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• Best sales insights for target accounts?

  Question for all the sales power-users out there: I would like to gain insights from Zoho CRM for a rotating list of target accounts. Each Outside Salesperson has 5 target accounts, and they can change these targets quarterly with management approval.

• 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

• Integrate QuickBooks with Bigin and streamline your sales and accounting!

  If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes

• Insert Template not inserting

  I have been using the "Insert Template" feature for years and I use it every single working day. Yesterday it was working fine. Today, on two different browsers (Chrome and Edge), I can select "Insert Template", select the template I want to insert, but

• What's New in Zoho Billing | April 2026

  April 2026 brings a wide set of updates to Zoho Billing, from updated Payment Links layout and AI-powered billing workflows to smarter subscription quoting, better compliance tools for German Edition users, and more. Here's everything that's new. Connect

• No Ability to Rename Record Template PDFs in SendMail Task

  As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and

• Need Native Support for docx files in Zoho Writer

  Absolutely love Zoho Writer, but often need to share files by email with people who are in the Office ecosystem. Downloading a file as docx, then sending it by email, getting the comments back, converting it to Zoho format, editing it, then converting

• Invalid value passed for line_item_category

  duplicating a previous used invoice and trying to save it (new invoice number / po number used) I keep encountering this error when trying to save the invoice Invalid value passed for line_item_category

• What is the different between Zoho invoice and Zoho book

  Hi, both product do invoice and Zoho book having all function / feature Zoho invoice, please explain more, thanks

• Mastering Zia Match Scores | Let's Talk Recruit

  Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant

• Option for - CSV Export from Pipeline Deals by Stage (Including Products, Companies, and Contacts)

  I would like to know when we will be able to export a simple CSV file from pipeline deals, with the option to select a specific stage within the pipeline. This export should include data for products, companies, and contacts, all in a single view. For

• What is the difference between workflows, journeys, and blueprints?

  I semi-understand what they are individually but they all say they can be used to automate processes in your CRM. What makes these three different? What are the benefits and cons of using each?

• Free webinar! Simplify hiring and HR workflows with Zoho Sign for Zoho People & Zoho Recruit

  Hello! Managing recruitment, onboarding, and employee paperwork doesn’t have to be complex or time-consuming. Discover how Zoho Sign, integrated with Zoho People and Zoho Recruit, helps you digitize and streamline your document workflows from hire to

• Multiple Blueprints on different fields at the same time.

  It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract

• Edit 'my' Notes only

  The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same

• Need to make a specific canvas my default view for contacts

  Need to make a specific canvas my default view for contacts How do I do it?

• Add Zia matching jobs on the main screen of candidates module

  It will be good if it is added in the main screen as a column so that we can quickly hover over and see if they match for any job openings. That will save from two additional clicks

• Domain Disclaimer: A standardized footer for your entire organization

  Every email sent from an organization represents its identity externally. Most teams require consistent line of text at the bottom of outgoing messages. It can be a confidentiality notice, a legal statement, a compliance requirement, or a uniform sign-off.

• SalesIQ Email Delivery Issues to Microsoft

  Is anyone else having delivery issues to Hotmail, Outlook, and Live inboxes when sending transcripts and replies via email from SalesIQ? We’ve detected that emails sent from SalesIQ to these accounts aren't arriving—they don’t even bounce back; they simply

• Zia flags the deal as at risk - but leaves my customers figuring out the rest themselves

  I implement Zoho for many businesses. Team sizes vary, some clients have 3 reps, some have 40. But I keep hearing the same complaint across all of them and I figured it's worth raising here. Zia's deal scoring has genuinely improved over the past year.

• How do we change system field names?

  I found some very old discussions, but looking for more recent. Very confused on mapping the addresses correctly, due to different names for some reason between. for example: leads: city, state, zip etc... as normal contacts: Mailing adddress & Other

• Remove "Subject" as a required field on Quotes

  Currently, when you create a quote in CRM, the field "Subject" is mandatory. The properties of a system defined field cannot be edited which means we cannot de-select the mandatory requirement. A 'subject' on a quote is a little vague and not something

• Adding Multiple Products (Package) to a Quote

  I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't

• Unattended - Silent

  How can I hide the tray icon / pop up window during unattended remote access for silent unattended remote access?

• What is the Potential field for in expense submissions?

  I'm trying out Zoho Expense in Zoho Project so I can record project expenses which aren't time related. On the expense form there is an option called Potential but I don't understand what this is for. When I click the dropdown it just shows the name of

• Pasting Images in Zoho Desk ignores cursor location

  My team has reported an issue which started recently where when we paste an image into a new or existing reply or comment, the pasted image seems to ignore the current cursor location instead paste itself at the last character present in the reply/comment,

• how do i add more than one google my business location?

  they are connected to one account, but while connecting social channels it makes me pick one location. I have 3 and growing.

• Control Fields on Mobile App

  On the mobile app, how do we control which fields appear on the screen for records that have a related list? In the example below I want the Inspection Stage and Inspection Type fields to appear, not the record owner (Dev Admin). I changed the Inspections

• Unable to switch existing AWS RDS connection to DataBridge after moving RDS behind VPN

  Hi everyone, I’m facing a problem with an existing Zoho Analytics setup and would like to know the best migration path. Originally, my Zoho Analytics connection to AWS MySQL RDS was configured using direct public access to the RDS endpoint. Everything

• Hotmail

  I am sending an email to a hotmail, and this guy does not receive the email, either in his SPAM nor inbox. Can you help me? thanks!

• 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."}

• How do I change the Subject header when I reply please, it contains Re which I want to remove.

  Hi Zohodesk, When a customer logs a call we have amended the Acknowledge on new Ticket template so the subject header has "Ticket Id" at the start of it.  When we reply the customer gets Re: and then the Id and I can't see a template for this? Can you

• 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

• Can't add my domain to Zoho zeptomail because of error code DE_150

  Hello there, I'm trying to add my domain to ZeptoMail but it's rejected I checked the network tab and I'm getting { "error": { "code": "TM_3601", "details": [ { "code": "DE_150", "message": "Antispam validation failed for your domain in Accounts." } ],

• Automated entries past the current month in a calendar report

  Hi all, I have an automation problem. I have a form which on successfull entry adds either 5 or 10 more of these entries with a slight change so our customers can see it throug a calendar report on the webiste. The entry put in manually shows up perfectly

• [Bug] WebAuthn passkey registration blocked on rpIds with TLDs longer than 6 characters (.accountant, .technology, etc.) — isValidDomain regex too strict

  Hi, Filing on behalf of an enterprise customer where Zoho Vault is deployed across the company. The Chrome extension blocks WebAuthn passkey registration on legitimate sites whose Relying Party ID (rpId) has a TLD longer than 6 letters. This affects every

• Get Files Associated to Data Template via API

  I have a data template with multiple files associated to it, and trying to write a Deluge script that will fetch files associated with this data template. I created the script below based on the WorkDrive API documentation, one request uses the data templates

• ZOHO CRM User management or role

  I need guidance regarding Zoho CRM licensing and user management. I want to purchase one Zoho CRM license and create multiple team users under the same account with the following hierarchy: Super Admin User Manager User Executive Users (with limited access)

• Tip #72 - Exploring Technician Console: Setup Unattended Access - 'Insider Insights'

  Hello Zoho Assist Community! You joined a live session, diagnosed the issue, and got the user back on track. Fix delivered, user happy, session closed. But you know this machine. It needs a follow-up. A cleanup, a patch, maybe a deeper maintenance run.

• #1 New to Zoho Invoice? Do this First!

  "Zoho Invoice has made our company's tax invoices look more elegant and professional. It is effortless to raise an invoice and track payments with it", says Arunkumar Balakrishnan, Director GA Technologies. Generating professional invoices usually begins

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