Sync Data from MA to CRM
Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a
Gear up for the Zoho Finance & Operations Workshop 2026!
Hello everyone! đź‘‹ 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
What's New - March 2026 | Zoho Backstage
Four things that just got a lot easier This month, we focused on simplifying parts of event management that usually take extra effort, from refunds and booth assignments to session registrations and check-ins. Here’s what’s improved. Companion tickets
Inviting client to setup brand and more
Hello, There are two most critical functions which must be added in Zoho Social for Agency. Invite user/client to setup brand and link social media. As a agency we tell our clients, we don't want your social media credentials to manage your account. Then
Zoho Projects and CRM Integration in Analytics
Hi Team, In Zoho CRM, I’ve integrated CRM with Zoho Projects and associated a project within the CRM. The integration is visible under the Deals module. However, I’m unable to find this data in Zoho Analytics. Does anyone know where this information is
Combined Tasks and Issues View (Jira-Style Unified Workload)
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding task and issue visibility in Zoho Projects. Current Behavior: At the moment, Zoho Projects separates Tasks and Issues into different modules, each
Zoho Projects app update: Voice notes for Tasks and Bugs module
Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attaching
The Social Wall: March 2026
Hello everyone, As we wrap up the first quarter of the year, we’re bringing you a few updates for March. This month focuses on enhancements to approvals and expanded YouTube support. Bulk Approvals Approving posts one by one can take time, especially
Field Dependency Not Working on Detail Page in Zoho Desk
Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear
Filters and calculations for comparison of day, week to date, month to date, quarter to date and year to date of current year and prior year
I am building a dashboard that includes reports for comparison of today and week to date (on a like-for-like basis), and month to date, quarter to date and year to date (same date basis) between current and prior years, and forecast for the current year.
How to make separate ledgers for GST (different types). Based in India
Hello Everyone, I am trying to configure GST for a small business and I am not able to create separate ledgers for the different types of GST. In the reports all of it is mentioned under one heading which is not allowed. How do I make sure that the different
ERROR: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
I can add new user for mail, i received message error about; This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Try creating user name; instagram@eficaztecnologia.com.br
Rules not executing and sending error messages
We have been using ZoHo Teambox for just over 6 months and recently our team members have been getting the following error messages when sending emails, "Sorry you do no have access for this action" or "Entity does not exist". Then we noticed that the
Hiding / removing Currency field from Layout
Hello, I'm working on the LEAD standard layout of Zoho CRM. I like to have it as minimal as possible for our team. I could remove most of the field, but Currency is not possible. As lead, I don't quite understansd the necessity to have Currency as mandatory.
Tip #68- Exploring technician console: Remote Audio- 'Insider Insights'
Hello Zoho Assist Community! Imagine being in the middle of a remote support session for a media production studio. The editor reports that their audio mixing software is behaving strangely, exported files sound distorted, and a persistent error tone
Copy all reports in a folder
I currently have a database that I need to create multiple charts filtered by market. All of the charts are identical, I just change to of the filters and then I have the next market's set of charts. The only way I've been able to copy charts (reports)
Bin Tracking with eBay integration
When trying to setup bin tracking on items that are linked to eBay listings using the built-in Zoho eBay integration, I keep getting this error: "Storage Tracking cannot be enabled for items that are manually fulfiled or for serial/batch items tracked
ID:2406331
Hello, I have sent the form (ID:2406331) but no answer after two days. This is a paid subscription, I am not allowed to use the eighth paid slot of 50GB email space anymore, only 7 are being used. Is anyone going to help me please so I can use the eighth
SEO on my site sucks
Hi! I've had my bio site up for about 2 years. When you type in my info on google, my page doesn't show up till midway down the second page of google. Every other page that shows up has a minor mention of my name and are mostly other local, small pages like mine. Something is seriously wrong with the SEO. Any help?
The difference between Zoho Marketing Automation and Zoho Campaigns
Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?
Share Edit while in Workflow
There are times that while a writer document is in the middle of a workflow the user that's responsible for that stage of the workflow needs to bring in other people to work on the document. Currently there is no way for the user to be able to allow other's
One-click “Open in VS Code” from Zoho Tasks/Bugs with automatic branch checkout
Hi Zoho Projects Team, I am submitting a feature request to enhance the development workflow within Zoho Projects, specifically the ability to open a Task or Bug directly in VS Code and automatically check out the related branch, similar to capabilities
Merge tag didn't work in the campaign sent to test email list
Hello, I just sent out a campaign to my list of test emails (including my personal one). The merge tag that's supposed to put a first name of the contact $[UD:FIRST_NAME||]$ didn't work. Where the first name of the contact should be displayed there's
Add Camera Background Blur During Recording
Hi Zoho WorkDrive Team, Hope everything is well. We would like to request an enhancement to the video recording feature in Zoho WorkDrive. Currently, the camera preview displayed during a recording does not support background blur. This is an essential
How to map fields from Zoho Recruit to Zoho People
I've got these fields from my Job Offer that I'm trying to map to the Work information fields in Zoho People, but they arent showing up. For example, how do I get the department name field (in the job post) to map to the work information field in Zoho
How to see Tickets that require a response
When an agent checks his work he should be able to see a list of tickets that he has to reply to. Currently he can only see if the ticket is closed or open. However the ticket might be open but we are waiting for the customers reply, so there is nothing
[Free webinar] Integrations in Zoho Creator - Creator Tech Connect
Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,
Agents permission per department
Hi Team, can I setup permission for each agent what they can do in each department, for example I want account department agents to only have view access to support department tickets and not allowed to assign or reply to clients. I am sure this would
Ask the Experts - Live Q&A webinar
Hello Community, We’re excited to host our very first Ask the Experts session! Join us on 7 April 2026 from 11 a.m. to 12 p.m. (IST) for this live webinar Q&A session, where you will have an opportunity to connect directly with our product experts, gain
Prevent Automatic Milestone Inheritance for Newly Created Task Lists
Hello Zoho Projects Team, We hope you are doing well. We would like to request an enhancement regarding how new task lists inherit Milestone association in Zoho Projects. Current Behavior: At the moment, when a new task list is created below an existing
Can we have Backorder Management ?
Can we have Backorder Management ?
ISO 3166-2 Compliant Country and Regions
Zoho should consider implementing ISO 3166-2 standards for countries and regions in address dropdowns. It adds a lot of noise in the data when items added programmatically conform to ISO 3166-2 (e.g., TX for Texas, CA for Canada, etc.), but the few items
Tax on Imported goods charged by Shipping Company
Hi Folks, I imported goods from outside Canada, for better understanding I will give an example data. imported goods value: 2000$ The shipping company sent me an invoice containing the following information: Custom duty on imported goods: 400$ Administration
Invoice Import Error: "Either Tax or Tax Exemption Reason is required" - Recurring Across All Attempts
Issue Description: I'm experiencing a critical issue with invoice imports in Zoho Books. Every import attempt fails with the same error message, regardless of the tax data provided: Either Tax or Tax Exemption Reason is required. This error is blocking
Amazon FBA integration - Handle invoice reconciliation under different GSTINs,
Dear Zoho Community, Thank you for the clarification regarding the Amazon FBA integration, default warehouse, and GSTIN mapping in Zoho Inventory. I understand that Zoho currently supports only one warehouse for Amazon FBA, and that all FBA orders are
Zoho Sheet for Desktop
Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
Limitation in Using Images or Icons within Dropdown Options in Zoho Survey
Zoho Survey does not support the inclusion of images or icons within dropdown (select box) options. Dropdown question types are limited to text-only choices, which restricts the ability to present visually rich options such as product images or icons.
What's New in Zoho Invoice | January – March 2026
Hello everyone! We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from January to March 2026. Here's what's new this quarter: Compact Bilingual Template [GCC Editions] Tax Calculation on MRP for Tobacco Products [India
can change deal colors in bigin?
can be super useful if we can change colors deals process any way to do it?
Zoho One - White Label
Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature
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