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• How to create Comparison across Period chart in a dashboard?

  Hi all How can I create this chart in a custom dashboard? The issue for me is that this chart is very small. The CRM module (unlike Projects module) has no ability to expand a chart. I want to make it larger, but also want to include it in a custom Forecast

• Trouble fetching custom fields from Zoho Booking

  I'm following the instructions from here : https://help.zoho.com/portal/en/kb/flow/user-guide/app-specific-documentation/articles/zoho-bookings#1_Problem_with_accessing_custom_fields But I can't get this to work. Here is the result of a test booking :

• How to change an employee mail id

  Hi, Does the administrator have the rights to edit an  employees mail id. 

• Tip of the Week #56 – Analyze performance with analytics reports.

  Wondering how well your team is managing communications in shared inboxes? It’s time to stop guessing and start knowing — with Analytics Reports! As an admin, you get a broader view of your team's performance by tracking important metrics such as response

• Zoho Sprints is now AI empowered

  Enhance the quality of your work with the power of generative AI tools in Zoho Sprints. These tools help you write precise descriptions, summarize content, analyze sentiment and tone, and translate content into your preferred language, and write and explain

• 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

• Threads view for email sent from Cases module in CRM

  Hello all, Following the previous announcement regarding the support for the Send Email functionality from within the Cases module, the Email thread view is now available for emails sent from the Cases module. This enhancement is for better readability

• Custom view placeholders

  Hi all, On some occasions it would be great to have placeholders setting up a custom view. Example in our case we have a field for a year. We would like to have a placeholder like $.{CurrentYear} that will insert the current year 2025 e.g. Now we have

• Languages in Zobot

  Hello, I have found a list of supported languages for the Zobot. The information specifies the languages are supported in the following 3 features: SalesIQ supports 34 different languages in the following features. Resources (Articles, FAQs, Small Talks)

• USA Military addresses

  When we have a client with a US military address adding them to the CRM, or having them fill in a form is a problem. Zoho Forms and CRM doesn't seem accommodate them correctly. It doesn't make sense for me to have to create a secondary data model for

• Parentheses in System Path

  Zoho WorkDrive includes a mandatory parenthesis with the organization name in the desktop sync client. This adds parens to the system path. Many command-line applications do not allow for the use of parenthesis, so if you want to use a file saved on WorkDrive in a command line you cannot. Most major document syncing platforms do not allow parenthesis for this reason.

• Match Transaction > Filter | Allow wildcards in search

  The Filter function is useful for narrowing down to a specific set of transactions. It would be useful to have the ability to use wildcards in search. e.g. customer name "starts with" or " * " as a placeholder. e.g. "National * " instead of "National

• Can your customer support speak every customer’s language?

  In today’s world, talking to your customers in their language is not a nice-to-have. It’s a must. It's one of the reasons that most businesses have trouble going global: Language barriers get in the way. Say, a customer from another part of the world

• Sub accounts in Balance Sheet - specifically Assets

  I've added in a new account, IP Developed, under Intangible Assets. When I run the balance sheet report, it shows on its own without a header, just tacked on the bottom of all the other assets. I'd like it to show under Long Term Assets or Other Assets.

• Assign default Location + warehouse to Customer / Vendor

  Hello there. With the introduction of Locations I'm having to enter the warehouse for every single transaction which is getting really tiring and causes errors (easy to fix, but still). Does anybody know if there's a way to assign a default Location and

• Check Sales Order for Duplicate Line Items by SKU

  It would be really nice if Zoho Books offered at least some of the features that the 30 year old software we migrated from did. When entering a Sales Order having some kind of warning pop-up if you try to enter the same item again would be very helpful.

• Fifth Insight - Maximize the role of Departments

  The Wheels of Ticketing - Desk Stories Maximize the role of Departments What are Departments? Departments represent the various business divisions within your organization, each serving distinct functions that align with your products, geographical locations,

• hey

  help me in zoho payroll

• 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

• Multiple clients in one project

  Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.

• 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

• 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

• 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

• 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

• 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

• 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?

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

  please consider and refund my money.

• 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,

• 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

• Save Draft in email bigin for desktop and mobile

  Hi any news to when we going to have the save draft for email in bigin desktop and mobile?

• Zoho Desk and Zoho Inventory

  I am hoping I am not the only one with this need but has anyone else notice the lack of integration between Zoho Desk and Zoho Inventory and eventual funneling into an Invoice in Zoho Books?  As an IT service provider we very often will sell parts (items) along with services for installing said item(s).  I have discovered that although you can integrate your Inventory Items into Desk as a "Product", it serves no real functionality.  In fact, I found the concept confusing compared to how many Service

• Including Field in email body based on answer

  I am making a form as a checklist of our mechanics. I have it setup with choice matrix. The choices are "Bad" and "Good". I would like to have only the "Bad" show up in the email body. I am not against changing how it is setup, thank you.

• Hide Zoho SalesIQ chat widget outside operating regions to optimize engagements

  Have you ever found yourself in a situation where you're receiving chat requests from locations where your business isn't operational? Having to set routing rules or manually delete chats from your logs can be tedious and time-consuming, hampering your

• Remove attachment from ticket

  Hello, When we receive e-mails from our customers, lots of those e-mails contain attachments with sensitive information, which we need to delete from the ticket after using it. It is forbidden for our company to store these attachments, due to security reasons.  Is there a possibility to delete an attachment from a ticket in any way? It is necessary for us that this possibility is available. Thanks in advance, Yorick

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