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• Sticky Posts

• Four types of task dependencies

  "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise

• Tip: How to print the Gantt View

  Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones

• Task and Project numbering

  Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks

• Task Inline Editing Enhancement

  Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.

• Blueprint in Zoho Projects

  Often, we stumble upon tasks having the same status workflow. Repetitive task processes are tedious to handle, right? That’s why we have introduced Blueprint for task automation. Blueprint is a tool to organize tasks and automate them based on the workflow you design and the criteria you define.    How do I associate tasks with a blueprint? You can set the criteria while creating the blueprint such that when you publish a blueprint, the tasks that satisfy the criteria will be associated with the

• Recent Topics

• Dashboard Filtering with 2 query tables using one filter field

  Hi There, I have been using user filters on the dashboard and for the most part they are fine. However I have one issue I would like to see if there is a fix for it. I have a main query that most of my widgets use. Then I have a second query for another widget. The dashboard uses the field "brand" in the main query for the filter.  The second query uses the main_query.brand field alongside fields from a second table. I have set the widget to use main_query.brand as a filter, but when the dashboard

• How to get static reports via Desk API

  Hello, we are hoping to use the Desk API to automatically export the default static reports in Zoho Desk, or reconstruct them via other API calls. What's the best way to do this? For example, if I want to recreate the Response Time static report via the

• Issue with adding “Roblox” as an answer option in Zoho SurveyО

  Hello Zoho Support Team, I’m experiencing an issue while editing a survey in Zoho Survey. For some reason, I’m unable to add “Roblox” as an answer option. The same issue occurs with any answer option that contains this exact combination of letters, regardless

• How to import MBOX to Gmail?

  In order to import or restore MBOX file backup Gmail account you can go for Advik MBOX to Gmail Import utility. This utility will import MBOX to Gmail or G Suite account without any configuration. This tool is considered as the most easiest and simplest process to perform email migration. Key Feature of this tool Import MBOX to Gmail in Bulk Maintain folder struture Retain Key elements Single Panel Interface 100% accuracy rate Download source : http://www.adviksoft.com/mbox/gmail.html

• Free webinar! Accelerate deals with Zoho Sign for Zoho CRM and Bigin by Zoho CRM

  Hello, Paperwork shouldn’t slow you down. Whether you’re growing a small business or running a large enterprise, manual approvals and slow document turnaround can cost you time and revenue. With Zoho Sign for Zoho CRM and Bigin by Zoho CRM, you can take

• Automatically set the default VAT percentage on a quote

  Every time I create a quote, I have to manually adjust the VAT and activate the checkbox for 21%. But all of our quotes include 21% VAT. So now occasionally, it happens that the checkbox is forgotten, and the customer receives an incorrect quote (without

• Don't understand INVALID_REQUEST_METHOD when I try to post up an attachment

  When I make the POST request (using python requests.post() for files): https://www.zohoapis.com/crm/v8/Calls/***************01/Attachments I get this response: r:{ "code": "INVALID_REQUEST_METHOD", "details": {}, "message": "The http request method type

• Bigin & Booking. Associate the appointment with existing customers in bigin.

  I tried to change the stage of the pipeline associated to a existing contact after he book a appointment in Booking. I use flow to create a event in booking when a appointment is done. But.... How can I relate the appointment with the existing contact

• Can Zoho Books support an Asset account as an item's purchase/COGS account? (Prepaid reseller use case)

  Hi everyone, I run a prepaid digital plan reseller business where I fund a vendor account upfront and draw it down as I make sales — essentially a float-based model, similar to a gift card or prepaid airtime reseller. The correct accounting treatment

• Quotes - Freehand line items - zoho crm

  Hi, In the zoho crm quotes module is it possible to add line items that are freehand typed? We have a business need to use the quotes module but the product nams/description, quantity, price, etc. needs to be freely typed rather than from a defined list

• TDS Payable report not Generating

  TDS Payable report for Last Quarter of FY 25-26 is not generating and giving error. Please get it rectified as soon as possble.

• Remove Zoho Header from Portals

  I have a portal page with custom domain. But when I print directly from a webpage, the Zoho CRM header shows. It kind of kills the branding aspect. Is there a way to get rid of this?

• Multi-column sorting

  Is multi-column sorting a planned feature for CRM? We are needing to sort by one column and then subsort by another column. I am just wondering if there is a planned feature that will allow this?

• Clearing Fields using MACROS?

  How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.

• Webinar Alert: Turn campaign leads into conversions with Zoho LandingPage and Zoho CRM

  Landing pages are great at capturing leads, but what happens after that is just as important. In this webinar, we’ll walk through how Zoho LandingPage and Zoho CRM work together to create a smooth flow from lead capture to follow-up and conversion. You’ll

• Catch-All Address: A safety net for misdirected emails

  Email is often the first point of contact with an organization. In many cases, a simple typo in a recipient's address can quietly turn into a missed message—a customer query never reaches support, a partner’s reply goes unnoticed, and the sender has no

• Need Assistance on Redirect URL or Button Based on Deal Stage

  Hello, I’ve developed a custom application and would like to achieve the following scenario: When a deal is moved to the Billing stage, an automatic trigger should execute and redirect to a URL that includes deal details such as Deal Name and Deal Owner.

• Zoho IMAP Access to mail doesn't sync messages

  As stated in the topic - I have company account email address setup, and it has ( as in the picutre ) ActiveSync and Imap access enabled. However the messages does not show up while logged in in Zoho Mail however when I log in in thunderbird everything

• 【無料／オンライン】5/21（木）開催｜Zoho ワークアウト ― ユーザー同士で作業・議論するもくもく会

  ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 5月開催の「Zoho ワークアウト」のご案内です。 本イベントは、Zohoユーザーが各自のテーマを持ち寄り、 作業を進めながら参加者同士で意見交換する「もくもく会」形式のオンラインイベントです。 「設定を進めたいけれど、一人だと手が止まってしまう」 「他社がどう活用しているのか知りたい」 「同じ課題を抱える仲間と話したい」 そんな方にぴったりのイベントです。 ▶︎ 参加登録はこちら（無料 / 残り3枠） URL：https://us02web.zoom.us/meeting/register/6ojuA778RqqWPOWzCaCU5Q

• i keep see there is a connetion issue connecting 3rd party api on zoho when using zia

  hi there , i have set up open ai api to zoho zia (copied and pasted to zoho zia) but I keep getting notificaiton "there is a connetion issue connecting 3rd party api on zoho" when using zia on top when click zia and try to type in word there

• Marketer's Space: Bookmarks by Zoho Campaigns

  Hello Marketers, In this week's Marketer's Space, we'll look at a simple yet powerful feature that makes a big difference in your workflow: Bookmarks. Bookmarks is a built-in feature in Zoho Campaigns that enables you to create a personalized library

• Tip #71 - Exploring Technician Console: Send Clipboard Keystrokes - 'Insider Insights'

  Hello Zoho Assist Community! Say you are helping a customer remotely and need to log into a system on their machine. You have the password ready on your end, but the moment you try to paste it into the login field, nothing happens. The remote screen just

• Images not saved in notes

  Created noteboards and create a note, copy pasted the image, close the note and open again, image is not coming this same problem occurs in note on notebook I have attached the replication steps as video url to analyse it, and also attached the videos

• New in Office Integrator: Apply conditional formatting to entire rows

  Hi users, We are pleased to introduce the ability to highlight entire rows based on a cell's value in Zoho Office Integrator's spreadsheet editor. For example, if your finance team tracks invoice payments in a spreadsheet, you can highlight overdue invoices

• 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, 

• How to get REST API of extension function in CRM

  I create a an extension using ZOHO Sigma for integrate ZOHO CRM and XERO and established two way sync but when I public my extension it's standalone function are not provide any type of access so I can't get REST API Key of standalone functions without

• A few Issues when using "Pay Bill via Check"

  We have quite a bit of issues with how paying for Bills via Check works. Would love some feedback from the Zoho team in case we are doing something incorrectly. 1. When we go from a vendor and select "Pay Bill via Check" option, we see ALL the outstanding

• Elevate your Radar experience: Best practices part 1

  In the Spotlight: Zoho Desk's Radar app Think about RADAR (Radio Detection and Ranging)? The system used to track and identify aircraft, ships, and vehicles using electromagnetic waves. Imagine what a similar “Radar” experience looks like for customer

• 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

• Automation Series: Auto-update Budget When Time is Logged

  In Zoho Projects, Summary fields enable instant budget sync by capturing Actual Cost and showcases it at project-level when a time log is added. This allows real-time budget visibility and helps teams stay within financial thresholds. Consider an event

• Preferred Name and Email Formats: Bring consistency to user identity

  A user's display name and email address are often the first identifiers that colleagues, partners, and customers see. Maintaining a consistent format across the organization helps reinforce a professional identity and avoids the confusion that comes from

• [Webinar] Solving business challenges: Standardizing document operations across your organization

  Hi Writer users, Every organization struggles with document inconsistency due to issues like multiple templates, outdated content in client-facing docs, and the lack of a standard review process. Zoho Writer streamlines the entire lifecycle with capabilities

• Account name not populating when importing contacts

  When importing a csv file to add contacts the account name is blank? Every other filed gets mapped and imported correctly, i.e contact name, phone number. However not the account name which I have mapped to "company" field in my csv file

• Requirements using Zoho Projects

  Is there a seperate Zoho application for Requirements (Requirements Repository) or a way to use Zoho Projects to store, track and organize software requirements

• Control who sees Timeline and Interactions in Zoho CRM through Profiles

  The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing Operations

• Billing Management: #3 Billing Unbilled Charges Periodically

  We had a smooth sail into Prorated Billing, a practice that ensures fairness when customers join, upgrade, or downgrade a service at any point during the billing cycle. But what happens when a customer requests additional limits or features during the

• Hide chart series by default (unchecked in legend)

  Hi, I’m working on a dashboard in Zoho Analytics and ran into a limitation I can’t figure out. Is there a way to have certain columns (series) in a chart hidden by default via the legend (i.e., unchecked), but still available so the user can enable them

• Zoho CRM - Restrict Login based on work hours

  Hi there, I'm wondering if we can restrict users to login during works - For example the users would be able to login from 8am to 5pm. I have seen the IP address restriction - the only downfall is what if the customer has dynamic IP. thanks Jiri

• ZDK.Client.showConfirmation() and showAlert() silently fail on Boolean/checkbox field onChange - anyone else?

  Hi community, I've been trying to show a message pop-up when a checkbox field is ticked. I'm using the onChange event on the Opporutnities create page. function onChange(value) { if (value === true) { ZDK.Client.showMessage( "Note: Message goes here.",

• Tip #22 Three ways you can split your text into columns

  When you're working with large datasets, you often have the problem of messy, inconsistent formatting, which makes analysis difficult. This is especially true when the data is being collected elsewhere and then imported to the spreadsheet, which can result

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