NFC Support
Hi, I would like NFC Support like Zoho Creator, to pre-fill field values by scanning an RFID device. Zoho Creator NFC here: https://www.youtube.com/watch?v=F4JoMWnF82I Both on a Field's User Input (Mobile Apps), in additon to QR Code & Barcode today,Custom Roles & Granular Permission Control in Zoho SalesIQ
Hello Zoho SalesIQ Team, We appreciate the functionalities offered by Zoho SalesIQ, but we would like to request a crucial enhancement regarding user roles and permissions. Current Issue: At present, Zoho SalesIQ provides fixed roles—Admin, Supervisor,Kits: Option to Hide Associate Items on Documents
The new Kit type of Composite Item is very helpful, and we're already using it in several different ways. One problem is that there seems to be no way to hide the components on some documents, including Package Slips. There is an option given in settingsUsing email "importance" as workflow-criteria
I'd like to set up a workflow that triggers if an incoming email has been flagged as "high importance" but I'm not seeing any way to do that. Hopefully I'm just missing something obvious...?Is it possible to Bulk Update 'Product Name' in Zoho Desk?
Is it possible to Bulk Update 'Product Name' in Zoho Desk? I cannot see that option now. Kindly help how we can do it.Customer Payment
Seprate voucher required for cash and bank .You can not authorized any one to enter cash payment .In statement clearly shown is it bank receipt or cash recipt .Allow Equity Accounts to be Used for Expenses
Currently, when entering an Expense or Bill, the Expense Account (account to be debited) allows for accounts in any of these categories to be chosen: COGS Expense Other Current Liability Fixed Asset Other Current Asset Noticeably missing are Equity Accounts.Override Auto Number field?
We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations whereTrigger for Validation Rules
Currently in Zoho CRM we can set a trigger for workflows, blueprints etc in a custom deluge function But Validation Rules are missing For example if I run a custom function to update a record, it bypasses the validation rules It would be really beneficialAutomatically Hide Unauthorized Sections from Agent Interface in Zoho Desk
Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request regarding the user experience for agents in Zoho Desk who do not have permission to access certain sections of the system. 🎯 Current Behavior At present, when an agentFormula Fields inside of Blueprint Transitions
We would like to have formula fields inside of blueprint transitions. We type in currency fields and would like to see the result inside of a formula field. Our use case: Send out a price for XY 1. Filling out cost fields 2. See gross profitA way to create kits (groups of items) that do not require bundling and are added to an order as the individual items
We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group ofAllocating Salesman To Customer
Hello, please add a feature to allocate a salesman to a particular business customer/account. RegardsTabular View Report | Scale To Fit Screen
Please add the option to scale Tabular View reports to fit the screen. I constantly have to adjust the column size of Tabular View reports to fit various screen sizes and it just looks messy. You can see in the screenshot below there is a blank gap afterTip 31: How to make a field in a Zoho Creator form mandatory based on criteria
Hi folks, I'm sure most of you are familiar with the Mandatory property available in our form builder. It enables you to ensure that your users enter an input in a required field. If they don't enter an input in that field, they'll be unable to submitBulk update account type when adding a bill
Hi I've only been using Zoho Books for a short while but I'm impressed so far, keep up the great work. One minor issue I'm coming up against is when creating a new bill from a scanned document (supplier invoice). In some cases, the supplier invoice couldHow do I modify the the incoming/current call popup? I can modify other call pages but not that one.
I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the mainCanvas: Add Sections to Detail View
Currently it is only possible to add fields to a canvas detail view. This makes Canvas hard to maintain, because everytime we add a field to our system, someone needs to go into the canvas view and add it there as well. This leads to additional work andSent items with shared folders
Hello, this is in some way in between a problem and an idea. When sharing folders (which is actually not any close to a shared mailbox...) the person which the folder has been shared with can access that folder and can send emails when delegation isAdd Usage & Voting Analytics for Knowledge Base Articles in Zoho SalesIQ
Dear Zoho SalesIQ Team, We appreciate the current integration between Zoho Desk and Zoho SalesIQ that allows knowledge base articles to be synced and displayed to users directly within the SalesIQ chat interface. One valuable feature already availableReal-Time Alert or Status Indicator for WhatsApp Connection Issues in SalesIQ
Hi Zoho Team, We’d like to request a feature enhancement in Zoho SalesIQ related to WhatsApp integration stability and visibility. Recently, we encountered a critical issue where our WhatsApp bot stopped responding to messages without any warning or alertCustomization of Chat Transcript Emails in Zoho SalesIQ
Hi Zoho SalesIQ Team, I hope you're doing well. We would like to request the ability to customize the email template that is sent to clients when they request a chat transcript from SalesIQ. Currently, when a client clicks the button to receive theirMulti-Card Selection and Cross-Zobot Copy-Paste Functionality
Dear Zoho SalesIQ Team, We’d like to suggest a productivity-enhancing feature for the Zobot builder in Zoho SalesIQ: the ability to select multiple cards (modules) at once using a selection area, and then copy-paste them either within the same canvasAbility to Initiate WhatsApp Template Messages in Zoho SalesIQ Without Preexisting Chat
Hi Zoho SalesIQ Team, I hope you're doing well. I understand that with the WhatsApp integration in SalesIQ, clients can contact us via WhatsApp, and we can use WhatsApp templates to send messages outside of the 24-hour window by reopening an existingHelp Needed with Creating Close % Reporting
Now that our company has a good data set to work with we want to use ZCRM reports ways to track the performance metrics we have established. Specifically, I want to be able to calculate closing % for individual salespeople and individual support people.Delivery Note Delivered item must be reduce in inventory stock
When I create any Delivery note with product like mobile In our stock if it was 10 Unit I sold thru invoice, 4 unit And thru Delivery note, 2 Unit and I also change Delivery note status as delivered So in my stock it should display remaining 4 unit But write now it display 6 unit only. Please help me for that Because when I creating new invoice it display 6 unit in stock but actually in my physical stock its only 4. So I miss guide with stock displayTrigger a field rule when Choice Availability reaches 0
First of all, thanks for shipping the new Choice Availability counter. It solves the basic “stop over-booking” problem. What’s missing, though, is a way to react when an option is sold out. Right now we can only disable/hide the choice; we can’t fireInclude Article Sync Details in SalesIQ–Desk Integration Notification Email
Dear Zoho SalesIQ Team, Greetings, We are using the integration between Zoho SalesIQ and Zoho Desk to sync articles from the Zoho Desk Knowledge Base into SalesIQ. As part of this integration, we receive the following email notification: "Your scheduledRelated activity records for custom modules
For default modules in CRM, whenever I create a task for a contact, the task also appears in the record for the parent account. How do I replicate this with custom modules? My specific situation is that I have a custom module as a child module to Accounts.Add Built-in "Partner Finder" / "Contractor Directory" Tab to Zoho Desk Help
Hi Zoho Team, We hope you're doing well. We would like to request a new feature for the Zoho Desk Help Center: A built-in, configurable "Partner Finder" / "Contractor Directory" tab or section, similar in concept to your own Zoho Partner Finder at: 🔗Question Regarding Deleted Reports in Zoho Desk Analytics
Dear Zoho Desk Support Team, I hope this message finds you well. We have a question regarding the Analytics module in Zoho Desk, specifically related to deleted reports/dashboards. We would like to understand the following: Is there a recycle bin, recoveryAdd an option to start zobot when user clicks the Chat with Us button
I would like to have an option to start the zobot when user clicks on "Chat with us" button when chat widget is maximized that way visitors could see first the homepage and decide which channel they would like to use to connect, or to see the quicke helpZoho Books - Feature Request - Provide "Show PDF View" toggle on Invoice records
I have noticed it is possible to activate or deactivate the PDF preview on some records but not all. This would be very helpful on Invoices when a custom template is being used and the PDF preview does not represent the output file. Not available on:Disable Smart Filters By Default
The smart filters "feature" is causing confusion for Zoho Mail users. New emails should be delivered to the inbox unless they have specifically opted to redirect them somewhere else. People don't understand that new emails might be waiting in a randomAllow selection of select inactive users in User data fields
Hello, We sometimes need to select a previous employee that has an inactive account in the User data field. For example, when doing database cleanup and indicating actions are done by a certain employee that weren't filled out when they were part of theRelated Lists in Email Templates
Hi Zoho team, I would love to see a feature where related list information can easily be added to an email template (instead of mail merge). I have a client who books flights for their customers. They do this through a Flights module so all booked flightsAdd Resource variable to notification email customisation for Event Type
The notification email customisation feature for Event Type does not include a variable for the Resource field. Without this field, Zoho Bookings cannot be used by any business for resource-based services or event types e.g. room bookings, equipment bookings.Calendar view all appointments in workspace
In the Calendar page, add the ability to view all appointments in the Workspace. The Manage Calendars filter requires me to select at least one user or resource, and it only lets me select up to five of them. There's no filter option to view the entireShared Snippets Everyone
Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippetsSide bar menu
It would be great if you could stop the auto collapse of expanded menus when selecting a different module. It would save a lot of mouse clicks for a lot of users that frequently switch between sales & purchases as we do, it's easier to collapse them manually when not required !Next Page
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Function #53: Transaction Level Profitability for Invoices
Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.Enrich your contact and company details automatically using the Data Enrichment topping
Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveragingEasier onboarding for new users with stage descriptions
Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,Create an Eye-Catching Announcement Widget for Your Help Center
Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand forImproved Contact Sync flow in Google Integration with Zoho CRM
Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this
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Ask the Experts 26: Brighten every customer interaction with Zoho Desk all year long
Hello everyone, Greetings and welcome to Ask the Experts 26. As we wrap up 2025, we are excited to invite you to the 26th episode of our Ask the Expert series. 🎄The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-EndCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageBasic Plan Active but Survey Creation Still Limited to 3 Surveys
I have an active Basic (Monthly) subscription (valid period: Dec 24, 2025 – Jan 24, 2026), but the system still limits survey creation to only 3 surveys, which matches Free plan behavior. The subscription appears active in Portal Information, howeverAuto-Invite Users to Portals in Zoho CRM based on Conditions
Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users toRadio button data won't update
Wondering if anyone is experiencing the same problem. I tried bulk updating our data on Zoho Creator using API and noticed that the radio button field wasn't updated. I have tried updating it manually, it didn't work. When I tried updating a text field
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Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesProduct Updates in Zoho Workplace applications | November 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this November. Zoho Mail Format comments easily using Slash Commands With Slash commands, you can easily format text, insertIntroducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,Marketer's Space: Proven tips to improve open rates – Part II
Hello Marketers! Welcome back to another post in Marketer's Space! We're continuing from where we left off a fortnight ago. We ended the previous post discussing the subject line, and we'll continue from there. Let's dive right in. Pre-header Pre-headerKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how
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