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Side-by-side feature list, comparing One to other apps?
Hello, I am going through some changes in my business, and evaluating my Zoho subscription. I currently pay for Zoho One, but only use Books and Social. I see that Zoho One is noted to have "Enterprise-level" features in each app. Since Books and Social
Workdrive on Android - Gallery Photo Backups
Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma
Subform on Detail Page (Standard) - Add Row Button - Validation / Disable Add Row?
It is possible to validate subform fields on the Edit page using Client Script. However, there appears to be no way to validate rows added using the Add Row button on the Detail page. This allows users to circumvent all validation and add invalid rows
Get Workflow Metadata via API
Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this.
pages over forms
Is it possible to build pages and have custom css /design and backend forms on C6?
How to add new links on the "Quick Links" app on the Zoho People Dashboard?
There doesn't seem to be any option to add, delete or edit the links on the "Quick Links" app on the Zoho People Dashboard. How can that be done be a user/employee?
Prevent subform editing on a module's detail's page
Hi everyone, We would like to prevent any editing of the subform data in the : Create page Edit page Details page (as subform editing is now allowed by the recent UX update) We are able to prevent editing by making the subform fields read only in the
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How to download Job Sheets in Zoho FSM?
Hello, I'd like to download copies of completed job sheets as PDF's for upload to a workdrive to keep an audit record of completed Job checkout sheets. I do not see download of this file type as an option - any help is appreciated!
Clarification on Workflow and API Limits
Hi Team, Greetings! Are there any specific limits for the workflow, or does it consume API limits? Kindly share your thoughts on this.
"Registered" Date Field?
I manage a sales team and it's important to log when the records are officially changed to "Registered" for commission related reasons. I'd want it to be an unamendable date field in a perfect world. This is a standard field in Salesforce and the like,
Getting a "Unable to connect to your account" error during migration from Gmail to Zoho
Hi, I'm trying to migrate ges@gesenterprise.com accounts from Gmail to Zoho. I'm getting a "Unable to connect to your account" error and I can't figure out why. I have tried many options but no luck
Zoho Meeting's call quality
I'm adding my voice to the ongoing concerns about Zoho Meeting's call quality. Like many here, I've observed that the quality of our company calls using Zoho Meeting has been less than satisfactory. It's disheartening to note that this issue has been
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blank page after logging into my email account Thanks you
DNS Error: NXDomain
I have a couple of people that we are trying to send emails to that keep getting bounced back to us (interestingly one of them is an email with a zoho domain). The email addresses are being entered properly and we can send them emails from Gmail accounts.
Zoho Finance Bug: MAJOR ISSUE - Duplicate Records Created in Zoho Finance (Sales Orders & Invoices)
Posting this incase other people are unaware of this issue. It's been reported multiple times but there's no solution in sight. Summary of Issue We convert CRM Quotes to Zoho Finance Sales Orders. Since early June we randomly get duplicate Sales Orders
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.
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
Unified WhatsApp Number Management in Zoho Desk and SalesIQ
Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers
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.
Can I embed Zoho Project in Zoho CRM Record Detailed View
Hello all, We use Zoho Projects a lot. The integration of Projects with Accounts and Deals only is great, but very limiting to our needs. Is it possible to either: add a project to related lists to custom modules - similar to how it is automatically added
Syncing Sql Query Table to Zoho Sheets
I want to sync Query table to Zoho Sheets. I already used data connection zoho sheets but the issue I am facing is while it gets synced the data I entered in new columns next to synced columns is getting mismatched as new row data is coming. So is there
Enhance Appointment Buffers in Zoho Bookings
There was previously a long-standing feature request related to enhancing the way appointment buffers work in Zoho Bookings, but it looks like the original post has been deleted. I am therefore adding a new request that Zoho Bookings adjust how appointment
Introducing Functions IDE in Zoho CRM
Hello everyone! We hope you are doing great! We're excited to enhance your coding experience with a new IDE for Functions! This IDE is more powerful and is equipped with developer-friendly features such as executing the function without affecting the
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
Are downloadable product available in Zoho Commerce
Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice
Don't Allow Customer to Edit Values After Submitting Ticket
After a customer submits a ticket through the customer portal, they can go into the ticket and see some of the values from the questions they answered in the sidebar. Currently, a customer can edit these values even after they submitted them. This makes no sense. We ask very specific questions that we don't want customers to later change! Please disable the ability for customers to edit the values to their submission questions in the portal. Screenshot attached.
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
How can I add Material cost to a project?
Hello, We use Zoho project to manage scheduled work. This consists in labour tasks and matrials cost. How can I add the material budget, then teh cost to the project? Thanks Barbara
Unable to change the "credentials of login user" option when creating a connection
I want to create a new Desk connection where the parameter to use 'credentials of login user' is set to YES. I'm able to create a new connection but am never given the option to change this parameter. Is this a restriction of my user profile, and if so,
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
Bulk Update: Filter doesn't work
Hi I have 4 transactions in a category I made called 'Refund for Owner'. This is a subgroup within 'Other Income'. In Bulk Update, I apply the following filter:- I get 'No transactions' found. Any idea why? For reference, here are the 4 transactions:-
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