Is anyone else experiencing downtime on Desk?
Desk is slow/crashing and not stable the last couple of hours. Is anyone else experiencing the same issues?
Push Notification for New Bookings in Zoho Bookings App
when a someone schedules an appointment through the booking page, is there any option to receive a push notification in the mobile app?
Add Native GitHub Pull Request Creation & Management from Tasks/Bugs
Hi Zoho Projects Team, I am submitting a feature request to enhance our development lifecycle by enabling native GitHub Pull Request (PR) creation and management directly within Zoho Projects. The Current Limitation: Currently, the GitHub integration
Zoho Projects API requests limit question
Hello, Regarding the API request limit of 100 requests per 2 minutes, I have implemented a control mechanism which, if the limit is reached, will wait the required amount of time before sending new requests. However, this mechanism seems to be failing,
What is the esacalation email for Zoho Support/ Zoho One/ Zoho Workplace ?
Hello, My business has been stalled due to Zoho duplicating workdrive with switching on zoho one trial. There are two workdrives - one with my files mapped to workplace and one empty mapped to zoho one.-- integrationg programs are super consfused and
How to show Assemblies AND component items in a report
Hi Is there any way in Analytics to create a report that shows the Composite Item AND the Component Items with mapped quantity? It seems that the component item is not exposed in any table that I can find. Also, the same question but for Stock on Hand.....this
How can I use the API to add a drop-shipping address to a sales order for one-time use?
I need to be able to add a drop-shipping address for one-time use to a sales order via the API. Adding every such address to the contact (customer), then feeding the shippingaddress_id into the sales order, is not an acceptable approach; we have some
Mass Update Option for Changing Work Order Owner
Hello FSM Team/Mr. Abid, We would like to inquire if there is an option to mass update or bulk change the Owner of Work Orders in Zoho FSM. Current Situation: At the moment, the Owner of a Work Order can only be changed individually, which becomes time-consuming
Make and receive calls from Bigin's Android app
Hello everyone! We're happy to announce that Bigin's Android app (version 2.0.0) now supports built-in telephony, RingCentral, and Zoho Voice, all of which enable users to make and receive calls from the Bigin app. You can only configure the telephony
Account Watchlist: Order of accounts in the watchlist
Is there a way we can sort the order in which accounts are shown in the accounts watchlist in Zoho Books dashboard?
GST composition scheme dealer - treatment for client expenses reimbursement
Hello, I am new to GST and need your help. I am registered as a composition dealer and attract 6% gst charges. In bill of supply, there are also expenses done on behalf of client for which I seek reimbursement AT ACTUAL with NO MARKUP. As I understand,
Zoho Books: tax is not automatically pulled from product-data anymore - why?
Hi, until a short time ago, you could set a default taxrate for each product/item. This taxrate automatically appeared each time the item was chosen in an invoice or quote. Why does this not work anymore? The field is still there at the product record,
Kaizen #237 - Zoho CRM APIs: GraphQL & COQL- When to use which?
Hello everyone, Welcome to another week of Kaizen. This Kaizen post discusses Zoho CRM GraphQL APIs and COQL APIs and is meant to be a decision guide on selecting between them. It aims to help developers to choose the most efficient approach in different
Deluge Update Function
I am struggling to get this function to work no matter what changes I make - this is the constant error (my code is 30 lines long): Data type of the argument of the function 'get' did not match the required data type of '[BIGINT]'at lineNumber 31 I am
Option to Convert Request to a Specific Work Order (Parent WO Linking)
Hello FSM Team/Mr. Abid, We would like to inquire if it is possible to convert a Request into a specific existing Work Order (as a child or linked Work Order) instead of always creating a new one. Context: An inspection/emergency Work Order is completed
Automation of CRM Items to FSM Work Order (Parts Section)
Hello FSM Team, We would like to inquire about the possibility of automating the transfer of item details from CRM to FSM Work Orders (Parts section), specifically for LPO WO Job type. Currently, in CRM, we have detailed item information including: 1.
Creating a stakeholder register for a Project
Should we connect and/or associate Projects to Contacts to build a stakeholder register? If a Contact is associated to more than one Project and has different roles across the Projects, what is the best way to parse this information?
Allow Zia Agents using Zoho One Account
When I went to try Zia Agents, it forced the creation of a new, separate account. This seems counter-intuitive to me. I don't want to manage a separate account. Plus, aren't Zoho One users the ones most likely to adopt Zia Agents most quickly? It seems
Adding Custom Status Options in Work Order Action Menu
Hello FSM Team, We would like to inquire if it is possible to add more custom options in the Work Order action/status dropdown (e.g., Cancel, Terminate, Non-Billable, Void, etc.). Currently, the available options are limited, and we are unable to customize
商談の特定ステージ選択時に、集計項目の入力を必須化したい
こんにちは。Zoho CRMの商談管理で以下を実現したいです。レイアウトルールでは、集計項目を条件に選択できず実現できておりません。よい方法があればご教示いただけると嬉しいです。 ■やりたいこと 商談で特定のステージに変更する場合に、特定の集計項目（同じ商談データ内の項目。以降、集計項目Aとする）を入力必須化したい。 ■概要、状況 ・集計項目Aは、別のオブジェクトで、商談に関連する月ごとの売上を集計している数値項目 ・見積を顧客に提示した際に、集計項目Aに見積金額と一致するようにデータ登録する運用をしている
How do I change the account bank charges are charged to?
I want bank charges charged to my Credit Card Fees account. Is there a way to do this?
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
Set Mandatory Lookup Fields in Ticket Layout
I added a custom module called 'Site' in the desk. I also added a lookup field 'Site' in the ticket layout. Now, I want the 'Site' field to be mandatory in the blueprint transition. How can I do that?
Properly Capture Dropdowns & Hover Elements When Recording a Window/Tab
Hi Zoho WorkDrive Team, Hope you are doing great. We encountered a limitation when recording a selected window or browser tab: Certain UI elements, such as dropdown lists, hover menus, and overlays, are not captured unless we record the entire screen.
Followed Tickets view
Hello, following a ticket makes no sense at all / offers no additional value.... Of course I can install and use the add-on My Followed Tickets for Zoho Desk, but what does it do for me? Not much! It cannot be used across departments! The range of functions
Make Module Name In CRM 4 Everyone A link To List View.
I've been using the new UI for a little while now and I have what I think is a simple suggestion that would add speed and ease to the UI At the top of the detail page for a module entry you show the module name as shown in the screenshot - if that could
Can Zoho CRM Emails be used in Zoho Analytics in any capacity?
We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than just
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
**Building Role-Appropriate Accountability Layers in Zoho Projects - Looking for Real-World Experience**
We're a small ISP/telecom operator on Zoho One and I'm trying to solve what I think is a common organizational problem. Would love to hear from others who've tackled it. **The Core Problem** Staff will only consistently use a project management system
Zoho Social API for generating draft posts from a third-party app ?
Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.
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
Dropshipping Address - Does Not Show on Invoice Correctly
When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being
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
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