Mise à jour de Zoho Books – France

• Topic Participants

• Kinjal Lodaya

  

• Louis Cuvelier

• RAIMBAULT Ageona

• Crentz

• Alexandre Vurlod

• Sticky Posts

• Recommandez Zoho CRM Plus à vos amis et gagnez des crédits !

  Bonjour à tous,   Vous aimez travailler avec Zoho CRM Plus ? Et bien vous avez maintenant la possibilité de le recommander autour de vous pour aider votre réseau à améliorer son expérience client. Et bien sur c'est gagnant-gagnant ! Comment cela fonctionne

• Découvrez Zoho Workplace

  Bonjour à tous ! Un domaine personnalisé est devenu une nécessité absolue, non seulement pour les grandes entreprises, mais aussi pour les petites ou, dans certains cas, les familles. Nous avons toujours pensé que se lancer ne devrait pas coûter cher,

• Découvrez Zoho Learn

  Bonjour à tous, Nous sommes très heureux de vous présenter Zoho Learn ! Commençons par vous expliquer ce qu'est Zoho Learn et comment il peut vous accompagner dans vos processus de formation. Qu'est-ce que Zoho Learn ? Zoho Learn est une solution complète

• Recent Topics

• Add Support to Upload Inventory Items with Categories or Enable Separate Upload for Inventory Categories

  Currently, Zoho Inventory does not support uploading new items along with their parent and sub inventory categories using the item import feature. This creates challenges for businesses with structured inventory hierarchies when trying to upload items

• i need active of my whatsapp business number in zoho

  i am waiting from 3 days for active of my whatsapp business account in crm ,its too late to configure.its just showing account details i can't able to know its connected or not anything else

• Sub-Form Padding in CSV Export

  Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad

• Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

  Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s

• Analytics Dashboard User Filters Default Value

  User Filters on Dashboard do not allow Unknown to be set as a default filter value. I have to include NULL values in my dashboard among other values but I can't include NULL/Unknown by default in Dashboard User Filters.

• Microsoft is retiring Exchange Web Services (EWS): Here's what it means for Zoho Mail users

  Microsoft has officially announced the retirement of Exchange Web Services (EWS) for Exchange Online. If your organization is planning to migrate from Microsoft 365 to Zoho Mail, you may be wondering what this change means for you. The good news is that

• Zoho Writer page break in a merge repeating region always adds an unwanted blank page

  Hi I'm merging a Zoho CRM record to a Zoho Writer document with a repeating region to display subform records on their own page within the document. When I try to insert a page break in a repeating region, the resulting merge always adds an unwanted blank

• ZeptoMail account pending review, SMTP blocked with relaying-issues

  Hi ZeptoMail team/community, Our ZeptoMail account has been pending review for more than 3 business days and still shows: “Your account is yet to be reviewed.” I already created a support ticket, but have not received an update yet. Ticket details: Request

• Zoho ERP | Product updates | June 2026

  Hello users, We launched Zoho ERP on January 23, and since then, our goal has been to help businesses streamline and manage their operations with greater efficiency, flexibility, and control. Since the launch, we've continued to enhance the platform every

• Tip #83- Give Customers a Faster Way to Reach You with the Quick Support Plugin – 'Insider Insights'

  Hello Zoho Assist Community! Think about the last time a customer needed urgent support. They emailed in, waited for a response, got a session link, couldn't find it in their inbox, called back, and by the time the session actually started, a good chunk

• How to Open .mbox file in Gmail with Attachments?

  Gmail offer users to backup INBOX folder in .mbox file format via Google Takeout Feature. Howver there is no such option to Restore Gmail MBOX. Thus I would like to suggest you to choose an alternate approach i.e. MBOX to Gmail Wizard. This utility will open .mbox file in Gmail with attachments.  Steps to open MBOX file in Gmail are; Run MBOX to Gmail Wizard Click Add File and add .mbox file. Enter your Gmail login credentials. Click Convert button. Finished! This is how you can open MBOX file in

• Seperate rating scales for KRA's and Competencies in appraisals

  Is there a way to set-up different rating scales for KRA's and Competencies?? I would like to have; Met/Not met for KRA's and a 1-5 scale for the competencies I know how to set up custom ratings but it spans across both sections and I need them to be

• 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

• How do I set the value of a Lookup field in SlyteUI?

  I am using the "crm-field" component in a SlyteUI project (code attached) https://www.zohocrm.dev/explore/slyteui/ui-components/crm-field/api#Properties The client would like to have this field pre-populated with a value. When I try to input the record

• Mise à jour de Zoho Books – France

  Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre

• CRM Developer Update: Mandatory field behavior changes in Zoho CRM APIs

  We are planning a few updates to Zoho CRM APIs that are expected to be rolled out by the end of October 2026. These changes are not live yet. We are sharing this early so developers and partners can review the impact and prepare in advance. What is changing?

• Show Available Stock as a Column in Item Views (Including by Warehouse)

  It would be very useful to have Available Stock as a standard column in the Items list view. Currently Stock On Hand does not show the real picture for businesses managing orders and inventory. Example: Stock on Hand: 100 Committed to Sales Orders: 80

• What's New in Zoho POS - July 2026

  Hello everyone, Welcome to Zoho POS’s monthly update, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how July went. Support for Saudi's ZATCA Phase 2 e-invoicing We have added support for ZATCA (Zakat,

• How to make Contact a Help Center User

  I see a "IsPortalUser" checkbox on each of the Customer account, but I am unable to check the checkbox. How is this configured?

• Introducing the new Fields API

  Hello everyone, Greetings from Zoho Desk's API corner! With the rising need for integrations to connect multiple tools in businesses, APIs need to be adaptive, reliable, consistent, and ready for dynamic operations. To support better performance, efficiency,

• Service locations are tied to contacts?

  Trying the system out. And what I discovered is that it seems that the whole logic of the app is, I'd say, backwards. There is a Customer - a company. The company has contact persons and service locations can be associated with different contact persons.

• Zoho ResearchStudio Shutdown Notice

  Hi ResearchStudio fam, We are writing to inform you that Zoho ResearchStudio will be discontinued from Oct 5, 2026. Thank you for being a part of our journey and for trusting us with your qualitative research work. What this means for your data: Your

• SlideShare Downloader PDF not syncing in Zoho WorkDrive

  Hi everyone, I use SlideShare Downloader for save study PPT and PDF files. After download I upload files in Zoho WorkDrive, but sometimes PDF preview not showing or sync take very long time. Small files work okay but some bigger presentation files have

• メモの保存場所、見直しませんか？― Zoho Notebookで始める情報管理

  ユーザーの皆様、こんにちは。ゾーホージャパンの朝香です。 AIを利用した業務が広がる中、AIによる情報漏洩対策を進めている組織も多いのではないでしょうか。 一方で、日常的に使っているメモの管理については、対策できていますか？ 業務中のメモには、重要な情報が含まれていることがあります。 そのため、AIへの入力だけでなく、メモの保存先についても是非確認をおすすめしたいと思います。 そこで今回は、使いやすさだけでなく、セキュリティにも配慮して設計されたZohoのノートアプリ「Zoho Notebook」をご紹介します！

• Zoho Sheet offline is now live on iPhone

  Hello everyone, We've just rolled out offline support for Zoho Sheet on iOS—you can now create, edit, and analyze spreadsheets on your iPhone without an internet connection. Offline support has been a sustained priority for us. We're on the verge of bringing

• You can now sync records from Custom Modules in Zoho CRM

  p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0.0cm; font-size: 12.0pt; font-family: Cambria; } p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin-top: 0.0cm; margin-right: 0.0cm; margin-bottom: 0.0cm; margin-left: 36.0pt; font-size: 12.0pt; font-family: Cambria; } p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin-top: 0.0cm; margin-right: 0.0cm; margin-bottom: 0.0cm; margin-left: 36.0pt; font-size: 12.0pt; font-family: Cambria;

• Zoho ERP | Product updates | July 2026

  Hello users, We're back with another round of updates to help you streamline your operations. This month's release brings new features and enhancements designed to help you work more efficiently. Read on to discover everything that's new in Zoho ERP this

• Fixed cost per task

  Is there any way to assign a fixed cost per task, but track time for internal reporting? Don't see a way to do this currently.

• Please critique my CRM design

  I run a disability healthcare business with 2 business units. We run on Zoho One and are re-designing our CRM. We have developed the design concept ourselves, and I am hoping to get some critical feedback: 1) Noting that this is an early design of the

• Set custom date creation for ticket using API in Desk

  Hi. all.. I want know if is possible to add ticket with custom creation date via API... This would to be great because we are moving from another platform to Zoho and we have need to keep all statistics for old tickets also. In api docs i didnt see nothing about custom date in ticket creation but i would prefer a confirm from comunity/support. Thank you P.S.: Sorry for bad english language

• Allow Shopify / marketplace orders to be cloned

  Many businesses now use Shopify as a B2B ordering portal, not just a D2C ecommerce website. For B2B businesses, once these orders are imported into Zoho Inventory, Zoho often becomes the main system used to manage purchasing, stock, fulfilment and customer

• How to Display a Logo Image on a Public Form?

  I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:

• Possible to define default font and size in Zoho Campaigns?

  Is it possible to define a default font (font, size and colour) for the text, H1 and H2 in Zoho Campaigns? For example: In a campaign, I add a text block, and the text is automatically century gothic, size 11, grey (6f6f6e) by default? Thank you!

• Set Custom Colurs/Fonts/Style

  I know I can save blocks as books marks but it would be nice to be able to define a custom colour pallet, the style of the H1, H2 etc to save me having to copy a previous block and set them manually over and over again. Since the colour picker doesn't

• Stop Zoho Projects From Automatically Adding Client Users

  I have a custom function that creates a Zoho Project for every Quote attached to a Deal when it moves to Closed Won. Everything works fine, except for the fact that connecting a Zoho Project to the CRM automatically takes the Contact associated with the

• Zoho CRM - Kiosk Studio: Build Once, Execute Multiple Times with Loops

  Hello Everyone, Introducing Loop Functionality in Kiosk Studio. If you've ever built a Kiosk that needed to perform the same action multiple times like updating a list of contacts, scheduling calls for a batch of leads, or processing multiple products

• Switching from Notebook to another product, too unreliable

  Not only is the spell check worse than useless, now there is a lag AFTER EVERY KEYSTROKE! This makes it impossible to use when there are innumerable products which provide this basic function. I made the mistake of relying on Notebook and have so many

• Accidentally deleted a meeting recording -- can it be recovered?

  Hi, I accidentally deleted the recording for a meeting I had today. Is there a way I can recover it?

• Zoho Desk: A Estruturação do Atendimento ao Cliente na era da IA

  O mercado de atendimento ao cliente vem passando por uma transformação que não é apenas tecnológica, é também comportamental. As empresas que antes mediam qualidade de suporte pelo tempo de resposta, hoje precisam medir pela experiência completa, unindo

• API bookings/v1/json/appointment not adding additional fields he is returning this "customer_more_info": {"booking_form_type": "service"}

  Hi, I'm trying to add additional fields inside zoho booking appointment api and I'm passing same data as you told inside your documentation. He is returning following response "customer_more_info": { "booking_form_type": "service" } I'm using this parameter

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