Recent Topics
Stop automatic email linking to deals after it is closed lost or Won & Done?
How do I closed automatic linking of emails to deal which are closed or Won & Done? This is really important for us because sometimes if a new RFQ comes in the email is gets linked into an old deal which is lost or won and done.
Add Support to Upload Inventory Items with Categories or Enable Separate Upload for Inventory Categories
Currently, Zoho Inventory does not support uploading new items along with their parent and sub inventory categories using the item import feature. This creates challenges for businesses with structured inventory hierarchies when trying to upload items
Problem at new Zoho Function View
I Accepted the new zoho function view and now the page opens in blank and show this message {"code":"TOO_MANY_REQUESTS","details":{},"message":"Request skipped internally for Mitigation","status":"error"} This response is from this urlhttps://crm.zo
Unbilled Items from Purchase orders
Hi, I was wondering if there is a way for me to generate a report for the sum amount of unbilled items in open PO or partially billed PO. this info would be helpful for better cash flow management and for foreseeing any issues for unjustified delays for
Recieving error: "New Record - Cannot be done due to change in form ownership."
Hello all, I create a form via Zoho Forms. If is used so that when a user books a meeting on our website, they are added as a lead in the CRM. Right now, after filling out the form, if I look up the entry, there is an error in the "CRM Status" column.
Multi-currency in Zoho CRM Forecast and Reports
As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales
Anyone have experience with Airbnb bookkeeping on Zoho Books?
I just signed up for the free version of Zoho Books as a first-year Airbnb host. I am just starting my 2023 bookkeeping so I have lots of receipts, statements and such to input. I started to go with Quickbooks, which was admittedly easier because I could
Approval Process configuration is now more flexible and fully customizable
Hello everyone! Approval Process is back with a better user experience that makes it easier to add rules to your processes. This enhancement includes some UI updates that help you create highly structured approval stages—and more. Let's look at the enhancements
Day 1: I signed up, now what?
You created an account in Zoho and tried to set up your business in Zoho Invoice. The setup screens had several fields to fill. In this post, you'll learn about What does an organization in Zoho Invoice mean? How do I create my organization? Is Zoho Invoice
Welcome to Zoho Invoice User PlayBook
Start here. This page walks through Zoho Invoice the way you actually use it. What you'll find Each post takes one everyday situation, answers the handful of questions that come up inside it, and gives you the steps. Nothing assumes you've read the post
Zoho Community Digest - August 2026| Part 3
Hi everyone, and welcome back! Zoho Desk had a big week with six updates spanning Guided Conversations, instant messaging, and the Radar app. Zoho CRM redesigns the Functions experience, Bigin gets three new capabilities including a Related Products topping,
Widget SDK - Mobile Support
I was pretty disappointed to find out today that background widgets using native modal validation simply aren’t supported on mobile. Extension specs: Zoho Books Sales Orders • Background widget • ON_SALESORDER_PRE_SAVE + ON_SALESORDER_PREVIEW • Validates
CNIL - Suivi de Pixel
Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant
Customize Colors used on graphs and charts according to users desire.
It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!
The following place holders were not replaced in this message: %PurchaseOrderURL%
Good day our whole company is facing the same error code of %PurchaseOrderURL% - can you please assist with this issue on how to fix this.
BANK CHARGES
When paying a supplier via credit card we are charged a fee. I process the payment through payments made and then enter the fees in bank charge. However i get this message : Bank charges are applied. Please select a bank account. And it will not let
Roll-up on project created from template
I have a standard project template that I use to generate almost all my projects, and I want to roll-up tasks on a particular project I've just created. Documentation claims i should be able to roll up a new project after it is created, but there is no
CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters
Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced
Feature Request: Add Sort by Cell Color and Text Color functionality
Hello Zoho Sheet Development Team, I am writing to suggest a feature enhancement for Zoho Sheet. Currently, the platform supports "Filter by Color," which is incredibly useful. However, there is no native option to "Sort by Color" (by cell fill or text
RouteIQ for Zoho FSM
Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning
Introducing Pre-Offer in Zoho Recruit
Finalizing an offer is not always a one-step process. Recruiters and candidates often need to discuss compensation, benefits, joining dates, or other offer terms before reaching a final agreement. Managing these discussions outside the hiring system can
Python function + AWS S3 Connection: 403 "HeadersNotSigned: host" - same call works from Deluge invokeurl
Summary Calling AWS S3 through an existing Connection from a Python function always fails with HTTP 403. AWS reports the host header is present in the request but not included in the SigV4 signature. The identical URL and Connection work from Deluge invokeurl.
Deleting unwanted ticket replies
Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply
Introducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
Using workflows to automatically set classification of new tickets
Hello, I am trying to use a workflow to set a classification for a new ticket that is created via an email coming into my desk department. The workflow is working fine if I create a ticket from within desk, however if a ticket is emailed in then this
Bank Feeds - Multiple Orgs / Multiple LLCs
Hi, We are migrating our books over from another service, and trying to connect our bank feeds. We have 3 separate LLCs, and 3 separate orgs in Zoho Books. We want to connect the bank feeds for each entity to each org. However, when we connect the 2nd
Add Comment/Notes to Each Action in Zoho Flow for Internal Documentation
It would be great if Zoho Flow could introduce a field to every action where we can make an internal note about why we are doing something with a specific action. This is especially helpful if more than one person from the organization handles automation
I am facing a problem with an if-else condition
If I use if, else if, and else conditions in Deluge with the same variable name, sometimes the variable causes an error because the same variable name is present in every block
Zoho Lens Feature Update: August 2026
Mobile browser sessions get a sharper look and toolkit We've revamped the session toolbar for a smoother experience and added more capabilities like unified annotations, color picker, OCR, QR/barcode scanner, flashlight, and network performance monitoring.
Zoho Lens Feature Update: July 2026
Get instant answers, mid-session Say goodbye to switching tabs mid-fix. Zia Answer Bot is an in-session AI assistant that lets technicians clarify technical doubts on error codes or compliance measures and get instant answers, right from within their
Zoho Lens Feature Update: June 2026
Better video, even in low-connectivity sessions Zoho Lens now manages your device's resources more carefully during low-connectivity sessions on mobile browsers, keeping video resolution at the best quality your network can support. The result: smoother
Zoho Lens Feature Update: May 2026
Mute audio by default Admins can now mute end user's microphones by default before a session begins. Head to Settings > Preferences and enable the option to turn off the microphone for every session. This keeps every call clean and distraction-free, especially
Zoho Lens Feature Update: April 2026
Introducing Zoho MCP for Zoho Lens Build your own MCP server to connect LLMs like GPT or Claude directly to Zoho's APIs, data models, and actions. For Zoho Lens, this means triggering AR remote sessions, scheduling or rescheduling them, pulling session
Zoho Lens Feature Update: March 2026
Self service portal for customers We just made support requests a whole lot simpler. The self service portal lets your customers submit an issue by just scanning a QR code or clicking the portal link, and get connected to the right technician. AR sessions
Zoho Lens Feature Update: February 2026
Snapshot restoration for disconnected sessions Technicians taking snapshots during a remote assistance session need not worry about losing them if they close the session tab accidentally. Snapshots are restored once they rejoin the session, ensuring support
Zoho Lens Feature Update: December 2025
2D arrows for customer app Customers who join a Zoho Lens session from a device that doesn’t support AR can now add 2D arrows or revert the placement with Undo if it is done accidentally. Support for undo option extends to scenarios where technicians
Zoho broke Client Script with the Quick-Create Client Script
So, Zoho broke Client Script. Most likely inadvertently, but it's broken never-the-less. Prior to the Quick Create client script update, creating a new record using quick create would trigger the parent page on Script(s). It does not any more. So if I
Zoho Lens Feature Update: November 2025
Smarter AR Arrow Scaling in iOS We've optimized AR arrows! They now automatically adjust their size and position based on the distance between your device and the object you're pointing to. This ensures they are always perfectly visible and accurately
Zoho Lens Feature Update: October 2025
API Support for Rescheduling Sessions We've enhanced our existing range of external APIs to provide support for rescheduling already scheduled remote assistance sessions. This update gives your integrated systems more flexibility and control over session
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