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  Is it possible to create a report using the Zoho Desk Connector which would look something like this: | Account Name | Ticket Count (filtered by department 1) | Ticket Count (filtered by department 2) | For Example: Where Dept. 1 = Support Tickets, and

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  I am currently setting up a form to apply for a member discount. To do this, the entry must be confirmed by the external partner of which the person completing the form is a member. Is it possible to enter an external email address as approval or is this

• Job Opening Fields - Rich Text

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• Access of Activities Module in CRM to Client Portal?

  I want to enable access of Activities Module in Client Portal of my CRM to my Clients but not getting option to choose the module. By doing this I aim to give the access to the clients to their realtime status of the work going on and they can track the

• Is there a quick way to copy the contact details for a Zoho CRM contact?

  This has probably been asked lots of times before, but I couldn't find an answer anywhere - Is there a simple 'one-click' way to copy a contacts details from Zoho CRM, so that you can paste it into an email or word document? All I need is to grab 'business

• KPI Widget - last month sales vs same period last year

  I would like a KPI Widget that might compare data with the following date ranges: This month to date (meaning all of February through the current date, for example the 14th, if today was the 14th. So Feb 1-14th 2018)vs. last year this month to date (Showing

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• Restrict Past Date in Zoho CRM Module

  How can I restrict from selecting a previous Date? I want only future dates to be selectable

• Add tasklist from a template to Zoho Project using Deluge

  I have some tasklist templates that I want to be able to add to a project under certain circumstances. So if a project meets Condition A, add the tasklist from Template B to that project. If it meets condition C, add tasklist from Template D, and so on.

• Zoho Flow custom functions "Error occurred while processing this request. Contact support for more details"

  Any ideas why this is happening? Zoho Flow custom function...

• I need to add difference for Average Row at the end

  (Confidential data hidden here) Guys, hello! I have this graph, it calculates the averages of Retention and then shows the delta (2024 - 2023). In the 3rd column with delta Churn %, I want to show the difference between averages too, which would be (16.99

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• Post on behalf of employees as well as business socials

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• Alignment of Company Information Page Structure in Zoho One and Zoho Desk

  Hello Zoho One Support, We appreciate the continuous improvements across Zoho products. Recently, Zoho Desk restructured the Company Information page into three distinct sections: Company Profile – Includes Company Name, Logo, Alias, Description, Website,

• Trying to setup a record to automatically create on a weekly basis

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• Sheet Access

  How do you set a spreadsheet to only allow certain people to access certain sheets? Like if I wanted to have someone view one sheet that pertains only to them, they can't see the other sheets on the spreadsheet while allowing someone else to view theirs but not others.

• Automate posting to job site boards via Deluge/ or Schedule

  Hi Zoho Recruit Community, I'm working on automating a recurring job posting for a long-standing labor hire role that we update monthly. Right now, I can automate the creation of the job opening using scheduled tasks and Deluge scripts. However, the challenge

• How To Sync 'Deals' data To The Related Contact In The 'Contacts' Module

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• Zoho CRM Appointments and Services

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• How to upload image from Creator field to CRM File Upload Field or Module Notes section

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• Unable to pay bill from Prepaid Expense account

  Our transport vendor requires us to use their prepaid system.  We have paid R1150 upfront into the Prepaid Expenses account: As we use their services, we get billed.  These bills must obviously be settled by from our prepaid account.  I am unable to record

• Unable to import data into zoho analytics using the post man APIs of udemy for business

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• errorCode":8504. What is wrong with my CONFIG?

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• Analytics report issue

  Hey, does anyone know why suddenly our Analytics report goes blank whenever we add a field from the contacts module? It shows when adding fields from all other modules. Thanks.

• COST CENTER

  Hello, Is it possible to add cost centers.

• High cpu load on client side by process sessionaudit.exe

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• Urgent - issue with VAT registration

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• No Updation of manual journals in case of Accrual basis of Accounting

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• Excise Tax for Oman

  We are a long time user of Zoho for multiple businesses. We have now started a new business division which is trading of beverages. This product however has an import excise tax (50% of assessed excise value) and sales excise tax (50% of invoice value).

• NEW TO ZOHO

  I am transferring from company accounts which are being recorded in written book keeping method. I have stocks which are purchased in cash some by credit from vendors. I have datas from pervious year like total sales and purchases etc In future i will

• Member Portal with Subscriptions

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• GROUPING OF CUSTOMER

  SIR PLEASE ADD GROUPING OF CUSTOMER IN ZOHO BOOKS

• Convert Sales order to Delivery Challan

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• Why does a field dependency auto choose the 1st field in picklist when set as mandatory?

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• Cost Center accounting

  Hello all. We are looking at switching from MYOB to Zoho books. Love all the features in books - esp. CRM integration, but the big gap for us is the lack of cost-center accounting feature. Are there firm plans to develop this feature in Zoho Books? If

• [How-to with Example] Getting field value/data in Client Script from lookup field record

  Imagine you have a field you would like to prefill a field based on a value from another record in another module. In this case, we are looking into a scenario where an Asset (custom module) module is being created from a Deal module. Meaning, there is

• Shopify to Zoho Books Integration

  I have had to go ahead and disable my Shopify integration entirely.  When a Sales Order comes in from Shopify, it lists the shipping charge as a line item with no SKU attached to it.  As you are not able to edit a Sales Orders that comes in from a Marketplace,

• Using functions in Zoho CRM Circuits, howto and solution

  So, I don't know if anyone has tried this yet but Circuits can be a pretty powerful solution to process data and get the job done in a more structured way. However Circuits are not that easy as it looks. One of the problems that we had to overcome was

• CRM 'Connection' to Desk - "Use Credentials of logged in user"

  From Desk to CRM, I can create a Connection in Sigma (to CRM) that gives me the option to Use Credentials of logged-in user. In CRM, there is a separate option in setup for 'Connections'. As there is no specific Desk connector, I can create a 'Zoho oAuth'

• [Free Webinar] Enhancing your dashboards with JavaScript widgets in Zoho Creator - Creator Tech Connect

  Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

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