User can import contacts into Campaign even without permission
Hi everyone! We have a role that's configured with "Import records: Calls" only, but when a user with that role enters a Campaign, the "Contacts" section shows a "Import contacts" button. Is this expected?
Allow moving closed Issues between Zoho Projects without reopening them
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding moving closed Issues between projects in Zoho Projects. Current Limitation: As of now, Zoho Projects allows users to move closed Tasks between projects,
Accept credit card payment for multiple invoices
We have a problem with Zoho Books. While we can charge a customer's credit card for an individual customer invoice, we cannot charge a customer's credit card for more than one invoice. In our business, it is common for a client to phone up and say, "Here
Zoho Books | Product updates | March 2026
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting
How is Covid affecting the 2021 Super Bowl Commercials
Super Bowl, the annual championship game of the National Football league, USA has an incredible viewer base of 100 million viewers on an average and is also one of the most-watched television broadcasts in the USA of all time. Nine out of ten Americans
Accounts Receivable Balances Differs in Balance Sheet, Customer Balance Report, AR Ageing Summary, and AR Ageing Details.
Hello Zoho Accounts Receivable Balances Differs in Balance Sheet, Customer Balance Report, AR Ageing Summary, and AR Ageing Details. Please clarify and fix the issues here. Thanks
Zoho Books Inter-company integration
We have an Indian parent entity, and its accounting is managed in Zoho Books. We also have a subsidiary company in Dubai under the same parent entity, for which we have procured a separate Zoho Books license. I want to understand whether Zoho supports
Not able to import transactions from Razorpay
Hi, tried implementing Razorpay integration with books,also added a webhook, but while this added a razorpay clearing account it does not have any data in it. Neither is it getting updated with new transactions happening on Razorpay. This problem is compounded
Choosing the Right Automation in Zoho Projects
In any project, different types of actions are needed at different points. Some projects require control on how tasks move, some require reacting to updates, and some require executing additional actions beyond the task. Automation in Zoho Projects is
Cancelled Transfer order problem
Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also
Zoho Sign Webhooks Security
in Zoho Sign, what protection is in place - if any - so that the receiving endpoint can verify the authenticity of the sender (Zoho DC / app). otherwise anyone knowing the https address of my endpoint can forge the request. webhooks signatures would be
Issue with attaching files to a task through the API
Hello! I've implemented a function that creates a task for every new bill that is created but I haven't been able to attach to the task the files which are attached to the bill. I have encountered multiple errors but the most common one is error 33003:
Can I write a check in Zoho Books with no associated bill?
This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply.
Zoho Inventory - Managing Items With Multiple Suppliers
Hi community, I'm working on a project at the moment for a car parts wholesale business. Each Item (part) has its own original manufacturer part number (sometimes more than one part number for the same item). When purchasing parts from 3rd party suppliers,
Gear up for the Zoho Finance & Operations Workshop 2026! [India]
Hello everyone! 👋 We're excited to announce that the Zoho Finance & Operations Workshop 2026 is now underway! As our global community continues to grow, we’re expanding our locations to connect with users around the world—giving you more opportunities
Problem with local database connection to Zoho Analytics On Premise
For days now I have been trying to connect my local database to Zoho Analytics On Premise, but it won't let me. No one from Zoho support has been able to help me, in fact I did connection tests with the cloud version and it allowed me to make the connection,
Tickets without registration
Hi, would it be possible to give customers the opportunity to be able to read their tickets without registration?
Gear up for the Zoho Finance & Operations Workshop 2026!
Hello everyone! 👋 We're excited to announce that the Zoho Finance & Operations Workshop 2026 is officially underway! As our global community continues to grow, we're expanding our locations to connect with users around the world. If you haven't had a
Gear up for the Zoho Finance & Operations Workshop 2026!
Hello everyone! 👋 We're excited to announce that the Zoho Finance & Operations Workshop 2026 is officially underway! As our global community continues to grow, we're expanding our locations to connect with users around the world. If you haven't had a
Zoho Analytics - Business Hour reporting doesn't use Business Hours
Hi, I've been having an issue where metrics that state they are reporting based on business hours, like "First response time (in Business Hours)" and "Total response time (in Business Hours)" but are being calculated based on 24 hour days (instead of the 9-5 business hours we have setup). Any help would be much appreciated. I've provided an example and more details in this ticket: https://help.zoho.com/portal/en/ticket/39690706
Analytics : Highlighting a single bar in a bar chart
I have a bar chart showing values across a year by week. I have a user filter to change the selected week, however the year graph will remain as showing the full year. Is there anyway to conditionally format or construct the year graph to highlight the
Cancelled appointments still block out timeslot
I haven't had to test this before, but I've just found a problem. I had an appointment in a certain timeslot, and that appointment was cancelled. However, Bookings won't let another appointment be booked in that slot - it makes that time unavailable until
Item Categories in Zoho Books
I realize this feature is available in Inventory, but we do not keep track of inventory. Basically, we have 2 product offerings, residential and commercial. Right now we can only run sales reports for all items. What is the best way to keep track of sales
tracking inventory in item in zoho books
Hello, I follow the instructions to be able to enable inventory fot the items, but I dont see the check box (Image zohobooks3) in the item to activate "Track inventory for this item". Imagezohobooks4: Is the menu of the configuration of the item.
Restrict Appointment Booking to Approved Clients
Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement for managing appointments within Zoho Bookings. This feature would ensure only pre-approved clients can schedule meetings. Desired Functionality: We propose the introduction of
Product margin is negative
Hi I'm having a hard time figuring out why are my margins negative. Sales price is larger than purchase price and when I manually calculate the margin I do not get the same numbers that I get once I run the report. FYI - im testing Zoho inventory at this point. Invoices have been created, as well as packages and shipping was completed. I have not created any payments received. Also, when I pull profit/loss in Zoho Books, i'm showing profit. I've attache screenshot of one of the products. For this
Zoho Reports Quarters don't match CRM financial quarters for CRM analytics reports?
Hi, I have a client who is doing analysis using the new CRM Analytics function. I am having trouble creating the reports I need which need to key off the clients financial year quarters rather than the standard Q1 = Jan-Mar, Q2 = Apr-Jun etc. My customers financial year starts April and ends on the last day of the following March. I have looked at generating another date to use for calculations based on the closing date - e.g. closing date+90 days, but this isn't accurate enough and will cause issues
Zoho Sheet vs Zoho Analytics for creating customized monthly financial reports as templates not included with ZBooks?
Trying to make a decision as to which app - Zoho Sheet vs Zoho Analytics is easier to use and would get the job done when trying to create some extended customized monthly financial reports with analytics for small businesses?
Gear up for the Zoho Finance & Operations Workshop 2026!
Hello everyone! 👋 We're excited to announce that the Zoho Finance & Operations Workshop 2026 is officially underway! As our global community continues to grow, we're expanding to select international locations to connect with users around the world.
Zoho CRM Community Digest - March 2026 | Part 1
Hello Everyone! March kicked off with a strong mix of AI-driven enhancements, smarter data handling, and practical workflow improvements across Zoho CRM. From leveraging Zia for automated communication to optimizing cross-platform data retrieval, this
Organize your workforce efficiently with Locations in the Admin Console
Keeping your organization structured becomes increasingly important as teams expand across different offices or regions. For administrators, having clear visibility into where users are based can simplify user management and improve operational clarity.
2026年 ユーザー交流会スケジュールのお知らせ（東京・大阪・名古屋・福岡）
ユーザーの皆さま こんにちは、Zoho コミュニティグループの中野です。 2026年開催予定の「ユーザー交流会」の日程をお知らせいたします。 ご都合の合う回がございましたら、ぜひご参加をご検討ください。 ■ 2026年開催日程 ・6/4 大阪（APイノゲート大阪） ・6/5 名古屋（AP名古屋） ・6/26 東京（AP新橋） ・10/30 福岡（調整中） ・11/12 大阪（APイノゲート大阪） ・11/13 名古屋（AP名古屋） ・12/8 東京（AP新橋） 今年のユーザー交流会では、 ・AIに関するセッション
multiple links in image
I am trying to embed 4 separate links to products in an image. How do I do that?
Is Campaigns still being updated?tform to do
Looking to migrate to a new provider. As someone who has used Zoho before, I wanted to investigate using Zoho Campaigns. I have tried to investigate updates to the Zoho Campaigns platform as a sole product with only seeing 2024 being the last updates
Broken notifications?
Getting "New Response received from Mailer-daemon in Rec Community" Clicking on it displays "Oops, something's amiss! The record you attempted to access has been deleted, or you do not have access to it."
Allow Multiple Scheduled Appointments with Zoho Support
Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling
HTML emails missing paragraph spacing / blank lines in Zoho Mail Android app
I'm experiencing an HTML rendering issue in the Zoho Mail Android app where blank lines between paragraphs in markdown are not being displayed, causing all paragraphs to run together without spacing. This is different behavior than rendering in other
Mail app badge count and shared inboxes
Is there a way for the badge count for the Trident MacOS app and the Mail iOS app to include unread messages in shared mailboxes, not just my own? If not, any workaround so that I know there's something in one of my shared inboxes? (And "polling" is not
Support Uploading YouTube Videos Longer Than 60 Minutes
Hi Zoho Social Team, How are you? We would like to request support for uploading YouTube videos longer than 60 minutes directly through Zoho Social. Your support team informed us that Zoho Social currently cannot upload videos over 60 minutes due to “API
Allow admins to define and enforce tab order for Client Portal users in Zoho Projects
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the project tab (module) order for Client Portal users in Zoho Projects. Current Limitation: As of now: Internal users (admins and employees) can
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