Function #20: Custom calculation in item table of invoices
When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would
Du prompt à la production : comprendre le fonctionnement du MCP
Le Model Context Protocol (MCP) est un protocole ouvert qui standardise la manière dont les applications se connectent aux modèles de langage (LLM). En termes simples, le MCP est le « USB-C des agents IA » : une interface universelle qui relie l’intelligence
Introducing PDF conversion in Deluge
Hello everyone, We're pleased to introduce built-in PDF conversion capabilities in Deluge with the launch of the convertToPDF task. As PDF is one of the most widely used formats in professional environments, this task helps streamline document generation
Webinar Alert: Learn how to decode your landing page performance with analytics
Every click, scroll, and drop-off tells a story. Are you listening? Join our Landing Page Analytics webinar to understand how data can reveal what’s working and what’s costing you conversions. In this session, you'll discover The most important metrics
Zoho Forms for Vertical Studio Subscriber Organizations
We’re excited to introduce the Zoho Forms integration with Vertical Studio. This allows you to capture data using forms and send it directly to your Vertical Studio modules. With this integration, form submissions can be used to create or update records,
Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk
Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to
Introducing the New Applications Module
We're excited to introduce the Applications module, a powerful new feature designed to revolutionize how you manage job applications. This module offers a more streamlined, efficient approach to tracking and processing candidates throughout your recruitment
Function #25: Automatically generate purchase orders from a sales order
We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
Automation Series #3: Macro vs Workflow in Zoho Desk
Workflows vs Macros in Zoho Desk: Choosing the right help desk automation This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused
Introducing our new 'Extension Development' Series!
Hello users, We're excited to launch a new series on 'Building Extensions in Zoho Sprints' where the workspace owner or developers can learn to customize the workspace to meet their unique or niche requirements. Each post in this series will guide you
Product Updates in Zoho Workplace applications | March 2026
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of March. Zoho Mail Create Collections Under Categories in Bookmarks Create multiple collections under categories
New Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if
Introducing user groups, roles, and profiles in Zoho Sign
Hello, Today, we're excited to unveil user groups, roles, and profiles to offer granular access controls in Zoho Sign. These help administrators manage document visibility and accessibility based on assigned user roles and permission sets. User groups:
Add org-specific data with Custom modules
Zoho Sprints offers a wide range of default modules designed to support agile project management. However, some projects or organizations may require additional modules to store project-specific or organization-specific data. To address this, Zoho Sprints
Give your organization a branded login experience with White Labeling
When users log in to their email, the URL they land on is often the first thing they notice. A generic login page can feel disconnected from your organization's identity, especially when you have already established a strong brand presence. For administrators,
What's New in Zoho POS - March 2026
Hello everyone, Welcome to Zoho POS’s monthly update, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how March went. Zoho POS Android app with Arabic and RTL support for Saudi Arabia We have launched the
Zoho Projects Android and iOS app update: Custom modules
Hello everyone! We are excited to introduce the custom modules within the Zoho projects mobile app. Custom modules allow you to define your own entities with relevant fields, enabling you to capture and manage information specific to your workflows beyond
Zoho Projects iOS app update: Flag type(Internal/ External) information in Task list header
Hello everyone! We have now included the Flag(Internal/ External) type information on the Task list header within the Tasks listing screen of the Zoho Projects iOS app. This enhancement enables you to distinguish between the internal and external tasks
Free virtual webinar: Zoho Sign for Q1 2026
Hi there! We’ve packed this quarter with some of our biggest updates yet—and you won’t want to miss what’s new in Zoho Sign. Watch this video for a quick rundown: Join our upcoming webinar for a complete walkthrough of the latest features, enhancements,
Update to CRM Custom Buttons: Collect Users' Location
Hello everyone! Buttons in Zoho CRM allow you to extend the default CRM capabilities for your bespoke business needs. It provides the flexibility to connect to any third-party application to perform necessary actions. Wouldn't it be better, if those buttons
Introducing Custom Columns in Forecasts
Hello Enterprise Support Community, Forecasts in Zoho CRM help sales representatives, managers, and business stakeholders evaluate performance and plan future sales activities. While standard metrics such as Target, Achieved Amount, and Pipeline Amount
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
Plug Sample #15 - Enable Human-Like, Contextual Interactions in SalesIQ with Zia Agents
Zia Agents are conversational AI assistants designed to understand user intent and respond intelligently, helping businesses automate conversations and offer personalized support at scale. While Zia Agents are yet to be publicly released, access is currently
【Zoho CRM】キオスク機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 Zoho CRMのキオスク機能のアップデートを紹介します。これまで以上に柔軟性が増し、データ処理が高速化されたことで、リアルタイムのデータ取得が可能になりました。 目次 クライアントスクリプトで、キオスクをどこからでも起動が可能に 新規データ作成処理を使用してキオスク実行中にデータをリアルタイムで取得 データ取得画面における新しい機能強化 1. クライアントスクリプトで、キオスクをどこからでも起動が可能に キオスク向けクライアントスクリプトのサポート（第一段階）がリリースされました。これにより、Zoho
DYK 2 - Filter Columns in List View
Did You Know you could filter columns across lists in Zoho Projects ? This allows you to quickly narrow down large datasets without navigating to the filter panel from time to time, making it easier to focus on what matters right from where you are working.
Introducing Auto-trigger for Screening Bot
Still manually sending screening tests after every application? Not anymore. With Auto-trigger for Screening Bot, screening now begins automatically. When a candidate applies for a job that has an attached assessment, Recruit checks whether the test has
Canvas templates can now be shared with different CRM organizations
Moderated on 14th February, 2023: Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help doc -Customizing Record Detail Page Using Canvas Dear All, We hope you're well!
Microsoft Teams integration in Zoho Apptics
Good app monitoring is not just about collecting data. It is about making sure important updates reach the team in time to act on them. When an app crashes or a user shares feedback from within the app, teams should be able to see it promptly without
Supercharge Your Zoho Billing Workflows with AI Using Zoho MCP
What is MCP and how does it connect to Zoho Billing? If you've ever wished you could just tell your billing software what to do without clicking through menus, running reports manually, or switching tabs every five minutes, that's exactly what the Zoho
Automation Series: Notify Admin When User Accepts an Invitation
In Zoho Projects, a portal is an organisational-level workspace where user can manage multiple projects. To join a portal, a user will have to accept the portal invitation. However, it is important for admins to be in the loop when a user accepts the
Introducing note actions and dynamic visibility in Kiosk Studio
Hello all, We are introducing enhancements to Kiosk Studio that will improve the product scope and meet your custom needs more precisely. What's new? Add notes as Actions: You can add notes to CRM records as kiosk Actions, as well as insert merge fields
Introducing Bin Locations In Zoho Inventory
Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature
Gear up for the Zoho Finance & Operations Workshop 2026!
Hello everyone! 👋 We're excited to announce that the Zoho Finance & Operations Workshop 2026 is officially underway! As our global community continues to grow, we're expanding our locations to connect with users around the world. If you haven't had a
Six important date functions every professional should know
You probably use plenty of formulas already, but there are some that are essential for people in business roles, such as date functions. These tools help with scheduling, predicting, and tracking, and they can be useful whether you're dealing with payrolls,
Make and receive calls from Bigin's Android app
Hello everyone! We're happy to announce that Bigin's Android app (version 2.0.0) now supports built-in telephony, RingCentral, and Zoho Voice, all of which enable users to make and receive calls from the Bigin app. You can only configure the telephony
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
Gear up for the Zoho Finance & Operations Workshop 2026! [India]
Hello everyone! 👋 We're excited to announce that the Zoho Finance & Operations Workshop 2026 is now underway! As our global community continues to grow, we’re expanding our locations to connect with users around the world—giving you more opportunities
Gear up for the Zoho Finance & Operations Workshop 2026!
Hello everyone! 👋 We're excited to announce that the Zoho Finance & Operations Workshop 2026 is officially underway! As our global community continues to grow, we're expanding our locations to connect with users around the world. If you haven't had a
Gear up for the Zoho Finance & Operations Workshop 2026!
Hello everyone! 👋 We're excited to announce that the Zoho Finance & Operations Workshop 2026 is officially underway! As our global community continues to grow, we're expanding our locations to connect with users around the world. If you haven't had a
Gear up for the Zoho Finance & Operations Workshop 2026!
Hello everyone! 👋 We're excited to announce that the Zoho Finance & Operations Workshop 2026 is officially underway! As our global community continues to grow, we're expanding to select international locations to connect with users around the world.
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