Purchase Order Quantity Validation Not Enforced During Bill Approval
Hello Team, I would like to report a potential issue in the Purchase Order to Bill workflow. Steps to reproduce: Create a Purchase Order for an item with Quantity = 100. Approve/sign the Purchase Order. Convert the Purchase Order into a Bill. Change the
Zoho Books | Product updates | April 2026
Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assembly
Worst product ever designed - Zoho Books.
It is designed and conceptualised by people without any financial background. Basically bunch of software engineers who knows how to code. They dont have any idea how finance people will use this product, what are their requirements, how transactions
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
Disabled Zoho Sites Builder. Not Loading.
Hello! I have problem on all operating systems, and all internet browsers. Entire menu in site builder not respond to clicking, looks like freezing. Edited page not loading. Regards, Tom
How to handle email attachments >5MB from Zoho Mail to Zoho Creator via Zoho Flow?
Hi Zoho Community, I'm building an email management system that automatically captures incoming emails from Zoho Mail into Zoho Creator records via Zoho Flow. Everything works fine except for one major blocker — email attachments larger than 5MB. Current
[BUG] Zoho CRM Mobile App – "Deal Name Cannot Be Empty" Validation Error When Cloning an Existing Deal
Summary When cloning an existing Deal record in the Zoho CRM mobile app, saving the cloned record fails with the error "Deal name cannot be empty" — even though the Deal Name field is visibly populated with a valid value. The save is blocked entirely.
Custom Statuses - Can You Do Anything With Them?
As far as I can tell, one really cannot do much with custom statuses. I created a new custom status for sales orders called "Customizing / Hold". This is for sales orders that have the Confirmed status. The use case here is that, as an e-commerce company,
link mail.zoho.com/UnblockMe to unblock
Could you please unblock my account heloisa.bomfim@expansaodenegocios.com
Unbundle feature for composite items
We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in form
Record sharing for Activities modules in CRM
Hello everyone, We've got a few quick enhancements to what we covered in this previous announcement: record sharing is now available for Activities modules. 1. Sharing Tasks, Meetings, and Calls Until now, activity records could only be shared indirectly
Where is Admin console now?
Recently I was surprised, that the Admin console had disappeared. At least, I cannot find it out on the previous place.
#17 Sometimes You Need the Payment Before Invoice
Not every payment starts with an invoice. Think about a project deposit, an event registration fee, a booking advance or an upfront consultation charge. The customer is ready to pay, but the final scope, pricing, or line item haven't been finalized yet.
Manage all your data in a sheet view in iPhone/iPad
Hello everyone! We are happy to announce that users can now manage all their data by seeing them in a sheet view in their Bigin iPhone/iPad app. Scenario: John Bailey, a general physician, works in a hospital and also owns a clinic. While traveling from
Zoho Desk: Mobile Updates | Q2 2026
Hello everyone, Greetings! As we have reached the end of Q2, here's a quick look into everything released during the second quarter of 2026. We've introduced several enhancements to help support representatives work more efficiently, with improved access
Rules Action for Date Field Limits
Hi, I would like to be able to use Rules to limit the date field options based on another selection (Dropdown), so with one choice it can be past dates and date of response, but with a different selection it can be Future Dates and the date of response.
DocuSign + Zoho Contracts Integration
Hello, Wanted to get an update on the Zoho Contracts + DocuSign integration. I know support mentioned the goal was Q2 2026 but have not seen the role out
Zoho Cliq GIFs: Migration from Tenor to GIPHY
We are updating the GIF service in Zoho Cliq as Tenor's GIF API will no longer be available from June 30, 2026. As part of this change, we're moving from Tenor to GIPHY to ensure uninterrupted GIF support and a seamless experience. What is changing? Organizations
Referral module for our Zoho People employees
I have been requested to create a user in Zoho Recruit for each Zoho People user to allow them to refer a candidate in Zoho Recruit. Only the interviewer and guest profiles are free. The use of a custom profile is on the paid basis. Any user linked to
How to export hidden description in the pdf upon submission
There's a 'description' in my form that is hidden unless a checkbox is marked 'show'. I was able to achieve this as a field rule; if checkbox contains 'yes', show description box. If this checkbox is not marked yes, the pdf export after submission doesn't
Tip #79- Exploring Technician Console: Session Details- 'Insider Insights'
Exploring Technician Console: Session Details- 'Insider Insights' Hello Zoho Assist Community! Welcome back to our Technician Console series. This week we're looking at a panel that keeps everything you need to know about a session in one place: Session
Approval Escalation based on time.
How can I configure a multi-approval in Zoho creator. I want to have 2 approvers, say team lead and line manager. I want prices less than 50 to go to the team lead, otherwise they should to the line manager. Also if the price is 50 but the team lead takes
How to move old Zoho Forms Submissions to Workdrive
Hi, we have a zoho form, with attachments. At the initial stages, we did not set up the workdrive integration, now we have got that done. how do we move all the old forms to workdrive folders esp the attachments? thanks
Problem with “Zoho Sheet view”
I am experiencing an issue while using the ZOHO CRM system. Currently, I open previously imported lead data through the “Zoho Sheet view” feature. However, it seems that this spreadsheet can only be used temporarily and cannot be saved permanently. The
Zoho CRM Community Digest - June 2026 | Part 1
Hello Everyone! June wrapped up with a meaningful activity sharing update, two community threads on retrieving emails before user deletion and passing Kiosk screen fields to functions that saved people a lot of back and forth, and two AI-powered Kaizens
Zoho Payroll: Product Updates - H1, 2026
Over the last few months, Zoho Payroll has added updates that make payroll easier to process, review, explain, and manage for businesses. The most important improvements focus on payroll flexibility, gratuity tracking, employee self-service, reporting,
What's New in Zoho POS - May 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 May went. Introducing the new Settings page with enhanced search The Settings page has been revamped
import .pdf with text
can you import a .pdf with text fields and then edit in zoho to make a form?
How to backup Zoho Mail emails to computer?
If you want to keep a local copy of your Zoho Mail data, you can enable IMAP access and manually configure an email client. However, this approach can be difficult for large mailboxes or multiple accounts. A simpler option is to use SysTools Email Backup
Any Medical Therapists/Practioners out there that use CRM for their SOAP and client records?
Is there anyone out there that is a medical therapist/practitioner who uses Zoho CRM to keep their SOAP notes and client information. I would be interested to know what edition you use and how you integrate your client records into the system.
Zoho Desk - Archiving Contacts
Hi, We have a lot of customers in Zoho Desk with associated contacts. When a contact leaves we want to be able to still have their tickets in our history as this is important. But we don't want to have all these contacts that no longer work for the company.
Schedule from AI with Zoho Bookings MCP Server
Greetings from the Zoho Bookings team! We’re excited to introduce the Zoho Bookings MCP (Model Context Protocol) Server integration, a powerful new way to bring AI-driven automation into your scheduling workflows. With MCP, you can connect Zoho Bookings
Introducing our Premium Job Posting Integration with LinkedIn
We're thrilled to announce a game-changing update that revolutionizes how you can attract top talent effortlessly. With the latest enhancement in Zoho Recruit, your recruitment process just got a powerful boost, allowing you to tap into LinkedIn's Premium
Incoming Threads Report
From data to decisions: A deep dive into ticketing system reports Customers raise questions and issues through multiple channels, such as email, chat, or tickets. To monitor the number of queries received on a specific day from each channel, leads can
Has anyone successfully gotten conditional rendering to work in Zoho Books Sales Order HTML PDF templates?
I’m trying to hide a custom field box when the custom field is blank. The value placeholder itself works perfectly: ${salesorder.cf_distribution_reference_numb} If the Sales Order has a value, it renders correctly. Example: 45488045. But when I wrap that
Data Labels and Bar Charts
Hi, I've got a couple of issues I'm hoping you can help me with. 1. When creating a stacked chart, it puts my text or y axis data label inside the bar rather than above it. Is there anyway that I can designate the location of the y axis data label? 2. When creating a bar chart I have cost on the x-axis and months on the y-axis. Basically comparing cost month to month. The chart looks great when the color is defaulted to the blue, but if I drag my month into the color field in order to get a
Click to edit fields with Canvas layout
Hi, I have integrated new layouts using Canvas and its been going well so far. Although I cant seem to figure out how to change the fields so you can click anywhere on it to select or edit the field. Now a small pencil will appear next to the field you
Blueprint Transition Task Not Being Created or Displayed
We have configured a Blueprint transition that is associated with Tasks. During the transition, we enter all the required task details, proceed to the next step, and save the record successfully. However, the task is not being created or displayed anywhere
Let's Talk Recruit: Introducing Zoho Recruit MCP
Every recruiter has been there. You're preparing for a hiring review meeting, and someone asks, "Which roles have been open the longest?" A hiring manager wants to know why candidates are dropping off after the technical interview. Leadership asks which
Migration from GoDaddy to Zohomail
Hi All, I am trying to migrate all the emails from Go Daddy to zohomail account using the migration tool. i tried with imap method, its not working. when i try it with pop method, then only the emails from the go daddy account inbox ( not other folders), is getting transferred, how can i transfer all the folders in the email account from go daddy to zoho. and also the emails which are coming from go daddy are like new unread emails ( is there any where i can differentiate from read and unread emails)
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