Sticky Posts
Zoho Docs EOL extended to March 15, 2023. Migrate to WorkDrive now!
Update: Zoho Docs access will be blocked for all users. Read this official post to know more. Most Zoho Docs individual and org users (including Workplace and Zoho One users) have already migrated their data and users to Zoho WorkDrive in response to
Live Webinar - Drive your team towards tighter collaboration
Any project, big or small, involves a lot of planning, strategizing, scheduling, and budgeting. However, how your team executes the project really makes it a success. That's why teams need to work closer, stay dynamic, and be ready when they're needed. However skilful your team might be, a collaboration platform can make them even more efficient and productive. With organizations expanding globally, it's not only a challenge for teams to work together, but all to stay on the same page. To
Live Webinar: Collaboration Made Simple with Our Brand New Tool
Creating successful work groups when a team is geographically dispersed can be quite challenging. The process of keeping work and tasks in order becomes difficult and collaboration between team members can go haywire. As a result, companies have shifted the way in which teams traditionally manage and organize their work. More organizations now want an exclusive, convenient place to work together, one that’s accessible by both internal and external collaborators. That is why we have developed a
Live Webinar - Go 'Pro Team' With Our New Productivity Tool
Is your team forced to keep switching between apps to get work done? Does it take everyone longer to complete their tasks? Join us for a webinar on Thursday, May 17, 2018 to learn about our new product that'll transform the way you work and collaborate with teams across your organization - whether they are in the next room or even miles away. Teams are dynamic and they require tools that are flexible enough to cope with the ever-changing environment. But working with your colleagues doesn't
Live Webinar - Make the Most of your Team Collaboration
Do you have a collaborative team that's constantly looking for better ways to optimize productivity, connect with each other, and have better tools to share files? Well, look no further. The Zoho Docs team has something big in store for you and your team. Join us on Tuesday, April 17, 2018 to learn how to keep all your team files in one place, and turn you and your colleagues into productivity superstars! You'll also get a sneak peek at a new product that will help you: Organize your team's
Recent Topics
Updating Sales orders on hold
Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}
Can we have Backorder Management ?
Can we have Backorder Management ?
Accept credit card payment for multiple invoices
We have a problem with Zoho Books. While we can charge a customer's credit card for an individual customer invoice, we cannot charge a customer's credit card for more than one invoice. In our business, it is common for a client to phone up and say, "Here
Anyone in Australia using Zoho Books AND has their account with NAB?
Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and
Newby Questions - Vendors, Customers, and Income vs. Other Income Clarifications
Q1. For Deposits, there does not seem to be an option for "Income". "Other Income" is an option however. What is the process to add the option to assign a deposit to type "Income"? Q2. In many cases Vendors and Customer are the same. Vendors may purchase
ISO 3166-2 Compliant Country and Regions
Zoho should consider implementing ISO 3166-2 standards for countries and regions in address dropdowns. It adds a lot of noise in the data when items added programmatically conform to ISO 3166-2 (e.g., TX for Texas, CA for Canada, etc.), but the few items
Tax on Imported goods charged by Shipping Company
Hi Folks, I imported goods from outside Canada, for better understanding I will give an example data. imported goods value: 2000$ The shipping company sent me an invoice containing the following information: Custom duty on imported goods: 400$ Administration
Invoice Import Error: "Either Tax or Tax Exemption Reason is required" - Recurring Across All Attempts
Issue Description: I'm experiencing a critical issue with invoice imports in Zoho Books. Every import attempt fails with the same error message, regardless of the tax data provided: Either Tax or Tax Exemption Reason is required. This error is blocking
Zia Agents in Zoho CRM: a better way to set up digital employees
Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) and
Amazon FBA integration - Handle invoice reconciliation under different GSTINs,
Dear Zoho Community, Thank you for the clarification regarding the Amazon FBA integration, default warehouse, and GSTIN mapping in Zoho Inventory. I understand that Zoho currently supports only one warehouse for Amazon FBA, and that all FBA orders are
Zoho CRM Copilot Connector
Hello, Are there plans to release a connector for Zoho CRM and Copilot? I'm in the early research stages of potentially switching our CRM solution to Microsoft Dynamics because of its out of the box integration with Copilot. The advantage being that we
Zoho Sheet for Desktop
Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
Automation Series: Notify Admin When User Accepts an Invitation
In Zoho Projects, a portal is an organisational-level workspace where user can manage multiple projects. To join a portal, a user will have to accept the portal invitation. However, it is important for admins to be in the loop when a user accepts the
Limitation in Using Images or Icons within Dropdown Options in Zoho Survey
Zoho Survey does not support the inclusion of images or icons within dropdown (select box) options. Dropdown question types are limited to text-only choices, which restricts the ability to present visually rich options such as product images or icons.
Zoho Bookings - Feature Request - Services Which Include A Resource and Consultant
Hi Bookings Team, My feature request is to have the ability to add Consultants and Resources to Services. Use case: Your business provides first aid training and there are certain equpment you require to provide the half day training. There are only specific
What's New in Zoho Invoice | January – March 2026
Hello everyone! We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from January to March 2026. Here's what's new this quarter: Compact Bilingual Template [GCC Editions] Tax Calculation on MRP for Tobacco Products [India
What is a realistic turnaround time for account review for ZeptoMail?
On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still
can change deal colors in bigin?
can be super useful if we can change colors deals process any way to do it?
Facturation électronique 2026 - obligation dès le 1er septembre 2026
Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
Subform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
Zoho One - White Label
Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature
Google Fonts Integration in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
Client Script | Update - Client Script Support For Custom Buttons
Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
Analytics : Highlighting a single bar in a bar chart
I have a bar chart showing values across a year by week. I have a user filter to change the selected week, however the year graph will remain as showing the full year. Is there anyway to conditionally format or construct the year graph to highlight the selected week ?
Zoho CRM with Built-In MCP Support
Zoho CRM now provides built-in support for Model Context Protocol (MCP), enabling AI tools to connect and perform CRM actions using natural language. Zoho CRM MCP servers act as a bridge between AI agents and Zoho CRM, exposing CRM capabilities as callable
Choose Component for User Filter
This filter in the Choose Component for User Filter would be better if had an Order or Group by function. Also, the Specify the default filter values: is very confusing and limiting.
Inviting client to setup brand and more
Hello, There are two most critical functions which must be added in Zoho Social for Agency. Invite user/client to setup brand and link social media. As a agency we tell our clients, we don't want your social media credentials to manage your account. Then
Disable - order online at zoho store
I'm running cafe with Zoho POS. Doing good, however this enablement (Disable online order only on zakyastore.in) would enhance the business. Support asked to close -> "We can close the store from more options in the Mobile store > Overview > Store details
Schedule from AI with Zoho Bookings MCP Server
Greetings from the Zoho Bookings team! We’re excited to introduce the Zoho Bookings MCP (Model Context Protocol) Server integration, a powerful new way to bring AI-driven automation into your scheduling workflows. With MCP, you can connect Zoho Bookings
Create your own Zoho CRM homepage using Canvas - Home View!
Hello everyone We are excited to share a new enhancement to Canvas in Zoho CRM that gives users more control over how their homepage looks and works. Introducing Canvas Home View! What is Canvas Home View? You can now create and design a custom homepage
How to make separate ledgers for GST (different types). Based in India
Hello Everyone, I am trying to configure GST for a small business and I am not able to create separate ledgers for the different types of GST. In the reports all of it is mentioned under one heading which is not allowed. How do I make sure that the different
Zoho mail admin panel not opening
Canadian Banks ?
Can you advise which Canadian Banks can be used to fully sync credit cards and bank accounts? Thanks
Combined Tasks and Issues View (Jira-Style Unified Workload)
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding task and issue visibility in Zoho Projects. Current Behavior: At the moment, Zoho Projects separates Tasks and Issues into different modules, each
Scale up your support with Zia actions
Hi there, Have you explored how Zia can help automate repetitive tasks? In customer support, every detail matters when delivering the right solutions to customers, and Zia is here to support you. This edition highlights how Zia can simplify and streamline
Disable Zoho Contacts
We don't want to use this app... How can we disable it?
My Zoho mail stopped receiving or sending emails about 3 hours ago
Its a pop 3 account. The emails get into the actual mailbox on the server and I can send emails directly from the server, but they are no longer in Zoho, in neither of my Zoho accounts. All green ticks under Mail Accounts under Settings
POP mailbox limits
If I am accessing a remote POP mail server using Zoho Mail is there a mailbox quota for the account or is it all related to my mail account storage limits?
SPF: HELO does not publish an SPF Record
I am using Zoho mail. Completed all of the required prerequisites from the dashboard to avoid any issues with mail delivery. But when checking on mail-tester.com getting the following error. Can anyone help me solve this?
Check out in Meetings
Why there is no check out in Meetings of Zoho CRM, very difficult to track
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