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

• How do I setup the performance review module?

  I am pretty adept when it comes to learning software and I've set up quite a few Zoho Apps over the past 3 years.   But for the life of me, I can not figure out Zoho People performance reviews. I've figured out the "Organization" & LMS Modules, but the

• Recurring Addons

  Hi, I know you can set the pricing interval for addons to weekly, monthly and yearly & set it for one off or recurring, which these are fine as a base addon item. It really would be helpful if when creating a subscription when you add on the addon item

• Cancellation Fees

  Hi, It really would be good if Billing could take subscription management further with cancellations & being able to apply or set a cancellation fee for a plan that is either fixed or prorated. It is not uncommon in subscriptions for cancellation fees

• Allow agents to enable or disable feed notifications from certain departments

  Hello everyone, Agents who are part of multiple departments receive feed notifications frequently from across the departments. They may not be actively involved in performing every action in all departments. For example, an agent could be a part of both

• WorkDrive API returning empty response even after placing file in Team Folder

  Hi everyone, I am trying to fetch a file from Zoho WorkDrive using a Deluge standalone function in Zoho People. The API call executes successfully using a configured connection, but the response is coming back empty. I have verified the following: The

• Address Typeahead Extension for Zoho Books

  I installed the Address Typeahead extension for zoho books but when I went to configure it, it said that that version was deprecated. Is there a newer version somewhere?

• Transaction Rules & Customer Payments

  So I have a situation as follows. We have many clients who are all invoiced on the 1st of each month on a recurring invoice for 1 of 10 plans. This means that almost all payment dates are the same (some people pay late) and that a lot of the amounts are

• Can I Integrate ADP Payroll with Zoho Books?

  Hi, I am hoping that I can integrate ADP Payroll with Zoho Books so that I do not need to manually input the payroll journal entries. Is this possible? If so, how do I do that?

• Zoho Books | Product updates | February 2026

  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting

• Darshan Hiranandani : How many participants can join a Zoho Meeting at once?

  Hi everyone, I'm Darshan Hiranandani, trying to find out the maximum number of participants that can join a Zoho Meeting at once. Has anyone here used Zoho Meeting for larger groups and can share their experience or knowledge about the participant limit?

• Ask The Expert: Deep Dive into Zoho CRM, Desk, SalesIQ, and Campaigns!

  Are you using Zoho to power your sales, support, and marketing, and have questions about configuration, automation, or best practices? We have great news: the “Ask The Expert” session is coming to the Zoho Benelux Community! This session is specifically

• How to create a new Batch and update Stock via Inventory?

  Hi everyone, We are building an automation where a user enters batch details (Batch Number, Mfg Date, Expiry, and Quantity) into a Custom Module. I need this to trigger an API call to Zoho Inventory to: Create the new batch for the item. Increase the

• Zoho books Inventory valuation report VS Stock GL value

  At one client, we track inventory using composite (bundled) items, and in the system settings we have enabled the option to prevent stock from going below zero. After the year-end physical count and quantity adjustments, we identified a mismatch: Inventory

• Zoho Zoom extension for CRM

  When meetings are booked through Zoho using the Zoom extension, the Zoom link in the invite is a host start link that contains an expiring ZAK token. The invite should instead use a standard attendee join link or a non-expiring host link - why is this

• Stereo audio

  L.S. Is stereo audio supported in Zoho Meetings? I would like to conduct music lessons with Meetings, but the audio needs to be good (if not great!) and stereo, and not too much compressed and such.

• Zoho Surveys

  Dear Zoho Support Team, I hope this message finds you well. I am writing to inquire about the availability and documentation for the Zoho Survey API. Background: I am currently working on a project that requires programmatic access to survey data and

• Zoho FSM API Delete Record

  Hi FSM Team, It would be great if you could delete a record via API. Thank you,

• Writing SQL Queries - After Comma Auto Suggesting Column

  When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone

• New Enhancements to Zoho CRM and Zoho Creator Integration

  Hello Everyone, We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, This update also tightens access control by

• Desk API that can search Merged Tickets

  Is there any method that can still search a ticket that was already merged? zoho.desk.searchRecords - doesn't explicitly mention

• Issue with "Send Email" from Quotes not loading Email Template data

  Hi everyone, I'm currently experiencing an issue when using the "Send Email" option from a Quote record in Zoho CRM. What’s happening: When I go to the Quotes module and select a record, then click Send Email, the attached file (Quote) correctly pulls

• Suggestions for Improved Table Management and Dashboard Filter Controls in Zoho Analytics

  Dear Zoho Analytics Community, I hope you are doing well. I would like to share a few suggestions based on issues I am currently experiencing while working with visualizations and dashboards. Firstly, when I create a new visualization using the Sales-Order

• Zoho Projects and CRM Integration in Analytics

  Hi Team, In Zoho CRM, I’ve integrated CRM with Zoho Projects and associated a project within the CRM. The integration is visible under the Deals module. However, I’m unable to find this data in Zoho Analytics. Does anyone know where this information is

• Cursor lands on disabled fields when tabbing through forms

  As of yesterday, form behavior has changed w/ regard to disabled fields. Previously when tabbing through a form the cursor would skip over disable fields (as would typically be desired). But now the cursor is landing on all disabled fields, in all of

• Permission query

  we have two permission settings i.e 'user permission ' & 'portal user permission' and both have the same setting that we enable for our users, Now those who have access to user permission can see a button on the pivot table, "regenerate" but those who

• Zoho Forms sheet prefil

  I've been using zoho sheet prefill for a week and it was working perfectly, as soon as i deleted the particular sheet and replaced it with another one no matter what I do it cant find the record and i get this message. Could you please assist me to resolve

• "Create Deal" button should default to the currently selected layout/pipeline

  When viewing Deals in Kanban or List view with a specific layout and pipeline selected, clicking "Create Deal" should default to that same layout — not the profile's default layout. Currently it always opens the default layout regardless of context, requiring

• Zoho mail admin panel not opening

• Canvas: is it possible to have a fixed header?

  Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!

• Removing Related Modules Lookup Fields Assignment / Relationship

  Issue: When creating a related list, I accidently selected module itself creating a circle reference. See attached. Situation: I wish to relating a custom module called "Phone Calls" to Leads and Contacts. Outcome: 1) I either want to remove the this

• Zoho LandingPage pricing update: Essentials plan is now fully free!

  Hello Everyone, We have updated the Zoho LandingPage pricing structure. The Essentials plan, previously priced at $9 per month for 1,000 visitors, is now fully free, and the visitor limit has been increased to 5,000. With this change, users can start

• ZOHO.CRM.UI.Record.open not working properly

  I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",

• Zoho Survey – Page Skip Logic Not Working

  Hi everyone, I'm experiencing an issue with the page skip logic in Zoho Survey. Last week, it was working fine, and I haven’t changed anything in the settings. However, today the skip logic is not working at all. I also tried testing it with different

• Automatically create an Delivery Challan basis a Sales Order.

  Hi, I wanted to know if there is a possibility to automatically populate a Delivery Challan basis a Sales Order. Is it possible to do this with custom functions? If yes, how? 

• Zoho Form URL displays incorrect name

  Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have any

• Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

  Release update: 1. 2 March 2026: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. 2. 26 March 2026: CA, SA, AU, JP, CN DCs - Free, Standard, Professional, Enterprise, Ultimate, CRM

• Finding rhythm through poetry

  Poetry has long been a powerful form of expression, discovery, and reflection. For many, it is a way to pen down their thoughts and experiences. The "poetic license" allows writers to shape their words with rhythm and flow. This year, on World Poetry

• Zoho Desk Ticket SLA Level

  Hello, we have 2 levels of SLA escalation for our Tickets. Is there a way to display on the ticket information the level of SLA escalation the ticket currently on? I am aware that we can see in the ticket history the level of escalation that has been

• Allow Font Size 11 in Editors...

  That is basic functionality...

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  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。 3月27日(金)に東京、新橋で開催する「東京 Zoho ユーザー交流会 NEXUS」へのお申し込みがまだの方は、この機会にぜひお申し込みください！（参加無料） ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー イベントの詳細はこちらから▷▷ https://www.zohomeetups.com/tokyo2026vol1#/?affl=communityforumpost3 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー

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