Edit Subject Line for Reply and Forward

Edit Subject Line for Reply and Forward

Is there a way to edit the subject line when you are sending a reply or a forward?

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                                                        • Sticky Posts

                                                        • Using 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 about

                                                        • Edit and Delete options in Comments

                                                          A lot of teams have been using ticket comments extensively to collaborate everyday. Notification Center further improved this experience by bringing real-time updates. As we continue to build more improvements to this experience, we've shipped a small-yet-important

                                                        • Webinar 2: Supercharged customer support for growing business

                                                          Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you:  Understand your customers better and their journeys to proactively support and engage them even before they ask for help.  Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer service

                                                        • Customize Colors of your Customer Self Service Portal

                                                          You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme.  Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, Green

                                                        • 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

                                                          In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email


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                                                                                                        • Recent Topics

                                                                                                        • Extract Archived Projects using Zoho Projects API

                                                                                                          In my organization we archive the projects when they are already completed, charged, invoiced, so that only those that are still pending process remain active. I need to access all projects (active and archived) from an external system, but the API v3

                                                                                                        • Email for customer to provide payment information

                                                                                                          Is there a way for customers when you set up a subscription to get an email that prompts them to put in their billing information to start their subscription? Also, can you show the subscription in their portal?

                                                                                                        • Unable to display field label from a hidden Single Line Textbox in Description

                                                                                                          Hi folks, I'm unable to display my hidden field, e.g. ${zf:SingleLine4} , in my description. I'm pre-filling this hidden Single Line Text box via "Field Alias - Pre-fill URL" settings. I noticed that my decimal form fields work, e.g. ${zf:Decimal}, and

                                                                                                        • Zoho Books | Product updates | July 2025

                                                                                                          Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in Zoho

                                                                                                        • transforming 1D tables to 2D and the other way round

                                                                                                          Does Dataprep have tools to convert 1D tables to 2D tables and the other way round? The actions that are commonly called "pivot" and "melt". What I mean is transitioning between these two kinds of table: 2D id ____ name ____ surname ____ age 00 ____ Matt

                                                                                                        • More context, fewer tabs: View lookup modules' data within a CRM Canvas page

                                                                                                          Hello everyone, How often do your users juggle multiple browser tabs just to piece together the full context of a record? This update can make their lives easier. You can now add lookup modules' fields to a Canvas detail view page and a Canvas list view

                                                                                                        • Lookup fields

                                                                                                          Is there any way to add Lookup fields to Zoho FSM -- I do not see the option but I see default lookup fields in different modules

                                                                                                        • Zoho Analytics - Bill Table

                                                                                                          Hi I am new to Zoho and mainly work in Books. Recently learned of Zoho Analytics and am exploring it to create reports that would be useful for me. For example, I want to create a bills cash forecast by week for cash flow planning. When I start to create

                                                                                                        • Sudden Layout Issue After Last CSS Update for ZML (Temporary Fix Inside)

                                                                                                          Hi, Our clients have noticed today that every section laid out with ZML suddenly shows an unwanted top padding/blank space that interrupts the user screens. It appears that Zoho has changed the default CSS for the .zcp-col.zcp-panel-rowtype-auto element.

                                                                                                        • How to see history on Bulk send of Customer Statements

                                                                                                          Hi, We bulk send statements to customers every month via Books - every month we have customers emailing requesting a statement. Currently I have no visibility on if a customer was sent the statement or not and if our process is being followed or overlooked

                                                                                                        • Add Prebuilt "Partner Finder" Template with Native Zoho CRM Integration in Zoho Sites To: Zoho Sites Product Team

                                                                                                          Hi Zoho Team, We hope you're doing well. We would like to request a prebuilt "Partner Finder" template for Zoho Sites, modeled after your excellent implementation here: 🔗 https://www.zoho.com/partners/find-partner-results.html ✅ Use Case: Our organization

                                                                                                        • Creating a tax - amount table in Analytics

                                                                                                          Hi everyone, I would like to create a report in Zoho Anayltics that creates the tax and amounts in a table. I have been able to create a report that shows me all the tax accounts, but I can't get it combined with the amounts of the accounts. Is there

                                                                                                        • Kits: Option to Hide Associate Items on Documents

                                                                                                          The new Kit type of Composite Item is very helpful, and we're already using it in several different ways. One problem is that there seems to be no way to hide the components on some documents, including Package Slips. There is an option given in settings

                                                                                                        • Is it possible to do custom domains on test accounts that use saml setups?

                                                                                                          In Zoho Billing, Is it possible to do custom domains on test accounts that use saml setups for the customer portal?

                                                                                                        • Add Built-in "Partner Finder" / "Contractor Directory" Tab to Zoho Desk Help

                                                                                                          Hi Zoho Team, We hope you're doing well. We would like to request a new feature for the Zoho Desk Help Center: A built-in, configurable "Partner Finder" / "Contractor Directory" tab or section, similar in concept to your own Zoho Partner Finder at: 🔗

                                                                                                        • Share saved filters between others

                                                                                                          Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks

                                                                                                        • Introducing prompt builder in Zoho CRM

                                                                                                          We’ve introduced a new way to put Zia’s generative AI to work—right where your teams need it most. With the all new prompt builder for custom buttons, you can create your own AI instructions to generate tailored content, suggestions, or summaries across

                                                                                                        • I’m facing an issue while trying to upload a PDF file to a custom file upload field within the Leads module via the Zoho CRM API.

                                                                                                          Hi Zoho Team, I’m facing an issue while trying to upload a PDF file to a custom file upload field within the Leads module via the Zoho CRM API. I am able to manually upload a PDF into this field through the UI. I am also able to upload files as attachments

                                                                                                        • No chat option

                                                                                                          Chat option is not available in Android app.

                                                                                                        • Centralized Domain Verification in Zoho CRM Plus

                                                                                                          Hi Team, I have a suggestion regarding Zoho CRM Plus. It's quite frustrating to verify the same domain separately for each application within the suite. It would be really helpful if you could introduce a centralized admin console—similar to what's available

                                                                                                        • Why Are Columns Reset When Deleting Entry

                                                                                                          Hello, this is quite annoying. We use forms as a questionnaire for candidates, we filter entries by removing columns, when we delete an entry the columns reset. Every "delete" the columns reset, why!? Thank you

                                                                                                        • How to add custom templates in zoho sheets mobile

                                                                                                          How can I add custom templates in Zoho spreadsheet mobile?

                                                                                                        • Order Items

                                                                                                          Hi .. We have to implement orders with line but each line should have a separate record and not as a subform, does anyone have experience with that kind of solution what is the best practice for that kind of thing Thanks

                                                                                                        • Can't get sender adress to work

                                                                                                          Hi, I am having some trouble getting the sender adress to work for responses on tickets. I would like to configure a sender adress that is different from the zohodesk emailadress that is normally used. These are the steps I have followed: 1. Add a new

                                                                                                        • Troubleshooting Delays in Zoho CRM Automation Workflows for Lead Status Updates

                                                                                                          Dear Zoho Community, I am refining a sales pipeline in Zoho CRM, implemented in May 2025, to enhance efficiency for a small business managing client leads. While the CRM effectively tracks leads, I am encountering delays in automation workflows that update

                                                                                                        • Zoho Sprints - Q2 updates for 2025

                                                                                                          Hello everyone! We’re excited to share the latest updates from Zoho Sprints for Q2 2025! This quarter, we rolled out a few highly-requested features designed to enhance collaboration and time management across your projects. Here's a look back at the

                                                                                                        • CRM Email Insights Not Working - Status not Changing

                                                                                                          I used to be able to see if a customer opened/read an email in CRM, but I no longer get those status changes inside their record. I have everything enabled and I am sending the email from CRM. The experience center has the status' enabled as well. Any

                                                                                                        • The use of Ticket statuses

                                                                                                          When your support team mark a ticket "Closed" before I had a time to check what your team has done on the ticket - I have to consider this as you consider the ticket closed even if I dont consider it closed. Which automatically produce a negative sentiment.

                                                                                                        • Canvas: Add Sections to Detail View

                                                                                                          Currently it is only possible to add fields to a canvas detail view. This makes Canvas hard to maintain, because everytime we add a field to our system, someone needs to go into the canvas view and add it there as well. This leads to additional work and

                                                                                                        • "Replace" an existing version of CRM

                                                                                                          Hi all, I have a question, I saw an article about this once, but I now cannot find it. I am working with a client who has had their CRM in Zoho One built and extensively modified. But it is non-functional now, and rather than try and unpick the system,

                                                                                                        • Add an option to start zobot when user clicks the Chat with Us button

                                                                                                          I would like to have an option to start the zobot when user clicks on "Chat with us" button when chat widget is maximized

                                                                                                        • Data Import From a private PostgreSQL RDS Instance

                                                                                                          Hello All, I feel like the problem I am experiencing has been seen before; however, I am having a difficult time finding any solutions. Hoping the community has some insights. I am trying to import data from a PostgreSQL RDS instance that is behind an

                                                                                                        • Assistance Required: Authentication Error When Sending Credit Application Form

                                                                                                          Hi, I'm encountering an error message that states: "Authentication unsuccessful – the user credentials were incorrect." This occurs when I attempt to send the credit application form to our customers. I've attached the form I’m trying to send for your

                                                                                                        • Missing Fields in Lead Conversion Mapping

                                                                                                          I’ve been using Zoho CRM since 2013 to manage leads and convert them into contacts and jobs. When I convert a lead to a customer, I create a new contact and a job. Previously, this process automatically transferred key information from the lead to the

                                                                                                        • Allow selection of select inactive users in User data fields

                                                                                                          Hello, We sometimes need to select a previous employee that has an inactive account in the User data field. For example, when doing database cleanup and indicating actions are done by a certain employee that weren't filled out when they were part of the

                                                                                                        • CRM Kiosk - Action for GetRecords

                                                                                                          I have a Kiosk screen with GetRecords and want to use the selected records in a custom function. My particular case is to set a lookup value on the selected records. Generally speaking though, I want to work with the selected records in a function. I

                                                                                                        • How do I associate pricebooks to a customer?

                                                                                                          I setup a few pricebooks, that worked fine. But now the only thing I can do with it, when I enter a quote or sales order, I can select which pricebook to use, but I have to do this product by product every time I add one. Is there a way to connect a pricebook

                                                                                                        • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

                                                                                                          Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

                                                                                                        • Connection to Zoho One

                                                                                                          My org has a Zoho One account, which includes Zoho Social. We are wanting to try linkthread. However, I want to make sure it is set up properly from an account perspective, as I have accidentally created Zoho accounts separate from Zoho One when I didn't

                                                                                                        • Ticket Automatically Created from Closed Chat

                                                                                                          Is there a way to prevent a ticket being create for every chat.... or at the very least have it automatically closed.

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