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• Recent Topics

• 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

• Multiple Pipelines

  Is it possible to create multiple candidate pipelines?

• Automation #7 - Auto-update Email Content to a Ticket

  This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly

• Introducing Custom Columns in Forecasts in Zoho CRM

  Release Plan: Enabling in Phased Manner Hello all, Forecasts in Zoho CRM help sales representatives, managers, and business stakeholders evaluate performance and plan future sales activities. While standard metrics such as Target, Achieved Amount, and

• How would you handle Warranty replacement parts or items in zoho inventory

  Hi everyone, I'm working on setting up zoho inventory for our distribution business.  We handle the service for our customers and will replace items that malfunction under a warranty basis.  Does anyone else do this and how do you set it up in inventory?  Do you have to create a sales order and if you want to the original item back, do you use a RMA?  If so, how is it done so there isn't a credit memo associated with it? Thanks, Tim

• Atlassian Jira integration live in Zoho Apptics

  Tracking crashes and fixing them often happen with different tools. You might use Zoho Apptics to track crashes and understand what went wrong and Jira to resolve those issues. If you use both, you're probably familiar with the manual effort involved

• What's New in Zoho Billing | January 2026

  Excited about the latest enhancements in Zoho Billing? Our January updates bring an intelligent AI assistant, smarter subscription management, and improved tax compliance, saving you time and reducing manual work. Dive into the details below to see how

• Currency Change for Companies

  Hello FSM Team, We would like your assistance in changing the company currency for our UAE organization from AED to USD. Currently, all customers and users are configured with AED currency settings, and we would like to standardize the organization currency

• 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.

• Mirror Component in Zoho CRM: Access real-time related data without leaving your record

  Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having

• Automated entries past the current month in a calendar report

  Hi all, I have an automation problem. I have a form which on successfull entry adds either 5 or 10 more of these entries with a slight change so our customers can see it throug a calendar report on the webiste. The entry put in manually shows up perfectly

• Temporary access issue on Android and iOS devices

  Hello, Zoho Sheet users! We're aware that some of you are currently unable to open spreadsheet files from your Android and iOS devices. We extend our sincere apologies for the inconvenience caused. We're working on fixing the issue with highest priority

• DYK 4 - Reactions

  Did You Know that you can react to comments in Zoho Projects? In a collaborative workspace, comments come in throughout the day. Some need a detailed reply, others just need to be acknowledged, and the more the replies, the harder it is to follow the

• since the new interface of ZOHO writer can't turn of automatic reminder option for merge documents

  Since the new interface of ZOHO writer I have this problem. I have a large set of templates that I use to send documents to ZOHO Sign. But now in all those templates the box for Sending reminders is ticked, which i don't want. But even if I untick the

• Introducing Interactive WhatsApp Templates and Quick Replies in the Bigin iOS App

  Hello everyone! We are happy to introduce interactive WhatsApp templates and Quick replies in Business Messaging in the Bigin iOS app. Scenario: John Bailey owns a small-scale digital marketing company. He gets an enquiry on chat while he is busy, so

• New UI for Writer - Disappointed

  I've been enjoying Zoho Writer as a new user for about 6 months, and I really like it. One of my favorite things about it is the menu bar, which you can hide or leave out while still seeing most of your page because it is off to the left. I think this

• Accrual Data - Zoho Books API

  Hi Team, When we integrate Zoho Books with Zoho Analytics, we usually receive a consolidated dataset called “Accrual Transactions,” which contains all types of transaction data. Could you please confirm whether it is possible to retrieve this same data

• 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

• Qualified electronic signatures (QES) via SIGN8 in Zoho Sign

  Zoho Sign now integrates with SIGN8, a qualified trust service provider (QTSP) under the eIDAS regulation, so you can collect qualified electronic signatures (QES) that are legally recognized across the EU. With QES via SIGN8, you can: Allow recipients

• SalesIQ Live Chat Widget Upgrade For Zoho Desk Customers

  The older version of the SalesIQ live chat widget will be deprecated on May 15, 2026. SalesIQ powers the chat experience across Zoho Desk, Help Center, and ASAP widgets. To ensure continued support, Zoho Desk will begin rolling out the new SalesIQ widget

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

• Support Custom Background in Zoho Cliq Video Calls and Meetings

  Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the video background capabilities in Zoho Cliq, specifically the ability to upload and use custom backgrounds. Current Limitation At present, Zoho Cliq allows

• Looking for Guidance on Building a Zoho Website

  I'm exploring the possibility of building a custom website with specific features using Zoho as an alternative platform. My goal is to create something similar to https://gtasandresapk.com , with the same kind of functionality and user experience. I'd

• Linking Contacts to Other Modules

  In creator, I've got a Contacts page with a lookup that searches Suppliers. Is there a way to have the contacts attached to the Suppliers modular as a list automatically, similar to the CRM version? It goes the other way. If I entered an Employee in the

• What's New in Zoho POS - April 2026

  Hello everyone, Welcome to Zoho POS’s monthly update, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how April went. Access and manage other web applications in Zoho POS with Web Tabs You can now access

• Plug Sample #9 - Get Notified on Cliq When Your Premium Customers Interact with SalesIQ's Zobot

  Hi everyone! We're here with another simple yet effective plug for your chatbot to integrate with Zoho Cliq to make your job easier. Just imagine whenever a potential lead or your premium customers are on your website, and they engage with your chatbot,

• Zoho IP address blocked by Microsoft

  Today I tried to send emails to Outlook email addresses and all of them failed. The log displays like this: Reporting-MTA: dns; mx.zohomail.jp Arrival-Date: Fri, 27 Jun 2025 12:52:30 +0800 Original-Recipient: rfc822; ######@outlook.com Final-Recipient:

• Remove "Subject" as a required field on Quotes

  Currently, when you create a quote in CRM, the field "Subject" is mandatory. The properties of a system defined field cannot be edited which means we cannot de-select the mandatory requirement. A 'subject' on a quote is a little vague and not something

• Integrate QuickBooks with Bigin and streamline your sales and accounting!

  If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes

• Upgraded sentiment analysis model for more accurate detection

  Hello everyone! Sentiment Analysis in Zia is being upgraded to a newer model to improve how customer sentiment is detected and interpreted. This transition is aimed at getting better contextual understanding across all supported channels. As part of this

• Adding contact to account automatically in helpdesk?

  Hello, We're using Zoho desk to managed our helpdesk tickets.  Is there a way to add contacts (email senders) automatically to an account based on their emails domain name?  For example:  when UserA@companyx.com send an email to our support mailbox, a trigger or a workflow would automatically add the userA to Companyx account if it does exists  Please advise Thank you 

• GLM 5 not available

  Hello, I am trying to setup a Zia Agent using agents.zoho.com. The settings says that GLM5 is among the list of free zoho hosted models available. However, when I try to setup an agent and pick a model from the list only GLM 4.7 Flash is available. How

• Native QuickBooks integration for Zoho CRM: Connecting sales and finance

  Greetings, I hope all of you are doing well. We're excited to announce Zoho CRM's integration with QuickBooks Web, which is designed to synchronize your CRM data with your QuickBooks accounting records and bridge the gap between sales and finance. This

• Knowledge base articles is now available in the Zoho Desk mobile app!

  Hello all,   As a customer service agent, every day you might have to deal with many questions and issues reported by the users. With Knowledge Base, you can reduce the issue resolution life cycle for your organization.   We are delighted to announce that we have brought in support for 'Knowledge Base articles' in the Zoho Desk iOS mobile app.  This feature is already available for Android users.   KB articles are available to iOS users in the latest version of the app (v2.4.9). You can update the

• Urgent Issue – Draft Reply Fails to Save When Message Contains Code Snippets

  Hello Zoho Desk Support Team, We are experiencing a critical issue in the ticket reply editor that is directly impacting our support operation. Whenever we write a reply containing code snippets, URLs, or technical content (for example, terms like “curl

• Introducing parent-child ticketing in Zoho Desk [Early access]

  Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

• Zoho CRM Meetings Module Issues

  We have a use-case that is very common in today's world, but won't work in Zoho CRM. We have an SDR (Sales Development Rep) who makes many calls per day to Leads and Contacts, and schedules meetings for our primary Sales Reps. He does this by logging

• Huge confusion in zoho crm and zoho analytics

  Context => We have reporting based hierarchy in zoho crm and basically there will be one sales head and couple sales managers and 10 pre sales excutives divided between 2 sales managers we have maintained that in zoho crm and there is complex reporting

• information on a suggestion how to treat old records in the - pipeline deals, notes, activities (tasks- events-calls) and emails etc.

  Hi, I would like information or a suggestion on how to treat old records in the - pipeline deals, notes, activities (tasks- events-calls) and emails etc. ? As each option (pipeline deal, notes, activities, emails etc.) counts as a record and as we advance

• Inventory batch details

  Hi there, I'm trying to get the batch details of an item, here's what I've done so far. I've sent cUrl request to the below endpoint and I get a successful response. Within in the response I find the "warehouses" property which correctly lists all the

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