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• What's New in Zoho Books - July 2024

  Hello users, We are back with a bunch of new features and enhancements this month to make your accounting experience seamless. Keep reading to learn more about them. Explore An Enhanced Reports Module We've streamlined the Reports page to increase efficiency

• Client Script - getBlueprintTransitions returns array of empty objects

  Just like the title says, when I'm getting the Blueprint transitions via client script, the function returns an array of empty objects. It does correctly get the number of blueprint transitions on the page, however all the objects are completely empty.

• merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory

  HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .

• ZOHO Blueprint and Workflow

  Hi, Correct me if i'm wrong, Blueprint triggers when a record that meets the criteria is created. It follows a specific transition that you will be setting up. Does blueprint work if the first state was triggered by a workflow? For example, In my custom module 1, I have a field named status. The statuses are 1, 2, 3 and 4. As soon as I create a new record, a workflow triggers that updates the status field to 1. Can a blueprint start from 2? My other concern is, can blueprint transitions work at the

• Help Updating form

  I have a visitor management app, the visitor checks themself in at reception. Admin can see a report of all visitors onsite. When the visitor leaves, another form is used by the employee they are visiting to confirm they have left site. How can I make

• How to find (total) profits per item in Zoho inventory or Zoho Books

  Hi, I would like to find out how to generate a report that has Item/ Cost Price/Sales Price (total)/Profit (total)/Margin The current sales reports has the total qty sold and the sales price but does not show the profits. Can i check how to do it? Similar

• How to create a not payed yet transaction for a vendor

  I want to create a transaction for a vendor, similarly as I do it for customers, but I can't do it. Basically, I receive an invoice from a vendor, I want to register it as not paid, being able to mark them then as approved, and when the due date arrives,

• Workdrive Data Template & Viewing Document

  Hello! Dipping my toe in Data Templates so I can better "tag" client files and assign properties for workflow, file renaming, automated filing/forwarding, and searching. (and other) I have a couple of Data Templated created and see where I can assign

• LinkedIn posting Admin

  Zoho will not publish my posts to LinkedIn claiming I am not an admin on the page, but I am a super admin on the page. It makes no sense.

• Uploaded Videos not processing

  We are unable to attach videos. When the file is uploaded, it gets stuck at 100% and the ATTACH button is not clickable. My assistant in the Philippines experienced the same issue. I am in California.

• Item Search

  Hi there,  any plans to enhance the item search function,  to include searching also the item description,  when doing estimates and invoices?  Thanks! 

• [UI Update] Mandating New UI for all Zoho Analytics Users

  Dear Users, We’re pleased to share that the new and improved Zoho Analytics 6.0 user interface has already been embraced by many users, delivering a faster, cleaner, and more efficient experience. For the Zoho Analytics users who are still using the old

• Button Deluge not working

  Please let me know if I need to post this somewhere else - this is my first time using the forums. I am attempting to build a button with a function that uses a multi-select lookup to build a list of interested buyers for properties based on the zip code

• Automate PAYMENT RECEIVED email

  In BOOKS - how do I make it automatically send a Payment Received, Thank you email to my Customer when I match a transaction to an Invoice (thereby making it PAID)? Thank you for your help.

• maximum limitation of COQL API

  from this documentation it said: You can retrieve a maximum of 1,00,000 records in multiple API calls per unique criteria. f you want to retrieve more than 1,00,000 records, use the Bulk Read API. my questions are 1. what is per unique criteria here?

• File upload in Workdrive

  I am trying to get all the files and folders from dropbox to Workdrive with same folder structure. Can someone help me with which actions should I choose?

• I want to create an assessment with a value being greater than other value

  I’m building an assessment form in Zoho Forms that includes multiple sections (or categories), each with 4 dropdown questions. Each answer is assigned a numerical value (from 1 to 5), and I use formula fields to calculate a total score per category. My

• Post announcement / message on home or dashboard screen

  I would like to post company announcements/messages on the Home Screen of our users. What is the best way to do this?

• Can you sync CRM contacts to TeamInbox?

  Can you sync CRM contacts to TeamInbox? Or at least upload them? From what I can see, you have to enter them manually one at a time.

• 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.

• CRM is shut down.

  Weekly Issue. Every button is shut down. Record cannot be saved. Stability is a joke.

• Mail is sent twice!

  Been using Zoho for a while now. Installed Zoho for someone else and some weird things are happening. Mails are being sent twice. He is using Thunderbird as an email client. I already read about email being duplicated in the sent folder. But in my case

• Weekly Tips: Protect Confidential Information with PGP in Zoho Mail

  We deal with confidential information almost every day, whether it is being sent out or received. Though emails sent using Zoho Mail are encrypted both during transit and at rest, attempts to access and steal your sensitive data are always a threat that

• How to change back to the old version in zoho support

  Please let me know how to change it back to the old version. The new version is too slow and hard to manipulate. 

• Cant set required field

  When trying to set a field as "required" - it is coming up with an error which states it is not "read/write" and to change this to allow the area to be mandatory - however it IS read/write for ALL users and profiles? Please can someone advise?

• Digest Maart 2025 - Een terugblik op de Zoho Community van Maart

  Beste Zoho Benelux Community, Het eerste kwartaal is voorbij en we beginnen met frisse energie aan het tweede kwartaal van het jaar! De afgelopen maanden heeft Zoho niet stilgezeten en we hebben een aantal spannende updates, nieuwe productlanceringen

• Dashboard tabs - last month relative

  Hello, On my dashboard, it has "last month relative" under some tabs such as deals created, for example, highlighting if it has increased or decreased from last month. Is it possible to add this feature onto the other tabs? There are a handful which don't

• Zoho Books: Please ensure that the "description" has less than 100 characters.

  I have this code written to convert Quote into an invoice and keep getting an error even while saving the code. Error: Please ensure that the "description" has less than 100 characters. // Replace with your actual organization ID and connection name org_id

• An edit in Sheets is not being updated in CRM

  An edit in Sheets is not being updated in CRM. Does the Sheet need to be manually re-imported?

• Tip of the week #50- Access Zoho WorkDrive from your inboxes !

  Zoho WorkDrive is a secure online platform for teams to store, manage, and collaborate on content. Use the Zoho WorkDrive extension for Zoho TeamInbox to easily access and attach files from your shared mailbox. The files in Zoho WorkDrive can be accessed

• Custom fields wont add options

  I've got a custom field in my projects template. Im trying to add another option but it wont let me. Is there a limit to how many options can be added?

• 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

• Sorting task lists name

  Could you please make the the task lists' name in move task function be alphabetically sorted? Thanks, -Jale

• invite Guest has disappeared

  hi It was there yesterday. I can not see a reason. Not other other than below.

• Splitting Transactions in Zoho Books

  I have read in past forum posts that the ability to split bank transactions would likely be implemented - it's definitely a typical accounting program feature.  I'm new to Zoho and thought I'd found nirvana until I realized this feature doesn't seem to

• Recording overpayment?

  So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?

• Customer Statement Template

  Hi. how can i add order number "customer LPO number" in the customer statement. regards

• How to shuffle the questions or Random sample a few questions from a question base?

  I have a large number of questions (> 100), so I want each respondent to do just 5 or 6 of them, but I must need shuffling questions or random sampling from questions. Do Zoho form have this feature?

• Submit form to create estimate

  Hi I'm really hoping someone can help me understand the deluge script that is needed to make this work! Basically I have a form which includes a sub form in it. Between the forms they collect customer data, such as name, address, contact number and information about rooms in a house such as measurements and items that might be installed in them, all combined they will be used to provide a quote/estimate. The form is all working nicely, however, I now need to add some script to send some elements

• Zoho Forms data passed through Zoho Flow to On-prem SQL - Sub form issue.

  Hi All, we have a number of forms now setup in Zoho Forms that contain subforms. We have integrated Zoho Flow into Forms and have a few of our standard forms inserting the data correctly into a On-Prem SQL server. Our issue now is, how on earth can we

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