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MacOS agent 2026_M02 release notes
Agent Version: 3.116.0 Release date: 23 February, 2026 Major enhancement: File Manager feature release Minor enhancement: Improved peer to peer connectivity across various network conditions. Minor enhancement: Improvements to Elevate to Admin mode
MacOS agent 2026_M01 release notes
Agent Version: 3.111.0 Release date: 11 February, 2026 Major Enhancement: Quick Support feature release. Upgrades to monitoring protocols for analysing performance. Issue fixing of idle session timing interfering with backend activities.
Account Unblock Request
Dear Sir/Madam, I hope you are doing well. I noticed that my account has been blocked for violation of the usage policy which I believe comes from it being associated with sending spam. I have since then removed the old keys which were compromised in
Kaizen #242 Enabling In-Context Order Creation from Deals Using SlyteUI
Hello everyone! Welcome to another interesting Kaizen post. Today’s spotlight is on SlyteUI, the new UI builder designed to create powerful, intuitive user interfaces in minutes. Built for speed and simplicity, SlyteUI empowers teams to deliver high-impact
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.
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),
Can't access google from toppings menu
So... When I click the manage button in toppings, nothing happens. it won't let me access the settings.
Best sales insights for target accounts?
Question for all the sales power-users out there: I would like to gain insights from Zoho CRM for a rotating list of target accounts. Each Outside Salesperson has 5 target accounts, and they can change these targets quarterly with management approval.
Emails Disappearing From Inbox
I am experiencing the unnerving problem of having some of the messages in my inbox just disappear. It seems to happen to messages that have been in there for longer than a certain amount of time (not sure how long exactly). They are usually messages that I have flagged and know I need to act on, but have not gotten around to doing so yet. I leave them in my inbox so I will see them and be reminded that I still need to do something about them, but at least twice now I have opened my inbox and found
Cadence not stopping on reply (in some cases) – anyone else?
Hi everyone, we’ve noticed that in a few cases, Cadences don’t stop even though the contact replied (setting “stop on reply” is active). It works fine most of the time, but occasionally the reply is visible in CRM without stopping the Cadence. Our assumption
Issue with Resume Parsing and Storage Limit in Zoho Recruit
Hello Team, We are currently facing an issue with resume parsing in Zoho Recruit. While parsing resumes, we are receiving a message indicating that the storage is full. We would like to delete multiple old resumes from the system to free up storage space.
BUG: Related List Buttons with Client Script action now erroring
There appears to have been a bug introduced over the last few days with Related List buttons that invoke a Client Script action. Button configuration: Configured Client Script: Results: The default loader is presented at the top of the page, and an error
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
Introducing the revamped What's New page
Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main
Multiple Pipelines
Is it possible to create multiple candidate pipelines?
Insert Template not inserting
I have been using the "Insert Template" feature for years and I use it every single working day. Yesterday it was working fine. Today, on two different browsers (Chrome and Edge), I can select "Insert Template", select the template I want to insert, but
Default ticket template in helpcenter
Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.
Zoho Books bill pay option not available with zoho one
Why isn't Zoho Books bill pay add-on not available for Zoho one customers not even as a purchasable option. I think this is very inconvenient for companies wanting to use this feature all in one system
Access images from form submission in power automate
Images from form submission show up as links in power automate. How do I access the image data?
Add personal Facebook to Zoho Social
Hi. is there any way i can post to my business and personal Facebook and Instagram at the same time when I make or schedule a post?
Need help to evaluate if Commerce is good for me
Hi, I just want to quickly check if Zoho Commerce can fulfill my needs. Here is what I am looking for: - Multi-vendor plateform : We will be 3-4 different farms that will offer similar products (ex. tomatoes) to few selected customers (retaurants). All
Smart Feature Compatibility Indicators for CRM Field
Zoho CRM offers a wide range of field types and advanced customization options. However, several field types have feature-specific limitations that are currently documented only in help articles. For example, while configuring a Rich Text field, admins
Ask the Experts: A Live Q&A Session
Session Closed We've locked this post as the session has ended. We'll see you again in the next session! We’re back with another exciting edition of the Ask the Experts series, this time exclusively for our Zoho Recruit users from the USA & Canada regions!
T&C acceptance gate before estimate Accept, with audit trail
We had to settle a Florida small-claims case in 2025 because we couldn't prove our customer was bound to the venue clause in our Terms & Conditions. The estimate footer mentioned the T&Cs, and Zoho Books logged the customer's IP and timestamp when they
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
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
Show backordered items on packing slip
Is it possible to show a column on the Packing Slip that shows number of backordered items when a PO is only partially filled? I would also like to see the Backordered column appear on POs after you receive items if you didn't get ALL of the items or partial amounts of items. And lastly, it would be nice to have the option of turning on the Backordered column for invoices if you only invoice for a partial order. -Tom
Many Zoho POS Issues
Can not apply credits from a customers account as a form of payment. It shows that you can but there is a bug that does not execute the action. Reported many times. Can not view Sessions from Zoho POS WebView, throws a JQUERY error Workflows and actions
Control Fields on Mobile App
On the mobile app, how do we control which fields appear on the screen for records that have a related list? In the example below I want the Inspection Stage and Inspection Type fields to appear, not the record owner (Dev Admin). I changed the Inspections
预期结果 实际结果 "zmverify.zoho.com" "zmverify.zoho.com."
My domain is tenmokucup.com, I have a TXT record, but verification failed,Please help me, my TXT record is "zoho-verification=zb03390953.zmverify.zoho.com", I have added to DNS. You can confirm it. 预期结果 实际结果 "zmverify.zoho.com" "zmverify.zoho.com."
Adding options in the salutation drop down list (Books)
Hello, I am a new user still in the trial phase so I apologize if I have missed this. I did search the knowledge base and community first. I need to add a "Mr and Mrs" option in the salutation drop down options in Books. I have tried to find the edit
How to make the birthday date field available without the year?
Hello, I wonder if I can have the date of birthday field without the year. A lot of people dont like to say the year they were born.
Google Drive shared folder
My deluge script has stopped working, no longer collecting files from Google Drive - have these connections finally been deprecated ?? They seem to be active but errors occur when updating them ?
Issue adding/changing mobile number for OTP
Hi Zoho Community, I’m trying to add or change my mobile number, but I keep getting this error: “We’re unable to send OTP to this mobile number. Please contact support-as@eu.zohocorp.com” Because of this, I can’t verify my number or continue the setup.
Journal Entries Do Not Show Multiple Entries to the Same Account
Another basic accounting function that Books ... Accountants sometimes write journal entries, debiting and/or crediting the same account in the same entry. This is due to the need to record specific activity in an account when we pull reports especially
How to setup pricing in Zoho
Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,
Work Orders / Bundle Requests
Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of
Windows agent 2026_M06 release notes
Agent Version: 2026.03.19.0 Release date: 21 April, 2026 Major Enhancement: Connect as Individual Active users allowing you to connect to the same computer as different users in different tabs. Internal tool implementation to check for vulnerability in
Windows agent 2026_M05 release notes
Agent Version: 111.0.3.335 Release date: 25 March, 2026 Major Enhancement: Quick Support feature compatibility code released. Code refactoring and removal of old code. Minor Enhancement: Updates to trackpad functionalities during remote session. Calendar
Windows agent 2026_M04 release notes
Agent Version: 111.0.3.334 Release date: 10 March, 2026 Agent stickiness on multiple Windows Desktops to avoid confusion. Various other bug fixes and performance improvements.
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