Zoho Mail Android app update - Generate content and summarize email using AI
Zoho Mail Android app now supports an option to generate content and summarize emails using BYOK(Bring Your Own Key). You can also regenerate the content, change the length, tone and AI vendor within the mobile app. Please update the app to the latest
How do I show file uploads in my Zoho Creator approval workflow?
As far as I can tell I'm not able to add the file upload field to the approval workflow show fields list. As a work around I'm making a plain text field that links to the files URL. But I'm not sure how to get a link to that url that will me to preview
Global Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
Zoho Desk - Event Calendar View
Hi Desk team, Are there any plans to introduce a calendar or timeline view for Events in Zoho Desk? It would be very helpful if we could see Events visually in a calendar and/or timeline. This is very helpful when desk side support activities need to
Invoice Only Shipped Items
Dear Zoho, We are a company that deals with sales orders with 600-1000 lines We need to be able to do partial invoicing based on shipped items Right now when we click convert to invoice we can not only select items that have een shipped It takes hours
Smarter data exports with enhanced security and flexibility
Export module data with more security and flexibility Exporting data from Zoho CRM now comes with enhanced security and formatting options, along with a cleaner, more organized Export Data page. What's new Password-protected ZIP exports — add a password
Purchase Orders by Warehouse
Looking for a way to list purchase orders by warehouse. Easiest would be if warehouse was an available field to add to a custom view, but alas... Am I missing something? Does anyone have any tricks or tips that would keep me from having to click into
Desktop app doesn't support notecards created on Android
Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
#22 Find Out Exactly Where Your Money Comes From
In the previous post, we opened the Dashboard and saw the headline numbers, including the one called Total Sales. In this post, we will walk through the first doorway behind it. Because "how much did we sell" is an easy question. The one that actually
Move Zoho Mail Storage to SD Card
Afternoon all, on both my Samsung S20 and Samsung Tablet, there is no choice to move Storage to the SD card. Other apps, ie; Kindle, give me this option. Zoho Mail app version 2.4.34 Ideas? Suggestions? Feature Request?
How come the 'Modified Lead' field doesn't change when I add a note to the record?
I need to search records by 'modified time' field data. It seems to me that when I add a note to the record that it should reset the time stamp of the 'modified time' field data. Can you make it so?
BUG: If you put "Blueprint" at the top of Workqueue, tab switching leads to long loading and no display
Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
Improvement Suggestions On The New Timesheet Grid View
Hi Zoho! This morning I discovered the new Grid view for the Timesheet module. I'm always happy to see new features rolling out for Zoho Projects, but I think this view could use some improvement. My main concern is with the progress bars in the grid.
Payment pages with non-auto charge gateways
It would be nice to have payment pages for customers to use that will work with payment gateways that do not have the auto charge function. This has put a huge kink my business for getting my customers started. I have to have them fill out a web form
Button or Links order
Is there a way to re-order the buttons or links that are created?
Feature request: Bulk void/delete invoice in one go for specific customer/subscription of the customer
Hi Team If Customer C, has Subscription S and have 20 invoices one wants to void, it is tedious task. Easy way is to have small checkbox (multi select) for selecting multiple invoices and void them in one go. (Same can be applied to Delete invoices and/or
Increase Number of Emails sent when Credit Card is About to Expire
We moved to Zoho Subscriptions from Chargify who's arguably the leader in subscription business billing software. Overall we've been very happy with Zoho Subscriptions! But one area that needs to be improved is the automated reminder options when a credit
Project Management Bulletin: July, 2026
Welcome back to a new edition of project management bulletin craftily curated with all new updates from our suite of project management products--Zoho Projects, Zoho Sprints, Zoho Projects Plus, and Zoho BugTracker! Before we begin, we wanted to share
Zoho Learn - External Users = Paid Users?
Hi, We are wondering if we could move our Ambassador Program to Zoho Learn. But currently, with our software, the company gets an access code, used by the staff to sign up and create their account, so we can see their completion. If we were to do the
Open Activities view.
I really like the new views for the open and closed activities inside the deals. But when you are in the tab view instead of the column view you can only complete and edit the open activity there isn't the 3 dot option to be able to delete the activ
Linking the Overview window between reports on a dashboard
Is there a way to link the Overview window for two or more charts on a dashboard? We have several dashboards where users often want to set the window for 3 or 4 reports to the same time period. Doing it manually is time-consuming and cumbersome, but I
Execute button for Zoho Billing
Hi, I miss the Execute button in the webhook function. It does exist in Zoho Books and found it very useful. Especially because testing a webhook in Zoho Billing needs some time due to the events configuration. Zoho Books webhook function buttons
Assign account to a ticket created with WebToCase
We use Zoho Desk. Our large client uses WebToCase form to submit tickets. I have two workflow rules: When a contact is created and its email ends with example.com, it runs a custom function, which assigns the new contact the right account Example with
Copying a Document with its Citations
When I copy a document that contains citations using File>Make a Copy from the document's menu the text copies but the citations do not (according to Google they should). Is this the correct way to make a complete copy of a document with its citations
How to Print the Data Model Zoho CRM
I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks Andrew
Allow split times for business hours feature
It would be great to be able to set business hours multiple times during the same day. For example: Monday from 9am - 1pm, and then from 2pm - 5pm This would allow calls to be sent straight to voicemail during 1pm-2pm during lunch break.
Validation Rule Not Working for Mandatory Field in Zoho Blueprint
As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they stated
Uploaded Videos not processing
We are unable to attach videos. When the file is uploaded, it gets stuck at 100% and the ATTACH button is not clickable. My assistant in the Philippines experienced the same issue. I am in California.
Do I have to have a certain level plan to as preview posters to my video posts.
When I was using the trial, I could select or upload a preview poster for video posts, but now that I signed up for the Standard Plan, there doesn't seem to be that option. Do I need a higher-level plan for that capability?
Linking items from books and subscription
Linking books and subscription It is a pity that it is not possible to associate with a product an article present in ZohoBooks This would make it possible to manage products composed of a nomenclature of articles of books
Integration with Zoho Inventory
Would be nice if Zoho Subcriptions inegrated in with Zoho inventroy so that when a Addon is sold in Zoho subscriptions the item is tacken out of inventory in Zoho inventory
Discount Addons
We are using Zoho Subscriptions more and more and one feature that we need is to be able to apply a discount on addons. We have all of our standard pricing assigned and sales reps are selling monthly alarm services to clients but sometimes want to apply
Zoho CRM - Kiosk Studio: Build Once, Execute Multiple Times with Loops
Hello Everyone, Introducing Loop Functionality in Kiosk Studio. If you've ever built a Kiosk that needed to perform the same action multiple times like updating a list of contacts, scheduling calls for a batch of leads, or processing multiple products
Is there a way to see a total of time agents spend on ticket today in Analytics?
I am trying to see if there is a way to look at and add the total amount of time agent have entered into tickets in desk TODAY, like a running total, not every time entry so it would show John smith 1:55:20 total Bob smith 4:20:22 total etc
Zoho Community Digest - July 2026 | Part 2
Hi everyone, and welcome back! Week two of the Zoho Community Digest is here. This edition gathers every announcement posted in the Community Forums from July 8-14, sorted by solution so nothing gets lost in the shuffle. There's plenty to get through
There is no link between Deals and Projects in Analytics
Hello there, I am trying to link Deals with Projects in a Pivot view on Zoho Analytics. However, there is no relationship, yet on CRM there is a relationship. As you can see below, there is no link between them: However, on CRM, if you go into a Deal,
Migration Zoho to Gsuite (Problems)
Hello I am currently in the process of migrating from zoho to gsuite. After creating the new accounts, i started the process of migrating emails through the gsuite platform that uses a normal imap server connection. The system connects, validates the
How can I load a network into the cliq desktop app?
I have both the standard cliq log in for my org and I am part of a cliq network. In the browser I can choose which I log in to. However, in teh desktop app if I log in it will alwasy load my org's cliq. Can I switch this to the network I have create
Emails are bouncing because your IP address is blacklisted
Please correct this ASAP. We cannot continue using your service for business email if you IP's are getting bounced! ERROR CODE :550 - 5.7.1 H:SC [136.143.188.17] Connection refused due to abuse. Please see http://spamcop.net/bl.shtml?136.143.188.17 or
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