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• ZOho Booking and CRM integration.

  We are using Zoho Booking wiht Zoho CRM in a custom module. Inside our module we use the option to book a meeting with the customer. This part works great we feed the field to the URL and everything work 100%. Now my issue is that I was not able to find

• Chrome browser issues. Anyone else?

  I am suddenly having multiple issues with Chrome browser interpreting the Zoho Mail interface.  Anyone else?  Any known problems? Thanks, Todd

• 554 5.2.3 MailPolicy violation Error, help?

  This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. 554 5.2.3 MailPolicy violation Error delivering to mailboxes I am not sure why i am getting this, please

• Display comma in number field (thousand separator)

  Love Zoho so far!  How can I add comma as thousand separator in number field upon input by user?  This is essential feature when dealing with larger numbers to make readable.  Is there number formatting script for this? For example, change 600000 to 600,000 This link appears to be related to the topic. https://help.zoho.com/portal/en/community/topic/amount-display#2266000001410984

• Any way to Associate a Recurring Invoice with Deal/Potential in Zoho CRM

  When we create an Invoice in Zoho Books, we have the option to associate that invoice with a Potential/Deal that is tied to that same customer. Can we do the same thing with Recurring Invoices? When creating a Recurring Invoice, I want to be able to Associate

• Tracking leads through the sales process

  Our leads are being generated via paid google ads and are arriving to us with UTM data showing lead sources, campaign mediums and campaign names. I want to track the progress of those leads as they migrate through our sales funnel while maintaining a

• Elevating Email Security on Zoho Desk: DKIM Now Mandatory

  Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for

• How to send mail with js SDK

  Hell o I'm using https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js, for my widget in CRM (built with sigma) Is it possible to send email from js file, I try ti use that ZOHO.CRM.API.sendMail({ "Entity": "Accounts", "RecordID": sharedVariableEntityId,

• How to merge data from Zoho CRM to Zoho Sheet

  Hello! A few months ago, I made a Zoho sheet with the ability to bring in data from Zoho CRM. It worked by adding the email of a Contact to the sheet, and then it would fill in the rest of the information in the row with information that was stored in

• Create custom rollup summary fields in Zoho CRM

  Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

• Zoho Sheets working offline

  Hi,  I am looking for the ability to work offline in Zoho Sheets, but currently I cannot find the process to complete this.  Does someone have any ideas or steps I might have missed?  Also does Zoho Sheets have the "Format as Tables" function as is currently in MS Excel 2016??  Many thanks. 

• Date format in the Account settings are not reflected in other applications

  The issue where changes to the date format in the Account settings are not reflected in other applications. Not only the date format, but even after switching the language in some part remains the same. This issue has persisted for a week. Could someone

• Announcing a significant enhancement for Zia Presentation: Personalize the data and distribution of your sales deck

  Dear Customers, We hope you're well! There are two aspects to being a salesperson: Selling and reporting. While the former is the job itself, the latter helps salespeople evaluate their performance from time to time. This evaluation doesn't just help

• Contacts per department

  Hello, Is it possible to limit Contacts to a Department? Thanks

• Recipient accidentally added to ticket?

  One of my users copied email text from a client into the description of a new ticket. The ticket was intended to be for internal use only, so imagine our surprise when he received an email notification, replied, and his reply was added to the ticket!

• Difference: Linking Module Record vs. Subform Row with lookup

  In terms of "database relationship structure", is there is difference between a Linking Module Record and a Subform Row with a lookup? Both have the ability to store data related to a specific connection of two modules, right? Do I miss something? When

• Project profitability

  It would be useful to analyze project profitability. Besides adding an hourly rate for staff or task, I would also like to add an hourly cost for that person or task, so that I can compare time spent vs time billed and easily calculate profit margin.

• How to search records in integration task in creator?

  How to search using integration task in creator searchString = {"zcrm_account_id:4050082000001001499"}; contactData = zoho.books.getRecords("Contacts","xxxxxx",searchString); I get an error that third argument needs to be string, I tried to convert it

• project profitability

  I would love to be able to see my costs for non-billable tasks without that impacting my revenue budget. My project budget type is based on project and my billing method is based on staff hours. if I turn on the option to include non-billable hours in

• How can I create individual records from a subform

  Hi, I am collecting subform data into a Lead record and I need to create individual records for each row associated to the account when it is converted. How can I do this?

• How to easy change layout in existing records in Deals?

  Hello, So far i have used only 1 layout in Deals. I have about 1000 records. Now i want to make new layout. So i have 2 layouts: Layout Old (1000 records) Layout New (0 records) How to easy change layout from Layout Old into Layout New for existing records?

• How to add a record for a different report

  I have one form and it has two reports I need to programmatically add records to both reports For example one report is draft and other is processed After the user performs some action on the draft report I want to create a new report in Processed and

• Introducing Zia GenAI: Zoho's Native Generative AI for Zoho Desk

  Hello everyone, Zia GenAI is available on Early Access for Zoho Desk Enterprise subscribers. Kindly fill out this Registration Form to request early access. We are excited to announce the Beta release of Zia GenAI in Zoho Desk, now available through our

• Location Lookup

  Hi Team, When I enter an address into the location field, there is no map address lookup happening. What setting have I missed that will get this working? Kind Regards John

• Tropicalize Books

  Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more

• Automation#20 : Auto-Add Ticket Tags based on Keywords

  Hello Everyone! Welcome to unveiling custom functions on our Community series. This week's post lets you add tags to your tickets automatically based on the keywords in the ticket subject and the ticket thread. Discover how this custom function helps

• Zoho Advanced Session audit is hogging RAM

  Hi! I've been noticing an issue with Zoho Unattended where it occasionally takes up a lot of the RAM on our computers. It's causing issues for me on PCs that are alreayd low on RAM. Does Advanced Audit have to be disabled for our entire organization to

• HOW CAN I ADD A PDF OR ANY FILE DOCUMENTO ON A CELL FROM MI C: DRIVE PC WITHOUT A WEB STORAGE LINK

  I want to add a PDF file reports on a ZohoSheet Cell but i dont know how. I can add images but not files. Can you help me? Thanks a lot.

• Chronicles of 2024: The Year in Retrospect

  As we close out 2024, let’s take a moment to highlight the new features and updates that have enhanced Zoho Invoice in 2024. Among the exciting enhancements, we have launched a new AI-powered chatbot designed to assist you in understanding the app's features

• Zoho Creator Integration with QuickBooks: A Step-by-Step Guide

  Introduction: Integrating Zoho Creator with QuickBooks allows you to sync your business data between the two platforms, providing a seamless experience for managing accounting, invoicing, and financial data. This integration helps automate workflows and

• Zoho developer edition does not work for us

  Hi Is anyone else having this problem? I'm signed in with our admin/super user account. When I click on the link on this page: https://www.zoho.com/crm/developer/docs/dev-edition.html I am asked to agree to Terms and Conditions. Clicking Agree to Terms

• INVALID_OAUTHTOKEN using Self Client Access Token (Android)

  Hi, I using the Zoho Android Demo app to try to evaluate Zoho Assist. https://github.com/zoho/Assist-Customer-Android-SDK-Demo I am successfully able to get an access token by POSTing the generated code from Self Client via POSTMAN. scope = ZohoAssist.sessionapi.ALL

• Cloud to cloud folder migration from Sharepoint to Workdrive

  I am aware of OneDrive migration: https://help.zoho.com/portal/en/kb/workdrive/migrations/microsoft/articles/migrate-from-onedrive-to-zoho-workdrive#Whats_migrated would this cover a Sharepoint migration meaning I can move a whole Sharepoint (team) folder

• Webhook when estimate is refused is not firing

  Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created

• Zoho One Trial Version

  I am in a trial period using Zoho One in my business. I have a question about what happens to the information when the trial version expires? Does the information stay in my account? Do I have to delete the information before the trial version expires

• Does Client Script work on Zoho CRM Portal?

  Hi ! I create a new module to use at customer portal. But Client Script looks not work. Please help me clarify, thank you!

• Changing Color Theme of Guided Conversations

  Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!

• Transitioning FESCO Bill Project to Zoho Sheets and Integration Options

  Hello Zoho Support, I'm considering transitioning my FESCO bill project from Google Sheets to Zoho Sheets and wanted to know if there are integration options to seamlessly migrate our existing work. You can view our platform here, any guidance would be

• Getting 401 Unauthorized while creating Ticket

  I'm getting 401 UnAuthorized  when I try to create a ticket using the Zoho Desk API. I am using using  OAuth2.0 for getting access token and generated accesstoken and used Desk.tickets.ALL as a SCOPE . Kindly help me to resolve this issue while creating

• Tip #17: How to mandate partial payment for your appointments

  When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits

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