Weekly Tips : Customize your Compose for a smoother workflow

• Topic Participants

• Sania Sultana H

  

• Aashok Kumar Sharma

  

• Sticky Posts

• Weekly Tips : Save Time with Saved Search

  Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you

• Weekly Tips: Protect Confidential Information with PGP in Zoho Mail

  We deal with confidential information almost every day, whether it is being sent out or received. Though emails sent using Zoho Mail are encrypted both during transit and at rest, attempts to access and steal your sensitive data are always a threat that

• Get Holiday ready with Zoho Mail's Templates

  As the holiday season approaches, it’s time to step away from work and unwind. You may not be able to respond to every email or send individual messages to wish everyone holidays greetings—but It is still important to stay connected. How do you send thoughtful

• 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

• Get Holiday ready with Zoho Mail's Offline mode

  With the holiday season right around the corner, this is the perfect time to get ready to unplug, relax, and enjoy a well-deserved break. In addition to preparing yourself, you can also make sure your organization members are set for their time away from

• Recent Topics

• Restrict Appointment Booking to Approved Clients

  Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement for managing appointments within Zoho Bookings. This feature would ensure only pre-approved clients can schedule meetings. Desired Functionality: We propose the introduction of

• Automate Credit Card Surcharge

  Is there a way to create an automation that will add a 3.0% credit card surcharge to a subscription whenever a customer pays via credit card?

• I have the item field and Quantity field in the sub form , on the submit of the form if the quantity is grater than inventory means show alert on submit validation only for item type goods ,

  I have the item field and Quantity field in the sub form , on the submit of the form if the quantity is grater than inventory means show alert on submit validation . Stock Check Validation only for item type goods , not for item type service . For the

• Disappearance of all articles in the knowledge base

  Hi there! It seems like all of our articles have disappeared from the knowledge base: However, the names still appear in the "sort articles" section:

• Logic for sending to a non-primary email address

  Hi, I have a scenario where contacts are able to sign up for emails with 2 different email addresses (example: work, personal). I've mapped both to Campaigns from Zoho CRM, but when I go to target an email only the primary email addresses are pulling in. How can I update this to look at both of the email addresses - or specifically the secondary email address in Campaigns? Thanks, Jenny

• Add "Reset MFA" Option for Zoho Creator Client Portal Users

  Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,

• Tables for Europe Datacenter customers?

  It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?

• NOTAS INVISIBLES

  Siempre que abro mis notas salen invisibles, muchas no resaltan las *negritas* en la vista previa hasta que te metes en ellas y modificas algo. Pero omg con el equipo de Zoho. Les dije que las usaba mucho precisamente por la VISTA PREVIA y encontrar las

• Does Zoho has chatroom/chatbot url feature?

  Hi Zoho community! I’m looking for a quick "Yes/No" answer for my dev team regarding Zoho’s capabilities. We currently use Zoho Desk for our Service Team and Zoho CRM for our Marketing Team to bring both functions under one platform. Our question: Does

• One Support Email Managed By Multiple Departments

  Hello, We use one support email (support@company.com). Incoming emails come to the "Support Department" and based on what the customer is asking, we route that ticket to different departments (billing, technical support, etc.). When users in these different

• Is it Possible to Modify Standard Report Urls

  Is there a way to permanently modify standard report Urls? Use case: Suppose I have a Products report. Showing list as timeline, calendar, or kanban doesn't make sense. Want to hide that from users by adding #Report:Products?zc_ShowAs=false&zc_Print=false

• Updated font library: New font styles and custom font options in Zoho Sheet

  Zoho Sheet's font library now supports 500+ font styles in 60+ languages! The updated font library is stacked with new font styles, and some of the previously available font styles have been replaced with equivalent options. There are two ways you can

• scope for phonebridge in CRM and phonebridge API documentation

  Hi I cannot find the scope to be used for phonebridge in CRM API V2 calls. I am getting OAUTH_SCOPE_MISMATCH for scope group ZohoCRM.modules.ALL,ZohoCRM.setttings.ALL Also I am not able to locate the documentation for the same, All I have is phonebridge

• Job Alerts for Candidates

  hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can

• Zoho Wiki or new Zoho Learn

  We are currently evaluating if we should move off confluence. At present in Confluence we have multiple levels within our documentation but with learn it looks like you can only have Space       - Manual             - Chapter Is it possible to have levels below Chapter? Also the same question for the existing wiki, can I have more sub-levels?

• Fix image at bottom of a page fot automatic proposal creation

  I'm working on a proposal document to automate our proposal creation process. So far it works fine, but I experience some problems with an image I want to have fixed at the bottom of the page AND above the footer. This section of the document consists

• Can't scroll the page down unless I refresh the page

  Hello, This issue has been going on with me and a lot of other users in my organization, we can't scroll down! the scrolling side bar doesn't appear and scrolling down through mouse or keyboard keys doesn't work, it seems that the page just ends in the

• Price List

  II want to restrict the items to display in sales, quote, etc for which custom rates are added in price list. How I can do the same in Zoho books

• Let’s Talk Recruit: Still switching tabs to source?

  Welcome back to the Let’s Talk Recruit series. Let’s talk about how you actually source talent. Do you open multiple job boards every single time a role opens? Run the same keyword searches you ran yesterday? Download, upload, rename, and then do it again

• Kaizen #231 - Embedding Zoho Desk Tickets in Zoho CRM

  Hello, CRM Wizards! This week, let us enhance cross-team visibility between Zoho CRM and Zoho Desk. We will use the Zoho Request Client inside a Related List widget to display open Zoho Desk tickets directly within the Contact record in Zoho CRM. This

• Introducing Job Alerts

  Keeping candidates engaged beyond their first application is one of the most consistent hiring challenges. Many interested candidates simply do not revisit career sites regularly, which can result in missed opportunities and reduced re-applications. To

• Task status - completed - other options

  I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -

• Bank feed integration First Abu Dhabi Bank (FAB) to Zoho? (UAE)

  Hello everyone, Is First Abu Dhabi Bank in the list of banks available for bank feed integration with Zoho Books? Thank you.

• How to Export Filtered List of Contacts?

  This seems like it should be simple, but I'm stymied. I'm trying to export a filtered list of my Contacts for analysis in a spreadsheet. The use case is that I'm an ecom business based in the US. The bulk of our customers are individuals stored as Contacts.

• Quick Create needs Client Script support

  As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

• can we add product images in Zoho CRM Quote PDF template?

  I want to create a quotation format in Zoho CRM similar to the attached PDF, where each product is displayed in a table with rpoduct image I need the product image to appear inside the line items section of the quote. However, while checking the Quote

• Does Zoho Writer have Dropdowns

  I want to add a drop down field in Zoho writer. Is this possible?

• Users Lookup

  It would be extremely convenient to have a lookup field whose type is Users. There are many instances where we need to relate certain actions to users. Furthermore, in our company the candidate sourcer might not be the one who's creating the profile (done by an admin). Please do consider adding this essential feature in the future. Thank you

• Connecting Multiple WooCommerce Stores to a Single Zoho Marketing Automation Account

  Is it possible to connect multiple WooCommerce stores to a single Zoho Marketing Automation account?

• Service Title in Service Report Template Builder

  I am currently working on the Service Report Template Builder in Zoho FSM. I have created three separate service report templates for different workflows: Preventive Maintenance Report Requested Service Report Installation Report My issue is that I cannot

• Update: New Security Admin Role

  Hello Zoho Directory Admins! This post is to highlight the recent role and permission changes introduced as part of the security enhancements. Previously, Helpdesk Admins had the security permissions and were responsible for managing the security configurations

• Client Script | Update #14 - Client Script Support for Quick Create

  Hello Everyone! We are back with another exciting and highly awaited update in Client Script! Over the past months, many of you shared your insights and requests, asking for the power to extend Client Script functionality to Quick Create forms. This capability

• I'd like to suggest a feature enhancement for SalesIQ that would greatly improve the user experience across different channels.

  Hello Zoho Team, Current Limitation: When I enable the pre-chat form under Brands > Flow Controls to collect the visitor’s name and email, it gets applied globally across all channels, including WhatsApp, Messenger, and Instagram. This doesn't quite align

• The Social Playbook - February edition: Why moment marketing works (and how brands use it)

  Imagine the final season of your favorite series is about to drop. Your entire feed is talking about it. Trailers everywhere. Fan theories. Hype at 100%. Now your go-to burger place launches a limited-edition meal box themed around that series—custom

• PDF Attachment Option for Service Reports

  Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments

• Cliq Bots - Post message to a bot using the command line!

  If you had read our post on how to post a message to a channel in a simple one-line command, then this sure is a piece of cake for you guys! For those of you, who are reading this for the first time, don't worry! Just read on. This post is all about how

• 【Zoho CRM】営業日のロジックに関するアップデート

  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、営業日のロジックに関するアップデートをご紹介します。 本アップデートにより、ワークフローにおける営業日の計算方法が改善されました。 週末などの非営業日にワークフローのトリガーが発生した場合でも、 「+0」「+1」「+2 営業日」といった設定が、意図どおりに正確に動作するようになりました。 営業日に基づくワークフローでは、日付項目を基準に「何営業日後に処理を実行するか」を指定します。

• Merged cells are unmerging automatically

  Hello, I have been using Zoho sheets from last 1 year. But from last week facing a issue in merged cells. While editing all merged cells in a sheet became unmerged. I merged it again, but it again unmerged. In my half an hour work I have to do this 3-4

• Just want email and office for personal use

  I am unclear as how to how I would have just a personal email (already do have it and love it) and get to use docs, notebook, workdrive etc. In other words mostly everything I had a google. I find gocs can be free with 5gb and so can mail with 5gb. Are

• Unable to change the "credentials of login user" option when creating a connection

  I want to create a new Desk connection where the parameter to use 'credentials of login user' is set to YES. I'm able to create a new connection but am never given the option to change this parameter. Is this a restriction of my user profile, and if so,

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