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• Basic report- open sales order by item, with filter for customer ..

  HI, we really need a basic report that sorts all open sales orders by Item, so you can see which items in your inventory are awaiting invoicing. Then you need a filter by customer, so you can see all the items a particular customer is waiting for. daily,

• Record sharing for Activities modules in CRM

  Hello everyone, We've got a few quick enhancements to what we covered in this previous announcement: record sharing is now available for Activities modules. 1. Sharing Tasks, Meetings, and Calls Until now, activity records could only be shared indirectly

• Stock Count

  The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important

• Action Required: Update your TLS configuration to ensure uninterrupted access to Zoho WorkDrive

  Hi everyone, To further strengthen the security of Zoho WorkDrive, we’re updating the TLS cipher suites supported across our services. As part of this change, older and less secure cipher suites are being phased out. If your browser, API client, desktop

• Free webinar: Zoho Sign in Q2 2026 - A quick walkthrough

  Hi there, The second quarter of 2026 has flown by, and the Zoho Sign team has been hard at work releasing features to enhance how you send, sign, and manage documents. Join us for our upcoming webinar, where we'll discuss what's new and what's to come.

• Kiosk Studio + Zia Agents: Automate renewal risk classification in your CRM | Kiosk Studio Session #10

  Renewal management is vital in a recurring revenue business. Your CRM already knows which accounts are at risk; the signals are present in contact titles, deal stages, call logs, account descriptions, and so on. What's missing is something that reads

• How to Prefill Data in an Additional Form Submission from the First Form Submission

  We need to prefill data in the second form submission based on the previously submitted form (when using the "Add Another Response" option). We have a form which allows customers to send us files via upload. It requires them to provide name, company name,

• Enable Credit Note creation for Sales Returns BEFORE receiving goods

  Currently, it is not possible to issue a Credit Note linked to a Sales Return until the goods have been officially marked as "received" in the system. In our business, we often need to issue a credit note to our clients immediately upon the initiation

• Request to Make Billing Company and Service Company Fields Editable.

  Hello Latha, We noticed that once a Request, Estimate, or Work Order is created, we are unable to edit the Billing Company and Service Company details, as these fields become non-editable. Could you please make these fields editable after record creation?

• Client Script | Update - Client Script Support For Custom Buttons

  Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.

• Why associate tickets are just one direction?

  When I associated the ticket #A with #B, in ticket #A I can see that exists another ticket associated. However, when I go to ticket #B, there is no reference that ticket #A is associated to #B. Is there a reason for that? Because it is confused and hard

• Physical Batch Stock by Warehouse

  We have activated batch tracking in Zoho Inventory. To reconcile our inventory with the physical stock reported by our 3PL, we need a report showing the total physical quantity still present in each warehouse, broken down by batch. This quantity is the

• No "Import Users" option in Zoho FSM

  I recently noticed that there is no option to import Users into Zoho FSM, and this has become a serious challenge for us. When migrating data, especially technicians or other user profiles, we often have hundreds of users to bring into the system. Currently,

• Elevate your Radar experience: Best practices part 2

  In the Spotlight: Zoho Desk's Radar app Hello Everyone, In part 1 of Zoho Desk’s Radar app best practices, we explored role-based permissions, exceptions handling for critical alerts, daily toasts for a quick view of tickets, and landscape reports for

• Suggestions for Improving the Deluge Development Experience

  Hello, I would like to share some ideas that could significantly improve the Deluge development experience, especially for partners and developers building larger solutions across the Zoho ecosystem. Some key areas that would add a lot of value: Deluge

• "Subject" or "Narration"in Customer Statement

  Dear Sir, While creating invoice, we are giving in "Subject" the purpose of invoice. For Example - "GST for the month of Aug 23", IT return FY 22-23", "Consultancy", Internal Audit for May 23". But this subject is not coming in Customer Statement. Only

• Email journaling is now available in Zoho Mail

  When issues escalate, IT, security, compliance and audit teams rarely need just “the latest email”. They need a dependable record of everything that was sent and received, in sequence, that isn’t affected by inbox clean ups or account changes. Email journaling

• Ability to Export Field Dependency Structure in Zoho Desk

  Hi Zoho Team, We’d like to request a feature enhancement in Zoho Desk that would greatly improve configuration management for organizations like ours: Requested Feature: The ability to export the full structure of Field Dependencies, especially for multi-level

• How to use Zoho Billing info in a workflow

  We have Zoho Billing and CRM sync'd and the Billing info appears as expected for each Account in Zoho CRM, including subscription status, plan type etc. But how can we use this in a workflow? Thanks Dylan

• Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

  We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

• Account Reconciliation via API

  I am suggesting that the Zoho Books team considers making it possible to do an Account Reconciliation via API. The use case I have in mind is specific, but also fairly common: merchant services clearing accounts. Currently, the only way to reconcile an

• First Day of Work Week selection - Add every day of the week

  It would be very helpful to have every day of the week available as a choice for the start of a work week.  In fact, it would be even MORE helpful if we could select a different work week per Customer. For instance, for one client, I invoice weekly: Friday through Thursday (so the first day of that work week, as far as Zoho is concerned, is Friday).  For another client, I invoice monthly, and would keep the traditional M-F work week.

• Zoho CRM Error message #2 : Fixing [Invalid Credentials] and [Authentication Fail] while configuring IMAP

  Hi Everyone! As a part of our Zoho CRM Error messages series, we're going to focus on couple of error messages that you might encounter while configuring IMAP and ways to resolve them. These are: [Invalid Credentials] [Authentication Fail] The annoying

• Unable to add a pick list field to a standard layout.

  Adding a picklist filed this morning to any module causes a grey/unresponsive screen. Inspecting the web console shows a javascript error.

• Introducing Color Coding of Picklist Values

  Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.

• Finish Line: Reading the Story Your Number Tells

  Three times on this journey, we pulled into a pit stop, a pause to catch our breath before pressing on. This time, this isn't a pit stop. This is the finish line. Over the last five posts, we saw that Zoho Invoice's reports aren't five separate features

• Detecção facial com Deluge: dominando a task zoho.ai.detectFace

  Fala, pessoal! Hoje quero compartilhar com vocês uma das tasks de Inteligência Artificial mais interessantes do Deluge: a zoho.ai.detectFace. Com ela, conseguimos detectar rostos em imagens diretamente nos nossos scripts, sem precisar de nenhuma API externa

• Zia Agents no Zoho CRM: quando a IA vira parte do time de vendas?

  Repetimos sempre aqui na Kafnet que tecnologia é meio, não é fim. Os Zia Agents no Zoho CRM provam isso na prática. Não são mais um recurso de automação, são agentes que agem de forma autônoma dentro do CRM e tomam decisão com base no contexto real do

• Desk Contact Name > split to First and Last name

  I am new to Zoho and while setting up the Desk and Help Center, I saw that new tickets created or submitted from the Help Center used the Contact Name field. This would create a new Contact but put the person's name in the Last Name field only. The First

• Zoho Flow - Zoho Desk trigger "Ticket created or updated" overrides Department

  Just in case anyone else has this issue. We had a Zoho Flow with the Zoho Desk trigger "Ticket created or updated". In the trigger I had selected a Department (Sales). What happens is that the Department ID (Sales) is submitted as part of the request

• Zoho campaigns , role based emails.

  Zoho campaigns , is not allowing me to add emails like info@abc.com .  they say its role based email . But many of my subscribers have such email .  Please help . 

• Save filter support now available for portal users

  Hello all, CRM users have long had the option to save frequently used filters in their module views, so they can switch between filtered views without re-applying criteria every time. Portal users, however, didn’t have this option. Each time a portal

• Workflow for not getting a "Draft" stamp on the top of my printed invoice?

  I have certain cases where invoices need to be printed and included with material being sent to a client. I have "Show Status Stamp" turned on inside the PDF template, Transaction Details tab. When I create an invoice, I have choices to send, save and

• Purchase Orders by Warehouse

  Looking for a way to list purchase orders by warehouse. Easiest would be if warehouse was an available field to add to a custom view, but alas... Am I missing something? Does anyone have any tricks or tips that would keep me from having to click into

• [Live webinar] Learning Table Series: Building industry-based portal solutions with Zoho Creator's AI-powered agents

  Hello everyone, We are excited to invite you to another edition of the Learning Table Series webinar. Building industry-specific portal solutions often requires careful planning, secure user access, role-based experiences, and seamless interactions for

• Automate your workflows with Connections in Zoho Bookings

  Greetings from the Zoho Bookings team! We're excited to introduce Connections, a new capability that lets you securely authorize supported Zoho services and use them across multiple custom workflows, making it easier to automate actions based on booking

• Create Custom Module Using AI in Zoho Projects

  Every team has its own way of managing work. While standard modules support common project management needs, many business processes require their own structure, fields, and terminology. With AI-powered Custom Modules in Zoho Projects, users can create

• Add a MATRIX field to the forms creation

  Same as Zoho forms, we need a Matrix field in Zoho Creator forms, is very usefull

• Cannot renew the Barclays feed connection

  I have the message that my connection with Token will expire in a few days, but I'm unable to renew the connection to my Barclays account. I go through the process of logging into the bank account via Token as normal, but the account selection flashes

• Zoho Books for Charities

  We are a UK charity using Zoho Books Standard. Each grant is recorded as a Sales Receipt and every related expense is tagged using a Reporting Tag. Is there a standard report that will show, for each Reporting Tag, the original grant income, all tagged

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