Weekly Tips: Protect Confidential Information with PGP in Zoho Mail

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• Sticky Posts

• Weekly Tips: Insert frequently used phrases in a jiffy using Hotkeys

  You often find yourself using similar phrases in an email —like confirming appointments or providing standard information. Constantly switching between the mouse and keyboard interrupts your flow and slows you down.Instead of typing the same phrases over

• 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

• Recent Topics

• Show when an invoice has been viewed

  It would be nice to know if/when a customer has viewed an invoice. This would mean not having PDF attachments and just have the link to the invoice. My previous invoicing solution had this feature and I did not realize how much I used it until it was gone. Would this be possible, or this already available and I am just missing it?

• Zoho Books | Product updates | March 2026

  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting

• Separator line

  Is there a way i can insert a line in an invoice or quote without showing qty or prices? e.g. Options I Item description qty and price Option II Item description qty and price Thanks

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

  Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

• BCC Drop Box Centralisation

  Hi Team, For the last few years, I have had a question related to the Zoho CRM BCC Dropbox feature. Although BCC Dropbox is very useful for tracking customer email communication, I have always wondered why its configuration is managed at the individual

• Kiosk Page Refresh

  We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when

• CRM Integration - Option to Sync Reporting Tags

  It would be nice to be able to sync reporting tags in Zoho Finance to a custom field in Zoho CRM. My use case is for a Customer in Finance to an Account in CRM (and vice-versa, of course), but I'm sure it's pretty obvious that this could also be used

• Join the Zoho Desk Virtual Classroom Training (VCRT)

  Hello everyone, Have you heard about Zoho's Virtual Classroom Training (VCRT)? Zoho Desk's Virtual Classroom Training offers end-to-end training for Zoho Desk users. Join the VCRT and get hands-on guidance for setting up Zoho Desk and getting your business

• Make Rich Text fields available in Canva Print Views

  Everything is on the title. I don't really understand why this is not already possible as Rich Text Fields are available in Canva Detailed Views for example.

• Zoho CRM Approval Process based on Field Update

  Hello, In current structure, Zoho CRM send records to approval based on record creation and edit.  I think, it should be to set approval process trigger based on any field update in record. When the user update any field, the record can assign to approval

• Approve records efficiently: Useful enhancements to My Jobs module and Approval process in Zoho CRM

  Dear Customers, As you might know, approval process is a process automation tool that allows you to automate approvals in your organization and My Jobs is where you approve requests from a single point of view. Here's how you'd go about it: You’d add

• Filter isn't

  The ability to filter the history of a given flow to a specific status however it would be great to have the ability to filter to a status that isn't something for example if i want to find all history that isn't complete.

• Introducing the Store Locator widget

  Hello everyone! Your website is often the first place customers visit before deciding where to shop. But when they can't quickly find the nearest store, check business hours, or get directions, many leave your website and search elsewhere. Every extra

• Important updates to your connectors

  Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the

• Important updates to your Salesforce integrations in Zoho Creator

  Hello everyone, We're writing to inform you of an important change regarding Salesforce integrations in Zoho Creator. Salesforce has introduced new security requirements for third-party platforms that connect with their services via APIs. To comply with

• Password Policy in Zoho Mail: Set password rules to keep your organization secure

  Weak or repetitive passwords are one of the most common causes of unauthorized account access in organizations. Zoho Mail's Password Policy feature allows administrators to define and enforce specific password requirements for all users in the organization,

• What is Workqueue and how to hide it?

  Hi， My CRM suddenly have this "Workqueue", may I ask how to set the permission of this tab?

• Zoho Community Digest - July 2026| Part 4

  Hi everyone, and welcome back! We're closing out July with a strong final week, from a major LinkedIn integration in Zoho Recruit to AI-powered forecasting in Zoho Analytics. There are also a few heads-ups worth noting, including API changes in Zoho CRM

• Zoho CRM Community Digest - July 2026| Part 2

  Hello everyone! The second half of July brought five CRM updates, including a heads-up for developers on API changes coming in October, one Quick Win on keeping your attribution data intact through lead conversion, two Dev's Corner threads worth bookmarking,

• Keeping project teams in the know with Zoho Cliq

  Project management is all about processes, data flow, and maintaining order. But communicating appropriate information at crucial times to stakeholders is as important as the moving parts of a project. Zoho Cliq can facilitate effective communication

• Enable Credit Note creation for Sales Returns BEFORE receiving goods

  Currently, it is not possible to issue a Credit Note linked to a Sales Return until the goods have been officially marked as "received" in the system. In our business, we often need to issue a credit note to our clients immediately upon the initiation

• Getting Internal Server Error message when filing for MTD

  I am trying to file for the MTD submission, and after I filled in all the information and click (Fetch Obligation) this message "Internal Server Error [500]" pops up. I have been trying for awhile and its still the same. What shall I do as today is deadline

• No access to change view permission for team members

  Hi, I want team members to be able to update the percentage progress on their goals at mid year. Currently they cannot edit this, they can only update the comments against the goals. The ability to add view permission to goal progress for team members

• Turn your Zoho One Home into your workspace with Dashboard 2.0

  When you open Zoho One, you probably don't need to see everything. You need to see what matters to you. A sales manager may want to track pipeline and revenue. An HR manager may want to monitor employee information. A business leader may want a quick

• Zoho Assist Feature Update: August 2026

  Web Forms Web Forms in Zoho Assist help you collect support requests directly from your website and route them to the right team. Embed a customizable form so customers can raise issue details or join an active remote session using a session ID. Depending

• Tip #84 – A More Natural Remote Experience with Custom Cursor Support – 'Insider Insights'

  Hello Zoho Assist Community! Anyone who has spent time in a remote support session knows the feeling. You're guiding a customer through a task, moving the cursor across the screen, and something feels just slightly off. The cursor doesn't behave the way

• 【無料／オンライン】8/20開催｜Zoho ワークアウト｜ユーザー同士で学び合うオンラインもくもく会

  ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 8月20日（木）開催の「Zoho ワークアウト」をご案内します。 Zoho ワークアウトは、参加者それぞれが取り組みたいテーマを持ち寄り、 ユーザー同士で交流しながら、設定・検証・運用改善を進めるオンラインの「もくもく会」です。 「作業を進めたいけれど、一人だと手が止まってしまう」 「他社がどのように活用しているのか知りたい」 「同じ課題を持つユーザーと情報交換したい」 そんな方は、ぜひお気軽にご参加ください。 ▶︎ 参加登録はこちら（無料）

• Assign Price Book to Accounts (again!)

  I can see this topic has been bumping about for over 10 years and unfortunately Zoho hasn't seen the need (or use case) in CRM to be able to assign an account to a price book to automate quoting (amongst other things). Strange given they DO assign price

• Custom Statuses - Can You Do Anything With Them?

  As far as I can tell, one really cannot do much with custom statuses. I created a new custom status for sales orders called "Customizing / Hold". This is for sales orders that have the Confirmed status. The use case here is that, as an e-commerce company,

• Price Book in foreign currency

  We have many customers who buy in foreign currency (USD), where our base currency is our local currency (AUD). It would be normal (it is in Zoho Books, Zoho Inventory etc.) to assign a currency to a price book, but I cannot find this option in Zoho CRM

• How to disable option to search (In Advanced Field > Matrix Choice > Dropdown)

  In Advanced Field > Matrix Choice > Dropdown I don’t want the option to search or type to fill in words. How can I disable or remove this function?

• Layout rules in Zoho FSM

  As titled, is there an item in the pipeline or an ETA for the implementation of layout rules in Zoho FSM? Similar to how they work in Zoho CRM https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-page-layouts/articles/create-conditional-layouts

• Marketing Tip #45: Use WhatsApp to engage customers and drive more sales

  Email is great. Social media is useful. But when it comes to getting a message actually read? WhatsApp wins. In general, open rates on WhatsApp messages are significantly higher than email, and the conversation feels personal rather than promotional.

• Client Script also planned for Zoho Desk?

  Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field

• View Answer Bot conversations?

  We are trialing Zia and are experimenting with Answer Bot on our knowledge base. So far so good! Management asks me if it is possible to view Answer Bot conversations, the purpose being to look over its shoulder and confirm that it is working as des

• Add Comment workflow action delayed by 1–2 minutes in Zoho Desk

  Hello Zoho Support team, We are experiencing an issue with a workflow in Zoho Desk. The workflow is triggered when the Quote ID field is updated and performs two actions: A standard Field Update An Add Comment custom action When the Quote ID field is

• Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

  Hello everyone, Availability: This feature is now available for customers in the JP and SA DCs. It is planned to be released for other customers in soon. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built

• Zoho Books and TRAINING SALES receipt label for eTims?

  Hi, Can Zoho Books implement TRAINING SALES receipts and push them to eTims for test? In other words how can we send to Zoho or even create in Zoho training mode invoices and TEST the workflow POS>Zoho Books>eTims and back without actually registering

• Reporting Tags and COGS

  Is there any way to get COGS recorded against reporting tags? The use cases seems very straightforward to me. If I'm running a P/L report against a specific reporting tag (I use mine for customer type, but it could be used for regions, etc.), the revenue

• Hide Custom Fields for Customers or Vendors

  For whatever reason, all custom fields added to the Customer module also get added to the Vendor module. This leads to a clunky experience for users, as many custom fields we add only apply to one or the other. There should be a "hide" option to hide

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