Video tip 05: Host training courses under your own personalized domain and white-label your email communications.

• Topic Participants

• Meshach Abhishek J

• Sticky Posts

• Video tip 02: Customize your feedback and evaluation forms in Zoho ShowTime

  Hello everyone,  Here's a new video tip for all our ShowTime users. Today we will learn few quick, effective ways to evaluate your participants and assess your trainings conducted on Showtime, like MCQs (multiple choice questions), text-boxes, and ratings scale.   Watch the below video to learn how these assessment systems help you effectively evaluate course-related knowledge and skills of your trainees on a regular basis.      Follow this page to learn more such tips and stay updated on all the

• Video tip 05: Host training courses under your own personalized domain and white-label your email communications.

  Hello everyone,  As a trainer, having your own domain name increases your brand's positioning and reach through search results on top search engines like Google, Yahoo, and Bing. Prospective customers will more readily pay for courses from an organization with a professional, established online presence. A custom domain establishes you as a leader in your area of subject expertise, helping you promote your courses and build brand recognition with your global audience.   In today's video tip, we at

• Video tip 04: Do you want to set up repeated training sessions at regular intervals? Learn how.

  Hello everyone,    Sometimes it is difficult to organize and manage your everyday work and training sessions. Scheduling recurring or repeated sessions can be even more time-consuming as you need to create and maintain the training content, schedule multiple time slots for the training, manage registrants across each session, and more.    Zoho ShowTime offers a smarter option for these cases that only takes a few clicks. Play the video below to learn how to use the same presentation content and set

• Spotlight 03: Connect and deliver more effective trainings with ShowTimes' Viewer app

  With the growing need for virtual classroom learning, the use of mobile and tablet software is quickly becoming the most convenient way to share knowledge between educators and students. According to a 2018 study, nearly 67% of digital learners now use mobile devices to complete their online coursework. Additionally, smartphone learners complete course material 45% faster than those using a computer.  Considering these facts, we now introduce our next community spotlight series that will focus on Zoho

• Video tip 1: Record and share trainings on Zoho ShowTime.

  Hello everyone,   We are excited to launch our video tip of the month series within our ShowTime's community, aimed to help our trainers and educators with brief and practical tips on delivering more effective and comprehensive training.   In this month's video tip, we will show you how to record your training sessions quickly and share them with your attendees and other prospective learners externally. We hope this tip was useful. ShowTime also allows you to automatically record your live trainings

• Recent Topics

• I do not see the “Lead Forms” option under Integrations

  Hi, I’m using Zoho Social on a Premium plan. I’ve connected LinkedIn Company Page and have a valid LinkedIn Ad Account with Lead Gen Forms. However, I do not see the “Lead Forms” option under Integrations, so I can’t enable LinkedIn Lead Generation. Please

• STOCK function showing #N/A! even thought the Stock symbol is valid

  Zoho Team, I use STOCK function on Zoho Sheet to fetch the recent Last Closing Price. Some stock symbols are valid but when the STOCK function is applied, it shows #N/A! Attaching an image for reference.

• What’s the Correct Integration Flow Between Zoho Inventory, ShipStation, and Multi-Channel Sales Platforms?

  Hi Zoho Community, I’m currently implementing Zoho One to manage all of my business processes, and I’d appreciate some guidance on the correct integration flow for the tools I’m using. Here’s my current setup: Zoho Inventory is my central system for managing

• Beyond Email: #4 Note taking done right with Notes

  With her favorite links now saved in Bookmarks, Sarah is feeling even more at home in Zoho Mail. As her day fills up with meetings and project discussions, she often finds herself scribbling quick ideas and reminders—only to lose track of them later.

• When will Sales Order and Invoice Synchronisation with Zoho CRM be Available?

  When will Sales Orders and Invoices, created in Zoho Books or Inventory be made available in Zoho CRM? John Legg Owner: The Debug Store

• Generate Unique Customer ID for Each for All Contacts

  Generate Unique Customer ID for Each for All Contacts

• Bookings to Books automation using Flow

  I'm using Zoho Flow to automate a process between Bookings and Books. When someone uses Bookings to schedule time with me I use Flow to automatically add the person as a customer in books, then create a Quote in Books for the type of consultation they

• Different Canvas for Different account type

  I would like to have a separate canvas for Customers and Resellers that auto-applies when I enter an ACCOUNT. Is this do-able?

• IMAP sync issues in Zoho CRM

  We are using the Zoho CRM for a while, and we sync (via IMAP) our Google Apps email system. The sync works properly when looking at emails per account, contact or deal, etc. However, it does not function well in the "Messages" and "SalesSigns" features.

• Reporting tags for custom modules

  Hi, it could be very useful. At field level and at sub table level. Thanks, Eduardo

• Can't pass Dates and use date filtered Charts in Pages?

  I don't mess with pages very much, but I'm trying to build a dashboard. I have a search element and several charts that need to be filtered. I also have a stateless form for a start/end date picker I am trying to use to filter data for the charts. Here

• ZOHO FSM Trial - Assets

  Hi I am currently using Zoho CRM and looking at adding FSM. I am trialing FSM at the moment, to potentially move away from my current programme (SimPro) but have a query on the Asset system within FSM It looks like you can only create 1 asset "type";

• Customize User Invites with Invitation Templates

  Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with

• Sending Email with Attachment (PDF, Excel file)

  Hi, I'm new to Zoho CRM and I'm setting up a flow to send an Email with Attachment when user reaching a certain stage of a Deal. In detail, I've created a Blueprint which requires user to attach a PDF file when reaching a certain point of the stage and

• A letter to the unsung heroes of the internet

  Dear social media marketers, this one’s for you! From the outside, it may look like you're just scrolling through feeds or switching between tabs. But we know better. Team Zoho Social sees the real story. We understand the challenges you face—and we’ve

• Based on the Assign To time task want to trigger also reminder for the task still move form fresh lead

  If the leads is assigned To 1 am to 10.55 am task want to create 11am Then reminder want to go the person at 4pm If lead status not moved from fresh lead. From next on wards Reminder want to go 11 Am and 4pm Every day still the person moved to fresh lead

• Emails Not Sending

  This has happened before. I contacted Zoho and it seemed to work, but now my emails are not sending or taking a long time to send and half the time attachments don't attach. It just keeps saying Sending... and I have to keep clicking it to make it send.

• [Free Webinar] Learning Table Series - AI-Enhanced Logistics Management in Zoho Creator

  Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About Learning Table Series Learning Table Series is a free, 45-60

• WhatsApp pricing changes: Pay per message starting July 1, 2025

  Starting July 1, 2025, WhatsApp is shifting from conversation-based pricing to per-message billing. That means every business-initiated message you send will count. Not just the first one in a 24-hour window. Pricing updates on the WhatsApp Business Platform

• Create a button that converts Sales Order into a Custom Module

  I am looking for a way of creating a button on Sales Orders that would automatically create a record in a custom module I have created called Contracts. The custom destination module "Contracts"  has the following fields that I would need to populate [Contracts Name] populate with SalesOrderID [Account Name] populate with related Account Name [Contract Start Date] populate with the date that the record was created Could someone help or point me in the right direction? Thanks

• Remove all of the junk data that comes with the trial

  How would I go about removing all of the junk data that comes with the trial of zoho crm?

• Video Interview Feature

  Please add a text option as well while sending invitations to candidates for video interviews, candidates are missing out on the email. They are more convenient in text and it really helps Hope you would understand, thanks

• Singapore DBS Bank

  Is there any schedule corresponding to DBS of Singapore? 

• Including Contact and Account Information in Zoho Projects.

  In Zoho Projects I have created a custom layout which already includes a 'Client Information' section. The 'Client Information' section already includes integrated fields (integrated with CRM) for various account and contact details. Here's what I want

• Unable to Download CRM Contact Data: WorkDrive Integration Issues

  ## Problem Description We need to let users download contact information from CRM as CSV files to their local computers. Since we couldn't implement a direct download option, we're trying to use WorkDrive as a workaround - but we're encountering issues

• App Spotlight : PagerDuty for Zoho Cliq

  App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational

• Campaigns going to spam folder, how to build so that it goes to inbox

  Hello, New to campaigns, now have it functioning correctly. In my test group of 10 email addresses 100% of the emails went to spam/junk folder and/or were blocked/captured by spam filters. What is the process to building a message or format that does

• Integrate QuickBooks with Bigin and streamline your sales and accounting!

  If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes

• When a ticket is merged, the merged ticket's link should redirect to the remaining ticket.

  Zoho Desk deletes merged tickets. Which is not ideal. The issue is if you have a link bookmarked, or even in your inbox from a ticket that was merged, when you visit you receive an error because merging tickets actually deletes the ticket that was merged.

• Pass data from a Zoho Desk ticket to a Zoho Form as pre-fill data?

  Hello, I'm trying to pre-fill a Zoho form with client data based on the Zoho Desk ticket data that would be associated. Work flow i'm trying to create: 1. Ticket created for a sales order 2. order requires a site survey 3. link inside ticket links to

• Goods total weight in Sales Orders

  Hello everyone, We want to automatically calculate the total weight in Sales Orders based on the weight data specified in the Items. Could you please suggest the simplest way to achieve this in Zoho Inventory? I would greatly appreciate any advice and

• Problem with pagination in Zoho Inventory API

  Hello, I'm having an issue with the  Zoho Inventory API when I try to use the pagination. When I send a request to https://inventory.zoho.com/api/v1/items?authtoken=XXXXXXXXXX&organization_id=YYYYYY&page=1&per_page=50, I get back 200 items. And when I send the same request for the second page, https://inventory.zoho.com/api/v1/items?authtoken=XXXXXXXXXX&organization_id=YYYYYY&page=2&per_page=50 I'm getting back the same 200 items I get with the first request.  So I think neither the page parameter

• Can a user be assigned to an Account based on email domain?

  Hi ZohoDesk, If I have a customer Account already configured is there any way I can use a domain matching rule to assign a new user to the correct account when logging a ticket by email? Many thanks Rich

• Can't track conversions using GTM

  We had to move the installation of the SalesIQ widget from GTM to directly do it in our wordpress site. The SalesIQ widget was being blocked by Adblockers which caused a lot of our visitors to not be able to see it. This issue was fixed from deleting

• WhatsApp Message Pricing Changes (Effective July 1, 2025)

  Starting July 1, 2025, Meta will introduce a per-message pricing model on the WhatsApp Business Platform, replacing the current conversation-based billing. This update affects all WhatsApp messages sent through Zoho Marketing Automation. We’ve broken

• Parent-Child Tickets using API or Deluge

  Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the

• Blueprint transitions on locked records

  We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.

• CC from mail client to Zoho CRM

  Hi,  Is it possible to have emails sent outside of CRM use a CC that sends them into the CRM and attaches to the record?  Thanks

• Department e-mail signatures

  Hello everyone, We're just in the process of evaluating various help desk software alternatives and Zoho is looking pretty good to us at the moment. Our set up is a bit strange and I was wondering if this is possible. We have one tech who looks after

• How can I hide "My Requests" and "Marketplace" icon from the side menu

  Hello everybody, We recently started using the new Zoho CRM for Everyone. How can I hide "My Requests" and "Marketplace" from the side menu? We don't use these features at the moment, and I couldn't find a way to disable or remove them. Best regards,

• Next Page