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                                                              • Zoho Recruit Community Meetup - London 🇬🇧

                                                                Hello Recruiters! We’re excited to announce that the Zoho Recruit team is coming to the UK for an in-person Zoho User Group (ZUG) Meetup in London! This is your chance to connect with fellow Zoho users, learn from experts, and walk away with actionable
                                                              • An update to improve email delivery | Email Authentication & Relay

                                                                Update Rollout Latest Update: Enterprise users (8th July, 2025) This update is now live for Enterprise plan users in all regions. This includes People Plus, but not Zoho One, which will be covered in an upcoming update. Professional users (31st May 2025)
                                                              • Zoho Recruit User Group Meet-up | INDIA 2025 (Venue Finalised)

                                                                Hello Zoho Recruit users from India, We’re pleased and excited to announce our 2025 edition of Zoho user group meet-up in India in five cities! In this meet-up, our team of experts will help you understand the intricate nuances to use Zoho Recruit better,
                                                              • Zoho Recruit is coming to the UK | Zoho Community Learning Series

                                                                Customers from the United Kingdom, Exciting news: We will be in London for the Zoho Recruit user meet up. Our team will help you better understand the intricate nuances of Zoho Recruit to help you hire faster, inform about new and upcoming features, and
                                                              • Ask the experts - A live Q & A discussion on Zoho Recruit

                                                                We are delighted to come back with another edition of Ask the Experts community series. This edition, we'll be focusing on everything about Zoho Recruit. The topics will focus on the features that are used/asked by the majority of users and also based


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                                                                                                                • Recent Topics

                                                                                                                • Linking fields from different modules

                                                                                                                  is it possible to have fields from 2 different modules linked together?  For example, within our opportunity module we have an account field.  Can we create a new module that is linked to the opportunity module with the account field?  So when the account field is updated in the opportunity module, it also gets updated in the new module?
                                                                                                                • Detect previously signed PDF in package

                                                                                                                  When you include a previously signed PDF document in a package, if that document had text tags in it, Zoho Sign will add new signature fields on top of the real signatures. That should be a disfavored action for two reasons: (1) it's almost never going
                                                                                                                • Boost your productivity :: Scheduled Time Log Reports

                                                                                                                  Hello Everyone, In this series of power of Automation, I would like to highlight a handy automation feature designed to make our life easier - Schedule export for time logs. With this feature, we can automate the export and delivery of timesheet reports
                                                                                                                • My mobile phone marked as spam

                                                                                                                  Hi there, I attempted to add my mobile phone, from Canada, to the settings under my Zoho vault account. An alert came up saying it is marked as spam when it is definitely not spam. What do you suggest I do next? Thanks so much!
                                                                                                                • Tip #5: Setting access rights at the subfolder level

                                                                                                                  Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series useful. For today's tip, we'll teach you how to assign higher subfolder permissions to Team Folder members. Team Folders helps you avoid the drawbacks of traditional file sharing.
                                                                                                                • Automatically charge tax on shipping

                                                                                                                  When we do a quote we charge tax on the subtotal cost, but when I put in shipping I have to manually select a tax amount. How do I have it automatically apply tax to the shipping as well? I have provided a screenshot that shows I have to manually do this.
                                                                                                                • What's New in Zoho Books - July 2024

                                                                                                                  Hello users, We are back with a bunch of new features and enhancements this month to make your accounting experience seamless. Keep reading to learn more about them. Explore An Enhanced Reports Module We've streamlined the Reports page to increase efficiency
                                                                                                                • Client Script - getBlueprintTransitions returns array of empty objects

                                                                                                                  Just like the title says, when I'm getting the Blueprint transitions via client script, the function returns an array of empty objects. It does correctly get the number of blueprint transitions on the page, however all the objects are completely empty.
                                                                                                                • merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory

                                                                                                                  HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .
                                                                                                                • Help Updating form

                                                                                                                  I have a visitor management app, the visitor checks themself in at reception. Admin can see a report of all visitors onsite. When the visitor leaves, another form is used by the employee they are visiting to confirm they have left site. How can I make
                                                                                                                • How to find (total) profits per item in Zoho inventory or Zoho Books

                                                                                                                  Hi, I would like to find out how to generate a report that has Item/ Cost Price/Sales Price (total)/Profit (total)/Margin The current sales reports has the total qty sold and the sales price but does not show the profits. Can i check how to do it? Similar
                                                                                                                • How to create a not payed yet transaction for a vendor

                                                                                                                  I want to create a transaction for a vendor, similarly as I do it for customers, but I can't do it. Basically, I receive an invoice from a vendor, I want to register it as not paid, being able to mark them then as approved, and when the due date arrives,
                                                                                                                • Workdrive Data Template & Viewing Document

                                                                                                                  Hello! Dipping my toe in Data Templates so I can better "tag" client files and assign properties for workflow, file renaming, automated filing/forwarding, and searching. (and other) I have a couple of Data Templated created and see where I can assign
                                                                                                                • LinkedIn posting Admin

                                                                                                                  Zoho will not publish my posts to LinkedIn claiming I am not an admin on the page, but I am a super admin on the page. It makes no sense.
                                                                                                                • Uploaded Videos not processing

                                                                                                                  We are unable to attach videos. When the file is uploaded, it gets stuck at 100% and the ATTACH button is not clickable. My assistant in the Philippines experienced the same issue. I am in California.
                                                                                                                • Item Search

                                                                                                                  Hi there,  any plans to enhance the item search function,  to include searching also the item description,  when doing estimates and invoices?  Thanks! 
                                                                                                                • [UI Update] Mandating New UI for all Zoho Analytics Users

                                                                                                                  Dear Users, We’re pleased to share that the new and improved Zoho Analytics 6.0 user interface has already been embraced by many users, delivering a faster, cleaner, and more efficient experience. For the Zoho Analytics users who are still using the old
                                                                                                                • Button Deluge not working

                                                                                                                  Please let me know if I need to post this somewhere else - this is my first time using the forums. I am attempting to build a button with a function that uses a multi-select lookup to build a list of interested buyers for properties based on the zip code
                                                                                                                • Automate PAYMENT RECEIVED email

                                                                                                                  In BOOKS - how do I make it automatically send a Payment Received, Thank you email to my Customer when I match a transaction to an Invoice (thereby making it PAID)? Thank you for your help.
                                                                                                                • maximum limitation of COQL API

                                                                                                                  from this documentation it said: You can retrieve a maximum of 1,00,000 records in multiple API calls per unique criteria. f you want to retrieve more than 1,00,000 records, use the Bulk Read API. my questions are 1. what is per unique criteria here?
                                                                                                                • File upload in Workdrive

                                                                                                                  I am trying to get all the files and folders from dropbox to Workdrive with same folder structure. Can someone help me with which actions should I choose?
                                                                                                                • I want to create an assessment with a value being greater than other value

                                                                                                                  I’m building an assessment form in Zoho Forms that includes multiple sections (or categories), each with 4 dropdown questions. Each answer is assigned a numerical value (from 1 to 5), and I use formula fields to calculate a total score per category. My
                                                                                                                • Post announcement / message on home or dashboard screen

                                                                                                                  I would like to post company announcements/messages on the Home Screen of our users. What is the best way to do this?
                                                                                                                • Can you sync CRM contacts to TeamInbox?

                                                                                                                  Can you sync CRM contacts to TeamInbox? Or at least upload them? From what I can see, you have to enter them manually one at a time.
                                                                                                                • Displaying Notes/Description Columns in "All Expense" showing Tabs

                                                                                                                  It's surprising to see there is no option to view description columns in tab showing all expenses. There are provisions for Reference# and Status, but why not the description/notes. Please Add. Thank You.
                                                                                                                • CRM is shut down.

                                                                                                                  Weekly Issue. Every button is shut down. Record cannot be saved. Stability is a joke.
                                                                                                                • How to change back to the old version in zoho support

                                                                                                                  Please let me know how to change it back to the old version. The new version is too slow and hard to manipulate. 
                                                                                                                • Cant set required field

                                                                                                                  When trying to set a field as "required" - it is coming up with an error which states it is not "read/write" and to change this to allow the area to be mandatory - however it IS read/write for ALL users and profiles? Please can someone advise?
                                                                                                                • Digest Maart 2025 - Een terugblik op de Zoho Community van Maart

                                                                                                                  Beste Zoho Benelux Community, Het eerste kwartaal is voorbij en we beginnen met frisse energie aan het tweede kwartaal van het jaar! De afgelopen maanden heeft Zoho niet stilgezeten en we hebben een aantal spannende updates, nieuwe productlanceringen
                                                                                                                • Dashboard tabs - last month relative

                                                                                                                  Hello, On my dashboard, it has "last month relative" under some tabs such as deals created, for example, highlighting if it has increased or decreased from last month. Is it possible to add this feature onto the other tabs? There are a handful which don't
                                                                                                                • Zoho Books: Please ensure that the "description" has less than 100 characters.

                                                                                                                  I have this code written to convert Quote into an invoice and keep getting an error even while saving the code. Error: Please ensure that the "description" has less than 100 characters. // Replace with your actual organization ID and connection name org_id
                                                                                                                • An edit in Sheets is not being updated in CRM

                                                                                                                  An edit in Sheets is not being updated in CRM. Does the Sheet need to be manually re-imported?
                                                                                                                • Tip of the week #50- Access Zoho WorkDrive from your inboxes !

                                                                                                                  Zoho WorkDrive is a secure online platform for teams to store, manage, and collaborate on content. Use the Zoho WorkDrive extension for Zoho TeamInbox to easily access and attach files from your shared mailbox. The files in Zoho WorkDrive can be accessed
                                                                                                                • Custom fields wont add options

                                                                                                                  I've got a custom field in my projects template. Im trying to add another option but it wont let me. Is there a limit to how many options can be added?
                                                                                                                • Zoho Books | Product Updates | March 2025

                                                                                                                  Hello users, We have rolled out new updates in Zoho Books to enhance your accounting experience. These include the ability to create workflow rules for manual journals and Multi-Factor Authentication (MFA) for customer and vendor portals. Explore these
                                                                                                                • Sorting task lists name

                                                                                                                  Could you please make the the task lists' name in move task function be alphabetically sorted? Thanks, -Jale
                                                                                                                • invite Guest has disappeared

                                                                                                                  hi It was there yesterday. I can not see a reason. Not other other than below.
                                                                                                                • Recording overpayment?

                                                                                                                  So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?
                                                                                                                • Customer Statement Template

                                                                                                                  Hi. how can i add order number "customer LPO number" in the customer statement. regards
                                                                                                                • How to shuffle the questions or Random sample a few questions from a question base?

                                                                                                                  I have a large number of questions (> 100), so I want each respondent to do just 5 or 6 of them, but I must need shuffling questions or random sampling from questions. Do Zoho form have this feature?
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