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• Zoho Books Placeholder: Inventory Counts

  I was hoping to figure out how to find the placeholders for inventory counts by item. We use Location based inventory tracking, so I dont know if that affects things. I want my PDF and Printed PICK LISTS to show the Quantity Available to Pick. I have

• Can't delete shared mailbox emails from mobile app

  I have the mobile app on iOS and cannot seem to find a way to delete an email from a shared mailbox. Is there something I'm missing here? Michael

• Simple Custom Function to Update Candidate status

  Hi folks, We are currently using Zoho Recruit and have sources from where candidates are applying. Currently all candidates are being set to 'Associated' when they apply via 3rd party sources but that is not useful for us under our business process. I

• Zoho FSM Work Order Creation Failure

  Hello FSM team and Latha, This automation is built in Zoho Creator and is triggered when a “New Repair Order” is created or updated through form submission. Once the form is submitted, the script automatically retrieves the related customer and company

• A method for renaming tab titles in Creator to display more relevant information

  Hi Zoho Devs, Updates: Rules Export File attached; you can now import this into Tab Modifier instead of manually entering the rules yourself) 2022-06-08: Updated rules so that crm.zoho.com tabs are not affected; uploaded new .json import file 2022-06-09:

• Options on the New Auto Logged In User Profile for the Name Field

  Hi, I love the new function, but when used it automatically formats the record and therefore the export with comma separated values, so id you enable First Name & Last Name it puts "First Name, Last Name" rather than just "First Name Last Name". Could

• Zoho Practice Roadmap

  Hi - interested to understand the roadmap for this product. I think a number of people are watching to see if this is receiving investment prior to exploring more - but it appears to be very quiet on the development front.

• CRITICAL DOWNTIME IN ZOHO PRACTICE!! NO RESPONSE FROM SUPPORT TEAMS

  Dear Team, We are randomly unable to login to Zoho Practice since this morning. All our team members are reporting this issue. Work has come to a grinding halt and we are not getting any support or answers. This is a highly serious matter of concern for

• Tip 49#: Obtaining global reports in Zoho Sprints

  Zoho Sprints comes with data analysis capabilities like reports and dashboards that enable the project teams to introspect quantifiable information. These reports and dashboards are project specific. Recently, a user contacted us regarding a requirement

• Clone entire dashboards

  If users want to customize a dashboard that is used by other team members, they can't clone it in order to customize the copy. Instead they have to create the same dashboard again manually from scratch. Suggestion: Let users copy the entire dashboard

• Zoho Cliq REST APIs v3 : A complete guide to what's changed and why 

  APIs are not just consumed by a developer with numerous automations and a series of open browser tabs. They are parsed by LLMs, fed into agent pipelines, and auto-completed by AI coding assistants that have zero tolerance for inconsistency. A verb tucked

• Allow native Webhooks to authenticate via Connections

  Allow native Webhooks to authenticate via Connections (Basic Auth) instead of plaintext custom headers Summary Please allow native Webhooks (Workflow Rules > Instant Actions > Webhooks) to authenticate against the destination endpoint using the existing

• Zoho desk extension update custom field

  Hi all, I'm trying to update a custom field in my zohodesk extension. But the documentation is fairly unclear. The custom field is named "testveld". The api name is cf_testveld I'm trying to update it like this: ZOHODESK.set('ticketForm.cf_testveld',

• Introducing Custom Columns in Forecasts in Zoho CRM

  Release Plan: Enabling in Phased Manner, Enabled for JP DC Hello all, Forecasts in Zoho CRM help sales representatives, managers, and business stakeholders evaluate performance and plan future sales activities. While standard metrics such as Target, Achieved

• Zoho Expense Auto Tracking Sync Fails "Request Timed out"

  I am testing this feature to move away from MileIQ who significantly raised their prices. It seems to be tracking but it is not syncing unless I manually perform a resync under "Drives pending Sync". I am not sure what would be causing this, as some drives

• How to show product cards in your chatbot

  Hey everyone, If you are using Guided Conversations to help customers find products, you have probably run into this problem: the bot gives customers a list of options, but they still have no idea which one to pick. There will be no images, no specs,

• Zoho Team Inbox - roadmap

  Hi, would be good to understand the Teaminbox roadmap, in particular: 1. API / Zoho Deluge connections. We have a process where the each email needs to be either tagged or assigned daily. It would be great if we could automate a 5pm alert for any exemptions

• Zoho Projects Coming to CRM Teamspaces

  Availability: The US DC Standard Edition is now available. It will be rolled out to customer accounts in all DCs in phased manner. Hello all, You are probably already familiar with Teamspaces, the dedicated workspaces where teams organize the CRM modules

• Canva Integration

  Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,

• Editing Draft Fixed assets

  I have a few Fixed Assets still currently in Draft Status that I need to edit. I need to edit the Fixed Asset Type, the Fixed Asset Account, the Accumulated Depreciation account and the Depreciation account. Once I have done it and attempt to "Save as

• Zoho Status Pages: Our Domain Has Changed — Here's What You Need to Know

  We're making a change to how you access Zoho Status Pages. Our status page domains have been updated to provide a more consistent and region-specific experience across all locations. If you have the old domain bookmarked or referenced anywhere — emails,

• Zoho Books and TRAINING SALES receipt label for eTims?

  Hi, Can Zoho Books implement TRAINING SALES receipts and push them to eTims for test? In other words how can we send to Zoho or even create in Zoho training mode invoices and TEST the workflow POS>Zoho Books>eTims and back without actually registering

• The Social Wall: May 2026

  Hello everyone, This month, we're excited to introduce two powerful features designed to help you create more engaging content and streamline your team's communication workflow. Adding audio via Zoho Social Audio is one of the biggest drivers of engagement

• SalesIQ : How to disable "Idle chat handling" ?

  Hello SalesIQ Team. SalesIQ, How to disable "Idle chat handling" ? I would like to disable the option “Automatically close chats that have been idle for a specified amount of time.”

• Zoho Webinar - Sharing System Audio (NOT AVAILABLE)

  Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applications

• Customising Outcome drop down

  Is it possible to customize the drop down list for appointment outcomes?

• Automate Backups

  This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

• 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

• 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.

• Custom Display Field for Lookup Dropdowns in Zoho CRM

  Could Zoho CRM support changing the display field in lookup dropdowns, like Zoho Creator does? This would make it much easier to select the right record by showing a more useful field instead of only the default one. It would improve speed, clarity, and

• Create custom field in multiple modules

  I am trying to create some custom fields that will be in both leads and contacts module without having to create them separately and then mapping them. How is that performed? it is too time-consuming to create 20+ fields and then do the same thing in a different module when they carry the same info. The idea is that when we get a lead from web site, there are items that we capture and once that lead is a client and moved to Contacts, that info should come over. So trying to find an easy way to create

• Add Specific Identification as an Inventory Costing Method

  --- Business Context We are a security systems distributor handling high-value, serialized products such as IP cameras, NVRs, and RAID storage systems. Each unit is uniquely identified by a serial number and arrives in separate shipments at varying purchase

• Creator Portal Page Customization Issues

  I have been using Creator to make Portals recently. Yesterday, I created a new portal and noticed that the page customization editor ("Open Builder") was different. Using the new page builder, I was able to customize and add an image to the various sign

• Zoho Books - Budget Creation and Reporting Tags

  Is there a way to create one budget for multiple reporting tags. For example, if my company has 4 different divisions I would like to be able to enter in what the budgeted revenue for each division is and view that information in 1 budget. I would then

• Razorpay + Zoho Billing + Zoho Books Integration

  Please help us set up this integration.

• Why is Approval Hierarchy Not Available for the Expenses Module in Zoho Books?

  Hello, I noticed that Zoho Books allows us to configure approval workflows and approval hierarchies for modules such as Bills, Vendor Credits, and Invoices. However, the same approval hierarchy option does not seem to be available for the Expenses module.

• Zoho Mail Android app update - Traditional Chinese language and contact nickname support

  Hello everyone! The Zoho Mail Android app now includes support for the Traditional Chinese language. You can change the language to Chinese (Traditional) from the Settings module of the Zoho Mail app. You can also view the nickname of the contacts within

• Get Cliq Meetings in my O365 calendar

  Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365

• Latest update in Zoho Meeting | On-demand webinars

  Hello everyone, We’re excited to introduce our new on-demand webinar feature, you can now provide pre-recorded sessions that your audience can access immediately, no need to wait for scheduled sessions. Benefits of On-demand webinars : Scheduling flexibility

• Replicating Zoho Books "Accounts" and "Accrual Transactions" in Analytics via API: Best Endpoint Strategy?

  Hi everyone, I am working on a custom integration where I need to programmatically replicate two specific tables in Zoho Analytics via API on an hourly schedule: Accounts and Accrual Transactions. Those two tables sync from Zoho Books. (Note: I am aware

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