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• Tip #82 – Let Zia Answer Bot Handle the Questions So You Can Focus on the Fix – 'Insider Insights'

  Hello Zoho Assist Community! Imagine you're in the middle of a critical remote session. The customer is waiting. You need a quick answer about a known issue or a standard fix documented somewhere in your knowledge base, but hunting through articles mid-session

• Caso de Éxito: Namencis Education crece un 117% con Zoho One

  "Hemos estado creciendo en torno a un 117% al año, que es una barbaridad. Tuvimos una rentabilidad del 33%, que antes no teníamos ni por asomo. Escalamos en tres años lo que no habíamos escalado en los anteriores siete." Borja Domínguez, CTO de Namencis

• Zoho CRM - Kiosk Studio: Build Once, Execute Multiple Times with Loops

  Hello Everyone, Introducing Loop Functionality in Kiosk Studio. If you've ever built a Kiosk that needed to perform the same action multiple times like updating a list of contacts, scheduling calls for a batch of leads, or processing multiple products

• Introducing Workqueue: your all-in-one view to manage daily work

  Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales

• [IDEA] Bring Layout - Conditional Rules and Client Scripts to Zoho Books

  The problem We run Zoho Books with two e-invoicing integrations: myData (Greek tax authority, AADE) and PEPPOL (EU e-invoicing). Between the two, our Invoice form carries a large number of custom fields — document type codes, VAT exemption categories,

• Introducing the Revamped Zoho Projects Chrome Extension

  Zoho Projects Chrome Extension brings your project management capabilities directly to your browser. Users can access all their portals, create tasks, file issues, log time, and stay updated on project activities without navigating to the main application.

• Bigin Android app update: Alerts while creating tasks outside of working days, conflicting events and calls.

  Hello everyone! In the most recent version of the Bigin Android app, we have brought in support to display an alert if task is being scheduled outside of the working days. Also, when scheduling an event or call in the Activities module, a conflict alert

• Create modules using natural language prompts

  Hello all, We’ve introduced a new enhancement to Zia that allows you to create custom and team modules in Zoho CRM using plain language prompts. Why this enhancement? Creating a custom module traditionally involves multiple steps—choosing field types,

• Assign account to a ticket created with WebToCase

  We use Zoho Desk. Our large client uses WebToCase form to submit tickets. I have two workflow rules: When a contact is created and its email ends with example.com, it runs a custom function, which assigns the new contact the right account Example with

• Collapsible Sections & Section Navigation Needed

  The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.

• Can the SEO Keyword field be increased from 100 characters to the industry standard 160 characters

  Hello, Currently Commerce restricts the SEO meta-keywords to 100 characters, which I'd always found to be a bit constraining, often times not enough space to suit my needs. I recently discovered however that search engines will accept up to 160 characters

• Cookies Consent Management in Webforms

  Hello Everyone! We are excited to introduce Cookie Consent Management for webforms. Read on to learn more. Webforms are online forms embedded on websites that allow users to submit data and create records in Zoho CRM. These forms utilize cookies to track

• 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

• 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.

• Como exportar la base a excel sin perder datos

  Estimados quisiera saber como exportar o descargar la base de tickets para hacer estadisticas sin perder datos al copiar

• Show my cost or profit while creating estimate

  Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .

• Mise à jour de Zoho Books – France

  Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre

• Is there any way to have Dataprep ingest RSS?

  As stated by the title. Does the Zoho environment offer tools that I can use to, directly or using workarounds, have Dataprep ingest an RSS feed? Thanks

• Connect ZOHO social with Google Data Studio and download data from ZOHO social

  Dear ZOHO team, I am writing this message to enquire about how to connect ZOHO social with Google data studio since our company would like to use Google data studio to generate reports. Is it a way to download data from ZOHO social? Best regards, Chris

• Zoho People Whats New - Q2 2026

  Hello Users! We're excited to share the latest updates introduced in Zoho People during Q2 2026. This release brings a range of new features and enhancements designed to simplify HR operations, automate routine processes, and deliver a smarter, more connected

• Manage booking pages from your Android phone

  Hello everyone! We are happy to announce that users can now add and manage booking pages from their Bigin Android app. It is a multi-step form that users can create for purposes like booking appointments, scheduling calls or meetings, conducting webinars,

• Zoho Team Inbox - roadmap

  Hi, would be good to understand the Teaminbox roadmap, in particular: 1. API / Zoho Deluge connections. We have a process where the each email needs to be either tagged or assigned daily. It would be great if we could automate a 5pm alert for any exemptions

• Zoho CRM Community Digest - July 2026 | Part 1

  Hello everyone, July is here! The first two weeks brought six CRM updates ranging from privacy-ready webforms to a significantly more powerful Layout Rules engine, two community wins worth a look (a dashboard workaround for spotting leads with no activities,

• How do I migrate from Office 365 to Zoho Mail?

  Check out Advik Email Migration Wizard, this software is specially developed to move mailboxes from Office 365 to Zoho Webmail. In addition you can migrate from Gmail, Yahoo, Rediffmail and 80+ webmail servers to ZOHO MAIL. Isn't it amazing? This is an all in one email migration solution. Steps to export emails from Office 365 to Zoho Webmail are as follows; Run Advik Email Migration Tool in your system. Select Office 365 as source and enter its login credentials. Select mailbox folders and choose

• Topics not loading in individual contact records in Zoho Marketing Automation

  When working correctly, an individual contact record in ZMA shows a "Topics" section in the "Subscription" tab of the individual record. However, in 2+ different Zoho accounts and different browsers, the "Topics" section doesn't load and instead it spins

• Help: Capture full page URL in hidden field when same Zoho Form is embedded on multiple pages (iframe)

  Hi all, Goal Use one Zoho Form across multiple pages and record the exact page URL (incl. subdomain + path + hash) where the user submitted it. Example pages: https://www.example.com/cargo/ https://www.example.com/cargo/containers/#contact https://cargo.example.com/auto/

• how to get transcripts with speaker and time marks?

  Hello, I downloaded the transcript of a recent meeting and noticed that the TXT file does not bring the speaker name and the time mark. Is there any way to make it happen using ootb resources from Zoho Meeting? best

• SalesIQ's Summer '26 Release: For The Moments That Matter

  Every customer journey is made up of moments. The moment someone discovers your business. The moment they need help. The moment you decide to reach out. The moment a simple chat turns into something more. And the moments that continue long after the conversation

• Cannot deploy digital employee-

  I followed the guide here https://help.zoho.com/portal/en/kb/salesiq-2-0/for-administrators/operators/articles/zia-agents-in-zoho-salesiq#Supported_SalesIQ_Tools but no matter how many times I try I cannot for the love of god make it work I get this error

• Displaying only unread tickets in ticket view

  Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that

• 【受付開始】Zoholics Japan 2026 開催のご案内

  Zoho が年に一度開催するユーザー向けイベント「Zoholics」。 今年は 「AI-Powered DX with Zoho」 をテーマに、2026年9月25日（金）に 東京駅直結の会場とオンラインのハイブリッド形式で開催します。 今すぐ申し込む AIの活用が加速する今、業務効率化やDX推進に取り組む企業にとって、 「どのようにAIを業務へ取り入れ、成果につなげるか」が重要なテーマとなっています。 Zoholicsでは、Zohoの最新AI機能や製品アップデートに加え、実際の活用事例や業務改善のヒントをご紹介します。

• Print checks for owner's draw

  Hi.  Can I use Zoho check printing for draws to Owner's Equity?  This may be a specific case of the missing Pay expenses via Check feature.  If it's not available, are there plans to add this feature?

• Reconciliation: don't auto-select transactions outside the entered Period

  When initiating a reconciliation for a defined Period (say April 1 to April 30), Zoho Books auto-checks transactions whose Statement Detail dates fall after the period end date. With "Show based on grouped bank statements" enabled (the default), the screen

• How can be requests for new job managed in Zoho recruit?

  If we use both Zoho people and recruit, can our managers (heads of department) use Zoho products to create requests for new job to HR department? The current workflow is following: a head of department needs some extra HR, he creates a request describing the job and send it to HR director, HR director approves a request and forward to a HR manager. I see only one way to partly solve the problem - grant the heads of departments recruit administrator permissions, so they could create new jobs. It is

• Can't view nor download attachments

  Me and a number of people I know suddenly stopped being able to either view nor download attachments that arrive in new emails we receive since this morning. Older emails work just fine and we can download/view them. Zoho Mail states the it wasn't able

• Linking the Overview window between reports on a dashboard

  Is there a way to link the Overview window for two or more charts on a dashboard? We have several dashboards where users often want to set the window for 3 or 4 reports to the same time period. Doing it manually is time-consuming and cumbersome, but I

• How to embed event list page from Backstage onto my site

  I'd like to embed the events list page from Zoho Backstage ( https://biz2bizlinksevents.zohobackstage.com/events) into my site, but when I use an iframe it says the page refused to connect. My other iframes with microsites from Zoho recruit and forms

• Subforms and automation

  If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

• "code":3001 ["Failed to update data."]

  I would like to seek your expertise - I might be wrong on my approach also.. I highly appreciate your advice. 1 problem remains is when a new row was added on the existing one [from another form that trigger upon Successful form submission ], it gets

• BUG: If you put "Blueprint" at the top of Workqueue, tab switching leads to long loading and no display

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