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• Recent Topics

• How to restore deleted campaigns?

  I accidentally deleted my first campaign that went out today (08/21/18). How do I restore it?

• Organize and Clone Task Custom Views

  We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:

• Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

  Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's

• Stock Count History in Product Details – Zoho Inventory

  Hello Zoho Team, When I perform a Stock Count for a product in Zoho Inventory, I would like to view the history of those stock counts later — especially from the product details page. Currently, I can perform the count and update the quantity, but I’m

• Kits: Option to Hide Associate Items on Documents

  The new Kit type of Composite Item is very helpful, and we're already using it in several different ways. One problem is that there seems to be no way to hide the components on some documents, including Package Slips. There is an option given in settings

• Pick List Issues

  I have created a pick list that looks at a table in a sheet, it selects the column I want fine. Various issues have come along. The option to sort the pick list is simplistic, only allows an ascending alphabetical sort. Bad luck if you want it descending.

• Zoho Books CREDIT LIMIT is completely USELESS due to a BUG!!! Please fix it ASAP!!

  Credit Limit should not be taken into account if payment terms on the Invoice are without credit. If selected Credit 0 days (Prepayment) why in this world would a notification pop up saying credit limit is exceeded and not allowing to create an invoice?

• Show item Cost value on Item screen

  The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item

• Show all items making up the composite item in transactions

  Dear Zoho, Currently, when we select a composite item in Zoho Inventory for a transaction, we do not receive a breakdown of the individual items that make up the composite. This makes it challenging for our team to accurately pick, pack, and ship the

• Is it possible to adjust the web browser tab title (when a ZoHo Desk ticket is opened)

  Hi All, When I open a ZoHo Desk ticket in a web browser, the tab title (text that appears at the top of the browser tab) uses the logic: *company icon picture* (xxxx) #ticket number - company name See below (highlighted in red) for reference. Company

• Configure ChatGPT in Zoho Cliq | Now with GPT-4!

  Updated for GPT-4 Support: The post and scripts has been revised to take advantage of the new GPT-4 model's capabilities. Please use the updated version for enhanced performance and accuracy. If you have been on the internet for the past few months, you

• Editing the text on the Help Center home page

  Is it possible to edit the "Welcome to Help Center" message anywhere? This one: We'd like to be able to tailor it a little more ourselves.

• Upcoming Changes to LinkedIn Parsing in Resume Extractor

  Starting 31 July 2025, the Zoho Recruit Resume Extractor will no longer support direct parsing of candidate data from LinkedIn profiles. Why Is This Change Needed? In accordance with LinkedIn’s platform policies, extracting profile data through browser

• How to Initiate WhatsApp Message on SalesIQ?

  I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.

• Have completed Zoho Sign documents attach automatically to contact and/or account

  Hello, Just used ZohoSign for the first time to get an e-signature on an important document. Setting up the template was nice and easy and configuring the request to go to the right people and training a member of staff was also very easy. HOWEVER Why

• Rich Text For Notes in Zoho CRM

  Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

• "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."

  @Dr Saurabh Joshi @Haiku Technical Support @Ishwarya SG @Sparrow Hill President @Hugh Marshall "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."

• Using email "importance" as workflow-criteria

  I'd like to set up a workflow that triggers if an incoming email has been flagged as "high importance" but I'm not seeing any way to do that. Hopefully I'm just missing something obvious...?

• Send emails directly via Cases module

  Greetings all, The ability to send emails from the Cases module, which users have been eagerly anticipating, is now available, just like in the other modules. In Zoho CRM, Cases is a module specifically designed for managing support tickets. If your organization

• Currency transition

  We are using Zoho CRM in Curacao, Dutch Caribbean. Our currency is currently the ANG. Curacao will be transition ing from using the ANG (Antillean Guilder) to using the XCG currency (Caribbean Guilder) on March 31st 2025, see: https://www.mcb-bank.com/caribbean-guilder.

• Color of Text Box Changes

  Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and

• Update Lead Status in Zoho CRM When a Meeting is Booked via Microsoft Bookings

  Hi everyone, I’m trying to streamline our lead management process and would like to automatically update the Lead Status in Zoho CRM whenever a meeting is booked through Microsoft Bookings. Has anyone successfully implemented this kind of integration

• How to link web sales payments through Stripe to invoices?

  I have just set up an online shop website which accepts payments through Stripe.  The payment appears in Zoho Books through the Stripe feed as 'Sales without invoices'.  In order to keep Zoho Inventory in step, I manually (for now) create a Sales Invoice

• Zoho Website Site Speed Up & Setting

  We are experiencing slow loading speeds on our Zoho website and would like assistance in optimizing its performance. Kindly review the site and suggest or implement necessary improvements to enhance speed, especially related to: > Caching mechanisms >

• Kaizen #199: FAQs on Multi-Select Lookup (MxN) Field in Zoho CRM

  Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone. Got

• NFC Support

  Hi, I would like NFC Support like Zoho Creator, to pre-fill field values by scanning an RFID device. Zoho Creator NFC here: https://www.youtube.com/watch?v=F4JoMWnF82I Both on a Field's User Input (Mobile Apps), in additon to QR Code & Barcode today,

• Zoho Desk Android app update: Enhanced UI of the History tab.

  Hello everyone! In the latest Android version(v2.9.10) of the Zoho Desk mobile app, we enhanced the UI of the 'History' tab within a ticket. Also, we have introduced a filter option to easily search the history based on the actions performed on the ticket.

• UK Registration for VAT with existing stock/inventory

  We have an existing inventory of stock and are investigating how to handle the conversion from a UK VAT unregistered company to a UK VAT registered company. Enabling VAT registered status looks extremely easy, but we cannot find any way within Books to

• Blueprint - Mandatory file upload field

  Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can we

• Is Zoho Marketing Plus part of Zoho One?

  Hi, Is the new fancy Zoho Marketing Plus part of the Zoho One package? Is there any benefit in using this rather than the standalone products? Many thanks Jon

• Is it possible to Bulk Update 'Product Name' in Zoho Desk?

  Is it possible to Bulk Update 'Product Name' in Zoho Desk? I cannot see that option now. Kindly help how we can do it.

• Trigger action after workflow

  I would like to trigger a deluge function after the approval workflow is complete. Is this possible? The objective is to take the approved document and move it over to Zoho Contracts to send out to our customer for review and signature. The reason we

• Change visable Subform fields

  I have a form with 4 subforms in it. I added another field to each of the subforms in my main form. Now, how do I update the subforms to show the new fields that I added?

• Announcing Agentic AI - Ask Zia!

  We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.

• Integrate Bunq with ZOHO Bookes

  We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?

• Trial Extenstion/ 2nd Go!

  Hi, Recently trialed FSM bit didnt get a chance to try out the most recent features is it possible to get another trial to try the new features and see if I can make it work for me?

• Whatsapp BOT with CRM

  Hello, how do you use Whatsapp integrations in zoho CRM?

• Weekly Tips : Take Control of Your Sent Emails using Outbox Delay

  Ever clicked “Send” on an email, then instantly realized you forgot something—like a file, an attachment, or even made a small typo? It happens more often than you'd think. Wouldn’t it be helpful if your email waited a little before actually going out?

• Format of data after export to spreadsheet

  Dear Zoho, can you explain to me what is the point of a report exporting to XLSX if the format of the amounts that will be created there is in text format and not suitable for anything? Why do I need data in a sheet with which nothing more can be do

• Mapping a custom preferred date field in the estimate with the native field in the workorder

  Hi Zoho, I created a field in the estimate : "Preferred Date 1", to give the ability to my support agent to add a preferred date while viewing the client's estimate. However, in the conversion mapping (Estimate to Workorder), I'm unable to map my custom

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