Weekly Tips : Customize your Compose for a smoother workflow

• Topic Participants

• Sania Sultana H

  

• Aashok Kumar Sharma

  

• Sticky Posts

• Weekly Tips : Save Time with Saved Search

  Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you

• Weekly Tips: Protect Confidential Information with PGP in Zoho Mail

  We deal with confidential information almost every day, whether it is being sent out or received. Though emails sent using Zoho Mail are encrypted both during transit and at rest, attempts to access and steal your sensitive data are always a threat that

• Get Holiday ready with Zoho Mail's Templates

  As the holiday season approaches, it’s time to step away from work and unwind. You may not be able to respond to every email or send individual messages to wish everyone holidays greetings—but It is still important to stay connected. How do you send thoughtful

• Weekly Tips: Secure your attachment downloads with Zoho Mail

  Safety is one of our main concerns, whether it’s about device security or online protection. We use tools like fingerprint scanners, facial recognition, and two-factor authentication to keep our devices and email accounts secure. We use methods like OTP

• Get Holiday ready with Zoho Mail's Offline mode

  With the holiday season right around the corner, this is the perfect time to get ready to unplug, relax, and enjoy a well-deserved break. In addition to preparing yourself, you can also make sure your organization members are set for their time away from

• Recent Topics

• Editing Item Group to add Image

  I did not have the image of the product when the Item Group was created. Now I have the product image, and would like to associate/add to the Item Group. However the Item Group Edit functionality does not show/allow adding/changing image. Please hel

• Zoho CRM Queries Now Support Databases and Cloud Data Sources

  Hello everyone! We're thrilled to announce a major enhancement to the Queries feature in Zoho CRM! Queries now support a broader range of external data sources, allowing you to fetch live data and combine it with CRM records, all using a unified query

• 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,

• Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines

  Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File

• Introducing a smarter, faster, and more flexible charting experience

  Hello Zoho Sheet users, We're delighted to share the latest news about a major update to charts in Zoho Sheet! The new version supports dynamic data ranges, granular styling options, faster loading, and other interesting enhancements that allow you to

• Zoho Bookings - Feature Request - Services Which Include A Resource and Consultant

  Hi Bookings Team, My feature request is to have the ability to add Consultants and Resources to Services. Use case: Your business provides first aid training and there are certain equpment you require to provide the half day training. There are only specific

• 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

• 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.

• 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

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

  Hello, We have recently transitioned to zoho and are having a problem with the calendar feature. When we schedule new calendar appointments in zoho the invite emails aren't being sent to the external users that we list in participants. However, this works

• Migrate different zoho subscription to zoho one

  Dear We have different zoho subscription we need to migrate it to zoho one. Currently we are paying for zoho email, zoho expense, zoho payroll etc under different admin We need to move it too zoho one flexlible plan for all my employees

• 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?

• How to sync overtime from zoho people to zoho payroll

  Hi everyone, I’m currently setting up Zoho People with Zoho Payroll. While configuring the sync, I noticed I can only fetch Employee Profiles, LOP (Loss of Pay), and enable the Employee Portal. I can’t seem to find a way to automatically pull Overtime

• 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

• 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?

  Hi, until a short time ago, you could set a default taxrate for each product/item. This taxrate automatically appeared each time the item was chosen in an invoice or quote. Why does this not work anymore? The field is still there at the product record,

• 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

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

  Does anyone know how to connect Zoho Creator to Google Workspace (Specifically GMAIL?) We have FLOW setup and working fine to send emails via GMAIL, but Flow doesn't accept file attachments which is a major problem. So, we need to be able to send an email

• 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

• Setting GC session variable programatically in a website

  Hi! Is there a way now to programatically set session variables from a website for a Guided Conversations? The current available methods are dependent on react-native.

• Ticket Merge Error

• Refresh frequency

  Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but

• 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.

• 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

  there is some REST API support for Zoho Campaigns, however, I am not able to find an endpoint for "get contact details".  in particular, I'd like to access contact's subscription status and also their topic. ideally there is all profile available including

• Feature Reqeust - Include MPN In Selectable FIelds

  I have noticed that the MPN is not available to show in the list view of Items. Please consider adding it as EAN, UPC and ISBN are all available, so it doesn't make much sense to exclude this similar option. Thanks for considering my feedback.

• 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

• Set another Layout as Standard

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

• Salesforceに添付ファイルを格納したい

  お世話になっております。 Salesforceに添付ファイルを格納したく、カスタムオブジェクトに連携し、 「ファイルのアップロード」項目を設けました。 実際、エラーもなく送信出来たのですが、実際生成されたカスタムオブジェクトのレコードを見ると、どこにも添付ファイルがありません。仕様として、この添付ファイルはSalesforceのどこに格納されるのでしょうか？ 今回作りたいフォームは、複数の書類を添付するため、Zohoformのファイルアップロード項目「本人確認書類」「源泉徴収票」などの項目を、Salesforce側にも設けた「本人確認書類」「源泉徴収票」という各項目にURLリンクとして紐づけたいと思っておりました。

• Knowledge Base article lists

  Is it possible to adjust the number of articles that are visible under a category of the Knowledge Base portal? Currently it looks like by default it populates about 5 articles before it puts the "more" option at the bottom. Looking to see if I can extend

• Discrepancy in Contracts with Fields list/Layout

  The Support Plan field on the layout isn't in the fields list. What am I missing?

• Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

  I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very

• Migrating all workflows to another Zoho account

  We are going to transfer into another company, and we are going to get new emails and new Zoho accounts. Is there a way to migrate (or save in some sort of external file) all presets and settings that we have on this account? That includes primarily workflows,

• Edit The Newsletter

  There doesn't seem to be the ability add a title and a caption below the button. Can this be done?

• Additional Address - Company Name

  It would be very helpful to have a "Company Name" field in the Additional Address shipping section.  In a situation where you drop-ship orders to a different address or different company entirely, it may be necessary to list the company name of the receiver. I understand that the Attention field can be used for that purpose, but that's not really the intended purpose of that field.

• Unable to Delete Items – No Visible Transactions but Error “Items which are a part of other transactions cannot be deleted…”

  Hello Community, We are using Zoho Inventory for our business and encountered a persistent issue that is preventing us from deleting certain items. The message shown is: “Items which are a part of other transactions cannot be deleted. Instead, mark them

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