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• Sticky Posts

• Marketer’s Space - Automating CRM Actions with Journeys – Part 2

  Hello marketers! Welcome back to another post in Marketer’s Space. In our previous post, we explored how CRM actions in Journeys help marketing and sales teams work together by nurturing CRM leads and pushing only engaged prospects back to sales. If you

• Introducing automation and utility conversations in WhatsApp marketing

  We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating

• Tip of the week 02 - The art of 'seeing' your leads

  What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels

• Zoho Marketing Automation Update: Topics, Contacts, and List Management

  At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management.   These existing

• Important: Zoho MarketingHub is now Zoho Marketing Automation

  Hello Everyone,   We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in the

• Recent Topics

• Customer Advance Zoho Book API

  All I could find was Customer Payment API, it does not have facility to add customer advances, where those are not linked to any invoice as such. How to do it?

• Even though the received amount+tax is equal to or lesser than the invoice value, zoho doesnt allow to record

  Even though the received amount+tax is equal to or lesser than the invoice value, Zoho mentioned the error- you've recorded more payment than the actual invoice balance. please check again. screenshot also attached.  You've recorded more payment than

• Multiple deductions in invoice

  I issue invoices to a customer that include multiple deductions that I would like to track in different expense accounts. But that is not possible in Zoho Books as there is only one Deduction field and even that I don't have control over to assign it

• #BiginnersTips | How to bulk update closing dates for multiple deals in Bigin

  Hello Biginners! Keeping your CRM data accurate is crucial for any business- big or small. One key aspect is ensuring that closing dates for deals are always up to date. Why? Because if a deal is closed but not updated, your dashboards and reports would

• 采购里出现付款通知 的错误

  采购里面出现付款通知错误，怎么调整，我找不到路径，好像是ZOHO 自动生成的，请问怎么调整

• {"code":1002,"message":"Statement of Accounts does not exist."}

  Hello Zoho team, I faced an issue while trying to POST a sales order from sap to zoho books, using the below data packet: {   "customer_id": "4322967000027451968",   "line_items": [     {       "item_id": "2154170000010847685",       "rate": "752.00",

• 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

• Logging website service fees

  Hello, I do a lot of freelance work on sites like Upwork and Wyzant and others and those companies take a small cut from what I pay or what I earn and I am wondering what is the correct way to log this in my books. For example if I charge $55 per hour

• How do i clear a liability account without making a payment?

  I have a liability account with a provision for an expected bill from previous years. However the bill never arrived and the provision/liability account with Cr balance has been carried forward for many years now. How do i know clear the provision made

• 2 Transactions for single Expense

  I have make 2 payments and have 1 Invoice containing both the items. My Bank Feeds show 2 Transactions, How can i associate them with Single Expense? I tried adding them to Advance Payment, but advance payment I can only apply to Bills It seems. Why cant

• Everything AI in Zoho Recruit – Webinar Recording Available!

  AI is transforming the way recruiters find, engage, and hire top talent. In our latest webinar, we explored how Zoho Recruit’s AI-powered features can help streamline hiring, automate workflows, and improve decision-making. Missed the session? No worries

• Introducing the FTP task in Deluge

  Hello everyone, We're excited to announce the launch of the FTP task, a powerful addition to Deluge that enables you to effortlessly transfer files between various Zoho apps and your own servers. Unlike the invokeUrl task, which supports various HTTP

• The Social Wall: June 2025

  Hello everyone, We’re back with June Zoho Social highlights. This month brought some exciting feature updates—especially within the Social Toolkit—to enhance your social media presence. We engaged with several MSME companies through community meet-ups

• Custom widgets on Zoho one dashboard

  Is it possible to create custom widgets on the Zoho One dashboard? I see there is a widget name My Open Tickets to display open tickets in my view, but I would also like to have a widget to display unassigned tickets. A widget to display unfinished projects

• Data privacy concerns

  Does Zoho team have access to my data in the database e.g. Balance Sheet, Bank account transactions, Profit & Loss statement etc.

• Ability to Remove/Change Zoho Creator Admins via Zoho One Interface

  Dear Zoho One Team, Greetings, We would like to request a feature enhancement in Zoho One. Currently, it is not possible to remove or downgrade a user with the Admin role in Zoho Creator from the Zoho One admin interface. Unlike other Zoho apps where

• Zoho Sheets

  Are they ever going to set up the feature "where I left off" just as you can do in Microsoft Excel online ? For me that is the only feature missing from Zoho sheets other than that I think they are terrific and use them every day. I only occasionally

• 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?

• Mass Update in Zoho CRM

  Hello, I want to update my past update records by using deluge on some conditions. anyone can please tell me how can I do it.

• Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

  Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?

• Action requested: Retain your sales journey configuration in Path Finder

  Dear Customers, We hope you're well! As you might know, we're completely overhauling our journey management suite, CommandCenter, and are in the last leg of it. As a means of getting ready to go live, we will be announcing a series of requests and updates

• search layout in new version

  Hello where is the menu for customizing search fields (module search layout) in the new zoho version (2016) ?? thanks nono

• Zoho Marketplace Analytcis

  Hi Team, Our Zoho Marketplace Dashboard is not showing any data. What do you think we could do?

• if i have zoho one can i upgrade some of my staff from crm to crm plus within my organisation?

  if i have zoho one can i upgrade some of my staff from crm to crm plus within my organisation? Or because I have many licenses of ZOHO ONE , IF I upgrade some staff to ZOGO CRUM PLUS. they will not be on the same organisat

• The problem with Commerce ownership changing

  Hi, I am changing the ownership of the company and trying to delete the previous user-owner. I changed the owner of the company from user Tatiana to user Eugene. Eugene is the owner of the organization. It's OK. I am now trying to remove the user Tatiana.

• Secondary Emails

  I am having issues deleting a secondary email address from a couple of our users and need help. When in Directory, manage email addresses, I click the trash icon by the email address and confirm I am trying to delete the email. I click continue and I

• Kaizen #121 : Customize List Views using Client Script

  Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is

• Page Layouts for Standard Modules like CRM

  For standard modules like quotes, invoices, purchase orders, etc, it would be a great feature to be able to create custom page layouts with custom fields in Zoho Books similar to how you can in Zoho CRM. For example, and my current use case, I have a

• Zoho Books | Product updates | June 2025

  Hello Users, We’ve rolled out new features and enhancements in Zoho Books, from the option to record advances for purchase orders to dynamic lookup fields, all designed to help you stay on top of your finances with ease. Introducing Change Comparators

• Widget Upload to CRM Fails with “Page Not Found” – Even with Correct Index Path

  I'm building a simple widget to export Contact data to CSV in Zoho CRM, triggered via a custom button. The widget uploads cleanly, appears in the widget list, and is successfully assigned to a Contact detail view via a custom button. But when clicked,

• Account disabled

  I have an issue I need help with. Whilst trialing ZOHO CRM I created the following: Account1 (-------------) using m__ame@m__rg___s__i__.___.__ and 2 personal emails Account2 (-------------) using a personal email and 2 users _al__1@______________._o_.__

• How can we manage the tags in ticket

  Allowing agents to use Tags indiscriminately can cause havoc. We could not find tag management where 1. The admin can create Tags beforehand for use by Agents 2. Permission can be allocated which roles/profiles can use existing tags or add new tags 3.

• Feed Notifications filter?

  I'd like to have filter settings for Feed Notifications just like we have for Personal Email. If someone dumps a bunch of files into a project, we get a notification for every file!

• Custom fields and filters for Timesheet

  HI Zoho Projects team. IT would be great and useful if we can add custom fields to the Timesheet design And is needed more options for filtering the timesheet dashboard, like "Milestones" and task list asociated to the record. Thank you

• How do I rename the dropdown that contains a form and a report?

  I want to rename this, but I can't find how

• Filtering two fields

  Hoping somone can assist, i am trying to create a report to show values from two different fields. e.g I have Field 1 Field 2 In some records, fields 1 and 2 are both "yes"; in other records, only one of the fields has the value "yes". Can we generate

• Unable to Convert Quote to Invoice – Integration Active but User Not Recognized

  I’m having trouble converting a Quote into an Invoice inside Zoho CRM, even though the Zoho Finance Suite integration is enabled (Invoices, Quotes, Products, and Customers are all checked), and my user is an Admin in both Zoho CRM and Zoho Books, using

• Owner drawings

  I entered an owner’s drawing transaction in 2023 but it’s still appearing on 2024 books. Is that supposed to happen? Or should Is there an additional step? I prefer for this transaction not to appear.

• Running Balance in Account Statement.

  Running balance should come by default in the accounting statements but in ZOHO we need to customize every time to get the running balance in accounting statement. I did not understand, when the bank account statement opened from Bank Menu can show the

• Importing Invoices

  Dear Team I used the enclosed csv file to import some invoices and it worked fine. I had to delete the file and when I am trying to re-upload it, I am getting the error for invoice number and branch "Resource does not exit." I tried a number of different

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