Contract to payment flow
Hi everyone, I’m trying to set up a contract-to-payment flow and want to avoid duplicating invoices or customers in Zoho Books. The flow should be: contract generated from CRM, sent via Zoho Sign, client signs, deposit is paid, and the invoice should
预期结果 实际结果 "zmverify.zoho.com" "zmverify.zoho.com."
My domain is tenmokucup.com, I have a TXT record, but verification failed，Please help me, my TXT record is "zoho-verification=zb03390953.zmverify.zoho.com", I have added to DNS. You can confirm it. 预期结果 实际结果 "zmverify.zoho.com" "zmverify.zoho.com."
Adding options in the salutation drop down list (Books)
Hello, I am a new user still in the trial phase so I apologize if I have missed this. I did search the knowledge base and community first. I need to add a "Mr and Mrs" option in the salutation drop down options in Books. I have tried to find the edit
Google Drive shared folder
My deluge script has stopped working, no longer collecting files from Google Drive - have these connections finally been deprecated ?? They seem to be active but errors occur when updating them ?
How to setup pricing in Zoho
Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,
Work Orders / Bundle Requests
Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of
Windows agent 2026_M06 release notes
Agent Version: 2026.4.7.0 Release date: 21 April, 2026 Major Enhancement: Connect as Individual Active users allowing you to connect to the same computer as different users in different tabs. Internal tool implementation to check for vulnerability in
Windows agent 2026_M05 release notes
Agent Version: 2026.3.19.0 Release date: 25 March, 2026 Major Enhancement: Quick Support feature compatibility code released. Code refactoring and removal of old code. Minor Enhancement: Updates to trackpad functionalities during remote session. Calendar
Windows agent 2026_M04 release notes
Agent Version: 111.0.3.334 Release date: 10 March, 2026 Agent stickiness on multiple Windows Desktops to avoid confusion. Various other bug fixes and performance improvements.
Can't add my domain to Zoho zeptomail because of error code DE_150
Hello there, I'm trying to add my domain to ZeptoMail but it's rejected I checked the network tab and I'm getting { "error": { "code": "TM_3601", "details": [ { "code": "DE_150", "message": "Antispam validation failed for your domain in Accounts." } ],
Windows agent 2026_M03 release notes
Agent Version: 111.0.3.333 Release date: 19 February, 2026 Event Viewer Windows agent code release. Optimised the unattended agent uninstallation process to properly cleanup residual files and registry entries to prevent registry orphans.
Windows agent 2026_M02 release notes
Agent Version: 111.0.3.332 Release date: 11 February, 2026 Code refactoring and removing of old unused code to optimise performance in specific versions of Windows Operating System.
Windows agent 2026_M01 release notes
Agent Version: 111.0.3.331 Release date: 09 February, 2026 Enhancements and updates for improved Video Codec performance and stabler video rendering. Refactored legacy code for optimised performance with legacy devices. Upgrades to monitoring protocols
how to fix this error as soon as possible?
how to fix this error as soon as possible? i have purchased it for monthly at 59₹ paid for an annum please let me know how to fix this issue as this one is urgent Server error: Message failed: 550 5.4.6 Unusual sending activity detected. Please try after
Transaction Rule Matching
Q1. Is there a method to have the Transaction Rules applied across multiple Bank Accounts? Q2. To match "contains" text in Transaction Rules, is a wildcard or regular expression required? Is it case sensitive? Would searching for "issue" in the following
Zoho Writer extension is now available in Zoho Books!
The Zoho Writer extension is now available in Zoho Books. With this, you can design documents your way. Create custom templates with Zoho Writer in Zoho Books. Instantly generate multiple templates for invoices, estimates, and purchase orders. Easily
What's New in Zoho Analytics - April 2026
Hello Users! April brings a fresh set of updates and enhanced capabilities designed to make your analytics more intuitive and efficient. Explore What's New! Zia Insights in Dashboards We’re bringing the power of Zia Insights directly into dashboards.
Integrate QuickBooks with Bigin and streamline your sales and accounting!
If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes
What's New in Zoho Billing | April 2026
April 2026 brings a wide set of updates to Zoho Billing, from updated Payment Links layout and AI-powered billing workflows to smarter subscription quoting, better compliance tools for German Edition users, and more. Here's everything that's new. Connect
Invalid value passed for line_item_category
duplicating a previous used invoice and trying to save it (new invoice number / po number used) I keep encountering this error when trying to save the invoice Invalid value passed for line_item_category
What is the different between Zoho invoice and Zoho book
Hi, both product do invoice and Zoho book having all function / feature Zoho invoice, please explain more, thanks
Mastering Zia Match Scores | Let's Talk Recruit
Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant
Is there a way to 'favourite' or 'star' a regularly used contact/customer email?
Hi knowledge base, We have a huge customer base, many of who will only ever use Zoho once. However, I am often forwarding to one or two external emails. Some of those names are so buried in the weeds that I need to spell out the entirety of their email
Option for - CSV Export from Pipeline Deals by Stage (Including Products, Companies, and Contacts)
I would like to know when we will be able to export a simple CSV file from pipeline deals, with the option to select a specific stage within the pipeline. This export should include data for products, companies, and contacts, all in a single view. For
What is the difference between workflows, journeys, and blueprints?
I semi-understand what they are individually but they all say they can be used to automate processes in your CRM. What makes these three different? What are the benefits and cons of using each?
Free webinar! Simplify hiring and HR workflows with Zoho Sign for Zoho People & Zoho Recruit
Hello! Managing recruitment, onboarding, and employee paperwork doesn’t have to be complex or time-consuming. Discover how Zoho Sign, integrated with Zoho People and Zoho Recruit, helps you digitize and streamline your document workflows from hire to
Multiple Blueprints on different fields at the same time.
It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract
Need to make a specific canvas my default view for contacts
Need to make a specific canvas my default view for contacts How do I do it?
Add Zia matching jobs on the main screen of candidates module
It will be good if it is added in the main screen as a column so that we can quickly hover over and see if they match for any job openings. That will save from two additional clicks
Domain Disclaimer: A standardized footer for your entire organization
Every email sent from an organization represents its identity externally. Most teams require consistent line of text at the bottom of outgoing messages. It can be a confidentiality notice, a legal statement, a compliance requirement, or a uniform sign-off.
Zia flags the deal as at risk - but leaves my customers figuring out the rest themselves
I implement Zoho for many businesses. Team sizes vary, some clients have 3 reps, some have 40. But I keep hearing the same complaint across all of them and I figured it's worth raising here. Zia's deal scoring has genuinely improved over the past year.
How do we change system field names?
I found some very old discussions, but looking for more recent. Very confused on mapping the addresses correctly, due to different names for some reason between. for example: leads: city, state, zip etc... as normal contacts: Mailing adddress & Other
Adding Multiple Products (Package) to a Quote
I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't
Unattended - Silent
How can I hide the tray icon / pop up window during unattended remote access for silent unattended remote access?
Hotmail
I am sending an email to a hotmail, and this guy does not receive the email, either in his SPAM nor inbox. Can you help me? thanks!
How do I change the Subject header when I reply please, it contains Re which I want to remove.
Hi Zohodesk, When a customer logs a call we have amended the Acknowledge on new Ticket template so the subject header has "Ticket Id" at the start of it. When we reply the customer gets Re: and then the Id and I can't see a template for this? Can you
ZOHO CRM User management or role
I need guidance regarding Zoho CRM licensing and user management. I want to purchase one Zoho CRM license and create multiple team users under the same account with the following hierarchy: Super Admin User Manager User Executive Users (with limited access)
Tip #72 - Exploring Technician Console: Setup Unattended Access - 'Insider Insights'
Hello Zoho Assist Community! You joined a live session, diagnosed the issue, and got the user back on track. Fix delivered, user happy, session closed. But you know this machine. It needs a follow-up. A cleanup, a patch, maybe a deeper maintenance run.
#1 New to Zoho Invoice? Do this First!
"Zoho Invoice has made our company's tax invoices look more elegant and professional. It is effortless to raise an invoice and track payments with it", says Arunkumar Balakrishnan, Director GA Technologies. Generating professional invoices usually begins
Important update: Migrate to the new SalesIQ live chat widget before May 15, 2026
The old SalesIQ live chat widget will be deprecated on May 15, 2026. This is a final reminder to migrate to the new SalesIQ live chat widget before this date. After May 15, 2026, the old widget will no longer be maintained, which can lead to slower performance
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