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• Darshan Hiranandani

• Aashok Kumar Sharma

  

• Sticky Posts

• Zoho Meeting is included in Zoho One now!

  Hello Everyone, For those who waited for the integration of Zoho Meeting with Zoho One, here is the good news. The integration has been completed and you can now add the Zoho Meeting application in your Zoho One portal. Edition included in Zoho One License You will get Enterprise plan of Zoho Meeting, using which you can host online meetings with up to 100 participants and webinars with up to 100 attendees. You will also get the cloud storage for 25 session recordings/user. Adding Zoho Meeting application

• Zoho Meeting Updates: Bug Fixes in Meetings and Webinars, and Desktop App Enhancements

  Hi there, We hope you are all safe and well. Following our previous feature release, we have added some enhancements and bug fixes for the improved functioning of Zoho Meeting. Let's take a look at last month's updates: Online meeting updates The microphone button remained active even when a user switched to phone audio. This issue has been fixed. An error caused the microphone status of participants to be wrongly displayed in the meeting toolbar and the attendees list.This issue has been fixed.

• V2.7: Introducing webinar co-organizers, enhanced screen sharing quality, choosing external webcam, region based dial-in number display and more.

  Dear All, Here comes the new updates from Zoho Meeting that are recently rolled out! We 're introducing co-organizers in the webinar, done major improvements in screen sharing quality and more.   Introducing co-organizers in the webinar You can now invite co-organizers to help you manage your webinar. Co-organizer can launch polls, answer questions, change presenters during the webinar, record webinar, view all attendees/staff and more. Learn more. Webinar CoOrganizers   Enhanced screen sharing quality

• Live webinar: A complete overview of Zoho Meeting

  Are you looking for ways to engage and communicate with large audiences? Learn how Zoho Meeting can empower you from conducting online meetings with your team to hosting webinars for your sales leads. Join us for a live webinar this Thursday at 8:30 to 9:00 AM PDT.   In this webinar, you will learn how to: Organize and host webinars Engage your audience with polls and Q&A Generate analytical reports Schedule and attend online meetings Record and share meetings and webinars Co-branding and user management

• Live webinar: A complete overview of Zoho Meeting

  Are you looking for ways to engage and communicate with large audiences? Learn how Zoho Meeting can empower you from conducting online meetings with your team to hosting webinars for your sales leads. Join us for a live webinar this Thursday. Here's what you can learn: Webinar scheduling and preparation Attendee interaction and engagement In-depth post webinar analytics Scheduling and hosting online meetings Managing your recordings Co-branding and user management Date: Thursday, March 29th, 2018

• Recent Topics

• Why Sharing Rules do Not support relative date comparison???

  I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static

• Zoho Cliq not working on airplanes

  Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

• Problem with Workdrive folders

  I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in

• Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

  Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending

• Multi-currency and Products

  One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 

• Emails sent through Bigin are not posting in IMAP Sent folder

  I have set up my email to work from within Bigin using IMAP.  I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc.  I want all my emails to populate my email client (outlook & iphone email) whether or

• Create an Eye-Catching Announcement Widget for Your Help Center

  Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for

• Send Whatsapp with API including custom placeholders

  Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

• Customer Management: #6 Common Mistakes in Customer Handling

  Managing customers doesn't usually fall apart overnight. More often, slight gaps in the process slowly become bigger problems. Incidents like missed follow-ups, billing confusion, and unhappy customers will lead to revenue loss. Many businesses don't

• Zoho Desk iOS app update: UI enhancement of picklist and multi picklist fields

  Hello everyone! We have enhanced the UI of the picklist and multiselect picklist fields on the Zoho Desk iOS app to provide a more refined, efficient, and user-friendly experience. We have now supported an option to Search within the picklist and multiselect

• Zoho Desk iOS app update: Revamped scribbles with Apple pencil kit

  Hello everyone! We’re excited to introduce a revamped Scribble experience, rebuilt from the ground up using Apple PencilKit for smooth strokes, proper scaling, and seamless image uploads. Please update the app to the latest version directly from the App

• Zoho Desk Android app update: Norwegian language support

  Hello everyone! In the most recent Android version of the Zoho Desk app update, we have brought in support to access the app in Norwegian language. We have introduced the Norwegian language on the IM module of the Zoho Desk app as well. Please update

• Is it possible to roll up all Contact emails to the Account view?

  Is there a way to track all emails associated with an Account in one single view? Currently, email history is visible when opening an individual Contact record. However, since multiple Contacts are often associated with a single Account, it would be beneficial

• Function #53: Transaction Level Profitability for Invoices

  Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

• Payment Vouchers

  Is there any Payment Vouchers in Zoho? How can we create payment for non-trade vendors, i.e. professional fees, rent, and payment to commissioner income tax?

• API in E-Invoice/GST portal

  Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.

• When I click on PDF/PRINT it makes the invoice half size

  When I click PDF / Print for my invoice in Zoho Books, the generated PDF appears at half size — everything is scaled down, including the logo, text, and layout. The content does not fill the page as it should. Could someone advise what causes Zoho Books

• Search by contain letter in a column

  Hello, everyone I need a filter function that searches by letter in a cell, and it should be a macro. To clarify further, if I have a column with several names and I chose a search cell and what I want is search by a single letter, for example, "a" then

• Archiving Contacts

  How do I archive a list of contacts, or individual contacts?

• Enrich 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 leveraging

• Easier onboarding for new users with stage descriptions

  Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,

• Zoho Books Invoices Templates

  It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in

• Can add a colum to the left of the item in Zoho Books?

  I would need to add a column to the left of the item column in Books. When i create custom fields, i can only display them to the right of the item.

• Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

  I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's

• AI Bot and Advanced Automation for WhatsApp

  Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:

• Improved Contact Sync flow in Google Integration with Zoho CRM

  Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this

• 2025 Ask the Experts sessions wrap-up : Key highlights from the experts

  Here is a rewind journey of our Ask the Experts (ATE) Sessions, where we brought you expert insights and practical best practices together in one place. This recap highlights the key takeaways, learnings, and best practices from all these sessions so

• New Enhancements to Zoho CRM and Zoho Creator Integration

  Hello Everyone, We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, This update also tightens access control by

• How to disable the edit option in subform

  How to disable the edit option in subform

• Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

  Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

• Adding non-Indian billing address for my Zoho subscription

  Hey Need help with adding a non-Indian billing address for my Zoho subscription, trying to edit the address to my Singapore registered company. Won't let me change the country. Would appreciate the help. Regards, Rishabh

• Is it possible to enforce a single default task for all users in a Zoho Projects ?

  In Zoho Projects, the Tasks module provides multiple views, including List, Gantt, and Kanban. Additionally, users can create and switch to their own custom views. During project review meetings, this flexibility creates confusion because different users

• Move record from one custom module to another custom module

  Is it possible to create a button or custom field that will transfer a record from one custom module to another? I already have the 'Leads' module used for the Sr. Sales department, once the deal is closed they convert it to the 'Accounts' module. I would like to create a 'Convert' button for a custom module ('Locations') for the department that finds locations for each account. Once the location is secured, I want to move the record to another custom module called 'Secured Locations'. It's basically

• Convert Lead Automation Trigger

  Currently, there is only a convert lead action available in workflow rules and blueprints. Also, there is a Convert Lead button available but it doesn't trigger any automations. Once the lead is converted to a Contact/Account the dataset that can be fetched

• Notes Not Saving

  Hello,  My notes are continuously not saving.  I make sure to save them, I know the process to save them.  It is not operator error.  I go back into a Leads profile a while later and do not see the previous notes that I have made.  I then have to go back and do unnecessary research that would have been in the notes in the first place.  Not a good experience and it is frustrating.  Slows me down and makes me do unnecessary work.  Please resolve.   As a quick heads up, deleting cookies is not a fix

• Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"

  We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. In

• Prefill form with CRM/Campaigns

  I created a form in zForms and created prefill fields. I added this to the CRM and selected the fields so when sending from the CRM, the form works great. However, I want to use the same form in Campaigns and I want it to pull the data from CRM (which

• Notes badge as a quick action in the list view

  Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

• Triggering a campaign automation from a Form

  I used Forms to create a lead form that is accessed by a button on my website. The field information flows into the CRM. However, I am trying to figure out how to use Campaign automations to start a workflow (series of campaign emails) that is triggered

• Employee Appraisal Applicability - Why is Date of Joining Hard-Coded?

  In the new (to me, at least) Performance Appraisal Cycle wizard, it's possible to set criteria to determine for whom the appraisal process should apply. This makes sense on its face. However, one MUST use the Date of Joining criterion as a filter. Why

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