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• Create Custom Module Using AI in Zoho Projects

  Every team has its own way of managing work. While standard modules support common project management needs, many business processes require their own structure, fields, and terminology. With AI-powered Custom Modules in Zoho Projects, users can create

• Add a MATRIX field to the forms creation

  Same as Zoho forms, we need a Matrix field in Zoho Creator forms, is very usefull

• Cannot renew the Barclays feed connection

  I have the message that my connection with Token will expire in a few days, but I'm unable to renew the connection to my Barclays account. I go through the process of logging into the bank account via Token as normal, but the account selection flashes

• Zoho Books for Charities

  We are a UK charity using Zoho Books Standard. Each grant is recorded as a Sales Receipt and every related expense is tagged using a Reporting Tag. Is there a standard report that will show, for each Reporting Tag, the original grant income, all tagged

• Calendar Booking - Rescheduled and cancelled appointments not deleting in G Suite calendar

  We started using the built in calendar booking feature and are really liking it! However, we are having one issue.  If a client reschedules an appointment using the reschedule feature the original appointment doesn't get deleted out of our g suite calendar

• Marketing Tip #44: Save time on store admin with Zoho Commerce MCP

  The biggest challenge for most online store owners isn't knowing what to do, but finding the time to do it. Updating SEO descriptions across 50 products, creating a batch of coupons for an upcoming campaign, adjusting shipping rates for a new zone; these

• Unified customer portal login

  As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

• Notes of Tasks in Zoho CRM

  Hello, Is there a way to filter the Notes that appear on a Task to only show the notes related to that specific Task and not display all the Notes of the objects related to that Task (Accounts, Contacts, Deal, etc). In essence, our team struggles to understand

• Bypass Zoho Print Dialogue to use system dialogue

  Is there an option in Zoho Mail—or other Zoho products—to bypass Zoho’s built-in print dialog and use the local system print dialog instead? Zoho’s print dialog does not appear to retain previous settings. It often defaults to the “Save” option, does

• Zoho CRM Sandbox now supports integrations

  Hello everyone, We are now expanding Zoho CRM Sandbox to support integrations with other Zoho products. You can connect, configure, and validate the behavior of your integrated tools within a safe, isolated environment - testing end-to-end without touching

• Batch Emails in CRM Plus without using a template?

  Hi guys. Is it possible to send the same email to multiple people at the same time within CRM Plus without using an email template? At the moment we create a custom view in Contacts to display the people that we need. We then click the boxes on the left,

• 【無料／オンライン】8/20開催｜Zoho ワークアウト｜ユーザー同士で学び合うオンラインもくもく会

  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。 8月20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。 「作業を進めたいけれど、一人だと手が止まってしまう」 「他社がどのように活用しているのか知りたい」 「同じ課題を持つユーザーと情報交換したい」 そんな方は、ぜひお気軽にご参加ください。 ▶︎ 参加登録はこちら（無料）

• Introducing the Reviews sub-module in Zoho Recruit

  Across every recruitment process, candidates are assessed by multiple stakeholders—recruiters, interviewers, hiring managers, and clients. These evaluations influence hiring decisions, yet they often exist in silos across assessments, emails, or interview

• Bank Transaction Rules Link Under Each Bank Account

  Hello, can you'll move the "transaction rules" button or link back under each bank account? It is now on Bank Overview, if I am working on a specific bank account, I don't want to go out to overview to check the rules. That button displays rules for all

• How to add line breaks in formula with Concat?

  I am trying to combine different fields with a formula field, but want to add line breaks.  I.e. the current code looks like:  Concat(${Contacts.Company_Name}, ' ' ,${Contacts.First_Name}, ' ' ,${Contacts.Last_Name}) And the result should be:  John Doe

• Is there any way to keep a history of the email campaigns/autoresponders a subscriber has been a member of?

  Hello,  In MailChimp you had a historical view of what had been sent at the subscriber level. Is there any such feature in Zoho Campaigns? I had thought there would be a record but, once a person has been removed from the list, that info is deleted from Zoho CRM. I need to be able to see what people have been sent past the last 5 that I'm pushing back to Zoho CRM.  Current process is 2 master lists ( one for Leads and one for Contacts) and then people are added to lists based on workflow criteria.

• Option+C shortcut conflict

  In the latest Cliq release, you introduced `Option+C` shortcut to start a new audio call. In Polish, `option+C` is used for letter `ć`. I changed this button combo but `Option+C` is still being blocked and doesn't allow me to write letter `ć`.

• Upload own Background Image and set Camera to 16:9

  Hi, in all known online meeting tools, I can set up a background image reflecting our corporate design. This doesn't work in Cliq. Additionally, Cliq detects our cameras as 4:3, showing black bars on the right and left sides during the meeting. Where

• 20 years of Zoho Show: A journey we built together

  Twenty years ago, a student sat staring at a slide filled with chunky text boxes and oversized headings. The font felt familiar. Safe. Maybe a little overused, but reliable. The slide sat inside a squarer frame, a different shape from what we're used

• Reply all button and e-mails are not showing up in tickets. Only notes show as of now

  Reply all button and e-mails are not showing up in tickets. Only notes show as of now. I've tried restarting my laptop, closing out o the browser, logging out and back in. It isn't solving the issue. Please dvise. Thanks.

• No llega correo al crear usuario

  He creado el usuario Elian Andres Martes Africano pero no le llega el correo de invitación y probe con dirección de email y tampoco

• Custom Portal URL causing SAMEORIGIN error with embedded Page snippet

  In my app, I have a page that embeds another page. The URL that I have for the embedded page starts with https://creatorapp.zoho.com but the custom domain I have set up is https://kors.kerndell.com. Because the user logged into the app at https://kors.kerndell.com,

• How to delete or edit list of attributes and their options

  I've been testing different arrangements for my items, but I'm realizing that as I test out various attribute and options combinations, the list of options just keeps getting longer, sometimes with duplicate options. How can I edit the options connected

• Remove the mandatory Name Card buttons (or at least make them optional)

  Please remove the mandatory Name Card buttons (or at least make them optional) A recent change to the Name Card in Zoho SalesIQ (currently affecting WhatsApp) introduced mandatory buttons before a visitor can provide their name. I believe this change

• Introducing the Zoho Books/Invoice Integration

  Recruitment doesn’t end with a successful hire. That’s usually when billing begins, and for most teams, that still means switching systems, re-entering data, and manually aligning numbers. This disconnect between hiring and billing often leads to delays,

• Accessing GDPR Data Source metadata for workflows and Zoho Analytics

  Hi everyone, We have GDPR compliance enabled in Zoho CRM, which has added the Data Source section within the Data Privacy tab for Leads and Contacts. This section shows useful information such as: Original creation source, for example Zoho Forms Form

• Development to Stage

  Development-to-Stage publication attempts to delete the old internal function object empAuditLegacyClientConversion_v1, reporting that it is referenced by a Custom API. The current newly added Development function with the same name shows no references,

• 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

• Setting default From address when replying to request

  At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com. The first two are really internal address that should never be seen by the customer and

• Need Custom Charge Fields in Sales Order Subtotal Section for Export Business

  We are using Zoho Inventory extensively for export sales and international trade operations. Currently, in the Sales Order module subtotal section, only predefined fields such as Discount, Shipping Charges, TDS/TCS, and Adjustment are available. There

• Transfer inventory from case to individual units

  I am trying to solve for a relatively simple inventory practice but don't see an obvious solution in Zoho inventory. Hopefully I am missing something basic and there's a way to do this. I am trying to take cases of product and 'break' the case. I want

• Check out in Meetings

  Why there is no check out in Meetings of Zoho CRM, very difficult to track

• Spotlight #29: Design smoother presentations with Morph Transition

  "Wait... how did they do that?" That's the thought that crosses your mind when a presentation flows so smoothly that you barely notice the slides changing. It feels polished, intentional, and far more engaging than a series of static slides. The best

• Group Moderation Settings in Zoho Mail: Review and control emails before they reach your group

  Email groups in your organization often receive emails from various senders. Not all of these emails may be relevant or authorized for direct delivery to group members. Zoho Mail's Moderation Settings give group moderators the ability to review, approve,

• Password-Protected PDFs in Zoho Forms

  Hello form builders, PDFs generated from your form submissions travel through email, across devices, and between hands you didn't intend. For a restaurant's event inquiry, that's fine. But for a signed legal agreement, a loan application, or personal

• 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

• Package Delivery tracking

  Hi, I'm new to Zoho Creator. Does anyone do delivery tracking automation for purchases in Zoho Creator apps. I am trying to accomplish this using the invoke_url functions, but my problem is finding an appropriate API to call. All the Third party APIs

• I want to export items with pictures How to do it?

  I want to export items with pictures How to do it?

• Last Synchronisation done date time in Zoho analytics

  Hello Team, We are working on many great features, but I think we've overlooked a small feature that would provide significant value to users. Whenever data is synced from Zoho CRM, Forms, or any external source, users currently have no way of knowing

• The Social Playbook July edition: Storytelling in marketing

  Stories have been a part of our lives since we were kids. For many of us, our grandparents told us tales, and our parents used narratives to help us eat or sleep on time. Even before we realized it, we were naturally drawn to storytelling. Because anything

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