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• [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

• Introducing Zoho TouchPoint in Zoho One

  Hello Zoho One users, We're excited to announce that Zoho TouchPoint is now available as part of the Zoho One suite! As businesses grow and customer interactions become increasingly digital, the way you connect and engage with customers matters more than

• Introducing Global Board View for Work Items

  Global Board View in Zoho Sprints now equips you with a unified board for all the work item in your workspace and provides as a bird's eye view of every project's work items on one board. When you are a part of multiple projects or when a release is dependent

• Funnel widgets showing Amounts not just Count

  Hi Can I request that the Funnel widgets have a toggle that allows you to optionally show that it shows the value of deals rather than just the count of deals. There are some great funnel widgets, but they all seem to only show counts. Whilst I get that

• Forecast for Profit

  Hi Can I request the ability to be able to create a forecast for custom fields, other than for Revenue and Quantity? I want to target the team by profit. Profit is a custom field, so I get why it's not on there, but really it's just a value field like

• Breaking Change Announcement: Users API Response Restricted for Client Portal Users

  Hi all, We are introducing a breaking change to the Users API when it is accessed by Client Portal users. Status: Live This change is now live in production. Please review your integrations and make the necessary updates. Affected endpoints: GET /users

• How to customize X/Y-Axis labels in CRM Chart Reports?

  Hi, While exploring custom chart reports in Zoho CRM, I’ve hit a roadblock trying to change the names of the X-Axis and Y-Axis labels. They appear completely locked as the default values. Zoho seems to hardcode these labels to match the exact field names

• How to add custom lookup-type field to meeting module form in Zoho CRM

  We need to have a lookup field to a custom module's record in Zoho CRM. But it appears that look-up fields are not enabled in Meetings/Events module in Zoho CRM. How do I design/implement a custom look-up type field that will lookup records from custom

• Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions

  Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performance

• Using IMAP configuration for shared email inboxes

  Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

  Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

• Mail menu bar items missing in Inbox and folders

  Last night some shortcuts such as Move to Folder, Archive, Delete, Mark as spam, and others, disappeared from my Mail menu bar, along with items in the vertical three dots extension such as Mark as read, Flag as, Mark as unread, etc. What I now have instead

• Contact removed when picking ticket template.

  hi new to Desk rolling out to company, replacing Freshdesk. Is there way to keep the in context contact when selecting a template? When you choose a template you lose the contact!

• Zoho Campaigns 3.0 - Padding Controls Not Intuitive

  Hi Campaigns Team, 3.0 looks amazing, but I have noticed one part which is not intuitive at all. The padding controls show a circle and a line. Intuitively, the circle is the object and the line is the edge which you want to add the padding to. However,

• Error with bank feed activaiton (Global edition)

  Hi there, We've started using Zoho Books in NZ and have been struggling to activate bank feed from BNZ. Althouhg following the instruction to active bank feed, an error message appears every time as attached. Plase advise how to resolve this matter. Thank

• Moving from Zoho standalone to Zoho One

  Hi, I am a bit disappointed with this. We have been using Zoho CRM, Zoho Books, Zoho Forms, and Zoho Flow for a couple of years. While they have their own compatibility issues, we’ve been able to navigate them thanks to Zoho Flow—not the support from

• ZohoBooks - "Account transactions" report doesn't have any "Desciptions"

  Hi, I'd like to push for this to be included in ZohoBooks: In a "account transactions" report all the numbers are right, but I'd really like to see the "Description" as part of this report, i.e. the line-item-description as I would see it in the bank statement. Essentially all you see is a list of numbers adding up to the total. It is very difficult to see if things are right without being able to see what exactly each transaction refers to. Going into each transaction one-by-one is not a workable

• Create Campaign using API: 1007errorUnauthorized request

  Hi there, I'm trying to create a campaign using the APIs and following step by step this documentation https://www.zoho.com/campaigns/help/developers/create-campaign.html, but I have an 1007 error Unauthorized request. I created (I'm using PHP) the code

• Convert Sales order to Delivery Challan

  Dear Developer Team, In Zoho books we cannot convert sales order into delivery challan before making invoices. As a service business we have to get the delivery note signed then only we can make the invoice. In Some cases we don't receive a purchase order

• Exceed Limit Execution

  Hi Everyone, I begin to encounter some execution limit hit, The 1st part wherein when a record was being submitted, it checks and patch existing rows (Site Asset Services) matching the submitted row (PMS form) error: row1.Serial_N=Final_Rec.AV_Serial_N;

• Transaction rules for "Owner's Contribution" ?

  I have a bank account where a lot of the deposits are "Owner's Contributions" (i.e., the business owner investing money in the company). Is it possible to create a Transaction Rule to automatically recognize these? They all have the same verbiage from

• Clarification Required on Explore and Edit Options in Zoho Creator – Import Refine Data

  Hello Zoho Creator Community, I would like to understand the functionality of the Explore and Edit options available under the Refine Data section during the data import process in Zoho Creator. I have the following questions: What is the primary purpose

• How can I print comments.

  Hey guys, a few hours ago I started building a Student registration form, and I saw that you can print out the Report for that form, as in select a specific "Student" that was added and print as summary, however I also noticed that the comments that you can place on those students didnnt get printed, is there any way to accomplish printing a Student report with all their data alongside the comments that I have added to it?

• Pipeline in Custom Modules

  I love the way the Sales Pipeline looks and functions with reports. I would like to add the save pipeline features and visualization to a custom module, however, I only see that these pipelines are only available for the Deals module. Is there a way to add pipelines to custom modules?

• Sync products with their associated contacts and accounts across CRM and Desk

  Hello everyone, A two-way sync between Products and Contacts/Accounts can be performed during CRM and Desk integration. It allows both sales and support teams to get the necessary details about the product when a support ticket is raised or during post

• Kiosk Page Refresh

  We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when

• Conditional layouts - support for multi-select picklists

  Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list

• Email Trigger - Add Attachment Support

  Neither the email trigger nor the Zoho Mail trigger support managing attachments. Please consider adding these capabilities.

• Zoho Projects - Cloning a task does not trigger task workflow when created

  Hello! I have a Project where my team uses a set of tasks from a tasklist as templates, so we could simply clone it and drag it to another list in kanban view to avoid creating a new one from scratch. The process works well, but after cloning it the new

• Take action on records based on detected duplicate images

  Hello all, We've enhanced our duplicate image detection feature to improve data accuracy, reduce duplicate data, and reduce manual effort. Previously, the system would simply alert you to potential duplicate images, but now you can take action directly

• 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

• Building new site while current site stays untouched online

  L.S. I just heard about the new Zoho Sites AI sitebuilder. I want to use this new sitebuilder to update my current website. How do I go about that? Do I click "Create a new website"? Or do I start with the current website? It is important to me that the

• MCP for Zoho Sign is not working

  I'm using the mcp builder at mcp.zoho.com and selected Zoho Sign. I have created it 4 different times but my other mcp servers are working. However, mcp for zoho sign WILL NOT WORK. It throws a 400 error. I've checked everything. I tried with both Grok

• Consider Making Printing Easier (UI)

  I'm using Zoho Analytics in much the way that it was intended when it was "Zoho Reports" - as a way to pull together information across several apps in the ecosystem. I have a dashboard that I need to run each week for every employee (change the filter

• Zoho Inventory – Stock Allocation and Warehouse ManagementAs we implement Zoho One in our organization, we are currently facing a challenge with stock allocation and warehouse management. While the wa

  As we implement Zoho One in our organization, we are currently facing a challenge with stock allocation and warehouse management. While the warehouse management part can be handled in Zoho Inventory, our main requirement is the customer-wise stock allocation

• CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

• Workdrive and ChatGPT Team Synced Connectors

  Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team edition

• Billing Status and WO Status Field Colors -

  Hello Team, I noticed that the colors of the Billing Status and WO Status fields in the WO module have been changed. (Org ID:170000078905) This is not urgent to correct, but I wanted to bring it to your attention so you can check whether this is a system

• Running Balance

  Please add automatically Running balance in ledger view. Taking lot of time, every time to add manually

• Map Dependency Upgrades in Zoho CRM

  Map Dependency Fields enhancements are now available across all DCs. Hello everyone, We’ve introduced a set of enhancements to Map Dependency Fields to make setup simpler, faster, and more intuitive. Map Dependency helps control how values appear across

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