Zoho Books | Product updates | January 2026

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• Madhumitha M

  

• terry

• Dantech Accounts 2

• Adam F

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• Recent Topics

• Zoho Books | Product updates | October 2025

  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple

• Bill sent for Payment Approval

  Zoho Books currently supports three levels of transaction approval for bills: Draft, Submit, and Approved. We are looking to add a layer of approval like a bill marked for payment before initiating payment requests through HSBC Bank. Can you please guide

• Ask the Experts - Live Q&A webinar

  Hello Community, We’re excited to host our very first Ask the Experts session! Join us on 7 April 2026 from 11 a.m. to 12 p.m. (IST) for this live webinar Q&A session, where you will have an opportunity to connect directly with our product experts, gain

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

  Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

• Kaizen #235 - Automating record restoration using Recycle Bin APIs in Zoho CRM

  Welcome to another Kaizen week. Here's a question that came up in our developer forum: "I'm working on a piece of software to automate conversion of Leads into Deals based on order status from my company's website. There are some cases where a previously

• Open PDFs using Zoho PDF Editor

  Hello users, In this article, we will be exploring the open PDF capability in Zoho PDF Editor to collaboratively edit PDFs, insert text and images, add fillable and e-signature fields, and more. You can upload PDFs upto 50 MB or 150 pages. Password-protected

• One Contact with Multiple Accounts with Portal enabled

  I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

• US State abbreviations in Address fields

  In regards to all Address fields within Zoho, Is there a way to change the State field to be the 2 letter abbreviation vs the full spelled out US State name? Example: "Washington" should be WA. I am able to type in the abbreviated state, but it's not

• How to see Statement Details Shown in Unclassified Transactions in All Transactions?

  All, The list of Unclassified Transactions show the Statement Details and Descriptions. What is the method to see that column in the All Transactions list? -Thanks!

• Bank Feeds Breaking Constantly

  Hey Everyone, I have already reached out to support about this issue but I am wondering if anyone else is having the same issue. My bank feeds keep breaking within days of me fixing them by updating the credentials. Its been happening for a while and

• Zoho Booking - TIN vs ATIN & ITIN

  Zoho Booking Vendors allows for TAX ID values of SSN, EIN, ATIN an ITIN. There is no option for TIN. What is the method to properly add TIN to the list of taxable values for companies? For reference: Social Security Numbers (SSN) Individual Taxpayer Identification

• Zoho Campaigns - Feature Request - Re-Send Existing Email Action in Automations/Journeys

  Hi Zoho Campaigns and Zoho Marketing Automation teams, I would like to suggest a feature that would make building and managing complex automations significantly easier. The Feature Introduce a “Re-Send” or “Send Existing Email” action within Automations

• Print Sales Orders, Purchase Orders or Invoices from API

  Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. Thanks

• Timed addition to segments

  Hi there - hoping you can help me figure out a graceful way of doing this: • I want to add contacts to a Segment in Campaigns based on a Stage pick-list field value X in CRM - that bit's fine. The problem is that I only want to add them to the Segment

• Zoho Developer AI Agent = Claude AI + MCP Server + Zoho Ecosystem

  Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at Officehub Tech: ✅Claude + MCP Server + Zoho Creator Zoho Developer AI Agent – an AI-powered Zoho automation platform This solution connects Zoho applications with an

• Dynamic Questions in Zoho Forms

  Is it possible to add dynamic questions (like displaying a user’s name) in Zoho Forms? I know this is possible in surveys, but can we implement similar functionality in Zoho Forms?

• 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

• Google Fonts Integration in Pagesense Popup Editor

  Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

• CRM

  How do I build an email funnel of 10 emails with decision tree ie; if yes use this email if no use this email. Also I cannot figure out how to add more groups or see my whole groups. I've set up different groups like attorneys is one group of companies/people

• WebDAV support

  I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?

• Replying from same domain as a catch-all?

  I have 2 domains setup on Zoho, both with associated email addresses. They look something like this: john@example.com (primary address) john@test.com (this domain also has a catch-all setup) I use the catch-all for test.com as a public-facing email address

• Is there a way to show contact emails in the Account?

  I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

• Internal Fillable Contract with Zoho Writer (Before Sending to Client)

  Hi everyone, I’m trying to automate the following process in Zoho CRM and would appreciate some guidance. Process: When a Deal moves to a specific stage, CRM triggers an automation. CRM sends a contract template to an internal team member so they can

• Standard practice rerun updated deluge function over existing recordes

  Hi folks, we have a function which is triggered via webhook from a third-party solution which then calls another api with a contact-id and gets a json payload back and then parses that data to custom fields in our CRM to the record id. As requirements

• Using a custom single line External ID form as merge fields in templates

  Hey everyone, We're looking to integrate a few external systems better with our Zoho CRM, and we had hoped to use external fields for this purpose. In this case, it would mean being able to use our own inoice system's invoice numbers are a direct id compatible

• Introducing parent-child ticketing in Zoho Desk [Early access]

  Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

• can change deal colors in bigin?

  can be super useful if we can change colors deals process  any way to do it?

• Import Quote from CRM into document in Writer?

  Hi, I created a quote for a proposal in the Zoho CRM and was wondering if there is a way to embed the quote into a document in Zoho Writer so I can make our sales proposals look a little nicer. Is that possible?

• Zoho Sheet for Desktop

  Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

• Can I convert MSG to HTML on Mac?

  Yes, you can convert MSG files to HTML on a Mac using software Aryson MSG file Converter. This tool allows you to convert Outlook MSG emails into multiple formats, including HTML, PDF, EML, PST, and more. It preserves all email content, attachments, metadata,

• Duplicate Leads Notification Help!

  Hello! I have several web forms that have a duplicate lead notification that are being sent to the creator of the web form. I understand how to change the form entry notification, but I am specifically looking to change the recipient of the "Duplicate Lead" notification. Any help you can offer is greatly appreciated! TIA, ~ Jenn

• Adding Calendar Display to Home Page

  I would like to display my calendar in a module on the Zoho CRM Home Page. I can't figure out a way to do this.  Is it possible to display the CRM Calendar on the Home Page?  

• Schedule a Call by Date and Time when a specific lead status is selected

  Hi Wanting to create a workflow where a call can be scheduled by date & time when a specific lead status is selected. Can only currently set the date by Due Date - Trigger Date - Plus 'x' day(s) Thanks

• Incoming email replies not automatically associating with Deals/Opportunities - Is this possible in Zoho CRM?

  Hello Zoho Community, I'm running a travel agency (B2B and B2C) and we've been struggling with what seems like a basic functionality that we cannot get to work properly. Our use case: We send emails to suppliers (hotels, transportation companies) and

• Duplicate Leads Concerns with Round Robin and Lead Approval Process

  It is great to have the Duplicate Lead Approval Process, there are a few issues with the process that I would greatly appreciate taken consideration in enhancing. It appears that A Lead comes in Lead owner assigned by the Round Robin Check for Duplicate,

• Private email threads

  When sending a Private email or receiving a response once the email thread has been marked as 'Private'- is there a way to trigger the system to "restart the clock"? I am finding that when someone responds to a 'Private' thread that it is opening the

• SLA Notification

  Team members have been receiving this notification and feel as though it is as random. Explanation on this notification is appreciated! Also, is there a way to disable this notification?

• Map: Output None

  Hi, Checking if you help me inspect this block The code below triggers during Successful form Submission from another Form. // rec_a = formA[ID!=0]; rec_b = formB[ID!=0]; ListA = List(); //subformA for each recA in rec_a.ItemSubform { for each recB in

• Use arbitrary images in deluge

  I am sending emails from my deluge code and I would like to be able to include a few images in the email template. While I know that I could put the on a website somewhere and link to them in the HTML, that is not what I want due to email client security

• How to add "All Open AND Overdue" back to the Home Page Task Component?

  Hi everyone, I’m looking for a way to restore the Tasks component dropdown list on the Zoho CRM Home Page. Since the recent update to the Task area in my Home Page Classic View, the dropdown options (e.g., My Next 7 Days + Overdue) are too restrictive

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