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• Issues with Zoho Insights and email template web links

  Is anyone else out there having the same issue we're experiencing? When we send out an email template, Zoho insights is converting the URLs from the URL we insert in to the template in to one of the form https://mailer1.zohoinsights.com/ocgeturl/2d6f.327230a?l=0ed7f050-5b31-11eb-a1a...

• Let's Talk Recruit: Exploring AI in the Zoho Recruit mobile app

  Welcome back to Let's Talk Recruit! Ever had to look up a candidate's details right before a meeting? Or wanted to check your hiring pipeline while you're away from your desk? Recruiters are constantly on the move, and keeping up with everything can be

• 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,

• Can I add a description field from my form to my document in Writer?

  I have a form which has lots of text in a "description" field. Can I pull these into my document in Zoho Writer? I know I can write these directly onto my document but if I change the wording in the "description" field on the form, I don't want to have

• Bulk deleting Zoho CRM records using Deluge, COQL and CRM API

  Hello everyone, During CRM implementations, data cleanup is a common task, especially after testing, migrations, imports, or integration development. I created a reusable Deluge function that performs bulk deletion using the Zoho CRM API. The approach:

• Images Not showing in some emails

  Why do some emails I receive in Zoho not show graphics, while others do? I use Firefox for all my browsing, both on a Windows desktop and an Iphone, and this has been happening for a long time for certain senders, buit not others.

• Suggestions for Improving the Deluge Development Experience

  Hello, I would like to share some ideas that could significantly improve the Deluge development experience, especially for partners and developers building larger solutions across the Zoho ecosystem. Some key areas that would add a lot of value: Deluge

• Zoho Forms API

  Is there any way to get all form entry list using API? Looking forward to hear from you

• Zoho Projects - Mobile App - Creating Related Issue On Task View

  Hi Projects Team, I'm working with a client who wants to use Zoho Projects for their field service work. So far it is working find (and I am aware of FSM, but the client is happy with Projects). One thing they have raise with me as a frustration is that

• not able to convert pdf to jpg and other forms and vice versa.

  i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.

• How To Implement an Auto-Check-out Feature for Attendance?

  If an employee forgets to check out, the system should automatically check out the employee at 6:30 PM

• Orchestrating project workflow with e-signatures

  Dear users, Your business can have robust task, issue, and resource management systems but it still silently bleeds time and money as documents stay stuck at stakeholder approval. Document signatures introduce indefinite wait times, and nobody inside

• Link to download Zoho people apk file for android:

  Hi all, Could someone can help me as topic? Thanks a lot!

• Introducing Nursys for Zoho Recruit [BETA]

  Healthcare recruitment goes beyond finding the right nurse. Recruiters must also verify that a nurse's professional licenses are valid and in good standing before they can begin work. This process is often manual, requiring recruiters to switch between

• Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified

  I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that

• An important update for Zoho Cliq desktop users

  The latest version of the Zoho Cliq desktop app (v1.8.0) will no longer be supported on macOS 10.15 Catalina and earlier versions. This is because the framework we use (Electron) no longer supports some older macOS versions. If you’re using macOS 10.15

• integrating Zoho CRM vendors with Zoho projects

  In most of our projects we collaborate with our Vendors. Being able to integrate only Accounts and not Vendors from CRM, is a huge limitation for our perspective and needs. We would really love to see this feature in the CRM-Projects integration.

• The Social Playbook September edition: Turn one idea into multiple social media posts

  Coming up with one great social media idea is hard enough. Turning that idea into content for every social network can feel like starting all over again. But what if you didn't have to? A single idea can become multiple posts when you adapt it to the

• Automation#23: Automate Guided Conversations in Zoho Desk with Business Hours

  Hello Everyone, This week's edition introduces a custom function designed to automate Guided Conversations in Zoho Desk, based on your business hours. With this feature, you can align the bot's behavior with your business schedule, ensuring a smooth and

• Moving old emails from Zimbra to Zoho Business

  Is this possible. Moving from Zimbra to Zoho and keep all of my old email.

• New UX Improvements in the Zoho Expense Android App

  We've rolled out several updates and enhancements to the Trips and Advances modules in the Zoho Expense Android app, making it easier to view, manage, and act on your trips and advances. Here's what's new: Unified Module List Pages We've unified the design

• WhatsApp Service Messages: Pricing Update

  Hello everyone, Meta has announced changes to the pricing of WhatsApp service messages (non-template messages) sent through the WhatsApp Business Platform. Starting October 1, 2026, service messages will become chargeable. This change applies to service

• This forum appears to have been hijacked by "Saurabh Singh" and their new-found automated AI answering bot...

  Is there really a need to add comment to every single forum post - regardless of previous outcome, status or age - with the same tiresome "3 or 4 point suggestion + summary" structure, that in most cases simply repeats what was already determined?

• Zoho Book’s native record page is now rendered in CRM keeping approval process, retainer invoice, & more at reach

  Refashioned Zoho Books integration with Zoho CRM Dear Customers, We're pleased to announce a significant upgrade to the Zoho Books integration in Zoho CRM, offering greater convenience. TL;DR: Zoho Books record's information is now accessible directly

• Is it possible to convert regular pick-list to multi-select pick list?

  I have a regular drop-down pick-list and we realized that we need this info as a multi-select pick-list.  I don't think there is a way to convert from one type to the other, but what is the simplest way of moving the data over?  Meaning, whatever value

• System-wide keyboard navigation problem with searchable dropdown fields

  System-wide keyboard navigation problem with searchable dropdown fields Zoho Books needs better keyboard support when completing forms. This is not limited to one screen or one specific workflow; it appears to be consistent behavior throughout the application.

• Data from related modules in the criteria builder

  CRM workflow conditions work great in majority cases, e. g. I want to send an email upon a particular data event. Now, there are cases where I want the workflow, email, email template to sit on a module A (let's say Companies) but the condition depends

• Revenue Management: #3 Revenue Recognition Simplified

  In continuation of the previous post on how to compute revenue recognition, let's explore a solution that helps businesses handle real-world complexities. While the Accounting Standards provide a clear framework for recognizing revenue, the real challenge

• Add a proper “Split Sales Order” function

  Currently the only workaround is to clone an order and manually delete items from each order. A simple split function would allow users to choose lines or quantities and move them into a new sales order. Examples: Customer wants available stock shipped

• Customers would like to add tips when paying in Client Portal

  I am happy with the clean interface of the Client Portal. However, I am running into a challenge: my customers would like to be able to add tips/gratuities when making payments. Currently, this is very clunky because they have to 1) manually over-pay,

• Updating Unit Code for New Item Creation, Quote and Invoicing is so inconvenient

  The Zoho Team has implemented many updates, but these updates should be optional. Before rolling out any new feature, they should already have a solution in place that allows users to remove or disable it if they choose not to use it. Just yesterday,

• Restrict Ticket Movement to Specific Departments in Zoho Desk

  Hello Zoho Desk Team, Greetings, and hope you are doing well. We would like to submit a feature request regarding the ability to control ticket movement between departments in Zoho Desk. Current Limitation: At present, Zoho Desk allows agents to move

• Zoho books and venmo

  Hi, Is there a way to hook Venmo into zoho books? I have a Venmo business account and want to be able to sync that. I know you can do it with the paypal integration but I dont want to use paypal for the fees and that doesnt allow me use/integrate my current

• Cannot login to Zoho Mail on Mobile App

  Hi, I am the super administrator for our company's email account. I just created 4 new email accounts, and my users have downloaded the zoho mail app. However they are unable to login to their email on the app. It kept saying "User does not exist". Please help! Thank you.

• #9 When You're Not Registered for Tax

  Not everyone using Zoho Invoice is registered for tax. Maybe you have just started your business. Maybe you are still below the registration threshold. Or tax registration simply does not apply to your current setup. In that case, an invoice that says

• How does Zoho handle the daylight savings time change in Alberta?

  Alberta has just made the decision to get rid of daylight savings. This means that as of November 1, 2026 we remain on UTC-6 year-round. We have timing errors in meetings scheduled after that For example, we scheduled meetings in late November at 9:00

• Zoho CRM variables create risks

  1/ The fact that CRM variables are deployable from sandbox to production goes against the principle of environment separation. We are at risk of overwriting production with sandbox values; or vice versa when rebuilding the sandbox as production vars will

• Zoho Campaigns 3.0 - Make Social Icons PNG With Transparent Background

  Hi Campaigns Team, I have noticed that the social icons you provide to users do not have transparent backgrounds. When a dark background is used in the footer, with the exception of X they all have white corners even though they are circular icons.

• Record Detail - Canvas View - Grouped Mirror Fields Don't Populate

  Hello, I could have sworn this used to work, so I'm not sure when it stopped, but I have a canvas view on my Account record detail page and I have a lookup field with its 3 mirror fields on said page. If I just put the fields separately, they render fine.

• Enhanced Zoho CRM and Office 365 calendar synchronization features!

  Dear customers, We're excited to share some significant improvements to our Office 365 calendar synchronization features, aimed at providing you with more control and a more personalized experience. What’s new Choose your Office 365 calendar: During the

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