Recent Topics
'Pinned' notes feature of a pipeline record
Hi team, Could you please implement a feature which will allow users to pin different notes so that they will appear at the very top of the notes tab in a pipeline record. Sometimes we have a wide range of notes on a record which means more important
Associate emails from both primary and secondary contacts to deal
We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks
Custom Button Creation from Layout Editor in Zoho CRM
Hello All, Buttons in Zoho CRM act as triggers that perform a specific action when clicked. Zoho CRM includes a set of system buttons that help you carry out common actions with a single click. Beyond these, your organization can create custom buttons
#PitStop3: Share & Collect Payment using Zoho Invoice
We have reached another milestone in our journey. Post #15 to #20 weren't just about sharing invoices, they were about building a payment workflow that works for you, your customers and your business. Here's a quick wrap of what we covered in this segment:
Suggestions for Improving the Deluge Development Experience
Hello, I would like to share some ideas that could significantly improve the Deluge development experience, especially for partners and developers building larger solutions across the Zoho ecosystem. Some key areas that would add a lot of value: Deluge
Enhancement announcement: Mitigate mailbox clutter using the new field: "Sync emails from"
Dear Customers, We hope you're well! We are here with a minor enhancement in email integration in Zoho CRM. Emails have become the primary mode of communication these days. Because of which mailboxes are getting overly cluttered day after day. To help
Zoho CRM Sandbox now supports integrations
Hello everyone, We are now expanding Zoho CRM Sandbox to support integrations with other Zoho products. You can connect, configure, and validate the behavior of your integrated tools within a safe, isolated environment - testing end-to-end without touching
Building Toppings #8 - Using widgets to extend the Bigin UI
Hello Biginners, In our previous forum post, we explored schedules and workflow functions and learned how to automate real-time and time-based actions inside a topping. In this post we'll look at how to embed custom UI components inside Bigin using widgets.
Tip #81 – Turn every session into a story with Session Highlights – 'Insider Insights'
Hello Zoho Assist Community! Picture this: your team wraps up dozens of remote support sessions every week. Each one involved troubleshooting, tools, fixes, and back-and-forth with customers. But when it's time to review what actually happened across
Zoho CRM APIs
Hello, I think as a developer, it is very important to have the ability to manage, develop, and execute functions directly from my local development environment (for example, VS Code). Zoho CRM should have a way to create, deploy, and manage functions
🎙️ Ask The Experts: Get Your Bigin Questions Answered Live
We've seen so many thoughtful questions from our #BiginnersClub community over the years. While we're always happy to help here, we're excited to introduce a new way for you to connect with us directly. Join us for Ask The Experts, a one-hour live fireside
Postcode problems
So we were very pleased to see we could limit shipping with postcodes. Brilliant. Unfortunately we have discovered It does not seem fit for purpose. In the UK we write postcodes in various ways Examples BH217NL BH21 7NL Bh217nl bh217NL and many more ways
Certain items certain shipping
Me again it would be helpful to have different shipping for different categories. Our example are salt. Delivery is free but have a minimum delivery. Pickup is cheaper so it has its own category- pickup.
Cookies Consent Management in Webforms
Hello Everyone! We are excited to introduce Cookie Consent Management for webforms. Read on to learn more. Webforms are online forms embedded on websites that allow users to submit data and create records in Zoho CRM. These forms utilize cookies to track
Payment links in Bigin just got supercharged
Greetings, We're happy to announce major enhancements to the Payments feature in Bigin. As you may already know, Bigin supports Payments integration, which enables you to create and send payment links directly from Bigin to your customers. It also allows
Disable Spam filter
Hi Support Team, Please disable spam filter for https://desk.zoho.in/support/keboli. Some spam ticket ids: #102, #103, #104
I just signed up
Hi, I have just signed up for the domain griffithcgenterprises.com. I would like to make two adjustments: If possible, I would prefer a 5 GB hosting/email plan instead of the current 10 GB option, as I believe that should be sufficient for my needs at
History tab stuck loading indefinitely on Android (v2.22.0)
History tab stuck loading indefinitely on Android (v2.22.0) — server returns 500 on visitorhistoryviews Hi all, I'm running into an issue where the History tab in the SalesIQ Android app (v2.22.0) never loads — it just spins indefinitely. Screenshots
Não consigo enviar e receber e-mail
Estou tendo problema de envio e recebimento de e-mail (meu e-mail é ands....lisi.com.br) Esta mensagem foi criada automaticamente pelo software de entrega de e-mails. Uma mensagem que você enviou não pôde ser entregue a um ou mais destinatários. Este
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Opening two notes at once in the Mac app
Just like the title says - I want two notes open the same time on my Mac Air. AI search seems to think I have the option to open one window, then click on a second one. But of course if one window is open I can't see the others. It also recommended using
Introducing the Employee Portal for internal job posting
Employee referrals and internal applications are one of the most trusted hiring channels. But in many organizations, employees only hear about openings through messages, word of mouth, or after the role has already been open for a while. When employees
Department Customization Copy/Paste
Hello! I love the new customization of the layouts, rules and templates! However, we have several "departments" that operate similar and as I'm updating either ticket layout or workflow rules, I'm finding that I have to do it in each department. I would
How do you import mail from Thunderbird into ZOHO mail
Hi, We have Thunderbird on our Apple Macs and want to transfer the emails from this to our shiny new Zoho mail account. I know using Outlook on a PC you can zip the .eml files up and upload them into specific folders on your ZOHO mail account using this form: mail.zoho.com/mail/jsp/importFolder.jsp However as Thunderbird use mbox files I'm not sure how to do it. Can anyone let me know if they have migrated mail from Thunderbird to Zoho mail and how they did it. I have many folders and emails to transfer
How to Open .mbox file in Gmail with Attachments?
Gmail offer users to backup INBOX folder in .mbox file format via Google Takeout Feature. Howver there is no such option to Restore Gmail MBOX. Thus I would like to suggest you to choose an alternate approach i.e. MBOX to Gmail Wizard. This utility will open .mbox file in Gmail with attachments. Steps to open MBOX file in Gmail are; Run MBOX to Gmail Wizard Click Add File and add .mbox file. Enter your Gmail login credentials. Click Convert button. Finished! This is how you can open MBOX file in
Poor Zoho Support
Been trying to reach support via telephone and email. The support has always been slow to respond but now its been two weeks without a return call. I have even sent them screen shots of the problem I've having with no results. Is anyone had the same problem.
Desk Contact Name > split to First and Last name
I am new to Zoho and while setting up the Desk and Help Center, I saw that new tickets created or submitted from the Help Center used the Contact Name field. This would create a new Contact but put the person's name in the Last Name field only. The First
SalesIQ operators will not receive any messages if customers do not answer the Pre-Chat questions in Flow Controls.
Hi Zoho SalesIQ Team, I am reaching out to report a issue regarding the Brands > Flow Controls SalesIQ operators will not receive any messages if customers do not answer the Pre-Chat questions in Flow Controls and continue sending messages without completing
Add Comprehensive Accessibility Features to Zoho Writer
Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current
Copying a Document with its Citations
When I copy a document that contains citations using File>Make a Copy from the document's menu the text copies but the citations do not (according to Google they should). Is this the correct way to make a complete copy of a document with its citations
Bing ads integration and tracking
Hi, Is there any way to track Bing ads in the same way that we are able to track google adwords? It is important for us to be able to determine the conversion rate of our Bing ads. If this is not possible now, will this feature be added in the future?
#20 Your Business Shouldn't Stop Just Because You Do
Imagine you are on a well-deserved vacation. Your clients are expecting invoices at the beginning of the month, recurring customers are due for billing, and payments are still coming in. Do you carry your laptop everywhere, hoping you don't miss a billing
Marketing Tip #26: Optimize product images for SEO
Product images can do more than make your store look good. They can also help customers discover your products through search. Since search engines can’t "see" images, they rely on text signals to understand what an image is about. Two small actions make
Automation Series: Mandatory Time Logging Before Task Closure
In a project, when users work on multiple tasks simultaneously, they track time in different ways, either by starting a timer or by adding a time log. Sometimes users may forget to add time, which can lead to discrepancies in the timesheet. When timesheets
Is there a way to show contact emails in the Account?
I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
Zoho CRM gets a new email compose and lot more
Dear Customers, [UPDATE October 21, 2021: We have started opening these features to some of the customers already. And, it will be available to all the customers before November 2nd Week, 2021. Sorry for the delay caused] [UPDATE February 21, 2022:
CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
Introducing document visibility in Zoho Sign
Hello! Complex document workflows often involve multiple stakeholders with different roles. Sending a separate envelope to every person is time consuming and can lead to administrative bottlenecks. With Zoho Sign's document visibility feature, you can
Sent email stuck on processing
My sent emails are stuck on processing, whats going on?
[Webinar] What's new in Zoho Analytics: Q2 2026
Hey data lovers! Our What's New webinar series is bringing you another lineup of exciting features and product enhancements from the past quarter, all designed to help you get more out of your analytics. Get an inside look at new data connectors, Zoho
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