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An important update for Zoho Cliq desktop users
The latest version of the Zoho Cliq desktop app (v1.8.0) will no longer be supported on macOS 10.15 Catalina and earlier versions. This is because the framework we use (Electron) no longer supports some older macOS versions. If you’re using macOS 10.15
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 Flow - Zoho Desk trigger "Ticket created or updated" overrides Department
Just in case anyone else has this issue. We had a Zoho Flow with the Zoho Desk trigger "Ticket created or updated". In the trigger I had selected a Department (Sales). What happens is that the Department ID (Sales) is submitted as part of the request
Layout rules in Zoho FSM
As titled, is there an item in the pipeline or an ETA for the implementation of layout rules in Zoho FSM? Similar to how they work in Zoho CRM https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-page-layouts/articles/create-conditional-layouts
2026 Product Roadmap and Upcoming Features
This is your guide to what is coming in Zoho Vertical Studio throughout 2026. We’ll update this post throughout the year as items move from development to release, and as and when new initiatives are added. Once a feature is released, it will be reflected
Introducing Canvas templates: Design once, apply everywhere
Greetings all! We're happy to introduce Canvas templates, a Forms view enhancement that enables you to design form layouts just once and apply them seamlessly across multiple modules. Imagine you use five CRM modules (Contacts, Deals, Leads, and more),
Zoho Projects - Will there ever be a send email feature in Zoho Project?
Hi team, Are there plans to or will there ever be a sendemail feature in Zoho Projects, brining it in line with other similar platforms like Asana, ClickUp and Monday? I know that you can add comments via email to a specific task, but I believe this only
Why cant i see the Campaigns module in my Zoho app
I am on the ZOHO CRM Standard edition. I can clearly see and use the Campaign module when viewing the ZOHO CRM desktop. When I switch to my phone, the Campaign Module does not show. I have gone through all the settings I can think of, but I still can't
📣 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
Always display images from this sender – Is this feature available?
In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several
Set Custom Icon for Custom Modules in new Zoho CRM UI
Displayed sample tracking for multi branch setup.
We have multiple branches and one of the biggest challenges for us to be able to track if a particular item is in display or not. I am shooting in the dark but I am wondering if there is a solution for the following : Each product used for display is
How do I migrate from Office 365 to Zoho Mail?
Check out Advik Email Migration Wizard, this software is specially developed to move mailboxes from Office 365 to Zoho Webmail. In addition you can migrate from Gmail, Yahoo, Rediffmail and 80+ webmail servers to ZOHO MAIL. Isn't it amazing? This is an all in one email migration solution. Steps to export emails from Office 365 to Zoho Webmail are as follows; Run Advik Email Migration Tool in your system. Select Office 365 as source and enter its login credentials. Select mailbox folders and choose
Connection Issues
Morning. Seems like a few of my colleagues that are offsite are having issues with connection to cliq, even when their internet is working perfectly fine and only 1 person onsite has issues. Can you please explain? Thanks
Goals API - Zoho People
Hi Team, I would like to get the API details for retrieving organisation-wise Goals from Zoho People. Currently, I am able to retrieve individual employee goals using the following API: https://people.zoho.com/api/v3/performance/goal/{emp_id} However,
Backorder process review - Automating Removal of Sales Order from "On Hold" When PO is Received
Hello Zoho Inventory Team, Currently, sales orders in On Hold status are released only when the bill for the purchase order is created. In our workflow, it would be much more efficient if the sales order could automatically move out of On Hold as soon
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
Which Is the best online store to buy office furniture in Australia ?
The most important part of your office is the office furniture. Your office is not complete when you have not put the required furniture in place. You need a furniture in your office so that you and your employees have desks, tables, and chairs which
Add "Product Code" as available column and search criteria for Assemblies
Hi Zoho Community. For product (item) assemblies, it would be helpful to be able to create a custom view search criteria that limits the view by product code or perhaps product category. Currently, Product Code is not an available option to display as
What's New - July 2026 | Zoho Backstage
Hello everyone, We hope you’re having an expectation-exceeding event experience! We’ve been hard at work bringing you a bunch of enhancements designed to make event management even easier. Let’s take a look at what’s new in Zoho Backstage. Export delivery
Zoho Mail Does Not Integrate with Analytics
Hello everyone, Just wanted to make a quick post about the problem with zoho mail. Currently it does not connect to Zoho Analytics, which I think is crazy considering both of these applications have existed for a long period of time. Even zoho voice a
Delete Field that is used in a Zoho Flow connection
I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted
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,
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
Data Export is forcing Creation/Modified date just like reports
The data export now forces you to select a created or modified date. There is not an All-Time option. This severely cripples the whole function of data export for audit purposes. If the data export (or reports for that matter), requires a date, there
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.
Zia Agents looks promising, but I still cannot deploy my first agent or connect WhatsApp after weeks of support tickets
Hi Everyone, I am posting here because I am stuck and need practical help from someone who has successfully deployed a Zia Agent with WhatsApp. Zia Agents looks like a very promising product. I have watched the platform expand quickly, and I have noticed
Valid characters for use in email addresses using Zoho's apps/APIs
We have found an issue with the + sign character in zoho subs - we are allowed to create a customer with an email address that has a plus sign but the API doesn't allow the + so the billing portal is not created. We are going to prevent users from using
Feature Request – Per-Channel Pre-Chat Form Controls
We'd like the ability to enable/disable the pre-chat form on a per-channel basis, rather than having a single global setting. On the website widget, asking for name and email before chat starts makes sense. On WhatsApp, however, email isn't necessary
Remove the mandatory Name Card buttons (or at least make them optional)
Please remove the mandatory Name Card buttons (or at least make them optional) A recent change to the Name Card in Zoho SalesIQ (currently affecting WhatsApp) introduced mandatory buttons before a visitor can provide their name. I believe this change
Copy + Paste in Notes: Text color and text background are not retained
I've recently started using Zoho Notebook as an Evernote replacement. When copying and pasting text within Zoho Notes, I notice that the formatting of the text (text color and background color) is not retained when pasting. Only the attributes "Bold"
Need to show discount before total after subtotal
Need to show discount before total after subtotal on my estimate template (see attachment)
Google Ads Data is Publicly available in Zoho CRM
We recently discovered that ALL of the following Google Ads fields are visible to all users in our CRM that have access to either Leads or Contacts modules. Not only is this troubling and inconvenient, it should be unacceptable. It also creates a mess
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
Bounce rates
Where can I see my bounce rates for: 1. Each email I send out, and 2. in total?
Add a Parameter to the ZOHO CRM Deluge sendmail to denote priority (defaulting to normal if unspecified)
Hello! There is a similar thread for Creator out there that is 2 years old, but I'd like to raise it in the ZOHO CRM category as well. Would you kindly update the existing Deluge sendmail function to allow a priority parameter? The parameter should allow
Email outbox is now available in the sandbox
Hello all! Testing emails without visibility has always been a blind spot in the sandbox. With the new Outbox, that gap is closed. You can now view and verify every email triggered from your sandbox, whether it’s through workflows, approvals, or mass
Transform your line of items into line items: ICR can now record your table values as subform values
Enhancement in Zoho CRM Dear Customers, We hope you're well! Zia Vision’s ICR capability can now recognize, extract, and store tabulated values in your subforms. An ideal example is a university application form. It has printed fields and handwritten
is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
Add the ability to Hide Pages in Page Rules
Hi, We have Field Rules to show and hide fields and we have page Rules, but we can't hide a page in Page Rules so it isn't completed before the previous page (And then have the Deny Rules to prevent submitting without both pages completed), we can only
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