𝗪𝗮𝘆𝘀 𝘁𝗼 𝗖𝗮𝗹𝗹 𝗧𝗼 𝗧𝗿𝗮𝘃𝗲𝗹𝗼𝗰𝗶𝘁𝘆 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 𝗯𝘆 𝗣𝗵𝗼𝗻𝗲 𝗡𝘂𝗺𝗯𝗲𝗿𝘀, 𝗖𝗵𝗮𝘁, 𝗮𝗻𝗱 𝗘𝗺𝗮𝗶𝗹 𝗠𝗲𝘁𝗵𝗼𝗱𝘀: 𝗔 𝗙𝘂𝗹𝗹 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗼𝗳 𝗖𝗼𝗻

• Topic Participants

• Albert Jackson

• Sticky Posts

• Attention: Upcoming changes to Zoho Assist support for older windows versions

  At Zoho Assist, our goal is to provide you with secure, reliable, and feature-rich remote support experiences. To maintain this standard, we periodically align our platform with the latest technology and security updates from the broader software ecosystem.

• End of Support announcement for macOS 10.9, 10.10, 10.11, 10.12, and 10.13

  Dear Customers, We would like to inform you of an important update regarding our support for legacy macOS operating systems with Zoho Assist. Starting May 1, 2025, we will officially end support for macOS versions 10.9, 10.10, 10.11, 10.12, and 10.13.

• Zoho Assist: Important Security Upgrade Notice

  Dear Customers, We're committed to providing safe and secure remote connections across networks and devices. To uphold this commitment, we're upgrading to an updated security protocol. This change won't affect our support for major operating systems.

• TLS v1.2 Upgrade and Changes to System Requirements for Zoho Assist

  As we tighten our TLS v1.2 security update, admins and users need to be aware that supported versions of operating systems and web browsers will change after October 31st, 2018. After this date, we will retire support for clients using TLS v1.0 and TLS v1.1 protocols. In order to support these changes and meet the updated PCI standards please ensure that computers configured for Unattended Access are updated to TLS v1.2 and use web browsers that support the latest update. What is TLS v1.2, and why

• Release Notes: Version 1.82, February 2015

  New Chrome Extension: Start a Session quickly! Recently, we have released a  Chrome Extension , which enables you to start a session instantly. You can simply enter your customer email address and start a session right from your browser extension. Make sure you are always logged-in to your Zoho account in your chrome browser so that you can avail the professional edition features if you are a paid customer. Supporting your Mac customers is much easier now! We have deployed a new Customer Console

• Recent Topics

• Deprecation of the Zoho OAuth connector

  Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector

• Personalize your booking pages with Custom CSS

  Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,

• Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

  Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn

• No OR Filter for Views with a Related Modules Criteria

  We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between

• Creating a Chart from a Report

  In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.

• Import Function: ONLY update empty fields

  When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update empty

• Sales IQ Chat Widget is Only Displaying Last Name

  Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!

• Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

  Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join

• Begin the year with best practices in the Zoho Desk mobile app : Part 2

  In focus: Optimizing collaboration and supervision Let's begin 2026 with Part 2 of our tips series on driving your ticketing operations at your fingertips. In Part 1, we explored streamlining operations within tickets. This helped individuals at Omniserve

• Process checklist in CRM

  Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don't

• Can we disable add to cart in Zoho Commerce?

  Hello, Our sales happen on the phone. During the call the customer is directed to our website to inspect the products together with the sales rep. So we need a way to present our inventory. I figured Zoho Commerce is a good fit for this use case. However we would have to disable the possibility to purchase products in the shop. Is that possible? Sunny regards, Artjom

• Holidays - Cannot Enter Two Holidays on Same Day

  I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time

• How to update "Lead Status" to more than 100 records

  Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

• Zoho DataPrep and File Pattern configuration

  I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex

• JWT Token authentication problem that sometimes generates infinite redirect loops

  Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucle

• Zoho desk desktop application

  does zoho desk has a destop applicaion?

• How do I bulk archive my projects in ZOHO projects

  Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

• ZOHO Work Drive Back Up

  I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?

• ZOHO Reports - Filter Logic?

  Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark

• Scanned Doc - selecting Item overwrites Rate

  I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and it

• Recruit API search

  Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",

• Manage control over Microsoft Office 365 integrations with profile-based sync permissions

  Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions

• Saving reading position + Keep screen on

  While Zoho Notebook is excellent for saving and annotating articles, its utility is severely limited by the lack of reading progress synchronization. On the Android app, if a user exits a long note after reading 50%, the app fails to save the position.

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• Android app sync problem - multiple devices have same problem

  Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and the

• How can i resend a campaign to only one of the recipients on the original campaign

  How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, Mike

• How to show branch instead of org name on invoice template?

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• Create CRM Deal from Books Quote and Auto Update Deal Stage

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• Zoho CRM for Gmail Extension Not Working in Brave Browser?

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  Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly

• how to change the page signers see after signing a document in zoho sign

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• Question about using custom_fields in Storefront Add-to-Cart API (error 2003 – required details)

  Hi everyone, I’m working with the Zoho Commerce Storefront API, specifically the Add to Cart endpoint: POST /storefront/api/v1/cart According to the documentation, this endpoint supports a custom_fields parameter for adding line-item custom data. I’m

• Can a project be cloned?

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• Tip #56- Accessibility Controls in Zoho Assist: Hearing- 'Insider Insights'

  As we begin the new year, it’s a great time to focus on making our tools more inclusive and accessible for everyone. Remote support often involves long hours in front of screens, varying lighting conditions, and users with diverse accessibility needs.

• Zoho Desk Android app update: Table view for All Departments view, custom button

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