Recent Topics
Is there a CRM Deluge function available to convert an RTF (rich text field) to plain text (with no formatting tags)?
I know that we can run reports so that RTF fields can either show as plain text or the text or the text with the formatting fields included (which is wonderful, btw, as it helps me adjust tags when I need to troubleshoot and just see what I need to see
【Zoholics Japan 2026】ITreview 口コミ投稿キャンペーンを実施します!
ユーザーの皆さま、こんにちは! 2026年9月25日(金)開催の「Zoholics Japan 2026」会場にて、 Zoho CRM・Zoho Workplace・Zoho Mail を対象とした「ITreview 口コミ投稿キャンペーン」を実施します! Zoholics にご来場いただく皆さま、ぜひこの機会に普段お使いの Zoho 製品について、率直なご感想をお聞かせください。 【キャンペーン内容】 対象製品: ・Zoho CRM ・Zoho Workplace ・Zoho Mail キャンペーン実施時間:
Goods in transit
When creating a purchase order in Zoho Books, how can I properly reflect the inventory as "Goods in Transit" until it reaches its final destination?
Contact removed when picking ticket template.
hi new to Desk rolling out to company, replacing Freshdesk. Is there way to keep the in context contact when selecting a template? When you choose a template you lose the contact!
Using IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
Bank Transaction Rules Link Under Each Bank Account
Hello, can you'll move the "transaction rules" button or link back under each bank account? It is now on Bank Overview, if I am working on a specific bank account, I don't want to go out to overview to check the rules. That button displays rules for all
Nested notebooks
Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.
Zia Agents looks promising, but I still cannot deploy my first agent or connect WhatsApp after weeks of support tickets
Hi Everyone, I am posting here because I am stuck and need practical help from someone who has successfully deployed a Zia Agent with WhatsApp. Zia Agents looks like a very promising product. I have watched the platform expand quickly, and I have noticed
Zoho CRM
Cuándo voy a adjuntar un archivo .pdf en un registro en el campo Archivo obtengo el siguiente error:
Transaction rules for "Owner's Contribution" ?
I have a bank account where a lot of the deposits are "Owner's Contributions" (i.e., the business owner investing money in the company). Is it possible to create a Transaction Rule to automatically recognize these? They all have the same verbiage from
Recording Salaries and wages in zoho books with bank fees
Hello Community, I am posting this questions to understand the best way to record the salary and payroll expenses in zoho books. The way it works here, For example if I have 3 employees and each employee salary is lets say $1000. I usually use the bank
[BUG] WebTabs in ZohoCRM now have a spurious "\" displayed along with some additional HTML Head code included
An example of the issue can be seen below:
CNIL - Suivi de Pixel
Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant
Scheduled import
The tutorial shows a scheduled import option but this option doesn't appear to be available when using Zoho DB.
#4 Choosing How My Invoice Should Look
Day 4: Meera had the basics sorted. Her business name was there, the address looked right, and her logo finally appeared where it should. But the invoice still did not quite look like hers. Her old studio used invoices that were clean, tightly laid out,
DYK 12: Turn Email into Work Items
Did you know you can add work items to your Zoho Projects portal directly from your inbox? The initial step of important collaborations start over an email, and most of these require an immediate follow-up by creating a task, or reporting an issue. During
Custom Function not getting package details when triggered from Workflow Rules.
I have a custom function for Packages that submits a form in our Creator app that we use to generate custom shipping labels (internal staff complete deliveries so we cannot generate shipping labels straight from Inventory). When the function is executed
how to Solve Conflict Invoices in Zoho POS
Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try
¿Cuándo estará disponible la edición de Zoho POS para México?
He estado revisando las capacidades de Zoho POS y su evolución dentro de la estrategia de Zoho for Retail, y me parece que existe una oportunidad muy interesante para el mercado mexicano. Zoho POS ya ofrece funcionalidades para gestionar ventas, inventario,
Need help with importing expenses
I'm using the template downloaded from the application. When I try to import my expenses, I get the message: Duplicate entry in the Expense Date column. Ensure it contains unique values. None of the rows will import. There are duplicate dates, but they
Important update for Zoho RPA Windows Agent users
Hi everyone, We would like to share an important update for Zoho RPA Windows Agent users running Windows Server 2016 or Windows Server 2019. The new Zoho RPA Windows Agent 6.0.0 and later versions are not supported on Windows Server 2016 and Windows Server
Multi-Option Estimates: One Estimate, Multiple Choices
Every service request can have multiple solutions. Multi-Option Estimates help you present these different solutions in a single estimate with its own name, parts, price, and total. Each option can differ in scope, approach, or price — whatever choices
Marketing Tip #32: Improve SEO and customer confidence with an FAQ section
Before making a purchase, customers often have simple questions about delivery times, returns, product usage, or sizing. If they can’t quickly find answers, they may leave your store without buying. Adding a clear FAQ (Frequently Asked Questions) section
ZOHO Campaigns in ZOHO Analytics - Campaigns vs Contacts Table
There seems to be information in the Zoho Campaigns table such as Unique Opens and Unique Clicks that can't be found in the Campaigns vs Contacts table where only Opens and Clicks are shown on a per contact level. Is there a way to bring Unique Opens
How to change an employee mail id
Hi, Does the administrator have the rights to edit an employees mail id.
Cousin Domain Verification in Zoho Mail: Identify and block look-alike domains
Phishing attacks often rely on domain names that closely resemble legitimate ones. This makes it difficult for users to identify fraudulent emails at first glance. Zoho Mail's Cousin Domain Verification feature allows administrators to define trusted
How do I add 2 agents under the same email?
I have 2 agents who use the same email address. I added one, but when adding the second agent, it says that the email is already registered. How do I configure this properly?
Updating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function
I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modify
Revenue Management: #3 Revenue Recognition Simplified
In continuation of the previous post on how to compute revenue recognition, let's explore a solution that helps businesses handle real-world complexities. While the Accounting Standards provide a clear framework for recognizing revenue, the real challenge
Associate project with timer on iPhone
When I start the timer without first associating a project (on my iPhone), its starts fine but now when I need to associate a project, and click on the link, I get a list of EVERY project I've ever put into Zoho Books. It used to just show active projects.
Sales Tax Refund on Commerce Order
I've looked high and low. Relatively new to ZOHO but not to systems in general. How do we produce a refund for sales tax charged and paid for by a customer in error? This does not impact inventory stock. Simply for accounting and getting the $ back to
Importing Chart of Accounts from Quickbooks -- "Debit or Credit"?
I'm trying to switch from QB to Zoho Books. I've prepped my chart of accounts and put it into the format following the structure of the sample CSV file. But one thing that does not exist at all on the Quickbooks side is the Zoho column for "Debit or Credit".
Long term pricing for customers managing multiple organizations
I've been using Zoho extensively for quite some time and genuinely think it's one of the most powerful and customizable business platforms available. Between Zoho Books and Zoho Analytics, I've invested a significant amount of time building automations,
Default Status for Appointments to Completed
We use Zoho Bookings integrated with Zoho Desk to book time for tech support sessions, we've configured it to only allow for a contact to book a single session to avoid customers overbooking time that may not be needed. The trouble is, once a session
Add ZeptoMail to Zoho One
Hi Zoho Team, I would like to request that ZeptoMail be added as a fully included application within Zoho One. Why this is important Zoho One is positioned as a unified business operating system that brings the applications an organization needs under
Item image on document
I know what I am asking may not be possible, but I will ask anyway, maybe I will get lucky, and someone else is doing it. My business is based on special orders only from various online stores. When I send a quote to a client, I generate a separate quote
Dashboard Metric Drill-Down Shows Stale Data
Summary: When clicking between different metric components on a custom dashboard, the drill-down list shows data from the previously opened metric instead of the one just clicked. Steps to Reproduce: Create a custom dashboard with multiple pre-defined/templatized
How to pass parameter through a anchor tag in html snippet
code :<a href="https://creatorapp.zoho.in/mkmtraining235/theatre-management-system/#Page:Movie_show_listing_page?Movie_ID=<%=movie.ID%>" class="movie-card" target="_self"> but when i try with the a text values it redirect to the first page that i createdbookingFormUrl
I am facing a problem with an if-else condition
If I use if, else if, and else conditions in Deluge with the same variable name, sometimes the variable causes an error because the same variable name is present in every block
Do you have software like Windows software?
We want swadeshi software
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