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• Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

  The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks

• Zoho Mail POP & IMAP Server Details

  Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure

• Workplace - Zoholics Europe Customer Awards

  Dear Zoho Mail Community! 📣 We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! Workplace - Zoholics Europe Customer Awards This is your chance to shout about the amazing

• Important update on Group Management | Zoho Mail

  Dear Zoho Mail Community, This post is to inform you all of the following updates on the Group Management in Zoho Mail. Group Member Addition: If a group member is added to an organization group in a Zoho Application, the member will be automatically

• Mastering email etiquette and best practices to follow in Zoho Mail

  Hello Zoho Mail Community, We’re thrilled to invite you all to our upcoming webinar: Mastering email etiquette and best practices to follow in Zoho Mail. Join our live webinar for expert etiquette tips to enhance your professionalism and elevate your

• Recent Topics

• Downloading chat history

  Is there a way to download our full chat history?

• CRM Mobile - Ability to email Record Notes

  By accident, I found that if I long press a record Note in the CRM Mobile app, I can email the note and the attachment. This is a wonderful find. Question: Is there a way to email a CRM record Note from the desktop? Thank you! Amy

• Zoho Books API Charging a customer with their Creditcard or ACH Banking info

  It is unclear if using this API, can acutally charge the customer. https://www.zoho.com/books/api/v3/customer-payments/#create-a-payment When we process invoices in Books, we Select "Record Payment" and then Charge Customer. The Client has either a CreditCard

• Font Size 11 - Zoho CRM Email Templates

  Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email

• zBooks Custom Script with deluge - Custom Field shows NULL

  I am trying to read a custom-field from the item module, which is a decimal. time = item.get("cf_reparatur_dauer_h"); The answer is always NULL. I have already seen similar topics in the forum, but they are already 4 years old and do not work (anymore).

• Não consigo receber e-mails

  Não consigo receber emails, apenas enviar. Pode analisar o problema, please?

• Can't search any new records

  I ran into an issue with search. I added a new contact and potential and couldn't find it when I did a search. I later found out from a Zoho CRM support rep that you can't search new records. The new records will never show up in search. You will have

• Announcing new features in Trident for Windows (v.1.24.4.0)

  Hello Community, Trident for Windows is here with exciting new features to elevate your workflow and enhance productivity. Let’s dive into what’s new! Add WorkDrive files as attachments in the Mail Composer. Previously, you could only attach files from

• Unfurling Unlimited Possibilities in Zoho Cliq 🔗

  Are you tired of your app links looking plain? Imagine if the shared links came to life with custom previews, organized data, and one-click actions, making chats more interactive. With the Cliq platform's unfurl handlers, let's see how developers can

• Comparing 2 forms not linked to send email

  Hi, I want to compare 2 forms not linked, but with identical customer email fields. Form 1 : CustomerForm Form 1 fields : CustEmail, PartnerEmail, Reminder (yes-no) Form 2 : CalendarForm Form 2 fields : CustEmail, DeliveryDate, DeliveryLocation The aim

• Outlook 2016 configured to Zoho

  I set up my Zoho mail in Outlook 2016. It works fine; however, Outlook often requests the Zoho Mail Password. Of course, the password is correct, but this isn't very annoying. Do you have any idea how to solve this?

• Sending email to Gmail accts - Error Code :550 - 5.7.26

  Some of my emails to gmail accounts are coming back "undelivered mail returned to sender." It doesn't happen every time and sometimes I can just re-send and it goes through. Can someone help me fix this? Thanks, Christine ERROR CODE :550 - 5.7.26 This

• Kiosk can't merge picklist or multiselect

  There is no ability to load a multiselect or picklikst field into a kiosk with the values that have been previously selected. So, I essentially have 3 unacceptable options: 1.)Load the value into a text string and include instructions like this: "Picklist

• Enable more than one custom domain

  Hello Zoho team, we have more than one business inside of our CRM implementation. The two businesses have different websites and represent two sides of the same industry. So they are related to each other, but have different brandings. User of one business

• MFA & MS Outlook

  I just installed the Zoho MFA app, and there's a problem. MS Outlook, on Mac, iPad, and Win10, can no longer access my email account. I can get in using a web browser, but not with Outlook. Outlook says it needs a password. I've tried my old password,

• Possible to use Client Script to colour code picklist field value?

  I have hit the limit in my current subscription plan for colour coding picklist field values and need to colour code more picklist field values. Is it possible to achieve this functionality using the Client Script in Edit Page/Create Page/Clone Page

• How can I update a field in Zoho CRM based on activity from FSM/Invoice

  We're trying to separate our clients into 3 categories based on the date they were last invoiced (not when a CRM deal has been won). I've set up a custom field called 'Last Invoice Date' in the Accounts module in CRM. I've also replicated this field in

• Increase the rows that can be exported in a formatted report

  Hi Team An idea, increase the when exporting a formatted report, 2000 rows is too little and the detailed report would not allow me to keep grouping causing extra work when we export reports. Thankyou Josh

• [Webinar] Why AI Must Stand on the Solid Foundation of Analytics & Business Intelligence

  Are you prepared for the age of AI? Organizations that have a solid foundation in analytics and business intelligence will be in a better position to harness GenAI, agentic apps, and intelligent automation. Join Doug Henschen and Mike Ni, VPs and Principal

• Building extensions #5: Creating custom connections for extensions

  In our previous post, we discussed the significance of connections, identified their types, developed a predefined connection, and demonstrated how it can be integrated with Zoho Books using an example. In this post, we'll walk through the process of

• Recurring Task Lists in Zoho Practice

  Is it possible to create a recurring tasks list in Zoho Practice? Looking to create a weekly task list with subtasks that once completed will repeat the next week and so on.

• Sync Zoho CRM LEADS to Google Contacts

  I know it is possible within the CRM to sync contacts with Google contacts, which unfortunately is useless to me. I need to sync my LEADS from Zoho to Google contacts so that I can see their name when someone calls my iPhone. What is the solution? A paid

• 无法发送消息;原因:5545.1.8电子邮件传出被阻止。

  求帮助，我的邮箱无法发送邮件，请尽快修复。 我们只是用来做正常的资料寄送，如果贵公司再无理封锁我们的邮箱，我们会改用其他公司的服务。 请尽快解封，ID: 815556404

• Import records with multiple attachments to Zoho Recruit

  Hello, I want to import a CSV file with over 5000 records with some of them containing 6-10 attachments to the candidates module in my Zoho Recruit. Is there a way to make this import using the "Import from Spreadsheet" option in the candidates module?

• Zoho Notebook API

  Hi there, I was wondering if you guys are planning to create an API service for this product? Currently, I have developed a custom program based on Evernote's API that allows me to automate my notes. The program completely changes the way notes are taken and makes anyone more productive, combining notes, logging, reminders, tasks and time management. I would love to deploy it on the Zoho Notebook API. In fact, I think this would be the perfect product for Zoho to package and offer as a service/product.

• APAC ZUG Workplace Meet-up 2025—Time to Register!

  Dear Zoho Workplace Community, We’re thrilled to announce that the Zoho User Group (ZUG) Workplace Meet-up 2025 is heading to the APAC region! This year, we’re bringing the conversation closer to you—across multiple cities in Asia-Pacific—to connect,

• Can you import projects into Zoho Projects yet?

  I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects

• I have trouble with Add mobile phone.

  When I sign up for an account and add a mobile phone. It's always alerting "This mobile number has been marked spam. Please contact support." But I sure my phone is the first time register in here. This is my phone number "+84*****58". Hope to hear a

• Customize Colors used on graphs and charts according to users desire.

  It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!

• Unlock Profile Permission to unlock locked records or increase editable fields above 15 maximum

  Hi Team Suggestion: I notice a lock permission in profiles but I can't see the option for an unlock record permission. Use Case: Record Locking Configuration is on for all users, we want a specified profile only to be able to unlock a locked record if

• Publish exact date of posts

  Hello Zoho Community members, I am new to the forums & I noticed that I cannot get the exact date of posts, replies or a topic starting. What I see is "7 months" ago. or even worse "3 years ago" I have a suggestion to post exact date so that we can back

• Zoho Sales IQ Lead Scoring

  The lead score of a visitor is not getting updated in real time, and it only gets updated once the user has left. I have a chatbot trigger based on the threshold lead score, and that does not pop up as the lead score is not updated.

• Multilingual Ratings - Happiness Ratings in Your Customer's Language

  Hello everyone, We’re excited to introduce Multilingual Support for Customer Happiness Ratings! Collecting accurate customer feedback is crucial for improving service quality, but language barriers can lead to misunderstandings, lower response rates,

• Introducing the Zoho Survey add-on for Zoho Show

  Data helps make presentations more convincing, but adding it isn’t always simple. It usually comes from multiple sources like spreadsheets, analytics tools, and more, making it tedious and resulting in human errors.At Zoho Show, we’re always looking for

• Email signature duplicate

  Hi, For a few weeks, opening the email writer would show an error. After clicking ok, the signature would change slighty (font size, I believe). After that it worked fine, so we thought nothing of it. However, now it no longer shows the error puts the

• tracking of call attempts in leads modul for multiple steps

  Hello, I have another question about "best practice" with blueprint. I assume this will be with the use of the Deals module. But I don't want that. So it's about the “second best practice” :) I would like to map our lead processing and onboarding process

• Email Credibility Dashboard: Track your account's email sending practices

  Greetings Customers, We are rolling out an Email Credibility dashboard to help CRM administrators monitor the email sending practices of their organisation, and to help them implement domain authentication and email sending measures. Administrators can

• Zoho CRM Calendar View

  Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose

• What is minimal OAuth scope to know user's ZUID and ZOID?

  Hi! I need to link Zoho's user's account and organization with user and organization in my App. I know scope "aaaserver.profile.READ" shows ZUID at "/oauth/user/info" endpoint. And "openid" scope shows string 123.456 in "sub" key of "identy_token" JWT

• Collapsible Sections & Section Navigation Needed

  The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.

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