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• Default styling for templates

  Is there a way to add default styling to Contract templates? I want to be able to add page breaks between clauses for created templates, font styling and organise where clauses are positioned. I can only currently edit the styling from the template, but

• Complex CRM Automation

  Hi, I'm fairly new to this whole Zoho CRM and I kind of have a slightly complex automation to make. I just hoping for someone to put me on the right track with whatever apps and tools. If I can stay within CRM, even better! I'm making a new module to

• Expenses in multi organisatuon setup

  I appreciate that this question can be a mix of zoho expense and books. I have 2 books organisations, where one of them is only being used for financial management of a subsidiary in a separate country. Literally just for purpose of input accounting 

• Zoho Writer and Zoho Analytics ... How ?

  I've installed this extension for Zoho Writer : https://marketplace.zoho.eu/app/writer/zoho-analytics-for-zoho-writer#overview and followed these instructions : https://www.zoho.com/analytics/help/datastorytelling/writer-integration.html But for the life

• Chronic Bugs in their search API

  Hi, I'd like to hear from other developers who are having problems using the Zoho CRM API. Very simple things, universally accepted search practices, simply don't work in the Zoho API. For instance, If you have a CRM Account with the name "My__Account"

• delete contacts from phone

  Hi, I have Google contacts as my main contact list, and in the past have had it sync with Zoho contacts. I wanted to clean everything up, and start over with Zoho, and import all the clean contacts from Google. I deleted all my Zoho contacts on my computer,

• Scheduled post / promoting

  Hi there, ive set up scheduled posts, i intend to do a paid promotion/boost my posts. Is there a way to set up the promotion prior to posts launching on social media? thanks, Nikki

• Kaizen #184 : Using Widgets in ZET CLI and ZDK CLI

  Hello all, Welcome back to the Kaizen Series! ZDK CLI is a set of command tools that you can use to manipulate Zoho CRM metadata including widgets. ZET CLI helps developers build and package widgets in Zoho CRM. In this Kaizen post, we will explore using

• Deprecating Public Comments

  Currently, Zoho Support allows users to add comments to a ticket and have these comments visible on the customer portal. These are called Public Comments.  We intended these to be a convenient way for agents to let both customers and internal stakeholders know of developments in a ticket. Since then, we've added better and more elegant ways for agents to communicate with customers and employees. Naturally, the usage of Public Comments has come down over time.  After studying its usage carefully,

• Zoho Books API endpoint to fetch contact custom fields

  Hello I am trying to sync my custom fields of woocommerce checkout with the custom fields of contacts/customers in Zoho books via API I need the api endpoint to fetch all custom fields from Zoho books, how can i achieve the same? Thanks Puneet

• Custom TaskList and Tasks creation based on project custom field

  Hello, I'm trying to configure Zoho Project for a specific use. I have created a custom multiselection field in project template and I would like to create one tasklist with multiple tasks in it depending on the multiselection field on each project. For

• New Asap Widget How to update my code

  I know you're still working on updating the documentation for calling the Asap Widget, the existing documentation is no longer valid. In the old 1.0 version I was able to do many things programmatically in javascript. I could open an article directly

• leads by date created

  Zoho, Please help me.  I am definitely a novice with your product.  I was looking up a lead and somehow changed all my leads from date created to now being by last name of company.  I have a very important meeting and need them restored to date/time created.

• Importing old Invoices into Zoho Books - Hitting the limit

  I'm currently working on importing historic invoices and payments made records from one Zoho Books premium instance into another however i'm hitting the 25,000 per year limit issue, these invoices go all the way back to 2019, and i understand that generating

• Reply-all copies Help Desk

  Whenever we choose the Reply-al function on a ticket, the Help Desk email is automatically inserted into the CC field. Is there any way to remove this, or do we possibly have a configuration issue?

• VAT return period question plus pre-registration expenses

  Hello!  I'm new to Zoho and I am trying to generate a VAT return that covers the period 11 November 2021 (my VAT registration date) to 28 February 2022.  I know I'm slightly late with this but I'm struggling, because Zoho wants to produce a return only

• My workflows not working

  Hi I have created my first workflow I want it so when a customer responds to a ticket that the status is changed to "reopened" We want this so its clear there is a ticket to deal with again. We only have 2 agents responding to tickets and do not have

• Zoho Book not Connecting to Bank

  Is anyone else having issues with Zoho Books connecting to their bank? We have not been able to connect to the Co-operative bank feeds since Dec. Zoho are blaming the Co-op but the Co-op says that it has to be a Zoho issue as no other accounting software

• Unbale to send email from my zoho account

  Hello Zoho Team When i compose my email and i press "send". It refuses to go and rather prompts an error message stating "Unable to send message; reason 554 5.1.1 Mail sending blocked for the domain(s): [pass24-sas.com, elitiscameroun.com] How can i solve

• How to duplicate template ?

  I've created a template, but want to create a different version of it for another use case - but I can't figure out how to copy it ... The Save As function is grey when editing and no option to copy from the template menu ?

• Searching on many field from a subform

  Hello, i have a form "Product" with 30 fields. i have a form "Quote" with a subform for add product (with a lookup) . when i add a product, i need to search the product on different criteria. Today i just search on 4 fields with "Advanced Criteria". How

• My account can't click on any menu options. Non-responsive. Only will let her open and log-out. Please Help!

  Hi, our company recently switched to your email service. Our accountant cannot get any of her menu items such as contacts, calendars,notes, tasks, or even settings, apps or anything to respond. You click and nothing happens. It will let her log-in and

• Zoho Creator - App Layout vs. Desktop Layout

  Hi There, Although the idea of an iPad or iOS app for accessing any Creator app is great, the current layout lacks GUI usability, similar to Zoho CRM. It would be beneficial to integrate CANVA for designing different layouts, making them more visually

• Zoho Mail not loading

  Hi All,  We are currently experiencing issues with Zoho Mail and you might not be able to access the service. Our technical team is working on it with highest priority. As an alternative, you may try accessing Zoho Mail via POP/IMAP & mobile devices and to access via web-browsers please use  https://t.zoho.com/  or https://m.zoho.com (preferably for viewing/reading emails).  We will keep you updated once the issue is fixed. Please bear with us till then. Your patience is highly appreciated! We apologize

• How to include original email as a quote in a Email Direct Reply in a Workflow (Helpdesk)

  Hi. I have an automatic email with a couple placeholders, sent to the recipient stating what their ticket number is in a Workflow in Zoho Desk. What I would like to do is quote the original email they sent which triggers the workflow at the bottom of

• Incorrect Record ID

  Whenever I create an entry in my form, the record ID shown in the report is wrong. I have a test script that simply calls zoho.creator.getRecordById after form submission using its own record ID and it keeps returning {"code":3100,"message":"No Data Available"}.

• Filter contacts based on selected category in Zoho Desk ticket

  Hello community, I’m setting up the Tickets module in Zoho Desk and I need help implementing the following: When a category is selected in a ticket, I want the Contact field to be filtered so that it only displays contacts that are related to that category.

• All the steps to submit a repair request—now packed into a single kiosk | Kiosk Studio Session #6

  Looking for more ideas? Please check out our other posts! Session #1 covers how to view customers from the same industry. Session #2 covers how to build a call script kiosk. Session #3 looks at streamlining appointments. Session #4 shows how kiosks can

• Adding two custom fields

  Sorry if it is too simple, but how can I create a custom field in Desk to add first and last name e.g. first Name + Last Name = Full Name Thanks Rudy

• Track and Manage Temp Attachments with Expiry Dates

  Keeping track of temp documents is now easier and more organized. With this update, you can: ➤ Upload attachments with expiry dates. ➤ Get visual indicators for pending or expired documents. ➤ Set up reminders to notify temp owners before documents expire.

• Customize the Client Portal

  Is there any way we can customize the Zoho Recruit Client Portal so that I can ensure that the columns/headers that the client admins and hiring managers only see what they need?

• Weekly Tips: Take Control Of Your Inbox with Mark as Spam Option

  Receiving emails that instantly feel suspicious, irrelevant, or just plain unwanted has become part of our everyday lives now. Whether it is an unexpected marketing email, an unfamiliar sender, or an uninvited message, we all face the frustration of having

• Users don't have access to WhatsApp chats

  Dear Support Team, I hope this message finds you well. We've recently implemented the Business Messaging feature, leveraging WhatsApp as a primary channel for customer communication. However, we've encountered a critical issue that's hindering our operations.

• Where to Map Candidate fields to Employee fields in Zoho People 5.0

  I can not find options anywhere on Zoho people 5.0 where I can choose how the data fields are mapped from the candidate form to the onboarding form

• Create a list of products and automatically associate them with new deals

  Hello, I have a store with WooCommerce, and I want to import orders into my pipeline. But I haven't found a way to import the order with the associated products. So, do I have to create the deals and then manually add the products to them? That's double

• Leverage UX to Power CX: VoC insights are now available in Kiosk

  Efficient teams deliver exceptional experiences Dear Customers, We hope you're well! When we built VoC for Zoho CRM, our focus was in fact to study the "voice" of the customers. It's been over a couple of years since we opened it for you, and we have

• Creating a Quote from a Deal and populating the data

  Hi I have tried many ways to get a way to create a Quote from within a Deal and have it pull the Deal data over, but none have worked. I have the following ode that Zoho provides, but this fails and refuses to save. I am not a developer, so writing code

• Creating a Quote from a Deal in CRM

  Hi, Can someone tell me what the standard fields are that pull across to a quote when you create one from an existing deal? I have our CRM which pulls across the company, contact etc. Then a clients which pulls over the deals name and nothing else. No

• Recurring Automated Reminders

  Hi, The reminders feature in Zoho Books is a really helpful feature to automate reminders for invoices. However, currently we can set reminders based on number of days before/after the invoice date. It would be really helpful if a recurring reminder feature

• Zoho Sprint Backlog View, filter by item status

  Hello, In Zoho Sprints, it would be great to be able filter out specific items in the Backlog based on their status. We would like to track items that were Removed from our backlog without seeing them constantly in the Backlog view, as this view should

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