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• Set Mandatory Lookup Fields in Ticket Layout

  I added a custom module called 'Site' in the desk. I also added a lookup field 'Site' in the ticket layout. Now, I want the 'Site' field to be mandatory in the blueprint transition. How can I do that?

• viewing deactivated users on a calendar

  I was just on help chat Me: Ok, Can i verify that I understand correctly? If i fire someone, I need to deactivate them in zoho asap so they don't have access to company data (like customers). When I do that, there is no way to see them on the CRM calendar

• Non-depreciating fixed asset

  Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land

• Reconciliation: don't auto-select transactions outside the entered Period

  When initiating a reconciliation for a defined Period (say April 1 to April 30), Zoho Books auto-checks transactions whose Statement Detail dates fall after the period end date. With "Show based on grouped bank statements" enabled (the default), the screen

• Settling Credit Card Payments

  Hello All, Been using Zoho books recently. The banks have been configured to add credit cards as a liability account in the chart of accounts. we have incurred payments and have recorded these expenses as paid thru credit card However when it comes to

• Integrations of freelancing websites

  It is a customized effort which we require to be implemented on our Zoho recruit. We want that Upwork and Freelancer and other such freelancing websites get integrated into our Zoho Recruit, so that, any communication which we do with the candidates from those websites gets directly recorded on our Zoho recruit and we don't have to move back and forth by opening any other application other than Zoho. If this can be done, we think of managing the entire communication through Zoho recruit and use it

• 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

• Ability to Set Client Name During Portal Invitation

  Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating

• Once the photo is clicked, the image is not making a reliable match against profile image on the organization's Zoho People database.

  Please advise how to improve reliability of the kiosk image match for clocking in/out. We are trialing this however not having success after the first image match. I'm guessing these matched because the profile image was taken the same day and the employee

• Announcing new features in Trident for Mac (1.38.0)

  Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to take workplace communication to the next level. Let’s dive into the details. Access message drafts from anywhere. Have you ever typed out a detailed response

• Direct Access and Better Search for Zoho Quartz Recordings

  Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displays

• Celebrating the businesses behind Bigin: Customer Awards 2026

  Hello Biginners, We're excited to announce the very first Bigin Customer Awards! If Bigin has played a role in your organization's journey, we'd love to hear about it. Share your story for a chance to be recognized among the best Bigin users across industries.

• What's New in Zoho Analytics - June 2026

  Hello Users! This month is about meeting your data wherever it lives: reaching it from AI assistants, bringing it in from more sources, and keeping it flowing with less manual effort. Here's what's new across Ask Zia and AI, data import, integrations,

• Quick response appreciated - Vertical line on line graph

  Hi, I need to present a line graph showing historical and future data points. What I'd like to do is add a vertical line to denote the current date - to clearly show what is past and what is future. How can I achieve this please? Thank you Marc

• Zoho forms with iframe and Javascript embedding not working

  I have integrated zoho forms with iframe and Javascript embedding in my Ruby on Rails application.There is problem form action are not working on clcik on just Chrome browser mobile view ,it's working on Firefox and others.So, what is the solution of

• Agentes Zia en Zoho CRM: ¿Qué son los agentes de IA?

  Los agentes de IA son entidades digitales autónomas impulsadas por inteligencia artificial que pueden actuar de forma similar a un empleado humano. Los chatbots convencionales y la IA generativa pueden proporcionar información o redactar contenido, y

• [Free webinar] Creator Tech Connect - Zoho Creator product updates, July 2026

  Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar comprised of pure technical sessions, where we dive deep into the

• What's New in Zoho POS - June 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 June went. Zoho POS for macOS We are excited to announce that we extended our front end billing application

• Different languages for users

  Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,

• People 5.0 widget and API questions

  While creating Widget for People 5 I found couple issues that I can’t find answer on my own: 1) How to get leave requests according to this API https://www.zoho.com/people/api/get-records-v2.html. I tried: requestData = { "url": "https://people.zoho.eu/api/v2/leavetracker/leaves/records",

• Integration with existing websites

  So most companies have existing websites. They want to integrate an online store with their existing site. How is that possible in zoho commerce please.

• How to Fix the Corrupted Outlook 2019 .pst file on Windows safely?

  There are multiple reasons to get corrupted PST files (due to a power failure, system crash, or forced shutdown) and several other reasons. If You are using this ScanePST.EXE Microsoft inbuilt recovery tool, it only supports the minor corruption issue

• What's New in the Trips Experience

  We've redesigned the Trips module to make trip management simpler and more intuitive. Here's a quick look at what's changed. Simplified Trip Creation and Itinerary Management Flexible Trip Creation: You can now create and save a trip without adding itineraries

• Mise à jour de Zoho Books – France

  Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre

• [Important update] : Shopify migrating from REST API to GraphQL API

  Dear Shopify integrated users, As part of enhancements, Shopify has deprecated the REST API access and all the integrated apps must comply with the new GraphQL API. Fore more details, visit : https://shopify.dev/docs/api/admin-rest/latest/resources/order#resource-object

• Feature request - export as video

  Export presentation as video. I think that it would be super useful for many users. Thanks

• Export as MP4 or GIF

  Hi, Just wondering if there's a way to export/convert a presentation to an MP4 video file or even a GIF. One use case would be to use the animation functionality to create social media graphics/charts/gifs/videos. Thanks for a great tool... Rgds Jon

• Stage Transition Rules prevent moving deals to other pipelines

  I have rules in place when moving deals to lost or win to ensure some particular fields are updated to ensure accuracy. However these rules are preventing me from moving deals to other pipelines. I'm having to delete the rules, move deals, then set rules

• Can't send email using template. Email address has been blocked error.

  Hi. I'm setting up a new Zoho CRM account and doing our first customizations. While testing the email templates to use during blueprint transitions, I always get this error: "Sorry! Email address has been blocked." Any ideas? Thanks. Bruno

• unify organisation management

  As I am exploring different Zoho products (such as Workplace, CRM, Books, Contracts, Projects), I am noticing that there is no unified and streamlined organisation management. You can define different parameters for the same organisation (e.g. base currency)

• Cannot Send Outgoing Mails on TeamInbox Reason:554 5.1.8

  Hello, I am receiving this error when trying to send emails from TeamInbox: Error while processing the request! Unable to send message;Reason:554 5.1.8 Email Could not be delivered for policy reasons. Does anyone know how I can solve this issue? Thank

• Bring more clarity to your blueprints with color-coded transitions

  As your hiring processes evolve, blueprints naturally become more detailed. When multiple transitions connect different stages, it can take extra effort to identify approvals, rejections, reviews, and other actions at a glance. With this enhancement,

• MARKED AS SOLVED BUT ISN'T SOLVED - Unable to Send Outgoing Messages in Android Cliq App

  Every time when an outgoing message in the android cliq app is sent it will look like it successfully sent, but when you check the message it just has an error exclamation point icon next it and has option to resend or delete the message. When the resend

• Canvas and calendar

  Is it possible to have a canvas view that shows say a contacts details with the meetings calendar on the same page?

• Free webinar: Zoho Sign in Q2 2026 - A quick walkthrough

  Hi there, The second quarter of 2026 has flown by, and the Zoho Sign team has been hard at work releasing features to enhance how you send, sign, and manage documents. Join us for our upcoming webinar, where we'll discuss what's new and what's to come.

• Zoho Marketing Automation WhatsApp Campaign Import Sync for Zoho Analytics

  WhatsApp is a critical channel in modern marketing, yet WhatsApp Campaign metrics from Zoho Marketing Automation currently cannot be natively imported into Zoho Analytics via the default advanced analytics connector. Integrating this into the standard

• 【Zoho CRM】アップデートのお知らせ：ミラー要素

  ユーザーの皆さま、こんにちは。コミュニティグループの中野です。 Zoho CRMに新しいフィールド機能「ミラーの要素」が追加されましたのでご紹介します。 これにより、別タブにある項目の値をリアルタイムで表示できるようになりました。 目次 1. ミラーの要素とは 2. ミラーの要素とルックアップ項目の連動項目の比較 ― どちらをいつ使うべきか 3. 適用範囲と制限事項 1. ミラーの要素とは これまで、別タブにある項目の値を引っ張ってくるには、カスタム関数やワークフローを使った値の更新が必要でした。

• Generate payment links to collect your payments from Android

  Hello everyone! We're happy to announce that users can now generate payment links from their Bigin mobile app to collect payments from customers. This will help them manage their payments more efficiently, as payment records are linked to the pipeline

• Introducing the Image Slider field: Multiple images, one clean carousel

  Hey everyone, Some context is best communicated visually. When you are offering a service, a written description rarely does enough work on its own. People want to see what they are signing up for before they book or pay. When you are selling a product

• Online PDF Editor

  Hello Team, There is a small glitch i found when i was using your online software called "PDF Editor", There is a menu bar on right side comes when we click on 3 dots for any pdf, but that entire menu has no options to choose, that is totally blank, please

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