Data from related modules in the criteria builder
CRM workflow conditions work great in majority cases, e. g. I want to send an email upon a particular data event. Now, there are cases where I want the workflow, email, email template to sit on a module A (let's say Companies) but the condition depends
Retry Emails: Monitor and manage temporarily failed outgoing emails
When emails fail to reach their destination due to temporary errors on the recipient server, they aren't immediately bounced back to the sender. Instead, they are queued for automatic retry, giving the delivery another chance to succeed without any action
Increase button font-size & weight
Hello I am using a Zoho Form embedded on my WordPress website using the iframe embed option. I would like to increase the font size of the submit button text. However, I cannot find any option in the Form Builder or Theme settings to adjust the button
From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with
Team Module Issues?
We are testing Team Licenses for use by our Customer Service staff. I created a Teamspace called CSR and only assigned two users to this space: Administrator (me) and “Team License Test.” Team License Test is assigned to the Team User profile, with a
Stop by and explore our six updates in ABM for Zoho CRM
Dear Customers, We hope you're well! ABM for Zoho CRM is built to sharpen your database so that you engage with the right set of customer accounts. To fine-tune it further, we have six new updates: New access location for ABM Refined account entry criteria
Shopify Integration: How do I change the default Unit of Measure from KG to PCS
For those using Shopify with Zoho Inventory, has anyone managed to have imported items default to PCS/EA instead of KG? If so, where is this configured? I can only find weight units in Shopify, not a sales unit of measure.
What's New in Zoho Analytics - February 2026
Hello Users! We're back with another round of updates for Zoho Analytics. This month's release focuses on giving you greater flexibility in how you visualize, manage, and act on your data - with new features like custom visualizations, remote MCP server,
/agent?action=CreatePortal Error "Your request cannot be processed"
The title. What do i do? I cant access any "desk" features.
GEO and Zoho Desk
Has anyone done anything with GEO (generative engine optimization) and zoho desk KB? Are there any plans from Zoho on adding the ability in inject GEO scripts in KB Articles?
Thunderbird Integration
Is it possible to set up thunderbird integration so communications from and to people who are already in zoho crm can be recorded against their contact card? Plus you could easily 'creat lead from this contact' in thunderbird? Adam Colthorpe
How to link three modules
Hello all, I have a very small but annoying obstacle, that I would really appreciate some ideas. Lets say we have the following Modules Accounts Contacts Assets Assets are connected to Accounts via Lookup - meaning that one Account can have many Assets
Ask the Experts 30: Automating your support operations
Hello everyone, Welcome to Ask the Experts (ATE) 30! We're back with another round of text-based discussions. Customer support, the lifeline of every business, is about helping customers and gauging customer satisfaction. More than fixes, customers expect
CRM
Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some serious
Closing off tasks automatically based on project status
Is there a way to close off all open tasks when a project is set as Cancelled?
Criteria-based follow-ups , and additional email response signals in Cadences
Hello all, We've got a couple of updates for Cadences. Until now, the next follow-up in a Cadence was triggered based on the response to the previous follow-up. With this update, when the previous step is a call or a task, you can now also trigger the
Bug with copying workflows
This is getting very tiresome. When I clone a workflow to use it as the base for another workflow - It doesn't disassociate. By this i mean that if i make an update to one workflow, it updates in the other workflow. I have assumed that when i clone a
Form Encryption is here!
Hey form builders, If your data is sensitive enough that a breach would have real consequences, be it reputational, legal, or otherwise, Form Encryption is built for you. Here's a short version of what it does. Every encrypted form gets protected by an
Enhance Appointment Buffers in Zoho Bookings
There was previously a long-standing feature request related to enhancing the way appointment buffers work in Zoho Bookings, but it looks like the original post has been deleted. I am therefore adding a new request that Zoho Bookings adjust how appointment
Ability to "Add Additional Guest" to Bookings
When using other calendar booking services such as Calendly, there is an option to "Add Additional Guest" to a booking. For example, imagine User A is making a booking on my company's booking calendar and would like to invite their spouse (User B) to
Can you link Z Bookings with Zoho Recruit?
I am trying to create an appointment in Zoho Recruit when the appointment is booked through Zoho Bookings. Is this possible? Thanks!
Zoho Assist Feature Update: November 2025
Customers’ Choice 2025 Four years strong! Zoho Assist is once again a Customers’ Choice 2025 in Remote Desktop on Gartner Peer Insights, thanks to your trust and feedback.
Zoho Assist Feature Update: October 2025
Introducing the Diagnostic Tools feature in the native viewer Similar to the web-based client, you can now directly access essential diagnostic tools such as Task Manager, Command Prompt, Device Manager, Registry Editor, and more when connecting from
Internal Server Error in Zoho Creator Automation
Hello Latha, I have created another automation in Zoho Creator to update the Work Order part line item description based on the values in the Creator app form. However, when I trigger the automation, I am receiving the following error message {"code":"INTERNAL_ERROR","details":{},"message":"Internal
Stop Wasting Clicks: Let Us See All Notes in Quick View
Hi Zoho Recruit team, I would like to suggest an improvement to the candidate/application experience in Zoho Recruit. Today, it is difficult to get a full picture of a candidate when working from the Quick View, since notes are split between: Notes related
Facturation électronique 2026 - obligation dès le 1er septembre 2026
Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
Zoho Assist Feature Update: September 2025
Zoho Assist–Zapier integration Automate repetitive tasks with the Zoho Assist and Zapier integration. With the new integration, you can connect thousands of apps, eliminate manual work, and keep workflows moving—all without a single line of code. User
Zoho Assist Feature Update: August 2025
Department group export Technicians can now export user lists specific to their departments using filters. This allows for targeted exports of technician data to reduce clutter and improve efficiency. The exported files can be downloaded in CSV or PDF
Zoho Assist Feature Update: July 2025
Virtual Monitor Technicians assisting headless or single-monitor devices can now add a virtual display. This feature enhances resolution up to 2K to provide sharper visuals and improved troubleshooting for a smoother, clearer remote access experience
Zoho Assist Feature Update: June 2025
Move devices across departments—no group needed The list of devices configured for unattended access will be displayed here. You can now move unattended access devices between departments without adding them to a group. Just ungroup the device or create
Zoho Assist Feature Update: May 2025
iOS Technician – External Technician Support Technicians can now invite external experts from outside their organization to join a remote session. Simply enter the external technician’s email address to send an invitation instantly. Enables faster issue
Zoho Assist Feature Update: April 2025
Customer plugin bulk deployment for seamless remote support Easily deploy the Zoho Assist customer plugin across multiple macOS devices to enable seamless remote support. Once installed, end users can quickly join remote sessions for secure and efficient
Zoho Assist Feature Update: March 2025
Seamless deployment on iOS devices with MDM Organizations can now effortlessly distribute the Zoho Assist Customer app using mobile device management (MDM). By configuring a deployment link, businesses can enroll and deploy iOS devices in bulk, ensuring
Zoho Assist Feature Update: February 2025
Introducing Advanced Session Audit for Mac Enable Advanced Session Audit to track technician activities during remote sessions. This feature records actions under File Management, Processes, Clipboard Events, and Window Activity to provide a detailed
Unveiling Zoho Writer Desktop 4.0: New GUI, more document formats, offline Zia, and more
Hi Zoho Writer users, We've released Zoho Writer Desktop 4.0. This update includes: New GUI: The redesigned interface from the web app is now on desktop. ODT, TXT, and Markdown support: Open, edit, and save documents in these formats. DOCX imports up
Personalize your booking pages with Custom CSS
Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,
Ability to modify what displays in calendar invite?
I am a long time calendly user and want to make the switch to bookings. I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link? I can add it to the emails no problem, but I would also like it to display on their calendar. Is there some work around I can do to get it on the calendar? Also am I able to modify the calendar event title?
Project Management Bulletin: May, 2026
Welcome back to our latest edition of Project Management Bulletin packed with our new releases, exciting new roadshows, and insider tips! But first, we have a question for you: Does your PM software adapt to your organization’s goals, or are you reshaping
New feature: Mail merge templates in Zoho Sign
We're excited to announce that you can now send personalized documents for e-signature using Zoho Writer's mail merge feature—all without leaving Zoho Sign! Unlike standard templates where only signer details change, mail merge templates let you insert
Version Update in Writer Desktop Apps?
Are there plans to add the ability to check for updates within the Writer desktop apps? There seems to be no simple way of knowing if newer version are available for download.
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