Product Updates in Zoho Workplace applications | May 2025

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• Sania Sultana H

  

• Sticky Posts

• Product Updates in Zoho Workplace applications | October 2025

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this October. Zoho Mail Create Signature from Compose window You can now effortlessly create a Signature using the Create

• Product Updates in Zoho Workplace applications | September 2025

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this September. Zoho Mail Attach email as EML file in Compose Effortlessly attach emails as EML file in Compose by simply

• AI in Zoho Workplace: A Sneak Peek into What’s Coming!

  Hello everyone, We’re super excited to share something we’ve been working on and we want you to be part of it! You may have seen our announcement blog post introducing a major evolution in how AI works within Zoho Workplace. Want to be among the first

• Product Updates in Zoho Workplace applications | August 2025

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this August. Zoho Mail Delegate Email Alias Now you can let other users send emails on your behalf—not just from your primary

• Product Updates in Zoho Workplace applications | July 2025

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this July. Zoho Mail Import bookmarks from Pocket Worried about losing your Pocket bookmarks? Don't worry we have got you.

• Recent Topics

• 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

• setting owner of note when adding via deluge

  My organization has requested the ability to mass update the notes related list in the deals module. Since this can't be done with the mass update feature, I created an update "notes single" line field and created a workflow rule that triggers a function

• Using Linkedin as 'Unique Identifier ' for Duplicate Management for Candidates and Contacts in Zoho Recruit

  Quick hats off to Zoho Recruit on the functionality of Unique Identifier ' for Duplicate Management for Candidates and Contacts in Zoho Recruit. I recently added the ability to manage duplicates based on Linkedin profile. Candidates' and Contacts' email

• Merge field support in Field Update

  Hi,  We have a use case that requires values of certain custom fields in Deals to be copied back to corresponding custom fields in Contacts module whenever those fields are changed in Deals. The field update action on Workflow rules doesn't allow specifying

• Improve Zia Data Foundation

  Hi, is it possible to manually improve Zia's CRM data foundation for companies? Zia tends to give data based on foreign companies but we only operate in the German market. Even if I specifically but the German company name and the URL to the german imprint

• Merge Fields in Zoho CRM Update Field Action

  My idea/feature request is to add the merge field feature to the Update Field Action. I have a use case where I want to update a URL field in CRM with multiple variables from a Deal record. I'm aware that I can do this through a custom function but this

• Workflows for Timesheet

  Good day, Any way to have timesheet as triggers? I looked into Zoho Flow and into Zoho Project automation but no where can I have timesheet as a trigger. Basically, I would like to trigger something upon timesheet approval. Right now, the only way to

• Archiving, deleting messages or marking as spam

  Hi, is there any way I can delete or mark a message as spam under the Message tab? I've been trying to find it but can't find this option. I've already deleted the message directly from Instagram but it's still showing on the Messages tab in Zoho So

• Zoho DataPrep: Data Type Does Not Match Column in the Target - Dates

  We are attempting to add a last order date to our customers in Zoho CRM that is pulled from a google spreadsheet. This is the test data fields we are using. When we import into Zoho Dataprep, we get this error. After checking the formatting, it appears

• Zoho Sheet view has two way sync or one way? Sheet view to CRM and what about CRM to Sheet view?

  I created a zoho sheet view. I can make changes and these changes are saved back to CRM. I have copied the link of this zoho sheet view for future easy access. Now I go to CRM, and update a single record in CRM. Now if I use the zoho sheet view link that

• Weekly Tips: Zoho Mail's Email Signatures for a Professional Touch

  We all may have noticed how much more polished an email looks when it is properly signed off, with title, contact info, or even a link to a website. Without it, the email can come across as incomplete or lacking professionalism. Whether you are sending

• Multiple Admin accounts

  We recently moved Admin access to our original recruiter (who left) and owner ship of the admin account is set to our CEO. I've asked to also be given admin access so he is not a limiting resource but he/we can't seem to find that out. He recently upgraded

• Global Search Custom Field

  I need to be able to search a custom field within a lookup field (see attached screenshot). The custom field will not glean any results

• Add "Repeating" functionality to Calls

  Tasks supports repeating tasks.... so why not calls.  Phone calls need to be scheduled on a repeating basis for many salespeople.  Then when they filter or report on PHONE CALL activity, they see calls, not tasks. It is not acceptable to have to schedule

• Zoho Books Product Road Map

  I am planning to look into Zoho Books to maintain my Company's Account Books. Is the roadmap of Zoho Books Development available online? What happens if you product dies, without an export feature to other popular Accounting softwares like Tally or Quickbook. Are we going to be left in lurch? Do you have a product road map? Regards, Vishal.

• Elevate email communications with Zia's Writing Assistant in Zoho CRM

  Hello all, Zoho CRM now brings a comprehensive Writing Assistant powered by Zia, designed to help users write clear, concise, and polished texts, for sending emails in CRM. Why you need writing assistant Communicating effectively is critical in sales

• Records not showing immediately.

  Hi, I keep coming across a problem when records are inserted, updated or deleted via deluge, the changes / new records or deletions aren't visible in the form's report. (Even after refreshing and clearing browser cache). I am experiencing this issue in both Google Chrome and Firefox. The records will eventually show up, but the delay can vary wildly. Below screenshot shows the report still showing a record which has been deleted via deluge.  When clicking "edit" on the record, Zoho displays a single

• Circuite fail because www.zohoapis.com:443 refuse conection

  Is anyone else experiencing this issue? A few weeks ago, I started having issues with circuits failing due to www.zohoapis.com:443 refusing the connection. The error message is quite clear and points to a problem on Zoho's API server, rather than with

• Does Zoho campaign de-duplicate based on mobile for SMS campaigns?

  Hi - We recently sent our first SMS campaign using Zoho Campaign integrated into Burst SMS and got feedback that some of our customers received multiple messages. Upon inspection, this was due to multiple contacts in our list containing the same mobile

• zoho formsのエントリデータに画像ファイルを保存しない方法

  ドライブの使用量を節約するために、画像ファイルを外部のドライブに保存していますが、 zoho formsのドライブ上のエントリデータにも画像ファイルが同時保存されてしまいます。 外部ドライブだけに画像データを保存する方法はありませんか？

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