Recent Topics
ZohoAssust account security issue
24 hours ago I logged into my ZohoAssist account making sure not to trust the browser. When I was finished I did not log out but simply closed the tab. For 9 hours the browser was closed yet today I was able to get back into my ZohoAssist. This account
Can Timesheets be utilized without Jobs?
We are looking to streamline timesheets with our technicians and thought that Zoho People's Time Logs/Timesheets would be beneficial. However, it looks like all time entries and timesheets need to be associated with a job. The way we track time is just
Kaizen #257: Creating product-specific sales Pipelines with Zoho CRM APIs
Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how an arrival readiness web tab widget can be used to let reception staff identify and resolve issues before arrival of guests. In this post,
Feature Enhancement Request – Bulk Download of Signed Documents in Zoho Sign
Hi Team, We would like to request a Bulk Download feature for signed documents in Zoho Sign. Currently, Zoho Sign allows users to send documents in bulk using an Excel sheet, but there is no option to download the completed signed documents in bulk. Users
Unbundle feature for composite items
We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in form
Seperate rating scales for KRA's and Competencies in appraisals
Is there a way to set-up different rating scales for KRA's and Competencies?? I would like to have; Met/Not met for KRA's and a 1-5 scale for the competencies I know how to set up custom ratings but it spans across both sections and I need them to be
Remove "Quick-info section" from Account module view?
After the migration to the new UI, the Account module view (e.g. https://crm.zoho.com/crm/EntityInfo.do?module=Accounts&id=xxxxx...) has the "business card view" at the top, then what is apparently called the "Quick-info section", then the account details.
Workflow Preventing others from editing
Using workflows in WorkDrive to implement a document review process has been extremely helpful in my organization. The only problem is that other users who have access to the document via standard document sharing rules are unable to edit the document.
Zoho Campaign is running very slowly
For a week in a row it takes me about half an hour to an hour just to open the campaign and about an hour to make changes(even just opening targeting takes about an hour). I contacted support yesterday, but today still nothing has changed. I have a day
Zoho Writer for Android - Headings
Hello Zoho team, I have created structured doc with headings in writer web version on pc. Then I have opened it in my phone. Write is crashing while used function: menu "three dots", Document Navigation, Headings. Zoho Writer for Android 6.1.4 Samsung
Show backordered items on packing slip
We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that things
I just want a filter to stop emails going to newsletters and notifications! AHHHHHH *pulling hair*
I have been trying a filter, after an hr I know its not working, then another filter, and another, and another. Its been 3 days and I'm going crazyyyyy Has anyone had any luck with a filter that sticks, so that mail goes to the inbox (unless you have
[Webinar] Why branded communities matter
We're hosting a webinar on branded communities and what they can actually do for your business. We'd love for you to join us! In this session, we'll walk you through the benefits of building and rebranding your community, how community helps you engage,
Multiple domains with one user, plus one domain with three users, plus Thunderbird
Hi, I'm trying to understand how Zoho works with multiple domains and aliases but it is very complicated and poorly explained in so far as to what's actually possible and how much it will cost. I have gone though these forums finding questions from others with the same misunderstandings and difficulties but somehow, even though I now have a rough understanding, I am still left with more questions than answers. To explain my situation: 1) I send and receive only a few emails per day across a few domains
Feature Request: Render Markdown (.md) files in Zoho Cliq
Hi, We regularly share Markdown (.md) files in Zoho Cliq. However, when we open these files in Cliq, the content does not render as Markdown—it displays as plain text. This forces us to copy/paste the content into an external Markdown viewer to read it
Truncated Permissions Info
When selecting permissions in the Add Tools screen for an agent, the descriptions can be truncated to the point of not being able to distinguish what is actually being enabled. Selecting them lets one view the permissions in a bigger viewport, which truncates
The Social Playbook August edition: Simplifying social media for agencies
The Social Playbook August edition: Simplifying social media for agencies If you work at an agency, you’ve probably heard these questions more times than you can count. "What do we have planned for this client"? “Did they approve the post?” “What changes
Tip #86 – Keep every session detail where it belongs with Session Notes – 'Insider Insights'
Hello Zoho Assist Community! During a remote support session, a lot happens fast. You spot something worth following up on, the customer mentions a recurring issue, or you make a configuration change you want to flag for later. Most of that context lives
Introducing Record Summary: smarter insights at your fingertips
Hello everyone, We’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia to simplify how you interact with your CRM data, providing a seamless, consolidated view of critical record information. Scrolling through the
Show live wait time for calls currently ringing or waiting in queue in Live Calls view
Hi, In the Live Calls view, there is no way to see how long a call has been waiting or ringing. This information is only available after the call is completed in the call logs. This is a standard and fundamental feature in any call center management system.
Hide SMS option in ZDialer when SMS is not enabled in Zoho Voice
Hi,When making calls via ZDialer — whether through Zoho One or directly in Zoho CRM, Zoho Desk, or Zoho Recruit — agents see both a call option and an SMS option. There is currently no way to hide or disable the SMS option. For organizations that have
Custom Agent Statuses in Zoho Voice for Enhanced Workforce Visibility
Hello Zoho Voice Team, We would like to submit a feature request regarding the current limitation on agent status definitions in Zoho Voice. Current Limitation At present, Zoho Voice only supports a fixed set of predefined agent statuses, such as:Available,
Make agent DND status visible to supervisors and admins in Zoho Voice
Hi, When an agent enables DND in ZDialer, they become completely unreachable for incoming calls. However, Zoho Voice continues to show them as "Available" to supervisors and admins — because DND is not treated as a user status. This is a fundamental problem
ZohoAssist Remote Support desktop icon option?
I have several client that are computer illiterate and even getting them to go to a URL is a struggle at times. I also have clients that have poor vision. Sure I can email them a link for a Remote Support session but if the person has an issues with email
MP4 Export is now available in Zoho Show for Android!
We’ve seen the comments. We’ve read the requests. And we know you’ll be excited for this one. “Can I export my presentation as a video?” It’s easily one of the most requested features from the Zoho Show community. And today, we can finally say: Yes. You
Eliminate duplicate tickets in one department using Email Deduplication
Hello everyone, A department can have multiple email addresses designed for different purposes for example, support@zpad.com and help@zpad.com. When a customer sends an email or thread response to both addresses, or includes both in the To, CC, or BCC
Scheduled EU Data Center Database Version Upgrade for Zoho Forms
Dear Zoho Forms' users, We would like to update you on a scheduled EU Data Center database version upgrade for Zoho Forms. Find the schedule below: Migration window: Sunday, 30th August 2026 05.30 AM to 06.00 AM CEST This migration is a part of our ongoing
Action Required : New outgoing proxy IP addresses for the India (IN) Data Center
Update: The deadline to allowlist the new IP ranges has been extended from September 1, 2026, to September 12, 2026. All dates in this post have been revised accordingly. We are adding new outgoing proxy IP addresses for the Zoho DataPrep IN data center.
Item Mapping in Analytics from billing is wrong
Hi all, We've run into what looks like a field mapping bug in the Items table in Zoho Analytics, and wanted to flag it here in case others are hitting it too (or in case I'm missing a setting somewhere). Some background: our Items table in Analytics is
S/MIME in Zoho Mail: Encrypt and digitally sign your emails for enhanced security
Email communication in organizations often involves sharing sensitive information that needs to be protected from unauthorized access. Zoho Mail's S/MIME (Secure/Multipurpose Internet Mail Extensions) feature adds an additional layer of security to your
Add Claude in Zoho Cliq
Let’s add a real AI assistant powered by Claude to your workspace this week, that your team can chat with, ask questions, and act on conversations to run AI actions on. This guide walks you through exactly how to do it, step by step, with all the code
Knowledge base permissions for agents
Hello, I haven't quite figured out what the agent access for the Desk Helpcenter portal is for. Agents can log in to Desk as usual and view, use, etc. everything in the familiar environment. Why should they use the portal? I just don't understand it.
Marketing Tip #18: Make your online store mobile-friendly to improve traffic
Most online shoppers browse on their phones first. If your store is hard to read, slow to load, or tricky to navigate on mobile, they’ll bounce fast. A mobile-friendly store doesn’t just look nice; it improves engagement, reduces drop-offs, and helps
Propuesta: monitoreo automático de CFDI ante el SAT en Zoho Books México
Problema actual Zoho Books México ya cuenta con integración con el SAT y un Administrador XML que permite recuperar CFDI de proveedores, pagos y créditos directamente desde el Portal del SAT. Esto representa un gran avance para reducir la captura manual
Integración nativa de OXXO Pay con Zoho Books para México
Problema actual México tiene una particularidad importante en materia de pagos: aunque las transferencias y los pagos con tarjeta tienen una adopción cada vez mayor, existe una enorme infraestructura física que permite realizar pagos en efectivo. OXXO
Integración nativa de Zoho Books con los listados del SAT para monitoreo de riesgo de proveedores
Problema actual Uno de los retos importantes para las empresas mexicanas es gestionar el riesgo fiscal asociado con sus proveedores. El SAT publica periódicamente información relacionada con los artículos 69, 69-B y 69-B Bis del Código Fiscal de la Federación.
Selected Text Formatting - Use Standard Highlighting
The current formatting for highlighted text within Zoho Flow is just a color change of the text itself, no highlighting as would be traditional (both in other Zoho apps and in almost all other software UIs): This is extremely subtle and not a lot harder
Feature Request: Sync Leave Tracker to Zoho Mail / Calendar or provide option to download information
Zoho Leave Tracker offers the option to sync the leave Calendar to Microsoft 365 and Google Calendar. Adding an option to sync to Zoho-Mail Calendar would avoid duplication and add significant value for users. An alternative would be to allow users to
Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
I have been looking for CVID to get segmate list where & how can fnd it?
I am trying to get segment details from the Zoho API. The API documentation says that the CVID is a mandatory parameter, but I cannot find the CVID in the "getmailinglists" API. Can you tell me where to find the CVID?
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