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

• Looking to Hire: Zoho Creator Developer for Vendor Dashboard Portal

  We are a Florida-based licensed liquor distributor using Zoho Books, Inventory, CRM, and Analytics. Many of our vendors are also our customers. We’re looking to build a centralized, secure Vendor Dashboard Portal in Zoho Creator that gives access to real-time

• Create your own convert feature in Zoho CRM | Kiosk Studio Session #7

  In a nutshell: Want to replicate the leads-to-contacts conversion flow for your custom modules? Use Kiosk Studio to build a convert feature in less than one day—with zero code—that enables the following: Conditional approvals Dynamic module mapping Automatic

• Split View for Zoho CRM : Break down Your Module Data for Smarter Selling

  Hello Everyone, We’re excited to unveil Split View, a powerful new way to explore and interact with your data in CRM For Everyone. In addition to the recent new module views --- Chart View, Timeline View & Grid View, we've added Split View as well to

• Some website items no longer centered.

  At some point (probably after some Zoho Sites updates) my items on the website stopped being centered. I just noticed it now so unsure when that change happened: Strange as it is - I entered the editor and I can not find the option to move them back in

• Swipe, Snap, and Submit Instantly with Zoho Expense's Real-time Feeds

  It's time your employees enjoy the smoothest expense reporting experience ever. It's time to switch to Real-time Feeds by Zoho Expense. Upgrade your Zoho Expense experience with real-time corporate card management for the fastest, easiest, and most accurate

• how to set the recency in segmentation rules in the last X days?

  I just change the segmentation rules recency to be like this: I want score 5 if the deal won time is in the last 30 days I want score 4 if the deal won time is in the last 60 days I want score 3 if the deal won time is in the last 90 days I want score

• Issue with Schedule Workflows – "Usage Limit Crossed" Error

  Hi Zoho Support, We are currently facing an issue with the scheduled workflows in our Zoho Creator application. We are receiving the following error: "Usage limit crossed" for schedules. However, when we checked the usage statistics for our Creator app,

• Card Scanner app creating duplicate Accounts

  Hi all, I recently added Card Scanner app by ZOHO on my phone. I scanned several business cards, and realized that there were some newly added Accounts. Let's say there is an Account named ABC (US) CO., LTD in our system already. The app scanned the business

• Zoho Forms CRM Field Mapping

  Using the Zoho CRM Field in Zoho Forms, there is no direct integration between the Zoho Forms Time field, and Zoho CRM. We use this single field in most of our client-side forms to collect information. Initially reading this request, you might think that

• How to Improve the Speed of the Website Zoho Commerce

  Is there another way to improve the speed of the website in Zoho Commerce that was created?

• Free Webinar - Fundamentals of Zoho Sign: Overview and latest updates for new users and evaluators.

  Hello there! Want to get the most out of your favorite digital signature provider? Did you miss our last session on Zoho Sign features but eager to learn more? We have just the thing for you! Join us for the second edition of our free monthly webinar:

• 【Desk ナレッジベース】　記事自体のフッターのカスタマイズについて

  お世話になります。 サービスのヘルプセンター構築のために、Deskとナレッジベースを使い始めていますが、 構築にあたり以下の質問があります。 ・質問 記事自体のフッターにある「評価」と「共有リンク」（添付ファイル参照）を非表示にしたいのですが、 これを非表示にするのはどうしたらよいでしょうか。 ヘルプセンター自体ののヘッダー、フッターはカスタムできるのですが、 記事そのもののフッターはカスタムできるところが見つかっていません。 もしご存知の方がいらっしゃいましたら、教えて下さい。

• Timeline View in CRM - a linear way to visualize records over time

  Hello all, We would like to introduce the next phase in our quest to deliver a seamless user experience as part of the CRM for Everyone: the Timeline View. It allows you to visualize your records plotted across a given timeline. You can view the records

• SalesIQ not loading on mobile

  We have installed the snipped through Google Tag Manager and it's working as it should on PC but the widget is not loading on mobile. Is there something we're doing wrong from our side? Edit: Widget seems to be loading just fine on Android and the problem

• Unable to make calls at the moment.

  One of our employees has been getting this message all day when trying to make an outgoing call. We use the zoho phone bridge, and all other employee calling works as intended. 

• Importing multiple Zoho backstage events at once

  Currently it seems it's only possible to import data from one Zoho backstage event into Zoho Analytics using. This means that if you have 10 events, you have to import them all separately into Zoho backstage. What I would like is to import all events

• How can an employee edit their tax withoholdings / w4

  I have an employee who has already been onboarded and wants to adjust his tax withholdings / W4. I would prefer that employees have access to make this change themselves without relying on an admin. How can they do this?

• 【Zoho CRM】 「自動メール送信」機能廃止のお知らせ

  ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、自動メール送信機能廃止についてお知らせします。 Zoho CRMの「自動メール送信」機能は2025年9月30日をもって利用できなくなります。 自動メール送信機能でフォローアップを自動化している場合は2025年6月30日までに 「ケイデンス」に移行することを強くお勧めします。 本記事で言及している「自動メール送信」機能は、こちらの機能を指しております。 ワークフロールールで設定している通知メール送信処理やカスタム関数で設定しているメール送信機能とは異なります。

• Quick timeline for each field

  Hi, The timeline feature is great, and so is its API. However, both aren't suitable for day-to-day quick fetch of a specific field timeline/history. A very good example of a similar feature can be found with the "show edit history" in Google Sheets. Ideally,

• How to sync Zoho CRM Quotes with Zoho Books/Finance Estimates or Quotes

  Hi everyone, We’re building quotes in the Zoho CRM Quotes module because of its strong CPQ features and better communication options (multiple contacts, email customization, etc.). However, these don’t sync directly with Zoho Books/Finance for invoicing.

• [Free Webinar] Building Data Relationships Using Subforms - Creator Tech Connect

  Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

• Is it possible for using Zoho Creator as a public application without login?

  Hi there, I recently had a client who was looking at building a learning resource on Zoho Creator. However he had a requirement that course content that he builds may be publicly accessible. My question is that, is it possible to have public pages with

• OpenAI Alert! Plug Sample #11 - Next-generation chatbots, Zobot + ChatGPT Assistant

  Hi Everyone! We have great news for all AI enthusiasts and ChatGPT users! The much anticipated Zobot integration with ChatGPT Assistant is now available with Plugs. Note: SalesIQ offers native integration with OpenAI, supporting several ChatGPT models,

• COQL Query using multiple Lookup conditions causes SYNTAX_ERROR

  Hi everyone, I'm trying to build a COQL query that includes conditions on multiple lookup fields. Each condition works perfectly on its own — and also the condition on the Payment_Date field works fine. But when I try to combine two lookup conditions

• Zoho Books | Product updates | May 2025

  Hello users, We’ve rolled out new features and enhancements to elevate your accounting experience. From configuring approval at the module level to allocating landed costs to multiple bills, these updates are designed to help you stay on top of your finances

• Beyond Email: #1 Stay in Sync with Calendar

  Weekly Tips: Beyond Email As we approach the International day of Productivity, we are excited to bring you something extra special! Alongside our usual weekly tips, we have curated a dedicated series focused entirely on productivity apps available within

• Zoho Booking > Enquiry Status change automatically

  Hello, We have a Zoho Booking link, we want the following to happen when it is complete: 1) it finds the person in Zoho CRM who submitted the booking and updates the Enquiry Status Column to 'Self Booked'. 2) is it possible to customise the booking form

• Zoho Bookings and cancellations/reschedules

  Hi, I noticed that when someone books, they can reschedule/cancel; on the booking page that pops up and the option is in the upper right-hand corner. Is there a way for this option to also be available in the email that the client receives?

• Bookings page very slow to load

  I recently switched to Zoho bookings from calendly and yesterday I switched back. Zoho Bookings page was taking 7-23 seconds to load. We were losing paid clicks from Google because they had to wait too long. Does anyone have any suggestions?

• Presenting the brand new Zoho Bookings!

  Hello everyone, Greetings from Zoho Bookings! We're happy to announce a new version of our product with enhanced features to simplify scheduling, coupled with a sleek interface and improved privacy across teams. Here's what you can expect from the latest

• Zoho Desk API - Influence which layout is used

  Hello, how can the ticket layout be changed using the API? I would like to choose the layout directly when creating the ticket. If this is not possible, my question would be how can I change it afterwards? Best regards, Sven

• Zoho API Deal Creation and Pipeline

  I want to sync my zoho crm and backend with eachtoher, I can receive webhooks from crm and sync from it but when I try to sync to crm , I get this error for Deals module Zoho error: { data: [ { code: 'MANDATORY_NOT_FOUND', details: [Object], message:

• Intermittently high CPU usage

  I get high CPU usage intermittently both using Zoho Mail on Firefox as well as on the Zoho Mail Desktop app (Mac). To me it seems like a bug because idle usage is normally quite low. Right now, for example, the desktop app uses <1% in the background which

• Transfer to agent not working on flutter app after integration

  [media pointer="file-service://file-LF6KAwkyDJNd6MbzZmctS3"] [media pointer="file-service://file-FN66XQUngquBJGLdrS827u"] +7 -2 Lines changed: 7 additions & 2 deletions Original file line number Diff line number Diff line change @@ -1,10 +1,11 @@ import

• Zoho Blog from Zoho Sites

  I keep receiving this error after trying to edit blog posts that were previously saved for posting at a later date: Additionally, I try to make new posts and they show this message, "Failed to save".

• Help Center Home Tab Search Bar Description

  How do I change what it says above the search bar?

• First Respons time questions regarding ticket SLA's, Ticket Re-Assignment, and Ticket Closure.

  I am chasing down a few outliers on tickets that my team is reporting to me seen in some of our Zoho Analytics Dashboards with regards to Zoho Desk with regards to First Response Time. Our support organization is setup with different SLA's based on three

• Toggle Option for SQL Query Auto-Formatting

  We all write SQL queries in a style that makes them clear and easy to understand. However, I’ve noticed that Zoho Analytics sometimes reformats queries in a way that reduces readability - especially when editing existing queries written in a specific

• payment configuration process

  payment configuration process

• Lookups from Standard Modules to Custom Modules

  I have created an "External Contacts" Custom Module for adding Contacts who aren't directly associated with a Customer or Vendor but who are related to Orders by being a Site Contact, Job Contact, Warehouse Contact, etc for third party. How can I go about

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