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• How to add a fee based on payment method

  I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to create

• How to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?

  Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I have

• In ZOHO Books, it appears that there is a maximum of 200 Shipping addresses.

  I am using ZOHO Books and what you call a shipping address, we use as a Service address. I have a couple of customers that have Many Many service addresses, I am starting to get an error saying too many shipping addresses. Additionally, is there a way

• How can I add a Custom Field (or Customer_name) to a picklist?

  Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.

• Can't copy and paste from email in Zoho email client

  I don't know what happened, but I have lost the ability to cut and paste information from an email.

• Which Zoho CRM tasks would you want an AI assistant to handle?

  I’ve started delegating my Zoho CRM work to AI – and many tasks now take me half the time. It has been so useful that we’re now working to make it available to everyone. Instead of clicking through records and tabs, I simply describe what needs to be

• What's New in Zoho Inventory | July & August 2026

  Hello users, The July and August 2026 releases bring a range of new features and improvements across the product. From the Nigeria Edition and Super Admin enhancements to Sri Lanka IRD-compliant invoicing, Loyalty Program Management, and improvements

• Hide Inactive Social Sign-In Providers from Login Screen

  Hello Zoho Team, We hope you are doing well. Currently, Zoho One allows admins to configure security policies and enable or disable Social Sign-In options for third-party providers such as Apple, Google, Microsoft, LinkedIn, Yahoo, Twitter, Facebook,

• Forms data export bug

  The export csv with a password has changed for the worst. It is less secure by not allowing complex passwords. Just last week and the last year (at least) I was able to use a complex, secure password. Export CSV moreover doesn't even work if I use a simple

• How does Zoho handle the daylight savings time change in Alberta?

  Alberta has just made the decision to get rid of daylight savings. This means that as of November 1, 2026 we remain on UTC-6 year-round. We have timing errors in meetings scheduled after that For example, we scheduled meetings in late November at 9:00

• Zoho Projects - Linking CRM Deals to Projects via API without sending customer contact email invitation to project portal

  We are using the Zoho CRM and Zoho Projects APIs to automatically create a project in Zoho Projects and then associate that project with the relevant Deal in Zoho CRM. The API process is working in that the project is created successfully and appears

• Need to set workflow or journey wait time (time delay) in minutes, not hours

  Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer

• Shared Mailbox in iOS app

  Hi, On the desktop I am using a Shared mailbox for our company's general mailbox that somebody else should be able to view. In the iOS app however I can't find it? Old sources on the internet says this isn't possible but that can't be right? Somebody

• Issues with Zoho Insights and email template web links

  Is anyone else out there having the same issue we're experiencing? When we send out an email template, Zoho insights is converting the URLs from the URL we insert in to the template in to one of the form https://mailer1.zohoinsights.com/ocgeturl/2d6f.327230a?l=0ed7f050-5b31-11eb-a1a...

• UCP: Why We Killed the Multi-Portal Mess and Simplified Customer Self-Service

  Let's talk about the multi-portal mess nobody wants to admit that it exists. Your customer needs an invoice from one app, wants a ticket update from another, and has a project waiting in a third, each behind its own login, its own UI, its own "was it

• Object-level edit permissions

  Hi, we are currently running into a limitation with permissions inside larger workspaces. Our use case is a central Analytics workspace that contains many tables, Query Tables, reports and dashboards used by different teams. We would like to allow certain

• inventory removal at packing list or shipment.

  currently our system is set to remove inventory at invoice. This is creating an inventory nightmare? Is it possible to change the settings to remove the item from inventory at either the packing slip stage or shipping the item.

• Item description is not displayed

  I added the item description while importing the new item through the bulk item Excel sheet, and the import was completed successfully. However, I cannot see the description in the item details under Inventory. Could anyone please advise how to make the

• Shared inbox unable to see replies

  Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replying

• Record Payment - Auto Populate Amount as payments are selected

  When recording payments you have the option of clicking on "Pay in Full" next to the bill which automatically adds the total at the bottom of the page next to "Amount used for payments" but this should also auto populate / update the total at the top

• Can't set conditional layout rule on lookup field in Zoho CRM

  Namaskaram Zoho CRM team, Usually any fields of module except mandatory fields can be hide using conditional layout rules. But that can't be set on lookup fields event that is not a mandatory fields. Many users are in need of that. Crafted with ❤️ Zoho

• [Request] Pivot filter date option : from set date to relative value ie from 01Jan to LastMonth

  I don't think I can currently do this... but it's worth asking if it's possible. My use case is concerning annual leave which is calculated from the beginning of the calendar year (01Jan) then each month I want to have details of leave taken etc... In

• Need to be able to apply layout rules to 'Multi Pick List'

  Currently, we are unable to apply layout rules to fields that are 'Multi Pick List'. This means we have to instead use checkbox fields, but they are inefficient. For example, we use the Multi Pick List to list our products. However, we're unable to apply

• Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

  We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode

• My "trigger" panel disappear from my workflow ...

  Hello, I want to add a trigger to an email sequence, but the "trigger" panel has disappeared when I want to modify ...I used a predefined template to create this sequence, is that because of that? Thank you. I have attached a screenshot to you

• Workflow Automation Not Triggering

  My Zoho CRM workflow sometimes doesn’t trigger when a record is updated, even though the workflow criteria appear to be met. What should I check to find out why the workflow is being skipped?

• AI Calling

  Hi, does anyone have experience or any thoughts on AI Calling. Getting AI to make calls on behalf of your company. We are looking into it, but are finding it difficult to get info and providers that can assist.

• Zoho Sheet as KB Document

  It would be nice if Zia Agents could take Zoho Sheets as part of the knowledge base. The use case here is that it's infinitely easier for humans to maintain a spreadsheet table than any .md / TAML / JSON document. For situations where humans are responsible

• Ask the Experts: Five-hour live Q&A session with Zoho WorkDrive product experts

  Have questions about WorkDrive 5.0? Let’s talk! We recently launched Zoho WorkDrive 5.0, packed with powerful updates to help your team work smarter, stay secure, and get more value from your business content. From content-centric workflows and AI-powered

• Automating CRM backup storage?

  Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

• Zoho Community Digest - September 2026 | Part 3

  Hi everyone, and welcome back! Zoho CRM launches PRM for partner management, Bigin builds this year's Apple AI updates into the app, and Snapchat is now a connected channel in Zoho Social. There are also three notices worth reading, including WhatsApp

• Change from OST to PST on Windows 10/11 Using Free Method

  There is an advantage in converting OST files to PST format if you need to access your Outlook data on a different computer, want to keep a local copy, or are trying to recover items from an old Outlook profile. The good point is that users of Windows

• ERROR: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

  I can add new user for mail, i received message error about; This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Try creating user name; instagram@eficaztecnologia.com.br

• Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

  Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

• Ability to filter services and parts based on a field in the Work Order

  Hell FSM team, We have a customer with 2 value streams using Zoho FSM. Each value stream uses different products, at different price point. Currently, all of the products are accessible when creating a work order and modifying a service appointment, which

• SubTotaks for Item Headers in Estimates

  Hi, Apparently, one can add Item Headers in Estimates in Zoho Books. Is this feature like an Estimate section with a SubTotals for each Item Header/Section? Or is the Item Header just a Title and cannot be SubTotalized? Thank You

• Sync of products and orders between Zoho Inventory, Zoho Books and Shopify

  Good Day I migrated from QuickBooks to Zoho Books and Zoho Inventory at the beginning of this year. The migration team assisted with importing my data, but I am currently experiencing multiple issues affecting syncing between Shopify and Zoho. 1. SKU

• Best practices for importing phone numbers

  I've recently found a problem with my phone provider, integrated with Zoho CRM, where a phone number that starts with 00 instead of + won't work. The problem has no solution: they tell me to replace all 00 with + I've always preferred using 00 instead

• Copy + Paste in Notes: Text color and text background are not retained

  I've recently started using Zoho Notebook as an Evernote replacement. When copying and pasting text within Zoho Notes, I notice that the formatting of the text (text color and background color) is not retained when pasting. Only the attributes "Bold"

• Add Comprehensive Accessibility Features to Zoho Writer

  Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

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