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Zoho Book’s native record page is now rendered in CRM keeping approval process, retainer invoice, & more at reach
Refashioned Zoho Books integration with Zoho CRM Dear Customers, We're pleased to announce a significant upgrade to the Zoho Books integration in Zoho CRM, offering greater convenience. TL;DR: Zoho Books record's information is now accessible directly
Is it possible to convert regular pick-list to multi-select pick list?
I have a regular drop-down pick-list and we realized that we need this info as a multi-select pick-list. I don't think there is a way to convert from one type to the other, but what is the simplest way of moving the data over? Meaning, whatever value
System-wide keyboard navigation problem with searchable dropdown fields
System-wide keyboard navigation problem with searchable dropdown fields Zoho Books needs better keyboard support when completing forms. This is not limited to one screen or one specific workflow; it appears to be consistent behavior throughout the application.
Data from related modules in the criteria builder
CRM workflow conditions work great in majority cases, e. g. I want to send an email upon a particular data event. Now, there are cases where I want the workflow, email, email template to sit on a module A (let's say Companies) but the condition depends
Revenue Management: #3 Revenue Recognition Simplified
In continuation of the previous post on how to compute revenue recognition, let's explore a solution that helps businesses handle real-world complexities. While the Accounting Standards provide a clear framework for recognizing revenue, the real challenge
Add a proper “Split Sales Order” function
Currently the only workaround is to clone an order and manually delete items from each order. A simple split function would allow users to choose lines or quantities and move them into a new sales order. Examples: Customer wants available stock shipped
Customers would like to add tips when paying in Client Portal
I am happy with the clean interface of the Client Portal. However, I am running into a challenge: my customers would like to be able to add tips/gratuities when making payments. Currently, this is very clunky because they have to 1) manually over-pay,
Updating Unit Code for New Item Creation, Quote and Invoicing is so inconvenient
The Zoho Team has implemented many updates, but these updates should be optional. Before rolling out any new feature, they should already have a solution in place that allows users to remove or disable it if they choose not to use it. Just yesterday,
Restrict Ticket Movement to Specific Departments in Zoho Desk
Hello Zoho Desk Team, Greetings, and hope you are doing well. We would like to submit a feature request regarding the ability to control ticket movement between departments in Zoho Desk. Current Limitation: At present, Zoho Desk allows agents to move
Zoho books and venmo
Hi, Is there a way to hook Venmo into zoho books? I have a Venmo business account and want to be able to sync that. I know you can do it with the paypal integration but I dont want to use paypal for the fees and that doesnt allow me use/integrate my current
Cannot login to Zoho Mail on Mobile App
Hi, I am the super administrator for our company's email account. I just created 4 new email accounts, and my users have downloaded the zoho mail app. However they are unable to login to their email on the app. It kept saying "User does not exist". Please help! Thank you.
#9 When You're Not Registered for Tax
Not everyone using Zoho Invoice is registered for tax. Maybe you have just started your business. Maybe you are still below the registration threshold. Or tax registration simply does not apply to your current setup. In that case, an invoice that says
Zoho CRM variables create risks
1/ The fact that CRM variables are deployable from sandbox to production goes against the principle of environment separation. We are at risk of overwriting production with sandbox values; or vice versa when rebuilding the sandbox as production vars will
Zoho Campaigns 3.0 - Make Social Icons PNG With Transparent Background
Hi Campaigns Team, I have noticed that the social icons you provide to users do not have transparent backgrounds. When a dark background is used in the footer, with the exception of X they all have white corners even though they are circular icons.
Record Detail - Canvas View - Grouped Mirror Fields Don't Populate
Hello, I could have sworn this used to work, so I'm not sure when it stopped, but I have a canvas view on my Account record detail page and I have a lookup field with its 3 mirror fields on said page. If I just put the fields separately, they render fine.
Enhanced Zoho CRM and Office 365 calendar synchronization features!
Dear customers, We're excited to share some significant improvements to our Office 365 calendar synchronization features, aimed at providing you with more control and a more personalized experience. What’s new Choose your Office 365 calendar: During the
NOT SYNCING ORGANIZATIONS-ZOHO BOOKS AND ZOHO INVENTORY
I purchased the zoho books before and again i purchased zoho inventory after 2 day while syncing the orzaniazation i deleted the trial account of inventory and started the new organization on same user. The problem is that the new inventory organization
Zoho CRM - Cadence Data Availabe in Zoho Analytics
Hi Zoho Team, I've noticed that Cadance data is not currently available in Zoho Analytics. Is there a timeline for when this will be available? Thanks, Ashley
Create Package From A Picklist
Dear Zoho, Can it be made possible to create a package from a picklist? The reason our company makes a picklist is for that to become a package Our sales orders have 600-1000 items I hope that makes it clear that it's hard to delete 990 items when we
Automation Series: Percentage-based Time Allocation
Employees in an organization work across several projects simultaneously. Their work hours are split among multiple tasks from different projects. Logging time for each task manually can lead to inconsistency, and the effort rarely gets divided equally.
Zoho CRM Community Digest - September 2026 | Part 1
Hello everyone! The first half of September brought subform-level workflow rules, emoji reactions on notes, and the new zoho-crm skill for AI-assisted CRM development. Given how much there is to it, we've followed the announcement with two Kaizens: one
Button with a mapped null value causing "Empty value found, proceed?" GUI - Can this be stopped?
Hey All, I started seeing this GUI pop up recently when mapped buttons have a parameter that is null. (It might be a new behavior, or perhaps I'm only recently coding where I'm running into it now where I was not prior.) Instead of passing the null through
Feature Request: Post-commit Subform Row Event (onRowSave / afterRowCommit) in Client Scripts
Hello Zoho CRM Product & Engineering Team, Requested Feature: Introduce an afterRowCommit (or post-commit onRowSave) subform event in Client Scripts that fires immediately after an inline subform row has been successfully committed to the database, passing
Possible to create link from prefill querystring parameter?
Hello. I have a form that takes a prefill querysting parameter for a product stock code and uses it to populate a single line textbox. I'd like to be able to use that value to create a link in a description field using the token like: ${zf:SingleLine1}.
[Live Webinar] E-Rechnung 2027 - Deutschland Edition - 14.10.2026
Liebe deutschsprachige Zoho Community, Vor dem Hintergrund der sich weiterentwickelnden Anforderungen an die elektronische Rechnungsstellung in Deutschland ist jetzt der richtige Zeitpunkt, um zu verstehen, welche Vorbereitungen Ihr Unternehmen treffen
[Free webinar] Learning Table Series: From code to intent: The evolution of application development
Hello everyone, We are excited to invite you to another edition of the Learning Table Series webinar. Building an application involves more than just development. It starts with understanding business requirements and planning the solution before building
Introducing Zoho TouchPoint in Zoho One
Hello Zoho One users, We're excited to announce that Zoho TouchPoint is now available as part of the Zoho One suite! As businesses grow and customer interactions become increasingly digital, the way you connect and engage with customers matters more than
Introducing Global Board View for Work Items
Global Board View in Zoho Sprints now equips you with a unified board for all the work item in your workspace and provides as a bird's eye view of every project's work items on one board. When you are a part of multiple projects or when a release is dependent
Funnel widgets showing Amounts not just Count
Hi Can I request that the Funnel widgets have a toggle that allows you to optionally show that it shows the value of deals rather than just the count of deals. There are some great funnel widgets, but they all seem to only show counts. Whilst I get that
Forecast for Profit
Hi Can I request the ability to be able to create a forecast for custom fields, other than for Revenue and Quantity? I want to target the team by profit. Profit is a custom field, so I get why it's not on there, but really it's just a value field like
Breaking Change Announcement: Users API Response Restricted for Client Portal Users
Hi all, We are introducing a breaking change to the Users API when it is accessed by Client Portal users. Status: Live This change is now live in production. Please review your integrations and make the necessary updates. Affected endpoints: GET /users
How to customize X/Y-Axis labels in CRM Chart Reports?
Hi, While exploring custom chart reports in Zoho CRM, I’ve hit a roadblock trying to change the names of the X-Axis and Y-Axis labels. They appear completely locked as the default values. Zoho seems to hardcode these labels to match the exact field names
How to add custom lookup-type field to meeting module form in Zoho CRM
We need to have a lookup field to a custom module's record in Zoho CRM. But it appears that look-up fields are not enabled in Meetings/Events module in Zoho CRM. How do I design/implement a custom look-up type field that will lookup records from custom
Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions
Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performance
Using IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
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
Mail menu bar items missing in Inbox and folders
Last night some shortcuts such as Move to Folder, Archive, Delete, Mark as spam, and others, disappeared from my Mail menu bar, along with items in the vertical three dots extension such as Mark as read, Flag as, Mark as unread, etc. What I now have instead
Contact removed when picking ticket template.
hi new to Desk rolling out to company, replacing Freshdesk. Is there way to keep the in context contact when selecting a template? When you choose a template you lose the contact!
Zoho Campaigns 3.0 - Padding Controls Not Intuitive
Hi Campaigns Team, 3.0 looks amazing, but I have noticed one part which is not intuitive at all. The padding controls show a circle and a line. Intuitively, the circle is the object and the line is the edge which you want to add the padding to. However,
Error with bank feed activaiton (Global edition)
Hi there, We've started using Zoho Books in NZ and have been struggling to activate bank feed from BNZ. Althouhg following the instruction to active bank feed, an error message appears every time as attached. Plase advise how to resolve this matter. Thank
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