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Give your organization a branded login experience with White Labeling
When users log in to their email, the URL they land on is often the first thing they notice. A generic login page can feel disconnected from your organization's identity, especially when you have already established a strong brand presence. For administrators,
Archive Option in Conversation View
Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just
Mail Merge in Zoho Desk
Hello Team, Do we have an option of mail merge within Zoho Desk like we have in Zoho CRM? We have a requirement to generate some pdf file in the form of mail merge doc from the ticket.
No DINAR (Serbia) in currency list
There is no Serbian Dinar listed in the currency list. Dinar is available in Books, Inventory, CRM, FSM. Please make it available in Desk as well. Without it, the integration with other apps is not possible.
Using Email Triggers on Zoho Flow
Hello, I'm sending the email to create the variables as this article says: https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/email-trigger#How_email_trigger_works But the collection of the variables only seems to work when the
Re-Apply SLA When Ticket Reopened from Closed Status?
If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers
WhatsApp Calling Integration via Zoho Desk
Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional
Discussion Forum Categories and Forums
I'm prepping for a forum roll out and found that there isn't a lot of granularity of permissions on the forum level. It would be nice to see the settings from the category level of the forum available at the forum level, so you can assign who can post
Enable integration of CRM CPQ functionality for ZohoOne customers using Zoho Finance application
Hi there. I can't believe I'm needing to launch this idea as I would have thought this was a little obvious. Following a number of conversations with the technical team it's become evident that the CPQ functionality within CRM cannot integrate with Zoho
Ignore Auto Sales Order number generation not working
Hi, My Flow has broken and I'm no longer able to use the Ignore auto number generation function and instead use the field that came from the trigger (via Jotform) when creating a new Sales Order in Books. Any suggestions how to fix this?
Coupon Codes and Cancelling Subscriptions
We have two Zoho One organizations, one we use for dev/testing. In Zoho Billing when we cancel a subscription, we are getting two different behaviors with regards to coupons. In one environment, the coupon is removed upon cancellation. In the other, the
Copy Creator file field to CRM file field.
Hello, I am trying to transfer the content of a Zoho Creator record afer form submission to a new CRM deal record with a deluge form worklfow. I am trying to see of I can transfer the files fields. creationMap = Map(); if(Revendeur == "IEL Technologie
Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?
I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?
Host not reachable when sending
For few partner that I send regular emails now got error and they don't receive emails Temporary failure fam-xxx.hr/185.xx.xx.xxx Host not reachable. Have more than 20 mails in https://mailadmin.zoho.eu/cpanel/home.do#mailSettings/retryEmail please
Negative Quantity on an Invoice
I need to be able to put a negative quantity on an invoice in books and inventory. Example, customer is buying part A, which has a removeable part, part B. Customer wants Part C which replaces Part B. We swap them for the customer. On an invoice we should
Button Duplication when emails forwarded or replied
When I create a new email template in campaigns and send it out it looks fine to all the users, however if that email is then on forwarded or replied to then all buttons within the email duplicate. See below The one on the left is the original one.
Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
What's New in Zoho POS - March 2026
Hello everyone, Welcome to Zoho POS’s monthly update, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how March went. Zoho POS Android app with Arabic and RTL support for Saudi Arabia We have launched the
Zoho Projects Android and iOS app update: Custom modules
Hello everyone! We are excited to introduce the custom modules within the Zoho projects mobile app. Custom modules allow you to define your own entities with relevant fields, enabling you to capture and manage information specific to your workflows beyond
Zoho Projects iOS app update: Flag type(Internal/ External) information in Task list header
Hello everyone! We have now included the Flag(Internal/ External) type information on the Task list header within the Tasks listing screen of the Zoho Projects iOS app. This enhancement enables you to distinguish between the internal and external tasks
How to close an estimate ?
Hello, I have created estimates, and converted them to invoices to get 50% payment. Now I have 2 cases where the estimate stills shows status partially invoiced, however: 1. for one of them, project stopped half way, so the remaining part will never be
Will Zoho Search work with Zoho Learn
Currently, Zoho Search only works with Zoho Wiki which will be phased out. Moving forward, will Zoho Search be enabled for Zoho Learn? Thanks.
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
Ability to modify what displays in calendar invite?
I am a long time calendly user and want to make the switch to bookings. I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link? I can add it to the emails no problem, but I would also like it to display on their calendar. Is there some work around I can do to get it on the calendar? Also am I able to modify the calendar event title?
Global "Search" in FSM
I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,
Unable to Access /crm/v7/taxes – OAuth Scope Mismatch in Zoho CRM API
I am currently integrating Zoho CRM (v7 API) with our system and I need clarification regarding the Taxes API and OAuth scopes. Context: We are creating Quotes via the API (/crm/v7/Quotes) Each quote contains line items with taxes (e.g., TVA 19%, 10%,
Can't View Project Names in Mobile App
I can't view project names on PO's in the app, nor can I add that as a viewable PDF field in inventory on the computer. I've attached screenshots showing that in the mobile version whether you are on the PO, editing the PO, or viewing the PO line items,
Looking for other Zoho users in Canada
I would like to find other users in Canada to share ideas and suggestions. To see if you are experiencing same issues re HST/taxes, banking, etc.
Zoho Books' 2025 Wrapped
Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear
Intergrating multi location Square account with Zoho Books
Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.
Columns with no data still displayed despite "Show missing values" disabled
I have a table with missing data, but columns are still being displayed even though the "Show missing values" option is disabled. The table contains 3 columns split across 12 months. I suspect the issue is caused by one of the columns using an aggregation
What's New in Zoho Inventory | January - March 2026
Hello users, The first quarter of 2026 has been dynamic! We’ve shipped a powerful set of updates in Zoho Inventory to enhance item control, improve warehouse efficiency, expand integration and reporting capabilities. From a unified item creation experience
Business Day Logic Update: More Accurate Scheduling for Your Workflows
Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable
Permission Denied - Reports Module - Super Admin
"Permission Denied Sorry, you cannot view this report because you do not have permission to access one or more of its modules. To view the report, please provide permission to access those modules in the Profiles and Organize Tabs settings." Fresh new
Allocating inventory to specific SO's
Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
Please design a better spam filter
Hi Team, While I love Zoho Mail for all the awesome features you have designed - this is the one you need to do a lot of work on - Spam Filter. Your spam categorization seems to be very inefficient - any email containing brand images or a tracking pixel
Change Default Currency in Zoho Reports
Is it possible to default all currency fields in my Reports and Tables to my local currency without having to reformat them every time?
Zoho Project - Total Forecasted Hours
Does anyone know an easy way to get a total of all the forecasted hours across the portfolio? I'm aware trying to create a custom report that can generate this figure for each task and the total up but the completion percentage doesn't seem to come back
Drop Down Menu - Adding up values
I have a form that has 22 drop down fields each having a value of 0-10 to choose from. Is it possible to have it add up the total value of those selected numbers and have it tally it up in another field at the end? So example: if each of the 22 fields
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