• Customer paid excess. How do I record payment?

    A customer has paid me Rs. 7150 which is in excess. The amount due is Rs. 5388 I owe them Rs. 1762 back which I will be transferring to their account tomorrow. How do I get this entered into Zoho Books? I'm a little lost. :) Rishi

  • Why Server error in creatiing Landing Pages

    Hi Zoho Team, pls see my screenshot and tell me, what's wrong. Thx

  • How to start fresh after many years of using Zoho Books without deleting everything and creating a new organisation?

    Hi, I have used Books since 2016, but never reconciled with my bank account. I was thinking of trying to go back and fix that, but I don't just don't have the time it would take. Instead, I'd like back up my old records and start anew. What is the best

  • Cannot delete old accounts

    Hello, I try to delete old accounts from CRM, but it won't permit, saying documents are still linked to them. I searched in CRM and BOOKS, found some documents and deleted them, but still CRM won't delete them. Any idea how to do that ? I have a lot of

  • Offline mode on Android TV app?

    Hello! Is there a way to use Zoho Show offline in the Android TV app? I have an Android TV based projector, and I travel with it, and don't want to have to rely on a steady internet connection when giving a presentation.

  • Run workflow on data import in Creator 6

    How to run a workflow on data import in Creator 6?

  • Multi Day booking for resources

    I have following business-case: Rental for Tablets. Customer should be able to select how many device for how many days he'd like to rent. Same as a car rental for multiple days. Is this possible with Bookings on the current version?

  • Import from Linkedin

    Please provide a way to enable importing contact information for Contacts and Companies from Linkedin? Thanks

  • The ability to format text fields, ie when data is number or currency

    Hello, I have spent some time trying to determine how to accomplish this but it appears to be impossible. I want to merge a currency field from CRM into a PDF document. The CRM data shows $1,234, but when zSign gets the data it shows 1234 in the text

  • Zoho Social - Queries about GST invoices and subscription

    Hi, I am going to purchase the Zoho Social tool with a yearly subscription. So, can you please help me with my below queries: 1. How I get the monthly GST Invoices? 2. What is the process of subscription? 2. How to cancel a subscription?

  • Personal Link / Meeting ID

    with zoho meetings do I have my own personal link to my 'meeting space' ? I have an email template in Zoho CRM which confirms people's appointment with me, I would like to include the link to my Zoho Meetings so that they have it in advance. How do I

  • Making money out of Zoho Sheets - How?

    Hello, Suppose I come up with a brilliant Zoho Sheet that I want to sell to other people, can I do this? How? Thanks.

  • Mobile Display Issues on Zoho Sites After Recent Update

    Hello! I’m currently facing an issue with my Zoho website that I created for my small business. After the recent updates, I’ve noticed that my site is not displaying correctly on mobile devices. Specifically, the layout appears distorted, and some elements

  • How to add new widgets?

    Searched and searched and cannot find anywhere. Why is everything so hidden in zoho! Why is there not a button right here that allows me to create a new one, why is it buried somewhere else! Zoho's UI is so infuriating

  • Submit Ticket from Custom Form on Website

    Hi I would like to create new tickets from our custom form on our website including some custom fields like serial number. I would prefer PHP to create the ticket. I know there is the Zoho webform but we would like to create our own. I have now read into the API and with AuthToken this would work with PHP but it is deprecated  and will not be supported any more in the future, so this not an option. OauthToken on the other hand needs an interaction from the ticket creator (customer) which we would

  • Customising Sign Up Page in Zoho Help Centre Sandbox

    Hi, I would like to customise the Sign Up page in my Help Centre Sandbox Environment but when I try to access it I get this message: What setting or permission do I need to achieve this? Many thanks, Kunal

  • How to interact webhooks with Creator?

    How can I interact webhooks from external websites with Zoho Creator?  I'd like to get notifications from external websites (Stripe, Zoho Subscription, etc.) These notifications are coming as HTTP POST request from those servers, on maybe daily, monthly or based on any events.  How should I prepare my app in creator to receive these requests? Where and how to should I program in Deluge if I'd like to add some part of the JSON/XML data to my form?  Thank you BR, Balazs

  • How do I get at the data in "Partially Saved Entries"?

    Hi, Zoho Newbie here - I'm helping to support an existing Zoho installation, so this is all a bit new to me. I have to say, I'm liking what I've seen so far! We've just spotted that we have a number of respondents to our forms who don't end up submitting

  • Static Prefill URLs Functionality in the App

    Hi, It would be great to be able to use the same functionality within the App, so create the Static Prefill URL as today and be able to use online as today, and then have an area within the App showing these Entries that can be pressed and opens the form

  • Excluded transactions in Banking

    Why are the payees not checked when 2 payments are for the same amount to avoid exclusion? If there are 2 ( or more ) payment amounts which are the same then they are automatically excluded, this should not happen unless the payee names are the same

  • Zoho People > Performance Management > Appraisal cycle

    Hello All I am using this 2 users to test out how it work on Performance Management User 1 - Reportee User 2 - Reporting Manager : Li Ting Haley User 1 : Self Appraisal Error How do i fix this error?

  • Item Batch Creation/Updation

    I have a requirement to integrate a local system with Zoho Books. I need to create items in Zoho Books with batch tracking enabled, but I couldn't find a specific API for that in the Zoho Books API documentation. Is there a dedicated API endpoint to create

  • Troubleshooting Delays in Zoho CRM Automation Workflows for Lead Status Updates

    Dear Zoho Community, I am refining a sales pipeline in Zoho CRM, implemented in May 2025, to enhance efficiency for a small business managing client leads. While the CRM effectively tracks leads, I am encountering delays in automation workflows that update

  • transforming 1D tables to 2D and the other way round

    Does Dataprep have tools to convert 1D tables to 2D tables and the other way round? The actions that are commonly called "pivot" and "melt". What I mean is transitioning between these two kinds of table: 2D id ____ name ____ surname ____ age 00 ____ Matt

  • How I Migrate data from one SharePoint Tenant to another

    I want to perform SharePoint tenant to tenant migration, but the problem is I don't know how to do so. I’ve heard about different SharePoint Migrator, but I’m not sure which one is the best for this type of migration. Any guidance would be really he

  • authentication

    We cannot connect via IMAP. We are receiving the following error: Error: You are yet to enable IMAP for your account. Please contact your administrator (Failure)

  • Edit email address that appears on invoice

    Hi How do I change the email address that appears on invoices, it is showing the email address that i used to sign up to zoho with but I want to change it to another email address that we use for accounts. also is there a way to edit the position of a

  • Zoho People > Candidate Form > error Editable Primary Lookup is needed to set add permission

    Hello All I have try to turn on the add feature in the candidate form It show the error Editable Primary Lookup is needed to set add permission What is missing from my side?

  • Adding Columns to Reports

    Hi, Is it possible to choose fields to be added as columns in the reports? Thank you.

  • How do I automatically assign the project owner for all tasks in Zoho Projects?

    I have been researching for days on how to automatically assign all the tasks to the project owner on creation of the project in Zoho Projects. I have been having to go in and manually change all the task owner from 'unassigned' to the owner of the project

  • CRM Kiosk - Action for GetRecords

    I have a Kiosk screen with GetRecords and want to use the selected records in a custom function. My particular case is to set a lookup value on the selected records. Generally speaking though, I want to work with the selected records in a function. I

  • Email for customer to provide payment information

    Is there a way for customers when you set up a subscription to get an email that prompts them to put in their billing information to start their subscription? Also, can you show the subscription in their portal?

  • Unable to display field label from a hidden Single Line Textbox in Description

    Hi folks, I'm unable to display my hidden field, e.g. ${zf:SingleLine4} , in my description. I'm pre-filling this hidden Single Line Text box via "Field Alias - Pre-fill URL" settings. I noticed that my decimal form fields work, e.g. ${zf:Decimal}, and

  • Lookup fields

    Is there any way to add Lookup fields to Zoho FSM -- I do not see the option but I see default lookup fields in different modules

  • Zoho Analytics - Bill Table

    Hi I am new to Zoho and mainly work in Books. Recently learned of Zoho Analytics and am exploring it to create reports that would be useful for me. For example, I want to create a bills cash forecast by week for cash flow planning. When I start to create

  • Creating a tax - amount table in Analytics

    Hi everyone, I would like to create a report in Zoho Anayltics that creates the tax and amounts in a table. I have been able to create a report that shows me all the tax accounts, but I can't get it combined with the amounts of the accounts. Is there

  • Is it possible to do custom domains on test accounts that use saml setups?

    In Zoho Billing, Is it possible to do custom domains on test accounts that use saml setups for the customer portal?

  • No chat option

    Chat option is not available in Android app.

  • How to add custom templates in zoho sheets mobile

    How can I add custom templates in Zoho spreadsheet mobile?

  • Order Items

    Hi .. We have to implement orders with line but each line should have a separate record and not as a subform, does anyone have experience with that kind of solution what is the best practice for that kind of thing Thanks

  • Next Page

  • Announcements

  • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

    Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with

  • Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

    Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join

  • PDF Annotation is here - Mark Up PDFs Your Way!

    Reviewing PDFs just got a whole lot easier. You can now annotate PDFs directly in Zoho Notebook. Highlight important sections, add text, insert images, apply watermarks, and mark up documents in detail without leaving your notes. No app switching. No

  • Looking back at Zoho Calendar in 2025

    Hello Zoho Calendar Community, As we step into a brand-new year, we’d like to take a moment to thank you for being an active and valued part of the Zoho Calendar community. Your trust, feedback, and continued engagement motivate us to keep evolving and

  • Why hybrid project management might be the best fit for you?

    Project management techniques are designed to equip teams with proven methods for easy and efficient project execution. While management teams may have apprehensions about adopting the hybrid method of project management, we’ve compiled the top reasons

  • Most Discussed Topics

  • Notes badge as a quick action in the list view

    Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

  • No funcionan correctamente el calculo de las horas laborales para informe de tickets

    Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de

  • Basic Plan Active but Survey Creation Still Limited to 3 Surveys

    I have an active Basic (Monthly) subscription (valid period: Dec 24, 2025 – Jan 24, 2026), but the system still limits survey creation to only 3 surveys, which matches Free plan behavior. The subscription appears active in Portal Information, however

  • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

    Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

  • Sending automated messages that appear in the ticket's conversation thread

    Good morning, esteemed Zoho Desk community, warm greetings Today I am here to raise the following problem, seeking a solution that I can implement: I need to implement an automation that allows me to send reminder messages to customers when I am waiting

  • Sticky Posts

  • Looking back at Zoho Calendar in 2025

    Hello Zoho Calendar Community, As we step into a brand-new year, we’d like to take a moment to thank you for being an active and valued part of the Zoho Calendar community. Your trust, feedback, and continued engagement motivate us to keep evolving and

  • Product Updates in Zoho Workplace applications | December 2025

    Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this December. Zoho Mail Block emails without notifying the sender Block emails without sending a rejection notification

  • Tip of the week #26: Import/ Export calendars in Zoho Calendar.

    Any calendar on the web or calendars that you create in any other calendar application can be imported in to Zoho Calendar. This will help you to add the events from the calendars that you import to your Zoho Calendar. You also have the option to export

  • Good news! Calendar in Zoho CRM gets a face lift

    Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

  • What's new in Zoho Sheet: Simplify data entry and collaboration

    Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally

  • Top Contributors

  • Sunderjan Siddharth

  • Shivani | Zoho Desk

  • Ram Freedman

  • Ishwarya SG

  • Sagar S