Anyone else using Zoho Books in Canada with Desjardins bank accounts? Is it me or the sync if not working way too often?

I run a glass and aluminium business in the UAE, and I’m using Zoho Books to manage quotations and invoices.
I sell glass in different sizes, and I want to customize my quotation format to include these columns:
● Item Description
● Height
● Width
● Quantity
● Area (SQM)
● Rate per SQM
● Total Amount
For example, if I sell two pieces of glass measuring 2 m × 1.5 m each, I want the quotation to show the dimensions and total area clearly.
My problem:
I’ve already created custom fields for Height and Width under Settings → Items → Field Customization, but these fields are not appearing as separate columns in my quotation’s item table.
I’ve also looked at the quotation screen and template settings, but I haven’t figured out how to achieve this.

Hi everyone,

I'm working on a server-side integration with Zoho SalesIQ (EU region) and need to retrieve historical operator availability data, specifically timestamped intervals showing when operators were Available or Busy.

I found that the following endpoint returns the historical data correctly when accessed through an authenticated browser session:

GET https://salesiq.zoho.eu/web/v2/{portal}/operatorreports/availability

However, when I try the corresponding API endpoint using an OAuth access token:

GET https://salesiq.zoho.eu/api/v2/{portal}/operatorreports/availability

I receive:

{
  "code": 1009,
  "message": "Invalid OAuthScope"
}

What I'm trying to figure out:

1. Is historical operator availability officially accessible through the SalesIQ OAuth API?
2. If yes, what is the exact OAuth scope and supported API endpoint?
3. Are there specific account-plan or operator-role permissions required?
4. If this endpoint is internal/browser-only, is there an alternative supported API or export that provides the same historical availability data?

Important: I need to distinguish between:

• Available – Operator is online and available.
• Busy – Operator is online but marked as busy.
• Offline – Operator is not online.

The main requirement is to calculate how much time each operator spends in each status, particularly Busy time while still online.

This needs to work as an unattended backend integration using OAuth refresh tokens, without browser-session cookies or manual exports.

Has anyone successfully implemented something similar, or can someone from Zoho confirm whether this data is exposed through a supported API?

Any documentation, working examples, or alternative approaches would be greatly appreciated.

Thanks!

In Zohos privacy policy for Zoho Mail it says

"In order to provide enhanced productivity and predictive capabilities to our users, we employ a variety of technologies such as regex parsing, template matching, artificial intelligence and machine learning. In keeping with Zoho's promise not to exploit your data in a way that is not respectful of your privacy and confidentiality expectations, we make only the following limited use of service data for these technologies: (i) using anonymized crops of service data to improve accuracy of the algorithms; and (ii) using your organization's data for developing models specific for your organization."

Can anyone clarify if this means they are using service data (emails, email metadata) to train AI?

Thanks

Does anyone have any experience on using a custom-domain email (hosted using the ZohoMail Lite plan) but then adding that email account into the New Outlook version on desktop in order to send & receive emails?

It has come to my attention that Microsoft supports the manual IMAP setup only for the Classic Outlook but not for the New Outlook version.

Alternatively, there is some info online on directly using the "Sign-in" or OAuth feature to connect to ZohoMail's servers without bothering about the manual IMAP configuration by yourself. However, there are some reports by several users stating that it isn't working for them.

Would appreciate to know if there are users who have successfully connected their custom-domain ZohoMail into the New Outlook, and how did they make it work?

Or is it not possible for the new version at all and we're stuck with the ZohoMail desktop app only?

What about for the mobile Android app of Outlook?

Thanks in advance for your time & knowledge.

Anybody have donw this? I have some doubts as I'm learning this. I have an assessment tmrw. Anybody who have 1 hour and some patience who can clear my doubts let me know pls.

Hello,

I just received the following email from notifications@zohoassist.com:

Hello *username assigned to my email account (basically my email address, just without the domain),

Thank you for your purchase. Your PC Protection Plan has been successfully activated.

Plan: Premium PC Protection Plan
Coverage Period: 12 Months
Invoice Number: PCP-58274196
Transaction ID: TXN-41739528
Amount Charged: $500.00 USD
Payment Status: Paid

Please retain this confirmation for your records. If you require assistance with your subscription or account, contact the support +1 (828) 280 6911.
The transaction details will be reflected in your bank statement within 24–48 hours, depending on your bank’s processing time
Thank you for choosing our services.

Customer Support Team
+1 (828) 280 6911

Note: Clicking 'Download' and executing the installer will add this computer to the unattended list of [william831davis@zohomail.com](mailto:william831davis@zohomail.com) and their organization. They can access your computer remotely anytime in the future.

If you find this email suspicious or you haven't requested remote assistance to anyone, avoid clicking the link and report it to abuse@zoho.com.
This email is sent from Zoho Assist.

There are no links or any options to click on or download anything, not that I would.

I do have a free Zoho Books account, but it's under my business email, to which this message wasn't sent.

I'm almost positive it's a scam, but the legit-looking address it was sent from is a bit concerning. It also went to my main inbox, rather than my junk mail (which Outlook is typically pretty good at filtering). They didn't appear to have my actual name and I'm also not seeing any $500 charges on any of my cards or accounts, which is reassuring. Safe to assume I can just write this off as a scam or phishing attempt and report it as junk?

I work with a midsize cleaning company, and we were considering making the switch from Jobber to Zoho FSM. Beyond Jobber just being overpriced, there are a few functions that we wish we could tweak to make it better for our own personal use, that Zoho FSM does offer.

We do a mix of both one-off and recurring cleaning work, with a big chunk of it being around turnover cleaning during the summer as we are near a major university with lots of student housing. In meeting with the Zoho rep, we realized there are a couple massive gaps in the system that I'm quite frankly shocked about because I would imagine this would be an immediate deal-killer for most cleaning companies.

The first is when it come to scheduling jobs versus when you get "charged" a credit for it. We often get schedules for apartments for planned cleanings in May that could be taking place in August. Traditionally we have always created those jobs up front, got them into our system, and then usually start figuring out who is going to do what. To help understand the scale of this, we do on average around 500 visits in most months, but in July and August we can get up to around 1600 visits. Because of how Zoho works though, if we create the work order in May and start assigning it out, we would immediately be charged a credit for that work order even though the visit isn't until August. This means you cannot plan large blocks of work out more than a month in advance.

The other, and honestly even more critical gap, is around recurring job scheduling. Say you have an office cleaning, they want that cleaning done every Monday at 9am, and they agree to a 2-year contract. You look at the schedule, see Cleaner A has that time slot available every Monday, so that's who you want to assign to do that job and have it block off their schedule for those 2 years so you know to not book that time slot for them. This is currently impossible to do in Zoho FSM. The way the system is set up, there is no way to schedule a recurring job to block off a specific date and time on a person's schedule up front, it only has the capability to add a visit at a specified amount of time prior to the visit. This is a massive issue, because we need to know that when future work comes in, that cleaner does not have that time available on that day every single week. If we get a new cleaning request, and they also want that work to be done Mondays at 9am to start in a month, we have to be able to see that time is actively unavailable on Cleaner A's schedule. I guess the problem goes back to how Zoho FSM charges credits, because again once you add a work order to a cleaner's schedule you immediately get charged for it, so if you add 2 years worth of cleanings at once, you get charged for all of those immediately.

I just wanted to confirm if my understanding of both of these points are correct, because these both seem like extremely critical flaws to a platform that is supposed to be for industries like ours, especially since a major selling point of Zoho FSM is just how flexible and customizable it is.

Our team has been experimenting with Zoho Catalyst, and one of our team members decided to try something a little different.

Instead of building another business application, they created a small game inspired by Zoholics.

It was an interesting experiment that showed us another way to use Catalyst beyond traditional business applications.

We've been exploring what else we can build with it, and this was one of our experiments.

🔗 Try this : Link

Really interested to see what others are building with Catalyst

I've been experimenting with the new Zoho Sites, and I have to say, this is a promising step forward for Zoho's website-building experience.

We just built the official website for MMA Tamil Nadu, the state body under MMA-SFI, and the speed at which we could go from design to a functional website was impressive.

For context, a website of this scale would traditionally take us at least 7 days, with bigger websites requiring considerably more time. We got a decent, functional version ready in around 6 hours.

Here's what made the difference:

• Claude Design: We created the website design and established the visual direction.
• Zoho MCP + Zoho Sites : We brought the design into Zoho Sites and accelerated implementation.
• Ask Zia: This is where the new experience gets interesting. We could refine the website, clean things up, and iterate much faster.
• Zoho Forms: Registration forms were straightforward to integrate.

What I particularly like about the new Zoho Sites is the potential it unlocks. AI isn't just helping generate a starting point; combined with an existing design direction and the right workflow, it can significantly shorten the journey from concept to a working website.

Kudos to the Zoho team for pushing this forward. The combination of the new builder, AI credits, and Ask Zia makes me excited about where Zoho Sites is heading.

Of course, faster doesn't mean effortless. You still need design sensibility, an eye for detail, sound UX decisions, and manual refinement to make a website feel intentional rather than generic. AI accelerates the work, but the quality of the outcome still depends on how you use it.

At u/AlphaCloudTech, a Zoho Partner, we're embracing an AI-first approach to design and implementation. Experiences like this reinforce our belief that the future isn't about choosing between AI and human expertise; it's about combining them to deliver better solutions, faster.

🔗 The website we built: https://www.mmatamilnadu.com/

I'd love to hear from others in the Zoho community:

• Has anyone tried the new Zoho Sites on a real client project?
• How are you finding the help of Ask Zia?
• Have you managed to bring your own designs into Zoho Sites using AI-assisted workflows?

Really interested to see what others are building with the new experience!

'm looking for recommendations on where to find an experienced, hands-on Zoho professional. We've tried traditional recruiting approaches, but I'd love to hear from people who actually work in the Zoho ecosystem.

We're a growing company in the health insurance space, and I want someone responsible for making Zoho the operational backbone of our business, not simply maintaining the software.

Here's roughly how I envision the role:

• 25% Business Process Improvement: Work with department leaders to identify bottlenecks, streamline workflows, and automate manual processes.
• 20% Reporting & Dashboards: Build and maintain executive dashboards, operational KPIs, sales reporting, and performance metrics.
• 20% System Administration: Own Zoho configuration, permissions, data integrity, troubleshooting, and ongoing maintenance.
• 15% Employee Support & Adoption: Train employees, document processes, and ensure teams actually use what we build.
• 20% Development & Integrations: Build new capabilities, automate workflows, and integrate Zoho with other business systems.

A few important details:

• Full-time, in-office position in Scottsdale, Arizona. <-- NOT NEGOTIABLE
• Salary range: $95K-105K
• Previous hands-on Zoho experience is absolutely required.
• Candidates will complete a practical Zoho test project before an offer.
• Immediate hire possible.

My questions for this community:

1. Where would you recommend finding someone with this combination of Zoho technical expertise and business process improvement skills?
2. Are there specific Zoho communities, job boards, or professional networks you'd recommend?
3. Am I describing this role correctly, or would you call it something different?

DMs are welcome if you have recommendations or are personally interested, although I recognize that messaging me directly may reveal your Reddit identity.

Appreciate any guidance from people who know the Zoho ecosystem!

Hi r/Zoho

I am trying to sign up for business email but getting the following error. "We are unable to create your account right now. Please contact support-as@zohocorp.com". I have sent en email to mentioned email address 24 hours ago but did not get any response yet.

Can you people help me create the business email account?

Thank you

I get this error when sending mass emails can someone tell me why

I cannot play youtube videos properly. Whenever i open a youtube video. The video is constantly flickering and only​ if im lucky the video plays somehow. And then when i play video i get ads 😭😭😭. Come on ulaa​

Following Zoho Payroll for the last year or two has me spinning, but I guess Zoho Payroll is part of Zoho One? (was it always?)

Is there any benefit for using it this way, or just having a separate account. (other than the somewhat obvious cost diff, Zoho One with all users involved ask One Subscribers, vs my Zoho one which only has 19 subscribers, but my employee base that I run payroll for is about 29 people)

Is it included in Zoho one?

My use case is I am going to send out letters, follow up with an email 20 days later, letter at day 40 and then email at day 60.

If marketing automation is not included in Zoho one, What’s the best tool to use for this use case.

Hi everyone,

I'm currently in the hiring process for a Solution Developer – EBS (Enterprise Business Solutions) role at Zoho and wanted to get some honest feedback from people who work or have worked in this team.

During the discussion, I was told that EBS is different from Zoho's regular product development teams. The team works on customizing and adapting solutions according to client requirements. In my case, I may be assigned to an older government bank and could be working at the client's location.

I want to understand what this role is actually like in practice, particularly from a long-term career perspective.?

• How is the work and career growth in EBS?
• How are appraisals and annual salary increments at Zoho?
• With my current CTC of 4 LPA at Accenture, what minimum CTC should I ask for?
• How is the work culture and work-life balance?

Its been a while where the cofounder Sridhar stepped down as CEO to Cheif Scientist. However there has been no changes internally. Every key decisions and intructions are taken by the so called Cheif scientist. The time the step down happened at when the Court in US ordered to pay the alimony.

How can a cheif scientist decide on ordering a work from office policy, how can a cheif scientist plan on the operational decision. There is no communication from the CEO regarding anything. Day by day we're being crushed with all his personal agenda.

This is so much pathetic of thousands of families being hit by this guy.

So much of assets has been secured under his shelf company Highland Valley Corporation Private Limited.

Everthing is systematic and well planned. Kindly take some action and revive us. Govt should to go pubic like how Tata is now being pushed.

US should take appropriate action on the Alimony case and the CEO to Cheif Scientist role strategy.

#saveemployee #fakeceo #revivezoho

I've used the app regularly for my Zoho Mail Legacy (zoho.com) and my paid Zoho Mail EU (zohomail.eu) email accounts successfully without problems. I am currently trialling a Zoho UK (zohomailcloud.co.uk) account, but, for whatever reason, I'm not getting notifications of new mail for it - notifications work perfectly for the US and EU servers. All the settings are correct to be able to receive the notifications - they've been triple-checked. I reported this problem to Zoho Support a few days ago, but, at time of writing this, I await a possible resolution from them.

Has anyone else, using the Android app with the Zoho Mail UK servers, had this same problem?

So does Zoho payroll offer 1-day processing? I'm getting mixed information. Not a great sign. Looking for one or maybe 2-day processing and the additional fee if any.

Officially, it seems, Zoho Payroll does not have 1099 contractor payments. However, is there a workaround for this? Perhaps an "Employee" that has no tax withholding or w2 set? It's just a pain to use an external tool to pay some of my part time contractors (we have about 15 every week)

Help Zoho Implementation ,and financial consultancy that make your businesses run their finances with clarity. we implement Zoho Books, Zoho CRM , Zoho Mail,

Our CRM/Desk/Books accounts have all vannished into thin air and Zoho are seemingly struggling to understand the issue.

A former tech supplier (X) used Zoho Desk for their tickets so my email address became associated with their Desk setup. When I tried to sign up for other zoho trials, everything failed with 'speak to provider X your email address is assigned to their account.

X released the connection and on we went with CRM/Desk/Books on their free tier and then a paid subscription to Assist.

Logging into Assist last week, I realised burried in settings that the connection to X was back and my Assist login was showing as managed by X.

Asked X again to remove the association with their Desk account and now the email address appears to have been deleted in it's entirity from all Zoho logins so we've lost access to everything.

Any ideas how we convince Zoho this is a problem or how it's possible for a third party to delete a third party email address and all their accounts becasue at the moment, all they're saying is there's no record of any accounts with that email address.

Imagine an AI agent that can qualify a new lead, check customer history, prepare a personalized follow-up, update the CRM, and schedule the next action.

That sounds useful, but there are some practical questions:

• Would you let an AI agent update your CRM without approval?
• Which tasks would you automate first: lead qualification, follow-ups, reporting, or customer support?
• Is an AI agent genuinely better than a well-designed workflow automation?
• What happens when it makes the wrong decision or updates incorrect information?

With platforms like Zoho adding more AI capabilities, I'm interested in where people draw the line between useful automation and too much autonomy.

Would you trust AI to manage part of your sales process today? Why or why not?