Filter by user in Pivot Chart
I have a Pivot chart where the data should be filtered by user. The user enters the system and should see only the data that correspond to it. Can anyone help me?
Disable contact sharing between multiple domains.
Hi, How to disable contact sharing between multiple domains? I have multiple domains under single email account. The problem is all email ids are automatically shared through AddressBook (means a user from domainA can see all email ids of both domainA
Internal mails on our company domain (managed by Zoho) do not get delivered
Hi last week Thursday and Friday a colleague had sent me two emails which did not show up at all in my inbox, spam or anywhere else. What this a problem with Zoho mail in general or did this affect just us? From the forum is reads like many problems had
#2 The Tax Talk Nobody Wants to Have
"We are also able to manage our GST invoices without worrying about compliance issues. With Zoho Invoice, we are happy, our tax consultant is happy, and so are our customers," rejoices Shivprateek Habib, Partner, Flutterboots Services LLP. That's usually
US State abbreviations in Address fields
In regards to all Address fields within Zoho, Is there a way to change the State field to be the 2 letter abbreviation vs the full spelled out US State name? Example: "Washington" should be WA. I am able to type in the abbreviated state, but it's not
Workflows fail silently in Zoho CRM and there is no native way to know
Workflow automation is honestly one of the biggest reasons my clients choose Zoho. But there is one problem I keep running into across almost every implementation. When a workflow fails, nobody finds out. Email alerts hit daily limits and just stop. Custom
Is there a way to update bounce domain after verification process has started
Hi Zeptomail Team, I've created a domain and we did not update the bounce domain to our custom record... the validation has already started and I am now unable to update the bounce domain. Is there any way to get this updated on the backend without deleting
Pre-orders at Zoho Commerce
We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will
How to Customize the Member Portal Login Page?
Hi everyone, I am currently using the default member portal login page for Zoho Commerce, but I feel it looks quite plain and doesn’t align well with my brand's style. I would like to make it more visually appealing, possibly by: Adding custom colors
Should Bank Charges Be Included in VAT Return in UK? How to Enter Bills for Reverse Charge?
Hi Zoho Team, I've just moved to Zoho books recently. Everything works till i started to prepare for my VAT return. 1. Bank charges in VAT return I'm in the UK. I am quite sure ordinary bank charges are VAT exempt. My understanding is derived from government
Picklist values out-of-date in Campaigns
Hi I use a CRM (Global) picklist set of values for my field "Connection Strength" (see screenshot 1). . I use Campaigns to follow-up and change the Connection Strength value depending on their stage. The picklist values that appear in the dropdown for
How to keep track of bags, cans, drums of inventory?
We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another
Important Update: New Fields Addition in Zoho Sprints Integration
We'd like to inform you of an upcoming update to the 'Timesheets' module in the Zoho Sprints integration from June 3, 2026. To enhance time tracking and reporting accuracy for the Zoho Sprints integration, three new fields - Log Type, Meeting ID, Release
Packaged Weight And Dimensions
Hello, we have item weight and dimensions, please add packaged weight and dimensions. Thank you
Nome do Agente não aparece nas conversas do whatsapp para o nosso cliente
Nome do Agente não aparece nas conversas do whatsapp para o nosso cliente! Isso é ruim pois so,os em 5 agentes e o cliente fica sem saber com quem ele está falando, pois tentei procurar configurações que pudessem ter esta opção, mas até então não encontrei.
Marketing Plus : quatre ans à réinventer la simplicité des opérations marketing
Pourquoi et comment ? Il y a exactement quatre ans, nous avons démarré simplement, avec une seule vision: unifier et simplifier les opérations marketing pour les équipes marketing de tous les secteurs. Chez Zoho, nous proposons des outils dédiés à chaque
hide resolution from help centre
to my surprise, i just found out that the resolution text is public in the helpcenter, even if 'notify customer' is off. is there a workaround to that? how do others deal with this? How zoho support does this and I don't think its used by Zoho in the first place. the resolution is meant to be private, not public
Enrich your contact and company details automatically using the Data Enrichment topping
Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging
Financial manger
why is transaction locking for zoho I Can't closing period
API usage
My application has bad implementation and code that is resulting in very high API usage. This is my first time experiencing something like this. Does anyone know how I can troubleshoot and fix this?
Disabled page
Hello, When I try to to run Inventory Valuation Summary and FIFO Cost Lot Tracking reports, I get This page is disabled error. I tried everything in settings, cant find the settings to enable. Help me.
Linux agent 2026_M05 release notes
Agent Version: 3.6.5.3 Release date: 28 April, 2026 Major Enhancement: Quick Support feature release. Security improvements and enhancement to in session features.
Automated Sales Order Fulfillment Based on Inventory Availability (Allocation / Commitment Modes)
Hi everyone, I recently reached out to Zoho Inventory support regarding a workflow challenge and wanted to share both the issue and their response here for visibility. Zoho confirmed: “Zoho Inventory does not currently support automatic notifications
Linux agent 2026_M04 release notes
Agent Version: 3.6.5.2 Release date: 30 April, 2026 Code refactoring and improvements to function efficiently in minimal hardware environments.
Simple Totals on all pages?
Hi there. I'm surprised this isn't implemented yet (since most other software has this by default). Can you display a simple total at the bottom of all invoice lists? ie: I click in SALES tab, select INVOICES and on that page please show us a simple total? Yes, I realize I can go the long way around and generate reports and select my date options and select the type of invoices etc...but honestly that shouldn't be necessary when just viewing a list of unpaid invoices and how much total is outstanding.
Linux agent 2026_M03 release notes
Agent Version: 3.6.5.1 Release date: 27 February, 2026 Bug fixes and performance improvements for optimised session experience.
Linux agent 2026_M02 release notes
Agent Version: 3.6.5.0 Release date: 26 February, 2026 Major enhancement: File Manager feature release Issue fixing of idle session timing interfering with backend activities.
Linux agent 2026_M01 release notes
Agent Version: 3.6.4.8 Release date: 13 February, 2026 Optimised the unattended agent uninstallation process to properly cleanup residual files and complete uninstallation process. Fixed issues with CTRL+ALT+DEL command not functioning properly in some
Using API for multiple organizations
I am busy building an app to load data from a retailer into Zoho Books. We are planning on selling the app to multiple organizations that use this retailer. Is there a way to get a single oauth app to access multiple organizations? From what I can find
MacOS agent 2026_M04 release notes
Agent Version: 3.120.0 Release date: 23 April, 2026 Retry mechanism for end users to enable Accessibility and Screen Share permissions to successfully join remote sessions. Agent stickiness on multiple desktops to avoid confusion. Improvements to audio
MacOS agent 2026_M03 release notes
Agent Version: 3.117.0 Release date: 02 March, 2026 Bug fixes and performance improvements for optimised session experience.
MacOS agent 2026_M02 release notes
Agent Version: 3.116.0 Release date: 23 February, 2026 Major enhancement: File Manager feature release Minor enhancement: Improved peer to peer connectivity across various network conditions. Minor enhancement: Improvements to Elevate to Admin mode
MacOS agent 2026_M01 release notes
Agent Version: 3.111.0 Release date: 11 February, 2026 Major Enhancement: Quick Support feature release. Upgrades to monitoring protocols for analysing performance. Issue fixing of idle session timing interfering with backend activities.
Kaizen #242 - Enabling In-Context Order Creation from Deals Using SlyteUI
Hello everyone! Welcome to another interesting Kaizen post. Today’s spotlight is on SlyteUI, the new UI builder designed to create powerful, intuitive user interfaces in minutes. Built for speed and simplicity, SlyteUI empowers teams to deliver high-impact
Sorting sent mail by 'to'
It's quite surprising that this feature is still missing. We can sort incoming mail by 'from' but not outgoing mail by 'to'. Could you add this? Thanks and regards, Jan
Can't access google from toppings menu
So... When I click the manage button in toppings, nothing happens. it won't let me access the settings.
Emails Disappearing From Inbox
I am experiencing the unnerving problem of having some of the messages in my inbox just disappear. It seems to happen to messages that have been in there for longer than a certain amount of time (not sure how long exactly). They are usually messages that I have flagged and know I need to act on, but have not gotten around to doing so yet. I leave them in my inbox so I will see them and be reminded that I still need to do something about them, but at least twice now I have opened my inbox and found
Cadence not stopping on reply (in some cases) – anyone else?
Hi everyone, we’ve noticed that in a few cases, Cadences don’t stop even though the contact replied (setting “stop on reply” is active). It works fine most of the time, but occasionally the reply is visible in CRM without stopping the Cadence. Our assumption
Issue with Resume Parsing and Storage Limit in Zoho Recruit
Hello Team, We are currently facing an issue with resume parsing in Zoho Recruit. While parsing resumes, we are receiving a message indicating that the storage is full. We would like to delete multiple old resumes from the system to free up storage space.
Introducing the revamped What's New page
Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main
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