No DINAR (Serbia) in currency list
There is no Serbian Dinar listed in the currency list. Dinar is available in Books, Inventory, CRM, FSM. Please make it available in Desk as well. Without it, the integration with other apps is not possible.
Re-Apply SLA When Ticket Reopened from Closed Status?
If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers
Copy Creator file field to CRM file field.
Hello, I am trying to transfer the content of a Zoho Creator record afer form submission to a new CRM deal record with a deluge form worklfow. I am trying to see of I can transfer the files fields. creationMap = Map(); if(Revendeur == "IEL Technologie
Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?
I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?
Button Duplication when emails forwarded or replied
When I create a new email template in campaigns and send it out it looks fine to all the users, however if that email is then on forwarded or replied to then all buttons within the email duplicate. See below The one on the left is the original one.
What's New in Zoho POS - March 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 March went. Zoho POS Android app with Arabic and RTL support for Saudi Arabia We have launched the
Zoho Projects Android and iOS app update: Custom modules
Hello everyone! We are excited to introduce the custom modules within the Zoho projects mobile app. Custom modules allow you to define your own entities with relevant fields, enabling you to capture and manage information specific to your workflows beyond
Zoho Projects iOS app update: Flag type(Internal/ External) information in Task list header
Hello everyone! We have now included the Flag(Internal/ External) type information on the Task list header within the Tasks listing screen of the Zoho Projects iOS app. This enhancement enables you to distinguish between the internal and external tasks
How to close an estimate ?
Hello, I have created estimates, and converted them to invoices to get 50% payment. Now I have 2 cases where the estimate stills shows status partially invoiced, however: 1. for one of them, project stopped half way, so the remaining part will never be
Will Zoho Search work with Zoho Learn
Currently, Zoho Search only works with Zoho Wiki which will be phased out. Moving forward, will Zoho Search be enabled for Zoho Learn? Thanks.
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?
Can't View Project Names in Mobile App
I can't view project names on PO's in the app, nor can I add that as a viewable PDF field in inventory on the computer. I've attached screenshots showing that in the mobile version whether you are on the PO, editing the PO, or viewing the PO line items,
Looking for other Zoho users in Canada
I would like to find other users in Canada to share ideas and suggestions. To see if you are experiencing same issues re HST/taxes, banking, etc.
Intergrating multi location Square account with Zoho Books
Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.
Columns with no data still displayed despite "Show missing values" disabled
I have a table with missing data, but columns are still being displayed even though the "Show missing values" option is disabled. The table contains 3 columns split across 12 months. I suspect the issue is caused by one of the columns using an aggregation
Permission Denied - Reports Module - Super Admin
"Permission Denied Sorry, you cannot view this report because you do not have permission to access one or more of its modules. To view the report, please provide permission to access those modules in the Profiles and Organize Tabs settings." Fresh new
Allocating inventory to specific SO's
Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
Change Default Currency in Zoho Reports
Is it possible to default all currency fields in my Reports and Tables to my local currency without having to reformat them every time?
Zoho Project - Total Forecasted Hours
Does anyone know an easy way to get a total of all the forecasted hours across the portfolio? I'm aware trying to create a custom report that can generate this figure for each task and the total up but the completion percentage doesn't seem to come back
Drop Down Menu - Adding up values
I have a form that has 22 drop down fields each having a value of 0-10 to choose from. Is it possible to have it add up the total value of those selected numbers and have it tally it up in another field at the end? So example: if each of the 22 fields
Cross Module Fields Merging between Zoho Sign and Zoho CRM for custom module
Hello everyone, I've been exploring custom integration between Zoho Sign and Zoho CRM, and I've encountered some interesting findings and would need advanced help. To integrate Zoho Sign with Zoho CRM, there are two primary methods: Installing the extension
Removing Custom Modules
Hello Everyone, I'm trying to remove custom modules from my Zoho CRM. I've ran into the issue, where I'm unable to delete the Modules because there are lookup fields in the fields associated with other modules. When I attempt to delete the modules, they are grayed out and I'm unable to remove them. Can I please get help on removing the modules or resetting the entire Zoho CRM to its Out of Box settings with out having to delete my account? Thanks SC
Calculation on form submit not wokring unless i click F5
I'm using the built in on succesful form submission option and running the code below but when i click submit my form just gets stuck with the blue loading icon and nothing happens until i click F5 and then the page reloads and the calculation does actually
Tip #69 - Exploring Technician Console: Blacken Screen - 'Insider Insights'
Hello Zoho Assist Community! Imagine a scenario where you are providing remote support to a customer at a busy front desk. The issue involves their billing software, and fixing it means navigating through sensitive customer records, payment details, and
Free virtual webinar: Zoho Sign for Q1 2026
Hi there! We’ve packed this quarter with some of our biggest updates yet—and you won’t want to miss what’s new in Zoho Sign. Watch this video for a quick rundown: Join our upcoming webinar for a complete walkthrough of the latest features, enhancements,
Issue with Zoho Sheets
Edit: Small Error of Opening doc and losing entire formatting while downloading to *.xlsx format. Also my formulas don't work while opening a document downloaded from Zoho sheets, since the colors aren't matched to the correct data. Even though the data
Query on Tracking Visitor Activity with Zoho Forms & SalesIQ
I have a query regarding Zoho Forms, Zoho SalesIQ, and Zoho CRM. I have embedded a Zoho Forms form on my website, and I’m trying to understand if it’s possible to capture a user’s website activity (such as pages visited, visit count, etc.) when they submit
Email notification for followers
Is there a way to enable email notification for followers of a support ticket? ie: Ticket #123 is owned by Agent#1, Agent#2 adds themselves as a follower. Whenever ticket #123 receives an email from the customer, Agent#1 receives an email. Agent#2 would
Update to CRM Custom Buttons: Collect Users' Location
Hello everyone! Buttons in Zoho CRM allow you to extend the default CRM capabilities for your bespoke business needs. It provides the flexibility to connect to any third-party application to perform necessary actions. Wouldn't it be better, if those buttons
Kaizen #78 : How to disable clone record?
Hello everyone! Welcome back to another interesting Kaizen post. In this post, let us discuss a workaround solution for the use case - How to disable clone record for a user. Requirement Consider that you want to disable the clone option for the Deals
Connection to other user
Zoho Cliq handles sharing of Custom OAuth Connections that require individual user logins.
Support Bots and Automations in External Channels
Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels
Zoho Inventory / Finance Suite - Extend Visibility of File Names on Attachment Fields
Hi Inventory / Finance Suite team, I noticed recently that when you add an attachment field to a module in Inventory, only the first 8 characters of the file name are visible on the details view. 8 characters is not a useful amount and there is plenty
Introducing Custom Columns in Forecasts
Hello Enterprise Support Community, Forecasts in Zoho CRM help sales representatives, managers, and business stakeholders evaluate performance and plan future sales activities. While standard metrics such as Target, Achieved Amount, and Pipeline Amount
How to stop missing customer emails and follow‑ups in Zoho Mail (real fixes that work)
After working with businesses that rely heavily on Zoho Mail for customer communication, the most common complaint isn’t email delivery it’s losing track of follow‑ups and letting conversations slip. Sound familiar? A customer emails, someone reads it,
Bank feeds not working properly
My bank feeds (connected with UK Natwest bank) only refreshes with yesterdyas transactions and not giving me the transactions of today since last week, anoyne with the same problem or solition?
Feature Request: Estimated Delivery Date Display on Product Pages
Dear Zoho Commerce Support Team I am writing to submit a feature request that I believe would greatly benefit all Zoho Commerce merchants: the ability to display an estimated delivery date directly on the product page. Today's e-commerce customers expect
Prefered Bin Missing in android APP
Andoroid app dosent show preferred bin in the picklist. The workaround support reccomend is to use the computre to create the picklist. it shuld be information to be shown aas basic for the pciker.
UPS Label size when generated via Zoho
We've integrated UPS with Zoho inventory. When creating and downloading the shipping labels they are created in a larger paper size. I'd like them to be generated to print on a 4x6 printer. Zoho have told me I need to do this within our UPS portal. UPS
Zoho Commerce in multiple languages
When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?
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