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• Sticky Posts

• 8 Neat Tricks in Writer You Should Know About

  Want to get the most out of Writer and speed up your work? You've come to the right place. We've compiled some productive shortcuts in Writer that can help you get work done more quickly: 1. Look up synonyms   No more need for a bulky thesaurus! Use Writer's synonym suggestions to explore different word choices, and find the one that fits your style and tone the best. All you have to do is right-click on a word, and select Synonyms from the dropdown list.  2. Insert images, tables and more   Typing

• Tip #26: Filter your records before merging a document

  Tom is an HR executive who has to send onboarding emails every month to newly joined employees. He has a master spreadsheet with all the employee details, and new employees are added to them as they join. It's the month of March and Tom has to send onboarding emails to employees who've joined this month. But, how is Tom going to go through a big spreadsheet with multiple new and past information, and send onboarding emails to the set of newly joined employees?     Simple, by filtering and merging

• Tip: #11 Collaboratively fill documents with your colleagues and clients

  Last week we talked about how Fillable Fields can help you create contracts and proposal templates you can repurpose across your processes. This week, we'll talk in detail about how to collaboratively fill those templates with your clients and team.    Say you've entered into a contract with multiple clients but the final contract amount is still under negotiation. Using fillable fields, partners can quote their contract fee directly in the template document without affecting other areas of the document. You

• Tip #07: Five best defaults in Writer you can change to complement the way you work

  Find yourself adjusting settings to the way you like every time you create a new document? Try tweaking the default settings instead.  From font styles to auto correct options and more, here are the five best defaults settings you can control.   1. Default font style   Use your favorite typography across all your documents. You can customize a font style by adding a color, adjusting its size and more, and then set it as default.    To do this, go to More Options > Format > Font. Choose a font style

• Tip #06: Make the best use of Zia in Writer

  About to share your work with your team? Looking to get a second opinion quickly before that? Let Zia do it.    Zia, Zoho's AI-powered intelligent assistant is now part of Writer. She's trained to check and polish your work. She doesn't just read, she understands. So apart from grammar and spelling checks, she'll let you know when you've used a wrong adjective, or have missed out words based on the context of your piece.   Every time you write, Zia makes a scorecard after carefully assessing your

• Recent Topics

• Auto-publish job openings on my Zoho Recruit Careers Website

  I have developed a script using the Zoho Recruit API that successfully inserts new jobOpening records to my Zoho Recruit website, but my goal is to auto-publish to the Careers Website. The jobOpening field data shows two possible candidates to make this

• Zoho Recruit - Email Relay

  Good day, Has anyone succeeded in setting up an email relay for Office 365? If I add the details from https://support.microsoft.com/en-us/office/pop-imap-and-smtp-settings-8361e398-8af4-4e97-b147-6c6c4ac95353, I get the connection error. Regards, Eka

• Credit Card Terminal for Zoho Books

  Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank You

• How do you print out the invoices comments

  I have some invoices where i need to print out the comments that show when reminders and etc were sent how do we print those out in Zoho Books.

• Feature Request: Enable Custom PDF Layout Editor for All Modules (Including Package Slips)

  Hello Zoho Community and Product Team, I am writing to share a suggestion that would significantly enhance the customization capabilities within Zoho Books. We all appreciate the power of the Custom PDF Layouts (the "New" template engine) that allows

• Need advice for product/item search functionality when adding invoices.

  My client uses "Catalog or Vendor" name and Product code to search for his items. But Zoho only allow to search by product name and SKU when adding items to Invoices/Estimates. Clients product codes are not unique as they may overlap from different catalogs/vendors.

• How to dynamically pass IDs from one API response to a second API call in Zoho DataPrep?

  Hi Team, I am setting up a global consolidated reporting pipeline in Zoho Analytics (India) using Zoho DataPrep as the ETL engine. I am pulling data from multiple Zoho Books Data Centers (US, Singapore, India) thats why i used the URL Source (OAuth 2.0)

• Feature Request: "Send Invitation" Toggle for Events

  I am writing to request a critical "Quality of Life" update for the Activities module. Currently, adding people to the Participants field in an Event triggers an automatic email invitation/acceptance tracking with no way to opt-out. For general events

• Account Review Pending - Daily Limit 100

  Hi ZeptoMail Team, I'm writing to request a manual review of my account. I am currently stuck on the 100-email daily limit and cannot purchase credits. Status: My domain is already verified (DKIM/CNAME). Issue: The "Customer Validation" option is no longer

• Automation Series: Move Tasks to a different Task List on Status Change

  In Zoho Projects, you can automatically move a task from one task list to another when its status is updated. This keeps your tasks organised and ensures better visibility while reducing manual work. For instance, during a product launch, the marketing

• Introducing Bigin's all new integration with Microsoft Teams

  Picture this: You are on call with your team to discuss some important deals that need to be closed soon. While discussing each deal, your team has to switch back and forth between your Teams account and Bigin account to refer to details about the deal.

• Scaling the customer journey: What's new in CommandCenter

  Dear Customers, The last time we connected about CommandCenter, it was about the tool's new controls and revamped UI. Personally, the overhaul of the UI from the last update, still excites me. Today, we're here with news about its scalability and added

• Adjusting Physical Inventory

  Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be

• Dynamic Remaining Quantity in Lookup During Allocation

  Hi everyone, From what I understand in Zoho Creator, lookup fields only display the stored value from the source record and do not dynamically update while a form is being filled. Because of this, showing a real-time updated remaining quantity inside

• Is it possible to use HTML formatting in SMS messages sent from Zoho?

  Hi everyone, I have a question regarding sending SMS from Zoho When we send emails from Zoho, we can include HTML code to format the message (like adding links, styling, etc.). Is it possible to do something similar when sending SMS messages through Zoho

• Important update: Migrate to the new SalesIQ live chat widget before April 14, 2026

  The old SalesIQ live chat widget will be deprecated on April 14, 2026. This is a final reminder to migrate to the new SalesIQ live chat widget before this date. After April 14, 2026, the old widget will no longer be maintained, which can lead to slower

• If your IM chats aren’t auto-assigning, here’s what to check

  Hey everyone! We’ve been seeing quite a few questions around Instant Messaging (IM) Chat Routing in Zoho Desk, especially around how it actually behaves in real time. So I thought I’d share a practical breakdown of what’s happening behind the scenes.

• connect zoho creator with google drive

  Hello everyone, I need to connect to a folder drive. The idea, is that google drive loads a text document with some data, I must read that text document to be able to autofill a form that I have in zoho creator with that data. I also attach PDFs and place

• Uploaded files are not included when using "Include user submitted data" in Email Notification

  In Send Email notification workflow in Zoho Creator, there is an option called "Include user submitted data" which allows the email to contain all the form submission details. However, when this option is enabled, files or images uploaded through File

• Extend Zoho Canvas Customization to Zoho Creator Forms and Reports

  Currently, Zoho Canvas allows users to design and customize the UI of Zoho CRM modules with a much better visual experience. This helps organizations create cleaner layouts, improve usability, and design interfaces that match their workflows. However,

• Kanban View for Projects.

  At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.

• Button ''I'm Interested'' won't translate

  Since our main platform is in French, I would like to get this ''I'm Interested'' button translated to French ''Je suis intéressé''. We managed to translate the whole carreer site in French, except the button. How come ? We have a standard subscription,

• Feature request - image resizing on sales orders

  I need to be able to show the items on the sales orders, currently the item image shows really small and no way to resize it, need the ability to make the image larger to showcase the product on the pdfs

• ZOHO.CRM.UI.Record.open not working properly

  I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",

• "Unlink" Advance from Bill without Deleting the Payment Record

  I am writing to highlight a significant workflow issue in Zoho Books (India Edition) regarding Vendor Advances and Bills. The Scenario: I recorded an Advance Payment to a vendor. I matched/reconciled this payment in the Banking module. I received a Bill

• Email Parser Not Extracting Fields Correctly with Certain Label Formats

  I’ve been testing the Email Parser functionality in Zoho CRM to automatically extract data from incoming emails and map it to CRM fields. During testing, I noticed that parsing sometimes fails when the email contains field labels formatted like this:

• Prevent tracking users from specific countries

  Currently, I’m receiving many bot visits from the United States and Malaysia. I would like these visits not to be recorded in SalesIQ. I already enabled the option to exclude traffic from cloud service providers, but I’m still receiving bot visits. Ideally,

• Zoho CRM Community Digest - February 2026 | Part 1

  Hello Everyone! February has been off to a productive start in the Zoho CRM Community, with several thoughtful product enhancements and helpful technical discussions making their way into the forums. To help you stay up to speed, we’ve rounded up the

• Nouvelle fonctionnalité : donnez du style à vos pages avec le Branding

  Que vous prépariez un webinaire important. Vous avez investi du temps dans votre contenu, invité des intervenants de qualité, et les inscriptions commencent à affluer. Mais votre page d’inscription ? Elle ressemble à toutes les autres : générique, sans

• How to sync Zoho CRM Quotes with Zoho Books/Finance Estimates or Quotes

  Hi everyone, We’re building quotes in the Zoho CRM Quotes module because of its strong CPQ features and better communication options (multiple contacts, email customization, etc.). However, these don’t sync directly with Zoho Books/Finance for invoicing.

• Marketing Tip #24: Encourage customers to leave reviews

  Reviews are one of the strongest trust signals in ecommerce. When shoppers see real feedback from other customers, they feel more confident about buying, especially when they’re choosing a brand for the first time. Not all reviews are equal. Detailed

• Organization wide Account and Contacts Visibility/Sharing Capabilities?

  Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to

• Ability to Attach Record-Specific Files Automatically in Workflow Email Templates

  Currently in Zoho CRM, email templates allow attachments to be added, but these attachments are static and remain the same for every recipient. There is no straightforward option to automatically attach a file that is stored within the specific CRM record

• This version of app doesn't support this notecard type Error

  So this problem is happening for any notes created within the last week, as well as any note recently edited on Android. I can open them on my phone fine, but they don't open on the website version. They DO work on the desktop app version. It's just web

• Issue with Picklist Dropdown Not Opening on Mobile

  Hello I am experiencing an issue with picklist values on mobile. While the arrow is visible, the dropdown to scroll through the available values often does not open. This issue occurs sporadically, it has worked occasionally, but it is very rare and quite

• an issue in Zoho CRM where the workflow rule is not triggering

  H I’m currently facing an issue in Zoho CRM where the workflow rule is not triggering when a new lead is created through a webform. I’ve double-checked the criteria and field updates, everything seems fine but it still doesn’t fire. Has anyone faced this

• {Action Required} Re-authenticate your Google Accounts to Continue Data Sync

  Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,

• Allocating inventory to specific SO's

  Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

• Is this a SCAM email or is it really Zoho?

  L.S. I received the following message. Is this from Zoho? I have had a Zoho One account for many years and my website has been online for years. If it is a scam, I think you should know about it.

• How to close an estimate ?

  Hello, I have created estimates, and converted them to invoices to get 50% payment. Now I have 2 cases where the estimate stills shows status partially invoiced, however: 1. for one of them, project stopped half way, so the remaining part will never be

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