Recent Topics
Introducing Assemblies and Kits in Zoho Inventory
Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
Add picklist in subform lookup
Hello, I am trying to rewrite a script that works on a from as parent form, to the same form when is is a subform. Here is what I did in the form itself : RefCat = Offre_de_produits.distinct(Categorie_OFFRE); clear Categorie_LIGNE; for each Record in
Field Validation and Profile restrictions bypassed using Mass Actions
We have a Validation Rule that prevents ticket closure if the "Subcategory" field is blank. This has been working fine, but recently we noticed a few tickets per day somehow being closed without a "Subcategory". Upon further investigation we found the
Parent-Child Tickets using API or Deluge
Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the
Zoho Books | Product updates | May 2025
Hello users, We’ve rolled out new features and enhancements to elevate your accounting experience. From configuring approval at the module level to allocating landed costs to multiple bills, these updates are designed to help you stay on top of your finances
Date & Time Field | Minimum 24 hour notice.
I'm trying to use Zoho Forms to build a booking request form. I have the date and time field selected as the field users can select their booking time for. My issue is I need a minimum of 24 hour notice for each appointment. I have it sent to only future
Restricting Printing
Hi Is it possible to stop users printing documents?
Delete a department or category
How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.
Cliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
Ticket layout based on field or contact
Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup
Presenting the brand new Zoho Bookings!
Hello everyone, Greetings from Zoho Bookings! We're happy to announce a new version of our product with enhanced features to simplify scheduling, coupled with a sleek interface and improved privacy across teams. Here's what you can expect from the latest
Zoho RPA is now available in your Zoho One bundle!
Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? Zoho
Looking for basic script structure course
Hi, I am not a programmer, but try to learn on my own. I get a lot of good advises in this forum, and thanks, but I tend to ask the same questions since I do not remember comparable answers I already received. Is there a basic course of "scripting structure"
Check out in Meetings
Why there is no check out in Meetings of Zoho CRM, very difficult to track
How to let only account-bound products visible to users
Hello friends, I'm trying to leave only the Products linked to the accounts visible to Zoho Portal users. If the user clicks "All Products," they can open tickets incorrectly for products that do not belong to the account that are registered. Is it possible
Canvas Detail View Related List Sorting
Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?
Add Lookup Field in Tasks Module
Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).
RTL Support on iPad
hi I have this issue that when I create notes on my android app [in hebrew] all the text is aligned correctly to the right because I’m typing in Hebrew. But then when I open it up on my iPad, everything is suddenly aligned to the left and there is no
Sites Speed and Performance Grades
I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,
Possible to reorder Pipelines position?
I have multiple Pipelines and want to reorder their positions, so that in the Deals module record for the Pipeline field, I have them ordered in a certain way. Is there a way to reorder the position of the Pipelines without deleting existing Pipelines
Set up multiple IMAP email addresses
Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain
Zoho CRM Outlook integration: no option showing up even after installation
I followed the instructions on this page to install the add-in: https://help.zoho.com/portal/en/kb/crm/integrations/microsoft/ms-outlook-add-in-for-zoho-crm/articles/outlook-add-in-for-zoho-crm#Understanding_the_add-in But I don't see the options in Outlook
No sync
I have amended a note on my PC, startet syncing but on the smart phne sync starts und runs for minutes. The note amendment ist not shown, but when I go to version the new version is shown but not possibility to accepte the new version
Validating an order by a superior
Hi, I have a very specific use case for Backstage. Let me know if this is possible or how I could get around this (or if there are no workaround). One of my client uses Backstage to manage internal (on site) events. Participants from different departments
Zoho Books - Feature Request - Provide "Show PDF View" toggle on Invoice records
I have noticed it is possible to activate or deactivate the PDF preview on some records but not all. This would be very helpful on Invoices when a custom template is being used and the PDF preview does not represent the output file. Not available on:
Dark mode
Because the whole world talks about it and iOS also will get this option. Please make a real dark mode happen. It is very cool to switch the navigational color, but the content always stays in light colors.
Changing Default PDF Name
Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?
Automating Sales Order Confirmation & Picklist Generation in Zoho Inventory
Hi everyone, I’m looking to automate the sales order creation and confirmation process in Zoho Inventory, along with the automatic generation of picklists with bin-level details. Here’s what I need: Sales orders should be automatically created and confirmed
Backstage Roadmap to Most Requested Features
Please provide insight as to ETA for the following: 1. Backstage integration with Zoho Showtime, seems like a no-brainer. 1.a. Why does OnAir look eerily like Showtime integration we must 'pay extra for'? 2. Backstage Integration with Zoho Subscriptions
Spotlight series #7: Path animation
Animating objects on your slide helps make your presentations lively and interesting. Animations add movement to an otherwise static deck, which helps grab your audience's attention. While you can animate your objects' entry and exit, or use animation
Assign existing general timelog to a task
Hello, is there a way to assign a General timesheet log to a task? I.e. I have the following General log: General | Log name | 01:30 I'd like to assign it to a task: Task name | Log name | 01:30 Thank you
"Error while processing" when I try to send an e-mail
Several times today when I have tried to send an e-mail it tells me that there is an "error while processing." What's that about?
Zoho Inventory MobileApp compatible with barcode scanners such as Zebra
Hi, Although the Zoho Inventory App is working with a scanner mode taken directly through the cell phone which I do not consider it as efficient, I would like to know when are you planning an update on the app so it can be compatible with bar code scanners
E-Mail auto-complete for deleted contacts
I am having contacts pop-up in auto-complete when I start to type a letter in the TO address line. These e-mail address have been deleted from my contacts. I also have deleted all e-mails from/to these e-mail address but still there address is showing
Zoho Payroll: Product Updates for India - May 2025
This May, we are glad to unveil new capabilities in Zoho Payroll that simplify your payroll activities. Here's the list: Let Employees Choose Their Tax Deduction Method for One-Time Payments Calculate variable earnings based on percentage of CTC Carry
How to validate Rich Text in Zoho Creator! Urgent!
Hi members, Recently I just started to use Rich Text field. Now I have a requirement where I need to validate to ensure this Rich Text field must contain a value. Meaning must contain something. I use the below script if(input.Rich_Text == null) { alert
Public send to group address?
Am I doing something completely wrong or is it not possible for the public to send to a group email address? For example support@domain.com? I'm able to send from support@domain, but am not receiving emails to that address? Thanks for any help!
[Webinar] Zoho Writer for the manufacturing industry
Creating, sharing, and distributing complex documents are constant challenges in the manufacturing services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on May 8, 2025, for a Zoho Writer webinar
Page HTML to PDF
Hello everyone, I have a pdf template, but because zoho has limitations in the builder. I made the template in aPages. The question is, how to export the pages as PDF? Thank you very much.
What to Add in the Redirect URIs for Zoho Books Integration with Make.com
I'm currently setting up an integration between Zoho Books and Make to automate my accounting processes. However, I'm stuck on the Authorized Redirect URIs part and could use some help. As part of the OAuth authentication process, I need to configure
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