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                                                          • Introducing Inbox in Zoho Social

                                                            Hey everyone, We are excited to introduce the Inbox in Zoho Social to help manage all social media interactions from Facebook, Instagram, X (formerly Twitter), Google Business Profile and YouTube for your brand in one place. You can track and assign them

                                                          • A decade together - Thank you for being a part of the journey with Zoho Social!

                                                            A decade ago, we started Zoho Social with a simple vision: to make social media management easier, smarter, and more impactful for your business. What began as a small idea has grown to a powerful platform that helps businesses across the globe reach

                                                          • Advanced statistics for LinkedIn page, posts and monitor @mentions in Zoho Social

                                                            Hello everyone,   We've made enhancements to the Monitor, Reports tabs, and Post Stats for the LinkedIn channel in Zoho Social, so we wanted to briefly share some information about the updates. Monitor LinkedIn mentions  LinkedIn is one of the most popular

                                                          • Introducing advanced statistics for all your social media posts

                                                            When you're publishing on social media, it's important to understand how the audience engages with your content. This insight helps you come up with ideas for different types of content and also identify the social media channel that's most effective

                                                          • It's here! A Publishing Calendar to give you better view and more control over your posts.

                                                            Hello!   Just a couple of days back my colleague Vishal announced that you can now do more on Twitter with the Advanced Search Filters, along with a bunch of other cool stuff. I hope you got a chance to check it out.  In fact, I'm itching to you tell you all about the latest updates we have lined up, but I'd rather give you doses of excitement every week to last until the very end. ;) Alright, I hear you. That's enough tease for the day.  Here we go! Introducing... an all-new Publishing Calendar,


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                                                                                                          • Recent Topics

                                                                                                          • Creating Email template that attaches file uploaded in specific field.

                                                                                                            If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates

                                                                                                          • Any Companies using HubSpot for Marketing integrated to Zoho CRM ? - Looking for Feedback

                                                                                                            Our company is using HubSpot for Marketing looking at moving from our presently working Z-CRM to hubspot for CRM. I am looking for any companies that are successfully integrating HubSpot Marketing functions with Zoho CRM. Upsides/Downsides/Effort/etc.

                                                                                                          • Multicolumns fields for native forms

                                                                                                            It would be nice to be able to create forms with multiple columns. Currently, each field occupies a single column, which makes a fairly complex form seem too long.

                                                                                                          • Customize Thank You message for native forms

                                                                                                            While it allows me to add a personalized message when completing a form, it would be nice to be able to customize the title (Thank You) and the button text (Close). In my case, the page is in Spanish, and those texts are in English, so I can't edit them.

                                                                                                          • Customize forms validation for native forms

                                                                                                            I'd like to be able to edit and/or translate the validation messages of a native form. My page is in Spanish, but the messages appear in English, and I couldn't find a place to edit what I want to display. Perhaps they can be edited when adding fields

                                                                                                          • Assign values to hidden fields in native forms

                                                                                                            It would be great to be able to assign values (static or dynamic) to hidden fields in a form. Currently, I can only assign a value via the URL. I currently have a form integrated with a webhook, but I don't have a way to send useful form data as parameters,

                                                                                                          • Mass emails - Allow preview of which emails will receive the email based on the criteria

                                                                                                            Feature request. Please allow us to view and confirm the exact recipients of the mass emails based on the criteria we've chosen before sending. It can be quite sensitive if you send the mass email to some wrong accounts accidently, so it would be great

                                                                                                          • Filter Vendors/Suppliers from Campaigns

                                                                                                            We are unable to filter out our vendors/suppliers from any mass campaigns we send out. When synching our CRM contacts within Campaigns, we are unable to map the "Vendor Name" field. We have tried to create a segment from our all contacts list but to no

                                                                                                          • Introducing Assemblies and Kits in Zoho Inventory

                                                                                                            Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

                                                                                                          • Add picklist in subform lookup

                                                                                                            Hello, I am trying to rewrite a script that works on a from as parent form, to the same form when is is a subform. Here is what I did in the form itself : RefCat = Offre_de_produits.distinct(Categorie_OFFRE); clear Categorie_LIGNE; for each Record in

                                                                                                          • Field Validation and Profile restrictions bypassed using Mass Actions

                                                                                                            We have a Validation Rule that prevents ticket closure if the "Subcategory" field is blank. This has been working fine, but recently we noticed a few tickets per day somehow being closed without a "Subcategory". Upon further investigation we found the

                                                                                                          • Parent-Child Tickets using API or Deluge

                                                                                                            Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the

                                                                                                          • Zoho Books | Product updates | May 2025

                                                                                                            Hello users, We’ve rolled out new features and enhancements to elevate your accounting experience. From configuring approval at the module level to allocating landed costs to multiple bills, these updates are designed to help you stay on top of your finances

                                                                                                          • Date & Time Field | Minimum 24 hour notice.

                                                                                                            I'm trying to use Zoho Forms to build a booking request form. I have the date and time field selected as the field users can select their booking time for. My issue is I need a minimum of 24 hour notice for each appointment. I have it sent to only future

                                                                                                          • Restricting Printing

                                                                                                            Hi Is it possible to stop users printing documents?

                                                                                                          • Delete a department or category

                                                                                                            How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.

                                                                                                          • Cliq iOS can't see shared screen

                                                                                                            Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

                                                                                                          • Ticket layout based on field or contact

                                                                                                            Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup

                                                                                                          • Presenting the brand new Zoho Bookings!

                                                                                                            Hello everyone, Greetings from Zoho Bookings! We're happy to announce a new version of our product with enhanced features to simplify scheduling, coupled with a sleek interface and improved privacy across teams. Here's what you can expect from the latest

                                                                                                          • Zoho RPA is now available in your Zoho One bundle!

                                                                                                            Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? Zoho

                                                                                                          • Looking for basic script structure course

                                                                                                            Hi, I am not a programmer, but try to learn on my own. I get a lot of good advises in this forum, and thanks, but I tend to ask the same questions since I do not remember comparable answers I already received. Is there a basic course of "scripting structure"

                                                                                                          • Check out in Meetings

                                                                                                            Why there is no check out in Meetings of Zoho CRM, very difficult to track

                                                                                                          • How to let only account-bound products visible to users

                                                                                                            Hello friends, I'm trying to leave only the Products linked to the accounts visible to Zoho Portal users. If the user clicks "All Products," they can open tickets incorrectly for products that do not belong to the account that are registered. Is it possible

                                                                                                          • Canvas Detail View Related List Sorting

                                                                                                            Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?

                                                                                                          • Add Lookup Field in Tasks Module

                                                                                                            Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).

                                                                                                          • RTL Support on iPad

                                                                                                            hi I have this issue that when I create notes on my android app [in hebrew] all the text is aligned correctly to the right because I’m typing in Hebrew. But then when I open it up on my iPad, everything is suddenly aligned to the left and there is no

                                                                                                          • Sites Speed and Performance Grades

                                                                                                            I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,

                                                                                                          • Possible to reorder Pipelines position?

                                                                                                            I have multiple Pipelines and want to reorder their positions, so that in the Deals module record for the Pipeline field, I have them ordered in a certain way. Is there a way to reorder the position of the Pipelines without deleting existing Pipelines

                                                                                                          • Set up multiple IMAP email addresses

                                                                                                            Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain

                                                                                                          • Zoho CRM Outlook integration: no option showing up even after installation

                                                                                                            I followed the instructions on this page to install the add-in: https://help.zoho.com/portal/en/kb/crm/integrations/microsoft/ms-outlook-add-in-for-zoho-crm/articles/outlook-add-in-for-zoho-crm#Understanding_the_add-in But I don't see the options in Outlook

                                                                                                          • No sync

                                                                                                            I have amended a note on my PC, startet syncing but on the smart phne sync starts und runs for minutes. The note amendment ist not shown, but when I go to version the new version is shown but not possibility to accepte the new version

                                                                                                          • Validating an order by a superior

                                                                                                            Hi, I have a very specific use case for Backstage. Let me know if this is possible or how I could get around this (or if there are no workaround). One of my client uses Backstage to manage internal (on site) events. Participants from different departments

                                                                                                          • Zoho Books - Feature Request - Provide "Show PDF View" toggle on Invoice records

                                                                                                            I have noticed it is possible to activate or deactivate the PDF preview on some records but not all. This would be very helpful on Invoices when a custom template is being used and the PDF preview does not represent the output file. Not available on:

                                                                                                          • Dark mode

                                                                                                            Because the whole world talks about it and iOS also will get this option. Please make a real dark mode happen. It is very cool to switch the navigational color, but the content always stays in light colors.

                                                                                                          • Changing Default PDF Name

                                                                                                            Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?

                                                                                                          • Automating Sales Order Confirmation & Picklist Generation in Zoho Inventory

                                                                                                            Hi everyone, I’m looking to automate the sales order creation and confirmation process in Zoho Inventory, along with the automatic generation of picklists with bin-level details. Here’s what I need: Sales orders should be automatically created and confirmed

                                                                                                          • Backstage Roadmap to Most Requested Features

                                                                                                            Please provide insight as to ETA for the following: 1. Backstage integration with Zoho Showtime, seems like a no-brainer.       1.a. Why does OnAir look eerily like Showtime integration we must 'pay extra for'? 2. Backstage Integration with Zoho Subscriptions

                                                                                                          • Spotlight series #7: Path animation

                                                                                                            Animating objects on your slide helps make your presentations lively and interesting. Animations add movement to an otherwise static deck, which helps grab your audience's attention. While you can animate your objects' entry and exit, or use animation

                                                                                                          • Assign existing general timelog to a task

                                                                                                            Hello, is there a way to assign a General timesheet log to a task? I.e. I have the following General log: General | Log name | 01:30 I'd like to assign it to a task: Task name | Log name | 01:30 Thank you

                                                                                                          • "Error while processing" when I try to send an e-mail

                                                                                                            Several times today when I have tried to send an e-mail it tells me that there is an "error while processing." What's that about?

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