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• 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

• Create custom rollup summary fields in Zoho CRM

  Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

• How to mix different types of inputs (such as dropdown list and textbox)

  Hi, I'm creating a form called "Room Reservations" for a company. I created a "table" using "Matrix Choice". I created "Room 1", "Room 2" and "Room 3" with the "Questions". I would then like to create two columns with the "Answers", one called "Department"

• Feature Request: Render Markdown (.md) files in Zoho Cliq

  Hi, We regularly share Markdown (.md) files in Zoho Cliq. However, when we open these files in Cliq, the content does not render as Markdown—it displays as plain text. This forces us to copy/paste the content into an external Markdown viewer to read it

• Dealing With One-Time Customers on Zoho Books

  Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but I

• Cash Basis VAT RETURN REPORT Required in Saudi Arabia

  Zoho Books in Saudi Arabia not showing TAX RETURNS report on CASH Basis.. It only showing accrual basis. Oforur requirement is both reports (Cash Basis and Accrual Basis ) , same like indian Edition of Zoho Books showing. CASH BASIS RETURN is our Basic

• Tips & Tricks Series - #4 Customize your manual PDF before export

  Hello everyone! We’re back again with our Tips & Tricks series. Today, we’ll look at how you can customize your manual PDF before exporting it. With Zoho Learn, you can personalize the exported PDF with options such as headers, footers, colors, and custom

• Digital Marketing Agency: Transforming Your Brand's Online Presence

  Imagine trying to build a house on your own without the necessary tools or expertise—it’s overwhelming, right? Digital marketing is the same.

• Losing description after merging tickets

  Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.

• Introducing Zoho Key Service, a simpler way to access LLMs without API keys

  Available in the Professional, Enterprise, and Ultimate editions in the US, IN, AU, JP, and CA DCs. Hello everyone, We are excited to bring Zoho Key Service (ZKS) in Zoho CRM, a simpler way for organizations to access and use third party LLMs. You can

• Reach us through our official support channels

  Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready

• I cannot add user to my account

  I have an account, I deleted a user from the account and I have one unused licence which lasts for 23 days, I tried adding a new user and it said This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details, please

• Domain Activation Issue

  I purchased a domain through Zoho, and as I understand it, you were supposed to send me a domain activation link. However, I never received it. As a result, I was unable to activate the domain, and it is now suspended. Because of this, I am not receiving

• Grouping by Stage *type* in widgets

  Hi Can I ask for a new feature? I'd like to be able to group by stage type in a Deal widget. That is by whether the Deal is in an Open Stage, a Closed Won Stage, or a Lost stage. Currently I can group by Stage, but if we have 10 open stages and one Closed

• Please release domain bravovietnam.com from an old account

  Hello Zoho Support, I am trying to set up Zoho Mail with my domain bravovietnam.com on my account office@bravovietnam.com. Every time I add the domain, I get: "This domain is already associated with this account" — pointing to a DIFFERENT, older account

• Creator -Dynamic addition of Customer Portal User Licenses

  Hi, We have a Creator App for B2C about to get released. We are experiencing the Portal User license challenge. Unable to predict the number of users who will download and Subscribe. When a User is about Subscribe and the portal licenses does not exists,

• 👍 Zoho CRM's Notes now gets Reactions and a new look

  Available in SA and JP DCs. Rolling out to other DCs in phases. Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records. Now with Note Reactions, users can quickly acknowledge updates, express

• Widget Height were destroyed

  All widget heights in the Details Canvas view are broken. Moderation Update: This is a known issue with widget heights in Client Script popups and flyouts. A fix is in progress, and this post will be updated once it's released.

• 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

• Enhanced Zoho CRM and Office 365 calendar synchronization features!

  Dear customers, We're excited to share some significant improvements to our Office 365 calendar synchronization features, aimed at providing you with more control and a more personalized experience. What’s new Choose your Office 365 calendar: During the

• Zoho Books Support

  Dear Team, Zoho Books offers a demo before you purchase zoho books. But after that when he actually purchases the product he has to rely on toll free number or help documents. But this might get frustrated in the initial period. Specially in initial period.

• How to add a fee based on payment method

  I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to create

• 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

• What's New in Zoho Invoice | July – September 2026

  Hello everyone! We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from July to September 2026. Here's what's new this quarter: Zoho Invoice is Now Available in Nigeria Introducing the Super Admin Privilege E-Invoicing

• Notes - Reaction Buttons

  Using the native notes option within CRM is fine, it works and the RTF features are great, however, would it be possible - if there isnt already something in place, where we can add a reactions button, similar to teams/whatsapp to show that its been read

• 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

• Address limits per customer by edition

  I’m on the Standard edition and have reached a limit of 30 addresses under a single customer. Before I move to an annual Professional subscription, I need to confirm the following: What is the maximum number of addresses allowed under one contact, and

• Export from List view

  I'm constantly having the issue where my users are building lists in ListView for various objects and then realising they cant export the data, then they have to go and build the data set in reports to export. I would like to see the ability to export to excel/csv from ListView.

• Cannot apply tags to multiple items at once

  It is very frustrating needing to apply tags to notes individually. Even worse that it takes multiple clicks to do it. Can there please be an update to: 1.) Allow us to apply tags to batches of notes in one go. 2.) Make it less clicks to add a tag 3.)

• Get all hiring updates via Zoho Cliq bot notifications

  We’re introducing a new way to stay updated on recruitment activities: Cliq Bot notifications. Now you can receive Zoho Recruit notifications directly in Zoho Cliq—alongside your existing in-app alerts and emails. Whether it’s a candidate status change,

• Notes Acknowledgement

  It would be great to have emojis that can be used for Notes. Emojis such as Thumbs Up to let someone know you agree with them or a emoji for thanks. It's a simple way to acknowledge that you read someone's note. Moderation update: Emoji reactions for

• Is it possible to log text messages from iphone into Zoho CRM

  My team is more and more utilizing text messaging to communicate with clients. Does Zoho have a solution for logging these text messages when clicking "Send Text Message" from the Zoho app. Much like when you call, you get prompted to log a call, can

• Project Finances: Fully Accessible within Projects

  Project finances and work items are now on the same screen and it transforms the way you run your project. Managing your project finances is now much easier and in the same screen as your work items. Access quotes, invoices, bills, sales orders, and purchase

• UI / UX Improvements

  Please consider changing the Dependency Details window from a column-based layout to a list-based layout, or allowing users to choose their preferred layout. The current column-based view uses screen space inefficiently and makes navigation difficult,

• Zoho CRM and Desk sandboxes for testing native integration

  Hello team, We are evaluating the native integration between Zoho CRM and Zoho Desk, We have sandbox instances of both products and want to test the integration there, without any effect on our production CRM or production Desk data. While setting up

• Function #24: Automatically display deal name from Zoho CRM on quotes in Zoho Books

  Deals allow businesses to organize and visualize their sales pipeline. This provides a clear overview of all potential opportunities and helps in making informed decisions. Zoho CRM empowers you to create deals or potentials for your clients and monitor

• Zoho Books | Product updates | August 2026

  Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,

• Auto-Sync Field of Lookup Values When Parent Record Changes

  Hi Zoho Team, Currently, when you use a "Field of Lookup" in Zoho CRM, the value is captured as a snapshot at the time the lookup is set. If the parent record is later updated, the Field of Lookup value on the child record does NOT update and stays stale.

• [Request] Pivot filter date option : from set date to relative value ie from 01Jan to LastMonth

  I don't think I can currently do this... but it's worth asking if it's possible. My use case is concerning annual leave which is calculated from the beginning of the calendar year (01Jan) then each month I want to have details of leave taken etc... In

• Customer Statement Showing Incorrect Negative Balance Due to Unused Advance

  Dear Zoho Support Team, We are facing an issue with the Customer Statement in Zoho Invoice related to customer advances/mobilization advances. The issue is that when a customer has made an advance payment that has not yet been fully utilized against invoices,

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