Data Retention Policy Update – Effective May 1, 2025

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• Karthik C

  

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• Data Retention Policy Update – Effective May 1, 2025

  Starting May 1, 2025, we’re updating how long we store your landing page data based on your subscription plan. Here’s the new retention timeline: Trial Plan – 3 months Essentials Plan – 6 months Professional Plan – 9 months Enterprise & Bundle Plans –

• Boost your ecommerce sales with the seamless integration of Zoho LandingPage and Zoho Checkout

  Ready to boost your ecommerce sales? We’ve got something exciting just for you! Join us for an exclusive webinar where we’ll dive into the seamless integration of Zoho LandingPage and Zoho Checkout. Discover how this powerful duo can supercharge your

• Recent Topics

• Running Balance

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• MAKING ENTRY TIME MORE USER FRIENDLY AND FASTER O PREVENT TAB TIME

  I AM CURIOUS TO KNOW IF WE CAN MAKE IT MORE USER FRIENDLY WHILE MAKING BILLS , I MAJORLY USE OVER DESKTOP SO I AM SUGGESTING TO REMOVE TAB TIME WHILE ENTERING BILL OR MAKING INVOICE DIRECT JUMP TO ONLY REGULAR PARTS OF THE BILL . YOURS RAKESH 782866

• Unable to export reports despite enabled report export permissions

  Hi Zoho Community, We are unable to export reports in Zoho CRM. When attempting an export, we receive the following error: “Cannot Export Report — You do not have permission to export one or more modules used in this report. Please contact your administrator.”

• Add Payment Information (like Bank details)

  I am using the Free plan of Zoho Books. I need to add the bank details/ UPI details on the invoice. How can I do that. I have added the details in the Bank Section.

• Keep Sensitive Customer Data Private with Field Masking in Zoho CRM

  Hello CRM community, Customer records in your CRM are often accessible across multiple teams, but not every team needs visibility into every field. A non-sales team, for instance, has no real need to see a contact's mobile number, and a support agent

• Generate a Zoho Sign link

  From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.

• Notes - Reaction Buttons

  Using the native notes option within CRM is fine, it works and the RTF features are great, however, would it be possible - if there isnt already something in place, where we can add a reactions button, similar to teams/whatsapp to show that its been read

• Generate a link for Zoho Sign we can copy and use in a separate email

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• Need help with importing expenses

  I'm using the template downloaded from the application. When I try to import my expenses, I get the message: Duplicate entry in the Expense Date column. Ensure it contains unique values. None of the rows will import. There are duplicate dates, but they

• #12 Bringing In A Second Pair Of Hands

  Meera's studio became a two-person business in month five. Adding the second person took ten minutes. Working out why Meera herself was showing up as Staff took considerably longer. The Usual Way To Do This Covered in our published General FAQ, with the

• How can I add a Custom Field (or Customer_name) to a picklist?

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• Support Plan: Recuring Issue

  Hi Zoho Team, Could you please look into this recurring alert and provide clarification on why this restriction is still in place? This issue has become a bottleneck in our workflow, significantly limiting our automation capabilities. We are unable to

• Header Line in Quote product rows

  I believe this is an essential feature that Zoho should provide us, when adding products we want the ability to add titles for our product, in quotes: The Solution/Category Title Product1 Product2..... and then it would show the sub-total of that title 

• Widget Height were destroyed

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• How to Fix the Corrupted Outlook 2019 .pst file on Windows safely?

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• GrassHopper VOIP Integration

  Does Zoho Plan to integrate with Grasshopper to allow the Telephony hookup in Zoho Desk?  If not, Can this be passed along for consideration 

• 👍 Zoho CRM's Notes now gets Reactions and a new look

  Moderation update: Currently available in the following DC's CA, AU, CN, UAE, JP, SA - All Editions EU - Free, Standard and Professional Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records.

• Zoho Extensions 101: Building extensions for Zoho People

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• Add @Mention Notifications in Zoho Cliq for Zoho Project Mentions

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• Can't connect to POP and SMTP over VPN

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• Outgoing Mail Blocked – Suspicious Login Activity (Need Clarification and Solution)

  Hello, I’m currently facing an issue where my Zoho Mail account has been blocked due to “suspicious login activity,” and outgoing emails are restricted. Here are the details shown: Block type: Outgoing mail blocked Reason: Suspicious login activity A

• Online Payment Fees

  We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd

• O SalesIQ aceita números do Whatsapp Business com coextistência?

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• Merge Tickets Directly from Contact Page in Zoho Desk

  Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which can

• Losing description after merging tickets

  Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.

• Any update on much requested feature, to delete attachments without deleting the e-mail body?

  People have been requesting the ability to delete e-mail attachments without deleting the e-mail for more than ten years now. The latest I see is marked "Working On It" and a year ago it was supposedly being added, see here: https://help.zoho.com/portal/en/community/topic/is-there-a-way-to-delete-mail-attachments-without-deleting-the-text

• Undo/redo when composing Mail

  Where is the undo/redo button when composing mail? I've new to Zoho, I've looked, I've searched and can't find it. What am I missing?

• Mail menu bar items missing in Inbox and folders

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• ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer

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• Sent items with shared folders

  Hello, this is in some way in between a problem and an idea.  When sharing folders (which is actually not any close to a shared mailbox...) the person which the folder has been shared with can access that folder and can send emails when delegation is

• What's New in Zoho Inventory | July & August 2026

  Hello users, The July and August 2026 releases bring a range of new features and improvements across the product. From the Nigeria Edition and Super Admin enhancements to Sri Lanka IRD-compliant invoicing, Loyalty Program Management, and improvements

• E-mail com problema

  Não estou recebendo e-mail desde Janeiro. Algo desconfigurou e eu não consigo resolver. Podem ajudar? Aguardo. Wagner Della Aversana Whats 55 11 985119899

• Account Blocked due to Suspicious Activity.

  Hello, Trying to get access to my account, I have found this message above in the subject of this message. I am unable to log back to my account (see err. mess. below.) and thus cannot get rif of this following the Zoho procedure : I followed the step

• SAML authentication in Zoho Mail: Simplify and secure your organization's login management

  Managing login credentials across multiple web applications can be challenging for organizations with a large number of users. Without a centralized authentication system, users are required to maintain separate passwords for each application, increasing

• How to prepare a balance sheet for a company that has no operations yet?

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• Can't create new account in zoho email

  Hello, i'm trying to create some free accounts to my customers... and since yesterday i can't create a new account, what is wrong? why i can't create free account? Thank You

• Name autocomplete

  Hi, During searching emails the web tool does not always propose the auto-completion of the saved emails. As a result I either have to go to contacts and look up the exact email, or the exact full name including the middle name and any dots, which is

• Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions

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• Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified

  I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that

• Reminder Settings - Time Tracker

  On the time tracker in Reminder Settings I created a reminder according to the Zoho manual. But a manager asked me to change the message that goes in the email. Is it possible to change the message? I didn't find that in the Zoho manual. Another question: I configured to receive the reminder everyone who logged in less than 40 hours. Does Zoho consider less than 40 hours of the current week or the whole month? Another situation, I put it so that I and another specific user would receive the notification,

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