Recent Topics
Can Zoho Mail Be Used with Google Workspace Without Migrating Emails?
Hello Zoho Community, We currently use Google Workspace for our company emails and do not want to migrate our email accounts or data to Zoho Mail. However, we would like to use Zoho Mail as an email client, similar to Microsoft Outlook, by connecting
Topic assignment to a contact list never completes in Zoho Campaigns
Hello, I am experiencing an issue in Zoho Campaigns when trying to assign a Topic to a contact list. When I select a list and try to assign a Topic, Zoho displays the following message: “This process will take a few minutes. You will receive an email
Subforms and automation
If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM
[ZohoDesk] Improve Status View with a new editeble kanban view
A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
Zoho Assist Feature Update: September 2026
Custom View Filters in Scheduled Reports Scheduled Custom Reports now support saved Views. Select a View when setting up your schedule, and only the data matching its filter criteria will be delivered to recipients in each email. Without a selected View,
Tip #89 – Access, print, and manage remote files from your local printer with Remote Printing – 'Insider Insights'
A team member working from home urgently needs a document that's sitting on the office system. The office is locked and nobody is around to access it. Emailing the file means routing a sensitive document through external channels, and that's not something
The reason I switched away from Zoho Notebook
My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital
Important: Teamwork Projects Integration Moving to API v3
Hello Teamwork Project users, We are migrating the Teamwork Projects integration from the legacy V1 API to V3 API. This upgrade enables support for custom fields from Teamwork Projects, allowing users to import custom modules and fields into Zoho Analytics
Introducing Night Mode for Zoho Recruit [BETA]
Late-night hiring sessions? Long hours reviewing resumes? We heard you. Night mode [BETA] is now available in Zoho Recruit, giving you a cleaner, more comfortable workspace that’s easier on the eyes while keeping the focus on what matters most: hiring.
Sent Items folders not syncing on Thunderbird
HI, I run TB on multiple devices, since the middle of September all the devices have stopped synchronising the sent items folders, all mail is received and sent correctly and stored in my zoho webfolders. I haven't changed any of the settings. Any ideas? This is also the case in my 'paid for' accounts with ZOHO and Thunderbird Many thanks Tony whittingham
Thunderbird not retrieving Mail automatically
Hi, I have set up Zoho in Thunderbird all fine, the only problem is that the mails are not coming to Thunderbird automatically, they only come when I initially start up Thunderbird, any ideas for a fix on this cheers
Free Webinar Alert! Don’t take the bait: Everyday email safety in Zoho Mail
Hello Zoho Community! Think you can spot a suspicious email before it catches you off guard? Join our upcoming webinar, “Don’t take the bait: Everyday email safety in Zoho Mail,” and learn how to recognize common email threats and build safer habits for
Do you know which 20% of your products generate 80% of your revenue?
Not all products earn their place in your inventory. In almost every catalog, a small group of items drives most of the revenue, while a long tail quietly ties up storage, counting effort, and working capital. The trouble is, most teams treat every SKU
How can we allocate incoming PO stock to Sales Orders, and does Backorder automatically reserve it upon receipt?
Hello Everyone, We want to allocate incoming Purchase Order quantities to specific Sales Orders before the stock arrives. For example, from an existing PO of 100 pieces: 40 pieces assigned to SO-A. 35 pieces assigned to SO-B. 25 pieces left unallocated.
Convert an Existing Single Item into an Item with Variants
Hello Zoho Team, Introducing variants is a great addition to Zoho Inventory. However, we would like to request an option to convert an existing single item into an item with variants. For example, Item A initially comes in only one colour, so we create
inventory removal at packing list or shipment.
currently our system is set to remove inventory at invoice. This is creating an inventory nightmare? Is it possible to change the settings to remove the item from inventory at either the packing slip stage or shipping the item.
Delug script
I have been looking at auto-update a amount (home currency) field from another module. Zoho native multicurrency was used in the other module (we have 4 here). Custom script was input with no error, but the field was not updated on trigger. Script as
Zoho Desk API modifiedTimeRange returns HTTP 500 around 2026-03-08T02:00:00.000Z
Hello Zoho Support Team, We are experiencing a reproducible HTTP 500 Internal Server Error when querying the Zoho Desk API search endpoint with a specific modifiedTimeRange boundary. ### API Endpoint GET /api/v1/tickets/search ### Reproduction Steps &
Allow Email Attachments to Be Opened Directly in Zoho CRM
Hi all, It would be very helpful if attachments linked to an email in Zoho CRM could be clicked and opened directly from the email preview. Currently, the attachment names are displayed, but the experience of viewing them is unnecessarily limited. Users
GEO and Zoho Desk
Has anyone done anything with GEO (generative engine optimization) and zoho desk KB? Are there any plans from Zoho on adding the ability in inject GEO scripts in KB Articles?
How to add custom lookup-type field to meeting module form in Zoho CRM
We need to have a lookup field to a custom module's record in Zoho CRM. But it appears that look-up fields are not enabled in Meetings/Events module in Zoho CRM. How do I design/implement a custom look-up type field that will lookup records from custom
AI-Powered Automation for Repetitive Tasks
Incorporating AI into Zoho People can streamline and automate repetitive administrative tasks, boosting productivity and efficiency. Automate Data Entry: Use AI to auto-capture and input data from emails and forms, reducing errors. Schedule Management:
Rotate an Image in Workdrive Image Editor
I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload
[IDEA] Bring Layout - Conditional Rules and Client Scripts to Zoho Books
The problem We run Zoho Books with two e-invoicing integrations: myData (Greek tax authority, AADE) and PEPPOL (EU e-invoicing). Between the two, our Invoice form carries a large number of custom fields — document type codes, VAT exemption categories,
Last four Digit field in Zoho Payment Received
One of our client's payment received doc has Notes, Last four digit and Transaction ID fields set, I couldn't find api parameter for these fields in the documentation... when I checked the site, it's not custom fields as well. where do i find it, any
Automatically remove commas
Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom
Show my cost or profit while creating estimate
Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .
Cash Flow Forecast Dashboard in Zoho Reports
I am exploring the capabilities of Zoho Reports and created a simplified Cash Flow Dashboard - http://db.zoho.com/ZDBDataSheetView.cc?DBID=97137000000016024 This is just a sample of the useful financial information for small businesses that can be created with this powerful business intelligence tool from Zoho.
Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview
Hello everyone, Availability: This feature is now available for all users. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built to guide our teams through form-filling by showing the right information to the
Previewing attachments in email composer (Zoho CRM)
When I am sending an email from a contact's record, when I am in the compose email screen, if I add an attachment to the email, I cannot then click on the attachment to view it to see if it is in fact the correct attachment before sending. In Outlook I can do this. Can you please look into incorporating this into future updates? Thank you, Bianca.
Lookups and Custom Modules
I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationship
can't access zoho account
I can't log in to my zoho account, can you help me
Auto sync Photo storage
Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks
Has anyone integrated Zoho with Go High Level (GHL)? Looking for guidance
Hi everyone, I’m exploring the possibility of integrating Zoho applications with Go High Level (GHL) and wanted to check if anyone in the community has experience with this. Specifically, I’m interested in understanding: Whether a direct integration is
Updating Unit Code for New Item Creation, Quote and Invoicing is so inconvenient
The Zoho Team has implemented many updates, but these updates should be optional. Before rolling out any new feature, they should already have a solution in place that allows users to remove or disable it if they choose not to use it. Just yesterday,
Item/service subtotal
Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature
Set Custom Icon for Custom Modules in new Zoho CRM UI
I want to prefill CRM Account information using the GSTIN of the Customer
Currently i need to add account details manually in zoho crm and when it syncs in zoho books manual working needs to be done. Whereas in zoho books i can prefill the customer details using the GSTIN which is great feature. Can the same be enabled for
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