Zoho Projects Roadshows 2025 - USA

• Topic Participants

• Chaitanya Mella

  

• Sticky Posts

• Update on V2 API End-of-Life Timeline

  Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happy

• Automation Series: Auto-assign Task Followers

  As task progresses, several users are required to stay aware of the updates to plan their upcoming work items efficiently. Manually adding users as followers for an active task might create additional overhead. With this automation, followers can be added

• WhatsApp Business Integration for Zoho Projects

  Delivery channel plays a decisive role in how quickly certain project updates translate into immediate actions. A release is ready to go live. An issue is marked critical. An approval is pending. These moments are less about tracking and more about timely

• Enhanced Collaboration and Global Web Tabs

  Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be grouped

• Choosing the Right Automation in Zoho Projects

  In any project, different types of actions are needed at different points. Some projects require control on how tasks move, some require reacting to updates, and some require executing additional actions beyond the task. Automation in Zoho Projects is

• Recent Topics

• Handling Hard Bounce Contacts with Active Phone-Based Users (WhatsApp Use Case)

  In Zoho Marketing Automation, when a contact is marked as “Hard Bounce”, we noticed that the contact stops receiving updates from CRM fields and may be excluded from automations. Is this expected behavior? In our case, the primary identifier and verified

• Integration with existing websites

  So most companies have existing websites. They want to integrate an online store with their existing site. How is that possible in zoho commerce please.

• Subject: Message bar - reducing height and adding scrolling/rotating messages

  Hello Zoho Commerce Support, I am building my store (Moksha Collections) and have the Message Bar enabled and positioned at the top. I have two questions: 1. Height: Is there a native setting to reduce the height (thickness) of the message bar? It currently

• Moving over to commerce but shipping

  In our company we love zoho onebut currently use ECWID for our online shop which is annoying as it requires double entering invoices. our requirements are that we do local deliveries limited by postcode -these are free. we also allow pickup they get a

• Website not properly connecting with Zoho Creator app portal (embed & data sync issue)

  Hello Zoho Community, I’m currently facing an issue while trying to connect my external website with a Zoho Creator app portal. I have a tool-based website ( https://mygardencalculator.com/ ) where users interact with calculators and dynamic content.

• Show current inventory in the item list table for a composite item

  Hello. We have many products that are composite items. Quickly determining inventory levels of individual items that make up a composite item would be beneficial. IDEA: Add columns"current inventory" and "available inventory" to the item table of the

• Increase the "Maximum Saved Entries per User" Options Limit

  Hi, You can create lots of saved entries, yet the Limit when you apply one is 25, we may often expect 32 to be in draft, and therefore want to enforce that, can we increase the limit of this field from 25 to 100 (As you can just turn it off and have more

• When Zoho Tables Beta will be open to EU data center

  Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

• Deluge Editor Code Reformatting and Dark Mode Support in Zoho Creator

  Hello Zoho Creator Support Team, I’m enjoying Zoho Creator but facing an issue with the Deluge editor—it's automatically reformatting my code (removing spaces, changing brace placement). Is there a way to turn this off? Also, is there any option to enable

• Add @Mention Notifications in Zoho Cliq for Zoho Project Mentions

  Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding "Projects Bot" Cliq bot notifications for @mentions inside Zoho Projects comments (Tasks and Issues). Current Behavior: At the moment, when someone

• Canvases Auto-Skewing/Adding Scroll Bars When They Were Not There Prior

  Is anyone else noticing rendering issues in their canvases today? It seems to be mainly icons which now have scroll bars added which makes them all look off, though some fields seemed to revert to squished length as well. Were the icons replaced with

• How to see exact clicked links in CRM from Zoho Campaigns ?

  Hi, I'm wondering how I can see the clicked links from an email sent from Campaigns when I'm in a campaign in the CRM module. I can see the number of clicks but I need the sales team to be able to see which link has been clicked by a prospect or contact.

• Allow native Webhooks to authenticate via Connections

  Allow native Webhooks to authenticate via Connections (Basic Auth) instead of plaintext custom headers Summary Please allow native Webhooks (Workflow Rules > Instant Actions > Webhooks) to authenticate against the destination endpoint using the existing

• Improve your booking page visibility with SEO settings

  We're excited to introduce SEO settings, helping you optimize how your booking pages appear in search engines and reach more customers organically. SEO settings are available for all booking page types: Business, Workspace, Event Type, and User. With

• Kaizen #250: Introducing write-enabled Queries: Auto-populating lookup fields during Kiosk-driven Blueprint transitions

  Hello Everyone, Welcome back to an exceptional edition of the Kaizen series! Today marks Kaizen #250, an exciting milestone in our journey of exploring, learning, and building with Zoho CRM. Over the past 249 editions, we've covered a wide range of features,

• Support for tags on mobile apps?

  Hi, please could you suggest when support for tags on the mobile apps is coming?

• Zoho Social API for generating draft posts from a third-party app ?

  Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.

• Relation name issue with getRelatedRecords

  Hi, I'm puzzled because of the following. I have custom modules Participants (CustomModule5) and Departures (CustomModule1): a Contact can be a Participant in multiple Departures. Participants used to be called Passengers; it was renamed to Participants

• mail did't send for particular email

  mail did't send for particular email

• Group settings in Zoho Mail: Manage members, moderation, and spam controls for your organization's groups

  When teams rely on group email addresses like team@org.com, hr@org.com, or sales@org.com, managing them without clear controls leads to unapproved senders, flooded inboxes, and no accountability over what gets delivered. Zoho Mail's Group settings in

• Update to Free plan attendee limit

  Hi everyone! A quick update about Zoho Webinar's Free plan. We’ve adjusted the Free plan attendee limit from 100 to 20 attendees. Everything else in your Free plan stays the same; you'll continue to have access to all your existing features. If your webinars

• Possibility to modify a standard wedget to create my own customized wedget

  Below is the std wedget available for dashboard which is great to show the the overdue, current, and all tasks as well as issues for each team member. My problem is this; The list of users cannot be edited (there are admin users which are not relavant

• Feature Request: Include Creator-applicable Deluge updates in the Creator Release Notes

  I'd like to put forward a suggestion about how Deluge updates are surfaced to Zoho Creator developers, and I'm hoping the Creator team will consider it. Zoho Creator is built on Deluge. Every workflow, custom function, validation and schedule we write

• Add home page or dashboard in CRM customer portal

  is it possible to add home page or dashboard in CRM customer portal?

• Close task on Completion Date entry

  This discussion is similar to my issue: "backdated-task-completion-date" discussion Scenario: A bunch of tasks have been completed. But, they have not been closed. Time goes by You finally get around to closing those tasks Projects assigns the date the

• Introducing Color and Order Preferences for Blueprint Transitions

  Blueprints exist to improve the efficiency of your company's processes and ensure compliance — but only if your users follow them promptly. More often than not, your users may find it challenging to adopt your processes and follow through on them, especially

• Groups and Moderation

  Hi, I have set up a Group in my organisation but am having trouble with moderation. The members are a mix of addresses within the organisation and external emails addresses. The issue is how to set moderation to be off whenever any of the members sends

• Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

  Release update: 1. 2 March 2026: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. 2. 26 March 2026: CA, SA, AU, JP, CN DCs - Free, Standard, Professional, Enterprise, Ultimate, CRM

• Zoho CRM Sandbox now supports integrations

  Hello everyone, We are now expanding Zoho CRM Sandbox to support integrations with other Zoho products. You can connect, configure, and validate the behavior of your integrated tools within a safe, isolated environment - testing end-to-end without touching

• Archiving Contacts

  How do I archive a list of contacts, or individual contacts?

• Introducing the New Zoho Assist Quick Support Plugin

  We are thrilled to announce the new Zoho Assist Quick Support Plugin, the upgraded and enhanced version of the Zoho Assist Customer Plugin. This new plugin allows organizations and IT administrators to deploy it directly onto their customers’ devices,

• What's New - June 2026 | Zoho Backstage

  Hello everyone! We’ve rolled out a new set of improvements across Zoho Backstage to help you manage events more efficiently and provide a better experience for your attendees. Take a look at what’s new in this month’s update. Assign attendees later and

• Summer release '26 should be called Enterprise Summer Release '26

  Summer release '26 should be called Enterprise Summer Release '26 because almost all updates or the more useful ones, are limited for Enterprise subscriptions. us with Basic or Premium susbcriptions are basically left in the cold.

• Previous conversation title on new messenger widget translation

  The title of previous conversations title on the new messenger widget personalisation appears in english even when spanish is selected as default language

• Export Tickets from the Help Center

  Hello everyone! We are now allowing end users to export tickets directly from the help center. The ticket export allows users to: Filter tickets by Department, Priority, and Account before exporting. Download files from Export History (Setup > Data administration

• Account Duplication Control in Zoho CRM

  The Goal Prevent users from creating duplicate Account records in Zoho CRM. Accounts should be sourced from ERP and synced into Zoho—no. Allow to create Accounts if they don't exist in our ERP. What I've Implemented removed Account creation permissions

• Error 1011 saving website personalisation — blocking all changes (corrupted "home_page.content" field)

  When trying to save changes under Settings → Brands → MY COMPANY → Website → Personalisation → Messenger, I receive the following error: "Either the request parameters are invalid or absent" upon checking on the developer console of the browser I get

• This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

  Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

• Issue embedding image Zoho Books email signature

  I am trying to embed my company logo to my email signature using the image url tool on the settings but I keep getting the following error: Enter a valid public image URL I am using a public link from either WorkDrive or OneDrive and I still get the same

• E-Mail Distribution List

  How do I create an e-mail distribution list in Zoho Mail?

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