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

• Automated Shopify adjustment problem. "An inventory adjustment has been created by the system to set the initial stock from Shopify"

  Has anyone noticed issues since the Shopify Sync has been updated recently? If you sync with Shopify, check to see if there are automated adjustments for old products that keep recurring. We have this problem for 6 SKU's that Zoho is doubling the stock

• Best website platform to sync to Zoho Inventory

  Anyone like to suggest the best website platform for syncing to Zoho Inventory? We DO NOT want to sync stock, only orders. Shopify - not an option as we have more than one website and Shopify requires 2 accounts and Zoho will not sync with 2 different accounts. Magento and WooCommerce both sync via Kloudconnectors - does anyone have any experience with this? I have trialled it and there are flaws - eg purchase order numbers are not populated. Discussion welcome!

• Include product images in data sync between Zoho CRM and Zoho Inventory

  Currently the item image does not sync between Zoho CRM and Zoho Inventory when using the internal Zoho sync functionality. This requires users to manually update the item image in Zoho Inventory for products created in CRM and vice versa. Including the

• Show ordered quantity on packing slips and invoices

  Hello Is there any way possible to show the original ordered quantity of an item (as recorded in the sales order) on subsequent package slips and sales invoices, so that these documents can show the customer the ordered qty vs the qty being currently

• Search Zoho Inventory Items module via API

  How can I search Zoho Inventory Items by custom fields, categories, etc using the API? This is not documented. Is there an advanced search function like CRM's COQL search available via the Zoho API? If there is an undocumented way to search Items via

• How can I get my images to display correctly on mobile site?

  I have just created a site and uploaded images, which look perfect on the desktop version. However when I view the site on my mobile device some of the images are not displaying correctly. They are all blurry. Anyone else experience this?

• Does Creator support HTMX?

  I love the Zoho ecosystem and Zoho Creator does a lot of things really well. However, I'm needing more real-time interactivity in my forms. Is the only option to create a JS widget? How about HTMX?

• My fix for "This report is not accessible" in published pages

  Hi Community, after having the same issue as many others here and going through the community's posts, i found a solution on my own. Again, the quality of support from Zoho is pretty awful: if you cannot help yourself, you're lost. I really like Zoho,

• Tip of the Week #59– Enhance team collaboration with multichannel shared inboxes!

  Struggling with scattered customer conversations and missed follow-ups across your team? When messages are everywhere, it's easy for them to fall through the cracks—leading to delays, duplicate replies, and miscommunication among team members. Zoho TeamInbox

• Delete standard e-mailtemplate

  Hello, Is it possible to delete or hide a standard e-mailtemplate? I would only like to show my own created e-mailtemplates to my staff. I only find a 'delete' option at my custom made e-mailtemplates, but the standard e-mailtemplates do not show this

• Add values to Countdown Mode

  Is it possible to add values to the countdown mode drop down? The longest is 2 days. I would like values for 5 days, 10 days, 15 days...

• RSS feed from a Zoho site blog?

  Does the Zoho Site blog have an RSS feed associated with it? I would like to have this picked up on a business Facebook page. thanks

• Refresh token not appearing

  Hello, I was wondering if there is another way of obtaining a refresh token, as following the usual 60-second-code procedure generates a new access token, but not the refresh token, and so i have to repeat everything to get a new token every hour or so,

• How would I collect a signature in person on Zoho sign?

  Suppose I have a customer show up at my office and we close a deal. I have an iPad ready to go, and I need to have the customer sign the document right there. How would I do it?

• What's New in Zoho Analytics - June 2025

  Hello Users, We're delighted to bring you new features and enhancements designed to make your analytics experience smarter and more powerful than ever. AutoML Enhancements We’re thrilled to introduce powerful new AutoML enhancements, making machine learning

• CRM Client scripts via extension?

  I've made a lot of industry specific customization to zoho CRM, using custom modules, workflows/automations, deluge scripts, api calls, and client scripting. I have had organic interest explaining what i've done to other small business owners in my industry.

• How to import data via Excel for a multi-select lookup field?

  In the Accounts module, I have a multi-select lookup field to the Contacts module. When I import Accounts data via Excel, I want to enter the contact email address (which is used as the identifier) under the column name for the multi-select lookup field.

• Need better way to tie Undeposited Funds to Invoice Payments to make it easy to reconcile Undeposited Funds account

  Hello, Request to have Zoho create tighter integration between Undeposited Funds and Invoice Payments.  Currently reconciling the undeposited funds account is a fairly tedious process for us.  Since the deposits and payments are just thrown into a "bucket"

• Customized folder permissions in web Zoho WorkDrive won't apply to Sync

  Hi, within the 'Deals' macro-folder I created a folder for each Sales person (att. 1). Within each Sales person's folder a subfolder is automatically generated via function every time a new deal record is created in Zoho CRM, i.e. 1 deal record = 1 deal

• What happens after trial period

  Dear Support, We are planning to use ZOHO CRM for our organization. We are now registered for a 15 days trial version. I would like to know what happens with our account and our data after these 15 days. Will it automatically change into a 'free' account

• Forte's Extra Costs

  Hello everyone in the Zoho community, I wanted to share some information about Forte in case anyone wanted to look into them as a processor.  I currently use Stripe, but wanted to use Forte's ACH to pay vendors and take ACH payments for our products.  This is one of the only ACH processors that Zoho accepts. They state their cost is $25/month plus their transaction fees for ACH.  However, after signing up and going through their approval process, I found this out they work with a PCI compliance service

• SEPA stripe vs gocardless

  Hi, we want to use Zoho Books - but as we are a company that is based in Germany we are using SEPA mandates. I know that its possible to use GoCardless - but the fees are extremly high (15 EUR fee for a 5000 EUR transaction). Is there any other way to

• Zoho Commerce - Zoho Shop (Multilanguage)

  hi there we have a shop in zoho commerce, can I change the language in the shop, i mean, can I create a German and a French version, as an instance or something? If yes, how it works? thanks for your answers greetings prisca

• French Tutorials

  Is there any Zoho projects tutorials, ebook, video or else in french? If so, where can I fin it please? Thx

• My zoho mail has been disabled and cannot send email

  I’m the super admin for my company’s email accounts, but my own email address has been unexpectedly locked. I’m seeing the following error message: Could you please assist in unlocking my account so I can resume sending emails?

• SMTP error

  I am using SMTP from Zoho the account is accounts@khlaklaeeb.com it was working fine then started to have Error and unable to delivery messages SMTP host SMTP.zoho,com SMTP user: accounts@khlaklaeeb.com SMTP port 465 PAssword: App Password it was working

• Automatically creating a ticket in Zoho Desk when an invoice is created in Zoho Books

  I need to find a way to create a ticket automatically (i.e. using workflow) in Zoho Desk whenever an invoice is created in Zoho Books. Please advise if there is a way of doing that?

• Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

  it is really annoying.

• Co-existing with Google Workspace

  We currently use GWS and due to legacy practices, we cannot migrate away from it. Not easily anyway. The issue we have is that while we have Zoho Mail, we get duplicate copies of emails. Our setup is that GWS is our primary. We have Zoho MX records in

• Stop Zoho Projects From Automatically Adding Client Users

  I have a custom function that creates a Zoho Project for every Quote attached to a Deal when it moves to Closed Won. Everything works fine, except for the fact that connecting a Zoho Project to the CRM automatically takes the Contact associated with the

• dd Linked Note to Comments & History via Custom Function + Zoho Document View Feature

  Hi all, I have a couple of custom functions running in Zoho (specifically in Inventory/Books), and I'm trying to streamline it. Here’s the scenario: When a Purchase Receive is processed, my custom function automatically creates a Package. I'd like to

• How to break line in zohoCRM

  Hello everyone, I'm currently working with Deluge scripting language and encountering an issue with newline characters (\n). My goal is to format a string with multiple lines, but the newline characters are not being interpreted correctly. Instead of

• Marketer’s Space: Supercharged Workflow with Zoho CRM Integration

  Hello Marketers! Welcome back to another post in Marketer’s Space. Today, we’ll explore how integrating Zoho CRM with Zoho Campaigns can help you create smarter, more personalized Workflow. In this post, we’ll look at a specific use case to demonstrate

• Zoho Live chat doesnt chat on CRM Contact page????

  We have used Salesforce Live Agent for the last 8 years and the chat comes in on the Contact record which is logical and intuitive as the chat agent can see the customers sales history and open opportunities...etc... We just migrated to Zoho CRM and I

• Image Quality Issue on Zoho Assist

  Hello, For the past two days, I've been experiencing a significant image quality issue on Zoho Assist when connecting to one of my computers. I’ve tried reinstalling the application, but the issue persists across multiple devices. The internet connection

• New views to manage activities within a record

  Dear customers, We hope you're well! Today, we're here with a useful update to the Activities related list. As you might be aware, parent records display related information from other modules as related lists. This helps you get a 360-degree view of

• Sent Mail not in "Sent" IMAP folder

  I have configured ZOHO to use IMAP. When I send an email from within Zoho, the email does not show up in my "Sent" IMAP folder. Every email client I have ever used, stores sent mails in the "Sent" folder. This is a serious flaw!  Please fix this ASAP! Oliver

• Admin Control for Subscribing Users to Bots in Zoho Cliq

  Hello, I would like to request an enhancement to Zoho Cliq, specifically related to subscribing users to bots. Current Issue: When using the Zoho Desk integration with Cliq, notifications such as Mentions, Happiness Ratings, and Pending Blueprint Transitions

• Eighth Insight - Oversee module relationships with Lookups

  The Wheels of Ticketing - Desk Stories Oversee module relationships with Lookups ‌Learning about lookups A lookup field provides a powerful way to display and utilize data from another module directly within a field of your current module. This functionality

• New capabilities for custom buttons: Elevate UX and CX with just a click!

  -------------------------------------------------Post moderated on 24th May-------------------------------------------------------------- Dear all, The feature is now available for all users in all DCs. Dear Customers, We hope you're well! We're happy

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