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• Zoho Book not Connecting to Bank

  Is anyone else having issues with Zoho Books connecting to their bank? We have not been able to connect to the Co-operative bank feeds since Dec. Zoho are blaming the Co-op but the Co-op says that it has to be a Zoho issue as no other accounting software

• Dashboard Auto-refresh

  Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support

• Weekly Tips: SecurePass For Extra Security

  Imagine sensitive data from your organisation sent via email is being accessed by unintended recipients. The sensitive data can range from Personal Identification Information to a tender quotation or a client’s NDA document. The unintended access could

• Multiple Blueprints on different fields at the same time.

  It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract

• Changing VAT start date

  Good Evening, Kindly asssit with this issue. 1. When setting up, I set my start vat date as October 29th. The system as has taken my month end date as 29th instead of either 30th or 31st depending on the month. 2. IS it possible to file past months at

• unable to add email aliases

  Hi, just verified and set up my domain but whenever I try to add another email alias I get a rather unhelpful error popup just saying AS101, doesn't matter if I tick set as mailbox address or not.

• Headers in Subfrom - Zoho CRM

  Currently we cannot add any headers to CRM Subform If we have very large subforms and we want to logically group the rows it becomes really hard to do it Please add a header feature so we can add headers to a subform to logically and visually group different

• Bank entriy is nov month why this shifted to jan 2025 month

  bank entries for november month i entered but why this is transfer to jan 2025 month.

• Migrate email domain from old .yyy to .zzz over time using aliases

  Hi, I have an email domain that I've used for a long time that I'd like to migrate from. I have purchased a new domain and over time would like to use the new user@newdomain email address. I would prefer to have the alias point to the old (in use) address

• mx

  hello please if shopify domain doesn't allowed forwarding email when ensuring it with zoho mx what's other alternative options?

• Delay in Listing Customer data while creating transaction

  After importing customer data into Zoho Books, I attempted to create an invoice but couldn't find the display name in the search results. However, it appeared when using the advanced search. When I manually add a customer name, the display name becomes

• This Operation has been restricted. Please contact support-as@zohocorp.com for further details

  Hello, I get the error This Operation has been restricted. Please contact support-as@zohocorp.com for further details. I have attached an error image to this email, and my domain name is 27investments.com.vn I hope to receive support from you. Best

• Zoho Mail blocked by SpamCop/Mimecast 136.143.188.16

  I cannot send emails to people whose domains use Mimecast or other systems that read SpamCop. This isn't the first time that this has happened. Please arrange a fix ASAP. Thanks

• CRM - QR Codes and Bar Codes

  Hi I am using CRM to run my service team - Asset maintenance business We need to move to and generate a QR code for each Asset we look after. And we need Bar code reading for the testing we do. (pre-bar-coded sample bottles are provided by the lab) Does

• Can sent or receive email from certain domain

  Hi i have a problem with emails that have ...@otenet.gr. Otenet is the biggest provider in Greece but i can't communicate with its emails. (Message rejected due to: domain owner discourages use of this host Remote-MTA: dns; mx.otenet.gr) Please help Thanks

• existing warehouses need to be migrated to the Locations module

  Upgrade to Locations We've enhanced the Branches module to include warehouses and renamed it as Locations. To enable the Locations feature, your existing warehouses need to be migrated to the Locations module. Once migrated, these warehouses will appear

• Transaction Rules & Customer Payments

  So I have a situation as follows. We have many clients who are all invoiced on the 1st of each month on a recurring invoice for 1 of 10 plans. This means that almost all payment dates are the same (some people pay late) and that a lot of the amounts are

• User Filter for Dynamic Date Dimensions in Zoho Analytics

  One challenge I frequently encounter is the need to create multiple versions of the same report—one for yearly data, another for quarterly data, another for monthly, and so on. While this works, it leads to unnecessary duplication, making maintenance

• Zoho CRM Mobile App Calls Module Missing

  Hello all, After the last update I have two things. 1. I do not see the calls module at all - not via search, not anywhere 2. In home I do not see any scheduled calls, tasks, etc. If this in the new update or is my app gone wrong somewhere?

• Show value in a field based on selection

  Hello, I'm new at Zoho Forms, I'm trying to do the following: Let's say there are two fields, (A) is a drop-down list for items, and field (B) is for a dedicated code of each item. Is it possible to apply a conditional logic once you select an item from

• Manage a rental inventory

  Hi Zoho team, We have a company that is renting furniture and decor in the event industry. 1. Can Zoho Inventory manage inventory for rentals? 2. If no, can we create some features with Zoho creator that can integrate with Inventory to manage our rentals?   3. We have 2 warehouse, can we easily do inventory transfer between warehouse? Thank you for for help, Peter

• Zoho Sign up forms on Wordpress website not working smoothly

  We have set up the forms on the website and linked them to respective email journeys. But when wesubmit the form the email generated/sent to user is not consistent. Sometimes the journey email is sent, sometimes a email verification message is sent ,

• Zoho Deluge Online Training Workshop 2025

  Master Deluge and Automate Zoho Applications An Extensive Online Training The Zoho Deluge Online Training is an extensive 2-day workshop designed specifically for developers, business users, and automation enthusiasts who want to master Deluge—Zoho’s

• Possibility to show Images during Blueprint Transitions

  We use Blueprints heavily in our business to keep a structured process and to use a lot of automations. In fact, we automated so much, that our co workers sometimes don't know what really is happening. It would be helpful if we could show the users a

• Zoho User Group Meetups 2025: Mis de eerste editie van het jaar niet!

  Beste Zoho Dutch Community, Bij Zoho geloven we in het belang van het aanbieden van gratis trainingen, zodat u het meeste uit uw Zoho Apps kunt halen bij het beheer van uw bedrijf. Daarom komen de ZUGs (Zoho User Groups) Meetups in maart terug naar Nederland

• Accessing Attachments in Zoho Recruit Extension for API Integration

  Hi, I am currently developing a Zoho Recruit extension to integrate with a third-party application. As part of this, I need to retrieve the attachment file from the current record and include it in an API request. However, I couldn’t find a relevant Zoho

• Cannot set Subform Multiline field to read-only using Client Script

  I am using client script to set different subform fields as read-only It works for Single Line Fields, but when I try to set a Multiline field as Read-only it doesn't work var subform = ZDK.Page.getSubform("Subform_1"); var item_Code_old = subform.getField('Item_Code_Old').setReadOnly(true);

• Set Custom Icon for Custom Modules in new Zoho CRM UI

• Whatsapp integration update.

  Please, there is no way on WhatsApp integration to know if a message has been read, or has been managed by a member of the team. There should be a way to add contextual info or something please.

• When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory

  In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the

• Initiate conversations anytime with WhatsApp's Templates

  Previously, in Bigin's Messages module, you could only reply to customer-initiated messages, but with this enhancement, you can now initiate conversations using WhatsApp templates. A WhatsApp template is a pre-designed message template designed to start

• [Training] Zoho Deluge Online Training Workshop

  Hello Everyone, We are much elated to invite you all to our upcoming Zoho Deluge online training workshop. Master deluge and automate Zoho applications The Zoho Deluge Online Training is an extensive 2-day workshop designed specifically for developers,

• Not possible to remove mandatory system fields?

  Is there no way to make things like under Calls "Call Duration" or "Call Start Time" or under Potentials "Close Date" not mandatory? These fields are useless for my organization and waste time but the box is grayed out to not make them mandatory. It's

• Directly Edit, Filter, and Sort Subforms on the Details Page

  Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

• Text snippet

  There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email.

• Can I print a set of record templates as a single pdf?

  I have a record template formatted as a gift certificate. I can email a single gift certificate to each recipient, but I also need to print the whole batch for the organiser, and they won't want 40 separate files. The layout needs to be identical, so

• Zoho Finance Workshop 2025 is Happening Now!

  Hello everyone! We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take

• Why only one skin tone option for raised hands?

  If there is only one skin tone option, it should be one weird color as opposed to just pink. Is there a way to change skin tone on the user's end?

• Important update in Zoho Forms: Enhancements for improved email deliverability

  Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.com

• How do I generate a report with the total amount of money trasferred from one bank account to another?

  Hi, in Zoho Books, I have 2 bank accounts. Money is moved between the two. When I want to know how much money was actually transferred over a certain period of time, I can filter the transactions using the search criteria (type, transfer fund) but I only

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