Recent Topics
Zoho CRM Quotes – Subform and PDF/Writer Limitations
Hello, I am encountering the following limitations in Zoho CRM Quotes: Custom product images cannot be uploaded in the subform – the image upload field cannot be added; only the file upload field is available. File upload placeholders cannot be used in
Invoice Only Shipped Items
Dear Zoho, We are a company that deals with sales orders with 600-1000 lines We need to be able to do partial invoicing based on shipped items Right now when we click convert to invoice we can not only select items that have een shipped It takes hours
Alias Email Id already exists
Hi, I just verified my domain sesque (dot) com and now I am trying to create the admin account using admin (at) sesque (dot) com, but I am getting an error saying "Alias Email Id already exists". I used to have another Zoho account with this email address,
Show backordered items on packing slip
We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that things
Set department automatically for incoming calls
Is it possible, when receiving an incoming call through Zoho Desk (using Twilio integration), for the department to be auto-selected based on the phone line being called? Currently, we have to manually select the department from the dropdown menu when
Make better hiring decisions with Compare Applications and Zia Insights (Beta)
When multiple candidates apply for different job openings, evaluating each application against the right job requirements can take time. Reviewing resumes, candidate details, and interview feedback separately can make it harder to assess role fit and
mail sent to gmail goes directly to spam
Hi TKIM and SPF are configured and verified. E-mails coming from zoho to my personal gmail account are going directly to the spam folder. How can I solve this? I can send you guys the headers privately if you need to.
mail
We want our tracked links in campaign and journey emails to use our own domain instead of the shared maillist-manage.net domain. We have already created the CNAME links.rexven.com → customer-campaign.zoho.com (DNS only). Does our plan support a custom
Zoho Webinar - Sharing System Audio (NOT AVAILABLE)
Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applications
Ad-hoc approvals are now available in CRM approval processes
Released for all DCs. Hello everyone, We've introduced ad-hoc approvals in CRM approval processes. This enhancement lets approvers add additional approvers when needed, without changing the configured approval workflow. How the approval process works
Introducing PRM: Build, manage, and scale your partner ecosystem
Growing a partner ecosystem is a good problem to have. What starts as a handful of partners can quickly turn into a maze of spreadsheets, emails, and disconnected processes. More partners mean more opportunities, greater reach, and new ways to grow
Data Subject Requests in Zoho Mail: Retrieve and export email data for legal and compliance needs
Organizations are often required to retrieve specific email communication data in response to legal investigations or compliance audits. The Data Subject Requests (DSR) feature in the Zoho Mail Admin Console allows administrators to search for all email
Why are Contact Form 7 file uploads not reaching my Zoho CRM even though the form submits successfully?
This can happen when Contact Form 7 successfully processes a submission, but the uploaded file isn't being transferred in the format Zoho CRM expects. Your other fields, such as name, email, and phone number, might reach Zoho while the attachment remains
Introducing live chat for Zoho CommunitySpaces
Hello everyone, We’re happy to announce that your community members now have a direct line to you. Zoho CommunitySpaces now has a live chat widget, powered by Zoho SalesIQ, so a member can open a chat from your community and get a quick one-to-one answer
Moving software
I need someone to customize zoho for my moving business I need to do the following . 1. Quote comes in from ezemove website or we enter customer details into the system 2. Email quote to customer based on hourly rate 3. Customer accepts quote deposit is taken 4. We convert the quote into a confirmation email and add job to the diary and assign resources to the job 5. Job gets completed and we enter invoice amount into the system and email the invoice Budget : neg | Duration : 1 month To leave a private
How To Create a Report with Subforms from Two Modules
I want to create a report based on data in subforms over 2 separate modules. Can this be done? I tried to do it in Analytics, but one is a date field that needs to be grouped by month, and it doesn't look like Analytics can do this.
Introducing Zoho Commerce 2.0 — It's more than just selling!
Hello! We are proud to launch Zoho Commerce 2.0, a reimagination of how online businesses look, feel, and function. This launch is both timely and symbolic, as we reaffirm our commitment to empowering small and medium enterprises with powerful, yet simple-to-use
Domain sparkylab.co.kr still linked to an old Zoho account after ownership verification - release pending 2+ days
Hello Zoho team, I own the domain sparkylab.co.kr (registered and managed through Gabia, a Korean registrar) and I am trying to add it to my own Zoho organization (SparkyLab) on the Forever Free plan. When I add the domain at mailadmin.zoho.com/hosting?plan=free,
Vendor payment unexpectedly routed through Prepaid Expenses instead of Accounts Payable
Hello, We are investigating an unexpected accounting behavior in Zoho Books. We created vendor bills and vendor payments for two suppliers using what appears to be the same workflow, but the journal entries are different. Vendor 1 – UZ Store (works correctly)
What's New in Zoho Billing | September 2026
September brings new capabilities to Zoho Billing across subscriptions, payments, reports, and the product catalog. From managing subscriptions through the Play Store and App Store to setting usage limits for Hosted Payment Page links and configuring
Columns in Reports Showing Count instead of Amounts
I have a table in a modular where we can add our bill claims. I want to show these in the attached table. The dates are right, but they are grouped by Row Count. I want the amounts showing where the row count numbers are. Anyone know how to do this? I
Zoho Mail iOS app updates - Shared Mailboxes, Calendly Integration and other enhancements
Hello everyone! We're excited to announce the features and enhancements available for the Zoho Mail iOS app. Shared Mailboxes and Calendly integration are now available in the Zoho Mail iOS app, along with a few other enhancements. Let's dive into the
Zoho Extensions 101: Building extensions for Zoho People
Hello developers! Welcome to our new video series on building extensions for Zoho People! If you're new to extension development or looking for guidance on building extensions for Zoho People, you're in the right place. We've curated a series of videos
Tags on individual ticket comments and replies, with color coding and a filter
In Zoho Desk you can tag a ticket, but you can’t tag the individual comments and replies inside it. For teams with long, structured ticket threads, that’s a big gap. The problem Our tickets can easily reach 50+ comments and replies. Many of them are specific,
Merge Tickets Directly from Contact Page in Zoho Desk
Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which can
GrassHopper VOIP Integration
Does Zoho Plan to integrate with Grasshopper to allow the Telephony hookup in Zoho Desk? If not, Can this be passed along for consideration
How Do I Refund a Customer Directly to Their Credit Card?
Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
Enhancement Request – Allow cashiers to collect payments and partial payments for outstanding credit invoices directly from Zoho POS Billing App
We are testing Zoho POS for a retail business with multiple physical stores and have identified an important limitation in the cashier workflow. When a sale is completed using Credit Sale, Zoho POS correctly creates an unpaid invoice and the outstanding
How Can I Collect Payments for Credit Sales Directly from Zoho POS Billing App?
We are currently testing Zoho POS for a retail business and have encountered an issue with collecting payments on outstanding invoices from customers who purchase on credit. When we process a Credit Sale, Zoho POS correctly creates an Unpaid Invoice.
Zoho POS Mobile Sales Price Conflicts & Pricing Discrepancies
We are seeing recurring Zoho POS Mobile conflicts tied to the Sales Price field, even though drivers are not manually changing item pricing. We have also noticed small price differences between POS transactions and Books, sometimes only a few cents. Devices
Creator -Dynamic addition of Customer Portal User Licenses
Hi, We have a Creator App for B2C about to get released. We are experiencing the Portal User license challenge. Unable to predict the number of users who will download and Subscribe. When a User is about Subscribe and the portal licenses does not exists,
Zoho equipment rental - just like Booqable
Hi Zoho Team, is it possible to create a module or a system like booqable? our business starts renting our IT equipment assets that have been recently used for Events and Projects, we are having ZOHO books so its easy to integrate if you create one. Booqable
Reminder Settings - Time Tracker
On the time tracker in Reminder Settings I created a reminder according to the Zoho manual. But a manager asked me to change the message that goes in the email. Is it possible to change the message? I didn't find that in the Zoho manual. Another question: I configured to receive the reminder everyone who logged in less than 40 hours. Does Zoho consider less than 40 hours of the current week or the whole month? Another situation, I put it so that I and another specific user would receive the notification,
New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons
Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,
Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified
I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that
Zoho Mail not updating contacts
We renamed a large number of users in Zoho Mail Admin Console. The updated names appear correctly in the Admin Console and in the users’ Zoho Account profiles, but Organization Contacts still contain the previous display names. As a result, compose autocomplete
This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hello, I am the Super Administrator of the Zoho Mail organization for carrytrail.com. The domain has already been verified, but when I try to create the user. I receive the following error: “This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com
Tip #92 – Organize your support operations with Departments – ‘Insider Insights’
Hello Zoho Assist Community! As a support team grows, so does the complexity. Different customers, different products, technicians spread across regions, and each group needing its own way of working. When everyone operates from a single shared space,
Introducing Zoho Office Desktop
Hi users, We are excited to announce Zoho Office Desktop, a single app to install, update, and open Zoho Writer, Sheet, Show, and PDF Editor on Windows and macOS. It includes: One home for every app: Choose the apps you want, and a guided installation
How Can You Find Broken Internal Links Without Checking Every Page Manually?
Broken internal links are a common technical SEO issue. They can send visitors to missing pages, interrupt navigation, and make website maintenance more difficult. On a large website, checking every link manually is simply not practical. So, how can you
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