Allow admins to define and enforce tab order for Client Portal users in Zoho Projects

• Topic Participants

• Ram Freedman

  

• Tony

• Sticky Posts

• Enhanced Collaboration and Global Web Tabs

  Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be grouped

• Choosing the Right Automation in Zoho Projects

  In any project, different types of actions are needed at different points. Some projects require control on how tasks move, some require reacting to updates, and some require executing additional actions beyond the task. Automation in Zoho Projects is

• Introducing Version-3 APIs - Explore New APIs & Enhancements

  New Update - The end of life timeline for V2 APIs has now been extended to 30th June, 2026 Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better.

• CodeX Scripts for Enforcing Custom Project Logic

  Every organization has a defined way of executing projects. There are clear expectations around how tasks should move, when projects should progress, and which actions require validation. When these rules are consistently followed, projects remain structured

• Automation Series: Auto-create Dependent Task on Status Change

  In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup using

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  I've edited a list in creator, but when I open it in the live version the list is completely different. Anyone know why this is happening? Edit Version: Live Version:

• Recurring Invoices not generating – "Next Invoice Date" has passed despite "Active" status

  Hi everyone, We are currently experiencing an issue in Zoho Books where our recurring invoice profiles are not generating invoices/drafts as scheduled. The Problem: As shown in the attached screenshot, the "Next Invoice Date" (Nächstes Rechnungsdatum)

• Introducing the New Zoho Assist Quick Support Plugin

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• Account Reconciliation via API

  I am suggesting that the Zoho Books team considers making it possible to do an Account Reconciliation via API. The use case I have in mind is specific, but also fairly common: merchant services clearing accounts. Currently, the only way to reconcile an

• Edit a previous reconciliation

  I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.

• Adding a custom formula field from sub-forms

  I have used my 5 Aggregated Sum fields in the subform. I have another column I want to add a summary of. This can be in a separate section/field. The formula field won't pull in information from the sub-form. How do I pull information from the sub-form

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

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• When will Zoho Trident come to Linux?

  It already is implemented for MacOS, which is *nix based operating system. When will it be ported to Linux?

• 普段使っているAI、Zohoと繋げてもっと便利にしませんか？【Zoho MCP】

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• Zoho Commerce and Third-party shipping (MachShip) API integration

  We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to

• Need help to evaluate if Commerce is good for me

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• Zoho Commerce + MCP + Claude

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• UK payroll entries

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• auto add as member the contact owner

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• Get Files Associated to Data Template via API

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• Zoho Book - Banking Module - Cash Credit account

  I have a CC account with a bank. I initially added the account as a 'Bank Account' under the banking module in Zoho Books. However, this CC Bank Account is showing as an asset instead of a liability. I have added the account as a credit card account but

• Remove Zoho Header from Portals

  I have a portal page with custom domain. But when I print directly from a webpage, the Zoho CRM header shows. It kind of kills the branding aspect. Is there a way to get rid of this?

• 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

• Host not reachable when sending

  For few partner that I send regular emails now got error and they don't receive emails Temporary failure fam-xxx.hr/185.xx.xx.xxx Host not reachable. Have more than 20 mails in https://mailadmin.zoho.eu/cpanel/home.do#mailSettings/retryEmail please

• IP flagged as abusive

  I'm getting the error that 136.143.188.15 is listed as abusive. I've checked with mxtoolbox.com and it is indeed in the list

• App passwords stop working

  Some of my app passwords appear to stop working after awhile. Seems to happen every 6 months or so. Just had to change one again for the second time in a year. Is this a bug or a feature? Or perhaps changes are being made on the back end on occasion that

• Duplicate entries for contacts birthdays

  Good morning I have recently started to use my Zoho calendar and noticed that there are multiple birthday events showing for some of my contacts. I have checked my contacts and there were duplicates for some contacts which I have now rectified but the

• Problem: New Email Consistently Failing to Sync/Display in Inbox

  Recently, I have noticed that my Zoho Email inbox does not indicate I've received a new email, until I go to *another* folder and then return to the inbox. Only then will new emails be displayed. This has happened 100% of the time, during the past few

• Zoho IMAP Access to mail doesn't sync messages

  As stated in the topic - I have company account email address setup, and it has ( as in the picutre ) ActiveSync and Imap access enabled. However the messages does not show up while logged in in Zoho Mail however when I log in in thunderbird everything

• 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

• Temps working custom view in Zoho Recruit

  How do you create a custom view of temps working for this week.  I have tried multiple combinations of job status, start date, end date etc but I am unable to find the correct combinations to show the temps I have working this week?? Any suggestions on how I can do this. 

• Client Scripts similar to CRM?

  Hi, Is there any plans for Client Scripts to become a feature of Recruit? Feel this will be a great benefit to a number of users. Would be great for example in cases where a Client has banned / blacklisted a Candidate - so that if that candidate is associated

• Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

  Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the

• Automated entries past the current month in a calendar report

  Hi all, I have an automation problem. I have a form which on successfull entry adds either 5 or 10 more of these entries with a slight change so our customers can see it throug a calendar report on the webiste. The entry put in manually shows up perfectly

• Billing Status Update

  Hello Latha, I’m working on a new automation (deluge) to fulfill one of our requirements. In this automation, there is a step to update the Work Order billing status from “Not Yet Invoiced” to “Non-Billable.” I tried to find the API information relevant

• What's New in Zoho POS - April 2026

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• Many Zoho POS Issues

  Can not apply credits from a customers account as a form of payment. It shows that you can but there is a bug that does not execute the action. Reported many times. Can not view Sessions from Zoho POS WebView, throws a JQUERY error Workflows and actions

• HOW I CAN GET BETA VERSION FOT TESTING

  HI. ZOHO I AM INTERESTED IN YOUR BETA SOFTWARE TO EXPERIENCE NEW FEATURES.

• Multiple EAN code for product

  option to add multiple EAN code for product???

• Issue adding/changing mobile number for OTP

  Hi Zoho Community, I’m trying to add or change my mobile number, but I keep getting this error: “We’re unable to send OTP to this mobile number. Please contact support-as@eu.zohocorp.com” Because of this, I can’t verify my number or continue the setup.

• Zoho Payroll Canada does not work

  We submitted payroll within the required timelines. The money was withdrawn from our account and our employees have not been paid. Impossible to get a hold of someone at Zoho. I can’t believe the company operates like this. What a bloody disgrace. Shame

• Enhance Appointment Buffers in Zoho Bookings

  There was previously a long-standing feature request related to enhancing the way appointment buffers work in Zoho Bookings, but it looks like the original post has been deleted. I am therefore adding a new request that Zoho Bookings adjust how appointment

• Functionality based URL to find records due today or in the next week

  I need to construct a URL to filter a view to records where the evaluation is due soon (i.e. in the next 7 days). To me, that includes today, but Zoho has a different opinion. Zoho defines 39 as NEXT_7_DAYS but this gives unexpected results. https://creatorapp.zoho.eu/...#Report:My_Evaluations?Evaluation_due_by_op=39

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