Control Fields on Mobile App
On the mobile app, how do we control which fields appear on the screen for records that have a related list? In the example below I want the Inspection Stage and Inspection Type fields to appear, not the record owner (Dev Admin). I changed the Inspections
Show Zoho Marketing Automation Messages in SalesIQ Chat
When the same number is used in Zoho Marketing Automation and SalesIQ, campaign messages should be visible inside the SalesIQ chat. Currently, when customers reply to marketing campaign messages, SalesIQ chat owners get confused because they cannot see
SalesIQ Chat Owner to CRM Lead Owner Mapping
There is no proper mapping between the SalesIQ chat owner and the CRM lead owner. When a chat is assigned to an agent, the lead created in CRM is often assigned to a different user, forcing admins to manually change ownership every time. This creates
[Webinar] Agentic AI and its influence on analytics and autonomous decision-making
Analytics is evolving from passive reporting to proactive, intelligent systems. Agentic AI is at the center of this shift, bringing context-aware reasoning, continuous learning, and the ability to act on data in real time. Join this webinar with Michael
Zoho One: books and inventory working together
Hi, I was very pleased when I saw that in Zoho Inventory can now pull the orders from Woocommerce. They are now fed in Inventory as Sales order and with choosing convert invoice as Instant Invoice I am getting the exact data as they appear in Woocommerce.
Zoho Forms - Form Availability Redirect Option
Hi Forms Team, It would be great if there was a redirect URL option on the Form Availability settings. For example, I would like to create a support form which is only available outside business hours and if the current data and time is not Mon-Fri 9-5
VAT and Taxes option not available
Dear ZOHO Team , The VAT and Taxes options in my ZOHO books account not available,I tried to find how to enable or check the way to use this option but unfortunately couldn't find it anywhere ,I'm in UAE ,kindly let me know what to do to solve this issue
Syncing zoho books into zoho crm
I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? Thanks
Client requests I submit invoices using bill.com
The title states it all. I have a reoccurring invoice setup for this client who has been manually paying by credit card. We are both experiencing merchant costs/fees. The use of bill.com's direct deposit is not far removed from Zoho's, only the client
Can't Remove Payment Gateway
I am getting the error "Settings cannot be cleared as some of the transactions are still in progress." when trying to remove the PayGate payment gateway which I was unable to get working. I am now using paystack and I want to remove Paygate.
Work Type Section in Field Service Settings
Hello Team, We are trying to understand how skills are managed in the system. During our review, we found an article mentioning a section called Work Type, which is used to manage skill assignment. According to the documentation, this section should be
Clone a Module??
I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors
Is there lead tracking in Bigin? There should be.
Is there a way to track leads before they are ready to be added to Pipelines? I'm afraid we're going to lose opportunities. Example: We're sending out small batches of 25 emails to those we collected at tradeshows. They are all qualified leads. Out of
How to get static reports via Desk API
Hello, we are hoping to use the Desk API to automatically export the default static reports in Zoho Desk, or reconstruct them via other API calls. What's the best way to do this? For example, if I want to recreate the Response Time static report via the
Product updates in Zoho Workplace applications | April 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 April. Zoho Mail Enhance group member exports with additional data fields Customize your group member exports
Zoho Projects Roadshows 2026 - APAC
Dear Users, Building on the amazing response to our roadshows in 2025, we are excited to announce our next set of roadshows in the APAC region. To start with, our team of experts will conduct these events in Singapore and Manila. They will walk you through
how do i add more than one google my business location?
they are connected to one account, but while connecting social channels it makes me pick one location. I have 3 and growing.
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
Zoho Analytics: Clarification on Email Schedule Limits in Basic Plan
Hi Team, I have a question regarding the email scheduling limits in the Zoho Analytics Basic Plan. The plan shows that I can create 4 email schedules. However, I understand that schedule consumption is calculated based on recipients (i.e., 1 schedule
Zoho → ShipStation Integration – Sales Order–Driven Fulfilment Workflow
Hello All, I’m reaching out to explore the best way to integrate a shipping tool into our inventory which will speed our process up. We are looking to integrate ShipStation into our existing order-to-fulfilment workflow, as we’re keen to standardise on
Updating Sales orders on hold
Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}
Custom button for list page
Why is my 'List Page - Bulk Action Menu' button in the Packages module not autopopulating the List argument with selected record IDs?
Exclude Email or Domain From New Ticket Notification
Hi, we utilize the new ticket notification feature in Zoho Desk. However, it would be great if there was a way to exclude certain email addresses or domains from receiving the automatic notification. This would be particularly helpful for automated alerts
Anyone have a working connection with CRM and shipstation via Flow
Just wondering if anyone has successfully integrated shipstation and Zoho CRM. I know there’s code to do it but am hoping to find out all the pitfalls before I jump on!! Scenario: SalesOrder gets created in CRM with multiple line items. I want this pushed to shipstation. On shipping via shipstation I want to push the tracking # back to CRM. Many thanks in advance
ShipStation and Zoho Inventory
Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY SHIP STATION Sales Order ==> create ORDERS INVOICE <== Shipments What exactly does BETA mean on the Shipstation connector? This is required for me to sign-on in the next month. Thanks in advance for your efforts
What’s the Correct Integration Flow Between Zoho Inventory, ShipStation, and Multi-Channel Sales Platforms?
Hi Zoho Community, I’m currently implementing Zoho One to manage all of my business processes, and I’d appreciate some guidance on the correct integration flow for the tools I’m using. Here’s my current setup: Zoho Inventory is my central system for managing
Remove Zoho Header from Portals
I have a portal page with custom domain. But when I print directly from a webpage, the Zoho CRM header shows. It kind of kills the branding aspect. Is there a way to get rid of this?
Setting defaults for "Find and Merge Duplicate for..."
To remove some of the extreme tedium from Zoho's poorly implemented merge function, I would like to set defaults. Currently I am defaulted to match "ANY" when I would never do that, so I always have to click "ALL". Then it makes me click on several totally irrelevant drop boxes to turn off phone, mobile and other useless match criteria. Is there a way I can set: Match to default as "ALL" Firstname to default to "IS" Lastname to default to "IS" every other match field default to "-NONE-" This will
Let's bring Manufacturing Resource Planning (MRP), Material Requirement Planning (MRP), and Production Planning/Management module / feature in Zohobooks
Let's bring Manufacturing Resource Planning (MRP), Material Requirement Planning (MRP), and Production Planning/Management module / feature in Zohobooks
CLIENT PORTAL (If clients can place orders directly on the portal)
Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.
アナリティクスで商談中のパイプライン(ステージ）の件数比較
アナリティクスで商談中のパイプライン(ステージ）の件数を前週と前々週で比較したい。前々週の件数が更新することで変動してしまう。対象方法をご教授ください。
'email address already exists'
I deleted a user from my organization and want to use the same email address that user had, but the email address seems to still exist somewhere as I get 'email address already exists' when I try and create it. I have deleted the entire organization and
Enhanced Sign-in UI and OTP-Based Password Reset for Portals
As of 5th December, 2024, we are introducing enhanced sign-in interfaces and One-Time Password (OTP) based verification for password reset in an effort to improve security and stream the user journey across all portals. What's changing New Interface for
Delete a department or category
How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.
Cancellation Fees
Hi, It really would be good if Billing could take subscription management further with cancellations & being able to apply or set a cancellation fee for a plan that is either fixed or prorated. It is not uncommon in subscriptions for cancellation fees
Custom Field for Subscription
Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription
Zoho CRM Meetings Module Issues
We have a use-case that is very common in today's world, but won't work in Zoho CRM. We have an SDR (Sales Development Rep) who makes many calls per day to Leads and Contacts, and schedules meetings for our primary Sales Reps. He does this by logging
Feature Request — Allow updating Status / Bounced_Time / Bounce_Reason on emails created via actions/associate_email (v8)
Summary Emails created through the v8 POST /{module}/{record}/actions/associate_email endpoint are returned by View Email with "editable": false and reject every update method (PUT, PATCH) with INVALID_REQUEST_METHOD. There is no way via the public API
ZohoBooks_create_chart_of_account
I'm setting up Claude to do my bookkeeping workflows using a Zoho MPC server I setup. He does not seem to be able to create a chart of account. The 'create chart of account' tool is added to the server and enabled in Claude. I asked Claude to give me
Zoho Books Product Road Map
I am planning to look into Zoho Books to maintain my Company's Account Books. Is the roadmap of Zoho Books Development available online? What happens if you product dies, without an export feature to other popular Accounting softwares like Tally or Quickbook. Are we going to be left in lurch? Do you have a product road map? Regards, Vishal.
Next Page