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                                                            • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

                                                              Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote
                                                            • WhatsApp pricing changes: Pay per message starting July 1, 2025

                                                              Starting July 1, 2025, WhatsApp is shifting from conversation-based pricing to per-message billing. That means every business-initiated message you send will count. Not just the first one in a 24-hour window. Pricing updates on the WhatsApp Business Platform
                                                            • Live Webinar - Work smarter with Zoho Desk and Zoho Workplace integration

                                                              Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools
                                                            • Apple iOS 17 and iPadOS 17 updates for Zoho Desk users

                                                              Hello Zoho Desk users! Apple recently announced the release of iOS 17 and iPad OS 17. These latest OS updates will help you stay productive and efficient, through interactive and seamless user experiences. Zoho Desk has incorporated the updates to help
                                                            • Zoho Desk Cheat Sheet For The Year-End

                                                              Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next


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                                                                                                              • Recent Topics

                                                                                                              • Prevent editing of a record after getting approved/rejectedr

                                                                                                                Hi, I'd like to block any user from editing a record after it was approved or rejected, how can I do that?
                                                                                                              • Formula Field/Campo de Fórmula

                                                                                                                Hello everyone, I have a purchase requisition form in which each department submits a request, and the request is automatically routed to the person responsible for that department. In this form, I have several fields with the following link names: Quantidade1,
                                                                                                              • Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

                                                                                                                Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join
                                                                                                              • Formatting Problem | Export to Zoho Sheet View

                                                                                                                When I export data to Zoho Sheet View, ID columns are automatically formatted as scientific notation. Reformatting them to text changes the actual ID values. For example, 6557000335603071 becomes 6557000335603070. I have attached screenshots showing this
                                                                                                              • 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
                                                                                                              • Feature Request - The Ability to Link A Customer with a Vendor

                                                                                                                Hi Finance Suite Team, Many businesses buy and sell products from the same companies or individuals. For example, a car sales business may buy a car from a member of the public, and that member of the public may also buy a new car from us. This makes
                                                                                                              • Long table name (sync from Zoho Creator)

                                                                                                                Dears, How can I remove the suffix in parentheses? These tables are synced from Zoho Creator and are treated as system tables, so their names cannot be changed. This issue makes the aggregation formulas look awful.
                                                                                                              • [Free Webinar] Learning Table Series - Streamlining incident management process with Zoho Creator

                                                                                                                Hello everyone, We’re excited to invite you to another edition of the Learning Table Series webinar. As you may already know, we've moved to a purpose-based approach in the Learning Table Series this year. Each session now focuses on how a Zoho Creator
                                                                                                              • Unattended - Silent

                                                                                                                How can I hide the tray icon / pop up window during unattended remote access for silent unattended remote access?
                                                                                                              • Importing into Multiselect Picklist

                                                                                                                Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,
                                                                                                              • Text snippet

                                                                                                                There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that
                                                                                                              • Marketing Tip #18: Make your online store mobile-friendly to improve traffic

                                                                                                                Most online shoppers browse on their phones first. If your store is hard to read, slow to load, or tricky to navigate on mobile, they’ll bounce fast. A mobile-friendly store doesn’t just look nice; it improves engagement, reduces drop-offs, and helps
                                                                                                              • [Need help] Form closed. Please contact your form administrator for further assistance.

                                                                                                                https://forms.zohopublic.com/cceinfoifly1/form/CCE2025CCEFocusGroupRegistrationForm2025Fall/formperma/s_8XcLETTbFxZ_TAS4r_W6W5UBl8o5oxEnIX35IBKg4 I checked we didn't exceed the usage limit and form availability is enabled, Please help us enable this form
                                                                                                              • Zoho People. Updating TabularData

                                                                                                                I am trying to update tabular data in the record. I always have the same response. I have checked many times. Section ID is correct. May be something wrong with request structure itself. Can someone help me. Body content type: form urlencoded query params
                                                                                                              • Automatically CC an address using Zoho CRM Email Templates

                                                                                                                Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our
                                                                                                              • Unable to Send Different Email Templates for Different Documents in Zoho Sign

                                                                                                                Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer
                                                                                                              • Introducing real-time document commenting and collaboration in Zoho Sign

                                                                                                                Hi, there! We are delighted to introduce Document commenting, a feature that helps you communicate with your recipients more efficiently for a streamlined document signing process. Some key benefits include: Collaborate with your recipients easily without
                                                                                                              • 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
                                                                                                              • Is there a way to update all the start and end dates of tasks of a project after a calendar change?

                                                                                                                Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have
                                                                                                              • How to update task start date when project start date changes?

                                                                                                                Hi there, When the start date of a project changes, it's important to update the start dates of the tasks associated with that project to reflect the new timeline. Is there a way to shift the start date of all project tasks when the start date of a project
                                                                                                              • Issue with Picklist Dropdown Not Opening on Mobile

                                                                                                                Hello I am experiencing an issue with picklist values on mobile. While the arrow is visible, the dropdown to scroll through the available values often does not open. This issue occurs sporadically, it has worked occasionally, but it is very rare and quite
                                                                                                              • using the client script based on the look up filed i wnat to fetch the record details like service number , service rate

                                                                                                                based on selected service look up field iwant to fetch the service serial number in the serice form how i achive using client script also how i get the current date in the date field in the on load of the form
                                                                                                              • Zoho Books/Square integration, using 2 Square 'locations' with new Books 'locations'?

                                                                                                                Hello! I saw some old threads about this but wasn't sure if there were any updates. Is there a way to integrate the Square locations feature with the Books locations feature? As in, transactions from separate Books locations go to separate Square locations
                                                                                                              • Zoho Commerce - How To Change Blog Published Date and Author

                                                                                                                Hi Commerce Team, I'm discussing a project with a client who wants to move from Woo Commerce / Wordpress to Zoho Commerce. They have around 620 blog posts which will need to be migrated. I am now aware of the blog import feature and I have run some tests.
                                                                                                              • Does zoho inventory need Enterprise or Premium subsrciption to make Widgets.

                                                                                                                We have Zoho One Enterprise and yet we can't create widgets on inventory.
                                                                                                              • Writing by Hand in "Write" Notes

                                                                                                                Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!
                                                                                                              • Remove the “One Migration Per User” Limitation in Zoho WorkDrive

                                                                                                                Hi Zoho WorkDrive Team, Hope you are doing well. We would like to raise a critical feature request regarding the Google Drive → Zoho WorkDrive migration process. Current Limitation: Zoho WorkDrive currently enforces a hard limitation: A Zoho WorkDrive
                                                                                                              • Check & Unchecked Task Segregation in Export

                                                                                                                It must have a feature to represent checked and unchecked tasks as [ ] and [✅] respectively when exporting it to Arratai or WhatsApp ; as Keep Notes by Google contains…
                                                                                                              • Handling Agent Transfer from Marketing Automation Journey to SalesIQ WhatsApp

                                                                                                                We are currently using Marketing Automation for WhatsApp marketing, and the features are great so far We have a scenario where, during a campaign or journey, we give customers an option to chat with our sales team. For this, we are using SalesIQ WhatsApp
                                                                                                              • Comment to DM Automation

                                                                                                                Comment to DM automation feature in Zoho Marketing Automation, similar to what tools like ManyChat offer. Use case: When a user comments on a social media post (Instagram / Facebook), the system should automatically: Send a private DM to the user Capture
                                                                                                              • ZMA shows as already connected to Zoho CRM, but integration not working

                                                                                                                When I try to connect ZMA with Zoho CRM, it shows as already connected, but the integration doesn’t seem to be working. I’ve attached the screen recording for reference.
                                                                                                              • Automatic Email Alerts for Errors in Zoho Creator Logs

                                                                                                                Hello, We would like to request a feature enhancement in Zoho Creator regarding error notifications. Currently, Zoho Creator allows users to view logs and errors for each application by navigating to Zoho Creator > Operations > Logs. However, there is
                                                                                                              • Can you default reports/charts to report the current week?

                                                                                                                Our data table maintains two years of data. Management wants certain report to automatically filter the report to the latest calendar week. I know I can do this manually with filters but I want the report to automatically default to the latest calendar
                                                                                                              • Recurring Automated Reminders

                                                                                                                Hi, The reminders feature in Zoho Books is a really helpful feature to automate reminders for invoices. However, currently we can set reminders based on number of days before/after the invoice date. It would be really helpful if a recurring reminder feature
                                                                                                              • No Automatic Spacing on the Notebook App?

                                                                                                                When I'm adding to notes on the app, I have to add spaces between words myself, rather than it automatically doing it. All my other apps add spacing, so it must be something with Zoho. Is there a setting I need to change, or something else I can do so
                                                                                                              • Workflow Rule - Field Updates: Ability to use Placeholders

                                                                                                                It will be great if you can use placeholder tags to update fields. For example if we want to update a custom field with the client name we can use ${CONTACT.CONTACT_FIRSTNAME}${CONTACT.CONTACT_LASTNAME}, etc
                                                                                                              • Zobot Execution Logs & Run History (Similar to Zoho Flow)

                                                                                                                Dear Zoho SalesIQ Team, We would like to request an enhancement for Zoho SalesIQ Zobot: adding an execution log / run history, similar to what already exists in Zoho Flow. Reference: Zoho Flow In Zoho Flow, every execution is recorded in the History tab,
                                                                                                              • 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
                                                                                                              • 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
                                                                                                              • 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
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