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• Zoho Finance Limitations 2.0 #3: Can't assign a Contact to a Finance Record (estimate, sales order or invoice)

  If you use a business to business scenario with different contact people within the company you can't assign a finance record (estimate, invoice, etc...) to that person. Why this matters? No way to find out which person placed the order without manual

• Ranking by group in report

  Dears, I am new to Zoho Analytics and I would like to ask you guys help to creating a ranking column. Report type: Pivot Matter: I want to create a ranking column on the right of Percentage. This ranking is group by column Type, and ranking by Final Score/Percent.

• Zoho CRM for Everyone's NextGen UI Gets an Upgrade

  Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

• Zoho Community Digest — Febrero 2026

  ¡Hola, comunidad! Un mes más os traemos las novedades más interesantes de Zoho para febrero de 2026, incluyendo actualizaciones de producto publicadas oficialmente, cambios de políticas y noticias del ecosistema. Pero antes de lanzarnos a las actualizaciones,

• Disable Zoho Contacts

  We don't want to use this app... How can we disable it?

• Department Overview by Modified Time

  We are trying to create visuals to show the work our agents do in Zoho Desk. Using Zoho Analytics how can we create a Department Overview per modified time and not ticket created time? In order for us to get an accurate view of the work our agents are

• Filter button in the Zoho Sheet Android App doesn't toggle on

  I am a new Zoho Sheets user and experiencing a specific issue with the filter functionality in the Android mobile application. Detailed Issue Description: The filter icon appears correctly in the toolbar. Upon tapping the filter icon/button, the toggle

• 【Zoho CRM】商談タブへのデータインポート

  Zoho使用前にエクセルで管理していた商談情報を、Zoho一括管理のため、商談タブにインポートしたいのですが、お客さまの氏名だけが紐づけられませんでした。 「Zoho CRMにインポートする項目を関連付ける」のところが画像のようになっています。 （弊社では、「姓」を「★個人データ名」という項目名に変更し、フルネームを入れて使用しています。） どのようにしたら氏名をインポートできるかご存じの方がいらっしゃいましたら、ご教示いただきたく、よろしくお願いいたします。 （投稿先が間違っていましたらご指

• CRM Cadences recognise auto-responses

  I have leads in a Cadence. I get an auto-responder reply "I'm out of the office..." Normally Cadences seems to know that isn't a real reply and keeps the lead enrolled in the cadence. However, today, Cadences has UNENROLLED a Lead who sent an auto-reponse

• SalesIQ Chat Notifications

  I am the admin of our salesIQ implementation. About two weeks ago, I started hearing/seeing notification for ALL chats messages from monitored agents/chat participants. I don't need to see these, we have a manager who deals with this. I can't stop the

• How to Create a Fixed Sliding Time Window (D-45 to D-15) in Zoho Analytics ?

  Hello, I would like to create a report in Zoho Analytics based on a sliding time window between D-45 and D-15, with a fixed snapshot of that specific period. The data displayed should strictly reflect activity recorded between D-45 and D-15 only, without

• Export Zoho Books to another accounting package?

  Is an export feature to Quickbooks or Accpac available (or a form that is easily imported by them)?  My reasons: 1) my accountant, who prepares my corporate tax return, prefers to work with their own accounting system.  If I can convert Zoho books a form that is easily importable into Quickbooks or an Accpac format, this process would be easy. 2) I don't want to keep my data in a proprietary format on the cloud somewhere without a way to easily extract it to a format that can be read my a well established

• Anchor Links in Dashboards

  Hello,  Our dashboards frequently have multiple sections that would be more easily skipped between using anchor links. Please consider adding an anchor link feature to the text widget? This could be done by adding an anchor link option to the text widget next to the "remove" option (see screenshot). The option would assign an ID to the <div> containing the text widget in the live dashboard. Then, the chosen ID could be linked using a traditional <a href="#link_id"> in the html section of the text

• Introducing Auto-trigger for Screening Bot

  Still manually sending screening tests after every application? Not anymore. With Auto-trigger for Screening Bot, screening now begins automatically. When a candidate applies for a job that has an attached assessment, Recruit checks whether the test has

• SEO for your Zoho Sites Website

  Join our live webinar to learn how to use Zoho Sites' SEO tools to boost your website's ranking. Our product specialist will demonstrate everything you need to know about optimizing your web pages to make them search engine friendly. Register here for free: https://www.zoho.com/sites/webinars/

• Importing into Multiselect Picklist

  Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,

• New 2026 Application Themes

  Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement position

• Add line item numbers to sales order/invoice creation page

  It would be really helpful if there were line numbers visible as we are creating a sales order and/or invoice. There are line numbers visible in the PDF once the sales order is created. I would like to be able to see the line numbers as I am building

• API to Apply Retainer invoice payment to Invoice

  Hi Team, I could not find  API to apply the Retainer invoice payment to existing Invoice. Can you please help ? Attaching the screenshot

• Reconciling a month with no transactions

  I'm treasurer for a small non profit cemetery association and I'm trying to reconcile a bank statement for a month that did not have any transactions. Do I skip the month entirely and go a month with transactions?

• push notification to Cliq when user is @mentioned in CRM notes

  push notification to Cliq when user is @mentioned in CRM notes. Currently users that is @mentioned gets an email to be notified. User/s that is @mentioned should get a Cliq notification.

• Customize your Booking page using Zia

  We’re excited to introduce an AI-based enhancement that automatically customizes your booking page effortlessly. By simply providing your business website URL, Zoho Bookings can automatically design a booking page that matches or complements your brand

• Multiple header in the quote table???

  Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appear

• Feature Request: Render Markdown (.md) files in Zoho Cliq

  Hi, We regularly share Markdown (.md) files in Zoho Cliq. However, when we open these files in Cliq, the content does not render as Markdown—it displays as plain text. This forces us to copy/paste the content into an external Markdown viewer to read it

• Zoho Workdrive download was block by security software

  Hi Team, Recently workdrive download was blocked by huorong security. Could you please advise how to put zoho workdrive as white list? every time we put "*.zohoexternal.com" or "workdrive.zohoexternal.com", the warning msg will still pop in next dow

• Zoho mail to contacts and leads, but not to accounts?

  We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenient

• API keys not showing in ZeptoMail dashboard

  Hi there, I'm hoping someone can provide some assistance as support isn't replying. I am trying to configure my transactional emails, but the dashboard doesn't show any of my API details - the `div` is there but it's emtpy. Every time I click "Generate

• Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

  Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

• Reading from and writing to Zoho Projects Custom Module with Deluge

  Does anyone know if there is a way to read from and write to the Custom Modules that Zoho now supports. I would love to be able to loop through a set of data and create the entities I need to for this new custom module I'm looking to put together.

• How Does Knowledge Base Search and Article Recommendation Work?

  Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determine

• Zoho Books/Inventory - Restrict Items With Pricebook

  Hi Zoho Team, I'm trying to address as use case where a client needs to restrict which products certain customers can purchase. I have been able to find a way to do this based on the current Zoho Books or Zoho Inventory configuation. My feature request

• Best Way to Integrate Zoho Campaigns with Amazon SES Without Third-Party Tools

  I am looking for the most seamless and efficient method to integrate Zoho Campaigns with Amazon SES. My goal is to avoid using any third-party automation tools like Zapier, Make, or Pabbly, and instead, leverage Zoho's native capabilities for this integration.

• Release Notes | January 2026

  We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usability

• How to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?

  Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I have

• Card payment surcharge?

  Hi, I would like to offer my customers the ability to pay invoices by card (using the PayPal integration). However, PayPal charges me around 5% to receive a card payment, and I would like to pass on this cost to my customer by way of a card payment surcharge. Is there any way for Zoho Invoice to be set up to automatically add a defined "card processing fee", say 5% of the invoice total, if the customer elects to pay by card? I don't want to add this on to invoice manually, since most of my clients

• Zoho Books | Product updates | January 2026

  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the

• Zoho POS App Hanging Issue – Sales Becoming Difficult

  The Zoho POS app frequently hangs and becomes unresponsive during billing, making it very difficult to complete sales smoothly. This commonly happens while adding items, during checkout, or at payment time, especially during peak hours. These issues cause

• Tip #62- Exploring Technician Console: Send Ctrl + Alt + Del- 'Insider Insights'

  Hello Zoho Assist Community! This week, we’ll be exploring the Send Ctrl + Alt + Del option in the Technician Console. Let’s jump right in. System administrators often rely on Ctrl + Alt + Del when managing remote devices that have unresponsive applications

• SKUs for Invoices, POs, etc.

  It doesn't appear that one can enable SKU display on invoices, POs, etc. This is problematic, and I don't see a good reason why this shouldn't be an option. Some of our vendors and customers use this in their system. Every other identifier code is available

• how to avoid duplicate customer

  How can i avoid to create a duplicate customer. I charged a same customer with two different plans and it showed up twice in my customer list and subsequently in Zoho books contacts. It creates confusion to have a same customer appears multiple times in customer or contact list. How can i avoid it.

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