Announcing Zoho Analytics 6.0 - An AI Powered Self-Service BI & Analytics Platform!

Announcing Zoho Analytics 6.0 - An AI Powered Self-Service BI & Analytics Platform!

At Zoho Analytics, our mission is to democratize analytics for everyone. We recognize that team members across an organization rely on data to make both simple and complex decisions every day. These tasks shouldn’t require ongoing support from IT and data teams, even for basic visualizations.

That’s why we’re excited to announce the launch of Zoho Analytics 6.0! This powerful new version brings together business users, data analysts, data engineers, and data scientists on a single platform, making data-driven decision-making easier and more accessible for all. Welcome to a new era of analytics!

Data Connectors and Data Management

New Connectors

We are enhancing our existing portfolio of over 500+ advanced analytics connectors by adding more than 25 connectors to this list. These additions cater to big data platforms and business applications, including Yellowbrick, ClickHouse, Dremio, Oracle Netsuite, Databricks, Monday.com, Airtable, Qualtrics, ClickUp, and several others.


Effectively analyze your data from different business applications by using our pre-built reports and dashboards. Additional features in Zoho Analytics like Sync history, Audit History, and Undo Import allow you to manage all data sources, including the connectors.

Sync History

Get a detailed overview of data synchronization activities using Sync history in Zoho Analytics. It helps administrators monitor the status of each sync easily, as successful syncs are highlighted in green, while failed syncs appear in red, along with reasons for the failure and required actions.
Click here to learn more.

Audit History

Keep a full track of user and system activities using Audit History in Zoho Analytics. it helps you ensure security and resolve issues easily, using the timestamps and details of the administrator responsible for each action.
Click here to learn more.

Undo Import Enterprise Plan

Automated imports can sometimes have errors and inconsistencies in data, and this can affect the data quality and the results. The import rollback capability reverts the current data import version to its previous version without affecting the existing data flow and analysis, ensuring data integrity.
Click here to learn more.

Data Pipelines Premium Plan

Set up and create data pipelines to setup powerful transformations on your datasets.  You can create  data pipelines with the no-code visual pipeline builder and perform various transforms on your data like join, append, pivot, and unpivot. 
Click here to learn more.



With Zoho DataPrep license you can also setup end to end ETL (extract, transform and load) pipeline to move data from a variety of applications to Zoho Analytics or other sources.

Multiple Schedule Intervals for Tables

Syncing multiple tables at the same interval, just because they share a source, isn't always optimal. That's why we've introduced flexible scheduling options per connection. Now, each table can have its own unique sync interval, allowing you to better meet its specific requirements.
Click here to learn more.


Stream Data Processing Premium Plan

Now you can use Stream Analytics to analyze the data from live streams. The data can be streamed into Zoho Analytics using API and Google Pub-Sub Push Subscription and can be visualized using Zoho Analytics to get real-time insights.


Data Bucketing

Data bucketing in Zoho Analytics allows you to transform your data into categorical bins, reducing distinct values and simplifying analysis. This feature, now built-in, replaces the need for complex formulas.
Click here to learn more.

Dynamic Image / URL

You can now dynamically associate a URL column with a text column in Zoho Analytics. On associating URL as a link or image, the text column will be either hyperlinked or an image will be displayed alongside the text.
Click here to learn more.

Unified Metrics

Unified Metrics in Zoho Analytics consolidates and standardizes all the metrics (aggregates) from different data sources/tables in a workspace. Now you can promote consistency and avoid duplication of metrics across the tables with ease.
Click here to learn more.

Real-time data sync for Zoho CRM Enterprise Plan

You can now analyze up-to-the-minute CRM data in Zoho Analytics. Zoho CRM users can use the Advanced Analytic connector for Zoho CRM to analyze and visually present real-time data effortlessly.

Dataiku Plug-in

You can now analyze and visualize data in Dataiku ML models using the Zoho Analytics Plugin in Dataiku. Zoho Analytics plugin is now available in Dataiku Plugins page.

Enhancement in Live Connect

Zoho Analytics now allows data sources with Live Connect to be added to workspaces alongside other data sources. Previously, Live Connect sources could not be combined with other data sources in the same workspace.
Click here to learn more.

Visual Analytics

Chart Enhancements

New Chart Types

Zoho Analytics supports 7 new chart types (on top of 50+ existing ones) with extensive customization options to enhance the presentation and interpretation of the data.

  • Sankey charts Sankey charts are ideal for visualizing data flow between nodes and tracking event movement through connected lines. In Zoho Analytics, you can customize node and link colors, adjusting them individually or globally, and set link colors based on source or target nodes. You can choose a basic Sankey chart for simple flows or an Alluvial Chart for complex, multi-stage flows.
  • Racing charts are animated views that are best suited for visualizing the changes in the data over a period of time where the relative ranking of categories is important. They highlight and help comprehend the fluctuations and progression in the data. These types of charts grab the user's attention instantly, providing an immersive experience and helping craft a compelling story about the data.
  • Spark lines are compact charts that show the trends and variations in the data without taking up much space. They are widely used alongside pivot tables and help grasp trends and allow quick comparison of metrics across different fields. Zoho Analytics supports three variations that includes line chart, area chart, and bar chart.
  • Geo Map Layering, add multiple data layers to the geo map to visualize various dimensions of information. This feature includes interactive options for enhanced data exploration.
  • Sunburst charts represent hierarchical data through a series of rings, or concentric circles. Each ring corresponds to a level in the hierarchy. The central or innermost circle represents the root node, or the top-level category. Moving outwards, each subsequent ring represents a subcategory, where the outermost ring is the leaf node. The size of each arc in the ring is proportional to the value of the data.
  • Conversion bar charts show the connected stages of a process and the gradual decrease in data as it moves through different stages of the process. Each stage is represented by a bar, with a step or stair case pattern indicating the shift in values (along with conversion percentage) at each stage.
  • Tree Map is a visualization composed of differently-sized rectangles that represent your data values. This is beneficial when you want to depict the part to whole relationship among various categories.

Interactive Chart Customizations

Experience real-time updates as you customize your chart with the new Chart Settings interface, now available on the right side pane. It provides enhanced customization options with live visual feedback.
Click here to learn more.

Chart Creation as API

Chart creation APIs in Zoho Analytics allow you to programmatically generate various types of charts by customizing data inputs, applying filters, and configuring chart properties. These APIs offer flexibility to create dynamic visual reports directly through code.

Pivot enhancements

Conditional Formatting over other columns in Pivot

This enhancement empowers you to create more dynamic and insightful Pivot Tables by allowing you to apply conditional formatting rules over any column based on the values of another column.
Click here to learn more.

New Conditional Formatting: Color & Icon Bands

Zoho Analytics introduces enhanced Conditional Formatting with Color and Icon Bands in Pivot Tables. This update brings a new level of visual customization, allowing you to highlight critical data points and enhance data comprehension directly within your Pivot Tables.
Click here to learn more.

Data Bars & Waterfall Charts in Pivot

Introducing Data Bars and Waterfall (Bar Range) Charts in pivot tables to analyze complex data sets and highlight key insights directly within your pivot tables. Upgrade your data visualization game with Data Bars and Waterfall Charts in Zoho Analytics. Start transforming your Pivot Tables into powerful storytelling tools today!

Dashboard Enhancements

Add Elements in Dashboard

The Dashboard Designer interface now includes an "Add Elements" section for easily incorporating widgets, text, images, and embedded URLs into your dashboard. Simply drag and drop these elements to add them. The Text element offers enhanced formatting options, while the Image element features a built-in editor for direct image customization.

Enhanced Themes and Background in Dashboard

Want to create stunning dashboards with reports over transparent cards and image as background? Try our new themes and background card effect feature. With wide customization options to improve the visual aesthetics, this helps enhance the clarity of the reports and widgets.

Changing date functions based on Time Slicer

Enhance user interaction on your dashboard by dynamically adjusting the date functions of reports based on the applied Time Slicer. The selected date function and interval in the Time Slicer will automatically update the date functions across all reports within the dashboard.

Customizing the width of Dashboard Designer Area

You can now customize the width of the Dashboard layout to suit your specific design needs.  By setting the desired width, you can also design dashboards that could fit in applications where you are embedding them, ensuring a visually appealing layout.

Widget Enhancements

  • Image support in widgets: Enhance your dashboard’s visual appeal and user engagement by adding custom icons to KPI widgets to convey information at a glance, without lengthy descriptions. You can use the in-built image customization options like changing color, cropping, etc., to cater your needs.
  • Widgets with forecast: Based on your current data trend, get a better understanding of how close you are to your goals by adding forecast value to your widgets.

Export as PPT

You can now export a dashboard as a Microsoft PowerPoint file. The snapshot of each view in the dashboard will be exported as an individual slide.

Copy and Paste Reports in Dashboard

Now you can easily copy and paste the reports in your dashboard from one tab to another.

Interactive Customizations

Global User Filters

Expand the functionality of Global User Filters in your dashboard for deeper analysis with our latest enhancement. You can either select common filters across tabs as global filters or apply the same filter to all tabs when they share the same base data.
Click here to learn more.

Sharing User Filter Presets

You can now share saved user filter presets with other users. Dashboard users can utilize the shared presets or create their own custom presets.

Drill Through

Navigate and view the reports related to the specific data points using the drill through function. You can easily link all the related reports specific to a metric or dimension.
Click here to learn more.

Generative AI Infused Analytics

Diagnostics Insights

Find out the reason 'Why' behind any insight with diagnostic insights. Analyze the key drivers with significant impact and take informed actions based on these insights.


Visual Zia Insights

Zia Insights now provides visual narratives! Visuals help process information far more efficiently than lengthy text descriptions. These visuals facilitate multi-dimensional interpretations like comparison, contribution, distribution, trends and proportions.
Click here to learn more.

Configurable Insights

Customize the insights generated by Ask Zia to focus on the columns of your choice. This feature provides configurable insights tailored to your selected data.


Complex Queries

Ask Zia in conversation mode can now provide you with results for complex mathematical queries to find correlation and trend strength in your data.
Click here to learn more.


Enhancements in OpenAI Integration

  • Increase the accuracy of your OpenAI results in Ask Zia by using your workspace metadata. This can be done by enabling the OpenAI RAG (Retrieval-Augmented Generation) feature in Organization Settings.
  • You can now use OpenAI in Ask Zia conversation mode to create formulas and make data preparation easier by helping you build complex queries. Type your needs in simple language and get answers instantly.
  • Workspace Admins can also use OpenAI integration in Ask Zia.

Ask Zia Bot in Microsoft Teams

Combine the generative AI capabilities of Zoho Analytics' Ask Zia with Microsoft Teams. Get answers to your data queries, access key business insights quickly, predict future trends, and build reports right from within Microsoft Teams with Ask Zia bot. 
Click here to learn more.

Auto Analyze 2.0

Zoho Analytics offers enhanced control over auto-generated reports and dashboards. You can choose from a list of generated reports and dashboards before adding them, and also select which columns should be auto-analyzed.
Click here to learn more.

Zia Suggestions

Introducing the new Zia Suggestions, where you can receive smart chart recommendations during the creation process. Zia provides tailored chart options based on your data, allowing you to preview and apply them with a single click.
Click here to learn more.

Predictive AI

Anomaly Detection

Anomaly detection allows you to easily identify outliers in your data or metrics. You can now create charts that visually highlight these anomalies for quick attention and action. Zoho Analytics uses advanced machine learning algorithms and statistical models to detect outliers. You can also set data alerts based on anomalies to ensure timely identification of vital change in the key business metrics and potential issues.
Click here to learn more.

Influencing Factors in Forecasting (Multi-variate forecasting)

Try our new influencing factors option in forecasting,   that enables you to provide dependent factors for accurate prediction of outcomes. For example, when you forecast a sales metric it will just predict purely based on historical data, but you can get more accurate predictions in forecast by considering influencing (dependent)  factors like marketing spending, sign ups, etc.,
Click here to learn more.

Cluster Analysis Premium Plan

Visualize data grouped as clusters using a variety of ML models (k-mean, k-mode, and k-prototype). Intuitively segment and analyze data groups, for common patterns and affinity.
Click here to learn more.

Data Science & Machine Learning Studio

Auto ML Enterprise Plan

Build custom machine learning models with No-code assistant. Easily train, test, compare, deploy and manage models. Perform feature engineering, parameter tuning and model analysis as you build models.
Click here to learn more.


Code Studio Enterprise Plan

Develop custom models and data transformations using Python code studio. Build them from scratch or import them from other sources. Integrated Python development environment with Zia code suggester for accelerated development.
Click here to learn more.

Platform Extensibility

Linked Workspaces

Linked Workspaces in Zoho Analytics establishes a connection between two distinct workspaces, allowing them to push views from one workspace to another. In this connection, one acts as a primary workspace and the other acts as a child workspace. The views from a primary workspace can be effortlessly pushed to multiple child workspaces with a single click or set to synchronize periodically for automatic updates.

Custom Connector Premium Plan

Build your own data connector for any application using a no-code connector builder. Publish and sell your custom connectors on Zoho Marketplace, if required.

Zoho Flow in Alerts Premium Plan

You can now use Zoho Flow to perform actions in other applications whenever an alert is triggered in Zoho Analytics using Zoho Flow. For example, a ticket can be created in Zendesk based on the alert triggered in Zoho Analytics.

Client SDK

New Javascript based Client SDK to extend & customize the user experience of reports within embedded applications.  You can control interactions like sort, export, user filters, change chart type and other actions with the JS API.

BI Fabric

Create unified BI portals by collating insights from other BI applications such as Tableau and Power BI along with Zoho Analytics. Setup fine-grained access control on the portal for secure access. Unified BI Fabric portal helps in easy access to insights from a centralized portal, breaking the boundaries across BI services. 
Click here to learn more.


Security Enhancements

Zoho Directory

Zoho Analytics integration with Zoho Directory allows administrators to setup single sign-on, Active Directory sync, handle user access management and more.
Click here to learn more.


Access Restriction

Zoho Analytics now offers enhanced security controls to setup fine-grained access restrictions at the workspace level. Apart from the organization level access restriction controls, this new update allows you to setup different restrictions for different workspaces.

IP Restriction

Configure workspace-level IP restrictions for enhanced security and prevent unauthorized access. Previously, IP restrictions were available only at the account level.
Click here to learn more.


Other Updates

UI Enhancements

New Intuitive and User-friendly Interface

Zoho Analytics' new user experience features glass-morphism, offering a modern, translucent design that improves visual clarity. This sleek update makes data visualization more intuitive and user-friendly. 

Right to Left User Interface

Zoho Analytics now supports a right to left user interface. This option is best suited for languages like Arabic and Hebrew that are read from right to left.

Puvi Font Support

Zoho Analytics now supports Zoho's own font, Puvi. You can try this new font from the Profile tab.

Unused Views in Workspace

Views and tables created in Zoho Analytics may sometimes go unused for extended periods due to reduced relevance. These inactive views and tables are now categorized under the "Unused Views" section at the workspace level, helping you decide whether to maintain or remove them.

Share to Slack

Improve collaboration and increase productivity by integrating Slack and Zoho Analytics.You can now easily share tables, reports, and dashboards to Slack users by this integration.
Click here to learn more.


    • Sticky Posts

    • What’s New in Zoho Analytics – September 2025

      Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded

    • Announcing Agentic AI - Ask Zia!

      We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.

    • Invitation-Based User Access in Zoho Analytics

      Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security

    • Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience

      Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you

    • [Webinar] Evolving BI & Analytics in the Age of AI

      Artificial intelligence is redefining how data is collected, analyzed, and leveraged across industries. As businesses strive to become more agile and insight-driven, traditional BI and analytics must transform to meet new demands. AI-first organizations

    • Recent Topics

    • How to customize the colors of the Client Portal login screen and add the company logo?

      As title, how to customize the colors of the Client Portal login screen and add the company logo?

    • Daily updates/fixes and how to see what was changed?

      When I receive the notification that zoho was updated and I need to refresh it. How can I see what was changed or fixed? Sometimes they change things that effect my books and I need to know what they did. For example over this past weekend something was

    • Upcoming Change: Snowflake Username/Password Authentication Deprecation – Action Required

      Hello Users, Snowflake has officially announced that username and password-based authentication will be deprecated by November 2025. You can find the official announcement [here]. If you're using a Snowflake connection in Zoho Analytics to import data,

    • Why should I choose Zoho Inventory vs Odoo?

      Hello there! I have used Zoho in different companies I've worked in, and I have a positive perception of it. I am starting a new import business for pipes, tubes, fittings, valves, elbows, etc., which all have serial numbers, cast numbers, etc., so I

    • Product Updates in Zoho Workplace applications | July 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this July. Zoho Mail Import bookmarks from Pocket Worried about losing your Pocket bookmarks? Don't worry we have got you.

    • PLEASE FIX YOR BUGS

      PICTURES ARE BEING REJECTED DESPITE THEM FOLLOWING THE GUIDELINES ON DIMENTIONS.

    • Kaizen# 204 - Answering Your Questions | Perform Field Updates before Blueprint transition via Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. One of the questions we received through your Kaizen feedback was: “How can I update fields before Blueprint transition and how to prevent a transition based on a condition using Client Script?”

    • Create online meetings for Booking Pages with Zoho Meetings and Zoom

      Greetings, We hope you're all doing well. We're excited to share some recent enhancements to Bigin's Booking Pages. As you know, Booking Pages let you create public pages to share your availability so that your customers can easily book time slots with

    • Filters in audit logs

      Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Previously, there were no filters available to narrow down data in audit logs. Now, we've introduced

    • Enhanced help options in Bigin

      Greetings, We're excited to introduce a new enhancement to Bigin's Help section: a comprehensive Help Options panel that brings together all your support resources in a single, well-organized space. Previously, the Need Help? menu provided only a limited

    • Zoho FSM API Developer Needed

      Hi, I’m looking for a developer with experience using Zoho FSM APIs. Scope: Connect WordPress website booking form to Zoho FSM Check availability (date, time, region) Create Work Orders + Service Appointments automatically Notify both customer and scheduler

    • Revenue Management: #4 What if there are uncertainties in project or service delivery?

      Our previous post taught us how Zoho Billing makes life easy for businesses with its automated revenue recognition rule. However, certain businesses have more challenges that an automated system cannot handle, and there are certain situations where automated

    • This mobile number has been marked spam. Please contact support-as@zohocorp.com

      Bom dia, estou tentando colocar o número 11 94287-6695 e esta com erro "This mobile number has been marked spam. Please contact support-as@zohocorp.com" pode me ajudar, por favor?

    • Feature Request: Ability to Set a Custom List View as Default for All Users

      Dear Zoho CRM Support Team, We would like to request a new feature in Zoho CRM regarding List Views. Currently, each user has to manually select or favorite a custom list view in order to make it their default. However, as administrators, we would like

    • Items Serial Tracking Issue

      We enabled Zoho Items inventory tracking then disabled it after some time now we want to enable it again When I check the missing serial number reports I see one item But I cant see any option to Add the serial numbers Where and how to add the serial

    • Composite Services and Account Tracking

      I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

    • Zoho Payroll integration with Zoho Books - unable to match multiple bank feeds to one wage payment

      For one employee's wage, I make two partial payments. Those bank feed transactions come into Zoho Books via bank integration. I make one pay-run for the month in Zoho Payroll and that comes into Zoho Books via the Zoho integration. Zoho Books doesn't let me match multiple bank feed transactions against a single wage item. Please fix urgently. I can't complete my books because of this.

    • Add Checkbox Selection & Bulk Actions to Delivery Challans Module

      Hi Zoho Team, I’ve noticed that in the Sales Orders module, there are checkboxes beside each entry that allow users to select multiple records for bulk actions such as print, email, or delete. However, in the Delivery Challans module, this option appears

    • Can't be able to check-in in laptop

      even after giving location access still i can't be able to check-in in laptop.

    • Compensation Cess on Coal ₹400 per tonne. ?????

      The compensation cess rate varies by the type of product. And the cess is calculated based on the value of the product without GST. Coal, for example, comes with a cess of ₹400 per tonne. That means that if you sell 2 tonnes of coal that have a value

    • 7 month over zoho book purchase but still not immpliments Golive

      7 month over zoho book purchase but still not immpliments Golive one problems zoho team short out then other problems come still very poor mangments and immliments team . struggling with the templates in ZOHO Books. Especially with the placement of some

    • Average Costing / Weighted Average Costing

      Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.

    • SMS to customers from within Bigin

      Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive

    • How to update/remove file in zoho creator widgets using javascript API

      Hi Team, I have developed a widget which allows inserting and updating records I have file upload field with multiple file upload. Now while doing insert form record, I am using uploadFile API to upload files for that record. I am using updateRecord API

    • Parent & Member Accounts (batch updating / inheritance)

      Hello, I find the Parent Account functionality very useful for creating custom views and reports, but was wondering if I can also carry out batch editing on all members (aka children) of a Parent Account at the same time. Alternatively, can I set members to automatically inherit the values of the parent? For example: We have a chain of supermarkets that buy our products. These supermarkets are all members of a Parent Account in our CRM. We release a new product and all of the member stores wish to

    • Edit Legend of Chart

      I would like to edit the legend of the chart. Every time I enable the legend, I get a very unhelpful (1), and when I try to type to change to what I would desire, nothing happens, which is very frustrating. I've gone through your online tutorials and nowhere can I find a legend settings button. This seems a simple fix, where can edit the legend? Thanks.

    • Extended timeouts for APIs beyond 40secs for to accomodate LLMs

      A 40 second max response time for API calls is fine when connecting to most services, however is unsuitable when dealing with LLMs (ChatGPT/Claude/Gemini) where the response timing is very uncertain. Is there any way to increase this? It would be great

    • Deletion of Zoho Account

      To whom it may concern, Good day, My account has been created incorrectly in Zoho and I am not able to join my Company's Zoho account - attached screenshot for your kind reference Alphatronmarine - Portal Kindly advise procedure to delete this current

    • Workflow for deposit to bank account

      Hello, Is it possible to make a workflow when a deposit is made to your bank account which is coupled to Zoho books? I want Zoho to sent an email each time a deposit is made to our bank account via a workflow. Regards, Steven

    • Marking Retainer invoice paid through Deluge

      Hey Everyone, We have a scenario where we are collecting deposit payments on our website. Now, in zoho books, we need to create a retainer invoice and mark it as paid automatically using deluge just like we can mark normal invoices as paid. I have tried

    • Export Invoices to XML file

      Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

    • Create a new record in custom module vi custom button

      I have zoho books premium plan . I have 2 custom modules in zoho books. 1. Goods Receipt 2. Delivery Order, I need to select multiple records from Goods Receipt and create a new Delivery order from these multiple records. (like multilple sales order into

    • Profile date settings

      At present I have "EEE, MMMM dd, yyyy" but this takes an exessive amount of column space, we should be able to input our own format. I would like to use "EEE, MMM dd, yy" - a much shorter version of the above but with the same abbreviated info, requiring

    • Delivery Method Field in Sales Order Module

      In Books and in Sales orders, the "Delivery Method" field seems to allow for anything to be entered and it seems to store those entries for future use.  When you chose to convert a sales order to a purchase order, the related field is now called "Shipment

    • Editing / Removing stages for pipeline

      Hello, I'm trying to create a new pipeline. I created a new stage and made an error when entering the probability. How can I edit fields in stages that I created? Can I delete these stages from "Add Stages" list?

    • Dynamically Filter User Lookup in CRM Subform

      We have a subform called Pricing Calculator in the Zoho CRM Opportunity module and need some assistance. Current Setup: First column: Picklist (Level) Second column: User Lookup field When a Level is selected, we want the User lookup to display only users

    • change time zone

      can't seem to figure out how to change the time zone of the project

    • Bigin iOS app update: Built-in telephony and RingCentral support

      Hello everyone! We are excited to introduce Built-In Telephony and RingCentral support in the latest iOS version(v1.11.13) of the Bigin mobile app. Once the integration is completed on the Bigin desktop site(bigin.zoho.com), you can choose the Built-In

    • Add Image or Update Image API - for Items Module

      I am trying to add new Items to Zoho Inventory from Zoho Creator. I achieved this using Zoho Inventory Create Item API, but how to add or update the item image from Zoho Creator to Zoho Inventory Item Module?

    • Introducing Booking Pages—a topping for your Calendar Scheduling needs!

      Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequent

    • Next Page