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• Why don't Zia agents support file uploads?

  I am trying to build a Zia Agent that allows uploading of a PDF file and uses the GLM5 model to process it and extract information. But agents.zoho.com has no way to enable file uploads on the agent. Additionally, GLM5 based agents keep outputting their

• Pasting Images in Zoho Desk ignores cursor location

  My team has reported an issue which started recently where when we paste an image into a new or existing reply or comment, the pasted image seems to ignore the current cursor location instead paste itself at the last character present in the reply/comment,

• 'Pinned' notes feature of a pipeline record

  Hi team, Could you please implement a feature which will allow users to pin different notes so that they will appear at the very top of the notes tab in a pipeline record. Sometimes we have a wide range of notes on a record which means more important

• Announcing new features in Trident for Mac (1.37.0)

  Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to take workplace communication to the next level. Let’s dive into the details. Import EML archives directly into Trident. You can now import EML archives into

• #10 Bill While You Sleep

  A consultant is reviewing last month's work. Client meetings? Done. Deliverables? Sent. Support requests? Resolved. Then they realize something. "I have completed the work... but I haven't billed the client yet." The work was completed. The client was

• Access images from form submission in power automate

  Images from form submission show up as links in power automate. How do I access the image data?

• Kaizen #245 - Real Time Signal Alerts for High-Value Abandoned Checkouts

  Howdy, Tech Wizards! Welcome back to another week of Kaizen. In this post, we will build a real-time abandoned checkout notification system using Stripe, Zoho CRM Functions, Sales Signals, and Widgets. When a customer abandons a high-value purchase, Zoho

• Unable to attach Fillable File Upload field to Merge Template ever since UI update

  Ever since the new UI update, the field for Attachments for sending document for Signing in Writer has had an issue where trying to add a Fillable item in the Attachment field ends up always becoming a "Choose a File From Drive" option instead. No matter

• Latest updates in Zoho Meeting | An improved Analytics tab and user interface, an invite pop-up revamp, an enhanced Zoho Meeting iOS app, a recording feature in the Android app, and more

  Hello everyone, We’re excited to share a few updates and enhancements in Zoho Meeting. Here's what we've been working on lately: Improved analytics for meetings, an invite pop-up revamp, a multi-video feed interface in the iOS app, a recording feature

• Inquiry Regarding Automated Assignment of Zoho TeamInbox Messages using Zoho Flow and Deluge

  Hello, Our company is currently using Zoho TeamInbox, and we are interested in automating the assignment of responsible parties using tools such as ZOHO Flow and Deluge. Is it possible to achieve this? Allow me to provide more details. Currently, when

• [Bug] WebAuthn passkey registration blocked on rpIds with TLDs longer than 6 characters (.accountant, .technology, etc.) — isValidDomain regex too strict

  Hi, Filing on behalf of an enterprise customer where Zoho Vault is deployed across the company. The Chrome extension blocks WebAuthn passkey registration on legitimate sites whose Relying Party ID (rpId) has a TLD longer than 6 letters. This affects every

• Celebrating the businesses behind Bigin: Customer Awards 2026

  Hello Biginners, We're excited to announce the very first Bigin Customer Awards! If Bigin has played a role in your organization's journey, we'd love to hear about it. Share your story for a chance to be recognized among the best Bigin users across industries.

• Zoho Desk: Auto-resizing of the "Description" textarea when creating a ticket.

  I would like to suggest an improvement for Zoho Desk regarding the Auto-Height-Resizing for Description field on the “Create a Ticket” page. It would be highly beneficial if the editor supported auto-resize functionality, allowing it to adjust dynamically

• Is there an API endpoint to retrieve the remaining email credit balance?

  Hi everyone, Is there any way to retrieve the remaining email credit balance programmatically through the API? I've gone through the full API documentation and it seems like there's no endpoint for this — everything related to credits is only visible

• Switch between multiple LLMs instantly for tailored Zia experiences

  Availability Editions: Professional , Enterprise, Ultimate , CRMPlus , ZohoOne Release Plan: Available for all DCs Hello everyone, Previously, the multi-LLM feature supported only one LLM at a time for Zia Record Assistant, which restricted users' flexibility

• Zoho CRM Community Digest - April 2026 | Part 2

  Hello Everyone! We're back with Part 2 of the April Zoho CRM Community Digest to wrap up our monthly roundup. This week, the spotlight is on smart database connections, proactive error tracking, and optimizing subform line items without breaking your

• 【西日本初開催】「AI and DX Summit 2026」のご案内

  ユーザーの皆さま、こんにちは！ 西日本初開催となるZoho ユーザー / 検討中の方々向けイベントのご紹介です。 AI・DX大型カンファレンス「AI and DX Summit 2026」を、2026年7月16日（木）に開催します。 会場は、ウォルドーフ・アストリア大阪。 グラングリーン大阪直結のラグジュアリーな空間で、AIとDXの最新トレンド、実践事例、 展示、ネットワーキングが集結する、特別な1日をお届けします。 👉イベントページを見る ━━━━━━━━━━━━━━━ AIとDXの“今”を、体感。

• Stop by and explore our six updates in ABM for Zoho CRM

  Dear Customers, We hope you're well! ABM for Zoho CRM is built to sharpen your database so that you engage with the right set of customer accounts. To fine-tune it further, we have six new updates: New access location for ABM Refined account entry criteria

• 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

• Enhancement in Zoho CRM: Introducing New Return Types for String Fields Based on Character Length

  Dear Customers, We hope you’re well! In Zoho CRM, formula field with string return type is used in various scenarios where text is involved like concatenating customers’ first and last names, trimming characters from texts, performing find and replace

• Incoming Rules: Define how incoming emails are evaluated and handled

  As organizations grow, managing incoming emails manually becomes increasingly difficult. Administrators often need more control than what a standard spam filtering can provide. Whether that's enforcing company-wide email policies, handling messages from

• Zia Emails Summary: Instant context from past emails

  Hello all, Reading all of the past emails associated with a specific record can be tedious, which in turn makes it difficult to understand the context quickly, as these messages often include irrelevant details that waste time. This is true for everyone

• Boost your CRM communication with new font types, sizes, and default reply-to options while composing emails

  Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add custom

• Bing ads integration and tracking

  Hi, Is there any way to track Bing ads in the same way that we are able to track google adwords?  It is important for us to be able to determine the conversion rate of our Bing ads.  If this is not possible now, will this feature be added in the future?

• Zoho Creator Calendar - Sorting Events

  Hi, I have a calendar view to hold the schedule for a group of engineers. I have created a formula field to show the combination of fields I want visible as the title of the event, but I need to be able to sort the list by something other than the event

• Upcoming Update: Disposition Sync for Indeed

  We’re updating our Indeed integration to support Disposition Sync, improving how candidate application statuses are communicated. This change is scheduled to go live on 15 June, 2026. What’s changing? Once enabled, this allows candidate application statuses

• Joining Two Tables on Multiple Ids

  Hello all, I'm guessing there is an obvious solution for this, but definitely not an expert in sql. On our Deals module, we have two user lookup fields. In Analytics, those fields have the user's ids in those table rows, and I'm trying to create a query

• auto update of item purchase cost

  Would be nice if, when entering bills, the price of the item varied from the stored item price, we could have a user dialogue "Update item price" | "yes / no". Simple, but saves a lot of additional work !

• Journeys - How to set up a webhook that triggers when a contact meets the goal criteria?

  Hi there, I'm setting up a journey on Marketing Automation. The main goal of the journey is to get the leads to reply our emails. Is there a way to trigger a webhook when that goal is met? The webhook would then trigger a notification. Is that possible?

• Latest updates in Zoho Meeting | Personal Meeting Rooms and Zoho Meeting Annotator

  Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Personal Meeting Rooms - Tailored for private discussions, this secure meeting space is yours alone, accessible via a unique link.

• 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

• Emoji support in workdrive

  Hello, We are using emojis in our filenames and folder to help visually find relevant data. Currently Workdrive is stripping out emojis and the rest of the filename (along with the suffix), making the file unreadable when they are synchronized with desktop.

• 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

• Introducing the enhanced Zoho People integration

  We're excited to announce an enhancement to the integration between Zoho Recruit and Zoho People, designed to streamline your data management processes and boost efficiency across your recruitment and HR workflows. With this latest update, you can now

• Zia should track how customer relationships evolve over time

  Here's a feature idea that I've been thinking about The Problem Zia is great at analyzing individual interactions email sentiment, call transcription, best time to contact. But here's what it can't do: tell you how a relationship has evolved over time.

• Add an option to disable ZIA suggestions

  Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow

• Filter our rejected quote items from the inventory quote template

  Hello, I am trying to have rejections at the line level on my quotes so I can track what items are often removed, I do not want to claim the whole quote as lost just the individual items for better data tracking. However I cannot figure out how to filter

• Error AS101 when adding new email alias

  Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

• Gamescope is leveling upto Motivator for Zoho CRM

  Hello,   As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th

• Print JV of an Expenses in ZohoBooks

  When an expense is created in Zoho Books, the related journal entry can be viewed at the bottom of the expense record. However, when printing the expense, the journal entry is not included in the printed document, and there does not appear to be an option

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