Recent Topics
Any way to "Pay with Check" or "Refund with Check" for Credit Notes?
When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,
CRM Mobile reports
When our engineers finish a job they like to email the customer a job report. This is best done todate as an email template but we can find no way to include an image field from that module. Is there any other options?
¿How to integrate Zoho Inventory to Zoho SalesIQ?
Is it possible to integrate Zoho Inventory with SalesIQ? I want to integrate it because I have a bot in Zoobot that uses a ChatGPT assistant. I need it to check the inventory of our items so it can determine whether or not our items are available.
When Zoho Tables Beta will be open to EU data center
Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!
Start Form on a different page (i.e., hide form pages)?
I have a Zoho form that uses the `Field Alias - Prefill URL` feature. My goal is to have a pre-filled field that directs the user to a specific starting page in the form. For example: The URL will have a field alias that will auto-populate a field with
How can we disable "My Requests"?
We are not using this functionality in our system at all and our users get confused.
PayPal payment received recording problem
Hi, A little while back one of our customers used the PayPal payment option to pay an invoice For some reason though the payment is showing up twice within the Payments section of the invoice! Instead of setting the invoice value to ZERO, it now shows a negative value Anyone else face this problem? I've checked PayPal and there is only 1 payment in reality... A bug? Actonia ps: for anyone from Zoho Customer Service or tech team, its Invoice 785 in our account
server response: 451.4.7.1
Good day. Some email clients of our domain receive an error about sending and receiving letters. while for the rest everything works fine. access to the mail made by pop protocol. Bless the mistakes: "server response: 451.4.7.1 System error".
string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error
Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for that
How to mute chat notification sound by default in Zoho SalesIQ?
We’ve recently embedded the Zoho SalesIQ chatbot on our website, and we’ve noticed that notification sounds sometimes play even when the visitor hasn’t interacted with the chat widget yet. We’re trying to understand two things: Why do these sounds occur
Kanban View for Projects.
At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.
How to Hide Article Links in SalesIQ Answer Bot Responses
I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?
Add RECURRING option when adding email to calendar events
When you add an email to a calendar event, there is no option to make that new calendar event into a recurring event. It is counterproductive to make an event from your email to then have to go to your calendar, find the event, and make it recurring.
LINE Auto Message Connect to Zoho
When I integrated LINE into the CRM, I was prompted to disable “Chat,” “Auto Response,” and “Greeting Messages,” and to enable the webhook. However, since I have already set up some auto-reply features in LINE, including Rich Messages and greeting automation,
Option to block bookings from specific email address or ip adresss in zoho booking
Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have
Threaded conversations for emails sent via automation
Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during
Create folder is fetch fails
coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying
Meetups de Usuarios de Zoho - Noviembre 2025
¡Hola, Comunidad! Durante el mes de noviembre celebraremos los Meetups de usuarios de Zoho, encuentros presenciales pensados para quienes queráis mejorar vuestras estrategias de lead nurturing y aprender a sacar el máximo partido a herramientas como Zoho
Introducing 8 New Connectors in Zoho DataPrep!
We’ve just made data management even easier - Zoho DataPrep now supports 8 new external connectors to help you build more robust, scalable ETL pipelines. Why it matters: ✅ Broader data access ✅ More automation, less manual work ✅ Smarter pipelines, better
First day of trying FSM in the field.
What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app
How to Automate Email Sequence
I'm having trouble trying to set up a workflow to automate an email sequence. Once a group of emails in a Task has been tagged by a certain tag, I want an instant email template to be sent. After 7 days with no response, another email template would be
Zoho Sprints Android v2.0.4 app update: Item reminders, archive Epics, Kanban projects, Epic progress
Hello everyone! In the latest version(v2.0.4) of the Zoho Sprints Android app update, we have introduced various new features. Let's take a look at what's new! Item Reminder Stay organized and never miss an important date with the all-new Item Reminder
Credit Management: #3 Setting Credit Limit for Customers
Think about that one familiar customer of yours who always buys on credit. They usually pay on time, maybe a little late here and there, but not alarming. So, you are fine saying, "Sure, pay later." Then, one day, they place a significantly bigger order
Update on the client portal URL for Guest users
We’re updating the way Guest users access their Connect network. As part of this change, all client organization portals used by Guest users will now be accessible through a dedicated domain specific to each data center. The access URLs mentioned here
Unable to see Zoho contacts in Zoho app on ios
Hi Support Team, I am a new user, I have created my account and installed zohomail app on iOS 16 which works. I was also able to import my Gmail contacts into Zoho Contacts, which I can see. The problem is that I can’t see these imported cobalts in Zohomail
Task Due Date greater than 10 years.
We use recurring tasks in Projects where every week, month, year etc Some of our projects are greater than 10 years and we are unable to set a new due date because the difference between start date and due date is greater than 10 years. As an example
External User onboarding for zoho connect is not really intuitive.
So the external user is sent an invite, which has a button that directs them to login to zoho to view the invite, but if they don't have a zoho account, they cannot access that invite, which seems kinda silly, as there is not real way on for them to create
Hosting external websites on Zoho?
How can I host my external website on zoho? Do we have that option? I am currently with hostinger and am looking to switch to zoho. Kindly help. Thanks.
How to Add Time Formula Duration (hh:mm)
Hi everyone — I’m trying to create a formula field in Zoho CRM that calculates the difference between a “Call Start Time” and “Call End Time” and displays the duration in HH:MM format (for example: 1:04 for one hour and four minutes). My current setup
How can I calculate the physical stock available for sale?
Hey Zoho Team, I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics. Can you please let me know how the physical stock available for sale is calculated?
Marketing Tip #4: Build your email list early
Email marketing has one of the highest returns on investment. Don’t wait until later; start collecting subscribers now. When you've got their attention, you can send them emails about offers, new product launches, seasonal greetings, and more. Try this
Is anyone else having trouble saving a custom image in their email signature, or is it just me?
When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working
Implementing Inventory Process
I am just starting to create an inventory system through Zoho for a nonprofit. We receive in-kind donations of items for kids, and utilize them in 2 or 3 different programs. Then families come in and take the items. I'm thinking of this structure: Our
Zoho Desk Domain mapping / Cloudflare CNAME not recognized
Hello, my website is behind Cloudflare and SSL. From the Cloudflare control panel I added a CNAME record such as support.mydomain.com pointing to desk.cs.zohohost.com but I'm stuck with the message "Make sure you've mapped the CNAME entry..."
I want to add my other zoho account in same pc
why does zoho restrict me doing many things as i also want to add my second mail account bit its not allowing me to do that
Search in Zoho Community Not Working
I realize this is a bit of a meta topic, but the search for the various Zoho Communities appears to not be working. I'm under the impression that they run on some version of the Zoho Desk platform, so I'm posting this here.
Capture Stripe’s Customer ID
Does anyone know of a way to capture Stripe’s customer ID that is created when the form/payment is processed? I would like to have the customer ID stored in our CRM so we could utilize in some custom functions down the road.
Custom Modules - Where are Comments??
In the standard ticket module and in the tasks module, we have an interactive comment box that we can post important details/notes and can tag others if needed. Where is this functionality for Custom Modules? Ideally, custom modules would have very similar,
Zoho Mail will not set up in Thunderbird
I am using Thunderbird 13.0.1 in Linux Mint 13 64-bit. I cannot set up my Zoho IMAP email in this client. This is evidently a common problem as evidenced by these postings in the Thunderbird forum: thunderbird can't seem to "find the settings" I cannot configure it for my zoho.com email account I can not get ZOHO to configure. Any suggestions? The best T-bird seems to be able to do is to refer these users to the Zoho forum. I believe the instructions in the Zoho help wiki are correct, although
Zoho ShowTime: Certificates of Completion - Award your learners with a sense of achievement
In our increasingly competitive market, professional trainers need to differentiate themselves if they are to survive. One way to do this is to focus on innovation and deliver an ideal learning experience. By developing a renowned certificate program that provides learners with a specialized skill set for a particular industry, both trainees and future prospects will recognize the trainer's leadership in that field. This can help with long-term growth, revenue generation, and even marketing and branding.
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