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• How do you associate multiple contacts to a deal in the mobile app?

  When opening a deal in the mobile app, only one customer shows as the contact. How can we add multiple contacts on our mobile device?

• Zoho Books Support

  Dear Team, Zoho Books offers a demo before you purchase zoho books. But after that when he actually purchases the product he has to rely on toll free number or help documents. But this might get frustrated in the initial period. Specially in initial period.

• Linking Multi-UOM Barcodes to Products in Zoho Books

  Greetings, I'm using Zoho Books for retail shop and I'm running into a bit of a challenge with products that have multiple Units of Measurement (UOMs) and corresponding barcodes. For example, I sell cigarettes both as individual packets and in cartons

• Has anybody managed to do ANYTHING with Zoho CRM Zia Agents?

  I have 'hired' a few agents from the 'store', and also built the super simplest Agent I could think of (retrieve the email address for a given Contact), and none of them work. I get errors like "LLM Inference failed" even from the store Agents (e.g. "Search

• custom function

  I want to send a request following the webhook pattern with Endpoint Type Intranet, I received a Zoho access response from Daniel. Please advise on how to implement invokeUrl with Endpoint Type Intranet and a probe

• ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer

  This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. *****, ERROR CODE :554 - Your access to this mail system has been rejected due

• Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

  We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode

• Function #46: Auto generate list of lapsed customers using Custom Button

  Hello everyone, and welcome back to our series! Customer retention is one of the key factors that impact the long-term success and sustainability of a business. High customer retention rates indicate satisfied customers, quality products or services,

• Lookups and Custom Modules

  I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationship

• Zoho Writer for Android - Headings

  Hello Zoho team, I have created structured doc with headings in writer web version on pc. Then I have opened it in my phone. Write is crashing while used function: menu "three dots", Document Navigation, Headings. Zoho Writer for Android 6.1.4 Samsung

• Can't connect to POP and SMTP over VPN

  I use Thunderbird to access Zoho Mail via POP and SMTP. I have configured an app-specific password for Thunderbird to use. Everything is properly configured and works correctly — until I enable my VPN. I'm using a paid commercial VPN service (Mullvad).

• Ask the Experts: Five-hour live Q&A session with Zoho WorkDrive product experts

  Have questions about WorkDrive 5.0? Let’s talk! We recently launched Zoho WorkDrive 5.0, packed with powerful updates to help your team work smarter, stay secure, and get more value from your business content. From content-centric workflows and AI-powered

• Possible to reorder Pipelines position?

  I have multiple Pipelines and want to reorder their positions, so that in the Deals module record for the Pipeline field, I have them ordered in a certain way. Is there a way to reorder the position of the Pipelines without deleting existing Pipelines

• Pleas unblock E-Mail-Adress service@montana-energie.de / kontakt@montana-energie.de

  Dear Zoho Support, Could you please unblock service@montana-energie.de / kontakt@montana-energie.de which belongs to a regular customer with whom we are having frequent business-related conversations. Thank you very much in advance, Erdem Kar homewise

• Unable to preview attachments using Apple Safari on Mac

  When attempting to preview an image attachment in Zoho desk the image will fail to load and present a "missing" icon in the middle of the display.  This is using Safari 14.0.3 on macOS Big Sur 11.2.3.

• Kaizen #262 - Using Zoho CRM Skill to build Queries

  Hello everyone! Welcome back to another edition of the Kaizen series, where we uncover powerful ways to extend and customize Zoho CRM. In the previous Kaizens, we explored how the zoho-crm skill can help developers work with Zoho CRM APIs, Client Scripts

• 【10/30福岡】他社はZoho CRM×AIをどう使う？ 営業に役立つ実践デモ＆事例解説｜10〜12月のイベント予定も！

  ユーザーの皆様、こんにちは！ ゾーホージャパンの中野です。 10月30日（金）の福岡ユーザー交流会では、CRM×AIのデモ / 事例紹介と、 Zoho社員によるAIエージェントの解説を通じて、自社での活用を考えるヒントをお届けします。 ■ 福岡で学べる・話せる3つのこと ① CRM×AIで、営業の仕事はどう変わる？ 株式会社etikaの宮村佳祐さんが、具体的な連携デモをご紹介します。 ・提案中の商談に、参考になる過去の類似受注案件を表示 ・打ち合わせの文字起こしをCRMに自動連携し、項目を更新 ・取引先のニュースを集約し、営業担当者へお知らせ

• #10 India Specifics: GST, GSTIN And E-way Bills

  Meera's new client sent a purchase order, a vendor form, and one line that changed the whole invoice: "Invoices without a valid GSTIN and correct place of supply will be returned unpaid." She had entered her own GST details. The customer's details were

• Invoke a Widget buttons not opening in Bigin web – open_in missing from response

  Hi, I’m seeing an issue with Invoke a Widget custom buttons in Bigin web. In the Bigin Developer Sandbox, the button works correctly and the custom button response includes: "open_in": "new_tab" However, once the topping is installed in a normal Bigin

• [Zoho Desk] Follow-up: Show Full Recipient Email Address Display Improvement ?

  Hi Zoho Desk Team, I would like to follow up regarding the recipient display behavior when replying to tickets in Zoho Desk. Currently, when we reply to a ticket, the To, CC, and BCC fields are combined into a single “Recipients” field. In addition, when

• How to record refund of expenses in zoho books

  Hi, i bought a air ticket and recorded the expense in money out. The ticket was cancelled and the fare (after deducting cancellation charges) was credited back to my bank account directly. How can i record the the above transaction?

• Multiple subscription plan line items in Zoho Billing quotes

  I run an IT company and sell a lot of licences. A client might have multiple subscription plans including software licences in different categories. A client might have Microsoft licences, antivirus licences, web hosting and maintenance package services.

• Invoicing multiple expense items as a single line item

        My client would like me to invoice them for multiple expense items on a single line item on an invoice.  Can this be done?  I know I can import billable expenses to an invoice, but I don't know how to show them as a single line item or have them

• Rename default fields in Zoho CRM

  Hi, I'm setting up Zoho CRM for an Australian company. They are perplexed by the names of the address fields, e.g. "Billing Province" (we would call it Billing State) and "Billing City" (we would call it Billing Surbub). I would like to request that these

• Do "shortcuts" or symlinks exist in Workdrive?

  I need some kind of link or shortcut to put into folders that point back to original files or folders, is there any way in Workdrive to do this?

• Contact Lookup Mapping to Custom Module CRM via DataPrep

  Hi DataPrep Team, I'm facing an issue with Contact module lookup mapping to a custom module during the DataPrep-to-CRM migration. As per the documentation, the mapping format for lookup fields should be: <Lookup_Field_API_Name>.<Lookup_Module_API_Name>

• Zoho ERP | Product updates | August 2026

  Hello users, What’s new in Zoho ERP this month? From Account Registers to new reports, we’ve packed this release with updates worth checking out. Take a look at what’s new and see what’s in store for your business. Introducing Account Registers Account

• Kaizen #99 - Render Widgets Using Client Script

  Hello everyone! Welcome back to another interesting post. In this post, let us see how you can render Widgets using Client Script. Widgets are embeddable UI components that you can create and add to your Zoho CRM. You can use widgets to perform functions

• Customer portal: recommended way to scope lookup fields to the logged-in client?

  Hi all, I'm building a customer portal on Creator for our clients (we're a esting lab, so each client has their own sites, contacts and jobs). Planning stage, so I'd rather get the approach right before I build it. The portal forms need several lookup

• Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

  Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

• Introducing the Zoho Contracts API Collection on Postman

  We are happy to announce that the Zoho Contracts API collection is now available on Postman. You can explore, test, and debug Zoho Contracts APIs without writing application code. What's in the collection Ready-to-use requests for Contracts, Counterparties,

• Zeptomail in the blacklists

  Hello, I noticed some hard bounces while sending emails, and upon checking the details, I see that we have been added to the blacklists of certain spam lists: Bounce category: Policy failure Reason: ip-issues Message: 5.7.1 Service unavailable; client

• Add Payment Information (like Bank details)

  I am using the Free plan of Zoho Books. I need to add the bank details/ UPI details on the invoice. How can I do that. I have added the details in the Bank Section.

• How does Recur setting affect execution time of time based workflow rules.

  When setting a workflow rule based on Date/Time field, the Recur setting does not seem to make sense. If I want the rule to execute at a specific amount of days relative to a date field, what exactly would the recurrence be? That point in time would only

• Canvas Ungroup is No Longer an Option - Can we Bring it Back?

  You used to be able to ungroup a Group in ZOHO Canvas, but now you have to delete the group and completely start over (re-add the fields, re-place them, regroup them, readjust the group as you want it/reformat) instead of ungroup, move or delete only

• Reserve Your Spot for the Zoho Recruit India Virtual Meetup

  The Zoho Recruit Meetup India is happening virtually on October 15, 2026, and registrations are now open! This meetup is a chance for Zoho Recruit users across India to come together, catch up on what’s new, learn better ways to use Recruit, and have

• Account recovery using trusted Zoho applications

  We know forgetting your password can be frustrating. So to make account recovery even simpler and more seamless, we're introducing recovery through Zoho mobile apps; in addition to the existing OTP options using email address or mobile number. Please

• Introducing Omnichannel Subscription

  Your customers may choose to subscribe through different marketplaces such as Google Play or App Store. As your business expands, managing these subscriptions can become increasingly complex. To make it easier, we are introducing the Omnichannel Subscription

• WhatsApp Business Message Pricing Update: Effective October 1, 2026

  Hi everyone, Starting October 1, 2026, Meta is updating how WhatsApp Business messages are charged. This guide explains the new per-message pricing model, how message categories work, and what changes for service messages specifically. How Meta charges

• [Webinar] Automated label merging

  Live webinar on October 8, 2026 | Time: 2 PM IST | 2 PM EDT Hi, Businesses that rely on labels for shipping, inventory, or events often struggle with rigid layouts, disconnected data sources, printing the right quantity, and adapting labels for different

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