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• #4 Choosing How My Invoice Should Look

  Day 4: Meera had the basics sorted. Her business name was there, the address looked right, and her logo finally appeared where it should. But the invoice still did not quite look like hers. Her old studio used invoices that were clean, tightly laid out,

• Transaction rules for "Owner's Contribution" ?

  I have a bank account where a lot of the deposits are "Owner's Contributions" (i.e., the business owner investing money in the company). Is it possible to create a Transaction Rule to automatically recognize these? They all have the same verbiage from

• DYK 12: Turn Email into Work Items

  Did you know you can add work items to your Zoho Projects portal directly from your inbox? The initial step of important collaborations start over an email, and most of these require an immediate follow-up by creating a task, or reporting an issue. During

• Custom Function not getting package details when triggered from Workflow Rules.

  I have a custom function for Packages that submits a form in our Creator app that we use to generate custom shipping labels (internal staff complete deliveries so we cannot generate shipping labels straight from Inventory). When the function is executed

• how to Solve Conflict Invoices in Zoho POS

  Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try

• ¿Cuándo estará disponible la edición de Zoho POS para México?

  He estado revisando las capacidades de Zoho POS y su evolución dentro de la estrategia de Zoho for Retail, y me parece que existe una oportunidad muy interesante para el mercado mexicano. Zoho POS ya ofrece funcionalidades para gestionar ventas, inventario,

• [BUG] WebTabs in ZohoCRM now have a spurious "\" displayed along with some additional HTML Head code included

  An example of the issue can be seen below:

• Important update for Zoho RPA Windows Agent users

  Hi everyone, We would like to share an important update for Zoho RPA Windows Agent users running Windows Server 2016 or Windows Server 2019. The new Zoho RPA Windows Agent 6.0.0 and later versions are not supported on Windows Server 2016 and Windows Server

• Multi-Option Estimates: One Estimate, Multiple Choices

  Every service request can have multiple solutions. Multi-Option Estimates help you present these different solutions in a single estimate with its own name, parts, price, and total. Each option can differ in scope, approach, or price — whatever choices

• Delete CRM Portal

  How do I delete portals from my CRM? I created one just to test, it is not in use and is disabled but it's existence is preventing me from marking fields in modules as "required" unless I make it 'read/write' in the portal first. I'd rather just delete

• Marketing Tip #32: Improve SEO and customer confidence with an FAQ section

  Before making a purchase, customers often have simple questions about delivery times, returns, product usage, or sizing. If they can’t quickly find answers, they may leave your store without buying. Adding a clear FAQ (Frequently Asked Questions) section

• Contact removed when picking ticket template.

  hi new to Desk rolling out to company, replacing Freshdesk. Is there way to keep the in context contact when selecting a template? When you choose a template you lose the contact!

• ZOHO Campaigns in ZOHO Analytics - Campaigns vs Contacts Table

  There seems to be information in the Zoho Campaigns table such as Unique Opens and Unique Clicks that can't be found in the Campaigns vs Contacts table where only Opens and Clicks are shown on a per contact level. Is there a way to bring Unique Opens

• Zoho Publish is now available in Zoho One!

  Hello Zoho One users, We’re excited to announce that Zoho Publish is now included as part of the Zoho One suite! As businesses grow, keeping their business information accurate across online platforms can become challenging. Updates may be missed, details

• How to change an employee mail id

  Hi, Does the administrator have the rights to edit an  employees mail id. 

• Cousin Domain Verification in Zoho Mail: Identify and block look-alike domains

  Phishing attacks often rely on domain names that closely resemble legitimate ones. This makes it difficult for users to identify fraudulent emails at first glance. Zoho Mail's Cousin Domain Verification feature allows administrators to define trusted

• How do I add 2 agents under the same email?

  I have 2 agents who use the same email address. I added one, but when adding the second agent, it says that the email is already registered. How do I configure this properly?

• Zoho Desk API modifiedTimeRange returns HTTP 500 around 2026-03-08T02:00:00.000Z

  Hello Zoho Support Team, We are experiencing a reproducible HTTP 500 Internal Server Error when querying the Zoho Desk API search endpoint with a specific modifiedTimeRange boundary. ### API Endpoint GET /api/v1/tickets/search ### Reproduction Steps &

• Updating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function

  I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modify

• Collaborate Visually with Whiteboard in Zoho Projects

  Whiteboard in Zoho Projects allows you to collaborate visually by creating diagrams, annotating designs, and sketching project workflows using shapes, text, and images within project modules. Team members can work simultaneously, improving productivity

• Associate project with timer on iPhone

  When I start the timer without first associating a project (on my iPhone), its starts fine but now when I need to associate a project, and click on the link, I get a list of EVERY project I've ever put into Zoho Books. It used to just show active projects.

• Sales Tax Refund on Commerce Order

  I've looked high and low. Relatively new to ZOHO but not to systems in general. How do we produce a refund for sales tax charged and paid for by a customer in error? This does not impact inventory stock. Simply for accounting and getting the $ back to

• Importing Chart of Accounts from Quickbooks -- "Debit or Credit"?

  I'm trying to switch from QB to Zoho Books. I've prepped my chart of accounts and put it into the format following the structure of the sample CSV file. But one thing that does not exist at all on the Quickbooks side is the Zoho column for "Debit or Credit".

• Long term pricing for customers managing multiple organizations

  I've been using Zoho extensively for quite some time and genuinely think it's one of the most powerful and customizable business platforms available. Between Zoho Books and Zoho Analytics, I've invested a significant amount of time building automations,

• Default Status for Appointments to Completed

  We use Zoho Bookings integrated with Zoho Desk to book time for tech support sessions, we've configured it to only allow for a contact to book a single session to avoid customers overbooking time that may not be needed. The trouble is, once a session

• Customer User Fields for use in Rules

  Hi, I would like to be able to add custom fields to the users, such as Department or Role, which can then be used in Rules, Reports, etc. as a condition. A use case is limiting Global lists or Choices based on the users Custom Field, so one form can be

• Add ZeptoMail to Zoho One

  Hi Zoho Team, I would like to request that ZeptoMail be added as a fully included application within Zoho One. Why this is important Zoho One is positioned as a unified business operating system that brings the applications an organization needs under

• Item image on document

  I know what I am asking may not be possible, but I will ask anyway, maybe I will get lucky, and someone else is doing it. My business is based on special orders only from various online stores. When I send a quote to a client, I generate a separate quote

• Dashboard Metric Drill-Down Shows Stale Data

  Summary: When clicking between different metric components on a custom dashboard, the drill-down list shows data from the previously opened metric instead of the one just clicked. Steps to Reproduce: Create a custom dashboard with multiple pre-defined/templatized

• Zoho Marketing Automation WhatsApp Campaign Import Sync for Zoho Analytics

  WhatsApp is a critical channel in modern marketing, yet WhatsApp Campaign metrics from Zoho Marketing Automation currently cannot be natively imported into Zoho Analytics via the default advanced analytics connector. Integrating this into the standard

• Allow Reauthorizing CRM Connections Without Revoking First

  Currently, when a Zoho CRM connection needs to be reauthorized or authorized with another account, we first have to revoke the existing authorization and then authorize it again. This creates a gap where the connection is unavailable, and any functions,

• Programmatic Itemized Expenses?

  It does not appear that it is possible to create itemized expenses programmatically (via the API)? Is this correct, or am I misunderstanding the situation?

• Prefix & Suffix on Single Line, Number, etc.

  Hi, I would like to have the same Prefix and Suffix that was added to the Unique ID on Text and Number Fields. Use case could be as basic as temperature, as per another Idea I have to use Single Line (Text) for a number that might have leading zeros today,

• Handle Leading Zeros in a Number Field

  Hi, If I use a Number Field, set with Min 7 Digits and Max 7 Digits, and enter 0000001, it will result in 1 and an error as it removes the leading zeros, the same with entering 0012340 will result in 12340 and error. So I have to use a Text Field and

• Is there a way to show contact emails in the Account?

  I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

• Virtual Option for Fields

  Hi, I would like to be able to choose another option other than Read-Only or Disabled, such as Virtual. And with Virtual, the field is shown on the form and avilable in rules, but NOT saved to the Database. A use case is having multiple Large Lists of

• Zoho Marketing Automation Cannot Sync Lookiup Fields

  Hello all, It seems that Zoho MA cannot sync Lookup fields from the CRM. Can you confirm if this is the case? Is there a workaround? Do you know if Campaigns can sync with custom modules and also with Lookup field in the CRM? Thank you!

• Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified

  I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that

• Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

  We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode

• Zoho Campaigns EU Topics API returns HTTP 200 with empty topicDetails

  Hello, Our Zoho Campaigns EU organisation has two custom topics visible in the Campaigns UI, and contacts are subscribed to them. However, an OAuth request with ZohoCampaigns.contact.READ to https://campaigns.zoho.eu/api/v1.1/topics returns HTTP 200 with

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