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• Free Webinar - Digital signatures for digital contract management with Zoho CRM

  Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcoming

• New User Interface for your Email integration in Zoho CRM

  Hello folks,  As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**.  If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below.  **Please note that,

• Fetching leads from Zoho CRM into Zoho Creator, automatically

  I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible?   Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM.  For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically

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• [Free webinar] AI agents in Zoho Creator - Creator Tech Connect

  Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,

• プロフェッショナルプランで、見積作成時に原価と利益率を確認する代替案について

  現在、Zoho CRMのプロフェッショナルプランを利用しています。 海外から輸入した商品を販売しており、商品ごとに原価が異なるため、見積書を作成する際（または保存直後）に、その見積の原価合計と利益率を確認したいと考えています。 しかし、現在のプランではDeluge（関数）が使えず、見積書の「商品詳細」の項目をカスタマイズすることもできません。 1,見積作成画面で商品の原価を参照できるような、標準機能での工夫はありますか？ 2,レポート機能を使って、見積単位での原価・利益を算出する方法はありますか？

• Zoho Books and Pet Pooja Integration

  I've started ti use Zoho books for Accounting and Pet Pooja for billing, pet pooja team says they can integrate with tally but not Zoho books, As zoho books has API integration, I thought it'll be possible for to integrate Petpooja with Zoho books, can

• Moving Project Task to other parent not possible

  We are trying to move an existing Zoho Projects task to a different parent task via API. Example: Task ID: 289214000001385113 Current parent: 289214000001281044 New parent: 289214000001281045 We tested updating the task with: taskParam.put("parent_task_id",

• Remove or hide default views

  I'm looking to only have the views pertinent to my organization. Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...

• Add more than 7 sender addresses in campaigns

  I need to add at least 15 sender email addresses but am currently limited to 7. Please can you increase. Thank you

• Email sent to Hotmail arrives to Spam

  I'm sending email tests to my Hotmail account and they arrives to the Spam folder all the time. My domain has been verified correctly. How can I fix it?

• Let’s Talk Recruit: Your pipeline is full. So why aren’t roles closing?

  Welcome back to Let’s Talk Recruit, where we break down hiring workflows into simple, actionable insights for recruiters. The focus this month is on what slows down your pipeline even when everything looks like it’s working. Picture this. You log in to

• Search through email contents

  Is there a way to search through the email history of a lead? Meaning if among the 50 emails to a lead about different topics I want to find all the ones with the word "pizza" in the body of the email, is that possible? Thanks for your help, Hanan

• It Really Can Be This Simple

  Let's be honest.... Running a business already comes with enough moving parts. Invoices, payments, follow-ups, reminders, tracking who paid and who disappeared. It can slowly turn into a full-time admin job on its own, especially when you are a Sole Proprietor,

• Huge confusion in zoho crm and zoho analytics

  Context => We have reporting based hierarchy in zoho crm and basically there will be one sales head and couple sales managers and 10 pre sales excutives divided between 2 sales managers we have maintained that in zoho crm and there is complex reporting

• Update: [Issue fixed] Temporary access issue on Android and iOS devices

  Hello, Zoho Sheet users! We're aware that some of you are currently unable to open spreadsheet files from your Android and iOS devices. We extend our sincere apologies for the inconvenience caused. We're working on fixing the issue with highest priority

• Action Required: Migrate Your SQL Server Connection

  Dear Users, Following our earlier communication on the upcoming Zoho Analytics security updates affecting Microsoft SQL Server connections, we have revised our recommended approach. The previously shared cipher suite configuration is no longer the recommended

• Currency Change for Companies

  Hello FSM Team, We would like your assistance in changing the company currency for our UAE organization from AED to USD. Currently, all customers and users are configured with AED currency settings, and we would like to standardize the organization currency

• Accrual Data - Zoho Books API

  Hi Team, When we integrate Zoho Books with Zoho Analytics, we usually receive a consolidated dataset called “Accrual Transactions,” which contains all types of transaction data. Could you please confirm whether it is possible to retrieve this same data

• Bank Fees - Allow User to Choose Expense Account

  Bank fees from Customer Payments can only be debited against the system Bank Fees account due to hard-coding. The user should be able to select which expense account those fees are debited against. The use case is pretty straightforward. A business like

• Showing Cost Price and Profit Margin in PDF

  Hi there, We use two different types of quotes in our company. One is a version for our clients that does not include cost or profit margin information, and the other is for our internal team that includes profit margin and cost. We are running into an

• Side bar menu

  It would be great if you could stop the auto collapse of expanded menus when selecting a different module. It would save a lot of mouse clicks for a lot of users that frequently switch between sales & purchases as we do, it's easier to collapse them manually when not required !

• Remove horizontal scroll bar

  Is there any way to remove or hide the horizontal scroll bars on the iframe reports? I removed columns, but it still stays there.

• Rich Text Type Format for Notes Field

  Has it been discussed or is there a way to insert a table in the notes field? We sometimes receive information in a table format, and it would be beneficial to have it in the same format as a note on a record. Moderation Update (12-May-26): We are working

• sales IQ issue on website

  i integrated the zoho sales IQ code on the website but it is comming in distroted form i am sharing the screenshot below the website is bulit in wix platform

• Linking Contacts to Other Modules

  In creator, I've got a Contacts page with a lookup that searches Suppliers. Is there a way to have the contacts attached to the Suppliers modular as a list automatically, similar to the CRM version? It goes the other way. If I entered an Employee in the

• How would you handle Warranty replacement parts or items in zoho inventory

  Hi everyone, I'm working on setting up zoho inventory for our distribution business.  We handle the service for our customers and will replace items that malfunction under a warranty basis.  Does anyone else do this and how do you set it up in inventory?  Do you have to create a sales order and if you want to the original item back, do you use a RMA?  If so, how is it done so there isn't a credit memo associated with it? Thanks, Tim

• Atlassian Jira integration live in Zoho Apptics

  Tracking crashes and fixing them often happen with different tools. You might use Zoho Apptics to track crashes and understand what went wrong and Jira to resolve those issues. If you use both, you're probably familiar with the manual effort involved

• What's New in Zoho Billing | January 2026

  Excited about the latest enhancements in Zoho Billing? Our January updates bring an intelligent AI assistant, smarter subscription management, and improved tax compliance, saving you time and reducing manual work. Dive into the details below to see how

• Customising Outcome drop down

  Is it possible to customize the drop down list for appointment outcomes?

• Printing preview is empty

    - head-line - I'm a happy user of Zoho Writer almost a year now, but I got some seriues probelm on my Printing Preview. I wrote some long doc, and once in a while I did a printing preview, and everything were fine. Suddnly the Printing Preview is empty and the Page View dosn't deviding the doucmunebt into pages. thank you, and love your service - Eli.

• DYK 4 - Reactions

  Did You Know that you can react to comments in Zoho Projects? In a collaborative workspace, comments come in throughout the day. Some need a detailed reply, others just need to be acknowledged, and the more the replies, the harder it is to follow the

• since the new interface of ZOHO writer can't turn of automatic reminder option for merge documents

  Since the new interface of ZOHO writer I have this problem. I have a large set of templates that I use to send documents to ZOHO Sign. But now in all those templates the box for Sending reminders is ticked, which i don't want. But even if I untick the

• Introducing Interactive WhatsApp Templates and Quick Replies in the Bigin iOS App

  Hello everyone! We are happy to introduce interactive WhatsApp templates and Quick replies in Business Messaging in the Bigin iOS app. Scenario: John Bailey owns a small-scale digital marketing company. He gets an enquiry on chat while he is busy, so

• New UI for Writer - Disappointed

  I've been enjoying Zoho Writer as a new user for about 6 months, and I really like it. One of my favorite things about it is the menu bar, which you can hide or leave out while still seeing most of your page because it is off to the left. I think this

• Qualified electronic signatures (QES) via SIGN8 in Zoho Sign

  Zoho Sign now integrates with SIGN8, a qualified trust service provider (QTSP) under the eIDAS regulation, so you can collect qualified electronic signatures (QES) that are legally recognized across the EU. With QES via SIGN8, you can: Allow recipients

• SalesIQ Live Chat Widget Upgrade For Zoho Desk Customers

  The older version of the SalesIQ live chat widget will be deprecated on May 15, 2026. SalesIQ powers the chat experience across Zoho Desk, Help Center, and ASAP widgets. To ensure continued support, Zoho Desk will begin rolling out the new SalesIQ widget

• Set Custom Icon for Custom Modules in new Zoho CRM UI

• Support Custom Background in Zoho Cliq Video Calls and Meetings

  Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the video background capabilities in Zoho Cliq, specifically the ability to upload and use custom backgrounds. Current Limitation At present, Zoho Cliq allows

• Looking for Guidance on Building a Zoho Website

  I'm exploring the possibility of building a custom website with specific features using Zoho as an alternative platform. My goal is to create something similar to https://gtasandresapk.com , with the same kind of functionality and user experience. I'd

• Plug Sample #9 - Get Notified on Cliq When Your Premium Customers Interact with SalesIQ's Zobot

  Hi everyone! We're here with another simple yet effective plug for your chatbot to integrate with Zoho Cliq to make your job easier. Just imagine whenever a potential lead or your premium customers are on your website, and they engage with your chatbot,

• Upgraded sentiment analysis model for more accurate detection

  Hello everyone! Sentiment Analysis in Zia is being upgraded to a newer model to improve how customer sentiment is detected and interpreted. This transition is aimed at getting better contextual understanding across all supported channels. As part of this

• Adding contact to account automatically in helpdesk?

  Hello, We're using Zoho desk to managed our helpdesk tickets.  Is there a way to add contacts (email senders) automatically to an account based on their emails domain name?  For example:  when UserA@companyx.com send an email to our support mailbox, a trigger or a workflow would automatically add the userA to Companyx account if it does exists  Please advise Thank you 

• GLM 5 not available

  Hello, I am trying to setup a Zia Agent using agents.zoho.com. The settings says that GLM5 is among the list of free zoho hosted models available. However, when I try to setup an agent and pick a model from the list only GLM 4.7 Flash is available. How

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