Recent Topics
ZohoBooks - "Account transactions" report doesn't have any "Desciptions"
Hi, I'd like to push for this to be included in ZohoBooks: In a "account transactions" report all the numbers are right, but I'd really like to see the "Description" as part of this report, i.e. the line-item-description as I would see it in the bank statement. Essentially all you see is a list of numbers adding up to the total. It is very difficult to see if things are right without being able to see what exactly each transaction refers to. Going into each transaction one-by-one is not a workable
Zoho Projects | Q3 Updates
Hello everyone, Here's a roundup of everything we released from July to September. We have added some new features as well as improved some of the existing ones. Project Financials Finance Integration Integrate your Project with Zoho Books, Zoho Invoice,
Meet your customers on Arattai, from inside Zoho CRM
Hello everyone, Your customers reach you on the apps they already use. Zoho CRM now supports one more: our very own Arattai! When someone messages your Arattai Business number, the conversation arrives in the Messages module in CRM, right beside your
Running Balance
Please add automatically Running balance in ledger view. Taking lot of time, every time to add manually
MAKING ENTRY TIME MORE USER FRIENDLY AND FASTER O PREVENT TAB TIME
I AM CURIOUS TO KNOW IF WE CAN MAKE IT MORE USER FRIENDLY WHILE MAKING BILLS , I MAJORLY USE OVER DESKTOP SO I AM SUGGESTING TO REMOVE TAB TIME WHILE ENTERING BILL OR MAKING INVOICE DIRECT JUMP TO ONLY REGULAR PARTS OF THE BILL . YOURS RAKESH 782866
Unable to export reports despite enabled report export permissions
Hi Zoho Community, We are unable to export reports in Zoho CRM. When attempting an export, we receive the following error: “Cannot Export Report — You do not have permission to export one or more modules used in this report. Please contact your administrator.”
Add Payment Information (like Bank details)
I am using the Free plan of Zoho Books. I need to add the bank details/ UPI details on the invoice. How can I do that. I have added the details in the Bank Section.
Keep Sensitive Customer Data Private with Field Masking in Zoho CRM
Hello CRM community, Customer records in your CRM are often accessible across multiple teams, but not every team needs visibility into every field. A non-sales team, for instance, has no real need to see a contact's mobile number, and a support agent
Generate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
Notes - Reaction Buttons
Using the native notes option within CRM is fine, it works and the RTF features are great, however, would it be possible - if there isnt already something in place, where we can add a reactions button, similar to teams/whatsapp to show that its been read
Generate a link for Zoho Sign we can copy and use in a separate email
Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
Need help with importing expenses
I'm using the template downloaded from the application. When I try to import my expenses, I get the message: Duplicate entry in the Expense Date column. Ensure it contains unique values. None of the rows will import. There are duplicate dates, but they
#12 Bringing In A Second Pair Of Hands
Meera's studio became a two-person business in month five. Adding the second person took ten minutes. Working out why Meera herself was showing up as Staff took considerably longer. The Usual Way To Do This Covered in our published General FAQ, with the
How can I add a Custom Field (or Customer_name) to a picklist?
Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.
Support Plan: Recuring Issue
Hi Zoho Team, Could you please look into this recurring alert and provide clarification on why this restriction is still in place? This issue has become a bottleneck in our workflow, significantly limiting our automation capabilities. We are unable to
Header Line in Quote product rows
I believe this is an essential feature that Zoho should provide us, when adding products we want the ability to add titles for our product, in quotes: The Solution/Category Title Product1 Product2..... and then it would show the sub-total of that title
Widget Height were destroyed
All widget heights in the Details Canvas view are broken. Moderation Update: This issue with widget heights in Client Script popups and flyouts has been resolved. Widgets should now display at their expected heights.
How to Fix the Corrupted Outlook 2019 .pst file on Windows safely?
There are multiple reasons to get corrupted PST files (due to a power failure, system crash, or forced shutdown) and several other reasons. If You are using this ScanePST.EXE Microsoft inbuilt recovery tool, it only supports the minor corruption issue
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
👍 Zoho CRM's Notes now gets Reactions and a new look
Moderation update: Currently available in the following DC's CA, AU, CN, UAE, JP, SA - All Editions EU - Free, Standard and Professional Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records.
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
Add @Mention Notifications in Zoho Cliq for Zoho Project Mentions
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding "Projects Bot" Cliq bot notifications for @mentions inside Zoho Projects comments (Tasks and Issues). Current Behavior: At the moment, when someone
Can't connect to POP and SMTP over VPN
I use Thunderbird to access Zoho Mail via POP and SMTP. I have configured an app-specific password for Thunderbird to use. Everything is properly configured and works correctly — until I enable my VPN. I'm using a paid commercial VPN service (Mullvad).
Outgoing Mail Blocked – Suspicious Login Activity (Need Clarification and Solution)
Hello, I’m currently facing an issue where my Zoho Mail account has been blocked due to “suspicious login activity,” and outgoing emails are restricted. Here are the details shown: Block type: Outgoing mail blocked Reason: Suspicious login activity A
Online Payment Fees
We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd
O SalesIQ aceita números do Whatsapp Business com coextistência?
Tenho uma equipe com vários vendedores e cada um deles tem um celular corporativo usando o Whatsapp Business para se comunicar com os clientes. Estamos no plano Zoho One e esses mesmos vendedores também usam o SalesIQ para atender os leads que vem do
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
Losing description after merging tickets
Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.
Any update on much requested feature, to delete attachments without deleting the e-mail body?
People have been requesting the ability to delete e-mail attachments without deleting the e-mail for more than ten years now. The latest I see is marked "Working On It" and a year ago it was supposedly being added, see here: https://help.zoho.com/portal/en/community/topic/is-there-a-way-to-delete-mail-attachments-without-deleting-the-text
Undo/redo when composing Mail
Where is the undo/redo button when composing mail? I've new to Zoho, I've looked, I've searched and can't find it. What am I missing?
Mail menu bar items missing in Inbox and folders
Last night some shortcuts such as Move to Folder, Archive, Delete, Mark as spam, and others, disappeared from my Mail menu bar, along with items in the vertical three dots extension such as Mark as read, Flag as, Mark as unread, etc. What I now have instead
ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer
This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. *****, ERROR CODE :554 - Your access to this mail system has been rejected due
Sent items with shared folders
Hello, this is in some way in between a problem and an idea. When sharing folders (which is actually not any close to a shared mailbox...) the person which the folder has been shared with can access that folder and can send emails when delegation is
What's New in Zoho Inventory | July & August 2026
Hello users, The July and August 2026 releases bring a range of new features and improvements across the product. From the Nigeria Edition and Super Admin enhancements to Sri Lanka IRD-compliant invoicing, Loyalty Program Management, and improvements
E-mail com problema
Não estou recebendo e-mail desde Janeiro. Algo desconfigurou e eu não consigo resolver. Podem ajudar? Aguardo. Wagner Della Aversana Whats 55 11 985119899
Account Blocked due to Suspicious Activity.
Hello, Trying to get access to my account, I have found this message above in the subject of this message. I am unable to log back to my account (see err. mess. below.) and thus cannot get rif of this following the Zoho procedure : I followed the step
SAML authentication in Zoho Mail: Simplify and secure your organization's login management
Managing login credentials across multiple web applications can be challenging for organizations with a large number of users. Without a centralized authentication system, users are required to maintain separate passwords for each application, increasing
How to prepare a balance sheet for a company that has no operations yet?
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Can't create new account in zoho email
Hello, i'm trying to create some free accounts to my customers... and since yesterday i can't create a new account, what is wrong? why i can't create free account? Thank You
Name autocomplete
Hi, During searching emails the web tool does not always propose the auto-completion of the saved emails. As a result I either have to go to contacts and look up the exact email, or the exact full name including the middle name and any dots, which is
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