Recent Topics
Zoho Projects Android and iOS app update: Custom modules
Hello everyone! We are excited to introduce the custom modules within the Zoho projects mobile app. Custom modules allow you to define your own entities with relevant fields, enabling you to capture and manage information specific to your workflows beyond
Zoho Projects iOS app update: Flag type(Internal/ External) information in Task list header
Hello everyone! We have now included the Flag(Internal/ External) type information on the Task list header within the Tasks listing screen of the Zoho Projects iOS app. This enhancement enables you to distinguish between the internal and external tasks
How to close an estimate ?
Hello, I have created estimates, and converted them to invoices to get 50% payment. Now I have 2 cases where the estimate stills shows status partially invoiced, however: 1. for one of them, project stopped half way, so the remaining part will never be
Will Zoho Search work with Zoho Learn
Currently, Zoho Search only works with Zoho Wiki which will be phased out. Moving forward, will Zoho Search be enabled for Zoho Learn? Thanks.
No possibility to make acknowledgement checkbox be not preselected and mandatory
There is functionality available to enable a checkbox for the acknowledgment of the user confirming that the lesson has been completely read and understood. Currently, it is pre-selected but not mandatory. This leads to learners simply ignoring it. The
Ability to modify what displays in calendar invite?
I am a long time calendly user and want to make the switch to bookings. I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link? I can add it to the emails no problem, but I would also like it to display on their calendar. Is there some work around I can do to get it on the calendar? Also am I able to modify the calendar event title?
Global "Search" in FSM
I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,
Unable to Access /crm/v7/taxes – OAuth Scope Mismatch in Zoho CRM API
I am currently integrating Zoho CRM (v7 API) with our system and I need clarification regarding the Taxes API and OAuth scopes. Context: We are creating Quotes via the API (/crm/v7/Quotes) Each quote contains line items with taxes (e.g., TVA 19%, 10%,
Reading emails sent from Zoho
Hi there, How do I view an email sent from Zoho, for example an email which contains an estimate? I can see there is a tab in the screen for that estimate which is labelled 'Emails' and I can see a summary of the email sent listed there, but I cannot
Can't View Project Names in Mobile App
I can't view project names on PO's in the app, nor can I add that as a viewable PDF field in inventory on the computer. I've attached screenshots showing that in the mobile version whether you are on the PO, editing the PO, or viewing the PO line items,
Looking for other Zoho users in Canada
I would like to find other users in Canada to share ideas and suggestions. To see if you are experiencing same issues re HST/taxes, banking, etc.
Zoho Books' 2025 Wrapped
Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear
Intergrating multi location Square account with Zoho Books
Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.
Columns with no data still displayed despite "Show missing values" disabled
I have a table with missing data, but columns are still being displayed even though the "Show missing values" option is disabled. The table contains 3 columns split across 12 months. I suspect the issue is caused by one of the columns using an aggregation
What's New in Zoho Inventory | January - March 2026
Hello users, The first quarter of 2026 has been dynamic! We’ve shipped a powerful set of updates in Zoho Inventory to enhance item control, improve warehouse efficiency, expand integration and reporting capabilities. From a unified item creation experience
Business Day Logic Update: More Accurate Scheduling for Your Workflows
Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable
Permission Denied - Reports Module - Super Admin
"Permission Denied Sorry, you cannot view this report because you do not have permission to access one or more of its modules. To view the report, please provide permission to access those modules in the Profiles and Organize Tabs settings." Fresh new
Allocating inventory to specific SO's
Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
Changing naming convention for Estimates
Hi there, How do I customise the naming of the filenames for estimates when sending them? Currently they are named literally just ES11.PDF or whatever the number of the estimate is. There is no Company name, description of the work, customer name, date
Please design a better spam filter
Hi Team, While I love Zoho Mail for all the awesome features you have designed - this is the one you need to do a lot of work on - Spam Filter. Your spam categorization seems to be very inefficient - any email containing brand images or a tracking pixel
Change Default Currency in Zoho Reports
Is it possible to default all currency fields in my Reports and Tables to my local currency without having to reformat them every time?
Zoho Project - Total Forecasted Hours
Does anyone know an easy way to get a total of all the forecasted hours across the portfolio? I'm aware trying to create a custom report that can generate this figure for each task and the total up but the completion percentage doesn't seem to come back
Zoho Books recurring invoicing link to a Zoho CRM Deal?
With the Zoho CRM Finance Integration setup, normally when creating an invoice via Zoho CRM Finance Integration on a Deal, it creates the invoice in Zoho Books with the CRM Deal *Potential link for that invoice. Alternatively, if you create the invoice
Editing Estimates
Hi team, How do I delete line items in an estimate when editing it? I can't see any option to do this - no X, no trashcan, no drop down... And how do I revert to the original estimate after cloning? I cloned to see if the option to edit were disabled
Drop Down Menu - Adding up values
I have a form that has 22 drop down fields each having a value of 0-10 to choose from. Is it possible to have it add up the total value of those selected numbers and have it tally it up in another field at the end? So example: if each of the 22 fields
Cross Module Fields Merging between Zoho Sign and Zoho CRM for custom module
Hello everyone, I've been exploring custom integration between Zoho Sign and Zoho CRM, and I've encountered some interesting findings and would need advanced help. To integrate Zoho Sign with Zoho CRM, there are two primary methods: Installing the extension
Removing Custom Modules
Hello Everyone, I'm trying to remove custom modules from my Zoho CRM. I've ran into the issue, where I'm unable to delete the Modules because there are lookup fields in the fields associated with other modules. When I attempt to delete the modules, they are grayed out and I'm unable to remove them. Can I please get help on removing the modules or resetting the entire Zoho CRM to its Out of Box settings with out having to delete my account? Thanks SC
Calculation on form submit not wokring unless i click F5
I'm using the built in on succesful form submission option and running the code below but when i click submit my form just gets stuck with the blue loading icon and nothing happens until i click F5 and then the page reloads and the calculation does actually
Territories as filters
The territory function within the CRM is great for controlling record access and managing a sales organization however, territories are not available as a filter options within the CRM when creating reports or dashboard components. Adding the ability
Tip #69 - Exploring Technician Console: Blacken Screen - 'Insider Insights'
Hello Zoho Assist Community! Imagine a scenario where you are providing remote support to a customer at a busy front desk. The issue involves their billing software, and fixing it means navigating through sensitive customer records, payment details, and
Free virtual webinar: Zoho Sign for Q1 2026
Hi there! We’ve packed this quarter with some of our biggest updates yet—and you won’t want to miss what’s new in Zoho Sign. Watch this video for a quick rundown: Join our upcoming webinar for a complete walkthrough of the latest features, enhancements,
On Duty Requests - Zoho People Data
Hello Team, We are currently using the On Duty Form to record Work From Home (WFH) requests in our organization. However, we are facing an issue where pending On Duty requests are not appearing in the Attendance Module. For example, if I submit On Duty
Zoho Cliq not working on airplanes
Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly
Tabular View Report | Scale To Fit Screen
Please add the option to scale Tabular View reports to fit the screen. I constantly have to adjust the column size of Tabular View reports to fit various screen sizes and it just looks messy. You can see in the screenshot below there is a blank gap after
RouteIQ for Zoho FSM
Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning
Ignroe_filtrers and drill through
I have two charts, where one is connected to the other using drill-through. The issue is with the second chart (the drill-through target). It contains an aggregation formula that uses the ignore_filters function. Under normal conditions, the formula works
Issue with Zoho Sheets
Edit: Small Error of Opening doc and losing entire formatting while downloading to *.xlsx format. Also my formulas don't work while opening a document downloaded from Zoho sheets, since the colors aren't matched to the correct data. Even though the data
Query on Tracking Visitor Activity with Zoho Forms & SalesIQ
I have a query regarding Zoho Forms, Zoho SalesIQ, and Zoho CRM. I have embedded a Zoho Forms form on my website, and I’m trying to understand if it’s possible to capture a user’s website activity (such as pages visited, visit count, etc.) when they submit
Zoho Desk - Event Calendar View
Hi Desk team, Are there any plans to introduce a calendar or timeline view for Events in Zoho Desk? It would be very helpful if we could see Events visually in a calendar and/or timeline. This is very helpful when desk side support activities need to
Email notification for followers
Is there a way to enable email notification for followers of a support ticket? ie: Ticket #123 is owned by Agent#1, Agent#2 adds themselves as a follower. Whenever ticket #123 receives an email from the customer, Agent#1 receives an email. Agent#2 would
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