Recent Topics
Task Module quick create settings
Hello, requesting the Task module receive a quick create customization settings. We have added custom fields and have to select "More fields" at the bottom of the pop-up to access the custom fields.
Your employees changed departments. Did your IT systems notice?
An employee joins your Marketing team. HR adds their details to the organization's user directory. The IT admin, in turn, creates their Zoho One account, assigns the required applications, adds them to groups and provides access based on the organization's
AI Calling
Hi, does anyone have experience or any thoughts on AI Calling. Getting AI to make calls on behalf of your company. We are looking into it, but are finding it difficult to get info and providers that can assist.
Email Forwarding to Zoho Desk Failing After Migration from Gmail to Outlook (Microsoft)
We recently migrated from Gmail to Microsoft Outlook. Since the migration date, emails sent by our customers are no longer being received by Zoho Desk. I tried setting up the email forwarding rules in Outlook similar to what we had in Gmail, but it still
Record positive and negative bank transactions in the same expense account
Hello, I hosted a promotional event and paid a vendor $600 for food catering (bento boxes). Twenty people attended the event, and each person paid $30 for a bento box, resulting in 20 separate $30 transactions deposited into the bank. I coded the $600
CRM Address Field - States with Countries in brackets
Hi, Could you please remove the country in brackets from the Global State List, or at least allow us to edit these entries? It looks like the brackets were added during the initial data population, perhaps by someone building the list in a spreadsheet
Different Report sharing filters within same Dashboard
I have a question about sharing filters for a dashboard which contains separate reports built from the same query. Below are the pieces of the puzzle: - “Sales Query”: line-level query containing sales for a team of 5 sales reps; there’s no need for the
Make Your Workflows Smarter with Zia Agents
Hello, Enterprise Support Community, Workflow rules can now go beyond predefined actions. Zia Agents can now be invoked directly from workflow rules in Zoho CRM, allowing you to bring contextual, AI powered actions into your automated processes. Choose
DYK 14: Create Tasks with AI
Did you know AI can suggest tasks within your Zoho Projects portal? Breaking a project into clear, actionable work items takes time and manual effort. Especially when the same team handles both planning and execution. AI task suggestions in Zoho Projects
#11 Nithya's First Overseas Client
Nithya designs for clients in three countries and has never met any of them. Her first overseas invoice took a full evening. The second took four minutes. The difference was not a clever tax trick. She stopped treating every international customer as
Other languages in Schedulers (Zoho Books)
Hello everyone, currently we have create functions in other languages, like nodejs etc but on schedulers we can use only deluge.. Are other languages on schedulers roll out? Kind regards, Sakis Oikonomou
New in Office Integrator: Extract data from images into your spreadsheet
Hi users, We are pleased to introduce the Data from Picture feature in Zoho Office Integrator's spreadsheet editor. It intelligently detects and organizes text and numbers from any image into structured cells using OCR. With this feature, users can turn
Edit PDFs using Zoho PDF Editor
Hello users, In a previous article, we covered the organizing capabilities of Zoho PDF Editor. Here, we'll provide a quick recap of its editing features, including a few new additions. A few highlights of Zoho PDF Editor's editing capabilities: Add and
Partner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
Multiple subscription plan line items in Zoho Billing quotes
I run an IT company and sell a lot of licences. A client might have multiple subscription plans including software licences in different categories. A client might have Microsoft licences, antivirus licences, web hosting and maintenance package services.
Mail Merge templates in Sandbox
Rolled out for all DCs Hello everyone, You can now create and test Mail Merge templates directly in Sandbox, making it easier to validate document generation without affecting your live organization. Why this matters Mail Merge templates are often used
Dashboard Table of “My New Work Orders” Changes View
Hi FSM Team, We noticed an inconsistency with the Dashboard Table of “My New Work Orders.” Initially, the table is configured to use the “My New Work Orders” view. When we go to the Home page, the table displays a different set of records. When we return
Tips & Tricks #6 | Zoho Vault: Audita actividad, Gestiona accesos, Comparte credenciales & mucho más.
¿Sabías que Zoho Vault puede hacer mucho más por la seguridad de tu equipo? Las contraseñas forman parte del día a día de cualquier persona y organización. Aplicaciones, herramientas internas, cuentas de clientes, servicios externos, plataformas de marketing,
Inquiry Regarding Customer Hierarchy & Sub-Customer Creation via Zoho API
Dear Zoho Support Team, Our mutual client has requested support for implementing the Customer Hierarchy (Parent/Sub-Customer structure) within our existing workflow. At the moment, all invoices are being created in Zoho under the main (parent) customer
Which Zoho CRM tasks would you want an AI assistant to handle?
I’ve started delegating my Zoho CRM work to AI – and many tasks now take me half the time. It has been so useful that we’re now working to make it available to everyone. Instead of clicking through records and tabs, I simply describe what needs to be
Introducing MCP for Zoho CommunitySpaces
Hello everyone, Your AI assistant can now share the community workload with you. Zoho CommunitySpaces supports MCP (Model Context Protocol), so you can link an AI assistant like Claude, ChatGPT, or Cursor to your community and run it through plain language
CV-Library: The Newest Source Booster in Zoho Recruit!
We’ve expanded your sourcing toolkit — CV-Library, one of the UK’s largest and most trusted online job boards, is now available as a Source Booster in Zoho Recruit. This gives recruiters instant access to millions of UK-based candidate profiles, all without
Tip 52#: Ways to improve data flexibility using related list
A related list offers an ideal solution to string related data across entities together. It enables you to pull records from any module or external source and float them as a tab within your project, sprint, epic, work item, or release detail view layout.
Email Blast
Hi, How do we send an email blast to thousands of customers? The email addresses are not yet saved in Zoho Desk.
Zoho ERP | Product updates | September 2026
Hello users, A new month, a fresh set of updates in Zoho ERP. This month brings Netting, enhancements across our verticals, and more updates to help streamline your everyday work. Explore this month’s updates and see what’s new. Introducing Netting If
Introducing Zoho POS for Restaurants
Hello Community, We’re thrilled to announce the launch of Zoho POS for Restaurants, unveiled at the 30th milestone edition of Zoholics India 2026. Running a restaurant involves multiple teams and workflows. A single table journey, from seating a guest
WhatsApp Business Message Pricing Update: Effective October 1, 2026
Hi everyone, Starting October 1, 2026, Meta is updating how WhatsApp Business messages are charged. This guide explains the new per-message pricing model, how message categories work, and what changes for service messages specifically. How Meta charges
Zoho Calendar integration for Bigin
Hello everyone, We're excited to introduce Zoho Calendar's integration in Bigin! For a while now, users have been able to sync events in Bigin with Google Calendar and Outlook Calendar - but with this new topping, it syncs with Zoho Calendar as well.
Setting to turn off Paying for all invoices in customer portal
We enable our invoices to be paid via authorize.net. When a customer gets an email of an invoice and clicks on the link to view/pay for it, if he/she has other outstanding invoices that were enabled for online payments, there will be a banner that says
Does Updating Employee Names and Profile Pictures in Zoho One Automatically Sync Across All Zoho Applications?
Hi Zoho Team, We are currently using Zoho One in our organization and want to centrally manage employee profile information. As a Zoho One Super Admin, if I update the employee name and profile picture for all users from the Zoho One Admin Panel, will
Enhanced shared mailboxes: Dedicated Sent folders, Run-through filters & fresh UI
Hi everyone, Collaborative communication is the backbone of smooth operations; whether you are handling customer support queries, managing vendor requests, or tracking sales leads. Shared mailboxes in Zoho Mail ensure your team stays on the same page
10/22 15時〜 オンラインもくもく会のお知らせ | Zoho ワークアウト
ユーザーの皆さま、こんにちは。コミュニティグループの中野です。 10月22日(木)開催の「Zoho ワークアウト」をご案内します。 Zoho ワークアウトは、参加者それぞれが取り組みたいテーマを持ち寄り、ユーザー同士で交流しながら、 設定・検証・運用改善を進めるオンラインの「もくもく会」です。 「試してみたい設定があるけれど、なかなか時間を取れない」 「一人で進めていると、途中で手が止まってしまう」 「他のユーザーの活用方法や工夫を聞いてみたい」 そんな方は、Zoho ワークアウトで一緒に取り組んでみませんか?
Reporting tags associated to Project in Zoho books?
Hi, I know you can add reporting tags to contact, articles and transactions. Is it possible to add reporting tags to Project. We Zoho reports I would be able to generate reports by tags. Sometimes tags for a contact is different for projects (ie Projects
Reporting Tags in Profit and Loss Reports Analysis
Hello Community and Zoho Books Product Team, I would like to highlight a limitation I encountered with Reporting Tags in Zoho Books. Reporting Tags Not Applying to Automated Inventory Journal Postings from Product Invoices. For inventory product invoices,
Spam Quarantine: Manage suspicious emails in Zoho Mail
When an email is quarantined by spam processing, it need not always be blocked right away. Some emails may be marked incorrectly, or may need to be reviewed before a final decision is made. The Spam Quarantine feature in the Zoho Mail Admin Console gives
What is the difference between "Reply" and "Public Comment" in a ticket?
Hey, my company is thinking about switching to Zoho Desk but we do not understand the difference between the "Reply" and the "Public Comment" feature. When should we use which? And why? What is the difference between them? Thank you for your help! Kindest
Comments Vs. Replies
I'm curious as to the difference between a "Reply" and a "Comment" on a ticket. It appears that "Replies" are what's used to determine response time SLA's and there are also used to automatically re-open tickets. I'm just trying to understand the key differences so I can educate both our clientele and our back-end users on which function/feature to use to better improve the ticket lifecycle. If anyone has any insight it would be appreciated. Thanks!
Forms data export bug
The export csv with a password has changed for the worst. It is less secure by not allowing complex passwords. Just last week and the last year (at least) I was able to use a complex, secure password. Export CSV moreover doesn't even work if I use a simple
Fax and email questions
Does Zoho offer faxing capability? If so, how to do it? And, why is has my email inbox stopped in 2019? There are no more emails since then. Also if I delete all of those emails, will they delete it from my gmail account (I'm linked to a gmail email address).
How to present an Analytic on a CRM dashboard and filter it on loginuser id
How to present an Analytic on a CRM dashboard and filter it on loginuser id? I want to display an Analytics pivot table (as a widget) on a CRM dashboard and have the pivot filtered on the loginuser. I want additional user-filters available, such as date,
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