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    • Sticky Posts

    • A new UI for distraction-free engagement in online meetings and webinars that scale up for 3000 attendees

      Hello all, We're excited to share our new, refined UI for online meetings.  Here's how the new UI will improve your experience during online meetings: We've re-designed Zoho Meeting's online meeting UI to enable users to fully engage in conversations

    • New and Improved UI for Online Meetings in Zoho Meeting

      Hello there, We hope you're enjoying our video conferencing feature for your online meetings. This month, we are glad to present our revamped UI for online meetings. We have made some useful changes to make features contextual and easy to access. In addition to this, we have also added some interesting features and enhancements to make your online meetings smooth and hassle-free. Let's take a look at these changes. Better visibility and access to main features The main menu has been moved to the

    • Improved host controls and other enhancements

      Hello there, We hope you're staying safe and healthy. As we continue building Zoho Meeting into a complete, feature-rich web conferencing solution, we're making big and small feature updates and enhancements every month.    Here are a few of our latest updates:   Common updates for meetings and webinars Invalidating the keys of past meetings and webinars: This is an important security update. We're in the process of invalidating the keys of all of our users' past meetings and webinars. This prevents

    • Latest updates in Zoho Meeting | Create departments, Share PDF files

      Hello all,   You can now create departments to group team members within your organization. This will make it easier for you to organize department-level meetings and invite members. In webinars, use the Share material feature to share PDF files directly

    • Create Instant Polls, Broadcast Messages, and Enable Co-organizers to Launch Webinars

      Hello, Following our previous updates with the iOS webinar app, Raise Hand, Allow to talk, and Give control in Mac OS, we have added some new features and enhancements to Zoho Meeting's webinar module that let you create instant polls, communicate with attendees through messages, and have better control over launching webinars. Let's take a look at what's new. Features Co-organizers can now launch webinars Co-organizers, who are members of your organization, can now start webinars just like the organizer. This

    • Recent Topics

    • Automatically add a retainer to every estimate

      Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a way to do this? Thanks,

    • Planning Sales visit to local lead, contacts

      Hello, We have our leads and contacts in CRM. One sale is asking me how he can view all leads and contacts (ideally on a map) in a given area (city or country or "region") so he can plan visiting them. What can be done or need to be developed to have

    • Force Sync Contact/Account from CRM to Books

      Hi all. This might not be a common issue to the large portion of the user base here, but for those who dabble and use CRM and Books integration, they know how painful it is that we have to wait for the 2-hour intervals for the records to sync; especially

    • Workflow for "Expenses" module?

      Hi there, over the last 2 years, Zoho Expense has seen tremendous growth and we are happy with it. But, sometimes it is frustrating to see things are being implemented halfheartedly, or so it seems. For example, There is the possibility to create workflows

    • When is partial reimbursement going to be launched?

      Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.

    • IP Address List > Sigma

      We have developed a ZohoCRM extension that utilizes API calls to our server from Deluge scripts and Widgets. Our API server has IP restrictions in place. To ensure successful communication, we require a list of IP addresses utilized by Zoho's platform

    • Zoho CRM Canvas Copy Original Layout

      Hello all, I want to use Canvas to make small changes to certain views, not to make huge changes. Is it possible to copy the original Zoho layout and set-up and start from there? I checked and all I can find are some templates which are far from the original

    • ZOHO Nightmare

      I am writing as a long-time Zoho user who has faced significant challenges implementing your platform for my business. As a New York-based real estate broker, I have invested over $10,000 and nearly two years trying to integrate Zoho CRM with my WordPress

    • Approval system in Books/expenses

      Hi In Books Is there a way to do the following: 1) Submitter to know the balance in Budget/cashflow before sending the amount for approval? 2) Approver to know the same as 1 above? In Expenses, is the above possible?

    • attaching pdf to a bill using REST api

      I'm trying to attach a pdf to a bill using REST and curl. The problem is the example in that section in the API reference document does not show how to actually submit the file. It only shows the headers used. I've been trying many variations of this

    • How to Open .mbox file in Gmail with Attachments?

      Gmail offer users to backup INBOX folder in .mbox file format via Google Takeout Feature. Howver there is no such option to Restore Gmail MBOX. Thus I would like to suggest you to choose an alternate approach i.e. MBOX to Gmail Wizard. This utility will open .mbox file in Gmail with attachments.  Steps to open MBOX file in Gmail are; Run MBOX to Gmail Wizard Click Add File and add .mbox file. Enter your Gmail login credentials. Click Convert button. Finished! This is how you can open MBOX file in

    • Custom fields for calls and an enhanced call creation form

      Greetings, I hope you're all doing well. We're happy to announce a few recent enhancements we've made to Bigin's Calls module. We'll go over each one in detail. Enhanced call creation form in Bigin What is this enhancement about? This update includes

    • Customize user data collection with User Layouts

      Users denote the people in your organization who work on agile projects using Zoho Sprints. You can add them to your workspace and associate them with required projects. Organizations have distinct requirements in collecting user data. Apart from the

    • Zoho Sites with GoDaddy DNS

      We have a site hosted with www. in front that works perfectly well. The issue is with getting the TLD/naked DNS pointed to the www. while using GoDaddy dns. I have edited the DNS Forwarding entry in the domain so that the root example.com forwards to

    • Integration with Moodle

      Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enroll

    • Possible for "Specify URL Criteria" in URL/Permalink settings to be assigned to a variable?

      I want to embed a Zoho Analytics chart view as a Related List item in the Zoho CRM Accounts module, such that when one is viewing a CRM Accounts module record for an Account, the user will see the chart for that specific company. Is it possible to set

    • How to present an Analytic on a CRM dashboard and filter it on loginuser id

      How to present an Analytic on a CRM dashboard and filter it on loginuser id? I want to display an Analytics pivot table (as a widget) on a CRM dashboard and have the pivot filtered on the loginuser. I want additional user-filters available, such as date,

    • Allow 2 logos for Branding, one for Light Mode and one for Dark Mode?

      Our logo has a lot of black text on it. If we leave the background transparent, per recommendation of Zoho, when a user is viewing a file and turns on dark mode, our logo is not really visible and looks really weird. It would be really great if we could

    • Pre-fill TO and CC fields for Email Templates

      This would be a game changer to be able to set either specific email addresses or merge fields based on deal role titles into email templates. Please pass this along to *hopefully* add to future features of Zoho CRM.

    • Payroll In Canada

      Hi, When can we expect to have payroll in Canada with books 

    • Why can't we associate a contact to mulitple accounts?

      This simple feature has been for 14 years now... it's way past ridiculous. We don't want to add a multiple lookup field, we just want to add a second account to our contact. This way i'll go on Jonh Doe and see in the account field : Company 1 and Company

    • Calendar Bookings in Recruit

      Hi there, We have recently started using Zoho recruit and although it has some great functionality there are a few gaps that are causing real headaches. One of those being how interviews are scheduled. The majority of our hiring managers are field based

    • Multiple Vendor SKUs

      One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

    • How to Use Branch-Specific Templates for Invoices Created via Zoho Books invoice API?

      I am using the Zoho Books Invoice API and I am sending the branch_id when creating an invoice. The invoice is being generated, but it is using the default template rather than the template that corresponds to the branch I specified. In Zoho Books, when

    • Automatic Department and Employee Sync Between Zoho One and Zoho People

      Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.

    • Delete Unactive Users form Directory

      Hi, how to delete all unactive users ?

    • Manual Journal entry problem

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    • Changing Related Modules in a Report

      Once a report is created, is it possible to add Related Modules? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com

    • Is there a way to limit/turn off unlimited Version History?

      We save CAD files in our Zoho WorkDrive and while the files aren't very big themselves, whenever someone hits the save button in the CAD program it uploads another version of the file to the WorkDrive. This means files that are only a few MBs in size can actually be taking up 10s of GB in our WorkDrive if someone is saving frequently. Is there a way to limit the number of versions WorkDrive stores to save WorkDrive space?

    • ZOHO One Webinar Functionality

      I am currently trialling ZOHO Projects and have also been looking into over a dozen different Webinar solutions from various vendors. I understand that ZOHO Webinars is a stand alone tool. But that ZOHO Meetings also offers webinar functionality. The

    • Avoid None option in List Custom Fields

      Does anybody know a way to avoid -- None --  option to be displayed in a List Custom Field?  - With Mandatory option selected, you can prevent from saving if user select --None-- value. - With Default value selected, a different value than --None-- is

    • 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

    • JavaScript or iframe embed with transparent background

      If I have a form with transparent Wallpaper, it appear great on my website by using my default background. However, using Zoho Forms SAVE button, the user is directed to Zoho Forms managed page and a blank background. Alternatively, I can include a Wallpaper

    • Emails and Kanban for Portals

      There was talk portals would have emails and email templates, and kanban view. Is there any release date for this? Portals has been so good for offering a simple crm option. It just needs a couple of small things.

    • Custom sorting Axis in a Heatmap report

      I have a heatmap and want to sort the order of the axis in a custom priority order - is this possible ? So I want the priority to be "New, Urgent, High, Medium, Low, Not Set, Unknown" Can I set this manually ?

    • ZOHO BackStage

      How to get list of events, using ZOHO BackStage APIs. Is it possible OR not?

    • Greylisted, try again after some time

      Can you check my ip, i send to duyna@vietlinkjsc.vn but have an error; my ip is 112.213.94.12 Here is log: 2018-01-09 09:40:29 H=mx.zoho.com [204.141.32.121] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 H=mx2.zoho.com [204.141.33.55] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 duyna@vietlinkjsc.vn R=lookuphost

    • The 3.1 biggest problems with Kiosk right now

      I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.

    • Zoho People down

      Zoho People (EU) appears to be inaccessible this morning. Have gotten through log-in and MFA but have been on the "Please wait while we work our charm..." page for several minutes now. A colleague has tried to access it via the One dashboard and experienced

    • Adding Bluesky channel

      Hello, Is Bluesky (AT protocol) soon added on Social ? Bluesky is being developped and is now open to anyone (no more invitation) Thank you

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