Title: Fundamental features of a Zoho Books extension | Community | Zoho Finance

• Topic Participants

• Nanditha Somasundaram Somasundaram

  

• Sticky Posts

• Building extensions #5: Creating custom connections for extensions

  In our previous post, we discussed the significance of connections, identified their types, developed a predefined connection, and demonstrated how it can be integrated with Zoho Books using an example. In this post, we'll walk through the process of

• Building extensions #4: Integrating Zoho Books with applications using connections

  In our last post, we looked at an overview of the key features available for creating a Zoho Books extension, including connections. In this post, we'll go over connections in depth, including their types and applications. What are connections? "Connections"

• Building extensions #3: Fundamental features of a Zoho Books extension

  In our earlier posts, we covered how to create, test, and publish an extension for Zoho Finance suite applications. Moving forward, we'll look specifically at instances relating to one of the products from the Zoho Finance suite: Zoho Books. In this post,

• Building extensions #2: Publishing an extension

  Hello developers, Welcome to our next post about building extensions for Zoho Finance Suite applications. In our previous post, we looked at extensions, their purpose, and how to create and test them. To recap, extensions are installable plugins or add-ons

• Building extensions #1: Creating and testing extensions for Zoho Finance Suite applications

  Hello developers! We're excited to announce a new series called "Building extensions" to assist developers in creating efficient extensions for Zoho Finance Suite products. We'll support and guide you through the process of creating an extension and using

• Recent Topics

• Only Default Administrator Profile can Convert Estimates Zoho Finance

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• Zoho Notebook suddenly running very slow on long notes

  I have been a longtime user of Zoho Notebook. Historically, it has run quite well, but I've noticed over the last few days that it has begun to run unbearably slow when typing in large notes, to the point where I can type four words and have to wait for

• Is there a way to pass the source of the chat from SalesIQ to the CRM lead creation?

  Currently when I update the values of the visitor and the lead is automatically generated in the CRM it says that the lead source is Chat, but in reality it was from either Facebook, Instagram or WhatsApp. Is there a way to make sure that the correct

• Imported tasks

  Good afternoon, I have recently setup a test instance of Zoho CRM and am currently working through a data migration from Hubspot usine the API migration tool. I needed to get a feel for how seamless this process was but I am running into an issue. It

• Assigning Leads to Queues

  Do you support Queues as Lead Owner? This is a basic function in any CRM. Assign Lead to a Queue group where any member can take ownership by him self.

• Migration of emails from Yandex to Zoho

  I am trying to migrate an yandex mail account to zoho mail account. I am confused with all the related articles/informations in the net. Could someone please outline the process to do it, just thinking about me as a novice with limited knowledge or experience. A couple of questions from the knowledge gained. 1. I believe we have to delete the yandex current MX from the website records and add Zoho MX. What happens to the emails as we remove the mail exchange record. Yandex stops updating emails and

• Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

  Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs

• Zoho Sheets working offline

  Hi, I am looking for the ability to work offline in Zoho Sheets, but currently I cannot find the process to complete this. Does someone have any ideas or steps I might have missed? Also does Zoho Sheets have the "Format as Tables" function as is currently

• Fetching whole month availability via API

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• reCAPTCHA

  Is the Bookings form protected by reCAPTCHA, or some mechanism to ensure submission of the appointment request form is made by a human vs. bot?

• Recent enhancements to Bigin's workflows and Associated Products

  Greetings, I hope all of you are doing well! We're happy to announce a few recent enhancements we've made to Bigin. Let's go over each one in detail. Enhancement to workflows Trigger workflows when specific fields are modified to specific values Previously,

• Zoho Survey Goes to Junk Folder

  Hello, My company is wanting to use Zoho Survey to send out a customer satisfaction survey, and we were wondering if Zoho Campaigns allows the emails to not go into their junk folder. We sent out a test email campaign to our team and for some people it went to their inbox and for others it went to their junk folder. Is there a way to eliminate this from happening? Hope to hear from you soon! Thanks!

• Nifty enhancements to Reports in Zoho CRM

  Dear Customers, We hope you’re well! We are here with a line of useful enhancements to Reports in Zoho CRM that are readily available to access. Include or exclude Record ID in the report export Display currency fields in record currency Capture report

• need a formula to return value as shown (zoho sheet)

  Dear folks, What should be the formula in cell B3 to get that output, based on input sheet data.

• need a formula to return value as shown (zoho sheet)

  Hello folks, what should be the formula in B3, to get the value shown based on input sheet ranges. thanks in advance.

• Playground: An exclusive test environment to analyze Field Prediction accuracy

  Hello everyone, We are introducing Playground: an exclusive proactive testing environment for businesses to analyze Zia's prediction accuracy. This allows admins and agents to: Run predictions on actual tickets or specific content for realistic test conditions.

• Attention: Upcoming changes to Zoho Assist support for older windows versions

  At Zoho Assist, our goal is to provide you with secure, reliable, and feature-rich remote support experiences. To maintain this standard, we periodically align our platform with the latest technology and security updates from the broader software ecosystem.

• Send again email with link for signup

  Hello, I have a lot of problem to send contract my email, also missing the features "share link". How can I send again email to client and me wit link for signup a contract? Everytime it's a disaster!

• How do I synchronize a quote to an opportunity?

  Hi everyone, We don't quote anything via Zoho but we use it to track services/products so that I can see what was actually sold, vs an opportunity with just shows an amount.  We use the quotes for other purposes, mostly to request a quote from Salesforce but we don't invoice or do sales orders or anything. (Basically a user makes a quick quote in Zoho, adds items and pricing, and then exports to PDF which gets emailed to our Quote Desk who then enters the request into Salesforce). Just wondering

• Zoho Sprints Android app update: Tags and Epic search

  Hello everyone! We are excited to introduce tags and an option to search items within Epic module on the latest Android version(v2.0.2) of the Zoho Sprints mobile app. Let's take a look at these features: Tags You can now create, edit, and delete tags,

• Zoho CRM Webhooks - Dynamic URL

  Hi Zoho, We've noted a gap in the webhooks function that if improved would increase use cases significantly. The "URL to Notify" field in "Create a Webhook" only supports static information. We have a number of use cases where we could use webhooks more

• Work Order Creation Issue

  Dear Team, I would like to inquire about the daily limit for Work Order creation in Zoho FSM. Yesterday (02/05/2025) at around 6:30 PM GST, I attempted to create a Work Order, but I have been unable to do so since then. Please find the attached image

• Tracking on Zoho Booking

  Hi We want to use Zoho Booking for our appointment management. We're using Calendly as of now that lets us track sources of the appointments made including UTM parameters. Is there a way for us to do same with Zoho Bookings?

• Pre-created Popular Zoho Flows returns with 404 Error

  Your popular Zoho Flows are returning with a 404 page error. This applies to all work flows in your Gallery Space. See video here for further clarification. When will this be fixed? https://drive.google.com/drive/folders/1kDl4ni5EQeLHWeaoIDdtRqoUbW8FNLfO?usp=sharing

• CRM Feature Request

  When enabling Translation in Zoho CRM I would like to see the ability to remove the language "English (US)". I have encountered a user experience issue with a client recently. The client uses English (UK) but they are based in Spain, so they have activated

• Import your Google Docs Spreadsheets into Zoho Sheet

  You can now import your Google spreadsheet into Zoho Sheet. This will be useful if you want to switch to Zoho Sheet or if you want to simply try out Zoho Sheet.  If you don't have an account with Zoho, you can still try this by signing in with your Google account. Here is a video on how to do this.  Note: Existing charts won't appear in spreadsheets you import from Google Docs as the Export functionality of Google Docs doesn't give out the charts. Check out the announcement in our blog: https://blogs.zoho.com/general/import-google-docs-into-zoho-productivity-suite

• Support Mixed Visibility Settings in Knowledge Base Categories

  Hello Zoho Desk Team, We hope you're all doing well. We’d like to submit a feature request regarding visibility settings in the Knowledge Base module. 🎯 Current Limitation As of today, when a category is set to a specific visibility level (e.g., Public),

• Will a campaign send duplicates is same email is on two separate lists

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• Time Based Report / Dashboard

  We measure our support agent's KPI based on their response time and resolution time from the time the ticket is assigned to them The time based dashboard should provide this information however there is a problem with us referring to this dashboard We

• Zoho Learn API Access?

  We love using Zoho Learn to manage our internal trainings and knowledge base. What we'd really love is to be able to query Learn via API so that in Zoho Projects, Zoho Creator, or Zoho Desk, we can recommend relevant Learn articles and manuals to team

• creating buttons in zoho site

  the connection between zoho site and zoho learn will be awesome and amazing feature so the user instead of registering himself twice just one time register on zoho site will be enough and creating accout on zoho learn instead of registering on zoho learn

• Two Problems with the Description Field

  Our ticket workflow is often like this. Client calls or emails (to a personal email address) reporting a problem. We create a ticket and enter a description. Problems: 1. By my way of thinking when we enter a description, that is an internal comment (unless we mark it public). Yet it seems there is no way to mark it internal, and Desk just starts inserting it into communications. 2. Additionally, in the conversation view it makes it appear it was emailed by the customer and inserts their name on

• Lookup Field limitations

  Good day all, Is anyone else frustrated with the lookup field limitation? I have an enterprise license, but I only get 10 lookups. Additionally, the custom module has been available for a while and is still in diapers. If you want good reporting, you

• Automation#36: Auto-create time-entry after performing the Blueprint transition

  Hello Everyone, This week’s edition focuses on configuring a custom function within Zoho Desk to streamline time tracking within the Blueprint. In this case, we create a custom field, and request the agent to enter the spending time within the single

• Dynamically Sync zoho.adminuserid with Current App Admin

  Hello Zoho Team, We hope you're doing well. We’d like to request an important enhancement to the Deluge sendmail task functionality. As per the current behavior, in most Zoho services (excluding Zoho Cliq, Zoho Connect, Zoho Mail, and Zoho Sheet), the

• "Improper Statement" Error on Deluge Loops (while/for) when Processing a Date Range

  Hello, Zoho Community, I'm facing a very specific issue with a Deluge script and would appreciate any insights from the community. The Goal: I have a form (ausencia_visitadoras) where a user inputs a start date and an end date for a period of absence.

• Zoho Meeting iOS app update: Hearing aid, bluetooth car audio and AirPlay audio support.

  Hello everyone! We are excited to announce the below new features in the latest iOS update(v1.7.4) of the Zoho Meeting app: 1. Hearing aid support: Hearing aid support has been integrated into the application. 2. Bluetooth car Audio, AirPlay audio support:

• Automating Daily Lottery Result Publishing with Zoho Creator or Flow – Any Best Practices?

  Hello Zoho Community, I run a results-based informational website in Brazil called CaminhoDaSorte.com, where we publish daily Jogo do Bicho results. Right now, we're doing this process manually every day — but we’re looking to automate the backend using

• issues with manually shipping sales orders - advise needed please

  we are new to zoho inventory. we are going to roll the program out to our company within a couple of weeks and during the implementation process we have come into a roadblock with manually packaging and shipping sales orders. its important to note important

• I do not see the “Lead Forms” option under Integrations

  Hi, I’m using Zoho Social on a Premium plan. I’ve connected LinkedIn Company Page and have a valid LinkedIn Ad Account with Lead Gen Forms. However, I do not see the “Lead Forms” option under Integrations, so I can’t enable LinkedIn Lead Generation. Please

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