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• Product Updates in Zoho Workplace applications | February 2026

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of February. Zoho Mail Organize Personal Notes with Collections You can now create collections under My Personal

• Introducing note actions and dynamic visibility in Kiosk Studio

  Hello all, We are introducing enhancements to Kiosk Studio that will improve the product scope and meet your custom needs more precisely. What's new? Add notes as Actions: You can add notes to CRM records as kiosk Actions, as well as insert merge fields

• Please can the open tasks be shown in each customer account at the top.

  Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature

• Regarding the Recipient Email change

  I was not being able to change the Recipient email. Kindly resolve the problem

• Request to Customize Module Bar Placement in New Zoho CRM UI

  Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive

• kanban view for client portal

  Are kanban views an option for client portals? Access to Kanban views in the client portals would solve some mobile-compliant issues I have with the UI. Kanban functions very nicely on mobile and would be a super asset for my clients and vendors as they

• Introducing Color Coding of Picklist Values

  Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.

• 【Zoho CRM】サンドボックスのアップデート：メール送信トレイ機能の追加

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 CRMのサンドボックス（テスト環境）にメールの送信トレイ機能が追加されました。 本番環境でメール配信の前に、サンドボックスで送信される全てのメールを確認・検証できます。ワークフロー、承認プロセス、一括送信など、あらゆる送信パターンに対応しています。 「メールの送信トレイ」機能を使うと、顧客へ送信する前にメールの内容を事前確認できます。項目の欠落や書式の乱れなど、あらゆる問題をサンドボックス内でチェックできるため、本番環境でのトラブルを未然に防ぐことに役立ちます。

• Force mandatory entry on one of two fields on Contacts

  We are finding our users aren't always entering a phone number or email address of a contact. We would like to make these fields mandatory but realize they won't always have both pieces of information, but should at least have one. Is there a way to make

• How can I prevent having recepients from being added as contacts in Zoho Desk?

  How can I prevent having recepients from being automatically added as contacts in Zoho Desk? There's no option to disable this.

• Agent Concern

  would like to ask the difference between an agent and a light agent. can a light agent close a ticket. thank you.

• Train Zoho Answer Bot Based on Customer

  Hi all, Is it currently possible to mark Help Centre articles to a specific customer, and restrict the answer bot to only use relevant information if it is either marked as "General", or tagged for the specific customer in question? We currently have

• Candidate Assessments, no workflows.

  I have an issue where I would like to trigger a workflow based on a candidate assessment being completed. Sometimes a returning candidate will complete a second assessment, on completion the status of the candidate will be updated to "Unqualified" if

• Non-depreciating fixed asset

  Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land

• CRM Percent custom fields: When will it show the % symbol and behave like %?

  1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the data

• Will Zoho Search work with Zoho Learn

  Currently, Zoho Search only works with Zoho Wiki which will be phased out.  Moving forward, will Zoho Search be enabled for Zoho Learn? Thanks.

• How to use filters on all products page? Or even a category page?

  Hello, I am trying to create some filters so users can use filters to find products they are looking for. So what i am trying is to create a filter according to price lets say. So if i define it this way i am expecting to see this filter option on category

• audio and video comments in tasks in zoho projects

  Hi, is it planned to have the ability to post audio and video comments? the whatsapp wechat format of communicating is a reality... tools like zoho project would facilitate a lot teamwork by facilitating the way in which we can give feedback in audio and video rather than only text. thx!

• Zoho Projects app update: Voice notes for Tasks and Bugs module

  Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attaching

• Boas práticas de desenvolvimento em Deluge

  O Deluge (Data Enriched Language for the Universal Grid Environment) é a linguagem de script utilizada em diversas aplicações do ecossistema Zoho, como Zoho Creator, Zoho CRM, Zoho Books e Zoho Flow. Ela foi projetada para permitir automações rápidas

• Zoho Books | Product updates | February 2026

  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting

• Seeking a WhatsApp Business App (not API) Zoho CRM integration

  We have a business need to integrated WhatsApp Business App (not API) into Zoho CRM to centrally manage communications between our Sales team and Leads & Contact. Is there a reputable integration available for this scenario of ours? Core features we would

• Zoho Sign 2025–2026: What's new and what's next

  Hello! Every year at Zoho Sign, we work hard to make document signing and agreement execution easy for all users. This year we sat down with our head of product, Mr. Subramanian Thayumanasamy, to discuss what we delivered in 2025 and our goals for 2026.

• Creditos API

  Queria saber se alguém poderia me ajudar a resolver um problema na compra e utilização de créditos de mensagens API do WhatsApp. ja tentei todos o tutoriais porem não consegui realizar a compre, pois ao clicar no botão de comprar créditos aparece a mensagem

• 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.

• Intergrating multi location Square account with Zoho Books

  Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.

• Is there a way to configure dark mode for Campaigns emails that go out to customers?

  I've found a lot of information on how to configure dark mode for my (The user) personal Zoho workspace and email, but is there any way to edit dark mode settings on emails that we send out to customers via campaigns?  We sent out a test email the other

• Can I hide empty Contact fields from view?

  Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be

• CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

  Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

• Auto-publish job openings on my Zoho Recruit Careers Website

  I have developed a script using the Zoho Recruit API that successfully inserts new jobOpening records to my Zoho Recruit website, but my goal is to auto-publish to the Careers Website. The jobOpening field data shows two possible candidates to make this

• Zoho Recruit - Email Relay

  Good day, Has anyone succeeded in setting up an email relay for Office 365? If I add the details from https://support.microsoft.com/en-us/office/pop-imap-and-smtp-settings-8361e398-8af4-4e97-b147-6c6c4ac95353, I get the connection error. Regards, Eka

• Credit Card Terminal for Zoho Books

  Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank You

• How do you print out the invoices comments

  I have some invoices where i need to print out the comments that show when reminders and etc were sent how do we print those out in Zoho Books.

• Feature Request: Enable Custom PDF Layout Editor for All Modules (Including Package Slips)

  Hello Zoho Community and Product Team, I am writing to share a suggestion that would significantly enhance the customization capabilities within Zoho Books. We all appreciate the power of the Custom PDF Layouts (the "New" template engine) that allows

• Need advice for product/item search functionality when adding invoices.

  My client uses "Catalog or Vendor" name and Product code to search for his items. But Zoho only allow to search by product name and SKU when adding items to Invoices/Estimates. Clients product codes are not unique as they may overlap from different catalogs/vendors.

• How to dynamically pass IDs from one API response to a second API call in Zoho DataPrep?

  Hi Team, I am setting up a global consolidated reporting pipeline in Zoho Analytics (India) using Zoho DataPrep as the ETL engine. I am pulling data from multiple Zoho Books Data Centers (US, Singapore, India) thats why i used the URL Source (OAuth 2.0)

• Zoho Recruit -> Exchange Online Relay

  HI! I have tried to connect Recruit to our MS 365 Exchange Online without any luck. I use this guide https://help.zoho.com/portal/en/kb/recruit/outreach/email-relay/articles/email-relay-zoho-recruit#Configuring_Email_Relay_Settings Do anyone have the

• Feature Request: "Send Invitation" Toggle for Events

  I am writing to request a critical "Quality of Life" update for the Activities module. Currently, adding people to the Participants field in an Event triggers an automatic email invitation/acceptance tracking with no way to opt-out. For general events

• Account Review Pending - Daily Limit 100

  Hi ZeptoMail Team, I'm writing to request a manual review of my account. I am currently stuck on the 100-email daily limit and cannot purchase credits. Status: My domain is already verified (DKIM/CNAME). Issue: The "Customer Validation" option is no longer

• Automation Series: Move Tasks to a different Task List on Status Change

  In Zoho Projects, you can automatically move a task from one task list to another when its status is updated. This keeps your tasks organised and ensures better visibility while reducing manual work. For instance, during a product launch, the marketing

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