Set Custom Icon for Custom Modules in new Zoho CRM UI
Zoho RPA named a Leader in the 2026 RPA Technology Value Matrix by Nucleus Research
Zoho RPA has been named a Leader in the 2026 RPA Technology Value Matrix, published by Nucleus Research, one of the most respected technology research and advisory firms in the industry. This recognition places Zoho among a select group of vendors that
Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
Client Software Now Requires Computer Admin Password
Recently whenever a user tries to run ZohoAssist.exe so that I can remote into their computer, it requires them to put in the computer administrator password, meaning they can't connect to the remote session. Before, it would allow them to run the exe
Using Another Field Value for Workflow Field Update
I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but I would like the new value to actually be taken from a DIFFERENT Field's on the Lead record (vs just defining some static value..) Is this possible? Could I simply use
How can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
Please implement UAE Central Bank FX rates
Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways
matching vs categorizing credit card payment from bank account
I have a checking and a credit card in my Banking accounts. When there is a card payment (basically, a transfer from one to the other), does it make a difference which one I categorize first, then match with the other? I noticed when looking at the checking
SalesIQ browsing and attaching files directly from Zoho WorkDrive.
Hi Developer SalesIQ Team. I think It would be much easier if we could browse and send existing files from Zoho WorkDrive directly through the reply dialog. I checked the Integration menu, I don’t see Zoho WorkDrive listed there. I hope this feature can
Découvrez les fonctionnalités d’enregistrement IA de Zoho Webinar
Des enregistrements plus intelligents, des suivis plus simples Les nouvelles fonctionnalités d’enregistrement basées sur l’IA de Zoho Webinar facilitent l’exploitation de vos webinaires après leur diffusion. Grâce aux Résumés, Transcriptions, Chapitres
CNY not converting to PKR in P&L In reports.
Hello Zoho Support Team, I am writing to report a multi-currency reporting issue in Zoho Books that is causing my Profit & Loss report to display incorrect Cost of Goods Sold figures. ISSUE DESCRIPTION: I have vendors set up in CNY (Chinese Yuan) currency.
RouteIQ for Zoho FSM
Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning
Please remove IP from greylist
Currently, our mailserver 62.138.185.41 is greylisted by Zoho's mailserver. Please remove it from the greylist or tell me how to do it myself. And while you're at it, remove 49.12.112.150 as well. This will be our future mailserver. May 22 13:46:44 mailer
Print a price list or price book
Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more
Reply dialog is not in dark mode when embedded in the "Chat Tab" on Zoho Desk.
Reply dialog is not in dark mode when embedded in the Chat tab on Zoho Desk. When using SalesIQ from the “Chat” tab in Zoho Desk, the reply box shows up in white instead of dark mode. But when I open SalesIQ from salesiq.zoho.com, it works fine and the
Popup / Expand option not showing for Subform with less than 20 rows in Zoho Creator
Hi Folks, I am working on a project. Where there is a subform with around 15 Columns. In order to see other columns, we need to scroll to the right. We have a popup option for Subform, with which we can view the subform data in a popup view. But the issue
SalesIQ > Configure Allowed File Extensions for Chat Reply Attachments?
Hi SalesIQ reply: We would like to send .zip and .pdf files to customers. Is it possible to configure and allow specific file extensions? Attachments be shared directly from Zoho WorkDrive? Currently, the Share Attachment menu in SalesIQ Chat only allows
Having the possibility to filter by Caller ID & Dialled Number on Workflow - Calls module
When creating a Workflow in Zoho CRM related to the Calls module, we can't filter with some fields (like Caller_ID & Dialled_Number). So to perform any action based on these fields we need to do it with a custom function that will use more CPU usage and
Broken link for Bulk Schedule sample file.
Hi, The bulk schedule sample file link does not work: https://workdrive.zohoexternal.com/external/6OxchwD4grB-J8HFH Is there a new link somewhere or can someone share a sample file for me to work from please. Thanks, Pete
Create new records with field values of dropdown or checkbox in Workflow rules with record value (merge field support)
Hi, I am trying to insert a new record to Contacts module via Workflow rules. Value should be the field value in the Leads module. This works for string fields. But for checkbox or dropdown this option does not exist? You can only assign a fixed val
The PEPPOL Nightmare with Zoho Books
After much hesitation — as I have always defended Zoho products despite their imperfections — I have decided to post this review on this forum. Indeed, for more than 5 months, the numerous issues related to PEPPOL invoicing seem nowhere near being resolved,
Automation Series #6: Blueprint vs Workflow in Zoho Desk
This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused automations through real scenarios and business processes, so you can clearly
Use Zoho Billing's MCP Server to Catch, Recover, and Win Back At-Risk Subscriptions
MCP (Model Context Protocol) is a standard that lets AI access and act on your application's data through plain-language prompts. Zoho Billing's MCP Server connects your Zoho Billing data directly to AI like Claude and ChatGPT. You can easily get information
Marketing Tip #35: Drive seasonal sales with dedicated landing pages
Seasonal shopping has strong intent. When customers are looking for something specific, like Diwali gifts or summer essentials, a dedicated landing page helps them find relevant products faster and makes your promotions feel more curated. Instead of sending
Move Timesheet from one Task/Issue to another
Timesheets are used for tracking time logs of tasks, and issues. You can control the number of hours a user can log into timesheets. In Zoho Projects, you can move these timesheets from one task/issue to another. Consider a scenario where John is an employee
Updating Custom Field using Deluge Function Fails
I am using Zoho CRM and I want to create an automated custom Deal Number for every new Deal record. Business Requirement Whenever a new Deal is created in the Deals module, Zoho CRM should automatically populate a custom field called Deal Number. The
Android app Customization using SDK
Hello Everyone, I am trying to develop a custom mobile application using Zoho Creator's Android SDK. I am going through the sample application, which was developed using Java + Kotlin + XML . Is it possible to create using Kotlin and compose? Because
Creator Portal - Execute Deluge script on successful SSO Login
Is there an event that can be captured during the Portal SSO login process on the successful SSO login? I know I can create a Creator Portal user/adjust a user's permissions via Deluge but, is there an event that fires on successful SSO login that will
Stereo audio
L.S. Is stereo audio supported in Zoho Meetings? I would like to conduct music lessons with Meetings, but the audio needs to be good (if not great!) and stereo, and not too much compressed and such.
Zoho Desk Time Tracking and the Salary Privacy Issue
Hello colleagues, Just wondering if anyone did hit the same wall? In the Desk, when the agent-specific hourly rates are enabled (Zoho Desk → Setup → Time Tracking → Billing Preferences), these Time Entries are being displayed in the Ticket History tab.
Mass Update not trigger workflows
Hi, I have performed a mass update of all records in a custom module using a custom view. I have a dummy checkbox on my module that I turn on or off - hoping to trigger all the new workflows that have been created for that module. However, no workflows
New in WorkDrive: Personalize your file system with Labels
Data is the driving force behind every decision made by businesses today. We at WorkDrive know every employee needs reliable access to their information and be able to locate the data they need at the right time. Introducing Labels: organize your files in a way that's personal to you. While WorkDrive's Data Templates feature focuses on adding structure to your organization's data, Labels help your team members classify files based on their preference. The Labels created will appear only to the
WF On User Input of Field calling a function
As the Title implies, I have an Invoice form with a Lookup field called Car. When the user enters a value, I want to create a series of SubForm (charge) rows with data entries that depend on the Car form. I have a Function that describes how many lines
Creating an invoice to be paid in two installments?
Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their
Team folder not created when creating project using zoho flow
When I try to automate project creation using zoho flow, and I have enabled workdrive integration to automatically create team folders to attach to the project, this only works when I create a new project through the UI. But I am trying to automate project
Moving Project Task to other parent not possible
We are trying to move an existing Zoho Projects task to a different parent task via API. Example: Task ID: 289214000001385113 Current parent: 289214000001281044 New parent: 289214000001281045 We tested updating the task with: taskParam.put("parent_task_id",
Function #62: Display associated Quote on Invoice details screen
Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you to
#Pit Stop1: Configure Zoho Invoice
Over the last 7 posts, we covered the essential Zoho Invoice setup steps that help businesses to invoice more quickly from day one. It's time for a pit stop. Let's take a moment to recap everything we've covered so far in this section. This post provides
Invalid tax authority ID.
How do I correct this ?
Checkbox integration with Forms & Writer
I've created a form in Zoho Forms and the corresponding document in Writer and I've linked all the fields but I cannot get the checkboxes to link. What am I doing wrong or is there another way? If I tick the checkbox while filling in the form it does
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