Recent Topics
Reporting Tags as Mandatory Fields on Transactions for Enforced Cost Centre Tracking
Zoho Books has a Reporting Tags feature which is excellent for segmenting financial data by cost centre, department, region, or project. However, tags are entirely optional. There is no way to make a reporting tag mandatory on specific transaction types.
Enable Sorting by All Fields in Tasks and Issues (Not Just Limited Columns)
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding sorting capabilities in Tasks and Issues lists within Zoho Projects. Current Behavior: At the moment: In the Issues module, sorting is limited to
Automatically Populating Account Name in Desk from CRM
Good day, I have a field in Desk called Account Name which is linked to CRM. Whenever a contact name is added the account name looks up the account based on that name, if the contact name is empty then the Account Name field displays nothing, however
Aggregate & Analyze data using Summary field
Zoho Project's new custom field is designed to simplify how you track, analyze, and understand your project information. With smarter aggregation, the Summary field instantly calculates an aggregate values like sum, min, max, count, record count, unique
How to not display decimals
I need the get rid of the the decimals on deals, price, dashboard and everywhere.. See attached screenshot. Thank you
Zoho Practice Roadmap
Hi - interested to understand the roadmap for this product. I think a number of people are watching to see if this is receiving investment prior to exploring more - but it appears to be very quiet on the development front.
Integration Multiple WooCommerce Stores
Currently, Zoho Marketing Automation supports connecting only one WooCommerce store per account. For businesses managing multiple brands or stores, this creates operational challenges, as they are forced to maintain separate accounts for each store. Suggested
Email from CRM being Blocked or Marked as Spam by Google (and maybe more)
In the past 24 hours we’ve noticed that emails sent via Zoho CRM are being blocked or flagged as phishing, particularly by Google. The issue seems to occur specifically when emails contain links. URLs like www.domain.com or www.example.com are automatically
Mail Not Working
Hey. Our mail ID is not working. I’m able to send emails. But if there are any replies that come towards us, I can’t find anything in the inbox. How do I fix this?
Email adding to existing ticket
hello Is there some syntax i can add e.g. to the subject line / body of my email that when it reaches the Zoho portal will add the request to an existing ticket. e.g {123} Currently if i have an open ticket and a customer emails me direct, i then forward
Has anyone integrated Zoho with Go High Level (GHL)? Looking for guidance
Hi everyone, I’m exploring the possibility of integrating Zoho applications with Go High Level (GHL) and wanted to check if anyone in the community has experience with this. Specifically, I’m interested in understanding: Whether a direct integration is
Let us view and export the full price books data from CRM
I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for
How to use Picklist values language in email templates
Hello, I'm using multi-language in Zoho CRM and I've prepared separate email templates for each language. My question: how do I make sure the picklist field values in each template are rendered in the language that matches the template itself? This is
Enable Accessibility Features in Zoho Projects for Zoho One Users (Direct Access First)
Hi Zoho Projects Team, I hope you are doing well. I would like to submit a feature request regarding accessibility support in Zoho Projects, specifically in the context of Zoho One users. Current Limitation: Accessibility features (such as font controls
Kaizen #121 : Customize List Views using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is
Products in Email Template
I’m a little confused as to how to add the listed products, from within a specific deal, to an email template. I want to generate said email template when a deal reaches a specific stage and include the products that have been selected for the deal in
sync two zoho crm
Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.
Move a file from one File Upload Field to another
Hey All, Can anyone help me solve a problem i'm having where I move a document from one File Upload Field, and another. I figured it would be as simple as trying to change the File_ID on the 2nd File Field with the data from the 1st File Field, but it
Important update: Migrate to the new SalesIQ live chat widget before May 15, 2026
The old SalesIQ live chat widget will be deprecated on May 15, 2026. This is a final reminder to migrate to the new SalesIQ live chat widget before this date. After May 15, 2026, the old widget will no longer be maintained, which can lead to slower performance
Allow Font Size 11 in Editors...
That is basic functionality...
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
No possibility to make acknowledgement checkbox be not preselected and mandatory
There is functionality available to enable a checkbox for the acknowledgment of the user confirming that the lesson has been completely read and understood. Currently, it is pre-selected but not mandatory. This leads to learners simply ignoring it. The
Organization-Wide Announcement Banner Across All Zoho One Applications
Hi Zoho Team, We were happy to see the new Announcements feature in the Zoho Mail Admin Console. This is a great step toward improving internal communication within organizations. However, we would like to suggest expanding this capability to a Zoho One–level
On Duty Requests - Zoho People Data
Hello Team, We are currently using the On Duty Form to record Work From Home (WFH) requests in our organization. However, we are facing an issue where pending On Duty requests are not appearing in the Attendance Module. For example, if I submit On Duty
Customize Column in Projects - Default View for Template?
Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over. Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etc
ZOHO Desk attachments support
Hi I just setup MCP with claude, it works well, but it can't read attachments... which makes it kind of useless... Will you be adding attachment capabilities anytime soon?
A way to create kits (groups of items) that do not require bundling and are added to an order as the individual items
We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group of
Forwarding without verification
Hi, I use Tripit to keep track of all my business travel. I've recently moved over to Zoho and wanted to set up a forwarding rule to send various travel confirmation emails automatically to plans@tripit.com Obviously this is an email address I don't control,
Join Zoho Meeting only via Web browser and not with Zoho Meeting App
Dear Zoho team, according to the documentation [1], Zoho Meeting only offers web view for Chrome and Firefox on a desktop. For other browsers and devices, participants can only join a Zoho Meaning with the Zoho Meeting App installed. This is a big hurdle
DYK 3 - Day Break
Did You Know you can define different break hours within your work schedule in Zoho Projects? In an organization, most teams follow a standard work schedule with time set aside for lunch or short breaks. Without breaks added in, task durations get calculated
¿How to integrate Zoho Inventory to Zoho SalesIQ?
Is it possible to integrate Zoho Inventory with SalesIQ? I want to integrate it because I have a bot in Zoobot that uses a ChatGPT assistant. I need it to check the inventory of our items so it can determine whether or not our items are available.
utomatically apply landed costs (freight + customs duty) to purchase bills in Zoho Books
How can I automatically apply landed costs (freight + customs duty) to purchase bills in Zoho Books based on a percentage split across line items, and then sync the adjusted item cost back to Zoho Inventory for accurate COGS reporting?
Edit Active Workflows
Workflows are great and extremely powerful, however the inability to edit active workflows makes iterating on their functionality extremely difficult. It would be great to have the ability to edit workflows even while active. When this is done, It would
Announcing new features in Trident for Windows (v.1.40.7.0)
Hello Community! Trident for Windows just received an exciting update! We've made it easier than ever to bring your existing email history into Trident—so you can pick up right where you left. Let’s dive into what’s new! Import email files into Trident.
Annotate widget?
Is there something in creator or any zoho app that allows me to have an image markup field item in the form? I need to be able to complete a form that also allows the user to mark up a preloaded image. Other compay's call this an image markup field or
Can I hide empty Contact fields from view?
Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be
Version Control and Git Integration for Zoho Creator Applications
As Zoho Creator applications grow in complexity, managing code changes, tracking history, and collaborating across developers becomes increasingly difficult. Currently there is no native way to: Track what changed, when, and by whom across Deluge functions,
Real-Time Error Alerts and Monitoring Dashboard for Zoho Creator Apps
Hi Zoho Team, Currently, when something goes wrong in a Zoho Creator application, such as a failed workflow, a broken API call, or a Deluge error, the only way to find out is to manually check the logs. There are no proactive notifications. This is a
Custom "create meeting" button with more functionality than Zoho currently has?
I'm looking for a little help/direction in how to do this. Even just some general high level pointers on how this might be able to be done. The current Zoho Meeting Activity functionality is not ideal for my org's workflow. I'd like to try and create
Zoho People how do i view the history of leave taken
Hi All What is the report that i am unable to view the history of the leave taken for an individual and team?
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