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• How to automatically update a % field according to a dropdown field in the Quote table

  Hello there, I have following couples: Success % Status 0% NP 30% No Feedback 50% PR 80% Opp. Concreta 100% A I would like the Success % field (percent) to automatically update based on the item of the Status field (dropdown). The fields are within the

• What's New in Zoho Billing | June 2026

  Hello users! June brings a new set of updates to Zoho Billing designed to strengthen how you manage subscriptions, customise your records, and handle expense documentation. This month's highlights include a new one-time addon quoting workflow for subscriptions,

• What's New in Zoho Inventory | June 2026

  Hello partners, 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

• [Zoho Writer webinar] Driving productivity through document automation

  Live webinar on July 9, 2026 | Time: 2 PM IST | 2 PM EST Hi Zoho Writer users, Creating, reviewing, approving, and distributing business documents manually can slow teams down and introduce errors. Join our live webinar to learn how Zoho Writer helps

• Free Webinar Alert! Zoho Workplace + Zoho Billing: Align Rev-ops and collaboration for greater efficiency

  Hello Zoho Community! Want to make your billing process more connected and efficient? Join our upcoming webinar to see how Zoho Workplace and Zoho Billing work together to streamline your day-to-day operations. In this session, we'll show you how to manage

• Canvas View: Add font family selection (incl. Google Fonts / Hebrew & RTL fonts)

  Hi Zoho CRM team, The Canvas design suite (List View, Tile View, Table View and Record Detail) currently allows customizing font weight, size, color, alignment and case - but there is no option to choose the font family. All text is rendered in the built-in

• 【無料／オンライン】7/22開催｜Zoho ワークアウト｜ユーザー同士で学び合うオンラインもくもく会

  ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 7月開催の「Zoho ワークアウト」のご案内です。 本イベントは、Zohoユーザー同士で交流しながら、 設定・検証・運用改善を進めるオンラインの「もくもく会」です。 「設定を進めたいけれど、一人だと手が止まってしまう」 「他社がどう活用しているのか知りたい」 「同じ課題を抱える仲間と話したい」 そんな方にぴったりのイベントです。 ▶︎ 参加登録はこちら（無料 ） URL：https://us02web.zoom.us/meeting/register/t7lA28wlQceRW6sZpeFEhQ

• DYK 9: Dependent Layout Rules

  Did you know that you can configure dependent fields in Task and Issue Layouts? In a project, tasks and issues vary in nature and so do the fields needed for each. Displaying relevant fields and values keeps the layout organised and ensures necessary

• Does anyone else wish you could download Mail Merge quotations from the Zoho CRM mobile app?

  Is it just me, or has anyone else run into this? I’m in sales, so I’m rarely at my desk. I’m usually in meetings, visiting clients, or travelling. One thing that genuinely frustrates me is that if a client asks me for a quotation, I can’t generate or

• Introducing parent-child ticketing in Zoho Desk [Early access]

  Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

• Related List Expanded View in Zoho CRM: see more related records at a glance, filter and take bulk actions

  Hello everyone! Related lists show you the records connected to what you're working on: contacts under an account, activities tied to a deal, products linked to a quote. But until now, you could only see 10 records at a time. If you needed to filter results

• Update on default settings for AI features in Cliq

  Hello all, We'd like to provide clarity on a recent change to AI feature defaults in Cliq. As part of our regular review of AI features conducted in April 2026, we re-evaluated how these features are enabled by default. We've decided that the AI features

• is it possible to adjust the date field to show Monday as a first day

  Hi, Is it possible to adjust somewhere the date field, so the first day of the week is Monday (instead of Sunday)? Thank you! Ferenc

• Text on Zoho Sign confirmation dialouge is very small compared to text used everywhere else on Zoho Sign.

  I've reported multiple times through Zoho's support email that the text on this notification is very small in contrast to all the other text on the Zoho Sign app. I think it's a bug and it just needs the font size to be increased. It's very minor but

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• Zoho CRM custom button function, how to add line breaks/ new lines in the return message

  When creating button function in CRM it requires a `return "";` Then when the button is client by the user a message pops up with what ever is returned from the function. But I want to have a message with multiple lines, meaning I need to add a line break

• Feature Request: Dynamic Date Filter Criteria

  Please implement the ability to select a dynamic date for all Filter Criteria. This would be helpful to create views that don't constantly need to be updated (example custom date field on an account) Examples: - Today - Tomorrow - This week - This Month

• SalesIQ's Summer '26 Release: For The Moments That Matter

  Every customer journey is made up of moments. The moment someone discovers your business. The moment they need help. The moment you decide to reach out. The moment a simple chat turns into something more. And the moments that continue long after the conversation

• There is no link between Deals and Projects in Analytics

  Hello there, I am trying to link Deals with Projects in a Pivot view on Zoho Analytics. However, there is no relationship, yet on CRM there is a relationship. As you can see below, there is no link between them: However, on CRM, if you go into a Deal,

• How to Access Zoho Mail Messages to Microsoft Outlook? - Zoho Mail Converter

  Zoho Mail is the free email hosting service which provide mailing with CRM service, so if you are one of them who is trying to import Zoho Mail emails to Outlook then keep reading. In this article we are going to provide accurate solution that will help you to import Zoho Mail emails to Outlook format in Batch. Zoho Mail service provide option to export mailbox in Zip format. So first – Export Zoho Mail emails in Zip format later use Zoho Mail to Outlook Converter to migrate Zoho emails into PST

• Zoho Cliq REST APIs v3 : A complete guide to what's changed and why 

  APIs are not just consumed by a developer with numerous automations and a series of open browser tabs. They are parsed by LLMs, fed into agent pipelines, and auto-completed by AI coding assistants that have zero tolerance for inconsistency. A verb tucked

• Feature Request: Include Creator-applicable Deluge updates in the Creator Release Notes

  I'd like to put forward a suggestion about how Deluge updates are surfaced to Zoho Creator developers, and I'm hoping the Creator team will consider it. Zoho Creator is built on Deluge. Every workflow, custom function, validation and schedule we write

• Zoho CRM Reports Module on Mobil App

  I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.

• Sigma function call hangs forever from Desk widget — app_install_id/encapiKey are null

  Calling ZOHODESK.request() from the widget to invoke a Sigma DRE function URL hangs forever (never resolves, never rejects, no error) until client timeout. Tried with merge fields app_install_id={{sigmaInstallId}}/{{installationId}} and encapiKey={{enCapApiKey}}

• Workdrive on Android - Gallery Photo Backups

  Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

• Auto sync Photo storage

  Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks

• Postcode problems

  So we were very pleased to see we could limit shipping with postcodes. Brilliant. Unfortunately we have discovered It does not seem fit for purpose. In the UK we write postcodes in various ways Examples BH217NL BH21 7NL Bh217nl bh217NL and many more ways

• Getting Notifications but unable to load email

  I am getting notifications through the web browser and my phone app that i am receiving emails, but i can not open the email to view. Below is the screen shot of the console panel.

• WORKFLOW ISSUE: Zoho Finance Extension

  Workflows are no longer triggering in my extension. This is true for the testing environment and 5 other organizations it is installed on. There are no conditions set for the workflow, and this is true for both create and delete related actions. Workflows

• Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

  Hello everyone, Availability: This feature is now available for customers in the JP and SA DCs. It is planned to be released for other customers in soon. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built

• Certain items certain shipping

  Me again it would be helpful to have different shipping for different categories. Our example are salt. Delivery is free but have a minimum delivery. Pickup is cheaper so it has its own category- pickup.

• Zia Agents looks promising, but I still cannot deploy my first agent or connect WhatsApp after weeks of support tickets

  Hi Everyone, I am posting here because I am stuck and need practical help from someone who has successfully deployed a Zia Agent with WhatsApp. Zia Agents looks like a very promising product. I have watched the platform expand quickly, and I have noticed

• Handling Hard Bounce Contacts with Active Phone-Based Users (WhatsApp Use Case)

  In Zoho Marketing Automation, when a contact is marked as “Hard Bounce”, we noticed that the contact stops receiving updates from CRM fields and may be excluded from automations. Is this expected behavior? In our case, the primary identifier and verified

• Integration with existing websites

  So most companies have existing websites. They want to integrate an online store with their existing site. How is that possible in zoho commerce please.

• Subject: Message bar - reducing height and adding scrolling/rotating messages

  Hello Zoho Commerce Support, I am building my store (Moksha Collections) and have the Message Bar enabled and positioned at the top. I have two questions: 1. Height: Is there a native setting to reduce the height (thickness) of the message bar? It currently

• Moving over to commerce but shipping

  In our company we love zoho onebut currently use ECWID for our online shop which is annoying as it requires double entering invoices. our requirements are that we do local deliveries limited by postcode -these are free. we also allow pickup they get a

• Website not properly connecting with Zoho Creator app portal (embed & data sync issue)

  Hello Zoho Community, I’m currently facing an issue while trying to connect my external website with a Zoho Creator app portal. I have a tool-based website ( https://mygardencalculator.com/ ) where users interact with calculators and dynamic content.

• Show current inventory in the item list table for a composite item

  Hello. We have many products that are composite items. Quickly determining inventory levels of individual items that make up a composite item would be beneficial. IDEA: Add columns"current inventory" and "available inventory" to the item table of the

• Increase the "Maximum Saved Entries per User" Options Limit

  Hi, You can create lots of saved entries, yet the Limit when you apply one is 25, we may often expect 32 to be in draft, and therefore want to enforce that, can we increase the limit of this field from 25 to 100 (As you can just turn it off and have more

• When Zoho Tables Beta will be open to EU data center

  Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

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