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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

• Tip 9: How to word wrap content in notes to fit your window size.

  Hi folks, I hope our previous tips have been useful to you. Today, we are back again with an easy hack that will help you to auto-adjust form notes to fit your browser window size. Add Notes Field is one of the most commonly used fields while creating forms. We use the Add Notes Field to either provide some instructions to the users filling the form or to display a disclaimer. Whatever may be the case, it is essential that we should be able to auto-adjust the content in the Add Notes field. To do

• Important update on Group Management | Zoho Mail

  Dear Zoho Mail Community, This post is to inform you all of the following updates on the Group Management in Zoho Mail. Group Member Addition: If a group member is added to an organization group in a Zoho Application, the member will be automatically

• Zoho books not accepting valid state code via api

  Hello, I am using make.com to create a contact and then invoice for a Shopify orders. However, while creating contact I'm getting "please provide a valid state code" error even though I'm providing correct state code. For example I'm providing MH as state

• Unified View Desk Tasks

  In the unified view of the tasks, It is not possible to have the tasks of all the services in Zoho Desk. We have to choose a service to display but It's not really the purpose of the unified view

• Offline for Maintenance Option

  Making changes to a live application can cause problems. I'm suggesting a new application settings option to temporary disable all access to an app so the admin or developer can make changes without any user interference. Additionally, while the app is offline, there should be some ability to present the users with a customized notification page (perhaps a view within the app itself). For example, "This application is undergoing maintenance and will be back online Sunday at 5 PM. Please email smith@net.com

• How do I categorize my Sales Tax payments on bank statements

  I have uploaded my bank statement and I am trying to manually categorize my sales tax payments and I am not able to use a liability account - using the standard account for Sales Tax / Tax Payable. What am I doing wrong?

• Can't create Workflow for Module 'Service Appointments'

  Hey everyone. I am trying to create a workflow from FSM to Desk. When I start the creation process I select the Module (Service Appointments) and then title it and hit next and it just sits there. Now If I select a different module it works fine. Have

• Is it possible to set a default field value in a Layout Rule?

  I would like to be able to set a default field value based on a layout rule, rather than a default value in the main layout screen. Example: if Field X is set to 'Banana' then set the default value of Field Y to 'yellow' if Field X is set to 'Strawberry' then set the default value of Field Y to 'red' Is this possible? I don't want to use a workflow rule because a) we've hit our limit and b) it needs to happen straightaway whilst the user is on that screen.

• Update Client Record based on creation of custom module record

  Hi! Hoping for someone's help with this one. I have a custom module called 'Agreement History. Whenever a deal is won, it creates a new record in this module with associated 'Products' and 'Clients' to track rental history and contracts. What I'm trying

• 【Zoho Projects】時間基準のワークフロールール

  本投稿は、本社のZoho Desk コミュニティに投稿された以下の記事を翻訳したものです。 Time based workflow rules for projects and tasks ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 プロジェクト管理者は、タスクの締め切り管理、通知の送信、フォローアップなどに多くの時間を費やしています。 これらの作業を手動で行うと、負担が増すだけでなく、対応の遅れや漏れが発生する可能性もあります。 Zoho Projects のワークフロールール（時間基準の処理）は、こうした繰り返し行う作業を時間基準で自動化し、

• Making post copy bold and other limitations

  Hello, Posting through Zoho Social, copy that I make bold in the post copy field appears differently in the actual post. eg: 'Exciting UnLock News!' is supposed to be in Bold San-serif, however it displays as bold Serif font instead. Can this be fixed?

• How do I update custom fields for a contact via the API using the List Management API

  I have added a new contact via API, which is just the email address. I now need to add first name, last name, and a few other custom fields (and their associated data). I can't seem to find an API that allows me to update contact information?

• Amazon Integration

  Hi, I am seller on Amazon , & I would like to sign up for Zoho books. However my question is can we automate/integrate invoicing, charges and returns in amazon with Zoho using API? Do you have a developer for this? I did take a look at zapier however it just has a create Invoice function nothing else.

• Connector working as expected but not when called from an extension

  I am playing around with building a Zoho CRM extension and seeing if anyone has some insight on the below issue I am facing. When I execute the Connector API it works as expected returning me the download URL for a merged document that has merged successfully.

• Inserted Records not showing in Kanban view

  When insert a new record into a report from a workflow, it doesnt show in KANBAN view. When i view the report in a regular list view, the records are there. If i edit the record (while in list view) and then update it at all (even if i dont change anything,

• Zoho creator dropdown option update using deluge

  Hi how can i add options in dropdown rather than updating manually

• Add an Iterator Module to Zoho Flow

  Hi Zoho Team, I hope you're doing well. We would like to request a new feature in Zoho Flow: an Iterator module. An iterator is a special type of module that converts an array into a series of bundles, outputting each array item as a separate bundle.

• Restrict form submissions based on records of another form

  Hi, is there a way to restrict submission of one form based on records of another form in creator? For example, there are two forms: one to collect user registration details, and one for a registered user to submit information. If there is not a record

• Forwarding email into Desk - DMARC errors

  Hi, Our email domain is hosted through Exchange Online (Office 365). Customers email support@ourdomain.xyz which is delivered to Exchange. Exchange rewrites the TO email header to the email address associated with our Zoho Desk (support@ourdomain.zoho.xyz).

• ASAP Chrome Extension not loading

  We have ASAP enabled in Zoho Desk. I installed the ASAP Chrome Extension (Windows 10), but when I click the extension button while on our site, it never fully loads. I just get what's shown below.

• Why is the Zoho portal not mobile friendly?

  I just got started with the portal and im sort of shocked how it looks. I already filled a hint/complaint about this. On the website you see a wonderful site with a modern design. Yet in real life its a mid 2000 look and feel. One major issue i see thats

• Unable to access Zoho Help Community on my main browser

  Hi, I have been unable to access https://help.zoho.com on my chrome browser for a while now. Initially I thought it was a glitch from Zoho, but when I accessed from incognito mode, I was able to access it. I have cleared cache - cookies, but still access

• Free Webinar Alert! Building Your Brand: Solopreneur Tips to Use Zoho Mail

  Hello Zoho Mail Community! We’re excited to invite you to an exclusive session: "Building Your Brand: Solopreneur Tips to Use Zoho Mail." In this webinar, we’ll explore how Zoho Mail helps solopreneurs create a professional brand with custom email domains,

• Tip 24: How to generate a file preview in a report without downloading it.

  Hi folks, This month we will teach you how to preview a report file before sending it to someone or sending it for approval. While viewing reports in Zoho Creator, users cannot access or preview files uploaded through the File Upload field without downloading them.    In this tip, we'll show you a way to do this. Key concept: The best way to achieve this function is to preview the uploaded file's content using the Add Note field in a stateless form (pop-up window) based on the record ID.   Use case:

• Enhanced Column Customization in Zoho CRM Email Templates

  Dear Zoho CRM Team, I'm trying to create a footer in the Zoho CRM email template based on a specific design, but I’ve encountered limitations with the current WYSIWYG editor. Currently, the editor only allows adding preselected column structures with

• Instantly refine your CRM dashboard using Filters and download underlying data – all in a few clicks!

  Update: The enhancements mentioned in this post have been released to all users in all DCs. Hello everyone, Imagine you’re a sales manager overseeing multiple product lines across different regions. You're viewing your sales dashboard in Zoho CRM, which

• Understanding "Deposit from Other Accounts" vs. "Sales Without Invoices"

  Hello, Zoho team! I am a new Zoho Books user trying to correctly input some historical financial data. I'm hoping you can help me understand best practices for when to use "Deposit from Other Accounts" vs. "Sales Without Invoices." I'm an author who receives

• I can not receive emails.

  MY MAIL BOX DOSE NOT REISIVE ANY MAILS

• How to Export Filtered List of Contacts?

  This seems like it should be simple, but I'm stymied. I'm trying to export a filtered list of my Contacts for analysis in a spreadsheet. The use case is that I'm an ecom business based in the US. The bulk of our customers are individuals stored as Contacts.

• ERROR CODE :554 (certain recipients are bouncing my emails)

  I had set up my SPF, DKIM, and DMARC properly as far as I know, and they look proper according to mxtools and some other online checking tools. My mail does go through to gmails (although still was in spam at first), but certain domains bounced me. I'd

• How can I create a deal with multiple payment milestones in Zoho CRM?

  Hi. We are a services based company and most of our deals involve monthly invoicing for T&M work or payment milestones for fixed price projects. How can I create a Deal in CRM that shows monthly (or multiple) payment milestones, rather than just the total

• View and manage your records in Calls, Events, Tasks, Contacts, and Accounts with Table View

  Hello everyone, So far, Table View was available for the Tickets module; now, we have included it for the following modules as well: Calls Events Tasks Contacts Accounts Managing customer interactions and activities often requires navigating through multiple

• Contacts are imported successfully but ignored when I send a campaign (due to non-marketing type)

  Can someone please help, When we sent a campaign yesterday, we received the following message: "The number of contacts from the selected mailing lists are 161. We have ignored 11 contacts due to its non-marketing type." So only 150 people got the message.

• How to add Line Breaks for Task Description with API v3

  How do we add line breaks to the Description field of a Task using API v3? https://projects.zoho.com/api-docs#tasks#create-a-task Previously I was using "<br>" with the old API. When I use that with v3, it just prints "<br>" as text instead of adding

• Extract first and last name

  I am trying to build a custom function in Flow, when a new Zoho Booking is added I want to split the Name field into first last name. I understand the function needs to be a string and this works but I am unsure how to write this in the flow script. result

• I have a problem which is that the posts are not published

  I have a problem, which is that posts are not published. Since yesterday, I have tried more than 50 separate posts without any new information.

• Uploads in creator app

  So I have a file upload in the app, I can upload the file to it easily, but can't then download that file, there appears to be no option to?

• Ayuda: Cómo Integrar / configurar el Facebook API de conversiones con Zoho Sites

  Buenas tardes foro, no sé si ya se ha respondido esta solicitud, soy un usuario de zoho con nulo conocimiento en códigos, programación y queria saber si existe un tutorial o un paso a paso de cómo Integrar / configurar el Facebook API de conversiones

• Push app events to Zoho CRM for enhanced engagement

  Push app events to Zoho CRM for enhanced engagement Hello Apptics Community, Introducing Zoho Apptics' integration with Zoho CRM – a new addition to the list of apps you can integrate with Apptics! You can now analyze event data from Apptics alongside

• I can't auto-scheduling calls down - the code does not change anything

  Hi, I was trying to set a function that auto-schedules calls based on their call result; i.e "Requested more info". I had also included a reminder to send an email in the code. I logged a test call and nothing changed. Is there anything wrong with the

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