• Zoho Inventory / Finance Suite - Extend Visibility of File Names on Attachment Fields

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  • Kaizen #218: Actions APIs - Field Updates

    Hello all!! Welcome back to a fresh Kaizen week. In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, and Tasks Update APIs. This week, we will continue with another Actions API - the Field Update API in Zoho

  • How Contract Types and Templates Form the Backbone of Zoho Contracts

    Every contract in Zoho Contracts starts with two essential elements: Contract Type and Template. These are not just administrative steps. They define how every contract in your organization is created, governed, and managed over time. Let us look at the

  • Zoho Books Finance Modules Not Accessible in Zoho CRM Mobile App

    We have integrated Zoho CRM with Zoho Books using the Zoho Finance Suite integration. In the CRM web version, we can see the Finance modules (Estimates/Quotes, Invoices, Sales Orders, Items, Payments) and are able to create invoices and quotes directly

  • CRM Related list table in Zoho analytics

    In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

  • Zoho learn Custom portal - networkurl & CustomPortalId

    I want to get my individual account’s networkurl and customportalId to use in this API: https://learn.zoho.com/learn/api/v1/portal/<networkurl>/customportal/<customportalId>/manual How can I retrieve the networkurl and customportalId using the API? I

  • Connecting zoho creator to zoho writer to send prefilled documents

    i will paste the worflow below // Get user's submitted data from the form userSalary = input.Current_Salary; userCIBIL = input.CIBIL_Score; userEmail = input.Email; userName = input.Name; // You need to get the Document ID from the URL of your Zoho Writer

  • Zoho Creator to Zoho Writer for prefilled documents...

    In response to the question about connecting Zoho Creator to Zoho Writer for prefilled documents, I wanted to share a working implementation that demonstrates how to use the record_id parameter with the Zoho Writer Merge API. This allows Writer to automatically

  • Introducing our latest privacy enhancement - Hiding email IDs in Zoho Cliq Networks

    Hello everyone, Zoho Cliq Networks offers a powerful collaboration platform that allows businesses to create dedicated digital workspaces for external vendors, partners, or individuals you want to communicate with professionally without adding them to

  • zoho performance

    OVERALL CONFIGURATION OF ZOHO PERFORMANCE Quarterly performance review Self rating and scoring Manager rating and scoring

  • When will it be possible to edit Subform records via either views or tabular reports?

    Hey there, data maintenance often requires mass update of quite a lot of records. While this is a piece of cake via either List view or Zoho sheet view, the same cannot be carried out for subform records yet. When one of the two options will be made available?

  • Onboarding

    Hello Team, Im yuktha working as HR at Ossisto Technologies. We are currently utilizing zoho for onboarding candidate. right now facing issue with onboarding Attaching the screenshots for your reference

  • How do I change a form's name? Why isn't this more intuitive?

    Can someone please let me know how to change a form's name?

  • Control Over Zia Generative AI Reply Assistance Behavior

    Hello, I would like to request an enhancement to the Zia Generative AI feature, specifically concerning the Reply Assistance within Zoho Desk. Current Issue: When replying to a ticket, the Ticket Properties section is automatically replaced by the Zia

  • Zia now integrated with Open AI in Zoho Desk

    The powerful integration of Zia with OpenAI, has empowered Zoho Desk reach a new level of efficiency and performance. With contextual self-service capabilities, Zia enables agents to boost their productivity and delivers superior customer experiences.

  • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

    Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote

  • Employee self-service portal: Onboarding and continuous learning platform for support reps

    Hello everyone, In any organization, employees must go through multiple courses to learn about the product, their organization's standards, and how to respond to customer queries using the knowledge base articles available. This typically requires completing

  • 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

    In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email

  • Contact custom field in layout

    Good day, all, I have an "Extension" custom field in contacts, and would like to display the contact extension in the ticket layout, but I don't seem to be able to. What am I missing? Thanks Rudy

  • Exact match in name when searching workdrive

    Hello, I am wondering how to search workdrive files/folders with an exact match in the name. For example, when I search across folder with the url param search[name]=someName, I get multiple results such as "someName", "someNameAndMore", or "someName

  • account in a diferent bas currency

    Is it possible to have an account in currency diferente from base currency?, lets say, the bas currency in japase yen but asset  accut called cash dollars in dollars?

  • Meeting impossible to use when sharing screen

    he Meeting tool in Brazil is practically unusable when sharing anything, whether it’s a presentation or simple navigation. When accessed via Cliq, the situation gets even worse: even basic calls fail to work properly, constantly freezing. And as you are

  • Changing the Default Search Criteria for Finding Duplicates

    Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.

  • Is there a way to create a desktop shortcut for a website course portal?

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  • SalesIQ Tip for Admins: Your Safety Net for Data Recovery

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  • Depreciated mergeAndStore Function Help!

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  • Can I execute two 'functions' when completing a mail merge from CRM?

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  • External Share > Edit: Cannot Create Zoho Files

    Hi Zoho, When we create an external share link with Edit permission, our external users are unable to create a Zoho file (Zoho Writer, Zoho Sheet and Zoho Show). They can only upload files. They can edit the Zoho files if we create them internally and

  • Zoho Mail iOS app update - RTL languages support and access emails using permalink and universal link, image upload resolution

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  • Duplicating and referencing datasets

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  • Zoho Inventory Now Supports VeriFactu for Businesses in Spain

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  • Enhancements to Zoho Map integration tasks

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  • Let’s Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-3)

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  • Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

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  • Unable to verify domain for Zoho People

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  • Zoho Invoice Now Supports VeriFactu for Businesses in Spain

    Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia Estatal

  • Zoho Billing Now Supports VeriFactu for Businesses in Spain

    Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia Estatal

  • Weekly Tips : Make your email content error free with Spell check in Zoho Mail

    As someone who writes multiple emails a day, we are bound to make both grammatical and spelling errors. Most of them we may not even notice, and even if we do, we may not have the time to correct each one individually when we are in a hurry. So how do

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  • Announcements

  • MS Teams for daily call operations

    Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

  • Improved Contact Sync flow in Google Integration with Zoho CRM

    Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this

  • Why hybrid project management might be the best fit for you?

    Project management techniques are designed to equip teams with proven methods for easy and efficient project execution. While management teams may have apprehensions about adopting the hybrid method of project management, we’ve compiled the top reasons

  • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

    Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

  • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

    Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

  • Most Discussed Topics

  • Notes badge as a quick action in the list view

    Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

  • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

    Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

  • Basic Plan Active but Survey Creation Still Limited to 3 Surveys

    I have an active Basic (Monthly) subscription (valid period: Dec 24, 2025 – Jan 24, 2026), but the system still limits survey creation to only 3 surveys, which matches Free plan behavior. The subscription appears active in Portal Information, however

  • No funcionan correctamente el calculo de las horas laborales para informe de tickets

    Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de

  • Restrict Users access to login into CRM?

    I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to

  • Sticky Posts

  • Product Updates in Zoho Workplace applications | December 2025

    Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this November. Zoho Mail Block emails without notifying the sender Block emails without sending a rejection notification

  • Tip of the week #26: Import/ Export calendars in Zoho Calendar.

    Any calendar on the web or calendars that you create in any other calendar application can be imported in to Zoho Calendar. This will help you to add the events from the calendars that you import to your Zoho Calendar. You also have the option to export

  • Good news! Calendar in Zoho CRM gets a face lift

    Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

  • What's new in Zoho Sheet: Simplify data entry and collaboration

    Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally

  • Deprecation of SMS-based multi-factor authentication (MFA) mode

    Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offer

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