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• Migration from QuickBooks to Zoho Books for the U.S. Company

  Is there any automation tool available to migrate data from QuickBooks to Zoho Books for a U.S.-based company? If yes, could you please provide the details?

• Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México

  Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México Hola equipo de Zoho, Durante los últimos meses he observado una necesidad recurrente entre varios clientes en México relacionada con el cumplimiento fiscal del

• Introducing Zoho Key Service, a simpler way to access LLMs without API keys

  Available in the Professional, Enterprise, and Ultimate editions in the US, IN, AU, JP, and CA DCs. Hello everyone, We are excited to bring Zoho Key Service (ZKS) in Zoho CRM, a simpler way for organizations to access and use third party LLMs. You can

• Single Folder Archival in Zoho Mail

  Dear Zoho Mail Community, Have you noticed and wondered what the banner is about in your Zoho Mail's Archive Policy Settings? In Zoho Mail, users have traditionally archived emails to keep their inbox and active folders clean. While this helped reduce

• Trigger Workflow Rules from subform row actions

  Hello all, Previously, workflow rules could only be configured at the module level, which meant subform data had to be tracked and managed manually. With this update, workflow rules can now be triggered directly by actions within subform rows, giving

• Create a single record from multiple images with ICR

  Hello all, Zia's Intelligent Character Recognition can now create a single record from multiple images. Users can upload up to three images at once, such as an ID, a passport, and a business card, and Zia will extract the relevant information from all

• Free Plan mail accounts details

  In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.com

• can not use my zoho mail

  i bouht domain( avta group.com) and set up mail(Avtar@avta group.com) but i cannot receive or send emails . can you please help out.

• Display Issues

  Hello, Our company just changed General Managers and the other one was the super admin. Since deleting his profile and making our new General Manager the super admin there have been ongoing issues. One in particular, is when creating estimates, sales

• Introducing Night Mode for Zoho Recruit [BETA]

  Late-night hiring sessions? Long hours reviewing resumes? We heard you. Night mode [BETA] is now available in Zoho Recruit, giving you a cleaner, more comfortable workspace that’s easier on the eyes while keeping the focus on what matters most: hiring.

• Unblock ME

  info@pentekykloi.gr Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more. I purchase additional storage

• Zoho Calendar integration for Bigin

  Hello everyone, We're excited to introduce Zoho Calendar's integration in Bigin! For a while now, users have been able to sync events in Bigin with Google Calendar and Outlook Calendar - but with this new topping, it syncs with Zoho Calendar as well.

• Workflows, webhooks, and zero manual work: Your webinar operations, on autopilot

  Running a webinar is never just about going live. There's the flurry of registrations to track, attendees to follow up with, recordings to share, CRM records to update, and somehow, all of this has to happen on time, every time. Until now, most of it

• Zoho Mail - More contextual actions on email list view

  Hi Zoho Mail team, I recently completed an email migration from Gmail to Zoho Mail and noticed a feature in Gmail that I think would be a great addition to the Zoho Mail interface. When you hover over an email in Gmail's list view, a number of quick actions

• Supervisor Rules --> Custom Function

  Hello, currently I can't add a custom function to a supervise rule. Is there a reason for this? Background: We have BluePrint managed tickets and actually we have a Supervise rule which should set the ticket to "closed" after 168 hours since the last

• Erro

  Subject: CRM Standalone Function creation returns INTERNAL_ERROR Hello Zoho Support, I am trying to create a Standalone Deluge Function in Zoho CRM for a lead intake REST API. The CRM account reports that the Standalone category is enabled, but function

• Digest Septembre - Un résumé de ce qui s'est passé le mois dernier sur Community

  Bonjour chère communauté ! 👋 Le mois dernier a été riche en nouveautés, en échanges et en découvertes ! Retrouvez ici les contenus les plus utiles, les discussions les plus intéressantes et plus encore. En septembre, nous avons mis en lumière trois nouveautés

• New Update: Convert External Users in Bulk in Zoho Directory

  Greetings to all Zoho Directory users out there! We’re excited to introduce a new update that makes user management in Zoho Directory even more efficient; you can now convert external users in bulk! Earlier, admins could convert only one external user

• Presenting ABM for Zoho CRM: Expand and retain your customers with precision

  Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

• API - Bank Accounts | Reconciliation Discrepancy

  Unless I'm reading it wrong, the documentation for the Bank Reconciliations API is inconsistent with itself. https://www.zoho.com/books/api/v3/bank-accounts/#create-a-bank-reconciliation The text definition says that the transaction_id should be a string,

• Employment Contract / HRMS Documents - Zoho People

  How do I create customized HR documents for disbursal from Zoho People ? Example, say offer letters ? appointment letters ? Memos ? We want to be able to preset these in one or ther other form and issue them to employees who are in Zoho People.

• Mobile authentication for Zoho Creator portals

  Note: This feature was previously available in beta for IN data center users on request. It is now generally available for all users in the IN and US data centers on paid plans of Zoho Creator. Currently, it will be available only for Indian (+91) mobile

• HOw to disable or block OTP login on browser.

  Hi Support, One of my employee tried & successfully logged in via OTP login mode on his mobile device even though user does'nt have login password . As per our company policy we don't allow user to login on any other device. This feature is available

• Change email address

  I would like to change the email address to info@gogetherenterprises.com

• Enhanced audit trail in Zoho Creator

  Hello everyone, We're pleased to announce that the Audit Trail feature has been significantly enhanced by expanding its scope to give you a more complete picture of activity across your applications. What was once a simple record-and-report log is now

• Allocating inventory to specific SO's

  Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

• Zoho Sheet as KB Document

  It would be nice if Zia Agents could take Zoho Sheets as part of the knowledge base. The use case here is that it's infinitely easier for humans to maintain a spreadsheet table than any .md / TAML / JSON document. For situations where humans are responsible

• Introducing native agents: Configure your CRM with natural language

  Hello all, Configuring your CRM just got a lot faster. We're introducing native agents into Zoho CRM that configure your settings using natural language. Instead of navigating multiple screens, describe what you need and the agent builds it for you. What's

• Transferring CRM Templates

  I have two different scenarios for transferring the CRM template and would like to know if it is possible to do for either.   1.  When designing my CRM template, I created all the fields in the Leads module.  I have not duplicated all of the fields (or their positions on the page) in other modules like the Contacts, Potentials, Accounts, etc.  Once I get my Leads template designed the way I want, I would like to copy the fields and their page positions to the other modules.  Is it possible to do

• Is it possible to clone my Lead module layout to Customer and Potential layouts?

  I've customized all fields and their order for Leads module and I would like to know if I'm able to clone those fields into another modules, only to avoid repeated work. Awaiting.

• URGENT: Stalled DC Migration >72 Hours - Records Locked [Ticket #: 167813877

  The DC migration was started on 1st October at 6 pm and we were informed migration period as 48 hours but even after more than 72 hours, the migration seems still in progress. We sent two emails to check the status but no responses. We need the migration

• Error AS101 when adding new email alias

  Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

• Account not Active For any support or queries, kindly contact support@zohomail.com

  HI! I am trying to sign up to Zoho Mail which is not working. All I can see is the following error message, " Please help me. Account not Active For any support or queries, kindly contact support@zohomail.com"

• How can I add a Custom Field (or Customer_name) to a picklist?

  Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.

• Introducing Zoho Commerce 2.0 — It's more than just selling!

  Hello! We are proud to launch Zoho Commerce 2.0, a reimagination of how online businesses look, feel, and function. This launch is both timely and symbolic, as we reaffirm our commitment to empowering small and medium enterprises with powerful, yet simple-to-use

• Zoho Thrive connection to off-line purchases

  Is it possible for Zoho thrive to connect to subscriptions or Books and pull purchase data from clients who purchase off-line or maybe through a different sales department where items are not listed on a website for sale? Say I have a customer that signed

• Payroll Options

  Would like to see a payroll service implemented; Maybe not a true payroll but at least the ability of tracking payments to employees without making them a vendor. please help. Thanks. I didn't find the right solution from the internet. References: https://zohofinance.uservoice.com/forums/283818-zoho-books

• Esta dirección de correo electrónico ya se encuentra en uso en otra organización... agregar usuarios

  Buenos dias , tengo este problema a la hora de agregar usuarios mi dominio es implementos.com.pe

• How to setup noreply@ example.com

  How do I setup noreply@example.com so the mail never gets delivered. I currently have a catchall setup aswell.

• How do you associate multiple contacts to a deal in the mobile app?

  When opening a deal in the mobile app, only one customer shows as the contact. How can we add multiple contacts on our mobile device?

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