Recent Topics
Newby Questions
Q1. The top bar of Zoho Books has a "Search in Banking (/) " field. What is the proper use of this text box? - Searching for Amazon for example has no results but there are transactions. - Is the search case sensitive? - Are regular expressions allowed?
Add Custom Fields only in Customer module and not on supplier module!? Is not there a way to do that!?
I am trying to create custom fields on clients module but it also gets created on suppliers module; which of course does not make sense at all as a lot of custom fields are client or supplier specific but never both. I am missing something? This seems
Inventory "Bulk Actions" button - add more fields to "Bulk Update > Select a field"
Can we not get a lot more actions that are commonly used by customers into the "More Actions" button on the Inventory list? More fields listed in the Bulk Update > Select A Field? Possible Bulk update Fields Preferred Supplier ( to quickly move items
Using Email Triggers on Zoho Flow
Hello, I'm sending the email to create the variables as this article says: https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/email-trigger#How_email_trigger_works But the collection of the variables only seems to work when the
Zoho Bookings - Provide Appointment System ID in Zoho Flow Variable
Hi Bookings Team, It would be great if you could provide the system record ID for appointments as a variable in Zoho Flow trigger outputs and Fetch Appointments action. This would allow us to create a dymanic URL which can be clicked by a staff user to
Tip #7: Customize the appointment confirmation page
A confirmation page plays a crucial role in creating the first impression, as that's where customers land when booking with you. It shows your brand identity, engages your audience, and drives more conversions. Yet, this section is often overlooked when
WhatsApp Calling Integration via Zoho Desk
Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional
Show backordered items on packing slip
We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that things
How do you create an event/meeting in a different time zone?
Does anyone know how do you create an event/meeting in a different time zone?
Deluge Learning Series – Mastering file handling in Deluge | April 2026
The Deluge Learning Series is conducted on the fourth thursday of every month. In each session, we discuss built-in functions and statements in Deluge and demonstrate how they are used across different Zoho products. With practical examples and real-world
Multi-currency and Products
One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There
Editing recurring tasks
Hi there, I use recurring annual tasks quite often but sometimes I have a contact leave an organization so I want to re-assign that annual task to a new contact. When I go into the task to change the contact it only does so for the current year. Future
On Duty Requests - Zoho People Data
Hello Team, We are currently using the On Duty Form to record Work From Home (WFH) requests in our organization. However, we are facing an issue where pending On Duty requests are not appearing in the Attendance Module. For example, if I submit On Duty
Styling for Subform Fields using client script
Currently we can add styles to list and detail page for fields using .addstyle in the Client Script But that is missing for fields of Subform We would really like the feature to addstyle for subforms in the detail page Can you please consider adding it,
Zoho Commerce -
Zoho Commerce currently only allows merchants to define the United Kingdom as a single shipping zone, which creates a significant issue for businesses operating between the EU and the UK. Under the Northern Ireland Protocol, Northern Ireland follows EU
Add a way to connect Log360 Cloud logs with Zoho analytics
Hi, Several month ago Log360 Cloud was added to zoho one - and this is great. But as far as I see there is no prebuilt way to connect Zoho analytics to the logs we have in Log360 Cloud. Please add a prebuilt connection like we have for so many other zoho
IP flagged as abusive
I'm getting the error that 136.143.188.15 is listed as abusive. I've checked with mxtoolbox.com and it is indeed in the list
date & datetime client script getInput types
Please add date & datetime as available types for the getInput client script function. https://www.zohocrm.dev/explore/client-script/clientapi/Client#getInput
Approval Workflow Not Triggering When Status Updated via Custom Button
Hi Team, I’m facing an issue with an approval workflow in my application. I have a workflow that updates a record’s Status field from “Pending” to “Waiting for Approval.” I have configured an Approval Workflow with the condition: Status = "Waiting for
Data Import
Hello Latha, Is there any option to enable data import option in Equipment module? Best regards, Chethiya.
Unable to Access /crm/v7/taxes – OAuth Scope Mismatch in Zoho CRM API
I am currently integrating Zoho CRM (v7 API) with our system and I need clarification regarding the Taxes API and OAuth scopes. Context: We are creating Quotes via the API (/crm/v7/Quotes) Each quote contains line items with taxes (e.g., TVA 19%, 10%,
Email from CRM being Blocked or Marked as Spam by Google (and maybe more)
In the past 24 hours we’ve noticed that emails sent via Zoho CRM are being blocked or flagged as phishing, particularly by Google. The issue seems to occur specifically when emails contain links. URLs like www.domain.com or www.example.com are automatically
Marketing Tip #29: Make it easier to shop by grouping products into collections
A well-organized store helps customers find what they want faster, which directly improves conversions. When products are grouped into clear categories or collections, shoppers don’t have to scroll endlessly or search manually. It also makes your store
【無料/オンライン】4/30開催|Zoho ワークアウト(オンライン勉強会)
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Zoho Desk - Support Plan by Time Log Hours
Hi Desk Team, When creating a Support Plan, it would be great to have an option under Plan Type for Time Based Plan. This would be based on the number of work logs created for a customer account. It's very common to offer a support contract which has
Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?
First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the
How to set custom Sales Order numbers
I am trying to create Sales Orders with data from Jotform submissions. Auto number generation is disabled within Books. Whereas the flow Input recognizes the number (40732 in this example), the Output does not. How can I fix this? I'd like the number
Zoho Commerce - Mobile App Order Creation
Hi Commerce team, I would like to suggest a feature for the mobile app that would make it much easier to create and process orders on the go. Problem Currently, while it is possible to create a Sales Order in Zoho Inventory, the process is not optimised
Zoho books - Project Module - Itemised expenses
Hi All, I heavily use the projects function in Zoho books and can work for one client for successive weeks, providing labour and incurring the occasional general expenses. As an example, during the one purchase, I purchase 10 widgets and of these 10,
Integrating FaceBook Ads into MarketingHub
I would like to track the clicks from a FB Ad campaign into my website via marketinghub. I cannot currently add a MH form directly to my FB page, as I receive an error telling me I need at least 2000 subscribers on FB to be allows to do that (yikes!) What is the best way to set up MH so I can track which FB are converting well? I know I can reach the FB reports directly, but these do not track conversions from the MH forms on my website. Best regards, Joe
Full Module-Level Access Control for Custom Profiles in Zoho Projects
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding access control limitations in custom user profiles within Zoho Projects. Current Behavior: We created a custom profile intended for support agents,
How to save custom report for future use ?
Dear, How to save custom report for future use ? Thanks & Regards Shamnad 94460055258
Need to be able to save Customized Reports
There are several standard reports in zoho books. Each of these can be 'customized' with various parameters - BUT, these cannot be saved for re-use later. In several of the zoho modules you can customize a search list (eg for Estimates or Invoices etc)
A few suggestions for Zoho Books
Hello. I've been evaluating Zoho Books for a small law firm practice. The interface is solid and I like the integration of accounting and time tracking, which is hard to find among cloud based services. I have a few suggestions that would be very helpful in determining whether we can adopt Zoho Books: 1. Be able to assign bills to clients/projects. Quickbooks desktop allows this and is very helpful in keeping track of bills that haven't been paid, but will be invoiced to clients as an expense. Creating
Book project costs to tasks
Hi all, New to zoho but far from new to this sort of platform. I've been scouring the web for a suitable platform for my growing business. I'm currently using Xero and WorkFlow Max but it lacks a key need. I signed up to zoho projects and books to test
Project expenses in Zoho Books
Just the way timesheet is used to calculate labour cost for a particular project, how do i record other expenses against a project such as materials and consumables used for the project? So that under report, I can view the total amount expended on each
Supplier Purchase Orders applied to a Project
We are finding it difficult to decide the best way track project expenses in Zoho books and would like to know how other users are handling this task. We provide Professional Services and engage 3rd party Suppliers on most projects and provide them with
Zoho TeamInbox stuck / unusable – possible orphaned organization?
Hi all, I’m running into an issue with Zoho TeamInbox under Zoho One Trial and wondering if anyone has seen this before. We’re trying to set up a shared inbox for orders (orders@), but TeamInbox appears to be in a broken state: • The app does not load
Audio transcript not working in Zoho notebook
Greetings all! I'm enjoying the Zoho notebook as I tested out over other notebook applications. I would really love the audio transcripts to work as that would save us a lot of time so that we can utilize the notes from an audio recording. Currently when
Re: Application Architecture in Zoho Creator — A Platform-Specific Deep Dive
A recent community post on application architecture made some excellent points about planning architecture early in Zoho Creator projects. The core message is right — Creator applications have a habit of growing organically into maintenance nightmares,
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