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• Reports - custom layout - duplicate report

  Do you also have this problem and what is the possible solution? I duplicate a report that has a "custom layout". Unfortunately the custom layout is not duplicated. To be improved for a future release by Zoho. I export the custom layout and import it...

• How to map a global picklist from one module to another

  Hi there, i currently have a new field that is called sales office which we use for permission settings between our different offices located in different countries. It is a global set picklist with three different options: MY, SG and VN. I want to be

• Pageless mode needed to modernise Writer

  When we switched from GSuite to Zoho, one of the easiest apps I found to give up, was Docs. In many ways, Writer has always been more powerful than Docs, especially in terms of workflows/fillable forms/etc. However, I went back into Docs because I notice

• Changing the Logo Size on Zoho Sites

  My company logo incorporates both an image and text, and I would like it to be much more prominent on the page than is currently allowed by the small logo box in the template.  Is there any way to hide the page name and then make the logo box much bigger since my company name and logo are connected / are all in one file?  Thank you. 

• Is it possible to Select Item Serial Numbers from a Sales Order?

  Our accepted estimates are converted to Sales orders for our warehouse staff to pick.  How can my warehouse staff select the serial numbers for an item when editing a Sales Order?  Logically when staff pull an item and have the serial in front of them they update the Sales Order and select the serial. I understand a serial can be added when creating an invoice but how can accounts team know the serial if the warehouse staff can't select it! A basic flaw!

• MORE BUGS: Client Script, Deluge and Widget JS SDK don't work as expected when trying to retrieve a record that has been "rejected" as part of an approval process.

  Client Script $Page.record is null when accessing a record that has been "rejected" as part of an approval process. Deluge zoho.crm.getRecordById(moduleName, recordId) returns {"status":"failure"} when recordId is a valid, but rejected record. OK... I

• Zoho CRM Widget not displaying 2 related lists (JS)

  Okay so I basically have 2 relatedLists that I want to get and render: ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity, RecordID: data.EntityId, RelatedList: "Notes", page: 1, per_page: 200, }) ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity,

• Zoho Books and Zoho Projects Task Status Update

  How can we create an automation using custom functions for the following scenario. When our zoho books invoice status changes to paid. I want a task in Zoho projects to change to completed.

• Default Sort Order in Project Tasks View

  It should be possible to specify a default sort order (or have the last explicit sort order restored upon reload) for the tasks in the project tasks view. Currently the sort order must be manually re-selected for each sub-group whenever any changes are

• Assigning Tasks and Requests to Groups... how do I?

  Guys, I've spent many hours exploring Zoho Support and we are generally satisfied with the system.  I'm trying to understand how a system that has so much to offer can be missing GROUP assignment and queue functionality.  I am hoping that there is a way

• Parsing of SQL query failed. Please check the SQL syntax.

  I am trying to have Zoho Analytics recognize that if the a Deal is in Stage "Need Docs" it should also be counted as a Deal in the Stage "New Lead" /*New Lead*/ SELECT "ID" 'New Lead' AS "Stage" From "Deals" Where "Stage" = 'Need Docs' Union All Error

• Where is the setting to enable/disable 2FA?

  The following links show where enable/disable 2FA is supposed to appear, but neither appear for me: https://help.zoho.com/portal/en/kb/zohosites/faq/account/articles/how-do-i-enable-or-disable-two-factor-authentication-for-my-account shows Security >

• How to Assign Record Ownership in a Custom Form via API?

  Hello everyone, I’ve created a custom form in Zoho People and I’m using the API to manage its records. I would like to know how I can assign ownership of these records to specific users via the API. Is there a specific parameter or field in the API request

• Customer Statement Template not matching when sending

  Hi everyone! So when I send statements to our customers via Zoho Books, the message that appears by default does not match what I have written on the template Under settings -> email notifications -> sales -> customer statement We have a single default

• Peppol Malaysia API

  Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers

• Re-emitir facturas con nueva dirección de facturación

  Hola, necesito saber si es posible que las facturas ya emitidas, pueden ser re-emitidas con el cambio de dirección de facturación, realizado el día de hoy 02-01-2025, para efectos contables. Espero su ayuda, Gracias

• Zoho Learn vs. Trainer Central

  Hi, I'm currently using Zoho One with a WordPress-based website and WooCommerce to manage my online courses. I would like to know what is the difference between Zoho Learn and Trainer Central and if it's possible for these two platforms to replace WP

• Map Plan to Different Income Account for Some Subscriptions via API

  We have a plan that has a default Plan Account of "Sales". Can we override the account for a specific subscription via API? In some instances the same exact plan should map to a different income account. When we create stand-alone invoices in Zoho Books,

• Flow with CRM

  Hello, I have a simple flow that uses a web hook to enter data into a Sales Order. I have the web hook sending Flow data which has a PO field. If the PO has a special character like - or / or \ the task fails. How can I get the flow to be okay with the

• Chrome browser issues. Anyone else?

  I am suddenly having multiple issues with Chrome browser interpreting the Zoho Mail interface.  Anyone else?  Any known problems? Thanks, Todd

• Zoho Payroll US?

  Good morning, just reaching out today to see if there's any timeline, or if there's progress being made to bring Zoho Payroll out to be available to all states within the USA. Currently we're going through testing with zoho, and are having issues when

• Set up multiple IMAP email addresses

  Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain

• Function 58: Custom calculation in item table of invoices (2 fields)

  Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are taking

• Tracking new lead response time

  Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system.  I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere.   It's

• Search function not working anymore

  Hi! The search function is not working anymore. How can we solve this problem?

• When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory

  In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the

• Expand Zia's Language Support and AI Capabilities

  Dear Zoho Desk Support, I would like to submit a feature request to improve Zia, the AI-driven support assistant in Zoho Desk. Currently, Zia only supports the English language, while other AI agents such as Gemini, ChatGPT, and Claude can work with a

• get gettting the days number between two dates with deluge

  I am trying to calculate the days number between 2 specific dates but its not working. PLease help me.

• Limit excceding issue in zoho creator

  I am transferring data from Zoho Books to Zoho Creator using a Deluge script. However, I am frequently encountering a "limit exceeding error," which seems to be related to the Deluge statements limit. I reached out to Zoho Support, and they informed me

• How do I add more schedules to Zoho Creator?

  At the moment, the number of schedule calls we have in Zoho Creator are 1800 per month and I was wondering if it was possible to upgrade that amount to something higher. I'd like to know my options as well as the pricing.

• Conexion CREATOR x CRM

  Buenas tardes, Tengo un problema con un código que crea un registro en CRM. Revisé el CRM para eliminar los campos obligatorios, pero cuando ejecuto el programa, aparece el siguiente mensaje de error: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"data"},"message":"required

• Invoices with billable time and expenses

  I cannot seem to get a straight answer. We are looking to create an invoice to send to our clients, but it needs to have the following on it: 1. Billable hours for each employee. All hours for the pay period on one line, by employee. 2. Expenses for each

• Search Bar Improvement for Zoho Commerce

  Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you

• Send Whatsapp with API including custom placeholders

  Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

• Can't get form response to populate custom PDF template

  I've created a template and set it to default but can't figure out how to get the response to populate that template. It keeps giving me the default summary.

• Zoho Sheets not compatible with Excel/Google Sheets

  In order to share a copy of a Zoho sheet with someone that does not use Zoho, it must be downloaded as MS Excel format and then added to an email.  This is a labor intensive, and frankly confusing process.  I have forgotten to do this before, only to

• Add Ability to Designate Decision Branches as "Error Branches"

  Zoho Flow gives the ability to track down, troubleshoot, and fix errors with the Status and Filter dropdowns in the History tab. This works well for when a "normal" Flow action registers with an error. However, there are other times where it would be

• Visitors sending message via Whatsapp are not saving on contacts

  Visitors who sends me messages from Whatsapp when i finish the chat do not populate on contacts, how can I add them as contacts?

• ChatGPT only summarize in English

  Hello i' v enabled chatgpt in salesIQ, it works great inside conversation (revise, Rephrase etc) add tags works well with another language than English. But when I want to summarize it render only in English, despite sales IQ is set to another language.

• Brand with multiple facebooks pages

  HI, We are a small publisher that has different FaceBook pages for each of our product lines. All are within the same FB account.   Is it possible to add all of these pages to our one brand in zoho social so I orchestrate the posts between the different products?    Cheers, Joe

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