Zoho Books | Product updates | July 2026

• Topic Participants

• Madhumitha M

  

• Debbie

• André

• Recent Topics

• Deal win rate

  Hi,  I would like to know something very simple, yet very important. Wath is the winning rate of the deals I've created. For exemple, what percentage of the deal i've close the last month where wins.  Would seems easy to find... but can see a report for that...  Help please. 

• Create Flexible Layouts with Layout Rules

  In a project, when a work moves from planning to execution, the information teams need can change at every stage. A project can need one set of details, a phase can need another, and a custom process may require an entirely different set of information.

• Zoho Team Inbox - roadmap

  Hi, would be good to understand the Teaminbox roadmap, in particular: 1. API / Zoho Deluge connections. We have a process where the each email needs to be either tagged or assigned daily. It would be great if we could automate a 5pm alert for any exemptions

• Conditional branching in Zoho Desk with Automation Studio

  Hello everyone, We are introducing conditional branching that will allow businesses to manage complex, multi-condition workflows for customer service processes using Automation Studio. The primary goal is to create multi-branched logic in a single rule.

• Custom Function to increment a value by one

  Hi, I'm trying to find a solution to set up a counter on CRM records that tracks how many times certain actions have taken place. As a specific example: We have a field on Deals called "Times Close Updated". This starts at 0 on record creation. I'd like

• Guide customers to the right booking page with routing forms

  Greetings from the Zoho Bookings team! We're excited to introduce Routing Forms in Zoho Bookings. Routing forms let you collect information from customers before they schedule an appointment and automatically direct them to the most appropriate booking

• One flow for fulfillment exceptions across CRM, Inventory, and Desk | Kiosk Studio Session #11

  Hello folks, Some orders get flagged in the fulfillment stage. One is short by six units, with nothing from the warehouse explaining why. Another shipped in full three days ago and still reads as pending, because the carrier never posted a scan. A third

• Zoho CRM Community Digest - August 2026 | Part 2

  Hello everyone! August's second half brought a strong set of updates to Zoho CRM. The Functions experience gets a complete redesign, Incentives brings commission management natively inside the platform, and Dashboards pick up four focused improvements.

• Spam Control in Zoho Mail: Manage and Filter Incoming Emails for Your Organization

  Unwanted emails are a common challenge for organizations of all sizes. Without a structured spam control system, spam emails can flood user inboxes, expose sensitive data, and disrupt communication. Zoho Mail's Spam Control feature gives administrators

• [Webinar] Automating document review and approval workflows

  Live webinar on September 10, 2026 | Time: 2 PM IST | 2 PM EDT Hi, Still juggling multiple tools, chasing approvers manually, and losing visibility into where your documents stand? Join our live webinar to learn how Zoho Writer's built-in workflow engine

• Version Control and Git Integration for Zoho Creator Applications

  As Zoho Creator applications grow in complexity, managing code changes, tracking history, and collaborating across developers becomes increasingly difficult. Currently there is no native way to: Track what changed, when, and by whom across Deluge functions,

• Zoho Inventory - Imporoved Order Fulfillment Reporting

  Hi Inventory Team, i've tried to contact you through support@eu.zohoinventory.com but haven't received a response. I am contacting you on behalf of a client. Our client is a car parts wholesale business and we set them up on Zoho Inventory earlier this

• Zoho Webinar - Sharing System Audio (NOT AVAILABLE)

  Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applications

• Phone field Zoho CRM E.164 format

  Hi, We have a webhook triggered flow in Zoho Flow which creates a lead in Zoho CRM. However, the phone format is not always in E.164 format. How can I solve this problem? Do I need a custom function within Zoho Flow or in Zoho CRM? So the following formats

• Workshops Zoho – 5 & 6 novembre 2026 | Paris

  Les Workshops Zoho reviennent en France avec une édition pensée pour tous les niveaux ! Les 5 et 6 novembre, nous vous donnons rendez-vous au Mercure Hôtel Paris Porte de Versailles Expo pour deux jours de formation pratique, de démonstrations en direct

• Stock Based Sort-by option in Category Pages

  In a category page product with In-Stock should come in the top of the categories product list rather than out-of-stock products. No having this option is extremely disappointing, I made the initial request about 7 months ago but still not even an update

• Zoho Books - France

  L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

• Editting PDF in Zoho online editor doesnt work

  I just tried editting a simple 3 page PDF but it opens up blank. I dont see any errors or feedback if something went wrong

• Uploaded Documents are Distorted

  I needed to combine 2 documents into 1 PDF. When I uploaded a document that was a scanned copy of a physical document into the Zoho PDF Editor, it is all distorted/image quality is all whited out even though the file I uploaded was perfectly clear.

• Delete CRM Portal

  How do I delete portals from my CRM? I created one just to test, it is not in use and is disabled but it's existence is preventing me from marking fields in modules as "required" unless I make it 'read/write' in the portal first. I'd rather just delete

• Zoho One: books and inventory working together

  Hi, I was very pleased when I saw that in Zoho Inventory can now pull the orders from Woocommerce. They are now fed in Inventory as Sales order and with choosing convert invoice as Instant Invoice I am getting the exact data as they appear in Woocommerce.

• 【Zoho CRM】承認プロセスのアップデート | ステージごとの処理設定や承認履歴を強化

  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。 Zoho CRMの承認プロセス機能がアップデートされましたのでご紹介します。 今回のアップデートにより、承認ルールや承認ステージに名前を付けられるようになったほか、 承認ごとの項目更新やタスクの割り当て、却下時の通知、承認履歴の確認方法などが改善されました。 今回は、総額100万円以上の商談を特定の役職者（マネージャーとCEO）が順番に確認する承認プロセスを例にご紹介します。 目次 承認プロセスに追加するルールや、承認ステージに名前を付けられるように

• Pass variables to Zoho Desk via URL to create a fast new ticket landing page

  We are integrating our phone system into Zoho Desk. Currently when a helpdesk agent answers the phone, a soft client opens a new tab with zoho desk at the new case page. https://desk.zoho.com/support/companyname/ShowHomePage.do#Cases/new We would like

• Pulling data from lookup fields

  If I try to pull in CRM data from a lookup field, it only shows a number and not the actual name. Is there a way to get around this? It impossible to do reports using lookup field data.

• Display a field of an Account on the Ticket view

  Hi there, We would like to display of the Account of the user submitting a ticket on the ticket view. See for example: How can this be achieved? It doesn't really matter where it will be placed as long as it is shown there. Thanks, Snir

• Have a Zoho Desk PDF Attachment Show on the Ticket Screen rather than having to download it.

  We are using a system that emails out a report in PDF format to Zoho Desk for our staff to review but it's difficult to have to download the PDF attachment each time, we would like for there to be some sort a viewer below the ticket that shows the contents

• Approval - Report/Views

  Hi, On Zoho Desk - Is there a way to report on pending approvals, or a view or similar?

• PDF attachments no longer preview in Zoho Desk

  We are experiencing a new issue in Zoho Desk with PDF attachments. Until a few days ago, clicking a PDF attachment within a ticket opened the PDF for preview. Now clicking the same type of attachment automatically downloads the PDF to the computer instead

• Is there a way to allow users to preview ticket attachments from clients or view in the browser?

  It's very time-consuming and takes away from the elegance of a web-based system to have to download the attachments to view them. Our clients often send spreadsheets and PDFs as attachments that must be viewed in order to answer the ticket, but they do not need to be downloaded. Zoho docs allows users to view in browser without downloading - this functionality would be ideal for Tickets. 

• New Style for multilevel list numbering

  Hi, in my country most of legal contracts are numbered in top level as First, Second.. (Primero, Segundo, Tercero...). I suggest include this style for multilevel lists. Thanks in advance.

• Export current view on timesheet bug?

  When you export current view on timesheet, which is a welcome change, it states: Only the current view with its visible columns will be exported from Zoho Books in CSV or XLS format.". However when this is done, the current view is not fully exported.

• Client Portal Not Accessible

  I am new to Zoho Books and am just starting to experiment. I sent myself an invoice at a personal test email address, which I paid. When I go back to the email I received and click "View Invoice", I get taken to a zohosecurepay page which shows the paid

• Change sender email in Zoho Finance for a Sales Order

  Using Zoho Finance to send Sales Orders. There is a "From" drop-down field on the "Send Email" prompt. How can I add another company email to the list of "From" options? It currently only shows my email, even though another employee, who has full admin rights, is the owner of the Sales Order.

• 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

• The reason I switched away from Zoho Notebook

  My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital

• Feature Request – Per-Channel Pre-Chat Form Controls

  We'd like the ability to enable/disable the pre-chat form on a per-channel basis, rather than having a single global setting. On the website widget, asking for name and email before chat starts makes sense. On WhatsApp, however, email isn't necessary

• Zoho Finance Triggers

  I would like to propose that Flows triggered by a Zoho Finance app (Books, Inventory, etc.) have the option to be triggered by the same action taken in any Zoho Finance app, not just the one chosen. Problem: Currently, Flow automations can only be triggered

• Flow Needs "Digital Employee" Analog

  Zia Agents have the ability to perform tasks under their own identity when set up as a "Digital Employee". One of the stated benefits of this is audit visibility; actions taken by the Zia Agent can be distinguished in logs from actions taken by the owner

• Copying a Document with its Citations

  When I copy a document that contains citations using File>Make a Copy from the document's menu the text copies but the citations do not (according to Google they should). Is this the correct way to make a complete copy of a document with its citations

• Trigger Workflow Rules from subform row actions

  Hello all, Previously, workflow rules could only be configured at the module level, which meant subform data had to be tracked and managed manually. With this update, workflow rules can now be triggered directly by actions within subform rows, giving

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