Weekly Tips : Customize your Compose for a smoother workflow

• Topic Participants

• Sania Sultana H

  

• Aashok Kumar Sharma

  

• Sticky Posts

• Weekly Tips : Save Time with Saved Search

  Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you

• Weekly Tips: Protect Confidential Information with PGP in Zoho Mail

  We deal with confidential information almost every day, whether it is being sent out or received. Though emails sent using Zoho Mail are encrypted both during transit and at rest, attempts to access and steal your sensitive data are always a threat that

• Get Holiday ready with Zoho Mail's Templates

  As the holiday season approaches, it’s time to step away from work and unwind. You may not be able to respond to every email or send individual messages to wish everyone holidays greetings—but It is still important to stay connected. How do you send thoughtful

• Weekly Tips: Secure your attachment downloads with Zoho Mail

  Safety is one of our main concerns, whether it’s about device security or online protection. We use tools like fingerprint scanners, facial recognition, and two-factor authentication to keep our devices and email accounts secure. We use methods like OTP

• Get Holiday ready with Zoho Mail's Offline mode

  With the holiday season right around the corner, this is the perfect time to get ready to unplug, relax, and enjoy a well-deserved break. In addition to preparing yourself, you can also make sure your organization members are set for their time away from

• Recent Topics

• Allow Multiple Scheduled Appointments with Zoho Support

  Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling

• Share Edit while in Workflow

  There are times that while a writer document is in the middle of a workflow the user that's responsible for that stage of the workflow needs to bring in other people to work on the document. Currently there is no way for the user to be able to allow other's

• How to add a custom hyperlinked button in ZohoCRM Canvas Builder?

  I am building custom views in ZohoCRM Canvas builder, with one view that will be used for a client Portal. Trying to add a custom button that when clicked opens a separate window to a ZohoForm. How do I do this?

• Event Time Zone in meeting invites are confusing users

  When sending calendar invites to internal and external users, the first section "Event Time Zone" is confusing people and they are automatically declining events. Can this section please be removed??? It already shows the correct time zone next to the

• How do you create an event/meeting in a different time zone?

  Does anyone know how do you create an event/meeting in a different time zone? 

• Extend GitHub Commit Integration to Tasks in Zoho Projects

  Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the current GitHub integration in Zoho Projects, specifically the ability to link commit information. Current Limitation: As of now, Zoho Projects

• Add Native GitHub Pull Request Creation & Management from Tasks/Bugs

  Hi Zoho Projects Team, I am submitting a feature request to enhance our development lifecycle by enabling native GitHub Pull Request (PR) creation and management directly within Zoho Projects. The Current Limitation: Currently, the GitHub integration

• Add Actionable “Smart Commits” for GitHub Integration

  Hi Zoho Projects Team, I am submitting a feature request to introduce Smart Commits support for the GitHub integration in Zoho Projects. The Current Limitation: Currently, Zoho Projects offers a "passive" integration. Including a Task ID in a commit message

• Add Unified Project-Wide Development & Release GitHub Dashboard

  Hi Zoho Projects Team, I am writing to submit a feature request for a Unified Development & Release GitHub Dashboard that provides centralized GitHub visibility at both the Project and Milestone levels. The Vision: We need a single "Command Center" that

• Add Native “Create GitHub Branch” Action for Tasks and Bugs

  Hi Zoho Projects Team, I would like to submit a feature request to enhance the GitHub integration in Zoho Projects by adding the ability to initiate a GitHub branch directly from a Task or Bug. The Current Limitation: Currently, Zoho Projects lacks a

• One-click “Open in VS Code” from Zoho Tasks/Bugs with automatic branch checkout

  Hi Zoho Projects Team, I am submitting a feature request to enhance the development workflow within Zoho Projects, specifically the ability to open a Task or Bug directly in VS Code and automatically check out the related branch, similar to capabilities

• How to reduce inventory valuation when not tracking individual items?

  We purchase clothing items wholesale, embroider them with a company's logo, then resell. The garment style, size, color, etc. changes according to a customer's desire, so we don't track the individual item's purchase within Zoho Inventory unless there's

• Merge tag didn't work in the campaign sent to test email list

  Hello, I just sent out a campaign to my list of test emails (including my personal one). The merge tag that's supposed to put a first name of the contact $[UD:FIRST_NAME||]$ didn't work. Where the first name of the contact should be displayed there's

• Add Camera Background Blur During Recording

  Hi Zoho WorkDrive Team, Hope everything is well. We would like to request an enhancement to the video recording feature in Zoho WorkDrive. Currently, the camera preview displayed during a recording does not support background blur. This is an essential

• Sync Data from MA to CRM

  Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a

• How can I transfer data from Production to Development environment?

  Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?

• filter on sheets mobile (iOS, iPadOS) does not work

  re-posting this as a question because reporting as a problem netted zero responses... I have this issue on every spreadsheet, whether imported or created natively in Zoho Sheets. I can use on desktop without issue: but on iOS the filter dropdowns are

• How to map fields from Zoho Recruit to Zoho People

  I've got these fields from my Job Offer that I'm trying to map to the Work information fields in Zoho People, but they arent showing up. For example, how do I get the department name field (in the job post) to map to the work information field in Zoho

• Mass email from Report output

  Hi, I'd like to send a mass email based on a report output. The report is pulling multiple information from linked modules. Each line of the report ends up with a contact name, email and multiple field values pulled from the linked modules (some are custom

• Introducing SlyteUI : From Idea to a Working Interface in Minutes

  Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming or exhausting. SlyteUI makes this possible by simplifying

• Add Comprehensive Accessibility Features to Zoho Writer

  Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

• How to see Tickets that require a response

  When an agent checks his work he should be able to see a list of tickets that he has to reply to. Currently he can only see if the ticket is closed or open. However the ticket might be open but we are waiting for the customers reply, so there is nothing

• Zoho Books' 2025 Wrapped

  Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear

• [Free webinar] Integrations in Zoho Creator - Creator Tech Connect

  Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,

• Issue with attaching files to a task through the API

  Hello! I've implemented a function that creates a task for every new bill that is created but I haven't been able to attach to the task the files which are attached to the bill. I have encountered multiple errors but the most common one is error 33003:

• Trigger workflows from SLA escalations in Zoho Desk?

  Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticket

• Can I hide empty Contact fields from view?

  Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be

• Agents permission per department

  Hi Team, can I setup permission for each agent what they can do in each department, for example I want account department agents to only have view access to support department tickets and not allowed to assign or reply to clients. I am sure this would

• Ask the Experts - Live Q&A webinar

  Hello Community, We’re excited to host our very first Ask the Experts session! Join us on 7 April 2026 from 11 a.m. to 12 p.m. (IST) for this live webinar Q&A session, where you will have an opportunity to connect directly with our product experts, gain

• 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

• Prevent Automatic Milestone Inheritance for Newly Created Task Lists

  Hello Zoho Projects Team, We hope you are doing well. We would like to request an enhancement regarding how new task lists inherit Milestone association in Zoho Projects. Current Behavior: At the moment, when a new task list is created below an existing

• Hiding / removing Currency field from Layout

  Hello, I'm working on the LEAD standard layout of Zoho CRM. I like to have it as minimal as possible for our team. I could remove most of the field, but Currency is not possible. As lead, I don't quite understansd the necessity to have Currency as mandatory.

• Updating Sales orders on hold

  Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}

• Can we have Backorder Management ?

  Can we have Backorder Management ?

• Accept credit card payment for multiple invoices

  We have a problem with Zoho Books.  While we can charge a customer's credit card for an individual customer invoice, we cannot charge a customer's credit card for more than one invoice. In our business, it is common for a client to phone up and say, "Here

• Anyone in Australia using Zoho Books AND has their account with NAB?

  Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and

• Newby Questions - Vendors, Customers, and Income vs. Other Income Clarifications

  Q1. For Deposits, there does not seem to be an option for "Income". "Other Income" is an option however. What is the process to add the option to assign a deposit to type "Income"? Q2. In many cases Vendors and Customer are the same. Vendors may purchase

• ISO 3166-2 Compliant Country and Regions

  Zoho should consider implementing ISO 3166-2 standards for countries and regions in address dropdowns. It adds a lot of noise in the data when items added programmatically conform to ISO 3166-2 (e.g., TX for Texas, CA for Canada, etc.), but the few items

• Tax on Imported goods charged by Shipping Company

  Hi Folks, I imported goods from outside Canada, for better understanding I will give an example data. imported goods value: 2000$ The shipping company sent me an invoice containing the following information: Custom duty on imported goods: 400$ Administration

• Invoice Import Error: "Either Tax or Tax Exemption Reason is required" - Recurring Across All Attempts

  Issue Description: I'm experiencing a critical issue with invoice imports in Zoho Books. Every import attempt fails with the same error message, regardless of the tax data provided: Either Tax or Tax Exemption Reason is required. This error is blocking

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