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• Important update! Re-authentication mandated for sensitive admin operations in Admin Console.

  Dear Zoho Mail Community, Hope you're all doing good and staying safe! As we strive to provide you with better security for your business email needs, an additional measure has been taken to ensure more security to the sensitive Admin Operations performed

• Important announcement: IPv6 support in Inbound gateway

  Greetings from Zoho Mail team. We are happy to announce the support of IPv6 support for receiving emails in Zoho Mail. This post mainly addresses the admins who have configured inbound gateway for their organisation. As a part of the changes related to

• Administrators now have permissions to access the Subscription and Payment details.

  Hello everyone! Hope you are all staying safe during these trying times. To ensure that your organization's email service, the backbone of communication, does not get affected due to inadvertent negligence by the super administrator, we have made a few changes in our roles and permissions to handle subscription and renewal smoothly. Earlier, any organization's Subscription and Payment information in Zoho Mail could be accessed only by the organization's Super Administrator. Now, based on requests

• Move ahead from Docs to WorkDrive - WorkDrive is now available in all Workplace plans!

  Dear all,  We are glad to announce that WorkDrive is available across all the Workplace plans, with added storage and extensive team features.  Zoho WorkDrive is now available for all users, including those who subscribed before Zoho WorkDrive was introduced

• Announcement - Changes in Custom login page

  In continuation to our efforts in protecting your Zoho Mail account we have made a few changes in the custom login page. We are making some enhancements in the browser to server communication to make it more secure.  You may be aware of the most of the modern web browsers mandate certain security practices to showing the webpages as 'Secure'.  We are rolling out the security related enhancements ensure that our custom login page accessed only in https mode and the authentication is securely done

• Recent Topics

• Placing a condition before converting the LEAD

  Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using

• How to render either thumbnail_url or preview_url or preview_data_url

  I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!

• Zoho CRM mobile: Support for rich text in multi-line fields, Image upload field, and more

  Hello everyone, We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here's what's new: Rich text support for multi-line fields (iOS) Image upload field support (iOS and Android) Tool tip markdown (iOS) Rich text support

• More admin control over user profiles

  It's important for our company, and I'm sure many others, to keep our users inline with our branding and professional appearance. It would be useful for administrators to have more control over profile aspects such as: Profile image User names Email signatures

• Add QUOTE OWNER profile image to a Quote Template

  I can add their email address.. phone number, DOB. I need to add a users profile picture so when they assign a template to a quote they own it adds their picture to the cover page. I've tried hacking a solution together but there has to be an easier way.

• Email Integration - Zoho CRM - OAuth and IMAP

  Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

• Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

  Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

• Zoho CRM - Custom Views for Portal Users

  I'm looking for an option to customise custom views for portal users in CRM. It would be great if "portal user" was a permission on custom views.

• 【参加無料】10/17(金) 東京 ユーザ交流会 Vol.3 参加登録 受付開始！

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10/17(金)に、東京・新橋で「東京 ユーザー交流会 Vol.3」を開催します！ 今回のユーザー事例セッションのテーマは、「Zoho Flowを活用した他社の決済サービスとの連携事例」です。 さらに、Zoho Flowに限らず、Analytics や Campaigns などの多彩なZohoサービスの活用方法について、豊富なご経験をもとにご紹介いただきます。 また、Zoho社員セッションでは、Zoho CRMを活用して日々の営業業務を効率化する具体的な事例をお話しします。業界を問わず、幅広い方にご参考いただける内容となっています！

• Zoho Subform Workflows onAdd of Row

  Suppose I have a form with attached workflows onLoad. If I use the form as a subform, will it inherit the workflows or do I need to create new ones onAdd of row?

• Power of Automation :: Automatic removal of project users once the project status is changed.

  A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

• Zoho Meeting Plug compatibility with newer versions of Outlook

  Documentation states that the zoho meeting plug in for outlook is only compatible with versions up to Outlook 2019 What is available to users of more up to date versions of outlook/office 365?

• Getting Attachments in Zoho Desk via API

  Is there a way to get attachments into Zoho Desk via an API?      We have a process by which a zoho survey gets sent to the user as a link in a notification.    The survey has several upload fields where they can upload pdf documents.    I've created

• Introducing Zoho's own SMS gateway

  We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient way

• Embedding in Desk articles

  We would like to embed documents in our Desk articles. When we use an iframe for the embed, we get scrollbars and a frame border. Neither of those is acceptable. I've spoken with the Desk Support team about what we want and they tell me that it cannot

• Zoho Desk KB article embedded on another site.

  We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to

• Zoho CRM button to download images from image upload field

  Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not

• Mass Update Contacts In Zoho Campaigns

  Is there a way to mass update contacts in zoho campaigns? I want to be able to change the content of a field for a few hundred contacts, and can't go through all of them individually.

• report showing assignment type

  Hi, We've created a number of workflows to allow us to auto assign tickets to agents based on keywords and other criteria. I'm struggling to create a report that would show me what is the percentage of tickets that are assigned automatically via workflows

• Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team

  Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,

• Placeholders in Ticket Templates

  We should be able to use placeholders in ticket templates. When we create a new ticket, our description field is shown to the client in the email they receive.  It would be very handy to be able to personalize that description field in our ticket templates to pull in the name of the client that the ticket is for. Using them in the subject field as well, so we can auto populate Account Names, etc. 

• when the record is created the tag want to Show as Opportunity how i achive this using Deluge Script

  In the quotation i have the work flow schedule for create opportunity record in the module , on that time the quotation tag select as opportunity created. How i achive this using Deluge Script . this like i want to Do tag1 = Map(); tag1.put("name","Nurturing

• Delete a channel

  I need delete a channel in tickets.

• Copy / Duplicate Workflow

  I have workflows setup that are very similar to each other. We have a monitoring system watching servers, and all notifications - no matter what client it is about - will come from a  noreply@ address which is not very helpful in having it auto assigned to the right account. I have setup a workflow that will change the contact name of the ticket (currently it would say noreply@) to the correct customer which is based on the subject line, as that mentions which server the alert it is about. I need

• Edit Permission during and after approval?

  When a record is sent for approval Can a user request for edit permission from the approver? We don't want to give edit permissions for all the records under approval Only on a case-by-case basis How can we achieve this?

• Zoho Connections Desk API relative URL PATTERN_NOT_MATCHED

  While i am trying to do this: async function fetchTicketsFromDesk(timeFilter = 'current_month') { try { const response = await ZOHO.CRM.CONNECTION.invoke("desk_connection", { url: "/api/v1/tickets", method: "GET", }); const data = response.details ? JSON.parse(response.details)

• Messages not displayed from personal LinkedIn profile

  Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,

• Please Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps

  Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realize

• Apply transaction rules to multiple banks

  Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.

• Should I Use DMARC?

  When I configure Zoho Mail's DMARC settings, it's mandatory to fill in the RUA and RUF (Aggregate notification email address*, Forensic notification email address*) addresses. When we enter an email address in these fields, we receive reports from the

• Mail ToDo & Tasks Webhooks

  Our company uses Zoho ToDo inside Mail to manage our tasks. When I create a task and assign it to a team member it does not notify them unless I add a reminder via mail. I'm trying to create a webhook for when a task is created to send a cliq message

• What is Resolution Time in Business Hours

  HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance

• Create static subforms in Zoho CRM: streamline data entry with pre-defined values

  Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

• Can't upload attachments.

  I can't upload attachment in Zoho Mail.

• Tip #44 – Get Deeper Insights with Zoho Assist’s Custom Reports – ‘Insider Insights’

  In today’s fast-paced IT environment, having a clear view of your remote support activities is more important than ever. Zoho Assist’s Custom Reports feature gives IT teams the ability to generate tailored reports that provide actionable insights and

• Message "...does not support more than 100 distinct values..." WHY????

  I get this message on one of my reports: Sorry, Zoho Reports currently does not support more than 100 distinct values in columns. 'Account Name * Sum(Amount),Count(Amount Tier)' contains more than 100 distinct values.  Possibly, you can apply filter to reduce the number of distinct values in 'Account Name' or drop the 'Account Name' field in Rows. I want to list all ACCOUNT NAMES (about 500) with SALES BY ACCOUNT.  What is blocking this?

• Super Admin removal

  I brought a sub, and I gave the Super admin rights to a person who is no longer with us, so I need to change, and I need to make myself the Super admin

• Need Easy Way to Update Item Prices in Bulk

  Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices

• Let's Talk Recruit: Super-charge hiring with Zoho Recruit add-ons

  Welcome back to our Let’s Talk Recruit series! This time, we’re diving into something that might seem like a small upgrade but has a huge impact on recruiter productivity: Zoho Recruit add-ons. Think about how much of your day is spent in your inbox or

• Vendor Signatures Needed for Purchase Orders

  Hello everyone, We have a unique requirement that necessitates that Vendors & Suppliers formally acknowledge our Purchase Orders upon receipt. I was hoping that there would be an option to do so in Zoho Books, but that does not appear to be the case.

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