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• Add Video link to interview record

  Hi Team, we are having team members consistently go to the interview record to find the link for their upcoming meeting and have been confused that they have not been able to find them. When the interview is created can you please upload the link to the

• Deleted User Emails

  I need to delete a user as I need to re-use their license, but I'd like to keep all their emails that are attached to various contacts in the CRM. Their emails are hosted externally on an M365 license. Anyone any idea how best to engineer this? TIA

• Zoho projects dependancies is a joke

  About to cancel our Zoho One subscription because Zoho Projects is a mess. Can't build a proper progream in it because the dependancies doesn't work properly. Can't believe this software is promoter as a project program when one can't even build a proper

• Building a Multi-Step Form Experience in Zoho Creator Using Standard Forms

  Zoho Creator does not currently provide native multi-step form functionality. For applications with a large number of fields, a common requirement is to split data collection into manageable sections while maintaining a single application record. In this

• Implementing Back Button Navigation in Zoho Creator

  Zoho Creator does not currently support a native Back button within forms, so implementing backward navigation requires a workaround. We recently implemented this in an application that was split into 9 modular forms. Since users needed to move between

• Vorrei disdire l'abbonamento

  Vorrei disdire l'abbonamento, ma non trovo il modo. Mi assistete?

• Wiki Add Attachment upload fails at about 15.3 MB

  I am seeing consistent "Error in uploading file" for files larger than about 15,430 kB. For 15,300 kB or smaller, no problem, but 15,430 kB or larger always fail. This is over numerous trials. My test files, to examine this problem, were generated by

• Stop Wasting Clicks: Let Us See All Notes in Quick View

  Hi Zoho Recruit team, I would like to suggest an improvement to the candidate/application experience in Zoho Recruit. Today, it is difficult to get a full picture of a candidate when working from the Quick View, since notes are split between: Notes related

• Zoho Books | Product updates | June 2026

  Hello users, Welcome to this month's roundup of what's new in Zoho Books! We have an exciting line-up this time. The highlight is the launch of the all-new France Edition with full ISCA compliance. We're also introducing features such as Layout Rules

• How To Invoice Immediately for Future Subscription

  Hi, When a new subscription is created that has a future start date, Zoho Subscriptions does not invoice the customer until the start date of the subscription. Is there a way to immediately invoice the customer as soon as the subscription is created,

• issue invoice for future subscription

  Hi, I selected the invoice at the date of subscription from the setting (since the alternative is to pre-set a date of a month) which is not my case. So, my question : Some times I need to create a subscription that will start at a future date but I need

• Associate emails from both primary and secondary contacts to deal

  We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks

• How to set default reply email address depending on receipt email address

  Hi, I have a number of different customer support email addresses (info@XYZ.com, retuns@XYZ.com etc.) and want to set Zoho Desk so that the email address from which an agent replies is automatically defaulted to a predetermined address depending to which

• What's New in Zoho Inventory | April & May 2026

  Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automated

• Writer is horrible

  Form filling is about unusable for complex forms! I am so tired of it.

• How to Migrate from MDaemon to Zoho Mail Account?

  Hi there, Zoho Mail is one of the most popular as well as leading competitor for several cloud email service providers. It is It provide cloud email service as well as desktop based email client. In recent years people are migrating from third party cloud servers to Zoho Mail. The reasons are plenty, i.e. the user interface, security, high performance and many countless amazing features. On the other hand MDaemon Mail (aka WorldClient) is also popular among cloud email servers. But there are some

• 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

• CRM Portal Lookup Linkage and Related Fields

  hi, if someone can give me the right path, would be greatly appreciated. we want to do a customer portal for our partners who we issue work orders for our customers, the linkage via lookup fields Partner -> Work Order -> Customer in our portal, the primary

• HOW TO: Searching a thread (email body/text) with a custom function, allowing filtering and specific actions

  We are still trialing out Zoho at this time, but have found a major expected feature to be missing - the ability to search within the text of an email for automation/workflows. NOTE: You need to create a connection for zohodesk under settings -> Developer

• Cold emails not allowed?

  I planned to use Zoho Mail to send businesses some cold emails to offer my freelance writing services, but I noticed that the anti-spam policy is very strict -- no commercial emails whatsoever without prior permission from the recipient? I would be very

• 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 Books - France

  L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

• Leave Time - Past Dates by Pay Period

  Under Settings | Leave Policy | [policy name] | Restrictions, one can set a number of days that an employee can go back to apply leave. This is very good and very needed. However, in most organizations, the real deadline isn't X number of days from the

• Link webform to a job opening

  I have a webfrm embeded on my website and everytime a candidates fill the form, their candidate status is to new. Is it possible that it links to a specific job opening instead of me having to assing it manually ? Thanks

• New in WorkDrive: Organize your storage using Data Templates

  Organizations generate huge volumes of data day in and out. From financial reports, client details, and resumes to promotional images, product videos, and more. The list is endless. When you have so much data to manage, you need to classify your documents and structure them in a way that makes them more accessible.  This is exactly what WorkDrive's Data Templates lets you do! You can create Data Templates, add meta data as custom fields, and associate those fields with files and folders based on

• Need Native Support for docx files in Zoho Writer

  Absolutely love Zoho Writer, but often need to share files by email with people who are in the Office ecosystem. Downloading a file as docx, then sending it by email, getting the comments back, converting it to Zoho format, editing it, then converting

• Mirror Component in Zoho CRM: Access real-time related data without leaving your record

  Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having

• Related list view for Assets

  We first set up all our parent assets in FSM and now we are adding child assets which are the parts for the parent assets. When under the customer related list, since it only displays 5 rows of data, I have to click through many assets to locate the parent

• Associate records via the Multi-select lookup RELATED LIST via API

  In the REST API, is there a way to associate records for a multi-select lookup related list other than via the linking module? There are two methods for the lookup: 1. via insert records API 2. via the linking module ...as described in https://help.zoho.com/portal/en/community/topic/kaizen-125-manipulating-multi-select-lookup-fields-mxn-using-zoho-crm-apis

• What's New - May 2026 | Zoho Backstage

  Another month, another round of improvements in Zoho Backstage. We’ve been busy refining existing experiences and introducing new capabilities to help you plan, manage, and deliver successful events with less effort. Here’s a quick look at everything

• Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

  We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

• Product sorting in Zoho Commerce - how can I influence standard behaviour?

  Hello Zoho, I want to sort my products by e.g. name, SKU (Ascending / Descending) or by another attribute. I could neither find any solution in the settings, nor an entry in this help. Can you advice how this would work? Seems the standard sorting is

• Dynamically prefill ticket fields

  Hello, I am using Zoho Desk to collect tickets of our clients about orders they placed on our website. I would like to be able to prefill two tickets fields dynamically, in this case a readonly field for the order id, and a hidden field for the seller

• Composite Services and Account Tracking

  I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

• Price Managment

  I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just

• Workflow Assistance in Zoho CRM

  Our client's sales team visits customers on-site and currently fills a physical paper form to capture customer details, and then separately re-enters the same data into Zoho CRM via the mobile app — resulting in double data entry. We want the salesperson

• Integration problem between zoho crm and zoho forms for an update in zcrm, with two mapped custom fields

  Hello everyone, I need to correct an existing integration between Zoho CRM and Zoho Forms: the use case is that a user needs to send an email to a contact, who will click on a button in this email, redirecting to a Zoho Forms. The contact can update or

• Not able to see appointements when the territory permission is activated

  Hello, I created different territories to separate the various departments within the company that will be working on different projects. The issue I am currently experiencing is that when I enable territory-based permissions, I can see the work order

• Delivery Note without services

  Hi all, It there a possibility to create a delivery note from an invoice without the listed services "idem type: service"? Thank you in advance, Michel

• 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

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