Recent Topics
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
BUG: Related List Buttons with Client Script action now erroring
There appears to have been a bug introduced over the last few days with Related List buttons that invoke a Client Script action. Button configuration: Configured Client Script: Results: The default loader is presented at the top of the page, and an error
Function #4: Schedule Customer Statements
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
List of Contacts/Leads with Scheduled email
Hi, I was wondering if there is way to derive a list of contacts/leads for whom emails have been scheduled in Zoho CRM Can we use filter for this? If yes then which and How? Regards, Karan
Account Reconciliation via API
I am suggesting that the Zoho Books team considers making it possible to do an Account Reconciliation via API. The use case I have in mind is specific, but also fairly common: merchant services clearing accounts. Currently, the only way to reconcile an
Get item's custom field data for a custom button/function
Hi, I’m working on a custom button for the Invoice details page in Zoho Books. I need to calculate a Tourism Levy only on some items. I already created an Item custom checkbox field: cf_tourism_levy In Zoho UI, the field is there and I can see it on the
Writer to Self Hosted Wordpress Posting without styling
I have set up Writer to be able to post to my self-hosted wordpress website. The posts come through fine. However, they are including all of the styling from the Writer document. This creates "inline" css code in my blog posts. This is not a good situation for SEO and site speed. I tried to match the site styles, but this still brings in the code as inline. I tried entering HTML on the Writer document, but it just brings in the code as actual text. So, instead of <strong>bold text</strong>
Can I create a CODE 128 custom field for my items in Zoho Inventory and then use it for generating Sales Orders?
Can anyone helps me, I don't want to use the SKU code for scanning my products. Because all my products have a CODE-128 label attached.
Critical EU Server Routing Mismatch: Office 365 Graph API & IMAP OAuth Integration Failing with URL_RULE_NOT_CONFIGURED / AADSTS65005
Hello everyone, Environment Details Subscription: Zoho One Data Center / Server: EU 1. Initial Office 365 Integration within CRM Attempt via Graph API When trying to integrate Office 365 into Zoho CRM via the Graph API for the first time, the process
Google Calendar Import in Wrong Time Zone
Anyone else have this problem? Google Calendar is only importing my events in "(GMT+00:00) Dublin" time, rather than Central Time. For the life of me, I can't figure out how to get it to import properly. How can I fix this?
Microsoft Teams now available as an online meeting provider
Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings
Zoho Mail Android and iOS app update: Classification labels
Hello everyone! We are excited to introduce classification labels on the Zoho Mail mobile app. This is designed to protect sensitive emails with policy-based access and permissions. Classification Labels enforce secure access by restricting email visibility
Set Custom Icon for Custom Modules in new Zoho CRM UI
Zoho RPA named a Leader in the 2026 RPA Technology Value Matrix by Nucleus Research
Zoho RPA has been named a Leader in the 2026 RPA Technology Value Matrix, published by Nucleus Research, one of the most respected technology research and advisory firms in the industry. This recognition places Zoho among a select group of vendors that
Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
Important changes to note for Zoho Sign users in Saudi Arabia
Dear Zoho Sign users, If your Zoho Sign account is hosted in our Saudi Arabia data centre, here's an important update on digital signature certificates in the Kingdom of Saudi Arabia. What's changing Going forward, the "Sign via Zoho Sign" option will
Client Software Now Requires Computer Admin Password
Recently whenever a user tries to run ZohoAssist.exe so that I can remote into their computer, it requires them to put in the computer administrator password, meaning they can't connect to the remote session. Before, it would allow them to run the exe
Using Another Field Value for Workflow Field Update
I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but I would like the new value to actually be taken from a DIFFERENT Field's on the Lead record (vs just defining some static value..) Is this possible? Could I simply use
How can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
Please implement UAE Central Bank FX rates
Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways
matching vs categorizing credit card payment from bank account
I have a checking and a credit card in my Banking accounts. When there is a card payment (basically, a transfer from one to the other), does it make a difference which one I categorize first, then match with the other? I noticed when looking at the checking
SalesIQ browsing and attaching files directly from Zoho WorkDrive.
Hi Developer SalesIQ Team. I think It would be much easier if we could browse and send existing files from Zoho WorkDrive directly through the reply dialog. I checked the Integration menu, I don’t see Zoho WorkDrive listed there. I hope this feature can
Découvrez les fonctionnalités d’enregistrement IA de Zoho Webinar
Des enregistrements plus intelligents, des suivis plus simples Les nouvelles fonctionnalités d’enregistrement basées sur l’IA de Zoho Webinar facilitent l’exploitation de vos webinaires après leur diffusion. Grâce aux Résumés, Transcriptions, Chapitres
CNY not converting to PKR in P&L In reports.
Hello Zoho Support Team, I am writing to report a multi-currency reporting issue in Zoho Books that is causing my Profit & Loss report to display incorrect Cost of Goods Sold figures. ISSUE DESCRIPTION: I have vendors set up in CNY (Chinese Yuan) currency.
RouteIQ for Zoho FSM
Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning
Please remove IP from greylist
Currently, our mailserver 62.138.185.41 is greylisted by Zoho's mailserver. Please remove it from the greylist or tell me how to do it myself. And while you're at it, remove 49.12.112.150 as well. This will be our future mailserver. May 22 13:46:44 mailer
Print a price list or price book
Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more
Reply dialog is not in dark mode when embedded in the "Chat Tab" on Zoho Desk.
Reply dialog is not in dark mode when embedded in the Chat tab on Zoho Desk. When using SalesIQ from the “Chat” tab in Zoho Desk, the reply box shows up in white instead of dark mode. But when I open SalesIQ from salesiq.zoho.com, it works fine and the
Popup / Expand option not showing for Subform with less than 20 rows in Zoho Creator
Hi Folks, I am working on a project. Where there is a subform with around 15 Columns. In order to see other columns, we need to scroll to the right. We have a popup option for Subform, with which we can view the subform data in a popup view. But the issue
Zoho Books | Product updates | May 2026
Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & Canada
SalesIQ > Configure Allowed File Extensions for Chat Reply Attachments?
Hi SalesIQ reply: We would like to send .zip and .pdf files to customers. Is it possible to configure and allow specific file extensions? Attachments be shared directly from Zoho WorkDrive? Currently, the Share Attachment menu in SalesIQ Chat only allows
Having the possibility to filter by Caller ID & Dialled Number on Workflow - Calls module
When creating a Workflow in Zoho CRM related to the Calls module, we can't filter with some fields (like Caller_ID & Dialled_Number). So to perform any action based on these fields we need to do it with a custom function that will use more CPU usage and
Broken link for Bulk Schedule sample file.
Hi, The bulk schedule sample file link does not work: https://workdrive.zohoexternal.com/external/6OxchwD4grB-J8HFH Is there a new link somewhere or can someone share a sample file for me to work from please. Thanks, Pete
Create new records with field values of dropdown or checkbox in Workflow rules with record value (merge field support)
Hi, I am trying to insert a new record to Contacts module via Workflow rules. Value should be the field value in the Leads module. This works for string fields. But for checkbox or dropdown this option does not exist? You can only assign a fixed val
The PEPPOL Nightmare with Zoho Books
After much hesitation — as I have always defended Zoho products despite their imperfections — I have decided to post this review on this forum. Indeed, for more than 5 months, the numerous issues related to PEPPOL invoicing seem nowhere near being resolved,
Automation Series #6: Blueprint vs Workflow in Zoho Desk
This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused automations through real scenarios and business processes, so you can clearly
Use Zoho Billing's MCP Server to Catch, Recover, and Win Back At-Risk Subscriptions
MCP (Model Context Protocol) is a standard that lets AI access and act on your application's data through plain-language prompts. Zoho Billing's MCP Server connects your Zoho Billing data directly to AI like Claude and ChatGPT. You can easily get information
Marketing Tip #35: Drive seasonal sales with dedicated landing pages
Seasonal shopping has strong intent. When customers are looking for something specific, like Diwali gifts or summer essentials, a dedicated landing page helps them find relevant products faster and makes your promotions feel more curated. Instead of sending
Move Timesheet from one Task/Issue to another
Timesheets are used for tracking time logs of tasks, and issues. You can control the number of hours a user can log into timesheets. In Zoho Projects, you can move these timesheets from one task/issue to another. Consider a scenario where John is an employee
Updating Custom Field using Deluge Function Fails
I am using Zoho CRM and I want to create an automated custom Deal Number for every new Deal record. Business Requirement Whenever a new Deal is created in the Deals module, Zoho CRM should automatically populate a custom field called Deal Number. The
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