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:
E-Invoicing Automation
Do you have an API endpoint for pushing the invoice through the e-tims for Kenya
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.
Backorder process review - Automating Removal of Sales Order from "On Hold" When PO is Received
Hello Zoho Inventory Team, Currently, sales orders in On Hold status are released only when the bill for the purchase order is created. In our workflow, it would be much more efficient if the sales order could automatically move out of On Hold as soon
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
Introducing the Zoho Books/Invoice Integration
Recruitment doesn’t end with a successful hire. That’s usually when billing begins, and for most teams, that still means switching systems, re-entering data, and manually aligning numbers. This disconnect between hiring and billing often leads to delays,
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,
Manage WhatsApp conversations across Zoho services using one phone number
If your teams use multiple Zoho services to handle different business functions, such as support, sales, or other Zoho tools, you might have asked this question: Can we manage all WhatsApp conversations using the same business phone number across these
Tickets without registration
Hi, would it be possible to give customers the opportunity to be able to read their tickets without registration?
Handling Hard Bounce Contacts with Active Phone-Based Users (WhatsApp Use Case)
In Zoho Marketing Automation, when a contact is marked as “Hard Bounce”, we noticed that the contact stops receiving updates from CRM fields and may be excluded from automations. Is this expected behavior? In our case, the primary identifier and verified
Enhancing user experience with Audio/Video Upload in Zoho Forms
Hello form builders! Today, interactive forms are an integral part of websites and applications. While text-based inputs serve a variety of purposes, audio and video uploads can open up a world of possibilities for businesses. Imagine you are a talent
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
New Income Tax Act 2025 and Rules 2026 for India (Effective 1 April 2026)
Hello everyone, The Income Tax Act 2025 came into effect from 1 April 2026. This new law replaces the old Income Tax Act of 1961. Along with the new Act, the Income Tax Rules 2026 have also been released by the government. These updates bring practical
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
Profit / margins on Sales orders / Invoices / Estimates
When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rate
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.
Quickbooks API with Zoho Analytics (Profit and Loss Report)
Hi There! We're currently using Quickbooks Advanced Analytics to create reports. I'm wondering if there's a way for us to use Quickbooks' API so we can grab our Profit & Loss report directly instead of creating the report in Zoho Analytics. We have journal entries that makes it difficult to identify if they are credit or debit with Zoho Analytics. I'm wondering if any user here has experienced the same issue and found a workaround or a way to display the report. Any suggestion you may have is greatly
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
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
Lead import only imported 15 records
I have an 82k .CSV file with over 500 records. I imported leads and only got 15 records. I tried it again and got the same 15 records. I'm on the free account.
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） ・8/7 福岡（調整中） ・11/19 大阪（APイノゲート大阪） ・11/20 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
View Products (items) in Contact and Company
Hi, I would like to know if there is an option to view all the products /(items) that were inserted in the pipeline deal stage for exemple "Win Pipeline" within the company and contacts module section? For instance, view with the option filter for the
Inventory "Bulk Actions" button - add more fields to "Bulk Update > Select a field"
Can we not get a lot more actions that are commonly used by customers into the "More Actions" button on the Inventory list? More fields listed in the Bulk Update > Select A Field? Possible Bulk update Fields Preferred Supplier ( to quickly move items
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
Why does only the first itemized description appear in reports?
I've noticed when I itemize an expense and there are several lines, only the first itemized line description appears in reporting. So for example, let's say I have a $525 expense that comes in on my bank account where I bought a $25 keyboard and a $500
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
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