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• QR code and barcode scanning for mobile apps

  Hello everyone, In our past mobile apps forums we have discussed a few of our Zoho Forms mobile-specific features. Today we'll shed some light on the QR and Barcode scanning feature, available for both Android and iOS devices. QR code and Barcode QR code (Quick Response code) and barcode are machine-readable codes, which are scanned to reveal the information in them. When your users have an information as a QR code or a barcode, you can get them in your forms with a quick scan from their mobile device.

• Discover your form submitter's whereabouts using Geolocation

  Hello everyone, Want to know where your forms are filled the most in a country, and which regions gives you the highest number of form responses? Zoho Forms brings you the solution. Just collecting basic information from your respondents is old-fashioned. Now we give you the new way to discover more relevant information about your respondents with Zoho Forms' Geolocation feature. This feature is available for both iOS and Android apps. When a user submits a form, you will get the exact location of

• A year in review: Mobile app highlights of 2020

  Hello fellow form builders, 2020 was yet another transformative year, and it's time we take a quick rundown on the highlights. And make sure to keep reading to the end of the post, when we'll give you a sneak peek of what's to come in 2021!   As a team,

• Your Forms Can Now Scan And Fill In Data: Introducing Business Card Scanning For iOS Mobile Devices

  Hello everyone, Getting someone's information in your forms used to require them to input data manually in each field. Not anymore: Introducing business card scanning in Zoho Forms for iOS mobile devices.    Users can now fill in forms by just scanning their business cards. Data on the card gets auto-populated in the appropriate fields: Name Address Email address Phone number Website For example, suppose you need your submitter's data for a conference registration form. With a quick scan, the form

• 2019 in review: A look back at the Zoho Forms Mobile App

  Hello fellow form builders,    As we wrap up 2019, it's time to revisit what's happened this year in the world of the Zoho Forms Mobile App and give an outline on what's coming up next year. First things first. We want to say a big thank you for your continued support and constant feedback - keep it coming! 2019 has been tremendous for us as we continued to explore new ways to bring ease and power to mobile teams.    Here's a quick rundown of what 2019 offered!  What to expect in 2020?  We are entering

• Recent Topics

• Address Typeahead Extension for Zoho Books

  I installed the Address Typeahead extension for zoho books but when I went to configure it, it said that that version was deprecated. Is there a newer version somewhere?

• How to create a new Batch and update Stock via Inventory?

  Hi everyone, We are building an automation where a user enters batch details (Batch Number, Mfg Date, Expiry, and Quantity) into a Custom Module. I need this to trigger an API call to Zoho Inventory to: Create the new batch for the item. Increase the

• Zoho Projects : Task should auto-update to 'In Progress' if timer started

  Namaskaram. Right now, if a Task's timer is started, the Task stays in 'Not Started' status. One has to manually update it to 'In Progress'. From a #uxdesign standpoint, it is an unnecessarily two step process to start working on a task. It would be better that, if I start the timer on a task, it should automatically change to 'In Progress' status. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ Customers

• Invoice template with sales tax totals

  Hi everyone,  I am trying to edit my invoice template so that only the total sales tax collected for my tax group shows up. Right now, under by sub total, each individual tax shows up and that takes up a lot of unnessary space, so I just want the one

• Zoho Delayed Posting & Loss of Article Thumbnails on BlueSky

  Hello! I am wondering if anyone else has had the either of the following issues when posting to socials via Zoho and if there is a fix? 1. Post says it is scheduled or it is live when sent off via Zoho but it doesn't show up on socials till some time

• Connection Not Secure (Certificate Mismatch) Error

  Hi, Just a fyi, when you go to https://bigin.zohocloud.ca/bigin/Home you get a "Your Connection Is Not private" error. (Certificate mismatch to domain.) I get to that page after I have signed up and signed in as a customer and select the Access Bigin

• 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. Latest

• Recording the Investment

  Hello, - One Investor Invested to our company, So how do we record investment which we received in our bank in the Zoho books ? - How do we record if we provide shares to the investor in the Zoho books? Thanks

• 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

• Client and Vendor portal at the same time

  We have companies that serve both as clients and vendors and they are linked. However, we have a problem giving them access to the vendor/client portal. If they accept the invitation from the client portal, when we try to invite them to the vendor portal

• How do you print a refund check to customer?

  Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

• Integrate Multiple ZohoBooks organization with zoho projects

  We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to a

• ZOHO CRM Button Integration

  Hi Team, I’m currently working with Zoho CRM along with a custom application where I fetch deal details from the CRM and use them based on my requirements for each deal. Now, I want to enhance this setup. I plan to create a button on the Deal Detail page

• Ways to calculate the difference form two years or months

  Hi to everyone I have this request: I need to show the difference or variation from two periods (years or months) whether using a Pivot View or a graph, in this is case is better in a Pivot view. In the pivot view I will have the amount or results from

• Zoho CRM strips whitespace in text fields

  When editing field text with multiple spaces: CRM - both UI and API trim / compress the whitespace to a single space when saving: Is this known / expected / documented behaviour?

• Career site URL - Suggestion to modify URL of non-english job posting

  Hi, I would like to suggest making a few modification to career sites that are not in english. Currently, the URL are a mix of different languages and are very long. It makes for very unprofessional looking URLs... Here is an example of one of our URL

• Uplifted homepage experience

  Editions: All editions. Availability update: 17th February 2026: All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions) 23 February 2026: JP (All Editions) | AU, CN (Free, Standard, Professional editions) 27 February 2026:

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• How to update "Lead Status" to more than 100 records

  Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

• Introducing Contract Settings & Backdated Contracts in Zoho Contracts

  We are rolling out updates that give you more control over how contracts are created and managed in Zoho Contracts. From defining default workflows with Contract Settings to aligning agreements with real timelines using Backdated Contracts, these enhancements

• Celebrating our customers on International Client's Day

  Hi everyone, Every customer is part of our Zoho Desk family, and we wouldn’t want to miss celebrating you on this special day. This International Client's Day, we’d like to take a moment to appreciate every customer who has helped us grow and build meaningful

• Zoho Books | Product updates | February 2026

  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting

• Faster Ticket Response with use of Snippets in comments

  Hello everyone, Responding to tickets often involves repeating the same messages, whether it is sharing updates with customers or leaving notes for internal collaboration. To make this easier and more consistent, we are allowing agents to use snippets

• Improving Zoho Creator's email deliverability

  Hi all, We're pleased to announce updates to email handling in Zoho Creator to improve the deliverability of the emails sent from the Creator platform. These updates have been designed keeping in mind the fact that emails from domains with strong sender

• What's New in Zoho Billing | February 2026

  February brings a powerful set of updates to Zoho Billing, from smarter subscription management and flexible payment options to better reporting and more control over your hosted pages. Here's everything that's new this February. Create Subscriptions

• Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

  Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—

• Reassign Partially Saved Entries

  Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to multi-select and be able to reassign them to another user to complete (Such as when a user has left the company). Thanks Dan

• Enhancement to ICR’s field prompting: Preferred data extraction using advanced field prompting

  Dear Customers, We hope you’re well A quick background Intelligent Character Recognition (ICR) comes as part of Zia’s optical recognition capability called Zia Vision. When we introduced it last April, the data extraction was training-based and was applicable

• Can we rely on order of returned ids when inserting multiple records?

  Hello! API https://www.zoho.com/crm/developer/docs/api/v8/insert-records.html does not mention that the response array will match the input array*, keeping this important information implicit and someone might have doubts to rely on it. (*the response

• Displaying only unread tickets in ticket view

  Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that

• What is a realistic turnaround time for account review for ZeptoMail?

  On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still

• Best Way to Manage Approvals Within Blueprint Stages?

  Hi, I am working on a requirement involving Blueprint and approval logic in Zoho CRM and would appreciate some guidance. I understand that approval processes do not trigger when a record is currently within a blueprint, which makes it challenging to implement

• Zoho Books: tax is not automatically pulled from product-data anymore - why?

  Hi, until a short time ago, you could set a default taxrate for each product/item. This taxrate automatically appeared each time the item was chosen in an invoice or quote. Why does this not work anymore? The field is still there at the product record,

• Issue creating a YTD report with last years numbers

  I am looking to create a widget to compare the YTD leads we have in 2023 to the YTD leads we had in 2022. I'm having issues with the aggregate formula creation to gain access to the 2022 Leads YTD data point. Feeling like this is a common view of data

• Brand Studio Projects in Analytics

  Hi All, Currently pulling my hair out over trying to link together some social media posts for a reporting dashboard in Analytics, so I thought I'd see if anyone on here had a solution. Our Marketing Team created a LinkedIn campaign in Zoho Brand Studio,

• Manage Testing Process in Zoho Sprints

  Agile framework supports a robust quality assurance system that incorporates continuous testing throughout the development lifecycle of the product. The agile testing team focuses on planning the testing around the development, identifying defects early

• Announcing the Zohotshots of the ZDC Hackathon 2025

  Hey everyone, The wait is finally over! After weeks of building, experimenting, and pushing creative boundaries, we’re excited to announce the winners of the second edition of the ZDC Hackathon. This edition brought together an incredible community of

• Major journey crash and not loading. Zoho Marketing Automation

  Hi all. Last night (19MAR, 2026) Marketing Automation for a specific journey completely crashed, and since the crash the specific journey has failed to load at all (blank journey canvas, no journey appears, no menu accessible) but other separate journey's

• CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

• Dynamic image in form works in the app but not on the customer portal.

  img = frm_Fichas[ID == input.Nombre].Foto; imgno = Nophoto[ID2 = 1].Image; if(len(img) > 1) { img = img.replaceAll("/sharedBy/appLinkName/",zoho.appuri); img = img.replaceAll("viewLinkName","Fichas_de_personal_public"); img = img.replaceAll("fieldName","Foto");

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