Recent Topics
CNIL - Suivi de Pixel
Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant
Which is better? Calendly vs Zoho Bookings
We will be implementing Zoho One with hopes the inter-module integrations will stream line our efforts. I have used Calendly successfully with our prior CRM and like its features and I know it integrates with Zoho. My question as follows: 1) Are there
Zoho meeting integration
Hi Zoho, Zoho meeting integration is enabled in zoho bookings. I followed your tutorial and added both the tags %zohomeetinginfo% %meetinginfo% , but it is not displayed in the mails neither to staff nor customer. In zoho meeting, there is also no meeting scheduled. What else do we need to do to make this work?
Master Zoho Desk through the Virtual Classroom Training (VCRT)
Hello Everyone, This month's Virtual Classroom Training (VCRT) is for Zoho Desk users in APAC and India. Zoho Desk offers an expert-led 4-day Virtual Classroom Training (VCRT). The training covers configurations, automations, and ways to streamline Zoho
Discount Per Item / Option Removed
Hi, I was using Zoho Books for three years now and very saticfied. Now, as we try to add an invoice, we founds that the discount option per item was takn away, and a discount from total was implemented. However, we have cases when we add a diffrent discount to each item. Was this option removed permanently? Thanks,
What is a realistic turnaround time for account review for ZeptoMail?
On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still
UI for requestor
can you assist me on how to access as reque
Bank Transaction Rules Link Under Each Bank Account
Hello, can you'll move the "transaction rules" button or link back under each bank account? It is now on Bank Overview, if I am working on a specific bank account, I don't want to go out to overview to check the rules. That button displays rules for all
Zoho ERP | Product updates | August 2026
Hello users, What’s new in Zoho ERP this month? From Account Registers to new reports, we’ve packed this release with updates worth checking out. Take a look at what’s new and see what’s in store for your business. Introducing Account Registers Account
Custom Validation for On Duty
Hi Team, We would like to have custom validation support for the On Duty form in the Attendance module. We need to apply some restrictions, such as: Limit the number of On Duty requests per month. Restrict On Duty requests on selected days. Allow employees
Moving from Zoho standalone to Zoho One
Hi, I am a bit disappointed with this. We have been using Zoho CRM, Zoho Books, Zoho Forms, and Zoho Flow for a couple of years. While they have their own compatibility issues, we’ve been able to navigate them thanks to Zoho Flow—not the support from
Mass Update of Lookup Fields not possible
Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
Showing more options in lookup field in COQL
When using the COQL query with just the lookup field directly (e.g. using "Account_Name" alone), the response json is "unflattened" but only includes the "Account_Name" and "id" fields. Is there a way to specify which columns are wanted in this "unflattened"
Group accounts that are branchs of the same company
Hi all! This is a zoho books question. many of the companies we work with have several branches. Each branch has it's own tax number. I'd like to be able to relate these branches so I can treat all the translations as if they were made with the parent
Migration from zoho global to zoho Mexcio
When will the migration be available and not create another entitie. We have years of information and integration and is not possible for us to create a new entitie
I have a problem. I use Zoho invoice
I have a problem. I use Zoho invoice, which is that when I create an invoice for a customer with specific items, let's say the value of these items is 2100, but my customers are not the type who pay the entire invoice amount at once, as they divide the
Zoho Mail outgoing webhooks stopped delivering events to my domain from Aug 28 to Sep 1, 2026 — temporary suppression by destination domain/IP?
Dear Zoho Mail support team, I run an application that receives email notifications from several Zoho Mail accounts via outgoing webhooks (Settings → Developer Space → Outgoing Webhooks), with REST API polling as a backup. What happened: between August
Do you have software like Windows software?
We want swadeshi software
Mise à jour de Zoho Books – France
Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre
Introducing spam detection for webforms: An additional layer of protection to keep your Zoho CRM clean and secure
Greetings all, One of the most highly anticipated feature launches—Spam Detection in webforms—has finally arrived! Webforms are a vital tool for record generation, but they're also vulnerable to submissions from unauthenticated or malicious sources, which
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
Stop automatic email linking to deals after it is closed lost or Won & Done?
How do I closed automatic linking of emails to deal which are closed or Won & Done? This is really important for us because sometimes if a new RFQ comes in the email is gets linked into an old deal which is lost or won and done.
Add Support to Upload Inventory Items with Categories or Enable Separate Upload for Inventory Categories
Currently, Zoho Inventory does not support uploading new items along with their parent and sub inventory categories using the item import feature. This creates challenges for businesses with structured inventory hierarchies when trying to upload items
Problem at new Zoho Function View
I Accepted the new zoho function view and now the page opens in blank and show this message {"code":"TOO_MANY_REQUESTS","details":{},"message":"Request skipped internally for Mitigation","status":"error"} This response is from this urlhttps://crm.zo
Unbilled Items from Purchase orders
Hi, I was wondering if there is a way for me to generate a report for the sum amount of unbilled items in open PO or partially billed PO. this info would be helpful for better cash flow management and for foreseeing any issues for unjustified delays for
Recieving error: "New Record - Cannot be done due to change in form ownership."
Hello all, I create a form via Zoho Forms. If is used so that when a user books a meeting on our website, they are added as a lead in the CRM. Right now, after filling out the form, if I look up the entry, there is an error in the "CRM Status" column.
Multi-currency in Zoho CRM Forecast and Reports
As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales
Anyone have experience with Airbnb bookkeeping on Zoho Books?
I just signed up for the free version of Zoho Books as a first-year Airbnb host. I am just starting my 2023 bookkeeping so I have lots of receipts, statements and such to input. I started to go with Quickbooks, which was admittedly easier because I could
Approval Process configuration is now more flexible and fully customizable
Hello everyone! Approval Process is back with a better user experience that makes it easier to add rules to your processes. This enhancement includes some UI updates that help you create highly structured approval stages—and more. Let's look at the enhancements
Day 1: I signed up, now what?
You created an account in Zoho and tried to set up your business in Zoho Invoice. The setup screens had several fields to fill. In this post, you'll learn about What does an organization in Zoho Invoice mean? How do I create my organization? Is Zoho Invoice
Welcome to Zoho Invoice User PlayBook
Start here. This page walks through Zoho Invoice the way you actually use it. What you'll find Each post takes one everyday situation, answers the handful of questions that come up inside it, and gives you the steps. Nothing assumes you've read the post
Zoho Community Digest - August 2026| Part 3
Hi everyone, and welcome back! Zoho Desk had a big week with six updates spanning Guided Conversations, instant messaging, and the Radar app. Zoho CRM redesigns the Functions experience, Bigin gets three new capabilities including a Related Products topping,
Widget SDK - Mobile Support
I was pretty disappointed to find out today that background widgets using native modal validation simply aren’t supported on mobile. Extension specs: Zoho Books Sales Orders • Background widget • ON_SALESORDER_PRE_SAVE + ON_SALESORDER_PREVIEW • Validates
CNIL - Suivi de Pixel
Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant
Customize Colors used on graphs and charts according to users desire.
It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!
The following place holders were not replaced in this message: %PurchaseOrderURL%
Good day our whole company is facing the same error code of %PurchaseOrderURL% - can you please assist with this issue on how to fix this.
Roll-up on project created from template
I have a standard project template that I use to generate almost all my projects, and I want to roll-up tasks on a particular project I've just created. Documentation claims i should be able to roll up a new project after it is created, but there is no
CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters
Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced
RouteIQ for Zoho FSM
Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning
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