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• Notebook does not remember the window size and position

  Hello am using MS store version 3.3.0 It's not a big issue just a bit of annoying. App starts all the time on max size, after resizing, closing and reopening back to same state as the beginning. any way to fix it please?

• Clarification on “Prefill by you” option in Zoho Sign

  Dear Zoho Sign Team, I have been trying to understand how the “Prefill by You” option works when sending out a contract for signature. My use case is quite simple: I need to sign a contract alongside my client. As I understand it, I have two ways to proceed:

• 見積書のサブフォーム「見積明細」に登録した独自項目が取得できません

  見積書タブの「見積明細」に、独自の項目を設定しました。 設定した項目は「仕入単価(API名： shiiretanka)」です。 見積データの保存時に、 ・各明細の（単価（販売単価）-仕入単価）×数量　で粗利益額を出します。 ・各明細行の粗利益額を（ループ処理で）集計します。 ・集計した金額（合計粗利益額）を、見積書タブに設定した独自項目の「利益額」へ入力します。 という自動処理を行いたいと思い、ワークフローを設定して独自関数をスクリプトで書きました。 CRM設定画面の「API」の項目名を確認し、見積明細サブフォームのAPI名は「Quoted_Items」とのことだったので、スクリプトで見積明細フォームのデータを取得しようと

• Zoho Campaigns API - Send Campaign and "Content not reviewed"

  Hi, I successfully managed to create a Campaign with Zoho API and /createCampaign endpoint, receiving positive 200 status code and and a campaignKey, required for /sendcampaign. However, I can't send it via API, but instead always getting a response:

• Questions About Portal

  I am trying to set up our portal for internal use by company employees and I have a few questions: 1. Where is the portal pulling the form template from? Or more to the point, where can I go to edit it? 2. Tickets submitted by users through the portal

• Can we create Sprint with tasks from Multiple projects?

  Hi Team, We were using Zoho Sprints for quite sometime. Currently we have started the process of Sprint method. We couldnt create the active sprint board with the tasks from multiple projects. I would like to know whether this is possible or Any timeline

• Triggering rules on lead conversion

  There is no field on the Rule list for rule conversion to trigger an alert on liead conversion to a potential. I assigned a rule to file on any creation or update of a lead. The lead was changed a lead to a potential but no rule was fired. Rajesh Bhadra

• Sales tax liability

  I am not seeing the tab for sales tax liability under reports. Please help

• Enhance Appointment Buffers in Zoho Bookings

  There was previously a long-standing feature request related to enhancing the way appointment buffers work in Zoho Bookings, but it looks like the original post has been deleted. I am therefore adding a new request that Zoho Bookings adjust how appointment

• Setup Leave Policy which increases based on years of service

  Please confirm if this is correct. Effective after 0 days of employment, Opening Balance is 6 days. Valid only for the first year of employment and Accrual and Reset are disabled. Effective after 1 year of employment, Opening Balance is 10 days. Valid

• Repeating Sections in Writer

  I am wondering if it's possible to create repeating sections or text boxes of a document based on a merged subform fields coming from Zoho Forms. We are currently using excel to dynamically create a legal PDF document based on input fields in another

• How to forward emails which I receive in an email alias

  Dear All, I think that there is no solution until now in my question but let me try it. If a I have an mail account public@something.com and an email alias inside of this e.g. public-theo@something.com. Is there any way to forward the emails which i receive

• How can i make one checkbox out of a group required?

  for example say I have a contract with two check boxes for "male" and "female". I want to make it so that one of the two options are required.

• Bigin iOS and macOS app update - Email Filter enhancement

  In the most recent iOS (v1.11.1) and macOS (v1.8.1) versions of the Bigin app, we have introduced additional email filters. We have now brought in support for 'All Emails' and 'Added from Widgets' filter categories. All Emails: This filter displays emails

• Canvas Blueprint - Refresh/Reload Section

  I have a blueprint on a Detail canvas in CRM. When one of the blueprint buttons is pressed, the blueprint actions take place as normal but the actual blueprint options on the canvas dont change until the screen is refreshed. This doesn't happen when in

• I get an [ERROR CODE :550 - Verification failed] but only on 1 address...

  When trying to send an email to a friend, I get an ERROR CODE :550 - Verification failed but only on this one address. - Sending him an email with my private gmail address is successful. - Sending myself an email with my SOHO address is successful. -

• Please Allow CUSTOM SUBSCRIPTION FIELDS as PLACEHOLDERS in EMAILS

  I have customized the email notification that is automatically sent to my customers when they enter into a new subscription. However, the placeholders available for customizing the content of the email are too limited for my customers' needs.  I just

• LastFourDigits Placeholder is Broken on Dunning Emails since Feb 24th

  As of February 24th, the dunning emails stopped rendering/displaying %LastFourDigits% placeholder! This has been working for 2 years without issues but last 6 days, it's not rendering. Example of Dunning emails from last few days: RIOR to February 2

• Set Parallel Transition to Common Transition

  Hello Zoho Team, I wanted to set a parallel transition to a common transition, but was not able to: We want to create a parallel transition, where we store all the tasks that need to be done considered as "paperwork". This paperwork can be done in multiple

• The difference between Zoho Marketing Automation and Zoho Campaigns

  Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?

• New features in Zoho Vault

  We’re thrilled to introduce a wave of powerful updates in Zoho Vault, designed to enhance security, streamline workflows, and improve your overall experience. Let’s dive into what’s new! Folder creation restrictions Limit who can create folders in your

• Zoho Finance Workshop 2025 is Happening Now!

  Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take

• Introducing advanced statistics for TikTok and other Social enhancements

  Dear customer,   We've introduced some exciting and much-awaited updates on Zoho Social. You can now interact with your TikTok videos and do much more. These enhancements will help you publish your Tiktok content smoothly, understand your audience better

• طلب دمج واجهة برمجة التطبيقات بين تطبيق القسيمة وبرنامج المحاسبة

  :أعمل حاليًا على تطبيق قسيمة العملاء وأود دمجه مع برنامج المحاسبة الخاص بك لتحقيق ما يلي بعد إكمال أي معاملة بيع من خلال برنامج المحاسبة الخاص بك، أود أن يرسل النظام بيانات العميل والطلب إلى تطبيق القسيمة الخاص بي عبر واجهة برمجة التطبيقات. تتضمن البيانات

• Way to organize note?

  Hi, over the months/years, some records have accumulated many notes. We want to keep most of them. Is there a way to organize them? (ex. folder, label, etc) Or another way to add a note to a record? One way I can think is to encourage employee to ulpoad

• Dashboard customization

  HI, I have been working on a project feedback managment system. In that the manager dashboard should only list his projects, where as in admin dashboard it should list all the projects can we display the dashboard contents based on the logedin user ?

• New enhancements: Changing portal users' email addresses and new customization options for templates

  Dear All, Portals have enabled organizations to extend access to various CRM modules to their customers, vendors, partners, and end users, per their business requirements. When a portal is created, an invitation email is sent to portal users with a link

• Create Chioces from Subform Entries

  I'm sure this has been asked and answered, but I'm not a developer. I get lost trying to follow the custom scripts that have been posted. I have a main setup form. I have a sub-form where a manager can setup different job-types. The manager can give the

• Insert fields into Record Summary from Subform

  Hi, I'm trying to insert the rows of data from a subform into a record summary template. Right now it puts all the entries together separated by a comma like below (Burton, Salomon). I'd like to see all the fields for row one grouped together, then all the fields for row 2, etc. Thanks! How it is: I'd like it to look more like this: Jack McBlack - PO  Please create SKU(s) for the following product(s). Thanks! Burton                         Slipper liners             1234                           

• Associate subforms and save templates as draft in Email and Inventory templates

  Hello everyone, We are here with one of the most awaited updates in the Templates! Associate subform data to templates Fields from a Subform can be added to email and inventory templates in a tabular manner. Each subform will be displayed as an individual

• Books generiert keine valide XRechnung/ZUGFeRD

  Hallo zusammen, ich möchte hier ein Problem ansprechen, das mir aktuell bei der Nutzung von Books erhebliche Schwierigkeiten bereitet, und hoffe auf Austausch oder Lösungsansätze von anderen Nutzern. Bei der Erstellung von XRechnungen mit Books treten

• DKIM Now Mandatory - Changes to Zoho Forms Email Policies

  Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering

• Have the possibility to import or export codeless Zoho bots.

  It would be cool if zobots could be exported and imported.

• Published Job Boards

  How can you add Job Boards to publish to?

• Shared Inbox Help

  Hello All, When we secure a deal we end up managing a lot of our projects through a shared company email inbox. We have a lot of emails so need to share them in case one of the team is off/busy, they all need picked up and actioned the same day. It is

• Save and Return Via Zoho Forms

  Zoho Forms allows to send 1 email for the save and return option. How do I send at least 3 email blasts to the applicant to return and complete their form?

• Including Charts in Zoho Form Email Notifications

  I have a form setup that has values assigned to each question. I have formulas setup to "score" those responses, and I would like to include some charts in my email notification to the submitter. I see two ways of potentially making this happen: Passing

• View As <Profile Name> for development

  It would be great if we could have the ability to view a CRM as a particular profile other than the one that's assigned to the user account. Unless this feature already exists, we could quickly switch between profiles to validate field and module permissions,

• Kaizen #180: Automating Data Transfer from Zoho Sheets to Zoho CRM Subforms

  Hello everyone! Welcome back to another exciting Kaizen post! This time, we will discuss the solution for a use case—leveraging Client Scripts and Functions to get the job done efficiently by integrating with Zoho Sheets. In this kaizen post, Handling

• Ideas with Job Opening Synchronization and Automation Data Transfer

  Job Opening Synchronization with Indeed We are facing challenges with updating job openings on Indeed when the details are modified in Zoho Recruit. Specifically: Date Update Issue: When we update a job position’s “Date Opened” in Zoho Recruit, the change

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