Styling for Subform Fields using client script
Currently we can add styles to list and detail page for fields using .addstyle in the Client Script But that is missing for fields of Subform We would really like the feature to addstyle for subforms in the detail page Can you please consider adding it,
Allow Territories as Filter Criteria in Reports and Dashboard Components
Territories in Zoho CRM are a powerful way to structure a sales organisation and control record access, but they are completely absent as a filter option when building reports or dashboard components. This means that even though your data is organised
No Way to Search Inside Deluge Functions
This is a simple but genuinely painful gap. When you have a Zoho Creator application with 20, 30, or 50+ Deluge functions, there is currently no way to search across all of them at once. If I want to find every function that references a specific field
POS System
Has anyone had any luck integrating a POS system with the zoho crm? Any advice where to look for a zoho proven solution? Thanks in advance. Moderation Update: As of August 2025, Zakya (Zoho's POS solution) is officially available in India and is in early
Rich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
Export Timeline
With the new Timeline features, it would be really helpful to have the option to export a timeline. When handling customer complaints, having the full breakdown of everything that happens on a module is great but we usually have to send this to another
Full Email Threading for Custom Modules
My clients run their core business operations inside Custom Modules. They need to see their full email history directly within those records. Right now the integration is limited compared to the Deals module. Users have to jump back to the Contact record
How do I change the account bank charges are charged to?
I want bank charges charged to my Credit Card Fees account. Is there a way to do this?
Account Watchlist: Order of accounts in the watchlist
Is there a way we can sort the order in which accounts are shown in the accounts watchlist in Zoho Books dashboard?
How can we get payment status updates for payment links in Zoho Books using webhooks?
When we create and share a payment link in Zoho Books, is there a way to know when the payment is updated? Can we use webhooks to get real-time updates for payment link status instead of checking manually?
Concern Regarding Stock Validation in Inventory Management
Hi Zoho Team, We would like to highlight a concern regarding stock validation in the inventory system. As per standard inventory management practices, if the stock level is zero, the system should not allow users to create a shipment, packing slip, or
Quickbooks API with Zoho Analytics (Profit and Loss Report)
Hi There! We're currently using Quickbooks Advanced Analytics to create reports. I'm wondering if there's a way for us to use Quickbooks' API so we can grab our Profit & Loss report directly instead of creating the report in Zoho Analytics. We have journal entries that makes it difficult to identify if they are credit or debit with Zoho Analytics. I'm wondering if any user here has experienced the same issue and found a workaround or a way to display the report. Any suggestion you may have is greatly
Hard Gate Pre-Screening Assessments for LinkedIn Easy Apply and Indeed Quick Appl
We are a current Zoho customer actively moving most of our systems to Zoho, and we genuinely want Zoho Recruit to be our ATS. But there is one capability gap we cannot work around. The LinkedIn Easy Apply and Indeed Quick Apply integrations are partial,
How to Auto-Generate a PDF Quote from Zoho CRM and Send it for Signature - Without Any Coding
Hi everyone, I see this question come up regularly in the community: "How do I generate a document from a CRM record and get it signed by the client?" Most answers point to Deluge functions or third-party tools. But there is actually a way to do this
FSM- are we getting there
We have now tried the FSM a couple of times. We have been defeated on the offline access. As you can imagine the enginner needs to know the customers details, the job and the equipment. This needs to be cache. Is it yet? Plus Our engineers do multiple
Last activity time is acting like last modified time
When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like
When does zcrm_potential_id get assigned to an invoice in Books?
At what point does zcrm_potential_id get assigned to an invoice in Books? Does it happen only after a scheduled sync in Books or should it happen instantly when a Books invoice is created from within CRM?
Undo send and download multiple files
Like Gmail, I'd like to: be able to download multiple files simultaneously, rather than download one at a time; and have an undo send feature.
How to sync Zoho CRM Quotes with Zoho Books/Finance Estimates or Quotes
Hi everyone, We’re building quotes in the Zoho CRM Quotes module because of its strong CPQ features and better communication options (multiple contacts, email customization, etc.). However, these don’t sync directly with Zoho Books/Finance for invoicing.
ZOHO Cadence
Can you edit when a cadence is set to enroll? For instance, I currently have it set up to enroll three days after a new record is created that fits the custom view criteria; however, I would like to change it to enroll immediately. I do not see where
Importing Tasks
Few suggestions that would make creating project templates more efficient. 1. Having the ability to import tasks from a spreadsheet within the Project Template Task section. You can do this when creating a "new project." 2. When importing Tasks from a spreadsheet, to be able to associate a milestone to a tasklist, just as I can associate a tasklist to a task. This would alleviate a very tedious, time consuming process. 3. Another feature that would be very helpful is rather than a start and end
CRM Quotes Client Script Update Line Item Unit Price field
On the Edit Quote page, using a client script how do I update the Unit_Price field on a specific row in the Quoted_Items subform without corrupting the other rows Please provide a working code example for my ZDK version.
Task Workflow Rules Should Work With Project Templates
I posted this on a previous thread a few weeks ago, so I'm re-adding it as a top-level topic. I know I'm not alone in wanting this feature. Basically, right now the new task workflow rules feature doesn't actually work with tasks generated using a Project
Excluding specific email address when sharing email across organization
Hi There. Please could you let us know if there is a way of sharing email across organization but excluding one specific email address (e.g. your private gmail). Our approach: We thought about excluding gmail domain in general, but this useless as all
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
Sessions
When we close the POS Session the closing balance should be the opening balance of next session. But this auto fetching is not happening. When we do cash out for depositing cash to bank account it is recording as expenses (office supplied) in our zoho
Translation from Chinese (Simplified) to Chinese (Traditional) is not working. It randomly translated. Google Translate accurately but zoho translate is not working at all
Hi friends, The newly added language for translation. https://www.zoho.com/deluge/help/ai-tasks/translate.html "zh" - Chinese "zh-CN" - Chinese (Simplified) "zh-TW" - Chinese (Traditional) my original text: 郑这钻 (and it is zh-CN) translated traditional
Handling bidirectional updates without hitting recursion limits in Zoho Creator
Hello Everyone, I am working on a parent–child scoring system in Zoho Creator and facing an issue with recursive workflows. I have a Project (parent form) and a Tasks (child form) linked using a lookup field. Each Task contains a Score field, and the
Zoho Analytics - Compensation Information?
I am attempting to put together payroll reports in Zoho Analytics. However, I do not see any way to get compensation information from Zoho People to sync. Am I missing something? The use case seems like it should be obvious; it's difficult to do payroll
unable to send emails to recipients with Hotmail addresses
We are currently unable to send emails to recipients with Hotmail addresses. Could you please help check what might be causing this issue? Status show Bounced.
Zoho CRM Copilot Connector
Hello, Are there plans to release a connector for Zoho CRM and Copilot? I'm in the early research stages of potentially switching our CRM solution to Microsoft Dynamics because of its out of the box integration with Copilot. The advantage being that we
Profile Page View Customization
I need to change the fields, sections from the profile view of an emplyoyee.
Zoho Commerce Microstore to bypass customer portal on spesific items
Hi everyone, I’m currently testing the Microstore feature in Zoho Commerce and trying to understand how it behaves with access restrictions. My goal is the following: Even though the customer portal is enabled (and the main store requires users to sign
Custom Fields - Conditional Visibility
At one time, it was possible to set visibility rules for custom fields. It seems like that functionality has either been eliminated or placed somewhere not obvious to me. Has that feature been removed, or is it somewhere that is not obvious to me? The
Error when subscribing to any iCal feed in Group Calendar
When I try to add any iCal URL via Settings → Calendar → Calendars → Group Calendars → Manage → Subscribed by Group, Zoho pops up an ‘Internal Server Error’ and nothing is added in the ‘Subscribed by Group’ list. But - the feed then appears under my personal
Re: Application Architecture in Zoho Creator — A Platform-Specific Deep Dive
A recent community post on application architecture made some excellent points about planning architecture early in Zoho Creator projects. The core message is right — Creator applications have a habit of growing organically into maintenance nightmares,
Deliver timely updates across your organization
Keeping your organization informed goes beyond sending emails or sharing links. It requires ensuring that the right information reaches users at the right time, without being missed. Whether it's communicating policy changes, maintenance schedules, webinar/training
Zoho Commerce -
Zoho Commerce currently only allows merchants to define the United Kingdom as a single shipping zone, which creates a significant issue for businesses operating between the EU and the UK. Under the Northern Ireland Protocol, Northern Ireland follows EU
Connecting Portals from different Zoho apps
Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals? It would be great if we could give our customers access to a portal in which they could
Make Task ID and Issue ID columns filterable like all other columns
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the Task ID and Issue ID columns in Zoho Projects list views. Current Limitation: As of now, in both the Tasks and Issues modules, almost every visible
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