Nederlandse Hulpbronnen

• Recent Topics

• Moving software

  I need someone to customize zoho for my moving business I need to do the following . 1. Quote comes in from ezemove website or we enter customer details into the system 2. Email quote to customer based on hourly rate 3. Customer accepts quote deposit is taken 4. We convert the quote into a confirmation email and add job to the diary and assign resources to the job 5. Job gets completed and we enter invoice amount into the system and email the invoice Budget : neg | Duration : 1 month To leave a private

• How To Create a Report with Subforms from Two Modules

  I want to create a report based on data in subforms over 2 separate modules. Can this be done? I tried to do it in Analytics, but one is a date field that needs to be grouped by month, and it doesn't look like Analytics can do this.

• Support Plan: Recuring Issue

  Hi Zoho Team, Could you please look into this recurring alert and provide clarification on why this restriction is still in place? This issue has become a bottleneck in our workflow, significantly limiting our automation capabilities. We are unable to

• 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 Webinar - Sharing System Audio (NOT AVAILABLE)

  Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applications

• Allow widgets to be placed between native sections in the Ticket Properties panel

  One of our biggest frustrations with the Tickets module is how rigid the Ticket Properties panel is. Every section there is built only from native Zoho Desk fields. We can add sections, rearrange fields, and pick layouts, but we can’t put anything custom

• Vendor payment unexpectedly routed through Prepaid Expenses instead of Accounts Payable

  Hello, We are investigating an unexpected accounting behavior in Zoho Books. We created vendor bills and vendor payments for two suppliers using what appears to be the same workflow, but the journal entries are different. Vendor 1 – UZ Store (works correctly)

• What's New in Zoho Billing | September 2026

  September brings new capabilities to Zoho Billing across subscriptions, payments, reports, and the product catalog. From managing subscriptions through the Play Store and App Store to setting usage limits for Hosted Payment Page links and configuring

• Columns in Reports Showing Count instead of Amounts

  I have a table in a modular where we can add our bill claims. I want to show these in the attached table. The dates are right, but they are grouped by Row Count. I want the amounts showing where the row count numbers are. Anyone know how to do this? I

• Widget Height were destroyed

  All widget heights in the Details Canvas view are broken. Moderation Update: This issue with widget heights in Client Script popups and flyouts has been resolved. Widgets should now display at their expected heights.

• Zoho Mail iOS app updates - Shared Mailboxes, Calendly Integration and other enhancements

  Hello everyone! We're excited to announce the features and enhancements available for the Zoho Mail iOS app. Shared Mailboxes and Calendly integration are now available in the Zoho Mail iOS app, along with a few other enhancements. Let's dive into the

• Zoho Extensions 101: Building extensions for Zoho People

  Hello developers! Welcome to our new video series on building extensions for Zoho People! If you're new to extension development or looking for guidance on building extensions for Zoho People, you're in the right place. We've curated a series of videos

• Tags on individual ticket comments and replies, with color coding and a filter

  In Zoho Desk you can tag a ticket, but you can’t tag the individual comments and replies inside it. For teams with long, structured ticket threads, that’s a big gap. The problem Our tickets can easily reach 50+ comments and replies. Many of them are specific,

• Merge Tickets Directly from Contact Page in Zoho Desk

  Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which can

• GrassHopper VOIP Integration

  Does Zoho Plan to integrate with Grasshopper to allow the Telephony hookup in Zoho Desk?  If not, Can this be passed along for consideration 

• Introducing PRM: Build, manage, and scale your partner ecosystem

  Growing a partner ecosystem is a good problem to have. What starts as a handful of partners can quickly turn into a maze of spreadsheets, emails, and disconnected processes. More partners mean more opportunities, greater reach, and new ways to grow

• Sharing View Only Portal

  Im looking at Youtube videos on how to share a view only link to my projects. Everyone has the screen with Manage Users. I don't have it. Is that an old version or new version? I can't see how to send a view only link to clients. There is a Profiles and

• How Do I Refund a Customer Directly to Their Credit Card?

  Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-

• Enhancement Request – Allow cashiers to collect payments and partial payments for outstanding credit invoices directly from Zoho POS Billing App

  We are testing Zoho POS for a retail business with multiple physical stores and have identified an important limitation in the cashier workflow. When a sale is completed using Credit Sale, Zoho POS correctly creates an unpaid invoice and the outstanding

• How Can I Collect Payments for Credit Sales Directly from Zoho POS Billing App?

  We are currently testing Zoho POS for a retail business and have encountered an issue with collecting payments on outstanding invoices from customers who purchase on credit. When we process a Credit Sale, Zoho POS correctly creates an Unpaid Invoice.

• Zoho POS Mobile Sales Price Conflicts & Pricing Discrepancies

  We are seeing recurring Zoho POS Mobile conflicts tied to the Sales Price field, even though drivers are not manually changing item pricing. We have also noticed small price differences between POS transactions and Books, sometimes only a few cents. Devices

• Creator -Dynamic addition of Customer Portal User Licenses

  Hi, We have a Creator App for B2C about to get released. We are experiencing the Portal User license challenge. Unable to predict the number of users who will download and Subscribe. When a User is about Subscribe and the portal licenses does not exists,

• Reminder Settings - Time Tracker

  On the time tracker in Reminder Settings I created a reminder according to the Zoho manual. But a manager asked me to change the message that goes in the email. Is it possible to change the message? I didn't find that in the Zoho manual. Another question: I configured to receive the reminder everyone who logged in less than 40 hours. Does Zoho consider less than 40 hours of the current week or the whole month? Another situation, I put it so that I and another specific user would receive the notification,

• New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons

  Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,

• Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified

  I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that

• This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

  Hello, I am the Super Administrator of the Zoho Mail organization for carrytrail.com. The domain has already been verified, but when I try to create the user. I receive the following error: “This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com

• Tip #92 – Organize your support operations with Departments – ‘Insider Insights’

  Hello Zoho Assist Community! As a support team grows, so does the complexity. Different customers, different products, technicians spread across regions, and each group needing its own way of working. When everyone operates from a single shared space,

• Introducing Zoho Office Desktop

  Hi users, We are excited to announce Zoho Office Desktop, a single app to install, update, and open Zoho Writer, Sheet, Show, and PDF Editor on Windows and macOS. It includes: One home for every app: Choose the apps you want, and a guided installation

• How Can You Find Broken Internal Links Without Checking Every Page Manually?

  Broken internal links are a common technical SEO issue. They can send visitors to missing pages, interrupt navigation, and make website maintenance more difficult. On a large website, checking every link manually is simply not practical. So, how can you

• Zoho Writer for Android: Q2 2026 updates

  Hi users, We are excited to announce the Q2 2026 updates for Zoho Writer for Android. This includes: Formatting parity with the web app: Choose from multiple ordered and unordered list styles, adjust line spacing, apply your custom paragraph styles, change

• Zeptomail in the blacklists

  Hello, I noticed some hard bounces while sending emails, and upon checking the details, I see that we have been added to the blacklists of certain spam lists: Bounce category: Policy failure Reason: ip-issues Message: 5.7.1 Service unavailable; client

• ZohoBooks - "Account transactions" report doesn't have any "Desciptions"

  Hi, I'd like to push for this to be included in ZohoBooks: In a "account transactions" report all the numbers are right, but I'd really like to see the "Description" as part of this report, i.e. the line-item-description as I would see it in the bank statement. Essentially all you see is a list of numbers adding up to the total. It is very difficult to see if things are right without being able to see what exactly each transaction refers to. Going into each transaction one-by-one is not a workable

• Zoho Projects | Q3 Updates

  Hello everyone, Here's a roundup of everything we released from July to September. We have added some new features as well as improved some of the existing ones. Project Financials Finance Integration Integrate your Project with Zoho Books, Zoho Invoice,

• Meet your customers on Arattai, from inside Zoho CRM

  Hello everyone, Your customers reach you on the apps they already use. Zoho CRM now supports one more: our very own Arattai! When someone messages your Arattai Business number, the conversation arrives in the Messages module in CRM, right beside your

• Running Balance

  Please add automatically Running balance in ledger view. Taking lot of time, every time to add manually

• MAKING ENTRY TIME MORE USER FRIENDLY AND FASTER O PREVENT TAB TIME

  I AM CURIOUS TO KNOW IF WE CAN MAKE IT MORE USER FRIENDLY WHILE MAKING BILLS , I MAJORLY USE OVER DESKTOP SO I AM SUGGESTING TO REMOVE TAB TIME WHILE ENTERING BILL OR MAKING INVOICE DIRECT JUMP TO ONLY REGULAR PARTS OF THE BILL . YOURS RAKESH 782866

• Unable to export reports despite enabled report export permissions

  Hi Zoho Community, We are unable to export reports in Zoho CRM. When attempting an export, we receive the following error: “Cannot Export Report — You do not have permission to export one or more modules used in this report. Please contact your administrator.”

• Add Payment Information (like Bank details)

  I am using the Free plan of Zoho Books. I need to add the bank details/ UPI details on the invoice. How can I do that. I have added the details in the Bank Section.

• Keep Sensitive Customer Data Private with Field Masking in Zoho CRM

  Hello CRM community, Customer records in your CRM are often accessible across multiple teams, but not every team needs visibility into every field. A non-sales team, for instance, has no real need to see a contact's mobile number, and a support agent

• Generate a Zoho Sign link

  From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.

• Next Page