Related List Client Script
Noticed that now we support Related List Client Script. But I cannot find any guidance regarding this. May I know how to capture the chosen value?
Zoho Forms Layout Limitations Impacting Conversion
Hi everyone, I’m encountering some challenges with Zoho Forms' design and layout limitations, and I believe this is impacting the conversion rate of our website. Our goal is to capture as much information as possible from leads, but for UI/UX reasons,
How to add two columns in Zoho forms
I would like to have two columns in Zoho forms. How can i enable two columns?
Zoho Bookings <> Oulook
When a user has their Outlook connected to Bookings should it be able to recognise existing meetings and not give those as available options ? If so, how long is the sync time : ie If i were to put a private meeting at 3pm in my Outlook, how long would
where i can see estimated revenue
Don't allow scheduling service on same day
Is there a way when setting up a Service for people to schedule to not allow them to schedule it for the same day, only a future date? We don't want people scheduling their meeting/service without giving us time to prepare for it.
ZOHO BOOKINGS, Add Contact settings
How can I edit the add contact form, to change to not mandatory fields email or phone number? thanks
ZOho Booking and CRM integration.
We are using Zoho Booking wiht Zoho CRM in a custom module. Inside our module we use the option to book a meeting with the customer. This part works great we feed the field to the URL and everything work 100%. Now my issue is that I was not able to find
How do I delete a test email address to which I am supposed to send a test email?
How do I delete an email address added to a test email recipient that is no longer needed due to resignation or other reasons?
Happiness Feedback Report
Hello, I want to see all the feedback, which has been left on ratings in a report for all past tickets. Unfortunately, the pre-built happiness dashboard only lets you go back one month. When I create a report, I cannot add the column 'feedback' and I
Interest on late payments
Is this ever going to be implemented on Zoho Books? It's particularly annoying as its been working so well on Zoho invoice for the last year or so.
How do I see what participants see when I am app sharing in a meeting?
How do I see what participants see when I am app sharing in a meeting? In my view, I only see myself as active, but not the app (keynote on mac)
Items: Custom lookup field with values from a custom module?
Use case: I have created a new custom module called Makes to hold the names of thousands of different manufacturers. I am trying to create a custom lookup field for Items that uses the custom module. I am not able to select the custom module for the lookup
Clone Entire Zoho Boooks Organization, including all transactions for testing & training
Can Zoho Books support help with direct cloning of entire Zoho Books & Inventory Organization? including all transactions, just like a copy & paste or disk cloning. Is this possible?
Can't change login email address in zoho books.
Hello, Does anyone have any idea how to change login email in zoho books?
Zoho Site Vs. Wordpress website - which is better ?
Hi I have a Wordpress website hosted at hostgator. I use zoho CRM for leads , customers, scheduling , etc. I am considering moving my website to zoho sites. What are advantages and disadvantages to using zoho site compared to a wordpress website? On a scale of 1 to 10 , how good is zoho sites? zoho sites with being found by potential customer searching the web for products , services? I sell and service business phone systems into local markets in California. My goal would be to increase
How to record chargeback in zoho books?
Hi all, Does anyone know how to record a chargeback transaction in zoho books? Thanks, Mo
workflow fields before assigning the ticket when the client opens the case by email.
I want to create a workflow that forces the technician to complete the mandatory fields before assigning the ticket when the client opens the case by email.
Answer to wrong email address
Hi Everybody! When we receive a customer request (let's call him Peter) on our info@abc.com mail address, we manually forward the email message to Zoho desk (support@). Of course, sender of that message is info@abc.com and Zoho opens a new ticket with "info" as the contact name and info@abc.com as email address (nobody can blame Zoho for doing that). We then edit the ticket and fill in contact name (Peter), account name (Peter Ltd) and email address (peter@mail.com) of the customer. When we answer
Need help with Zoho Billing/Subscriptions API
Hello, We need help in figuring out which APIs to use in the following scenarios to process customer payments and manage subscriptions. When 14 days trial period is over and subscription status in Zoho changes to "TRIAL_EXPIRED" , customer comes back
Multiple Filters? Question answered many times, but never satisfactorily
Hi. I love Zoho Creator. However, I would like to know more about creating a view that allows users to easily filter the records, using several filters at once. I know many people have asked this before, and mostly the answer given is "Use the search function, and search in each column for the required parameter" However, this is not a satisfactory solution for a number of reasons: 1) You have to know the exact value to search for (sometimes the value might be a two or three word answer)
Sendmail with filtered report as attachment - Best practice ?
Salut, I am scripting sendmail workflows with reports attached. I need those reports to be filtered. For example, a 10 subrows order would have 3 different suppliers, and I want those 3 suppliers to receive a copy of the order with only the subrows related
Will Zoho implement DANE?
I know that setting up DNSSEC and DANE is quite a risky process. But it will improve email security. With DANE, a server can verify a SSL certificate before connecting to the server. There are some RFC related to DANE which can be found here: DNS-based
How do I stop Notifications in Mail?
How does one turn off notifications for our Mail accounts? Why is an answer to such a basic question impossible to find in this community forum? Also, could you point us to the most current user guide so we don't have to spend time asking such fundamental
Turning off self view in Zoho Meeting
Hi Is it possible to turn off/hide self view in meetings? Cant see any options for it. Thanks
Is it possible to hide self view in Zoho Meetings
Hi - I want to hide my camera view when conducting meetings in Zoho Meetings. Most of my meetings are one to one with clients & I prefer to focus on them them on the screen? I've searched and cant find any options for this? Thanks Ro
Darshan Hiranandani : Can I hide my self-view in Zoho Meetings, and if so, how?
Hi everyone, I’m Darshan Hiranandani, looking for a way to hide my self-view during meetings in Zoho Meetings. I find that seeing my own video feed can be distracting, and I’d like to know if there’s an option to hide or disable it. Could anyone provide
FICHIER FEC - ZOHO BOOKS
J'ai testé le fichier FEC, disponible depuis quelques semaines dans zoho books pour les sociétés françaises. C'est une grande avancée car nous allons enfin pouvoir importer facilement (sans avoir à réaliser de complexes rapports dans zoho analytics) la
Time Zones
Hello, Is there a way to add a time zone in a Deal related to "bid due"? We work on projects across the world and even though some things adjust to my own time zone, I have found that any dates we manually enter - Bid Date, RFI Due Date, etc. do not appear
Create Zoho Project and assign a contact without account
I’m trying to automate the creation of new projects in Zoho Projects using Zoho Flow. In my setup, I often need to assign projects to individual contacts who don’t have an associated Account/Company in Zoho CRM—just a personal contact. When I create a
Update main form's Lookup value following the completion of a Subform within that same main form
Hi, It's quite a simple request but I'm struggling with getting the deluge to work smoothly. In short, I have a main form (Place_New_Order). Public users will be able to use it. They have a subform to complete with their contact details etc (name, email,
ZOHO LOGIN PROBLEM
Hello, my name is Bernice. One of the users in our company is having a problem logging into their system. They had two-factor authentication on their phone but unfortunately, they lost that phone. Now when trying to login to their Zoho people they are
Sync Zoho CRM Events with Google Calendar?
Hi, Is there a way to permanently sync all events from Zoho CRM with Google Calendar? I’ve seen that you can link Zoho CRM to Zoho Calendar and then connect Zoho Calendar to Google Calendar — but is there a way to sync existing and future events from
image cover div or original aspect
I changed my app's theme, and now when I return to the original theme, the images in my reports cover the entire div, whereas before they were displayed in their original aspect ratio. How can I change this? I can't find the option. I only see that you
Delete subform rows based on mainform input
I took my first adventure in getting ChatGPT to write some code for me this weekend. I want to ADD new rows, UPDATE existing rows and DELETE existing rows based on the input of a mulitselect lookup in the mainform. ChatGPT produced this for me which seems
Query about error on flutter build for android
I am having this error when building flutter for android. https://pub.dev/packages/apptics_flutter i followed the instructions here, modified to work on gradle version 8
Zoho Books Payroll
How am I supposed to do payroll and pay my employees with Zoho Books? I think it's pretty strange that an accounting software doesn't have the ability to perform one of the most common functions in business; paying your employees. Am I missing something,
DORA compliance
For DORA (Digital Operational Resilience Act) compliance, I’ll want to check if Zoho provides specific features or policies aligned with DORA requirements, particularly for managing ICT risk, incident reporting, and ensuring operational resilience in
Will Cliq support Streaming for AI / LLP resposne
Currently LLM APIs stream the LLM response token by token, since waiting for the entire response takes usually ~ 7-10 seconds. Is there any intention in supporting streaming in the Cliq platform? Namely, I'd like to build a chatbot in Cliq and I want
Amount Change -> Reason of update
How can I setup the CRM so whenever the Amount field is being changed, the user who changes it needs to fill in a reason of change -> Could be a Subform entry or even a note. I'm happy to use any of available features -> Workflows, Functions, Buttons,
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