Email Blocklist in Zoho Bookings
Greetings from the Zoho Bookings team! We’re excited to introduce Email Blocklist in Zoho Bookings, a new feature that helps you decide who can schedule appointments through your booking pages. You can now block specific email addresses or entire domains
Get Zia to highlight duplicate rows
I'm trying to find the duplicate rows in a large table. I could create a SQL query that counts when every field has the same value, but there are a lot of columns so that would be a slow job. It seems an ideal task for AI as it is a task with defined
Integration Request: Elementor
Integrating Zoho CRM forms with Elementor, the most popular page builder on Wordpress, would be great. I use it for our site, goenergylink.com, and I have had to use Zapier webhooks to be able to connect it with Elementor. The one issue I have run into
The Social Playbook May edition: 5 social media habits that affect growth
Sometimes growth doesn’t slow down because of the algorithm. It happens because of small habits we keep repeating while creating content and managing brands online. A few may be outdated techniques, some may no longer work, and others may simply have
Rename system-defined labels in Zoho CRM
Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited from
Bank Feeds Missing some transactions and duplicating some
Hello, I have been using Zoho or a number of years and have never had a real problem with bank feeds, however in the last month the feeds have not picked up all transactions, and sometimes a transaction is being duplicated. For example, the bank statement
One invoice, 2 payers
We do a lot of repairs for real estate transactions. We make one job for a client (say the seller) in zoho and link it to the invoice in books. Seller pays the 50% deposit. Then says the buyer is going to pay the balance. Any thoughts on the easiest way
TeamInbox EU: Microsoft 365 not connecting
Hi everyone, I'm trying to connect a Microsoft 365 mailbox to Zoho TeamInbox (EU region) via OAuth and keep running into an issue. Steps I followed: 1. Create a Shared Channel → Email Channel → Microsoft (OAuth) 2. Microsoft login window opens → I authenticate
Sending a Template to Sign
hi, trying to send a template to be signed using this as a test: $accessToken = "1000.xxx" $templateId = "1234" $uri = "https://sign.zoho.eu/api/v1/templates/$templateId/createdocument" $payload = @{ templates = @( @{ template_id = $templateId request_name
Trash - Delete All
We use 6 inbox shared (via IMAP). The Trash bin contains a lot of messages. Is it possible to delete them all permanently? Is there a rule to empty trash bin after xx days? Deleted permanently message in TeamInBox are deleted permanently in the related
Introducing global search in Bigin for Apple devices
Hello everyone! We're happy to announce that users can now use global search—a unified search system that spans across pipeline deals, contacts, companies, products, activities, and settings—and makes it easy for users to find their desired records. John
Zoho emails not being delivered to Hotmail accounts!!
Hi, I have this problem I already posted yesterday. My emails are not being delivered to hotmail accounts. They do not even appear in the Spam folder. I already enabled the Domain Keys for my domain and setup the SPF record in my domain manager v=spf1
Migration from SQL Database to ZOHO CRM
Hello, I am trying to migrate data from our SQL Database to Zoho CRM using Zoho DataPrep, but I encountered an issue during the transfer process. When new records are created in Zoho CRM (records that do not already exist in the CRM), the Owner field
Zoho Analytics and DBeaver
Is there a way to connect DBeaver to Zoho Analytics. I am able to connect DBVisualizer but since it is a paid tool, I prefer to use DBeaver Community. The problem is as follows: - I am able to make a successful connection to ZA using DBeaver - I am able
Admit webinar attendees at start of webinar
Is there a way to admit attendees into a waiting room, and admit them all at once at the start of a webinar? The first webinar we did, we were doing lots of coordination and didn't realize that attendees joining could hear all the prep. It came across
Connect to Shipstation's API
Shipstation is a very big service, with lots of users, tons of order data.....and poor un-customizable reporting. This is perfect for Zoho analytics. The Shipstation API is modern and efficient. Today I think many people pay Zapier to get Shipstation data into Reports/CRM/Books - why not have a direct connection? -can pull in shipments via webhook or polling. -also nice to pull in order data along with shipment data
Kaizen #244 - Visualizing Blueprint Transition Criteria Using Zoho CRM REST API Queries
Hello Everyone, Welcome back to another edition of the Kaizen series, where we uncover powerful ways to extend and customize Zoho CRM. Have you ever asked , "Why can't I see the blueprint transition button on this record, why it failed, and how can I
Zoho CRM Field suddenly not accessible in Zoho Cliq
Hi, I created a Widget in Zoho Cliq and I embedded inside it a Zoho Form. That Zoho form has a Zoho CRM Field that looks up Merchants from the CRM. It worked earlier today but now when I try to access it, the Zoho CRM Field is blocked and I can't select
Open PDFs using Zoho PDF Editor
Hello users, In this article, we will be exploring the open PDF capability in Zoho PDF Editor to collaboratively edit PDFs, insert text and images, add fillable and e-signature fields, and more. You can upload PDFs upto 50 MB or 150 pages. Password-protected
Zoho CRM Field cannot be set to optional
Hi, In my Zoho Form, I added the Zoho CRM field that allows me to lookup and select from the "Merchants" module in our Zoho CRM. The problem is I don't want this field to be mandatory, yet I see no option to remove it being mandatory. Thank you, Raf
Zoho Books: tax is not automatically pulled from product-data anymore - why?
Hi, until a short time ago, you could set a default taxrate for each product/item. This taxrate automatically appeared each time the item was chosen in an invoice or quote. Why does this not work anymore? The field is still there at the product record,
zoho Books and Inventory working together (crossposting)
Hi, forgive me, this is a crossposting from Zoho One Forum. I wanted to put it here, but obviously did not, sorry about that. I am using Zoho One, and as part of this, books and inventory (and some other things, not relevant at the moment). I was very
Refering cell from other sheet
Hi, If we want to refer any cell in the same sheet its very easy, like suppose if I want to refer cell A2 in P7 I just need to type =A2 in P7, similarly how can I refer a cell present in different sheet ( I mean refer cell A2 from Sheet1 into Sheet2) Thanks
Need to be able to save Customized Reports
There are several standard reports in zoho books. Each of these can be 'customized' with various parameters - BUT, these cannot be saved for re-use later. In several of the zoho modules you can customize a search list (eg for Estimates or Invoices etc)
Windows Desktop Application for Bigin
I'm finding the need for a standalone Bigin desktop app for Windows users. Most of my daily work is done through a browser, so I often have several open tabs while working with customers and checking product information, etc. With Bigin currently only
AI Search and Record Retrieval Inside Zoho Creator – Is This Possible?
Is it possible to integrate an AI assistant into Zoho Creator that can intelligently search, retrieve, and analyze records within the application’s forms and reports? Can AI access and query existing Creator data securely using Deluge or APIs to provide
Impact on Inventory - Change in Zoho Migration Date
Hi, I want to prepone my zoho migration date from July'2025 to April'2025. Before I do so I want to know what will happen to my inventory opening balance when I change the migration date? And how can I change the inventory opening balance? Currently I
What's New in Zoho POS - April 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 April went. Access and manage other web applications in Zoho POS with Web Tabs You can now access
WhatsApp Business Integration for Zoho Projects
Delivery channel plays a decisive role in how quickly certain project updates translate into immediate actions. A release is ready to go live. An issue is marked critical. An approval is pending. These moments are less about tracking and more about timely
In Zoho People, the Operations buttons are frequently not visible or do not appear consistently.
In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.
Total Receivables on Dashboard Incorrect
Hi, The Total Receivables amount showing on my dashboard has not taken account of some payments received and therefore does not match my unpaid invoices. Please advise. Alex
Incoming Email Settings: Manage what reaches your users' inboxes
Administrators can control how incoming emails are handled within the organization to maintain a secure and reliable email environment. Sometimes, legitimate emails get flagged incorrectly, while spam or harmful messages can reach users' inboxes. Incoming
Customise Lead Source and Sub Lead Source per webinar
We have an integration between Zoho Meeting and Zoho CRM. New leads are imported into CRM but now they all have the source "Zoho Webinar". Can I change this source? Can I add a sub source? And can I customize these fields per webinar? (So different webinars
How to refresh data in real time
I have question, 1. If I make some update for a record thru widget, how to reflect the changes without refresh page? 2. If I made some update for a record thru function, how to reflect the changes without refresh page?
The Zoho Books client portal is good but it stops just short of being genuinely useful
I set up Zoho Books for quite a few Companies. And honestly the client portal is one of the features I always demo because it looks great on the surface. Clients love the idea of it. But then a few months into going live, I start getting the same feedback.
TDS Payable report not Generating
TDS Payable report for Last Quarter of FY 25-26 is not generating and giving error. Please get it rectified as soon as possble.
billable_expense_id in Invoice API does not set invoiced=true on bill line items — causes duplicates in Projects > Create Invoice
Hi Zoho Community, We are running an automated batch invoicing system using the Zoho Books API and have hit two critical bugs that are causing duplicate invoice risk in production. Raising this here for visibility alongside a support ticket already filed.
Zoho Books and Pet Pooja Integration
I've started ti use Zoho books for Accounting and Pet Pooja for billing, pet pooja team says they can integrate with tally but not Zoho books, As zoho books has API integration, I thought it'll be possible for to integrate Petpooja with Zoho books, can
How do i enable export without LUT or bond in Zoho Books?
The export invoices show as invalid with error message " Please enable export without LUT or bond as you have taxes associated with the line items." We have a LUT or bond number, w here do we enable export without LUT or bond in Zoho Books settings?
Bigin Forms Enhancement: Acknowledge visitors via WhatsApp
Greetings, We hope all of you are doing well! We're excited to share a new enhancement to Bigin's forms. Let's take a look at it in detail. Acknowledge visitors via WhatsApp The Acknowledge Visitor option in Bigin Forms means visitors receive an instant
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