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• Linux agent 2026_M05 release notes

  Agent Version: 3.6.5.3 Release date: 28 April, 2026 Major Enhancement: Quick Support feature release. Security improvements and enhancement to in session features.

• Automated Sales Order Fulfillment Based on Inventory Availability (Allocation / Commitment Modes)

  Hi everyone, I recently reached out to Zoho Inventory support regarding a workflow challenge and wanted to share both the issue and their response here for visibility. Zoho confirmed: “Zoho Inventory does not currently support automatic notifications

• Linux agent 2026_M04 release notes

  Agent Version: 3.6.5.2 Release date: 30 April, 2026 Code refactoring and improvements to function efficiently in minimal hardware environments.

• Simple Totals on all pages?

  Hi there. I'm surprised this isn't implemented yet (since most other software has this by default). Can you display a simple total at the bottom of all invoice lists? ie: I click in SALES tab, select INVOICES and on that page please show us a simple total? Yes, I realize I can go the long way around and generate reports and select my date options and select the type of invoices etc...but honestly that shouldn't be necessary when just viewing a list of unpaid invoices and how much total is outstanding.

• Linux agent 2026_M03 release notes

  Agent Version: 3.6.5.1 Release date: 27 February, 2026 Bug fixes and performance improvements for optimised session experience.

• Linux agent 2026_M02 release notes

  Agent Version: 3.6.5.0 Release date: 26 February, 2026 Major enhancement: File Manager feature release Issue fixing of idle session timing interfering with backend activities.

• Linux agent 2026_M01 release notes

  Agent Version: 3.6.4.8 Release date: 13 February, 2026 Optimised the unattended agent uninstallation process to properly cleanup residual files and complete uninstallation process. Fixed issues with CTRL+ALT+DEL command not functioning properly in some

• Using API for multiple organizations

  I am busy building an app to load data from a retailer into Zoho Books. We are planning on selling the app to multiple organizations that use this retailer. Is there a way to get a single oauth app to access multiple organizations? From what I can find

• MacOS agent 2026_M04 release notes

  Agent Version: 3.120.0 Release date: 23 April, 2026 Retry mechanism for end users to enable Accessibility and Screen Share permissions to successfully join remote sessions. Agent stickiness on multiple desktops to avoid confusion. Improvements to audio

• MacOS agent 2026_M03 release notes

  Agent Version: 3.117.0 Release date: 02 March, 2026 Bug fixes and performance improvements for optimised session experience.

• MacOS agent 2026_M02 release notes

  Agent Version: 3.116.0 Release date: 23 February, 2026 Major enhancement: File Manager feature release Minor enhancement: Improved peer to peer connectivity across various network conditions. Minor enhancement: Improvements to Elevate to Admin mode

• MacOS agent 2026_M01 release notes

  Agent Version: 3.111.0 Release date: 11 February, 2026 Major Enhancement: Quick Support feature release. Upgrades to monitoring protocols for analysing performance. Issue fixing of idle session timing interfering with backend activities.

• Account Unblock Request

  Dear Sir/Madam, I hope you are doing well. I noticed that my account has been blocked for violation of the usage policy which I believe comes from it being associated with sending spam. I have since then removed the old keys which were compromised in

• Kaizen #242 Enabling In-Context Order Creation from Deals Using SlyteUI

  Hello everyone! Welcome to another interesting Kaizen post. Today’s spotlight is on SlyteUI, the new UI builder designed to create powerful, intuitive user interfaces in minutes. Built for speed and simplicity, SlyteUI empowers teams to deliver high-impact

• Picklist values out-of-date in Campaigns

  Hi I use a CRM (Global) picklist set of values for my field "Connection Strength" (see screenshot 1). . I use Campaigns to follow-up and change the Connection Strength value depending on their stage. The picklist values that appear in the dropdown for

• Auto-sync field of lookup value

  This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

• 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),

• Can't access google from toppings menu

  So... When I click the manage button in toppings, nothing happens. it won't let me access the settings.

• Best sales insights for target accounts?

  Question for all the sales power-users out there: I would like to gain insights from Zoho CRM for a rotating list of target accounts. Each Outside Salesperson has 5 target accounts, and they can change these targets quarterly with management approval.

• Emails Disappearing From Inbox

  I am experiencing the unnerving problem of having some of the messages in my inbox just disappear.  It seems to happen to messages that have been in there for longer than a certain amount of time (not sure how long exactly). They are usually messages that I have flagged and know I need to act on, but have not gotten around to doing so yet.  I leave them in my inbox so I will see them and be reminded that I still need to do something about them, but at least twice now I have opened my inbox and found

• Cadence not stopping on reply (in some cases) – anyone else?

  Hi everyone, we’ve noticed that in a few cases, Cadences don’t stop even though the contact replied (setting “stop on reply” is active). It works fine most of the time, but occasionally the reply is visible in CRM without stopping the Cadence. Our assumption

• Issue with Resume Parsing and Storage Limit in Zoho Recruit

  Hello Team, We are currently facing an issue with resume parsing in Zoho Recruit. While parsing resumes, we are receiving a message indicating that the storage is full. We would like to delete multiple old resumes from the system to free up storage space.

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

  Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

• BUG: Related List Buttons with Client Script action now erroring

  There appears to have been a bug introduced over the last few days with Related List buttons that invoke a Client Script action. Button configuration: Configured Client Script: Results: The default loader is presented at the top of the page, and an error

• SalesIQ Email Delivery Issues to Microsoft

  Is anyone else having delivery issues to Hotmail, Outlook, and Live inboxes when sending transcripts and replies via email from SalesIQ? We’ve detected that emails sent from SalesIQ to these accounts aren't arriving—they don’t even bounce back; they simply

• Introducing the revamped What's New page

  Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

• Multiple Pipelines

  Is it possible to create multiple candidate pipelines?

• Insert Template not inserting

  I have been using the "Insert Template" feature for years and I use it every single working day. Yesterday it was working fine. Today, on two different browsers (Chrome and Edge), I can select "Insert Template", select the template I want to insert, but

• Default ticket template in helpcenter

  Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.

• Zoho Books bill pay option not available with zoho one

  Why isn't Zoho Books bill pay add-on not available for Zoho one customers not even as a purchasable option. I think this is very inconvenient for companies wanting to use this feature all in one system

• Zoho Commerce and Third-party shipping (MachShip) API integration

  We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to

• Access images from form submission in power automate

  Images from form submission show up as links in power automate. How do I access the image data?

• Add personal Facebook to Zoho Social

  Hi. is there any way i can post to my business and personal Facebook and Instagram at the same time when I make or schedule a post?

• Need help to evaluate if Commerce is good for me

  Hi, I just want to quickly check if Zoho Commerce can fulfill my needs. Here is what I am looking for: - Multi-vendor plateform : We will be 3-4 different farms that will offer similar products (ex. tomatoes) to few selected customers (retaurants). All

• Smart Feature Compatibility Indicators for CRM Field

  Zoho CRM offers a wide range of field types and advanced customization options. However, several field types have feature-specific limitations that are currently documented only in help articles. For example, while configuring a Rich Text field, admins

• Ask the Experts: A Live Q&A Session

  Session Closed We've locked this post as the session has ended. We'll see you again in the next session! We’re back with another exciting edition of the Ask the Experts series, this time exclusively for our Zoho Recruit users from the USA & Canada regions!

• T&C acceptance gate before estimate Accept, with audit trail

  We had to settle a Florida small-claims case in 2025 because we couldn't prove our customer was bound to the venue clause in our Terms & Conditions. The estimate footer mentioned the T&Cs, and Zoho Books logged the customer's IP and timestamp when they

• Contract to payment flow

  Hi everyone, I’m trying to set up a contract-to-payment flow and want to avoid duplicating invoices or customers in Zoho Books. The flow should be: contract generated from CRM, sent via Zoho Sign, client signs, deposit is paid, and the invoice should

• Zoho Books | Product updates | May 2026

  Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & Canada

• Show backordered items on packing slip

  Is it possible to show a column on the Packing Slip that shows number of backordered items when a PO is only partially filled? I would also like to see the Backordered column appear on POs after you receive items if you didn't get ALL of the items or partial amounts of items. And lastly, it would be nice to have the option of turning on the Backordered column for invoices if you only invoice for a partial order. -Tom

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