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                                                            • 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
                                                            • Restriction on 'From' addresses with a public domain

                                                              Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about some important updates regarding email restrictions within Zoho Recruit. Effective post 31st March 2025, we will be implementing changes to the use of email


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                                                                                                              • Recent Topics

                                                                                                              • I need to know the IP address of ZOHO CRM.

                                                                                                                The link below is the IP address for Analytics, do you have CRM's? https://help.zoho.com/portal/ja/kb/analytics/users-guide/import-connect-to-database/cloud-database/articles/zoho-analytics%E3%81%AEip%E3%82%A2%E3%83%89%E3%83%AC%E3%82%B9 I would like to
                                                                                                              • Password Assessment Reports for all users

                                                                                                                I'm the super admin and looking at the reporting available for Zoho Vault. I can see that there is a Password Assessment report available showing the passwords/weak and security score by user. However I'm confused at the 'report generated on' value. Monitor
                                                                                                              • Allow people to sign a zoho form by using esign or scanned signature

                                                                                                                Allow people to sign a zoho form by using esign or scanned signature
                                                                                                              • Can't change form's original name in URL

                                                                                                                Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
                                                                                                              • How to Print the Data Model Zoho CRM

                                                                                                                I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks Andrew
                                                                                                              • Customer ticket creation via Microsoft Teams

                                                                                                                Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within
                                                                                                              • Transfer ownership of files and folders in My Folders

                                                                                                                People work together as a team to achieve organizational goals and objectives. In an organization, there may be situations when someone leaves unexpectedly or is no longer available. This can put their team in a difficult position, especially if there
                                                                                                              • Setting certian items to be pickup only

                                                                                                                How do we have some items that are pickup only? I have several items in my item's list that I do not ship. But they need to be on the website to be sold, and picked up in store. Need to be able to do this as one of these products is a major seller for
                                                                                                              • Using gift vouchers

                                                                                                                We would like to be able to offer a limited number of gift vouchers, of varying values, to our customers, and are looking for the best way to do this. We have looked at Coupons and Gift Certificates, but neither seem to fit the bill perfectly. Coupons:
                                                                                                              • Automatically updating field(s) of lookup module

                                                                                                                I have a lookup field, which also pulls through the Status field from the linked record. When the lookup is first done, the Status is pulled through - this works perfectly. If that Status is later updated, the lookup field does not update as well. As
                                                                                                              • Zoho Commerce and Third-party shipping (MachShip) API integration

                                                                                                                We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to
                                                                                                              • Adding custom "lookup" fields in Zoho Customization

                                                                                                                How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,
                                                                                                              • Can you import projects into Zoho Projects yet?

                                                                                                                I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects
                                                                                                              • Allocating inventory to specific SO's

                                                                                                                Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
                                                                                                              • Introducing Workqueue: your all-in-one view to manage daily work

                                                                                                                Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales
                                                                                                              • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

                                                                                                                Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to
                                                                                                              • Automation #10 - Auto Assign Ticket based on Keywords

                                                                                                                This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips on optimizing
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                                                                                                                I wish remote work were permanently mandated so we could join work calls from a movie theatre or even while skydiving! But wait, it's time to wake up! The alarm has snoozed twice, and your team has already logged on for the day. Keeping tabs on attendance
                                                                                                              • Reusable Custom Functions Across Department Workflows

                                                                                                                Dear Zoho Desk Team, We appreciate the powerful workflow automation capabilities in Zoho Desk, particularly the ability to create and use custom functions within workflows. However, we have encountered a limitation that impacts efficiency and maintainability.
                                                                                                              • Contact data removes Account data when creating a quote

                                                                                                                Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add
                                                                                                              • Feature Request - Gift Cards or Gift Voucher Capability in Zoho Commerce

                                                                                                                Hi Zoho Commerce team, I'm comming accross more and more retail businesses who sell gift cards. As there is currently no way to manage this in Zoho Commerce, it is a blocker to addoption. This is particularly popular in Europe and North America. I recently
                                                                                                              • Don't Allow Customer to Edit Values After Submitting Ticket

                                                                                                                After a customer submits a ticket through the customer portal, they can go into the ticket and see some of the values from the questions they answered in the sidebar. Currently, a customer can edit these values even after they submitted them. This makes no sense. We ask very specific questions that we don't want customers to later change! Please disable the ability for customers to edit the values to their submission questions in the portal. Screenshot attached.
                                                                                                              • Analytics <-> Invoice Connection DELETED by Zoho

                                                                                                                Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with the
                                                                                                              • text length in list report mobile/tablet

                                                                                                                Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.
                                                                                                              • Automation #4 - Auto Delete Tickets based on Rules

                                                                                                                This is a monthly series in which we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Unwanted tickets spamming
                                                                                                              • Automation #3 - Auto-sync email attachments to tickets

                                                                                                                This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Most of our customers use email
                                                                                                              • Automation #11 - Auto Update Custom Fields with Values from Emails

                                                                                                                This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize
                                                                                                              • Automation #13 - Auto assign tickets based on agent shift time

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                                                                                                              • Automation #14: Capture Jira Issue Key/ID in a Ticket Custom Field

                                                                                                                Hello Everyone! This month's edition brings you a custom function to consolidate your records associated with Jira integration. Jira integration enables support engineers and R&D units to collaborate seamlessly on feature development, product improvement,
                                                                                                              • Automation #16: Automate Ticket Reopening on Scheduled Timestamp

                                                                                                                Hello Everyone! This edition uncovers the option to schedule reopening a ticket automatically. Zylker Finance tracks insurance policyholder activities through Zoho Desk. For policyholders who pay monthly premiums, tickets are closed upon payment completion.
                                                                                                              • Automation#19:Auto-Close Tickets Upon Task Completion

                                                                                                                Hello Everyone! We’re excited to bring you another custom function this week. In this edition, we’ll show you how to automatically close tickets when all associated tasks are marked as completed. Let’s see how ZylkaPure, a leading water filter company,
                                                                                                              • Automation #15: Automatically Adding Static Secondary Contacts

                                                                                                                Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence
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                                                                                                                I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has
                                                                                                              • City field suggestion in Zoho Books

                                                                                                                Hi team, We are using Customers module in Zoho Books. In the Address section, we want to understand whether the City field can show suggestions while typing using any API or built-in feature. For example, if a user types “Mum”, can the system suggest
                                                                                                              • Improved UX design for Projects CRM integration

                                                                                                                The current integration embeds the entier projects inteface into the CRM this is confusing and allows users to get lost. For example as a user i navigate to an account and go down to the related projects list and want to get information about a specific
                                                                                                              • Link Purchase Order to Deal

                                                                                                                Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices
                                                                                                              • Transformer vos stocks en décisions intelligentes avec Zoho Inventory et Zoho Analytics

                                                                                                                Zoho Inventory permet de suivre facilement les niveaux de stock et d’anticiper les restockages. Pour de nombreuses entreprises, cela suffit à gérer les opérations au quotidien. Mais à mesure que l’activité se développe, cette clarté peut commencer à montrer
                                                                                                              • WorkDrive Download Issue

                                                                                                                My client has been sending me files via WorkDrive, which generally has worked fine. Recently files won't download at all. If you try and individually select and download a file, a popup will appear in the bottom right saying it's preparing and then it
                                                                                                              • Zoho Commerce - Poor Features Set for Blogging

                                                                                                                Hi Zoho Commerce team, I'm sure you will have noticed that I have been asking many questions about the Blogs feature in Commerce. I thought that it would be useful if I share my feedback in a constructive way, to highlight the areas which I feel need
                                                                                                              • Security Enhancements | Migrate to the Updated Policies

                                                                                                                Hello everyone, Zoho Directory's security policies have been updated and reorganized into three new policies with features that enhance the overall organization security. These policies provide a stronger and more secure sign-in methods and improve the
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