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                                                                • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

                                                                  With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find
                                                                • New in Zoho Chat: Threaded conversation at its finest best

                                                                  Perform effective team communication in Zoho Chat with our new 'Reply' option.   Converse and stay focussed on the parent conversation, rather than getting entangled in the web of several, never-ending sub threads.   To reply to a certain message, all you need to do is hover to the left hand side of the message. Then, click on the three dots to open a pop up menu. Here, click on the Reply button and type the reply to the message in the compose box and press Enter.   Voila, that was pretty simple. 
                                                                • Changes in Cliq iOS app notification due to iOS 13 and Xcode 11

                                                                  Hello everyone! With the iOS 13 update, Apple has updated its policy on usage of VoIP push notifications. Over the past few months, we tried our best to provide a similar experience with the updated policy.  Changes in iOS 13:  With iOS 13, Apple mandates all VoIP push notifications to be reported to the CallKit framework as a new call. If a VoIP push notification is not reported to the CallKit within a designated time window, iOS will terminate the app. If enough VoIP push notifications are not
                                                                • What's new in Zoho Cliq - June 2020 updates

                                                                  Hello again, everyone! I'm back to share with you the recent feature improvements and updates that we've pulled together for enhancing your experience in Cliq. Here's what's new this June for you all in Cliq's web and iOS app! New on Cliq Web: Drag and drop files to a chat in your left side panel   Now you can drag and drop attachments from your open conversation window to a specific chat or channel in the left side menu without opening it. Swift up actions and collaborate efficiently with Cliq's
                                                                • 4 Things You Should Do Once You Get Started with Cliq

                                                                  Hey there, new user!  You've successfully logged in and set up your organization and you're all set to start working. What's next? Buckle up because here are 4 essential things you need to do first in order to get the most out of your Cliq experience:   1. Invite your colleagues   Now that you've set up your Cliq for business, you need to bring in all your employees, of course, because how else can you collaborate with them?   To invite your colleagues to Cliq, head on over to the Admin Panel which


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                                                                                                                    • Recent Topics

                                                                                                                    • Bring more clarity to your blueprints with color-coded transitions

                                                                                                                      As your hiring processes evolve, blueprints naturally become more detailed. When multiple transitions connect different stages, it can take extra effort to identify approvals, rejections, reviews, and other actions at a glance. With this enhancement,
                                                                                                                    • 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:
                                                                                                                    • Create modules using natural language prompts

                                                                                                                      Hello all, We’ve introduced a new enhancement to Zia that allows you to create custom and team modules in Zoho CRM using plain language prompts. Why this enhancement? Creating a custom module traditionally involves multiple steps—choosing field types,
                                                                                                                    • Automatic Matching from Bank Statements / Feeds

                                                                                                                      Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
                                                                                                                    • How emojis shape customer conversations

                                                                                                                      World Emoji Day is celebrated on July 17. Did you know that this date was inspired by the 📅 calendar emoji, which shows July 17 on most platforms? What started as a detail in the emoji's design has turned into a global celebration of these tiny emoticons.
                                                                                                                    • 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
                                                                                                                    • Displayed sample tracking for multi branch setup.

                                                                                                                      We have multiple branches and one of the biggest challenges for us to be able to track if a particular item is in display or not. I am shooting in the dark but I am wondering if there is a solution for the following : Each product used for display is
                                                                                                                    • Using IMAP configuration for shared email inboxes

                                                                                                                      Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
                                                                                                                    • Introducing Bulk Attachment Download from List View

                                                                                                                      We're excited to introduce an update to attachment management in Zoho Recruit that lets you download attachments associated with selected records directly from the List View page of any module. How do I download attachments in bulk? You can now select
                                                                                                                    • Advanced Group Settings: Customize and manage your email groups in Zoho Mail

                                                                                                                      Email groups in your organization often require more than basic configurations to function effectively. With Zoho Mail's Advanced Group Settings, administrators can configure and manage policies, notifications, and more with greater precision. This gives
                                                                                                                    • "code":3001 ["Failed to update data."]

                                                                                                                      I would like to seek your expertise - I might be wrong on my approach also.. I highly appreciate your advice. 1 problem remains is when a new row was added on the existing one [from another form that trigger upon Successful form submission ], it gets
                                                                                                                    • 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),
                                                                                                                    • Workdrive on Android - Gallery Photo Backups

                                                                                                                      Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma
                                                                                                                    • Auto sync Photo storage

                                                                                                                      Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks
                                                                                                                    • List of Mail Merge Templates via Deluge

                                                                                                                      Hello, Is it possible to get a list of the mail merge templates I've created in CRM within a custom function? I want to retrieve them and put them in a dropdown list but all I get is a scopes error! Can anyone see where I'm going wrong? Is this even possible?
                                                                                                                    • Feature Request Improve parent-child relationship visibility

                                                                                                                      Hi team, The Parent-Child ticket feature is great, but I've struggled to see the relationship between tickets when using ticket list views. It would be a great quality of life enhancement for users if child tickets were nested under parent tickets in
                                                                                                                    • Displaying only unread tickets in ticket view

                                                                                                                      Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that
                                                                                                                    • Is there provision to charge the attendees to join the webinar?

                                                                                                                      We want to host some webinar of public interest and want to charge them to participate in this. Does this feature in-build in the application? Offcourse, we will be having Razor pay account activated for these purpose.
                                                                                                                    • Desktop app doesn't support notecards created on Android

                                                                                                                      Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
                                                                                                                    • Don't send customer email when creating a ticket

                                                                                                                      Hi Is there an easy way to stop the system sending an email to the customer when we manually create ticket.
                                                                                                                    • Connecting a contact with the deal + Emails not showing up under Deals

                                                                                                                      Hello. I have two problems. Im not sure if the problem is due to level of my subscription - Im on Proffessional plan. 1. I have a JotForm connected with ZohoCRM which automatically creates a contact and a new deal based on form submission. That is done
                                                                                                                    • Accessing GDPR Data Source metadata for workflows and Zoho Analytics

                                                                                                                      Hi everyone, We have GDPR compliance enabled in Zoho CRM, which has added the Data Source section within the Data Privacy tab for Leads and Contacts. This section shows useful information such as: Original creation source, for example Zoho Forms Form
                                                                                                                    • Tiktok

                                                                                                                      When will Tiktok be added to the Zoho Social Platform?
                                                                                                                    • Zoho Mail iOS app update: Spam Controls & Sender Verification

                                                                                                                      Hello everyone! We are excited to introduce spam control enhancements in the Zoho Mail iOS app update. Let's dive into what's new. Spam Alerts in Mail Preview : Mail preview now shows warning alerts for emails identified as potentially harmful, helping
                                                                                                                    • Mise à jour de Zoho Books – France

                                                                                                                      Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre
                                                                                                                    • Admin Logging in as another User

                                                                                                                      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
                                                                                                                    • Zoho Books API: Bulk update thousands of records using Node.js with OAuth refresh, retries and resume support

                                                                                                                      Hello everyone, During Zoho Books implementations, one common challenge is updating a large number of existing records. The current options are usually: Update records manually from the UI using Mass Update (with limited batch size). Update records one
                                                                                                                    • SalesIQ's Summer '26 Release: For The Moments That Matter

                                                                                                                      Every customer journey is made up of moments. The moment someone discovers your business. The moment they need help. The moment you decide to reach out. The moment a simple chat turns into something more. And the moments that continue long after the conversation
                                                                                                                    • CNIL - Suivi de Pixel

                                                                                                                      Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant
                                                                                                                    • Customer/Vendor Portal session duration - can it be extended?

                                                                                                                      Hi all, We'd like to know how long the login session lasts for the Customer/Vendor Portal in Zoho Books, and whether there's any way to extend it (either through settings or via support/API). Right now this is causing a pretty poor experience for our
                                                                                                                    • Accessible & Customizable User Governance in Zoho Projects!

                                                                                                                      As teams expand and collaborate with multiple external collaborators across projects, keeping control of user access to project data becomes a challenge. Mismanaged access can cause accidental or unauthorized edits, data leaks and lack of accountability.
                                                                                                                    • Bulk deleting Zoho CRM records using Deluge, COQL and CRM API

                                                                                                                      Hello everyone, During CRM implementations, data cleanup is a common task, especially after testing, migrations, imports, or integration development. The Zoho CRM UI allows deleting records in batches of 100, which is not practical when dealing with thousands
                                                                                                                    • CNIL - Suivi de Pixel

                                                                                                                      Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant
                                                                                                                    • How to View Part Inventory and Warehouse Location When Creating a Work Order in Zoho FSM

                                                                                                                      Hi everyone, We’re currently setting up Zoho FSM and would like to improve how our team selects parts when creating a Work Order. Right now, when we add a part or item to a Work Order, we can select it from our Zoho Inventory list but we don’t see any
                                                                                                                    • Zoho Sprints - Q2 Updates for 2026

                                                                                                                      Improve your agile project management experience with the newly released capabilities in Zoho Sprints. This quarter we've shipped a few new features and enhancements that are built around smarter planning and execution tools, tighter integrations, and
                                                                                                                    • Problem with currency field in Zoho CRM

                                                                                                                      Hi Guys Zoho Books has a feature in currency fields that automatically converts decimal numbers with commas ( , ) to period format ( . ) when pasting them. For example: R$ 2,50 --> R$ 2.50 Is this behavior available in Zoho CRM? I couldn't find any configuration
                                                                                                                    • Building extensions #5: Creating custom user interfaces using widgets

                                                                                                                      In our last post, we looked at connections and how they help build a seamless integration with an example. In this post, we'll explore creating widgets in Zoho Sprints and their benefits with a real-time example. Widgets What and where? Widgets are custom
                                                                                                                    • Images not saved in notes

                                                                                                                      Created noteboards and create a note, copy pasted the image, close the note and open again, image is not coming this same problem occurs in note on notebook I have attached the replication steps as video url to analyse it, and also attached the videos
                                                                                                                    • How to Change Notecard Color After It Is Created

                                                                                                                      I would like to change the color of a Notecard that already exists in my notebook. I can't for the life of me figure out how to do it. I don't see an option or color picker anywhere.
                                                                                                                    • Cannot export Zoho Notebook data nor search via MCP (GDPR)

                                                                                                                      Hi, I'm using Zoho Notebook for a few years now. Not as my main notetaking app, but for specific usecases I did find it handy. Now I want to export all my data. Preferably all notes in html format with metadata like note title, included images and parent
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