Recent Topics
How To Implement an Auto-Check-out Feature for Attendance?
If an employee forgets to check out, the system should automatically check out the employee at 6:30 PM
Orchestrating project workflow with e-signatures
Dear users, Your business can have robust task, issue, and resource management systems but it still silently bleeds time and money as documents stay stuck at stakeholder approval. Document signatures introduce indefinite wait times, and nobody inside
Link to download Zoho people apk file for android:
Hi all, Could someone can help me as topic? Thanks a lot!
Introducing Nursys for Zoho Recruit [BETA]
Healthcare recruitment goes beyond finding the right nurse. Recruiters must also verify that a nurse's professional licenses are valid and in good standing before they can begin work. This process is often manual, requiring recruiters to switch between
Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified
I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that
An important update for Zoho Cliq desktop users
The latest version of the Zoho Cliq desktop app (v1.8.0) will no longer be supported on macOS 10.15 Catalina and earlier versions. This is because the framework we use (Electron) no longer supports some older macOS versions. If you’re using macOS 10.15
integrating Zoho CRM vendors with Zoho projects
In most of our projects we collaborate with our Vendors. Being able to integrate only Accounts and not Vendors from CRM, is a huge limitation for our perspective and needs. We would really love to see this feature in the CRM-Projects integration.
The Social Playbook September edition: Turn one idea into multiple social media posts
Coming up with one great social media idea is hard enough. Turning that idea into content for every social network can feel like starting all over again. But what if you didn't have to? A single idea can become multiple posts when you adapt it to the
Automation#23: Automate Guided Conversations in Zoho Desk with Business Hours
Hello Everyone, This week's edition introduces a custom function designed to automate Guided Conversations in Zoho Desk, based on your business hours. With this feature, you can align the bot's behavior with your business schedule, ensuring a smooth and
Moving old emails from Zimbra to Zoho Business
Is this possible. Moving from Zimbra to Zoho and keep all of my old email.
New UX Improvements in the Zoho Expense Android App
We've rolled out several updates and enhancements to the Trips and Advances modules in the Zoho Expense Android app, making it easier to view, manage, and act on your trips and advances. Here's what's new: Unified Module List Pages We've unified the design
WhatsApp Service Messages: Pricing Update
Hello everyone, Meta has announced changes to the pricing of WhatsApp service messages (non-template messages) sent through the WhatsApp Business Platform. Starting October 1, 2026, service messages will become chargeable. This change applies to service
This forum appears to have been hijacked by "Saurabh Singh" and their new-found automated AI answering bot...
Is there really a need to add comment to every single forum post - regardless of previous outcome, status or age - with the same tiresome "3 or 4 point suggestion + summary" structure, that in most cases simply repeats what was already determined?
Zoho Book’s native record page is now rendered in CRM keeping approval process, retainer invoice, & more at reach
Refashioned Zoho Books integration with Zoho CRM Dear Customers, We're pleased to announce a significant upgrade to the Zoho Books integration in Zoho CRM, offering greater convenience. TL;DR: Zoho Books record's information is now accessible directly
Is it possible to convert regular pick-list to multi-select pick list?
I have a regular drop-down pick-list and we realized that we need this info as a multi-select pick-list. I don't think there is a way to convert from one type to the other, but what is the simplest way of moving the data over? Meaning, whatever value
System-wide keyboard navigation problem with searchable dropdown fields
System-wide keyboard navigation problem with searchable dropdown fields Zoho Books needs better keyboard support when completing forms. This is not limited to one screen or one specific workflow; it appears to be consistent behavior throughout the application.
Data from related modules in the criteria builder
CRM workflow conditions work great in majority cases, e. g. I want to send an email upon a particular data event. Now, there are cases where I want the workflow, email, email template to sit on a module A (let's say Companies) but the condition depends
Revenue Management: #3 Revenue Recognition Simplified
In continuation of the previous post on how to compute revenue recognition, let's explore a solution that helps businesses handle real-world complexities. While the Accounting Standards provide a clear framework for recognizing revenue, the real challenge
Add a proper “Split Sales Order” function
Currently the only workaround is to clone an order and manually delete items from each order. A simple split function would allow users to choose lines or quantities and move them into a new sales order. Examples: Customer wants available stock shipped
Customers would like to add tips when paying in Client Portal
I am happy with the clean interface of the Client Portal. However, I am running into a challenge: my customers would like to be able to add tips/gratuities when making payments. Currently, this is very clunky because they have to 1) manually over-pay,
Updating Unit Code for New Item Creation, Quote and Invoicing is so inconvenient
The Zoho Team has implemented many updates, but these updates should be optional. Before rolling out any new feature, they should already have a solution in place that allows users to remove or disable it if they choose not to use it. Just yesterday,
Restrict Ticket Movement to Specific Departments in Zoho Desk
Hello Zoho Desk Team, Greetings, and hope you are doing well. We would like to submit a feature request regarding the ability to control ticket movement between departments in Zoho Desk. Current Limitation: At present, Zoho Desk allows agents to move
Zoho books and venmo
Hi, Is there a way to hook Venmo into zoho books? I have a Venmo business account and want to be able to sync that. I know you can do it with the paypal integration but I dont want to use paypal for the fees and that doesnt allow me use/integrate my current
Cannot login to Zoho Mail on Mobile App
Hi, I am the super administrator for our company's email account. I just created 4 new email accounts, and my users have downloaded the zoho mail app. However they are unable to login to their email on the app. It kept saying "User does not exist". Please help! Thank you.
#9 When You're Not Registered for Tax
Not everyone using Zoho Invoice is registered for tax. Maybe you have just started your business. Maybe you are still below the registration threshold. Or tax registration simply does not apply to your current setup. In that case, an invoice that says
How does Zoho handle the daylight savings time change in Alberta?
Alberta has just made the decision to get rid of daylight savings. This means that as of November 1, 2026 we remain on UTC-6 year-round. We have timing errors in meetings scheduled after that For example, we scheduled meetings in late November at 9:00
Zoho CRM variables create risks
1/ The fact that CRM variables are deployable from sandbox to production goes against the principle of environment separation. We are at risk of overwriting production with sandbox values; or vice versa when rebuilding the sandbox as production vars will
Zoho Campaigns 3.0 - Make Social Icons PNG With Transparent Background
Hi Campaigns Team, I have noticed that the social icons you provide to users do not have transparent backgrounds. When a dark background is used in the footer, with the exception of X they all have white corners even though they are circular icons.
Record Detail - Canvas View - Grouped Mirror Fields Don't Populate
Hello, I could have sworn this used to work, so I'm not sure when it stopped, but I have a canvas view on my Account record detail page and I have a lookup field with its 3 mirror fields on said page. If I just put the fields separately, they render fine.
Enhanced Zoho CRM and Office 365 calendar synchronization features!
Dear customers, We're excited to share some significant improvements to our Office 365 calendar synchronization features, aimed at providing you with more control and a more personalized experience. What’s new Choose your Office 365 calendar: During the
NOT SYNCING ORGANIZATIONS-ZOHO BOOKS AND ZOHO INVENTORY
I purchased the zoho books before and again i purchased zoho inventory after 2 day while syncing the orzaniazation i deleted the trial account of inventory and started the new organization on same user. The problem is that the new inventory organization
Zoho CRM - Cadence Data Availabe in Zoho Analytics
Hi Zoho Team, I've noticed that Cadance data is not currently available in Zoho Analytics. Is there a timeline for when this will be available? Thanks, Ashley
Create Package From A Picklist
Dear Zoho, Can it be made possible to create a package from a picklist? The reason our company makes a picklist is for that to become a package Our sales orders have 600-1000 items I hope that makes it clear that it's hard to delete 990 items when we
Automation Series: Percentage-based Time Allocation
Employees in an organization work across several projects simultaneously. Their work hours are split among multiple tasks from different projects. Logging time for each task manually can lead to inconsistency, and the effort rarely gets divided equally.
Zoho CRM Community Digest - September 2026 | Part 1
Hello everyone! The first half of September brought subform-level workflow rules, emoji reactions on notes, and the new zoho-crm skill for AI-assisted CRM development. Given how much there is to it, we've followed the announcement with two Kaizens: one
Button with a mapped null value causing "Empty value found, proceed?" GUI - Can this be stopped?
Hey All, I started seeing this GUI pop up recently when mapped buttons have a parameter that is null. (It might be a new behavior, or perhaps I'm only recently coding where I'm running into it now where I was not prior.) Instead of passing the null through
Feature Request: Post-commit Subform Row Event (onRowSave / afterRowCommit) in Client Scripts
Hello Zoho CRM Product & Engineering Team, Requested Feature: Introduce an afterRowCommit (or post-commit onRowSave) subform event in Client Scripts that fires immediately after an inline subform row has been successfully committed to the database, passing
Possible to create link from prefill querystring parameter?
Hello. I have a form that takes a prefill querysting parameter for a product stock code and uses it to populate a single line textbox. I'd like to be able to use that value to create a link in a description field using the token like: ${zf:SingleLine1}.
[Live Webinar] E-Rechnung 2027 - Deutschland Edition - 14.10.2026
Liebe deutschsprachige Zoho Community, Vor dem Hintergrund der sich weiterentwickelnden Anforderungen an die elektronische Rechnungsstellung in Deutschland ist jetzt der richtige Zeitpunkt, um zu verstehen, welche Vorbereitungen Ihr Unternehmen treffen
[Free webinar] Learning Table Series: From code to intent: The evolution of application development
Hello everyone, We are excited to invite you to another edition of the Learning Table Series webinar. Building an application involves more than just development. It starts with understanding business requirements and planning the solution before building
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