Recent Topics
Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
Recurring Invoices
I'm looking to set up recurring invoices on a monthly basis, using GoCardless as a payment gateway. I've done this successfully, however there's a big problem with the Invoice Date and Due Date. We prefer to provide sufficient notice of collection (10
Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
Vorrei disdire l'abbonamento
Vorrei disdire l'abbonamento, ma non trovo il modo. Mi assistete?
Has anyone successfully gotten conditional rendering to work in Zoho Books Sales Order HTML PDF templates?
I’m trying to hide a custom field box when the custom field is blank. The value placeholder itself works perfectly: ${salesorder.cf_distribution_reference_numb} If the Sales Order has a value, it renders correctly. Example: 45488045. But when I wrap that
What's New in Zoho Inventory | April & May 2026
Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automated
Latest updates to Zia in Office Integrator
Hello Zoho Office Integrator users! We’re pleased to share exciting updates to the proofing capabilities of Zia, our AI-driven writing assistant, in Office Integrator. With these updates, you can now get spell and grammar check in Brazilian Portuguese,
Implementing Back Button Navigation in Zoho Creator
Zoho Creator does not currently support a native Back button within forms, so implementing backward navigation requires a workaround. We recently implemented this in an application that was split into 9 modular forms. Since users needed to move between
In wiki editor, dragging an image fails
Expected behavior: Within the WYSIWYG editor, we have been able to select and drag an image (that is already inserted in the page) to move it to a different position on the page. Current behavior: For a few days recently (possibly longer and I didn't
Not able to see appointements when the territory permission is activated
Hello, I created different territories to separate the various departments within the company that will be working on different projects. The issue I am currently experiencing is that when I enable territory-based permissions, I can see the work order
Quotes Module - import data
Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?
Introducing the new Zoho Announcements Hub
Hello, Enterprise Support Community! We are excited to announce a new way to keep up to date with recent product releases and announcements for the Zoho apps you use on a regular basis. Introducing our new centralized location to bring together all Zoho
Introducing Custom Columns in Forecasts in Zoho CRM
Hello all, Forecasts in Zoho CRM help sales representatives, managers, and business stakeholders evaluate performance and plan future sales activities. While standard metrics such as Target, Achieved Amount, and Pipeline Amount provide a baseline view,
Can Zoho CRM Emails be used in Zoho Analytics in any capacity?
We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than just
Zoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
Smart URL Determination
I would like to see Vault implement some sort of "smart" URL determination. When one starts to add a new username-password combination from a new site, Vault brings in the exact URL of the page from which this is happening. All too often, it looks something
Project Statuses
Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them
Composite Services and Account Tracking
I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the
Marketer's Space: Lists vs. segments—what's the difference?
Hello Marketers, Welcome back to another post in Marketer's Space! In email marketing, reaching the right audience is just as important as crafting the right message. Yet many marketers often confuse lists and segments, using them interchangeably without
Building a Multi-Step Form Experience in Zoho Creator Using Standard Forms
Zoho Creator does not currently provide native multi-step form functionality. For applications with a large number of fields, a common requirement is to split data collection into manageable sections while maintaining a single application record. In this
Add Video link to interview record
Hi Team, we are having team members consistently go to the interview record to find the link for their upcoming meeting and have been confused that they have not been able to find them. When the interview is created can you please upload the link to the
Zoho projects dependancies is a joke
About to cancel our Zoho One subscription because Zoho Projects is a mess. Can't build a proper progream in it because the dependancies doesn't work properly. Can't believe this software is promoter as a project program when one can't even build a proper
Wiki Add Attachment upload fails at about 15.3 MB
I am seeing consistent "Error in uploading file" for files larger than about 15,430 kB. For 15,300 kB or smaller, no problem, but 15,430 kB or larger always fail. This is over numerous trials. My test files, to examine this problem, were generated by
Stop Wasting Clicks: Let Us See All Notes in Quick View
Hi Zoho Recruit team, I would like to suggest an improvement to the candidate/application experience in Zoho Recruit. Today, it is difficult to get a full picture of a candidate when working from the Quick View, since notes are split between: Notes related
Zoho Books | Product updates | June 2026
Hello users, Welcome to this month's roundup of what's new in Zoho Books! We have an exciting line-up this time. The highlight is the launch of the all-new France Edition with full ISCA compliance. We're also introducing features such as Layout Rules
issue invoice for future subscription
Hi, I selected the invoice at the date of subscription from the setting (since the alternative is to pre-set a date of a month) which is not my case. So, my question : Some times I need to create a subscription that will start at a future date but I need
Associate emails from both primary and secondary contacts to deal
We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks
How to set default reply email address depending on receipt email address
Hi, I have a number of different customer support email addresses (info@XYZ.com, retuns@XYZ.com etc.) and want to set Zoho Desk so that the email address from which an agent replies is automatically defaulted to a predetermined address depending to which
Writer is horrible
Form filling is about unusable for complex forms! I am so tired of it.
How to Migrate from MDaemon to Zoho Mail Account?
Hi there, Zoho Mail is one of the most popular as well as leading competitor for several cloud email service providers. It is It provide cloud email service as well as desktop based email client. In recent years people are migrating from third party cloud servers to Zoho Mail. The reasons are plenty, i.e. the user interface, security, high performance and many countless amazing features. On the other hand MDaemon Mail (aka WorldClient) is also popular among cloud email servers. But there are some
Trigger workflows from SLA escalations in Zoho Desk?
Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticket
CRM Portal Lookup Linkage and Related Fields
hi, if someone can give me the right path, would be greatly appreciated. we want to do a customer portal for our partners who we issue work orders for our customers, the linkage via lookup fields Partner -> Work Order -> Customer in our portal, the primary
HOW TO: Searching a thread (email body/text) with a custom function, allowing filtering and specific actions
We are still trialing out Zoho at this time, but have found a major expected feature to be missing - the ability to search within the text of an email for automation/workflows. NOTE: You need to create a connection for zohodesk under settings -> Developer
Cold emails not allowed?
I planned to use Zoho Mail to send businesses some cold emails to offer my freelance writing services, but I noticed that the anti-spam policy is very strict -- no commercial emails whatsoever without prior permission from the recipient? I would be very
Leave Time - Past Dates by Pay Period
Under Settings | Leave Policy | [policy name] | Restrictions, one can set a number of days that an employee can go back to apply leave. This is very good and very needed. However, in most organizations, the real deadline isn't X number of days from the
Link webform to a job opening
I have a webfrm embeded on my website and everytime a candidates fill the form, their candidate status is to new. Is it possible that it links to a specific job opening instead of me having to assing it manually ? Thanks
New in WorkDrive: Organize your storage using Data Templates
Organizations generate huge volumes of data day in and out. From financial reports, client details, and resumes to promotional images, product videos, and more. The list is endless. When you have so much data to manage, you need to classify your documents and structure them in a way that makes them more accessible. This is exactly what WorkDrive's Data Templates lets you do! You can create Data Templates, add meta data as custom fields, and associate those fields with files and folders based on
Need Native Support for docx files in Zoho Writer
Absolutely love Zoho Writer, but often need to share files by email with people who are in the Office ecosystem. Downloading a file as docx, then sending it by email, getting the comments back, converting it to Zoho format, editing it, then converting
Mirror Component in Zoho CRM: Access real-time related data without leaving your record
Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having
Associate records via the Multi-select lookup RELATED LIST via API
In the REST API, is there a way to associate records for a multi-select lookup related list other than via the linking module? There are two methods for the lookup: 1. via insert records API 2. via the linking module ...as described in https://help.zoho.com/portal/en/community/topic/kaizen-125-manipulating-multi-select-lookup-fields-mxn-using-zoho-crm-apis
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