r/Zoho

I believe the answer is stuck between a rock and a hard place, but has anyone come up with a proper solution to really customize the UI on a sales order record in CRM?

I’m not talking about fields or field placement, I’m talking a fully blown over haul of it.

I thought I had come up with a way using a related list and Canvas, but you can’t install a widget as a related list in an Inventory based module.

Just curious how folks are actually using the default options, they are terrible and with the amount of data we need on the record, it makes it impossible to fit on one screen if you’re using a laptop.

With an EU Zoho Mail Lite plan, is it possible to to create additional email aliases to mask the physical email?

Is it possible to send an email using an additional email alias?

Many thanks!

I think people are underestimating the enterprise opportunity for SoundHound. Try figuring out Software from Microsoft, Salesforce, Zoho, and even many government agencies. They have become so complex that finding answers often means digging through documentation or waiting on hold for customer support. Many organizations simply don't have enough staff to handle the volume, so wait times can be 30 minutes, an hour, or even days for a callback. With SoundHound Agentic, the experience changes completely. Instead of waiting for an agent, the call is answered instantly then you ask a question in plain English and get an answer instantly 0 wait time no support tickets. "How do I reset permissions?" "Why didn't this workflow run?" "Show me overdue invoices." Agentic AI can explain it, guide you, or even complete the task if it's authorized. The real value isn't just answering questions it's replacing the need to wait for someone to answer them. Zero hold time. Instant help. 24/7. If SoundHound Agentic becomes the AI layer that sits on top of enterprise software and government systems, the potential revenue opportunity is on an entirely different scale than what investors are modeling today.

This week, I've been split between two worlds: finalizing a production-ready events app and configuring custom AI agents within Zoho to automate our internal HR onboarding (collecting hire info, drafting offer letters).

A few quick takeaways on the differences in building them:

• User Apps = Tight Visual Contraints: Building for the store means zero tolerance for broken features. If a database storage tier isn't live yet, you have to strictly hide or disable UI elements so reviewers don't see a dead click.
• Internal Agents = Workflow Over Interface: With internal agentic AI (like Zoho's Text-to-Agent builder), the UI doesn't matter. It’s 100% about setting strict boundaries on model vendor APIs (OpenAI/Anthropic tokens) so data stays secure and actions execute sequentially.
• The Common Blocker: Both live and die by corporate access. Whether it's production Google Maps keys or internal company API credentials, operations grind to a halt without managed environment credentials.

For those building custom business automations, are you finding it faster to use visual pre-built builders (like Zoho/Make) or writing the custom endpoint wrappers manually from scratch?

Sooo, I've been planning to get into Zoho as a content writer (2 yrs+ exp) - does anyone have an idea when the next hiring will be? Thanks in advance!

Hi I want to set up renting website with Zoho, can it does with help of zoho

I recently dined at biryanii taaza restaurant in potheri after seeing the place crowded during peak hours many days. I honestly felt it is an underrated gem in the area! Really good biryani… especially the seeraga samba biryani and for the starters… what a variety! So much to choose from. We had two starters and iffa chicken. Everything we ate was different and good.
Heartfelt appreciation!

For those who have not tried yet, please do. You will not regret.

I’m a beginner with Zoho CRM and other Zoho products. If a developer already knows node.js how important is it to learn Deluge to build real-world solutions in Zoho? Can we build full end-to-end Zoho solutions using only node.js ?

If Deluge is a must, does Zoho have any plans to support more standard languages (like Node.js, Python etc.) directly within the platform alongside Deluge, so new developers can spend their time building solutions rather than starting from scratch with Deluge? Just curious to understand so I can plan my learning path. Thank you

Hi everyone,

I’m trying to understand a limitation in Zoho Desk’s native WhatsApp integration and would really appreciate any real-world experience or clarification.

We currently have a WhatsApp number connected via Meta Cloud API, and we are using n8n to handle automation and bots. The setup is working fine — n8n is receiving incoming messages through a Meta webhook.

Now we want to also connect the same WhatsApp number to Zoho Desk for human agent support, but we are running into confusion.

My key question is:

Can Zoho Desk’s native WhatsApp integration work with a WhatsApp Cloud API number that already has an existing Meta webhook (e.g., used by n8n)?

OR

Does Zoho Desk require exclusive ownership of the webhook / Meta App configuration, meaning we would need to replace or migrate the existing webhook setup?

If anyone has experience:

• Running n8n + Zoho Desk together on the same WhatsApp number
• Switching from custom Cloud API setups to Zoho Desk
• Or dealing with webhook conflicts in Meta Cloud API

I’d really appreciate your insights.

Thanks in advance!

Hi All

I am trying to figure out how to build a custom report that lists Support Agents, and how many replies they had that week.

So far my reporting shows wildly inaccurate compared to the default one.

Any advice on this would be handy!

https://preview.redd.it/28c3h3qmif9h1.png?width=842&format=png&auto=webp&s=7f86014e6620441faa75b80bdcedeb527a04e011

Anyone ever got this while trying to publish to staging? I tried to contact support for the last hour but i keep hearing they are unavalaible. I am hoping I might get some help faster trough reddit. We really depend on this application daily so I need to get this fixed as soon as possible.

Hi!

I am fairly new to Zoho One and have very little experience in setting up company wide systems for everything. That however, is my job in my small IT firm. I have been trying to learn as I go with Zoho CRM, Zoho Books, Zoho Campaignsm and every other app that we use. I get really lost sometimes and don't always know how to use the system to work best for right now and long term.

I keep running into process problems. For example, we have outside contractors who need to submit expense reports but they are our Vendors and not employees so they do not have zoho access. But I need it to be as streamlined as possible for the submission to Books integration so there i less manual work. I don't know if I should be doing a Zoho Form that integrates or using the Vendor Portal in Books.

There are lots of problems like that where I would love to have someone who is experienced in Zoho and building processes that I could bounce ideas off of.

Thanks!

Hey everyone! I run a small women's ethnic wear brand called Pehrae (Jaipur, India). We're on Zoho Books (India edition, GST registered) and I've found a bookkeeping issue I need help cleaning up. Happy to pay ₹500-1000 - the actual fix shouldn't take long for someone who knows Zoho.

The problem:

There's a ₹1,34,181 entry sitting in "Opening Balance Adjustments" on our balance sheet, classified as a liability. I never manually entered this - Zoho auto-generated it. We don't owe this to anyone, so it's wrong.

We have two founders and separate Owner's Contribution equity accounts for each (₹63,955 and ₹67,009) tracking what we've personally put into the business. These need to stay intact.

Why it matters urgently: we're mid-conversion from sole proprietorship to a registered partnership firm, so the capital accounts need to be accurate before we set up the new entity's opening balances.

What I need:

- Someone who knows Zoho Books India well

- Can figure out the right way to fix this correctly

- Ideally a quick review of the overall balance sheet too

- Comfortable discussing via chat (WhatsApp/DM fine)

Drop a comment or DM if you can help. Thanks!

Hello, I have submitted multiple account review requests, providing detailed information about our project, the nature of our emails, and our use case. Unfortunately, these requests were repeatedly dismissed with very vague explanations.

The description field in the form has a strict character limit, making it difficult to explain our project in full detail. It has now been a couple of weeks since my last verification request with adjusted information was submitted.

Could you please review this case? For context, we only plan to send transactional emails and a very low volume of monitoring alerts. I would appreciate it if we could get this resolved so we can begin using the service. Thanks!

I've created an MCP server with Zoho Expense tools added. However, when I try to authorize the service via Connection > Authorize, I get the annoying OAuth Scope error.

I've double-checked that my data is stored in the same region as the MCP. (.com auth links/stored in the US, although I'm in Sri Lanka.)

Anybody else running into the same issue? Or found a solution?