Zoho CRM Community Digest - September 2025 | Part 2

• Topic Participants

• Swetha S

  

• Sticky Posts

• 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

• Q3 USA ZUG Meetups - Build AI Agents with Zoho

  Hi everyone! What if you could build your own AI agent from scratch in just one session? That's exactly what we're going to do at the upcoming ZUG Meetups across the United States, where you'll get hands-on experience with Zia Agents and explore how AI

• Zoho CRM Community Digest - May 2026 | Part 1

  Hello Everyone! This edition introduces the new centralized Zoho Announcements Hub, a single dashboard designed to let you track and filter live product roll-outs from across the Zoho ecosystem. Alongside the Announcements Hub, this month also features

• Zoho CRM Community Digest - April 2026 | Part 2

  Hello Everyone! We're back with Part 2 of the April Zoho CRM Community Digest to wrap up our monthly roundup. This week, the spotlight is on smart database connections, proactive error tracking, and optimizing subform line items without breaking your

• Zoho CRM Community Digest - April 2026 | Part 1

  Hello Everyone! April brought a lot to unpack! From a long-awaited field renaming update to MCP (Model Context Protocol) support that lets AI tools talk directly to your CRM, the first half of the month was packed with updates. The community had some

• Recent Topics

• Months of WooCommerce–Zoho Inventory sync failures and repeated support requests – has anyone experienced this?

  Months of WooCommerce–Zoho Inventory sync failures and repeated support requests – has anyone experienced this? I run a small retail business using WooCommerce and Zoho One. For months, I have been trying to resolve recurring synchronisation failures

• Name autocomplete

  Hi, During searching emails the web tool does not always propose the auto-completion of the saved emails. As a result I either have to go to contacts and look up the exact email, or the exact full name including the middle name and any dots, which is

• How to Manage Two GST Numbers / Two Companies in a Single Zoho Inventory Organization?

  Hi Team, We currently have two separate legal entities: A Proprietorship Firm with its own GSTIN A Private Limited Company with a different GSTIN However, operationally, both companies deal with the same products, and we would like to manage the physical

• View Cannot Use UPC as Criteria

  When creating a new custom view, the UPC field is not available as a criterion for the view. This seems strange, because both ISBN and EAN are available in the dropdown. Because of this, I feel like the situation is possibly an oversight rather than by

• How To Implement an Auto-Check-out Feature for Attendance?

  If an employee forgets to check out, the system should automatically check out the employee at 6:30 PM

• 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

• What are the best practices for managing tax records and financial information for a small business?

  I’m interested in learning how other small business owners and accounting professionals organize their financial records and prepare for tax filing. With bookkeeping, expense tracking, income records, and tax documents all needing to stay accurate, having

• How to Open Google Takeout and Thunderbird MBOX Files?

  MBOX files are used by email clients and services, such as Google Takeout and Mozilla Thunderbird, to store email messages. It can, however, be difficult to open such files if you don't have an email programme that is compatible. Google Takeout enables

• Convert MBOX to PDF Free on Mac and Windows

  MBOX files are widely used for storing email messages in email clients such as Thunderbird, Apple Mail, and other programs that support the MBOX format. Although this format is useful for handling emails, it can at times be inconvenient to access the

• How to Convert Apple Mac Mail to PST for Outlook for Free?

  Apple Mail is a widely used email program among Mac users, but what do you do if you want to transfer your emails to Microsoft Outlook? In such a situation—for example, when you are moving from a Mac to a Windows computer or when you need to use Outlook

• Cannot apply tags to multiple items at once

  It is very frustrating needing to apply tags to notes individually. Even worse that it takes multiple clicks to do it. Can there please be an update to: 1.) Allow us to apply tags to batches of notes in one go. 2.) Make it less clicks to add a tag 3.)

• Automating CRM backup storage?

  Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

• not able to convert pdf to jpg and other forms and vice versa.

  i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.

• Changing an existing item to different accounts & inventory-tracked

  Hi everyone, I have an item in Zoho Books that was originally set up as a non-inventory item. Over time, I associated it with different sales and purchase accounts, and I now have many invoices, bills, and reports that use this item. My business process

• Address limits per customer by edition

  I’m on the Standard edition and have reached a limit of 30 addresses under a single customer. Before I move to an annual Professional subscription, I need to confirm the following: What is the maximum number of addresses allowed under one contact, and

• How to Convert Emails to PDF Format in Batch

  It is helpful to convert emails into PDF format when you want to save important messages, when you need to share business correspondence, or when you wish to keep email records for future reference. PDF files can be readily opened, printed, and shared

• Function #24: Automatically display deal name from Zoho CRM on quotes in Zoho Books

  Deals allow businesses to organize and visualize their sales pipeline. This provides a clear overview of all potential opportunities and helps in making informed decisions. Zoho CRM empowers you to create deals or potentials for your clients and monitor

• Lookups and Custom Modules

  I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationship

• Zoho Books | Product updates | October 2026

  Hello users, October brings a range of new features and enhancements to Zoho Books, designed to simplify compliance, streamline accounting workflows, and improve inventory management. From the launch of the Nigeria Edition and France’s e-invoicing capabilities

• Create custom rollup summary fields in Zoho CRM

  Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

• Button or Links order

  Is there a way to re-order the buttons or links that are created? Moderation Update: With our recent enhancement to custom button creation from the layout editor, administrators can now reorder custom buttons directly from the layout editor, and this

• Zoho Books | Product updates | August 2026

  Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,

• Bulk updating tags

  My organisation handles a number of restricted funds. We previously did this by having a chart of accounts where each restricted fund has its own income and expense accounts. However, our accountant changed this, moving all transactions into accounts

• Download or Backup Bulk Emails from IMAP Server

  Taking email messages from an IMAP server and saving them is a wise method for ensuring that important emails are kept safe and easy to access. No matter whether you have a business email address or a personal mailbox, keeping a local copy of your emails

• Zoho Writer Label Template Merge/Print Via API/Webhook/Flow

  Short version of goal: To be able to kick off a Zoho Writer Label Template Document via API or Webhook or even using Zoho Flow. As of right now I have been unable to figure out a way to do that. Long version of goal: We would like to press a button (run

• Kaizen #263: Using Zoho CRM Skill to Build Widgets

  Hello everyone! Welcome back to another exciting Kaizen post. In the previous Kaizen posts, we introduced the zoho-crm skill.md and explored how it can help with Zoho CRM APIs, Client Scripts, complex COQL queries, and Skill to build Queries. In this

• Zoho notebook No login

  Hello Team, I recently downloaded and installed the latest version of zoho notebook for windows. But I am not able to login without providing any sso or email address. Did you removed the no login feature for this app? This is just a windows app. can

• Search is completely broken for PC

  I go to note, try to search for "mtga" and it shows 702 results (it's a big note), highlights all letters "m" and I can't find anything. Same for "gathering" - it thinkgs I think only for "g". Looking for "zoho" shows as if I searched only for "z". Using

• Losing description after merging tickets

  Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.

• Behind a great customer experience is a team

  Hi everyone, October is here, and the first week marks the Customer service week. Each year, we thank our customer service professionals. Service professionals are all around us, even in our own workplaces: They handle essential administrative work like

• What's New - August and September 2026 | Zoho Backstage

  Hello everyone, August and September bring a fresh wave of intelligence to Zoho Backstage. AI takes the spotlight with tools that help you create content, support attendees, and manage how AI fits into your events. Alongside AI, we’ve refined email communication,

• Images Not Displaying Properly in Zoho Desk

  Hi, We are experiencing an issue with image rendering in Zoho Desk, affecting both incoming and outgoing emails. Images embedded in email conversations are not displaying properly. Instead, we see broken image icons or empty placeholders where the images

• 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

• Widget Height were destroyed

  All widget heights in the Details Canvas view are broken. Moderation Update: This is a known issue with widget heights in Client Script popups and flyouts. A fix is in progress, and this post will be updated once it's released.

• Zoho Projects - Has something changed regarding to linking Projects and Deals via the API?

  I am trying to link Zoho Projects to Deals in CRM using the API, but each time, the Deal Contact is added as a Client user and receives an email invite asking them to join the organisation. These are internal projects and the customer should not have

• How long does it take to review campaigns?

  Hello Zoho, i scheduled my campaigns yesterday afternoon and it has been under review for over how many hours and those campaigns were supposed to be out yesterday so new ones can go out today. Is there something i'm doing wrong?

• Convert MSG to PDF in Bulk with Attachment Free

  Microsoft Outlook saves each email as an MSG file, keeping with it key information like the sender, the recipient, the subject, the date, the body of the message, and any attachments. It can, however, be quite difficult to access a large number of MSG

• Using Mail Merge Template to Print Documents with One Subform Record's Fields per Document

  Hello, We have a Mail Merge template created in Zoho Writer which is not able to perform the functionality which is currently required to automate the documentation task portion of our process. The CRM module we are primarily using is based on a "Loans"

• Convert MBOX to PST File Using Free Methods

  MBOX is a mailbox format that is used by various email clients and services, such as Thunderbird, Apple Mail, Eudora, and Google Takeout. Yet, in order to be able to open your MBOX emails in Microsoft Outlook, you have to convert them from MBOX to PST

• Zoho Community Digest - September 2026 | Part 4

  Hi everyone, and welcome back! The final week of September brought a revamped Books integration in Zoho CRM and Zoho Key Service for LLM access without API keys, Zoho Creator's audit trail becoming a full enterprise-grade auditing system, and Zoho One

• Next Page