Partial payments for retainer invoices
When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.
Custom Display Field for Lookup Dropdowns in Zoho CRM
Could Zoho CRM support changing the display field in lookup dropdowns, like Zoho Creator does? This would make it much easier to select the right record by showing a more useful field instead of only the default one. It would improve speed, clarity, and
Create custom field in multiple modules
I am trying to create some custom fields that will be in both leads and contacts module without having to create them separately and then mapping them. How is that performed? it is too time-consuming to create 20+ fields and then do the same thing in a different module when they carry the same info. The idea is that when we get a lead from web site, there are items that we capture and once that lead is a client and moved to Contacts, that info should come over. So trying to find an easy way to create
Add Specific Identification as an Inventory Costing Method
--- Business Context We are a security systems distributor handling high-value, serialized products such as IP cameras, NVRs, and RAID storage systems. Each unit is uniquely identified by a serial number and arrives in separate shipments at varying purchase
Creator Portal Page Customization Issues
I have been using Creator to make Portals recently. Yesterday, I created a new portal and noticed that the page customization editor ("Open Builder") was different. Using the new page builder, I was able to customize and add an image to the various sign
Zoho Books - Budget Creation and Reporting Tags
Is there a way to create one budget for multiple reporting tags. For example, if my company has 4 different divisions I would like to be able to enter in what the budgeted revenue for each division is and view that information in 1 budget. I would then
Razorpay + Zoho Billing + Zoho Books Integration
Please help us set up this integration.
Why is Approval Hierarchy Not Available for the Expenses Module in Zoho Books?
Hello, I noticed that Zoho Books allows us to configure approval workflows and approval hierarchies for modules such as Bills, Vendor Credits, and Invoices. However, the same approval hierarchy option does not seem to be available for the Expenses module.
Zoho Mail Android app update - Traditional Chinese language and contact nickname support
Hello everyone! The Zoho Mail Android app now includes support for the Traditional Chinese language. You can change the language to Chinese (Traditional) from the Settings module of the Zoho Mail app. You can also view the nickname of the contacts within
Get Cliq Meetings in my O365 calendar
Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365
Latest update in Zoho Meeting | On-demand webinars
Hello everyone, We’re excited to introduce our new on-demand webinar feature, you can now provide pre-recorded sessions that your audience can access immediately, no need to wait for scheduled sessions. Benefits of On-demand webinars : Scheduling flexibility
Replicating Zoho Books "Accounts" and "Accrual Transactions" in Analytics via API: Best Endpoint Strategy?
Hi everyone, I am working on a custom integration where I need to programmatically replicate two specific tables in Zoho Analytics via API on an hourly schedule: Accounts and Accrual Transactions. Those two tables sync from Zoho Books. (Note: I am aware
Terms & Conditions
I have defined Terms & Conditions in the invoice setting and have set %TermsAndCondition% where I want it to appear but nothing shows up in that area. Is this something we have to define per invoice or can we have a global variable?
Subform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
On-prem version of Zoho Desk
Is there an on-prem version of Zoho Desk available for enterprise customers if we have additional aspects of security that aren't covered with current legal and data security terms?
SPAM Filter cleanup
I was under the impression that the SPAM filter would automatically clear itself, however re-reading the message it says: What does this mean? How often does this get emptied automatically?
Hyphen in domain names
I am facing problems while hard-coding an email address with a - in the domain name. I get the error Lexical error at line 4, column 24. Encountered: "@" (64), after : "" I recall that Zoho Domains also had an issue with hyphens and I think the issue with the sendmail api is the same. Could this be fixed?
Latest updates in Zoho Meeting | Breakout rooms and End to end encryption
Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Breakout Rooms for enhanced collaboration in your online meetings and End-to-end encryption to ensure that the data is encrypted
Latest updates in Zoho Meeting | New End of session notification to remind everyone about the session end time
Hello everyone, We’re excited to share a new feature for Zoho Meeting ; End of session notification. With this new setting, you can choose to remind all participants or only the host about the scheduled end time of a meeting. You can also choose when
#9 Win the Job First
For many businesses, the first document that goes out isn't an invoice. It's a document that creates ample space to negotiate, discuss requirements, align expectations, and ultimately win the deal. The whole of the business world calls it a Quote or,
Add Video link to interview record
Hi Team, we are having team members consistently go to the interview record to find the link for their upcoming meeting and have been confused that they have not been able to find them. When the interview is created can you please upload the link to the
How Can AI Agents Improve E-commerce Operations Efficiency?
I’ve been thinking about this question recently: as e-commerce operations become more complex, can we use AI Agents to improve daily efficiency? Many e-commerce teams need to handle product management, order follow-up, inventory checks, customer replies,
Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?
We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that
Export Zoho Books Invoice - PDF API
How to Download Zoho Books PDF Files Using Zoho Books API -------------------------------------------------------------------------------------- Hello everyone! If you are looking for a way to download Zoho Books PDF files using the Zoho Books API, you've
Marketing Automation/Campaigns confusion questions and integrations
I am pulling my hair out yet AGAIN due to the lack of true integration between zoho apps - Why can't we use Campaigns and Marketing Automation at the same time? if they are truely seperate apps, then we should be able to use both for what they were intended,
Tip #75- Exploring Technician Console: Power Options- 'Insider Insights'
Hello Zoho Assist Community! Welcome to the very first community post of June, and we are kicking things off with a feature that gives technicians complete control over a remote machine without ever leaving their session: Power Options. What are Power
Windows agent 2026_M07 release notes
Agent Version: 2026.4.15.0 Release date: 1 June, 2026 Issue fix: Streamlined overall process flow and fixed bugs that delayed or prevented proper functioning of Task Scheduler feature. Enhancements to Multi Monitor view under varying network load scenarios.
Show Categories Directly When Clicking the Knowledge Base Button in SalesIQ Chat Widget
Hi Zoho SalesIQ Team, I would like to submit a feature request regarding the behavior of the Knowledge Base button in the SalesIQ chat widget. Current Behavior: When a visitor clicks the Knowledge Base (KB) button in the chat widget, they are first taken
What is MCP and How Does It Connect to Zoho Invoice?
If you've ever wished you could just tell your invoicing software what to do, without clicking through menus, pulling up reports manually, or switching tabs every five minutes, that's exactly what the Zoho MCP server is built for. MCP stands for Model
Facebook won't connect
Good morning, Whilst I'm sure its something I've done wrong along the line I'm trying to connect a Facebook account to Zoho Social Upon entering the username and password the 'Connect Facebook' button appears to do some work then stops without any connection being established I've checked the business integrations on Facebook and Zoho is not appearing at all Can you help me with this at all? Kind Regards Daniel Evans Home Inventories
Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
How to publish Zoho form
I have created zoho form with various fields. I now want to publish the same and share the link so that I can start collecting response. Please guide me for the same.
Cliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
Tabular View Report | Scale To Fit Screen
Please add the option to scale Tabular View reports to fit the screen. I constantly have to adjust the column size of Tabular View reports to fit various screen sizes and it just looks messy. You can see in the screenshot below there is a blank gap after
What's New in Zoho POS - May 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 May went. Introducing the new Settings page with enhanced search The Settings page has been revamped
Mapbox map embed in Zoho webpage
The mapbox map is not showing in Zoho webpage. the code was running fine other webpage.
DYK 6 - Task Assignment from the Workload Report
Did You Know tasks can be assigned from the Workload Report? As projects evolve, tasks pile up and distributing them equally among team members becomes a balancing act. Identifying over-allocated and underutilised members gets complicated when task assignment
Mise à jour de Zoho Books – France
Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre
Building extensions #3: Zoho Sprints developer platform features and capabilities
Hello all! We're thrilled to connect with you in another post in our Building extensions series. We've explored concepts in building, testing, publishing, and sharing extensions for Zoho Sprints. If you missed any of this, take a look at our other posts.
How do create a validation rule / function to check datetime field is within Business Hours?
I've got a field called Scheduled_Time. People keep accidently inputting 2am when they mean 2pm. Realistically this field is never going to be before 7am or after 9pm. I'd like to add validation rule to the field (which is a datetime field). Using the
Next Page