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• Sticky Posts

• A new UI for distraction-free engagement in online meetings and webinars that scale up for 3000 attendees

  Hello all, We're excited to share our new, refined UI for online meetings.  Here's how the new UI will improve your experience during online meetings: We've re-designed Zoho Meeting's online meeting UI to enable users to fully engage in conversations

• New and Improved UI for Online Meetings in Zoho Meeting

  Hello there, We hope you're enjoying our video conferencing feature for your online meetings. This month, we are glad to present our revamped UI for online meetings. We have made some useful changes to make features contextual and easy to access. In addition to this, we have also added some interesting features and enhancements to make your online meetings smooth and hassle-free. Let's take a look at these changes. Better visibility and access to main features The main menu has been moved to the

• Improved host controls and other enhancements

  Hello there, We hope you're staying safe and healthy. As we continue building Zoho Meeting into a complete, feature-rich web conferencing solution, we're making big and small feature updates and enhancements every month.    Here are a few of our latest updates:   Common updates for meetings and webinars Invalidating the keys of past meetings and webinars: This is an important security update. We're in the process of invalidating the keys of all of our users' past meetings and webinars. This prevents

• Latest updates in Zoho Meeting | Create departments, Share PDF files

  Hello all,   You can now create departments to group team members within your organization. This will make it easier for you to organize department-level meetings and invite members. In webinars, use the Share material feature to share PDF files directly

• Create Instant Polls, Broadcast Messages, and Enable Co-organizers to Launch Webinars

  Hello, Following our previous updates with the iOS webinar app, Raise Hand, Allow to talk, and Give control in Mac OS, we have added some new features and enhancements to Zoho Meeting's webinar module that let you create instant polls, communicate with attendees through messages, and have better control over launching webinars. Let's take a look at what's new. Features Co-organizers can now launch webinars Co-organizers, who are members of your organization, can now start webinars just like the organizer. This

• Recent Topics

• How to add custom templates in zoho sheets mobile

  How can I add custom templates in Zoho spreadsheet mobile?

• Order Items

  Hi .. We have to implement orders with line but each line should have a separate record and not as a subform, does anyone have experience with that kind of solution what is the best practice for that kind of thing Thanks

• Trello: Invalid Client - Client ID passed does not exist

  Hello, I am trying to authorize the Zoho CRM power-up in Trello but always land on the following page: I tried adding a trello client to the Zoho API console but this generated a different client ID to the one in the link of the page in the above picture.

• Zoho Desk + Jira integration - Email notifications and comments posted by administrator instead of real user

  Dear All, I set up the integration under my admin account, and now when users leave comments in Jira (to created tickets in Zoho Desk), the email notifications show that the ‘Administrator’ left a comment, not a real user. The same happens in the ticket

• Zoho Sprints - Q2 updates for 2025

  Hello everyone! We’re excited to share the latest updates from Zoho Sprints for Q2 2025! This quarter, we rolled out a few highly-requested features designed to enhance collaboration and time management across your projects. Here's a look back at the

• CRM Email Insights Not Working - Status not Changing

  I used to be able to see if a customer opened/read an email in CRM, but I no longer get those status changes inside their record. I have everything enabled and I am sending the email from CRM. The experience center has the status' enabled as well. Any

• The use of Ticket statuses

  When your support team mark a ticket "Closed" before I had a time to check what your team has done on the ticket - I have to consider this as you consider the ticket closed even if I dont consider it closed. Which automatically produce a negative sentiment.

• "Replace" an existing version of CRM

  Hi all, I have a question, I saw an article about this once, but I now cannot find it. I am working with a client who has had their CRM in Zoho One built and extensively modified. But it is non-functional now, and rather than try and unpick the system,

• Data Import From a private PostgreSQL RDS Instance

  Hello All, I feel like the problem I am experiencing has been seen before; however, I am having a difficult time finding any solutions. Hoping the community has some insights. I am trying to import data from a PostgreSQL RDS instance that is behind an

• Assistance Required: Authentication Error When Sending Credit Application Form

  Hi, I'm encountering an error message that states: "Authentication unsuccessful – the user credentials were incorrect." This occurs when I attempt to send the credit application form to our customers. I've attached the form I’m trying to send for your

• Missing Fields in Lead Conversion Mapping

  I’ve been using Zoho CRM since 2013 to manage leads and convert them into contacts and jobs. When I convert a lead to a customer, I create a new contact and a job. Previously, this process automatically transferred key information from the lead to the

• Allow selection of select inactive users in User data fields

  Hello, We sometimes need to select a previous employee that has an inactive account in the User data field. For example, when doing database cleanup and indicating actions are done by a certain employee that weren't filled out when they were part of the

• How do I associate pricebooks to a customer?

  I setup a few pricebooks, that worked fine. But now the only thing I can do with it, when I enter a quote or sales order, I can select which pricebook to use, but I have to do this product by product every time I add one. Is there a way to connect a pricebook

• Sync desktop folders instantly with WorkDrive TrueSync (Beta)

  Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

• Connection to Zoho One

  My org has a Zoho One account, which includes Zoho Social. We are wanting to try linkthread. However, I want to make sure it is set up properly from an account perspective, as I have accidentally created Zoho accounts separate from Zoho One when I didn't

• Ticket Automatically Created from Closed Chat

  Is there a way to prevent a ticket being create for every chat.... or at the very least have it automatically closed.

• IMPORT INVOICES CSV

  Hi, Impossible to import invoices in Zoho books with a csv file. I have also tried with the template. My topic keeps getting closed but I did not get any answer Is there an issue with this fonctionnality ?

• An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

  A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

• Related Lists in Email Templates

  Hi Zoho team, I would love to see a feature where related list information can easily be added to an email template (instead of mail merge). I have a client who books flights for their customers. They do this through a Flights module so all booked flights

• Outlook plugin funktioniert nicht.

  DAs Outlook Plugin funktioniert nicht mehr. Ich werde aufgefordert, mich mit der App "OneAuth" anzumelden Intelligente Anmeldung per OneAuth funktioniert nicht zufreidenstellend. Nach erfolgreicher Anmeldungung mittels QR Code lande ich wieder beim QR

• iOS App Version 3.0 - Customer list gone?

  Not sure when this changed, but I seem to have been updated to 3.0 for the phone app (on iOS). I'm pretty sure that I used to have a Customers button that allowed me, for example, to see what appointments a customer has. Has this disappeared or am I just

• Zoho Signature, "For Demo Purpose Only Powered by Zoho Sign"

  How to disable this text on the documents for signature. "For Demo Purpose Only Powered by Zoho Sign"

• Add Resource variable to notification email customisation for Event Type

  The notification email customisation feature for Event Type does not include a variable for the Resource field. Without this field, Zoho Bookings cannot be used by any business for resource-based services or event types e.g. room bookings, equipment bookings.

• Can't find add role button, is iet st because I have the free subscription

  Trying to add my accountant in Zoho Books if I press the add accountant button, I get stuck as it says no such role exists, and won't let me continue, I can't find the add roles button, so I am stuck. Is it because I have the free subscription? Also can't

• Calendar view all appointments in workspace

  In the Calendar page, add the ability to view all appointments in the Workspace. The Manage Calendars filter requires me to select at least one user or resource, and it only lets me select up to five of them. There's no filter option to view the entire

• Tip #13: Identify where your bookings come from with Source Tracking

  Source tracking is the practice of identifying where your bookings originated. This is important, because online bookings come from a wide variety of sources like social media platforms, your website, email and ad campaigns, partner websites, organic

• MS Teams for daily call operations

  Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

• Unable to Add Notes

  I've had a user report that they are unable to add notes to account records. I attempted and found the same issue. There is no option to save the note.

• Workflow Rule Alert Not Working

  I have a workflow rule set (that I've been using for years) that suddenly stopped working. Module - Leads Execute on - Create Alerts - Email Active - Yes When I create my lead I no longer receive my email notification. 

• Unify Overlapping Functionalities Across Zoho Products

  Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,

• Zoho Recruit > Job Opening Module> Editing, Deleting, Adding (Fields)

  Hello All In the Job Opening Modules How do i go about deleting the Positing Title or changing to Job Title or can i hide it from all? I want to add a Look Up User Field, however when i select the look up field i do not see that Can i have the industry

• Assignment Thresholds Resetting After Lead Conversion

  Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automatically

• Personal Link / Meeting ID

  with zoho meetings do I have my own personal link to my 'meeting space' ? I have an email template in Zoho CRM which confirms people's appointment with me, I would like to include the link to my Zoho Meetings so that they have it in advance. How do I

• Can zoho sign collect data feeding Zoho Sign?

  I m sending contracts to client who are not in my zoho CRM database yet. Can the data they enter in Zoho sign contract I send them, (that includes...) official company name address first name second name etc, ...Create or update a contact / account

• Modified approved time log

  I can’t seem to find a way to make change to approve time log entry. The case is the following. We pay the employees every 2 weeks, so employe A enter is time for the 2 weeks and then submit his timesheet. Now is superior approve the time he worked via

• Can’t Enter my Notebook is Locked

   I’ve been using Notebook for taking notes at my college for a  month and I never signed in and I never established a password. Today I tried to enter the app after the update and it asked me for a password. I need to access to my notes urgently and I can’t loose my notes! Every time I try a password, Notebook set a timer for me to try another password, please help me.

• Zoho Notebook Will Not Open After App Install

  I am a new user of Notebook. I was able to successfully import my data from Evernote and the product is working well on a Windows 11 computer and Pixel device. I have also installed Notebook on a Samsung S6 lite tablet however the software freezes on

• Making money out of Zoho Sheets - How?

  Hello, Suppose I come up with a brilliant Zoho Sheet that I want to sell to other people, can I do this? How? Thanks.

• Formatting of cells changing by itself and formulas not always calculating automatically

  I'm new to Sheets and have been setting up a budgeting template that has many linked tabs. It's going fairly well except certain quirky things have been happening from time to time. 1- sometimes when I scroll up or down I lose formatting from a random

• What are people using to send Service based emails?

  Zoho Campaigns is for marketing. Users can unsubscribe from these emails. Service based emails need to be delivered and can without the worry of Can-spam act. What are people using to send service based emails? My mailing list is derived from a database

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