Recent Topics
Customer User Fields for use in Rules
Hi, I would like to be able to add custom fields to the users, such as Department or Role, which can then be used in Rules, Reports, etc. as a condition. A use case is limiting Global lists or Choices based on the users Custom Field, so one form can be
Locked out of MFA due to changing phones
I have been locked out of my Zoho Books account since i changed my mobile phone over. I can get the OTP through the ZOHO Books software but i cant confirm using my phone app as nothing appears to authorise. I need to know how to register/set up my new
👍 Zoho CRM's Notes now gets Reactions and a new look
Available in SA and JP DCs. Rolling out to other DCs in phases. Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records. Now with Note Reactions, users can quickly acknowledge updates, express
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
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
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,
Payroll needs to automatically remit taxes, not just give me the calculations
Wagepoint, PayEvo, Waveapps, etc... All your competitors deposit employee payroll, but they ALSO remit taxes automatically. Get with the program, your Payroll app is extremely sparse.
Creating new Teams meeting from CRM doesn't enable Team functions in the meeting
Hi I'm trying to set up the meeting integration and I've seen that when I create a Meeting in the CRM and set the location to Online and the Provider to Teams, and complete the boxes, add a participant etc, whilst the meeting is created in Teams, the
Approval Process configuration is now more flexible and fully customizable
The Approval Process is back with an improved user experience designed to make it easier to build structured, flexible, and intuitive approval workflows. Here’s a look at some of the key enhancements: Name Your Rules & Stages You can now give each approval
Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
Introducing Approval SLA for Approval Processes
Approvals can sometimes be delayed when approvers do not respond within the expected timeframe, which can slow down your recruitment processes. With the new Approval SLA in Zoho Recruit, you can set deadlines for approval requests and define automated
Introducing Microsoft Word Integration in Zoho Contracts
We are excited to announce a new feature that brings contract authoring and negotiation in your familiar environment — the Microsoft Word Integration. What This Integration Brings The Microsoft Word Integration connects Zoho Contracts with the Microsoft
Map My Client Locations for Zoho CRM Extension: Turn CRM Addresses Into Action
Hello everyone, Your CRM knows who your customers are. Now, see where they are on the interactive map directly from Zoho CRM. Introducing Map My Client Locations for Zoho CRM, an extension built for businesses that rely on sales visits, field service,
Scheduled and Automated Report Delivery from Zoho Projects
Zoho Projects has useful reports including task reports, timesheet summaries, and workload charts. However, there is currently no way to schedule these reports to be automatically delivered to stakeholders on a recurring basis. This means: Project managers
Collaborate Visually with Whiteboard in Zoho Projects
Whiteboard in Zoho Projects allows you to collaborate visually by creating diagrams, annotating designs, and sketching project workflows using shapes, text, and images within project modules. Team members can work simultaneously, improving productivity
Fields in MS-Word Template
With the new MS-Word integration, how does one create fields in an imported MS-Word document which can then automatically be populated with an Intake Form?
Zoho Bookings Flow Step not Triggering on Appointment booked
I noticed yesterday that my appointment booked flows were not triggering when we had booked appointments in Zoho Bookings. I checked the trigger and noticed the trigger values updated to be defined to a workspace and service event rather than our whole
UCP: Why We Killed the Multi-Portal Mess and Simplified Customer Self-Service
Let's talk about the multi-portal mess nobody wants to admit that it exists. Your customer needs an invoice from one app, wants a ticket update from another, and has a project waiting in a third, each behind its own login, its own UI, its own "was it
Zoho Tables is now available in Zoho One!
Hello Zoho One users, We’re excited to announce that Zoho Tables is now included as a part of Zoho One suite! As teams grow, managing projects, approvals, inventories, campaign trackers, and operational workflows across multiple spreadsheets become difficult.
Zoho Publish is now available in Zoho One!
Hello Zoho One users, We’re excited to announce that Zoho Publish is now included as part of the Zoho One suite! As businesses grow, managing Google Business Profiles across many locations becomes challenging. Business information needs to stay accurate,
📣 Ask the team behind Zoho SalesIQ: Summer '26 Q&A
Hi everyone! Following our recent webinars, Summer '26 Release: What's New in Zoho SalesIQ—where we walked you through all the new features, what they do, and how they work—and Driving the AI Evolution: Building Smarter Customer Experiences with Zoho
Upcoming update to field values in Zoho Books - Zoho Analytics integration
Hello Users, We'd like to inform you of an upcoming update to the tax_category values in the Zoho Books integration for Zoho Analytics from October 20, 2026. What's Changing? tax_category field values are being renamed to align with the conventions already
Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!
We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode
Kaizen #259 - Working with Zoho CRM APIs using zoho-crm skill
In the previous Kaizen, we introduced the zoho-crm skill and discussed how it can work with different CRM developer capabilities. The zoho-crm skill makes it easier to work with Zoho CRM without having to remember every API endpoint, request structure,
How can I populate dropdown data with information from another source or app?
I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?
Zoho Community Digest - September 2026 | Part 1
Hi everyone, and welcome back! September opens with a strong set of updates. Zoho CRM brings workflow automation down to the subform row level and ships a new SKILL.md for AI-assisted development, Zoho Desk introduces conditional branching with Automation
Tip #88 – Manage Incoming Support Requests Efficiently with the Service Queue – 'Insider Insights'
Hello Zoho Assist Community! Not every team has a dedicated IT department or a fully built-out sysadmin setup. For smaller teams, when something breaks, there's no internal ticket system to log into, no helpdesk queue to route through, and no clear way
Delete CRM Portal
How do I delete portals from my CRM? I created one just to test, it is not in use and is disabled but it's existence is preventing me from marking fields in modules as "required" unless I make it 'read/write' in the portal first. I'd rather just delete
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, and Self-Billed Credit Notes and Debit Notes
Calendar invites from Contacts not being assigned to Account in CRM
Hi all It's that time of year again when I try to get calendar and meetings sorted in CRM. I have two way sync enabled. I have the option set to check for customer meeting invitation mail and to add them as meetings. However, whilst those meetings show
Kaizen #258 - Getting Started with zoho-crm SKILL.md
Howdy tech wizards, Welcome to a fresh week of Kaizen. This week, we are taking a look at the zoho-crm SKILL.md, an Agent Skill designed to help AI coding agents work with Zoho CRM’s developer capabilities. What is zoho-crm SKILL.md? The zoho-crm skill
Zoho Tables is now live in Australia & New Zealand!
Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables
Dashboard/Component filter by probability
Hi all Can I request the ability to add a Component or Dashboard filter for Deal Probability? Would be useful to be able to see data of deals more than 60% probable. Olly
Stock (on-hand) Items not updated after using Composite items
Hi there, I created a Composite item (consist of 3 items). After I created the Composite item, I invoiced it and shipped the items. However the actual stock on hand of the 3items didn't change at all. Have you guys encountered this? Thank you Regards,
Is there a way to show contact emails in the Account?
I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
Important changes for users with Zoho accounts in the UAE and other Data Centers
What's changing? Previously, the same email address could be used to create separate Zoho accounts in both the UAE data center and another Zoho data center (such as US, EU, IN, AU, JP, CA, SA or SG). With this change, an email address can be associated
Conditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help. Moderation update: Multi-select picklist fields are now supported in Layout Rules. Additionally, Layout Rules is now available in the Professional Edition. These updates have
Zoho Marketing Automation WhatsApp Campaign Import Sync for Zoho Analytics
WhatsApp is a critical channel in modern marketing, yet WhatsApp Campaign metrics from Zoho Marketing Automation currently cannot be natively imported into Zoho Analytics via the default advanced analytics connector. Integrating this into the standard
merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory
HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .
Is there a CRM Deluge function available to convert an RTF (rich text field) to plain text (with no formatting tags)?
I know that we can run reports so that RTF fields can either show as plain text or the text or the text with the formatting fields included (which is wonderful, btw, as it helps me adjust tags when I need to troubleshoot and just see what I need to see
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