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                                                              • Zoho Recruit Community Meetup - London 🇬🇧

                                                                Hello Recruiters! We’re excited to announce that the Zoho Recruit team is coming to the UK for an in-person Zoho User Group (ZUG) Meetup in London! This is your chance to connect with fellow Zoho users, learn from experts, and walk away with actionable

                                                              • 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


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                                                                                                                • Recent Topics

                                                                                                                • [Free Webinar] Building Data Relationships Using Lookup Fields - Creator Tech Connect

                                                                                                                  Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

                                                                                                                • Episode I : Exploring the World of Custom Functions in Zoho Desk

                                                                                                                  Hello Again! Welcome to an Automation Adventure in the World of Zoho Desk Join us on a journey to explore how custom functions can enhance and extend the capabilities of Zoho Desk. Automation is everywhere. From robotic arms assembling products on factory

                                                                                                                • Free Webinar - Overview of Zoho Sign and latest updates- May 2025

                                                                                                                  Hello there! What's the digital alternative to endless paperwork? Zoho Sign. Designed for digital-first businesses, Zoho Sign is a complete digital signature solution with powerful features and seamless integrations that streamline your entire workflow.

                                                                                                                • Multiple Forecast configurations

                                                                                                                  Hi all Is it possible to have multiple Forecast Configurations? That is, not just multiple forecasts, but rather different forecasts assigned to different configurations? The use case here is that we currently have the Forecast module configured for Revenue

                                                                                                                • Discussions from Ask The Experts 19: Inside Zoho Desk Spring Release 2025 : Zia in Focus

                                                                                                                  Hello everyone, We had insightful discussions in both the sessions of Ask the Experts(ATE) 19, diving deep into engaging conversations around Zia and the spring release. Your enthusiastic participation and thought-provoking questions brought the sessions

                                                                                                                • Basic campaign set-up

                                                                                                                  I have been trying hard to get Zoho CRM and Zoho Mail connected, but somewhere I seem to have wires loose in my brain. I'm not winning. Could anyone just show me (1) how to set up a scheduled email campaign (test to only six internal staff), (2) how to

                                                                                                                • Add template Categories Qoutes sendmale

                                                                                                                  Is there other way to add other template categories in sendmail qoute?

                                                                                                                • Report categories not appearing in pie chart

                                                                                                                  I have created a simple report to display all of the accounts in our CRM in a certain region, broken down by their 'account type' field. I have displayed this data as a donut chart Highlighted in red in the top left, you can see there are a total of 968

                                                                                                                • Asking for the implementation roadmap or step-by-step guide

                                                                                                                  Hello everyone, I'm a freelancer who's been hired to implement Zoho CRM for a client, and I want to make sure I approach this correctly. Could someone kindly share a comprehensive implementation roadmap or step-by-step guide that covers all the essential

                                                                                                                • Sort By Date - Deluge

                                                                                                                  I have the following code, which normally works to sort calls by created time. Every once in a while, it doesn't work and something sneaks through in the wrong order and I can't figure out why. calls = zoho.crm.searchRecords("Calls","(Owner:equals:" +

                                                                                                                • Automatic needs analysis for the Deals module

                                                                                                                  Good day, I need to get the following functionality in the Deals module: 1. add a Analysis of Customer Needs (ACN) to each transaction 2. the ACN must have a unique number, preferably automatic 3. the ACN must link to the Deal 4. the ACN is completed

                                                                                                                • Odd differential in Accounting and Physical Stock

                                                                                                                  Hi there, Around six months ago we noticed that there was an error in one of our product's stock values. Despite seemingly having no outwards requests unfufilled for this item (I.E, no stock committed any longer at the moment), Accounting Stock is -1

                                                                                                                • 7008 Request rate limit exceeded. Please retry again later.

                                                                                                                  Hello, I'm encountering an issue with the request limit for my function calls. The function is triggered whenever a new record is created, and in many cases, we create these records in bulk (around 50 at a time). For each record, a workflow is initiated

                                                                                                                • No Incoming Call Notice - SalesIQ Mobile App

                                                                                                                  Hi there! When a visitor selects Call instead of chat, I do not receive notifications of incoming calls on the SalesIQ mobile app. I receive a notice of a Missed Chat after the visitor hangs up. I think the Calls are still in Beta? It is a pretty cool

                                                                                                                • Tip #34- How to Configure Proxy Settings for Unattended Access in Zoho Assist- 'Insider Insights'

                                                                                                                  Hey Zoho Assist Community! For those using Zoho Assist's Unattended Access feature, you may come across a need to configure your device through a proxy server. This setup is particularly useful if your network requires strict proxy configurations for

                                                                                                                • Let's Take Custom Slideshow A Step Further!

                                                                                                                  Zoho Show comes with this useful feature called Custom Slideshow. It is, as implied by the name, a feature for slideshowing. I would argue it is a waste to use the feature just for slideshowing. For a custom slideshow, you define a subset of slides. Of

                                                                                                                • Copy Address button customisation

                                                                                                                  Hi I'm very new to Zoho CRM and need some help regarding Addresses - specifically in relation to the "Copy Address" buttons available within the Contacts and Potentials edit screens.   The majority of my Leads will have both a Mailing Address and a Physical street Address that I need to capture at Lead creation stage.   On conversion of the Lead (to Contact/Account and Potential) I need the following to occur:   In Potentials I need to display ·         Physical Address only   In Accounts I need

                                                                                                                • Add Ability to Set Full Name When Inviting Users to Private Client Portals

                                                                                                                  Hi Zoho Creator Team, We hope you're doing well. We’d like to request a usability improvement for client portal invitations in Zoho Creator. When setting up a client portal with the "Private" Portal Type (where only users invited by the admin can access

                                                                                                                • email address issue

                                                                                                                  Hi! I am start using zoho to start my company's email marketing campaign, but I can not send the email because is showing that Your email address is already configured as a sender address in another account. But I created a new business email address

                                                                                                                • Can Zia summarize fields?

                                                                                                                  A great use case of AI for me would be summarizing company descriptions. We often get long winded descriptions from databases or scraping websites, then reduce them to a couple of sentences stating what a company actually does. Is there any way within

                                                                                                                • Difference between the file extensions .zdoc and .zwriterlink

                                                                                                                  I am using Workdrive TrueSync on my windows pc to open files directly from my windows without having to open them from the workdrive web. But, I found something strange, I also have the zoho writer app installed on my windows and if I create a document

                                                                                                                • Deluge should permit a connection to be set with a variable

                                                                                                                  Hello, Being one who occasionally likes to post code in the forums, I try to make anything that the end user needs to define be present at the very top of the script so that those who want to implement the script won't have to hunt through lines of code,

                                                                                                                • Items (products) Export to PDF Feature as a Catalog Generator

                                                                                                                  Would like to request a product catalog feature where the admin can export "items" along with selected attributes (e.g.: product name, size, price, etc) in a professional template as a PDF document.  Since product pictures and the product attributes are already saved in our system DB, it would be a natural extension to just export it out as a catalog for customers.  I've been duplicating this feature in other apps to make a product catalog.  Having a central repository of "items" makes good sense,

                                                                                                                • Allow SO Item table to search other fields in items to make entry easier

                                                                                                                  We have thousands of items, some of which need to be entered on the fly by desk people. We don't want abstracts like the vendor's part number in our SKU or Item name. It would make order entry much easier if the context search in the items table would

                                                                                                                • Zoho Inventory Amazon Integration

                                                                                                                  The Zoho Developer Account is not valid for Amazon UK and returns this response whilst set up: This Developer Account Number 861444729264 is not valid for the GB marketplace

                                                                                                                • Sales by Customer

                                                                                                                  Hi There, I am looking to generate a report that shows the total value of the sales made to our customers, but does not show each transaction i.e. Customer A = $100,000 Customer B = $50000 and so on This is based on a "Closed Won" in the Deals Module.

                                                                                                                • Enhance Bot Functionality for Scheduled Reminders

                                                                                                                  Dear Zoho Cliq Team, We are writing to request an enhancement to the bot functionality within Zoho Cliq. Currently, bots can be added to channels and send messages, but they lack the ability to schedule reminders. Our team utilizes a deluge code to send

                                                                                                                • Zoho Expense - Update Expense Report through web API

                                                                                                                  Hello, I am currently having issues updating fields in expense reports (not individual expenses) through the API as described in the API documentation. When I make that request using the invokeAPI Deluge function, I receive a response from the API saying

                                                                                                                • How to switch templates in Zoho Commerce

                                                                                                                  I have set up a template in Zoho Commerce and would like to change it. How do I do this?

                                                                                                                • How to use filters on all products page? Or even a category page?

                                                                                                                  Hello, I am trying to create some filters so users can use filters to find products they are looking for. So what i am trying is to create a filter according to price lets say. So if i define it this way i am expecting to see this filter option on category

                                                                                                                • How to show product categories on side menu?

                                                                                                                  Every time I add a category it appears on the main menu. I would like the main menu for things like contact us, blog etc.. and a side menu to the left of the screen for product categories. How do I make them appear in a side menu or even in a category

                                                                                                                • How to Add Custom Sections in the Product Page?

                                                                                                                  Hi Zoho team, I’m currently using the Tranquil theme on Zoho Commerce and I have a question regarding the product page layout. Right now, under each product, I can see expandable sections like Product Details and Specifications. I’d like to add two additional

                                                                                                                • Unable to validate DMARC for the email

                                                                                                                  I have recently started to use the ZOHO CRM tool and I'm currently on free trial period. However, when I tried to test the email, it was landing in SPAM or JUNK folder of the recipient's inbox. I learnt about the DMARC, so i have completed SPF and DKIM

                                                                                                                • Migrating Shopify Customers and Tags to Zoho Commerce

                                                                                                                  I’m exploring options for migrating our existing Shopify customer accounts into the Zoho Commerce member portal. Specifically, I have a few questions: API Availability: Is there a public API or supported endpoint that allows us to import Shopify users

                                                                                                                • Multilingual website feature

                                                                                                                  Would be a great feature to have. I saw that this feature was available for backstage. I think it could be done for zoho sites too.

                                                                                                                • How Can i Add Email campaign for my UAEVisaOnline.center website

                                                                                                                  Hello Team, i want to create email campaign for our website https://www.uaevisaonline.center but can't able to add. Its showing error like please try after some time. Can you please help and solve the issue. Thanks!

                                                                                                                • The domain Etihaduaevisa.com which you have entered belongs to a different deployment/region

                                                                                                                  Hi Team, I am trying to set up a business email account to Zoho for www.etihaduaevisa.com but it doesn't allow me There is a message that pops out The domain which you have entered belongs to a different deployment/region Kindly assist me with this. Thank

                                                                                                                • Outlook not recognising Zoho Inbound server

                                                                                                                  I have been receiving my ZOHO emails using MS Outllok on my iPhone and PC, but since Friday 2nd May, incoming emails are not arriving via Outlook and I get the error message saying the server is 'not responding'. Have ZOHO changed the settings for the

                                                                                                                • Zoho Sign / CRM integration - stop unsigned documents being attached

                                                                                                                  I'm using the the CRM/Sign integration to send documents for signature from Zoho CRM. I noticed that an unsigned copy of the document is added as an attachment in the CRM. Is there a way to stop this? I only want signed documents to be attached. The unsigned

                                                                                                                • Resend invite

                                                                                                                  Hi, How do I resend an invitation to someone who didn't get the invite the first time around? I tried going to Setup-->User (like it says in the Help) but there was no option to resend. It doesn't display any users who has not accepted the invitation.

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