Recent Topics
Shared Mailbox in iOS app
Hi, On the desktop I am using a Shared mailbox for our company's general mailbox that somebody else should be able to view. In the iOS app however I can't find it? Old sources on the internet says this isn't possible but that can't be right? Somebody
Issues with Zoho Insights and email template web links
Is anyone else out there having the same issue we're experiencing? When we send out an email template, Zoho insights is converting the URLs from the URL we insert in to the template in to one of the form https://mailer1.zohoinsights.com/ocgeturl/2d6f.327230a?l=0ed7f050-5b31-11eb-a1a...
UCP: Why We Killed the Multi-Portal Mess and Simplified Customer Self-Service
Let's talk about the multi-portal mess nobody wants to admit that it exists. Your customer needs an invoice from one app, wants a ticket update from another, and has a project waiting in a third, each behind its own login, its own UI, its own "was it
Object-level edit permissions
Hi, we are currently running into a limitation with permissions inside larger workspaces. Our use case is a central Analytics workspace that contains many tables, Query Tables, reports and dashboards used by different teams. We would like to allow certain
inventory removal at packing list or shipment.
currently our system is set to remove inventory at invoice. This is creating an inventory nightmare? Is it possible to change the settings to remove the item from inventory at either the packing slip stage or shipping the item.
Item description is not displayed
I added the item description while importing the new item through the bulk item Excel sheet, and the import was completed successfully. However, I cannot see the description in the item details under Inventory. Could anyone please advise how to make the
Shared inbox unable to see replies
Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replying
Record Payment - Auto Populate Amount as payments are selected
When recording payments you have the option of clicking on "Pay in Full" next to the bill which automatically adds the total at the bottom of the page next to "Amount used for payments" but this should also auto populate / update the total at the top
Can't set conditional layout rule on lookup field in Zoho CRM
Namaskaram Zoho CRM team, Usually any fields of module except mandatory fields can be hide using conditional layout rules. But that can't be set on lookup fields event that is not a mandatory fields. Many users are in need of that. Crafted with ❤️ Zoho
[Request] Pivot filter date option : from set date to relative value ie from 01Jan to LastMonth
I don't think I can currently do this... but it's worth asking if it's possible. My use case is concerning annual leave which is calculated from the beginning of the calendar year (01Jan) then each month I want to have details of leave taken etc... In
Need to be able to apply layout rules to 'Multi Pick List'
Currently, we are unable to apply layout rules to fields that are 'Multi Pick List'. This means we have to instead use checkbox fields, but they are inefficient. For example, we use the Multi Pick List to list our products. However, we're unable to apply
My "trigger" panel disappear from my workflow ...
Hello, I want to add a trigger to an email sequence, but the "trigger" panel has disappeared when I want to modify ...I used a predefined template to create this sequence, is that because of that? Thank you. I have attached a screenshot to you
Workflow Automation Not Triggering
My Zoho CRM workflow sometimes doesn’t trigger when a record is updated, even though the workflow criteria appear to be met. What should I check to find out why the workflow is being skipped?
Zoho Sheet as KB Document
It would be nice if Zia Agents could take Zoho Sheets as part of the knowledge base. The use case here is that it's infinitely easier for humans to maintain a spreadsheet table than any .md / TAML / JSON document. For situations where humans are responsible
Ask the Experts: Five-hour live Q&A session with Zoho WorkDrive product experts
Have questions about WorkDrive 5.0? Let’s talk! We recently launched Zoho WorkDrive 5.0, packed with powerful updates to help your team work smarter, stay secure, and get more value from your business content. From content-centric workflows and AI-powered
Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
Zoho Community Digest - September 2026 | Part 3
Hi everyone, and welcome back! Zoho CRM launches PRM for partner management, Bigin builds this year's Apple AI updates into the app, and Snapchat is now a connected channel in Zoho Social. There are also three notices worth reading, including WhatsApp
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
Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
Ability to filter services and parts based on a field in the Work Order
Hell FSM team, We have a customer with 2 value streams using Zoho FSM. Each value stream uses different products, at different price point. Currently, all of the products are accessible when creating a work order and modifying a service appointment, which
SubTotaks for Item Headers in Estimates
Hi, Apparently, one can add Item Headers in Estimates in Zoho Books. Is this feature like an Estimate section with a SubTotals for each Item Header/Section? Or is the Item Header just a Title and cannot be SubTotalized? Thank You
Sync of products and orders between Zoho Inventory, Zoho Books and Shopify
Good Day I migrated from QuickBooks to Zoho Books and Zoho Inventory at the beginning of this year. The migration team assisted with importing my data, but I am currently experiencing multiple issues affecting syncing between Shopify and Zoho. 1. SKU
Best practices for importing phone numbers
I've recently found a problem with my phone provider, integrated with Zoho CRM, where a phone number that starts with 00 instead of + won't work. The problem has no solution: they tell me to replace all 00 with + I've always preferred using 00 instead
Copy + Paste in Notes: Text color and text background are not retained
I've recently started using Zoho Notebook as an Evernote replacement. When copying and pasting text within Zoho Notes, I notice that the formatting of the text (text color and background color) is not retained when pasting. Only the attributes "Bold"
Add Comprehensive Accessibility Features to Zoho Writer
Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current
MAKING ENTRY TIME MORE USER FRIENDLY AND FASTER O PREVENT TAB TIME
I AM CURIOUS TO KNOW IF WE CAN MAKE IT MORE USER FRIENDLY WHILE MAKING BILLS , I MAJORLY USE OVER DESKTOP SO I AM SUGGESTING TO REMOVE TAB TIME WHILE ENTERING BILL OR MAKING INVOICE DIRECT JUMP TO ONLY REGULAR PARTS OF THE BILL . YOURS RAKESH 782866
Shopify B2B Integration: Option to Match Customers by Company Name
It would be great if the Shopify integration could include Company Name as a customer matching option. At the moment customers can only be matched by: Email Name Email and Name Phone For businesses using Shopify B2B, the company is often the customer
Free Methods to Convert PST to MBOX on Mac & Windows
Converting PST files to MBOX is often needed when moving Outlook mailbox data to email clients such as Thunderbird, Apple Mail, or other MBOX-supported applications. The process can be different on Windows and macOS, and free methods may involve several
Print checks for owner's draw
Hi. Can I use Zoho check printing for draws to Owner's Equity? This may be a specific case of the missing Pay expenses via Check feature. If it's not available, are there plans to add this feature?
Deliver exceptional customer experience with Field Service Management in Zoho Service Plus
The advent of automation and personalization in the AI era has raised customer expectations exponentially for faster resolution of issues with less tolerance to friction in the process. Fast, accurate, and intelligent service that understands customer
Zoho Extensions 101: Building extensions for Zoho People
Hello developers! Welcome to our new video series on building extensions for Zoho People! If you're new to extension development or looking for guidance on building extensions for Zoho People, you're in the right place. We've curated a series of videos
Build A Happier Workforce With Zoho People
The success of an organization depends on its people. Therefore, a comprehensive and cloud-based HRMS software is an integral part of the IT ecosystem for the business. With a wide number of key modules to define the structure of an organization, manage
Project Change Orders and Additions
We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out
Support Recording Payments in a Different Currency Than the Invoice Currency
We would like to request the implementation of a feature that allows users to record customer payments in a currency different from the currency of the original invoice. Current Limitation in Zoho Books Currently, if an invoice is issued in USD, Zoho
Customer Statement Showing Incorrect Negative Balance Due to Unused Advance
Dear Zoho Support Team, We are facing an issue with the Customer Statement in Zoho Invoice related to customer advances/mobilization advances. The issue is that when a customer has made an advance payment that has not yet been fully utilized against invoices,
【10/15・残席わずか】Zoho Championに学ぶ!Zoho Campaigns メール配信の基礎・活用勉強会
皆さま、こんにちは。ゾーホージャパンの中野です。 10月15日(木)、Zoho コミュニティ初となる「Zoho Campaigns メール配信の基礎・活用勉強会」をオンラインで開催します! 今回の登壇者は、Zoho の導入・活用支援に豊富な経験を持つZoho Champion の岡安 裕一さんです。 「一斉配信はできるけれど、現在の設定や運用が正しいか自信がない」 「Zoho CRMとZoho Campaignsのどちらから配信すればよいか分からない」 「リストとセグメントの違いや、配信停止の扱いを整理したい」
WorkDrive API: allow the modification time to be set when updating an existing file (x-last-modified-date is honoured on create, ignored on update)
Hi, I contribute to the Zoho WorkDrive backend of rclone, the open-source sync/copy tool. I would like to raise one specific, narrow API gap that currently makes reliable syncing to WorkDrive impossible, and ask whether it can be addressed. What already
WhatsApp Coexistence
Hello, please implement WhatsApp Coexistence, we need to track staff whatsapp chats on their PC and they need to be able to use WhatsApp on their mobile in around the office and warehouse, as we video call customers and send them product pictures. Thank
Kiosk / CRM Timezone Oddity
I grant you this is much easier to see than to explain, and snapshots here won't help much and I don't want to snapshot my record anyway in a forum, so bear with me... Effectively... As there had been discussions on times coming through in different timezones
Restricted Account - "This user is not allowed to add in Zoho" - citbinvestment.com.
Hi Zoho Support Team, I am attempting to set up user mailboxes for my domain citbinvestment.com, but I am receiving the following error: "This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details." > My MX, SPF,
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