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• ZOHO Desk attachments support

  Hi I just setup MCP with claude, it works well, but it can't read attachments... which makes it kind of useless... Will you be adding attachment capabilities anytime soon?

• HOW I CAN GET BETA VERSION FOT TESTING

  HI. ZOHO I AM INTERESTED IN YOUR BETA SOFTWARE TO EXPERIENCE NEW FEATURES.

• How to Generate Separate Labels for Each Invoice SKU Line Item in Zoho Books?

  Hi everyone, I’m trying to implement a requirement in Zoho Books where separate labels need to be generated for each SKU/item from an invoice. Scenario: One invoice can contain multiple products/SKU items Each item/box should have its own separate label

• Updating Sales orders on hold

  Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}

• Direct Integration Between Zoho Cliq Meetings and Google Calendar

  Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not just

• billable_expense_id in Invoice API does not set invoiced=true on bill line items — causes duplicates in Projects > Create Invoice

  Hi Zoho Community, We are running an automated batch invoicing system using the Zoho Books API and have hit two critical bugs that are causing duplicate invoice risk in production. Raising this here for visibility alongside a support ticket already filed.

• New fields : radio button

  Hi, when customizing a module (eg: Candidates), we are able to select different types of fields (check box, currency, list, ...). However there is no "radio-button" component. This type of fields is often used in Web pages and will be certainly a plus-value

• Looking for Guidance on Building a Zoho Website

  I'm exploring the possibility of building a custom website with specific features using Zoho as an alternative platform. My goal is to create something similar to https://gtasandresapk.com , with the same kind of functionality and user experience. I'd

• Choice Availability Reset

  If an entry is deleted which included a response to a field with choice availability enabled does that increase the number of remaining times the choice can be selected?

• [Heads Up] Upcoming update to field values in Zoho Books - Zoho Analytics integration

  Hello Users, We'd like to inform you of an upcoming update to the Account Type field values in the Zoho Books integration for Zoho Analytics from June 1, 2026. What's Changing? The following values under the Account Type field are being renamed to align

• Important update: Migrate to the new SalesIQ live chat widget before May 15, 2026

  The old SalesIQ live chat widget will be deprecated on May 15, 2026. This is a final reminder to migrate to the new SalesIQ live chat widget before this date. After May 15, 2026, the old widget will no longer be maintained, which can lead to slower performance

• Zia Agent built in ChatKit UI does not render markdown

  Hi, You have a major shortcoming in the Zia Agent UI. The test UI that is embedded in agents.zoho.com allows you to test the agent has full support for rendering markdown, but your ChatKit UI does not have support for rendering markdown. If I embed it

• Team folder not created when creating project using zoho flow

  When I try to automate project creation using zoho flow, and I have enabled workdrive integration to automatically create team folders to attach to the project, this only works when I create a new project through the UI. But I am trying to automate project

• Zoho Projects - Email notification relabelling of modules not present on default templates

  Hi Projects Team, I noticed that in the default email template notification, the word "bug" was not renamed to the lable I am using in my system. As many users may used the Bugs modules for various purposes including Changes, Revisions, Issues, etc...

• GLM 5 not available

  Hello, I am trying to setup a Zia Agent using agents.zoho.com. The settings says that GLM5 is among the list of free zoho hosted models available. However, when I try to setup an agent and pick a model from the list only GLM 4.7 Flash is available. How

• Kaizen #241: Automating Deal risk escalation using Workflow APIs, Connected Workflows, and Functions

  Hello everyone! Welcome to another Kaizen week. In many organizations, sales teams work in Zoho CRM, finance teams manage invoices in Zoho Books, and support teams handle customer issues in Zoho Desk. Now consider this scenario: A sales representative

• Upload own Background Image and set Camera to 16:9

  Hi, in all known online meeting tools, I can set up a background image reflecting our corporate design. This doesn't work in Cliq. Additionally, Cliq detects our cameras as 4:3, showing black bars on the right and left sides during the meeting. Where

• Allow Super Admins to Edit Task “Created By” and Issue “Reporter” Fields

  Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the ability to manage and correct system ownership fields in Zoho Projects, specifically: Task → Created By Issue → Reporter / Reported By Current

• The Social Wall: April 2026

  Hello everyone, This month, we’re excited to bring you a set of new updates for Threads in Zoho Social, designed to make publishing, monitoring, and managing your content much easier Threads updates You’ll now see a few useful improvements in the compose

• Sort or filter CRM report by count value

  Hi there, I'm trying to create a report that will show me high frequency bookings (leads) coming through within a time period for any particular account - this is so we can proactively reach out to these accounts. I have a report that shows the information

• Error when changing user permission from read only to user.

  Hi there, Ive tried to change one of my users to be able to edit, however i kept getting the error user license exceed.

• Marketing Tip #30: Promote your brand differently on each social platform

  Not all social platforms work the same way. Posting the same content in the same way across every channel can limit your reach. Each platform has its own discovery system, and understanding what it prioritizes can dramatically improve how your brand is

• Whatsapp Limitation Questions

  Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

• **Building Role-Appropriate Accountability Layers in Zoho Projects - Looking for Real-World Experience**

  We're a small ISP/telecom operator on Zoho One and I'm trying to solve what I think is a common organizational problem. Would love to hear from others who've tackled it. **The Core Problem** Staff will only consistently use a project management system

• Duplicate entries for contacts birthdays

  Good morning I have recently started to use my Zoho calendar and noticed that there are multiple birthday events showing for some of my contacts. I have checked my contacts and there were duplicates for some contacts which I have now rectified but the

• 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

• What's New in Zoho Billing | March 2026

  March is here with a fresh wave of updates to Zoho Billing. From making compliance easier, reporting more flexible, to making day-to-day workflows smoother across the board. Here's everything that's new this month. Introducing Usage-Based Billing Reports

• Subforms in Creator-Lookup Price

  I've got a modular called Price List with items and prices. Ive got another module called Estimates with a subform that looks up that Price List. I am trying to get the "Price" to auto-enter based on the Lookup field of the item name. Anyone know how

• Feature request - pin or flag note

  Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important

• Tip #20 - Three things you probably didn't know you can do with picklists

  Hello Zoho Sheet users! We’re back with another quick tip to help you make your spreadsheets smarter. Picklists are a great tool to maintain consistency in your spreadsheet. Manually entering data is time-consuming and often leaves typos and irregular

• Map Dependency Upgrades in Zoho CRM

  Map Dependency Fields enhancements are available in CA, SA, JP, CN, UAE, AU and EU DCs. Latest update: Also available in IN and US DCs. Hello everyone, We’ve introduced a set of enhancements to Map Dependency Fields to make setup simpler, faster, and

• CRM to FSM Setup

  Good Afternoon, I am trying to connect CMS to FSM. My current field mapping is: Companies ↔ Accounts Contacts ↔ Contacts Service And Parts ↔ Products I'm setting this up for an elevator service company. The idea is that: Accounts represent Companies.

• 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

• Collapsible Sections & Section Navigation Needed

  The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.

• 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

• Inventory batch details

  Hi there, I'm trying to get the batch details of an item, here's what I've done so far. I've sent cUrl request to the below endpoint and I get a successful response. Within in the response I find the "warehouses" property which correctly lists all the

• How do I edit the Calendar Invite notifications for Interviews in Recruit?

  I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent

• Unable to send emails from iPhone and iPad

  Curious, all of a sudden I'm unable to send emails from iPhone and iPad. I keeps asking for my password again and again. No problems from my MacBook Pro.

• Journal Entries Do Not Show Multiple Entries to the Same Account

  Another basic accounting function that Books ... Accountants sometimes write journal entries, debiting and/or crediting the same account in the same entry. This is due to the need to record specific activity in an account when we pull reports especially

• Create static subforms in Zoho CRM: streamline data entry with pre-defined values

  Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

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