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

• Need Help with MX Record Verification

  Dear Zoho Mail Support Team, I’m setting up Zoho Mail for my domain "nexiumdynamics.com" and have already added the MX, SPF, and DKIM records as instructed. The domain DNS is managed through Odoo. However, the MX record verification on Zoho Mail is still

• ¡Participa en los Zoholics Awards 2025!

  ¿Tu organización utiliza el software de Zoho de una forma innovadora? ¿Has logrado resultados dignos de noticia con nuestras aplicaciones? ¿O tienes un caso de uso especial de Zoho que te gustaría compartir con el mundo? Si es así, ¡este es tu momento

• Email Stuck in "Retry Queue" – Host Not Reachable

  Hello everyone, I’ve been encountering an issue when trying to send emails. Although the email appears in my Sent folder, it doesn’t reach the recipient, and I see the following status: In Retry Queue Temporary failure when delivering email to the recipients.

• Identify, Qualify and Retarget Potential Leads Using Zoho SalesIQ & Campaigns

  Finding the right leads can often feel like guesswork. Because not all your website visitors are worth targeting — some may just be browsing, while others may have landed in there by accident. So how do you filter out the noise and focus on those who

• Don't Receive Email

  Hi, I would like to report a problem . One of registered email in my organization is info@kedata.id . that email is used to register into MongoDB atlas. But for that case, i have a problem which the email of verification code from MongoDB atlas haven't

• Laravel - Failed to authenticate on SMTP server

  For some reason, I cant send e-mails from my Laravel app Error: Failed to authenticate on SMTP server with username "myuser" using the following authenticators: "LOGIN", "PLAIN". Authenticator "LOGIN" returned "Expected response code "235" but got code

• Custom View Row Limit?

  Is there a way to view more than 5 rows on a "Custom View" component on a user's homepage? I didn't see an option when creating or editing it. I'd like to be able to show the users 10 tasks at a time if possible.

• Unable to import canvas template to canvas forms

  I'm unable to import exported canvas template to canvas form, the canvas form not recognizing the template code plus the canvas import prompt title is (Create your own form page) instead of import, find the attached screenshot Please advise

• Remote Control Functionality During Screen Sharing in Zoho Cliq

  Hello Zoho Cliq Team, We would like to request the addition of remote control functionality during screen sharing sessions in Zoho Cliq. Currently, while screen sharing in Cliq is very useful, it lacks the ability for another participant to take control

• Power of Automation :: Automatically Approve/Reject the associated timelogs of Issues

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• Zoho Desk iOS and Android app update: Attachment restriction

  Hello, everyone! We are excited to introduce an option to restrict uploading certain attachment types on the Zoho Desk app. This feature allows you to specify the types of attachments are allowed to be uploaded and shared within the Zoho Desk. This can

• Zoho CRM Outlook integration: no option showing up even after installation

  I followed the instructions on this page to install the add-in: https://help.zoho.com/portal/en/kb/crm/integrations/microsoft/ms-outlook-add-in-for-zoho-crm/articles/outlook-add-in-for-zoho-crm#Understanding_the_add-in But I don't see the options in Outlook

• Portal URL Not Working?

  When I view my Company Profile, it shows my portal URL as being not created although it has been.  For example my profile shows the following:  https://meeting.zoho.com/a/..  The directory name that I chose is missing and it appears that I need to create a new Portal URL although one already exists for my organization. When I try to visit the URL that I previously created, I receive a "Page Not Found" error.

• Improve user efficiency with Automated reminders

  When it comes to business, keeping up with the deliverables is imperative. Automated reminders help you just with that, allowing you to set up notifications that are automatically triggered to your workspace users to remind them about important updates,

• Setup Outlook for domain email address fails

  I am trying to setup outlook for one of my domains email addresses and I am unable to add the account in Outlook I get "Operation could not be completed" errors. I am using the imap.zoho.com 993 for incoming and smtp.zoho.com 465 for outgoing email. I

• Free webinar alert! Empower Customer Experience in a Changing World with Zoho Desk and Zoho Workplace

  Hello Zoho Workplace Community! We’re back with another exciting webinar—and this time, it’s all about delivering exceptional customer experiences. Join us for "Empower Customer Experience in a Changing World with Zoho Desk and Zoho Workplace," where

• Portal permission for report only

  Hello, I have a hard time setting portal permission for my users. I have a form that is an order subform for items. I use that subform to create a filtered report for sellers to see their own orders, but at the same time I have to give them access to

• How to modify query from a DataBridge Connection

  Hello, I just installed the new DataBridge tool to import data to our Zoho Analytycs account from our local database. It works well so far, and data gets sync every day. The only issue that I found is that we do not know how to modify the query that imports

• Tip of the Week #55 – Assign roles to inbox members

  Ever heard the phrase, "Right people, right access"? That’s exactly what you can achieve in Zoho TeamInbox by assigning roles to your inbox members! In any team, not everyone needs the same level of access to your shared inboxes. Some members may need

• iOS 18 is here! Discover the enhanced Bigin app with iOS 18, iPadOS 18 and macOS Sequoia.

  Hello, everyone! We are excited to be back with new features and enhancements for the Bigin app. Let us take a look at the new iOS 18 and iPadOS 18 features. The following is the list of features covered in this update: Control widgets. New app icons.

• Fourth Insight - The power of Multi-Layouts

  The Wheels of Ticketing - Desk Stories The power of Multi-Layouts In the previous insights, we have established that layouts are the foundation for a ticketing system, and fields are the building blocks for the same system. Fundamentals of layouts Fields

• App Crash on MacBook Pro

  Hi Zoho, I am still struggling to keep Zoho Notebook stable on my Mac platform. I have sent in a couple of crash logs and I am making sure I have the latest version from the Mac App store. I love this application and really want to get it stable. The

• Automating Sales Order Confirmation & Picklist Generation in Zoho Inventory

  Hi everyone, I’m looking to automate the sales order creation and confirmation process in Zoho Inventory, along with the automatic generation of picklists with bin-level details. Here’s what I need: Sales orders should be automatically created and confirmed

• Spotlight series #7: Path animation

  Animating objects on your slide helps make your presentations lively and interesting. Animations add movement to an otherwise static deck, which helps grab your audience's attention. While you can animate your objects' entry and exit, or use animation

• Zoho Forms to Zoho Projects

  Can Zoho Forms be used to collect task details and automatically create a new task under a specific project in Zoho Projects upon submission?

• campaings flagging domain error but crm says OK

  campaings flags error with domain buy crm says notig wrong - this is new, help

• Zoho Books - Currency Conversion

  I am trying to convert all the transactions into another currency such as converting multiple currencies into global USD Currencies. How Can I do this ?

• Changing Default PDF Name

  Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?

• Singup Form Embed code won't load

  I created a new signup form, and can't seem to get the code to load in to make it usable. It is constantly stuck with the loading image. The only code I can access is the iFrame code.

• Workflow : Update a multiline text field

  Hello, I'm creating a workflow to update a multiline text field. But it looks like I only can format my text as a one-line. How can I format the text to multiple lines ? Thanks

• how to prevent double entry

  How to set up a form so that someone cannot fill it out twice or more Thanks a lot

• "The data you have entered already exists" when trying to create contac@mydomain.com

  Hi all, Our domain is ananasjuicebar.com. Working as admin in the control panel: When I try to add the email account "contact@ananasjuicebar.com" I get the error: "The data you have entered already exists" I've tried creating a new user or creating a new group with this address associated. To my knowledge this address has never been added and I can also not find any reference to it. (Shopify used this address to send customer notifications BEFORE setting up Zohomail.) Any ideas? are there any restrictions

• Incoming Emails Are Delayed by 20 Minutes

  Emails are showing up in my Zoho email 20 minutes after they were received. Is Zoho having problems with their servers at the moment? This started happening about 3 weeks ago.

• Sharing shreadsheets

  My wife and I each have zoho accounts. If She creates a spreadsheet and shares it with me using my email that is associated with my account, zoho shows a warning that I do not have a zoho account and the only way I can access this file is via the link

• Filter Vendors/Suppliers from Campaigns

  We are unable to filter out our vendors/suppliers from any mass campaigns we send out. When synching our CRM contacts within Campaigns, we are unable to map the "Vendor Name" field. We have tried to create a segment from our all contacts list but to no

• Field Validation and Profile restrictions bypassed using Mass Actions

  We have a Validation Rule that prevents ticket closure if the "Subcategory" field is blank. This has been working fine, but recently we noticed a few tickets per day somehow being closed without a "Subcategory". Upon further investigation we found the

• Any Companies using HubSpot for Marketing integrated to Zoho CRM ? - Looking for Feedback

  Our company is using HubSpot for Marketing looking at moving from our presently working Z-CRM to hubspot for CRM. I am looking for any companies that are successfully integrating HubSpot Marketing functions with Zoho CRM. Upsides/Downsides/Effort/etc.

• Customize Thank You message for native forms

  While it allows me to add a personalized message when completing a form, it would be nice to be able to customize the title (Thank You) and the button text (Close). In my case, the page is in Spanish, and those texts are in English, so I can't edit them.

• Customize forms validation for native forms

  I'd like to be able to edit and/or translate the validation messages of a native form. My page is in Spanish, but the messages appear in English, and I couldn't find a place to edit what I want to display. Perhaps they can be edited when adding fields

• Add picklist in subform lookup

  Hello, I am trying to rewrite a script that works on a from as parent form, to the same form when is is a subform. Here is what I did in the form itself : RefCat = Offre_de_produits.distinct(Categorie_OFFRE); clear Categorie_LIGNE; for each Record in

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