Tip 9: How to word wrap content in notes to fit your window size.
Hi folks, I hope our previous tips have been useful to you. Today, we are back again with an easy hack that will help you to auto-adjust form notes to fit your browser window size. Add Notes Field is one of the most commonly used fields while creating forms. We use the Add Notes Field to either provide some instructions to the users filling the form or to display a disclaimer. Whatever may be the case, it is essential that we should be able to auto-adjust the content in the Add Notes field. To doImportant update on Group Management | Zoho Mail
Dear Zoho Mail Community, This post is to inform you all of the following updates on the Group Management in Zoho Mail. Group Member Addition: If a group member is added to an organization group in a Zoho Application, the member will be automatically【Zoho Projects】時間基準のワークフロールール
本投稿は、本社のZoho Desk コミュニティに投稿された以下の記事を翻訳したものです。 Time based workflow rules for projects and tasks ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 プロジェクト管理者は、タスクの締め切り管理、通知の送信、フォローアップなどに多くの時間を費やしています。 これらの作業を手動で行うと、負担が増すだけでなく、対応の遅れや漏れが発生する可能性もあります。 Zoho Projects のワークフロールール（時間基準の処理）は、こうした繰り返し行う作業を時間基準で自動化し、Free Webinar Alert! Building Your Brand: Solopreneur Tips to Use Zoho Mail
Hello Zoho Mail Community! We’re excited to invite you to an exclusive session: "Building Your Brand: Solopreneur Tips to Use Zoho Mail." In this webinar, we’ll explore how Zoho Mail helps solopreneurs create a professional brand with custom email domains,Tip 24: How to generate a file preview in a report without downloading it.
Hi folks, This month we will teach you how to preview a report file before sending it to someone or sending it for approval. While viewing reports in Zoho Creator, users cannot access or preview files uploaded through the File Upload field without downloading them. In this tip, we'll show you a way to do this. Key concept: The best way to achieve this function is to preview the uploaded file's content using the Add Note field in a stateless form (pop-up window) based on the record ID. Use case:Instantly refine your CRM dashboard using Filters and download underlying data – all in a few clicks!
Update: The enhancements mentioned in this post have been released to all users in all DCs. Hello everyone, Imagine you’re a sales manager overseeing multiple product lines across different regions. You're viewing your sales dashboard in Zoho CRM, whichView and manage your records in Calls, Events, Tasks, Contacts, and Accounts with Table View
Hello everyone, So far, Table View was available for the Tickets module; now, we have included it for the following modules as well: Calls Events Tasks Contacts Accounts Managing customer interactions and activities often requires navigating through multipleWeekly Tips: Zoho Mail's Email Signatures for a Professional Touch
We all may have noticed how much more polished an email looks when it is properly signed off, with title, contact info, or even a link to a website. Without it, the email can come across as incomplete or lacking professionalism. Whether you are sendingElevate email communications with Zia's Writing Assistant in Zoho CRM
Hello all, Zoho CRM now brings a comprehensive Writing Assistant powered by Zia, designed to help users write clear, concise, and polished texts, for sending emails in CRM. Why you need writing assistant Communicating effectively is critical in sales3/26(水)開催｜5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 3月開催のZoho ワークアウトについてお知らせします。 ※定員に達したため、受付を終了しました。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的としたイベントです。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、 Zoho Champion や、他の参加者と同じ空間で作業を行うことが可能です。【開催報告】東京 ユーザー交流会 2025/3/19 エキスパートユーザーがZoho サービス活用における基本から応用までのノウハウを伝授！(CRM / Marketing Automation)
皆さま、こんにちは。コミュニティチームの藤澤です。 3/19(水)に東京ユーザー交流会を開催しました。当日は22名のユーザーの皆さまにご参加いただきました。本投稿ではその様子をお届けします！ 当日の登壇資料などもこちらで共有しますので、参加できなかった皆さまもぜひご参照ください。 Zohoサービス活用事例セッション： Let's 活用！Zoho CRM レポート機能 2024年度のZoho Championである@松井 邦夫 さん（Zotion）にご登壇いただき、これまでのご経験をもとに「CRMのレポート機能」についてご解説いただきました。Get a realistic picture of your revenue with Forecast Adjustments in Zoho CRM
#crm25q1 Dear Customers, We hope you're doing well! Today, we're here with an important enhancement for business decision makers: forecast adjustments. Let's get straight to it! With technology on the rise and CX at its core, businesses are constantlyVerify email addresses to be eligible to use BCC dropbox
Dear Customers, We hope you're well! Zoho CRM allows various modes of email correspondences for various purposes. A user can integrate their email address with Zoho CRM using the IMAP/ POP3 protocols to sync their mailbox with the CRM, the admin can integrateEffortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in allGet Ready for In-Person Meetups Across Asia-Pacific this April 2025
Hello to our vibrant Asia-Pacific Community! We are thrilled to bring our Zoho Desk Experts to your cities! What's more special than meeting in person? This is your chance to: Connect directly with our experts Address your concerns firsthand DiscoverPausing WhatsApp Marketing Messages for US Numbers Starting April 1, 2025
Dear Marketers, Starting April 1, 2025, WhatsApp will temporarily pause the delivery of all marketing template messages to users with US phone numbers (+1 dialling code and US area codes). You can read more about it here. This new measure by Meta is aExpanding profile stitching to SMS and WhatsApp
Customers interact with brands across multiple touchpoints—emails, websites, social media, and messaging platforms. Without the right tools, these interactions remain fragmented, making it difficult to get a complete view of your audience. This is wherePost message to a channel using a simple one-line command!
Hi Everybody! This post is all about posting a message in a Channel using cURL, Wget and PowerShell. cURL is a light-weight, command interface used to transfer data to a server. The steps are pretty easy! The three most important points here are Generating an Auth token Get your Channel Unique Name Form your message as a JSON structure Generating an Auth token To use the 'Messaging API' you'll need Cliq's authentication token from Zoho Accounts. Generate an auth token by hitting the below-givenStrategy influencer in Zoho CRM now shows personalized prescriptions
Dear Customers, We hope you're well! We are here with an enhancement that will help add direction to your business' growth: Dynamic prescriptions for users. As you might know, Strategy influencer is an AI-powered dashboard that will prescribe strategiesA fresh interface and functionality improvements for Zoho CRM's data sharing settings
Data sharing is essential for maintaining proper access controls in your CRM. Whether you're setting default permissions or defining custom sharing rules, these settings determine how records are shared among users, roles, and groups. Previously, navigatingAnnouncing new features in Trident for macOS (v.1.6.0)
Hello everyone! Trident for macOS (v.1.6.0) is here with new features to elevate your workplace communication and productivity. Let's take a quick look at them. Create filters from emails . In addition to creating email filters from Mail Settings, youAnnouncing new features in Trident for macOS (v.1.14.0)
Hello everyone! Trident for macOS (v.1.14.0) is here with interesting features and enhancements to elevate your workplace communication. Let's take a quick look at them. Collaborate over audio and video meetings. You can now communicate with your team[Webinar] Simplifying healthcare document workflows with Zoho Writer
Is managing various document creation and management needs in the healthcare industry challenging for you? Are you ready to simplify document workflows? Join us on March 13, 2025, for a Zoho Writer webinar designed how to simplify healthcare documentImportant Update: WhatsApp Marketing Template Message Restrictions for US Numbers
Dear Zoho Forms Users, We want to keep you informed about an upcoming change in WhatsApp's marketing messaging policy that may impact your communication strategy. Starting April 1, 2025, Meta will temporarily pause the delivery of all marketing templateCreate, Manage and Publish on Pinterest from Zoho Social
Hey everyone, Pinterest is our newest addition to the list of social channels that can be integrated with Zoho Social. With over 444 million users, Pinterest is one of the popular channels that people use to get inspired, share their ideas with theMeta Restricts WhatsApp Marketing to U.S. numbers; Zoho Desk Limits Bulk & Mass Actions for Marketing Templates
Meta has always limited WhatsApp marketing messages based on user engagement with previously sent templates. Businesses may have repeatedly seen the error message “USER_MARKETING_TEMPLATE_LIMIT” when messages failed to deliver. Learn more about the restrictionIncident Report: Zoho Cliq Services Restored in the EU Region (March 19, 2025)
We received a report that the Zoho Cliq service in the EU region was down. It's been restored now. Our team is actively monitoring the issue, analyzing the root cause, and will share updates. Incident details: Date and Time: Mar 19, 2025, 11:44:24 AMAttention: Important updates to the payment gateway integrations
Greetings from the Zoho Bookings team! We have a few important updates to the payment gateway integrations that allow you to collect online payments for your appointments. The following payment gateways will be updated, and we encourage you to make theWeekly Tips: Categorize Your Emails with Tags
We send and receive hundreds of emails each week—ranging from work-related updates, personal messages, important documents, and even spam. With so many emails flooding your inbox, it can quickly become chaotic. Some emails are urgent, some are for reference,Zoho Sign's exclusive release notes for the life sciences module
Hey there, As you may already know, Zoho Sign rolls out frequent updates, including new features and enhancements, which are detailed on our release notes page. Through the life sciences module, we offer a package of validation documents for users requiringBigin Android and iOS app update: Push notification support for WhatsApp messages
Hello, everyone! We are excited to announce that we have now added support for push notifications on the Bigin mobile app for the incoming WhatsApp messages. You can stay on top of your conversations and never miss an important message from your customers.Power of Automation :: Preventing Infinite Loops in Zoho Projects - A Smart Approach to Task Workflow Automation
Hello Everyone, Today, we’re excited to share a smart solution to a common issue in Zoho Projects: Infinite loops caused by Task Workflow Rules and Custom Functions. Use Case: In a task layout, the two custom fields—Gross Rate (GR) and Net Rate (NR) —areFunction #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books
As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimatesFree webinar: Using Zoho Sign with Zoho Flow to streamline document workflows and signature collection
Hello, Do you find yourself constantly switching between different apps to simply get a document signed? Attend our free webinar to learn how you can streamline and automate this process by connecting Zoho Sign, our digital signature app, with other appsZUG Meetup 2025 - India: Meet Zoho Workplace Experts in your city and learn the smart ways to go digital.
ZUG Meetup 2025 - India Dear Zoho Mail Community, We're glad to announce that the Zoho User Group (ZUG) meetup is happening across 7 cities in India, this year. We will be travelling to these cities to meet you all in person and share our insights onProduct Updates in Zoho Workplace applications | Feb 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this February. Zoho Mail Group Tags for Shared Mailbox Within Shared Mailbox, Moderators can now create group tags, accessibleUsing Agent Email Address as From Address
Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage. Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions aboutExciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!
We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each underImplementing component filters and restoring deleted items in Zoho CRM analytics
Hello everyone, We're thrilled to announce two powerful enhancements to your Analytics Dashboard that will improve the way you visualize and manage your data: component filters and the option to view and recover recently deleted items. These improvementsBigin-Zoho Projects Integration
We're pleased to announce the Bigin-Zoho Projects integration, which enables you to manage client relationships and project tasks simultaneously in one system. With this integration, once you close a deal in Bigin, you can create a project in Zoho ProjectsNext Page
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Introducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (10/31)
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 10月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら（無料）：https://us02web.zoom.us/meeting/register/BGYTysOnSqa9LA9eY2IKww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的としたKnowledge base: The nitty-gritty of SEO tags
A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without directProvide a standard structure to your content using article templates
Hello everyone, When multiple writers work on different documents, maintaining a standard structure can be challenging as each of the writer follows a different writing style. However, when the structure, tone, and format of every document is different,Accessibility Spotlight Series - 1
Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespective
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Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the MeetingsIn arattai received message can't be deleted
The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a receivedIntroducing Zoho Creator's 2025 Release Projection 2
Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilitiesGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
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Accessibility Spotlight Series - 1
Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespectiveCustomize User Invites with Invitation Templates
Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align withFeature enhancement: Highlight rows based on a cell value
Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to drawDKIM Now Mandatory - Changes to Zoho Forms Email Policies
Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empoweringGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
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