🇺🇸 🇨🇦 🇲🇽 Ask the Experts: A Live Q&A Session

🇺🇸 🇨🇦 🇲🇽 Ask the Experts: A Live Q&A Session



Info
Session Closed

Thank you to everyone who participated in this Ask the Experts session! Your questions, insights, and engagement made it a valuable discussion for the entire Zoho Recruit community.

The comment section is now closed, but feel free to browse through the responses for tips, solutions, and expert advice. We'll see you again in the next session!

We’re back with another exciting edition of the Ask the Experts series—this time exclusively for our Zoho Recruit users from the USA, Canada, and Mexico! Whether you're trying to configure your account better, have burning questions about customization, or want guidance on using a specific feature—this session is for you.

📅 When?

June 17, 2025 | 10:00 AM to 1:00 PM PDT (Pacific Daylight Time)

🌎 Who is this for?

Users from the United States, Canada, and Mexico.

If you're from another region, you’re still welcome to post your question. Just be sure to check the comments later!

💬 How does it work?

During the session, a banner will appear within your Zoho Recruit account. Clicking it will redirect you to this community post, where you can ask your questions in the comments section.

A panel of Recruit product experts and specialists will be available live to answer your queries in real time for the full 3-hour duration.

Note:
You can post your questions anytime before or during the session. However, your comments will start appearing only during the live session timeframe as they go through moderation. Once the session begins, approved questions and expert replies will start showing up in real time.

💡 What can you ask about?

Anything and everything about Zoho Recruit! Here are a few suggestions to get you started:
  • Setting up your job openings and careers page
  • Managing your hiring pipeline effectively
  • Email communication and interview scheduling
  • Automating repetitive tasks and workflows
  • Customizing modules and fields to fit your business
  • Reports, analytics, and dashboard creation
  • Our product roadmap and upcoming features
Stuck somewhere in your hiring process? Let our experts help you move forward.


🧠 Bonus

If you're a Zoho Recruit power user and would like to share your expertise—feel free to jump in and help fellow users by replying to their comments. Let’s make this session as collaborative and insightful as possible!

See you in the comments section!

Warm regards,
Team Zoho Recruit
    • 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

    • Update Date field using a custom function

      Hello, In Zoho FSM, Equipments module, I created the following custome fields for tracking the calibration of the eqipments: "Calibration Required"; type: Checkbox; API Name: "Calibration_Required__C" "Calibration Interval (Days)"; type: Number; API Name:
    • Zoho CRM API, Python SDK v7 Quoted_Items

      Hello. How do I use this SDK to retrieve the Quoted_Items from a Quote and downstream the items in a Sales Order I can see references to a constant INVENTORY_MODULES_ITEMS = ["invoiced_items", "quoted_items", "purchase_items", "ordered_items"] But I cannot
    • Zohoのシステムについて

      ここで提供しているofficeソフトが使いたくて質問するためにユーザー登録をしました。企業を対象として事業展開されているようですがzohoのシステムがよくわかりません。writerやsheetなどのソフトを利用してもかまいませんか?また利用するときの費用はどうなっているのかとか組み込まれているbasicについての資料とか、要望事項を記してくださいと書かれてあったりとか質問したいことがたくさんありますがこうした質問が許されているのかもわかりません」 ここの書き方もよくわかりません
    • Email de outra pessoa ja associada ao meu dominio

      Tenho um dominio e está falando que o email da pessoa ja está associada ao meu dominio
    • Pin multiple columns and adjust column widths in CRM subforms

      Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's
    • On create of Amc module get sub form data of last row and update in Schedule Vist End Date field in zoho crm

      @Iswarya B G @Bhoomi Joshi @Abinaya Praveen @Ishwarya SG @Haiku Technical Support On create of Amc module get sub form data of last row and update in normal module field Schedule Vist End Date field in zoho crm
    • Magento 2 as data source for Analytics

      I see that Shopify is in Beta as a data source, any change that Magento 2 is in the works? We currently use Metrilo to parse our eCommerce data for marketing and would love to keep that inside our Zoho ecosystem. Thank you!
    • Zoho Finance Issue in Deals (ZOHO CRM)

      I create almost all estimates/Invoi in Zoho Finance when I convert a lead into a deal or a contact into a deal. But in the Deals section, when I click on any person’s deal, I don’t see the estimations or invoicing from Zoho Finance at the end. May I know
    • Restrict card movement in Kanban View

      Hello everyone, I’m wondering if there’s a way to prevent users from moving Deal cards in the Kanban view when grouped by Stage. On the Deal details page, I’ve implemented several validations to ensure users cannot change stages until all conditions,
    • Everything you want to share — in ONE link

      Hey everyone, Say hello to our very own link in bio tool – Linkthread is designed to create a single customizable link that contains everything you want to share with your audience on social media. Welcome to the Linkthread Community! What's Linkthread?
    • Automate Zoho Meeting Creation via Blueprint (Leads & Accounts)

      I need help automating Zoho Meeting creation during a blueprint transition in both the Leads and Accounts modules. Requirements: Triggered via blueprint Read meeting start time (DateTime field) and internal participants from CRM Create Zoho Meeting via
    • Cómo guardar datos de subformularios en filas individuales en Zoho Sheet o Google Sheets

      Hola comunidad, Estoy trabajando con un formulario principal en Zoho CRM llamado Clientes, el cual incluye un subformulario llamado Productos (máximo 3 productos por cliente). En el formulario principal tengo los siguientes campos: Cliente Teléfono Correo
    • ZOHO BOOKS EXPERT

      We are planning to migrate from Quick Books to Zoho Books, and are looking for a professional with experience in migration to Zoho Books and the setup of Zoho Books. Currently, we have two companies and two Quick Books accounts, and we want to integrate
    • Estimating Project Costs in Zoho Projects – Based on Hours and External Costs

      Hi everyone, I'm currently setting up a project in Zoho Projects and working on implementing a budgeting structure. I’ve already enabled cost tracking based on hours logged to tasks, but I’m looking to expand this to estimate total actual costs, based
    • Assistance Required for Zoho Bulk Import Error

      Hi, I am currently attempting a bulk import in Zoho with a small batch of records to test if the import will be successful. However, despite matching all fields correctly, I continue to encounter the following error: "Not a standard user: Prospect Owner."
    • Page Break

      Is there a way to set page breaks in Zoho Sheet. I couldn't find anything about it on the board.
    • Zoho Projects API - Searching Projects by Custom Field

      Hi How can I search all projects by a custom field? I can confirm that using the search_term parameter as documented here does not work for me: https://www.zoho.com/projects/help/rest-api/search-api.html#alink3 My search term is "22424", which corresponds
    • A few Issues when using "Pay Bill via Check"

      We have quite a bit of issues with how paying for Bills via Check works. Would love some feedback from the Zoho team in case we are doing something incorrectly. 1. When we go from a vendor and select "Pay Bill via Check" option, we see ALL the outstanding
    • zoho crm intergration with zoho campaign

      I  to intergrate zoho CRM with zoho campaigns https://help.zoho.com/portal/en/kb/crm/integrations/zoho/zoho-campaigns/articles/zoho-campaigns-crm-integration#Configuring_the_integration_and_setting_up_sync but in step1, when i click to zoho campaigns,
    • Bank transaction automation

      I would like to automatically update the "Reference#" field with whatever text is in the "Description" field each time Zoho Books pulls my bank feeds. I've figured out the automation all the way up to the Field Update, where "Reference Number = ...???"
    • How to add a pre-filled form to a mobile app

      We are building a mobile app that API's lead info from ZOHO crm (leads module) and would like to add a refer a friend program via a ZOHO form the would prefill their info (Name, Email and Phone) whilst they add the person they are referring (Name, Email,
    • instagram direct message

      is it possible to check and reply Instagram direct messages?
    • Zoho Recruit - Automatic email before expiry date

      Hi, how can we automate email going out to candidate if one of the 3 fields are 30 days or less before expiry? All available workflow triggers are update/create/delete based but I want this to be independent of any activity on candidates profile. Is it
    • Feature Request - Approval Processes

      Hi Team, I think it would be really valuable to add the approval process feature like what is currently available in the CRM. The problem with the current approval support is it can't be automated to send the approval to set people based on the values of fields within the tickets. Is this something that could be considered for the roadmap? Thanks, Harry
    • Check Validation Rules all fields on Quick Edit on Record Details Page

      I've added validation rules for some fields in a module — let’s say 3 out of 6 fields have rules. On the Edit Page, if any of those fields have an error, I can’t save the form — which is good. But on the Details Page, I can still quick edit other fields
    • How can I bulk import product images to Zoho crm.

      How can I import product images to Zoho crm within bulk imports. I am using an excel sheet or csv and want to include an image (via URL) for each product. This topic is the closest I have found to a solution but I need further help to implement it: https://help.zoho.com/portal/en/community/topic/import-file-upload-and-image
    • Show Zoho Books Retainer Invoice in Zoho CRM

      Hi Support, How can I get Retainer Invoices created in Zoho Books to show in Zoho CRM? If a sales person needs to collect an upfront deposit, they should be able to see that the retainer invoice has been created and paid. Thanks, Ashley
    • How can I switch from inches to centimeters?

      Hey Zoho-Team, I tried to switch to another measuring unit. Inches are not used in Europe, but i couldn't find an option to use metric units. How can I switch the ruler, tabstops, positions of elements and everything else to the metric system? Thank
    • In India is Zoho Free plan restricted to companies with turnover less than Rs. 25,00,000/= ?

      Dear Team, In India is Zoho Free plan restricted to companies with turnover less than Rs. 25,00,000/= ? If not, what are the restrictions. Thank you, Anup
    • Is CRM On Premise available

      Hi Zoho team, Can you please let me know that CRM Zoho is available for On Premise as well? Thanks, Devashish
    • How to make Deal field required for "Standard" layout and hidden in "Customer Portal" Layout?

      How to make Deal field required in tge "Standard" layout and hidden in "Customer Portal" Layout?
    • We're turning five this May, and we need your participation to make this more memorable!

      Dear customers, We can't believe it's going to be five years since we launched Bigin. From our humble beginnings to becoming the go-to CRM for small businesses worldwide, this journey has been incredible, and it's all thanks to YOU— our amazing customers.
    • How to abort a report email schedule if query is empty?

      I am needing a way to create scheduled condition alerts when certain criteria exist in our Zoho Reports databases. I don't want to send a report/alert email if the query/condition is nonexistent/empty. How would I do that with the Zoho Reports Scheduling feature?
    • Modular cannot Edit in portals

      I have a custom module in CRM. If I create in either CRM or portals, I can edit it in the CRM but I can't edit in the portal. Even if it is created in the portal it wont edit. Anyone know why? I've created a new module and it works fine but this one
    • Account Site

      Hello, I would like to know what exactly do you mean with the field "Acount Site" in the account module.  Thanks for your help.
    • Kaizen #116 - Client Types in Zoho API Console

      Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss different client types available in Zoho API Console, and when to use each. When you register an app in Zoho API Console, you typically choose a client type
    • Solicitud revisión y desbloqueo correos de el dominio ecuatoys.com.ec

      Hola equipo de Zoho, Mi cuenta de correo asociada al dominio ecuatoys.com.ec está bloqueada para el envío de correos (Error 554 5.1.8 Email Outgoing Blocked). Quisiera solicitar su revisión y desbloqueo. Ya tengo correctamente configurados los registros
    • I am unable to receive email but can send email and if replied on the same thread can receive.

      Hello, I am unable to receive emails at all. Tried with gmail and other emails also. But if I send email first and then the person replies on the same thread, I can receive it successfully. I guess my MX records all are good, did what was recommended
    • Zoho emails not sent stuck in processing

      As in the image below the emails sent are stuck in processing mode
    • zohomail - sending faxes via email using thexxxxxx@faxage.com format

      anyone doing this? zohomail - sending faxes via email using thexxxxxx@faxage.com format we do every so often send faxes using faxage.com
    • Next Page