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• Weekly Sales Summary

  Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated

• Client Portal ZOHO ONE

  Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

• Restrict Addresses in Zoho Forms?

  In the address field, is there a way to restrict the addresses that auto populate (via Zoho Maps or Google Maps) to a specific state (I know it's possible with the country). Additionally, how often does the address in Zoho Maps get updated? Certain addresses

• Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?

  Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?

• ASAP Widget Not showing "My Tickets"ed

  Hello Team, I have created a ZOHO ASAP Widget and embedded to my portal app.clearvuiq.com , widget renders ok and I can open tickets from widget. However I want my opened tickets to be visible in the widget. How can I achieve that?

• Add Zoho Forms to Zoho CRM Plus bundle

  Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

• Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

  Hello everyone, Workflows got a notch better with AI-based actions. Actions such as field extraction, prediction, auto reply, and content generation facilitate quick execution with improved speed and accuracy. Zia can intercept useful details in newly

• How to view CRM Sales Orders in Desk

  What's the usual way to view all CRM sales orders linked to a contact, when viewing a ticket in Desk? I don't want to have to open a new tab to see the order in CRM. And the Desk CRM sidebar doesn't seem to be configurable. Would I have to use an extension

• Kaizen #219: Actions API - Webhooks APIs - Part 1

  Hello all!! Welcome back to a fresh Kaizen week. In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, Tasks Update API, and Field Update API. This week, we will continue with another Actions API - Webhooks API

• Pricing Strategies: #3 Services never Stop with just Plans

  "Hey, while you're here, could you also take a look at the vegetable patch?" Aaron hears that line almost every week. He runs a small gardening service, the kind where customers subscribe to a simple monthly plan that includes basic maintenance, mowing,

• Presenting ABM for Zoho CRM: Expand and retain your customers with precision

  Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

• Lead Blueprint transition in custom list view

  Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed

• Cropping Photos for Zoho Sites

  Hi, I'm wondering if there is a built in crop tool for zoho sites for my photos so I can crop them and see what the crop looks like on the site?

• Deluge scripts

  Why is there not a search function to make it easier to find the script of interest when modifications are required.

• WorkDrive and CRM not in sync

  1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here

• zoho sheet stuck

  I Need help. ZOHO sheets stuck on the loading screen. I've already deleted the system cache and cookies of my browser (google chrome) but it's still not opening. 

• bulk edit records and run internal logic

  hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work.  how can i turn on logic to work as programmed - for mass editing records via bulk edit?

• Duplicate Accounts

  Hi There, I am looking for a solution, script, workflow or anything to solve an issue we have - in our customers section we have a rule that doesn't allow duplicates, however Zoho will allow customers with xxxxx and xxxxx PLC or LTD so effectivley we

• Invoice Ref. Field

  Hello Team, Currently, the Invoice Ref. field is set to a Number type with a maximum limit of 9 digits. However, we often receive customer invoices that contain up to 12 digits. In some cases, the invoice reference includes not only numbers but also letters

• WebDAV / FTP / SFTP protocols for syncing

  I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful

• Emails sent through Bigin are not posting in IMAP Sent folder

  I have set up my email to work from within Bigin using IMAP.  I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc.  I want all my emails to populate my email client (outlook & iphone email) whether or

• Possible for first Signer of Sign Form to specify the next signer in the sequence

  We have many use cases where multiple signers need sign the same document. We'd love to be able to use sign forms, where the a signer who uses the Sign Form link can specify the name and email address for the next person in the sequence.

• BUG: Can't copy-paste data outside Sheet

  Currently I can't paste data copied from inside any of my Zoho Sheet files to any other app. Copy-paste works inside the sheet It does NOT work between two different sheets These sheets are built from automation templates Everything works fine if I create

• Zoho CRM Community Digest November 2025 | Part 1

  Hello Everyone! Here’s what came through in the first half of November: new updates and a few helpful community discussions with real, notable solutions. Product Updates: Android App Update: Inctroducing Swipe Actions You can now swipe left or right on

• 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

• The Social Wall: November 2025

  We’re nearing the end of the year, and the holiday season is officially kicking in! It’s that time when sales peak and your social media game needs to be stronger than ever. We’re back with exciting new updates across AI, analytics, and the mobile app

• Auto-Invite Users to Portals in Zoho CRM based on Conditions

  Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to

• Truesync for Linux

  Is Truesync available on linux ?

• Rich Text For Notes in Zoho CRM

  Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

• Hidding/excluding specific picklist options from filter

  Hi. Is it possible to hide/exclude specific picklist options from this filter? I don't want them to be shown when someone tries to filter in the leads module

• Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

  Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,

• Zoho DataPrep switching Date Format

  When using a pipeline that is importing Zoho Analytics data into Zoho DataPrep, the month and day of date fields are switched for some columns. For example, a Zoho Analytics record of "Nov. 8, 2025" will appear in Zoho DataPrep as "2025/08/11" in "yyyy/MM/dd"

• Subforms to Capture Multi-Row Data in Job Sheets

  Subforms transform your job sheets from simple checklists to powerful, data-rich forms. In field service work — whether maintenance, inspection, installation, or repair — a single job can involve multiple repeatable entries: readings, parts used, activities

• 年内最後のユーザー向けイベント：5名限定！ 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (12/18)

  ANNOUNCEMENT 1 REPLY INSIGHTS ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 12月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/QHn6kJAcRs-znJ1l5jk0ww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho

• Add "Fetch Composite Item" Action for Inventory

  I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.

• Adress Labels for sending of the oder und barcode

  We want to print with my address labels to stick on the order of the ware can. there are these options?

• printing individual labels - Dymo LabelWriter

  I am trying to print individual labels to my Dymo LabelWriter - has anyone done this? Latest Update (December 2025): The Canvas Print View is now available! We encourage you all to try it out and share your feedback with us. Learn more here: Zoho CRM

• Zoho Creator for Agriculture

  Greetings, I am starting to work on  Zoho Creator specifically for the agricultural field, any recommendations, tips or ideas that might be helpful ? Also, if you are interested by any means in working on such project, kindly contact me. The project is

• Custom Print Layout

  I would like to create a custom print layout of a Lead or Contact. Is there a way to do that? What I mean is that if I'm viewing a specific lead or contact I'd like to be able to print or export that lead/contact and only print and/or export certain information.

• Print View

  Nothing happens when I'm in a module , ie; Contacts, and I hit the Print View Button. Even when it does come up and say "loading", nothing loads

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