Nederlandse Hulpbronnen

• Recent Topics

• Job Sheet Inspection Table – Option to Set Labels as Read-Only

  Hi FSM Team, Is it possible to provide an option to set specific Inspection Table labels as read-only? We need to define predefined equipment/component names (e.g., Filling Line & Point, Gas Compressor Skid, Gas Tank, GCP, etc.) and ensure that these

• Dashboard Table of “My New Work Orders” Changes View

  Hi FSM Team, We noticed an inconsistency with the Dashboard Table of “My New Work Orders.” Initially, the table is configured to use the “My New Work Orders” view. When we go to the Home page, the table displays a different set of records. When we return

• MEXICO INVOICE ERROR , FROM FSM, INTEGRTED WIHT BOOKS

  An error occurs while generating a Mexican invoice. The details point to a potential issue with the Mexican localization setup; however, the client’s configuration is fully verified and correct, making the error message contradictory. Please help us investigate

• Tip of the week #4: Click on the calendar grid to create and add an event to your calendar

  Quick Add in Zoho Calendar helps you create an event by clicking at the desired time on the calendar grid.  Day, Week or Work views If the calendar view is set for the Day, Week, or Work view, the preferred event time can be set by clicking and dragging

• How to transfer all my mails from Zoho to Gmail or Office 365

  is there any option to move my emails from zoho to gmail or office 365. i would like to export more than 25k emails from zoho to office 365 or gmail. can anyone help me to guide properly. this will help me to access my emails easily i have both account and can easily  do it with office 365 or gmail. i want two options. direct from zoho to office 365  or exported eml files from zoho to gmail. please suggest me both if possible 

• Better way to keep track of open Support Tickets

  Is there a way I can mark or flag open Tickets with Zoho support so we can keep better track of them? The way it is set up now is kind of a mess and hard to keep track of. Some Tickets are resolved quicker than others and some take more time. When I log

• Setting a default from address per team

  Hi, We have setup 2 teams within 1 department. We have also setup 2 "from" email addresses. I would like to setup the system so that each team sends from it's own "from" address. Can someone tell me how to set this up? Agents can select the "from" address

• URGENT The 'From' address isn't authenticated. To proceed, authenticate your email address.

  Hello, I’m experiencing a problem that started suddenly; we haven’t changed anything on the email side. I’d like to know if something happened on your end or if there is a server issue—this is urgent. The 'From' address isn't authenticated. To proceed,

• Building a per-contact activity timeline (form submissions, account rollups, emails/proposals) — best approach?

  Hello, We're a B2B market research/consulting firm that recently migrated our CRM/forms/marketing stack from HubSpot to Zoho One (CRM + Forms + Campaigns + SalesIQ). Current setup: - Zoho Forms integrated with CRM: contact-style forms create Leads. -

• 401 Unauthenticated Error – Zoho CRM to Google Sheets Integration

  Hi I'm building an Automation Function in Zoho CRM using Deluge that appends contact data from Zoho CRM into a Google Sheet whenever a new contact is created. WHAT I'VE DONE: I created a connection in Zoho CRM (Developer Hub → Connections) with the following

• Getting an error when trying to use the Zoho Desk Resources with our Zobot chat

  Hello, When I try to set our Zobot AI Card Training to Zoho Desk resources I get an error when testing it and it bypasses the bot completely. When I try to switch it to the Zoho SalesIQ resources option in there it will list some articles but not give

• Request to update VAT registration date for Brikz And Bolt Technical Services L.L.C S.O.C

  Dear Zoho Books Support Team, I am writing to request assistance with updating the VAT registration date to 01 June 2026 in our Zoho Books account (Organization: Brikz And Bolt Technical Services L.L.C S.O.C, TRN: 105420963800003). Currently, the system

• How to create estimates/Invoices with sub-totals

  Every other accounting package can create estimates and invoices with Sub-totals. How can I do that in ZohoBooks?

• CRM Python Function: ZRC.post() body encoding error

  A connection-backed ZRC.get() to Zoho Analytics works, but ZRC.post() fails whenever a body is supplied: response = ZRC.post(endpoint, urlencode({ "ZOHO_ACTION": "EXPORT", "ZOHO_OUTPUT_FORMAT": "JSON", "ZOHO_SQLQUERY": 'SELECT * FROM "Churn

• Updating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function

  I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modify

• Propuesta: monitoreo automático de CFDI ante el SAT en Zoho Books México

  Problema actual Zoho Books México ya cuenta con integración con el SAT y un Administrador XML que permite recuperar CFDI de proveedores, pagos y créditos directamente desde el Portal del SAT. Esto representa un gran avance para reducir la captura manual

• How do I export CRM contacts into Contracts Counterparties?

  Is there a way or procedure to export my CRM contacts, associated with Accounts, into Counterparties under Contracts? When I request a Contract in CRM, the form only allows for a single Contact, which mean only a single Contact is exported to Contra

• #8 Turning Tax On (and Getting It Onto The PDF)

  Meera registered for tax in month three. She added the tax rate, created an invoice, checked the calculation, and sent it. Then the client's accounts team replied: Where is your registration number? The tax was correct. The invoice still needed some work.

• Generating final accounts: How to include a financial year no held in Zoho Books.

  I am generating a final account for the 2025-26 period but they need to be submitted with the figures for the previous period of 2024-25. Zoho does not hold these figures as I migrated to the service from QuickBooks on the 01/05/2025. I have the figures

• Scheduled Export

  I (and my clients) would love to be able to schedule an export of a table/chat/dashboard to be sent via email in a prescribed format according to a schedule. I would expect that these would be limited to some degree to avoid overloading, but the flexibility of delivering these to an inbox for reading off line rather would be a bonus to many.  I have several reports that I know a client wants in PDF format ready for Monday morning project review meetings. It is helpful to them and also provides some

• Introducing spam detection for webforms: An additional layer of protection to keep your Zoho CRM clean and secure

  Greetings all, One of the most highly anticipated feature launches—Spam Detection in webforms—has finally arrived! Webforms are a vital tool for record generation, but they're also vulnerable to submissions from unauthenticated or malicious sources, which

• Field Masking in Zoho CRM : Secure Sensitive Data

  Customer records in your CRM are often accessible across multiple teams, but not every team needs access to every field. For example, a non sales team may not need to see a contact’s mobile number, while a support agent verifying a caller’s identity may

• SubTotaks for Item Headers in Estimates

  Hi, Apparently, one can add Item Headers in Estimates in Zoho Books. Is this feature like an Estimate section with a SubTotals for each Item Header/Section? Or is the Item Header just a Title and cannot be SubTotalized? Thank You

• No Duplicates for Combination of Fields for the Main Form

  Hi, We can prevent duplicate entries of a subform using a combination of fields, but we can only do this with a single field on the main form. I would like to be able to do the same on the Main Form under Form Settings or Deny Rules, and ideally also

• A heads-up on duplicate invitation issue in Office 365 and what it means for Zoho CRM users

  We'd like all our users using Office 365 integration to know that there is a duplicate invitation issue. How the integration works: We use Microsoft Graph APIs for our integration. There is no option to ignore the invitation in the Graph API at the time of syncing the events. On further probing, we found that their Exchange Client SDK has this option, but apparently  Microsoft is likely to deprecate this SDK in the near future. We have now reached out to Microsoft for a clarification on how they

• Zoho Apptics is now available in Zoho One

  Zoho One brings your business apps, users, and teams into one connected ecosystem. Now, that ecosystem has a new way to help app teams understand what happens after their apps reach users. Zoho Apptics is now available in Zoho One, bringing app analytics,

• Agents Timing Out

  I'm experiencing a real problem with the performance this week - most of my agents are timing out after 15 minutes. I've emailed support several times but so far there's been no improvement. Response: Agent Execution Timed out Failure Reason: {"code":"AGENT_EXECUTION_TIMED_OUT","reason":"Agent

• Shopify connector – product cost ("Cost per item") not synced, so COGS/gross margin can't be calculated

  Hi Zoho Analytics team, I use the native Shopify connector in Zoho Analytics (cloud) to build reporting dashboards for Shopify stores. As far as I can tell, the connector does not sync product cost, so there's no way to calculate Cost of Goods Sold (COGS),

• Feature Request: Add Sort by Cell Color and Text Color functionality

  Hello Zoho Sheet Development Team, I am writing to suggest a feature enhancement for Zoho Sheet. Currently, the platform supports "Filter by Color," which is incredibly useful. However, there is no native option to "Sort by Color" (by cell fill or text

• Building Toppings #9 - Using Bigin Variables and widgets to build an AI-assisted email composer

  Hello Biginners! In our previous post, we explored how to embed custom UI components inside Bigin using widgets. Building on that, this post looks at Bigin Variables and how they work together with widgets to build a topping that is easy to configure

• Custom View Sharing Options

  Dear FSM Team, It would be helpful if FSM Custom Views could have the same “Share this with” options currently available in CRM: Only Me Everyone Selected Users This would allow users to control who can view/access a Custom View, similar to CRM, instead

• Work Order Creation Validation Based on Custom Field Asset Status

  Dear FSM Support Team, We would like to implement a validation in Zoho FSM to prevent the creation of a Work Order when the selected Asset is inactive. Our requirement is: The Asset has a custom field: CRM Status field with values such as Active and Inactive.

• Cannot create mail account

  Hi, i have a problem, i can't create a mail account every time i try the error massage like this Oops! Something went wrong during mailbox creation. Please try again please help

• WhatsApp Calling Integration via Zoho Desk

  Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

• WhatsApp Business Calling API

  Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need

• ¡Suscríbete a The Zoho Times y no te pierdas las formaciones de Zoho en España, actualizaciones, recursos y webinars!

  ¡Mantente al día con Zoho! ¿Quieres descubrir las últimas actualizaciones de las Apps de Zoho, aprender nuevas funcionalidades y, sobre todo, no perderte nuestros próximos eventos y formaciones en España? Suscríbete a The Zoho Times, nuestro boletín de

• Malware Processing in Zoho Mail: Block malicious email content before it reaches your users

  Malware embedded in emails is one of the most common ways attackers compromise user devices and extract sensitive data. Emails containing hidden tracking elements, executable scripts, or malicious HTML tags can bypass basic spam filters and reach users'

• WhatsApp in Zoho Social

  Seems CRM team is not taking Whatsapp integration seriously. While Facebook already has 63 Whatsapp partners, some of which are very small, that have already completed API integration. Maybe the social team could take over this project from CRM and get

• Improved Filtering and Tagging options for Notes

  We rely on the notes section across several modules and would love to have some more options in filtering, grouping, and tagging notes. We would like to be able to filter notes differently on a contact or deal and have that choice stay on that record

• PAN - Aadhar Link Status

  Can Zohobooks also get latest PAN-Aadhar Linking Status from Income Tax Portal ?

• Next Page