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• Sticky Posts

• Four types of task dependencies

  "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise

• Tip: How to print the Gantt View

  Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones

• Task and Project numbering

  Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks

• Task Inline Editing Enhancement

  Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.

• Blueprint in Zoho Projects

  Often, we stumble upon tasks having the same status workflow. Repetitive task processes are tedious to handle, right? That’s why we have introduced Blueprint for task automation. Blueprint is a tool to organize tasks and automate them based on the workflow you design and the criteria you define.    How do I associate tasks with a blueprint? You can set the criteria while creating the blueprint such that when you publish a blueprint, the tasks that satisfy the criteria will be associated with the

• Recent Topics

• What is wrong with this sendmail message?

  I keep getting improper statement errors on the message, but I cannot see a problem. Also, if the message is much longer the whole message turns black instead of being coloured yellow, red and blue. client = Clients[ID == input.Client_Lookup]; sendmail

• Deprecating support for older browsers and API clients with weak ciphers

  Hello everyone, Greetings from Zoho Creator! Security is at the heart of everything we do, and we're continuously working to ensure our platform meets the highest standards. As part of this commitment, Zoho Creator will stop supporting older browsers

• Editing a bundle

  How can I edit a bundle?

• What's New in Zoho Analytics - May 2026

  Hello Users! We're back with another round of updates for Zoho Analytics. This month's release focuses on giving you greater flexibility in how you visualize, manage, and act on your data. We are introducing richer data visualizations, smarter AI-powered

• Associate emails from both primary and secondary contacts to deal

  We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks

• GSTIN Public Search API

  Does zohobooks have an api using which i can search GST numbers and get their details?

• Client Script | Update - Client Script Support For Portals

  Dear All! We are excited to announce the highly anticipated feature: Client Script support for Portals. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for all

• Email Blocklist in Zoho Bookings

  Greetings from the Zoho Bookings team! We’re excited to introduce Email Blocklist in Zoho Bookings, a new feature that helps you decide who can schedule appointments through your booking pages. You can now block specific email addresses or entire domains

• Get Zia to highlight duplicate rows

  I'm trying to find the duplicate rows in a large table. I could create a SQL query that counts when every field has the same value, but there are a lot of columns so that would be a slow job. It seems an ideal task for AI as it is a task with defined

• Integration Request: Elementor

  Integrating Zoho CRM forms with Elementor, the most popular page builder on Wordpress, would be great. I use it for our site, goenergylink.com, and I have had to use Zapier webhooks to be able to connect it with Elementor. The one issue I have run into

• The Social Playbook May edition: 5 social media habits that affect growth

  Sometimes growth doesn’t slow down because of the algorithm. It happens because of small habits we keep repeating while creating content and managing brands online. A few may be outdated techniques, some may no longer work, and others may simply have

• Rename system-defined labels in Zoho CRM

  Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited from

• Bank Feeds Missing some transactions and duplicating some

  Hello, I have been using Zoho or a number of years and have never had a real problem with bank feeds, however in the last month the feeds have not picked up all transactions, and sometimes a transaction is being duplicated. For example, the bank statement

• One invoice, 2 payers

  We do a lot of repairs for real estate transactions. We make one job for a client (say the seller) in zoho and link it to the invoice in books. Seller pays the 50% deposit. Then says the buyer is going to pay the balance. Any thoughts on the easiest way

• Email Opt Out Question

  Has the problem where if a customer is emailed opt out prevents you sending standard emails? For me this feature is simply to stop any email marketing and should not block people from receiving emails via Zoho mobile, which makes no sense.

• TeamInbox EU: Microsoft 365 not connecting

  Hi everyone, I'm trying to connect a Microsoft 365 mailbox to Zoho TeamInbox (EU region) via OAuth and keep running into an issue. Steps I followed: 1. Create a Shared Channel → Email Channel → Microsoft (OAuth) 2. Microsoft login window opens → I authenticate

• Sending a Template to Sign

  hi, trying to send a template to be signed using this as a test: $accessToken = "1000.xxx" $templateId = "1234" $uri = "https://sign.zoho.eu/api/v1/templates/$templateId/createdocument" $payload = @{ templates = @( @{ template_id = $templateId request_name

• Trash - Delete All

  We use 6 inbox shared (via IMAP). The Trash bin contains a lot of messages. Is it possible to delete them all permanently? Is there a rule to empty trash bin after xx days? Deleted permanently message in TeamInBox are deleted permanently in the related

• Introducing global search in Bigin for Apple devices

  Hello everyone! We're happy to announce that users can now use global search—a unified search system that spans across pipeline deals, contacts, companies, products, activities, and settings—and makes it easy for users to find their desired records. John

• Please Remove the Confirmation Popup

  Currently, every time a recruiter changes the status of a candidate in Zoho Recruit, a popup confirmation appears that requires clicking “OK, Got it” before proceeding. This creates unnecessary friction in the workflow, especially for users handling high

• Zoho emails not being delivered to Hotmail accounts!!

  Hi, I have this problem I already posted yesterday. My emails are not being delivered to hotmail accounts. They do not even appear in the Spam folder. I already enabled the Domain Keys for my domain and setup the SPF record in my domain manager v=spf1

• Migration from SQL Database to ZOHO CRM

  Hello, I am trying to migrate data from our SQL Database to Zoho CRM using Zoho DataPrep, but I encountered an issue during the transfer process. When new records are created in Zoho CRM (records that do not already exist in the CRM), the Owner field

• Zoho Analytics and DBeaver

  Is there a way to connect DBeaver to Zoho Analytics. I am able to connect DBVisualizer but since it is a paid tool, I prefer to use DBeaver Community. The problem is as follows: - I am able to make a successful connection to ZA using DBeaver - I am able

• Admit webinar attendees at start of webinar

  Is there a way to admit attendees into a waiting room, and admit them all at once at the start of a webinar? The first webinar we did, we were doing lots of coordination and didn't realize that attendees joining could hear all the prep. It came across

• Connect to Shipstation's API

  Shipstation is a very big service, with lots of users, tons of order data.....and poor un-customizable reporting. This is perfect for Zoho analytics.  The Shipstation API is modern and efficient.  Today I think many people pay Zapier to get Shipstation data into Reports/CRM/Books - why not have  a direct connection?  -can pull in shipments via webhook or polling.  -also nice to pull in order data along with shipment data

• Kaizen #244 - Visualizing Blueprint Transition Criteria Using Zoho CRM REST API Queries

  Hello Everyone, Welcome back to another edition of the Kaizen series, where we uncover powerful ways to extend and customize Zoho CRM. Have you ever asked , "Why can't I see the blueprint transition button on this record, why it failed, and how can I

• Zoho mail shared inbox filter action add to workdrive

  The shared inbox feature has been really great. Are there any plans when creating a filter for a shared inbox to have the action add to workdrive? This feature would be super helpful. ~Thank you

• Zoho CRM Field suddenly not accessible in Zoho Cliq

  Hi, I created a Widget in Zoho Cliq and I embedded inside it a Zoho Form. That Zoho form has a Zoho CRM Field that looks up Merchants from the CRM. It worked earlier today but now when I try to access it, the Zoho CRM Field is blocked and I can't select

• 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

• Open PDFs using Zoho PDF Editor

  Hello users, In this article, we will be exploring the open PDF capability in Zoho PDF Editor to collaboratively edit PDFs, insert text and images, add fillable and e-signature fields, and more. You can upload PDFs upto 50 MB or 150 pages. Password-protected

• Zoho CRM Field cannot be set to optional

  Hi, In my Zoho Form, I added the Zoho CRM field that allows me to lookup and select from the "Merchants" module in our Zoho CRM. The problem is I don't want this field to be mandatory, yet I see no option to remove it being mandatory. Thank you, Raf

• Zoho Books: tax is not automatically pulled from product-data anymore - why?

  Hi, until a short time ago, you could set a default taxrate for each product/item. This taxrate automatically appeared each time the item was chosen in an invoice or quote. Why does this not work anymore? The field is still there at the product record,

• zoho Books and Inventory working together (crossposting)

  Hi, forgive me, this is a crossposting from Zoho One Forum. I wanted to put it here, but obviously did not, sorry about that. I am using Zoho One, and as part of this, books and inventory (and some other things, not relevant at the moment). I was very

• Refering cell from other sheet

  Hi, If we want to refer any cell in the same sheet its very easy, like suppose if I want to refer cell A2  in P7 I just need to type =A2 in P7, similarly how can I refer a cell present in different sheet ( I mean refer cell A2 from Sheet1 into Sheet2) Thanks

• Zoho Contracts Just Got Better! CRM 2.0, Regional Settings & 6 New Reports

  Zoho Contracts is evolving to bring you a more efficient and customizable contract management experience. In this update, we are introducing powerful enhancements to our Zoho CRM integration, regional settings, and reports. Let us explore what’s new:

• Need to be able to save Customized Reports

  There are several standard reports in zoho books.  Each of these can be 'customized' with various parameters - BUT, these cannot be saved for re-use later. In several of the zoho modules you can customize a search list (eg for Estimates or Invoices etc)

• Windows Desktop Application for Bigin

  I'm finding the need for a standalone Bigin desktop app for Windows users. Most of my daily work is done through a browser, so I often have several open tabs while working with customers and checking product information, etc. With Bigin currently only

• AI Search and Record Retrieval Inside Zoho Creator – Is This Possible?

  Is it possible to integrate an AI assistant into Zoho Creator that can intelligently search, retrieve, and analyze records within the application’s forms and reports? Can AI access and query existing Creator data securely using Deluge or APIs to provide

• Impact on Inventory - Change in Zoho Migration Date

  Hi, I want to prepone my zoho migration date from July'2025 to April'2025. Before I do so I want to know what will happen to my inventory opening balance when I change the migration date? And how can I change the inventory opening balance? Currently I

• What's New in Zoho POS - April 2026

  Hello everyone, Welcome to Zoho POS’s monthly update, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how April went. Access and manage other web applications in Zoho POS with Web Tabs You can now access

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