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Zoho CRM and Desk sandboxes for testing native integration
Hello team, We are evaluating the native integration between Zoho CRM and Zoho Desk, We have sandbox instances of both products and want to test the integration there, without any effect on our production CRM or production Desk data. While setting up
Function #24: Automatically display deal name from Zoho CRM on quotes in Zoho Books
Deals allow businesses to organize and visualize their sales pipeline. This provides a clear overview of all potential opportunities and helps in making informed decisions. Zoho CRM empowers you to create deals or potentials for your clients and monitor
Auto-Sync Field of Lookup Values When Parent Record Changes
Hi Zoho Team, Currently, when you use a "Field of Lookup" in Zoho CRM, the value is captured as a snapshot at the time the lookup is set. If the parent record is later updated, the Field of Lookup value on the child record does NOT update and stays stale.
[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
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,
Mois de la sensibilisation à la cybersécurité 2026 : faites de la sécurité un réflexe avec Zoho
Imaginez : vos systèmes informatiques répondent aux normes de sécurité en vigueur et votre entreprise est assurée contre les cyberattaques. Pourtant, un matin, tout bascule. Vos données sont chiffrées et un message glaçant s’affiche à l’écran : « Si vous
Specifying time increments on a Date/Time field
Hi all, Im using a Date/Time field in my CRM module. At the moment the increments are 30 minutes. How can I change these to be 15 minutes? Thanks
What's new in Zoho Workplace | August 2026
Hello Zoho Workplace community! Here's a roundup of all the new features and announcements that went live across Zoho Workplace applications in August. Zoho Mail Zoho Mail is now available in AWS Marketplace! AWS Marketplace users can access and subscribe
What's new in Zoho Social - Q3 recap
Hello everyone, We've rolled out a bunch of exciting updates in Q3, and we're thrilled to walk you through them. Here's a quick look at everything we released in July, August, and September to help you experiment with content, automate engagement workflows,
Zoho Books | Product updates | October 2026
Hello users, October brings a range of new features and enhancements to Zoho Books, designed to simplify compliance, streamline accounting workflows, and improve inventory management. From the launch of the Nigeria Edition and France’s e-invoicing capabilities
The Social Wall: September 2026
Hello everyone! This month, we’re bringing Snapchat to Zoho Social. You can now connect your Snapchat account and manage your content alongside your other social channels. Whether you want to reach a wider audience through Spotlights or share quick updates
Turning off the recorded welcome in Zoho Webinar
Is there a way to turn off the recorded voice that comes up at the beginning of every webinar session? It devalues the experience for attendees from feedback, interrupting their connection with our brand and delaying webinar start unnecessarily.
Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team
Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,
Zoho Recruit mailserver get blocked by Microsoft!
Hi, We have experienced this issue twice now, where Zoho Recruit outbound IP addresses are being blocked by Microsoft. We are confident that Microsoft is the blocking party, as all outbound emails to candidates with @hotmail.com, @live.com, and @outlook.com
Owner's Draw
Example: I have a charge account at ABC Company. During the month I charge one $50 item for my business. I also pick up a $20 item for personal use. At the end of the month, I receive a statement with a balance due of $70 and I want to PAY THE ENTIRE
Months of WooCommerce–Zoho Inventory sync failures and repeated support requests – has anyone experienced this?
Months of WooCommerce–Zoho Inventory sync failures and repeated support requests – has anyone experienced this? I run a small retail business using WooCommerce and Zoho One. For months, I have been trying to resolve recurring synchronisation failures
View Cannot Use UPC as Criteria
When creating a new custom view, the UPC field is not available as a criterion for the view. This seems strange, because both ISBN and EAN are available in the dropdown. Because of this, I feel like the situation is possibly an oversight rather than by
What are the best practices for managing tax records and financial information for a small business?
I’m interested in learning how other small business owners and accounting professionals organize their financial records and prepare for tax filing. With bookkeeping, expense tracking, income records, and tax documents all needing to stay accurate, having
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,
not able to convert pdf to jpg and other forms and vice versa.
i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.
How Can I Collect Payments for Credit Sales Directly from Zoho POS Billing App?
We are currently testing Zoho POS for a retail business and have encountered an issue with collecting payments on outstanding invoices from customers who purchase on credit. When we process a Credit Sale, Zoho POS correctly creates an Unpaid Invoice.
Indeed has retired Organic (Free) job posting support for Staffing Agency edition users
Dear Zoho Recruit Users, Due to a policy change by Indeed, Organic Job Posting support for staffing agencies is no longer be available in all regions, except Japan. Keep in mind that Corporate HR edition accounts will not be impacted by this change in
Changing an existing item to different accounts & inventory-tracked
Hi everyone, I have an item in Zoho Books that was originally set up as a non-inventory item. Over time, I associated it with different sales and purchase accounts, and I now have many invoices, bills, and reports that use this item. My business process
Lookups and Custom Modules
I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationship
Why is it so hard to get a fiscal YTD P&L report in Zoho Books?
Yes I know that it could be done in Zoho Analytics, but I would have expected this default report view to be easily accessible in the list of Books accounting reports. Just like any other basic accounting system, I'm looking for monthly columns of the
Button or Links order
Is there a way to re-order the buttons or links that are created? Moderation Update: With our recent enhancement to custom button creation from the layout editor, administrators can now reorder custom buttons directly from the layout editor, and this
Grok Bot integrations ASAP
Grok Bot integration is critical. Please hurry. Zoho Books, CRM, all of it needed right away.
Bulk updating tags
My organisation handles a number of restricted funds. We previously did this by having a chart of accounts where each restricted fund has its own income and expense accounts. However, our accountant changed this, moving all transactions into accounts
Zoho Writer Label Template Merge/Print Via API/Webhook/Flow
Short version of goal: To be able to kick off a Zoho Writer Label Template Document via API or Webhook or even using Zoho Flow. As of right now I have been unable to figure out a way to do that. Long version of goal: We would like to press a button (run
Generate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
Kaizen #263: Using Zoho CRM Skill to Build Widgets
Hello everyone! Welcome back to another exciting Kaizen post. In the previous Kaizen posts, we introduced the zoho-crm skill.md and explored how it can help with Zoho CRM APIs, Client Scripts, complex COQL queries, and Skill to build Queries. In this
Extracting/automating sign link
Is there a way to copy the sign link to a specific recipient? And also, is it possible to automate the sending of the link to myself or external automation tools? In more details: It can sometimes happen that the recipient email is spelled wrong/unavailable
Zoho notebook No login
Hello Team, I recently downloaded and installed the latest version of zoho notebook for windows. But I am not able to login without providing any sso or email address. Did you removed the no login feature for this app? This is just a windows app. can
Search is completely broken for PC
I go to note, try to search for "mtga" and it shows 702 results (it's a big note), highlights all letters "m" and I can't find anything. Same for "gathering" - it thinkgs I think only for "g". Looking for "zoho" shows as if I searched only for "z". Using
Behind a great customer experience is a team
Hi everyone, October is here, and the first week marks the Customer service week. Each year, we thank our customer service professionals. Service professionals are all around us, even in our own workplaces: They handle essential administrative work like
What's New - August and September 2026 | Zoho Backstage
Hello everyone, August and September bring a fresh wave of intelligence to Zoho Backstage. AI takes the spotlight with tools that help you create content, support attendees, and manage how AI fits into your events. Alongside AI, we’ve refined email communication,
Images Not Displaying Properly in Zoho Desk
Hi, We are experiencing an issue with image rendering in Zoho Desk, affecting both incoming and outgoing emails. Images embedded in email conversations are not displaying properly. Instead, we see broken image icons or empty placeholders where the images
Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!
We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode
Zoho Projects - Has something changed regarding to linking Projects and Deals via the API?
I am trying to link Zoho Projects to Deals in CRM using the API, but each time, the Deal Contact is added as a Client user and receives an email invite asking them to join the organisation. These are internal projects and the customer should not have
How long does it take to review campaigns?
Hello Zoho, i scheduled my campaigns yesterday afternoon and it has been under review for over how many hours and those campaigns were supposed to be out yesterday so new ones can go out today. Is there something i'm doing wrong?
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