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• Sticky Posts

• Zoho People 2.0 Help Manual

  Hello All, Zoho People Help Documentation is now available at this link. Please go through and get in touch with us at support@zohopeople.com in case of any questions. Regards, Hemalatha Chandrasekaran | Zoho People

• Team Zoho People in your city!

  We are back with our next series of community events to meet you at your city! We are delighted to invite you to join us for a day of insightful sessions, interactions with other Zoho People users, and one-on-one sessions with our product experts. This

• Come, join our HR Community!

  Hello everyone, We are delighted to invite you to join the HR Community, an exclusive forum for HR professionals around the world to collaborate, learn and grow together. In the HR community, you will be part of a tight-knit HR group, wherein you can,

• Ask the experts: A 5-hour live Q and A session on Zoho People

  We are back with the 'Ask the experts' session of the month! Your platform to get instant answers to your questions on Zoho People is now open. Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions. What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge.   Where to ask? Simply use the comments' space of this post to type in your questions.You can start

• Ask the experts: A 5-hour live Q and A session on Zoho People

  The awaited 'Ask the experts' session of the month is here to give instant answers to your questions on Zoho People.  Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions.   What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge.   Where to ask? Simply use the comments' space of this post to type in your questions. You can start posting your questions

• Recent Topics

• Drop down of Zoho users aka Employees

  Is there any field I can add to have an up-to-date list of current Zoho users ? Use case is for an employee to select their manager - however I don't want to have to manually populate a dropdown field every time someone joins or leaves our company. Why

• Last Name / First Name

  Hello , My company adds contacts on a "Last Name , First Name" basis. We've noticed that when viewing accounts there is no " , " (comma). It's VERY misleading. I have set the custom view to show "last name" "first name" instead it joins them both and

• Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management

  Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since February

• Unable to receive emails on outlook

  I am able to send on outlook, but unable to receive. None of the settings have been changed and it was working perfectly up until a few days ago.

• Zoho Creator User Group meetups in a city near you!

  Greetings from the Zoho Creator team! We're excited to announce that we're hosting a series of Zoho Creator meetups in various cities across Australia and New Zealand. We invite you to join us for an exciting day of learning and fun. Our meetups are a

• How to view shared mailbox in Outlook

  How to view shared mailbox in Outlook or in another software

• Mas de 48 horas sin correo

  Estimados, llevamos más de 48 horas sin poder recibir correo y en este periodo hemos recibido información confusa y lo mas relevante es que Zoho dice que esta todo bien y no encuentra el error. Como deben comprender el perjuicio de no contar con un correo

• Zoho Mail Domain Verification Issue

  Hi, I'm trying to verify my domain drinkkata.com but it shows the following error: Oops! Invalid domain detected by the system. Please contact <a href=mailto:{0}>support-as@zohocorp.com </a> for further assistance Could this be fixed please? Thank y

• Forwarding or Aliasing Deactivated Mail Account

  We have an employee who has left the company, so his Zoho account is deactivated. I would like to forward any mail coming to his account to another employee, but as it is deactivated, I can't forward it. I also tried setting the same username up as an

• The SPF record verification fails

  I have set the SPF record for my domain correctly, according to zoho's SPF configuration guide. Also I used some tools to check my SPF record, and all showed it is correct. But the control panel still shows that I haven't finished the verification. So how to deal with it? Thanks in advance.

• Não consigo receber e-mails de algumas instituições como por exemplo: banco

  Não consigo receber e-mails de agências, bancos e instituições. Envio normalmente, mas os e-mails enviados por eles não chegam para mim, mesmo aqueles que são respondidos no próprio e-mail enviado por mim.

• How can I send a reply to 100 unread emails in one click using a Zoho account?

  When I select a single email, the 'Reply All' option appears, but when I select multiple emails, the 'Reply All' option does not appear.

• Sync Gmail for Admins

  Hello. We migrated from gmail to Zoho mail a few years ago, but some users want to be able to use gmail. I have set up dual delivery in the Zoho Mail Admin console. This is working fine. I can't figure out how to sync outgoing emails. Specifically, if

• Export Tasks From ToDo List whic are in side Zoho Mail

  Hi, I have a list of tasks in ToDo List inside Zoho Mail. How can I export these tasks to Excell sheet? check the attachment for more clarification.

• Add blueprint buttons to listview and kanban

  Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appear

• I want to cancel the zoho mail service customer number 20060087524

  On February 2nd of this year I bought the zocho mail service for myself and my family. Apart from the mail client via the zoho application, it does not work for me on the iPhone and iPad. I want to cancel, what is the procedure? klient number: 20060087524

• Whatsapp Integration not working

  Hello. My whatsapp integration does not seem to be working. I have created templates, but whatsapp messages do not go through. They keep telling me to use a templete, even though I do so.

• CRM Multiline Field Spacing Bug

  If the text in MultiLine field is changed through client script, the spacing isn't reset and we get a lot of empty space Screen Recording is attached that shows the problem

• Zoho Mail

  Hi Can we use Zoho email for our business? I have a website. In this website, we can use it in the contact page and also in the DMCA page. Kindly, this topic is a bit sensitive. Please give me a detailed reply on this and thank you in advance.

• DataPrep Export to CRM - Linking Modules

  Is it possible to export data to linking modules in Zoho CRM? If I want to do this will I have to create a custom module using functions and workflows to mimic a linking module? If this is not possible it should be added. I don't see how this is functionally

• Printing "Reader View" email on MacBook Air

  In Reader View, clicking on the print icon leads to a blank page with just a ZOHO logo and a lock icon at the top. If I save the reader view to PDF to print from there, it only saves the portion directly on the screen, and not the entire email that I

• Add ability to trigger task automation when a task comment is edited or deleted

  Hello, I see that there is currently the ability to trigger task automation when a comment is added to a task. However, we have a use case in which we would like to trigger automation when the comment is edited or deleted. This will enable us to update

• Zoho Email

  Hi, it looks like Zoho Mail services is currently having issues. Please update us with the current status resolution time frame. Thanks & regards,

• Is ASAP user authentication via SAML?

  The ASAP user authentication says to use SSO with remote authentication so that you can use JWTs. The remote authentication help page says that this features is being deprecated and to use SAML instead. Before I go through the trouble of implementing

• email configuration - email is rejected - what is best way forward

  We started getting rejection/bounce back on email sent out of zohodesk. typically we have SMTP from our domain into zohodesk eg support@example.com our mail respones go back out as example : support@example.zohodesk.com These email bounce with error:

• Customer Success Pipeline

  Hello all, currently, we are using Leads -> Deals Pipelines to manage our Sales. So far so good. Now, we rely heavily on activating dormant clients and nurturing active clients into ambassadors, or cross- or upsell active clients. I can't wrap my head

• We would like to make a separate, internal-only knowledge base. Is it possible to have a public department but not display it in the help center?

  It seems like it is not possible to display/hide the knowledge base from the help center per department.  Is there a way to do this? It looks like all department knowledge bases are displayed if they are public, and there is no way to hide one from the help center while keeping it accessible via a permalink URL. For example, lets say I have one KB for Clients and one for Employees.    I want to keep my Clients KB public, and also want the Employees KB to be public, but NOT displayed in the help center.

• Zoho Analytics - Values gets Duplicated

  In Zoho Analytics, I have two tables: one for Country-wise Sales and another for Country-wise Budget with Region. I am attempting to create a stacked bar chart to compare the Region-wise Budget and Sales Revenue. I have set up a lookup between the two

• Marking a Desk ticket as Unread after merge

  We have a custom script that runs against every new ticket and auto-merges it with any existing ticket that matches our criteria. That works fine but there is no functionality that reverts the newly-updated ticket back to an "unread" state. I found the

• Partial Return of Delivery Challan Items

  As per the rules set by zoho for partial return of an item given on delivery challan, atleast one item must be invoiced. what if i have given 3 items to my client on Delivery challan. They will evaluate the items and it will be returned it or will be

• Unused credits - improper value

  When i try to get the balance statement, it gives it by reducing the unused credits. But I did not unused credits as per bills, even though it is showing like I have. Is there any way to reset the unused credits to zero.

• Zoho CRM Contacts Not Syncing to Zoho Thrive Loyalty Program

  Hello Zoho Support Team, I am currently facing an issue regarding the integration between Zoho CRM and Zoho Thrive in the Loyalty Program. Specifically, the Customers section in Zoho Thrive remains empty, even though I have multiple contacts available

• 【Zoho CRM】各タブ内の一覧表示画面のアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から各タブ内の一覧表示画面のアップデートをご紹介します。 各タブの一覧表示では、設定条件に基づきデータを行や列で表示し、関連する詳細情報を一目で確認することが可能です。 今回のアップデートでは、タブの一覧表示で利用できる機能が増えました。 【目次】 各行の活動ラベル(ステータス)表示 「フィルター基準」オプション 項目列の非表示 URLのコピー 1.各行の活動ラベル(ステータス)表示 一覧表示内の各データの横に各業務のステータスのラベルが表示されるようになりました。

• Proceed with SSL certification for your domain

  Hi Team For white labelling of Zoho Survey, we have done the following things Domain Mapping Go to your domain provider's Admin Console Create a CNAME entry under your domain Edit the CNAME to survey.cs.zohohost.in Kindly proceed for the SSL Certification

• Expand Zia's Language Support and AI Capabilities

  Dear Zoho Desk Support, I would like to submit a feature request to improve Zia, the AI-driven support assistant in Zoho Desk. Currently, Zia only supports the English language, while other AI agents such as Gemini, ChatGPT, and Claude can work with a

• Automated Messages in Zoho Desk - WhatsApp

  Hi, We set-up an automated message reply to our whatsapp channel for our support that was connected to the zoho desk. I need to change these automated messages but am unable to find the place where I can make these changes. Anyone able to assist?

• Issues with GC Integration and Ticket Retrieval in Instant Messaging

  I am using Guided Conversations (GC) within Instant Messaging (IM) channels. When a user sends a message, a ticket is created in Desk, but GC cannot identify which ticket it corresponds to. To address this, I have implemented a workflow rule to rename

• Localhost works fine, but issue come Zoha mailer on live server

  package.json "proxy": { "/auth/google": { "target": "http://localhost:8000/" } }, ContactForm.jsx import React, { useState, useEffect } from 'react' const ContactForm = () => { const [fname, setFname] = useState(""); const [lname, setLname] = useState("");

• Set Mandatory Lookup Fields in Ticket Layout

  I added a custom module called 'Site' in the desk. I also added a lookup field 'Site' in the ticket layout. Now, I want the 'Site' field to be mandatory in the blueprint transition. How can I do that?

• Email content strategy

  This is basically a couple of questions about the best practices when it comes to the use of colors as part of the message sent through the email campaign. 1 - Is there a guide or recommendation as to what are the best colors for text/background associated

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