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• What's New in Zoho Books - June 2024

  Hello users, We are back with new features and improvements to enhance your accounting experience in Zoho Books. Keep reading to discover what's new in Zoho Books this June. Generate ABA Files for Bills [Australia Edition] An ABA file (Australian banking

• What's New in Zoho Books - May 2024

  Hello users, We've rolled out new features and enhancements to elevate your accounting experience in Zoho Books. Dive in to discover what's new in Zoho Books this May. Alipay Payment Method for Stripe Alipay, a popular digital wallet in China, is now

• Annoying Pop-Up Zoho Advertisements and Announcements Within Apps

  It is beyond frustrating to have to close out Zoho's announcements for Webinars, Zoholics, updates, events, etc while working within ANY of the Zoho apps. I see it when accessing Zoho One, Cliq, Creator, and CRM. Zoho boasts to be a professional solution

• Linking fields from different modules

  is it possible to have fields from 2 different modules linked together?  For example, within our opportunity module we have an account field.  Can we create a new module that is linked to the opportunity module with the account field?  So when the account field is updated in the opportunity module, it also gets updated in the new module?

• Detect previously signed PDF in package

  When you include a previously signed PDF document in a package, if that document had text tags in it, Zoho Sign will add new signature fields on top of the real signatures. That should be a disfavored action for two reasons: (1) it's almost never going

• Boost your productivity :: Scheduled Time Log Reports

  Hello Everyone, In this series of power of Automation, I would like to highlight a handy automation feature designed to make our life easier - Schedule export for time logs. With this feature, we can automate the export and delivery of timesheet reports

• My mobile phone marked as spam

  Hi there, I attempted to add my mobile phone, from Canada, to the settings under my Zoho vault account. An alert came up saying it is marked as spam when it is definitely not spam. What do you suggest I do next? Thanks so much!

• Tip #5: Setting access rights at the subfolder level

  Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series useful. For today's tip, we'll teach you how to assign higher subfolder permissions to Team Folder members. Team Folders helps you avoid the drawbacks of traditional file sharing.

• Automatically charge tax on shipping

  When we do a quote we charge tax on the subtotal cost, but when I put in shipping I have to manually select a tax amount. How do I have it automatically apply tax to the shipping as well? I have provided a screenshot that shows I have to manually do this.

• What's New in Zoho Books - July 2024

  Hello users, We are back with a bunch of new features and enhancements this month to make your accounting experience seamless. Keep reading to learn more about them. Explore An Enhanced Reports Module We've streamlined the Reports page to increase efficiency

• Client Script - getBlueprintTransitions returns array of empty objects

  Just like the title says, when I'm getting the Blueprint transitions via client script, the function returns an array of empty objects. It does correctly get the number of blueprint transitions on the page, however all the objects are completely empty.

• merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory

  HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .

• Help Updating form

  I have a visitor management app, the visitor checks themself in at reception. Admin can see a report of all visitors onsite. When the visitor leaves, another form is used by the employee they are visiting to confirm they have left site. How can I make

• How to find (total) profits per item in Zoho inventory or Zoho Books

  Hi, I would like to find out how to generate a report that has Item/ Cost Price/Sales Price (total)/Profit (total)/Margin The current sales reports has the total qty sold and the sales price but does not show the profits. Can i check how to do it? Similar

• How to create a not payed yet transaction for a vendor

  I want to create a transaction for a vendor, similarly as I do it for customers, but I can't do it. Basically, I receive an invoice from a vendor, I want to register it as not paid, being able to mark them then as approved, and when the due date arrives,

• Workdrive Data Template & Viewing Document

  Hello! Dipping my toe in Data Templates so I can better "tag" client files and assign properties for workflow, file renaming, automated filing/forwarding, and searching. (and other) I have a couple of Data Templated created and see where I can assign

• LinkedIn posting Admin

  Zoho will not publish my posts to LinkedIn claiming I am not an admin on the page, but I am a super admin on the page. It makes no sense.

• Uploaded Videos not processing

  We are unable to attach videos. When the file is uploaded, it gets stuck at 100% and the ATTACH button is not clickable. My assistant in the Philippines experienced the same issue. I am in California.

• Item Search

  Hi there,  any plans to enhance the item search function,  to include searching also the item description,  when doing estimates and invoices?  Thanks! 

• [UI Update] Mandating New UI for all Zoho Analytics Users

  Dear Users, We’re pleased to share that the new and improved Zoho Analytics 6.0 user interface has already been embraced by many users, delivering a faster, cleaner, and more efficient experience. For the Zoho Analytics users who are still using the old

• Button Deluge not working

  Please let me know if I need to post this somewhere else - this is my first time using the forums. I am attempting to build a button with a function that uses a multi-select lookup to build a list of interested buyers for properties based on the zip code

• Automate PAYMENT RECEIVED email

  In BOOKS - how do I make it automatically send a Payment Received, Thank you email to my Customer when I match a transaction to an Invoice (thereby making it PAID)? Thank you for your help.

• maximum limitation of COQL API

  from this documentation it said: You can retrieve a maximum of 1,00,000 records in multiple API calls per unique criteria. f you want to retrieve more than 1,00,000 records, use the Bulk Read API. my questions are 1. what is per unique criteria here?

• File upload in Workdrive

  I am trying to get all the files and folders from dropbox to Workdrive with same folder structure. Can someone help me with which actions should I choose?

• I want to create an assessment with a value being greater than other value

  I’m building an assessment form in Zoho Forms that includes multiple sections (or categories), each with 4 dropdown questions. Each answer is assigned a numerical value (from 1 to 5), and I use formula fields to calculate a total score per category. My

• Post announcement / message on home or dashboard screen

  I would like to post company announcements/messages on the Home Screen of our users. What is the best way to do this?

• Can you sync CRM contacts to TeamInbox?

  Can you sync CRM contacts to TeamInbox? Or at least upload them? From what I can see, you have to enter them manually one at a time.

• Displaying Notes/Description Columns in "All Expense" showing Tabs

  It's surprising to see there is no option to view description columns in tab showing all expenses. There are provisions for Reference# and Status, but why not the description/notes. Please Add. Thank You.

• CRM is shut down.

  Weekly Issue. Every button is shut down. Record cannot be saved. Stability is a joke.

• How to change back to the old version in zoho support

  Please let me know how to change it back to the old version. The new version is too slow and hard to manipulate. 

• Cant set required field

  When trying to set a field as "required" - it is coming up with an error which states it is not "read/write" and to change this to allow the area to be mandatory - however it IS read/write for ALL users and profiles? Please can someone advise?

• Digest Maart 2025 - Een terugblik op de Zoho Community van Maart

  Beste Zoho Benelux Community, Het eerste kwartaal is voorbij en we beginnen met frisse energie aan het tweede kwartaal van het jaar! De afgelopen maanden heeft Zoho niet stilgezeten en we hebben een aantal spannende updates, nieuwe productlanceringen

• Dashboard tabs - last month relative

  Hello, On my dashboard, it has "last month relative" under some tabs such as deals created, for example, highlighting if it has increased or decreased from last month. Is it possible to add this feature onto the other tabs? There are a handful which don't

• Zoho Books: Please ensure that the "description" has less than 100 characters.

  I have this code written to convert Quote into an invoice and keep getting an error even while saving the code. Error: Please ensure that the "description" has less than 100 characters. // Replace with your actual organization ID and connection name org_id

• An edit in Sheets is not being updated in CRM

  An edit in Sheets is not being updated in CRM. Does the Sheet need to be manually re-imported?

• Tip of the week #50- Access Zoho WorkDrive from your inboxes !

  Zoho WorkDrive is a secure online platform for teams to store, manage, and collaborate on content. Use the Zoho WorkDrive extension for Zoho TeamInbox to easily access and attach files from your shared mailbox. The files in Zoho WorkDrive can be accessed

• Custom fields wont add options

  I've got a custom field in my projects template. Im trying to add another option but it wont let me. Is there a limit to how many options can be added?

• Zoho Books | Product Updates | March 2025

  Hello users, We have rolled out new updates in Zoho Books to enhance your accounting experience. These include the ability to create workflow rules for manual journals and Multi-Factor Authentication (MFA) for customer and vendor portals. Explore these

• Sorting task lists name

  Could you please make the the task lists' name in move task function be alphabetically sorted? Thanks, -Jale

• invite Guest has disappeared

  hi It was there yesterday. I can not see a reason. Not other other than below.

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