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• Sticky Posts

• Allowed IP Addresses: Manage where users access your organization's email from

  Securing organizational email takes more than strong passwords and multi-factor authentication. The location from which a user signs in is just as important as the credentials they use, especially when the account holds sensitive business information.

• Domain Disclaimer: A standardized footer for your entire organization

  Every email sent from an organization represents its identity externally. Most teams require consistent line of text at the bottom of outgoing messages. It can be a confidentiality notice, a legal statement, a compliance requirement, or a uniform sign-off.

• Catch-All Address: A safety net for misdirected emails

  Email is often the first point of contact with an organization. In many cases, a simple typo in a recipient's address can quietly turn into a missed message—a customer query never reaches support, a partner’s reply goes unnoticed, and the sender has no

• Preferred Name and Email Formats: Bring consistency to user identity

  A user's display name and email address are often the first identifiers that colleagues, partners, and customers see. Maintaining a consistent format across the organization helps reinforce a professional identity and avoids the confusion that comes from

• Deliver timely updates across your organization

  Keeping your organization informed goes beyond sending emails or sharing links. It requires ensuring that the right information reaches users at the right time, without being missed. Whether it's communicating policy changes, maintenance schedules, webinar/training

• Recent Topics

• Zoho recruit's blueprint configuration is not functioning as mapped

  Current Status: Zoho Blueprint is not functioning as configured. Issue: We are moving a Candidate status in Zoho Recruit "for active file" but we encountered: "Status cannot be changed for records involved in Blueprint." This happens to various client

• Interview Notes and Feedback

  We hold panel interviews and would like an option for all panel members to leave independent interview feedback and notes. At present, we can only see an option for a single person to do that. Is there a way multiple people can leave centralised feedback

• WF On User Input of Field calling a function

  As the Title implies, I have an Invoice form with a Lookup field called Car. When the user enters a value, I want to create a series of SubForm (charge) rows with data entries that depend on the Car form. I have a Function that describes how many lines

• site24x7

  regards the "www.site24x7.com" service is included in the service of zoho one If included please enable it in my zoho one service Thank you

• UK MTD -- do we really need to map accounts every time we finalise a quarterly report?

  Hi, I've been using Books for years as a sole trader in the UK and been very happy with it overall. I was expecting that their implementation of features for MTD was going to be seamless and helpful. Unfortunately, it seems very bare bones and unclear.

• How do I remove a data source from Zoho Analytics?

  I am unable to find a delte option on a datasource that i put in the system as an error. On teh web it refers to a setup icon but I do not see that on my interface?

• How Can AI Agents Improve E-commerce Operations Efficiency?

  I’ve been thinking about this question recently: as e-commerce operations become more complex, can we use AI Agents to improve daily efficiency? Many e-commerce teams need to handle product management, order follow-up, inventory checks, customer replies,

• Zoho Calendar Appointment Booking

  Hello, Community! We've all been there — the endless "Does Tuesday work?" → "How about 3pm?" → "Actually, can we do Thursday?" loop. Not anymore. Stop playing scheduling tag. Let your Calendar do it. Zoho Calendar's new Appointment Booking feature hands

• Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

  Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

• Integrating Custom Zia Agents with Bigin

  Hello Biginners! With the introduction of Zoho's Zia Agents, automation in Bigin has moved beyond predefined rules into something much more dynamic and intelligent. Instead of building rigid workflows, you can now create custom Zia Agents that understand

• Introducing the New Zoho Assist Quick Support Plugin

  We are thrilled to announce the new Zoho Assist Quick Support Plugin, the upgraded and enhanced version of the Zoho Assist Customer Plugin. This new plugin allows organizations and IT administrators to deploy it directly onto their customers’ devices,

• Consider Making Printing Easier (UI)

  I'm using Zoho Analytics in much the way that it was intended when it was "Zoho Reports" - as a way to pull together information across several apps in the ecosystem. I have a dashboard that I need to run each week for every employee (change the filter

• Project Management Bulletin: May, 2026

  Welcome back to our latest edition of Project Management Bulletin packed with our new releases, exciting new roadshows, and insider tips! But first, we have a question for you: Does your PM software adapt to your organization’s goals, or are you reshaping

• Bank Feeds Missing some transactions and duplicating some

  Hello, I have been using Zoho or a number of years and have never had a real problem with bank feeds, however in the last month the feeds have not picked up all transactions, and sometimes a transaction is being duplicated. For example, the bank statement

• Introducing Built-in Telephony in Zoho Recruit

  We’re excited to introduce Built-in Telephony in Zoho Recruit, designed to make recruiter–candidate communication faster, simpler, and fully traceable. These capabilities help you reduce app switching, handle inbound calls efficiently, and keep every

• Allowed IP Addresses: Manage where users access your organization's email from

  Securing organizational email takes more than strong passwords and multi-factor authentication. The location from which a user signs in is just as important as the credentials they use, especially when the account holds sensitive business information.

• How to set up on-demand badge printing?

  Hello, on the introduction page (https://www.zoho.com/backstage/check-in-and-badging.html), it is stated that on-demand badge printing is possible, i.e. printing the corresponding badge after check in via scanning the attendee's QR code. How can I set

• Enhance Barcode/QR Code scanner with bulk scanning or continuously scanning

  Dear Zoho Creator, As we all know, after each scan, the scanning frame closes. Imagine having 100 items; we would need to tap 100 times and wait roughly 1 second each time for the scanning frame to reopen on mobile web. It's not just about wasting time;

• What’s New in Zoho Inventory — Latest Features, Integrations & Updates | December 2025

  Zoho Inventory has evolved significantly over the past months, bringing you smarter, faster, and more connected tools to streamline your operations. Whether you’re managing multichannel sales, complex fulfillment workflows, or fast-moving stock, our newest

• Creating Email template that attaches file uploaded in specific field.

  If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates

• GEO and Zoho Desk

  Has anyone done anything with GEO (generative engine optimization) and zoho desk KB? Are there any plans from Zoho on adding the ability in inject GEO scripts in KB Articles?

• Incoming Threads Report

  From data to decisions: A deep dive into ticketing system reports Customers raise questions and issues through multiple channels, such as email, chat, or tickets. To monitor the number of queries received on a specific day from each channel, leads can

• Block opening tickets vía email DESK

  Hello, I want to block the functionality of opening tickets when someone send an email to our support email address. Actually everybody in the world can open a ticket in our systen just sending an email to our support email address I don´t want this feature!!!!

• Autocomplete by email address

  Hi, Is it possible to add contacts via autocomplete using the email address? I have tried a number of contact option variations and cannot seem to get it to work, having this as an option would speed up composing an email greatly. thanks Ben

• 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

• Subscriptions for service call

  So we install products and we want to offer a service contract for the customers yearly service calls to be billed monthly. So ideally at some point we want to email them a quote for their needs. WE will choice it our end based on the equipment. It would

• PHPMailer "Connection refused (111)" Error Despite Outbound Ports Being Open

  Hello everyone, I'm trying to send emails via Zoho SMTP using PHPMailer on my shared hosting environment. I've tried both port 465 (ssl) and 587 (tls), and I even added SMTPOptions to bypass SSL verification just in case it was an SSL certificate issue.

• Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

  Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

• email address autocomplete

  Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. Thanks

• Rename system-defined labels in Zoho CRM

  Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited from

• What happens to my current site SEO if i opt for zoho creator?

  I have an existing website and I need to use Zoho creators for the rapid creation of my webpage creation. Currently, my IT team is creating the web pages, but I am concerned about the SEO of my current website if I shift to zoho will i loose it all?

• Filter Pivot Chart by Criteria

  Hey There Amazing Zoho Team, I wanted to see if there is a way to filter criteria a "Pivot Chart" report in the same way I can filter "List", "Calendar", & "Summary" reports. Example: I can filter a normal report like this: http://monosnap.com/image/y5q0XGzDSGZpsnOjuBYpdeUOFtSmFd I would like to do the same with a "Pivot Chart".  What I've Tried: Filters and User filters are not what I am looking for. That just filters the data. I want to be able to filter criteria the data by connected forms. Like

• Big Time HELP

  I am old, disabled and need to speak to a person. I needed to use a service to copy my zoom contacts to. I think I signed up for a security service, which I do not need. I don't know enough to choose from your many lists or how to see what I have and

• #4 Setting Up Your Client the Right Way

  Creating invoices without properly setting up the customer can quickly lead to several inconsistencies, such as duplicate records, missing billing details, and poor customer management. This becomes even more important for businesses that use a connected

• Functionality based URL to find records due today or in the next week

  I need to construct a URL to filter a view to records where the evaluation is due soon (i.e. in the next 7 days). To me, that includes today, but Zoho has a different opinion. Zoho defines 39 as NEXT_7_DAYS but this gives unexpected results. https://creatorapp.zoho.eu/...#Report:My_Evaluations?Evaluation_due_by_op=39

• Email Parameter in Create Lead API

  In the Create Lead API , the email parameter as mandatory. This is creating issues because many leads only have mobile numbers and no email address. This is especially a problem for businesses focusing on WhatsApp marketing in Zoho Marketing Automation,

• Automatic Email Alerts for Errors in Zoho Creator Logs

  Hello, We would like to request a feature enhancement in Zoho Creator regarding error notifications. Currently, Zoho Creator allows users to view logs and errors for each application by navigating to Zoho Creator > Operations > Logs. However, there is

• 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

• Configuring ZMA Webhook for Zoho Flow : Missing Key Information Error

  I'm looking to send a webhook to Zoho Flow at the end of a Marketing Automation journey in order to perform more actions that I can't do with just a journey. I have the Webhook created in Flow and set up in ZMA, however when I test it I get the error

• Improve Zoho Vault search

  Hello, we started using Zoho Vault and we really appreciate the app. At the moment, when searching passwords, the search query only targets the password name. I think having the query search among Name, User name, URL, Notes and Tag would be a better

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