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• Kaizen #263: Using Zoho CRM Skill to Build Widgets

  Hello everyone! Welcome back to another exciting Kaizen post. In the previous Kaizen posts, we introduced the zoho-crm skill.md and explored how it can help with Zoho CRM APIs, Client Scripts, complex COQL queries, and Skill to build Queries. In this

• Zoho notebook No login

  Hello Team, I recently downloaded and installed the latest version of zoho notebook for windows. But I am not able to login without providing any sso or email address. Did you removed the no login feature for this app? This is just a windows app. can

• Search is completely broken for PC

  I go to note, try to search for "mtga" and it shows 702 results (it's a big note), highlights all letters "m" and I can't find anything. Same for "gathering" - it thinkgs I think only for "g". Looking for "zoho" shows as if I searched only for "z". Using

• Behind a great customer experience is a team

  Hi everyone, October is here, and the first week marks the Customer service week. Each year, we thank our customer service professionals. Service professionals are all around us, even in our own workplaces: They handle essential administrative work like

• What's New - August and September 2026 | Zoho Backstage

  Hello everyone, August and September bring a fresh wave of intelligence to Zoho Backstage. AI takes the spotlight with tools that help you create content, support attendees, and manage how AI fits into your events. Alongside AI, we’ve refined email communication,

• Images Not Displaying Properly in Zoho Desk

  Hi, We are experiencing an issue with image rendering in Zoho Desk, affecting both incoming and outgoing emails. Images embedded in email conversations are not displaying properly. Instead, we see broken image icons or empty placeholders where the images

• Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

  We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode

• Widget Height were destroyed

  All widget heights in the Details Canvas view are broken. Moderation Update: This is a known issue with widget heights in Client Script popups and flyouts. A fix is in progress, and this post will be updated once it's released.

• Zoho Projects - Has something changed regarding to linking Projects and Deals via the API?

  I am trying to link Zoho Projects to Deals in CRM using the API, but each time, the Deal Contact is added as a Client user and receives an email invite asking them to join the organisation. These are internal projects and the customer should not have

• How long does it take to review campaigns?

  Hello Zoho, i scheduled my campaigns yesterday afternoon and it has been under review for over how many hours and those campaigns were supposed to be out yesterday so new ones can go out today. Is there something i'm doing wrong?

• Convert MSG to PDF in Bulk with Attachment Free

  Microsoft Outlook saves each email as an MSG file, keeping with it key information like the sender, the recipient, the subject, the date, the body of the message, and any attachments. It can, however, be quite difficult to access a large number of MSG

• Using Mail Merge Template to Print Documents with One Subform Record's Fields per Document

  Hello, We have a Mail Merge template created in Zoho Writer which is not able to perform the functionality which is currently required to automate the documentation task portion of our process. The CRM module we are primarily using is based on a "Loans"

• Convert MBOX to PST File Using Free Methods

  MBOX is a mailbox format that is used by various email clients and services, such as Thunderbird, Apple Mail, Eudora, and Google Takeout. Yet, in order to be able to open your MBOX emails in Microsoft Outlook, you have to convert them from MBOX to PST

• Zoho Community Digest - September 2026 | Part 4

  Hi everyone, and welcome back! The final week of September brought a revamped Books integration in Zoho CRM and Zoho Key Service for LLM access without API keys, Zoho Creator's audit trail becoming a full enterprise-grade auditing system, and Zoho One

• Automate weekly reports from Channels | Zoho Cliq AI use case #01

  Scrolling endlessly through numerous threads in a Cliq channel and manually counting how many have been closed, how long people took to reply, and who actually participated can be tedious. After 20 minutes, you might have a number that no one can verify.

• Apple Mail to Outlook Converter - Export Apple Mac Mail to PST File

  Apple Mail is a well-known email application among people who use Macs, whereas Microsoft Outlook is widely employed for both personal and business use. Should you decide to move from Apple Mail to Outlook, you'll probably need to transfer your mailbox

• Creator -Dynamic addition of Customer Portal User Licenses

  Hi, We have a Creator App for B2C about to get released. We are experiencing the Portal User license challenge. Unable to predict the number of users who will download and Subscribe. When a User is about Subscribe and the portal licenses does not exists,

• Zoho Tables is now part of Zoho One!

  Hey everyone! We've got some exciting news to share. Zoho Tables is now included in your Zoho One subscription at no extra cost. If you're already on Zoho One, head to your app list, add Zoho Tables, and get started right away. You don't need a separate

• How to import PST files in Office 365?

  You can import PST files into Office 365 using native Outlook applications, the Microsoft Purview network upload method, or specialized third-party migration tools. Choosing the right method depends on whether you are migrating a single mailbox or executing

• [Webinar] Zoho CommunitySpaces MCP

  New to MCP, or just exploring what's possible? Join us for a webinar on Zoho MCP and your community. We'll show you how Zoho CommunitySpaces and Zoho MCP work together, what your AI co-host can do inside your community, and how to get started. Register

• Solution to Import OST File into Office 365.

  In today’s digital workplace, organizations are rapidly moving toward cloud-based email systems for better flexibility, security, and collaboration. Microsoft 365 has become one of the most widely used platforms for business communication. A common requirement

• How can I show an uploaded image larger/full size in a Zoho Forms response PDF?

  Hi,  I noticed that in a response PDF for Forms, the uploaded image is shown in a tiny box as seen in my screenshot. Is there any way I can make that appear larger in the response PDF? thanks.

• Live connection to DS files in Zoho Creator / ChatGPT

  As an idea, we are using ChatGPT to build with Zoho Creator (outside of Zia), which is works brilliantly to assist write deluge, provide test suggesitons etc. Currently we are uploading the DS files which are very point in time, it would be great to have

• Meet PageHealth by Zoho PageSense: a free way to find out what's holding your page back

  We all know the feeling. You've spent days tweaking headlines, moving buttons, and rewriting copy, and you're still not sure why visitors aren't sticking around. Revamping your website is hard, and figuring out what's actually getting in the way is even

• Export Exchange Online Archive Mailboxes to PST for Microsft 365 Users

  With Microsoft 365 it is possible to archive older emails in Exchange Online in order to keep the main mailbox tidy. If however you need to export the archived emails to a PST file for the purposes of backup, migration, compliance or for use offline,

• Task Module quick create settings

  Hello, requesting the Task module receive a quick create customization settings. We have added custom fields and have to select "More fields" at the bottom of the pop-up to access the custom fields.

• Your employees changed departments. Did your IT systems notice?

  An employee joins your Marketing team. HR adds their details to the organization's user directory. The IT admin, in turn, creates their Zoho One account, assigns the required applications, adds them to groups and provides access based on the organization's

• AI Calling

  Hi, does anyone have experience or any thoughts on AI Calling. Getting AI to make calls on behalf of your company. We are looking into it, but are finding it difficult to get info and providers that can assist.

• 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

• 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

• 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

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