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• Zoho CRM Community Digest - July 2026 | Part 1

  Hello everyone, July is here! The first two weeks brought six CRM updates ranging from privacy-ready webforms to a significantly more powerful Layout Rules engine, two community wins worth a look (a dashboard workaround for spotting leads with no activities,

• New Ways to Personalize, Organize, and Share Your Notes

  We're excited to introduce a new set of enhancements in Zoho Notebook that make your note-taking experience cleaner, more flexible, and easier to share. With this update, you can create notes that automatically adapt to your device theme, browse your

• SPAM (and some other) folders missing on three of my Zoho Mail accounts

  I have four email accounts with Zoho Mail. Three days ago, the Spam folder on three of these accounts vanished. It is gone on the Windows and Linux desktops as well as the web-based and Android versions, and I have tried it on multiple machines. The only

• Zoho Commerce B2B

  Hello, I have signed up for a Zoho Commerce B2B product demo but it's not clear to me how the B2B experience would look for my customers, in a couple of ways. 1) Some of my customers are on terms and some pay upfront with credit card. How do I hide/show

• 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

• Rich-text fields in Zoho CRM

  Moderation Update: During the initial release of Rich Text fields, it was supported only in the Enterprise and Ultimate editions. We have gradually extended Rich Text fields to all the paid editions of Zoho CRM. Hello everyone, We're thrilled to announce

• Add Large Lists to Choice-Based Field Rules

  Hi, The new Large List is good, but you can't then use the Choice-Based Field Rules with it to limit the Group Choices or Choices? Thanks Dan

• Email-Data Synchronization with Zoho Analytics

  Hello, Enterprise Support Community! We're excited to announce the availability of Email Data Synchronization with Zoho Analytics! This highly requested enhancement allows you to sync email data from Zoho CRM into Zoho Analytics, making it easier to analyze

• Zoho - shopify sales order - invoicing

  we have integrated zoho with shopify. so now , when an order comes through shopify-it raises a sales order in zoho. And at this time- the inventory goes down in shopify, according to the sale. Then we manually convert the sales order to an invoice, and

• Enable Replenishments Option not Available

  I'm looking to turn on the replenishment option in Zoho Inventory and I'm not finding settings for it in Zoho Books or Zoho Inventory. This is the tutorial I was following from Zoho. Is there a step I'm missing to have Replenishments be available in Zoho

• Kiosk Page Refresh

  We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when

• [Solution] Analyze, Act and Automate with Drill Actions

  Insights create value only when they lead to action. Traditional dashboards excel at helping you understand what is happening, but acting on those insights often requires manual intervention leaving the dashboard, opening another application, finding

• Building extensions #6: Handling modal boxes to enhance user experience

  In our previous post, we explored creating custom graphical user interfaces using widgets. In this post, we'll learn about enhancing user experience through modal boxes. What is a modal box, and where is it used? A modal box is essentially a widget interface

• Improve User Onboarding in Zoho Projects with Zoho DAP

  Rolling out new processes or onboarding new users in the tool comes with a familiar challenge: the employees need guidance at the moment they are doing the work. Traditional training sessions and knowledge sharing often require users to leave the application.

• Zoho Social API for generating draft posts from a third-party app ?

  Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.

• Your CRO data is now on your AI Assistant: PageSense is live on Zoho MCP

  Hello Everyone, We are excited to announce Zoho PageSense is now live on Zoho MCP servers. Here is what that means for you. Every answer about your website lives behind tons of data across different modules. Which test is winning. Where visitors bail.

• Feature Enhancement Request – Bulk Download of Signed Documents in Zoho Sign

  Hi Team, We would like to request a Bulk Download feature for signed documents in Zoho Sign. Currently, Zoho Sign allows users to send documents in bulk using an Excel sheet, but there is no option to download the completed signed documents in bulk. Users

• delete a user on Zoho Desk

  Kindly I Need help to delete a user on Zoho Desk but I deactivated but not deactivated with licenses so what can I Do?

• Unable to open Attendance Regularization request, reason?

  Unable to open Attendance Regularization request.

• 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

• Tax/Vat Number Field As Standard - Customer & Vendor

  Hello, when are you'll going to have the customer & vendor tax/vat number as a standard field under the relevant profile pages? I find it strange that after 6 years of using Zoho Inventory that I still have to use a custom field for a tax/vat number,

• Zoho CRM - Feature Request - Conditional Lead Conversion

  Hi CRM team, My feature request is to allow admins to create some conversion logic in the Lead Conversion settings. It is a common case where we want to convert a Lead to a Commercial or Residential Deal layout. Layout rules are not ideal because the

• Zoho CRM Approval Process based on Field Update

  Hello, In current structure, Zoho CRM send records to approval based on record creation and edit.  I think, it should be to set approval process trigger based on any field update in record. When the user update any field, the record can assign to approval

• Free webinar: Automate signature workflows with Zoho Sign and Zoho WorkDrive

  Hi there! Are you still storing and managing physical paperwork before and after signing? This traditional method is bulky, costly, and impractical at scale. Attend our free webinar to learn how you can connect Zoho Sign, our digital signature app, with

• Global Sets for Multi-Select pick lists

  When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

• Introducing the Zoho Projects Learning Space

  Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

• Leave request problem on mobile phones

  Hello, When any employee attempts to submit a leave request on an Android or iOS phone, the error shown in the attachment appears. How can we solve this problem?

• [Webinar] Digitizing forms and form-based workflows

  Live webinar on August 13, 2026 | Time: 2 PM IST | 2 PM EDT Hi, Struggling with paper forms, manual data entry, disconnected approvals, and form data that never reaches the apps that need it? Join our live webinar to learn how Zoho Writer's fillable templates

• Multi-currency and Products

  One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There

• Price Book in foreign currency

  We have many customers who buy in foreign currency (USD), where our base currency is our local currency (AUD). It would be normal (it is in Zoho Books, Zoho Inventory etc.) to assign a currency to a price book, but I cannot find this option in Zoho CRM

• Assign Price Book to Accounts (again!)

  I can see this topic has been bumping about for over 10 years and unfortunately Zoho hasn't seen the need (or use case) in CRM to be able to assign an account to a price book to automate quoting (amongst other things). Strange given they DO assign price

• Remove "Subject" as a required field on quotations

  Not sure why, but Zoho has made 'Subject' a system defined required field. I'm not entirely sure why subject would be required as a key field (i.e. you cannot deactivate it or change it from required). It doesn't make much sense on many product quotations,

• Approve records efficiently: Useful enhancements to My Jobs module and Approval process in Zoho CRM

  Dear Customers, As you might know, approval process is a process automation tool that allows you to automate approvals in your organization and My Jobs is where you approve requests from a single point of view. Here's how you'd go about it: You’d add

• Text/SMS With Zoho Desk

  Hi Guys- Considering using SMS to get faster responses from customers that we are helping.  Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic.  Screen Magic seems easier to setup, but appears to be 2x as expensive for United States.  I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages?  If so are responses linked back to the zoho ticket?  If not, how are you handling this, a simple "DO NOT REPLY" as

• Need complete Zoho Commerce theme ZIP example and safe staging workflow

  I want to build a complete custom Zoho Commerce storefront through Edit Code, including: • Global header and footer • Responsive homepage • Category, search and filter pages • Product cards and product-detail pages • Cart and checkout wrapper • Mobile

• 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

• i need active of my whatsapp business number in zoho

  i am waiting from 3 days for active of my whatsapp business account in crm ,its too late to configure.its just showing account details i can't able to know its connected or not anything else

• Sub-Form Padding in CSV Export

  Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad

• Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

  Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s

• Analytics Dashboard User Filters Default Value

  User Filters on Dashboard do not allow Unknown to be set as a default filter value. I have to include NULL values in my dashboard among other values but I can't include NULL/Unknown by default in Dashboard User Filters.

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