• Backdating Task Completion Date

  Hello, I have uploaded a project which was started 6 months ago, when we didn't have Zoho yet, but a lot of the tasks were completed. When I mark the task as completed, it puts it as completed today's date only.  Is there a way to backdate a completion date to coincide with the actual date it was completed?  Thanks Alex

• Handling Returns for Dropship/Force fulfilled orders

  My company dropships the goods from vendor directly to customers. So we used dropship feature to do that. When it comes to sales return, we don't return them back to vendor but it goes to our warehouse. Now the problem is, I can't create sales return

• security and safety for remote sessions

  Describe how Zoho Assist provides a secure and safe environment for remote access. Describe how Zoho Assist complies with permissions to the remote session and how encryption keeps this information safe.

• Sending Mail to a Ticked create a new Ticket (did not add in existing ticket)

  Hello, the whole day, some to our Desk mailadress sended Mails generate a new Ticket instead of adding the Mail to the existing Ticket. I've made several test for that. normaly the Mail where added into a ticket if we add "[##tickeid##]" in the Subject of the Mail (tickeid is the uniqe ticket number) to send it to a specific Ticket, nothing else. My test below show, that the Ticket Name (or Mail Subjact) now is a value to add it in a ticket too: My test Subject.                                                        

• New List View actions in Zoho CRM!

  Hello Enterprise Support members! We are excited to announce some new enhancements for quick actions in the List View. 1. Activity Badge The modified activity badge next to every record in the List View now shows open activities for that record without

• How to add Zoho Desk ASAP to an Angular application

  We are currently trying to add the Zoho ASAP widget to our Angular application. We have some questions regarding this process. What is the proper way to add the Zoho ASAP widget to an Angular application? Should we just put the embeddable script inside

• Managing Shopify Payout Balances in Zoho Books

  I am recording my Shopify orders as Invoices and once Shopify credits my bank account I reconcile the payout to the specific invoices and create a new transaction to account for the Shopify Merchant Fee. That is fairly straightforward to me. How should

• ZOHO DELUGE / FLOW DOWN

  Internal errors are thrown for any URL invoked through deluge. This seems to be a Zoho wide issue, as all my organizations are effected. Additionally, each service independent of flow also results in the same type of error. EDIT: WE ARE BACK BOYS!

• Add Client Profile to Criteria in Zoho Projects Task Automation Workflow Rule

  Add the ability to set a task owner criteria to a workflow rule in task automation, such that if the task owner is a client user i.e. not a specific client user. When you go to Settings > Task Automation > Workflow Rules to set up a workflow and add criteria

• Zoho CRM Process Improvement Questions

  How to set up one email to check if specific actions or conditions are met? How to ensure emails on the CRM appear threaded within the CRM system? How to add a dropdown menu for selecting the state in relevant fields? How to unlock editing details when

• Unbelievably slow service

  I'm having issues with all my flows since yesterday. Most of them seem to be slower in general. I'm also facing a timeout over 30 seconds because of this issue. As per status.zoho.com, the ms went from 6msec on the 23rd of nov to over 55msec average today.

• Zoho Survey for reselling for a research company

  Hi, We need to use Zoho survey as a reseller of the the survey tool to our customers to conduct their feedback and survey. Just like how Zoho analytics provides option for on premise license based purchase - reseller model , can we purchase 10000(e.g

• Extension Pointers - Simple yet significant pointers #7: Resizing a widget

  Setting widget dimensions   Creating a widget involves customizing your UI to the way you want it displayed. Along with customizing the appearance of the elements inside the widget, it's also possible to customize the dimensions, such as the width and

• Delete after N days does not work in filter with multiple actions

  As shown in this thread, I created a filter to move mail to a certain folder, then delete after N days. I did not see the "N days" label in any mails as suggested in the reply. This only worked when I created a new filter with a single action (delete

• Cost centre reporting

  I understand we need to use reporting tags as books doesn’t have cost centre accounting, i want to understand if i simply want to generate a report for seprate cost centres where each tag represents a cost centre. When an expense entry is done the cost

• How to record issuance of dividend in Zoho Books

  Hi,  As a Private Limited Company, how do we record issuance of Dividend in Zoho Books. Can't seem to find any Account or feature in Zoho books that has anything to do with dividend. The closest seem to be Owners' drawings which doesn't seem appropriate for Pte Ltd companies.

• Problem with Apple Mail and Zoho mail account

  I am no longer able to connect to my Zoho mail from Apple Mail. I get the dialog box saying "Cant connect to the account [my account]. Enter the Pasworrd for user [my username]. And asks for password. When I enter my password it returns. "Unable to verify

• Pagesense Poll pop-up behaviour

  Is it normal that the Poll popup in PageSense doesn't do anything after pressing the Submit button? I would expect it to give at least feedback to confirm that you have submitted, but when integrating it on my website I can give a reaction in the first

• Sync Zoho Calendars

  I own two businesses with 2 different email addresses in Zoho. I need to sync the calendar events for both these email addresses to one calendar. I can find no help on this currently

• Accidentally unsubscribed my entire list

  I have a list of Customers and Prospects that I sync from CRM.  I just created a workflow rule to remove contacts (unsubscribe) that fit a certain criteria. Unfortunately, my logic was flawed and I unsubscribed everyone on my list!  Is there a way to revert them back to subscribed status? Thanks, Scott

• Edit Data Type in Custom Field

  I'm unable to edit the Data Type in a custom field i Projects.

• Paid invoice

  When I record a payment from a customer then go and send them the invoice, it still says pay now. That should be automatically removed from the email or at least the option to remove.

• Applying a custom filter to report on load

  Hi all Is it possible to applying a pre-built custom filter to a report on load? The filter I have created within the report basically filters out all records that are superseded. I would like to apply this filter on load as default so it only shows records that are not superseded. Regards Martin

• Track individual and team performance with essential KPI metrics

  Hello everyone, Dashboards provide both real-time overviews and detailed summaries of important business data that support strategic analysis, planning, and decision-making. They provide a snapshot of the team's progress resolving tickets, performance

• Hide panel shadow in zoho creator

  Hello, I was wondering if I could hide the shadow that appears around panels in Zoho creator stateless pages.

• Can a new Zoho User (Zoho Account) be created via an API?

  I am looking for a way to be able to create new Zoho users (Zoho account) from within my application. I.e. I have a process where candidates apply via a public zoho creator form. When I like the candidate, I just click a button "Accept" and I want zoho user account created for that user, the user emailed the account information and they start getting access to the relevant areas of the zoho application. I have come across two conflicting posts with replies from Zoho support regarding my query - 

• Star Rating - New Field Type

  Hi, Just an idea, How about a Star Rating Field. Simple 5-star system. Enables User to vote/rate on Form. View also displays rating for each row. It will be a new field type that we can drag and drop in form building. Dunno if it will be useful to everyone, but I'm aware that a lot of Creator users are here to use the forms for some sort of online questionnaire. This will surely help.

• Adjusting subform layout in custom record template (PDF)

  Hi there, For one of my forms, I’m working with a custom record template (PDF) that includes a subform. The subform contains two fields per row: an image field for uploading images and a single-line text field for descriptions. When I add the subform

• Changing "Current Job Title"

  Hi there, A lot of our consultants manually update the candidates we have in our database when they have a new job title as some candidates we already have for years in our systems. Now the issue is with Zoho (we recently changed to Zoho) that we can not just edit that field put the title we want and save it when we working on a candidate as it is a pick list. We just want the "current job title" to be a basic text field and where wondering how w could do that? If it is not possible to change would

• Assistance Required: Merging Applications in Zoho Creator

  Hello, everyone, We are planning to use Zoho Creator for one of our projects. The project includes two modules: Hotel Management and Fleet Hub Management, which are both listed on this page. Currently, we need to merge these two applications into a single

• Kaizen #80 - COQL API - Part I

  Hi everyone! Welcome back to another week of Kaizen! This week, we will discuss the COQL Queries in detail. COQL (CRM Object Query Language) is a powerful query language based on SQL syntax that allows users to write their own queries and fetch records

• Free Webinar Alert! From Inbox Chaos to Holiday Calm: Wrapping Up Work in Zoho Mail

  Hello everyone! We're happy to invite you all to our upcoming webinar: From Inbox Chaos to Holiday Calm: Wrapping Up Work in Zoho Mail. Break free from email overload! Join our webinar to learn how Zoho Mail helps take control of your inbox management.

• Contact Name vs First/Last Name

  Hi there, why is it showing as 'First Name' & 'Last Name' when creating/editing a 'Contact' but shows as 'Contact Name' (concatenating first & last Name) together when seeing the record? I'm wanting to add a 'Middle Name' but while it first nicely in

• Issues with Unrealized Gain or Loss report

  My base currency is EUR. I have a USD-denominated account and some EUR accounts. When I run the Unrealized Gain or Loss report, it shows me gain or loss not only for the USD-denominated account, but also for the EUR-denominated account. It's the base currency, so how can there be a gain or loss? Is that a bug, or am I missing something?

• Separate Easy Apply and Candidate Portal

  I like having the candidate portal, but I do not like that I have to turn on Easy Apply in order to use it. I just realized that when I turn off Easy Apply, I am turning off the candidate portal. Some of our candidates are using Easy Apply as a way to

• Eigen velden synchroniseren niet vanuit LEADS naar CONTACTS

  Potentiële leden die zich aanmelden via onze website, worden automatisch als lead opgevoerd in ZOHO. Na screening kunnen we dat omzetten naar Contacten. Dat werkt op zich goed maar de eigen gedefinieerde velden worden niet meegenomen vanuit Leads naar

• Les essentiels du design pour une campagne de fêtes impactante

  La période des fêtes est idéale pour établir un lien avec votre public et augmenter l'engagement grâce à des campagnes d'e-mails créatives. Avec des boîtes mail qui se remplissent rapidement, vos e-mails doivent se démarquer pour capter l'attention de

• Reporting on open pipeline value over time

  I'd like to use the stage-history table to be able to look at how much our open pipeline of potentials was valued at at any given time in the past in order to compare it with the present.  I don't see how to do this using the current table or how to join it to another table.  Basically, I want to see a "snapshot" down to the level of the day of the value of the pipeline.  This seems like it should be easy to do, but I can't figure out how to get a date column into the report.  Stage history only

• Set a workflow/event for when changing quoted Items on a quote?

  Hello, i would like to know how i can trigger some kind of event (zoho script or function) upon adding or switching the quoted Items of a quote? My objective here is that i want to price products dynamically according to the value of a field. Our products

• Zoho Sites - Product Page

  How can I make my product page more comperehensive?

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