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• Native QuickBooks integration for Zoho CRM: Connecting sales and finance

  Greetings, I hope all of you are doing well. We're excited to announce Zoho CRM's integration with QuickBooks Web, which is designed to synchronize your CRM data with your QuickBooks accounting records and bridge the gap between sales and finance. This

• Create Tasklist with Tasklist Template using API v3

  In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to

• Restoring deleted files

  Hi I have been using zoho writer app personal account from last 7 months and made number of documents for educational purposes. I deleted the writer app by mistake and I lost all the documents.I reinstalled the app but the documents are not restored even

• Unable to mass update a specific field

  Hi there, I want to mass update a field on zoho crm but im not able to as it doesnt show up. procurement list is a lookup field

• Introducing Databridge | Securely connect your private systems with Creator apps

  Hello everyone, Enterprises today rely on a mix of privately hosted databases and cloud applications to run their everyday operations. But connecting these two worlds has always been a challenge - one that often forces teams to choose between accessibility

• Folders for CRM Dashboards

  Implement ability to create folders to store dashboards within. Example useful for case such as individual sales persons dashboards grouped by year into folders.

• [Webinar] Solving business challenges: Customizing Writer for your business requirements

  Hi Zoho Writer users, Every organization has unique branding, formatting standards, and workflow requirements. Yet most teams work with default settings, manually applying fonts, recreating templates, and adjusting preferences for every document—wasting

• Latest updates to Zia in Office Integrator

  Hello Zoho Office Integrator users! We’re pleased to share exciting updates to the proofing capabilities of Zia, our AI-driven writing assistant, in Office Integrator. With these updates, you can now get spell and grammar check in Brazilian Portuguese,

• The latest enhancements to Bigin

  Greetings, I hope all of you are doing well. We're happy to announce three recent enhancements we've made to Bigin. We'll go over each one in detail. Bigin integration with Zoho LandingPage You now have the ability to connect Bigin with Zoho LandingPage.

• What’s New in Zoho Inventory — Latest Features, Integrations & Updates | December 2025

  Zoho Inventory has evolved significantly over the past months, bringing you smarter, faster, and more connected tools to streamline your operations. Whether you’re managing multichannel sales, complex fulfillment workflows, or fast-moving stock, our newest

• Best practice for tracking the sending of samples or catalogues

  Hi,  My company sells leather and fabric for interiors- sofas, chairs, curtains etc. Our clients are all interior designers, architects or furniture manufacturers. What is the best way to track what samples/catalogues we have sent? If the project is fairly certain, for example, for a specific hotel renovation, then we'll track this as an opportunity, as the project has a definite date, budget and is sure to happen (we may of course lose the project, but we want to bid for it). If the designer just

• AIRPORT TRANSFER BOOKING SYSTHEM

  Hi guys i just start using zoho creator to manage my transportation booking management company. I have built two booking forms, one that i'll embeded in the website and one for the registered companies. 1st problem: don't know how to auto fill corporate customers details from contacts list to the booking companies booking form . need help!!

• Marketer's Space: Re-engage your Audience with WhatsApp Journeys

  Hello Marketers, Welcome back to another post in Marketers' Space! We’re continuing our WhatsApp Journeys series, diving into strategies that ensure your marketing efforts don’t go unnoticed. So, you drafted an email with personalization, a compelling

• Using assigned value from a dropdown list to populate a field

  Hello, I use a dropdown with a global list that has assigned values. The value is a name, the assigned value is the corresponding email. When selecting my name from the drop down, I want the "Save for later" template to use the assigned email as recipient.

• Inventory Barcode Creation - Add Picture of Item

  Hi I am trying to set up bar code labels and include a picture of the item on the label - any idea on how to add that field to the barcode generator?

• Form in ticket reply

  Good day, I know I can use Snip to reply, but is there a way to create a web form to request specific additional information for a ticket? e.g., When a ticket is resolved for a telephone or printer issue, is there a way to reply via a web form to request

• SalesIQ operators do not receive any messages or see any chat from customers if the customers do not answer the form field questions in Flow Controls.

  Hi Zoho SalesIQ Team, I am reaching out to report a issue regarding the Brands > Flow Controls When a customer continues typing messages without answering the form field questions, operators do not receive any of the customer’s messages in SalesIQ. (before

• Price Managment

  I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just

• Zoho Inventory Feature Roadmap Visible To All

  Hello, please consider making your feature roadmap visible to us users so that we know what to expect in future. This may appease current users who are seeking clarification on feature implementation dates, so that they can make an informed decision whether

• Cannot Access Subform Display Order in Deluge

  As highlighted in this community post, we still have to deal with the significant limitation of not being able to access the user-sorted order of subform rows through Deluge. This creates a major disconnect between the UI capabilities and backend automation,

• Delete Tags - Maximum for Module

  Hello, I have just received the message that I have reached the maximum tags for a module. We'd like to consolidate tags so some deletion is required. Can you please advise how we can do this? Thanks / Stephanie

• I need targets and actuals achieved data to be visible in zoho. It might be calls revenue emails or whatever how do i make it visible in analytics?

  I need targets and actuals achieved data to be visible in zoho. It might be calls revenue emails or whatever how do i make it visible in analytics?

• Reporting phishing emails to Zoho?

  I came across a few threads after searching for info about reporting phishing emails to Zoho. From what I read, it appears that Zoho doesn't want to hear about phishing. You suggest marking such messages as Spam. Phishing and spam are separate issues, and I believe that phishing is the more dangerous. A user who is not paying close attention is in danger of giving away important data - usernames, passwords, email addresses, SSNs, etc. - to people who are happy to misuse such data and victimize email

• How do I create an update to the Cost Price from landed costs?

  Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product

• Deploy or update Zoho CRM custom functions via curl

  How can I deploy/modify/update my custom deluge functions using curl? Can't find related API endpoints in CRM documentation Provide me with examples I need it for making autodeploy process from git repo Thank you

• SEO recommendation of H1 tag for website tittle

  The exact words are “ It is good practice to place the page title inside the H1tag.” Now I already have one H1 tag on my website but it is not website tittle. In the SEO recommendation that is clear too that I have h1 tag on my page. Now I don’t know

• Store WorkDrive Recordings Locally Until Upload Completes

  Hi, Hope you are doing well. We would like to submit a feature request regarding the video recording functionality in Zoho WorkDrive. Currently, when a user records a video through WorkDrive and the upload process fails or gets stuck, the recording may

• Functional URLs and Environments

  I am developing my creator application with my application in an environment. I have a Page that has two buttons and an embedded section. When I first developed this page, each of the buttons had functional URLs to export the page as a PDF and one to

• Zoho CRM to Google Calendar time synchronization

  Hello Enterprise Support Community, Our developers have identified an ongoing issue with the Zoho CRM and Google Meeting sync. Currently, there is a delay in syncing meetings/events between the two applications. Additionally, when a meeting is created

• Allow Zia Agents using Zoho One Account

  When I went to try Zia Agents, it forced the creation of a new, separate account. This seems counter-intuitive to me. I don't want to manage a separate account. Plus, aren't Zoho One users the ones most likely to adopt Zia Agents most quickly? It seems

• Zoho Flow needs a comprehensive public API — the foundation for agentic flow building, self-healing flows, and MCP

  Zoho is going all-in on agentic AI: Zia LLM, 25+ prebuilt Zia Agents, the no-code Zia Agent Studio, and an MCP server that opens up the action libraries of 15+ Zoho apps to any MCP client. That direction is exactly right. But there is a structural gap

• The 3.1 biggest problems with Kiosk right now

  I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.

• Zoho Desk : How to Filter Tickets by @Domain or Email Address

  Hi Zoho Desk Support Team, I would like to know how to filter tickets by a specific @domain or email address in Zoho Desk — not by Contact Name. For example, is it possible to search or create a view that shows all tickets from a particular domain (e.g.,

• Zoho Desk: Quick Filter/Quick Search InputBox in Ticket View

  Hi Zoho Desk Developer Team, I would like to suggest adding a “Quick Filter” search box in the Ticket View page. It would be very helpful, We can search for it immediately by ticket title, email, sender name, or ticket ID directly from the view. This

• Zoho Analytics UI Bug

  Hello, all, The Aggregate Formulas in Zoho Analytics' list of fields have a 3-dot menu: If the formula has a long name, the name is not fully visible in the list, and a 3-dot menu is not accessible from it: This is not convenient, especially when the

• [Free Webinar] Learning Table Series June 2026 - Mobile-first field operations with 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

• How to handle email attachments >5MB from Zoho Mail to Zoho Creator via Zoho Flow?

  Hi Zoho Community, I'm building an email management system that automatically captures incoming emails from Zoho Mail into Zoho Creator records via Zoho Flow. Everything works fine except for one major blocker — email attachments larger than 5MB. Current

• Facturation électronique 2026 - obligation dès le 1er septembre 2026

  Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

• Is there a way to add custom fields to Company Details?

  Hi Zoho community, I'd like to store a bunch of custom related values (eg registration date, paid up capital etc) in CRM. Please note I'm talking about my own company not clients. I dont want to pollute Account module with irrelevant fields since i want

• Spotlight Series #28: Power up your Mac presentations with Apple Intelligence

  Hello, Mac users! This month's spotlight is for you. Zoho Show's desktop app for Mac just got a whole lot smarter, and we think you're going to love what's inside. Apple Intelligence is now built directly into Zoho Show for Mac, not as a sidebar, not

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