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Enrich your contact and company details automatically using the Data Enrichment topping
Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging
CV Parsing
Hi guys, I parsed my cvs through Rchilli. What can I use now that they have ended their association with you?
Change default "Sort by"
Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize the second option of "relevance" as the sort by default and not have to change
Document Approval Workflow for Non-Users
Our organisation has not added client users yet to Zoho but we are currently exploring how we can use the document Review and Approval Workflow to send out project updates to clients. While testing, we found that we can only pick users as approvers. Is
Zoho Learn - Enable Keep Aspect Ratio by Default
Hi Learn team, Is there a way to enable "Keep aspect ratio" in Image Options by default? It's really frustrating to have to change this for every image. Realistically, who wouldn't appraciate this?
Tip #91 – Let customers join sessions directly from your website with the Customer Widget – 'Insider Insights'
Hello Zoho Assist Community! When a customer needs remote support, the last thing you want is for them to fumble through an email invitation or navigate to an unfamiliar webpage just to join a session. Every extra step is a moment of friction, and for
Profile picture unable to be seen by other colleague.
Hi, As per title, I'm having problem where my profile pic doesn't show from other colleague account. However, when I uploaded the pic from zoho web, it is showed in my phone apps. Still, other colleagues cant see my profile pic. Please help. Thanks,
Mute notifications to followers knowledge base/help center
Good morning Zoho, We are in the midst of a rebranding. This requires updating all of our knowledge base articles with new screenshots etc. In other words: They are all updated. This means all our customers that follow these articles are spammed with
Global Constants / Variables
It would be great if there were a Global Constant feature. The idea here is for managing constants that are used in multiple Flows and Subflows, but might change over time. The idea is that the change could be made in one place and cascade to all future
Item/service subtotal
Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature
Unable to change alias in the from field on the ZOHO mac app
I have 1 main mail address, and 3 alias's. on the web mailbox when I create a new email, I can select the alias's from the dropdown in the from field. On the app no dropdown is available.
Ask the Experts 33: Ticketing in Zoho Desk
Every customer interaction begins through one of these channels: email or a phone call, a web form, an instant message, a social media, or a visit to your self-service portal. Bringing these interactions together and managing them in the right context
Workflow Automation Not Triggering
My Zoho CRM workflow sometimes doesn’t trigger when a record is updated, even though the workflow criteria appear to be met. What should I check to find out why the workflow is being skipped?
Migrating from Zoho Checkout to Zoho Billing
I have an active Zoho Checkout account where I'm charging customers for subscriptions. Now I'm looking to upgrade and only use Zoho BIlling, in which my account in on read only mode at the moment. I can see is also tracking the customers and its payments.
Issues with Zoho Insights and email template web links
Is anyone else out there having the same issue we're experiencing? When we send out an email template, Zoho insights is converting the URLs from the URL we insert in to the template in to one of the form https://mailer1.zohoinsights.com/ocgeturl/2d6f.327230a?l=0ed7f050-5b31-11eb-a1a...
Let's Talk Recruit: Exploring AI in the Zoho Recruit mobile app
Welcome back to Let's Talk Recruit! Ever had to look up a candidate's details right before a meeting? Or wanted to check your hiring pipeline while you're away from your desk? Recruiters are constantly on the move, and keeping up with everything can be
Can I add a description field from my form to my document in Writer?
I have a form which has lots of text in a "description" field. Can I pull these into my document in Zoho Writer? I know I can write these directly onto my document but if I change the wording in the "description" field on the form, I don't want to have
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. I created a reusable Deluge function that performs bulk deletion using the Zoho CRM API. The approach:
Images Not showing in some emails
Why do some emails I receive in Zoho not show graphics, while others do? I use Firefox for all my browsing, both on a Windows desktop and an Iphone, and this has been happening for a long time for certain senders, buit not others.
Suggestions for Improving the Deluge Development Experience
Hello, I would like to share some ideas that could significantly improve the Deluge development experience, especially for partners and developers building larger solutions across the Zoho ecosystem. Some key areas that would add a lot of value: Deluge
Zoho Forms API
Is there any way to get all form entry list using API? Looking forward to hear from you
Zoho Projects - Mobile App - Creating Related Issue On Task View
Hi Projects Team, I'm working with a client who wants to use Zoho Projects for their field service work. So far it is working find (and I am aware of FSM, but the client is happy with Projects). One thing they have raise with me as a frustration is that
not able to convert pdf to jpg and other forms and vice versa.
i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.
How To Implement an Auto-Check-out Feature for Attendance?
If an employee forgets to check out, the system should automatically check out the employee at 6:30 PM
Orchestrating project workflow with e-signatures
Dear users, Your business can have robust task, issue, and resource management systems but it still silently bleeds time and money as documents stay stuck at stakeholder approval. Document signatures introduce indefinite wait times, and nobody inside
Link to download Zoho people apk file for android:
Hi all, Could someone can help me as topic? Thanks a lot!
Introducing Nursys for Zoho Recruit [BETA]
Healthcare recruitment goes beyond finding the right nurse. Recruiters must also verify that a nurse's professional licenses are valid and in good standing before they can begin work. This process is often manual, requiring recruiters to switch between
Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified
I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that
An important update for Zoho Cliq desktop users
The latest version of the Zoho Cliq desktop app (v1.8.0) will no longer be supported on macOS 10.15 Catalina and earlier versions. This is because the framework we use (Electron) no longer supports some older macOS versions. If you’re using macOS 10.15
integrating Zoho CRM vendors with Zoho projects
In most of our projects we collaborate with our Vendors. Being able to integrate only Accounts and not Vendors from CRM, is a huge limitation for our perspective and needs. We would really love to see this feature in the CRM-Projects integration.
The Social Playbook September edition: Turn one idea into multiple social media posts
Coming up with one great social media idea is hard enough. Turning that idea into content for every social network can feel like starting all over again. But what if you didn't have to? A single idea can become multiple posts when you adapt it to the
Automation#23: Automate Guided Conversations in Zoho Desk with Business Hours
Hello Everyone, This week's edition introduces a custom function designed to automate Guided Conversations in Zoho Desk, based on your business hours. With this feature, you can align the bot's behavior with your business schedule, ensuring a smooth and
Moving old emails from Zimbra to Zoho Business
Is this possible. Moving from Zimbra to Zoho and keep all of my old email.
New UX Improvements in the Zoho Expense Android App
We've rolled out several updates and enhancements to the Trips and Advances modules in the Zoho Expense Android app, making it easier to view, manage, and act on your trips and advances. Here's what's new: Unified Module List Pages We've unified the design
WhatsApp Service Messages: Pricing Update
Hello everyone, Meta has announced changes to the pricing of WhatsApp service messages (non-template messages) sent through the WhatsApp Business Platform. Starting October 1, 2026, service messages will become chargeable. This change applies to service
This forum appears to have been hijacked by "Saurabh Singh" and their new-found automated AI answering bot...
Is there really a need to add comment to every single forum post - regardless of previous outcome, status or age - with the same tiresome "3 or 4 point suggestion + summary" structure, that in most cases simply repeats what was already determined?
Zoho Book’s native record page is now rendered in CRM keeping approval process, retainer invoice, & more at reach
Refashioned Zoho Books integration with Zoho CRM Dear Customers, We're pleased to announce a significant upgrade to the Zoho Books integration in Zoho CRM, offering greater convenience. TL;DR: Zoho Books record's information is now accessible directly
Is it possible to convert regular pick-list to multi-select pick list?
I have a regular drop-down pick-list and we realized that we need this info as a multi-select pick-list. I don't think there is a way to convert from one type to the other, but what is the simplest way of moving the data over? Meaning, whatever value
System-wide keyboard navigation problem with searchable dropdown fields
System-wide keyboard navigation problem with searchable dropdown fields Zoho Books needs better keyboard support when completing forms. This is not limited to one screen or one specific workflow; it appears to be consistent behavior throughout the application.
Data from related modules in the criteria builder
CRM workflow conditions work great in majority cases, e. g. I want to send an email upon a particular data event. Now, there are cases where I want the workflow, email, email template to sit on a module A (let's say Companies) but the condition depends
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