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Zoho Books | Product updates | July 2026
Hello users, We’re excited to bring you the latest updates in Zoho Books for July 2026! This month's release introduces Terminal Payments, CMP-08 filing for composition taxpayers, SEPA Credit Transfer support, the new Receipts and Payments Report for
Zoho CRM custom button function, how to add line breaks/ new lines in the return message
When creating button function in CRM it requires a `return "";` Then when the button is client by the user a message pops up with what ever is returned from the function. But I want to have a message with multiple lines, meaning I need to add a line break
Boost your CRM communication with new font types, sizes, and default reply-to options while composing emails
Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add custom
Zoho CRM Community Digest - June 2026| Part 2
Hello Everyone! Welcome to the second half of our June Zoho CRM Community Digest! We are keeping the momentum going with powerful updates to filter out unnecessary email syncs, a revamped CRM Import tool, smarter follow-up updates in cadences, and Zia
Migrate from Zoho Mail to G Suite
I am unable to find any documentation on how one can migrate from Zoho Mail to another platform, like G Suite or Office 365. Please point me to the right documentation. Thank you.
How to see exact clicked links in CRM from Zoho Campaigns ?
Hi, I'm wondering how I can see the clicked links from an email sent from Campaigns when I'm in a campaign in the CRM module. I can see the number of clicks but I need the sales team to be able to see which link has been clicked by a prospect or contact.
Zoho Desk Android app - Option to set an email template as default
Hello everyone! We have enhanced the Email Template section in our app by introducing the ability to set a template as default directly from the Zoho Desk Android app, making it easier to access your preferred template without repeated manual selection.
Zoho Desk Android and iOS app update: Odia Language
Hello everyone! We have now brought in support to access the Zoho Desk app in Odia language. Please update the app to the latest version directly from the Play Store/ App Store or using the links below: Zoho Desk - Play Store Zoho Desk - App Store Once
How to check Leads with no Task (open activity)
Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.
How do I migrate from Office 365 to Zoho Mail?
Check out Advik Email Migration Wizard, this software is specially developed to move mailboxes from Office 365 to Zoho Webmail. In addition you can migrate from Gmail, Yahoo, Rediffmail and 80+ webmail servers to ZOHO MAIL. Isn't it amazing? This is an all in one email migration solution. Steps to export emails from Office 365 to Zoho Webmail are as follows; Run Advik Email Migration Tool in your system. Select Office 365 as source and enter its login credentials. Select mailbox folders and choose
Feature Request: Include Creator-applicable Deluge updates in the Creator Release Notes
I'd like to put forward a suggestion about how Deluge updates are surfaced to Zoho Creator developers, and I'm hoping the Creator team will consider it. Zoho Creator is built on Deluge. Every workflow, custom function, validation and schedule we write
Bridging the gap between incident management and project delivery
As an organization, you can have structured backup plans to handle issues that arise during project execution. Despite best efforts, even efficient processes can fall into an escalation trap where a red flag travels up the tiers but no real action follows.
Update on default settings for AI features in Cliq
Hello all, We'd like to provide clarity on a recent change to AI feature defaults in Cliq. As part of our regular review of AI features conducted in April 2026, we re-evaluated how these features are enabled by default. We've decided that the AI features
Associate Zoho Billing Invoices with multiple Zoho FSM Work Orders
Hello Latha, We are writing a custom Deluge automation script in Zoho FSM to handle monthly consolidated billing. The script successfully compiles line items from multiple completed Work Orders, interfaces with the Zoho Billing API, and generates a single
How do I delete all my leads so I can start again?
How do I delete all my leads at one time so I can start again?
Le cauchemar de PEPPOL avec Zoho Books
Après de longues hésitations — car je défends toujours les produits Zoho malgré leurs imperfections —, je me suis décidé à poster cet avis sur ce forum. En effet, depuis plus de 5 mois, les nombreux soucis relatifs à la facturation par PEPPOL semblent
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
number auto generate
There is a basic need for a function to auto generate numbers. Presently the help pages layout several confusing and non-working ideas. You will not get my subscription without a simple auto number function.
Mailbox delegation - A secure way to enable collaboration
Admins often encounter scenarios where a user needs another team member to access and manage their mailbox during extended leave, role transitions, or while handling high email volumes. In such situations, ensuring business continuity without sharing
Service currently unavailable
The Zoho Mail Webmail is working, the Mail Admin Console is not: "Our service is temporarily unavailable, please try after sometime." How long must I wait to retry? edit: To add to this, the Webmail is not working 100% - I can open mail in the inbox,
Email Opt Out Question
Has the problem where if a customer is emailed opt out prevents you sending standard emails? For me this feature is simply to stop any email marketing and should not block people from receiving emails via Zoho mobile, which makes no sense.
Rich-text fields in Zoho CRM
Moderation Update: During the initial release of Rich Text fields, it was supported only in the Enterprise and Ultimate editions. We have gradually extended Rich Text fields to all the paid editions of Zoho CRM. Hello everyone, We're thrilled to announce
incoming mails not received
incoming mails not received
Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!
Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
FSM- are we getting there
We have now tried the FSM a couple of times. We have been defeated on the offline access. As you can imagine the enginner needs to know the customers details, the job and the equipment. This needs to be cache. Is it yet? Plus Our engineers do multiple
Agents in Homepage
Hello all, Your agents do useful work. They find things like important leads, deals, and updates for you. But until now, you could not see any of this on your Home page. To check what an agent had found, you had to open the agent on its own, away from
How can I get quantity number for each item from collection ?
How can I get quantity from sub form in another form when I fetch data get it in collection
Updates on Report Panel Selection Customization
Zoho Dev Team, I would like to check if we have updates on Search Panel selection list. And if we can finally select a few instead of going to the list.
Global search
Hi! I think it would be great to have a global search that would give you results from all records of a database, no only for a single field of a single form as we have now. Thanks!
Related List Expanded View in Zoho CRM: see more related records at a glance, filter and take bulk actions
Hello everyone! Related lists show you the records connected to what you're working on: contacts under an account, activities tied to a deal, products linked to a quote. But until now, you could only see 10 records at a time. If you needed to filter results
Lightbox Pop-up form
I would like to embed my form using the lightbox pop up. I don't want it to load automatically. I want it to load when some clicks the button. I can see this option, however when I use the "show pop-up launch button" on the website, the button automatically
Format print pos
can anyone help me create a format to print in thermal pos format as epson t20ii printer
Getting the Record ID of a form once it is submitted - so that form can be edited later
In Zoho Forms, where can I access the record ID of a form once the form is submitted? - Record ID is not available in webhook payloads - It is not available to form fields, including in formulas - It is not available as a parameter in a thankyou page
Tip#51: Use Nested Picklists for cleaner forms
Are you looking for a dropdown field that branches out with multiple child options? Zoho Sprints supports Nested Picklist where you can create a parent-child relationship to navigate the users seamlessly with the required options. This ensures that the
#19 The Easier It is to Pay, the Faster You Get Paid
In our previous post, we looked at recording offline payments to keep your books accurate. But what if you could eliminate that manual step altogether? Imagine sending an invoice where your customer doesn't have to copy your bank details, switch between
All new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
Mass Email: Individual or Bulk?
Can anyone confirm that the mass email feature sends as an individual email or as bulk? I'm curious to know what a mass email header looks like.
How do I add our corporate fonts to campaign template?
We have developed a custom campaign template in Zoho Campaigns. Unfortunately there is such a small option of fonts by Zoho default. We need to add our 2 corporate fonts so that our campaigns are in line with our brand. How do we do this?
Export current view on timesheet bug?
When you export current view on timesheet, which is a welcome change, it states: Only the current view with its visible columns will be exported from Zoho Books in CSV or XLS format.". However when this is done, the current view is not fully exported.
What's New in Zoho Invoice | April – June 2026
Hello everyone! We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from April to June 2026. Here's what's new this quarter: Connect Zoho Invoice to AI Using Zoho MCP Customize Accessibility Preferences Attach Annexure
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