Recent Topics
How to migrate shared mailbox from O365
Hi, i am planning a migration from Microsoft Online. Unfortunately I did not find any options in the inbuild migration tool to have a shared mailbox as migration target. How can I migrate shared mailaboxes (including calendars) to Zoho Mail? regards
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,
Latest update in Zoho Webinar | On-demand webinars
Hello everyone,We’re excited to introduce our new on-demand webinar feature, you can now provide pre-recorded sessions that your audience can access immediately, no need to wait for scheduled sessions. Benefits of On-demand webinars : Scheduling flexibility
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
How to add paid webinars?
How to add paid webinars?
The reason I switched away from Zoho Notebook
My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital
LinkedIn RSC is now live in Zoho Recruit
LinkedIn Recruiter System Connect (RSC) is here. Your Zoho Recruit data (candidates, jobs, notes, stage updates, resume attachments, and more) now syncs with LinkedIn in real time. Note: LinkedIn RSC is included with your LinkedIn Recruiter Corporate
【2026年6~7月】Zoho CRM注目アップデートまとめ:関連リスト、インポート、レイアウトルールなど
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。 今回は、2026年6月から7月にかけてZoho CRM に追加された機能の中から、 日本国内のユーザーの皆さまに関連する主なアップデートをご紹介します。 <目次> 関連リストを大きな画面で確認・一括操作 インポート機能の改善 エクスポートファイルのセキュリティと利便性を向上 レイアウトルールに9つの処理を追加 ケイデンスのフォローアップ条件を強化 WebフォームにCookie同意管理を追加 1. 関連リストを大きな画面で確認・一括操作
Sigma function call hangs forever from Desk widget — app_install_id/encapiKey are null
Calling ZOHODESK.request() from the widget to invoke a Sigma DRE function URL hangs forever (never resolves, never rejects, no error) until client timeout. Tried with merge fields app_install_id={{sigmaInstallId}}/{{installationId}} and encapiKey={{enCapApiKey}}
Charge to add client users to a ZOHO Project?
Is there a charge to add client users to access a zoho project portal? An additional license charge or any other additional costs? Thank You
What is a realistic turnaround time for account review for ZeptoMail?
On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still
Develop Zoho Meeting as a Full Native Application (Not a Browser Wrapper)
Hello Zoho Meeting Team, Hope you are doing well. We would like to suggest an important improvement regarding the Zoho Meeting desktop application. At the moment, the Zoho Meeting app feels more like a mini browser window or an iframe that loads the web
Zoho Projects Coming to CRM Teamspaces
Availability: The US DC Standard Edition is now available. It will be rolled out to customer accounts in all DCs in phased manner. Hello all, You are probably already familiar with Teamspaces, the dedicated workspaces where teams organize the CRM modules
Zoho Projects - Add Event Change as Trigger
I am currently trying to create an automation in Zoho Flow that sends a notification when an Event is updated in Zoho Projects. At present, Zoho Projects only provides a trigger for Event creation. There is no trigger available when an existing Event
Action Required: New outgoing proxy IP addresses for EU data centers
To improve the reliability of external connections from Zoho DataPrep, we will be migrating to new dedicated outgoing proxy IP addresses for the Europe (EU) Data Center on August 8,2026. Previously, outgoing connections from Zoho DataPrep shared the same
Time Log Grid View: Refined for detailed time tracking
Tracking work hours across tasks, issues, and team members has always required jumping between views and piecing together context. The updated Time Log Grid View avoids that. It records your team's logged hours against tasks and issues in a unified, interactive
How to connect zoho bookings and Salesforce?
Hello! I just created my very first account on Zoho and started to play around with Zoho bookings. One thing I can't figure is how to integrate Salesforce with Zoho bookings. I don't see any "connection" button on my account. Does anyone know how to connect
Why I RAN From Salesforce
I still remember in 2003 when I logged into Salesforce for the first time. I was already an avid Sugar Fan Boy at the time but knew there was a shift about to occur as the Engineering demand of Sugar was too much for a normal business. Who would have known just how right I was? For the next 16 years I would walk almost 100 companies into launching or integrating with Salesforce in some way. I probably was one of their largest sales producers they still have no clue of. But just like in 2003 I am
Client Portal Not Accessible
I am new to Zoho Books and am just starting to experiment. I sent myself an invoice at a personal test email address, which I paid. When I go back to the email I received and click "View Invoice", I get taken to a zohosecurepay page which shows the paid
Filing GST 3B Through Zoho
I am unable to record/Mark as filed the GSTR-3B for January 2026 in Zoho Books. Although GSTR-3B has already been filed on the GST Portal filed through GST portal but need to mark as filed in Zoho Books so I will be allowed to filed the next returns,
Kiosk Webinar Series - Basics, What's New, and Agents in Kiosk!
Your multi-step processes usually involves actions your users perform, data they fill and access, and even actions that need to be automated. To perform those processes, users often have to switch between multiple tabs, search for information across fields,
Feature Request: ASOF JOIN support for time-series joins
Feature Request: ASOF JOIN support for time-series joins Hi all, I'd like to request native support for an ASOF JOIN (as-of join) in Zoho Analytics SQL query tables, similar to DuckDB's ASOF JOIN and pandas' merge_asof(). The problem When building a time-series
Workshops de Zoho España: Últimos días para conseguir tu entrada anticipada
Los Workshops de Zoho vuelven a España este noviembre ⏰ Este viernes 31 de julio a las 23:59 finaliza el descuento por compra anticipada para los Workshops de Zoho España. ¡Consigue la tuya en nuestra web! Si quieres sacar el máximo partido al ecosistema
Marketing Tip #43: Drive more interest with use-case-based mini campaigns
Sometimes customers do not shop for a product type. They shop for a need, occasion, or situation. That is why mini campaigns built around use-cases can be more effective than simply saying, "Buy this product." For example, instead of promoting a single
Divider Width Changes on Mobile in Zoho Campaigns
I am having trouble with the divider element in Zoho Campaigns. First, I do not understand what width I need to set it to so that it is exactly the same width as the text. I can only estimate it, and around 92% seems to look right. However, when I send
Updated ZOHO terms of service must be accepted or lose account
Received email today apparently from Zoho Team that I must log in somewhere and accept new terms of service or lose my free email account. Very suspicious. Please confirm if valid.
Tracking Emails sent through Outlook
All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But
Conditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help.
Define who can reach your groups by managing email and domain restrictions in Zoho Mail
Controlling who can send emails to your groups is an essential part of managing group communication in any organization. With Zoho Mail's Advanced Group Settings, administrators can regulate inbound emails at both the address and domain level using Email
Votre IA, votre choix : Intégrez le LLM de votre choix à votre chatbot SalesIQ
L'IA est désormais présente dans le service client, les ventes, le développement et les opérations internes. En parallèle, les entreprises standardisent leurs usages autour d'un ou plusieurs fournisseurs d'IA validés après des évaluations rigoureuses
Bulk-updating a File Upload field via API
I'm trying to use the Update Records API (v2) to attach the same PDF to around 200 records in one go, but the file upload field isn't accepting a value in the "data" payload the way other fields do. Is bulk-updating a File Upload field supported through
WebDAV support
I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?
Add Image Upload Field to Zoho Bookings Registration Form
Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but
Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
crm to books
We currently sync CRM Contacts to Zoho Books Customers using two-way sync. We now wish to change to "Accounts & their Contacts". What happens to existing Books customers? Will they be merged with CRM Accounts, duplicated, left unchanged, or recreated?
Zoho Desk Workflow Functions: Significant Gaps Around Ticket Comments and Authentication
Yes - I used AI to summarize my last two days of trying to make this work with Workflows/Custom functions and Zoho Flow before that. Zoho Desk Workflow Functions: Significant Gaps Around Ticket Comments and Authentication We've been building an AI-assisted
Zoho Mail Android App Update: Translate Email
Hello everyone! You can now translate the email content to your preferred language from the list of supported languages on the Zoho Mail Android app. To access this feature, please follow the below steps: 1. Open the respective email on the Zoho Mail
Custom script for improved Desk integration
Good afternoon, I ended up undertaking a development project to achieve the goal outlined below. I've summarised the project below and attached a PDF copy which covers each stage of the project from end-to-end, this may or may not be of interest to members
Edit a previous reconciliation
I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.
How Can I Import an Outlook PST Into Zoho Mail?
Please, Provide me with a step-by-step process Thanks and Regards Adam Watson
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