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• Recent Topics

• Is it posible to add deal via API

  Hello! I'm a little bit confused, what should I refer to if I want to add a deal (succes deal) via API? We register deals in separate app, I would like to integrate it into bigin.

• Where is the customization and extendibility of zoho inventory?

  After delving into zoho one subscription to test out systems we need for our business, I'm really disappointed after working in Zoho Inventory. Its features and customizability are extremely lacking compared to the other tools like CRM. In our case we

• Power of Automation:: Automatically sync the highest completion percentage from subtasks to the main task.

  Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

• 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

• Introducing the Egnyte extension for Zoho CRM

  Hello Zoho CRM Community, How often do you find yourself switching between platforms just to find and share the right document? Is your team dealing with a lot of documents, making customer-related file management a constant hassle that slows down your

• 自動メールが送信されない

  ZohoSurveyの　編集→自動処理→メール送信　でアンケートに回答があったら、その内容がメールで届くよう設定しています。 3/5（水）までは自動メールが届いていたのですが、3/6（木）以降届かなくなっています。 弊社システム管理に確認してもらったところ、弊社のメールサーバーに到達していないとのことで、弊社の問題ではなさそうです。 ちなみに、自動メールの差出人をnotification@mail.zohosurvey.jp　に設定しても、自分のメールアドレスに設定しても、メールが届きません。 何かご存じの方がいらっしゃいましたら、ご教示いただけると幸いです。

• Extension: Send reply to customer, with attachment

  Is there an API call available for extensions to send a reply to the customer with an attachment attached? We have created an extension that generates an RMA sheet based on custom fields from the ticket and makes a PDF file out of it. It would be great

• Involved Account Types Not Applicable

  I am getting an error while trying to record a bill. I use zoho for multiple companies and this is the first time and error of this instance has occurred. Any assistance would appreciated.

• API in E-Invoice/GST portal

  Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.

• How to record income tax refund?

  I am not clear on how to record income tax refund in Zoho Books. It is not really taxable income, so how to I record it correctly?

• Send Twitter Reply with Image

  Hello, I'm using this api right now and it's work great for sending a text. But I wonder if there is a way to reply with attachment/image to twitter via API/agent dashboard. As I see no button to upload media

• учиться работать в ЗОХО

  Здраствуйте! Подскажите, пожалуйста русскоязычного преподавателя обучению использования ЗОХО?

• Kaizen #2 - OAuth2.0 and Self Client #API

  Hi everyone! Welcome back to another week of Kaizen!  In this post, we will shed some light on the OAuth2.0 protocol and how you can use Zoho's Self Client option to authenticate your application and generate the tokens. What is OAuth2.0? OAuth 2.0 is an industry standard protocol specification that enables third-party applications (clients) to gain delegated access to protected resources in Zoho via an API. Why should we use OAuth2.0? Clients are not required to support password authentication or

• 400 Bad Request - Unable to process your request

  Hello, Today (13/03/2025) there was a problem with the advanced forms in ZOHO DESK. I have them integrated into my site - I front-end collect the data needed for the form - populate the form with them and submit according to the POST method in the code

• What am I doing wrong? (updating existing tickets via email)

  I'm trialing the free tier of Zoho Desk. When I try to send email to my support address to update an existing ticket, Zoho Desk keeps creating a new ticket. I've tried putting the ticket number in the subject in the format [#ticket#] and [##ticket##].

• Loading Zobot codeless builder is painfully slow

  Lately, editing ZoBot has become extremely slow. When entering ZoBot, it takes a long time to load, and even the browser sends a notification saying that the page has crashed, asking if I want to force quit or wait. It's very frustrating.

• Custom date filter in report (Up to specific date)

  I am trying to add a date selector to a page to filter through a report as shown in this video. https://www.youtube.com/watch?v=Otm3_7jJE7A I want however to make a slight modification. I want to make with the selected date a in between (between today

• Notifications mention the wrong user when tickets are updated.

  I'm having an issue with the notifications/Feed in Desk when tickets are updated in any way. All actions taken are assigned to a single user no matter who performed the action. For example lets imagine my organisation has 3 users: User A, User B, User

• Marketer's Space: Leveraging CRM Data for Dynamic Content and Personalized Campaigns

  Hello Marketers! Welcome back to another post in Marketer’s Space! We’re excited to continue our series on the many advantages of integrating Zoho CRM with Zoho Marketing Automation (ZMA). This series is designed to help you unlock the full potential

• Kaizen #91: Dynamic Lookup filters using Client Script

  Hello everyone! Welcome back to another captivating Kaizen post. In this post, we will explore the process of implementing lookup filters using Client Script. What is a dynamic lookup filter? A dynamic lookup filter is a feature that allows you to specify

• Assign layout when using TIckets API

  When using the tickets api to create a ticket, can you assign a layout? I don't see it in the list of fields availabe.

• Pusat bantuan bank-btn 0812-7397-2676

  Pusat bantuan bank-Btn 0812-7397-2676

• How to make the Merchant and Expense Date fields required when entering a new expense

  How do I make the Merchant and Expense Date fields required when entering a new expense? I was able to make the Projects field mandatory by going to Admin < Settings < Customization < Modules < Expenses < Fields and checking the mandatory box, but the

• Is it possible to create a quote for a prospect WITHOUT an associated Account?

  Although most of my clients pay for their services through their organizations, I have a few who pay out of pocket for 1-to-1 coaching. They don't have an associated account as they are processing these payments as individuals (not affiliated with any

• Scheduled Report Query

  I have this scheduled workflow in Zoho Creator that emails a report named Stocks_Details which uses the Add_Stock form. In the report, I also added a field called Threshold from the Add_Product form and it's connected through the Product_Code field. Now

• Zoho Desk Users Meetup Coming to Australia & New Zealand in April 2025

  Hello to our Community in Australia & New Zealand, Here's some news for you : Zoho Desk Experts are coming to your city! While you take the opportunity to meet with them and widen your business opportunity, you also get the chance to meet with fellow

• "Project" function within Zoho Books vs Zoho Projects

  Hello, I have a small consulting business and recently subscribed to Zoho Books. I require some level of project management for my business. I am wondering if the "Project" functionality in Zoho Books would be sufficient for a small business, or if I

• Zoho Survey – Page Skip Logic Not Working

  Hi everyone, I'm experiencing an issue with the page skip logic in Zoho Survey. Last week, it was working fine, and I haven’t changed anything in the settings. However, today the skip logic is not working at all. I also tried testing it with different

• Zohomail

  Hi ! We are unable to configure zohomail imap / pop . Two factor authentication is off. Its keep on asking password and user id. Please help. Sajith

• Error: Unable to send message: Reason 550 5.4.6 mail rate exceeded limit

  Hi, My user is not able to send email. The error is Error: Unable to send message: Reason 550 5.4.6 mail rate exceeded limit. How to procede? Thanks Ana Rita

• OCR for PDF

  Is there a way to OCR a PDF?

• Lookup Field not linking to Contacts on iPad or Tablet

  I have created a Custom Module that has a field that does a lookup to accounts and contacts. The lookup field works when using a PC, but not when using an iPad or tablet Does anyone have any suggestions why? Thanks in Advance

• Zoho Payroll: Product Updates | February 2025

  This March, we're thrilled to unveil new updates that bring ease and precision to your day to day payroll operations. As Zoho Payroll evolves to adapt to your business needs, let's take a look at the updates we've released over the past months. Zoho Payroll

• please unblock my account for mailbox size--I purchased a subscription

  I am not receiving new emails and I can not send emails. And I get this bright red message when logging in: Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts Click here to get unblocked. The "click

• Use result of one formula field for another formula field

  Can I pull data from one formula field as one of the values for another formula field? I tried doing it and it's returning an "invalid formula" error so I'm not sure if I made the formula incorrectly or if it's just really not possible to do that. Also,

• Populate Data from Zoho Creator to Zoho Sheet

  Hi People, Any recommendations for the use case below? Use Case: 1. Extract all projects along with their related tasks, timesheets, and issues and create a consolidated file Initial Approach: 2. A scheduled workflow will trigger in Zoho Creator to extract

• Conditional formatting - Making negative numbers red

  Is it possible to make negative numbers red? Or even better, is it possible to add conditional formatting to cells or to the text?

• Track Items - Sprints History

  I want to track when items move from "Active Sprint" to "Upcoming Sprint" or "Backlog" in Zoho Sprints. I need to display these items in reports or graphs in Zoho Analytics or Zoho Sprints. How can I do this? We have Deal History in Zoho CRM, but I couldn't

• Security / Low Voltage Company Site Examples

  Hi. We are planning on migrating our website to Zoho sites and are looking for examples of other Zoho sites. We are an IT Services Integrator that specializes in Security, Alarm, Access Control, Voice and Data. If you offer similar services I am interested

• UpdateRecord for contacts doesnt work from rule from another custom module

  I have a function that is triggered by an automatic rule when a record is created or edited in a custom module. The function searches for a record in the Contacts module and saves it in a lookup field of the newly created or updated record. It also updates

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