ご検討中の方

• Recent Topics

• Email Forwarding to Zoho Desk Failing After Migration from Gmail to Outlook (Microsoft)

  We recently migrated from Gmail to Microsoft Outlook. Since the migration date, emails sent by our customers are no longer being received by Zoho Desk. I tried setting up the email forwarding rules in Outlook similar to what we had in Gmail, but it still

• Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team

  Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,

• How to Fix an Outlook OST File That Cannot Be Opened

  Have you at any time attempted to open Outlook only to find that your OST file cannot be accessed? It can be very annoying, particularly since the file holds important emails, attachments, and other mailbox data. This problem might arise due to file corruption,

• Record positive and negative bank transactions in the same expense account

  Hello, I hosted a promotional event and paid a vendor $600 for food catering (bento boxes). Twenty people attended the event, and each person paid $30 for a bento box, resulting in 20 separate $30 transactions deposited into the bank. I coded the $600

• Is it possible to log text messages from iphone into Zoho CRM

  My team is more and more utilizing text messaging to communicate with clients. Does Zoho have a solution for logging these text messages when clicking "Send Text Message" from the Zoho app. Much like when you call, you get prompted to log a call, can

• CRM Address Field - States with Countries in brackets

  Hi, Could you please remove the country in brackets from the Global State List, or at least allow us to edit these entries? It looks like the brackets were added during the initial data population, perhaps by someone building the list in a spreadsheet

• 👍 Zoho CRM's Notes now gets Reactions and a new look

  Available in SA and JP DCs. Rolling out to other DCs in phases. Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records. Now with Note Reactions, users can quickly acknowledge updates, express

• How to mass find and delete duplicate files from OneDrive

  It is easy to save documents, photos, videos, and all other types of files using Onedrive, but if you upload the same files more than once then your OneDrive storage can end up being filled with a large number of duplicate files. Manually searching out

• Different Report sharing filters within same Dashboard

  I have a question about sharing filters for a dashboard which contains separate reports built from the same query. Below are the pieces of the puzzle: - “Sales Query”: line-level query containing sales for a team of 5 sales reps; there’s no need for the

• Specifying time increments on a Date/Time field

  Hi all, Im using a Date/Time field in my CRM module. At the moment the increments are 30 minutes. How can I change these to be 15 minutes? Thanks

• 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.

• Make Your Workflows Smarter with Zia Agents

  Hello, Enterprise Support Community, Workflow rules can now go beyond predefined actions. Zia Agents can now be invoked directly from workflow rules in Zoho CRM, allowing you to bring contextual, AI powered actions into your automated processes. Choose

• How can I add a Custom Field (or Customer_name) to a picklist?

  Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.

• DYK 14: Create Tasks with AI

  Did you know AI can suggest tasks within your Zoho Projects portal? Breaking a project into clear, actionable work items takes time and manual effort. Especially when the same team handles both planning and execution. AI task suggestions in Zoho Projects

• #11 Nithya's First Overseas Client

  Nithya designs for clients in three countries and has never met any of them. Her first overseas invoice took a full evening. The second took four minutes. The difference was not a clever tax trick. She stopped treating every international customer as

• Other languages in Schedulers (Zoho Books)

  Hello everyone, currently we have create functions in other languages, like nodejs etc but on schedulers we can use only deluge.. Are other languages on schedulers roll out? Kind regards, Sakis Oikonomou

• New in Office Integrator: Extract data from images into your spreadsheet

  Hi users, We are pleased to introduce the Data from Picture feature in Zoho Office Integrator's spreadsheet editor. It intelligently detects and organizes text and numbers from any image into structured cells using OCR. With this feature, users can turn

• Edit PDFs using Zoho PDF Editor

  Hello users, In a previous article, we covered the organizing capabilities of Zoho PDF Editor. Here, we'll provide a quick recap of its editing features, including a few new additions. A few highlights of Zoho PDF Editor's editing capabilities: Add and

• Partner with HDFC And Sbi Bank.

  Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

• Multiple subscription plan line items in Zoho Billing quotes

  I run an IT company and sell a lot of licences. A client might have multiple subscription plans including software licences in different categories. A client might have Microsoft licences, antivirus licences, web hosting and maintenance package services.

• Mail Merge templates in Sandbox

  Rolled out for all DCs Hello everyone, You can now create and test Mail Merge templates directly in Sandbox, making it easier to validate document generation without affecting your live organization. Why this matters Mail Merge templates are often used

• Dashboard Table of “My New Work Orders” Changes View

  Hi FSM Team, We noticed an inconsistency with the Dashboard Table of “My New Work Orders.” Initially, the table is configured to use the “My New Work Orders” view. When we go to the Home page, the table displays a different set of records. When we return

• Tips & Tricks #6 | Zoho Vault: Audita actividad, Gestiona accesos, Comparte credenciales & mucho más.

  ¿Sabías que Zoho Vault puede hacer mucho más por la seguridad de tu equipo? Las contraseñas forman parte del día a día de cualquier persona y organización. Aplicaciones, herramientas internas, cuentas de clientes, servicios externos, plataformas de marketing,

• Inquiry Regarding Customer Hierarchy & Sub-Customer Creation via Zoho API

  Dear Zoho Support Team, Our mutual client has requested support for implementing the Customer Hierarchy (Parent/Sub-Customer structure) within our existing workflow. At the moment, all invoices are being created in Zoho under the main (parent) customer

• Which Zoho CRM tasks would you want an AI assistant to handle?

  I’ve started delegating my Zoho CRM work to AI – and many tasks now take me half the time. It has been so useful that we’re now working to make it available to everyone. Instead of clicking through records and tabs, I simply describe what needs to be

• Introducing MCP for Zoho CommunitySpaces

  Hello everyone, Your AI assistant can now share the community workload with you. Zoho CommunitySpaces supports MCP (Model Context Protocol), so you can link an AI assistant like Claude, ChatGPT, or Cursor to your community and run it through plain language

• CV-Library: The Newest Source Booster in Zoho Recruit!

  We’ve expanded your sourcing toolkit — CV-Library, one of the UK’s largest and most trusted online job boards, is now available as a Source Booster in Zoho Recruit. This gives recruiters instant access to millions of UK-based candidate profiles, all without

• Tip 52#: Ways to improve data flexibility using related list

  A related list offers an ideal solution to string related data across entities together. It enables you to pull records from any module or external source and float them as a tab within your project, sprint, epic, work item, or release detail view layout.

• Email Blast

  Hi, How do we send an email blast to thousands of customers? The email addresses are not yet saved in Zoho Desk.

• Zoho ERP | Product updates | September 2026

  Hello users, A new month, a fresh set of updates in Zoho ERP. This month brings Netting, enhancements across our verticals, and more updates to help streamline your everyday work. Explore this month’s updates and see what’s new. Introducing Netting If

• Introducing Zoho POS for Restaurants

  Hello Community, We’re thrilled to announce the launch of Zoho POS for Restaurants, unveiled at the 30th milestone edition of Zoholics India 2026. Running a restaurant involves multiple teams and workflows. A single table journey, from seating a guest

• WhatsApp Business Message Pricing Update: Effective October 1, 2026

  Hi everyone, Starting October 1, 2026, Meta is updating how WhatsApp Business messages are charged. This guide explains the new per-message pricing model, how message categories work, and what changes for service messages specifically. How Meta charges

• Zoho Calendar integration for Bigin

  Hello everyone, We're excited to introduce Zoho Calendar's integration in Bigin! For a while now, users have been able to sync events in Bigin with Google Calendar and Outlook Calendar - but with this new topping, it syncs with Zoho Calendar as well.

• Does Updating Employee Names and Profile Pictures in Zoho One Automatically Sync Across All Zoho Applications?

  Hi Zoho Team, We are currently using Zoho One in our organization and want to centrally manage employee profile information. As a Zoho One Super Admin, if I update the employee name and profile picture for all users from the Zoho One Admin Panel, will

• Enhanced shared mailboxes: Dedicated Sent folders, Run-through filters & fresh UI

  Hi everyone, Collaborative communication is the backbone of smooth operations; whether you are handling customer support queries, managing vendor requests, or tracking sales leads. Shared mailboxes in Zoho Mail ensure your team stays on the same page

• How to Manage Two GST Numbers / Two Companies in a Single Zoho Inventory Organization?

  Hi Team, We currently have two separate legal entities: A Proprietorship Firm with its own GSTIN A Private Limited Company with a different GSTIN However, operationally, both companies deal with the same products, and we would like to manage the physical

• 10/22 15時〜 オンラインもくもく会のお知らせ | Zoho ワークアウト

  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。 10月22日（木）開催の「Zoho ワークアウト」をご案内します。 Zoho ワークアウトは、参加者それぞれが取り組みたいテーマを持ち寄り、ユーザー同士で交流しながら、 設定・検証・運用改善を進めるオンラインの「もくもく会」です。 「試してみたい設定があるけれど、なかなか時間を取れない」 「一人で進めていると、途中で手が止まってしまう」 「他のユーザーの活用方法や工夫を聞いてみたい」 そんな方は、Zoho ワークアウトで一緒に取り組んでみませんか？

• Reporting tags associated to Project in Zoho books?

  Hi, I know you can add reporting tags to contact, articles and transactions. Is it possible to add reporting tags to Project. We Zoho reports I would be able to generate reports by tags. Sometimes tags for a contact is different for projects (ie Projects

• Reporting Tags in Profit and Loss Reports Analysis

  Hello Community and Zoho Books Product Team, I would like to highlight a limitation I encountered with Reporting Tags in Zoho Books. Reporting Tags Not Applying to Automated Inventory Journal Postings from Product Invoices. For inventory product invoices,

• Spam Quarantine: Manage suspicious emails in Zoho Mail

  When an email is quarantined by spam processing, it need not always be blocked right away. Some emails may be marked incorrectly, or may need to be reviewed before a final decision is made. The Spam Quarantine feature in the Zoho Mail Admin Console gives

• Next Page