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• Recent Topics

• Date Field & Date Picker Problem

  The Date Fields in Fillable Fields are not working properly. The Date Picker is putting out the incorrect values.

• What's New in Zoho Inventory | June 2026

  Hello users, June 2026 introduces a range of exciting enhancements to Zoho Inventory. With the full rollout of the Zoho Inventory Windows application, the launch of Terminal Payments, and new tracking combinations in Advanced Inventory Tracking, you can

• How do I set the value of a Lookup field in SlyteUI?

  I am using the "crm-field" component in a SlyteUI project (code attached) https://www.zohocrm.dev/explore/slyteui/ui-components/crm-field/api#Properties The client would like to have this field pre-populated with a value. When I try to input the record

• Items (products) Export to PDF Feature as a Catalog Generator

  Would like to request a product catalog feature where the admin can export "items" along with selected attributes (e.g.: product name, size, price, etc) in a professional template as a PDF document.  Since product pictures and the product attributes are already saved in our system DB, it would be a natural extension to just export it out as a catalog for customers.  I've been duplicating this feature in other apps to make a product catalog.  Having a central repository of "items" makes good sense,

• DYK 11: Blueprint Import

  Did you know you can import task blueprint into Zoho Projects instead of building it from scratch? Tasks can sometimes have multiple stages and move through several stakeholders before completion. Without a defined process, task changes can happen without

• Tip #87 – Stop Describing, Start Showing with Annotation – 'Insider Insights'

  Hello Zoho Assist Community! A new employee needs help getting set up on the internal tools their team uses. The IT technician jumps on a remote session, but walking through an unfamiliar interface verbally only goes so far. "The icon at the top, no,

• Building extensions #7: Storing and managing module-specific data in Zoho Sprints extensions

  Storing and handling data related to Zoho Sprints modules is a key necessity when managing an extension. In this post, we'll look at the advantages of data storage and how it can be used with an example demonstration. Data storage An introduction In general,

• sending a Daily nag reminder email?

  I'm wondering if it's possible to set up nag reminders, if a task/case/deal is overdue then i want send a daily email until it's either closed, or the due date is updated. A date based workflow automation looks like it will only trigger once, and not

• Can I hide some products from a particular customer

  HI I want ot give a customer access to the portal but I need to hide some products from them that are not available for them to buy- is this possible ?

• CNIL - Suivi de Pixel

  Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant

• Master Zoho Desk through the Virtual Classroom Training (VCRT)

  Hello Everyone, This month's Virtual Classroom Training (VCRT) is for Zoho Desk users in APAC and India. Zoho Desk offers an expert-led 4-day Virtual Classroom Training (VCRT). The training covers configurations, automations, and ways to streamline Zoho

• Discount Per Item / Option Removed

  Hi, I was using Zoho Books for three years now and very saticfied. Now, as we try to add an invoice, we founds that the discount option per item was takn away, and a discount from total was implemented. However, we have cases when we add a diffrent discount to each item. Was this option removed permanently? Thanks, 

• What is a realistic turnaround time for account review for ZeptoMail?

  On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still

• UI for requestor

  can you assist me on how to access as reque

• Bank Transaction Rules Link Under Each Bank Account

  Hello, can you'll move the "transaction rules" button or link back under each bank account? It is now on Bank Overview, if I am working on a specific bank account, I don't want to go out to overview to check the rules. That button displays rules for all

• Zoho ERP | Product updates | August 2026

  Hello users, What’s new in Zoho ERP this month? From Account Registers to new reports, we’ve packed this release with updates worth checking out. Take a look at what’s new and see what’s in store for your business. Introducing Account Registers Account

• WhatsApp Coexistence

  Hello, please implement WhatsApp Coexistence, we need to track staff whatsapp chats on their PC and they need to be able to use WhatsApp on their mobile in around the office and warehouse, as we video call customers and send them product pictures. Thank

• Custom Validation for On Duty

  Hi Team, We would like to have custom validation support for the On Duty form in the Attendance module. We need to apply some restrictions, such as: Limit the number of On Duty requests per month. Restrict On Duty requests on selected days. Allow employees

• Moving from Zoho standalone to Zoho One

  Hi, I am a bit disappointed with this. We have been using Zoho CRM, Zoho Books, Zoho Forms, and Zoho Flow for a couple of years. While they have their own compatibility issues, we’ve been able to navigate them thanks to Zoho Flow—not the support from

• Mass Update of Lookup Fields not possible

  Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a

• Showing more options in lookup field in COQL

  When using the COQL query with just the lookup field directly (e.g. using "Account_Name" alone), the response json is "unflattened" but only includes the "Account_Name" and "id" fields. Is there a way to specify which columns are wanted in this "unflattened"

• Allow Email Attachments to Be Opened Directly in Zoho CRM

  Hi all, It would be very helpful if attachments linked to an email in Zoho CRM could be clicked and opened directly from the email preview. Currently, the attachment names are displayed, but the experience of viewing them is unnecessarily limited. Users

• Group accounts that are branchs of the same company

  Hi all! This is a zoho books question. many of the companies we work with have several branches. Each branch has it's own tax number. I'd like to be able to relate these branches so I can treat all the translations as if they were made with the parent

• Migration from zoho global to zoho Mexcio

  When will the migration be available and not create another entitie. We have years of information and integration and is not possible for us to create a new entitie

• I have a problem. I use Zoho invoice

  I have a problem. I use Zoho invoice, which is that when I create an invoice for a customer with specific items, let's say the value of these items is 2100, but my customers are not the type who pay the entire invoice amount at once, as they divide the

• Zoho Mail outgoing webhooks stopped delivering events to my domain from Aug 28 to Sep 1, 2026 — temporary suppression by destination domain/IP?

  Dear Zoho Mail support team, I run an application that receives email notifications from several Zoho Mail accounts via outgoing webhooks (Settings → Developer Space → Outgoing Webhooks), with REST API polling as a backup. What happened: between August

• Do you have software like Windows software?

  We want swadeshi software

• Mise à jour de Zoho Books – France

  Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre

• Introducing spam detection for webforms: An additional layer of protection to keep your Zoho CRM clean and secure

  Greetings all, One of the most highly anticipated feature launches—Spam Detection in webforms—has finally arrived! Webforms are a vital tool for record generation, but they're also vulnerable to submissions from unauthenticated or malicious sources, which

• Integration Multiple WooCommerce Stores

  Currently, Zoho Marketing Automation supports connecting only one WooCommerce store per account. For businesses managing multiple brands or stores, this creates operational challenges, as they are forced to maintain separate accounts for each store. Suggested

• Stop automatic email linking to deals after it is closed lost or Won & Done?

  How do I closed automatic linking of emails to deal which are closed or Won & Done? This is really important for us because sometimes if a new RFQ comes in the email is gets linked into an old deal which is lost or won and done.

• Add Support to Upload Inventory Items with Categories or Enable Separate Upload for Inventory Categories

  Currently, Zoho Inventory does not support uploading new items along with their parent and sub inventory categories using the item import feature. This creates challenges for businesses with structured inventory hierarchies when trying to upload items

• Problem at new Zoho Function View

  I Accepted the new zoho function view and now the page opens in blank and show this message {"code":"TOO_MANY_REQUESTS","details":{},"message":"Request skipped internally for Mitigation","status":"error"} This response is from this urlhttps://crm.zo

• Unbilled Items from Purchase orders

  Hi, I was wondering if there is a way for me to generate a report for the sum amount of unbilled items in open PO or partially billed PO. this info would be helpful for better cash flow management and for foreseeing any issues for unjustified delays for

• Recieving error: "New Record - Cannot be done due to change in form ownership."

  Hello all, I create a form via Zoho Forms. If is used so that when a user books a meeting on our website, they are added as a lead in the CRM. Right now, after filling out the form, if I look up the entry, there is an error in the "CRM Status" column.

• Multi-currency in Zoho CRM Forecast and Reports

  As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales

• Anyone have experience with Airbnb bookkeeping on Zoho Books?

  I just signed up for the free version of Zoho Books as a first-year Airbnb host. I am just starting my 2023 bookkeeping so I have lots of receipts, statements and such to input. I started to go with Quickbooks, which was admittedly easier because I could

• Approval Process configuration is now more flexible and fully customizable

  Hello everyone! Approval Process is back with a better user experience that makes it easier to add rules to your processes. This enhancement includes some UI updates that help you create highly structured approval stages—and more. Let's look at the enhancements

• Day 1: I signed up, now what?

  You created an account in Zoho and tried to set up your business in Zoho Invoice. The setup screens had several fields to fill. In this post, you'll learn about What does an organization in Zoho Invoice mean? How do I create my organization? Is Zoho Invoice

• Welcome to Zoho Invoice User PlayBook

  Start here. This page walks through Zoho Invoice the way you actually use it. What you'll find Each post takes one everyday situation, answers the handful of questions that come up inside it, and gives you the steps. Nothing assumes you've read the post

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