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• Workflows fail silently in Zoho CRM and there is no native way to know

  Workflow automation is honestly one of the biggest reasons my clients choose Zoho. But there is one problem I keep running into across almost every implementation. When a workflow fails, nobody finds out. Email alerts hit daily limits and just stop. Custom

• Picklist values out-of-date in Campaigns

  Hi I use a CRM (Global) picklist set of values for my field "Connection Strength" (see screenshot 1). . I use Campaigns to follow-up and change the Connection Strength value depending on their stage. The picklist values that appear in the dropdown for

• Refering cell from other sheet

  Hi, If we want to refer any cell in the same sheet its very easy, like suppose if I want to refer cell A2  in P7 I just need to type =A2 in P7, similarly how can I refer a cell present in different sheet ( I mean refer cell A2 from Sheet1 into Sheet2) Thanks

• How to keep track of bags, cans, drums of inventory?

  We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

• Global/Overall Reports & Dashboards in Zoho Sprints

  Hi, Do we have an option to refer Global Level Reports & Dashboards in Zoho Sprints? We could see that we have Project specific Reports & Dashboards inside every Project. However, for a management level we want Reports & Dashboards visibility at a Global

• Important Update: New Fields Addition in Zoho Sprints Integration

  We'd like to inform you of an upcoming update to the 'Timesheets' module in the Zoho Sprints integration from June 3, 2026. To enhance time tracking and reporting accuracy for the Zoho Sprints integration, three new fields - Log Type, Meeting ID, Release

• Custom Buttons & Links Now Supported in Portals

  We’ve just made portals in Zoho Recruit more powerful and customizable than ever! You can now bring the power of Custom Buttons and Links to your Candidate, Client, Vendor, and Custom Portals, enabling portal users to take direct action without recruiter

• Packaged Weight And Dimensions

  Hello, we have item weight and dimensions, please add packaged weight and dimensions. Thank you

• Nome do Agente não aparece nas conversas do whatsapp para o nosso cliente

  Nome do Agente não aparece nas conversas do whatsapp para o nosso cliente! Isso é ruim pois so,os em 5 agentes e o cliente fica sem saber com quem ele está falando, pois tentei procurar configurações que pudessem ter esta opção, mas até então não encontrei.

• Marketing Plus : quatre ans à réinventer la simplicité des opérations marketing

  Pourquoi et comment ? Il y a exactement quatre ans, nous avons démarré simplement, avec une seule vision: unifier et simplifier les opérations marketing pour les équipes marketing de tous les secteurs. Chez Zoho, nous proposons des outils dédiés à chaque

• hide resolution from help centre

  to my surprise, i just found out that the resolution text is public in the helpcenter, even if 'notify customer' is off. is there a workaround to that? how do others deal with this? How zoho support does this and I don't think its used by Zoho in the first place. the resolution is meant to be private, not public

• Zoho Desk - Event Calendar View

  Hi Desk team, Are there any plans to introduce a calendar or timeline view for Events in Zoho Desk? It would be very helpful if we could see Events visually in a calendar and/or timeline. This is very helpful when desk side support activities need to

• Pasting Images in Zoho Desk ignores cursor location

  My team has reported an issue which started recently where when we paste an image into a new or existing reply or comment, the pasted image seems to ignore the current cursor location instead paste itself at the last character present in the reply/comment,

• Enrich your contact and company details automatically using the Data Enrichment topping

  Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging

• Financial manger

  why is transaction locking for zoho I Can't closing period

• API usage

  My application has bad implementation and code that is resulting in very high API usage. This is my first time experiencing something like this. Does anyone know how I can troubleshoot and fix this?

• Disabled page

  Hello, When I try to to run Inventory Valuation Summary and FIFO Cost Lot Tracking reports, I get This page is disabled error. I tried everything in settings, cant find the settings to enable. Help me.

• Setting defaults for "Find and Merge Duplicate for..."

  To remove some of the extreme tedium from Zoho's poorly implemented merge function, I would like to set defaults.  Currently I am defaulted to match "ANY" when I would never do that, so I always have to click "ALL". Then it makes me click on several totally irrelevant drop boxes to turn off phone, mobile and other useless match criteria. Is there a way I can set: Match to default as "ALL" Firstname to default to "IS" Lastname to default to "IS" every other match field default to "-NONE-" This will

• Linux agent 2026_M05 release notes

  Agent Version: 3.6.5.3 Release date: 28 April, 2026 Major Enhancement: Quick Support feature release. Security improvements and enhancement to in session features.

• Automated Sales Order Fulfillment Based on Inventory Availability (Allocation / Commitment Modes)

  Hi everyone, I recently reached out to Zoho Inventory support regarding a workflow challenge and wanted to share both the issue and their response here for visibility. Zoho confirmed: “Zoho Inventory does not currently support automatic notifications

• Linux agent 2026_M04 release notes

  Agent Version: 3.6.5.2 Release date: 30 April, 2026 Code refactoring and improvements to function efficiently in minimal hardware environments.

• Simple Totals on all pages?

  Hi there. I'm surprised this isn't implemented yet (since most other software has this by default). Can you display a simple total at the bottom of all invoice lists? ie: I click in SALES tab, select INVOICES and on that page please show us a simple total? Yes, I realize I can go the long way around and generate reports and select my date options and select the type of invoices etc...but honestly that shouldn't be necessary when just viewing a list of unpaid invoices and how much total is outstanding.

• Linux agent 2026_M03 release notes

  Agent Version: 3.6.5.1 Release date: 27 February, 2026 Bug fixes and performance improvements for optimised session experience.

• Linux agent 2026_M02 release notes

  Agent Version: 3.6.5.0 Release date: 26 February, 2026 Major enhancement: File Manager feature release Issue fixing of idle session timing interfering with backend activities.

• Linux agent 2026_M01 release notes

  Agent Version: 3.6.4.8 Release date: 13 February, 2026 Optimised the unattended agent uninstallation process to properly cleanup residual files and complete uninstallation process. Fixed issues with CTRL+ALT+DEL command not functioning properly in some

• Using API for multiple organizations

  I am busy building an app to load data from a retailer into Zoho Books. We are planning on selling the app to multiple organizations that use this retailer. Is there a way to get a single oauth app to access multiple organizations? From what I can find

• MacOS agent 2026_M04 release notes

  Agent Version: 3.120.0 Release date: 23 April, 2026 Retry mechanism for end users to enable Accessibility and Screen Share permissions to successfully join remote sessions. Agent stickiness on multiple desktops to avoid confusion. Improvements to audio

• MacOS agent 2026_M03 release notes

  Agent Version: 3.117.0 Release date: 02 March, 2026 Bug fixes and performance improvements for optimised session experience.

• MacOS agent 2026_M02 release notes

  Agent Version: 3.116.0 Release date: 23 February, 2026 Major enhancement: File Manager feature release Minor enhancement: Improved peer to peer connectivity across various network conditions. Minor enhancement: Improvements to Elevate to Admin mode

• MacOS agent 2026_M01 release notes

  Agent Version: 3.111.0 Release date: 11 February, 2026 Major Enhancement: Quick Support feature release. Upgrades to monitoring protocols for analysing performance. Issue fixing of idle session timing interfering with backend activities.

• Account Unblock Request

  Dear Sir/Madam, I hope you are doing well. I noticed that my account has been blocked for violation of the usage policy which I believe comes from it being associated with sending spam. I have since then removed the old keys which were compromised in

• Kaizen #242 Enabling In-Context Order Creation from Deals Using SlyteUI

  Hello everyone! Welcome to another interesting Kaizen post. Today’s spotlight is on SlyteUI, the new UI builder designed to create powerful, intuitive user interfaces in minutes. Built for speed and simplicity, SlyteUI empowers teams to deliver high-impact

• Auto-sync field of lookup value

  This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

• CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

  Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

• Can't access google from toppings menu

  So... When I click the manage button in toppings, nothing happens. it won't let me access the settings.

• Best sales insights for target accounts?

  Question for all the sales power-users out there: I would like to gain insights from Zoho CRM for a rotating list of target accounts. Each Outside Salesperson has 5 target accounts, and they can change these targets quarterly with management approval.

• Emails Disappearing From Inbox

  I am experiencing the unnerving problem of having some of the messages in my inbox just disappear.  It seems to happen to messages that have been in there for longer than a certain amount of time (not sure how long exactly). They are usually messages that I have flagged and know I need to act on, but have not gotten around to doing so yet.  I leave them in my inbox so I will see them and be reminded that I still need to do something about them, but at least twice now I have opened my inbox and found

• Cadence not stopping on reply (in some cases) – anyone else?

  Hi everyone, we’ve noticed that in a few cases, Cadences don’t stop even though the contact replied (setting “stop on reply” is active). It works fine most of the time, but occasionally the reply is visible in CRM without stopping the Cadence. Our assumption

• Issue with Resume Parsing and Storage Limit in Zoho Recruit

  Hello Team, We are currently facing an issue with resume parsing in Zoho Recruit. While parsing resumes, we are receiving a message indicating that the storage is full. We would like to delete multiple old resumes from the system to free up storage space.

• 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

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