Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books
As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates
Function #27: Apply unused credits automatically to bills
Welcome back everyone! In our ongoing series, we previously shared a custom function that automates the application of unused credits to your invoices. We've been listening to your feedback, and many of you have asked for a similar function to be applied
Urgent Escalation Request - Severe Performance Issues and Errors in Zoho Desk
Hi, I am experiencing a serious issue with my Zoho Desk account. Since Sunday, we have been encountering error messages such as "Unable to process your request" when attempting to open new tickets or update information in existing tickets. In addition
Sortie de Zoho TABLE ??
Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??
Suggestion: A Next-Generation Video Platform for the Zoho Ecosystem
Dear Zoho Team, I hope you are doing well. I would like to share an idea that I believe could become a major addition to the Zoho ecosystem. Just as Google has YouTube, I believe Zoho could build its own video-sharing platform. It could offer familiar
Can't Figure out Books and level 2 payment data
Hello, I am having trouble figuring out how to collect level 2 payment data as required by my payment gateway. Last month it cost us almost $5000 in fees because of this. We are invoicing our clients with books and they pay through the link in that email
Invoice template with sales tax totals
Hi everyone, I am trying to edit my invoice template so that only the total sales tax collected for my tax group shows up. Right now, under by sub total, each individual tax shows up and that takes up a lot of unnessary space, so I just want the one
Why is the ability Customize Calls module so limited?
Why can't I add additional sections? why can't I add other field types than the very limited subset that zoho allows? Why can I only add fields to the outbound/inbound call sections and not to the Call Information section?
Getting an error when trying to use the Zoho Desk Resources with our Zobot chat
Hello, When I try to set our Zobot AI Card Training to Zoho Desk resources I get an error when testing it and it bypasses the bot completely. When I try to switch it to the Zoho SalesIQ resources option in there it will list some articles but not give
Kaizen 249: Build an AI Room Recommendation Assistant with CRM Widgets, Catalyst, and Zia Agent
Welcome to another week of Kaizen! This Kaizen post is inspired in part by Zoho CRM’s hospitality use-case article, which presents a broader AI-powered CRM approach for guest personalization and hotel operations. That use case spans additional scenarios
Issue with Zoho Assist Unattendend Agents Showing Offline
Hello! I noticed that a large number of my unattended devices began showing as Offline earlier this morning (around 745am Mountain time). I checked the Zoho Assist status page but it's not showing any outages. The issue seems to be randomly occurring
Profit / margins on Sales orders / Invoices / Estimates
When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rate
Access millions of Unsplash photos directly from the Theme Builder
Hello form builders, We're excited to introduce a new enhancement to the Zoho Forms Theme Builder. You can now browse and apply millions of high-quality images from Unsplash without leaving the Theme Builder. There's no need to download images, switch
Increase the Field Instructions Character Limit
Hi, I would like to be able to write longer instructions, today I have to then add a Description field which is then not close to the field like the Instructions are, so doesnt look correct. Thanks Dan
Automate agreement workflows with Zoho Sign and Zoho MCP
Hi everyone, We're excited to announce support for Zoho Sign in Zoho MCP. With Zoho Sign's MCP server, you can connect Zoho Sign to Claude, Cursor, Windsurf, GitHub Copilot, or any MCP client of your choice and handle your entire signing workflow using
Microsoft Teams now available as an online meeting provider
Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings
Digest Juin - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Alors que l'été vient d'arriver profitez-en pour découvrir les échanges les plus enrichissants de notre Communauté. Astuces pratiques, nouveautés produits, conseils d'experts et bonnes pratiques : voici un aperçu des sujets
Caso de éxito: cómo GarantíaYa redujo un 30% su tiempo operativo gracias al ecosistema Zoho
"Zoho no solo sostiene nuestros procesos: los define. Cada particularidad de nuestro negocio está modelada dentro del sistema." Nicolás Natiello Mallo, Director de Tecnología en GarantíaYa GarantíaYa, empresa especializada en garantías de alquiler con
[idea] when attaching a zoho show presentation to an email, allow choosing format
There are 2 constraints when trying to attach a zoho show presentation directly into a message in zoho mail as an ATTACHMENT: 1. the file must have download permission 2. it is exported as a PPT However, there are times when it is important for me sending
Analysing Zoho Campaigns Automation Workflows in Zoho Analytics
Hello, We have started to use the Automation - Workflows functionality within Zoho Campaigns to nurture our Zoho CRM Leads. For example: When a new Lead meeting certain criteria is created in Zoho CRM, it is added to a Segment within Zoho Campaigns. Upon
Shared Mailbox: Collaborate and manage team emails efficiently in Zoho Mail
Shared Mailbox: Collaborate and manage team emails efficiently in Zoho Mail When multiple teams share responsibility for a common email address, like support@org.com, info@org.com, or billing@org.com, managing replies individually leads to duplication,
What's new in Zoho Social - Q2 recap
Hello everyone, We’ve rolled out a bunch of updates in Q2, and we’re excited to walk you through them. Here’s a quick look at everything we released in April, May, and June to help you manage your social media presence more effectively. Threads updates
Data Discrepancy Between Zoho Chart
Hi, I am doing the CRM lead analytics using the Standard Funnel chart. I notice the total summary given by the standard funnel chart does not match with my bar chart or line chart using the same criteria. Its even not matching with my data in the leads
Announcing new features in Trident for Windows (v.1.42.5.0)
Hello Community! This release includes a collection of enhancements and feature updates aimed at making your email experience smoother. Let’s dive into what’s new! Forward emails as attachments. Previously, you could forward emails as an attachment only
Sending to multiple people but only require one signature
Does Zoho Sign have the functionality to send a document to multiple people and only requiring one individual to sign? DocuSign has Signing Groups that lets you send documents to a group of people, where any member of that group can open and act on the
【開催報告】東京 Zoho ユーザー交流会 NEXUS vol.2 ～ 顧客満足度を高めるCRM / Survey活用・営業基盤づくり・AI連携による業務改善 ～
Zoho 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。 6月26日（金）に、東京 Zoho ユーザー交流会 NEXUS vol.2 を開催しました。 今回のテーマは「CRM活用 × AI」。 過去最大規模での開催となった本イベントでは、MIGACTの濵田さん、 デジタル・クリエイティブ・ネットの本間さん、ゾーホージャパンのSasiによるセッションを実施。 顧客情報をどのように整理し、日々の業務や顧客対応、営業活動の改善につなげていくのか。 CRM・Survey活用から、AIとZohoを組み合わせた取り組みまで、それぞれ異なる視点から具体的な事例をご共有いただきました。
Updating Zoho Books UI when a field is changed
I have this script to update Quotes Expiry date. estimateID = estimate.get("estimate_id"); numberDaysTobeExtended = 14; estimatedate = estimate.get("date").toDate(); organizationID = organization.get("organization_id"); estDate = estimate.get("date");
Reporting Tags in Profit and Loss Reports Analysis
Hello Community and Zoho Books Product Team, I would like to highlight a limitation I encountered with Reporting Tags in Zoho Books. Reporting Tags Not Applying to Automated Inventory Journal Postings from Product Invoices. For inventory product invoices,
User manual as PDF
Hi, on the User Manual pages (for CRM, Support and other Zoho Apps) is a print button, but mostly the pages contain only links to other pages. So, printing the manual is of no use. Is there any PDF version of the FULL manual? Or any other source where
Creating Email template that attaches file uploaded in specific field.
If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates
Unusably slow sheet / max exceeded errors (suspect Fill Down + max row interaction)
Hello, I just started using Zoho Sheets and until I started working with formulas, all was well. At this point though, my sheet has become unbearably slow. I don't have too many formulas in yet and under 200 rows of data. Columns: not sure how to count
The Social Wall: June 2026
Hello everyone, This month, we're introducing features to help you engage better with your professional network and share your content plans with ease. Mention LinkedIn profiles in the compose window You can now tag individual LinkedIn profiles directly
Duplicate confirmation email generated related to form being embeded in website
I haven't made a change to the zoho form in question and yet it has suddenly started sending a duplicate confirmation email to the customer (and us as we are copied in). The form is embedded in our website. The first email referrer name is our website
Reporting tags associated to Project in Zoho books?
Hi, I know you can add reporting tags to contact, articles and transactions. Is it possible to add reporting tags to Project. We Zoho reports I would be able to generate reports by tags. Sometimes tags for a contact is different for projects (ie Projects
Zoho Creator - Install app from Gallery takes too long
I'm trying to install the 'Volunteer Portal' from the app Gallery of Zoho Creator. It has been busy installing the app for over 2 hours now. It might be okay, but how long is something like that supposed to take? I never installed anything from that Gallery
Where is the desktop app for Zoho Projects???
As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where
Python - code studio
Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
Any way to sync Projects task → Desk ticket (not just Desk → Projects)?
Hey, I'm familiar with the native integration that lets you add a Zoho Projects task from Zoho Desk. What about the opposite direction — is there any native integration for that? If not, is there a way via the API to create a ticket and link it to a Projects
Update on V2 API End-of-Life Timeline
Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happy
How to use Zoho Billing info in a workflow
We have Zoho Billing and CRM sync'd and the Billing info appears as expected for each Account in Zoho CRM, including subscription status, plan type etc. But how can we use this in a workflow? Thanks Dylan
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