Recent Topics
Email sent to Hotmail arrives to Spam
I'm sending email tests to my Hotmail account and they arrives to the Spam folder all the time. My domain has been verified correctly. How can I fix it?
Hotmail
I am sending an email to a hotmail, and this guy does not receive the email, either in his SPAM nor inbox. Can you help me? thanks!
Meeting integration with Otter.ai
Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks
Add more than 7 sender addresses in campaigns
I need to add at least 15 sender email addresses but am currently limited to 7. Please can you increase. Thank you
Let’s Talk Recruit: Your pipeline is full. So why aren’t roles closing?
Welcome back to Let’s Talk Recruit, where we break down hiring workflows into simple, actionable insights for recruiters. The focus this month is on what slows down your pipeline even when everything looks like it’s working. Picture this. You log in to
Search through email contents
Is there a way to search through the email history of a lead? Meaning if among the 50 emails to a lead about different topics I want to find all the ones with the word "pizza" in the body of the email, is that possible? Thanks for your help, Hanan
Marketing Tip #9: Track your traffic sources
Not all marketing channels work equally well. Knowing whether your visitors come from Google, Instagram, or email helps you focus on what actually drives sales. Try this today: Check your Zoho Commerce reports or connect Zoho PageSense to see your top
It Really Can Be This Simple
Let's be honest.... Running a business already comes with enough moving parts. Invoices, payments, follow-ups, reminders, tracking who paid and who disappeared. It can slowly turn into a full-time admin job on its own, especially when you are a Sole Proprietor,
Huge confusion in zoho crm and zoho analytics
Context => We have reporting based hierarchy in zoho crm and basically there will be one sales head and couple sales managers and 10 pre sales excutives divided between 2 sales managers we have maintained that in zoho crm and there is complex reporting
Zoho Books | Product updates | May 2026
Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & Canada
Update: [Issue fixed] Temporary access issue on Android and iOS devices
Hello, Zoho Sheet users! We're aware that some of you are currently unable to open spreadsheet files from your Android and iOS devices. We extend our sincere apologies for the inconvenience caused. We're working on fixing the issue with highest priority
Action Required: Migrate Your SQL Server Connection
Dear Users, Following our earlier communication on the upcoming Zoho Analytics security updates affecting Microsoft SQL Server connections, we have revised our recommended approach. The previously shared cipher suite configuration is no longer the recommended
Currency Change for Companies
Hello FSM Team, We would like your assistance in changing the company currency for our UAE organization from AED to USD. Currently, all customers and users are configured with AED currency settings, and we would like to standardize the organization currency
Accrual Data - Zoho Books API
Hi Team, When we integrate Zoho Books with Zoho Analytics, we usually receive a consolidated dataset called “Accrual Transactions,” which contains all types of transaction data. Could you please confirm whether it is possible to retrieve this same data
Bank Fees - Allow User to Choose Expense Account
Bank fees from Customer Payments can only be debited against the system Bank Fees account due to hard-coding. The user should be able to select which expense account those fees are debited against. The use case is pretty straightforward. A business like
Showing Cost Price and Profit Margin in PDF
Hi there, We use two different types of quotes in our company. One is a version for our clients that does not include cost or profit margin information, and the other is for our internal team that includes profit margin and cost. We are running into an
Side bar menu
It would be great if you could stop the auto collapse of expanded menus when selecting a different module. It would save a lot of mouse clicks for a lot of users that frequently switch between sales & purchases as we do, it's easier to collapse them manually when not required !
Syncing zoho books into zoho crm
I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? Thanks
Remove horizontal scroll bar
Is there any way to remove or hide the horizontal scroll bars on the iframe reports? I removed columns, but it still stays there.
Rich Text Type Format for Notes Field
Has it been discussed or is there a way to insert a table in the notes field? We sometimes receive information in a table format, and it would be beneficial to have it in the same format as a note on a record. Moderation Update: We are working on supporting
Multiple Blueprints on different fields at the same time.
It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract
Updating Sales orders on hold
Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}
sales IQ issue on website
i integrated the zoho sales IQ code on the website but it is comming in distroted form i am sharing the screenshot below the website is bulit in wix platform
Contract to payment flow
Hi everyone, I’m trying to set up a contract-to-payment flow and want to avoid duplicating invoices or customers in Zoho Books. The flow should be: contract generated from CRM, sent via Zoho Sign, client signs, deposit is paid, and the invoice should
Automated entries past the current month in a calendar report
Hi all, I have an automation problem. I have a form which on successfull entry adds either 5 or 10 more of these entries with a slight change so our customers can see it throug a calendar report on the webiste. The entry put in manually shows up perfectly
Linking Contacts to Other Modules
In creator, I've got a Contacts page with a lookup that searches Suppliers. Is there a way to have the contacts attached to the Suppliers modular as a list automatically, similar to the CRM version? It goes the other way. If I entered an Employee in the
SalesIQ Email Delivery Issues to Microsoft
Is anyone else having delivery issues to Hotmail, Outlook, and Live inboxes when sending transcripts and replies via email from SalesIQ? We’ve detected that emails sent from SalesIQ to these accounts aren't arriving—they don’t even bounce back; they simply
Multiple Pipelines
Is it possible to create multiple candidate pipelines?
Automation #7 - Auto-update Email Content to a Ticket
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly
Introducing Custom Columns in Forecasts in Zoho CRM
Release Plan: Enabling in Phased Manner, Enabled for JP DC Hello all, Forecasts in Zoho CRM help sales representatives, managers, and business stakeholders evaluate performance and plan future sales activities. While standard metrics such as Target, Achieved
How would you handle Warranty replacement parts or items in zoho inventory
Hi everyone, I'm working on setting up zoho inventory for our distribution business. We handle the service for our customers and will replace items that malfunction under a warranty basis. Does anyone else do this and how do you set it up in inventory? Do you have to create a sales order and if you want to the original item back, do you use a RMA? If so, how is it done so there isn't a credit memo associated with it? Thanks, Tim
Atlassian Jira integration live in Zoho Apptics
Tracking crashes and fixing them often happen with different tools. You might use Zoho Apptics to track crashes and understand what went wrong and Jira to resolve those issues. If you use both, you're probably familiar with the manual effort involved
What's New in Zoho Billing | January 2026
Excited about the latest enhancements in Zoho Billing? Our January updates bring an intelligent AI assistant, smarter subscription management, and improved tax compliance, saving you time and reducing manual work. Dive into the details below to see how
Auto-sync field of lookup value
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
Mirror Component in Zoho CRM: Access real-time related data without leaving your record
Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having
Printing preview is empty
- head-line - I'm a happy user of Zoho Writer almost a year now, but I got some seriues probelm on my Printing Preview. I wrote some long doc, and once in a while I did a printing preview, and everything were fine. Suddnly the Printing Preview is empty and the Page View dosn't deviding the doucmunebt into pages. thank you, and love your service - Eli.
DYK 4 - Reactions
Did You Know that you can react to comments in Zoho Projects? In a collaborative workspace, comments come in throughout the day. Some need a detailed reply, others just need to be acknowledged, and the more the replies, the harder it is to follow the
since the new interface of ZOHO writer can't turn of automatic reminder option for merge documents
Since the new interface of ZOHO writer I have this problem. I have a large set of templates that I use to send documents to ZOHO Sign. But now in all those templates the box for Sending reminders is ticked, which i don't want. But even if I untick the
Introducing Interactive WhatsApp Templates and Quick Replies in the Bigin iOS App
Hello everyone! We are happy to introduce interactive WhatsApp templates and Quick replies in Business Messaging in the Bigin iOS app. Scenario: John Bailey owns a small-scale digital marketing company. He gets an enquiry on chat while he is busy, so
New UI for Writer - Disappointed
I've been enjoying Zoho Writer as a new user for about 6 months, and I really like it. One of my favorite things about it is the menu bar, which you can hide or leave out while still seeing most of your page because it is off to the left. I think this
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