Feature Request: Stripe Terminal Integration
I would like to request the addition of Stripe Terminal integration to Zoho Books, which will help process in-person payments. While Zoho Books already supports online payments through Stripe, extending this functionality to include Stripe Terminal would
Create Project while winning potentials - Projects v3 api updated code
Hi all, I've been using the built in function to create a project while a deal is closed won and noticed it had some missing fields when trying to reference the zoho projects v3 api documentation. Specifically the project group had some issues when adding
Rich Text/WYSIWYG Input Area
I'd like to have an option on ZoHo creator to create an input text area for HTML/rich text formatting. :)
Ability for Super Admin to Set Locale Information for Users in Zoho Recruit
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability for Super Admins to configure Locale Information (Country/Region, Date Format, and Time Format) for users in Zoho Recruit. Currently these settings are only configurable
Add a block or widget to Zoho Sites that allows users to create an interactive contact card with contact buttons (email, LinkedIn, website, etc)
The proposed feature consists of a pre-designed, customizable block that displays a person's contact information (e.g., a speaker, sales representative, or independent professional) and offers quick access to: Email (icon with mailto: link) LinkedIn profile
Link project invoices to sales orders
As a business owner and project manager I create estimates with my clients which then become sales orders. When billing for project work I want to invoice against the agreed sales order. I see that I can create invoices and link them to sales orders in
The Urgent Need for Native Brazilian Payment Integrations: PIX and Direct Bank Connections
Hello Zoho Team, I am writing to emphasize a critical functionality gap for Zoho Books in the Brazilian market: the lack of modern, native payment gateway integrations. The current options are insufficient. The Mercado Pago integration, for instance,
How to Fetch Images from Related Modules in Zoho CRM Mail Merge Templates?
Hi team , Hope this email finds you well. I have a requirement where I need to create mail merge templates within Zoho CRM in such a way that they fetch images from a record stored in a different module. The way it works is I have one module "A" which
Gaps in Core HR Functionalities in Zoho People
Hello People team, We've been using Zoho People for quite some time now and truly appreciate its flexibility and customizability. That said, I wanted to share some feedback based on our experience implementing core HR processes within the platform. Several
NFC Support
Hi, I would like NFC Support like Zoho Creator, to pre-fill field values by scanning an RFID device. Zoho Creator NFC here: https://www.youtube.com/watch?v=F4JoMWnF82I Both on a Field's User Input (Mobile Apps), in additon to QR Code & Barcode today,
Custom Roles & Granular Permission Control in Zoho SalesIQ
Hello Zoho SalesIQ Team, We appreciate the functionalities offered by Zoho SalesIQ, but we would like to request a crucial enhancement regarding user roles and permissions. Current Issue: At present, Zoho SalesIQ provides fixed roles—Admin, Supervisor,
Kits: Option to Hide Associate Items on Documents
The new Kit type of Composite Item is very helpful, and we're already using it in several different ways. One problem is that there seems to be no way to hide the components on some documents, including Package Slips. There is an option given in settings
Is it possible to Bulk Update 'Product Name' in Zoho Desk?
Is it possible to Bulk Update 'Product Name' in Zoho Desk? I cannot see that option now. Kindly help how we can do it.
Customer Payment
Seprate voucher required for cash and bank .You can not authorized any one to enter cash payment .In statement clearly shown is it bank receipt or cash recipt .
Allow Equity Accounts to be Used for Expenses
Currently, when entering an Expense or Bill, the Expense Account (account to be debited) allows for accounts in any of these categories to be chosen: COGS Expense Other Current Liability Fixed Asset Other Current Asset Noticeably missing are Equity Accounts.
Trigger for Validation Rules
Currently in Zoho CRM we can set a trigger for workflows, blueprints etc in a custom deluge function But Validation Rules are missing For example if I run a custom function to update a record, it bypasses the validation rules It would be really beneficial
Automatically Hide Unauthorized Sections from Agent Interface in Zoho Desk
Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request regarding the user experience for agents in Zoho Desk who do not have permission to access certain sections of the system. 🎯 Current Behavior At present, when an agent
Formula Fields inside of Blueprint Transitions
We would like to have formula fields inside of blueprint transitions. We type in currency fields and would like to see the result inside of a formula field. Our use case: Send out a price for XY 1. Filling out cost fields 2. See gross profit
A way to create kits (groups of items) that do not require bundling and are added to an order as the individual items
We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group of
Allocating Salesman To Customer
Hello, please add a feature to allocate a salesman to a particular business customer/account. Regards
Tip 31: How to make a field in a Zoho Creator form mandatory based on criteria
Hi folks, I'm sure most of you are familiar with the Mandatory property available in our form builder. It enables you to ensure that your users enter an input in a required field. If they don't enter an input in that field, they'll be unable to submit
Bulk update account type when adding a bill
Hi I've only been using Zoho Books for a short while but I'm impressed so far, keep up the great work. One minor issue I'm coming up against is when creating a new bill from a scanned document (supplier invoice). In some cases, the supplier invoice could
How do I modify the the incoming/current call popup? I can modify other call pages but not that one.
I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the main
Canvas: Add Sections to Detail View
Currently it is only possible to add fields to a canvas detail view. This makes Canvas hard to maintain, because everytime we add a field to our system, someone needs to go into the canvas view and add it there as well. This leads to additional work and
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
Add Usage & Voting Analytics for Knowledge Base Articles in Zoho SalesIQ
Dear Zoho SalesIQ Team, We appreciate the current integration between Zoho Desk and Zoho SalesIQ that allows knowledge base articles to be synced and displayed to users directly within the SalesIQ chat interface. One valuable feature already available
Real-Time Alert or Status Indicator for WhatsApp Connection Issues in SalesIQ
Hi Zoho Team, We’d like to request a feature enhancement in Zoho SalesIQ related to WhatsApp integration stability and visibility. Recently, we encountered a critical issue where our WhatsApp bot stopped responding to messages without any warning or alert
Customization of Chat Transcript Emails in Zoho SalesIQ
Hi Zoho SalesIQ Team, I hope you're doing well. We would like to request the ability to customize the email template that is sent to clients when they request a chat transcript from SalesIQ. Currently, when a client clicks the button to receive their
Multi-Card Selection and Cross-Zobot Copy-Paste Functionality
Dear Zoho SalesIQ Team, We’d like to suggest a productivity-enhancing feature for the Zobot builder in Zoho SalesIQ: the ability to select multiple cards (modules) at once using a selection area, and then copy-paste them either within the same canvas
Ability to Initiate WhatsApp Template Messages in Zoho SalesIQ Without Preexisting Chat
Hi Zoho SalesIQ Team, I hope you're doing well. I understand that with the WhatsApp integration in SalesIQ, clients can contact us via WhatsApp, and we can use WhatsApp templates to send messages outside of the 24-hour window by reopening an existing
Help Needed with Creating Close % Reporting
Now that our company has a good data set to work with we want to use ZCRM reports ways to track the performance metrics we have established. Specifically, I want to be able to calculate closing % for individual salespeople and individual support people.
Delivery Note Delivered item must be reduce in inventory stock
When I create any Delivery note with product like mobile In our stock if it was 10 Unit I sold thru invoice, 4 unit And thru Delivery note, 2 Unit and I also change Delivery note status as delivered So in my stock it should display remaining 4 unit But write now it display 6 unit only. Please help me for that Because when I creating new invoice it display 6 unit in stock but actually in my physical stock its only 4. So I miss guide with stock display
Trigger a field rule when Choice Availability reaches 0
First of all, thanks for shipping the new Choice Availability counter. It solves the basic “stop over-booking” problem. What’s missing, though, is a way to react when an option is sold out. Right now we can only disable/hide the choice; we can’t fire
Include Article Sync Details in SalesIQ–Desk Integration Notification Email
Dear Zoho SalesIQ Team, Greetings, We are using the integration between Zoho SalesIQ and Zoho Desk to sync articles from the Zoho Desk Knowledge Base into SalesIQ. As part of this integration, we receive the following email notification: "Your scheduled
Related activity records for custom modules
For default modules in CRM, whenever I create a task for a contact, the task also appears in the record for the parent account. How do I replicate this with custom modules? My specific situation is that I have a custom module as a child module to Accounts.
Add Built-in "Partner Finder" / "Contractor Directory" Tab to Zoho Desk Help
Hi Zoho Team, We hope you're doing well. We would like to request a new feature for the Zoho Desk Help Center: A built-in, configurable "Partner Finder" / "Contractor Directory" tab or section, similar in concept to your own Zoho Partner Finder at: 🔗
Question Regarding Deleted Reports in Zoho Desk Analytics
Dear Zoho Desk Support Team, I hope this message finds you well. We have a question regarding the Analytics module in Zoho Desk, specifically related to deleted reports/dashboards. We would like to understand the following: Is there a recycle bin, recovery
Add an option to start zobot when user clicks the Chat with Us button
I would like to have an option to start the zobot when user clicks on "Chat with us" button when chat widget is maximized that way visitors could see first the homepage and decide which channel they would like to use to connect, or to see the quicke help
Zoho Books - Feature Request - Provide "Show PDF View" toggle on Invoice records
I have noticed it is possible to activate or deactivate the PDF preview on some records but not all. This would be very helpful on Invoices when a custom template is being used and the PDF preview does not represent the output file. Not available on:
Add Resource variable to notification email customisation for Event Type
The notification email customisation feature for Event Type does not include a variable for the Resource field. Without this field, Zoho Bookings cannot be used by any business for resource-based services or event types e.g. room bookings, equipment bookings.
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