Tip of the week #21 - Stay connected with your applications right from your inbox
A fortnight back, we introduced eWidgets for Zoho TeamInbox. With this feature, you can now be connected with other applications right from your inbox and get more done with your shared inbox platform.
Here are some of the eWidgets that we offer.
Zoho CRM - Create deals, notes, tasks, and events for a contact directly from Zoho TeamInbox. Learn more.
Zoho Desk - Access customer support tickets and perform activities on Zoho Desk without leaving your inbox. Learn more.
Zoho Meeting - Create and manage meetings, and access all your meeting tools in Zoho TeamInbox. Learn more.
Zoho Recruit - Add candidates directly to Zoho Recruit while reading their emails or attached resumes. Learn more.
Trello - Convert your emails to tasks, view, edit or create new lists and cards in Trello right from your inbox. Learn more.
Access your files securely from anywhere
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Vignesh S
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Billing Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Zoho ERP | Product updates | August 2026
Hello users, What’s new in Zoho ERP this month? From Account Registers to new reports, we’ve packed this release with updates worth checking out. Take a look at what’s new and see what’s in store for your business. Introducing Account Registers AccountKaizen #99 - Render Widgets Using Client Script
Hello everyone! Welcome back to another interesting post. In this post, let us see how you can render Widgets using Client Script. Widgets are embeddable UI components that you can create and add to your Zoho CRM. You can use widgets to perform functionsCustomer portal: recommended way to scope lookup fields to the logged-in client?
Hi all, I'm building a customer portal on Creator for our clients (we're a esting lab, so each client has their own sites, contacts and jobs). Planning stage, so I'd rather get the approach right before I build it. The portal forms need several lookupIntroducing the Zoho Contracts API Collection on Postman
We are happy to announce that the Zoho Contracts API collection is now available on Postman. You can explore, test, and debug Zoho Contracts APIs without writing application code. What's in the collection Ready-to-use requests for Contracts, Counterparties,Zeptomail in the blacklists
Hello, I noticed some hard bounces while sending emails, and upon checking the details, I see that we have been added to the blacklists of certain spam lists: Bounce category: Policy failure Reason: ip-issues Message: 5.7.1 Service unavailable; clientAdd Payment Information (like Bank details)
I am using the Free plan of Zoho Books. I need to add the bank details/ UPI details on the invoice. How can I do that. I have added the details in the Bank Section.How does Recur setting affect execution time of time based workflow rules.
When setting a workflow rule based on Date/Time field, the Recur setting does not seem to make sense. If I want the rule to execute at a specific amount of days relative to a date field, what exactly would the recurrence be? That point in time would onlyCanvas Ungroup is No Longer an Option - Can we Bring it Back?
You used to be able to ungroup a Group in ZOHO Canvas, but now you have to delete the group and completely start over (re-add the fields, re-place them, regroup them, readjust the group as you want it/reformat) instead of ungroup, move or delete onlyReserve Your Spot for the Zoho Recruit India Virtual Meetup
The Zoho Recruit Meetup India is happening virtually on October 15, 2026, and registrations are now open! This meetup is a chance for Zoho Recruit users across India to come together, catch up on what’s new, learn better ways to use Recruit, and haveAccount recovery using trusted Zoho applications
We know forgetting your password can be frustrating. So to make account recovery even simpler and more seamless, we're introducing recovery through Zoho mobile apps; in addition to the existing OTP options using email address or mobile number. PleaseIntroducing Omnichannel Subscription
Your customers may choose to subscribe through different marketplaces such as Google Play or App Store. As your business expands, managing these subscriptions can become increasingly complex. To make it easier, we are introducing the Omnichannel SubscriptionWhatsApp Business Message Pricing Update: Effective October 1, 2026
Hi everyone, Starting October 1, 2026, Meta is updating how WhatsApp Business messages are charged. This guide explains the new per-message pricing model, how message categories work, and what changes for service messages specifically. How Meta charges[Webinar] Automated label merging
Live webinar on October 8, 2026 | Time: 2 PM IST | 2 PM EDT Hi, Businesses that rely on labels for shipping, inventory, or events often struggle with rigid layouts, disconnected data sources, printing the right quantity, and adapting labels for differentzFlow_DateTime
This kind weird since our Flow is RUNNING FOR ALMOST A YEAR and suddenly, our auto plotting of events on Creator Calendar isn't working. Our team can't afford doing manual thing since we handle lot of service tickets. We suspect that there is somethingWhat's New in Zoho Inventory | July & August 2026
Hello users, The July and August 2026 releases bring a range of new features and improvements across the product. From the Nigeria Edition and Super Admin enhancements to Sri Lanka IRD-compliant invoicing, Loyalty Program Management, and improvementsRoles and Privileges in Zoho Mail: Define and control administrative access in your organization
Imagine a growing organization where the IT team needs to manage users, the support team needs to handle spam settings, and the group admins need to oversee email groups, all without giving everyone full access to the Admin Console. This can be achievedKeep sensitive PDFs protected with Zoho PDF Editor
PDFs often contain confidential information in the form of financial reports, business proposals, contracts, or forms. Zoho PDF Editor helps you keep that information under control with password protection. With two layers of protection, you can decideEnrich 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 leveragingCV 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 changeDocument 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. IsZoho 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 forProfile 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 withGlobal 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 futureItem/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 featureUnable 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 contextMigrating 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 beCan 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 haveBulk 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: DelugeZoho Forms API
Is there any way to get all form entry list using API? Looking forward to hear from youZoho 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 thatnot 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 PMNext Page