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• VAT Payment South Africa

  Hi I am currently using a single VAT account to record all input and output VAT. I make bi-monthly payments on this account and cannot find the correct way to process them as to reduce my VAT liability.  Can you please advise on what the correct procedure would be as I have currently been using a manual journal which doesn't seem correct. Thank you

• support@zohobackstage.com emails being sent to wrong recipient

  At the moment, emails from support@zohobackstage.com regarding updates and changes being made to our event sites are being directed to an employee who no longer works at my company. I've gone around try to find how I can have these emails sent to my address,

• Public form

  Hi, I have been trying to develop a project feedback system using zoho creator. The feedback form should be public for that I have created a feedback form and published it so anyone with the link can submit an entry. The problem is im using lookup field

• Cliq Bots - Post message to a bot using the command line!

  If you had read our post on how to post a message to a channel in a simple one-line command, then this sure is a piece of cake for you guys! For those of you, who are reading this for the first time, don't worry! Just read on. This post is all about how

• Default Payment. Terms on Imported Invoices

  I am importing invoices using data from our production software. I do not import payment terms. I noticed that when the invoice is created, it does not use the default Payment Terms defined in the Customer record. It creates the invoice with "Due upon

• Zoho Workdrive for Office, "vsto runtime not found"

  Hi all, I have been trying to get ZohoWorkdrive_MS-addin_1.4.exe installed, but I keep getting the error "VSTO Runtime Not Found!" - even though I have installed it ... Anyone else hear had problems with the MS addin?  FYI, I am using O365 on A Dell laptop running Win 10 Home - fully patched and up-to-date.  I have tried compatibility modes and running explicitly as Administrator - the usual steps. Any advice would be appreciated.

• Hubspot to Zoho: You have exceeded the migration limit for your organization.

  hi We did a first test migration in December that worked i'm told by my engineer. Friday we had a issue around no call type in hubspot during final migration. She ran again but for some reason stopped the 3rd to check something. We are now blocked with

• Upcoming Webinar: A Fireside Chat about Advanced Approvals with Zoho Forms

  Hello form builders! Struggling with approval bottlenecks? Join us for an exclusive live webinar where we’ll walk you through Zoho Forms’ Advanced Approval workflows and how they can help you: Set up multi-level approvals with customized rules. Automatically

• Receiving "API request's body is either missing or incomplete." error

  Hi, I am attempting to call the Creator API V2 Delete Records function from a CRM function and receiving the error " {"code":3020,"message":"API request's body is either missing or incomplete."}". Below is a code snippet with some URL variables removed:

• 【Zoho CRM】問い合わせタブのアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から問い合わせタブのアップデートをご紹介します。 問い合わせタブ上で関連するメールをまとめて確認でき、さらに同じ画面から個別または一括でメール送信ができるようになりました。 ※「問い合わせ」タブとは問い合わせ管理に特化したタブです。 【目次】 問い合わせタブからのメール送信 メール関連リスト 一括送信 フィルター メールのレポート 【過去に送信したメールの確認方法】 問い合わせタブを選択したあと、任意の問い合わせをクリックすると以下キャプチャのような詳細画面に遷移します。赤枠で囲われている箇所で過去に送信した問い合わせを確認することができます。

• Complete walk-through of Zoho Bookings (video)

  Save time for both you and your customers. Use Zoho Bookings, the appointment scheduling app from Zoho, to free yourself from email and paper-based scheduling. Zoho Bookings can give you a common calendar by syncing multiple calendars, including yours and your staff's. Your customers can book a time convenient for them, and pay for services, through your website or the customizable webpage features available in Zoho Bookings. They'll also get emails reminding them about their appointments and any

• Backup and Restore option Finance Plus

  Is there option to backup the zoho books and import in another login,as we have purchased Finance plus package and planning to move to the Zoho books Premium package? Is it possible for this transition?

• Zoho Books Packages - List View - Customize Column - Can't choose custom fields?

  I need a handful of custom fields in Packages, but there is no way to show the values of custom fields in a List View report. You can create custom views and define criteria using the custom fields, but you can't view the fields themselves in the list

• Successfully Changed Customer's Ticket Status on Help Center Portal

  in the Zoho Desk Help Center Customization I entered the following CSS Code to change the color of each ticket so the customer can easily determine the status of the ticket: /* Change Made - Already Working */ .Badge__badge.change_made { background-color:

• Client Portal Login With Registered mobile Number and OTP

  This feature will be very useful to my customers because they don't remember password and login with mobile number will be very quick.

• Single Portal for Multiple Apps

  Hello, I'm just getting started with Zoho and I'm very overwhelmed. I am currently using the free trial of Zoho One, but if I can figure it out, I intend to upgrade to the paid version. Zoho One, of course, gives me  access to an entire suite of services/applications. One of the things I'd like to do is have a single place for clients (customers?) to log in and view current projects, invoices, contact information, etc. A single login for my clients. A single portal. I've come across documentation

• Name account

  Hey, how do I change this name in the Android app?

• Issue in adding leads in automation through manage list

  Hi Team, I've been trying to upload leads for the past two hours, but they are not getting updated, nor is there any failure message. Please look into this on an urgent basis.

• CRM Notes Roll Ups/Connections/Parent Records

  I can not find or figure out a clear answer to how Notes in CRM roll up/into other records. Notes on Tasks that are related to a Contact and/or Other Record (Deal, Account, Etc) are visible in the Task and the Contact and Other Record. Some Notes also

• Deluge function getRecordById is missing all Multiselect fields

  I'm running a custom function inside a CRM Contact Workflow. I'm able to use getRecordById to get the contact fields, but all of the Multiselect fields are missing in the result. All other fields are present. The code is simple: contactDetails = zoho.crm.getRecordById("Contacts",contactId);

• Hide/Show Certain Fields When Creating/Editing Invoices, Estimates, Etc.

  Hello there, I would like the ability to hide or show certain fields for different employees/roles in my company when they are creating or editing invoices, estimates, etc.. Most of the time, we don't use half of the fields shown on the create/edit invoice

• Zoho Creator Tab Code

  hide College_Details; hide Employee_Details; hide Bank_Details; if(input.Radio == "Personal Information") { index = 1; show Employee_Details; hide College_Details; hide Bank_Details; } else if(input.Radio == "College Details") { index = 2; hide Employee_Details;

• Zoho Creator Tab Code

  hide College_Details; hide Employee_Details; hide Bank_Details; if(input.Radio == "Personal Information") { index = 1; show Employee_Details; hide College_Details; hide Bank_Details; } else if(input.Radio == "College Details") { index = 2; hide Employee_Details;

• New Feature : Copying tickets with all the contents such as conversations/history/attachments etc

  Sometimes our customers and distributors do create tickets (or send emails) which contain more than one incident in them and then also some of the further conversations which are either created by incorrect new tickets or replies to old tickets are being created as combined tickets. In such cases we require to "COPY" the contents of the tickets into separate tickets and merge them into their corresponding original tickets. The "CLONE" feature doesn't copy the contents (especially the conversations

• Email outgoing blocked

  My email is info@frigodynamic.gr and I can’t send any email.

• Ticket details view - add module to display other tickets open by the same user

  Hello, In the ticket details view, we have down the left-hand column 'modules' for 'Contact info', 'Key Information', 'Ticket Information' and 'Additional Information'. Is it possible to change this view and add another module to display links to other

• Users field - active and inactive filter

  Currently there is no option to filter the dropdown in the the 'users' field by active/inactive users. The capacity to filter this field to only include active application users would be a useful addition.

• Possible to flag urgent tickets?

  Hello, I was wondering if it would be possible to flag urgent tickets in some way so that when they are replied to, they stand out in the 'My Open Tickets' list? What I would like to do is when I reply to a customer's ticket, flag that ticket so that

• Unable to add custom fields to Tickets through API

  I have added two custom fields to our Ticket layout. Company ID and Location ID. The Fields page shows that in the API their names will be cf_company_id and cf_location_id. When I submit a ticket through the API I get: {"errorCode":"UNPROCESSABLE_ENTITY","message":"An

• Set Password as "personal" by default

  Is there a way to set new passwords as "personal" by default?  

• Backup/eDiscovery not show all accounts

  Hello, I tried to find but I didn't get any information about... In my job we use Zoho mail and we have different sizes of mail boxes, like 10GB, 30GB and some with 50GB. When I try to configure Backup/eDiscovery function, not show all boxes, but only

• Workflow isnt execute when record is created via sync with Desk

  Hi, as in subject, why executing workflow doesn`t work when someone new sent mail to Zoho Desk and via integration email address is created as Contact in CRM?

• [SOLVED] Review before submission with files

  Hi ! In a simple form with a subform, the "review before submission" option works well only if I don't add a file/image. But as soon as I add an image to the upload field, the review button no longer works. Do you have any idea where that comes from?

• Google Analytics version update | GA 4

  Hello Marketers. This post is to notify you about the update of Google Analytics 4(GA4), the next generation of analytics which collects event-based data. What's GA4 and Why does it matter? Google Analytics 4 is the latest edition of website and app analytics

• Zoho Finance in CRM Missing Key Elements

  When creating an estimate through Books for a customer to accept, when you add a line item there is the dropdown to "Add New Item". Which opens up a panel to link it to Inventory (if needed), and affects Purchase Orders being received, the items being

• Bigin Copy Dashboards

  Hello, I would like to copy an existing dashboard, modify components, then save it as a new dashboard in Bigin. Any help on how to do this would be appreciated. Thank you

• Zoho CRM for Email ( Microsoft add on app) Feb 25, 2025

  We are currently experiencing issues with Zoho CRM for Outlook despite updating the Microsoft add on app and Zoho software to the latest versions. When working in Outlook on our Macs and PC's and 365 on the web, when we try to link an email in Outlook

• Show a Field in a Subform Based on Selected Item

  Hello everyone, I'm trying to dynamically show a field inside a subform based on the selected item, but I’m running into issues. My Setup: I have three forms: "List of Documents" → Stores the master list of documents with: Document Name (Single Line)

• Report Options Improvements

  Currently there a number of, let's call them quirks, when trying to setup reports for an Apps users. There are often times when hiding the "Add" button on a particular report for all users would be useful. However to achieve this we must embed the report in a page, now we get an extra page every time we need this functionality. If you need to remove the 'SpreadSheet' option but keep the 'Timeline' you would need to add an edit workflow with an "On Load or On User Input" code block. To remove the

• How to restrict on duty Requests?

  We need to restrict on duty requests for our employees, for example Work from Home limited to max 16 hours per week, or client visit limited to max 2 days per week How can we do that?

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