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• Sticky Posts

• 8 Neat Tricks in Writer You Should Know About

  Want to get the most out of Writer and speed up your work? You've come to the right place. We've compiled some productive shortcuts in Writer that can help you get work done more quickly: 1. Look up synonyms   No more need for a bulky thesaurus! Use Writer's synonym suggestions to explore different word choices, and find the one that fits your style and tone the best. All you have to do is right-click on a word, and select Synonyms from the dropdown list.  2. Insert images, tables and more   Typing

• Tip #26: Filter your records before merging a document

  Tom is an HR executive who has to send onboarding emails every month to newly joined employees. He has a master spreadsheet with all the employee details, and new employees are added to them as they join. It's the month of March and Tom has to send onboarding emails to employees who've joined this month. But, how is Tom going to go through a big spreadsheet with multiple new and past information, and send onboarding emails to the set of newly joined employees?     Simple, by filtering and merging

• Tip: #11 Collaboratively fill documents with your colleagues and clients

  Last week we talked about how Fillable Fields can help you create contracts and proposal templates you can repurpose across your processes. This week, we'll talk in detail about how to collaboratively fill those templates with your clients and team.    Say you've entered into a contract with multiple clients but the final contract amount is still under negotiation. Using fillable fields, partners can quote their contract fee directly in the template document without affecting other areas of the document. You

• Tip #07: Five best defaults in Writer you can change to complement the way you work

  Find yourself adjusting settings to the way you like every time you create a new document? Try tweaking the default settings instead.  From font styles to auto correct options and more, here are the five best defaults settings you can control.   1. Default font style   Use your favorite typography across all your documents. You can customize a font style by adding a color, adjusting its size and more, and then set it as default.    To do this, go to More Options > Format > Font. Choose a font style

• Tip #06: Make the best use of Zia in Writer

  About to share your work with your team? Looking to get a second opinion quickly before that? Let Zia do it.    Zia, Zoho's AI-powered intelligent assistant is now part of Writer. She's trained to check and polish your work. She doesn't just read, she understands. So apart from grammar and spelling checks, she'll let you know when you've used a wrong adjective, or have missed out words based on the context of your piece.   Every time you write, Zia makes a scorecard after carefully assessing your

• Recent Topics

• Doubt about maximum email reach

  Good morning, greetings. This is Bramdon García from EDULABS S.A.S ESP, located in Colombia. I'm writing to inquire about the possibility of sending an email to 35,000 people simultaneously. Our company has a Zoho account, but we'd like to know if there's

• Zoho calendar not working in browser

  Hello, I am new to Zoho. I have two accounts for two separate businesses. In one of them, calendar loads in a browser no problem. However, if I use this account (sairfeetmusic.co.uk) calendar does not load. I also cannot add it to my Thunderbird Lightening

• Authentication Failure when adding POP3 accounts

  Hi everyone, I am a new user currently migrating from Gmail to Zoho Mail. I decided to make the switch following Google's decision to discontinue POP3 fetching. I previously used Gmail as my primary mail hub, and Zoho seems like the perfect alternative

• Trident Application Folder

  Hi, How to choose installation folder for Trident, by default it gets installed in C drive. How to change drive?

• Email disappeared to specific contact

  Good afternoon, this morning I emailed somebody. This email isn’t showing up in my sent folder. They sent me a response which I clicked on and it disappeared immediately. Why could this be?

• 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

• Updating records through Zoho Sheets View doesn't update timeline or trigger workflow rules

  I have noticed that when i update a series of record with the zoho sheets view (see here http://d.pr/i/ahnR) it doesn't update timeline history or trigger workflow rules. I am using it in the Deals module. Looking forward for some more info. Denis

• Mail Search should allow grouping by conversation like Gmail.

  Having switched from gmail I have found the search function hard to use. Mostly because mail is not grouped by conversation in search. If I search for a word when looking for a conversation had with someone then sometimes 10 emails will come up from the

• Updation of Old Browsers Versions for Zoho CRM

  We have upgraded the default browser version for CRM to facilitate features like widgets and scripts that are often implemented aside from advanced functionalities for various business requirements. The latest version is aimed to provide better performance

• Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

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• Zoho Desk domain Mapping not Working Showing CNAME Error

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• Founders using Zoho — are you leveraging Zoho Campaigns + Zoho Social for thought leadership… or just sending emails?

  I’ve noticed something interesting in the Zoho ecosystem. Many founders use Zoho Campaigns and Zoho Social for basic marketing—newsletters, scheduled posts, and announcements. But very few are using these tools strategically to: • Position themselves

• IMAP stopped working after enabling 2 factor authentication

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• Rename Service Report

  Some of our customers are requesting the name of the service report PDF to be in a specific format, for example, instead of REP-001.PDF some are requesting to include their name like customername.pdf. is that possible?

• Outgoing emails rejected due to SpamCop RBL listing (IP 136.143.188.12)

  Hi All, I am writing to report a deliverability issue affecting outgoing emails from my Zoho Mail account. Recently, several messages sent from my domain (example.com) to external recipients have been rejected with the following error message (redacted

• Share Record Ownership in Zoho Recruit

  We’re introducing User Fields in Zoho Recruit designed to make collaboration easier when multiple team members need to work on the same record. With User Fields, you can extend record ownership beyond a single user and enable smoother teamwork across

• Recherche d'un développeur

  Bonjour, j'ai un projet de SAAS sur une base de zoho créator et zoho CRM et je recherche un développeur qualifié français pour créer l'application créator (fonctionnel et graphique) et les workflow et blueprint de CRM

• Customer Parent Account or Sub-Customer Account

  Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

• Cloning a Pick List

  I have an existing Pick List in my Contacts that I want to drop into my Leads. Is there a way to copy or clone the field with it's accompanying Pick List? Thanks for your time. Moderation Update: While we are yet to support cloning action of modules and

• I wish to upload 40000 Resumes in Zoho Recruit Database. Can I do this in batch of 1000 Resumes ?

  I would like to upload thousand or few hundred of resumes in Zoho Recruit in one go. Please let me know how can I do this Or migrate my 40000 resumes from previous ATS to Zoho Recruit.

• Zoho Writer for Proposals

  Hi, one of the things we've struggled with since moving to Zoho ecosystem is our proposal software Qwilr does not integrate well. It surprises me Zoho doesn't have proposal software but given all the capabilities of Zoho Writer, I'm wonder if anyone is

• Custom Fonts in Zoho CRM Template Builder

  Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

• Foutmelding bij uitvoering/opslaan functie 'Left expression is of type TEXT and right expression is of type NUMBER'

  Hoi! Ik heb een workflow (zie bijlage) die wordt getriggerd zodra de verwachte weekomzet van een bedrijf wordt aangepast naar een bedrag hoger dan 0. Op dat moment moet een functie (zie bijlage) gaan berekenen wat het benodigde kredietlimiet moet zijn.

• Hoe kun je Nederlandse loonstroken boek in Zoho Books?

  Beste Community, Heeft er iemand een idee hoe je standaard loonstroken kunt inboeken in Zoho Books? Ik ben benieuwd hoe jullie dit doen en wat de mogelijkheden zijn.

• Unable to Filter Retail Sales Orders & Need Paid/Unpaid Filter – Zoho Books

  Hi Zoho Team, Recently you introduced Retail – Standard and Retail – Premium templates for Sales Orders. However, in the Sales Order module we still cannot filter or segregate Retail Sales Orders separately from normal B2B sales orders. Because of this,

• Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?

  Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installaties

• Possible to delete the "Big Deal Alert" in Zoho CRM?

  Hi, Is it possible to delete the "Big Deal Alert" in Zoho CRM? My company has no need for it and I want to remove it to clean up my email templates list. Thank you. Moderation Update: Currently, the option to delete the "Big Deal Alert" template is in

• Allow selection of select inactive users in User data fields

  Hello, We sometimes need to select a previous employee that has an inactive account in the User data field. For example, when doing database cleanup and indicating actions are done by a certain employee that weren't filled out when they were part of the

• [Webinar] Top 10 Most Used Zoho Analytics Features in 2025

  Zoho Analytics has evolved significantly over the past year. Discover the most widely adopted features in Zoho Analytics in 2025, based on real customer usage patterns, best practices, and high-impact use cases. Learn how leading teams are turning data

• Do buttons and vba msgbox work on mobile, specifially the iPhone zoho sheets app?

  In Zoho sheets on the web, I inserted a button and assigned a VBA macro to it. It pops up a msgbox with some text. When I go onto the iPhone mobile zoho sheets app, the button is there. When I click on that button, the spinning asterisk appears for a

• [Webinar] Solving business challenges- Handling the challenge of transitioning to Zoho Writer from legacy tools

  Moving to Zoho Writer is a great way to consolidate your business tools and become more agile. With multiple accessibility modes, no-code automation, and extensive integration with business apps and content platforms, Zoho Writer helps solve your organization's

• How can I effectively manage a website with your help?

  I’m wondering if it’s possible to develop a custom website with specific features using Zoho as an alternative platform. My goal is to create a website similar to https://tmsim.ph, with the same kind of functionality and user experience. I would truly

• Introducing the Yes/No field: Binary decisions made beautiful

  Greetings, form architects! What would you do when you need a simple yes/no answer on your form? Normally, you add a Radio field. Type Yes. Type No. Until now. The new Yes/No field is purpose-built for binary decisions. It is preconfigured, visually consistent,

• Move email between inboxes?

  Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this

• The power of workflows in Zoho Marketing Automation - Video Webinar

  In this Zoho Marketing Automation video webinar, our experts walk you through: Why you may want to create marketing workflows How to create marketing workflows Use Zoho CRM data and apply workflows to automate your marketing strategy How workflows can

• Zoho CRM's sales trend and sales follow-up trend dashboards are now customizable

  Dear Customers, We're here with good news! Sales trend and sales follow-up trend are two system-defined dashboards that help you understand trends and anomalies in your sales outreach and conversion efforts. They use Zia's intelligence to identify patterns

• Introducing Rule-Based AI Coding Assistants for Zoho Finance Widgets

  Hello customers, We’ve introduced rule-based AI coding assistants to speed up Zoho Finance widget development. You can try them out in Cursor AI and GitHub Copilot. This helps you build widgets quickly using simple prompts, while ensuring the generated

• Marketing Tip #21: Create an About Us page

  People don’t just buy products, they buy from brands they trust. An About Us page helps customers understand who you are, what you stand for, and why your business exists. It adds a human touch to your store and reassures shoppers that there’s a real

• Zobot to handle single choice menu when dynamic list content is more than 10 items

  Whatsapp supports maximum of only 10 items for its single choice menu. When we need to show a dynamic list with content more than 10, this could be challenging. We essentially need to add a next and previous buton here in order to make it functional.

• Add the ability to Hide Pages in Page Rules

  Hi, We have Field Rules to show and hide fields and we have page Rules, but we can't hide a page in Page Rules so it isn't completed before the previous page (And then have the Deny Rules to prevent submitting without both pages completed), we can only

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