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• What's New in Zoho Analytics - January 2026

  Hello Users! We are starting the year with a strong lineup of updates, marking the beginning of many improvements planned to enhance your analytics experience. Explore the latest improvements built to boost performance, simplify analysis, and help you

• What's New in Zoho Analytics - November 2025

  We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What's

• What's New in Zoho Analytics - October 2025

  Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme

• What’s New in Zoho Analytics – September 2025

  Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded

• Announcing Agentic AI - Ask Zia!

  We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.

• Recent Topics

• Zoho RPA is now available in your Zoho One bundle!

  Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? Zoho

• is there an easy way to embed a zoho analytics report into a widget (or inside the "account" page) of Zoho CRM

  Hi, I have built a report that is specific to an account in Zoho CRM but I would like this to be built into the Zoho CRM front-end. I have looked at the widget concept but it seems quite complicated (see attached screenshot but I need to filter this view

• Bigin iOS app update - Introducing Card Scanner and initiating WhatsApp conversations using pre-approved templates.

  Hello everyone! In the latest iOS (v1.11.3) version of the Bigin app, we have introduced the following features: Card Scanner Initiating WhatsApp conversations. Card Scanner: Our new Card Scanner feature extracts contact information from business cards.

• Introducing card scanner in Bigin Android app

  Hello everyone! We are excited to introduce the card scanner feature on the latest Android version(1.7.26) of the Bigin app as well. Card scanner extracts contact information from business cards and allows you to save them as contacts in Bigin. You can

• Full RTL and Hebrew Translation Support for Zoho Creator User Portal (Including All System Pages, Templates, and MFA Screens)

  Dear Zoho Creator Team, We kindly request comprehensive support for right-to-left (RTL) languages, particularly Hebrew, across the entire Zoho Creator user portal. This includes system-generated pages, templates, and multi-factor authentication (MFA)

• ZUG real estate virtual meetup 2025: Sign documents, collect payments, and automate workflows with Zoho Sign

  Hi there! Are you in real estate and looking for a secure, compliant way to manage all your paperwork? In such a fast-paced industry, timing, compliance, and client trust are everything. Handling paperwork has always been a challenge, whether you're finalizing

• OCR (Optical Character Recognition), automatisation des PDF et autres améliorations de Zoho RPA

  Zoho RPA est une plateforme d'automatisation des processus robotiques conçue pour accélérer et simplifier vos workflows. Elle permet de connecter facilement vos applications cloud à vos systèmes existants, même ceux qui ne disposent pas d’API, afin d’automatiser

• 📞 Call + 💬 WhatsApp + 📲 SMS in Zoho CRM – All in One Place!

  We’re excited to introduce HelloSend, a powerful communication extension for Zoho CRM that brings SMS, WhatsApp, and Voice Calling directly into your CRM workspace. Whether you're in sales, support, or service delivery, HelloSend helps you connect with

• Product Updates in Zoho Workplace applications | May 2025

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this May. Zoho Mail Increased Preset Limit for Reminder and Snooze Options Preset limits for the Reminder and Snooze options

• Outlook 365 ('classic') won't connect to Zoho email

  New computer, fresh install of Office desktop. On the old computer Outlook was working fine with Zoho, retrieving/sending mail, etc. On the new one I can't connect the accounts in Outlook--Outlook just keeps popping up the box asking for a password. All

• login email

  Never logged into email says last log in never loged into

• Installment plans

  Hi I am looking for a way to allow my customer to make equal monthly payments. For instance if I create an invoice for customer Y for $1000 I want to allow them to make equal monthly payments for the next 6 months. I need those payments to be auto charged

• Search Mail with URL parameters

  Is it possible to search Zoho Mail by passing URL params like we can in Gmail? eg. mail.google.com/mail/u/0/#search/from:(jane@doe.com)

• Need Help Fetching Latest Conversion Rate by Date

  Hi Team, I’m currently working on building a Balance Sheet in Zoho Analytics across different entities, with a common base currency of USD. I receive USD conversion values on a daily basis, and my requirement is to always capture the most recent available

• Category to Alert

  Hi I am looking for help on how to solve an issue. We use the Category field for all items. We also use Composite Items. We would like to create an email alert when a Sales Order is created, however it would need to look at the Item to identify the category

• Validation Rule (Date)

  Hi There,  Can any anyone help me with the validation rule? I'm trying to fire a rule whereby the End Date cannot be before Start Date.  Any takers?  Manoj Nair

• Beyond Email: #3 Organize effortlessly with Bookmarks

  With her team’s details now neatly saved under Contacts, Sarah is feeling more settled in Zoho Mail. As she begins exploring her new workspace, she remembers the collection of useful links she has saved on her browser—project trackers, client portals,

• Notification based on created/updated sales order that contain certain line items.

  Hi, I am finding the workflows within Books somewhat difficult to setup, so I am thinking that a custom function may be the best way to go about this. I want to be able to send a notification to a team member that any sales order that has been created

• Drawings in forms

  I do a lot of drawings during my consultations and I’d like to add  body maps or stencils that I can draw on in different colours and add explanations etc. I need to be able to erase mistakes etc. Ideally in a form that I can prepopulate with client details and a few questions/ client signature and then save as a form. is this currently possible? if not, is it in the pipeline? thanks, Dennis

• How can I populate dropdown data with information from another source or app?

  I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?

• Workplace - Zoholics Europe Customer Awards

  Dear Zoho Mail Community! 📣 We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! Workplace - Zoholics Europe Customer Awards This is your chance to shout about the amazing

• Zoholics Europe Customer Awards

  Dear Zoho Workplace Community! 📣 We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! Workplace - Zoholics Europe Customer Awards This is your chance to shout about the amazing

• Change Default Currency in Zoho Reports

  Is it possible to default all currency fields in my Reports and Tables to my local currency without having to reformat them every time?

• [Webinar] Deluge Learning Series - Master Conditional & Operational Logic in Zoho Deluge

  We’re excited to bring you the next session in our Deluge Learning Series—a focused one-hour webinar where you’ll level up your skills in conditional and operational logic using Deluge scripting. From writing clean if-else conditions to implementing powerful

• UPI QR Code in Invoices

  Hi, It would be easier to make payment, if UPI Qr code is generated by Zoho Books and shown in the invoice itself.  This will promote digital payments and also makes it easier for customers to pay. It would be even helpful, if QR code contains the invoice

• Zoho Inventory Item History

  Hi Zoho Inventory Team, I 've been testing the History feature on Inventory Items in a demo system and I noticed that when I changed the value of a field to a new value, the history just says "updated by - user1", it doesn't say what what field was changed

• Filter Images in Work Drive

  Hi, what is the best way to be able to filter files by multiple descriptions, for example, the name of a person in the photo as well as, an item in the photo and other descriptions? With labels it looks like you can only select one label at once but this

• Flow not working when trying to Create a Merged Doc with info from a custom CRM module w/ subform

  I am having a problem creating a flow that gets its info from a webhook connected to a button in a custom module in Zoho CRM. I have made a template in Writer that follows: This is a clone of  the template in the CRM mail merge which works perfectly if i do it manually through there. My flow gets the custom module entry id through a webhook, then fetches the module entry data, and creates a merge document from that data. I know the webhook and the fetch work because if i replace the "create merge

• Smart Scheduling via Agent Confirmation

  We’re excited to introduce a smarter and more streamlined way to manage dispatched service appointments in Zoho FSM! Feature Highlights Field agents can now approve or reject service appointments assigned to them—helping reduce unnecessary workload and

• How to delete Inactive users?

  We want to delete inactive users from our system, but went you deactivate still the names are shown at the inactive section. How to get really rid off these names? Thanks for your response! Fabian van den Barselaar

• Help me format my signature in zoho mail

  I need to set up my signature in zoho mail then send the format to other colegues to set it up by themselves. I have isues setting up my 5 logos one after another as I am not able to give sapce between logos. After setting up my signature with logos there

• Can i integrate bigin with google voice?

   I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. Sad

• Custom Field for Customer ID in Zoho Commerce's Customer Section

  Hi everyone, I’m wondering if it’s possible to add a custom field in the "Customer" section of Zoho Commerce. Specifically, I need to include a "NIF" or "Customer ID" field, as it's mandatory for invoicing in Spain. I know this can be done in Zoho Inventory,

• Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more

  Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by

• API Self Client Authtoken conversion always returns "invalid_client".

  I am having a problem when trying to convert an Authtoken to OAuth for a Self Client script.  I have made sure that the client Id, secret, and organisation are correct, and the domain is definitely ".com"/ This is the python code I am using to create

• My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.

  Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please

• Schedule mass emails, view mass emails status and more!

  Hello everyone, Mass emails help you communicate with multiple customers in a couple of clicks. We have introduced a Mass Emails dashboard in Bigin so that users can see the status of the mass emails like how many emails were opened, clicked and bounced.

• Multiple Selection/Select All for Approvals

  I have a suggestion from users regarding Approvals. In our environment, our Regional Managers can receive multiple requests for Approval or Rejection. They find it tedious to approve (or reject) each individual record. They would like to have a way to

• How to report and analyze a multi-select field entries distinctly ?

  As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entries

• Merge invoices

  This has come up three times in a month of me using the system. a client whom i do work for on a regular bases asked me to invoice separate jobs on a single invoice. I would then go and cancel the old invoices and make a new one. It would be great if i could just select the invoices and click merge to create a single invoice.

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