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• Recent Topics

• Introducing Workqueue: your all-in-one view to manage daily work

  Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales

• UI issue with Organize Tabs

  When looking at the organize Tabs window (bellow) you can see that some tabs are grayed out. there is also a "Add Module/Web Tab" button. When looking at this screen it's clear that the grayed out tabs can not be removed from the portal user's screen

• I created a signup form in Zoho Marketing Automation with the correct field mapping, but the data is not being reflected under Leads in Zoho CRM.

  web to lead from zoho marketing automation

• Pasted Images not being embedded in custom mail

  Hi, I'm making a custom report by email based on commentaries. I have the email ready, all working great except for images that are being pasted in the commentaries. Zoho deals with them as temp images and so it requires authentication to view them, something

• Kaizen #232 - Building a Ticket Escalation Mechanism from Zoho CRM

  Howdy, Tech Wizards! Picking up the thread from last week, we will continue our Zoho CRM and Zoho Desk integration. In Kaizen #231 - Embedding Zoho Desk Tickets in Zoho CRM, we built a Related List widget that displays open Zoho Desk tickets within the

• Inactive License for free account.

  I recently upgraded my Cliq subscription not my team (on the free version), are unable to login to their accounts. The error message received is Inactive License Looks like you have not been covered under the current free plan of users. Please contact

• Deluge scripts

  Why is there not a search function to make it easier to find the script of interest when modifications are required.

• Zoho Sheet for Desktop

  Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

• Zoho Books (and other Finance Suite Apps) - Clickable Item Name on Invoices and Reports

  Hi Zoho Books team, It would be really helpful if the Item Name on Reports were clicable to take me to the item. The same on Invoices, often I am looking at an invoice and I want to look at the deails of a product. A link here would be helpful to jump

• Zoho Books - Payment Gateway - Revolut

  Hi Books Team, My feature request if to include the popular platform Revolut as a payment collection option on invoices in Zoho Books. Please upvote if you are also looking for this option.

• Searching for an item from within an invoice should show any item containing the string, not just those that begin with the string.

  Hello, I've found myself becoming increasingly frustrated with the limited line-item seach when adding new items to an invoice. The problem is that the characters being typed are only being matched from the beginning of the item name.  This might be usable

• How to Rank Tables by Row Count in Descending Order

  I am trying to understand the consume of lines that grow up so fast in the last week. Is there any way to create a pivot table or query to get TABLE NAME LINES in descending order?

• Dealing With One-Time Customers on Zoho Books

  Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but I

• Marking a meeting 'done'.

  I would like to somehow mark a meeting 'done' and placed under the contact's page rather than deleting it and having no record of it. Am I missing a button that does this?

• Feature Request: Render Markdown (.md) files in Zoho Cliq

  Hi, We regularly share Markdown (.md) files in Zoho Cliq. However, when we open these files in Cliq, the content does not render as Markdown—it displays as plain text. This forces us to copy/paste the content into an external Markdown viewer to read it

• CRM Percent custom fields: When will it show the % symbol and behave like %?

  1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the data

• Subforms and automation

  If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

• Xero Billing Data (22 instances) - Zoho (CRM) - Single Source of Truth For Client Data & Notes

  Hi - I’m trying to build out a CRM for a Single Source of Truth Currently I have 22 Instances of Xero (for legal entity purposes - can’t consolidate to one) How would I be best placed to do this? Is it possible to have all the Xero instances (22) → Consolidated

• Select CRM Custom Module in Zoho Creator

  I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?

• New 2026 Application Themes

  Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement position

• Zoho Expense - Bi-Weekly Report Automation

  Hi Zoho Expense Team, My feature request is to please include an option to automate creation of reports bi-weekly (every 2 weeks)

• PDF Generator Upgrade

  Hi Team, What will happen if I don't make any changes for existing template. Zoho just ask us upgrade but haven't tell the benefit. Zoho Corporation

• 500 internal server error on opening an iframe through a deluge script

  Hi Team I am trying to open an external url in an iframe through my deluge script which is associated to a custom button . By doing this i am getting an "Internal Server Error" . Please can you help me with this.

• Zoho CRM Quotes – Subform and PDF/Writer Limitations

  Hello, I am encountering the following limitations in Zoho CRM Quotes: Custom product images cannot be uploaded in the subform – the image upload field cannot be added; only the file upload field is available. File upload placeholders cannot be used in

• Strange behavior in CRM Number Field – Characters allowed but not "e"?

  Hi everyone, Has anyone faced this strange issue in Zoho CRM? In a Number field, it is possible to type some characters, but the character "e" cannot be entered. This was really surprising to me. Normally, a number field should restrict all characters

• No background for video recordings, no playback speed, can't even playback longer recordings - have to download…

  Hi. We utilize heavily video messages on Slack, but wanted to migrate to Cliq with Zoho One, however very basic yet very frequently used feature is missing: backgrounds for video recordings and playback speed. We were not happy with Slack's 5 minute limits

• Support inefficiency

  We have been asking for support for a minor adjustment for 12 days now and we haven't got a single viable resolution from support team despite there are 19 emails going between our HR team and various support emails from Zoho. 1. they do not understand

• Can I export to PDF in Zoho Learn

  I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manuals

• Zia capabilities now available in the Professional edition announcement

  Hello all! The Professional edition now supports a broader set of Zia capabilities, enabling teams to bring AI into more of their everyday CRM work. From writing assistance and summaries to setup support, predictions, and recommendations, Zia can now

• Where Do I set 24h time format in Cliq?

  Where Do I set 24h time format? Thanks

• This will be long, Please bear with me - Next Gen Layout - Search

  In general, I think that Zoho are going in the right direction with the Next Gen UI. The latest update brings some nice improvements and all-in-all from a user's perspective I think the improvements are generally very good. However, there are some areas

• Selecting all notes in a notebook

  In Windows11, I select a notebook and I get a list of notes, but only 30 notes. If I scroll down to the end, I get an additional 30 notes (and at the top it now shows 60 notes). I can keep doing this to eventually see all my notes but this is a real pain.

• Update latitude & longitude address field API

  How do I update the coordinates of an address field from a widget? I can't modify the latitude and longitude of the address field. I think the problem is how I'm writing formdata variable. zoho_init.then(function (data) { var queryParams = ZOHO.CREATOR.UTIL.getQueryParams();

• Filter Records in CRM API

  Hi Team, I’m currently working on a task to retrieve expired deals from the CRM. By “expired deals,” I mean deals where the closing date has already passed and the stage is not “Closed Won” or “Closed Lost” (i.e., all other stages). I tried using both

• 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

• Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)

  I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have

• Attaching files to emails within CRM Deals.

  Hello, We have recently started using the extension "Workdrive for CRM" (Related List) to view/store our documents for each Deal, instead of using Attachments. Overall it feels like a better way to go but the user experience is not so great when it comes

• Why I can't map Account Name from lead module to Account module?

  When I qualify a lead in the bluerprint, I use automated conversion in Blueprint to automatically create Contact, Account and Deal. the Deal record and contact record has been successfully created automatically as I expect, but I can't see any account

• Pause(1);

  I'm using scheduler to invoke an interaction via http post with an external service. The schedule code uses a for-each loop that runs so fast my external application's log files get messed-up (they are named by date-time stamp). What I'm suggesting is

• Release Notes | February 2026

  We have rolled out another set of enhancements in Vertical Studio during February 2026, bringing improvements to Canvas customization, reporting capabilities, and data access controls. Here is a summary of what was released during February 2026: Canvas

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