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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

• Paste Screenshot in Ticket

  We love Zoho Desk, but we miss the ability to paste screenshots directly into a ticket.  I know that others have requested this functionality, but I thought it would be good to add it here as well.

• Refreshing screen collapses Starred Views and Expands All Views

  Just in the past few weeks I've noticed that when I refresh my screen, it now collapses my Starred Views section and Expands the All Views section. This is not how it used to work in the past. It is frustrating.

• How can I reduce the size of the lightbox?

  Hello - I want to reduce the size of the lightbox overlay function on my site. Currently it occupies the WHOLE screen when activated, which I'm not a huge fan of. Is there anyway I can reduce the size of the lightbox overlay? Say, it only takes up 75%

• Update multi-select lookup via API? Or allow for import of multi-select Lookups?

  When will the ability to update a multi-select lookup via API be available? Also when will we be able to import a record with multi-select lookups? I understand a linking module can help with this, but linking modules in our scenario would only be used

• Would like to create a bounce-back for incoming emails

  Hi all, I have a catch-all address, now from this I would like Zohomail to bounce back specific email addresses to the sender. Would like the server to send back an email from zoho servers stating that the intended addresse is no longer valid. while retaining

• Cambiar nombre de usuario

  Hola. Tengo una cuenta en zoho, por ejemplo Minombre @ midominio.es Y quiero cambiarlo a Miotronombre @ midominio.es Se puede cambiar??? Con la cuenta gratuita de zoho, cuantos nombres puedo tener en un dominio??? Gracias y buen dia

• Error in connecting to WorkDrive

  I'm trying to write a script to look in a specific WorkDrive folder and if there is a csv or xslx file, copy it to a different folder with a modified filename. That gave me the error: {"errors":[{"id":"F6016","title":"URL Rule is not configured"}]} So

• Help with Zoho Books Deluge code error

  I have this deluge code im writing for Zoho Books button, it throws an error: Check and update the code in line 12 as there is a Exception : Error at line :14 Improper Statement Error might be due to missing ';' at end of the line or incomplete expression

• Problem - cant add Users (i.e. Zoho one / CRM Users) to BCC or CC in email, i.e. Sales orders or Retainers

  I can go to zoho books email templates, and select any email template, and automatically include any Zoho One user, i.e. member of staff. However in the context of sending an email, it will not let us add a member of staff from the user list, instead

• Referring to Zoho user groups in Deluge?

  Hello, I am wondering whether it is possible to refer to Zoho user groups (with whom the application is shared) in Deluge. I currently restrict records to be viewable only if the login user created the record, but I would also like to make all records viewable if the login user belongs to group X. Thank you.

• customers enter orders?

  Anyway we can let a customer into CRM and enter their own orders , no access to anything else except history reports, no access to any other contacts. Greg Aanes 2109 Queen Street Bellingha WA USA

• Can I associate a lead with an account?

  Hello, Can I associate a lead with an account?  The only way I can do this at the moment is if I convert them from a lead.  But we have a situation where we have multiple leads for one customer so I will need to see both leads when I am viewing this customer. Thanks. Jason

• 404 error for sites

  I'm getting a 404 error for all the sites that I created...they were working just 4-5 hours ago....

• Default view to Gantt

  Greetings How does one set the default view to Gantt?

• Condition in templates

  Is it possible for me to add merge field conditionally in my templates. For example Dear ${Leads.Gender == "Male" ? "Sir" : "Ma"},

• Group Sales Inbox with subfolders

  I am looking for the most effective way to create a group inbox.  I am exploring Zoho coming from a CRM where we have a group sales inbox, which is divided into 3 subfolders depending on which language the sender is sending the mail to.  We have an English, Spanish and French email address where,each message is going to one of the subfolders in the main sales inbox. I have only been using the Zoho system for a few days and am trying to set it up the most appropriately and would like to know how this

• Why cant I add users to my Portal, Workspace or Base?

  When trying to add users a view within my base, the users arent appearing. They are part of my organisation user list and should be available for selection when sharing a view within a base, but they arent popping up to select. What could the issue

• How can I make a part of a form be divided into two columns?

  Hi, i have a form, and i want to have 2 columns in the form but not completely, so, the first part of the form have 1 column but in the bottom of the form, i want 2 columns, how can i do? Thank you.

• Get a realistic picture of your revenue with Forecast Adjustments in Zoho CRM

  #crm25q1 Dear Customers, We hope you're doing well! Today, we're here with an important enhancement for business decision makers: forecast adjustments. Let's get straight to it! With technology on the rise and CX at its core, businesses are constantly

• Filter timesheet by log title

  Hello, is there a way to filter timesheets by log title (or to group by log title). Thank you

• We are being told that emails sent to us bounce back on first attempt, then go through upon the second attempt. How do we fix this?

  As the title suggests, when interacting with another business today (one that is also using their own domain emails) we were told that each time they sent an email to us, it would bounce back upon the first attempt, only to go through successfully upon

• Workflow Based on Manual Journal

  Manual journal entries are one of the few areas that cannot kick off a workflow automation in Zoho Books currently. I would propose considering adding that. My use case is that the payroll provider I use (a flavor of SurePayroll) has a Zoho Books automation

• Assistance needed in transition if firm is converting into company

  Hello! Our sole proprietor firm is converting into private limited company. I would like to know what needed to be done in zoho books for such case. what are steps that needed to be perform for transition process in our zoho books organization profi

• Partner with HDFC And Sbi Bank.

  Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

• How to install Widget in inventory module

  Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?

• Picklist reference value in REST

  picklist options can be configured to have a different reference value than the displayed one, should be helpful in things like multilanguage: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/translations/articles/translations is there a way

• Verify email addresses to be eligible to use BCC dropbox

  Dear Customers, We hope you're well! Zoho CRM allows various modes of email correspondences for various purposes. A user can integrate their email address with Zoho CRM using the IMAP/ POP3 protocols to sync their mailbox with the CRM, the admin can integrate

• How can I edit the Picklist History?

  I was working with some custom functions in CRM that inadvertently triggered unwanted changes in a picklist history for the Accounts module. It is absolutely essential for the business that I roll these changes in the subform back because they throw off

• Effortlessly advance through your CRM blueprints by including optional fields in transitions

  Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all

• Subform Lookup field showError doesn't clear in Client Script

  I have a lookup fields Deal, Account and Lead in Subform, I am checking if its null or not If its null It shows an error, but when I select some value for the Lookup Field it doesn't clear the error , for other fields such as single line or pickup etc.

• Whatsapp Notification For Cliq

  We have integrated WhatsApp Business into Zoho CRM, and messages are coming through to the CRM. However, I want a notification message to be sent to the data owner in Cliq when a new message arrives. This doesn't seem possible through rules. Is there

• Debit opening balances of vendors

  Dear colleagues: I am looking at the trial balance as on 31st March 2024, and punching opening balances (1st April 2024) in Zoho Books. Vendors have credit balances, by its nature, but some of our vendors have debit balances as well (e.g., we have paid

• Get Ready for In-Person Meetups Across Asia-Pacific this April 2025

  Hello to our vibrant Asia-Pacific Community! We are thrilled to bring our Zoho Desk Experts to your cities! What's more special than meeting in person? This is your chance to: Connect directly with our experts Address your concerns firsthand Discover

• Participation handler does not get triggered on photo comment edits

  I'm working on a bot participation handler to automate a task. For this to work, a photo with a comment is required. The bot does see a "message_created" operation, but it does not trigger a "message_edited" when a photo with a comment that has been posted

• Request for refund

  Support, Yesterday we purchased month of Zoho projects and after testing out the software we've determined that it falls extremely short of suiting our business needs. The user interface is confusing, non-intuitive, and worst of all, HORRIBLY SLOW. Because this software has been of absolutely no use to use, we'd like to request a full refund. Unfortunately Zoho provides no contact information or options to do so. That said, please consider this post a request for a full refund of our month of Zoho

• Inquiry regarding B2B website through Zoho Commerce

  We are looking to build an online B2B customer portal for Consumer Goods primarily for order placement, with an e-commerce-style layout. Additionally, we would like to offer our customers features such as: 1.Viewing past orders and order updates 2.Accessing

• Query Regarding dynamic Item Creation for Invoice via Zoho API

  Dear Zoho API Team, I am currently working on integrating invoice creation using the Zoho API. While testing, I noticed that the item_id is a mandatory field in the line_items section. However, there are scenarios where an invoice from a third party includes

• Having trouble with emails not sending from zoho mail web client

  Hi we have been having this problem from a few of our email accounts where they are unable to send the email at first and then if they try to send it multiple times quickly the email appears to send but does not show up in sent.  The Error is shown below. Unable to connect SMTP server:smtp.goric.com Reason:Unknown host:

• Pausing WhatsApp Marketing Messages for US Numbers Starting April 1, 2025

  Dear Marketers, Starting April 1, 2025, WhatsApp will temporarily pause the delivery of all marketing template messages to users with US phone numbers (+1 dialling code and US area codes). You can read more about it here. This new measure by Meta is a

• Zoho Workdrive Fixed View or Sort Settings for External Links

  Hi , For the folder links we shared via an external link, it would be great if we could set the view and sort options that the external user will see when accessing the file through the link. Thanks to everyone.

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