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• Profit / margins on Sales orders / Invoices / Estimates

  When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rate

• tracking inventory in item in zoho books

  Hello, I follow the instructions to be able to enable inventory fot the items, but I dont see the check box (Image zohobooks3) in the item to activate "Track inventory for this item". Imagezohobooks4: Is the menu of the configuration of the item.

• Quickbooks API with Zoho Analytics (Profit and Loss Report)

  Hi There! We're currently using Quickbooks Advanced Analytics to create reports. I'm wondering if there's a way for us to use Quickbooks' API so we can grab our Profit & Loss report directly instead of creating the report in Zoho Analytics.  We have journal entries that makes it difficult to identify if they are credit or debit with Zoho Analytics. I'm wondering if any user here has experienced the same issue and found a workaround or a way to display the report.  Any suggestion you may have is greatly

• Restrict Appointment Booking to Approved Clients

  Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement for managing appointments within Zoho Bookings. This feature would ensure only pre-approved clients can schedule meetings. Desired Functionality: We propose the introduction of

• Product margin is negative

  Hi I'm having a hard time figuring out why are my margins negative. Sales price is larger than purchase price and when I manually calculate the margin I do not get the same numbers that I get once I run the report. FYI - im testing Zoho inventory at this point. Invoices have been created, as well as packages and shipping was completed. I have not created any payments received. Also, when I pull profit/loss in Zoho Books, i'm showing profit. I've attache screenshot of one of the products.  For this

• Zoho Reports Quarters don't match CRM financial quarters for CRM analytics reports?

  Hi, I have a client who is doing analysis using the new CRM Analytics function. I am having trouble creating the reports I need which need to key off the clients financial year quarters rather than the standard Q1 = Jan-Mar, Q2 = Apr-Jun etc. My customers financial year starts April and ends on the last day of the following March.  I have looked at generating another date to use for calculations based on the closing date - e.g. closing date+90 days, but this isn't accurate enough and will cause issues

• Gear up for the Zoho Finance & Operations Workshop 2026!

  Hello everyone! 👋 We're excited to announce that the Zoho Finance & Operations Workshop 2026 is officially underway! As our global community continues to grow, we're expanding to select international locations to connect with users around the world.

• Zoho CRM Community Digest - March 2026 | Part 1

  Hello Everyone! March kicked off with a strong mix of AI-driven enhancements, smarter data handling, and practical workflow improvements across Zoho CRM. From leveraging Zia for automated communication to optimizing cross-platform data retrieval, this

• Lead import only imported 15 records

  I have an 82k .CSV file with over 500 records. I imported leads and only got 15 records. I tried it again and got the same 15 records. I'm on the free account.

• Creating packages according to actual shipping processes

  Hi community. I would like to ask a question to see if there's a better method or workflow for the creation of packages in Zoho Inventory. There is a little confusion in some of Zoho's language relating to the use of term Packing Slip when connected to

• Organize your workforce efficiently with Locations in the Admin Console

  Keeping your organization structured becomes increasingly important as teams expand across different offices or regions. For administrators, having clear visibility into where users are based can simplify user management and improve operational clarity.

• 2026年 ユーザー交流会スケジュールのお知らせ（東京・大阪・名古屋・福岡）

  ユーザーの皆さま こんにちは、Zoho コミュニティグループの中野です。 2026年開催予定の「ユーザー交流会」の日程をお知らせいたします。 ご都合の合う回がございましたら、ぜひご参加をご検討ください。 ■ 2026年開催日程 ・6/4 大阪（APイノゲート大阪） ・6/5 名古屋（AP名古屋） ・6/26 東京（AP新橋） ・8/7 福岡（調整中） ・11/19 大阪（APイノゲート大阪） ・11/20 名古屋（AP名古屋） ・12/8 東京（AP新橋） 今年のユーザー交流会では、 ・AIに関するセッション

• How to add a custom hyperlinked button in ZohoCRM Canvas Builder?

  I am building custom views in ZohoCRM Canvas builder, with one view that will be used for a client Portal. Trying to add a custom button that when clicked opens a separate window to a ZohoForm. How do I do this?

• multiple links in image

  I am trying to embed 4 separate links to products in an image. How do I do that?

• Is Campaigns still being updated?tform to do

  Looking to migrate to a new provider. As someone who has used Zoho before, I wanted to investigate using Zoho Campaigns. I have tried to investigate updates to the Zoho Campaigns platform as a sole product with only seeing 2024 being the last updates

• View Products (items) in Contact and Company

  Hi, I would like to know if there is an option to view all the products /(items) that were inserted in the pipeline deal stage for exemple "Win Pipeline" within the company and contacts module section? For instance, view with the option filter for the

• Inventory "Bulk Actions" button - add more fields to "Bulk Update > Select a field"

  Can we not get a lot more actions that are commonly used by customers into the "More Actions" button on the Inventory list? More fields listed in the Bulk Update > Select A Field? Possible Bulk update Fields Preferred Supplier ( to quickly move items

• Broken notifications?

  Getting "New Response received from Mailer-daemon in Rec Community" Clicking on it displays "Oops, something's amiss! The record you attempted to access has been deleted, or you do not have access to it."

• Allow Multiple Scheduled Appointments with Zoho Support

  Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling

• Why does only the first itemized description appear in reports?

  I've noticed when I itemize an expense and there are several lines, only the first itemized line description appears in reporting. So for example, let's say I have a $525 expense that comes in on my bank account where I bought a $25 keyboard and a $500

• HTML emails missing paragraph spacing / blank lines in Zoho Mail Android app

  I'm experiencing an HTML rendering issue in the Zoho Mail Android app where blank lines between paragraphs in markdown are not being displayed, causing all paragraphs to run together without spacing. This is different behavior than rendering in other

• Mail app badge count and shared inboxes

  Is there a way for the badge count for the Trident MacOS app and the Mail iOS app to include unread messages in shared mailboxes, not just my own? If not, any workaround so that I know there's something in one of my shared inboxes? (And "polling" is not

• Support Uploading YouTube Videos Longer Than 60 Minutes

  Hi Zoho Social Team, How are you? We would like to request support for uploading YouTube videos longer than 60 minutes directly through Zoho Social. Your support team informed us that Zoho Social currently cannot upload videos over 60 minutes due to “API

• Allow admins to define and enforce tab order for Client Portal users in Zoho Projects

  Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the project tab (module) order for Client Portal users in Zoho Projects. Current Limitation: As of now: Internal users (admins and employees) can

• Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

  Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When

• This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

  Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >>  This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me  thanks

• How do you create an event/meeting in a different time zone?

  Does anyone know how do you create an event/meeting in a different time zone? 

• Newby Questions - Vendors, Customers, and Income vs. Other Income Clarifications

  Q1. For Deposits, there does not seem to be an option for "Income". "Other Income" is an option however. What is the process to add the option to assign a deposit to type "Income"? Q2. In many cases Vendors and Customer are the same. Vendors may purchase

• How to reduce inventory valuation when not tracking individual items?

  We purchase clothing items wholesale, embroider them with a company's logo, then resell. The garment style, size, color, etc. changes according to a customer's desire, so we don't track the individual item's purchase within Zoho Inventory unless there's

• This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

  Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

• This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

  I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

• Zoho Books - France

  L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

• Discrepancy in Contracts with Fields list/Layout

  The Support Plan field on the layout isn't in the fields list. What am I missing?

• CRM->INVENTORY, sync products as composite items

  We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

• 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

• Sync Data from MA to CRM

  Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a

• Gear up for the Zoho Finance & Operations Workshop 2026!

  Hello everyone! 👋 We're excited to announce that the Zoho Finance & Operations Workshop 2026 is officially underway! As our global community continues to grow, we're expanding our locations to connect with users around the world. If you haven't had a

• Gear up for the Zoho Finance & Operations Workshop 2026!

  Hello everyone! 👋 We're excited to announce that the Zoho Finance & Operations Workshop 2026 is officially underway! As our global community continues to grow, we're expanding our locations to connect with users around the world. If you haven't had a

• What's New in Zoho Inventory | January - March 2026

  Hello users, The first quarter of 2026 has been dynamic! We’ve shipped a powerful set of updates in Zoho Inventory to enhance item control, improve warehouse efficiency, expand integration and reporting capabilities. From a unified item creation experience

• Anyone in Australia using Zoho Books AND has their account with NAB?

  Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and

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