Product Updates in Zoho Workplace applications | May 2025

• Topic Participants

• 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

• Reporting tag as mandatory

  Why we can't set it as mandatory once we need to input it to get the budget affect?  

• Unparsable Date when hour side is 02

  So this is a crazy error I am getting. I got this one 1-2 years ago as well, and specifically added conditional clauses to workaround that. But now I would like to create a topic and see if anyone else is getting this error. Here is how it goes: We have

• comment dedicated to specific cell?

  We have built a sheet for a customer, in which they can add comments to specific cells. However, when we filter the sheet it seems that the comment does not stick to the content of a cell, but the cell itself. Resulting in us not knowing to what the client

• Public links for WorkDrive files

  Our company is considering building an app with Creator that allows one to upload files into the WorkDrive through a Creator form, simultaneously collecting information for a content database in Creator. Ideally, we'd like to centralise the entire workflow

• Creator to WorkDrive workflow | Missing "Upload file" WorkDrive action in Flow or not?

  I am trying to build a Creator app with a form through which files can be uploaded to WorkDrive and simultaneously added to a Creator database. As far as I understood, automating this Creator-WorkDrive workflow can best be done with Flow, offering greater

• Petty cash discrepancy

  How do I record a petty cash discrepancy? We had money go missing and need to document that in the books, but I'm not sure how to put that in. It's not an expense, just a loss of cash.

• Announcing new features in Trident for macOS (v.1.6.0)

  Hello everyone! Trident for macOS (v.1.6.0) is here with new features to elevate your workplace communication and productivity. Let's take a quick look at them. Create filters from emails . In addition to creating email filters from Mail Settings, you

• How to configure Choice-based Field Rules??

  I have multiple choice, drop down and subform in what i created. However, I can't configure the choice based rules. There's no button link for that. Please help https://forms.zohopublic.com/specialevents1/form/IslandKidsConference2025/formperma/ZCXs

• Custom module system name

  Is there a way to define custom module system name? Currently it's something like `CustomModuleX` This is different to API name or display name.

• There is no opton to download the Active User list in Zoho CRM Of users

  There is no opton to download the Active User list in Zoho CRM of Users

• Session recording PageSense Blank Layers using Canvas

  Hello, We have implemented page sense in our SaaS platform and there are key elements on the pages that are not being show in the recordings. For example, the lower section is a map canvas using webgl and the upper section is a timeline style canvas.

• Why is my deluge code not executing properly? (New and learning deluge)

  I'm trying to update a sales order number through deluge for an automation I'm trying to build. What is wrong with it? /* replacing SO with SOR for sales order pre-fix */ SO = salesorder.get("salesorder_number"); replace = SO.replaceFirst("SO","SOR");

• Rejected Accounts still listed for Deal

  Hello guys I have a approval process thats validate the Accounts in CRM The issue is even when a account is rejected you can open a deal with it It's not supposed to appear in the lookup field or the approval process become pointless Can you guys help

• Announcing new features in Trident for macOS (v.1.14.0)

  Hello everyone! Trident for macOS (v.1.14.0) is here with interesting features and enhancements to elevate your workplace communication. Let's take a quick look at them. Collaborate over audio and video meetings. You can now communicate with your team

• Work Flow Rule by Updated Field Not Triggering.

  We have a work flow rule that triggers when we change the owner of a lead. It sends an email to our customer services to let them know who has been given the lead.   If we edit each lead individually then it works but if we mass change owner from a lead veiw then then rule isn't triggered..   Why is this and am I missing something here?   Chris

• Creator Page Param to feed A button link on page?

  Hey everyone. I have a quick question. Is it possible to add params to your creator page link and then take those params to create a dynamic link for a Button inside the page? Thanks!

• Current Year Merge Tag

  I am looking for a way to add the current year dynamically to email campaigns. For example "Copyright 2024", so that templates are always up to date and this would also really help with automations. Another example could be a Happy New Year email which

• Trip form, how to update a custom field

  We have a very basic trip form, that contains these custom fields: Hotel Cost Airline Cost Total Cost (read only) When someone enters a value into "Hotel Cost" or "Airline Cost" we simply want to sum them and update the read-only "Total Cost" field. How

• Dashboard Analytics - Time to fill a job

  Hello! I'm creating a dashboard and want a chart that displays the recruitment SLA (time to fill) of job openings. I created a report that retrieves the SLA for each job opening. However, when generating the chart, the information does not appear as I

• Issue with Zoho CRM DELUGE Search – No Results Returned

  Hi, I’m trying to run the following code, but it returns nothing. I have 4 records where the Next_Date field has the value "OK". I tried changing the date format to different types, like "2025-01-01", but I still get no results. Can you help me understand

• [Webinar] Simplifying healthcare document workflows with Zoho Writer

  Is managing various document creation and management needs in the healthcare industry challenging for you? Are you ready to simplify document workflows? Join us on March 13, 2025, for a Zoho Writer webinar designed how to simplify healthcare document

• Export data from Zoho CRM to MySQL database

  Hi all, Has anyone been able to export the whole Zoho CRM Database to MySQL or any other database by using the Zoho API. So far all tools such as Skyvia, Devart, CData are failing to do the job for me, as they are exporting only the zoho crm modules.

• Zoho Creator Time Calculating

  Hello everyone, I have a question for you. I created a service form for our service department and they fill when they complete their service. Also They are inserting date and start-finish hours. I need to calculate working hours between start time and

• How to Fix the Corrupted Outlook 2019 .pst file on Windows safely?

  There are multiple reasons to get corrupted PST files (due to a power failure, system crash, or forced shutdown) and several other reasons. If You are using this ScanePST.EXE Microsoft inbuilt recovery tool, it only supports the minor corruption issue

• users api

  Hello, I'm using the following in a custom script: response = invokeurl [ url :"https://www.zohoapis.com/crm/v2/users?type=AdminUsers" type :GET connection:"zohocrm_users_read" ]; It successfully returns some user data BUT not all the fields listed here: https://www.zoho.com/crm/help/api/v2/users-examples.html#get-admin-user For example it returns "signature" for me, but not for all my other admin users, who all have a signature in place. Can you help please? Regards, Simon

• Customization of "List Price" naming convention

  Surely this has been brought up before, but does Zoho plan to allow the customization of the List Price field? For example, the ability to rename to: Sell Price Sale Price Market Price Ticket Price etc etc

• Creating stunning templates for appointment notification emails

  Good day folks! Can you guess what we are going to check out today? We have designed a few samples to showcase the power of customizable email notification templates. Sample 1 Sample 2 Sample 3 Sample 4 Sample 5 Sample 6 Sample 7 Sample 8 Sample 9 We

• Important Update: WhatsApp Marketing Template Message Restrictions for US Numbers

  Dear Zoho Forms Users, We want to keep you informed about an upcoming change in WhatsApp's marketing messaging policy that may impact your communication strategy. Starting April 1, 2025, Meta will temporarily pause the delivery of all marketing template

• Create, Manage and Publish on Pinterest from Zoho Social

  Hey everyone,   Pinterest is our newest addition to the list of social channels that can be integrated with Zoho Social. With over 444 million users, Pinterest is one of the popular channels that people use to get inspired, share their ideas with the

• Adding Default Module Image into mail merge field

  As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant

• Define Tab Order

  I would like the ability to define the tab order when editing or creating a new record. The only option now is for tab to go from left to right to left to right all of the way down the page. I would like to define the exact order the cursor will move from field to field. At the minimum, for a two column layout, I would like to tab down the left column and then down the right column. This actually does happen in the Contact record when you get to the mailing address section so I know it can be coded

• Problem with currency field in Zoho CRM

  Hi Guys Zoho Books has a feature in currency fields that automatically converts decimal numbers with commas ( , ) to period format ( . ) when pasting them. For example: R$ 2,50 --> R$ 2.50 Is this behavior available in Zoho CRM? I couldn't find any configuration

• Marketer’s Space - Automating CRM Actions with Journeys – Part 2

  Hello marketers! Welcome back to another post in Marketer’s Space. In our previous post, we explored how CRM actions in Journeys help marketing and sales teams work together by nurturing CRM leads and pushing only engaged prospects back to sales. If you

• IMAP not working on iPhone or MAC

  Suddenly all email servers have gone offline for IMAP on two different domains. Is there a reason ? Port 993

• How to Add a Contact to a Campaign Using Deluge Script

  Hi ZohoCommunity, I need help with adding a contact to a campaign in Zoho Campaigns using Deluge script. Specifically, I want to automatically add a contact to a campaign when the campaign name field in the contact information is filled. This field is

• Match deposits with multiple invoice payments

  I made a deposit of two customer payments (checks) so they both came in under the same deposit line through the bank account feed. How do I match this one deposit to two invoice payments?

• Meta Restricts WhatsApp Marketing to U.S. numbers; Zoho Desk Limits Bulk & Mass Actions for Marketing Templates

  Meta has always limited WhatsApp marketing messages based on user engagement with previously sent templates. Businesses may have repeatedly seen the error message “USER_MARKETING_TEMPLATE_LIMIT” when messages failed to deliver. Learn more about the restriction

• Incident Report: Zoho Cliq Services Restored in the EU Region (March 19, 2025)

  We received a report that the Zoho Cliq service in the EU region was down. It's been restored now. Our team is actively monitoring the issue, analyzing the root cause, and will share updates. Incident details: Date and Time: Mar 19, 2025, 11:44:24 AM

• Very slow Zoho Mail?

  For the last week or so Zoho Mail seems to have starting functioning very slowly and having a few bugs. It's slow to open mails, slow to send, slow to change between email accounts. Sometimes clicking on a particular folder (eg Sent folder) stops working

• Best way to handle email sharing in CRM for safety

  Hello :) We have CRM+ and are configuring email sharing. We have gone for the public sharing with blocked domains for our company emails, and other companies who may email with private information. We have some contacts in the business who have a normal

• Next Page