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• Partial payments for retainer invoices

  When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.

• Export an email as an HTML file?

  How do we export an email in Zoho Marketing Automation as an HTML file? We have an advertising partner that needs our campaign email as an HTML file. We can't find any way to do this. If this is not possible, please explain why. It doesn't make sense

• Function #30: Display list of associated PO on SO details screen

  Hello everyone, welcome back to our series! Imagine having the ability to effortlessly access and view details of all purchase orders linked to a sales order directly from the sales order itself. Well, today's script is designed to do just that for you.

• This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

  Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

• Select CRM Custom Module in Zoho Creator

  I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?

• Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

  Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

• Custom Print Button in Page/Stateless Form

  [Zoho Creator] Unable to Add Custom Print Button to Page or Stateless Form We need the ability to add a custom print button on a page or stateless form in Zoho Creator to print a templated or formatted output (e.g., appointment confirmation, summary slip).

• Unified customer portal login

  As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

• Invitation-Based User Access in Zoho Analytics

  Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security

• Ask the Experts 21: Power up your support game with Zoho Desk Automation

  " In every business, there are tasks to automate, Zoho Desk helps with features that integrate Assignments to manage tickets and teams to align,Macros for quick actions and workflows to streamline Contracts and schedules to hold things tight, Plans run

• CRM calendar not syncing with Zoho Calendar

  The sync is not happening: This is my Zoho Calendar CalDAV synced with Outlook This is my Zoho CRM Calendar (sadly empty ...) I have enabled CalDAV Access. In Zoho Calendar, I have set up APP Calendar sync like this: What else can I check? Thank

• Automating Employee Birthday Notifications in Zoho Cliq

  Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

• Page Variable Not Passed from Report to Form

  [Zoho Creator] Page Variable (Resource) Not Passed from Report to Form in Appointment Module We are facing a limitation in our Appointment Module related to the handling of page-level variables. We are using a page variable to select a resource, which

• Zoho.eu and U.S. Cloud Act? Can U.S. request Zoho.eu data?

  Given the current political situation in the U.S. and possible near future implications for data privacy and security, I am curious about Zoho’s obligation to comply with the U.S. cloud act or other U.S. requests for private customer information from

• Function #55: Convert multiple quotes to single SO using Custom Button

  Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer's

• MS Teams Meeting to Zoho CRM

  Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can just

• Creating Layout Rule With Formula Field

  By The Grace Of G-D. Hi, I see that i cannot use Layout Rules to show/hide Formula Fields. Is that something you plan on adding sometime soon?

• Zoho CRM Two currencies on one record

  Hello all, Our country is planning to transition to Euro from our local currency. The government is planning to mandate that all companies show their invoices, quotes, etc. in both currencies for a period of one year in order to protect from speculation.

• Combine / merge multiple invoices into master

  Good morning Zoho! Upon looking for a solution for my issue, I found many that had my similar problem...dating 13 years ago! Please, any updates on this? Merging multiple invoices on a Master Invoice would alleviate all the extra work of resending and

• Free Webinar Alert! Productivity Hacks that you don't want to miss on June 24

  Hello Zoho Community! Want to work smarter and get more done with Zoho Mail? We’re here to help! Join our interactive webinar to explore powerful Zoho Mail features that can boost your productivity. Watch live demos, learn helpful tips, and take part

• Web Clipper cannot save to collections

  With the recent update that added collections, i am unable to use the web clipper to save to a collection

• Set File Upload fields as mandatory

  Currently the CRM for some reason lacks the ability to set a file upload field as mandatory So we have an issue We have a requirement that before a Deal stage is set as Deal is Won the member needs to upload a file Now for some weird reason in Zoho I

• sort by name is always z to a

  I typically keep my notes in alphabetical order. Suddenly they are all backwards - z to a. They stay that way whether I select a to z or z to a. Is there a way to fix this?

• Project Management Bulletin: June, 2025

  Our project management suite's representatives have been busy socializing with global customers in the USA (Zoholics) and Australia (roadshows). We also had multiple stop overs at our customer’s establishments and were glad to see the efficiency our products

• How to get values from both tables in Join in COQL query in Zoho API

  In this below query I can get value either from Deal Table or from Contact table. If I wanted data from both the table it is not working. Can you please help me with this. Thanks in advance. {     "select_query": "select ,A.Deal_Name,B.First_Name,B.Last_Name,

• Agenda For Zoholics Benelux & Nordics 2025

  Dear Zoho Benelux community, We are pleased to announce the agenda for Zoholics Benelux & Nordics 2025 on September 23-24 at NBC Congrescentrum in Nieuwegein. The topics of the presentations are: Zoho innovations in the region and worldwide The introduction

• How to query Deal "Stage" "Is Open" in Analytics SQL?

  How do I query this "field" in Analytics? What is going on? It seems like there is another 'mapping' somewhere but that it is inaccessible with raw sql??? If I query "Stage" Like '%Won%' I get a wildly different number than I do when I manually filter

• CRM notes

  I want to be able to add notes to a task that do not necessarily get rolled up into an account or contact.   For example, I tasks to work on a Court Order for John Doe divorce account.  There might be lots of updates (in the form of notes) that employees

• Multi-Select lookup field has reached its maximum??

  Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

• Enhanced Candidate Portal: Now Featuring Federated Login, Passwordless Access & MFA

  You can now enhance your Candidate Portal experience with Federated Login, Password less Sign-in and Multi-Factor Authentication (MFA). These features offer greater flexibility and control—allowing seamless sign-ins through trusted platforms and adding

• How do I edit the Calendar Invite notifications for Interviews in Recruit?

  I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent

• Important! ZipRecruiter Sponsored Posting Plan Changes in Zoho Recruit

  Greetings, We’re reaching out to inform you about an important upcoming change to the ZipRecruiter Sponsored job board integration within Zoho Recruit. What’s Changing? Starting June 1, 2025, Zoho Recruit will be updated with ZipRecruiter's latest pricing

• WhatsApp pricing changes: Pay per message starting July 1, 2025

  Starting July 1, 2025, WhatsApp is shifting from conversation-based pricing to per-message billing. That means every business-initiated message you send will count. Not just the first one in a 24-hour window. Pricing updates on the WhatsApp Business Platform

• Action requested: Retain your sales journey configuration in Path Finder

  Dear Customers, We hope you're well! As you might know, we're completely overhauling our journey management suite, CommandCenter, and are in the last leg of it. As a means of getting ready to go live, we will be announcing a series of requests and updates

• Custom View and Custom Fields

  Hi We have custom fields that we need in the Sales\Customer module and we would like to have the fields available to view in the Bills module so that we can add them to a custom view, is that possible? That way we can look at the Bills screen to see what

• Missing Fields in Lead Conversion Mapping

  I’ve been using Zoho CRM since 2013 to manage leads and convert them into contacts and jobs. When I convert a lead to a customer, I create a new contact and a job. Previously, this process automatically transferred key information from the lead to the

• Can I write a check in Zoho Books with no associated bill?

  This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply. 

• Automation#35 : Auto-Add Comments under the Owner's Name in Tickets via Macros

  Hello Everyone, This week's custom function provides simple steps to configure a Macro for adding comments to tickets with the name of the Comment owner. When managing tickets, you can use the Comment feature to communicate internally with your team and

• Subfrom Changes are NOT included in Audit Logs and Timeline

  In the Timeline the subform changes are not tracked We have an important custom module for Recording Pricing Information It has a subfrom, now if Changes are made to the subform fields they are not shown in the timeline, ONLY the aggregated fields This

• Tracking Emails sent through Outlook

  All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But

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