A sneak peek into Zoho Vault's new and improved user interface

• Topic Participants

• Meenakshi Sundaram R M

  

• David Haddad

  

• Szymon Kucharski

  

• Jim Canto

  

• Randal Southam

  

• Sticky Posts

• Free webinar: How to use passkeys with Zoho Vault

  Hi everyone! Passkeys are transforming the way we sign in—making authentication safer, faster, and completely passwordless. No more memorizing complex passwords or worrying about credential theft. With Zoho Vault, you can securely manage both passwords

• iOS 12 update: Introducing autofill passwords and Siri Shortcuts in Zoho Vault

  With this iOS 12 release, Zoho Vault users can now autofill usernames and passwords on Safari and other third-party apps. Users can enjoy a seamless login experience to their everyday apps without compromising security and also access passwords stored in Zoho vault with Siri Shortcuts by adding personalized phrases. How to enable autofill password on your iOS device? First, you need to update your device to iOS 12.  Apple recommends you to take a backup before you update your device to the latest

• Zoho Vault: A look at what's new for iOS, iPadOS, and macOS

  Hi everyone, At Zoho Vault, we constantly aim to improve your security experience. Based on both internal and external feedback, we have recently rolled out updates across our iOS, iPadOS, and support for macOS platforms. Introducing the desktop app for

• Join our World Password and Passkey Day expert Q&A 2025

  Hey everyone! World Password and Passkey Day is almost here, and there's no better time to talk about something we all rely on daily—secure authentication. Did you know that a staggering 60% of hacking-related breaches are tied to weak or stolen passwords?

• Introducing SecureForms in Zoho Vault

  Hey everyone, Let’s face it—asking someone to send over a password or other sensitive data is rarely straightforward. You wait. You nudge. You follow up once, twice—maybe more. And when the information finally arrives, it shows up in the worst possible

• Recent Topics

• Ask the Experts 27: Onboarding and managing support reps

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• Assign Meeting in records

  It would be nice to be able to "call and assing" meetings from a record, for example from a Deal. Right now - calendar is synced with CRM - meetings show in calendar - you can go in each meeting and assign it to a record It would be nice to be able to

• You have reached the maximum limit of bank accounts that can be connected to Zoho Books through token.

  I can no longer connect to my bank account to download transactions into Zoho Books. I egt the error message: "You have reached the maximum limit of bank accounts that can be connected to Zoho Books through token. To connect more accounts, write to us

• Sincronizar eventos de Bigin en Zoho Calendar (Zoho Mail)

  Hola Me gustaría poder sincronizar mi Calendario de Zoho (Mail) con los eventos de Bigin. No veo la opción disponible.

• Sales Receipts in UK Free tier

  Is Sales Receipts available in UK Books, specifically at the Free tier? None of the options from the help pages are available to me.

• Duplicate Leads Concerns with Round Robin and Lead Approval Process

  It is great to have the Duplicate Lead Approval Process, there are a few issues with the process that I would greatly appreciate taken consideration in enhancing. It appears that A Lead comes in Lead owner assigned by the Round Robin Check for Duplicate,

• My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.

  Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please

• How to see Statement Details Shown in Unclassified Transactions in All Transactions?

  All, The list of Unclassified Transactions show the Statement Details and Descriptions. What is the method to see that column in the All Transactions list? -Thanks!

• When I schedule calendar appointments in zoho and invite external emails, they do not receive invites

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• Migrate different zoho subscription to zoho one

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• Bigin use in hospital- Human Med or Veterinary

  I am looking for users who are in either human or veterinary medicine and use the CRM specifically for referral management tasks. Are you using the basic version? How many users update the CRM and is it effective? Did you pay for additional customizations?

• Questions Regarding Helpdesk & SalesIQ Customization and Email Setup

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• Internal Fillable Contract with Zoho Writer (Before Sending to Client)

  Hi everyone, I’m trying to automate the following process in Zoho CRM and would appreciate some guidance. Process: When a Deal moves to a specific stage, CRM triggers an automation. CRM sends a contract template to an internal team member so they can

• How to sync overtime from zoho people to zoho payroll

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• Standardize email communication with Signature Template

  Maintaining a consistent and professional signature across all outgoing emails is essential for any organization. However, when users manage their signatures individually, it often leads to inconsistencies like varying formats, missing designations, or

• CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

• How can I export all Deluge code across the application?

  I’m working on a application with multiple forms, reports, and HTML views, where Deluge scripts are used across workflows, field actions, and custom functions. Is there a way to export all Deluge scripts into a single file for easier search?

• Zoho Books: tax is not automatically pulled from product-data anymore - why?

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• Setting up property management in Zoho Books

  Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool

• Sync Attachments in Comments from Zoho Desk to Zoho Projects

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• Zoho Creator to GMAIL API Setup - Where Do I Begin?

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• Kiosk Page Refresh

  We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when

• How to call Functions and perform Write Operations using Page Scripts?

  Hi everyone, How to call a function from a Zoho Creator application within a Page Script, also how to perform write operations (adding or updating records) using page scripts?

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

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• Setting GC session variable programatically in a website

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• Ticket Merge Error

• sync two zoho crm

  Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.

• Introducing Rollup summary in Zoho CRM

  ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that

• Refresh frequency

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• Update application by uploading an updated DS file

  Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?

• Two-factor authentication (2FA) Log-in Problems

  The Two-factor authentication (2FA) Login on my passwords doesn't match , so it wont accept login I'm down to my last backup code.

• Re: Application Architecture in Zoho Creator — A Platform-Specific Deep Dive

  A recent community post on application architecture made some excellent points about planning architecture early in Zoho Creator projects. The core message is right — Creator applications have a habit of growing organically into maintenance nightmares,

• Remove my video

  Hi, How can I remove my video so that I don't have to see myself. It's weird so I always remove my own video from what I see but cannot find this feature here. Thanks!

• Client Script: Any plans to add support for multi-select field with onChange

  Client Script is fantastic and the documentation lists multiselect form fields as unsupported. Just wondering if there are any plans to make this a supported field. https://www.zoho.com/crm/developer/docs/client-script/client-script-events.html 2. Field

• Zoho Campaigns API endpoint for contact details

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• Feature Reqeust - Include MPN In Selectable FIelds

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• Experience effortless record management in CRM For Everyone with the all-new Grid View!

  Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and

• Windows Desktop Application for Bigin

  I'm finding the need for a standalone Bigin desktop app for Windows users. Most of my daily work is done through a browser, so I often have several open tabs while working with customers and checking product information, etc. With Bigin currently only

• Incoming email replies not automatically associating with Deals/Opportunities - Is this possible in Zoho CRM?

  Hello Zoho Community, I'm running a travel agency (B2B and B2C) and we've been struggling with what seems like a basic functionality that we cannot get to work properly. Our use case: We send emails to suppliers (hotels, transportation companies) and

• Set another Layout as Standard

  We created a few layouts and we want to set another one to standard:

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