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• Sticky Posts

• An update to improve email delivery | Email Authentication & Relay

  Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Recruit account. Effective 31st December, 2024, emails sent using email

• 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 December 2024, we will be implementing changes to the use of

• Zoho Recruit User Group Meet-up — India 2024

  Hello Zoho Recruit users from India, We’re pleased and excited to announce our 2024 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,

• Recent Topics

• Syncing Fields Between Accounts AND Deals

  Please don't email me, I will check this thread for updates daily. I have a custom set of 10 fields (CFSET) in my account pages and deals pages. I want to fill them out on accounts pages per each, then when I make a new deal in an account, I want to copy

• Customer Statement Template

  Hi. how can i add order number "customer LPO number" in the customer statement. regards

• Unable to see clients/accounts from my CRM on Zoho Recruit.

  I am wanting to see my clients/accounts that are on my CRM within Zoho Recruit. CRM and Recruit seem to be integrated as I have access to all of the candidates, but there is no option to get my clients on there. I have activated the extension in marketplace

• need help to set up feeds to Zoho books with CRM Perks plugin

  Hi there, I need help setting up feeds with the CRM Perks plugin. It is supposed to send various feeds, like orders, payments, etc., from Woocommerce to Zoho Books. I have been trying so hard but seem to be too thick to get it done :-( For months, I worked

• Unable to add organization consultants and contractors in Zoho People

  Hello Team: I am unable to add my few consultants and contractors in Zoho People. How to add these people as Users?

• Zoho Books Bank Feed

  Good afternoon, Is it possible to change the bank feed provider on a bank account. I'm using Plaid but think that Yodlee would be better in terms of pulling transactions in a timely manner. Thank you.

• Setting default From address when replying to request

  At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com.  The first two are really internal address that should never be seen by the customer and

• Auto-Create OneDrive Folder Structure Upon Lead Creation

  Hello, New to Zoho and looking for help on a critical process automation I'm looking to implement. My company currently utilizes OneDrive for file management and the folder structure is Proposals -> Client Name -> Address (where I need to initially create

• 🔍 How to effectively organize data in a CRM? – My approach and questions for you

  Dear ZOHOssians! While working on organizing data in a CRM, I decided to use the native modules: Leads, Deals, Contacts, and Accounts as a solid foundation for managing processes. However, I’m now exploring the next steps and considering various options

• Stock Count

  The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important

• Annoying Pop-Up Zoho Advertisements and Announcements Within Apps

  It is beyond frustrating to have to close out Zoho's announcements for Webinars, Zoholics, updates, events, etc while working within ANY of the Zoho apps. I see it when accessing Zoho One, Cliq, Creator, and CRM. Zoho boasts to be a professional solution

• Images uploaded onto text notes through the mobile app won't render

  When uploading am image onto a text note, exiting the note and going back in, the image is gone and shows an error icon in its place, and also won't display directly on other devices, including on the desktop version. Uploading the same image on the same

• Marking a Desk ticket as Unread after merge

  We have a custom script that runs against every new ticket and auto-merges it with any existing ticket that matches our criteria. That works fine but there is no functionality that reverts the newly-updated ticket back to an "unread" state. I found the

• Trying to do commission tracking with zoho crm, can i do a Lookup against multiple fields in a module?

  So i'm still designing my zoho one crm as i come over from salesforce. One of the things i'm trying to build is a commission tracking module. At some point i'll probably hire someone to help with custom code, I'm just proof of concepting it. I"m not sure

• Internal Support and Assigning Tickets

  I want to set up an Internal Desk Support system. Here is what I need... We need our internal "Support" staff to be the Ticket Owner We need to be able to identify who the "Account Manager" is on that client and get emails as part of the ticket. I'd like

• Filter a Zoho Creator main report by a field and display other related reports in sections on a Zoho Creator page

  Hi, How can I filter a Zoho Creator main report by a field and display other related reports in sections on a Zoho Creator page? Part of what I was given below is setting up sub-reports, but the subform field prompted me to link a form, not a report.

• FAQs on Approval Process - Post your Questions

  Dear All, Greetings! Approval process allows to validate records and streamline the process across organization to ensure a systematic approach. To resolve your probable queries, we are constantly gathering relevant FAQs and publishing them to address

• Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

  We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

• Introducing Social Toolkit

  Hi everyone, We're thrilled to launch Social Toolkit, a one-stop dashboard to help take your social media presence to new levels by letting you create aesthetic profiles and share content that your audience will actually enjoy engaging with. Social Toolkit

• Requesting a file upload in Zoho Workplace not possible?

  I’m new to Zoho Workplace and am mostly liking it. However, it seems as though collecting/requesting documents is not available in the workplace version of WorkDrive. Am I missing something, or would I need to subscribe separately to another WorkDrive

• Poor Email Delivery

  Our company used Zoho about 2 years ago and always had trouble understanding why a great deal of our emails from Zoho CRM and Zoho Marketing Automation ended up in the recipient's spam folder regardless of the email content and despite having our domain

• No table view in "All departmens" mode

  Hello, I would like to have an overview of all tickets, so I have to switch to "all departments". But here I don't have the possibility to activate the table view. But this is mandatory, so that I can see certain fields without having to open each ticket

• Where to Map Candidate fields to Employee fields in Zoho People 5.0

  I can not find options anywhere on Zoho people 5.0 where I can choose how the data fields are mapped from the candidate form to the onboarding form

• Get Creator Form Record ID and Subform ID's

  Good Afternoon everyone. I have a Creator form with a on success workflow. I'm trying to get the form record ID and the subform record ID(s) but they keep coming up null. There is data in the subform I use it elsewhere. Can anyone help me pull the ID's.

• WhatsApp and Zoho Creator Integration

  How we have integrate WhatsApp App with Zoho Creator without using external application ?

• Guidance on Making Zoho Desk Connections Available for All Data Centers

  Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on

• Can we create Sprint with tasks from Multiple projects?

  Hi Team, We were using Zoho Sprints for quite sometime. Currently we have started the process of Sprint method. We couldnt create the active sprint board with the tasks from multiple projects. I would like to know whether this is possible or Any timeline

• Ability to use Dynamic goals in Motivator

  Is there any way to create dynamic goals in Zoho Motivator? By "dynamic" I mean: not the same target every period, but varying from period to period. For example, in our organization, sales reps are supposed to target beating the same month's sales last

• Using Snippets in Comments

  One of our Agents asked about using snippets in comments. We don't see this as an option at this time, only in reply mode. Is there a way to enable this?

• Calendar - "super compact" week view

  every time i go to my calendar i have to re-engage the "super-compact view" for the week view...is there a way to make "super-compact" a default view so I dont have to keep on setting it manually?

• zoho calendar week view - "super compact by default"

  every time i go to my calendar i have to re-engage the "super-compact view" for the week view...is there a way to make "super-compact" a default view so I dont have to keep on setting it manually?

• CRM portal: no Create/Edit options available for custom module

  I'm experimenting with setting up a CRM portal. I'm not able to select Create and Edit permissions for a custom module, even though the data sharing settings for this module has been set to Public Read/Write/Delete. What other settings do I need to enable

• Which are the IP addresses to use for 'split delivery' with Office 365? (Zoho mail inbound gateway)

  Hi, I'm trying to set up 'split delivery' (email routing) with Office 365. I'm following the instructions to set up Office 365 as the primary server (https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html) One of the prerequisites

• Allow submitter to type a choice in a 'Multiple Choice' field

  Is there any way to allow the person filling out a form to manually type in a choice in the 'Multiple Choice' field? So like have the option of allowing the last field to be 'Other' with an input field...

• All Inbox emails are marked as read automatically

  Hello friends! I have and issue that all new emails in Inbox are been marked automatically as read. Plase how can I fix this??

• How to Add Portal Users in Zoho Creator's Development Environment for Testing?

  Hello, I’m working on a Creator app with a customer portal and implementing filters based on the logged-in user (customer). To test these filter functions, I'd like to simulate or add customer portal users in the development environment/database. Is there

• Mapping a custom picklist to another picklist when creating a connected record with a workflow

  Hi, I have some workflows that move records between pipelines, the issue is that when setting up the workflow that creates the connected record, there is no option to map the value from a picklist in one pipeline to another. Please watch: https://www.loom.com/share/4e5fa969b21043748414154c036cdd47?sid=dca0fd16-73f2-4fe6-a9d3-7a4c0c40c2e6

• Initiate data import using Deluge script

  Is it possible to open the screen to begin the importing of new records using Deluge? So for example, my users would click a button on a form that starts a workflow action. This action would then open the screen to "Import Data for Current User Projects".

• Whats App Automation

  It would be nice to be able to send out an automated whats app message template on moving stages or creation of a ticket (same as you can do for automated emails). Currently only automated emails can be sent. Also, if whats app could be used more effectively

• Lookup field - Can I avoid using advanced search?

  I have a lookup field in my app that has surpassed 500,000 records, now basic search is disabled and I'm forced to use advanced search. That adds multiple steps to what used to be very simple. Before: Select field > Type last digits of product code and

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