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• Important update on Group Management | Zoho Mail

  Dear Zoho Mail Community, This post is to inform you all of the following updates on the Group Management in Zoho Mail. Group Member Addition: If a group member is added to an organization group in a Zoho Application, the member will be automatically

• Zoho Mail POP & IMAP Server Details

  Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure

• Mastering email etiquette and best practices to follow in Zoho Mail

  Hello Zoho Mail Community, We’re thrilled to invite you all to our upcoming webinar: Mastering email etiquette and best practices to follow in Zoho Mail. Join our live webinar for expert etiquette tips to enhance your professionalism and elevate your

• 📣 📣 ZUG Meetups India - Explore Hybrid Workspaces using Zoho Workplace - Meet and Learn! 🧑🏽‍💻🧑🏽‍💻

  We are excited to announce the User Community initiative to meet you all in person and help you explore the need of the hour - Hybrid Workspaces using Zoho Workplace. We aim to help you to setup your Digital Workplace effectively so that your employees

• Announcing Zoho Mail - Inactive user Policy

  Dear Zoho Mail users, Thanks to all of you for your continuous support.  We have recently started implementing the Inactive User Policy, for Zoho Mail.  A user is considered as inactive, if the user has not logged in to the Zoho mail account for a period of more than 120 days. The login through POP, IMAP and Active Sync are all taken into account for tracking the period of inactivity.  Whoever received the communication need not panic, as we have just communicated our policy to all the users.  To

• Recent Topics

• Zoho Inventory Item History

  Hi Zoho Inventory Team, I 've been testing the History feature on Inventory Items in a demo system and I noticed that when I changed the value of a field to a new value, the history just says "updated by - user1", it doesn't say what what field was changed

• Importing a contact with a linked product

  Hi, I'm trying to import my contacts from an excel spreadsheet and each of those contacts have fields that relate to products. Is there a way that I can import the contact with their linked product? Some of the contacts in my spreadsheet have multiple products. When importing contacts and trying to map the fields, it doesn't let me map to any of the product fields. Is there any way around this? Or would I have to import all of the contacts, then import all of the products and manually link each contact

• Filter Images in Work Drive

  Hi, what is the best way to be able to filter files by multiple descriptions, for example, the name of a person in the photo as well as, an item in the photo and other descriptions? With labels it looks like you can only select one label at once but this

• Flow not working when trying to Create a Merged Doc with info from a custom CRM module w/ subform

  I am having a problem creating a flow that gets its info from a webhook connected to a button in a custom module in Zoho CRM. I have made a template in Writer that follows: This is a clone of  the template in the CRM mail merge which works perfectly if i do it manually through there. My flow gets the custom module entry id through a webhook, then fetches the module entry data, and creates a merge document from that data. I know the webhook and the fetch work because if i replace the "create merge

• Smart Scheduling via Agent Confirmation

  We’re excited to introduce a smarter and more streamlined way to manage dispatched service appointments in Zoho FSM! Feature Highlights Field agents can now approve or reject service appointments assigned to them—helping reduce unnecessary workload and

• How to delete Inactive users?

  We want to delete inactive users from our system, but went you deactivate still the names are shown at the inactive section. How to get really rid off these names? Thanks for your response! Fabian van den Barselaar

• Can i integrate bigin with google voice?

   I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. Sad

• Custom Field for Customer ID in Zoho Commerce's Customer Section

  Hi everyone, I’m wondering if it’s possible to add a custom field in the "Customer" section of Zoho Commerce. Specifically, I need to include a "NIF" or "Customer ID" field, as it's mandatory for invoicing in Spain. I know this can be done in Zoho Inventory,

• Enable History Tracking for Picklist Values Not Available

  When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?

• How do I modify the the incoming/current call popup? I can modify other call pages but not that one.

  I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the main

• Are downloadable product available in Zoho Commerce

  Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice

• Validation Rule (Date)

  Hi There,  Can any anyone help me with the validation rule? I'm trying to fire a rule whereby the End Date cannot be before Start Date.  Any takers?  Manoj Nair

• Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more

  Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by

• Sales IQ needs to capture both first and last names

  Sales IQ chat only has one field for name. When this then syncs with Campaigns, the field populates the "last name" field in Campaigns. However most people fill in the "name" field of Sales IQ with either their full name or their Christian name. This

• API Self Client Authtoken conversion always returns "invalid_client".

  I am having a problem when trying to convert an Authtoken to OAuth for a Self Client script.  I have made sure that the client Id, secret, and organisation are correct, and the domain is definitely ".com"/ This is the python code I am using to create

• average cost display

  Hello there, I'm using the average cost valuation method, and the cost price shown in the Items menu should reflect the latest WAC (Weighted Average Cost). However, it doesn't update automatically. Is there a way to display the current average cost without

• Invitation-Based User Access in Zoho Analytics

  Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• How to handle this process need using a Blueprint?

  See one minute screen recording: https://workdrive.zohoexternal.com/external/eb743d2f4cde414c715224fc557aaefeb84f12268f7f3859a7de821bcc4fbe15

• Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

  Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

• Automation#24: Auto-Update custom field from Accounts to Tickets

  Hello Everyone! Welcome back to the Community Learning Series! This episode dives into how Zylker Techfix streamlines account-related ticket references. Previously, employees had to manually check account details to retrieve specific customer information,

• [Webinar] Live demos and user Q&A with Zoho Writer product experts

  Join us on June 12, 2025 for live demos based on your use cases and real-world scenarios raised via form. This is also an opportunity to get your questions answered directly by product experts from the Zoho Writer team. Webinar agenda Live demos based

• Schedule mass emails, view mass emails status and more!

  Hello everyone, Mass emails help you communicate with multiple customers in a couple of clicks. We have introduced a Mass Emails dashboard in Bigin so that users can see the status of the mass emails like how many emails were opened, clicked and bounced.

• CRM Custom function updating a module record shows the Super Admin user as the record modifier

  Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful

• Support Mixed Visibility Settings in Knowledge Base Categories

  Hello Zoho Desk Team, We hope you're all doing well. We’d like to submit a feature request regarding visibility settings in the Knowledge Base module. 🎯 Current Limitation As of today, when a category is set to a specific visibility level (e.g., Public),

• Multiple Selection/Select All for Approvals

  I have a suggestion from users regarding Approvals. In our environment, our Regional Managers can receive multiple requests for Approval or Rejection. They find it tedious to approve (or reject) each individual record. They would like to have a way to

• Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

  Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

• How to report and analyze a multi-select field entries distinctly ?

  As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entries

• Merge invoices

  This has come up three times in a month of me using the system. a client whom i do work for on a regular bases asked me to invoice separate jobs on a single invoice. I would then go and cancel the old invoices and make a new one. It would be great if i could just select the invoices and click merge to create a single invoice.

• Zoho CRM Two currencies on one record

  Hello all, Our country is planning to transition to Euro from our local currency. The government is planning to mandate that all companies show their invoices, quotes, etc. in both currencies for a period of one year in order to protect from speculation.

• How to get values from both tables in Join in COQL query in Zoho API

  In this below query I can get value either from Deal Table or from Contact table. If I wanted data from both the table it is not working. Can you please help me with this. Thanks in advance. {     "select_query": "select ,A.Deal_Name,B.First_Name,B.Last_Name,

• screenplay

  hi, zoho rules, but it would rule even more if there was a screenplay template available - are there any plans for a creative app, perhaps with a set of theatre, television & film script templates?

• 【Zoho CRM】日時のフィルター機能のアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、各タブで利用可能な日時のフィルター機能のアップデートをご紹介します。 日付項目と日時項目のフィルター及びカスタムビューに、「前へ(Previous)」「次へ(Next)」の選択肢が追加されました。 ⬛︎[前へ(Previous)]：作成日時に基づきレコードをフィルターにより抽出する場合 例1. 前へ6ヶ月：当月を除く直近6ヶ月間のレコードを抽出 例2. 前へ3年：今年を除く直近3年間のレコードを抽出

• How can I notate on check stub when a vendors credit has been applied to an invoice payment?

  I'm looking for a way of printing vendor credit memo use on a check stub when its been applied to other invoices. To let my vendors know I'm using credit memo XYZ in the amount of $xx.xx. Currently I am having to handwrite it on the stub to show my vendor

• Multi-currency in Zoho CRM Forecast and Reports

  As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales

• Installment plans

  Hi I am looking for a way to allow my customer to make equal monthly payments. For instance if I create an invoice for customer Y for $1000 I want to allow them to make equal monthly payments for the next 6 months. I need those payments to be auto charged

• Change Default Currency in Zoho Reports

  Is it possible to default all currency fields in my Reports and Tables to my local currency without having to reformat them every time?

• Zoho Books | Product updates | June 2025

  Hello Users, We’ve rolled out new features and enhancements in Zoho Books, from the option to record advances for purchase orders to dynamic lookup fields, all designed to help you stay on top of your finances with ease. Introducing Change Comparators

• Client Script | Update - Client Script Support For Custom Buttons

  Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.

• In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote

  In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote Pls help how i fix this

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