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

• Option to Upload Employee Picture During User Creation in Zoho One

  Hi Zoho Team, We would like to request the addition of a new feature in Zoho One's employee creation process. At the moment, we can only upload a profile picture for an employee after the employee has already been created in Zoho One. Request: Please

• Automatically Create Mailboxes for Existing Zoho One Users in Zoho Mail

  Hi Zoho Mail Team, I hope you're doing well. I understand that email assignment is automatic when adding users with an email address that has email hosting enabled in Zoho One Directory. However, when we initially created our users, email hosting was

• Google Ads Data is Publicly available in Zoho CRM

  We recently discovered that ALL of the following Google Ads fields are visible to all users in our CRM that have access to either Leads or Contacts modules. Not only is this troubling and inconvenient, it should be unacceptable. It also creates a mess

• Power of Automation :: Streamline Task Sync from Zoho Projects to Zoho Mail.

  Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

• Digest Avril - Un résumé de ce qui s'est passé le mois dernier sur Community

  Bonjour chers utilisateurs, Un nouveau mois se termine au sein de Zoho Community France. Faisons le point sur cette période. Le mois dernier, nous avons abordé deux approches clés du marketing : l’e-mail, outil traditionnel et sûr, et les réseaux sociaux,

• The corresponding module is currently disabled in Zoho CRM.

  getting this error message when trying to set up sync between crm and invoice The corresponding module is currently disabled in Zoho CRM.

• Estimated Time for releasing in Australia?

  wondering if theres any timelines for when this feature might be availible to use in Australia?? would be very helpful sooner rather than later! Thank you :)

• Zoho Books | Product Updates | April 2025

  Hello partners, We’ve rolled out new features and enhancements to elevate your accounting experience. From FEC report to BillPay Add-on, these updates are designed to help you stay on top of your finances with ease. Export Transactions in Factur-X Format

• Please cancel my trial / subscription

  I’m doing a free trial of the Enterprise version. I’m trying to cancel it and make sure I won’t be charged a subscription. I can’t follow your help pages for this because I don’t get a sidebar with the details. I’ve wasted a lot of time trying to do this.

• 日付別メール送信リストの作成

  日々顧客に個別にメールを送信しています 日付別に送信先リストを作成することは可能でしょうか？

• 【Zoho CRM】キオスク機能のアップデート

  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、キオスク機能のアップデートについて、 一部を抜粋してご紹介します。 キオスク機能とは？ 特定の処理を行うための専用画面（キオスク）をノーコードで作成できる機能です。 自社の業務プロセスにあわせた画面の表示、タブをまたいだ処理などが可能です。 本アップデートにより、キオスクの柔軟性と操作性が大きく向上しました。 詳細について以下より確認しましょう。 ＜目次＞ データ取得機能：「データ選択不要」のデータ表示

• Ability to Add Custom Favicon to Zoho Desk Survey Window

  Dear Zoho Desk Team, Greetings! We would like to request the addition of a feature that allows users to add a favicon displayed in the Zoho Desk Survey window. Currently, there is no option to set a favicon. Customizing the favicon would allow businesses

• Campaigns Place-holder $ tags

  Hi there I’ve just started using Campaigns and I’ve been making use of the placeholder inserts available when constructing the email. However, in my contacts in CRM rather than have a first name and last name field I put their full name into the last

• Setting Up Automated Lead Nurturing Campaign in Zoho CRM

  I want to create an automated lead nurturing campaign within Zoho CRM and Zoho Campaigns with the following requirements: Leads should receive a sequence of 5 emails, spaced 3 days apart. If a lead clicks a link in any email: A notification should be

• Books Not Matching Transactions from Feed - "The total amount does not match with that of the transaction"

  Recently, transactions that are transfers from a foreign currency (FCY) account to a base currency (BCY) account are not allowing for matches with transactions from the bank feed. Please see the screenshots below: As one can see, the amount is in the

• Inline and background image with from scratch contract type

  When using the "Create From Scratch" option to build a new contract type is it possible to add inline images as well as a background image? We want our company logo on the cover page as well as each page header and also have a background image that we

• Is it possible to display a graph of data within a contact record

  I’ve had someone create deluge code to import data from another SaaS platform into Zoho CRM for my swimming pool company. This data is stored within each customer’s contact record under a custom module called "Chemicals" and is updated weekly with new

• Adding the date of an expense to an invoice

  Hi there, I have uploaded a whole load of expenses. I have prepared an invoice, and want to add the expenses. However I need to show the date which the expenses were incurred - how can I do this in the template? Thanks Michael

• How to Link WooCommerce Orders to Contacts in Zoho CRM for Better Customer Segmentation?

  I’m running a fashion e-commerce website using WordPress. My sales staff usually rely on customers’ past orders to segment and re-approach them for sales. However, I’m not sure how to apply Zoho CRM for this purpose, since I can’t link the orders from

• [WEBINAR] - Importing PDF bank statements into Zoho Books [ Indian and GCC editions ]

  Hey everyone! Manually entering the bank statements into your accounting software for reconciliation purpose is a tedious and error-prone task that can compromise the accuracy of your accounts. The banking module in Zoho Books helps you solve this problem

• Let’s Talk: What’s a Good Engagement Rate in 2025?

  What engagement rates are you seeing as healthy for Instagram, Facebook, & LinkedIn (higher education focused?) My top posts on the university alumni pages I manage typically see a 4-9 % engagement rate. What is industry average? Is this measured by the

• Mandatory DEFAULT for Billable and markup percentage

  Hello. So we have been using books and process bills from vendors that are to be invoiced to customers. When we convert from a PO to a bill we can enter the customer name on the line items and that is great. However, we would like to know if the default

• why is zoho assist server so slow

  Hello why is zoho assist server so slow, i use it every and and have fast speed at either end of the connection but zoho assist take upto 10 seconds per click, I connect on the chat they we will have a look and come back saying they have done a reset

• Nested notebooks

  Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.

• Third Insight - The Importance of Data Segregation

  The Wheels of Ticketing - Desk Stories The Importance of Data Segregation Data segregation In ticketing systems, data segregation organises data into logical groups or categories to reduce ticket backlogs and resolution time and improve the overall customer

• Inquiry Regarding Adding labels to Quick View Cards in Report

  Dear Zoho Support Team, I have created a report and designed it's Quick View and formatted the records as cards. However, I would like to include the field labels alongside the values for better clarity, as users may find it challenging to interpret the

• Facing Issues? No typing—just record and share

  We get it—reporting a technical issue isn’t always easy. Explaining what went wrong over text can be time-consuming, and screenshots often miss the full context. That’s exactly why we want to spotlight a tool that’s been quietly waiting in your Zoho Recruit

• Creation of Path and subpath

  In order to improve the structure of the website for better organization, I would like to consider that when publishing a page, it can be within a section and sub-section. For example, if I have an events option in the menu, I can put past events and

• onDuty Request approval from API

  use case We have custom CRM modules and meeting devices where a user can add meeting details We are pushing these details to People using onDuty Request API Now what we want is If the onDuty request is pushed using API, it should be auto approved i-e

• Move a mail to another inbox without being parto of it.

  I would like to move an email from my inbox to another team's inbox in, without being a member of that other team. The goal is to assign the customer's request to the colleagues who manage that inbox, so they can take over and handle it.

• Zoho CRM CPQ NOT in criteria patern

  Hi, It would be great to have the logic-block of "NOT" in the criteria patern. Currently, only "AND" and "OR" are valid criteria when using the product configurator. Often, a "NOT" logic-block would greatly increase the usability of the CPQ. Example:

• Filter by Portal User Reports no longer work

  I've had multiple reports that filter the data that shows based on the portal user - thisapp.portal.loginUserName(). They have worked fine for years but a few months ago they stopped working. Currently, no records appear in the report. Also, this is the

• Quickly migrate attachments to Zoho CRM without having to restart the process multiple times

  Hello everyone, Customers often want to transfer all their data and attachments to Zoho CRM when they're switching CRMs (or moving from one Zoho CRM org to another). Admins use the built-in import tool to perform these migrations. There's a common source

• Numeric Field Issue

  Hi We are trying to import deals but hitting a roadblock every time. If I create a single line field, the data imports fine for this field (it's a currency field in csv). I have found I can't sum this field though when trying to do a revenue report. When

• Transfering Creator data to Books

  Hello, I am working on a new app that will have suppliers, products, customers, order, etc. When I will be finished, I will want the end result (an order of goods) to be transfered to Books for invoicing and accounting. I will also use the supplier order

• Custom code ass to header and footer code doesn't appear

  I am trying to insert custom code into both the header and footer of my Zoho site. I edit the site "general settings" as demonstrated in the various articles, click save, but the code does not appear on my site. Is there something special I need to do

• Geo-Powered Retail Intelligence with Zoho Analytics

  In today’s highly competitive retail landscape, data-driven decisions are no longer optional — they’re essential. While businesses collect vast volumes of data across regions, stores, and customer segments, the real value lies in how effectively this

• In the Pivot table in the value section i want to the actual value instead of sum or count

  I am creating Early/late Check and check out in pivot report based on Zoho analytics I need the data to include: Employee Name Late Entry, Early Entry, Early Exit, Late Exit, First In, Last Out, and Total Hours.

• Outgoing blocked again.

  Hi Dear, My outgoing mails are blocked again. I am just using it as normal business emails going in and out. Could you please help fix the problem? I am happy to support where I can do to make it work properly. Thank you very much. Aurora

• Tip of the Week #54 – Automatically assign emails to your team members.

  Managing incoming emails can feel exhausting at times. But what if you could ensure that every email reaches the right team member — without lifting a finger? That’s where automatic email assignment comes in! With Zoho TeamInbox, you can easily set up

• Next Page