Weekly Tips : Customize your Compose for a smoother workflow

• Topic Participants

• Sania Sultana H

  

• Aashok Kumar Sharma

  

• Sticky Posts

• 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 : 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 : 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

• Approval Process not triggering for specific user

  Hi there! I have a simple approval process set up and have confirmed that it is working for at least one of my team (I'm super admin). So, the process is set up correctly. However, for a specific user in my organization, the process doesn't trigger when

• Turn Ticket into Zoho CRM Lead

  Is there a way to set up Zoho Desk -> Zoho CRM integration in a way that would allow out support agents to turn a Help Desk ticket into Zoho CRM Lead?

• Import a list of contacts from csv and delete them

  I have a list of email addresses which I want to delete from all lists. The contacts are distributed over multiple lists. So I cannot delete whole lists because there are other contacts too? Is there a way to import the list and delete the contacts in

• AUTO ASIGNACION DE TICKETS

  Cuando uno se asigna un ticket y lo contesta se queda asignada esa persona automaticamente para cuando se tenga respuesta de ese ticket, ¿como puedo configurar que ningun ticket se auto asigne? que todo sea manual

• Custom Time Range Support for Zia Trending Auto Tags in Zoho Desk

  Dear Zoho Desk Team, We’d like to formally request an enhancement to the Zia’s trending auto tags feature to better support our business needs. 🧩 Use Case: We actively rely on Zia auto-tags to: Monitor recurring customer issues. Detect emerging trends.

• Enhanced Tag Filtering and Selection in Zoho Desk Custom Views

  Dear Zoho Desk Team, We’d like to request enhancements to the tag filtering and selection capabilities when creating custom views in Zoho Desk. 📝 Current Limitation: While it is currently possible to create a custom view using tags and status as criteria,

• Creator help with max value

  Hi! I come from MS access and I want to build in creator. I have a Registration App I want to make. The main table is called Registrations and I have a subform called RegProgress where the user can indicate the progress by selecting one of 6 steps. Those

• Can't call function with ZML Button

  Hi, I have a page where I have a subform and a button made in ZML. My initial goal is simply that onClick, I call a function that updates multiple entries. Even though the function exist, I am unable to reference it. If I try to reference it manually

• Creating credit cards with sub-accounts for employee cards?

  I'm trying to figure out how to go about reconciling our credit card accounts in Zoho Books since each credit card pulls into its own account, rather than employee cards pulling into a sub-account of the primary card. Ideally, I'd like to be able to setup

• ZUG is Hitting the Road — Across the USA!

  We’re bringing the Zoho User Group (ZUG) meet-ups back to various cities across the United States — and we’re more excited than ever to reconnect with our incredible community! Whether you're a seasoned Zoho user or just getting started, this event is

• Ask the Experts 20: Level up your customer service with Zia

  Hello everyone! We're excited to reconnect with you again. The recent sessions of our Ask the Experts series have contributed to valuable conversations, beginning at the live sessions and evolving into one-on-one conversations and remote-sessions where

• Custom Canvas Tabs

  Hi Team Can you advise if there is a particular tab layout I need to be using in Canvas in order to have the numbers show on the tab ie for a new note it would show 1 as like with the standard view? The below is what I have: This is the desired outc

• In focus: Profile permissions in Radar

  Hello everyone, Imagine a help desk where everyone can access everything without restrictions. Newbies could answer tickets without supervision, agents would meddle with system settings, and contract employees would have unrestricted access to business

• Deluge Script wishlist...

  Just throwing it out there ;) 1. += operator. Pleeeeease no more var = var + "test"; 2. Ternary Operator for if/else. Man I wish I could just go myVar = myVar == "test" ? "it is test" : "it's not test" instead of having to write out a huge if/else block of ugly brackets.  3. square bracket notation for referring to record fields and map views.  This would make it terribly hard for Zoho to debug which might break the whole goal of saving new users from themselves. But here's why it would be extremely

• Selling a product consisting of several components

  hi all,  I have a small issue with inventory items, I am a perfume company, and my product consists of many items,  how can I manage this, from purchase the items and convert them to be one item ready for sales  - using ZOHO platform ..

• How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?

  Hi Zoho Community, I'm looking for a way to transfer data from Zoho PageSense to Zoho Analytics, specifically: Behavioral data (clicks, scrolls, heatmaps, etc.) Acquisition data (traffic sources, campaigns, etc.) Polls and forms data As far as I can tell:

• [Zoho Flow] Problem using "Send document for signing"

  Hi, I get the error "Zoho Writer says \"An Internal Server Error occurred while processing this request.\"" cant understand what exactly the problem is. Any ideas? Thank you KR, Victoria

• Fusion d'un champ image avec Writer ou Template CRM

  Il semble impossible pour le moment de fusionner dans le CRM un champ de type image vers un template. Par exemple : fusionner une image située dans le champ devis du CRM vers le template 'inventaire-devis'. Impossible également de réaliser cette opération

• Gestion de suivi des expéditions

  Le suivi des expéditions est un élément indispensable à une gestion réussie de la chaîne d'approvisionnement. Aussi bien le fournisseur que le client peuvent bénéficier de la transparence et de la responsabilité apportées par le système ; ce dernier fournit

• Transform Numeric Values using st, nd, rd, th or Convert Numerals to Ordinal Form - Deluge

  Please Use this sample Code This_Day_Date = zoho.currentdate.toString("dd"); value1 = "th"; if(This_Day_Date.right(1) ="1" && This_Day_Date != "11") { This_Day_Date = This_Day_Date+" "+"st"; } else if ( This_Day_Date.right(1) = "2" && This_Day_Date !=

• How to drag and drop documents from Workdrive to Outlook

  Does anyone have an idea on how to drag and drop a document stored in workdrive into an email as an attachment in outlook? Similar to how it is possible to drag and drop documents from File Explorer stored documents straight into outlook as a static attachment.

• Enhance Delay Configuration in Zoho Flow

  Dear Zoho Flow Support Team, We are writing to request an improvement to the delay configuration process within Zoho Flow. Currently, users are required to manually enter the exact delay duration (e.g., "2 days") in the delay block. This can be time-consuming

• incoming email not blocked

  I am continually having to add emails and domains to my blocked list, but Still get an occasional email that is on the lists but does not get blocked. Suggestions?

• Showing Amount Achieved Towards Target on Zoho CRM Dashboard

  I thought I'd create this post to stick a flag in the ground. My requirement: To create a visual gauge/bar chart in my CRM Sales Team Dashboard so salespeople can see their progress towards their monthly/quarterly/annual targets. The problem: After several

• Reports for "current user"

  <Note: Topic relocated from "Start a discussion" to "Ask a question". Former post deleted.> Is it possible to specify an advanced filter for "whoever is logged in", instead of having to pick a specific user? I want to create one report the can be used by all members, but will only show data that belongs to the person logged in. When setting up the report, I want to use an advanced filter that is something like "Lead owner" "is" "${CURRENTUSER}". So the generated report will be specific to the member

• Global Subforms

  Hey 👋🏼 We have a few subforms to calculate detailed offers for customers of car dealerships. These subforms are used in different modules and we need to create snapshots of them in different cases for documentation reasons. For example, an approved

• Add Subform Field based on Record Field

  Hi All, I am struggling with finding a solution that can populate a subform field based on an existing field on the record. Use case is I have added Current Exchange Rate on a quote as a custom field, I then have a subform with Quoted items that include

• Where are scheduled emails stored?

  After you schedule an email to go out through the CRM, how do you go about changing that scheduled email? Or even where can I see the list of emails scheduled to go out? They are not listed in my Zoho Mail account in Outbox which has been the only answer

• Sheets are unbearably slow

  I'm doing some extremely simple sheets. Like 2 sheets each with 200 lines and 10 columns and a simple vlookup. ABSOLUTLY can not wait 20 secs to flip between sheets. What's up? anyone else having this trouble? Been this way for about 4 days now. Both

• Rich text support for Notes

  Hi! Is there an opportunity to add Rich text field to Zoho CRM? We need a field that can save the HTML-formatted text in it. It's crucial for our business. Moderation Updates: The votes for supporting Rich Text for multi-line fields is captured in the

• Notes formatting

  I see that I can format this idea proposal with bold, underlines , colors, and dot points even multi-level dot points However, I cannot do the same for notes in leads, contacts, potentials, etc. in CRM. This makes notes very difficult to read. PLEASE

• Linking records from different modules

  Hello, Is there a way to link customer call records from the 'Calls' module to specific account and contact records? I've realized that our customer meeting reports are linked to both the contact and the Account records, in related list fields but the

• Business_hour (by minute)

  Hi Zoho Team business_hours formula can only give the difference of time or day between two dates. (In the time calculation, it can only calculate the exact time. For example, it can give the difference between 16:30 and 16:55 as 0.) I want to calculate

• At transaction level Discounts for Zoho books UAE version

  Dear Team, Please add transaction level Discounts for Zoho books UAE version. I have been requesting Zoho team past 3 years, Transaction level Discounts is a mandatory option required for our business needs. Zoho books Indian version has the option then

• Where do Review Questions appear on the Performance Assessment?

  Hi, I want to create a Performance Assessment including only compentencies with a multiple-choice format, and a final open-text question after the competencies asking for justification of the previous objective questions. Can Review questions work for

• Exit details not linked on employee profile

  Dear Team, The exit details that were filled in are not appearing in the employee's profile, and it seems the data is missing entirely. Please advise on how to proceed. Regards, Preetika

• Client Script: Any plans to add support for multi-select field with onChange

  Client Script is fantastic and the documentation lists multiselect form fields as unsupported. Just wondering if there are any plans to make this a supported field. https://www.zoho.com/crm/developer/docs/client-script/client-script-events.html 2. Field

• Versioning of Quotes and Invoices

  Would be nice if Zoho Invoice would offer the feature of saving all versions of a quote or invoice during the process - so if quotes or invoices get changed over time - a version of the old ones exist and can be reviewed and reactivated if necessary ... ;)

• Banking - User Roles - Access To Single Bank Account

  Hi, We have different locations with each location having a specific bank account for Expenses/Etc... Can you please confirm on whether it's possible to give a user (non accountant), specific access to only a single bank account as opposed to all accounts

• Does Zoho US Payroll now support employees in multiple states?

  Does Zoho US now support having employees in multiple US states? I looked at the site and can't find and of the restrictions on multiple states anywhere.

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