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• Sticky Posts

• 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

• Recent Topics

• Payment for product renewal

  Good morning, I am requesting your kind assistance to renew my subscription because when I try to make the payment I get this way

• Email with uppercase letters causes problem with portal

  Hello, When my customers register on a form, if they use uppercase letters in their email adress it causes problem with the portal. When I send the invitation for the portal, all letters are automatically modified in lowercase by the system, and when

• Introducing Color and Order Preferences for Blueprint Transitions

  Blueprints exist to improve the efficiency of your company's processes and ensure compliance — but only if your users follow them promptly. More often than not, your users may find it challenging to adopt your processes and follow through on them, especially

• The Status in Zoho Finance is inaccurate

  We have many overdue invoices, but when we try to filter it by Status Overdue in the Zoho Finance Module it shows it as none This is also creating a problem when I need to Create a Chart or KPI for overdue Invoices If I open the Invoice I can see the

• Permissions within a sub-folder

  Hi all, I am interested to know if it is possible to remove a member from a subfolder, even if he/she is member of a folder of higher hierarchy. As an example, let's assume I add 5 members in folder X with Edit privileges and folder X has several sub-folders, let's say X1, X2, ...., X1.1, X1.2, ... In this case, all 5 members inherit the same privileges to all sub folders. Is it possible to go and change the privilege in one of the subfolders? So far, I have not managed to do it. thank you, Sofoklis

• Workdrive - permissions inside folders

  Is it possible to set folder permissions inside team folders that are different to the main folder? My specific case is so that I can share a team folder with my sales team, to access shared docs, but have one folder per user that are shared only with

• Hide subfolders in a team folder

  Hello, I am starting to use Zoho WorkDrive to manage files and I find the need to restrict access to a subfolder in the team folder for some users until all of the documents in it are ready to be printed. However, I do not want to create separate team

• Introducing WhatsApp Marketing with Zoho Marketing Automation

  Dear Marketers, In the world of marketing, personalizing engagements with customers is often exhaustive but—thanks to WhatsApp—not exactly mysterious. WhatsApp has evolved from a simple messaging platform to a sophisticated tool for sending out marketing

• Zoho CRM - Analytics: How Can I Set Monday as First Day of The Week?

  Hello, In the analytics section of our Zoho CRM (not Zoho Analytics), we would like to track our SDRs' outreach activity. However, it appears that Zoho CRM treats Sunday as the first day of the week for the "This Week" and "Previous Week" filters. How

• Location functionality now deletes bundle information if changed

  With the introduction of Locations, we are experiencing several issues. 1. When bundling an item, the 'default' is to the organisation, not a location. This is not a significant issues, other than when you change the value, any batch tracking information

• Is Zoho Abandoning Zapier Integrations in Favor of Flow?

  I recently invested in a paid Zapier account to automate key parts of my Zoho workflows, but I’m hitting roadblocks. Zoho’s automation tool, Flow, clearly gets the lion’s share of development effort, and their Zapier connectors feel neglected. When I

• Bookmark order

  Hi all, We have a very big document/template that requires manual editing after doing a mail merge. To make this easier, I thought I would add bookmarks to navigate to the areas that will require editing. I thought these would be in order that they appear

• Voicemail to Text Transcription

  Hello, We use the Twilio phone integration in Zoho Desk. When a voicemail is left, it creates a Ticket in Zoho Desk, and we are able to listen to the audio recording in the Ticket. My hope is to also have a voicemail-to-text transcription show up in the

• Workflow to update the field "Deposit To" in Sales Receipt/Invoice

  After an invoice/sales receipt is created, I can't find a way to create a workflow that would update the field "Deposit To". Apparently, some other fields are visible in the workflow, but not the "Deposit To". Any insight?

• payment gateway disabling in my ecommerce store

  hi i have disabled my payment gateway paytm from my website soigne from the backend but it is showing in my front end part when someone orders my products i want to remove it completelty so that it does not show in the front end part plz give me a suitable

• Record GST Paid for Imported Goods

  In Australia, goods that imported from overseas needs to pay GST per invocied value. In most case, the freight forwader (logistic agent) paid this on behalf of importer (us), and invoice us in together in their freight invocie.  How do we setup a proper

• subscribe email list for offer and updates is not working for zoho commerce

  my subscribing to email list is not working for offers and updates for my ecommerce website soignee it is saying please wait can anyone tell me the reason for this

• how do i see a list of active End Users?

  looking for a list of who i sent invitations to be an End User?  who has signed up? 

• Email template for customer notification on ticket reply is not being used

  I've set up an email template for notify contact up upon receiving a reply in ticket. When I send a reply to the ticket, it is not using that email template. It just sends a normal looking email. How do I make it so that the email template is being used?

• Conversation to Resolution

  Good day, I'd like to know how others are doing it. When we close a ticket, we reply to the ticket via email with photos of the issue and disclaimers. Then, we enter (copy and paste) the exact text in the resolution for reporting. I asked Zogo for a possible

• Zoho Desk - Feature Request - Add more social channels on Community user profile

  Hi Team, While updating my profile here I noticed that it is only possible to add Facebook and Twitter social links. 1. Please consider adding at least LinkedIn and if possible, other popular channels. 2. Please consider renaming Twitter field name to

• Train Zia answer bot on only part of Knowledge Base?

  We are trialing Zia answer bot and hope to use it on the knowledge base to help our users find the information they are looking for. I have found how to train Zia on the entirety of our knowledge base. But is there a way to train it on only certain categories

• ViewID and Zoho Desk API

  I'm looking at the documentation for Listing contacts and it looks like you can filter by ViewID. I assume this is views created in a department or all departments. Is this correct? And if so, how do I find the ViewID for that view? EDIT: I see the view

• In Zoho CRM, is it possible to transition from Approach 1 to Approach 3 based on the contract End Date? automatically

  In Zoho CRM, is it possible to transition from Approach 1 to Approach 3 based on the contract End Date? I have one issue between Approach 1 to Approach 3 there is another transition Approach 2 Iam faceing the issue if use the blue print API means i able

• HOW CAN I ADD NOTE FIELD IN EMAIL TEMPLATE?

  I have an email template which i use as a lost deal notification. I would like to mention "Note" field also which captures the reason for the lost deal. I am not able to do so and i checked with help desk and they confirmed that it is not possible. Is

• Remove OpenAI Dependency for Zia Meeting Keynotes & Add Hebrew Support

  Hi Zoho Meeting Team, Hope you're doing well. We would like to request the following enhancements to the Zia integration for meeting keynotes in Zoho Meeting: 1. Remove the Dependency on OpenAI's ChatGPT Currently, Zia uses OpenAI’s ChatGPT to generate

• ZOHO Task deleted accidently

  Hello team, Can you please help me with a deleted task that was created in general task list for one of my project. The task is very important to me as it was created by client. Please help me.

• I dont see Timesheet configuration for my client

  I dont see Timesheet configuration for my client

• Add Hebrew Support for Meeting Transcripts Provided by ZIA in Zoho Cliq

  Hi Zoho Cliq Team, Hope you're doing well. We would like to request the addition of Hebrew language support for the Meeting Transcript and Summary feature in Zoho Cliq. Currently the transcript and summary feature is available for recorded meetings and

• Zoho Inventory for VEHICLE Business

  Can someone guide me, how we can import list of stock items pertaining to stock of cars. The unique number is Chassis Number

• update warehouse id for closed credit notes

  the code run successfully but its not updating the warehouse, i send payload of warehouse id and name ,then tried to clone exisitng with updated fields .. lost one week in this.. <?php namespace App\Http\Controllers; use Illuminate\Http\Request; use App\Libraries\ZohoConnector;

• Monitor Ticket Transition Through Lifecycle Report

  Hello everyone, We have introduced lifecycle report under the pre-defined or static reports to provide better visibility of ticket transitions. For more information kindly refer to the help doc: Monitoring Ticket Transition with Lifecycle Reports Importance

• Importing Tasks : Where is the flexible work hours field ?

  I need to be able to import a years worth of flexible hours for our part time workers, but I can't find what field to import to. When I do an export, there is nothing that signifies Standard/Flexible and whenever I import it automatically sets it to Standard...

• Zoho Campaign initial Setup

  Clarification on Contact Consent for Email Campaigns in Zoho Campaigns I’m currently setting up an email marketing campaign for my organization using Zoho Campaigns, and while going through the process, I came across the requirement of having contact

• Zoho Projects Roadshow, Australia & New Zealand - 2025

  Dear Users, We are happy to announce the Zoho Projects Roadshows 2025 in Melbourne & Auckland. Our team will discuss industry specific solutions as well as help network with other participants. If you are an existing user of Zoho CRM, Zoho Books, or Zoho

• Filter lookup field using client script

  Hi, I used client scipt to filter a lookup field- the trigger is on detail page onload. It works, however sometimes when I start typing in that field the filter is removed and the whole list is shown. What can I do so that should not happen? Thanks

• Múltiple Deals when converting a Lead

  Hello!!! I hope someone can help me figure out the best way to handle this scenario. I have a multi-select field named “Service” in the Leads module that captures either Service A, Service B, or both. When converting a lead, Zoho CRM currently creates

• Zoho Sprints Integration with Zoho Desk

  Hi Team, I'm trying to integrate Zoho Desk with Zoho Sprints, but it's showing the message, "There are no teams available in Zoho Sprints. You don't have any teams! Click here to add." What should I do next to ensure a smooth integration?

• CRM API Search Record for Last Name equals "."

  When using the CRM API to look for all contacts with a lastname = "." The API returns an Invalid Query Reponse I have tried (Last_Name:equals:.) (Last_Name:equals:%5C.) (Last_Name:equals:\.) We have a scenario where the Last Name may not be known for

• Layout Rules Based on Task Owner

  We are managing our entire workflow on Zoho Projects From Deal to Shipment to Receiving Payment Now there is one thing that I would like to the ability is to Show or Hide different fields based on Task Owner For example for Shipment Tasks I would like

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