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• Layout Rules Don't Apply To Blueprints

  Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. Now

• Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)

  I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have

• How to record GST amount for Value of Service on Inward remittance charged by bank

  Hi please advice I have a situation.    1. I have HDFC bank account 2. I have a customer who has done inward remittance for purcahses from overseas. 3. HDFC is showing Value of Service say $100 and GST @ 18%. 4. Value of Service is not charged. But  CGST

• Resources - Sort by rows consumed

  Please add the ability to sort by the total rows consumed in the Resources section of Settings. I would like to see which table is consuming the most rows by sorting from high to low.

• 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

• Editing a bundle

  How can I edit a bundle?

• Approval escalation

  Hi I would like to have an approval escalation if Approver 1 does not approve/reject a request with a certain SLA. Currently I have a status field that changes to "Pending approver 2 approval" after a certain time, however the challenge I am faced with

• Referral module for our Zoho People employees

  I have been requested to create a user in Zoho Recruit for each Zoho People user to allow them to refer a candidate in Zoho Recruit. Only the interviewer and guest profiles are free. The use of a custom profile is on the paid basis. Any user linked to

• Conflicts on zoho project Tasks

  Hi We want to use ZOHO Project for scheduling our technicians. We have maintenance contract with our customers. We schedule interventions on customer sites. So we created projects for each contract and task for interventions. So if a technician need to go to customer I create task and schedule them after depending of availibility. When I need to assign a date I use start Date and due date on the task. But I realized there is no conflict management. I called support and they told me it is not developped.

• Upcoming webinar : Build high-converting sales pipelines with Zoho LandingPage and Bigin

  For small businesses, generating leads is only half the battle. The real challenge is staying organized, following up consistently, and turning those leads into customers. Join us for this webinar to learn how Zoho LandingPage and Bigin can help you create

• New UX Improvements in the Zoho Expense iOS and Android Apps

  Hello users, We're excited to share the latest updates and enhancements we've made to the iOS and Android apps of Zoho Expense. These updates have been designed to make your day-to-day expense and travel management even simpler. Note: We will be rolling

• User Permission Log

  Our external auditors are asking for a way to view changes made to user permissions (basically, a user permission change log). Is this feature built into Creator? 

• What's New in Zoho Billing | May 2026

  We're back with another round of updates in Zoho Billing! This month brings new capabilities designed to give you more flexibility and control over your billing operations. From associating price lists with business locations, and including annexures

• ZOHO SURVEY to ZOHO CRM integration

  I am trying to use the ZOHO SURVEY to ZOHO CRM integration but the integration won't allow me to choose a record layout and that means there is a erquired field that i cannot input, is there any way around this?

• Why don't Zia agents support file uploads?

  I am trying to build a Zia Agent that allows uploading of a PDF file and uses the GLM5 model to process it and extract information. But agents.zoho.com has no way to enable file uploads on the agent. Additionally, GLM5 based agents keep outputting their

• Zoho Forms - Failed CRM Sync Improvement

  I'd like to suggest an enhancement to the Zoho Forms and Zoho CRM integration. Currently, once a form entry has been submitted, there is no simple way to push that individual entry to CRM again if needed. Before anyone mentions it, I am aware that the

• How to show product cards in your chatbot

  Hey everyone, If you are using Guided Conversations to help customers find products, you have probably run into this problem: the bot gives customers a list of options, but they still have no idea which one to pick. There will be no images, no specs,

• "Make online" not clearing previously downloaded files from disk

  I downloaded a large folder via "Make offline" so I could copy it to another location. This worked. When I was done I hoped that "Make online" would restore it to the previous state where those files are not stored locally in TrueSync. This did not work—Finder

• Importing Tasks

  Few suggestions that would make creating project templates more efficient.   1. Having the ability to import tasks from a spreadsheet within the Project Template Task section.  You can do this when creating a "new project." 2. When importing Tasks from a spreadsheet, to be able to associate a milestone to a tasklist, just as I can associate a tasklist to a task.  This would alleviate a very tedious, time consuming process. 3. Another feature that would be very helpful is rather than a start and end

• GSTIN Public Search API

  Does zohobooks have an api using which i can search GST numbers and get their details?

• Zoho Books | Product updates | April 2026

  Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assembly

• Quotes Module - import data

  Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?

• Spell Check Red Underlines Keep Appearing Even After Disabling

  Hello Zoho Support, I'm facing an issue in Zoho Writer where red spell-check underlines keep appearing even after I disable Spell Check. I have already: Turned OFF Spelling Errors Turned OFF Grammar Turned OFF Writing Quality Turned OFF browser spell

• Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later

  I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful

• Truco del mes: Zoho Desk - Cómo mostrar tarjetas de producto en tu chatbot

  ¡Hola a todos! Si utilizas Conversaciones Guiadas (Guided Conversations) en Zoho Desk para ayudar a los clientes a encontrar productos, probablemente te hayas encontrado con este problema: el bot ofrece una lista de opciones, pero los clientes siguen

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• Retail Payment Receipt

  Hi, So "payment receipts" have a "Retail" template for thermal printers, but the template is configured at A4 paper size!!! How is this retail guys? On the other hand, Invoices have 3 Retail templates which have 3 and 4 inch paper size, perfectly fitting

• Assign default Location + warehouse to Customer / Vendor

  Hello there. With the introduction of Locations I'm having to enter the warehouse for every single transaction which is getting really tiring and causes errors (easy to fix, but still). Does anybody know if there's a way to assign a default Location and

• SalesIQ : Allow Operators to Manually Set Company Names in Visitor Info

  Hi SalesIQ Team. We have identified an issue where the Company name displayed in Visitor Info is sometimes incorrect or not displayed at all. Currently, there is no way for operators to manually edit or specify the company a visitor belongs to. I understand

• How to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?

  Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I have

• 404 error at checkout

  Our customers are getting a 404 error at checkout. Anyone else with the same problem?

• Enhancement in Zoho CRM: Introducing New Return Types for String Fields Based on Character Length

  Dear Customers, We hope you’re well! In Zoho CRM, formula field with string return type is used in various scenarios where text is involved like concatenating customers’ first and last names, trimming characters from texts, performing find and replace

• BUG and HANGUP - Add Row with Fields DOUBLES the amount of rows instead of Adding Just 1 Row

  As it says in the title, there is a bug with forms generated with Zoho Writer where the Add Row With Fields ends up DOUBLING the amount of rows instead of Adding just 1 row.

• Approval Escalation based on time.

  How can I configure a multi-approval in Zoho creator. I want to have 2 approvers, say team lead and line manager. I want prices less than 50 to go to the team lead, otherwise they should to the line manager. Also if the price is 50 but the team lead takes

• Zoho Analytics "Esc" key problem

  I frequently use the Escape (Esc) key while building dashboards, reports, and writing SQL queries. Since the recent updates to Zoho Analytics, the Esc key no longer behaves as expected. When writing SQL queries, pressing Esc to dismiss a suggestion now

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

  Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

• Error when subscribing to any iCal feed in Group Calendar

  When I try to add any iCal URL via Settings → Calendar → Calendars → Group Calendars → Manage → Subscribed by Group, Zoho pops up an ‘Internal Server Error’ and nothing is added in the ‘Subscribed by Group’ list. But - the feed then appears under my personal

• Record Limit on Report

  I have set up a report that I'm putting on a "page". I have filters set up to only show the records with deadlines in the next 45 days. But I only want the report to show the first 3 records (and if possible have a pagination option at the bottom to access

• Problem with the blueprint flow.

  Scenario: 3 departments in a single environment: A-B-C agents from department 1 D-E-F agents from department 2 G-H agents from department 3 Since we've been using Zohodesk (2023), agents can assign tickets to the correct department using the blueprint

• Zoho ERP | Product updates | June 2026

  Hello users, We launched Zoho ERP on January 23, and since then, our goal has been to help businesses streamline and manage their operations with greater efficiency, flexibility, and control. Since the launch, we've continued to enhance the platform every

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