Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview
Hello everyone, Availability: This feature is now available for customers in the JP and SA DCs. It is planned to be released for other customers in soon. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built
CRM's import feature has been revamped
Hello folks, We've refreshed the import feature. You can now manage large, complex imports, particularly those with related data, more easily, with fewer steps and fewer errors. This has been released for all users in all DCs. Here are the details: We've
UI Layout Issue After Activating New FSM Theme
Hello Team, I recently activated the new theme in FSM, and after doing so, I noticed some layout issues. The first issue is with the Merge function. When I try to merge records, I am unable to see the Merge button at the browser's default zoom level.
Zoho Inventory - Backorder Report
I am requesting a backorder report in Zoho Inventory to show all backorders by Sales Order and/or Customer, including the quantity of each line item ordered and quantity fulfilled. This is important for businesses who operate a lean business model and
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,
Groups and Moderation
Hi, I have set up a Group in my organisation but am having trouble with moderation. The members are a mix of addresses within the organisation and external emails addresses. The issue is how to set moderation to be off whenever any of the members sends
[Webinar] Conversational AI: The new paradigm for agentic analytics
From hard coding to powerful agents, data and analytics is undergoing a tectonic shift, and conversational agents are at the forefront of this transformation. This goes beyond democratizing business intelligence; it's about accelerating the path from
Action Required: Allowlist New IP Ranges for the EU Data Center
Update: The deadline to allowlist the new IP ranges has been extended from July 24, 2026 to August 8, 2026. All dates in this post have been revised accordingly. Dear Users, We are adding new IP ranges for the Zoho Analytics EU data center (https://analytics.zoho.eu)
Caso de Éxito: Cómo Tea Projects agilizó los procesos de auditoría con Zoho Creator
"Zoho Creator nos ha ayudado a tomar decisiones en tiempo real porque nos permite ver el estado de las producciones mientras se están ejecutando." Miguel Herráez, Gerente en Tea Projects Sobre Tea Projects Tea Projects es una empresa especializada en
Is it possible to @mention personal LinkedIn profiles?
So far, it seems that I can only mention companies and organisations. Am I doing it wrong or is this currently impossible?
Tagging on Zoho Social
Looks like I'm beating a dead horse as I searched the thread and saw multiple requests for this over the last couple of years, but never saw that it had come to be... Can we (or can we not) tag people, pages, businesses, etc across ALL the social media
Import or migrate a Word Press website into Zoho Sites?
Is it possible to import or migrate a Word Press website into Zoho Sites?
Host meetings with Zoho Sprints
Meetings are essential for any project management companies. Agile project management meetings are mostly conducted for sprint planning, daily stand-up, sprint review, sprint retrospective and general meetings that include ad-hoc discussions, backlog
How to update task start date when project start date changes?
Hi there, When the start date of a project changes, it's important to update the start dates of the tasks associated with that project to reflect the new timeline. Is there a way to shift the start date of all project tasks when the start date of a project
How do i split a shipping cost across multiple items from different vendors?
Just started using zoho. Any1 knows? Thx
Business Day Logic Update: More Accurate Scheduling for Your Workflows
Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable
Zoho Booking Workspace Language Problem
I have facing an issue regarding Zoho Booking workspace , I am trying to change the language of the workspace but I didn't find any clue how to update/change the language . Can anyone have any solution for this .
Mise à jour de Zoho Books – France
Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre
Pricelists
So we have them in books but I cannot find them in commerce?
Zoho Workshops in Frankfurt a.M. | 07. & 08. Oktober 2026
Liebe deutschsprachige Zoho Community! Die Zoho Workshops kehren diesen Oktober zurück nach Deutschland Wenn Sie das gesamte Potenzial des Zoho-Ökosystems voll ausschöpfen und aus erster Hand die neuesten Entwicklungen im Bereich der agentenbasierten
Introducing multiple hiring pipelines in Zoho Recruit
Every organization hires differently. A software engineering role may require multiple technical interviews, a sales role might focus on practical assessments, while a healthcare position could involve license verification and compliance checks. Yet until
Zoho CRM Sandbox now supports integrations
Hello everyone, We are now expanding Zoho CRM Sandbox to support integrations with other Zoho products. You can connect, configure, and validate the behavior of your integrated tools within a safe, isolated environment - testing end-to-end without touching
Announcing new features in Trident for Windows (v.1.43.5.0)
Hello Community! This release includes a collection of enhancements and feature updates aimed at making your email and collaboration experience smoother. Let’s dive into what’s new! Zoho Desk email notifications as Smart Mail. Zoho Desk Smart Mail is
'Pinned' notes feature of a pipeline record
Hi team, Could you please implement a feature which will allow users to pin different notes so that they will appear at the very top of the notes tab in a pipeline record. Sometimes we have a wide range of notes on a record which means more important
How to migrate shared mailbox from O365
Hi, i am planning a migration from Microsoft Online. Unfortunately I did not find any options in the inbuild migration tool to have a shared mailbox as migration target. How can I migrate shared mailaboxes (including calendars) to Zoho Mail? regards
Manage booking pages from your Android phone
Hello everyone! We are happy to announce that users can now add and manage booking pages from their Bigin Android app. It is a multi-step form that users can create for purposes like booking appointments, scheduling calls or meetings, conducting webinars,
Latest update in Zoho Webinar | On-demand webinars
Hello everyone,We’re excited to introduce our new on-demand webinar feature, you can now provide pre-recorded sessions that your audience can access immediately, no need to wait for scheduled sessions. Benefits of On-demand webinars : Scheduling flexibility
Update to Free plan attendee limit
Hi everyone! A quick update about Zoho Webinar's Free plan. We’ve adjusted the Free plan attendee limit from 100 to 20 attendees. Everything else in your Free plan stays the same; you'll continue to have access to all your existing features. If your webinars
How to add paid webinars?
How to add paid webinars?
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
LinkedIn RSC is now live in Zoho Recruit
LinkedIn Recruiter System Connect (RSC) is here. Your Zoho Recruit data (candidates, jobs, notes, stage updates, resume attachments, and more) now syncs with LinkedIn in real time. Note: LinkedIn RSC is included with your LinkedIn Recruiter Corporate
【2026年6～7月】Zoho CRM注目アップデートまとめ：関連リスト、インポート、レイアウトルールなど
ユーザーの皆さま、こんにちは。コミュニティグループの中野です。 今回は、2026年6月から7月にかけてZoho CRM に追加された機能の中から、 日本国内のユーザーの皆さまに関連する主なアップデートをご紹介します。 ＜目次＞ 関連リストを大きな画面で確認・一括操作 インポート機能の改善 エクスポートファイルのセキュリティと利便性を向上 レイアウトルールに9つの処理を追加 ケイデンスのフォローアップ条件を強化 WebフォームにCookie同意管理を追加 1. 関連リストを大きな画面で確認・一括操作
Sigma function call hangs forever from Desk widget — app_install_id/encapiKey are null
Calling ZOHODESK.request() from the widget to invoke a Sigma DRE function URL hangs forever (never resolves, never rejects, no error) until client timeout. Tried with merge fields app_install_id={{sigmaInstallId}}/{{installationId}} and encapiKey={{enCapApiKey}}
Charge to add client users to a ZOHO Project?
Is there a charge to add client users to access a zoho project portal? An additional license charge or any other additional costs? Thank You
What is a realistic turnaround time for account review for ZeptoMail?
On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still
Develop Zoho Meeting as a Full Native Application (Not a Browser Wrapper)
Hello Zoho Meeting Team, Hope you are doing well. We would like to suggest an important improvement regarding the Zoho Meeting desktop application. At the moment, the Zoho Meeting app feels more like a mini browser window or an iframe that loads the web
Charging for WhatsApp replies starting in October 2026
Meta has announced that it will charge for reply messages on WhatsApp starting October 1, 2026, and the free 24-hour window will no longer exist. How will Zoho SalesIQ handle this billing? https://developers.facebook.com/documentation/business-messa
Metadata API Access to Functions
I think it would be incredibly helpful to have api access to every function's code. Our team primarily uses deluge functions to update fields across modules according to business logic. I would like to create a visual dependancy model for our CRM, but
Zoho Projects Coming to CRM Teamspaces
Availability: The US DC Standard Edition is now available. It will be rolled out to customer accounts in all DCs in phased manner. Hello all, You are probably already familiar with Teamspaces, the dedicated workspaces where teams organize the CRM modules
Zoho Projects - Add Event Change as Trigger
I am currently trying to create an automation in Zoho Flow that sends a notification when an Event is updated in Zoho Projects. At present, Zoho Projects only provides a trigger for Event creation. There is no trigger available when an existing Event
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