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• 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

• Zoho Home Tasks View - any way to add conditional formatting?

  Hello! Is there any way to add conditional formatting to the tasks window under Home Page? Id like tasks to be shown in green/yellow and red depending on its task date. I know Classic View shows colorfull icons: But its not possible to add any custom

• User Name in Zoho Cliq Not Updating Across Apps?

  We updated the name of a user in Zoho. (From Sue to Taylor) Her name has not been updated in Cliq on all apps. When in Zoho One, if I go to Cliq directly, it is correct, but if I am in another app, and the Cliq bar pops up on the bottom, it will be the

• New Customization options in the module builder: Quick Create and Detail view

  Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number

• How do I automate my package and shipment process

  Hey, I have a very basic problem regarding automating my package and shipment. My business does not require me to have those modules and manage them currently and since I'm new to zoho I want to start with just the basics. I just need to automatically

• How to take result of calculation in a form and subtract from a value in another form

  I'm using the following code on successful form submission to perform a calculation and enter the result into a field a shown below input.Space_Used = ifNull(input.Area_In_Square_Meters,0) * ifNull(input.Total_Stock,0); I now need the result above, the

• Missing Fields in Lead Conversion Mapping

  I’ve been using Zoho CRM since 2013 to manage leads and convert them into contacts and jobs. When I convert a lead to a customer, I create a new contact and a job. Previously, this process automatically transferred key information from the lead to the

• Mass email from Report output

  Hi, I'd like to send a mass email based on a report output. The report is pulling multiple information from linked modules. Each line of the report ends up with a contact name, email and multiple field values pulled from the linked modules (some are custom

• What's New in Zoho Analytics - February 2026

  Hello Users! We're back with another round of updates for Zoho Analytics. This month's release focuses on giving you greater flexibility in how you visualize, manage, and act on your data - with new features like custom visualizations, remote MCP server,

• Understanding tasks

  So we have a module linked to contacts called Equipment and that in turn has a related module called service calls. Often on a service call we want add a task but we are not able. I think it needs a link to the contact. WE therefore tried to add tasks

• 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

• Related Lists in Email Templates

  Hi Zoho team, I would love to see a feature where related list information can easily be added to an email template (instead of mail merge). I have a client who books flights for their customers. They do this through a Flights module so all booked flights

• 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.

• Introducing SlyteUI : From Idea to a Working Interface in Minutes

  Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming or exhausting. SlyteUI makes this possible by simplifying

• need to add tax in servce and items

  please give access to add gst or tac to add in service and parts

• Blueprint transitions on locked records

  We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.

• Lead Entry Strategy

  Hi there. Was wondering if anybody could share their strategy around lead entry into Zoho CRM. One of the challenges with Zoho CRM is a lead requires a last name. We want to capture companies that operate within our addressable market, and we often don't

• Social posts not saving as drafts or posting

  Over the past two days, I have written and modified the same post for 5 different channels 4 different times. They will neither save as draft, nor go through and load in the scheduler, nor will they post when I try to push it live now. In every case,

• Introducing user groups, roles, and profiles in Zoho Sign

  Hello, Today, we're excited to unveil user groups, roles, and profiles to offer granular access controls in Zoho Sign. These help administrators manage document visibility and accessibility based on assigned user roles and permission sets. User groups:

• Add org-specific data with Custom modules

  Zoho Sprints offers a wide range of default modules designed to support agile project management. However, some projects or organizations may require additional modules to store project-specific or organization-specific data. To address this, Zoho Sprints

• 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

• Give your organization a branded login experience with White Labeling

  When users log in to their email, the URL they land on is often the first thing they notice. A generic login page can feel disconnected from your organization's identity, especially when you have already established a strong brand presence. For administrators,

• Archive Option in Conversation View

  Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just

• Mail Merge in Zoho Desk

  Hello Team, Do we have an option of mail merge within Zoho Desk like we have in Zoho CRM? We have a requirement to generate some pdf file in the form of mail merge doc from the ticket.

• No DINAR (Serbia) in currency list

  There is no Serbian Dinar listed in the currency list. Dinar is available in Books, Inventory, CRM, FSM. Please make it available in Desk as well. Without it, the integration with other apps is not possible.

• Using Email Triggers on Zoho Flow

  Hello, I'm sending the email to create the variables as this article says: https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/email-trigger#How_email_trigger_works But the collection of the variables only seems to work when the

• Re-Apply SLA When Ticket Reopened from Closed Status?

  If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers

• Discussion Forum Categories and Forums

  I'm prepping for a forum roll out and found that there isn't a lot of granularity of permissions on the forum level.  It would be nice to see the settings from the category level of the forum available at the forum level, so you can assign who can post

• Enable integration of CRM CPQ functionality for ZohoOne customers using Zoho Finance application

  Hi there. I can't believe I'm needing to launch this idea as I would have thought this was a little obvious. Following a number of conversations with the technical team it's become evident that the CPQ functionality within CRM cannot integrate with Zoho

• Ignore Auto Sales Order number generation not working

  Hi, My Flow has broken and I'm no longer able to use the Ignore auto number generation function and instead use the field that came from the trigger (via Jotform) when creating a new Sales Order in Books. Any suggestions how to fix this?

• Coupon Codes and Cancelling Subscriptions

  We have two Zoho One organizations, one we use for dev/testing. In Zoho Billing when we cancel a subscription, we are getting two different behaviors with regards to coupons. In one environment, the coupon is removed upon cancellation. In the other, the

• Copy Creator file field to CRM file field.

  Hello, I am trying to transfer the content of a Zoho Creator record afer form submission to a new CRM deal record with a deluge form worklfow. I am trying to see of I can transfer the files fields. creationMap = Map(); if(Revendeur == "IEL Technologie

• Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?

  I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?

• Host not reachable when sending

  For few partner that I send regular emails now got error and they don't receive emails Temporary failure fam-xxx.hr/185.xx.xx.xxx Host not reachable. Have more than 20 mails in https://mailadmin.zoho.eu/cpanel/home.do#mailSettings/retryEmail please

• Negative Quantity on an Invoice

  I need to be able to put a negative quantity on an invoice in books and inventory. Example, customer is buying part A, which has a removeable part, part B. Customer wants Part C which replaces Part B. We swap them for the customer. On an invoice we should

• Button Duplication when emails forwarded or replied

  When I create a new email template in campaigns and send it out it looks fine to all the users, however if that email is then on forwarded or replied to then all buttons within the email duplicate.  See below The one on the left is the original one.

• Super Admin Logging in as another User

  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

• What's New in Zoho POS - March 2026

  Hello everyone, Welcome to Zoho POS’s monthly update, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how March went. Zoho POS Android app with Arabic and RTL support for Saudi Arabia We have launched the

• Zoho Projects Android and iOS app update: Custom modules

  Hello everyone! We are excited to introduce the custom modules within the Zoho projects mobile app. Custom modules allow you to define your own entities with relevant fields, enabling you to capture and manage information specific to your workflows beyond

• Zoho Projects iOS app update: Flag type(Internal/ External) information in Task list header

  Hello everyone! We have now included the Flag(Internal/ External) type information on the Task list header within the Tasks listing screen of the Zoho Projects iOS app. This enhancement enables you to distinguish between the internal and external tasks

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