Weekly Tips : Customize your Compose for a smoother workflow

• Topic Participants

• Sania Sultana H

  

• Aashok Kumar Sharma

  

• Sticky Posts

• Weekly Tips : Make collaboration effortless with Whiteboard in Zoho Mail

  Working with your team often means switching between emails, notes, and other applications just to explain an idea. Maybe you are trying to sketch a layout, plan a workflow, or quickly brainstorm ideas—with text alone, things can get confusing. So how

• Weekly Tips : Make your email content error free with Spell check in Zoho Mail

  As someone who writes multiple emails a day, we are bound to make both grammatical and spelling errors. Most of them we may not even notice, and even if we do, we may not have the time to correct each one individually when we are in a hurry. So how do

• Weekly Tips: Secure your attachment downloads with Zoho Mail

  Safety is one of our main concerns, whether it’s about device security or online protection. We use tools like fingerprint scanners, facial recognition, and two-factor authentication to keep our devices and email accounts secure. We use methods like OTP

• Weekly Tips : Master Keyboard Shortcuts in Zoho Mail

  If you spend a lot of time managing emails, switching between your mouse and keyboard can slow you down. Whether you are replying to clients, organizing your inbox, or searching for messages, every second counts. So, how can you streamline your email

• Weekly Tips: Manage External Images in Zoho Mail

  When you receive emails every day, whether from clients, newsletters, or services, many of them contain external images that automatically load when you open the message. While this can make emails look more engaging, it can also impact your privacy and

• Recent Topics

• Introducing more AES digital signature options in Zoho Sign

  Greetings! Zoho Sign has continually strived to partner with trust service providers across the globe to give you complete security and confidence, so you can e-sign documents no matter where you are. We've recently partnered with IgniSign, a trust service

• Shuffling between one note to the next

  I usually start all my notes per interaction with a contact with the date and then a little detail. But when I search for it it only see a small portion of the note and can't immediately tell which contact its associated with. can we make the note content

• Important Update: TRAI Mandates New SMS Header Format

  Hello everyone, We have an announcement regarding a new regulation by the Telephone Regulatory Authority of India (TRAI) that affects all application-to-person (A2P) SMS services. Starting on May 6, 2025, TRAI has mandated that telecom service providers

• Preview generation in progress for days

  I uploaded a video file to Zoho webinar. The file has been showing Preview generation in progress for days. Pls help, why is not approved?

• Workdrive Upload Notification

  Is there a way to be notified when someone externally has uploaded files to a folder? The "Unread" tab is really worthless because it shows all files from every directory on the system. I just need an email (or bell at worst) that says "someone has uploaded into <foldername>".

• Workflow for "Expenses" module?

  Hi there, over the last 2 years, Zoho Expense has seen tremendous growth and we are happy with it. But, sometimes it is frustrating to see things are being implemented halfheartedly, or so it seems. For example, There is the possibility to create workflows

• Markup instead of discount??

  Is it possible to have the discount field on an invoice or estimate be a markup instead? It's the very same functionality that I am looking for - to be able to markup an individual item by either a $ or a % and have that cost added (instead of subtracted) to the item cost.  Currently, I use the tax feature to accomplish this, but it's very awkward to have "Markup 15%" listed after the subtotal. Plus, if I want to markup items at different rates, I end up with several "markup" lines in the totals

• Allow Mapping of Zoho Desk Knowledge Base Categories to Multiple Departments in Zoho SalesIQ

  Hello Zoho Team, We hope you're doing well. We would like to request an enhancement to the Zoho SalesIQ integration with Zoho Desk, specifically regarding the way Knowledge Base (KB) articles are mapped and displayed across departments. Current Limitation

• Announcing new features in Trident for Windows (v.1.27.4.0)

  Hello Community, Trident for Windows is here with exciting new features to elevate your communication and enhance productivity. Let’s dive into what’s new! Smart Sign-in. You can now sign in to Trident with Smart Sign-in. With this new addition, you can

• Add Lookup Field in Tasks Module

  Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (

• Time Entry : Auto fill fields Hours minutes seconds

  Hello world, Do someone know a script (for workflow rules) which fill automatically fields hours spent, minutes spent, seconds spent when we fill Executed time and End time Formula should start from (End time - Executed time) Thx in advance

• Zoho Forms - edit the settings of the Zoho CRM field to change the integration with CRM

  I've created a Zoho CRM field in my form to pre-populate selected CRM details into the form, following the instructions here https://help.zoho.com/portal/en/kb/crm/integrations/zoho/zoho-forms/articles/zoho-forms-crm-integration#Step_2_-_Add_Zoho_CRM_Field_in_the_form

• Ability to add notes to an appointment and add notes/attach docs to a consultation

  As an idea for the future, it would be helpful to be able to add notes to an existing appointment--there is a place to add notes for the customer, but I don't see one for the appointment. It would also be helpful to be able to add notes or attach documents

• Im trying to white list domain dynamically in zoho desk extension

  Im trying to white list domain dynamically in zoho desk extension. But it show error Error: {errMsg: 'No entry found in plugin-manifest whiteListedDomains for requested URL'} syntax "config": [ { "displayName":"Shopify Admin API access token ", "name":

• Zoho Payroll: Product Updates for India - May 2025

  This May, we are glad to unveil new capabilities in Zoho Payroll that simplify your payroll activities. Here's the list: Let Employees Choose Their Tax Deduction Method for One-Time Payments Calculate variable earnings based on percentage of CTC Carry

• Bulk Update Tasks/Task Lists/Milestones

  Is there a way to bulk update tasks/task lists/milestones? We have several projects that are in the same template, and our staff complete them tasks at a time - and would like to go in an bulk update all related tasks/task lists/milestones at once. But you can't do this. I remember in an old version you could export your tasks, update the excel doc and reimport. But it doesn't seem like that option is available anymore. Can someone provide a solution/idea? Otherwise we are spending a lot of time

• Sync failed: Invalid Date value

  Hi, I have a local .sqlite database. After importing one table through the Databridge, and produced my dashboards, I cannot sync. I get an error regarding the date column: [Line: 2 Field: 4] (2018-07-12) -ERROR: Invalid Date value The data found at the

• Office 365 is marking us as "bulk"

  All of a sudden (like a couple of days ago) all of our customers who are on Office 365 are getting our mails in their junk email. This is not the case with Gmail or other random mail servers, nor between us. We got a 10/10 score on mail-tester.com. Also,

• Zoho Assist

  Hi, We are using zoho assist unattended access in some windows server 2012 and recently the agent lets you connect but not let you do anything on the remote machine. Sometimes you can click on something but nothing happens. There's a issue with this new

• Modify workflow from "ON CREATE & EDIT" to "ON CREATE" only

  Salut, Is there a way to easilly change my choice of trigger of workflow from on create & edit to on create only, or do I have to re-do the whole worklow from scratch ? Sylvain

• Access custom modules via API?

  Is it possible to access a custom module in Zoho Inventory via the API? I can not find any reference to this in the API docs.

• Welcome to the Zoho Service Plus community

  Hey everyone, We are excited to welcome you to be a part of the Zoho Service Plus community. Here's a quick overview of what Service Plus is all about and how the community can help us work together. What's Zoho Service Plus? Zoho Service Plus is a unified

• Restrict Zoho Cliq Webinars and Announcements to Admins Only

  Hi Zoho Team, We hope you're doing well. We would like to raise a feature request regarding in-app announcements in Zoho Cliq, such as the recent webinar popup about the Cliq Developer Platform: While these announcements are useful, they are not always

• Share Notebook with group created in Zoho One

  I have created a group in Zoho One for a section in my company. Is it possible to share a notebook with that Zoho One Group? Currently, it seems only possible to share to emails. Unfortunately for large teams, this will mean we are constantly having to

• Create Tasks in arbitrary Zoho Project triggered from CRM [Zoho Flow]

  Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,

• Outlook Add-in security times out needs to login 10 times a day

  hi we've just switched the Zoho. We use Azure SSO. All users have stopped using it. Sometimes it asks every 5 minutes. What should I lot at to solve this?

• Simplify Zoho API integration with Deluge’s invokeAPI task

  Hello all! Happy New Year! As we kick off 2025, we’re excited to share some of the latest updates to enhance your Deluge experience. While Deluge already offered robust API integration capabilities, we’ve taken it to the next level with the introduction

• Simplify Zoho API integration with Deluge’s invokeAPI task

  Hello all! Happy New Year! As we kick off 2025, we’re excited to share some of the latest updates to enhance your Deluge experience. While Deluge already offered robust API integration capabilities, we’ve taken it to the next level with the introduction

• Attention: Display Issues on Chromium Browsers with Intel® Core™ Ultra Processors

  Dear Customers, We've recently identified a display-related issue that may affect some of our Zoho Assist users, particularly technicians using devices powered by Intel® Core™ Ultra Processors. What’s Happening? If you're running a Chromium-based browser

• Is the "schedule 10 mass emails/module" limit a per user or per organization limit?

  For scheduling emails out of Zoho CRM, there is a 10 scheduled mass emails per module limit according to Zoho documentation (https://help.zoho.com/portal/en/kb/crm/faqs/emails/articles/how-to-schedule-mass-emails-in-zoho-crm). Is this limit per user or

• How do I show file uploads in my Zoho Creator approval workflow?

  As far as I can tell I'm not able to add the file upload field to the approval workflow show fields list. As a work around I'm making a plain text field that links to the files URL. But I'm not sure how to get a link to that url that will me to preview

• Zoho Bookings - variable appointments

  Hello, I am looking to see if its possible for zoho bookings to recognise booking slots in the calendar or a way to do this. I would like appointments only booked in at certain times of the day and this could vary per host. I have provided a calendar

• Best Practices - Extensions for Zoho Finance Suite

  With Sigma, the extension developer platform, you can create custom extensions that enhance the functionality of Zoho Finance apps like Zoho Books, Zoho Billing, Zoho Inventory, Zoho Expense, and Zoho Invoice. Here’s how to get started: Sign up: Create

• QR code image is not exported in PDFs

  The new QR code field works fine when I include it in a report template and I choose the print option: https://creatorapp.zoho.com/<username>/<app_link_name>/record-print/<report_link_name>/<record_ID>/ But when I try to save the document to a .pdf file

• Zoho Form to Zoho Form Integration

  I've created an application form that asks for references. I would like the submission of the application form to trigger a form to the reference using the email id and name entered in the first form. In the reference form that is triggered I need to

• CRM: related table using module queries, are links possible?

  Hello. I was exploring the possibility of using a module query to get a filtered related list. For example, I'm using a Canvas custom details page and if an account has an open deal I'd like it to appear at the very beginning of the account page, with

• 【開催報告】名古屋 ユーザー交流会 Vol.1 2025/6/6 Zohoで社内システム管理を実現するユーザー事例の共有

  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。 6/6(金)に名古屋 ユーザー交流会 Vol.1を開催しました。当日は11名の皆さまにご参加いただきました。 本投稿では、当日実施したセッションの様子と投影資料をご紹介します。会場にお越しいただけなかった方も、ぜひご覧ください。 ユーザー活用事例セッション：Zoho CRM Plusによる引合~見積~受注までのプロセス統合 日本アイリッヒ株式会社の清水裕さんに登壇いただきました。以下に一部抜粋して掲載しています。ぜひご覧ください。 セッションの後半は、清水さんの環境を投影いただき、実際の画面上で操作しながらご説明いただいたため、本記事では掲載しておりません。予めご了承ください。

• Better reorder point functionality?

  1. How about having item reorder point warehouse level instead branch? 2. Considering committed stock and to be received quantity also as reorder point calculation? 3. Considering associated items as committed when sales order created on composite i

• Batch tracking updates

  I applaud the Zoho team for their recent updates to batch tracking information and even though I have 'chatted' to the Zoho team, I'm still batteling to understand the reasoning on the below. We buy stock in bulk and it is received into the Bulk Warehouse.

• Custom Button in Shipments

  Custom buttons feature is very much needed in shipments. Please work on this feature request!

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