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
Displaying only unread tickets in ticket view
Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that
Reach us through our official support channels
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready
Nested notebooks
Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.
Reconciliation: don't auto-select transactions outside the entered Period
When initiating a reconciliation for a defined Period (say April 1 to April 30), Zoho Books auto-checks transactions whose Statement Detail dates fall after the period end date. With "Show based on grouped bank statements" enabled (the default), the screen
Tropicalize Books
Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more
Zoho Finance Limitations 2.0 #15: You can't filter any Sales Orders by their SubStatus in CRM or Analytics.
All our sales orders move through various stages and it's nice when you can filter by open orders in "50% Building" or "100% - Built" however this is not possible in CRM finance. It's a basic feature within native CRM using a picklist. My go to was Analytics,
First Day of Work Week selection - Add every day of the week
It would be very helpful to have every day of the week available as a choice for the start of a work week. In fact, it would be even MORE helpful if we could select a different work week per Customer. For instance, for one client, I invoice weekly: Friday through Thursday (so the first day of that work week, as far as Zoho is concerned, is Friday). For another client, I invoice monthly, and would keep the traditional M-F work week.
The 3.1 biggest problems with Kiosk right now
I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.
multiple Brands separate topic landing pages
hii, i cant seem to figure out how to separate brands from the select topics marketing landingpage. i can only add topics for other brands, but i want to keep them complete separate
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?
Issues with completing calls using ZohoCRM and RingCentral
My company has been a multi year customer. We have always used RingCentral for making our sales calls. In a normal call, we are presented a green button next to the phone number of either a company or contact we want to call. Lately, after a few calls,
Does anyone else wish you could download Mail Merge quotations from the Zoho CRM mobile app?
Is it just me, or has anyone else run into this? I’m in sales, so I’m rarely at my desk. I’m usually in meetings, visiting clients, or travelling. One thing that genuinely frustrates me is that if a client asks me for a quotation, I can’t generate or
How to track the source of form submissions using referrer names in Zoho Forms?
Ever wondered where your users are accessing your form links from? By tracking the origin of your form entries—whether it's from social media, email campaigns, direct links, or embedded on your website—you can identify which channels are driving the most
Zoho One Backup of entire account
Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,
Custom invoice template issue
Hi. I created a custom invoice template, but it isn't working properly. Even though I select my custom template, Zoho still opens the standard one while showing that the custom one is selected. Please advise on how to fix this
Can't view nor download attachments
Me and a number of people I know suddenly stopped being able to either view nor download attachments that arrive in new emails we receive since this morning. Older emails work just fine and we can download/view them. Zoho Mail states the it wasn't able
Zoho CRM APIs
Hello, I think as a developer, it is very important to have the ability to manage, develop, and execute functions directly from my local development environment (for example, VS Code). Zoho CRM should have a way to create, deploy, and manage functions
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