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• Add Resource to Export

  The Export Data feature does not include a column for the Resource field. Without this column, Zoho Bookings cannot be used by any business for resource-based services or event types e.g. room bookings, equipment bookings. It seems to be an oversight,

• When Calls Ends, Creating Note with the call description by deluge code

  Hi, i need help with writing deluge code function, to scenario is like this - i want to create a workflow thats after 10 that the call ends the deluge function will create a new note in module calls that link the note in module calls to the his lead ticket

• Issue After Updating to Zoho Desk Android SDK v4.5.0 – Authentication Fails (Status Code 204)

  Hi Zoho Support Team, I was previously using the Zoho Desk Android SDK with the following dependency: implementation 'com.zoho.desk:asapsdk:3.0_BETA_17' Everything was working as expected — including user authentication, the tickets section, and the

• add another department to helpcenter

  After activating multi-brand, how to add another department to help center? For example department A has associated with help center 1. We have another department B and would like user to be able to submit ticket to department B via help center 1, how

• Edit Legend of Chart

  I would like to edit the legend of the chart. Every time I enable the legend, I get a very unhelpful (1), and when I try to type to change to what I would desire, nothing happens, which is very frustrating. I've gone through your online tutorials and nowhere can I find a legend settings button. This seems a simple fix, where can edit the legend? Thanks.

• How to update task start date when project start date changes?

  Hi there, When the start date of a project changes, it's important to update the start dates of the tasks associated with that project to reflect the new timeline. Is there a way to shift the start date of all project tasks when the start date of a project

• ZOHO DESK | SET PERMISSION NOT TO ALLOW SPECIFIC AGENTS TO CREATE TICKET

  Hi Zoho Team, I have a question regarding this: "Team Desk are the ones to have the permission to create a ticket, Team OPS resolvers must not create a ticket." - How to set permission to Team OPS resolvers for not creating a ticket? Only Team Desk should

• On success Workflow not triggering from external Zoho Form submission

  Hello everyone, I'd really appreciate your help. I'm building a system, where I'm using Zoho Creator as a crm/spreadsheet to manage movements of inventory. I have 3 "forms" or tables, where one is a main table for obersving status on all inventory, another

• Add Comprehensive Accessibility Features to Zoho Desk Help Center for End Users

  Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request to enhance the client-facing Help Center in Zoho Desk with comprehensive accessibility features, similar to those already available on the agent interface. 🎯 Current

• Customising Sign Up Page in Zoho Help Centre Sandbox

  Hi, I would like to customise the Sign Up page in my Help Centre Sandbox Environment but when I try to access it I get this message: What setting or permission do I need to achieve this? Many thanks, Kunal

• Tax is missing in expense unable to submit report

  Im getting the above error when submitting a report with an expense. Its complaining about the Tax is missing but there is no Tax area just "Amount". And if I try to Itemize the amount to break out the tax portions with the initial product portion it

• Introducing parent-child ticketing in Zoho Desk [Early access]

  Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

• Time-based Automations updates does not trigger Webhook

  Hi, When a ticket is updated by Time-based automation, it doesn't seem to trigger the webhook event. I looked at the ticket history for the problematic tickets, they were all changes made by action with this label: `Ticket was updated through a Time-based

• Can't find parent child ticketing

  Hi I can't find parent child ticketing under tickets in this new organization... I have in the past on other organizations

• Filtering Parent and Child Tickets in Analytics

  Hello Zoho Support Team, We’ve noticed that when checking our ticket analytics in Zoho Desk, the data merges both parent and child tickets for key metrics like the number of new tickets, closed tickets, and first response time. This results in inaccurate

• Link Zoho Inventory Sales Order with Zoho Desk Ticket

  I'd like to, in a Zoho Inventory Sales Order, see linked/related Zoho Desk tickets. When I'm in Zoho Desk, I can look up related tickets to the sales order, but I can't seem to do it in the reverse manner (where when I'm in a Zoho Inventroy Sales Order,

• Shopify integration

  I need to integrate Shopify with Zoho Books

• "Replace" an existing version of CRM

  Hi all, I have a question, I saw an article about this once, but I now cannot find it. I am working with a client who has had their CRM in Zoho One built and extensively modified. But it is non-functional now, and rather than try and unpick the system,

• Introducing prompt builder in Zoho CRM

  We’ve introduced a new way to put Zia’s generative AI to work—right where your teams need it most. With the all new prompt builder for custom buttons, you can create your own AI instructions to generate tailored content, suggestions, or summaries across

• Can't type latin characters Mac x Windows

  I access a Win XP machine using Chrome on Mac OS X High Sierra and I can't get special characters like á é ó â ê ô ã õ à í ú to work. I tried a few different keyboard layout setups, but nothing worked. I end up having to type a lot of stuff in a local notepad for further copy and paste, which is not convenient at all. Am I missing anything? How can I make this work? Thanks.

• Zoho Forms to Zoho Sign Integration - Fields Missing

  If a Zoho Form has image fields, it seems these can't be transferred to a Zoho Sign template for digital signature. Is there any way of pre-filling Zoho Form images onto a Zoho Sign template? Many thanks.

• Searching for content within courses

  Hello, I have been testing out Zoho One for my company have been exploring Learn. I've noticed that you cannot search for content within a course. You can only locate the title of the course. Example: Course: How to Make Your Bed Chapter: Pillows Lesson:

• Change Invoice Prices for an Effective Date

  Hi, It would be a really good feature to be able to change the prices on invoices/recurring invoices from an effective date in the event of price increases. For instance, I am in the process of increasing prices that will be effective from a specific

• Zoho People & Zoho CRM Calendar

  Hi, Does anyone know if it is possible to link Zoho People and the calendar in CRM? I would like when holidays are approved they automatically appear in the calendar on CRM. Thanks 

• How to add Leave Type Permission Start Time

  Hi, I have a requirement to add Leave Type : Permission Start Time on the email template to which is end to the reporting manager. But I am unable to find the field in the list of fields. How to achieve this?

• How to get batch number of item by api?

  Hi there, Is there any way to get batch number of item by api? Batch number is the batch reference number in https://www.zoho.com/inventory/help/advanced-inventory-tracking/batch-tracking.html . When I call the https://www.zoho.com/books/api/v3/#Items_Get_an_item

• Super Admin Logging in as another User

  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens.

• Questions about ACH in Zoho Billing

  We have ACH enabled for subscriptions in Zoho Billing and we have the option enabled for users to be able to log in to their bank to add the account to their payment methods. Questions: 1) If the user's bank isn't supported via the log-in method, will

• Zoho Writer Default Publish Setting for Mail Merge

  Hello, I was thinking of using Mail Merge to create documents from CRM and automatically link them. However, I noticed the "publish" function and it seems the default is "to the world". This creates some anxiety as it is not clear what this "to the world"

• Upcoming Changes to LinkedIn Parsing in Resume Extractor

  Starting 31 July 2025, the Zoho Recruit Resume Extractor will no longer support direct parsing of candidate data from LinkedIn profiles. Why Is This Change Needed? In accordance with LinkedIn’s platform policies, extracting profile data through browser

• Payroll In Canada

  Hi, When can we expect to have payroll in Canada with books 

• Contacts Profile

  Is there a way to add a picture to my contacts profile? You have an outline of a person but no way I can see to import a picture.

• Tip 46: View resource allocation while adding or editing tasks

  Keeping track of employees workload can be daunting but also necessary. Overloading employees with work can cause burnout and reduce productivity.  Managers should be able to identify resources who are less engaged when assigning tasks. This will ensure a balanced workload and also improve employee's efficiency. Zoho Projects lets you identify resources who are available to take up a job when you add or edit a task.  ​ Assign the task to team members and the calendar in the Start Date field will display

• Lookup fields

  Is there any way to add Lookup fields to Zoho FSM -- I do not see the option but I see default lookup fields in different modules

• Using Zoho One to manage two (or more) businesses

  We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per subscription).

• Switching Between Multiple Zoho One Organizations in New UI

  Here’s a polished version in English that you can use on Zoho’s support or community forum: Subject: Switching Between Multiple Zoho One Organizations in New UI Hello Zoho Community / Support Team, I’m currently managing two independent Zoho One organizations.

• .ds import error from .ds file

   Problem encountered while creating the application Exception occured while publishing message to the topic :: [DataModelTopic]

• Fully functional FSM workflow

  I am using Books, FSM, Begin and Desk. At this moment, FSM is not fully functional even on its own. For example, Customer A buys 4 air-cons and 3 brackets from us. We are fine to create WO manually in FSM. This should be the full loop for a FSM workflow:-

• Woocommerce Line Item Information

  I'd like to add each line item from a Woocommerce order to a zoho creator form record. The line items are found within the line items array, but I'm not sure how to get each item out of the array? Any help would be much appreciated.

• Connect Woocommerce new order to zoho books via zoho flow

  Hello i want help to create a flow to create a new sales order from woocommerce to zoho books. Can someone send me step by step flow, functions and fields?

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