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• ZOHO CRM API Python SDK Convert Quote to Sales Order

  I can see footprints that this may be possible through Inventory Conversion. But I am unable to locate any specific details or samples on how to do this. I am using the most current Python SDK. Any support or even sample code would be much appreciated

• Displaying Notes/Description Columns in "All Expense" showing Tabs

  It's surprising to see there is no option to view description columns in tab showing all expenses. There are provisions for Reference# and Status, but why not the description/notes. Please Add. Thank You.

• Zoho Books - uploading company logo squashed

  I am trying to upload my company logo with the following dimensions - 240 x 240 pixels and a file size of 106Kb. When I look at the logo in my invoices, it is squashed and not the right size. Any idea what is going on? I've tried uploading jpeg and png

• Petty cash discrepancy

  How do I record a petty cash discrepancy? We had money go missing and need to document that in the books, but I'm not sure how to put that in. It's not an expense, just a loss of cash.

• Zoho Workdrive file versions

  Hello. I have Workdrive setup to sync files offline to an external hard drive. The off line sync folder currently shows at 1.42 TB. I have a 5 TB storage limit in Workdrive. The cloud version of Workdrive says that I have used all 5 TB! I have 27, 285

• Visual Sync Status Indicator

  I think I've see in documentation that WorkDrive had the industry standard of indicating a sync status for individual files and folders. I'm just starting with WD and synced my first test folder, but there was no way to tell what's happening by just looking

• Integration with Zoho CRM?

  Will it be possible to integrate WorkDrive with CRM similar do Zoho Docs?

• How to control the # of version of files to keep?

  Currently most of the WorkDrive Storage comprise of the many versions of files saved. How do I save some space and reduce the number of version of date or files saved in WorkDrive? Thanks

• Should I Use Zoho Mail Calendar, or Zoho CRM Calendar, or Zoho Calendar?

  After a couple of dozens Zoho solopreneur products that I transitioned to after becoming a Zoho One enthusiast 5 years ago, I am finally preparing to conquer the remaining two bastions: Mail and WorkDrive (using Google Workspace at the moment). A NYC

• Add comments to a form

  Hello, I'm trying to add comments to a form using a subform with one field named comment, but I don't want prior comments to be editable or deleteable by anyone (except the admin).  Is there a way to only display prior comments (with a datetime, user and comment field preferably) but still be able to add new ones when editing the main form?  I'm not tied to subforms if there is an easier was to do this?

• Zoho Books | Product updates | March 2025

  Hello users, We have rolled out new updates in Zoho Books to enhance your accounting experience. These include the ability to create workflow rules for manual journals and Multi-Factor Authentication (MFA) for customer and vendor portals. Explore these

• Trying to export a report to Excel via a deluge script

  I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"same

• Work Drive Tray Icon Missing

  How can I get the tray icon back? The app froze, had to restart PC and then it's been gone since...  I've re-installed the windows program and restarted my machine twice now.

• cant receive emails

  I have checked the Dns and everything seems to be fine pls check the print screens attached below help me cause i need to solve this fast

• Retainer invoice in Zoho Finance modlue

  Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.

• iOS Widget Not Working

  It appears that the iOS widget is not working, displaying a blank white screen instead of a selected note. I’m using app version 6.5.12 and iOS 18.3.1.

• Two Problems With Data Imported to Notes

  Occasionally I want to create a note by copying and pasting a few paragraphs from an article on line. When I create a new note and paste in the section the newly created note winds up with each paragraph in white text on a dark background rather than

• Workdrive on Android - Gallery Photo Backups

  Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

• Generate a link for Zoho Sign we can copy and use in a separate email

  Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

• How to associate a document sent in Zoho Sign with an deal in the CRM?

  Hi, often documents are loaded in Zoho sign and sent for signature. These sometimes are linked to a deal in the Zoho CRM and would be nice to see the status of the document within the CRM. I am aware of the integration, but that assumes that the document

• Preventing auto-redirect to Parent Record on Save...

  Our users often create records from the related list on th left side of the screen. They click the blue "plus" button to create the record. This is handy, but for some modules, or situations, they would like to remain on the record AFTER clicking "Save",

• CRM Portal Help

  Hello, I am trying to set up a portal to connect with our referring doctors to keep patient cases organized. I set up the accounts module as office, the contacts as doctors, the leads as patients, and the deals as treatments. Everything seems to work

• Zoho Books (UK) needs to be able to submit a CT600 CTSA return

  As well as a VAT Return, most (if not all) small businesses have to submit a CT600 Corporation Tax Self-Assessment. There are many providers who do this (like Xero) bujt not Zoho. Can you add this to the request list please? Many thanks Steve

• No image image comes out in the recipient when I sent an email

  Hello to the entire forum, when I send an email from Zoho, my profile picture does not come out. On the other hand, if you do, using Gmail accounts. How is it configured to leave ??? Thank you Greetings !!

• Zoho Desk & Tasks

  Hi, I'd like to be able to create a set of tasks each time a customer request comes in, as I understand it, currently each would need to be create manually. Project is too much of an overhead for what we want to use. Effectively in various use cases we

• zet pack not working

  We are using the zet pack command to package our Zoho extension. However, after running the command, the extension gets packed, but the resulting package is empty. We've attached a screenshot for reference. Could you please assist us with resolving this

• While retrieving the Balance Sheet Report, there is always this "COST OF GOODS SOLD", This is not editable.

  Hi Zoho & Readers, While retrieving the Balance Sheet Report, there is always this "COST OF GOODS SOLD", which is reduced from the Sales to arrive at the gross profit. The issue I face here is that Service Oriented Companies don't incur any COGS, hence

• Changing salesorder_number via zoho flow

  For some reason updating salesorder_number via zoho flow does not stick. Flow is triggered by new sales order filtered by sales channel update sales order: PO#: CX${trigger.reference_number} Salesorder_number: CX${trigger.reference_number} PO# successfully

• Working with Products that are non-tangible

  How does one create a 'service' in products? Is there a way to disable inventory functions for things like Sofware as a service? The services module doesn't look to be much help either. Not sure how to do this in CRM

• Loop in Blueprint but it works. Why? How should this be set?

  see picture

• Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

  Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

• Bulk Delete Images

  How do I bulk Delete Images from Zoho Campaigns. We have been using the Zoho since 2019 and can still only see the option to delete images one by one and we have a lot of old Campaign imagery we don't need anymore. Thanks!

• Tip #5: Setting access rights at the subfolder level

  Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series useful. For today's tip, we'll teach you how to assign higher subfolder permissions to Team Folder members. Team Folders helps you avoid the drawbacks of traditional file sharing.

• I want to update the photo from the mobile app to the product tab product.

  I want to update the photo from the mobile app to the product tab product. Because I want to use the CRM product tab for inventory management Contact registration can save photos from the mobile app. Attached screenshot.

• Setting default From address when replying to request

  At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com.  The first two are really internal address that should never be seen by the customer and

• Enable Image and Hyperlink Sync in Zoho Desk - Jira Integration

  Hi, We are using the Zoho Desk - Jira integration, which allows comments to sync automatically between a Zoho Desk ticket and its linked Jira issue. However, we have noticed a limitation: When adding a hyperlink or image in a Zoho Desk comment, it is

• Deluge Function to Update Custom Field

  I'm trying to get a Deluge function (which will run as part of a Schedule in Desk) that retrieves all tickets with the status "Recurring" and updates the custom field checkbox "cf_recurring" to "true". Here's what I have, which doesn't work: searchValue

• Implement Date-Time-Based Triggers in Zoho Desk

  Dear Zoho Desk Support Team, We are writing to request a new feature that would allow for the creation of workflows triggered by specific date-time conditions. Currently, Zoho Desk does not provide native support for date-time-based triggers, limiting

• How many ZOHO-Sites does the ZOHO-One Suite allow for?

  The free version of ZOHO-Sites allows for two sites, but it seems that the professional version (which is included in the ZOHO-One Suite) only allows for two websites. Is that correct? How many sites can I have within one ZOHO-One account?

• Zoho desk Spam Folder

  Dear Zoho Support Team, We are experiencing an issue with Zoho Desk, where all emails sent to our customers are being marked as spam. As a result, they are not receiving notifications for new ticket replies. Please assist us in resolving this issue.

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