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• Recent Topics

• Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters

  Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced

• The Zoho Books client portal is good but it stops just short of being genuinely useful

  I set up Zoho Books for quite a few Companies. And honestly the client portal is one of the features I always demo because it looks great on the surface. Clients love the idea of it. But then a few months into going live, I start getting the same feedback.

• How can I remove a Partner!?

  Hi Im trying to remove a partner. He added himself the CRM. He's now no part of the project and Im trying to remove him asap, but the screen wont let me as I dont know what the Partner ID is! Moderation Update: The request to untag/remove a partner from

• Zoho CRM Sales Targets for Individual Salespeople

  Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.

• 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

• Is it possible to create cross-module rules without code?

  Before requesting this as a request, I want to be sure that there isn't a way to do it that I'm not aware of. What I mean by cross-module rule is: like a rule, but the trigger is in one record and the action is another, related record. Easy example: when

• Standardize your booking forms with Centralized Customer Form

  We’re excited to introduce Centralized Customer Form, a new way to manage and standardize how customer information is collected across your event types. With this feature, you can define a common set of booking form fields once and apply them across your

• Cannot edit articles in Zoho Learn

  Our users have recently noticed that there are certain manuals where we cannot edit any of the articles. Even the user who created the article cannot edit. I have an admin profile and I am also unable to edit the articles. Is this an ongoing bug? Kindly

• Emails to Hotmail not being delivered

  For the last 2 days, every hotmail and MSN email have not been delivered. Anyone else having this issue?

• Translation from Chinese (Simplified) to Chinese (Traditional) is not working. It randomly translated. Google Translate accurately but zoho translate is not working at all

  Hi friends, The newly added language for translation. https://www.zoho.com/deluge/help/ai-tasks/translate.html "zh" - Chinese "zh-CN" - Chinese (Simplified) "zh-TW" - Chinese (Traditional) my original text: 郑这钻 (and it is zh-CN) translated traditional

• Pricing Query - Zoho Contracts

  Query about pricing: I am wondering if we need users from the organization to sign, do they need to be registered as users? And thus consume a license? They will literally not use the system for anything else. Just to read the contract once completed

• Agent Ticket awareness

  I am trying to develop a system in desk that posts a comment every time a new ticket is opened. The goal is to alert agents of other open tickets. And make them aware of recently closed tickets. I have tried flow and work flow. I can get a comment to

• Automation #7 - Auto-update Email Content to a Ticket

  This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly

• Add bulk ticket merge functionality in Zoho Desk

  Hi Zoho Team, We would like to request a feature that allows agents to merge multiple tickets in bulk instead of merging them one by one. Current Limitation At the moment, tickets can only be merged individually. This becomes very time-consuming when

• Secure your help center profile with Multi-Factor Authentication (MFA)

  Hello everyone, With the rise in security breaches and compromised passwords, keeping your account secure has become more challenging. To address this and enhance security of the help center, businesses can enable Multi-Factor Authentication (MFA) for

• Add Support for Authenticator App MFA in Zoho Desk Help Center

  Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,

• Improved RingCentral Integration

  We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.

• Non-depreciating fixed asset

  Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land

• Overview on users IMAP settings

  We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to update

• Can Zoho Sign “Send with Zoho Sign” be triggered from Blueprint and used to control stage progression?

  We are currently designing a process in Zoho CRM using Blueprint where a document needs to be sent for signature as part of the workflow. Our requirement is: From a Blueprint transition, trigger sending a document using Zoho Sign Once the document is

• Timesheet Approval by Milestone Owner (Not Just Project Owner)

  Hi, In Zoho Projects Timesheet Approval Rules, we can only select "Project Owner" as an approver type when multiple projects are involved. However, our organization needs **Milestone Owners** to approve timesheets for tasks logged under their specific

• Is Zoho Tables part of Zoho One

  Cant seem to add the app as part of my Zoho One Subscription?

• Analytics Report Visibility Issue

  We are currently experiencing an issue with opening the analytics report, as the content appears invisible/unreadable. Kindly review and advise on the root cause or provide a corrected version at the earliest convenience. Your prompt support will be appreciated

• How to add a filter

  Hi Team, How can I set a filter like excel, instead of adding a new button.

• Feature Request - Make Available "Alias Name" Field In Item List View

  Hi Zoho Inventory Team, I have noticed that the "Alias Name" field does not appear on the list of selectable columns in the Customise Columns feature in the Items module. This would be very useful to see for businesses who are using the Alias Name field

• [Free Webinar] Learning Table Series, May 2026 - Enhancing client collaboration with customer portals in Zoho Creator

  Hello everyone, We’re excited to announce the next session in Learning Table Series 2026, where we will continue with our purpose-driven approach—focusing on how Zoho Creator’s features help solve real-world business challenges. Each session in this series

• Set rules for Release layout

  We have now extended the support of Layout Rules to the Release layout. You can now control how information should be displayed, organized, or action to be triggered based on the conditions. This stipulates how a specific release should be carried out

• Zoho CRM mobile updates: Filter for lookup, approval recall, multi-select lookup, and tag support for Canvas, and more

  Hello everyone, We have a few exciting updates in Zoho CRM mobile apps to share with you. Here's whats new: Filters for lookup (Android) Let's say you have a lookup field called "Contact Name." When you tap on it, you'd normally see every single contact

• 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

• Marketing Tip #31: Increase order value with bundle discounts

  Flat discounts can attract buyers, but they also reduce your margins. A smarter approach is to offer bundle discounts, encouraging customers to buy related products together at a slightly lower combined price. Bundles increase the average order value,

• Automation of CRM Items to FSM Work Order (Parts Section)

  Hello FSM Team, We would like to inquire about the possibility of automating the transfer of item details from CRM to FSM Work Orders (Parts section), specifically for LPO WO Job type. Currently, in CRM, we have detailed item information including: 1.

• Build a Legacy of Support with Zoho Desk

  Hi everyone, World Heritage Day, also known by the name International Day for Monuments and Sites, is a moment to celebrate the stories, culture, and history preserved in the monuments, landscapes, and heritage around us. At Zoho Desk, heritage is not

• Remove horizontal scroll bar

  Is there any way to remove or hide the horizontal scroll bars on the iframe reports? I removed columns, but it still stays there.

• Creating packages according to actual shipping processes

  Hi community. I would like to ask a question to see if there's a better method or workflow for the creation of packages in Zoho Inventory. There is a little confusion in some of Zoho's language relating to the use of term Packing Slip when connected to

• Add Product Category to the filed mapping between Zoho Books and Zoho CRM

  Currently there is no way of mapping the Product Category field in Zoho Books to Zoho CRM when using the Zoho Books Sync to CRM feature, which means CRM users are unable to filter, sort or access products by Category. Adding the Product Category to the

• 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

• Sync Attachments in Comments from Zoho Desk to Zoho Projects

  Hello Zoho Desk Team, We hope you're doing well. We are actively using the Zoho Desk–Zoho Projects integration, especially for reporting and managing bugs/issues between support and development teams. Current Limitation: After creating a bugs/issues via

• Allow Super Admins to Edit Task “Created By” and Issue “Reporter” Fields

  Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the ability to manage and correct system ownership fields in Zoho Projects, specifically: Task → Created By Issue → Reporter / Reported By Current

• Automated Multi-Subsidiary Consolidation Engine in Zoho Books

  For organizations managing multiple subsidiaries across different geographies or business units, consolidation is a quarterly/annual nightmare. Zoho Books lacks native consolidation tools, forcing companies to export data, manipulate it in Excel, and

• Calls where the local audio is shared, have echo

  When another user is sharing their screen with audio, I get echo from my own voice. We tested this with multiple users, with different audio setups, and there's no obvious way to fix it. Is this a bug you could look into, or are we missing something?

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