IMPORTANT: It doesn´t search for letters with portuguese characters.
Some of my articles have for example the word "vídeo". But if I search for "vídeo" it doesn´t find them. If I search for "video" it does find them. Idealy, it should find the articles either way. But if I have to choose, it would be better to find the
How to hide Activity Side Panel
How do you hide the activity side panel? Clicking on the link and reviewing the activity does not remove it and it does not seem to timeout. I have any activity that have been listed there since January. Thank you.
Need a Universal Search Option in Zohobooks
Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks
Resubscribe with Zoho Campaigns
Hi, I am new to Zoho Campaigns and sent a campaign to a contact list with only my email address. I wanted to see what the footer links did, so clicked unsubscribe and now can't include my email address into any more campaigns. I don't have a sign up form on my website to resubscribe and can't find how to resubscribe anywhere else. Can you help?
Migration from Global edition of Books to German version
Has anyone successfully completed this migration? We are a Zoho One customer currently using the global edition of Books. Facing numerous issues concerning compliance on a regular basis. Does the German version of books provide a simplified way to export
Major journey crash and not loading. Zoho Marketing Automation
Hi all. Last night (19MAR, 2026) Marketing Automation for a specific journey completely crashed, and since the crash the specific journey has failed to load at all (blank journey canvas, no journey appears, no menu accessible) but other separate journey's
Izettle or Sumup Integration for Zoho Books.
The Stripe & Square clearing works great in Zoho Books. Any further integrations planned in the future for Izettle or Sumup? These card processors are very common for taking payments with a card reader.
Is anyone experience missing functions in the new UI until hard refresh?
The set of functions including search is almost always missing upon loading an app in the new UI. If you refresh, the functions return. (see second screenshot) Anyone else experiencing this?
Mail Search should allow grouping by conversation like Gmail.
Having switched from gmail I have found the search function hard to use. Mostly because mail is not grouped by conversation in search. If I search for a word when looking for a conversation had with someone then sometimes 10 emails will come up from the
Server-based Appication API access for Social, Sites, Flow, Pages.
Hello, I am trying to hook up API access for a number of apps and I have hit a wall trying to add these scopes to the API feed. We cannot find the correct way to list the scope for these Zoho apps; Social, Sites, Flow, Writer. Error on web-page comes
Zoho Landing Page "Something went wrong" Error
Hello, Every time I try to create a new landing page, I receive a "Something went wrong" error with no explanation. I cannot create any new pages, which means we cannot use this application. I did create one landing page successfully over a month ago,
Bank Feed shows redacted description numbers (xxxx)
Hi All, Is there any way to change this behaviour? Either Zoho or Yodlee is redacting important numbers from the transaction description, preventing us from being able to easily recognise and reconcile transactions. For example, a transaction with a description
Handling large product migrations in Zoho?
Hi everyone, How do you usually manage large product catalog migrations (10K+ SKUs) into Zoho One? Main concerns I’m thinking about: Avoiding downtime Preventing data loss Keeping supplier and product relationships intact Do you prefer bulk imports or
Preventing auto-redirect to Parent Record on Save...
Our users often create records from the related list on th left side of the screen. They click the blue "plus" button to create the record. This is handy, but for some modules, or situations, they would like to remain on the record AFTER clicking "Save",
Introducing Version-3 APIs - Explore New APIs & Enhancements
New Update - The end of life timeline for V2 APIs has now been extended to 31st December, 2026 Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better.
Correlated subqueries not supported in Zoho Analytics. This creates huge limitations
Running into a major limitation in Zoho Analytics: correlated subqueries simply don’t work, even in completely standard SQL patterns inside a JOIN. Example: LEFT JOIN "Bills" b
ON d."Id" = b."Deal ID"
AND EXISTS (
SELECT 1
FROM "Bill
Unknown table or alias 'A1'
I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement: SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers),
Feature announcement - Introducing recipient authentication via Didit in Zoho Sign
Hi everyone! Zoho Sign already integrates with trusted providers like IDology (US), eID Easy (EU), and Stripe Identity. Today, we're excited to add another powerful option: Didit. Some benefits of using Didit: Unified ID verification Streamlined eKYC
CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
Regarding the integration of Apollo.io with Zoho crm.
I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google
Message as bot
I would like to be able to send a Cliq message truly as a bot. the current implementation of this function, while it sends the message as a bot it sends that message inside a chat from the user how authenticated the flow cliq connection instead of directly
Using a custom single line External ID form as merge fields in templates
Hey everyone, We're looking to integrate a few external systems better with our Zoho CRM, and we had hoped to use external fields for this purpose. In this case, it would mean being able to use our own inoice system's invoice numbers are a direct id compatible
Build an approval management system with Custom Modules
Dear users, Task management is at the heart of project management. But not all tasks are created equal. You can have your tasks reviewed before any work begins, to improve transparency or stay within budget or as part of your process. Zoho Projects allows
CRM's sandbox now supports the Zoho Desk integration
Hello everyone, Sales and customer support teams often collaborate to solve tickets and identify pain points. In Zoho's suite of products, sales teams primarily use Zoho CRM while customer support teams work in Zoho Desk. These two tools are often integrated
Countries List Global Set- Complete with Phone Country Code and Continent.
Dear Zoho Team I saw your recent addition to the Global Sets regarding the Countries list and states. While working on it, why didn't you also add things like Continent and Phone Country Code? Also, some ISO codes from some Countries/regions are mis
Zoho Community Digest — Marzo 2026
¡Hola, comunidad! Un mes más os traemos las novedades más interesantes de Zoho para marzo de 2026, incluyendo actualizaciones de producto publicadas oficialmente, cambios de políticas y noticias del ecosistema. ¡Gracias por venir a los Workshops de Madrid!
Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines
Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File
Uplifted homepage experience
Editions: All editions. This feature is now available across all accounts in all DCs. Availability update: 17th February 2026: All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions) 23 February 2026: JP (All Editions) | AU,
【Zoho CRM】住所項目のアップデート：構造化された正確な住所入力を実現
ユーザーの皆さん、こんにちは。Zoho コミュニティグループの中野です。 今回は「Zoho CRM アップデート情報」の中から、住所項目に関するアップデートをご紹介します。 アップデートの概要 これまでの住所項目は、自由入力形式のテキスト欄が中心でした。 そのため、入力者によって書き方がバラバラになりやすく、データの検索やレポート集計が難しいという課題がありました。 今回追加された新しい住所項目では、住所を構造化されたフォーマットで管理できるようになりました。 以下の要素をそれぞれ個別の項目として分割して管理します。
Mirror Component in Zoho CRM: Access real-time related data without leaving your record
Hello Enterprise Support Community, We are excited to bring you an update in Zoho CRM—the Mirror Component, which delivers real-time related data directly to a record’s detail page. This keeps everything users need in one place, without having to navigate
Time Zones for Users
I've searched for this topic, but the only answers I see are from years back. We have users all over the country. is there a way for them to set their own time zone? This is important and should be a standard setting, but I do not see how to do it.
Showing the map along with mileage expense
When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associated
Notebook on Mac: Fuzzy fonts in list view
Hi, I am running Notebook on Mac OS 26. Generally it works fine, and the font display in the notes themselves is crisp. However, in the notes list (left of the open note) the font of the note titles as well as first lines is noticeable fuzzy. Attached
Zoho CRM Email Templates 100% Width No Background How?
Hi, On the Zoho CRM Email Templates in setup > customization > templates > new templates > I choose blank template, but still it puts in a gray background and a max width for the email. I just want to make an email that looks like an email I would send from gmail that has no background or max width. How do you do this?
ZOHO CRM Quote Export / Quote Report
How can I either Export my quote list, or create a Report that shows all quotes AND includes the NOTES field in a column. I attempted to Run a Report which includes ALL FIELDS, however it does not include the Notes Field (but oddly does include the fields
Adding a Mark Up
Can you use the discount column to be a mar up column on estimates and invoices?
Subscription Statuses - Dunning
How are other companies handling the scenario when customers don't pay and dunning takes over? Our issue is that in my situations, we want our customers to be able to catch up their late payments and continue their subscription after the dunning process
Logo Doesnt appear on email
Hi, 1. PROBLEM: mails sent to customer from zoho invoice ( Estimates and incoices etc.) Logo doesnt appaer on email. 2. SUGGESTION: there must be an option to select from google fonts if we want specific font to the pdf templates. thanks
How to see Statement Details Shown in Unclassified Transactions in All Transactions?
All, The list of Unclassified Transactions show the Statement Details and Descriptions. What is the method to see that column in the All Transactions list? -Thanks!
Non-Avalara Tax Automation wtih Zoho Books
We are paying a ridiculous amount for Avalara. Our team wants to make a change, but they're the only software fully integrated with Zoho. We also don't have the bandwidth to do this manually, so we do need some sort of automated software solution. We
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