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• Recent Topics

• Need advice for product/item search functionality when adding invoices.

  My client uses "Catalog or Vendor" name and Product code to search for his items. But Zoho only allow to search by product name and SKU when adding items to Invoices/Estimates. Clients product codes are not unique as they may overlap from different catalogs/vendors.

• How to dynamically pass IDs from one API response to a second API call in Zoho DataPrep?

  Hi Team, I am setting up a global consolidated reporting pipeline in Zoho Analytics (India) using Zoho DataPrep as the ETL engine. I am pulling data from multiple Zoho Books Data Centers (US, Singapore, India) thats why i used the URL Source (OAuth 2.0)

• Feature Request: "Send Invitation" Toggle for Events

  I am writing to request a critical "Quality of Life" update for the Activities module. Currently, adding people to the Participants field in an Event triggers an automatic email invitation/acceptance tracking with no way to opt-out. For general events

• Account Review Pending - Daily Limit 100

  Hi ZeptoMail Team, I'm writing to request a manual review of my account. I am currently stuck on the 100-email daily limit and cannot purchase credits. Status: My domain is already verified (DKIM/CNAME). Issue: The "Customer Validation" option is no longer

• Automation Series: Move Tasks to a different Task List on Status Change

  In Zoho Projects, you can automatically move a task from one task list to another when its status is updated. This keeps your tasks organised and ensures better visibility while reducing manual work. For instance, during a product launch, the marketing

• Introducing Bigin's all new integration with Microsoft Teams

  Picture this: You are on call with your team to discuss some important deals that need to be closed soon. While discussing each deal, your team has to switch back and forth between your Teams account and Bigin account to refer to details about the deal.

• Scaling the customer journey: What's new in CommandCenter

  Dear Customers, The last time we connected about CommandCenter, it was about the tool's new controls and revamped UI. Personally, the overhaul of the UI from the last update, still excites me. Today, we're here with news about its scalability and added

• Sales Receipts in UK Free tier

  Is Sales Receipts available in UK Books, specifically at the Free tier? None of the options from the help pages are available to me.

• Adjusting Physical Inventory

  Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be

• How to book GST paid in zoho books

  hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth

• Dynamic Remaining Quantity in Lookup During Allocation

  Hi everyone, From what I understand in Zoho Creator, lookup fields only display the stored value from the source record and do not dynamically update while a form is being filled. Because of this, showing a real-time updated remaining quantity inside

• Bill sent for Payment Approval

  Zoho Books currently supports three levels of transaction approval for bills: Draft, Submit, and Approved. We are looking to add a layer of approval like a bill marked for payment before initiating payment requests through HSBC Bank. Can you please guide

• Is it possible to use HTML formatting in SMS messages sent from Zoho?

  Hi everyone, I have a question regarding sending SMS from Zoho When we send emails from Zoho, we can include HTML code to format the message (like adding links, styling, etc.). Is it possible to do something similar when sending SMS messages through Zoho

• Important update: Migrate to the new SalesIQ live chat widget before April 14, 2026

  The old SalesIQ live chat widget will be deprecated on April 14, 2026. This is a final reminder to migrate to the new SalesIQ live chat widget before this date. After April 14, 2026, the old widget will no longer be maintained, which can lead to slower

• If your IM chats aren’t auto-assigning, here’s what to check

  Hey everyone! We’ve been seeing quite a few questions around Instant Messaging (IM) Chat Routing in Zoho Desk, especially around how it actually behaves in real time. So I thought I’d share a practical breakdown of what’s happening behind the scenes.

• connect zoho creator with google drive

  Hello everyone, I need to connect to a folder drive. The idea, is that google drive loads a text document with some data, I must read that text document to be able to autofill a form that I have in zoho creator with that data. I also attach PDFs and place

• Uploaded files are not included when using "Include user submitted data" in Email Notification

  In Send Email notification workflow in Zoho Creator, there is an option called "Include user submitted data" which allows the email to contain all the form submission details. However, when this option is enabled, files or images uploaded through File

• Extend Zoho Canvas Customization to Zoho Creator Forms and Reports

  Currently, Zoho Canvas allows users to design and customize the UI of Zoho CRM modules with a much better visual experience. This helps organizations create cleaner layouts, improve usability, and design interfaces that match their workflows. However,

• Kanban View for Projects.

  At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.

• Button ''I'm Interested'' won't translate

  Since our main platform is in French, I would like to get this ''I'm Interested'' button translated to French ''Je suis intéressé''. We managed to translate the whole carreer site in French, except the button. How come ? We have a standard subscription,

• Feature request - image resizing on sales orders

  I need to be able to show the items on the sales orders, currently the item image shows really small and no way to resize it, need the ability to make the image larger to showcase the product on the pdfs

• Email Parser Not Extracting Fields Correctly with Certain Label Formats

  I’ve been testing the Email Parser functionality in Zoho CRM to automatically extract data from incoming emails and map it to CRM fields. During testing, I noticed that parsing sometimes fails when the email contains field labels formatted like this:

• Zoho CRM Community Digest - February 2026 | Part 1

  Hello Everyone! February has been off to a productive start in the Zoho CRM Community, with several thoughtful product enhancements and helpful technical discussions making their way into the forums. To help you stay up to speed, we’ve rounded up the

• Nouvelle fonctionnalité : donnez du style à vos pages avec le Branding

  Que vous prépariez un webinaire important. Vous avez investi du temps dans votre contenu, invité des intervenants de qualité, et les inscriptions commencent à affluer. Mais votre page d’inscription ? Elle ressemble à toutes les autres : générique, sans

• How to sync Zoho CRM Quotes with Zoho Books/Finance Estimates or Quotes

  Hi everyone, We’re building quotes in the Zoho CRM Quotes module because of its strong CPQ features and better communication options (multiple contacts, email customization, etc.). However, these don’t sync directly with Zoho Books/Finance for invoicing.

• Marketing Tip #24: Encourage customers to leave reviews

  Reviews are one of the strongest trust signals in ecommerce. When shoppers see real feedback from other customers, they feel more confident about buying, especially when they’re choosing a brand for the first time. Not all reviews are equal. Detailed

• Ability to Attach Record-Specific Files Automatically in Workflow Email Templates

  Currently in Zoho CRM, email templates allow attachments to be added, but these attachments are static and remain the same for every recipient. There is no straightforward option to automatically attach a file that is stored within the specific CRM record

• This version of app doesn't support this notecard type Error

  So this problem is happening for any notes created within the last week, as well as any note recently edited on Android. I can open them on my phone fine, but they don't open on the website version. They DO work on the desktop app version. It's just web

• Issue with Picklist Dropdown Not Opening on Mobile

  Hello I am experiencing an issue with picklist values on mobile. While the arrow is visible, the dropdown to scroll through the available values often does not open. This issue occurs sporadically, it has worked occasionally, but it is very rare and quite

• {Action Required} Re-authenticate your Google Accounts to Continue Data Sync

  Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,

• Allocating inventory to specific SO's

  Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

• Is this a SCAM email or is it really Zoho?

  L.S. I received the following message. Is this from Zoho? I have had a Zoho One account for many years and my website has been online for years. If it is a scam, I think you should know about it.

• How to close an estimate ?

  Hello, I have created estimates, and converted them to invoices to get 50% payment. Now I have 2 cases where the estimate stills shows status partially invoiced, however: 1. for one of them, project stopped half way, so the remaining part will never be

• Updating Analytical Fields Data

  Dear Zoho team, I'm having an issue with the recently added fields in both Analytical Desk and Analytical. How can I generate the data in Analytical when new fields are added? https://analytics.zoho.com/workspace/2436819000000007005/edit/24368190000

• 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

• My Zoho mail stopped receiving or sending emails about 3 hours ago

  Its a pop 3 account. The emails get into the actual mailbox on the server and I can send emails directly from the server, but they are no longer in Zoho, in neither of my Zoho accounts. All green ticks under Mail Accounts under Settings

• Zoho Cliq not working on airplanes

  Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

• Request to Recover Deleted Task List – Project ID: RIV-MOD-10722

  Hi Zoho Team, I hope this message finds you well. My Zoho task list associated with Project ID: RIV-MOD-10722 appears to have been deleted. When I clicked on the task link from the email notification, I received the following message: "Task has been deleted

• Email Insights included in Bigin emals are marked as SPAM everywhere

  Today I noticed that email recipients who use Office 365 never receive emails sent from Bigin. Further examination showed that all Email Insights links in email headers are marked as spam/phishing by Office 365. Example screen included. The problem is

• How do I import Connected Records for a Deal?

  Can you point me to an example of the CSV file that would add related records to an existing CRM Deal? I imported a Deal, then tried importing a connected record using a unique ID that references the Deal ID, but it doesn't attach it to the Deal rec

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