes to Products in Zoho Books

  Greetings, I'm using Zoho Books for retail shop and I'm running into a bit of a challenge with products that have multiple Units of Measurement (UOMs) and corresponding barcodes. For example, I sell cigarettes both as individual packets and in cartons

• Add SalesPerson PlaceHolder in Notification

  We have the ability to include only Created By But for my use case I need the sales Person in the Email as well And the subtotal as well Please give us access to Sales Person and Subtotal Placeholders

• Using Equity Contributions To Fund Investments/Expenses?

  Hello! My partner and I just transferred over to Zoho Books and are trying to figure out how to adapt it to our business model.  We currently fund the company as individuals and utilize those funds to:  1) Cover OPEX 2) Invest in companies.  - I recorded

• Showing ALL missing data

  Hi, When I create a chart, I noticed that even when enabling the "show missing values" option, if, let's say, the current time period will not show as "0" on the chart if there's no data (rows) in the table. For example, I have this data: Week 1: 0 rows

• New Action Requests

  Hi, Is there any chances to get the new actions requested at all? I have made a few requests but never heard back from Zoho about them. I assume that developing them take time but is there any support that can provide some update? Thanks

• Global Sets for Multi-Select pick lists

  When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

• Using tickets to train Zia

  Hi Team, I would like to know if there is any way that Zia can also learn from previous tickets in addition to the articles from the knowledge base. Since we have most of our knowledge curerently in the tickets and that this is hard to combine into a

• Validation Rules Trigger on Untouched Fields

  In Zoho Desk, validation rules trigger for ALL fields during an update—even fields that weren't modified in the current edit. This behavior is fundamentally different from Zoho CRM and other Zoho products, where validation rules only apply to fields actually

• Same users on different accounts

  I have an issue I need help with. Whilst trialing ZOHO CRM I created the following: Account1 using myname@myorganisation.com.au and 2 personal emails Account2 using a personal email and 2 users sales1@myorganisation.com.au and sales2@myorganisation.com.au

• Kanban Deals not showing everything

  I have a deals (I call it Opportunities) module in CRM that shows various components of the opp. I'm trying to have a checkbox show up for the end user to be able to toggle it if they want an email to be sent when the change stages (in this example, it's

• Custom Function : Copy multilookup field to text field

  Hi, I'm a newbie on function programming, I try to copy text from a multi lookup field named "societe" to a text field named "societe2". I've used this code. In deluge script it seems to work, but when I trigger this function it doesn't work (Societe2

• Zoho CRM's V8 APIs are here!

  Hello everyone!!! We hope you are all doing well. Announcing Zoho CRM's V8 APIs! Packed with powerful new features to supercharge your developer experience. Let us take a look at what's new in V8 APIs: Get Related Records Count of a Record API: Ever wondered

• How to automatically go to the bottom of a Zoho spreadsheet when opening the file

  Is there a way to open a Zoho spreadsheet and have it automatically go to the either the bottom row that contains any sort of text or formula?   It would work fine if it simply went to the "lowest" row for Column A that contains information.  I do see you can use the URL to go to a specific cell (and probably a named cell as well) but I haven't found a way to do what I'm asking.  The spreadsheets are fairly dynamic and information is added to them frequently.   Another thing that would work would

• How to overcome Zoho Deluge's time limit?

  I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries

• What are the knowledge database limit for AnswerBot and which app its integrate?

  1) Can AnswerBot be integrated in Trainer Central? 2) Can AnswerBot learn from external websites and excel spreadsheets? 3) Is there a limit size or number of documents for the knowledge based content to train AnswerBot? Thanks

• Comment gérer vos colis et expéditions dans Zoho Inventory

  La logistique a évolué afin de permettre l'optimisation des commandes à travers la planification et l'exécution - de la réception de la commande à la livraison. Un système de gestion des colis présente plusieurs avantages. Livraison dans les délais prévus

• Have you checked your Email headers for DKIM Failure?

  Have you taken a look at your email headers for DKIM failures even with DKIM set up properly? I've had DKIM successfully set up for many months. My account currently shows Email Verified and Authenticated. Big green check marks. Email Relay is also showing

• Add more than 7 sender addresses in campaigns

  I need to add at least 15 sender email addresses but am currently limited to 7. Please can you increase. Thank you

• How to avoid outgoing emails from Zoho CRM from being treated as SPAM/Junk when arriving in an Outlook Inbox?

  I just upgraded to Zoho CRM paid version so I could use the Mass EMail feature using a simple email template I prepared.   When testing this feature out, I sent emails to my Yahoo, GMail and to an Outlook EMail Inboxes.   Yahoo & GMail received the messages fine.    I have attached a print screen from my Outlook "Junk Folder" that shows the error message and note that at the bottom of the screen, it is obvioius that ZohoCRM's mail server is noted in the email's header/footer.  BELOW is the last few

• Automate pushing Zoho CRM backups into Zoho WorkDrive

  Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

• Managing two books in Zoho Books

  is it possible to effectively manage two separate books within Zoho Books? My organization is considering handling accounting for two distinct subsidiaries, and we would like to understand the best way to achieve this within the Zoho Books.

• How to get custom estimate field to display on existing or new services?

  I am using FSM. I recently added a new custom field to Service Details to help categorize my services. I can see the newly added field as a column on the service list view. However, when attempting to update an existing or create a new service, I don't

• Popup or Highlight on the Form based on a comparison

  I have a field for Engine Odometer, and a field for next oil change in KM. Is it possible to generate a popup, or highlight the form, if the Engine Odometer number is larger than the next oil change in KM number?

• Remove the dot menu and + sign on sub form

  If I don't want the user to be able to add more entries on a subform, am I able to remove the dot menu and the + sign?

• Allow Zoho form to send to one of our ogranizations groups

  All emails from the form submission are being held for moderation. I have permissions set to organization members, and I think I have the forms setup in our DMARC

• Disable fields in multiple subform rows

  Hello everybody! I have an odd one here. I have a subform that collects hours of operation. It contains these fields: Days, Type, Open, and Closed. On load of the form I add 7 rows with Mon - Sun in the Days field. I then disable that field and the add/delete

• Change Last Name to not required in Leads

  I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

• to close auto payment system for renew my subscription. and get refund my deduct money.

  please consider and refund my money.

• Lookup field display in Zoho Analytics

  Hello, I think I am missing something very obvious, but I can't figure it out: I have 2 lookup fields in my "Deals module" -> One for the account that we have the project with and one for the beneficiary account. Both fields refer to the "account name"

• Unified customer portal login

  As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

• Writing Checks to Employees for Reimbursable Expenses

  I couldn't find a way to write a check through books or expense to an employee for reimbursable expenses. The expense created an entry in the system with a debit (expense) credit (liability). I entered a bill and used the liability account so it would

• Best way to automate quotes in CRM

  I am trying to take specific information from prospects/clients through Zoho Forms (contact info, square footage, surface area, etc.) and auto generate quotes based on the information submitted.  Ideally, the quote would be sent immediately after the form is submitted. I know Zoho has a few different ways to achieve this and wanted to know if there was a 'best practice' for automating the quotation function within CRM. Or if there was another app that can perform this functionality better (Zoho Commerce,

• Sync Creator form submissions to WorkDrive folder

  I've made 10 Creator applications, and need to sync my each application's submissions into a WorkDrive folder. I need the form submissions to be PDF file type and sync to a specific folder for documentation purposes. I have tried to use a workflow, but

• ZohoOne suite

  Hi, i am trying to set service for managed service offerings, I was wondering if there was a way to manage that? I would be the service manager and have a company I would be managing as well. any help would be much appreciated. I have seen that different

• Share passwords/secrets and folders/chambers with external users

  Currently you allow sharing passwords with internal users, internal user groups, and third parties. The third party feature gives temporary access of 30 minutes and it does not have any sign up. What we really need is to properly share secrets/passwords (and ideally folders/chambers) with Zoho Vault users that are not part of our organisation - even if they are on the free plan. If they accept the share, the password would be stored in their Zoho Vault as long as I maintain the share. If I revoke

• View Kanban tasks in "Status" layout for all projects

  Hi I'm testing Zoho Projects Express to see if it is suitable for my business. So far it looks great and seems to do everything we want (except critical path on the Gantt charts), but one thing I can't seem to figure out is this: If I go into a project, and choose "Kanban", I can select the "Status" layout which is great. I can see the status of all of the tasks in that project, and who is working on what. However, if I go to: Home > My Tasks > Kanban, then the "Status" layout isn't an option - only

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