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

• Map Contact to Account record based on email domain

  Hi Community, I'm looking for a (presumably custom) solution to map Contact records to Accounts based on web domain. E.g. new Contact record John Smith with email john.smith@acme.com is automatically mapped to Account record Acme Ltd https://acme.com

• Second Insight - Let's talk Layouts

  The Wheels of Ticketing - Desk Stories Let's talk Layouts What are layouts? Layouts refer to the arrangement or design of elements in a space, whether on a physical surface, like a room or a piece of furniture, or in digital contexts, such as web pages

• Data Retention Policy Update – Effective May 1, 2025

  Starting May 1, 2025, we’re updating how long we store your landing page data based on your subscription plan. Here’s the new retention timeline: Trial Plan – 3 months Essentials Plan – 6 months Professional Plan – 9 months Enterprise & Bundle Plans –

• Tip of the Week #52 – Use keyboard shortcuts!

  Tired of clicking around often? Navigating can feel slow when you’re switching between threads, views, or composing messages, all using just your mouse. Turn on Keyboard Shortcuts to move around your inboxes faster and work smarter. Once enabled, you

• Random Email Missing for specific domians

  Our mail service randomly fails to receive emails. When certain domains proactively send emails, our sales team reports that they haven’t received those messages from clients. This creates a financial risk for us in certain cases. We’ve already submitted

• CRM x WorkDrive : Intégration native de Zoho CRM avec Zoho WorkDrive

  Nous sommes heureux de vous annoncer le déploiement de l'intégration native de CRM avec WorkDrive ! La version initiale comprend les changements suivants : Il est désormais possible de connecter votre CRM org à un compte WorkDrive existant ou nouveau.

• Making emails and notes private......

  Having experience using a plethora of CRM's I have noticed that this is one of the pitfalls of Zoho. Many notes and emails we want to add to Zoho we would like to make private or only visible to a set group of people.  The attached image from another CRM displays this feature.  While company policy at some firms could be that all information added to the CRM is public information.  This is a two way street.  Lots of companies have employees that are independent contractors in sales industries like

• Two new updates to simplify your shift planning

  We’ve introduced two small but handy enhancements in Zoho Workerly that aim to reduce steps and give you more flexibility while planning shifts. Here’s what’s new and why it matters: Toggle between weekly and monthly roster views Pain point Planning shifts

• Android and iOS Feature Updates

  The Zoho Desk mobile app (Android and iOS) provides agents with a platform to serve their customers from anywhere and at anytime. We are happy to introduce a few enhancements in the mobile apps that will support the users to be more productive and streamline

• Agent form for car showroom

  Hey all! I am trying to make a useful crm form in creator for a car showroom. However, I am struggling with the best way to configure the CRM modules so I can make the form useable. They need to be able to have say a basic top level of is it a drop down

• Multiple packages in one shipment

  Guys we have been asking for this for years. we want to be able to ship multiple packages for one customer in the same shipment, so as to avoid entering shipping info repeatedly, and avoid customer getting multiple tracking emails. When does this arise?

• Changing Color Theme of Guided Conversations

  Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!

• Workdrive Android - how can I open a file in its native app?

  Hi, I'm testing Workdrive as a replacement for Onedrive. On a laptop/Windows this works fine. It syncs between devices and when I open a file, it opens the file in its native app. However, the Workdrive Android app seems to work differently. On a Android

• Zoho SDK versioning and repositories need permanent naming/versioning changes moving forward

  I spent all day on this, a simple problem. Add a note to a lead, retrieve the notes from the lead. Finding samples and documentation is VERY difficult BECAUSE the versioning is totally non-standard. The php SDK doesn't follow SemVer. I suppose it may

• Filter by technical IDs that should not be displayed

  Hello Zoho and Cumminity. I know I have already found similar requests elsewhere, but have not yet received a solution from Zoho. Therefore I would like to refresh the topic and hope that a solution can be found. I have reports in the Creator, which I

• is Zoho desk down ?

  We have not received any tickets via email on the Zoho desk for the past hour. I also tried sending several test emails, but as of right now, no new ticket has been created on the desk.

• How to make one code flow run for multiple people in the org

  Hi Folks, I have built a flow to transfer a Zoho calender event as Zoho CRM module record. The code works perfectly as needed. But the issue is I want the same functionality for others in our org. It is showing only my calendar in the selection trigger.

• For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.

  Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "

• Subject: Urgent: Unrelated Email Automation Issue – Request for Immediate Resolution

  Dear Zoho One Support Team, We are currently facing a critical issue with email automation in our Zoho One account. Despite deleting the associated templates and workflows, the same email templates are still being sent to our customers. This has become

• Tip of the week 63- Know your contacts well with polls in Zoho Campaigns

  Communication in its true form is characterised by feedback. In email campaigns there are a few avenues via which you can achieve this. Using polls in Zoho Campaigns is one such way. With polls enabled in campaigns, your contacts can interact with your emails and help you understand them well.     There are three types of polls available to be enabled in your email campaigns:   Basic poll Rating based poll Reaction based poll     Basic poll-    Provide a question and allow the email recipients to

• Relocating from Zoho Connect External to Zoho Connect Internal or Zoho CommunitySpaces... or move off of Connect completely.

  This conversation is aimed at Zoho clients that currently use Zoho Connect's External network platform. As I discovered in the comment section of another post, Zoho Connect is halting development of Zoho Connect EXTERNAL networks in favor of the new Zoho

• Relay Mail Failed

  Hello, We are using SMTP Relay Settings in ZOHO CRM for sending emails using office 365 server. But every time we are receiving below errors. The Relay Configuration for the domain Domain.com and feature WorkFlow has failed 3 times today . Mails will

• Leverage layout rules to customize workflow

  Layout rules in Zoho Sprints primarily aim to customize the field layout of your creation forms to meet complex requirements. But it doesn't stop there. Its customization can push the boundaries of how your fields behave, how data is gathered, how processes

• How can I see sent mail ?

  Hi, When you send a sale order or invoice to the customer using the email function, where can bee seen the sent email ? I can't find it in the "sent" folder of my mail client, nor I can't find it in the mail Related list under the company or the contact.

• Add RTL (Right-to-Left) Text Direction Support Across All Zoho Learn Editing Interfaces

  Hi Zoho Learn Team, Hope you're doing well. We would like to request an important enhancement to Zoho Learn regarding support for right-to-left (RTL) languages such as Hebrew and Arabic. 🔹 Current Issue While the Knowledge Base Article editor provides

• Zoho Creator Populate radio field with values with all the created rows subfor

  I have Main Form where i have a lookup field where i get brewery names and the number of tanks as a multiline text field with a list of beer names Based Brewery selected and bbt_tanks number i create rows in the subform and now i want to populate list

• How to control the # of version of files to keep?

  Currently most of the WorkDrive Storage comprise of the many versions of files saved. How do I save some space and reduce the number of version of date or files saved in WorkDrive? Thanks

• Meet Zoho Sign's AI answer bot!

  Hi, Our goal has always been to ensure all our resources are readily available for our users. With this in mind, we're excited to introduce Zoho Sign's answer bot, a solution designed to help users instantly find relevant help articles by eliminating

• LinkedIn X-ray Search on Google

  Are there any workarounds or ways to extract mutliple Linkedin Profiles from a google Linkedin X-Ray search. My ideal would be copy the X-Ray search

• Writing a single vendor check for multiple bills

  I need to be able to create a single payment for 15 to 75 bills.  We have a few vendors that bill us per transaction.  During our heavy sales season those vendors will send as many as 40 bills per day and we pay these bills weekly. The check wringing

• Zoho CRM mobile: support for record images, predefined WhatsApp messages, and multi-select lookup field

  Hello everyone We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here’s what’s new: Extended record image support for modules (Android) Predefined text support for WhatsApp messages (Android) Multi-select lookup field

• Zoho Customer Portal App for android is not compatible

  Trying to get client to install the app with their android phone but all the same which mention not compatible but IOS is working fine, anyone has the same issue and has alternative solutions?

• Zoho Social vous présente Linkthread : un seul lien pour tout votre univers digital

  Nous sommes fiers de vous présenter Linkthread, la toute dernière solution signée Zoho Social. Cet outil repense la manière de partager vos contenus sur les réseaux sociaux, en offrant une expérience plus fluide, personnalisée et impactante. Pourquoi

• Automatically restrict access to a sub-folder within a team folder

  I have a flow that creates a folder within a team folder and then it creates a handfull of sub folder within each folder that is created in this team environment. There is one folder that is created in this team environment that i want to restrict access

• Task List Workflow Rule

  I'm having an issue when creating a workflow rule to notify customers by email of the project progress. I need the criteria to be TASK LIST STATUS not just task status. I don't want our customers getting too many email notifications throughout the project,

• Using Zoho for Quarterly Forecasts and Tracking Sales

  Hi, I'm trying to set up Zoho to be useful for our company, and am finding it exceedingly difficult. We sell inexpensive products directly to a large number of accounts. All I want to do is to be able to make quarterly sales estimates, then track how

• Adding Sender Address with Basic Plan

  According to the knowledge base, I should be able to add Sender addresses with the Basic Plan. But whenever I try to add an email, it takes me to a search window and I cannot find any emails in the list. Even mine, which is the admin. email.

• Payment for product renewal

  Good morning, I am requesting your kind assistance to renew my subscription because when I try to make the payment I get this way

• Email with uppercase letters causes problem with portal

  Hello, When my customers register on a form, if they use uppercase letters in their email adress it causes problem with the portal. When I send the invitation for the portal, all letters are automatically modified in lowercase by the system, and when

• Introducing Color and Order Preferences for Blueprint Transitions

  Blueprints exist to improve the efficiency of your company's processes and ensure compliance — but only if your users follow them promptly. More often than not, your users may find it challenging to adopt your processes and follow through on them, especially

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